Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Certara, Inc.CERT · Entity 787 | PRESIDENT, CHIEF COMMERCAL OFF | 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: Each Certara, Inc. ("Company") performance stock unit ("PSU") was 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 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, 2028. |
| 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: Each Certara, Inc. ("Company") performance stock unit ("PSU") was 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 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, 2028. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 111,111 |
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 111,111 · Balance 111,111 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 | 74,074 |
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 74,074 · Balance 74,074 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: Each Certara, Inc. ("Company") performance stock unit ("PSU") was 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 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, 2028.
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 |
|---|---|---|---|---|---|---|
| September 09, 2021 Filed Sep 10, 2021 20:35 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 24,085 | $35.25 | $848,996.25 |
DisclosureSEC source: 0001415889-21-004340 · form4-09102021_010904.xml · nonDerivative · entry 4 Pedersen Leif E · CIK 0001559712 · PRESIDENT, SOFTWARE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,205 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. F5 · price: This transaction was executed in multiple trades at prices ranging from $34.91 to $35.87. 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 09, 2021 Filed Sep 10, 2021 20:35 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 15,447 | $34.50 | $532,921.50 |
DisclosureSEC source: 0001415889-21-004340 · form4-09102021_010904.xml · nonDerivative · entry 3 Pedersen Leif E · CIK 0001559712 · PRESIDENT, SOFTWARE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,290 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. F4 · price: This transaction was executed in multiple trades at prices ranging from $33.91 to $34.90. 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 09, 2021 Filed Sep 10, 2021 20:35 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 4,950 | $33.38 | $165,231.00 |
DisclosureSEC source: 0001415889-21-004340 · form4-09102021_010904.xml · nonDerivative · entry 2 Pedersen Leif E · CIK 0001559712 · PRESIDENT, SOFTWARE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,737 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 $32.89 to $33.87. 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 09, 2021 Filed Sep 10, 2021 20:35 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 6,241 | $32.40 | $202,208.40 |
DisclosureSEC source: 0001415889-21-004340 · form4-09102021_010904.xml · nonDerivative · entry 1 Pedersen Leif E · CIK 0001559712 · PRESIDENT, SOFTWARE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,687 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 $31.88 to $32.85. 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 20:27 UTC | Certara, Inc. CERT · Entity 787 | GrantCommon Stock | 23,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-048740 · tm2112600-9_4seq1.xml · nonDerivative · entry 1 Pedersen Leif E · CIK 0001559712 · President, Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,928 F1 · shares: Represents 23,810 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.