Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Innventure, Inc.INV · Entity 6768 | Director | June 17, 2026 | June 22, 2026 |
| Vertiv Holdings CoVRT · Entity 440 | President - Americas | March 03, 2022 | March 08, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Innventure, Inc.
Report date June 17, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,798 |
Reported balance
After 2026-06-17 transaction · row 1
1 source rowRow 1 · 2026-06-17 · Grant · Acquired 18,237 · Balance 20,798 F1: Restricted Stock Units (RSUs) granted to the Reporting Person under the Innventure, Inc. 2024 Equity and Incentive Compensation Plan, and vesting on the earlier of (a) the first anniversary of the date of grant and (b) the next regularly scheduled annual meeting of stockholders of Innventure, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units (RSUs) granted to the Reporting Person under the Innventure, Inc. 2024 Equity and Incentive Compensation Plan, and vesting on the earlier of (a) the first anniversary of the date of grant and (b) the next regularly scheduled annual meeting of stockholders of Innventure, Inc.
Vertiv Holdings Co
Report date March 03, 2022 · Filed March 08, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $11.50 · Expires 2032-03-03 | Direct | 140,000 |
Reported balance
After 2022-03-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-03 · Grant · Acquired 140,000 · Balance 140,000 F1: The stock options will vest as to 25% on each of March 3, 2023, March 3, 2024, March 3, 2025, and March 3, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock options will vest as to 25% on each of March 3, 2023, March 3, 2024, March 3, 2025, and March 3, 2026.
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 17, 2026 Filed Jun 22, 2026 21:34 UTC | Innventure, Inc. INV · Entity 6768 | GrantCommon Stock | 18,237 | $0.00 | $0.00 |
DisclosureSEC source: 0002001557-26-000140 · wk-form4_1782164046.xml · nonDerivative · entry 1 Hewitt John D. · CIK 0001802693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,798 F1 · shares: Restricted Stock Units (RSUs) granted to the Reporting Person under the Innventure, Inc. 2024 Equity and Incentive Compensation Plan, and vesting on the earlier of (a) the first anniversary of the date of grant and (b) the next regularly scheduled annual meeting of stockholders of Innventure, Inc. Read SEC document |
| May 08, 2026 Filed May 8, 2026 20:40 UTC | Innventure, Inc. INV · Entity 6768 | GrantCommon Stock | 2,561 | $0.00 | $0.00 |
DisclosureSEC source: 0002001557-26-000109 · wk-form4_1778272802.xml · nonDerivative · entry 1 Hewitt John D. · CIK 0001802693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,561 F1 · shares: Restricted Stock Units (RSUs) granted to the Reporting Person under the Innventure, Inc. 2024 Equity and Incentive Compensation Plan, and vesting on the earlier of (a) the first anniversary of the date of grant and (b) the next regularly scheduled annual meeting of stockholders of Innventure, Inc. Read SEC document |
| March 03, 2022 Filed Mar 8, 2022 01:31 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 140,000 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0000950142-22-000970 · es220232174_4-hewitt.xml · derivative · entry 1 Hewitt John D. · CIK 0001802693 · President - Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,000 Underlying: Class A Common Stock · 140,000 shares Expires 2032-03-03 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of March 3, 2023, March 3, 2024, March 3, 2025, and March 3, 2026. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 21:34 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 42.54 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-025410 · wf-form4_164003603394507.xml · nonDerivative · entry 1 Hewitt John D. · CIK 0001802693 · President of Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,110.54 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 |
| April 08, 2021 Filed Apr 12, 2021 20:59 UTC | Vertiv Holdings Co VRT · Entity 440 | Tax withholdingClass A Common Stock | 15,655 | $21.49 | $336,425.95 |
DisclosureSEC source: 0000950142-21-001269 · es210143639_4-hewitt.xml · nonDerivative · entry 1 Hewitt John D. · CIK 0001802693 · President of Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,068 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"). F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 01:03 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 114,520 | $0.00 Strike: $20.93 | $0.00 |
DisclosureSEC source: 0000950142-21-000821 · es210135135_4-hewitt.xml · derivative · entry 3 Hewitt John D. · CIK 0001802693 · President of Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,520 Underlying: Class A Common Stock · 114,520 shares Expires 2031-02-26 F4 · derivative.exercise_date: The stock options will vest as to 28,630 on each of February 26, 2022, February 26, 2023, February 26, 2024, and February 26, 2025. Read SEC document |
| December 17, 2020 Filed Mar 3, 2021 01:03 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-21-000821 · es210135135_4-hewitt.xml · nonDerivative · entry 1 Hewitt John D. · CIK 0001802693 · President of Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,723 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. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| August 12, 2020 Filed Aug 14, 2020 17:53 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantCommon Stock | 140,000 | $15.76 | $2,206,400.00 |
DisclosureSEC source: 0001628280-20-012679 · wf-form4_159742761234483.xml · nonDerivative · entry 1 Hewitt John D. · CIK 0001802693 · President of Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,650 F1 · shares: Represents an award of 140,000 restricted stock units ("RSUs") awarded pursuant to the 2020 Stock Incentive Plan of Vertiv Holdings Co and its Affiliates. Twenty-Five Percent (25%) of the RSUs will vest on April 8, 2021 with the remaining Seventy-Five Percent (75%) vesting in three equal installments of Twenty-Five Percent (25%) on each of April 8, 2022, April 8, 2023 and April 8, 2024. Read SEC document |
| February 07, 2020 Filed Feb 12, 2020 00:16 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Option · Derivative | 241,545 | $0.00 Strike: $12.05 | $0.00 |
DisclosureSEC source: 0000899243-20-004139 · doc4.xml · derivative · entry 1 Hewitt John D. · CIK 0001802693 · President of the Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,545 Underlying: Class A common stock · 241,545 shares Expires 2030-02-07 F1 · derivative.exercise_date: The stock option will vest as to 25% on each of February 7, 2021, February 7, 2022, February 7, 2023 and February 7, 2024. 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.