Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Certara, Inc.CERT · Entity 787 | PRESIDENT, PREDICTIVE TECH | 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 |
|---|---|---|---|
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-11 · Disposition to issuer · Disposed 68,348 · Balance 0 F1: Reflects the amendment to Certara, Inc. ("Company") performance stock units ("PSUs") originally granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each amended 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 based on the Company's performance against certain amended total shareholder return thresholds through the period ending on March 31, 2028. The amendment to the PSUs may be deemed to be a cancellation of the "old" PSUs and an acquisition of the "new" PSUs. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 68,348 |
Reported balance
After 2026-05-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-11 · Grant · Acquired 68,348 · Balance 68,348 F1: Reflects the amendment to Certara, Inc. ("Company") performance stock units ("PSUs") originally granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each amended 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 based on the Company's performance against certain amended total shareholder return thresholds through the period ending on March 31, 2028. The amendment to the PSUs may be deemed to be a cancellation of the "old" PSUs and an acquisition of the "new" PSUs. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 129,629 |
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 129,629 · Balance 129,629 F3: Each Company PSU was granted on May 11, 2026, pursuant to the terms of the 2026 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, 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 based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-04-01 | Direct | 86,419 |
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 86,419 · Balance 86,419 F2: Each restricted stock unit ("RSU") was granted on May 11, 2026, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. 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 2029-04-01 | Direct | 246,913 |
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 246,913 · Balance 246,913 F2: Each restricted stock unit ("RSU") was granted on May 11, 2026, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. The RSUs will vest and settle in three equal installments on April 1, 2027, April 1, 2028, and April 1, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the amendment to Certara, Inc. ("Company") performance stock units ("PSUs") originally granted on May 20, 2025, pursuant to the terms of the 2025 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, under the Certara 2020 Incentive Plan (the "2020 Incentive Plan"). Each amended 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 based on the Company's performance against certain amended total shareholder return thresholds through the period ending on March 31, 2028. The amendment to the PSUs may be deemed to be a cancellation of the "old" PSUs and an acquisition of the "new" PSUs.
F2: Each restricted stock unit ("RSU") was granted on May 11, 2026, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. The RSUs will vest and settle in three equal installments on April 1, 2027, April 1, 2028, and April 1, 2029.
F3: Each Company PSU was granted on May 11, 2026, pursuant to the terms of the 2026 Long-Term Incentive Plan for Company executives approved by the Compensation Committee of the Company's Board of Directors, 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 based on the Company's performance against certain total shareholder return thresholds through the period ending on March 31, 2029.
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 |
|---|---|---|---|---|---|---|
| April 01, 2022 Filed Apr 5, 2022 20:52 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 2,870 | $21.48 | $61,647.60 |
DisclosureSEC source: 0001415889-22-003839 · form4-04052022_010448.xml · nonDerivative · entry 1 Aspbury Robert · CIK 0001834221 · PRESIDENT, SIMCYP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,099 F1 · shares: Represents restricted stock units ("RSU") withheld to satisfy tax withholding obligations in connection with the vesting and settlement of 6,105 RSUs, previously granted to the reporting person on April 1, 2021. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on April 1, 2023 and April 1, 2024. F2 · balance_after: The total reported in Column 5 includes 258,394 shares of common stock and 17,705 RSUs, each of which was previously reported in Table 1 of Form 4. Does not include 25,939 newly-awarded RSUs, which are reported in Table II. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 21:47 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 4,592 | $40.06 | $183,955.52 |
DisclosureSEC source: 0001415889-21-005198 · form4-11152021_011132.xml · nonDerivative · entry 2 Aspbury Robert · CIK 0001834221 · PRESIDENT, SIMCYP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,969 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: This transaction was executed in multiple trades at prices ranging from $39.92 to $40.45. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 21:47 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 16,962 | $39.43 | $668,811.66 |
DisclosureSEC source: 0001415889-21-005198 · form4-11152021_011132.xml · nonDerivative · entry 1 Aspbury Robert · CIK 0001834221 · PRESIDENT, SIMCYP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,561 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $38.91 to $39.91. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 21:52 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 2,767 | $34.24 | $94,742.08 |
DisclosureSEC source: 0001415889-21-004719 · form4-10042021_021018.xml · nonDerivative · entry 2 Aspbury Robert · CIK 0001834221 · PRESIDENT, SIMCYP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,523 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: This transaction was executed in multiple trades at prices ranging from $33.83 to $34.55. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 21:52 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 16,587 | $33.39 | $553,839.93 |
DisclosureSEC source: 0001415889-21-004719 · form4-10042021_021018.xml · nonDerivative · entry 1 Aspbury Robert · CIK 0001834221 · PRESIDENT, SIMCYP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,290 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $32.82 to $33.82. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:34 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 800 | $34.24 | $27,392.00 |
DisclosureSEC source: 0001415889-21-004189 · form4-09022021_010942.xml · nonDerivative · entry 2 Aspbury Robert · CIK 0001834221 · PRESIDENT, SIMCYP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,877 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · price: This transaction was executed in multiple trades at prices ranging from $34.17 to $34.28. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:34 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 18,554 | $33.76 | $626,383.04 |
DisclosureSEC source: 0001415889-21-004189 · form4-09022021_010942.xml · nonDerivative · entry 1 Aspbury Robert · CIK 0001834221 · PRESIDENT, SIMCYP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,677 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $33.15 to $34.14. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 11, 2021 Filed Aug 13, 2021 21:06 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 19,354 | $27.54 | $533,009.16 |
DisclosureSEC source: 0001415889-21-003915 · form4-08132021_020840.xml · nonDerivative · entry 1 Aspbury Robert · CIK 0001834221 · PRESIDENT, SIMCYP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,231 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $27.34 to $28.00. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 01, 2021 Filed Jul 1, 2021 21:46 UTC | Certara, Inc. CERT · Entity 787 | GrantCommon Stock | 5,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-003353 · form4-07012021_020727.xml · nonDerivative · entry 1 Aspbury Robert · CIK 0001834221 · PRESIDENT, SIMCYP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,939 F1 · shares: Represents 5,495 restricted stock units ("RSUs") granted to the reporting person that will entitle the reporting person to receive one share of the Issuer's Common Stock per RSU. The RSUs will vest, and the underlying shares will be concurrently issued in a series of three equal installments upon the reporting person's completion of each 12 month period of service over the period measured from July 1, 2021 to July 1, 2024, subject to the continued service of the reporting person through such vesting dates Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:36 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 19,354 | $28.03 | $542,492.62 |
DisclosureSEC source: 0001415889-21-003481 · form4-07062021_010751.xml · nonDerivative · entry 1 Aspbury Robert · CIK 0001834221 · PRESIDENT, SIMCYP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,585 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $27.73 to $28.49. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 14, 2021 Filed Jun 15, 2021 16:26 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 3,007 | $28.11 | $84,526.77 |
DisclosureSEC source: 0001415889-21-003015 · form4-06152021_090629.xml · nonDerivative · entry 2 Aspbury Robert · CIK 0001834221 · PRESIDENT, SIMCYP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,444 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: This transaction was executed in multiple trades at prices ranging from $28.00 to $28.27. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 14, 2021 Filed Jun 15, 2021 16:26 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 16,347 | $27.49 | $449,379.03 |
DisclosureSEC source: 0001415889-21-003015 · form4-06152021_090629.xml · nonDerivative · entry 1 Aspbury Robert · CIK 0001834221 · PRESIDENT, SIMCYP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,451 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $27.00 to $27.99. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 01, 2021 Filed Apr 9, 2021 20:21 UTC | Certara, Inc. CERT · Entity 787 | GrantCommon Stock | 18,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-048723 · tm2112600-1_4seq1.xml · nonDerivative · entry 1 Aspbury Robert · CIK 0001834221 · President, Simcyp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,798 F1 · shares: Represents 18,315 restricted stock units ("RSUs") granted to the reporting person that will entitle the reporting person to receive one share of the Issuer's Common Stock per RSU. The RSUs will vest, and the underlying shares will be concurrently issued in a series of three equal installments upon the reporting person's completion of each 12 month period of service over the period measured from April 1, 2021 to April 1, 2024, subject to the continued service of the reporting person through such vesting dates. 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.