Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Certara, Inc.CERT · Entity 787 | Director · CHIEF EXECUTIVE OFFICER | November 11, 2025 | November 12, 2025 |
| WEST PHARMACEUTICAL SERVICES INCWST · Entity 3201 | Director | May 04, 2026 | May 06, 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 November 11, 2025 · Filed November 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,360,769.384 |
Reported balance
After 2025-11-11 transaction · row 1
1 source rowRow 1 · 2025-11-11 · Purchase · Acquired 24,096.384 · Balance 2,360,769.384 |
WEST PHARMACEUTICAL SERVICES INC
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,519.345 |
Reported balance
After 2026-05-04 transaction · row 1
1 source rowRow 1 · 2026-05-04 · Grant · Acquired 791 · Balance 32,519.345 F1: These shares of restricted stock units will vest in full on the date of the next annual shareholder meeting and will be distributable under the terms of the Deferred Compensation Plan for Outside Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of restricted stock units will vest in full on the date of the next annual shareholder meeting and will be distributable under the terms of the Deferred Compensation Plan for Outside Directors.
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 |
|---|---|---|---|---|---|---|
| December 03, 2021 Filed Dec 6, 2021 21:45 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 66,500 | $25.99 | $1,728,335.00 |
DisclosureSEC source: 0001415889-21-005731 · form4-12062021_011244.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,656,551 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 $25.37 to $26.35. 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 24, 2021 Filed Nov 26, 2021 21:48 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 17,479 | $28.66 | $500,948.14 |
DisclosureSEC source: 0001415889-21-005532 · form4-11262021_011125.xml · nonDerivative · entry 2 Feehery William F · CIK 0001543193 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,723,051 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 $28.63 to $28.79. 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 24, 2021 Filed Nov 26, 2021 21:48 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 127,521 | $28.40 | $3,621,596.40 |
DisclosureSEC source: 0001415889-21-005532 · form4-11262021_011125.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,740,530 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 $27.62 to $28.62. 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 19, 2021 Filed Nov 22, 2021 22:03 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 70,000 | $30.31 | $2,121,700.00 |
DisclosureSEC source: 0001415889-21-005392 · form4-11222021_021129.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,868,051 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 $29.76 to $30.62. 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 27, 2021 Filed Oct 28, 2021 20:43 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 200 | $39.76 | $7,952.00 |
DisclosureSEC source: 0001415889-21-005002 · form4-10282021_011027.xml · nonDerivative · entry 2 Feehery William F · CIK 0001543193 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,938,051 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 $39.75 to $39.76. 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 27, 2021 Filed Oct 28, 2021 20:43 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 74,800 | $39.24 | $2,935,152.00 |
DisclosureSEC source: 0001415889-21-005002 · form4-10282021_011027.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,938,251 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 $38.72 to $39.72. 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 22, 2021 Filed Sep 23, 2021 20:29 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 16,854 | $36.83 | $620,732.82 |
DisclosureSEC source: 0001415889-21-004538 · form4-09232021_010947.xml · nonDerivative · entry 2 Feehery William F · CIK 0001543193 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,013,051 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 $36.74 to $36.97. 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 22, 2021 Filed Sep 23, 2021 20:29 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 58,146 | $36.24 | $2,107,211.04 |
DisclosureSEC source: 0001415889-21-004538 · form4-09232021_010947.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,029,905 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 $35.74 to $36.74. 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 25, 2021 Filed Aug 26, 2021 20:31 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 50,692 | $31.37 | $1,590,208.04 |
DisclosureSEC source: 0001415889-21-004103 · form4-08262021_010854.xml · nonDerivative · entry 2 Feehery William F · CIK 0001543193 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,088,051 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 $31.19 to $31.60. 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 25, 2021 Filed Aug 26, 2021 20:31 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 24,308 | $31.08 | $755,492.64 |
DisclosureSEC source: 0001415889-21-004103 · form4-08262021_010854.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,138,743 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 $30.19 to $31.18. 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 28, 2021 Filed Jul 30, 2021 20:30 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 75,000 | $26.16 | $1,962,000.00 |
DisclosureSEC source: 0001415889-21-003746 · form4-07302021_010720.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,163,051 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 $25.70 to $26.64 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 23, 2021 Filed Jun 24, 2021 20:43 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 200 | $27.17 | $5,434.00 |
DisclosureSEC source: 0001415889-21-003169 · form4-06242021_010641.xml · nonDerivative · entry 2 Feehery William F · CIK 0001543193 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,238,051 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 $27.14 to $27.17. 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 23, 2021 Filed Jun 24, 2021 20:43 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 74,800 | $26.53 | $1,984,444.00 |
DisclosureSEC source: 0001415889-21-003169 · form4-06242021_010641.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,238,251 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 $26.10 to $27.03. 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 |
| May 04, 2021 Filed May 6, 2021 23:30 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 577 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-003312 · primarydocument.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,480.13 F1 · price: These shares of restricted stock units will vest in full on the first anniversary of the date of grant and will be distributable under the terms of the Deferred Compensation Plan for Outside Directors. F2 · balance_after: Reflects additional shares purchased through dividend reinvestments based on most recent plan statement. Read SEC document |
| April 01, 2021 Filed Apr 9, 2021 20:24 UTC | Certara, Inc. CERT · Entity 787 | GrantCommon Stock | 91,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-048735 · tm2112600-5_4seq1.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,313,051 F1 · shares: Represents 91,575 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 |
| May 05, 2020 Filed May 7, 2020 22:03 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 975 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-003461 · primarydocument.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,839.6356 F1 · price: These shares of restricted stock units will vest in full on the first anniversary of the date of grant and will be distributable under the terms of the Deferred Compensation Plan for Outside Directors. F2 · balance_after: Reflects additional shares purchased through dividend reinvestments based on most recent plan statement. Read SEC document |
| May 07, 2019 Filed May 9, 2019 19:11 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 1,565 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-002735 · primarydocument.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,236.3646 F1 · price: These shares of restricted stock units will vest in full on the first anniversary of the date of grant and will be distributable under the terms of the Deferred Compensation Plan for Outside Directors. F2 · balance_after: Reflects additional shares purchased through dividend reinvestments based on most recent plan statement. Read SEC document |
| May 01, 2018 Filed May 3, 2018 21:48 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 1,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002200 · primarydocument.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,671.3646 F1 · price: These shares of restricted stock units will vest in full after 12 months and will be distributable under the terms of the Deferred Compensation Plan for Outside Directors. F2 · balance_after: Reflects additional shares purchased through dividend reinvestments based on most recent plan statement. Read SEC document |
| December 29, 2017 Filed Aug 1, 2018 20:35 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantPhantom Stock Unit · Derivative | 232.8294 | $99.16 | $23,087.36 |
DisclosureSEC source: 0001562180-18-003448 · primarydocument.xml · derivative · entry 2 Feehery William F · CIK 0001543193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,519.2468 Underlying: Common Stock · 232.8294 shares Expires not disclosed F2 · derivative.exercise_price: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F2 · derivative.exercise_date: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F2 · derivative.expiration_date: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 19:52 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantPhantom Stock Unit · Derivative | 233.5721 | $96.33 | $22,500.00 |
DisclosureSEC source: 0001562180-17-003159 · primarydocument.xml · derivative · entry 2 Feehery William F · CIK 0001543193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,286.4174 Underlying: Common Stock · 233.5721 shares Expires not disclosed F2 · derivative.exercise_price: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F2 · derivative.exercise_date: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F2 · derivative.expiration_date: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F1 · balance_after: Reflects additional shares purchased through dividend reinvestments based on most recent plan statement. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 16:39 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantPhantom Stock Unit · Derivative | 238.3727 | $94.39 | $22,500.00 |
DisclosureSEC source: 0001562180-17-002375 · primarydocument.xml · derivative · entry 2 Feehery William F · CIK 0001543193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,046.806 Underlying: Common Stock · 238.3727 shares Expires not disclosed F2 · derivative.exercise_price: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F2 · derivative.exercise_date: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F2 · derivative.expiration_date: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F1 · balance_after: Reflects additional shares purchased through dividend reinvestments based on most recent plan statement. Read SEC document |
| May 02, 2017 Filed May 3, 2017 18:48 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 1,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001680 · primarydocument.xml · nonDerivative · entry 1 Feehery William F · CIK 0001543193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,795.6399 F1 · price: These shares of restricted stock units will vest in full after 12 months and will be distributable under the terms of the Deferred Compensation Plan for Outside Directors. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:16 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantPhantom Stock Unit · Derivative | 275.4315 | $81.69 | $22,500.00 |
DisclosureSEC source: 0001562180-17-001422 · primarydocument.xml · derivative · entry 2 Feehery William F · CIK 0001543193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,803.1753 Underlying: Common Stock · 275.4315 shares Expires not disclosed F2 · derivative.exercise_price: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F2 · derivative.exercise_date: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F2 · derivative.expiration_date: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F1 · balance_after: Reflects additional shares purchased through dividend reinvestments based on most recent plan statement. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 19:56 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantPhantom Stock Unit · Derivative | 264.0845 | $85.20 | $22,500.00 |
DisclosureSEC source: 0001562180-17-000144 · primarydocument.xml · derivative · entry 2 Feehery William F · CIK 0001543193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,522.3319 Underlying: Common Stock · 264.0845 shares Expires not disclosed F2 · derivative.exercise_price: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F2 · derivative.exercise_date: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F2 · derivative.expiration_date: Awards of Phantom stock units are to be settled by delivery of shares of stock upon the reporting person's termination as a director. F1 · balance_after: Reflects additional shares purchased through dividend reinvestments based on most recent plan statement. 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.