Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORASURE TECHNOLOGIES INCOSUR · Entity 6152 | President and CEO | February 01, 2022 | February 03, 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.
ORASURE TECHNOLOGIES INC
Report date February 01, 2022 · Filed February 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 349,793 |
Ending reported balance
After 2022-02-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2022-02-01 · Tax withholding · Disposed 4,544 · Balance 255,657 F1: Withholding of shares to pay the tax liability associated with vesting of restricted shares Row 2 · 2022-02-01 · Tax withholding · Disposed 8,590 · Balance 247,067 F1: Withholding of shares to pay the tax liability associated with vesting of restricted shares Row 3 · 2022-02-01 · Tax withholding · Disposed 6,962 · Balance 240,105 F1: Withholding of shares to pay the tax liability associated with vesting of restricted shares Row 4 · 2022-02-01 · Grant · Acquired 94,234 · Balance 334,339 F2: RSA with cliff vesting on March 31, 2022 Row 5 · 2022-02-01 · Grant · Acquired 25,679 · Balance 360,018 F3: Shares delivered in settlement of vested performance units that did not constitute a derivative security. Row 6 · 2022-02-01 · Tax withholding · Disposed 10,225 · Balance 349,793 F4: Withholding of shares to pay tax liability associated with the vesting of performance units |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares to pay the tax liability associated with vesting of restricted shares
F2: RSA with cliff vesting on March 31, 2022
F3: Shares delivered in settlement of vested performance units that did not constitute a derivative security.
F4: Withholding of shares to pay tax liability associated with the vesting of performance units
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 |
|---|---|---|---|---|---|---|
| February 01, 2022 Filed Feb 3, 2022 21:50 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 10,225 | $8.86 | $90,593.50 |
DisclosureSEC source: 0001593968-22-000403 · primary_01.xml · nonDerivative · entry 6 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,793 F4 · kind: Withholding of shares to pay tax liability associated with the vesting of performance units Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:50 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 25,679 | $8.86 | $227,515.94 |
DisclosureSEC source: 0001593968-22-000403 · primary_01.xml · nonDerivative · entry 5 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,018 F3 · kind: Shares delivered in settlement of vested performance units that did not constitute a derivative security. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:50 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 94,234 | $8.86 | $834,913.24 |
DisclosureSEC source: 0001593968-22-000403 · primary_01.xml · nonDerivative · entry 4 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,339 F2 · kind: RSA with cliff vesting on March 31, 2022 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:50 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 6,962 | $8.86 | $61,683.32 |
DisclosureSEC source: 0001593968-22-000403 · primary_01.xml · nonDerivative · entry 3 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,105 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:50 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 8,590 | $8.86 | $76,107.40 |
DisclosureSEC source: 0001593968-22-000403 · primary_01.xml · nonDerivative · entry 2 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,067 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:50 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 4,544 | $8.86 | $40,259.84 |
DisclosureSEC source: 0001593968-22-000403 · primary_01.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,657 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 22:02 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 73,342 | $15.55 | $1,140,827.48 |
DisclosureSEC source: 0001593968-21-000324 · primary_01.xml · nonDerivative · entry 3 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,201 F2 · kind: Restricted stock award with 3 year vesting schedule Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 22:02 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 8,068 | $15.55 | $125,496.93 |
DisclosureSEC source: 0001593968-21-000324 · primary_01.xml · nonDerivative · entry 2 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,859 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 22:02 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 4,836 | $15.55 | $75,223.50 |
DisclosureSEC source: 0001593968-21-000324 · primary_01.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,927 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:21 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 84,997 | $7.17 | $609,003.51 |
DisclosureSEC source: 0001593968-20-000313 · primary_01.xml · nonDerivative · entry 2 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,763 F2 · kind: Restricted stock award with 3 year vesting schedule Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:21 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 5,194 | $7.17 | $37,215.01 |
DisclosureSEC source: 0001593968-20-000313 · primary_01.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,766 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares Read SEC document |
| May 14, 2019 Filed May 14, 2019 20:44 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | PurchaseCommon Stock | 1,000 | $8.56 | $8,560.00 |
DisclosureSEC source: 0001593968-19-001098 · primary_01.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,960 Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:29 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionOption (right to buy) · Derivative | 16,667 | $0.00 Strike: $8.33 | $0.00 |
DisclosureSEC source: 0001593968-19-000917 · primary_01.xml · derivative · entry 3 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: OraSure Technologies, Inc. · 16,667 shares Expires 2026-11-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Non-qualified stock options granted on November 14, 2016, vesting and exercisable on a monthly basis over the 24 months immediately following the grant date. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:29 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon Stock | 16,667 | $11.10 | $185,015.37 |
DisclosureSEC source: 0001593968-19-000917 · primary_01.xml · nonDerivative · entry 2 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,960 Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:29 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionCommon Stock | 16,667 | $8.33 | $138,752.78 |
DisclosureSEC source: 0001593968-19-000917 · primary_01.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,627 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:40 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 47,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-19-000347 · primary_01.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,960 F1 · kind: Restricted stock award with 3 year vesting schedule Read SEC document |
| May 14, 2018 Filed May 15, 2018 20:27 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon stock | 2,444 | $15.98 | $39,042.90 |
DisclosureSEC source: 0001209784-18-000027 · edgar.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,088 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 20:28 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon stock | 37,116 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209784-18-000015 · edgar.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,532 F1 · kind: Grant of restricted shares under the OraSure Technologies, Inc. Stock Award Plan, cliff vesting on April 1, 2023. F1 · price: Grant of restricted shares under the OraSure Technologies, Inc. Stock Award Plan, cliff vesting on April 1, 2023. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:38 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionNonqualified stock options · Derivative | 23,333 | $0.00 Strike: $8.33 | $0.00 |
DisclosureSEC source: 0001209784-18-000011 · edgar.xml · derivative · entry 3 TANG STEPHEN S PHD · CIK 0001240718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,667 Underlying: Common stock · 23,333 shares Expires 2026-11-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Nonqualified stock options granted on November 14, 2016, vesting and exercisable on a monthly basis, over the 24 months immediately following the grant date. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:38 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 23,333 | $17.97 | $419,247.34 |
DisclosureSEC source: 0001209784-18-000011 · edgar.xml · nonDerivative · entry 2 TANG STEPHEN S PHD · CIK 0001240718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,416 Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:38 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionCommon stock | 23,333 | $8.33 | $194,247.23 |
DisclosureSEC source: 0001209784-18-000011 · edgar.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,749 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 16, 2017 Filed May 17, 2017 20:49 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon stock | 7,952 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209784-17-000045 · edgar.xml · nonDerivative · entry 2 TANG STEPHEN S PHD · CIK 0001240718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,416 F2 · kind: Grant of restricted shares under the OraSure Technologies, Inc. Stock Award Plan, cliff vesting on May 14, 2018. Vesting shall cease immediately if the named individual voluntarily ceases to serve as a member of the Board of Directors. F2 · price: Grant of restricted shares under the OraSure Technologies, Inc. Stock Award Plan, cliff vesting on May 14, 2018. Vesting shall cease immediately if the named individual voluntarily ceases to serve as a member of the Board of Directors. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:49 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon stock | 3,284 | $15.13 | $49,678.71 |
DisclosureSEC source: 0001209784-17-000045 · edgar.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,464 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 20:41 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 220 | $12.00 | $2,640.00 |
DisclosureSEC source: 0001209784-17-000030 · edgar.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,748 F1 · kind: Sale pursuant to a predetermined sales plan, entered into on November 8, 2016, under Rule 10b5-1 of the Securities and Exchange Act of 1934. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:02 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 6,100 | $12.02 | $73,346.40 |
DisclosureSEC source: 0001209784-17-000028 · edgar.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,968 F1 · kind: Sale pursuant to a predetermined sales plan, entered into on November 8, 2016, under Rule 10b5-1 of the Securities and Exchange Act of 1934. F2 · price: Represents weighted avearage sale price. Actual sale prices range from $12.00 to $12.07. Reporting person undertakes to provide, upon request, detailed nformation regarding the price and number of shares sold within the range indicated. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 22:34 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionNonqualified stock option · Derivative | 40,000 | $0.00 Strike: $8.21 | $0.00 |
DisclosureSEC source: 0001209784-17-000025 · edgar.xml · derivative · entry 3 TANG STEPHEN S PHD · CIK 0001240718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 40,000 shares Expires 2021-04-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Nonqualified stock options granted on April 6, 2011, vesting and exercisable on a monthly basis, over the 24 months immediately following the grant date. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 22:34 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 40,000 | $11.04 | $441,756.00 |
DisclosureSEC source: 0001209784-17-000025 · edgar.xml · nonDerivative · entry 2 TANG STEPHEN S PHD · CIK 0001240718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,068 Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 22:34 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionCommon stock | 40,000 | $8.21 | $328,200.00 |
DisclosureSEC source: 0001209784-17-000025 · edgar.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,068 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:41 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 12,641 | $10.23 | $129,292.15 |
DisclosureSEC source: 0001209784-17-000021 · edgar.xml · nonDerivative · entry 1 TANG STEPHEN S PHD · CIK 0001240718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,068 F1 · kind: Sale pursuant to a predetermined sales plan, entered into on November 8, 2016, under Rule 10b5-1 of the Securities and Exchange Act of 1934. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:46 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantNon-qualified stock options · Derivative | 40,000 | Not disclosed Strike: $8.33 | Not disclosed |
DisclosureSEC source: 0001209784-16-000054 · edgar.xml · derivative · entry 2 TANG STEPHEN S PHD · CIK 0001240718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common stock · 40,000 shares Expires 2026-11-14 F1 · kind: Grant of nonqualified stock options, vesting and exercisable on a monthly basis, over the 24 months immediately following the grant date. Vesting shall cease immediately if the named individual ceases to serve as a member of the Board of Directors. F1 · price: Grant of nonqualified stock options, vesting and exercisable on a monthly basis, over the 24 months immediately following the grant date. Vesting shall cease immediately if the named individual ceases to serve as a member of the Board of Directors. F1 · derivative.exercise_date: Grant of nonqualified stock options, vesting and exercisable on a monthly basis, over the 24 months immediately following the grant date. Vesting shall cease immediately if the named individual ceases to serve as a member of the Board of Directors. 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.