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 |
|---|---|---|---|---|---|---|
| February 28, 2018 Filed Mar 1, 2018 13:40 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | SaleCommon Stock | 9 | $226.30 | $2,036.70 |
DisclosureSEC source: 0001543407-18-000031 · edgar.xml · nonDerivative · entry 5 Gallagher John E · CIK 0001628991 · VP, Corp Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,099 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 13:40 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Exercise / conversionStock Appreciation Rights · Derivative | 5,746 | $0.00 Strike: $76.18 | $0.00 |
DisclosureSEC source: 0001543407-18-000031 · edgar.xml · derivative · entry 6 Gallagher John E · CIK 0001628991 · VP, Corp Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,746 shares Expires 2022-11-20 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. F3 · derivative.exercise_date: The stock appreciation rights vest in four annual installments beginning November 20, 2013. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 13:40 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | SaleCommon Stock | 1,546 | $226.08 | $349,519.68 |
DisclosureSEC source: 0001543407-18-000031 · edgar.xml · nonDerivative · entry 4 Gallagher John E · CIK 0001628991 · VP, Corp Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,108 F2 · price: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $226.00 through $226.30. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 13:40 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | SaleCommon Stock | 3,800 | $226.08 | $859,104.00 |
DisclosureSEC source: 0001543407-18-000031 · edgar.xml · nonDerivative · entry 3 Gallagher John E · CIK 0001628991 · VP, Corp Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,654 F1 · price: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $226.00 through $226.26. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 13:40 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Disposition to issuerCommon Stock | 1,937 | $226.08 | $437,916.96 |
DisclosureSEC source: 0001543407-18-000031 · edgar.xml · nonDerivative · entry 2 Gallagher John E · CIK 0001628991 · VP, Corp Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,454 F1 · price: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $226.00 through $226.26. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 13:40 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Exercise / conversionCommon Stock | 5,746 | $76.18 | $437,730.28 |
DisclosureSEC source: 0001543407-18-000031 · 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: 9,391 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 |
| November 26, 2017 Filed Nov 27, 2017 23:21 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantStock Appreciation Rights · Derivative | 4,159 | $0.00 Strike: $226.28 | $0.00 |
DisclosureSEC source: 0001543407-17-000044 · edgar.xml · derivative · entry 4 Gallagher John E · CIK 0001628991 · VP, Corp Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,159 Underlying: Common Stock · 4,159 shares Expires 2027-11-26 F4 · derivative.exercise_date: The stock appreciation rights vest in four annual installments beginning November 26, 2018. Read SEC document |
| November 26, 2017 Filed Nov 27, 2017 23:21 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 434 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-17-000044 · edgar.xml · nonDerivative · entry 3 Gallagher John E · CIK 0001628991 · VP, Corp Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,645 F3 · shares: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. Read SEC document |
| November 25, 2017 Filed Nov 27, 2017 23:21 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Tax withholdingCommon Stock | 933 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-17-000044 · edgar.xml · nonDerivative · entry 2 Gallagher John E · CIK 0001628991 · VP, Corp Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,211 F2 · shares: Represents shares withheld for payment of withholding taxes in connection with (A) vesting of the performance units referred to in footnote (1) and (B) the vesting of restricted stock units as previously reported on Table I. Read SEC document |
| November 25, 2017 Filed Nov 27, 2017 23:21 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 1,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-17-000044 · 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: 4,144 F1 · shares: Represents shares vesting under performance units granted on November 25, 2014. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 14:07 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Tax withholdingCommon Stock | 135 | $184.73 | $24,938.55 |
DisclosureSEC source: 0001543407-17-000020 · 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: 2,661 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 |
| December 15, 2016 Filed Dec 16, 2016 18:50 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | SaleCommon Stock | 1,793 | $168.82 | $302,694.26 |
DisclosureSEC source: 0001543407-16-000151 · 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: 2,796 Read SEC document |
| November 26, 2016 Filed Nov 29, 2016 17:19 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantStock Appreciation Rights · Derivative | 5,404 | $0.00 Strike: $170.69 | $0.00 |
DisclosureSEC source: 0001543407-16-000146 · edgar.xml · derivative · entry 4 Gallagher John E · CIK 0001628991 · VP, Corp Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,404 Underlying: Common Stock · 5,404 shares Expires 2026-11-26 F4 · derivative.exercise_date: The stock appreciation rights vest in four annual installments beginning November 26, 2017. Read SEC document |
| November 26, 2016 Filed Nov 29, 2016 17:19 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 551 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-16-000146 · edgar.xml · nonDerivative · entry 3 Gallagher John E · CIK 0001628991 · VP, Corp Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,589 F3 · shares: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. Read SEC document |
| November 26, 2016 Filed Nov 29, 2016 17:19 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Tax withholdingCommon Stock | 1,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-16-000146 · edgar.xml · nonDerivative · entry 2 Gallagher John E · CIK 0001628991 · VP, Corp Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,038 F2 · shares: Represents shares withheld for payment of withholding taxes in connection with vesting of the performance units referred to in footnote (1) and the vesting of restricted stock units as previously reported on Table I. Read SEC document |
| November 26, 2016 Filed Nov 29, 2016 17:19 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 2,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-16-000146 · 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: 5,322 F1 · shares: Represents shares vesting under performance units granted on November 26, 2013. 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.