Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertiv Holdings CoVRT · Entity 440 | EVP, Man., Logistics and Op Ex | 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 | 34,614.82 |
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 4.66 · Balance 34,614.82 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 | 65.66 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 65.66 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 20:06 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 4.66 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-063561 · wk-form4_1790366779.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,614.82 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 | 3.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-045755 · wk-form4_1782504625.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,610.16 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 |
| May 04, 2026 Filed May 6, 2026 20:26 UTC | Vertiv Holdings Co VRT · Entity 440 | Tax withholdingClass A Common Stock | 144 | $330.97 | $47,659.68 |
DisclosureSEC source: 0001628280-26-031345 · wk-form4_1778099201.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,606.61 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 26, 2026 Filed Mar 31, 2026 00:44 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 4.39 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-004036 · marketforms-72816.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,750.61 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 06, 2026 Filed Mar 10, 2026 20:30 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 7,415 | $0.00 Strike: $241.78 | $0.00 |
DisclosureSEC source: 0001628280-26-016485 · wk-form4_1773174645.xml · derivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,415 Underlying: Class A Common Stock · 7,415 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 |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Option · Derivative | 5,754 | Not disclosed Strike: $72.09 | Not disclosed |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · derivative · entry 15 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,263 Underlying: Class A Common Stock · 5,754 shares Expires 2034-03-07 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. F11 · price: Consists of 23,017 stock options granted on March 7, 2024, which vested as to 5,754 on March 15, 2025, and which will vest as to 5,754 on each of March 15, 2026 and March 15, 2027, and as to 5,755 on March 15, 2028. F11 · derivative.exercise_date: Consists of 23,017 stock options granted on March 7, 2024, which vested as to 5,754 on March 15, 2025, and which will vest as to 5,754 on each of March 15, 2026 and March 15, 2027, and as to 5,755 on March 15, 2028. Read SEC document |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Option · Derivative | 4,047 | Not disclosed Strike: $24.87 | Not disclosed |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · derivative · entry 14 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,096 Underlying: Class A Common Stock · 4,047 shares Expires 2033-07-03 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. F10 · price: Consists of 12,143 stock options granted on July 3, 2023, which vested as to 4,047 on July 15, 2025, and which will vest as to 4,048 on each of July 15, 2026 and July 15, 2027. F10 · derivative.exercise_date: Consists of 12,143 stock options granted on July 3, 2023, which vested as to 4,047 on July 15, 2025, and which will vest as to 4,048 on each of July 15, 2026 and July 15, 2027. Read SEC document |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Option · Derivative | 6,080 | Not disclosed Strike: $15.84 | Not disclosed |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · derivative · entry 13 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,160 Underlying: Class A Common Stock · 6,080 shares Expires 2033-03-07 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. F9 · price: Consists of 18,240 stock options granted on March 7, 2023, which vested as to 6,080 on March 15, 2025, and which will vest as to 6,080 on each of March 15, 2026 and March 15, 2027. F9 · derivative.exercise_date: Consists of 18,240 stock options granted on March 7, 2023, which vested as to 6,080 on March 15, 2025, and which will vest as to 6,080 on each of March 15, 2026 and March 15, 2027. Read SEC document |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Option · Derivative | 9,823 | Not disclosed Strike: $11.25 | Not disclosed |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · derivative · entry 12 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,823 Underlying: Class A Common Stock · 9,823 shares Expires 2032-10-03 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. F8 · price: Consists of 19,646 stock options granted on October 3, 2022, which vested as to 9,823 on October 3, 2025, and which will vest as to 9,823 on October 3, 2026. F8 · derivative.exercise_date: Consists of 19,646 stock options granted on October 3, 2022, which vested as to 9,823 on October 3, 2025, and which will vest as to 9,823 on October 3, 2026. Read SEC document |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Option · Derivative | 4,783 | Not disclosed Strike: $14.49 | Not disclosed |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · derivative · entry 11 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,784 Underlying: Class A Common Stock · 4,783 shares Expires 2032-04-04 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. F7 · price: Consists of 9,567 stock options granted on April 4, 2022, which vested as to 4,783 on March 3, 2025, and which will vest as to 4,784 on March 3, 2026. F7 · derivative.exercise_date: Consists of 9,567 stock options granted on April 4, 2022, which vested as to 4,783 on March 3, 2025, and which will vest as to 4,784 on March 3, 2026. Read SEC document |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 9,347 | $248.89 | $2,326,374.83 |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · nonDerivative · entry 9 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,746.22 F4 · price: The trade was executed in a series of transactions with a price range of $248.54 to $249.10, inclusive, with a weighted average price of $248.89. F5 · balance_after: Includes shares, RSUs and dividend-equivalent stock units ("DSUs"). Read SEC document |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 3,350 | $247.66 | $829,661.00 |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · nonDerivative · entry 8 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,083.22 F3 · price: The trade was executed in a series of transactions with a price range of $247.43 to $248.20, inclusive, with a weighted average price of $247.66. Read SEC document |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 7,500 | $246.54 | $1,849,050.00 |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · nonDerivative · entry 7 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,443.22 F2 · price: The trade was executed in a series of transactions with a price range of $246.35 to $246.94, inclusive, with a weighted average price of $246.54. Read SEC document |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 10,290 | $245.17 | $2,522,799.30 |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · nonDerivative · entry 6 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,943.22 F1 · price: The trade was executed in a series of transactions with a price range of $245.00 to $245.91, inclusive, with a weighted average price of $245.17. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote and in footnotes 2 through 4, inclusive. Read SEC document |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 5,754 | $72.09 | $414,805.86 |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · nonDerivative · entry 5 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,233.22 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 |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 4,047 | $24.87 | $100,648.89 |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · nonDerivative · entry 4 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,479.22 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 |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 6,080 | $15.84 | $96,307.20 |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · nonDerivative · entry 3 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,432.22 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 |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 9,823 | $11.25 | $110,508.75 |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · nonDerivative · entry 2 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,352.22 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 |
| February 26, 2026 Filed Mar 3, 2026 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 4,783 | $14.49 | $69,305.67 |
DisclosureSEC source: 0000950142-26-000579 · es260745124_4-karlborg.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,529.22 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 |
| February 12, 2026 Filed Feb 18, 2026 01:04 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 13,065 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-26-000424 · es260739821_4-karlborg.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,746.22 F1 · shares: Represents the number of shares determined as earned from a prior grant of a performance-based award following completion of the performance period through December 31, 2025. The resulting restricted stock units ("RSUs") will vest on January 1, 2027, generally subject to the reporting person's continued service and the terms of the award agreement. F2 · balance_after: Includes shares, RSUs and dividend-equivalent stock units ("DSUs"). Read SEC document |
| December 18, 2025 Filed Dec 19, 2025 22:39 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 2.13 | $0.00 | $0.00 |
DisclosureSEC source: 0001984161-25-000005 · wk-form4_1766183984.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,681.22 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 |
| September 25, 2025 Filed Sep 26, 2025 20:10 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 1.57 | $0.00 | $0.00 |
DisclosureSEC source: 0001984161-25-000003 · wk-form4_1758917407.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,679.09 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 26, 2025 Filed Jun 27, 2025 21:16 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 1.86 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-033366 · wk-form4_1751058970.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,677.52 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 27, 2025 Filed Mar 28, 2025 20:15 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 2.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-015444 · wk-form4_1743192929.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,675.66 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 07, 2025 Filed Mar 12, 2025 01:52 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 19,938 | $0.00 Strike: $85.04 | $0.00 |
DisclosureSEC source: 0001628280-25-012211 · wk-form4_1741744339.xml · derivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,938 Underlying: Class A Common Stock · 19,938 shares Expires 2035-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2025. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:15 UTC | Vertiv Holdings Co VRT · Entity 440 | Tax withholdingClass A Common Stock | 831 | $85.41 | $70,975.71 |
DisclosureSEC source: 0001628280-25-010442 · wk-form4_1741209309.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,673.1 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 |
| December 19, 2024 Filed Dec 19, 2024 21:15 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 2.19 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052072 · wk-form4_1734642896.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,504.1 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 |
| December 02, 2024 Filed Dec 4, 2024 21:30 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Options · Derivative | 4,047 | $0.00 Strike: $24.87 | $0.00 |
DisclosureSEC source: 0000950142-24-002883 · es240564311_4-karlborg.xml · derivative · entry 9 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,143 Underlying: Class A Common Stock · 4,047 shares Expires 2033-07-03 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. F6 · derivative.exercise_date: 4,047 stock options vested on of July 15, 2024, 4.047 stock options are scheduled to vest on July 15, 2025 and 4,048 stock options are scheduled to vest on each of July 15, 2026 and July 15, 2027. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:30 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Options · Derivative | 6,080 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0000950142-24-002883 · es240564311_4-karlborg.xml · derivative · entry 8 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,240 Underlying: Class A Common Stock · 6,080 shares Expires 2033-03-07 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_date: 6,080 stock options vested on March 15, 2024 and 6,080 stock options are scheduled to vest on each of March 15, 2025, March 15, 2026, and March 15, 2027. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:30 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Options · Derivative | 19,646 | $0.00 Strike: $11.25 | $0.00 |
DisclosureSEC source: 0000950142-24-002883 · es240564311_4-karlborg.xml · derivative · entry 7 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,646 Underlying: Class A Common Stock · 19,646 shares Expires 2032-10-03 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_date: 9,823 stock options vested on each of October 3, 2023 and October 3, 2024, and 9,823 stock options are scheduled to vest on each of October 3, 2025 and October 3, 2026. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:30 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Options · Derivative | 9,566 | $0.00 Strike: $14.49 | $0.00 |
DisclosureSEC source: 0000950142-24-002883 · es240564311_4-karlborg.xml · derivative · entry 6 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,567 Underlying: Class A Common Stock · 9,566 shares Expires 2032-04-04 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: 4,783 stock options vested on each of March 3, 2023 and March 3, 2024, 4,783 stock options are scheduled to vest on March 3, 2025 and 4,784 stock options are scheduled to vest on March 3, 2026. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:30 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 39,339 | $128.98 | $5,073,944.22 |
DisclosureSEC source: 0000950142-24-002883 · es240564311_4-karlborg.xml · nonDerivative · entry 5 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,501.91 F2 · shares: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $128.95 to $129.135. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F1 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:30 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 4,047 | $24.87 | $100,648.89 |
DisclosureSEC source: 0000950142-24-002883 · es240564311_4-karlborg.xml · nonDerivative · entry 4 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,840.91 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 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:30 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 6,080 | $15.84 | $96,307.20 |
DisclosureSEC source: 0000950142-24-002883 · es240564311_4-karlborg.xml · nonDerivative · entry 3 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,793.91 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 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:30 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 19,646 | $11.25 | $221,017.50 |
DisclosureSEC source: 0000950142-24-002883 · es240564311_4-karlborg.xml · nonDerivative · entry 2 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,713.91 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 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:30 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 9,566 | $14.49 | $138,611.34 |
DisclosureSEC source: 0000950142-24-002883 · es240564311_4-karlborg.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,067.91 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 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| September 26, 2024 Filed Sep 26, 2024 20:47 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 2.14 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-041362 · wk-form4_1727383619.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,501.91 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units (DSUs) on the reporting persons 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 26, 2024 Filed Jun 26, 2024 20:42 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 2.08 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-030173 · wk-form4_1719434542.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,499.77 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units (DSUs) on the reporting persons 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 |
| May 04, 2024 Filed May 8, 2024 01:04 UTC | Vertiv Holdings Co VRT · Entity 440 | Tax withholdingClass A Common Stock | 505 | $93.01 | $46,970.05 |
DisclosureSEC source: 0000950142-24-001299 · es240478598_4-karlborg.xml · nonDerivative · entry 5 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,497.69 F4 · 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. F5 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| May 03, 2024 Filed May 8, 2024 01:04 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Options · Derivative | 46,206 | $0.00 Strike: $12.05 | $0.00 |
DisclosureSEC source: 0000950142-24-001299 · es240478598_4-karlborg.xml · derivative · entry 6 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 46,206 shares Expires 2030-02-07 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. F6 · derivative.exercise_date: The option award vested and became exercisable in four equal tranches on February 7, 2021, February 7, 2022, February 7, 2023 and February 7, 2024. Read SEC document |
| May 03, 2024 Filed May 8, 2024 01:04 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 1,310 | $94.75 | $124,122.50 |
DisclosureSEC source: 0000950142-24-001299 · es240478598_4-karlborg.xml · nonDerivative · entry 4 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,002.94 F3 · price: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $94.63 to $94.82. F5 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| May 03, 2024 Filed May 8, 2024 01:04 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 23,560 | $94.11 | $2,217,231.60 |
DisclosureSEC source: 0000950142-24-001299 · es240478598_4-karlborg.xml · nonDerivative · entry 3 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,312.94 F2 · price: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $93.63 to $94.60. F5 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| May 03, 2024 Filed May 8, 2024 01:04 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 21,336 | $93.29 | $1,990,435.44 |
DisclosureSEC source: 0000950142-24-001299 · es240478598_4-karlborg.xml · nonDerivative · entry 2 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,872.94 F1 · price: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $92.63 to $93.62. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote and in footnotes 2 and 3. F5 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| May 03, 2024 Filed May 8, 2024 01:04 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 46,206 | $12.05 | $556,782.30 |
DisclosureSEC source: 0000950142-24-001299 · es240478598_4-karlborg.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,208.94 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 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 20:53 UTC | Vertiv Holdings Co VRT · Entity 440 | Tax withholdingClass A Common Stock | 3,353 | $84.15 | $282,154.95 |
DisclosureSEC source: 0001628280-24-015653 · wk-form4_1712782424.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,002.94 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 28, 2024 Filed Apr 1, 2024 20:23 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 5.19 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014042 · wk-form4_1712002976.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,356.48 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 07, 2024 Filed Mar 12, 2024 01:00 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 23,017 | $0.00 Strike: $72.09 | $0.00 |
DisclosureSEC source: 0001628280-24-010337 · wk-form4_1710205241.xml · derivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,017 Underlying: Class A Common Stock · 23,017 shares Expires 2034-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2024. Read SEC document |
| December 27, 2023 Filed Dec 29, 2023 00:26 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 8.39 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-042853 · wk-form4_1703809594.xml · nonDerivative · entry 1 Karlborg Anders · CIK 0001984161 · EVP, Man., Logistics and Op Ex 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,351.29 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.