Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC.TMO · Entity 2836 | Senior Vice President | August 27, 2019 | August 29, 2019 |
| Telesis Bio Inc.TBIO · Entity 15606 | Director | May 01, 2024 | May 03, 2024 |
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.
THERMO FISHER SCIENTIFIC INC.
Report date August 27, 2019 · Filed August 29, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,967 |
Ending reported balance
After 2019-08-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-08-27 · Tax withholding · Disposed 489 · Balance 27,740 Row 2 · 2019-08-28 · Tax withholding · Disposed 773 · Balance 26,967 |
Telesis Bio Inc.
Report date May 01, 2024 · Filed May 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 184,677 |
Reported balance
After 2024-05-01 transaction · row 1
1 source rowRow 1 · 2024-05-01 · Grant · Acquired 31,486 · Balance 184,677 F1: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Issuer's Common Stock for each RSU. Subject to the Reporting Person continuing as a Service Provider (as defined in the Issuer's 2021 Stock Incentive Plan (the "Plan")) through each applicable date, 11,245 of the RSUs shall vest on January 1, 2025, and 20,241 of the RSUs shall vest on the earlier of the one-year anniversary of the date of grant or on the date of the annual meeting of the Issuer's stockholders following the date of grant. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.36 · Expires 2034-05-01 | Direct | 30,362 |
Reported balance
After 2024-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-01 · Grant · Acquired 30,362 · Balance 30,362 F2: Subject to the Reporting Person continuing as a Service Provider (as defined in the Plan) through such date, 100% of the shares subject to the option shall vest on the earlier of the one-year anniversary of the date of grant or on the date of the annual meeting of the Issuer's stockholders following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Issuer's Common Stock for each RSU. Subject to the Reporting Person continuing as a Service Provider (as defined in the Issuer's 2021 Stock Incentive Plan (the "Plan")) through each applicable date, 11,245 of the RSUs shall vest on January 1, 2025, and 20,241 of the RSUs shall vest on the earlier of the one-year anniversary of the date of grant or on the date of the annual meeting of the Issuer's stockholders following the date of grant.
F2: Subject to the Reporting Person continuing as a Service Provider (as defined in the Plan) through such date, 100% of the shares subject to the option shall vest on the earlier of the one-year anniversary of the date of grant or on the date of the annual meeting of the Issuer's stockholders following the date of grant.
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 13, 2011 Filed May 16, 2011 20:35 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $34.86 | $0.00 |
DisclosureSEC source: 0001127602-11-016458 · form4.xml · derivative · entry 3 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2013-02-27 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: The option originally was to have vested in three equal annual installments beginning on February 27, 2007, but became fully exercisable on November 9, 2006, as a result of the Issuer's merger with Fisher Scientific International Inc. Read SEC document |
| May 13, 2011 Filed May 16, 2011 20:35 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | SaleCommon Stock | 50,000 | $62.00 | $3,100,000.00 |
DisclosureSEC source: 0001127602-11-016458 · form4.xml · nonDerivative · entry 2 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,072 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 18, 2011. Read SEC document |
| May 13, 2011 Filed May 16, 2011 20:35 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Exercise / conversionCommon Stock | 50,000 | $34.86 | $1,743,000.00 |
DisclosureSEC source: 0001127602-11-016458 · form4.xml · nonDerivative · entry 1 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,072 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 |
| April 26, 2011 Filed Apr 28, 2011 22:03 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Exercise / conversionStock Option (Right to Buy) · Derivative | 45,000 | $0.00 Strike: $27.40 | $0.00 |
DisclosureSEC source: 0001127602-11-014036 · form4.xml · derivative · entry 3 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,000 shares Expires 2012-02-25 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: This option originally was to have vested in three equal annual installments beginning on February 25, 2006, but became fully exercisable on November 9, 2006, as a result of the Issuer's merger with Fisher Scientific International Inc. Read SEC document |
| April 26, 2011 Filed Apr 28, 2011 22:03 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | SaleCommon Stock | 57,349 | $57.50 | $3,297,567.50 |
DisclosureSEC source: 0001127602-11-014036 · form4.xml · nonDerivative · entry 2 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,072 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 18, 2011. Read SEC document |
| April 26, 2011 Filed Apr 28, 2011 22:03 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Exercise / conversionCommon Stock | 45,000 | $27.40 | $1,233,000.00 |
DisclosureSEC source: 0001127602-11-014036 · form4.xml · nonDerivative · entry 1 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,421 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 |
| March 04, 2011 Filed Mar 8, 2011 23:05 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 774 | $57.02 | $44,133.48 |
DisclosureSEC source: 0001127602-11-009492 · form4.xml · nonDerivative · entry 1 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,421 Read SEC document |
| February 25, 2011 Filed Mar 1, 2011 23:37 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 4,636 | $55.56 | $257,576.16 |
DisclosureSEC source: 0001127602-11-008151 · form4.xml · nonDerivative · entry 1 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,195 Read SEC document |
| February 23, 2011 Filed Feb 25, 2011 22:46 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantStock Option (Right to Buy) · Derivative | 71,250 | $0.00 Strike: $54.97 | $0.00 |
DisclosureSEC source: 0001127602-11-007750 · form4.xml · derivative · entry 2 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,250 Underlying: Common Stock · 71,250 shares Expires 2018-02-23 F1 · derivative.exercise_date: The option vests in four equal annual installments beginning on February 23, 2012. Read SEC document |
| February 23, 2011 Filed Feb 25, 2011 22:46 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 20,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-007750 · form4.xml · nonDerivative · entry 1 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,831 Read SEC document |
| August 09, 2010 Filed Aug 9, 2010 20:37 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | PurchaseCommon Stock | 200 | $45.74 | $9,147.80 |
DisclosureSEC source: 0001225208-10-018797 · doc4.xml · nonDerivative · entry 2 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,531 Read SEC document |
| August 09, 2010 Filed Aug 9, 2010 20:37 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | PurchaseCommon Stock | 1,985 | $45.75 | $90,809.78 |
DisclosureSEC source: 0001225208-10-018797 · doc4.xml · nonDerivative · entry 1 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,331 Read SEC document |
| March 05, 2010 Filed Mar 9, 2010 23:30 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantStock Option (Right to Buy) · Derivative | 29,000 | $0.00 Strike: $49.49 | $0.00 |
DisclosureSEC source: 0001225208-10-007586 · doc4.xml · derivative · entry 4 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,000 Underlying: Common Stock · 29,000 shares Expires 2017-03-05 F2 · derivative.exercise_date: The option vests in four equal annual installments beginning on March 5, 2012. Read SEC document |
| March 05, 2010 Filed Mar 9, 2010 23:30 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantStock Option (Right to Buy) · Derivative | 53,300 | $0.00 Strike: $49.49 | $0.00 |
DisclosureSEC source: 0001225208-10-007586 · doc4.xml · derivative · entry 3 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,300 Underlying: Common Stock · 53,300 shares Expires 2017-03-05 F1 · derivative.exercise_date: The option vests in four equal annual installments beginning on March 5, 2011. Read SEC document |
| March 05, 2010 Filed Mar 9, 2010 23:30 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 667 | $49.49 | $33,009.83 |
DisclosureSEC source: 0001225208-10-007586 · doc4.xml · nonDerivative · entry 2 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,346 Read SEC document |
| March 05, 2010 Filed Mar 9, 2010 23:30 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 11,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-007586 · doc4.xml · nonDerivative · entry 1 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,013 Read SEC document |
| February 26, 2010 Filed Mar 2, 2010 19:36 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 2,819 | $48.77 | $137,482.63 |
DisclosureSEC source: 0001225208-10-006524 · doc4.xml · nonDerivative · entry 1 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,413 Read SEC document |
| February 25, 2010 Filed Feb 26, 2010 21:16 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 1,842 | $49.28 | $90,773.76 |
DisclosureSEC source: 0001225208-10-006012 · doc4.xml · nonDerivative · entry 2 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,232 Read SEC document |
| February 25, 2010 Filed Feb 26, 2010 21:16 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 16,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-006012 · doc4.xml · nonDerivative · entry 1 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,074 F1 · shares: Shares represent a performance-based restricted stock award granted on February 26, 2009. The Company's Compensation Committee determined on February 25, 2010, that the performance criteria related to this award was satisfied. One-third of the shares vested on February 25, 2010, one-third of the shares vest on February 25, 2011, and the remaining one-third vest on February 25, 2012. Read SEC document |
| November 09, 2009 Filed Nov 12, 2009 21:05 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 709 | $45.39 | $32,181.51 |
DisclosureSEC source: 0001225208-09-022224 · doc4.xml · nonDerivative · entry 1 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,102 Read SEC document |
| February 26, 2009 Filed Mar 2, 2009 17:06 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantStock Option (Right to Buy) · Derivative | 80,700 | $0.00 Strike: $36.10 | $0.00 |
DisclosureSEC source: 0001225208-09-005432 · doc4.xml · derivative · entry 4 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,700 Underlying: Common Stock · 80,700 shares Expires 2016-02-26 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 26, 2010. Read SEC document |
| February 26, 2009 Filed Mar 2, 2009 17:06 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 950 | $36.10 | $34,295.00 |
DisclosureSEC source: 0001225208-09-005432 · doc4.xml · nonDerivative · entry 3 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,811 Read SEC document |
| February 26, 2009 Filed Mar 2, 2009 17:06 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 8,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-005432 · doc4.xml · nonDerivative · entry 2 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,761 F1 · shares: Shares represent a performance-based restricted stock award granted on March 5, 2008. The Company's Compensation Committee determined on February 26, 2009, that the performance criteria related to this award was satisfied. One-third of the shares vested on February 26, 2009, one-third of the shares vest on February 26, 2010, and the remaining one-third vest on February 26, 2011. Read SEC document |
| February 26, 2009 Filed Mar 2, 2009 17:06 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-005432 · doc4.xml · nonDerivative · entry 1 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,130 Read SEC document |
| May 15, 2008 Filed May 19, 2008 18:08 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $57.58 | $0.00 |
DisclosureSEC source: 0001225208-08-008851 · doc4.xml · derivative · entry 1 Herrema Gregory J. · CIK 0001434827 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2015-05-15 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on May 15, 2009. 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.