Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Certara, Inc.CERT · Entity 787 | PRES., REGULATORY & ACCESS | April 01, 2022 | April 05, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Certara, Inc.
Report date April 01, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 394,764 |
Reported balance
After 2022-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-04-01 · Tax withholding · Disposed 2,326 · Balance 394,764 F1: Represents restricted stock units ("RSU") withheld to satisfy tax withholding obligations in connection with the vesting and settlement of 7,936 RSUs, previously granted to the reporting person on April 1, 2021. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on April 1, 2023 and April 1, 2024. F2: The total reported in Column 5 includes 378,890 shares of common stock and 15,874 RSUs, each of which was previously reported in Table 1 of Form 4. Does, not include 25,939 newly-awarded RSUs which are reported in Table II. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-04-01 | Direct | 25,939 |
Reported balance
After 2022-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-04-01 · Grant · Acquired 25,939 · Balance 25,939 F3: Each RSU is granted under the Certara, Inc. 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The reporting person has reported prior awards of RSUs in Table 1 of Form 4. F4: The RSUs will vest and settle in three equal installments on April 1, 2023, April 1, 2024 and April 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSU") withheld to satisfy tax withholding obligations in connection with the vesting and settlement of 7,936 RSUs, previously granted to the reporting person on April 1, 2021. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on April 1, 2023 and April 1, 2024.
F2: The total reported in Column 5 includes 378,890 shares of common stock and 15,874 RSUs, each of which was previously reported in Table 1 of Form 4. Does, not include 25,939 newly-awarded RSUs which are reported in Table II.
F3: Each RSU is granted under the Certara, Inc. 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The reporting person has reported prior awards of RSUs in Table 1 of Form 4.
F4: The RSUs will vest and settle in three equal installments on April 1, 2023, April 1, 2024 and April 1, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2022 Filed Apr 5, 2022 16:47 UTC | Certara, Inc. CERT · Entity 787 | GrantRestricted Stock Units · Derivative | 25,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003837 · form4-04052022_010451.xml · derivative · entry 2 Edge Justin · CIK 0001834272 · PRES., REGULATORY & ACCESS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,939 Underlying: Common Stock · 25,939 shares Expires 2025-04-01 F3 · derivative.exercise_price: Each RSU is granted under the Certara, Inc. 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The reporting person has reported prior awards of RSUs in Table 1 of Form 4. F4 · derivative.exercise_date: The RSUs will vest and settle in three equal installments on April 1, 2023, April 1, 2024 and April 1, 2025. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:47 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 2,326 | $21.48 | $49,962.48 |
DisclosureSEC source: 0001415889-22-003837 · form4-04052022_010451.xml · nonDerivative · entry 1 Edge Justin · CIK 0001834272 · PRES., REGULATORY & ACCESS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,764 F1 · shares: Represents restricted stock units ("RSU") withheld to satisfy tax withholding obligations in connection with the vesting and settlement of 7,936 RSUs, previously granted to the reporting person on April 1, 2021. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on April 1, 2023 and April 1, 2024. F2 · balance_after: The total reported in Column 5 includes 378,890 shares of common stock and 15,874 RSUs, each of which was previously reported in Table 1 of Form 4. Does, not include 25,939 newly-awarded RSUs which are reported in Table II. Read SEC document |
| January 20, 2022 Filed Jan 21, 2022 17:48 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 5,000 | $27.50 | $137,500.00 |
DisclosureSEC source: 0001415889-22-000710 · form4-01212022_020153.xml · nonDerivative · entry 1 Edge Justin · CIK 0001834272 · PRES., REGULATORY & ACCESS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,090 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2021. Read SEC document |
| October 26, 2021 Filed Oct 27, 2021 16:54 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 3,000 | $39.95 | $119,850.00 |
DisclosureSEC source: 0001415889-21-004992 · form4-10272021_011013.xml · nonDerivative · entry 1 Edge Justin · CIK 0001834272 · PRES., REGULATORY & ACCESS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,090 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| October 21, 2021 Filed Oct 22, 2021 17:34 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 6,116 | $38.60 | $236,077.60 |
DisclosureSEC source: 0001415889-21-004948 · form4-10222021_021039.xml · nonDerivative · entry 1 Edge Justin · CIK 0001834272 · PRES., REGULATORY & ACCESS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,090 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $38.51 to $38.83. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 20, 2021 Filed Oct 21, 2021 16:39 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 12,674 | $38.58 | $488,962.92 |
DisclosureSEC source: 0001415889-21-004935 · form4-10212021_011059.xml · nonDerivative · entry 1 Edge Justin · CIK 0001834272 · PRES., REGULATORY & ACCESS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,206 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $38.50 to $38.99. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 19, 2021 Filed Oct 20, 2021 16:41 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 1,210 | $38.55 | $46,645.50 |
DisclosureSEC source: 0001415889-21-004926 · form4-10202021_011052.xml · nonDerivative · entry 1 Edge Justin · CIK 0001834272 · PRES., REGULATORY & ACCESS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,880 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $38.50 to $38.61. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 15, 2021 Filed Oct 18, 2021 16:39 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 5,000 | $37.38 | $186,900.00 |
DisclosureSEC source: 0001415889-21-004897 · form4-10182021_011034.xml · nonDerivative · entry 1 Edge Justin · CIK 0001834272 · PRES., REGULATORY & ACCESS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425,090 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| September 27, 2021 Filed Sep 28, 2021 16:29 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 3,000 | $36.00 | $108,000.00 |
DisclosureSEC source: 0001415889-21-004597 · form4-09282021_010945.xml · nonDerivative · entry 1 Edge Justin · CIK 0001834272 · PRES., REGULATORY & ACCESS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,090 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 08:43 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 9,000 | $33.50 | $301,500.00 |
DisclosureSEC source: 0001415889-21-004158 · form4-09012021_050903.xml · nonDerivative · entry 1 Edge Justin · CIK 0001834272 · PRES., REGULATORY & ACCESS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,090 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 16:28 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 5,000 | $28.58 | $142,900.00 |
DisclosureSEC source: 0001415889-21-003953 · form4-08172021_010843.xml · nonDerivative · entry 1 Edge Justin · CIK 0001834272 · PRES., REGULATORY & ACCESS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,090 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 12:59 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 5,000 | $27.02 | $135,075.00 |
DisclosureSEC source: 0001415889-21-003052 · form4-06172021_090649.xml · nonDerivative · entry 1 Edge Justin · CIK 0001834272 · PRES., REGULATORY & ACCESS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,090 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| April 01, 2021 Filed Apr 9, 2021 16:26 UTC | Certara, Inc. CERT · Entity 787 | GrantCommon Stock | 23,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-048739 · tm2112600-8_4seq1.xml · nonDerivative · entry 1 Edge Justin · CIK 0001834272 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,090 F1 · shares: Represents 23,810 restricted stock units ("RSUs") granted to the reporting person that will entitle the reporting person to receive one share of the Issuer's Common Stock per RSU. The RSUs will vest, and the underlying shares will be concurrently issued in a series of three equal installments upon the reporting person's completion of each 12 month period of service over the period measured from April 1, 2021 to April 1, 2024, subject to the continued service of the reporting person through such vesting dates. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.