Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORASURE TECHNOLOGIES INCOSUR · Entity 6152 | EVP & BU Lead - Molecular | February 15, 2018 | February 20, 2018 |
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 15, 2018 · Filed February 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 18,075 |
Ending reported balance
After 2018-02-16 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2018-02-15 · Exercise / conversion · Acquired 10,000 · Balance 28,075 Row 2 · 2018-02-15 · Sale · Disposed 10,000 · Balance 18,075 Row 3 · 2018-02-16 · Exercise / conversion · Acquired 10,000 · Balance 28,075 Row 4 · 2018-02-16 · Sale · Disposed 10,000 · Balance 18,075 |
| Nonqualified stock optionsSEC Table II · derivative / convertible security · Conversion / exercise price $5.96 · Expires 2023-12-20 | Direct | 10,000 |
Reported balance
After 2018-02-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-02-15 · Exercise / conversion · Disposed 10,000 · Balance 10,000 F1: Nonqualified stock options granted on December 20, 2013, 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. |
| Nonqualified stock optionsSEC Table II · derivative / convertible security · Conversion / exercise price $5.96 · Expires 2023-12-20 | Direct | 0 |
Reported balance
After 2018-02-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-02-16 · Exercise / conversion · Disposed 10,000 · Balance 0 F1: Nonqualified stock options granted on December 20, 2013, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Nonqualified stock options granted on December 20, 2013, 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.
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 16, 2018 Filed Feb 20, 2018 22:40 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionNonqualified stock options · Derivative | 10,000 | $0.00 Strike: $5.96 | $0.00 |
DisclosureSEC source: 0001209784-18-000012 · edgar.xml · derivative · entry 6 SMITH BRIAN · CIK 0001713865 · EVP & BU Lead - Molecular 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 10,000 shares Expires 2023-12-20 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 December 20, 2013, 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 |
| February 16, 2018 Filed Feb 20, 2018 22:40 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 10,000 | $18.00 | $180,010.00 |
DisclosureSEC source: 0001209784-18-000012 · edgar.xml · nonDerivative · entry 4 SMITH BRIAN · CIK 0001713865 · EVP & BU Lead - Molecular 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,075 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 22:40 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionCommon stock | 10,000 | $5.96 | $59,590.00 |
DisclosureSEC source: 0001209784-18-000012 · edgar.xml · nonDerivative · entry 3 SMITH BRIAN · CIK 0001713865 · EVP & BU Lead - Molecular 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,075 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 15, 2018 Filed Feb 20, 2018 22:40 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionNonqualified stock options · Derivative | 10,000 | $0.00 Strike: $5.96 | $0.00 |
DisclosureSEC source: 0001209784-18-000012 · edgar.xml · derivative · entry 5 SMITH BRIAN · CIK 0001713865 · EVP & BU Lead - Molecular 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common stock · 10,000 shares Expires 2023-12-20 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 December 20, 2013, 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 |
| February 15, 2018 Filed Feb 20, 2018 22:40 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCommon stock | 10,000 | $17.95 | $179,450.00 |
DisclosureSEC source: 0001209784-18-000012 · edgar.xml · nonDerivative · entry 2 SMITH BRIAN · CIK 0001713865 · EVP & BU Lead - Molecular 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,075 Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:40 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionCommon stock | 10,000 | $5.96 | $59,590.00 |
DisclosureSEC source: 0001209784-18-000012 · edgar.xml · nonDerivative · entry 1 SMITH BRIAN · CIK 0001713865 · EVP & BU Lead - Molecular 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,075 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, 2018 Filed Feb 5, 2018 23:05 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon stock | 1,017 | $21.00 | $21,357.00 |
DisclosureSEC source: 0001209784-18-000008 · edgar.xml · nonDerivative · entry 2 SMITH BRIAN · CIK 0001713865 · EVP & BU Lead - Molecular 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,075 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 23:05 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon stock | 4,273 | $21.65 | $92,489.09 |
DisclosureSEC source: 0001209784-18-000008 · edgar.xml · nonDerivative · entry 1 SMITH BRIAN · CIK 0001713865 · EVP & BU Lead - Molecular 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,092 F1 · kind: Withholding of shares to pay the tax liability associated with vesting of restricted shares. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionNON-QUALIFIED STOCK OPTIONS · Derivative | 9,012 | $0.00 Strike: $9.31 | $0.00 |
DisclosureSEC source: 0000899243-17-021420 · doc4.xml · derivative · entry 4 SMITH BRIAN · CIK 0001713865 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,507 Underlying: COMMON STOCK · 9,012 shares Expires 2025-02-03 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: Non-Qualified stock options granted on February 3, 2015, vesting and exercisable over a four-year period, with one fourth 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 31, 2017 Filed Sep 5, 2017 20:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCOMMON STOCK | 100 | $20.40 | $2,040.00 |
DisclosureSEC source: 0000899243-17-021420 · doc4.xml · nonDerivative · entry 3 SMITH BRIAN · CIK 0001713865 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,365 Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCOMMON STOCK | 9,012 | $20.47 | $184,475.64 |
DisclosureSEC source: 0000899243-17-021420 · doc4.xml · nonDerivative · entry 2 SMITH BRIAN · CIK 0001713865 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,465 Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Exercise / conversionCOMMON STOCK | 9,012 | $9.31 | $83,856.66 |
DisclosureSEC source: 0000899243-17-021420 · doc4.xml · nonDerivative · entry 1 SMITH BRIAN · CIK 0001713865 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,477 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 22, 2017 Filed Aug 24, 2017 20:05 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCOMMON STOCK | 1,075 | $21.12 | $22,704.00 |
DisclosureSEC source: 0000899243-17-020966 · doc4.xml · nonDerivative · entry 2 SMITH BRIAN · CIK 0001713865 · SEE REMARKS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,465 Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 20:05 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | SaleCOMMON STOCK | 2,000 | $21.08 | $42,160.00 |
DisclosureSEC source: 0000899243-17-020966 · doc4.xml · nonDerivative · entry 1 SMITH BRIAN · CIK 0001713865 · SEE REMARKS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,540 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.