Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fortrea Holdings Inc.FTRE · Entity 4623 | Director | June 10, 2026 | June 12, 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.
Fortrea Holdings Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 33,768 |
Reported balance
After 2026-06-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 12,852 · Balance 33,768 F1: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Fortrea Holdings Inc. ("Fortrea") common stock ("Common Stock"). F2: Represents an RSU award that vests in its entirety twelve months after June 10, 2026, subject to the Reporting Person's continued service. F3: This number reflects the aggregate number of RSUs held by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Fortrea Holdings Inc. ("Fortrea") common stock ("Common Stock").
F2: Represents an RSU award that vests in its entirety twelve months after June 10, 2026, subject to the Reporting Person's continued service.
F3: This number reflects the aggregate number of RSUs held by the reporting person.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PPD, Inc.
Report date December 08, 2021 · Filed December 08, 2021
Section 16 reporting ended · disclosed 2021-12-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-12-08 transaction · row 4
3 source rows · reconciled sequenceRow 1 · 2021-12-08 · Disposition to issuer · Disposed 378,005 · Balance 0 F1: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F2: At the effective time of the Merger, each issued and outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $47.50 in cash (the "Merger Consideration"). Row 3 · 2021-12-08 · Grant · Acquired 42,424 · Balance 42,424 F1: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F3: Prior to the Merger, the Reporting Person held certain restricted stock units subject to performance-based vesting criteria ("PSUs") which were not included on prior reports as the performance-based vesting criteria had not been satisfied. At the effective time of the Merger, each unvested PSU was canceled and converted into a restricted stock unit with substantially the same terms as were applicable to such PSU immediately prior to the effective time of the Merger (other than performance-based vesting conditions) with respect to a number of shares of Buyer equal to the product of (a) the Merger Consideration divided by the price of Buyer stock prior to the Merger, as determined in accordance with the Merger Agreement (the "Exchange Ratio") and (b) the number of shares of Issuer common stock subject to such PSU, based on the actual level of performance deemed achieved prior to the Merger. Row 4 · 2021-12-08 · Disposition to issuer · Disposed 42,424 · Balance 0 F1: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F3: Prior to the Merger, the Reporting Person held certain restricted stock units subject to performance-based vesting criteria ("PSUs") which were not included on prior reports as the performance-based vesting criteria had not been satisfied. At the effective time of the Merger, each unvested PSU was canceled and converted into a restricted stock unit with substantially the same terms as were applicable to such PSU immediately prior to the effective time of the Merger (other than performance-based vesting conditions) with respect to a number of shares of Buyer equal to the product of (a) the Merger Consideration divided by the price of Buyer stock prior to the Merger, as determined in accordance with the Merger Agreement (the "Exchange Ratio") and (b) the number of shares of Issuer common stock subject to such PSU, based on the actual level of performance deemed achieved prior to the Merger. F7: Following the closing of the Merger, the Reporting Person's employment was terminated and the vesting of unvested equity awards of Buyer will be accelerated pursuant to the terms of the Merger Agreement. |
| Common StockSEC Table I · non-derivative | IndirectBy grantor retained annuity trust | 0 |
Reported balance
After 2021-12-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-12-08 · Disposition to issuer · Disposed 74,480 · Balance 0 F1: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F2: At the effective time of the Merger, each issued and outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $47.50 in cash (the "Merger Consideration"). |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.05 · Expires 2027-05-11 | Direct | 0 |
Reported balance
After 2021-12-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-12-08 · Disposition to issuer · Disposed 646,604 · Balance 0 F1: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F4: These options, of which 93,036 were unvested and scheduled to vest on May 11, 2022, were canceled in the Merger in exchange for a cash payment per underlying share equal to the difference between the exercise price of the option and the Merger Consideration. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.59 · Expires 2027-05-11 | Direct | 549,582 |
Reported balance
After 2021-12-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-12-08 · Grant · Acquired 93,038 · Balance 549,582 F5: These options, of which (i) 265,819 options were eligible to vest upon the achievement of certain return on capital or rate of return conditions three years after the initial public offering of the Issuer or earlier, upon certain sales by significant stockholders, and (ii) 93,038 options were eligible to vest upon the achievement of certain EBITDA-based vesting conditions for the fiscal year 2021 and were not included on prior reports as the performance-based vesting criteria had not been satisfied, were canceled in the Merger in exchange for a cash payment per underlying share equal to the difference between the exercise price of the option and the Merger Consideration. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.59 · Expires 2027-05-11 | Direct | 0 |
Reported balance
After 2021-12-08 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-12-08 · Disposition to issuer · Disposed 549,582 · Balance 0 F1: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F5: These options, of which (i) 265,819 options were eligible to vest upon the achievement of certain return on capital or rate of return conditions three years after the initial public offering of the Issuer or earlier, upon certain sales by significant stockholders, and (ii) 93,038 options were eligible to vest upon the achievement of certain EBITDA-based vesting conditions for the fiscal year 2021 and were not included on prior reports as the performance-based vesting criteria had not been satisfied, were canceled in the Merger in exchange for a cash payment per underlying share equal to the difference between the exercise price of the option and the Merger Consideration. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.22 · Expires 2031-02-11 | Direct | 0 |
Reported balance
After 2021-12-08 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-12-08 · Disposition to issuer · Disposed 48,408 · Balance 0 F1: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F6: This option, which provided for vesting in four equal installments beginning on February 11, 2022, was canceled and converted into an option to purchase a number of shares of Buyer common stock equal to the number of shares of Issuer common stock subject to such option multiplied by the Exchange Ratio, at a price per share equal to the exercise price per share divided by the Exchange Ratio, plus a cash payment in respect of any fractional shares as provided in the Merger Agreement. F7: Following the closing of the Merger, the Reporting Person's employment was terminated and the vesting of unvested equity awards of Buyer will be accelerated pursuant to the terms of the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger").
F2: At the effective time of the Merger, each issued and outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $47.50 in cash (the "Merger Consideration").
F3: Prior to the Merger, the Reporting Person held certain restricted stock units subject to performance-based vesting criteria ("PSUs") which were not included on prior reports as the performance-based vesting criteria had not been satisfied. At the effective time of the Merger, each unvested PSU was canceled and converted into a restricted stock unit with substantially the same terms as were applicable to such PSU immediately prior to the effective time of the Merger (other than performance-based vesting conditions) with respect to a number of shares of Buyer equal to the product of (a) the Merger Consideration divided by the price of Buyer stock prior to the Merger, as determined in accordance with the Merger Agreement (the "Exchange Ratio") and (b) the number of shares of Issuer common stock subject to such PSU, based on the actual level of performance deemed achieved prior to the Merger.
F4: These options, of which 93,036 were unvested and scheduled to vest on May 11, 2022, were canceled in the Merger in exchange for a cash payment per underlying share equal to the difference between the exercise price of the option and the Merger Consideration.
F5: These options, of which (i) 265,819 options were eligible to vest upon the achievement of certain return on capital or rate of return conditions three years after the initial public offering of the Issuer or earlier, upon certain sales by significant stockholders, and (ii) 93,038 options were eligible to vest upon the achievement of certain EBITDA-based vesting conditions for the fiscal year 2021 and were not included on prior reports as the performance-based vesting criteria had not been satisfied, were canceled in the Merger in exchange for a cash payment per underlying share equal to the difference between the exercise price of the option and the Merger Consideration.
F6: This option, which provided for vesting in four equal installments beginning on February 11, 2022, was canceled and converted into an option to purchase a number of shares of Buyer common stock equal to the number of shares of Issuer common stock subject to such option multiplied by the Exchange Ratio, at a price per share equal to the exercise price per share divided by the Exchange Ratio, plus a cash payment in respect of any fractional shares as provided in the Merger Agreement.
F7: Following the closing of the Merger, the Reporting Person's employment was terminated and the vesting of unvested equity awards of Buyer will be accelerated pursuant to the terms of the Merger Agreement.
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 10, 2026 Filed Jun 12, 2026 16:08 UTC | Fortrea Holdings Inc. FTRE · Entity 4623 | GrantRestricted Stock Unit · Derivative | 12,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001965040-26-000080 · form4.xml · derivative · entry 1 Sharbaugh William J · CIK 0001399883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,768 Underlying: Common Stock · 12,852 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Fortrea Holdings Inc. ("Fortrea") common stock ("Common Stock"). F2 · derivative.exercise_date: Represents an RSU award that vests in its entirety twelve months after June 10, 2026, subject to the Reporting Person's continued service. F2 · derivative.expiration_date: Represents an RSU award that vests in its entirety twelve months after June 10, 2026, subject to the Reporting Person's continued service. F3 · balance_after: This number reflects the aggregate number of RSUs held by the reporting person. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 16:03 UTC | Fortrea Holdings Inc. FTRE · Entity 4623 | GrantRestricted Stock Unit · Derivative | 20,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001965040-25-000137 · form4.xml · derivative · entry 1 Sharbaugh William J · CIK 0001399883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,916 Underlying: Common Stock · 20,916 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Fortrea Holdings Inc. Common Stock. F2 · derivative.exercise_date: The RSUs vest in full on November 20, 2026. F2 · derivative.expiration_date: The RSUs vest in full on November 20, 2026. Read SEC document |
| December 08, 2021 Filed Dec 8, 2021 16:37 UTC | PPD, Inc. PPD · Entity 15247 | Disposition to issuerStock Options (Right to Buy) · Derivative | 48,408 | Not disclosed Strike: $37.22 | Not disclosed |
DisclosureSEC source: 0001437749-21-028105 · rdgdoc.xml · derivative · entry 8 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 48,408 shares Expires 2031-02-11 F1 · kind: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F6 · price: This option, which provided for vesting in four equal installments beginning on February 11, 2022, was canceled and converted into an option to purchase a number of shares of Buyer common stock equal to the number of shares of Issuer common stock subject to such option multiplied by the Exchange Ratio, at a price per share equal to the exercise price per share divided by the Exchange Ratio, plus a cash payment in respect of any fractional shares as provided in the Merger Agreement. F7 · price: Following the closing of the Merger, the Reporting Person's employment was terminated and the vesting of unvested equity awards of Buyer will be accelerated pursuant to the terms of the Merger Agreement. F6 · derivative.exercise_date: This option, which provided for vesting in four equal installments beginning on February 11, 2022, was canceled and converted into an option to purchase a number of shares of Buyer common stock equal to the number of shares of Issuer common stock subject to such option multiplied by the Exchange Ratio, at a price per share equal to the exercise price per share divided by the Exchange Ratio, plus a cash payment in respect of any fractional shares as provided in the Merger Agreement. Read SEC document |
| December 08, 2021 Filed Dec 8, 2021 16:37 UTC | PPD, Inc. PPD · Entity 15247 | Disposition to issuerStock Options (Right to Buy) · Derivative | 549,582 | $36.91 Strike: $10.59 | $20,285,071.62 |
DisclosureSEC source: 0001437749-21-028105 · rdgdoc.xml · derivative · entry 7 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 549,582 shares Expires 2027-05-11 F1 · kind: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F5 · price: These options, of which (i) 265,819 options were eligible to vest upon the achievement of certain return on capital or rate of return conditions three years after the initial public offering of the Issuer or earlier, upon certain sales by significant stockholders, and (ii) 93,038 options were eligible to vest upon the achievement of certain EBITDA-based vesting conditions for the fiscal year 2021 and were not included on prior reports as the performance-based vesting criteria had not been satisfied, were canceled in the Merger in exchange for a cash payment per underlying share equal to the difference between the exercise price of the option and the Merger Consideration. F5 · derivative.exercise_date: These options, of which (i) 265,819 options were eligible to vest upon the achievement of certain return on capital or rate of return conditions three years after the initial public offering of the Issuer or earlier, upon certain sales by significant stockholders, and (ii) 93,038 options were eligible to vest upon the achievement of certain EBITDA-based vesting conditions for the fiscal year 2021 and were not included on prior reports as the performance-based vesting criteria had not been satisfied, were canceled in the Merger in exchange for a cash payment per underlying share equal to the difference between the exercise price of the option and the Merger Consideration. Read SEC document |
| December 08, 2021 Filed Dec 8, 2021 16:37 UTC | PPD, Inc. PPD · Entity 15247 | GrantStock Options (Right to Buy) · Derivative | 93,038 | $0.00 Strike: $10.59 | $0.00 |
DisclosureSEC source: 0001437749-21-028105 · rdgdoc.xml · derivative · entry 6 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 549,582 Underlying: Common Stock · 93,038 shares Expires 2027-05-11 F5 · kind: These options, of which (i) 265,819 options were eligible to vest upon the achievement of certain return on capital or rate of return conditions three years after the initial public offering of the Issuer or earlier, upon certain sales by significant stockholders, and (ii) 93,038 options were eligible to vest upon the achievement of certain EBITDA-based vesting conditions for the fiscal year 2021 and were not included on prior reports as the performance-based vesting criteria had not been satisfied, were canceled in the Merger in exchange for a cash payment per underlying share equal to the difference between the exercise price of the option and the Merger Consideration. F5 · derivative.exercise_date: These options, of which (i) 265,819 options were eligible to vest upon the achievement of certain return on capital or rate of return conditions three years after the initial public offering of the Issuer or earlier, upon certain sales by significant stockholders, and (ii) 93,038 options were eligible to vest upon the achievement of certain EBITDA-based vesting conditions for the fiscal year 2021 and were not included on prior reports as the performance-based vesting criteria had not been satisfied, were canceled in the Merger in exchange for a cash payment per underlying share equal to the difference between the exercise price of the option and the Merger Consideration. Read SEC document |
| December 08, 2021 Filed Dec 8, 2021 16:37 UTC | PPD, Inc. PPD · Entity 15247 | Disposition to issuerStock Options (Right to Buy) · Derivative | 646,604 | $32.45 Strike: $15.05 | $20,982,299.80 |
DisclosureSEC source: 0001437749-21-028105 · rdgdoc.xml · derivative · entry 5 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 646,604 shares Expires 2027-05-11 F1 · kind: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F4 · price: These options, of which 93,036 were unvested and scheduled to vest on May 11, 2022, were canceled in the Merger in exchange for a cash payment per underlying share equal to the difference between the exercise price of the option and the Merger Consideration. F4 · derivative.exercise_date: These options, of which 93,036 were unvested and scheduled to vest on May 11, 2022, were canceled in the Merger in exchange for a cash payment per underlying share equal to the difference between the exercise price of the option and the Merger Consideration. Read SEC document |
| December 08, 2021 Filed Dec 8, 2021 16:37 UTC | PPD, Inc. PPD · Entity 15247 | Disposition to issuerCommon Stock | 42,424 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-028105 · rdgdoc.xml · nonDerivative · entry 4 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F3 · price: Prior to the Merger, the Reporting Person held certain restricted stock units subject to performance-based vesting criteria ("PSUs") which were not included on prior reports as the performance-based vesting criteria had not been satisfied. At the effective time of the Merger, each unvested PSU was canceled and converted into a restricted stock unit with substantially the same terms as were applicable to such PSU immediately prior to the effective time of the Merger (other than performance-based vesting conditions) with respect to a number of shares of Buyer equal to the product of (a) the Merger Consideration divided by the price of Buyer stock prior to the Merger, as determined in accordance with the Merger Agreement (the "Exchange Ratio") and (b) the number of shares of Issuer common stock subject to such PSU, based on the actual level of performance deemed achieved prior to the Merger. F7 · price: Following the closing of the Merger, the Reporting Person's employment was terminated and the vesting of unvested equity awards of Buyer will be accelerated pursuant to the terms of the Merger Agreement. Read SEC document |
| December 08, 2021 Filed Dec 8, 2021 16:37 UTC | PPD, Inc. PPD · Entity 15247 | GrantCommon Stock | 42,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-028105 · rdgdoc.xml · nonDerivative · entry 3 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,424 F1 · kind: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F3 · kind: Prior to the Merger, the Reporting Person held certain restricted stock units subject to performance-based vesting criteria ("PSUs") which were not included on prior reports as the performance-based vesting criteria had not been satisfied. At the effective time of the Merger, each unvested PSU was canceled and converted into a restricted stock unit with substantially the same terms as were applicable to such PSU immediately prior to the effective time of the Merger (other than performance-based vesting conditions) with respect to a number of shares of Buyer equal to the product of (a) the Merger Consideration divided by the price of Buyer stock prior to the Merger, as determined in accordance with the Merger Agreement (the "Exchange Ratio") and (b) the number of shares of Issuer common stock subject to such PSU, based on the actual level of performance deemed achieved prior to the Merger. F3 · shares: Prior to the Merger, the Reporting Person held certain restricted stock units subject to performance-based vesting criteria ("PSUs") which were not included on prior reports as the performance-based vesting criteria had not been satisfied. At the effective time of the Merger, each unvested PSU was canceled and converted into a restricted stock unit with substantially the same terms as were applicable to such PSU immediately prior to the effective time of the Merger (other than performance-based vesting conditions) with respect to a number of shares of Buyer equal to the product of (a) the Merger Consideration divided by the price of Buyer stock prior to the Merger, as determined in accordance with the Merger Agreement (the "Exchange Ratio") and (b) the number of shares of Issuer common stock subject to such PSU, based on the actual level of performance deemed achieved prior to the Merger. Read SEC document |
| December 08, 2021 Filed Dec 8, 2021 16:37 UTC | PPD, Inc. PPD · Entity 15247 | Disposition to issuerCommon Stock | 74,480 | $47.50 | $3,537,800.00 |
DisclosureSEC source: 0001437749-21-028105 · rdgdoc.xml · nonDerivative · entry 2 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By grantor retained annuity trust Disclosed balance after: 0 F1 · kind: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F2 · price: At the effective time of the Merger, each issued and outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $47.50 in cash (the "Merger Consideration"). Read SEC document |
| December 08, 2021 Filed Dec 8, 2021 16:37 UTC | PPD, Inc. PPD · Entity 15247 | Disposition to issuerCommon Stock | 378,005 | $47.50 | $17,955,237.50 |
DisclosureSEC source: 0001437749-21-028105 · rdgdoc.xml · nonDerivative · entry 1 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On December 8, 2021, Thermo Fisher Scientific Inc., a Delaware corporation ("Buyer"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Powder Acquisition Corp., a Delaware corporation and wholly-owned subsidiary of Buyer ("Merger Sub"), dated as of April 15, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F2 · price: At the effective time of the Merger, each issued and outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $47.50 in cash (the "Merger Consideration"). Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 17:25 UTC | PPD, Inc. PPD · Entity 15247 | GrantStock Options (Right to Buy) · Derivative | 48,408 | $0.00 Strike: $37.22 | $0.00 |
DisclosureSEC source: 0000899243-21-006683 · doc4.xml · derivative · entry 2 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,408 Underlying: Common Stock · 48,408 shares Expires 2031-02-11 F3 · derivative.exercise_date: These options to purchase common stock vest in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 17:25 UTC | PPD, Inc. PPD · Entity 15247 | GrantStock Options (Right to Buy) · Derivative | 102,341 | $0.00 Strike: $10.59 | $0.00 |
DisclosureSEC source: 0000899243-21-006683 · doc4.xml · derivative · entry 1 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,544 Underlying: Common Stock · 102,341 shares Expires 2027-05-11 F1 · kind: Represents previously awarded stock options vesting upon the achievement of certain EBITDA vesting conditions for fiscal 2020, which were determined to be earned subject to the receipt by the Issuer of the completed audit of its fiscal 2020 financial statements. F2 · derivative.exercise_date: Represents 190,725 vested stock options and 265,819 unvested stock options which are eligible to vest upon the achievement of certain return on capital or rate of return conditions three years after the initial public offering of the Issuer or earlier, upon certain sales by significant stockholders. Does not include an additional 93,038 stock options with an exercise price of $10.59 which are eligible to vest upon the achievement of certain EBITDA-based vesting conditions for fiscal year 2021. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 19:04 UTC | PPD, Inc. PPD · Entity 15247 | GrantStock Options (Right to Buy) · Derivative | 88,384 | $0.00 Strike: $10.59 | $0.00 |
DisclosureSEC source: 0000899243-20-005528 · doc4.xml · derivative · entry 1 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,203 Underlying: Common Stock · 88,384 shares Expires 2027-05-11 F1 · kind: Represents previously awarded stock options earned upon the achievement of certain EBITDA vesting conditions for fiscal 2019. F2 · derivative.exercise_date: Represents 88,384 vested stock options and 265,819 unvested stock options which are eligible to vest upon the achievement of certain return on capital or rate of return conditions three years after the initial public offering of the Issuer or earlier, upon certain sales by significant stockholders. Does not include an additional 195,379 stock options with an exercise price of $10.59 which are eligible to vest upon the achievement of certain EBITDA-based vesting conditions for fiscal years 2020-2021. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 16:14 UTC | PPD, Inc. PPD · Entity 15247 | PurchaseCommon stock | 30,000 | $27.00 | $810,000.00 |
DisclosureSEC source: 0000899243-20-004247 · doc4.xml · nonDerivative · entry 5 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,485 F2 · price: Shares were acquired in a directed share program in connection with the Issuer's initial public offering. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 16:14 UTC | PPD, Inc. PPD · Entity 15247 | GrantCommon stock | 90,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-004247 · doc4.xml · nonDerivative · entry 4 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By grantor retained annuity trust Disclosed balance after: 90,000 F1 · price: Upon the completion of the initial public offering of PPD, Inc. (the "Issuer"), all shares of the Issuer's non-voting common stock automatically converted into shares of the Issuer's voting common stock on a one-for-one basis. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 16:14 UTC | PPD, Inc. PPD · Entity 15247 | Disposition to issuerNon-voting common stock | 90,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-004247 · doc4.xml · nonDerivative · entry 3 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By grantor retained annuity trust Disclosed balance after: 0 F1 · security: Upon the completion of the initial public offering of PPD, Inc. (the "Issuer"), all shares of the Issuer's non-voting common stock automatically converted into shares of the Issuer's voting common stock on a one-for-one basis. F1 · price: Upon the completion of the initial public offering of PPD, Inc. (the "Issuer"), all shares of the Issuer's non-voting common stock automatically converted into shares of the Issuer's voting common stock on a one-for-one basis. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 16:14 UTC | PPD, Inc. PPD · Entity 15247 | GrantCommon stock | 332,485 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-004247 · doc4.xml · nonDerivative · entry 2 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,485 F1 · price: Upon the completion of the initial public offering of PPD, Inc. (the "Issuer"), all shares of the Issuer's non-voting common stock automatically converted into shares of the Issuer's voting common stock on a one-for-one basis. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 16:14 UTC | PPD, Inc. PPD · Entity 15247 | Disposition to issuerNon-voting common stock | 332,485 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-004247 · doc4.xml · nonDerivative · entry 1 Sharbaugh William J · CIK 0001399883 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: Upon the completion of the initial public offering of PPD, Inc. (the "Issuer"), all shares of the Issuer's non-voting common stock automatically converted into shares of the Issuer's voting common stock on a one-for-one basis. F1 · price: Upon the completion of the initial public offering of PPD, Inc. (the "Issuer"), all shares of the Issuer's non-voting common stock automatically converted into shares of the Issuer's voting common stock on a one-for-one basis. 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.