Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEST PHARMACEUTICAL SERVICES INCWST · Entity 3201 | Sr. VP & Chief HR Officer | September 11, 2026 | September 15, 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.
WEST PHARMACEUTICAL SERVICES INC
Report date September 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,817.8098 |
Ending reported balance
After 2026-09-15 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-09-11 · Exercise / conversion · Acquired 2,500 · Balance 24,317.8098 Row 2 · 2026-09-11 · Sale · Disposed 2,500 · Balance 21,817.8098 Row 3 · 2026-09-14 · Exercise / conversion · Acquired 2,500 · Balance 24,317.8098 Row 4 · 2026-09-14 · Sale · Disposed 2,500 · Balance 21,817.8098 Row 5 · 2026-09-15 · Exercise / conversion · Acquired 2,524 · Balance 24,341.8098 Row 6 · 2026-09-15 · Sale · Disposed 2,524 · Balance 21,817.8098 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.64 · Expires 2028-02-20 | Direct | 5,024 |
Reported balance
After 2026-09-11 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-11 · Exercise / conversion · Disposed 2,500 · Balance 5,024 F1: This award granted on February 20, 2018 vested in four equal annual installments beginning on February 20, 2019. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.64 · Expires 2028-02-20 | Direct | 2,524 |
Reported balance
After 2026-09-14 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-09-14 · Exercise / conversion · Disposed 2,500 · Balance 2,524 F1: This award granted on February 20, 2018 vested in four equal annual installments beginning on February 20, 2019. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.64 · Expires 2028-02-20 | Direct | 0 |
Reported balance
After 2026-09-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-15 · Exercise / conversion · Disposed 2,524 · Balance 0 F1: This award granted on February 20, 2018 vested in four equal annual installments beginning on February 20, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: This award granted on February 20, 2018 vested in four equal annual installments beginning on February 20, 2019.
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 27, 2020 Filed Apr 29, 2020 20:48 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,464 | $0.00 Strike: $55.09 | $0.00 |
DisclosureSEC source: 0001562180-20-003205 · primarydocument.xml · derivative · entry 8 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,464 shares Expires 2025-10-05 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 |
| April 27, 2020 Filed Apr 29, 2020 20:48 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,728 | $0.00 Strike: $55.09 | $0.00 |
DisclosureSEC source: 0001562180-20-003205 · primarydocument.xml · derivative · entry 7 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,728 shares Expires 2025-10-05 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 |
| April 27, 2020 Filed Apr 29, 2020 20:48 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | SaleCommon Stock | 1,900 | $198.38 | $376,929.79 |
DisclosureSEC source: 0001562180-20-003205 · primarydocument.xml · nonDerivative · entry 6 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,208.9617 F3 · price: This transaction was executed in multiple trades at prices ranging from $198.11 USD to $198.56 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 20:48 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | SaleCommon Stock | 4,261 | $197.48 | $841,475.06 |
DisclosureSEC source: 0001562180-20-003205 · primarydocument.xml · nonDerivative · entry 5 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,108.9617 F2 · price: This transaction was executed in multiple trades at prices ranging from $197.08 USD to $198.0067 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 20:48 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | SaleCommon Stock | 5,431 | $196.60 | $1,067,753.61 |
DisclosureSEC source: 0001562180-20-003205 · primarydocument.xml · nonDerivative · entry 4 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,369.9617 F1 · price: This transaction was executed in multiple trades at prices ranging from $196.07 USD to $197.06 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 20:48 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | SaleCommon Stock | 2,600 | $195.49 | $508,262.30 |
DisclosureSEC source: 0001562180-20-003205 · primarydocument.xml · nonDerivative · entry 3 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,800.9617 F1 · price: This transaction was executed in multiple trades at prices ranging from $196.07 USD to $197.06 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 20:48 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Exercise / conversionCommon Stock | 9,464 | $55.09 | $521,371.76 |
DisclosureSEC source: 0001562180-20-003205 · primarydocument.xml · nonDerivative · entry 2 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,400.9617 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 |
| April 27, 2020 Filed Apr 29, 2020 20:48 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Exercise / conversionCommon Stock | 4,728 | $55.09 | $260,465.52 |
DisclosureSEC source: 0001562180-20-003205 · primarydocument.xml · nonDerivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,936.9617 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 |
| February 23, 2020 Filed Feb 25, 2020 19:54 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Tax withholdingCommon Stock | 42 | $170.16 | $7,146.72 |
DisclosureSEC source: 0001562180-20-001643 · primarydocument.xml · nonDerivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,208.9617 F1 · shares: Shares withheld to cover taxes related to Bonus and incentive shares granted on February 23, 2016. Read SEC document |
| February 18, 2020 Filed Feb 21, 2020 01:11 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to Buy) · Derivative | 5,740 | $0.00 Strike: $173.22 | $0.00 |
DisclosureSEC source: 0001562180-20-001430 · primarydocument.xml · derivative · entry 2 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,740 Underlying: Common Stock · 5,740 shares Expires 2030-02-18 F3 · derivative.exercise_date: This award vests in four equal annual installments beginning on February 18, 2021. Read SEC document |
| February 18, 2020 Filed Feb 21, 2020 01:11 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 1,320 | $173.22 | $228,650.40 |
DisclosureSEC source: 0001562180-20-001430 · primarydocument.xml · nonDerivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,250.9617 F1 · shares: 2017 PSUs (PP16) award vesting. F2 · balance_after: Balance on form 4 that was filed on October 9, 2019 was incorrectly reported due to the share withholding amount changing. Read SEC document |
| October 07, 2019 Filed Oct 9, 2019 20:29 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Tax withholdingCommon Stock | 1,355 | $141.59 | $191,854.45 |
DisclosureSEC source: 0001562180-19-005138 · primarydocument.xml · nonDerivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,912.9617 F1 · kind: Shares withheld solely for the purpose of satisfying tax liability due upon vesting of restricted stock award. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 20:01 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 1,332 | $106.14 | $141,378.48 |
DisclosureSEC source: 0001562180-19-001639 · primarydocument.xml · nonDerivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 4,802.8147 F1 · shares: Bonus & Incentive share grant Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:12 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to buy) · Derivative | 8,160 | $102.51 Strike: $102.51 | $836,481.60 |
DisclosureSEC source: 0001562180-19-001222 · primarydocument.xml · derivative · entry 2 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,160 Underlying: Common Stock · 8,160 shares Expires 2029-02-19 F2 · derivative.exercise_date: This award vests in four equal annual installments beginning on February 19, 2020. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:12 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 863 | $102.51 | $88,466.13 |
DisclosureSEC source: 0001562180-19-001222 · primarydocument.xml · nonDerivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,267.9617 F1 · shares: 2016 PSUs (PP15) award vesting. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:41 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to buy) · Derivative | 10,024 | $89.64 Strike: $89.64 | $898,551.36 |
DisclosureSEC source: 0001562180-18-001151 · primarydocument.xml · derivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,024 Underlying: Common Stock · 10,024 shares Expires 2028-02-20 F1 · derivative.exercise_date: This award vests in 4 equal annual installments beginning on 2/20/2019 Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 23:02 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 1,082 | $93.00 | $100,626.00 |
DisclosureSEC source: 0001562180-18-001009 · primarydocument.xml · nonDerivative · entry 2 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 3,470.8147 F2 · shares: Bonus & Incentive share grant Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 23:02 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 1,229 | $93.00 | $114,297.00 |
DisclosureSEC source: 0001562180-18-001009 · primarydocument.xml · nonDerivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,404.9617 F1 · shares: 2015 PSU (PP14) award vesting Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 22:58 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 4.989 | $98.67 | $492.26 |
DisclosureSEC source: 0001562180-18-000150 · primarydocument.xml · nonDerivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,175.9617 Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 20:20 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to buy) · Derivative | 10,452 | $83.47 Strike: $83.47 | $872,428.44 |
DisclosureSEC source: 0001562180-17-000852 · primarydocument.xml · derivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,452 Underlying: Common Stock · 10,452 shares Expires 2027-02-21 F1 · derivative.exercise_date: This award vests in 4 equal annual installments beginning on 2/21/2018. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 20:01 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 2,372 | $86.93 | $206,197.96 |
DisclosureSEC source: 0001562180-17-000737 · primarydocument.xml · nonDerivative · entry 2 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 2,388.8147 F3 · shares: Bonus and incentive shares granted on 02/14/2017. F2 · balance_after: Reflects additional shares purchased through dividend reinvestments based on most recent plan statement. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 20:01 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 520 | $86.93 | $45,203.60 |
DisclosureSEC source: 0001562180-17-000737 · primarydocument.xml · nonDerivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,170.9727 F1 · shares: Shares represent the portion of the Performance Share Unit Award granted in 2014 that have vested for period 13. F2 · balance_after: Reflects additional shares purchased through dividend reinvestments based on most recent plan statement. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 19:21 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 5.4408 | $84.83 | $461.54 |
DisclosureSEC source: 0001562180-17-000066 · primarydocument.xml · nonDerivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 16.8152 Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 19:54 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 5.4536 | $84.63 | $461.54 |
DisclosureSEC source: 0001562180-16-003840 · primarydocument.xml · nonDerivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 11.3744 Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 15:06 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 5.7284 | $80.57 | $461.54 |
DisclosureSEC source: 0001562180-16-003667 · primarydocument.xml · nonDerivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 5.9208 Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 15:05 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 0.1924 | $80.14 | $15.42 |
DisclosureSEC source: 0001225208-16-042014 · doc4.xml · nonDerivative · entry 1 Favorite Annette F · CIK 0001654975 · Sr. VP Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Deferred Compensation Plan Disclosed balance after: 0.1924 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.