Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ICON PLCICLR · Entity 3439 | Director · Chief Executive Officer | August 07, 2026 | August 11, 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.
ICON PLC
Report date August 07, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 4,804 |
Ending reported balance
After 2026-08-10 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-07 · Exercise / conversion · Acquired 728 · Balance 5,186 F1: Each restricted share unit represents a contingent right to receive one ordinary share of the Issuer upon vesting, with a nominal conversion price equal to the par value of the ordinary shares (EUR 0.06) per underlying share automatically deducted from the reporting person's pay in connection with vesting. F2: These restricted share units were granted on August 7, 2023 and 728 restricted share units vested on August 7, 2026. Row 2 · 2026-08-10 · Sale · Disposed 304 · Balance 4,882 F3: The sale reported represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Row 3 · 2026-08-10 · Sale · Disposed 78 · Balance 4,804 F3: The sale reported represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-07 · Exercise / conversion · Disposed 728 · Balance 0 F1: Each restricted share unit represents a contingent right to receive one ordinary share of the Issuer upon vesting, with a nominal conversion price equal to the par value of the ordinary shares (EUR 0.06) per underlying share automatically deducted from the reporting person's pay in connection with vesting. F2: These restricted share units were granted on August 7, 2023 and 728 restricted share units vested on August 7, 2026. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 22,258 |
Reported balance
After 2026-08-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-10 · Grant · Acquired 22,258 · Balance 22,258 F1: Each restricted share unit represents a contingent right to receive one ordinary share of the Issuer upon vesting, with a nominal conversion price equal to the par value of the ordinary shares (EUR 0.06) per underlying share automatically deducted from the reporting person's pay in connection with vesting. F4: These restricted share units were granted on August 10, 2026 and are scheduled to vest in three approximately equal installments on March 8, 2027, March 8, 2028, and March 8, 2029. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $166.05 · Expires 2034-08-10 | Direct | 32,635 |
Reported balance
After 2026-08-10 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-08-10 · Grant · Acquired 32,635 · Balance 32,635 F5: These stock options were granted on August 10, 2026 and are scheduled to vest in four approximately equal installments on March 8, 2027, March 8, 2028, March 8, 2029, and March 8, 2030. F6: The stock options expire on the eighth anniversary of the grant date, subject to automatic extension until the 30th trading day following any period during which trading is prohibited under the Issuer's Share Trading Policy or applicable law, but in no event later than the tenth anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted share unit represents a contingent right to receive one ordinary share of the Issuer upon vesting, with a nominal conversion price equal to the par value of the ordinary shares (EUR 0.06) per underlying share automatically deducted from the reporting person's pay in connection with vesting.
F2: These restricted share units were granted on August 7, 2023 and 728 restricted share units vested on August 7, 2026.
F3: The sale reported represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.
F4: These restricted share units were granted on August 10, 2026 and are scheduled to vest in three approximately equal installments on March 8, 2027, March 8, 2028, and March 8, 2029.
F5: These stock options were granted on August 10, 2026 and are scheduled to vest in four approximately equal installments on March 8, 2027, March 8, 2028, March 8, 2029, and March 8, 2030.
F6: The stock options expire on the eighth anniversary of the grant date, subject to automatic extension until the 30th trading day following any period during which trading is prohibited under the Issuer's Share Trading Policy or applicable law, but in no event later than the tenth anniversary of the grant date.
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 10, 2026 Filed Aug 11, 2026 20:22 UTC | ICON PLC ICLR · Entity 3439 | GrantStock Options · Derivative | 32,635 | $0.00 Strike: $166.05 | $0.00 |
DisclosureSEC source: 0001628280-26-055723 · wk-form4_1786479751.xml · derivative · entry 6 Balfe Barry Edward · CIK 0002058614 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,635 Underlying: Ordinary Shares · 32,635 shares Expires 2034-08-10 F5 · derivative.exercise_date: These stock options were granted on August 10, 2026 and are scheduled to vest in four approximately equal installments on March 8, 2027, March 8, 2028, March 8, 2029, and March 8, 2030. F6 · derivative.expiration_date: The stock options expire on the eighth anniversary of the grant date, subject to automatic extension until the 30th trading day following any period during which trading is prohibited under the Issuer's Share Trading Policy or applicable law, but in no event later than the tenth anniversary of the grant date. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:22 UTC | ICON PLC ICLR · Entity 3439 | GrantRestricted Share Units · Derivative | 22,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-055723 · wk-form4_1786479751.xml · derivative · entry 5 Balfe Barry Edward · CIK 0002058614 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,258 Underlying: Ordinary Shares · 22,258 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one ordinary share of the Issuer upon vesting, with a nominal conversion price equal to the par value of the ordinary shares (EUR 0.06) per underlying share automatically deducted from the reporting person's pay in connection with vesting. F4 · derivative.exercise_date: These restricted share units were granted on August 10, 2026 and are scheduled to vest in three approximately equal installments on March 8, 2027, March 8, 2028, and March 8, 2029. F4 · derivative.expiration_date: These restricted share units were granted on August 10, 2026 and are scheduled to vest in three approximately equal installments on March 8, 2027, March 8, 2028, and March 8, 2029. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:22 UTC | ICON PLC ICLR · Entity 3439 | SaleOrdinary Shares | 78 | $165.14 | $12,880.92 |
DisclosureSEC source: 0001628280-26-055723 · wk-form4_1786479751.xml · nonDerivative · entry 3 Balfe Barry Edward · CIK 0002058614 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,804 F3 · kind: The sale reported represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:22 UTC | ICON PLC ICLR · Entity 3439 | SaleOrdinary Shares | 304 | $163.80 | $49,795.20 |
DisclosureSEC source: 0001628280-26-055723 · wk-form4_1786479751.xml · nonDerivative · entry 2 Balfe Barry Edward · CIK 0002058614 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,882 F3 · kind: The sale reported represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| August 07, 2026 Filed Aug 11, 2026 20:22 UTC | ICON PLC ICLR · Entity 3439 | Exercise / conversionRestricted Share Units · Derivative | 728 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-055723 · wk-form4_1786479751.xml · derivative · entry 4 Balfe Barry Edward · CIK 0002058614 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 728 shares Expires not disclosed 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_price: Each restricted share unit represents a contingent right to receive one ordinary share of the Issuer upon vesting, with a nominal conversion price equal to the par value of the ordinary shares (EUR 0.06) per underlying share automatically deducted from the reporting person's pay in connection with vesting. F2 · derivative.exercise_date: These restricted share units were granted on August 7, 2023 and 728 restricted share units vested on August 7, 2026. F2 · derivative.expiration_date: These restricted share units were granted on August 7, 2023 and 728 restricted share units vested on August 7, 2026. Read SEC document |
| August 07, 2026 Filed Aug 11, 2026 20:22 UTC | ICON PLC ICLR · Entity 3439 | Exercise / conversionOrdinary Shares | 728 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-055723 · wk-form4_1786479751.xml · nonDerivative · entry 1 Balfe Barry Edward · CIK 0002058614 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,186 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 · price: Each restricted share unit represents a contingent right to receive one ordinary share of the Issuer upon vesting, with a nominal conversion price equal to the par value of the ordinary shares (EUR 0.06) per underlying share automatically deducted from the reporting person's pay in connection with vesting. F2 · price: These restricted share units were granted on August 7, 2023 and 728 restricted share units vested on August 7, 2026. 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.