Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fortrea Holdings Inc.FTRE · Entity 4623 | Chief Accounting Officer | May 18, 2026 | May 20, 2026 |
| IQVIA HOLDINGS INC.IQV · Entity 3058 | Sr Vice President, Controller | August 02, 2018 | August 06, 2018 |
| Syneos Health, Inc.SYNH · Entity 109360 | EVP, Chief Accounting Officer | January 17, 2021 | January 20, 2021 |
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 May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,389 |
Reported balance
After 2026-05-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-18 · Sale · Disposed 2,000 · Balance 20,389 F1: The sales reported on this Form 4 represent shares of Common Stock sold by the Reporting Person. F2: This number reflects the aggregate amount of Common Stock held by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 represent shares of Common Stock sold by the Reporting Person.
F2: This number reflects the aggregate amount of Common Stock held by the reporting person.
IQVIA HOLDINGS INC.
Report date August 02, 2018 · Filed August 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,195 |
Ending reported balance
After 2018-08-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-08-02 · Sale · Disposed 345 · Balance 1,721 Row 2 · 2018-08-02 · Sale · Disposed 526 · Balance 1,195 |
Syneos Health, Inc.
Report date January 17, 2021 · Filed January 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,903 |
Reported balance
After 2021-01-17 transaction · row 1
1 source rowRow 1 · 2021-01-17 · Tax withholding · Disposed 405 · Balance 10,903 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NetApp, Inc.
Report date August 28, 2023 · Filed August 30, 2023
Section 16 reporting ended · disclosed 2023-08-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common sharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-08-28 transaction · row 1
1 source rowRow 1 · 2023-08-28 · Sale · Disposed 9,113 · Balance 0 F1: The price in Column 4 is a weighted average price. The prices actually received ranged from $75.87 to $75.92. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Column 4 is a weighted average price. The prices actually received ranged from $75.87 to $75.92. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
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 |
|---|---|---|---|---|---|---|
| January 17, 2021 Filed Jan 20, 2021 22:14 UTC | Syneos Health, Inc. SYNH · Entity 109360 | Tax withholdingClass A Common Stock | 405 | $77.13 | $31,237.65 |
DisclosureSEC source: 0001209191-21-004380 · doc4.xml · nonDerivative · entry 1 Parks Robert · CIK 0001707662 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,903 Read SEC document |
| January 08, 2021 Filed Jan 11, 2021 22:06 UTC | Syneos Health, Inc. SYNH · Entity 109360 | Tax withholdingClass A Common Stock | 679 | $73.59 | $49,967.61 |
DisclosureSEC source: 0001209191-21-002976 · doc4.xml · nonDerivative · entry 1 Parks Robert · CIK 0001707662 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,308 Read SEC document |
| December 03, 2020 Filed Dec 4, 2020 22:06 UTC | Syneos Health, Inc. SYNH · Entity 109360 | Tax withholdingClass A Common Stock | 660 | $62.62 | $41,329.20 |
DisclosureSEC source: 0001209191-20-061825 · doc4.xml · nonDerivative · entry 1 Parks Robert · CIK 0001707662 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,987 F1 · balance_after: Includes 197 shares acquired under the Issuer's Employee Stock Purchase Plan on August 31, 2020. Read SEC document |
| April 20, 2020 Filed Apr 21, 2020 23:04 UTC | Syneos Health, Inc. SYNH · Entity 109360 | SaleClass A Common Stock | 3,588 | $49.65 | $178,144.20 |
DisclosureSEC source: 0001610950-20-000084 · wf-form4_158751026152048.xml · nonDerivative · entry 2 Parks Robert · CIK 0001707662 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,450 F2 · shares: Represents shares sold pursuant to a 10b5-1 trading plan. Read SEC document |
| April 20, 2020 Filed Apr 21, 2020 23:04 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 377 | $44.48 | $16,768.96 |
DisclosureSEC source: 0001610950-20-000084 · wf-form4_158751026152048.xml · nonDerivative · entry 1 Parks Robert · CIK 0001707662 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,038 F1 · shares: Represents shares acquired under the Syneos Health, Inc. Employee Stock Purchase Plan on February 28, 2020. Read SEC document |
| January 17, 2020 Filed Jan 22, 2020 22:08 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 4,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001610950-20-000031 · wf-form4_157973087168661.xml · nonDerivative · entry 1 Parks Robert · CIK 0001707662 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,661 F1 · shares: Represents an award of restricted stock units which vests in three equal annual installments of 33 1/3% beginning on January 17, 2021, subject to continued employment. Read SEC document |
| January 08, 2020 Filed Jan 10, 2020 02:35 UTC | Syneos Health, Inc. SYNH · Entity 109360 | Tax withholdingClass A Common Stock | 679 | $59.96 | $40,712.84 |
DisclosureSEC source: 0001610950-20-000012 · wf-form4_157862371565633.xml · nonDerivative · entry 1 Parks Robert · CIK 0001707662 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,526 Read SEC document |
| December 03, 2019 Filed Dec 4, 2019 21:54 UTC | Syneos Health, Inc. SYNH · Entity 109360 | Tax withholdingClass A Common Stock | 660 | $54.40 | $35,904.00 |
DisclosureSEC source: 0001610950-19-000061 · wf-form4_157549642613836.xml · nonDerivative · entry 1 Parks Robert · CIK 0001707662 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,205 F1 · balance_after: Includes 390 shares acquired under the Issuer's Employee Stock Purchase Plan on August 30, 2019. Read SEC document |
| August 02, 2018 Filed Aug 6, 2018 20:25 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 526 | $124.34 | $65,402.84 |
DisclosureSEC source: 0001478242-18-000051 · edgar.xml · nonDerivative · entry 2 Parks Robert · CIK 0001707662 · Sr Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,195 Read SEC document |
| August 02, 2018 Filed Aug 6, 2018 20:25 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 345 | $124.35 | $42,900.75 |
DisclosureSEC source: 0001478242-18-000051 · edgar.xml · nonDerivative · entry 1 Parks Robert · CIK 0001707662 · Sr Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,721 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 345 | $106.24 | $36,652.80 |
DisclosureSEC source: 0001478242-18-000026 · edgar.xml · nonDerivative · entry 5 Parks Robert · CIK 0001707662 · Sr Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,066 Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionStock Appreciation Right · Derivative | 919 | $0.00 Strike: $78.21 | $0.00 |
DisclosureSEC source: 0001478242-18-000026 · edgar.xml · derivative · entry 7 Parks Robert · CIK 0001707662 · Sr Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,840 Underlying: Common Stock · 919 shares Expires 2027-02-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,075 | $0.00 Strike: $53.26 | $0.00 |
DisclosureSEC source: 0001478242-18-000026 · edgar.xml · derivative · entry 6 Parks Robert · CIK 0001707662 · Sr Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,075 shares Expires 2024-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Disposition to issuerCommon Stock | 753 | $104.84 | $78,944.52 |
DisclosureSEC source: 0001478242-18-000026 · edgar.xml · nonDerivative · entry 4 Parks Robert · CIK 0001707662 · Sr Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,411 Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 919 | $78.21 | $71,874.99 |
DisclosureSEC source: 0001478242-18-000026 · edgar.xml · nonDerivative · entry 3 Parks Robert · CIK 0001707662 · Sr Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,164 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 551 | $105.41 | $58,080.91 |
DisclosureSEC source: 0001478242-18-000026 · edgar.xml · nonDerivative · entry 2 Parks Robert · CIK 0001707662 · Sr Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,245 Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 1,075 | $53.26 | $57,254.50 |
DisclosureSEC source: 0001478242-18-000026 · edgar.xml · nonDerivative · entry 1 Parks Robert · CIK 0001707662 · Sr Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,796 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 04, 2018 Filed Mar 6, 2018 21:16 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 148 | $98.17 | $14,529.16 |
DisclosureSEC source: 0001478242-18-000021 · edgar.xml · nonDerivative · entry 2 Parks Robert · CIK 0001707662 · Sr Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,721 Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 21:16 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 136 | $98.17 | $13,351.12 |
DisclosureSEC source: 0001478242-18-000021 · edgar.xml · nonDerivative · entry 1 Parks Robert · CIK 0001707662 · Sr Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,869 Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 02:36 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantStock Appreciation Right · Derivative | 4,813 | $0.00 Strike: $95.23 | $0.00 |
DisclosureSEC source: 0001478242-18-000006 · edgar.xml · derivative · entry 1 Parks Robert · CIK 0001707662 · Sr Vice President, Controller · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,813 Underlying: Common Stock · 4,813 shares Expires 2028-02-08 F1 · derivative.exercise_date: This stock appreciation right vests in three annual installments beginning on 02/08/2019. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:08 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | GrantStock Appreciation Right · Derivative | 2,487 | $0.00 Strike: $83.80 | $0.00 |
DisclosureSEC source: 0001478242-17-000034 · edgar.xml · derivative · entry 1 Parks Robert · CIK 0001707662 · Sr Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,487 Underlying: Common Stock · 2,487 shares Expires 2027-05-23 F1 · derivative.exercise_date: This stock appreciation right vests in three annual installments beginning on 05/23/2018. 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.