Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QuidelOrtho CorpQDEL · Entity 4986 | Director | June 25, 2026 | June 29, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
QuidelOrtho Corp
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (Equity Grant)SEC Table II · derivative / convertible security | Direct | 15,532 |
Reported balance
After 2026-06-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 15,532 · Balance 15,532 F1: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2: The restricted stock units will vest on June 25, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock.
F2: The restricted stock units will vest on June 25, 2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
QUIDEL CORP /DE/
Report date May 27, 2022 · Filed June 01, 2022
Section 16 reporting ended · disclosed 2022-06-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 1
1 source rowRow 1 · 2022-05-27 · Disposition to issuer · Disposed 1,913 · Balance 0 F1: Pursuant to the Business Combination Agreement, dated as of December 22, 2021 (the "Business Combination Agreement") by and among Quidel Corporation ("Quidel"), Ortho Clinical Diagnostics Holdings plc, QuidelOrtho Corporation ("QuidelOrtho"), Orca Holdco, Inc., Laguna Merger Sub, Inc. and Orca Holdco 2, Inc., each share of common stock of Quidel beneficially owned by the Reporting Person at the effective time of the transaction contemplated by the Business Combination Agreement will be exchanged for one share of common stock of QuidelOrtho. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Business Combination Agreement, dated as of December 22, 2021 (the "Business Combination Agreement") by and among Quidel Corporation ("Quidel"), Ortho Clinical Diagnostics Holdings plc, QuidelOrtho Corporation ("QuidelOrtho"), Orca Holdco, Inc., Laguna Merger Sub, Inc. and Orca Holdco 2, Inc., each share of common stock of Quidel beneficially owned by the Reporting Person at the effective time of the transaction contemplated by the Business Combination Agreement will be exchanged for one share of common stock of QuidelOrtho.
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 |
|---|---|---|---|---|---|---|
| June 25, 2026 Filed Jun 29, 2026 21:59 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantRestricted Stock Units (Equity Grant) · Derivative | 15,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001848760-26-000003 · wk-form4_1782770397.xml · derivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,532 Underlying: Common Stock · 15,532 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2 · derivative.exercise_date: The restricted stock units will vest on June 25, 2027. F2 · derivative.expiration_date: The restricted stock units will vest on June 25, 2027. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 20:08 UTC | QuidelOrtho Corp QDEL · Entity 4986 | Exercise / conversionRestricted Stock Units (Equity Grant) · Derivative | 6,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001848760-26-000002 · wk-form4_1780430901.xml · derivative · entry 2 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,829 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F3 · derivative.exercise_date: The restricted stock units vested on May 29, 2026. F3 · derivative.expiration_date: The restricted stock units vested on May 29, 2026. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 20:08 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantCommon Stock | 6,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001848760-26-000002 · wk-form4_1780430901.xml · nonDerivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,705 F1 · shares: Reflects release of restricted stock units that were previously reported on a Form 4. Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:33 UTC | QuidelOrtho Corp QDEL · Entity 4986 | PurchaseCommon Stock | 370 | $27.96 | $10,343.35 |
DisclosureSEC source: 0001848760-25-000004 · wk-form4_1764624786.xml · nonDerivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,876 Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 20:21 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantRestricted Stock Units (Equity Grant) · Derivative | 6,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001906324-25-000125 · wk-form4_1748895704.xml · derivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,829 Underlying: Common Stock · 6,829 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2 · derivative.exercise_date: The restricted stock units will vest on May 29, 2026. F2 · derivative.expiration_date: The restricted stock units will vest on May 29, 2026. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:32 UTC | QuidelOrtho Corp QDEL · Entity 4986 | Exercise / conversionRestricted Stock Units (Equity Grant) · Derivative | 4,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001906324-25-000101 · wk-form4_1748377916.xml · derivative · entry 2 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,929 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F3 · derivative.exercise_date: The restricted stock units vested on May 22, 2025. F3 · derivative.expiration_date: The restricted stock units vested on May 22, 2025. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:32 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantCommon Stock | 4,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001906324-25-000101 · wk-form4_1748377916.xml · nonDerivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,506 F1 · shares: Reflects release of restricted stock units that were previously reported on a Form 4. Read SEC document |
| May 24, 2024 Filed May 29, 2024 20:43 UTC | QuidelOrtho Corp QDEL · Entity 4986 | Exercise / conversionRestricted Stock Units (Equity Grant) · Derivative | 2,416 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-066014 · ownership.xml · derivative · entry 2 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,416 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F3 · derivative.exercise_date: The restricted stock units vested on May 24, 2024. F3 · derivative.expiration_date: The restricted stock units vested on May 24, 2024. Read SEC document |
| May 24, 2024 Filed May 29, 2024 20:43 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantCommon Stock | 2,416 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-066014 · ownership.xml · nonDerivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,577 F1 · shares: Reflects release of restricted stock units that were previously reported on a Form 4. Read SEC document |
| May 22, 2024 Filed May 23, 2024 22:30 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantRestricted Stock Units (Equity Grant) · Derivative | 4,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064150 · ownership.xml · derivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,929 Underlying: Common Stock · 4,929 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2 · derivative.exercise_date: The restricted stock units vest on May 22, 2025. F2 · derivative.expiration_date: The restricted stock units vest on May 22, 2025. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 20:32 UTC | QuidelOrtho Corp QDEL · Entity 4986 | Exercise / conversionRestricted Stock Units (Equity Grant) · Derivative | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035430 · doc4.xml · derivative · entry 2 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,248 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F3 · derivative.exercise_date: The restricted stock units vested on June 6, 2023. F3 · derivative.expiration_date: The restricted stock units vested on June 6, 2023. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 20:32 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantCommon Stock | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035430 · doc4.xml · nonDerivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,161 F1 · shares: Reflects release of restricted stock units that were previously reported on a Form 4. Read SEC document |
| May 24, 2023 Filed May 26, 2023 00:23 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantRestricted Stock Units (Equity Grant) · Derivative | 2,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032338 · doc4.xml · derivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,416 Underlying: Common Stock · 2,416 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2 · derivative.exercise_date: The restricted stock units vest on May 24, 2024. F2 · derivative.expiration_date: The restricted stock units vest on May 24, 2024. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 22:22 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantRestricted Stock Units (Equity Grant) · Derivative | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035185 · doc4.xml · derivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,248 Underlying: Common Stock · 2,248 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2 · derivative.exercise_date: The restricted stock units vest on June 6, 2023. F2 · derivative.expiration_date: The restricted stock units vest on June 6, 2023. Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 16:22 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | Disposition to issuerCommon Stock | 1,913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-020395 · doc4.xml · nonDerivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Business Combination Agreement, dated as of December 22, 2021 (the "Business Combination Agreement") by and among Quidel Corporation ("Quidel"), Ortho Clinical Diagnostics Holdings plc, QuidelOrtho Corporation ("QuidelOrtho"), Orca Holdco, Inc., Laguna Merger Sub, Inc. and Orca Holdco 2, Inc., each share of common stock of Quidel beneficially owned by the Reporting Person at the effective time of the transaction contemplated by the Business Combination Agreement will be exchanged for one share of common stock of QuidelOrtho. F1 · price: Pursuant to the Business Combination Agreement, dated as of December 22, 2021 (the "Business Combination Agreement") by and among Quidel Corporation ("Quidel"), Ortho Clinical Diagnostics Holdings plc, QuidelOrtho Corporation ("QuidelOrtho"), Orca Holdco, Inc., Laguna Merger Sub, Inc. and Orca Holdco 2, Inc., each share of common stock of Quidel beneficially owned by the Reporting Person at the effective time of the transaction contemplated by the Business Combination Agreement will be exchanged for one share of common stock of QuidelOrtho. Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 21:35 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantCommon Stock | 1,913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-020489 · doc4.xml · nonDerivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,913 F1 · kind: Pursuant to the Business Combination Agreement, dated as of December 22, 2021 (the "Business Combination Agreement") by and among Quidel Corporation ("Quidel"), Ortho Clinical Diagnostics Holdings plc, QuidelOrtho Corporation ("QuidelOrtho"), Orca Holdco, Inc., Laguna Merger Sub, Inc. and Orca Holdco 2, Inc., each share of common stock of Quidel beneficially owned by the Reporting Person at the effective time of the transaction contemplated by the Business Combination Agreement was exchanged for one share of common stock of QuidelOrtho. F1 · price: Pursuant to the Business Combination Agreement, dated as of December 22, 2021 (the "Business Combination Agreement") by and among Quidel Corporation ("Quidel"), Ortho Clinical Diagnostics Holdings plc, QuidelOrtho Corporation ("QuidelOrtho"), Orca Holdco, Inc., Laguna Merger Sub, Inc. and Orca Holdco 2, Inc., each share of common stock of Quidel beneficially owned by the Reporting Person at the effective time of the transaction contemplated by the Business Combination Agreement was exchanged for one share of common stock of QuidelOrtho. Read SEC document |
| May 18, 2022 Filed May 20, 2022 19:53 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | Exercise / conversionRestricted Stock Units (Equity Grant) · Derivative | 1,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-031198 · doc4.xml · derivative · entry 2 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,624 shares Expires 2022-05-18 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 restricted stock unit represents the right to receive one share of Quidel Corporation common stock. Read SEC document |
| May 18, 2022 Filed May 20, 2022 19:53 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | Exercise / conversionCommon Stock | 1,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-031198 · doc4.xml · nonDerivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,913 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 · shares: Reflects release of restricted stock units that were previously reported on Form 4. Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:45 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | GrantRestricted Stock Units (Equity Grant) · Derivative | 1,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-034717 · doc4.xml · derivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,624 Underlying: Common Stock · 1,624 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of Quidel Corporation common stock. F2 · derivative.exercise_date: The restricted stock units vest on May 18, 2022. F2 · derivative.expiration_date: The restricted stock units vest on May 18, 2022. Read SEC document |
| May 12, 2021 Filed May 14, 2021 20:22 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | Exercise / conversionRestricted Stock Units · Derivative | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032985 · doc4.xml · derivative · entry 2 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 289 shares Expires 2021-05-12 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 12, 2021 Filed May 14, 2021 20:22 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | Exercise / conversionCommon Stock | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032985 · doc4.xml · nonDerivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289 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 · shares: Reflects release of restricted stock units that were previously reported on Form 4. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 20:46 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | GrantRestricted Stock Units · Derivative | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016584 · doc4.xml · derivative · entry 1 Wilkins Joseph D Jr. · CIK 0001848760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289 Underlying: Common Stock · 289 shares Expires 2021-05-12 F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of Quidel Corporation common stock. 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.