Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertiv Holdings CoVRT · Entity 440 | President, Greater China | September 24, 2026 | September 25, 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.
Vertiv Holdings Co
Report date September 24, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 3,320.17 |
Reported balance
After 2026-09-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-24 · Grant · Acquired 0.55 · Balance 3,320.17 F1: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2: Includes shares, RSUs and DSUs. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 401 (k) plan | 24.42 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 24.42 F3: Reflects shares acquired under the Company's 401(k) plan in transactions exempt from reporting requirements. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash.
F2: Includes shares, RSUs and DSUs.
F3: Reflects shares acquired under the Company's 401(k) plan in transactions exempt from reporting requirements.
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 |
|---|---|---|---|---|---|---|
| September 24, 2026 Filed Sep 25, 2026 20:07 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 0.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-063568 · wk-form4_1790366852.xml · nonDerivative · entry 1 Shen Wei · CIK 0002075382 · President, Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,320.17 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| June 25, 2026 Filed Jun 26, 2026 20:10 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 0.42 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-045751 · wk-form4_1782504602.xml · nonDerivative · entry 1 Shen Wei · CIK 0002075382 · President, Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,319.62 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 26, 2026 Filed Mar 31, 2026 00:45 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 0.49 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-004040 · marketforms-72813.xml · nonDerivative · entry 1 Shen Wei · CIK 0002075382 · President, Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,319.2 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:56 UTC | Vertiv Holdings Co VRT · Entity 440 | Tax withholdingClass A Common Stock | 930 | $258.88 | $240,758.40 |
DisclosureSEC source: 0001628280-26-018849 · wk-form4_1773780975.xml · nonDerivative · entry 1 Shen Wei · CIK 0002075382 · President, Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,318.71 F1 · shares: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs"). Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares are mandatorily settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 20:30 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 6,274 | $0.00 Strike: $241.78 | $0.00 |
DisclosureSEC source: 0001628280-26-016484 · wk-form4_1773174639.xml · derivative · entry 1 Shen Wei · CIK 0002075382 · President, Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,274 Underlying: Class A Common Stock · 6,274 shares Expires 2036-03-06 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2026. Read SEC document |
| December 18, 2025 Filed Dec 19, 2025 22:39 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 1.56 | $0.00 | $0.00 |
DisclosureSEC source: 0002075382-25-000004 · wk-form4_1766183965.xml · nonDerivative · entry 1 Shen Wei · CIK 0002075382 · President, Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,248.71 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes RSUs and DSUs. Read SEC document |
| September 25, 2025 Filed Sep 26, 2025 20:10 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 1.15 | $0.00 | $0.00 |
DisclosureSEC source: 0002075382-25-000002 · wk-form4_1758917431.xml · nonDerivative · entry 1 Shen Wei · CIK 0002075382 · President, Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,247.15 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| July 22, 2025 Filed Jul 23, 2025 20:15 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 5,219 | $0.00 Strike: $125.29 | $0.00 |
DisclosureSEC source: 0001628280-25-035740 · wk-form4_1753301710.xml · derivative · entry 2 Shen Wei · CIK 0002075382 · President, Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,219 Underlying: Class A Common Stock · 5,219 shares Expires 2035-07-22 F2 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of August 15, 2025. Read SEC document |
| July 22, 2025 Filed Jul 23, 2025 20:15 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 4,246 | $125.29 | $531,981.34 |
DisclosureSEC source: 0001628280-25-035740 · wk-form4_1753301710.xml · nonDerivative · entry 1 Shen Wei · CIK 0002075382 · President, Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,246 F1 · shares: Represents an award of 4,246 restricted stock units ("RSUs") awarded pursuant to the 2020 Stock Incentive Plan of Vertiv Holdings Co and its Affiliates. The 4,246 RSUs will vest as to 50% on each of March 15, 2026 and March 15, 2027. 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.