Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORASURE TECHNOLOGIES INCOSUR · Entity 6152 | EVP & BU Lead - Infectious | February 01, 2020 | February 04, 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 February 01, 2020 · Filed February 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 227,867 |
Ending reported balance
After 2020-02-01 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2020-02-01 · Tax withholding · Disposed 3,736 · Balance 179,874 F1: Withholding of shares to pay the tax liability associated with vesting of restricted shares Row 2 · 2020-02-01 · Tax withholding · Disposed 1,644 · Balance 178,230 F1: Withholding of shares to pay the tax liability associated with vesting of restricted shares Row 3 · 2020-02-01 · Tax withholding · Disposed 3,175 · Balance 175,055 F1: Withholding of shares to pay the tax liability associated with vesting of restricted shares Row 4 · 2020-02-01 · Grant · Acquired 34,698 · Balance 209,753 F2: Restricted stock award with 3 year vesting schedule Row 5 · 2020-02-01 · Grant · Acquired 16,560 · Balance 226,313 F3: Shares delivered in settlement of vested performance units that did not constitute a derivative security. Row 6 · 2020-02-01 · Tax withholding · Disposed 7,475 · Balance 218,838 F4: Withholding of shares to pay tax liability associated with the vesting of performance units Row 7 · 2020-02-01 · Grant · Acquired 16,560 · Balance 235,398 F3: Shares delivered in settlement of vested performance units that did not constitute a derivative security. Row 8 · 2020-02-01 · Tax withholding · Disposed 7,531 · Balance 227,867 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: Restricted stock award with 3 year vesting schedule
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, 2020 Filed Feb 4, 2020 22:25 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 7,531 | $7.17 | $53,959.62 |
DisclosureSEC source: 0001593968-20-000317 · primary_01.xml · nonDerivative · entry 8 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,867 F4 · kind: Withholding of shares to pay tax liability associated with the vesting of performance units Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:25 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 16,560 | $7.17 | $118,652.40 |
DisclosureSEC source: 0001593968-20-000317 · primary_01.xml · nonDerivative · entry 7 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,398 F3 · kind: Shares delivered in settlement of vested performance units that did not constitute a derivative security. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:25 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 7,475 | $7.17 | $53,558.38 |
DisclosureSEC source: 0001593968-20-000317 · primary_01.xml · nonDerivative · entry 6 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,838 F4 · kind: Withholding of shares to pay tax liability associated with the vesting of performance units Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:25 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 16,560 | $7.17 | $118,652.40 |
DisclosureSEC source: 0001593968-20-000317 · primary_01.xml · nonDerivative · entry 5 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,313 F3 · kind: Shares delivered in settlement of vested performance units that did not constitute a derivative security. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:25 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 34,698 | $7.17 | $248,611.17 |
DisclosureSEC source: 0001593968-20-000317 · primary_01.xml · nonDerivative · entry 4 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,753 F2 · kind: Restricted stock award with 3 year vesting schedule Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:25 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 3,175 | $7.17 | $22,748.88 |
DisclosureSEC source: 0001593968-20-000317 · primary_01.xml · nonDerivative · entry 3 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,055 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 22:25 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 1,644 | $7.17 | $11,779.26 |
DisclosureSEC source: 0001593968-20-000317 · primary_01.xml · nonDerivative · entry 2 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,230 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 22:25 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 3,736 | $7.17 | $26,768.44 |
DisclosureSEC source: 0001593968-20-000317 · primary_01.xml · nonDerivative · entry 1 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,874 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 11,217 | $12.98 | $145,624.70 |
DisclosureSEC source: 0001593968-19-000353 · primary_01.xml · nonDerivative · entry 8 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,610 F4 · kind: Withholding of shares to pay tax liability associated with the vesting of performance units Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 24,135 | $12.98 | $313,332.64 |
DisclosureSEC source: 0001593968-19-000353 · primary_01.xml · nonDerivative · entry 7 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,827 F3 · kind: Shares delivered in settlement of vested performance units that did not constitute a derivative security. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 11,217 | $12.98 | $145,624.70 |
DisclosureSEC source: 0001593968-19-000353 · primary_01.xml · nonDerivative · entry 6 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,692 F4 · kind: Withholding of shares to pay tax liability associated with the vesting of performance units Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 24,135 | $12.98 | $313,332.64 |
DisclosureSEC source: 0001593968-19-000353 · primary_01.xml · nonDerivative · entry 5 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,909 F3 · kind: Shares delivered in settlement of vested performance units that did not constitute a derivative security. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 19,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-19-000353 · primary_01.xml · nonDerivative · entry 4 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,774 F2 · kind: Restricted stock award with 3 year vesting schedule Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 1,505 | $12.98 | $19,538.66 |
DisclosureSEC source: 0001593968-19-000353 · primary_01.xml · nonDerivative · entry 3 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,107 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 3,400 | $12.98 | $44,140.50 |
DisclosureSEC source: 0001593968-19-000353 · primary_01.xml · nonDerivative · entry 2 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,612 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 5,371 | $12.98 | $69,729.01 |
DisclosureSEC source: 0001593968-19-000353 · primary_01.xml · nonDerivative · entry 1 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,012 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares Read SEC document |
| February 03, 2018 Filed Feb 5, 2018 23:08 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon stock | 1,382 | $21.00 | $29,022.00 |
DisclosureSEC source: 0001209784-18-000010 · edgar.xml · nonDerivative · entry 3 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,383 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:08 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon stock | 9,714 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209784-18-000010 · edgar.xml · nonDerivative · entry 2 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,765 F2 · kind: Grant of restricted shares under the OraSure Technologies, Inc. Stock Award Plan, with one-third of the grant vesting on February 1, 2019, February 1, 2020, and February 1, 2021. Vesting shall cease upon voluntary termination of employment. F2 · price: Grant of restricted shares under the OraSure Technologies, Inc. Stock Award Plan, with one-third of the grant vesting on February 1, 2019, February 1, 2020, and February 1, 2021. Vesting shall cease upon voluntary termination of employment. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:08 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon stock | 5,359 | $21.65 | $115,995.56 |
DisclosureSEC source: 0001209784-18-000010 · edgar.xml · nonDerivative · entry 1 Zezzo II Anthony · CIK 0001509328 · EVP & BU Lead - Infectious 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,051 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 20:52 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionNonqualified stock options · Derivative | 72,916 | $0.00 Strike: $5.71 | $0.00 |
DisclosureSEC source: 0001209784-17-000057 · edgar.xml · derivative · entry 3 Zezzo II Anthony · CIK 0001509328 · EVP - Infectious Diseases 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,427 Underlying: Common stock · 72,916 shares Expires 2024-02-03 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 3, 2014 vesting and exercisable over a four-year period, with one-fourth of the options vesting on the first anniversary date of the grant and the remainder vesting ratably on a monthly basis, over the remaining 36 months. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 20:52 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 72,916 | $21.26 | $1,550,296.24 |
DisclosureSEC source: 0001209784-17-000057 · edgar.xml · nonDerivative · entry 2 Zezzo II Anthony · CIK 0001509328 · EVP - Infectious Diseases 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,410 Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 20:52 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionCommon stock | 72,916 | $5.71 | $416,707.65 |
DisclosureSEC source: 0001209784-17-000057 · edgar.xml · nonDerivative · entry 1 Zezzo II Anthony · CIK 0001509328 · EVP - Infectious Diseases 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,326 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 10, 2017 Filed May 11, 2017 21:30 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionNonqualified stock options · Derivative | 115,000 | $0.00 Strike: $5.94 | $0.00 |
DisclosureSEC source: 0001209784-17-000039 · edgar.xml · derivative · entry 3 Zezzo II Anthony · CIK 0001509328 · EVP, Marketing and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 115,000 shares Expires 2021-01-03 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 January 3, 2011 vesting and exercisable over a four-year period, with one-fourth of the options vesting on the first anniversary date of the grant and the remainder vesting ratably on a monthly basis, over the remaining 36 months. Read SEC document |
| May 10, 2017 Filed May 11, 2017 21:30 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 115,000 | $14.70 | $1,690,845.00 |
DisclosureSEC source: 0001209784-17-000039 · edgar.xml · nonDerivative · entry 2 Zezzo II Anthony · CIK 0001509328 · EVP, Marketing and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,410 Read SEC document |
| May 10, 2017 Filed May 11, 2017 21:30 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionCommon stock | 115,000 | $5.94 | $682,525.00 |
DisclosureSEC source: 0001209784-17-000039 · edgar.xml · nonDerivative · entry 1 Zezzo II Anthony · CIK 0001509328 · EVP, Marketing and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,410 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 03, 2017 Filed Feb 6, 2017 22:12 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon stock | 4,522 | $8.84 | $39,974.48 |
DisclosureSEC source: 0001209784-17-000017 · edgar.xml · nonDerivative · entry 1 Zezzo II Anthony · CIK 0001509328 · EVP, Marketing and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,410 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 23:35 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon stock | 22,079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209784-17-000012 · edgar.xml · nonDerivative · entry 2 Zezzo II Anthony · CIK 0001509328 · EVP, Marketing and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,932 F2 · kind: Grant of restricted shares under the OraSure Technologies, Inc. Stock Award Plan, with one-third of the grant vesting on February 1, 2018, February 1, 2019, and February 1, 2020. Vesting shall cease upon voluntary termination of employment. F2 · price: Grant of restricted shares under the OraSure Technologies, Inc. Stock Award Plan, with one-third of the grant vesting on February 1, 2018, February 1, 2019, and February 1, 2020. Vesting shall cease upon voluntary termination of employment. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 23:35 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon stock | 3,946 | $8.87 | $35,001.02 |
DisclosureSEC source: 0001209784-17-000012 · edgar.xml · nonDerivative · entry 1 Zezzo II Anthony · CIK 0001509328 · EVP, Marketing and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,853 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares. 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.