Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Catalent, Inc.CTLT · Entity 16279 | Director | October 27, 2023 | October 31, 2023 |
| Quanterix CorpQTRX · Entity 6649 | Director | January 02, 2026 | January 06, 2026 |
| Societal CDMO, Inc.REPH · Entity 92137 | Director | December 05, 2019 | December 17, 2019 |
| Sotera Health CoSHC · Entity 3869 | Director | May 22, 2026 | May 27, 2026 |
| Stevanato Group S.p.A.STVN · Entity 3826 | Director | June 12, 2026 | June 26, 2026 |
| WEST PHARMACEUTICAL SERVICES INCWST · Entity 3201 | Sr VP & Chief Commercial Offic | February 19, 2019 | February 22, 2019 |
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.
Catalent, Inc.
Report date October 27, 2023 · Filed October 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,339 |
Reported balance
After 2023-10-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-10-27 · Grant · Acquired 6,993 · Balance 24,339 F1: The equity acquired by the reporting person is the annual grant of restricted stock units provided by the Issuer to the reporting person pursuant to the Issuer's non-employee director compensation program. Each restricted stock unit represents the right to receive one share of the Issuer's common stock as of the date of vesting, which will occur one year from the date of award, subject to continued service. F2: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The equity acquired by the reporting person is the annual grant of restricted stock units provided by the Issuer to the reporting person pursuant to the Issuer's non-employee director compensation program. Each restricted stock unit represents the right to receive one share of the Issuer's common stock as of the date of vesting, which will occur one year from the date of award, subject to continued service.
F2: Includes restricted stock units.
Quanterix Corp
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,212 |
Reported balance
After 2026-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 23,372 · Balance 57,212 F1: Represents restricted stock units that vest as to 100% of the shares on January 2, 2027 granted pursuant to the Quanterix Corporation Amended and Restated Non-Employee Director Compensation Policy. Each restricted stock unit represents the right to receive one share of the Issuer's common stock. F2: Includes 35,216 restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest as to 100% of the shares on January 2, 2027 granted pursuant to the Quanterix Corporation Amended and Restated Non-Employee Director Compensation Policy. Each restricted stock unit represents the right to receive one share of the Issuer's common stock.
F2: Includes 35,216 restricted stock units.
Societal CDMO, Inc.
Report date December 05, 2019 · Filed December 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,283 |
Reported balance
After 2019-12-05 transaction · row 1
1 source rowRow 1 · 2019-12-05 · Grant · Acquired 11,071 · Balance 39,283 F1: These restricted stock units will vest in full on the earlier of (i) a change of control of Recro Pharma, Inc. (the "Company") (as defined in the Company's 2018 Amended and Restated Equity Incentive Plan) or (ii) December 5, 2020, subject to continued service with the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units will vest in full on the earlier of (i) a change of control of Recro Pharma, Inc. (the "Company") (as defined in the Company's 2018 Amended and Restated Equity Incentive Plan) or (ii) December 5, 2020, subject to continued service with the Company.
Sotera Health Co
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per share ("Common Stock")SEC Table I · non-derivative | Direct | 54,191 |
Reported balance
After 2026-05-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 14,970 · Balance 54,191 F1: These securities consist of 14,970 restricted stock units ("RSUs") that were granted on May 22, 2026, pursuant to the terms of an RSU agreement under the Sotera Health Company 2020 Omnibus Incenctive Plan. Each RSU represents the Reporting Person's right to receive one share of Common Stock, subject to vesting conditions. The RSUs will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service as a non-employee director of the Issuer through such date. F2: These securities consist of 14,970 RSUs and 39,221 shares of Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities consist of 14,970 restricted stock units ("RSUs") that were granted on May 22, 2026, pursuant to the terms of an RSU agreement under the Sotera Health Company 2020 Omnibus Incenctive Plan. Each RSU represents the Reporting Person's right to receive one share of Common Stock, subject to vesting conditions. The RSUs will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service as a non-employee director of the Issuer through such date.
F2: These securities consist of 14,970 RSUs and 39,221 shares of Common Stock.
Stevanato Group S.p.A.
Report date June 12, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 5,757 |
Ending reported balance
After 2026-06-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-12 · Grant · Acquired 4,975 · Balance 7,250 F1: Represents ordinary shares granted as equity compensation in connection with the Reporting Person's service as director. Row 2 · 2026-06-15 · Sale · Disposed 1,493 · Balance 5,757 F2: Represents ordinary shares sold by the Reporting Person to cover tax obligations associated with the grant of ordinary shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents ordinary shares granted as equity compensation in connection with the Reporting Person's service as director.
F2: Represents ordinary shares sold by the Reporting Person to cover tax obligations associated with the grant of ordinary shares.
WEST PHARMACEUTICAL SERVICES INC
Report date February 19, 2019 · Filed February 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,692.1476 |
Reported balance
After 2019-02-19 transaction · row 1
1 source rowRow 1 · 2019-02-19 · Grant · Acquired 2,099 · Balance 23,692.1476 F1: 2016 PSUs (PP15) award vesting. |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $102.51 · Expires 2029-02-19 | Direct | 14,280 |
Reported balance
After 2019-02-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-02-19 · Grant · Acquired 14,280 · Balance 14,280 F2: This award vests in four equal annual installments beginning on February 19, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: 2016 PSUs (PP15) award vesting.
F2: This award vests in four equal annual installments beginning on February 19, 2020.
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 |
|---|---|---|---|---|---|---|
| November 03, 2017 Filed Nov 7, 2017 23:24 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 7.315 | $100.95 | $738.45 |
DisclosureSEC source: 0001562180-17-003504 · primarydocument.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,282.59 Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 21:16 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 7.8693 | $93.84 | $738.46 |
DisclosureSEC source: 0001562180-17-003316 · primarydocument.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,275.275 Read SEC document |
| October 06, 2017 Filed Oct 11, 2017 19:19 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 7.7366 | $95.45 | $738.46 |
DisclosureSEC source: 0001562180-17-003244 · primarydocument.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,267.4057 Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 13:33 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 7.7561 | $95.21 | $738.46 |
DisclosureSEC source: 0001562180-17-003003 · primarydocument.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,259.6691 Read SEC document |
| September 08, 2017 Filed Sep 11, 2017 13:09 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 8.0768 | $91.43 | $738.46 |
DisclosureSEC source: 0001562180-17-002923 · primarydocument.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,251.913 Read SEC document |
| August 25, 2017 Filed Aug 29, 2017 13:43 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 8.644 | $85.43 | $738.46 |
DisclosureSEC source: 0001562180-17-002798 · primarydocument.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,243.8362 Read SEC document |
| August 11, 2017 Filed Aug 14, 2017 13:05 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 7.0648 | $84.93 | $600.01 |
DisclosureSEC source: 0001562180-17-002663 · primarydocument.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,235.1922 F1 · balance_after: Reflects additional shares purchased through dividend reinvestments based on most recent plan statement. Read SEC document |
| May 12, 2017 Filed May 16, 2017 20:29 UTC | Societal CDMO, Inc. REPH · Entity 92137 | GrantRestricted Stock Units · Derivative | 13,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000941 · edgar.xml · derivative · entry 1 Flynn Karen · CIK 0001553599 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,274 Underlying: Common Stock · 13,274 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F2 · derivative.exercise_date: The restricted stock units vest on May 12, 2018. Vested shares will be delivered to the reporting person within 30 days following the vesting date. F2 · derivative.expiration_date: The restricted stock units vest on May 12, 2018. Vested shares will be delivered to the reporting person within 30 days following the vesting date. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 20:19 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to buy) · Derivative | 8,356 | $83.47 Strike: $83.47 | $697,475.32 |
DisclosureSEC source: 0001562180-17-000849 · primarydocument.xml · derivative · entry 2 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,868 Underlying: Common Stock · 8,356 shares Expires 2027-02-21 F1 · derivative.exercise_date: This award vests in 4 equal annual installments beginning on 2/21/2018. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 20:19 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to buy) · Derivative | 19,512 | $83.47 Strike: $83.47 | $1,628,666.64 |
DisclosureSEC source: 0001562180-17-000849 · primarydocument.xml · derivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,512 Underlying: Common Stock · 19,512 shares Expires 2027-02-21 F1 · derivative.exercise_date: This award vests in 4 equal annual installments beginning on 2/21/2018. Read SEC document |
| February 17, 2017 Filed Mar 7, 2017 14:10 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Tax withholdingCommon Stock | 86 | $83.13 | $7,149.18 |
DisclosureSEC source: 0001562180-17-001134 · primarydocument.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,605.2326 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 20:00 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 4,049 | $86.93 | $351,979.57 |
DisclosureSEC source: 0001562180-17-000735 · primarydocument.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,691.2326 F1 · shares: Shares represent the portion of the Performance Share Unit Award granted in 2014 that have vested for period 13. F2 · balance_after: Reflects additional shares purchased through dividend reinvestments based on most recent plan statement. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 19:21 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 8.1611 | $84.83 | $692.31 |
DisclosureSEC source: 0001562180-17-000064 · primarydocument.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,221.8994 Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 19:53 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 8.1804 | $84.63 | $692.31 |
DisclosureSEC source: 0001562180-16-003838 · primarydocument.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,213.7383 Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 21:27 UTC | Societal CDMO, Inc. REPH · Entity 92137 | PurchaseCommon Stock | 800 | $6.71 | $5,364.00 |
DisclosureSEC source: 0001123292-16-003076 · edgar.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 14:08 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 8.5927 | $80.57 | $692.31 |
DisclosureSEC source: 0001562180-16-003663 · primarydocument.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,205.5579 Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 15:05 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 8.6387 | $80.14 | $692.31 |
DisclosureSEC source: 0001225208-16-042012 · doc4.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,196.9652 Read SEC document |
| November 04, 2016 Filed Nov 7, 2016 16:09 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 9.183 | $75.39 | $692.31 |
DisclosureSEC source: 0001225208-16-041221 · doc4.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,188.3265 Read SEC document |
| October 21, 2016 Filed Oct 24, 2016 14:56 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 9.6583 | $71.68 | $692.31 |
DisclosureSEC source: 0001225208-16-040697 · doc4.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,179.1434 F1 · balance_after: Reflects additional shares purchased through dividend reinvestments based on most recent plan statement. Read SEC document |
| October 07, 2016 Filed Oct 11, 2016 11:12 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 9.1769 | $75.44 | $692.31 |
DisclosureSEC source: 0001225208-16-040305 · doc4.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,167.6807 Read SEC document |
| September 23, 2016 Filed Sep 26, 2016 16:01 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 9.5425 | $72.55 | $692.31 |
DisclosureSEC source: 0001225208-16-039645 · doc4.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,158.5037 Read SEC document |
| September 09, 2016 Filed Sep 12, 2016 12:57 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 8.6333 | $80.19 | $692.30 |
DisclosureSEC source: 0001225208-16-039215 · doc4.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 1,148.9612 Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 13:40 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | SaleCommon Stock | 14,581 | $83.28 | $1,214,305.68 |
DisclosureSEC source: 0001225208-16-038910 · doc4.xml · nonDerivative · entry 1 Flynn Karen · CIK 0001553599 · Sr VP & Chief Commercial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,512.549 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.