Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORASURE TECHNOLOGIES INCOSUR · Entity 6152 | Director | May 15, 2020 | May 19, 2020 |
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 May 15, 2020 · Filed May 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,446 |
Reported balance
After 2020-05-15 transaction · row 1
1 source rowRow 1 · 2020-05-15 · Tax withholding · Disposed 3,990 · Balance 58,446 F1: Withholding of shares to pay the tax liability associated with vesting of restricted shares |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares to pay the tax liability associated with vesting of restricted shares
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 |
|---|---|---|---|---|---|---|
| May 15, 2020 Filed May 19, 2020 20:40 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 3,990 | $16.04 | $64,000.00 |
DisclosureSEC source: 0001593968-20-001213 · primary_01.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,446 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares Read SEC document |
| May 21, 2019 Filed May 22, 2019 20:38 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 12,382 | $8.48 | $104,999.36 |
DisclosureSEC source: 0001593968-19-001165 · primary_01.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,436 F1 · kind: Grant of restricted shares under the OraSure Technologies, Inc. Stock Award Plan, cliff vesting on May 15, 2020. Vesting shall cease immediately if the named individual voluntarily ceases to serve as a member of the Board of Directors. Read SEC document |
| May 06, 2019 Filed May 7, 2019 20:20 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 1,980 | $9.88 | $19,567.35 |
DisclosureSEC source: 0001593968-19-001056 · primary_01.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,054 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 22:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GiftCommon Stock | 2,350 | $12.73 | $29,915.50 |
DisclosureSEC source: 0000899243-18-029875 · doc4.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,948 Read SEC document |
| November 28, 2018 Filed Dec 6, 2018 22:02 UTC Amendment | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GiftCommon Stock | 2,264 | $13.25 | $29,998.00 |
DisclosureSEC source: 0000899243-18-030262 · doc4a.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,034 Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 21:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon Stock | 8,000 | $16.29 | $130,320.00 |
DisclosureSEC source: 0000899243-18-023482 · doc4.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,298 Read SEC document |
| May 14, 2018 Filed May 15, 2018 20:24 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon stock | 2,028 | $15.98 | $32,397.30 |
DisclosureSEC source: 0001209784-18-000026 · edgar.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,298 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares. Read SEC document |
| May 08, 2018 Filed May 10, 2018 20:29 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon stock | 6,144 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209784-18-000021 · edgar.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,326 F1 · kind: Grant of restricted shares under the OraSure Technologies, Inc. Stock Award Plan, cliff vesting on May 6, 2019. Vesting shall cease immediately if the named individual voluntarily ceases to serve as a member of the Board of Directors. F1 · price: Grant of restricted shares under the OraSure Technologies, Inc. Stock Award Plan, cliff vesting on May 6, 2019. Vesting shall cease immediately if the named individual voluntarily ceases to serve as a member of the Board of Directors. Read SEC document |
| November 21, 2017 Filed Nov 21, 2017 23:31 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionNonqualified stock options · Derivative | 15,000 | $0.00 Strike: $8.06 | $0.00 |
DisclosureSEC source: 0001209784-17-000061 · edgar.xml · derivative · entry 3 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 15,000 shares Expires 2018-02-01 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_date: Nonqualified stock options granted on February 1, 2008, vesting and exercisable on a monthly basis over the 12 months immediately following the grant date. Read SEC document |
| November 21, 2017 Filed Nov 21, 2017 23:31 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon stock | 7,922 | $15.25 | $120,810.50 |
DisclosureSEC source: 0001209784-17-000061 · edgar.xml · nonDerivative · entry 2 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,182 F1 · kind: Withholding of shares to pay the exercise price associated with the option exercise. Read SEC document |
| November 21, 2017 Filed Nov 21, 2017 23:31 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionCommon stock | 15,000 | $8.06 | $120,825.00 |
DisclosureSEC source: 0001209784-17-000061 · edgar.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,104 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 |
| August 30, 2017 Filed Aug 31, 2017 20:05 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon Stock | 1,000 | $20.11 | $20,110.00 |
DisclosureSEC source: 0000899243-17-021302 · doc4.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,104 Read SEC document |
| May 30, 2017 Filed May 30, 2017 20:56 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 6,666 | $15.15 | $100,989.90 |
DisclosureSEC source: 0001209784-17-000047 · edgar.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,104 Read SEC document |
| May 16, 2017 Filed May 17, 2017 20:47 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon stock | 6,295 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209784-17-000043 · edgar.xml · nonDerivative · entry 2 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,770 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 20:47 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon stock | 4,121 | $15.13 | $62,340.43 |
DisclosureSEC source: 0001209784-17-000043 · edgar.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,475 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares. Read SEC document |
| May 05, 2017 Filed May 9, 2017 22:49 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GiftCommon stock | 285 | $14.96 | $4,263.60 |
DisclosureSEC source: 0001209784-17-000035 · edgar.xml · nonDerivative · entry 3 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,596 Read SEC document |
| May 05, 2017 Filed May 9, 2017 22:49 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 745 | $14.96 | $11,145.20 |
DisclosureSEC source: 0001209784-17-000035 · edgar.xml · nonDerivative · entry 2 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,881 Read SEC document |
| May 05, 2017 Filed May 9, 2017 22:49 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 9,255 | $14.96 | $138,454.80 |
DisclosureSEC source: 0001209784-17-000035 · edgar.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Non-qualified Deferred Compensation Plan Disclosed balance after: 0 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 20:38 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GiftCommon stock | 2,450 | $11.43 | $28,003.50 |
DisclosureSEC source: 0001209784-17-000026 · edgar.xml · nonDerivative · entry 4 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,626 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 20:38 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 13,880 | $11.27 | $156,413.72 |
DisclosureSEC source: 0001209784-17-000026 · edgar.xml · nonDerivative · entry 3 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,076 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:22 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 5,650 | $11.30 | $63,845.00 |
DisclosureSEC source: 0001209784-17-000027 · edgar.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Non-qualified Deferred Compensation Plan Disclosed balance after: 9,255 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 20:38 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 1,003 | $11.35 | $11,384.05 |
DisclosureSEC source: 0001209784-17-000026 · edgar.xml · nonDerivative · entry 2 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,956 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 20:38 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 15,000 | $11.30 | $169,500.00 |
DisclosureSEC source: 0001209784-17-000026 · edgar.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,959 Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 23:22 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionNonqualified stock options · Derivative | 15,000 | $0.00 Strike: $8.28 | $0.00 |
DisclosureSEC source: 0001209784-17-000009 · edgar.xml · derivative · entry 3 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 15,000 shares Expires 2017-02-01 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 February 1, 2007, vesting and exercisable on a monthly basis, over the 12 months immediatley following the grant date. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 23:22 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionCommon stock | 15,000 | $8.28 | $124,125.00 |
DisclosureSEC source: 0001209784-17-000009 · edgar.xml · nonDerivative · entry 1 Patrick Charles W · CIK 0001348789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,959 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.