Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACOBS SOLUTIONS INC.J · Entity 3307 | Chief Human Resources Officer | May 18, 2026 | May 22, 2026 |
| Vertiv Holdings CoVRT · Entity 440 | Chief Human Resources Officer | August 22, 2024 | August 23, 2024 |
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.
JACOBS SOLUTIONS INC.
Report date May 18, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,585 |
Reported balance
After 2026-05-18 transaction · row 1
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 1,585 · Balance 1,585 F1: Represents the receipt of restricted stock units pursuant to the Company's Stock Incentive Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock. The restricted stock units vest in four equal annual installments beginning on the first anniversary of grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the receipt of restricted stock units pursuant to the Company's Stock Incentive Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock. The restricted stock units vest in four equal annual installments beginning on the first anniversary of grant date.
Vertiv Holdings Co
Report date August 22, 2024 · Filed August 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 13,479.94 |
Reported balance
After 2024-08-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-08-22 · Tax withholding · Disposed 2,914 · Balance 13,479.94 F1: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs"). Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares are mandatorily settled in cash. F2: Includes shares, RSUs and DSUs. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 401(k) plan | 880.1 |
Reported balance
Holding disclosure · report date 2024-08-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 880.1 F3: Reflects shares acquired under the Company's 401(k) plan in transactions exempt from reporting requirements. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs"). Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares are mandatorily settled in cash.
F2: Includes shares, RSUs and DSUs.
F3: Reflects shares acquired under the Company's 401(k) plan in transactions exempt from reporting requirements.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 18, 2026 Filed May 22, 2026 21:07 UTC | JACOBS SOLUTIONS INC. J · Entity 3307 | GrantCommon Stock | 1,585 | $113.61 | $180,071.85 |
DisclosureSEC source: 0001942478-26-000008 · form4-05222026_090503.xml · nonDerivative · entry 1 Lim Cheryl H.J. · CIK 0001942478 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,585 F1 · shares: Represents the receipt of restricted stock units pursuant to the Company's Stock Incentive Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock. The restricted stock units vest in four equal annual installments beginning on the first anniversary of grant date. Read SEC document |
| August 22, 2024 Filed Aug 23, 2024 20:18 UTC | Vertiv Holdings Co VRT · Entity 440 | Tax withholdingClass A Common Stock | 2,914 | $76.78 | $223,736.92 |
DisclosureSEC source: 0001628280-24-038354 · wk-form4_1724444308.xml · nonDerivative · entry 1 Lim Cheryl H.J. · CIK 0001942478 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,479.94 F1 · shares: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs"). Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares are mandatorily settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| June 26, 2024 Filed Jun 26, 2024 20:42 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 3.6 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-030174 · wk-form4_1719434553.xml · nonDerivative · entry 1 Lim Cheryl H.J. · CIK 0001942478 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,394.87 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units (DSUs) on the reporting persons restricted stock units (RSUs). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 20:25 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 4.19 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014049 · wk-form4_1712003116.xml · nonDerivative · entry 1 Lim Cheryl H.J. · CIK 0001942478 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,391.27 F1 · shares: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs"). Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares are mandatorily settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 07, 2024 Filed Mar 12, 2024 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 15,345 | $0.00 Strike: $72.09 | $0.00 |
DisclosureSEC source: 0001628280-24-010343 · wk-form4_1710205316.xml · derivative · entry 1 Lim Cheryl H.J. · CIK 0001942478 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,345 Underlying: Class A Common Stock · 15,345 shares Expires 2034-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2024. Read SEC document |
| December 27, 2023 Filed Dec 29, 2023 00:26 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 6.77 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-042851 · wk-form4_1703809560.xml · nonDerivative · entry 1 Lim Cheryl H.J. · CIK 0001942478 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,387.08 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 |
| August 22, 2023 Filed Aug 25, 2023 01:20 UTC | Vertiv Holdings Co VRT · Entity 440 | Tax withholdingClass A Common Stock | 2,969 | $34.97 | $103,825.93 |
DisclosureSEC source: 0001628280-23-030567 · wk-form4_1692926430.xml · nonDerivative · entry 1 Lim Cheryl H.J. · CIK 0001942478 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,380.95 F1 · shares: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs"). Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares are mandatorily settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:08 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 60,085 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007344 · wf-form4_167839970885736.xml · derivative · entry 1 Lim Cheryl H.J. · CIK 0001942478 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,085 Underlying: Class A Common Stock · 60,085 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:59 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 13.95 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-032230 · wf-form4_167148698439494.xml · nonDerivative · entry 1 Lim Cheryl H.J. · CIK 0001942478 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,349.95 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 |
| August 22, 2022 Filed Aug 23, 2022 20:34 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 76,923 | $0.00 Strike: $12.05 | $0.00 |
DisclosureSEC source: 0001942478-22-000006 · wf-form4_166128684263719.xml · derivative · entry 2 Lim Cheryl H.J. · CIK 0001942478 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,923 Underlying: Class A Common Stock · 76,923 shares Expires 2032-08-22 F2 · derivative.exercise_date: The stock options will become vested and exercisable in 25% installments on each of the first four anniversaries of the grant date. Read SEC document |
| August 22, 2022 Filed Aug 23, 2022 20:34 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 19,336 | $12.05 | $232,998.80 |
DisclosureSEC source: 0001942478-22-000006 · wf-form4_166128684263719.xml · nonDerivative · entry 1 Lim Cheryl H.J. · CIK 0001942478 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,336 F1 · shares: Represents an award of 19,336 restricted stock units ("RSUs") awarded pursuant to the 2020 Stock Incentive Plan of Vertiv Holdings Co and its Affiliates. 6,445 will vest on each of August 22, 2023 and August 22, 2024, and 6,446 RSUs will vest on August 22, 2025. 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.