Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Certara, Inc.CERT · Entity 787 | Director · Chief Executive Officer | May 11, 2026 | May 13, 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.
Certara, Inc.
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,389 |
Ending reported balance
After 2026-05-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-11 · Exercise / conversion · Acquired 59,766 · Balance 59,766 F1: Each restricted stock unit ("RSU") was granted on May 11 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. One-third of the RSUs vested and settled on May 11, 2026. The remaining two-thirds of the RSUs will vest and settle on April 1, 2027, and April 1, 2028. Row 2 · 2026-05-11 · Tax withholding · Disposed 24,377 · Balance 35,389 F2: Represents shares of Certara withheld to satisfy tax withholding obligations in connection with the vesting of RSUs described in footnotes 1 and 3, exempt under Rule 16b-3. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 268,949 |
Reported balance
After 2026-05-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-11 · Grant · Acquired 268,949 · Balance 268,949 F3: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported if the Company's stock price achieves certain thresholds prior to the end of the period ending on April 1, 2028 (2025 LTI). |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 740,740 |
Reported balance
After 2026-05-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-11 · Grant · Acquired 740,740 · Balance 740,740 F4: Each PSU was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan. Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported if the Company's stock price achieves certain thresholds prior to the end of the period ending on March 31, 2029 (2026 LTI). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-04-01 | Direct | 179,299 |
Reported balance
After 2026-05-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-11 · Grant · Acquired 179,299 · Balance 179,299 F1: Each restricted stock unit ("RSU") was granted on May 11 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. One-third of the RSUs vested and settled on May 11, 2026. The remaining two-thirds of the RSUs will vest and settle on April 1, 2027, and April 1, 2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-04-01 | Direct | 493,827 |
Reported balance
After 2026-05-11 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-11 · Grant · Acquired 493,827 · Balance 493,827 F5: Each RSU was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. The RSUs will vest and settle in three equal installments on April 1, 2027, April 1, 2028, and April 1, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-01-01 | Direct | 728,405 |
Reported balance
After 2026-05-11 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-05-11 · Grant · Acquired 728,405 · Balance 728,405 F6: Each RSU was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. The RSUs will vest and settle in two equal installments on January 1, 2027, and January 1, 2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-04-01 | Direct | 119,533 |
Reported balance
After 2026-05-11 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-05-11 · Exercise / conversion · Disposed 59,766 · Balance 119,533 F1: Each restricted stock unit ("RSU") was granted on May 11 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. One-third of the RSUs vested and settled on May 11, 2026. The remaining two-thirds of the RSUs will vest and settle on April 1, 2027, and April 1, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") was granted on May 11 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. One-third of the RSUs vested and settled on May 11, 2026. The remaining two-thirds of the RSUs will vest and settle on April 1, 2027, and April 1, 2028.
F2: Represents shares of Certara withheld to satisfy tax withholding obligations in connection with the vesting of RSUs described in footnotes 1 and 3, exempt under Rule 16b-3.
F3: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported if the Company's stock price achieves certain thresholds prior to the end of the period ending on April 1, 2028 (2025 LTI).
F4: Each PSU was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan. Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported if the Company's stock price achieves certain thresholds prior to the end of the period ending on March 31, 2029 (2026 LTI).
F5: Each RSU was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. The RSUs will vest and settle in three equal installments on April 1, 2027, April 1, 2028, and April 1, 2029.
F6: Each RSU was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. The RSUs will vest and settle in two equal installments on January 1, 2027, and January 1, 2028.
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 11, 2026 Filed May 13, 2026 20:53 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 59,766 | $0.00 | $0.00 |
DisclosureSEC source: 0002104700-26-000006 · form4-05132026_080516.xml · derivative · entry 8 Resnick Jon Matthew · CIK 0002104700 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,533 Underlying: Common Stock · 59,766 shares Expires 2028-04-01 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") was granted on May 11 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. One-third of the RSUs vested and settled on May 11, 2026. The remaining two-thirds of the RSUs will vest and settle on April 1, 2027, and April 1, 2028. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on May 11 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. One-third of the RSUs vested and settled on May 11, 2026. The remaining two-thirds of the RSUs will vest and settle on April 1, 2027, and April 1, 2028. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:53 UTC | Certara, Inc. CERT · Entity 787 | GrantRestricted Stock Units · Derivative | 728,405 | $0.00 | $0.00 |
DisclosureSEC source: 0002104700-26-000006 · form4-05132026_080516.xml · derivative · entry 7 Resnick Jon Matthew · CIK 0002104700 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 728,405 Underlying: Common Stock · 728,405 shares Expires 2028-01-01 F6 · derivative.exercise_price: Each RSU was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. The RSUs will vest and settle in two equal installments on January 1, 2027, and January 1, 2028. F6 · derivative.exercise_date: Each RSU was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. The RSUs will vest and settle in two equal installments on January 1, 2027, and January 1, 2028. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:53 UTC | Certara, Inc. CERT · Entity 787 | GrantRestricted Stock Units · Derivative | 493,827 | $0.00 | $0.00 |
DisclosureSEC source: 0002104700-26-000006 · form4-05132026_080516.xml · derivative · entry 6 Resnick Jon Matthew · CIK 0002104700 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493,827 Underlying: Common Stock · 493,827 shares Expires 2029-04-01 F5 · derivative.exercise_price: Each RSU was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. The RSUs will vest and settle in three equal installments on April 1, 2027, April 1, 2028, and April 1, 2029. F5 · derivative.exercise_date: Each RSU was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. The RSUs will vest and settle in three equal installments on April 1, 2027, April 1, 2028, and April 1, 2029. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:53 UTC | Certara, Inc. CERT · Entity 787 | GrantRestricted Stock Units · Derivative | 179,299 | $0.00 | $0.00 |
DisclosureSEC source: 0002104700-26-000006 · form4-05132026_080516.xml · derivative · entry 5 Resnick Jon Matthew · CIK 0002104700 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,299 Underlying: Common Stock · 179,299 shares Expires 2028-04-01 F1 · derivative.exercise_price: Each restricted stock unit ("RSU") was granted on May 11 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. One-third of the RSUs vested and settled on May 11, 2026. The remaining two-thirds of the RSUs will vest and settle on April 1, 2027, and April 1, 2028. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on May 11 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. One-third of the RSUs vested and settled on May 11, 2026. The remaining two-thirds of the RSUs will vest and settle on April 1, 2027, and April 1, 2028. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:53 UTC | Certara, Inc. CERT · Entity 787 | GrantPerformance Stock Units · Derivative | 740,740 | $0.00 | $0.00 |
DisclosureSEC source: 0002104700-26-000006 · form4-05132026_080516.xml · derivative · entry 4 Resnick Jon Matthew · CIK 0002104700 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 740,740 Underlying: Common Stock · 740,740 shares Expires not disclosed F4 · derivative.exercise_price: Each PSU was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan. Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported if the Company's stock price achieves certain thresholds prior to the end of the period ending on March 31, 2029 (2026 LTI). F4 · derivative.exercise_date: Each PSU was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan. Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported if the Company's stock price achieves certain thresholds prior to the end of the period ending on March 31, 2029 (2026 LTI). F4 · derivative.expiration_date: Each PSU was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan. Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported if the Company's stock price achieves certain thresholds prior to the end of the period ending on March 31, 2029 (2026 LTI). Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:53 UTC | Certara, Inc. CERT · Entity 787 | GrantPerformance Stock Units · Derivative | 268,949 | $0.00 | $0.00 |
DisclosureSEC source: 0002104700-26-000006 · form4-05132026_080516.xml · derivative · entry 3 Resnick Jon Matthew · CIK 0002104700 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,949 Underlying: Common Stock · 268,949 shares Expires not disclosed F3 · derivative.exercise_price: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported if the Company's stock price achieves certain thresholds prior to the end of the period ending on April 1, 2028 (2025 LTI). F3 · derivative.exercise_date: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported if the Company's stock price achieves certain thresholds prior to the end of the period ending on April 1, 2028 (2025 LTI). F3 · derivative.expiration_date: Each Certara, Inc. ("Company") performance stock unit ("PSU") was granted on May 11, 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each PSU represents a conditional right to receive one share of Company common stock. The reporting person will be entitled to receive a number of shares between 0% and 200% of the target amount reported if the Company's stock price achieves certain thresholds prior to the end of the period ending on April 1, 2028 (2025 LTI). Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:53 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 24,377 | $6.31 | $153,818.87 |
DisclosureSEC source: 0002104700-26-000006 · form4-05132026_080516.xml · nonDerivative · entry 2 Resnick Jon Matthew · CIK 0002104700 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,389 F2 · shares: Represents shares of Certara withheld to satisfy tax withholding obligations in connection with the vesting of RSUs described in footnotes 1 and 3, exempt under Rule 16b-3. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:53 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionCommon Stock | 59,766 | $0.00 | $0.00 |
DisclosureSEC source: 0002104700-26-000006 · form4-05132026_080516.xml · nonDerivative · entry 1 Resnick Jon Matthew · CIK 0002104700 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,766 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. F1 · price: Each restricted stock unit ("RSU") was granted on May 11 2026, pursuant to the terms of Mr. Resnick's employment agreement, under the 2020 Incentive Plan and represents a right to receive one share of common stock. One-third of the RSUs vested and settled on May 11, 2026. The remaining two-thirds of the RSUs will vest and settle on April 1, 2027, and April 1, 2028. 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.