Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DoubleVerify Holdings, Inc.DV · Entity 4486 | Chief Financial Officer | September 15, 2026 | September 17, 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.
DoubleVerify Holdings, Inc.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 188,245 |
Ending reported balance
After 2026-09-15 transaction · row 12
12 source rows · reconciled sequenceRow 1 · 2026-09-15 · Exercise / conversion · Acquired 15,002 · Balance 187,461 F1: Each restricted stock unit was granted on March 12, 2026. 8.33% of the restricted stock units vested and were settled on March 15, 2026 (the "2026 Vesting Date"), and the remainder of the restricted stock units vest and settle at a rate of 8.33% on each quarterly anniversary of the 2026 Vesting Date. Row 2 · 2026-09-15 · Tax withholding · Disposed 8,297 · Balance 179,164 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Row 3 · 2026-09-15 · Exercise / conversion · Acquired 5,389 · Balance 184,553 F3: Each performance stock unit was granted on March 13, 2025. 41.67% of the earned shares vested and were settled on the 2026 Vesting Date, and the remainder of the earned shares vest and settle at a rate of 8.33% on each quarterly anniversary of the 2026 Vesting Date. Row 4 · 2026-09-15 · Tax withholding · Disposed 2,981 · Balance 181,572 F4: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of performance stock units. Row 5 · 2026-09-15 · Exercise / conversion · Acquired 6,764 · Balance 188,336 F5: Each restricted stock unit was granted on March 13, 2025. 6.25% of the restricted stock units vested and were settled on March 15, 2025 (the "2025 Vesting Date"), and the remainder of the restricted stock units vest at a rate of 6.25% on each quarterly anniversary of the 2025 Vesting Date. Row 6 · 2026-09-15 · Tax withholding · Disposed 3,741 · Balance 184,595 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Row 7 · 2026-09-15 · Exercise / conversion · Acquired 1,072 · Balance 185,667 F6: Each performance stock unit was granted on December 19, 2023. 41.67% of the earned shares vested and were settled on the 2025 Vesting Date, and the remainder of the earned shares vest and settle at a rate of 8.33% on each quarterly anniversary of the 2025 Vesting Date. Row 8 · 2026-09-15 · Tax withholding · Disposed 593 · Balance 185,074 F4: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of performance stock units. Row 9 · 2026-09-15 · Exercise / conversion · Acquired 3,034 · Balance 188,108 F7: Each restricted stock unit was granted on December 19, 2023. 6.25% of the restricted stock units vested and were settled on March 15, 2024 (the "2024 Vesting Date"), and the remainder of the restricted stock units vest at a rate of 6.25% on each quarterly anniversary of the 2024 Vesting Date. Row 10 · 2026-09-15 · Tax withholding · Disposed 1,678 · Balance 186,430 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Row 11 · 2026-09-15 · Exercise / conversion · Acquired 4,062 · Balance 190,492 F8: Each restricted stock unit was granted on December 12, 2022. 6.25% of the restricted stock units vested and were settled on March 15, 2023 (the "2023 Vesting Date"), and the remainder of the restricted stock units vest at a rate of 6.25% on each quarterly anniversary of the 2023 Vesting Date. Row 12 · 2026-09-15 · Tax withholding · Disposed 2,247 · Balance 188,245 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 134,994 |
Reported balance
After 2026-09-15 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-09-15 · Exercise / conversion · Disposed 15,002 · Balance 134,994 F9: Restricted stock units convert into common stock on a one-for-one basis. F1: Each restricted stock unit was granted on March 12, 2026. 8.33% of the restricted stock units vested and were settled on March 15, 2026 (the "2026 Vesting Date"), and the remainder of the restricted stock units vest and settle at a rate of 8.33% on each quarterly anniversary of the 2026 Vesting Date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 60,876 |
Reported balance
After 2026-09-15 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-09-15 · Exercise / conversion · Disposed 6,764 · Balance 60,876 F9: Restricted stock units convert into common stock on a one-for-one basis. F5: Each restricted stock unit was granted on March 13, 2025. 6.25% of the restricted stock units vested and were settled on March 15, 2025 (the "2025 Vesting Date"), and the remainder of the restricted stock units vest at a rate of 6.25% on each quarterly anniversary of the 2025 Vesting Date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,170 |
Reported balance
After 2026-09-15 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2026-09-15 · Exercise / conversion · Disposed 3,034 · Balance 15,170 F9: Restricted stock units convert into common stock on a one-for-one basis. F7: Each restricted stock unit was granted on December 19, 2023. 6.25% of the restricted stock units vested and were settled on March 15, 2024 (the "2024 Vesting Date"), and the remainder of the restricted stock units vest at a rate of 6.25% on each quarterly anniversary of the 2024 Vesting Date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,062 |
Reported balance
After 2026-09-15 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2026-09-15 · Exercise / conversion · Disposed 4,062 · Balance 4,062 F9: Restricted stock units convert into common stock on a one-for-one basis. F8: Each restricted stock unit was granted on December 12, 2022. 6.25% of the restricted stock units vested and were settled on March 15, 2023 (the "2023 Vesting Date"), and the remainder of the restricted stock units vest at a rate of 6.25% on each quarterly anniversary of the 2023 Vesting Date. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 26,934 |
Reported balance
After 2026-09-15 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-09-15 · Exercise / conversion · Disposed 5,389 · Balance 26,934 F10: Performance stock units convert into common stock on a one-for-one basis. F3: Each performance stock unit was granted on March 13, 2025. 41.67% of the earned shares vested and were settled on the 2026 Vesting Date, and the remainder of the earned shares vest and settle at a rate of 8.33% on each quarterly anniversary of the 2026 Vesting Date. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,073 |
Reported balance
After 2026-09-15 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2026-09-15 · Exercise / conversion · Disposed 1,072 · Balance 1,073 F10: Performance stock units convert into common stock on a one-for-one basis. F6: Each performance stock unit was granted on December 19, 2023. 41.67% of the earned shares vested and were settled on the 2025 Vesting Date, and the remainder of the earned shares vest and settle at a rate of 8.33% on each quarterly anniversary of the 2025 Vesting Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit was granted on March 12, 2026. 8.33% of the restricted stock units vested and were settled on March 15, 2026 (the "2026 Vesting Date"), and the remainder of the restricted stock units vest and settle at a rate of 8.33% on each quarterly anniversary of the 2026 Vesting Date.
F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units.
F3: Each performance stock unit was granted on March 13, 2025. 41.67% of the earned shares vested and were settled on the 2026 Vesting Date, and the remainder of the earned shares vest and settle at a rate of 8.33% on each quarterly anniversary of the 2026 Vesting Date.
F4: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of performance stock units.
F5: Each restricted stock unit was granted on March 13, 2025. 6.25% of the restricted stock units vested and were settled on March 15, 2025 (the "2025 Vesting Date"), and the remainder of the restricted stock units vest at a rate of 6.25% on each quarterly anniversary of the 2025 Vesting Date.
F6: Each performance stock unit was granted on December 19, 2023. 41.67% of the earned shares vested and were settled on the 2025 Vesting Date, and the remainder of the earned shares vest and settle at a rate of 8.33% on each quarterly anniversary of the 2025 Vesting Date.
F7: Each restricted stock unit was granted on December 19, 2023. 6.25% of the restricted stock units vested and were settled on March 15, 2024 (the "2024 Vesting Date"), and the remainder of the restricted stock units vest at a rate of 6.25% on each quarterly anniversary of the 2024 Vesting Date.
F8: Each restricted stock unit was granted on December 12, 2022. 6.25% of the restricted stock units vested and were settled on March 15, 2023 (the "2023 Vesting Date"), and the remainder of the restricted stock units vest at a rate of 6.25% on each quarterly anniversary of the 2023 Vesting Date.
F9: Restricted stock units convert into common stock on a one-for-one basis.
F10: Performance stock units convert into common stock on a one-for-one basis.
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 |
|---|---|---|---|---|---|---|
| December 21, 2021 Filed Dec 22, 2021 21:02 UTC | DoubleVerify Holdings, Inc. DV · Entity 4486 | SaleCommon Stock | 12,915 | $31.16 | $402,415.90 |
DisclosureSEC source: 0001209191-21-070917 · doc4.xml · nonDerivative · entry 3 Allais Nicola T · CIK 0001854086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2021. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $30.56 to $31.56, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth above. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 21:02 UTC | DoubleVerify Holdings, Inc. DV · Entity 4486 | SaleCommon Stock | 400 | $31.32 | $12,526.00 |
DisclosureSEC source: 0001209191-21-070917 · doc4.xml · nonDerivative · entry 2 Allais Nicola T · CIK 0001854086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,915 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $31.255 to $31.385, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth above. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 21:02 UTC | DoubleVerify Holdings, Inc. DV · Entity 4486 | SaleCommon Stock | 12,515 | $30.86 | $386,239.18 |
DisclosureSEC source: 0001209191-21-070917 · doc4.xml · nonDerivative · entry 1 Allais Nicola T · CIK 0001854086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,315 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $30.23 to $31.22, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth above. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 22:04 UTC | DoubleVerify Holdings, Inc. DV · Entity 4486 | GrantOptions (Rights to Buy) · Derivative | 19,410 | $0.00 Strike: $31.39 | $0.00 |
DisclosureSEC source: 0001209191-21-069516 · doc4.xml · derivative · entry 4 Allais Nicola T · CIK 0001854086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,410 Underlying: Common Stock · 19,410 shares Expires 2031-12-09 F3 · derivative.exercise_date: The restricted stock units and stock options vest 50% on each of December 15, 2022 and December 15, 2023. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 22:04 UTC | DoubleVerify Holdings, Inc. DV · Entity 4486 | GrantOptions (Rights to Buy) · Derivative | 94,127 | $0.00 Strike: $31.39 | $0.00 |
DisclosureSEC source: 0001209191-21-069516 · doc4.xml · derivative · entry 3 Allais Nicola T · CIK 0001854086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,127 Underlying: Common Stock · 94,127 shares Expires 2031-12-09 F2 · derivative.exercise_date: The restricted stock units and stock options vest 6.25% on March 15, 2022 (the "Vesting Date") and the remainder of the restricted stock units and stock options vest at a rate of 6.25% on each quarterly anniversary of the Vesting Date. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 22:04 UTC | DoubleVerify Holdings, Inc. DV · Entity 4486 | GrantRestricted Stock Units · Derivative | 7,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069516 · doc4.xml · derivative · entry 2 Allais Nicola T · CIK 0001854086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,964 Underlying: Common Stock · 7,964 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units and stock options vest 50% on each of December 15, 2022 and December 15, 2023. F3 · derivative.expiration_date: The restricted stock units and stock options vest 50% on each of December 15, 2022 and December 15, 2023. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 22:04 UTC | DoubleVerify Holdings, Inc. DV · Entity 4486 | GrantRestricted Stock Units · Derivative | 39,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069516 · doc4.xml · derivative · entry 1 Allais Nicola T · CIK 0001854086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,822 Underlying: Common Stock · 39,822 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units and stock options vest 6.25% on March 15, 2022 (the "Vesting Date") and the remainder of the restricted stock units and stock options vest at a rate of 6.25% on each quarterly anniversary of the Vesting Date. F2 · derivative.expiration_date: The restricted stock units and stock options vest 6.25% on March 15, 2022 (the "Vesting Date") and the remainder of the restricted stock units and stock options vest at a rate of 6.25% on each quarterly anniversary of the Vesting Date. Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 21:28 UTC | DoubleVerify Holdings, Inc. DV · Entity 4486 | SaleCommon Stock | 7,707 | $32.70 | $252,034.31 |
DisclosureSEC source: 0001209191-21-068789 · doc4.xml · nonDerivative · entry 4 Allais Nicola T · CIK 0001854086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,830 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2021. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $32.55 to $33.07, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth above. Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 21:28 UTC | DoubleVerify Holdings, Inc. DV · Entity 4486 | SaleCommon Stock | 5,208 | $32.23 | $167,833.01 |
DisclosureSEC source: 0001209191-21-068789 · doc4.xml · nonDerivative · entry 3 Allais Nicola T · CIK 0001854086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,537 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2021. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $31.55 to $32.54, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth above. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 21:28 UTC | DoubleVerify Holdings, Inc. DV · Entity 4486 | SaleCommon Stock | 800 | $32.92 | $26,335.52 |
DisclosureSEC source: 0001209191-21-068789 · doc4.xml · nonDerivative · entry 2 Allais Nicola T · CIK 0001854086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,745 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $32.89 to $32.965, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth above. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 21:28 UTC | DoubleVerify Holdings, Inc. DV · Entity 4486 | SaleCommon Stock | 12,122 | $32.29 | $391,475.14 |
DisclosureSEC source: 0001209191-21-068789 · doc4.xml · nonDerivative · entry 1 Allais Nicola T · CIK 0001854086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,545 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $31.89 to $32.88, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth above. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 22:06 UTC | DoubleVerify Holdings, Inc. DV · Entity 4486 | GrantOptions (Rights to Buy) · Derivative | 801,883 | $0.00 Strike: $2.01 | $0.00 |
DisclosureSEC source: 0001209191-21-066816 · doc4.xml · derivative · entry 1 Allais Nicola T · CIK 0001854086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 801,883 Underlying: Common Stock · 801,883 shares Expires 2028-01-04 F1 · shares: Represents non-qualified stock options granted on January 4, 2018 that vested on November 22, 2021 upon Providence VII U.S. Holdings L.P. receiving cumulative cash proceeds in respect of its investment in DoubleVerify Holdings, Inc. (the "Company") equal to two times its aggregate cash investment in the Company. 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.