Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Definitive Healthcare Corp.DH · Entity 1538 | Director · Chief Executive Officer | July 01, 2026 | July 06, 2026 |
| Dun & Bradstreet Holdings, Inc.DNB · Entity 76079 | President, North America | March 10, 2022 | March 14, 2022 |
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.
Definitive Healthcare Corp.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,975,229 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Tax withholding · Disposed 37,593 · Balance 4,975,229 F1: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs.
Dun & Bradstreet Holdings, Inc.
Report date March 10, 2022 · Filed March 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,005,541 |
Ending reported balance
After 2022-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-10 · Grant · Acquired 241,255 · Balance 1,019,583 F1: Grant of restricted common stock vesting in three equal annual installments beginning on March 10, 2023, subject to the achievement of performance criteria specified in the reporting persons award agreement. Row 2 · 2022-03-10 · Tax withholding · Disposed 14,042 · Balance 1,005,541 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted common stock vesting in three equal annual installments beginning on March 10, 2023, subject to the achievement of performance criteria specified in the reporting persons award agreement.
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 01, 2026 Filed Jul 6, 2026 20:05 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 37,593 | $0.80 | $30,074.40 |
DisclosureSEC source: 0001193125-26-296168 · ownership.xml · nonDerivative · entry 1 Coop Kevin · CIK 0001912728 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,975,229 F1 · shares: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:05 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 66,050 | $0.99 | $65,389.50 |
DisclosureSEC source: 0001193125-26-255405 · ownership.xml · nonDerivative · entry 1 Coop Kevin · CIK 0001912728 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,012,822 F1 · shares: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:15 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 37,593 | $1.09 | $40,976.37 |
DisclosureSEC source: 0001193125-26-142183 · ownership.xml · nonDerivative · entry 1 Coop Kevin · CIK 0001912728 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,078,872 F1 · shares: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:05 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 175,524 | $1.28 | $224,670.72 |
DisclosureSEC source: 0001193125-26-088137 · ownership.xml · nonDerivative · entry 1 Coop Kevin · CIK 0001912728 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,116,465 F1 · shares: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:53 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 1,735,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-077188 · ownership.xml · nonDerivative · entry 1 Coop Kevin · CIK 0001912728 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,291,989 F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, with 25% of the RSUs vesting on March 1, 2027, followed by vesting of 6.25% every three months thereafter over the subsequent three years, subject to the Reporting Person's continued service with the Issuer through each such vesting date. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:05 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 28,236 | $2.87 | $81,037.32 |
DisclosureSEC source: 0001193125-26-002396 · ownership.xml · nonDerivative · entry 1 Coop Kevin · CIK 0001912728 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,556,552 F1 · kind: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 12:20 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 37,593 | $3.56 | $133,831.08 |
DisclosureSEC source: 0001193125-25-229266 · ownership.xml · nonDerivative · entry 1 Coop Kevin · CIK 0001912728 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,584,788 F1 · kind: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:15 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 116,750 | $4.05 | $472,837.50 |
DisclosureSEC source: 0001415889-25-019309 · form4-07032025_040715.xml · nonDerivative · entry 1 Coop Kevin · CIK 0001912728 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,622,381 F1 · kind: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:07 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 2,382,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006473 · form4-03042025_090334.xml · nonDerivative · entry 1 Coop Kevin · CIK 0001912728 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,739,131 F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"), with 25% of the RSUs vesting on March 1, 2026, followed by vesting of 6.25% every three months thereafter over the subsequent three years, subject to the Reporting Person's continued service with the Issuer through each such vesting date. Read SEC document |
| July 04, 2024 Filed Jul 8, 2024 20:15 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 186,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019340 · form4-07082024_040704.xml · nonDerivative · entry 1 Coop Kevin · CIK 0001912728 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,356,239 F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"), with 25% of the RSUs vesting on July 1, 2025, followed by vesting of 6.25% every three months thereafter over the subsequent three years, subject to the Reporting Person's continued service with the Issuer through each such vesting date. Read SEC document |
| June 24, 2024 Filed Jun 24, 2024 22:31 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantPerformance-based Stock Units · Derivative | 1,137,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018062 · form4-06242024_100602.xml · derivative · entry 2 Coop Kevin · CIK 0001912728 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,137,038 Underlying: Class A Common Stock · 1,137,038 shares Expires 2028-06-24 F2 · derivative.exercise_price: Represents performance-based stock units ("PSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, which will vest in four tranches: (i) 200,000 PSUs are subject to the first vesting tranche, (ii) 266,667 PSUs are subject to the second vesting tranche, (iii) 300,000 PSUs are subject to the third vesting tranche, and (iv) 370,371 PSUs are subject to the fourth vesting tranche. The first vesting tranche will vest during a two-year performance period beginning on the grant date and the other three vesting tranches will vest during a four-year performance period beginning on the grant date (each, a "Performance Period"). Each vesting tranche is subject to satisfaction of certain stock price hurdles and a continued service requirement. F3 · derivative.exercise_price: Footnote continued: The stock price hurdle for a particular vesting tranche will be satisfied if, during the applicable Performance Period, the average closing price of the Class A Common Stock is at least, for 30 consecutive trading days, (i) $10.00 with respect to the first vesting tranche, (ii) $15.00 with respect to the second vesting tranche, (iii) $20.00 with respect to the third vesting tranche and (iv) $27.00 with respect to the fourth vesting tranche. The vesting date for a particular vesting tranche will be the date on which the Human Capital Management and Compensation Committee of the Board certifies that the applicable stock price hurdle has been achieved with respect to such vesting tranche (the "PSU Vesting Date"). For the continued service requirement to be satisfied with respect to a particular vesting tranche, the Reporting Person must remain in continued service through each PSU Vesting Date. F2 · derivative.exercise_date: Represents performance-based stock units ("PSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, which will vest in four tranches: (i) 200,000 PSUs are subject to the first vesting tranche, (ii) 266,667 PSUs are subject to the second vesting tranche, (iii) 300,000 PSUs are subject to the third vesting tranche, and (iv) 370,371 PSUs are subject to the fourth vesting tranche. The first vesting tranche will vest during a two-year performance period beginning on the grant date and the other three vesting tranches will vest during a four-year performance period beginning on the grant date (each, a "Performance Period"). Each vesting tranche is subject to satisfaction of certain stock price hurdles and a continued service requirement. F3 · derivative.exercise_date: Footnote continued: The stock price hurdle for a particular vesting tranche will be satisfied if, during the applicable Performance Period, the average closing price of the Class A Common Stock is at least, for 30 consecutive trading days, (i) $10.00 with respect to the first vesting tranche, (ii) $15.00 with respect to the second vesting tranche, (iii) $20.00 with respect to the third vesting tranche and (iv) $27.00 with respect to the fourth vesting tranche. The vesting date for a particular vesting tranche will be the date on which the Human Capital Management and Compensation Committee of the Board certifies that the applicable stock price hurdle has been achieved with respect to such vesting tranche (the "PSU Vesting Date"). For the continued service requirement to be satisfied with respect to a particular vesting tranche, the Reporting Person must remain in continued service through each PSU Vesting Date. Read SEC document |
| June 24, 2024 Filed Jun 24, 2024 22:31 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 1,170,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018062 · form4-06242024_100602.xml · nonDerivative · entry 1 Coop Kevin · CIK 0001912728 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,170,047 F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"), with 25% of the RSUs vesting on July 1, 2025, followed by vesting of 6.25% every three months thereafter over the subsequent three years, subject to the Reporting Person's continued service with the Issuer through each such vesting date. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 21:31 UTC | Dun & Bradstreet Holdings, Inc. DNB · Entity 76079 | Tax withholdingCommon Stock | 14,042 | $16.58 | $232,816.36 |
DisclosureSEC source: 0001225208-22-004730 · doc4.xml · nonDerivative · entry 2 Coop Kevin · CIK 0001912728 · President, North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005,541 Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 21:31 UTC | Dun & Bradstreet Holdings, Inc. DNB · Entity 76079 | GrantCommon Stock | 241,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-004730 · doc4.xml · nonDerivative · entry 1 Coop Kevin · CIK 0001912728 · President, North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,019,583 F1 · shares: Grant of restricted common stock vesting in three equal annual installments beginning on March 10, 2023, subject to the achievement of performance criteria specified in the reporting persons award agreement. 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.