Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ABBOTT LABORATORIESABT · Entity 2314 | Executive Vice President | February 29, 2012 | March 02, 2012 |
| QuidelOrtho CorpQDEL · Entity 4986 | Director | June 25, 2026 | June 29, 2026 |
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.
ABBOTT LABORATORIES
Report date February 29, 2012 · Filed March 02, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares without par valueSEC Table I · non-derivative | Direct | 229,617 |
Ending reported balance
After 2012-02-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2012-02-29 · Tax withholding · Disposed 15,954 · Balance 231,144 Row 2 · 2012-02-29 · Sale · Disposed 1,527 · Balance 229,617 |
QuidelOrtho Corp
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (Equity Grant)SEC Table II · derivative / convertible security | Direct | 15,532 |
Reported balance
After 2026-06-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 15,532 · Balance 15,532 F1: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2: The restricted stock units will vest on June 25, 2027. |
| Restricted Stock Units (Converted)SEC Table II · derivative / convertible security | Direct | 3,513 |
Reported balance
After 2026-06-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-25 · Grant · Acquired 3,513 · Balance 3,513 F1: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F3: The restricted stock units were received in lieu of cash payments to the reporting person for certain retainer and Board of Director service-related fees under a deferred compensation program applicable to participating non-employee directors. Release of vested restricted stock units will occur according to the elected deferral schedule. F4: 878 shares vested on June 25, 2026, 878 shares will vest on September 25, 2026, 878 shares will vest on December 25, 2026, and 879 shares will vest on March 25, 2027. |
| Restricted Stock Units (Premium)SEC Table II · derivative / convertible security | Direct | 1,053 |
Reported balance
After 2026-06-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-25 · Grant · Acquired 1,053 · Balance 1,053 F1: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2: The restricted stock units will vest on June 25, 2027. F3: The restricted stock units were received in lieu of cash payments to the reporting person for certain retainer and Board of Director service-related fees under a deferred compensation program applicable to participating non-employee directors. Release of vested restricted stock units will occur according to the elected deferral schedule. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock.
F2: The restricted stock units will vest on June 25, 2027.
F3: The restricted stock units were received in lieu of cash payments to the reporting person for certain retainer and Board of Director service-related fees under a deferred compensation program applicable to participating non-employee directors. Release of vested restricted stock units will occur according to the elected deferral schedule.
F4: 878 shares vested on June 25, 2026, 878 shares will vest on September 25, 2026, 878 shares will vest on December 25, 2026, and 879 shares will vest on March 25, 2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
QUIDEL CORP /DE/
Report date May 27, 2022 · Filed June 01, 2022
Section 16 reporting ended · disclosed 2022-06-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 1
1 source rowRow 1 · 2022-05-27 · Disposition to issuer · Disposed 9,098 · Balance 0 F1: Pursuant to the Business Combination Agreement, dated as of December 22, 2021 (the "Business Combination Agreement") by and among Quidel Corporation ("Quidel"), Ortho Clinical Diagnostics Holdings plc, QuidelOrtho Corporation ("QuidelOrtho"), Orca Holdco, Inc., Laguna Merger Sub, Inc. and Orca Holdco 2, Inc., each share of common stock of Quidel beneficially owned by the Reporting Person at the effective time of the transaction contemplated by the Business Combination Agreement will be exchanged for one share of common stock of QuidelOrtho. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-05-27 · Disposition to issuer · Disposed 1,137 · Balance 0 F2: Each restricted stock unit represents the right to receive one share of Quidel common stock. F3: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F4: Release of restricted stock units was deferred pursuant to Quidel's deferred compensation program applicable to participating non-employee directors and will occur according to the elected deferral schedule. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-27 · Disposition to issuer · Disposed 341 · Balance 0 F2: Each restricted stock unit represents the right to receive one share of Quidel common stock. F3: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F4: Release of restricted stock units was deferred pursuant to Quidel's deferred compensation program applicable to participating non-employee directors and will occur according to the elected deferral schedule. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-05-27 · Disposition to issuer · Disposed 356 · Balance 0 F2: Each restricted stock unit represents the right to receive one share of Quidel common stock. F3: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F4: Release of restricted stock units was deferred pursuant to Quidel's deferred compensation program applicable to participating non-employee directors and will occur according to the elected deferral schedule. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-05-27 · Disposition to issuer · Disposed 106 · Balance 0 F2: Each restricted stock unit represents the right to receive one share of Quidel common stock. F3: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F4: Release of restricted stock units was deferred pursuant to Quidel's deferred compensation program applicable to participating non-employee directors and will occur according to the elected deferral schedule. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-05-27 · Disposition to issuer · Disposed 555 · Balance 0 F2: Each restricted stock unit represents the right to receive one share of Quidel common stock. F3: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F4: Release of restricted stock units was deferred pursuant to Quidel's deferred compensation program applicable to participating non-employee directors and will occur according to the elected deferral schedule. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-05-27 · Disposition to issuer · Disposed 166 · Balance 0 F2: Each restricted stock unit represents the right to receive one share of Quidel common stock. F3: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F4: Release of restricted stock units was deferred pursuant to Quidel's deferred compensation program applicable to participating non-employee directors and will occur according to the elected deferral schedule. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Business Combination Agreement, dated as of December 22, 2021 (the "Business Combination Agreement") by and among Quidel Corporation ("Quidel"), Ortho Clinical Diagnostics Holdings plc, QuidelOrtho Corporation ("QuidelOrtho"), Orca Holdco, Inc., Laguna Merger Sub, Inc. and Orca Holdco 2, Inc., each share of common stock of Quidel beneficially owned by the Reporting Person at the effective time of the transaction contemplated by the Business Combination Agreement will be exchanged for one share of common stock of QuidelOrtho.
F2: Each restricted stock unit represents the right to receive one share of Quidel common stock.
F3: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions).
F4: Release of restricted stock units was deferred pursuant to Quidel's deferred compensation program applicable to participating non-employee directors and will occur according to the elected deferral schedule.
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 |
|---|---|---|---|---|---|---|
| August 20, 2007 Filed Aug 21, 2007 19:04 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 2,875 | $34.77 | $99,971.51 |
DisclosureSEC source: 0001104659-07-063971 · a4.xml · nonDerivative · entry 1 Michael Edward L · CIK 0001391823 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,206 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 08, 2007 Filed Aug 10, 2007 20:46 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 31,045 | $0.00 Strike: $54.30 | $0.00 |
DisclosureSEC source: 0001104659-07-061448 · a4.xml · derivative · entry 5 Michael Edward L · CIK 0001391823 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,045 Underlying: Common Shares · 31,045 shares Expires 2008-02-12 F1 · security: Employee stock option, including replacement option feature, granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. Read SEC document |
| August 08, 2007 Filed Aug 10, 2007 20:46 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionOption (right to buy) · Derivative | 39,687 | $0.00 Strike: $34.77 | $0.00 |
DisclosureSEC source: 0001104659-07-061448 · a4.xml · derivative · entry 4 Michael Edward L · CIK 0001391823 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,875 Underlying: Common Shares · 39,687 shares Expires 2008-02-12 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 · security: Employee stock option, including replacement option feature, granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program in a transaction exempt from Section 16 under Rule 16b-3. Read SEC document |
| August 08, 2007 Filed Aug 10, 2007 20:46 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | SaleCommon shares without par value | 8,642 | $55.79 | $482,111.25 |
DisclosureSEC source: 0001104659-07-061448 · a4.xml · nonDerivative · entry 3 Michael Edward L · CIK 0001391823 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,331 Read SEC document |
| August 08, 2007 Filed Aug 10, 2007 20:46 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Tax withholdingCommon shares without par value | 31,045 | $54.30 | $1,685,743.50 |
DisclosureSEC source: 0001104659-07-061448 · a4.xml · nonDerivative · entry 2 Michael Edward L · CIK 0001391823 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,973 Read SEC document |
| August 08, 2007 Filed Aug 10, 2007 20:46 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Exercise / conversionCommon shares without par value | 39,687 | $34.77 | $1,380,024.14 |
DisclosureSEC source: 0001104659-07-061448 · a4.xml · nonDerivative · entry 1 Michael Edward L · CIK 0001391823 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,018 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 |
| July 30, 2007 Filed Aug 1, 2007 21:34 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantOption (right to buy) · Derivative | 22,000 | $0.00 Strike: $50.52 | $0.00 |
DisclosureSEC source: 0001104659-07-057986 · a4.xml · derivative · entry 3 Michael Edward L · CIK 0001391823 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,000 Underlying: Common Shares · 22,000 shares Expires 2017-07-29 F3 · security: Employee stock option granted pursuant to the Abbott Laboratories 1996 Incentive Stock Program in a transaction exempt from Section 16(b) under Rule 16b-3. The option becomes exercisable in annual increments of 7,334 on 07/30/2008, 7,333 on 07/30/2009, and 7,333 on 07/30/2010. Read SEC document |
| July 30, 2007 Filed Aug 1, 2007 21:34 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 20,000 | $50.52 | $1,010,400.00 |
DisclosureSEC source: 0001104659-07-057986 · a4.xml · nonDerivative · entry 2 Michael Edward L · CIK 0001391823 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,331 F2 · kind: These shares represent a retention award of restricted stock under the Abbott Laboratories 1996 Incentive Stock Program. This award generally will vest 29 months from the date of grant and include the right to have stock withheld for tax purposes. Read SEC document |
| July 30, 2007 Filed Aug 1, 2007 21:34 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 5,400 | $50.52 | $272,808.00 |
DisclosureSEC source: 0001104659-07-057986 · a4.xml · nonDerivative · entry 1 Michael Edward L · CIK 0001391823 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,331 F1 · kind: These shares represent performance vested restricted stock awards under the Abbott Laboratories 1996 Incentive Stock Program. The awards have a 5-year term, with no more than 1/3 of the award vesting in any one year upon reaching a minimum return on equity target. The awards include the right to have stock withheld for tax purposes. Read SEC document |
| March 20, 2007 Filed Mar 28, 2007 17:13 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GiftCommon shares without par value | 9,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-07-023030 · a4.xml · nonDerivative · entry 1 Michael Edward L · CIK 0001391823 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,931 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.