Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amneal Pharmaceuticals, Inc.AMRX · Entity 820 | SVP, General Counsel | March 01, 2021 | March 03, 2021 |
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.
Amneal Pharmaceuticals, Inc.
Report date March 01, 2021 · Filed March 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 67,568 |
Reported balance
After 2021-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-03-01 · Grant · Acquired 67,568 · Balance 67,568 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: The restricted stock units vest in four equal annual installments beginning on March 1, 2022. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 135,136 |
Reported balance
After 2021-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-03-01 · Grant · Acquired 135,136 · Balance 135,136 F3: Each performance-based restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4: Represents the maximum number of shares issuable under the performance-based restricted stock units. F5: 50% of the performance-based restricted stock units are earned and eligible to vest upon the Issuer's Class A Common Stock achieving an average closing price per share of $8 or higher for 60 consecutive calendar days during the three-year performance period. Additional performance-based restricted stock units are earned at higher levels and eligible to vest upon the Issuer's Class A Common Stock achieving an average closing price per share of $10 (75%), $12 (100%), $14 (125%), $16 (150%), $18 (175%) and $20 (200%), respectively, for 60 consecutive calendar days during the three-year performance period. For average 60-day closing stock prices between $12 and $20 per share, the number of performance-based restricted stock units that become earned will be determined using straight line interpolation. Any earned performance-based restricted stock units vest in full on February 29,2024, the last day of the performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: The restricted stock units vest in four equal annual installments beginning on March 1, 2022.
F3: Each performance-based restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F4: Represents the maximum number of shares issuable under the performance-based restricted stock units.
F5: 50% of the performance-based restricted stock units are earned and eligible to vest upon the Issuer's Class A Common Stock achieving an average closing price per share of $8 or higher for 60 consecutive calendar days during the three-year performance period. Additional performance-based restricted stock units are earned at higher levels and eligible to vest upon the Issuer's Class A Common Stock achieving an average closing price per share of $10 (75%), $12 (100%), $14 (125%), $16 (150%), $18 (175%) and $20 (200%), respectively, for 60 consecutive calendar days during the three-year performance period. For average 60-day closing stock prices between $12 and $20 per share, the number of performance-based restricted stock units that become earned will be determined using straight line interpolation. Any earned performance-based restricted stock units vest in full on February 29,2024, the last day of the performance period.
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 |
|---|---|---|---|---|---|---|
| March 01, 2021 Filed Mar 3, 2021 22:04 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | GrantPerformance-Based Restricted Stock Units · Derivative | 135,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016988 · doc4.xml · derivative · entry 2 Manzano Stephen · CIK 0001798993 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,136 Underlying: Class A Common Stock · 135,136 shares Expires not disclosed F3 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · shares: Represents the maximum number of shares issuable under the performance-based restricted stock units. F5 · derivative.exercise_date: 50% of the performance-based restricted stock units are earned and eligible to vest upon the Issuer's Class A Common Stock achieving an average closing price per share of $8 or higher for 60 consecutive calendar days during the three-year performance period. Additional performance-based restricted stock units are earned at higher levels and eligible to vest upon the Issuer's Class A Common Stock achieving an average closing price per share of $10 (75%), $12 (100%), $14 (125%), $16 (150%), $18 (175%) and $20 (200%), respectively, for 60 consecutive calendar days during the three-year performance period. For average 60-day closing stock prices between $12 and $20 per share, the number of performance-based restricted stock units that become earned will be determined using straight line interpolation. Any earned performance-based restricted stock units vest in full on February 29,2024, the last day of the performance period. F5 · derivative.expiration_date: 50% of the performance-based restricted stock units are earned and eligible to vest upon the Issuer's Class A Common Stock achieving an average closing price per share of $8 or higher for 60 consecutive calendar days during the three-year performance period. Additional performance-based restricted stock units are earned at higher levels and eligible to vest upon the Issuer's Class A Common Stock achieving an average closing price per share of $10 (75%), $12 (100%), $14 (125%), $16 (150%), $18 (175%) and $20 (200%), respectively, for 60 consecutive calendar days during the three-year performance period. For average 60-day closing stock prices between $12 and $20 per share, the number of performance-based restricted stock units that become earned will be determined using straight line interpolation. Any earned performance-based restricted stock units vest in full on February 29,2024, the last day of the performance period. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:04 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | GrantRestricted Stock Units · Derivative | 67,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016988 · doc4.xml · derivative · entry 1 Manzano Stephen · CIK 0001798993 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,568 Underlying: Class A Common Stock · 67,568 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on March 1, 2022. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on March 1, 2022. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:38 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | Exercise / conversionRestricted Stock Units · Derivative | 16,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016046 · doc4.xml · derivative · entry 3 Manzano Stephen · CIK 0001798993 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,473 Underlying: Class A Common Stock · 16,490 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock units represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: On February 27,2020, the reporting person was granted 65,963 restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date. F4 · derivative.expiration_date: On February 27,2020, the reporting person was granted 65,963 restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:38 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | Tax withholdingClass A Common Stock | 5,796 | $5.39 | $31,240.44 |
DisclosureSEC source: 0001209191-21-016046 · doc4.xml · nonDerivative · entry 2 Manzano Stephen · CIK 0001798993 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,694 F3 · shares: Represents shares of common stock withheld to satisfy tax withholding obligations relating to the vesting of restricted stock units. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:38 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | Exercise / conversionClass A Common Stock | 16,490 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-016046 · doc4.xml · nonDerivative · entry 1 Manzano Stephen · CIK 0001798993 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,490 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 · shares: Represents the gross number of shares of common stock awarded to the reporting person in connection with the vesting of restricted stock units. The actual number of shares issued was reduced by the number of shares withheld to satisfy tax withholding obligations. See footnote 3. F2 · price: Each restricted stock units represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| February 27, 2020 Filed Mar 3, 2020 01:13 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | GrantPerformance-Based Restricted Stock Units · Derivative | 131,926 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-006629 · doc4.xml · derivative · entry 2 Manzano Stephen · CIK 0001798993 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,926 Underlying: Class A Common Stock · 131,926 shares Expires not disclosed F3 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · shares: Represents the maximum number of shares issuable under the performance-based restricted stock units. F5 · derivative.exercise_date: 25% of the performance-based restricted stock units are earned and eligible to vest upon the Issuer's Class A Common Stock achieving an average closing price per share of $8 or higher for 60 consecutive calendar days during the three-year performance period. An additional 12.5% of the performance-based restricted stock units are earned and eligible to vest upon the Issuer's Class A Common Stock achieving an average closing price per share of $10, $12, $14, $16, $18 and $20, respectively, for 60 consecutive calendar days during the three-year performance period. For average 60-day closing stock prices between $12 and $20 per share, the number of performance-based restricted stock units that become earned will be determined using straight line interpolation. Any earned performance-based restricted stock units vest in full on February 28, 2023, the last day of the performance period. F5 · derivative.expiration_date: 25% of the performance-based restricted stock units are earned and eligible to vest upon the Issuer's Class A Common Stock achieving an average closing price per share of $8 or higher for 60 consecutive calendar days during the three-year performance period. An additional 12.5% of the performance-based restricted stock units are earned and eligible to vest upon the Issuer's Class A Common Stock achieving an average closing price per share of $10, $12, $14, $16, $18 and $20, respectively, for 60 consecutive calendar days during the three-year performance period. For average 60-day closing stock prices between $12 and $20 per share, the number of performance-based restricted stock units that become earned will be determined using straight line interpolation. Any earned performance-based restricted stock units vest in full on February 28, 2023, the last day of the performance period. Read SEC document |
| February 27, 2020 Filed Mar 3, 2020 01:13 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | GrantRestricted Stock Units · Derivative | 65,963 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-006629 · doc4.xml · derivative · entry 1 Manzano Stephen · CIK 0001798993 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,963 Underlying: Class A Common Stock · 65,963 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on February 27, 2021. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on February 27, 2021. 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.