Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BECTON DICKINSON & COBDX · Entity 2498 | VP, Corp Finance and Treasurer | March 02, 2018 | March 06, 2018 |
| CONMED CorpCNMD · Entity 4691 | Executive Vice President & CFO | July 15, 2026 | July 17, 2026 |
| Certara, Inc.CERT · Entity 787 | Chief Financial Officer | May 11, 2026 | May 13, 2026 |
| Cue Health Inc.HLTH · Entity 87957 | Chief Financial Officer | March 06, 2023 | March 07, 2023 |
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.
BECTON DICKINSON & CO
Report date March 02, 2018 · Filed March 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,975 |
Reported balance
After 2018-03-02 transaction · row 1
1 source rowRow 1 · 2018-03-02 · Tax withholding · Disposed 124 · Balance 1,975 F1: Represents shares withheld for payment of taxes relating to the vesting of previously reported restricted stock units granted on March 2, 2015. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for payment of taxes relating to the vesting of previously reported restricted stock units granted on March 2, 2015.
CONMED Corp
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| RSUs (Restricted Stock Units)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2036-07-15 | Direct | 35,054 |
Reported balance
After 2026-07-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 35,054 · Balance 35,054 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of CONMED Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting over a three-year period with the first 33% of the RSUs vesting one year after the grant date, 33% second year and 34% third year. |
| RSUs (Restricted Stock Units)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2036-07-15 | Direct | 61,929 |
Reported balance
After 2026-07-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-15 · Grant · Acquired 26,875 · Balance 61,929 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of CONMED Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting over a three-year period with the first 33% of the RSUs vesting one year after the grant date, 33% second year and 34% third year. |
| Options To Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $42.79 · Expires 2036-07-15 | Direct | 30,536 |
Reported balance
After 2026-07-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-15 · Grant · Acquired 30,536 · Balance 30,536 F2: The stock options were granted under CONMED Corporation's 2025 Long-Term Incentive Plan, with the stock options generally vesting in equal amounts over a four-year period with the first 25% of the stock options vesting one year after the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of CONMED Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting over a three-year period with the first 33% of the RSUs vesting one year after the grant date, 33% second year and 34% third year.
F2: The stock options were granted under CONMED Corporation's 2025 Long-Term Incentive Plan, with the stock options generally vesting in equal amounts over a four-year period with the first 25% of the stock options vesting one year after the grant date.
Certara, Inc.
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-11 · Disposition to issuer · Disposed 102,522 · Balance 0 F1: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2028. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 102,522 |
Reported balance
After 2026-05-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-11 · Grant · Acquired 102,522 · Balance 102,522 F1: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2028. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 194,444 |
Reported balance
After 2026-05-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-11 · Grant · Acquired 194,444 · Balance 194,444 F3: Each Company PSU was granted on May 11, 2026, pursuant to the terms of the 2026 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the 2020 Incentive Plan. Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-04-01 | Direct | 129,629 |
Reported balance
After 2026-05-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-11 · Grant · Acquired 129,629 · Balance 129,629 F2: Each restricted stock unit ("RSU") was granted on May 11, 2026, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. The RSUs will vest and settle in three equal installments on April 1, 2027, April 1, 2028, and April 1, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2028.
F2: Each restricted stock unit ("RSU") was granted on May 11, 2026, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. The RSUs will vest and settle in three equal installments on April 1, 2027, April 1, 2028, and April 1, 2029.
F3: Each Company PSU was granted on May 11, 2026, pursuant to the terms of the 2026 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the 2020 Incentive Plan. Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2029.
Cue Health Inc.
Report date March 06, 2023 · Filed March 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 627,668 |
Reported balance
After 2023-03-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-06 · Tax withholding · Disposed 6,117 · Balance 627,668 F1: The reported shares were withheld to satisfy the reporting person's tax liability in connection with the vesting of restricted stock units ("RSUs"). F2: Includes 417,480 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares were withheld to satisfy the reporting person's tax liability in connection with the vesting of restricted stock units ("RSUs").
F2: Includes 417,480 unvested RSUs.
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 |
|---|---|---|---|---|---|---|
| July 15, 2026 Filed Jul 17, 2026 19:09 UTC | CONMED Corp CNMD · Entity 4691 | GrantOptions To Purchase Common Stock · Derivative | 30,536 | $0.00 Strike: $42.79 | $0.00 |
DisclosureSEC source: 0000816956-26-000096 · form4.xml · derivative · entry 3 Gallagher John E · CIK 0001628991 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,536 Underlying: Common Stock · 30,536 shares Expires 2036-07-15 F2 · derivative.exercise_date: The stock options were granted under CONMED Corporation's 2025 Long-Term Incentive Plan, with the stock options generally vesting in equal amounts over a four-year period with the first 25% of the stock options vesting one year after the grant date. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 19:09 UTC | CONMED Corp CNMD · Entity 4691 | GrantRSUs (Restricted Stock Units) · Derivative | 26,875 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000816956-26-000096 · form4.xml · derivative · entry 2 Gallagher John E · CIK 0001628991 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,929 Underlying: Common Stock · 26,875 shares Expires 2036-07-15 F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of CONMED Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting over a three-year period with the first 33% of the RSUs vesting one year after the grant date, 33% second year and 34% third year. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 19:09 UTC | CONMED Corp CNMD · Entity 4691 | GrantRSUs (Restricted Stock Units) · Derivative | 35,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000816956-26-000096 · form4.xml · derivative · entry 1 Gallagher John E · CIK 0001628991 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,054 Underlying: Common Stock · 35,054 shares Expires 2036-07-15 F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of CONMED Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting over a three-year period with the first 33% of the RSUs vesting one year after the grant date, 33% second year and 34% third year. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:48 UTC | Certara, Inc. CERT · Entity 787 | GrantPerformance Stock Units · Derivative | 194,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001628991-26-000006 · form4-05132026_080501.xml · derivative · entry 4 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,444 Underlying: Common Stock · 194,444 shares Expires not disclosed F3 · derivative.exercise_price: Each Company PSU was granted on May 11, 2026, pursuant to the terms of the 2026 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the 2020 Incentive Plan. Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2029. F3 · derivative.exercise_date: Each Company PSU was granted on May 11, 2026, pursuant to the terms of the 2026 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the 2020 Incentive Plan. Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2029. F3 · derivative.expiration_date: Each Company PSU was granted on May 11, 2026, pursuant to the terms of the 2026 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the 2020 Incentive Plan. Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2029. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:48 UTC | Certara, Inc. CERT · Entity 787 | GrantRestricted Stock Units · Derivative | 129,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001628991-26-000006 · form4-05132026_080501.xml · derivative · entry 3 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,629 Underlying: Common Stock · 129,629 shares Expires 2029-04-01 F2 · derivative.exercise_price: Each restricted stock unit ("RSU") was granted on May 11, 2026, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. The RSUs will vest and settle in three equal installments on April 1, 2027, April 1, 2028, and April 1, 2029. F2 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on May 11, 2026, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. The RSUs will vest and settle in three equal installments on April 1, 2027, April 1, 2028, and April 1, 2029. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:48 UTC | Certara, Inc. CERT · Entity 787 | GrantPerformance Stock Units · Derivative | 102,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001628991-26-000006 · form4-05132026_080501.xml · derivative · entry 2 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,522 Underlying: Common Stock · 102,522 shares Expires not disclosed F1 · derivative.exercise_price: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2028. F1 · derivative.exercise_date: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2028. F1 · derivative.expiration_date: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2028. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:48 UTC | Certara, Inc. CERT · Entity 787 | Disposition to issuerPerformance Stock Units · Derivative | 102,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001628991-26-000006 · form4-05132026_080501.xml · derivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 102,522 shares Expires not disclosed F1 · derivative.exercise_price: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2028. F1 · derivative.exercise_date: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2028. F1 · derivative.expiration_date: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2028. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:07 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 22,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001628991-26-000003 · form4-04032026_080425.xml · derivative · entry 11 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,566 Underlying: Common Stock · 22,782 shares Expires 2028-04-01 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. F5 · derivative.exercise_price: Each RSU was granted on May 20, 2025, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2026. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2027 and April 1, 2028. F5 · derivative.exercise_date: Each RSU was granted on May 20, 2025, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2026. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2027 and April 1, 2028. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:07 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 15,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001628991-26-000003 · form4-04032026_080425.xml · derivative · entry 10 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,191 Underlying: Common Stock · 15,190 shares Expires 2027-04-01 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. F4 · derivative.exercise_price: Each RSU was granted on April 1, 2024, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2025. One-third of the RSUs vested and were settled on April 1, 2026. The remaining one-third of the RSUs will vest and settle on April 1, 2027. F4 · derivative.exercise_date: Each RSU was granted on April 1, 2024, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2025. One-third of the RSUs vested and were settled on April 1, 2026. The remaining one-third of the RSUs will vest and settle on April 1, 2027. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:07 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 12,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001628991-26-000003 · form4-04032026_080425.xml · derivative · entry 9 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,633 shares Expires 2026-04-01 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. F3 · derivative.exercise_price: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2024. One-third of the RSUs vested and were settled on April 1, 2025. The remaining one-third of the RSUs vested and settled on April 1, 2026. F3 · derivative.exercise_date: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2024. One-third of the RSUs vested and were settled on April 1, 2025. The remaining one-third of the RSUs vested and settled on April 1, 2026. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:07 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 7,803 | $5.70 | $44,477.10 |
DisclosureSEC source: 0001628991-26-000003 · form4-04032026_080425.xml · nonDerivative · entry 8 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,371 F2 · shares: Represents shares of Certara withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units ("RSUs") and PSUs described in footnotes 1, 3, 4, and 5, exempt under Rule 16b-3. F5 · price: Each RSU was granted on May 20, 2025, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2026. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2027 and April 1, 2028. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:07 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionCommon Stock | 22,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001628991-26-000003 · form4-04032026_080425.xml · nonDerivative · entry 7 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,174 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. F5 · price: Each RSU was granted on May 20, 2025, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2026. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2027 and April 1, 2028. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:07 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 5,203 | $5.70 | $29,657.10 |
DisclosureSEC source: 0001628991-26-000003 · form4-04032026_080425.xml · nonDerivative · entry 6 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,392 F2 · shares: Represents shares of Certara withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units ("RSUs") and PSUs described in footnotes 1, 3, 4, and 5, exempt under Rule 16b-3. F4 · price: Each RSU was granted on April 1, 2024, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2025. One-third of the RSUs vested and were settled on April 1, 2026. The remaining one-third of the RSUs will vest and settle on April 1, 2027. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:07 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionCommon Stock | 15,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001628991-26-000003 · form4-04032026_080425.xml · nonDerivative · entry 5 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,595 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. F4 · price: Each RSU was granted on April 1, 2024, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2025. One-third of the RSUs vested and were settled on April 1, 2026. The remaining one-third of the RSUs will vest and settle on April 1, 2027. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:07 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 4,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001628991-26-000003 · form4-04032026_080425.xml · nonDerivative · entry 4 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,405 F2 · shares: Represents shares of Certara withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units ("RSUs") and PSUs described in footnotes 1, 3, 4, and 5, exempt under Rule 16b-3. F3 · price: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2024. One-third of the RSUs vested and were settled on April 1, 2025. The remaining one-third of the RSUs vested and settled on April 1, 2026. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:07 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionCommon Stock | 12,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001628991-26-000003 · form4-04032026_080425.xml · nonDerivative · entry 3 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,732 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. F3 · price: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2024. One-third of the RSUs vested and were settled on April 1, 2025. The remaining one-third of the RSUs vested and settled on April 1, 2026. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:07 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 7,775 | $5.70 | $44,317.50 |
DisclosureSEC source: 0001628991-26-000003 · form4-04032026_080425.xml · nonDerivative · entry 2 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,099 F2 · shares: Represents shares of Certara withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units ("RSUs") and PSUs described in footnotes 1, 3, 4, and 5, exempt under Rule 16b-3. F1 · price: Each performance stock unit ("PSU") was granted on April 1, 2023, under the Certara, Inc. ("Certara") 2020 Incentive Plan (the "2020 Incentive Plan") and represents a right to receive one share of common stock. The PSUs were subject to the achievement of certain performance objectives over a three-year period from January 1, 2023, to December 31, 2025. The PSUs were vested and settled on April 1, 2026. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:07 UTC | Certara, Inc. CERT · Entity 787 | GrantCommon Stock | 23,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001628991-26-000003 · form4-04032026_080425.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,874 F1 · price: Each performance stock unit ("PSU") was granted on April 1, 2023, under the Certara, Inc. ("Certara") 2020 Incentive Plan (the "2020 Incentive Plan") and represents a right to receive one share of common stock. The PSUs were subject to the achievement of certain performance objectives over a three-year period from January 1, 2023, to December 31, 2025. The PSUs were vested and settled on April 1, 2026. Read SEC document |
| May 20, 2025 Filed May 22, 2025 20:36 UTC | Certara, Inc. CERT · Entity 787 | GrantRestricted Stock Units · Derivative | 68,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014162 · form4-05222025_080504.xml · derivative · entry 2 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,348 Underlying: Common Stock · 68,348 shares Expires 2028-04-01 F2 · derivative.exercise_price: Each restricted stock unit ("RSU") was granted on May 20, 2025, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. The RSUs will vest and settle in three equal installments on April 1, 2026, April 1, 2027, and April 1, 2028. F2 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on May 20, 2025, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. The RSUs will vest and settle in three equal installments on April 1, 2026, April 1, 2027, and April 1, 2028. Read SEC document |
| May 20, 2025 Filed May 22, 2025 20:36 UTC | Certara, Inc. CERT · Entity 787 | GrantPerformance Stock Units · Derivative | 102,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014162 · form4-05222025_080504.xml · derivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,522 Underlying: Common Stock · 102,522 shares Expires not disclosed F1 · derivative.exercise_price: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2028. F1 · derivative.exercise_date: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2028. F1 · derivative.expiration_date: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2028. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 15,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009978 · form4-04032025_080427.xml · derivative · entry 9 Gallagher John E · CIK 0001628991 · PRESIDENT, CHIEF COMMERCAL OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,381 Underlying: Common Stock · 15,190 shares Expires 2027-04-01 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. F4 · derivative.exercise_price: Each RSU was granted on April 1, 2024, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2025. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2026 and April 1, 2027. F4 · derivative.exercise_date: Each RSU was granted on April 1, 2024, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2025. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2026 and April 1, 2027. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 12,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009978 · form4-04032025_080427.xml · derivative · entry 8 Gallagher John E · CIK 0001628991 · PRESIDENT, CHIEF COMMERCAL OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,633 Underlying: Common Stock · 12,633 shares Expires 2026-04-01 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. F3 · derivative.exercise_price: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2024. One-third of the RSUs vested and were settled on April 1, 2025. The remaining one-third of the RSUs are scheduled to vest and settle on April 1, 2026. F3 · derivative.exercise_date: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2024. One-third of the RSUs vested and were settled on April 1, 2025. The remaining one-third of the RSUs are scheduled to vest and settle on April 1, 2026. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 14,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009978 · form4-04032025_080427.xml · derivative · entry 7 Gallagher John E · CIK 0001628991 · PRESIDENT, CHIEF COMMERCAL OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,663 shares Expires 2025-04-01 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 stock unit ("RSU") was granted on April 1, 2023, under the Certara, Inc. ("Certara") 2020 Incentive Plan ("2020 Incentive Plan") and represents a right to receive one share of common stock or the cash equivalent. One-half of the RSUs vested and were settled on April 1, 2024. The remaining RSUs vested and settled on April 1, 2025. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on April 1, 2023, under the Certara, Inc. ("Certara") 2020 Incentive Plan ("2020 Incentive Plan") and represents a right to receive one share of common stock or the cash equivalent. One-half of the RSUs vested and were settled on April 1, 2024. The remaining RSUs vested and settled on April 1, 2025. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 5,203 | $9.90 | $51,509.70 |
DisclosureSEC source: 0001415889-25-009978 · form4-04032025_080427.xml · nonDerivative · entry 6 Gallagher John E · CIK 0001628991 · PRESIDENT, CHIEF COMMERCAL OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,528 F2 · shares: Represents shares of Certara withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units ("RSUs") and PSUs described in footnotes 1, 3, and 4, exempt under Rule 16b-3. F4 · price: Each RSU was granted on April 1, 2024, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2025. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2026 and April 1, 2027. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionCommon Stock | 15,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009978 · form4-04032025_080427.xml · nonDerivative · entry 5 Gallagher John E · CIK 0001628991 · PRESIDENT, CHIEF COMMERCAL OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,731 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. F4 · price: Each RSU was granted on April 1, 2024, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2025. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2026 and April 1, 2027. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 4,327 | $9.90 | $42,837.30 |
DisclosureSEC source: 0001415889-25-009978 · form4-04032025_080427.xml · nonDerivative · entry 4 Gallagher John E · CIK 0001628991 · PRESIDENT, CHIEF COMMERCAL OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,541 F2 · shares: Represents shares of Certara withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units ("RSUs") and PSUs described in footnotes 1, 3, and 4, exempt under Rule 16b-3. F3 · price: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2024. One-third of the RSUs vested and were settled on April 1, 2025. The remaining one-third of the RSUs are scheduled to vest and settle on April 1, 2026. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionCommon Stock | 12,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009978 · form4-04032025_080427.xml · nonDerivative · entry 3 Gallagher John E · CIK 0001628991 · PRESIDENT, CHIEF COMMERCAL OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,868 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. F3 · price: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2024. One-third of the RSUs vested and were settled on April 1, 2025. The remaining one-third of the RSUs are scheduled to vest and settle on April 1, 2026. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 4,646 | $9.90 | $45,995.40 |
DisclosureSEC source: 0001415889-25-009978 · form4-04032025_080427.xml · nonDerivative · entry 2 Gallagher John E · CIK 0001628991 · PRESIDENT, CHIEF COMMERCAL OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,235 F2 · shares: Represents shares of Certara withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units ("RSUs") and PSUs described in footnotes 1, 3, and 4, exempt under Rule 16b-3. F1 · price: Each restricted stock unit ("RSU") was granted on April 1, 2023, under the Certara, Inc. ("Certara") 2020 Incentive Plan ("2020 Incentive Plan") and represents a right to receive one share of common stock or the cash equivalent. One-half of the RSUs vested and were settled on April 1, 2024. The remaining RSUs vested and settled on April 1, 2025. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionCommon Stock | 14,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009978 · form4-04032025_080427.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · PRESIDENT, CHIEF COMMERCAL OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,881 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 stock unit ("RSU") was granted on April 1, 2023, under the Certara, Inc. ("Certara") 2020 Incentive Plan ("2020 Incentive Plan") and represents a right to receive one share of common stock or the cash equivalent. One-half of the RSUs vested and were settled on April 1, 2024. The remaining RSUs vested and settled on April 1, 2025. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:02 UTC | Certara, Inc. CERT · Entity 787 | GrantRestricted Stock Units · Derivative | 45,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010062 · form4-04032024_090409.xml · derivative · entry 7 Gallagher John E · CIK 0001628991 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,571 Underlying: Common Stock · 45,571 shares Expires 2027-04-01 F4 · derivative.exercise_price: Each RSU was granted on April 1, 2024, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. The RSUs will vest and settle in three equal installments on April 1, 2025, April 1, 2026 and April 1, 2027. F4 · derivative.exercise_date: Each RSU was granted on April 1, 2024, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. The RSUs will vest and settle in three equal installments on April 1, 2025, April 1, 2026 and April 1, 2027. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:02 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 12,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010062 · form4-04032024_090409.xml · derivative · entry 6 Gallagher John E · CIK 0001628991 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,266 Underlying: Common Stock · 12,632 shares Expires 2026-04-01 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. F3 · derivative.exercise_price: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2024. The remaining two-thirds of the RSUs are scheduled to vest and settle in equal parts on April 1, 2025 and April 1, 2026. F3 · derivative.exercise_date: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2024. The remaining two-thirds of the RSUs are scheduled to vest and settle in equal parts on April 1, 2025 and April 1, 2026. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:02 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 14,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010062 · form4-04032024_090409.xml · derivative · entry 5 Gallagher John E · CIK 0001628991 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,663 Underlying: Common Stock · 14,663 shares Expires 2025-04-01 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 RSU was granted on April 1, 2023, under the Certara, Inc. ("Certara") 2020 Incentive Plan (the "2020 Incentive Plan") and represents the right to receive one share of common stock or the cash equivalent. Half of the RSUs vested and were settled on April 1, 2024. The remaining RSUs are scheduled to vest and settle on April 1, 2025. F1 · derivative.exercise_date: Each RSU was granted on April 1, 2023, under the Certara, Inc. ("Certara") 2020 Incentive Plan (the "2020 Incentive Plan") and represents the right to receive one share of common stock or the cash equivalent. Half of the RSUs vested and were settled on April 1, 2024. The remaining RSUs are scheduled to vest and settle on April 1, 2025. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:02 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 4,327 | $17.88 | $77,366.76 |
DisclosureSEC source: 0001415889-24-010062 · form4-04032024_090409.xml · nonDerivative · entry 4 Gallagher John E · CIK 0001628991 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,218 F2 · shares: Represents RSUs of Certara withheld to satisfy tax withholding obligations in connection with the vesting of RSUs described in footnotes 1 and 3, exempt under Rule 16b-3. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:02 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionCommon Stock | 12,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010062 · form4-04032024_090409.xml · nonDerivative · entry 3 Gallagher John E · CIK 0001628991 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,545 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. F3 · price: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2024. The remaining two-thirds of the RSUs are scheduled to vest and settle in equal parts on April 1, 2025 and April 1, 2026. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:02 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 4,750 | $17.88 | $84,930.00 |
DisclosureSEC source: 0001415889-24-010062 · form4-04032024_090409.xml · nonDerivative · entry 2 Gallagher John E · CIK 0001628991 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,913 F2 · shares: Represents RSUs of Certara withheld to satisfy tax withholding obligations in connection with the vesting of RSUs described in footnotes 1 and 3, exempt under Rule 16b-3. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:02 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionCommon Stock | 14,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010062 · form4-04032024_090409.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,663 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 RSU was granted on April 1, 2023, under the Certara, Inc. ("Certara") 2020 Incentive Plan (the "2020 Incentive Plan") and represents the right to receive one share of common stock or the cash equivalent. Half of the RSUs vested and were settled on April 1, 2024. The remaining RSUs are scheduled to vest and settle on April 1, 2025. Read SEC document |
| April 01, 2023 Filed Apr 3, 2023 20:55 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 29,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005812 · form4-04032023_080447.xml · derivative · entry 2 Gallagher John E · CIK 0001628991 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,326 Underlying: Common Stock · 29,326 shares Expires 2025-04-01 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_price: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The RSUs will vest and settle in two equal installments on April 1, 2024 and April 1, 2025. F2 · derivative.exercise_date: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The RSUs will vest and settle in two equal installments on April 1, 2024 and April 1, 2025. Read SEC document |
| April 01, 2023 Filed Apr 3, 2023 20:55 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 37,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005812 · form4-04032023_080447.xml · derivative · entry 1 Gallagher John E · CIK 0001628991 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,898 Underlying: Common Stock · 37,898 shares Expires 2026-04-01 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 RSU was granted on April 1, 2023, under the Certara, Inc. 2020 Incentive Plan (the "2020 Incentive Plan") and represents a right to receive one share of common stock or the cash equivalent thereof. The RSUs will vest and settle in three equal installments on April 1, 2024, April 1, 2025, and April 1, 2026. F1 · derivative.exercise_date: Each RSU was granted on April 1, 2023, under the Certara, Inc. 2020 Incentive Plan (the "2020 Incentive Plan") and represents a right to receive one share of common stock or the cash equivalent thereof. The RSUs will vest and settle in three equal installments on April 1, 2024, April 1, 2025, and April 1, 2026. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 02:44 UTC | Cue Health Inc. HLTH · Entity 87957 | Tax withholdingCommon Stock | 6,117 | $2.11 | $12,906.87 |
DisclosureSEC source: 0001628945-23-000047 · wf-form4_167815706924464.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627,668 F1 · shares: The reported shares were withheld to satisfy the reporting person's tax liability in connection with the vesting of restricted stock units ("RSUs"). F2 · balance_after: Includes 417,480 unvested RSUs. Read SEC document |
| December 28, 2022 Filed Dec 30, 2022 02:47 UTC | Cue Health Inc. HLTH · Entity 87957 | Tax withholdingCommon Stock | 12,415 | $1.80 | $22,347.00 |
DisclosureSEC source: 0001628945-22-000196 · wf-form4_167236842971230.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 633,785 F1 · shares: The reported shares were withheld to satisfy the reporting person's tax liability in connection with the vesting of restricted stock units. F2 · balance_after: Includes 432,235 unvested RSUs. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 02:15 UTC | Cue Health Inc. HLTH · Entity 87957 | Tax withholdingCommon Stock | 5,334 | $3.05 | $16,268.70 |
DisclosureSEC source: 0001628945-22-000189 · wf-form4_167046571865621.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646,200 F1 · shares: The reported shares were withheld to satisfy the reporting person's tax liability in connection with the vesting of restricted stock units. F2 · balance_after: Includes 466,578 unvested RSUs. Read SEC document |
| September 28, 2022 Filed Sep 29, 2022 23:16 UTC | Cue Health Inc. HLTH · Entity 87957 | Tax withholdingCommon Stock | 12,416 | $2.95 | $36,627.20 |
DisclosureSEC source: 0001628945-22-000151 · wf-form4_166449336617119.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 651,534 F1 · shares: The reported shares were withheld to satisfy the reporting person's tax liability in connection with the vesting of restricted stock units. F2 · balance_after: Includes 481,333 unvested RSUs. Read SEC document |
| September 06, 2022 Filed Sep 9, 2022 00:00 UTC | Cue Health Inc. HLTH · Entity 87957 | Tax withholdingCommon Stock | 5,334 | $3.29 | $17,548.86 |
DisclosureSEC source: 0001628945-22-000117 · wf-form4_166268158388844.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 663,950 F1 · shares: The reported shares were withheld to satisfy the reporting person's tax liability in connection with the vesting of restricted stock units. F2 · balance_after: Includes 515,676 unvested RSUs. Read SEC document |
| June 28, 2022 Filed Jun 28, 2022 23:25 UTC | Cue Health Inc. HLTH · Entity 87957 | Tax withholdingCommon Stock | 12,415 | $3.76 | $46,680.40 |
DisclosureSEC source: 0001628945-22-000064 · wf-form4_165645867933709.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 669,284 F1 · shares: The reported shares were withheld to satisfy the reporting person's tax liability in connection with the vesting of restricted stock units. F2 · balance_after: Includes 530,431 unvested RSUs. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 21:26 UTC | Cue Health Inc. HLTH · Entity 87957 | Tax withholdingCommon Stock | 7,548 | $5.30 | $40,004.40 |
DisclosureSEC source: 0001628945-22-000060 · wf-form4_165472357236937.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 681,699 F1 · shares: The reported shares were withheld to satisfy the reporting person's tax liability in connection with the vesting of restricted stock units. F2 · balance_after: Includes 564,774 unvested RSUs. Read SEC document |
| March 30, 2022 Filed Apr 1, 2022 20:55 UTC | Cue Health Inc. HLTH · Entity 87957 | GrantCommon Stock | 236,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001628945-22-000039 · wf-form4_164884652911364.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 689,247 F1 · shares: Represents restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the reporting person's continued service with the Issuer. One-sixteenth (1/16th) of the shares vest on the first Quarterly Vesting Date that is on or after March 5, 2022 and as to one-sixteenth (1/16th) of the RSUs on each Quarterly Vesting Date thereafter, subject to the reporting person providing continuous service through such date. "Quarterly Vesting Date" is the first trading day on or after each of March 5, June 5, September 5 and December 5. F2 · balance_after: Includes 579,529 unvested RSUs. Read SEC document |
| March 28, 2022 Filed Mar 30, 2022 23:48 UTC | Cue Health Inc. HLTH · Entity 87957 | Tax withholdingCommon Stock | 12,511 | $6.99 | $87,451.89 |
DisclosureSEC source: 0001628945-22-000035 · wf-form4_164868411142015.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453,157 F1 · shares: The reported shares of common stock were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of RSUs. F2 · balance_after: Includes 343,439 unvested RSUs. Such RSUs will vest in equal quarterly installments over the three years following the closing of the Issuer's initial public offering on September 28, 2021, subject to the reporting person's continued service with the Issuer. Read SEC document |
| December 28, 2021 Filed Dec 30, 2021 22:38 UTC | Cue Health Inc. HLTH · Entity 87957 | Tax withholdingCommon Stock | 17,452 | $15.66 | $273,298.32 |
DisclosureSEC source: 0001628945-21-000014 · wf-form4_164090391278186.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,668 F1 · shares: The reported shares were withheld to satisfy the reporting person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| September 28, 2021 Filed Sep 30, 2021 20:32 UTC | Cue Health Inc. HLTH · Entity 87957 | Tax withholdingCommon Stock | 66,379 | $18.63 | $1,236,640.77 |
DisclosureSEC source: 0001140361-21-033109 · form4.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 483,120 F1 · shares: Reflects shares of common stock withheld by the Issuer in order to satisfy tax withholding obligations upon the acceleration of vesting of restricted stock units of the Reporting Person, which RSUs vested as to 25% of the shares upon the closing of the Issuer's initial public offering on September 28, 2021 (the "Closing Date"). The shares of common stock received upon vesting of the RSUs are subject to a lockup agreement entered into by the Reporting Person in connection with the Issuer's initial public offering. F2 · balance_after: Includes 412,125 unvested RSUs. Such RSUs will vest in equal quarterly installments over the three years following the Closing Date, subject to the reporting person's continued service with the Issuer. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 13:22 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Tax withholdingCommon Stock | 124 | $217.65 | $26,988.60 |
DisclosureSEC source: 0001543407-18-000032 · edgar.xml · nonDerivative · entry 1 Gallagher John E · CIK 0001628991 · VP, Corp Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,975 F1 · shares: Represents shares withheld for payment of taxes relating to the vesting of previously reported restricted stock units granted on March 2, 2015. 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.