Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACADIA PHARMACEUTICALS INCACAD · Entity 3913 | EVP AND CFO | October 15, 2018 | October 24, 2018 |
| Acadia Healthcare Company, Inc.ACHC · Entity 4312 | Chief Financial Officer | April 10, 2026 | April 13, 2026 |
| Elanco Animal Health IncELAN · Entity 3457 | SEE REMARKS | March 03, 2025 | March 05, 2025 |
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.
ACADIA PHARMACEUTICALS INC
Report date October 15, 2018 · Filed October 24, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.28 · Expires 2028-10-15 | Direct | 18,750 |
Reported balance
After 2018-10-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-10-15 · Grant · Acquired 18,750 · Balance 18,750 F1: 25% of the shares subject to the Stock Option vest and become exercisable on October 15, 2019. The remaining shares vest and become excercisable thereafter in 36 equal monthly installments. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,688 |
Reported balance
After 2018-10-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-10-15 · Grant · Acquired 4,688 · Balance 4,688 F2: Each restricted stock unit represents a contingent right to receive one share of ACADIA common stock. F3: The restricted stock units vest in four equal annual installments beginning October 15, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% of the shares subject to the Stock Option vest and become exercisable on October 15, 2019. The remaining shares vest and become excercisable thereafter in 36 equal monthly installments.
F2: Each restricted stock unit represents a contingent right to receive one share of ACADIA common stock.
F3: The restricted stock units vest in four equal annual installments beginning October 15, 2019.
Acadia Healthcare Company, Inc.
Report date April 10, 2026 · Filed April 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,244 |
Reported balance
After 2026-04-10 transaction · row 1
1 source rowRow 1 · 2026-04-10 · Grant · Acquired 58,799 · Balance 107,244 F1: Shares will vest over a 3-year period in equal yearly installments beginning April 10, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares will vest over a 3-year period in equal yearly installments beginning April 10, 2027.
Elanco Animal Health Inc
Report date March 03, 2025 · Filed March 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 200,969 |
Reported balance
After 2025-03-03 transaction · row 1
1 source rowRow 1 · 2025-03-03 · Grant · Acquired 64,103 · Balance 200,969 F1: Grant of restricted stock units vesting as follows: one-third vesting on March 3, 2026, one-third vesting on March 3, 2027, and the remaining vesting on March 3, 2028. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.31 · Expires 2035-03-03 | Direct | 134,509 |
Reported balance
After 2025-03-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-03-03 · Grant · Acquired 134,509 · Balance 134,509 F2: Grant of stock options vesting as follows: one-third vesting on March 3, 2026, one-third vesting on March 3, 2027, and the remaining vesting on March 3, 2028. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 6,562 |
Reported balance
Holding disclosure · report date 2025-03-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,562 |
| Common StockSEC Table I · non-derivative | IndirectBy J. G. Young IRA | 2,000 |
Reported balance
Holding disclosure · report date 2025-03-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,000 |
| Common StockSEC Table I · non-derivative | IndirectAs UTMA custodian for daughter | 5,500 |
Reported balance
Holding disclosure · report date 2025-03-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,500 |
| Common StockSEC Table I · non-derivative | IndirectAs UTMA custodian for son | 5,500 |
Reported balance
Holding disclosure · report date 2025-03-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,500 |
| Common StockSEC Table I · non-derivative | IndirectBy Living Trust | 149,308 |
Reported balance
Holding disclosure · report date 2025-03-03 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 149,308 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units vesting as follows: one-third vesting on March 3, 2026, one-third vesting on March 3, 2027, and the remaining vesting on March 3, 2028.
F2: Grant of stock options vesting as follows: one-third vesting on March 3, 2026, one-third vesting on March 3, 2027, and the remaining vesting on March 3, 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 |
|---|---|---|---|---|---|---|
| August 03, 2020 Filed Aug 4, 2020 20:15 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | PurchaseTangible Equity Units · Derivative | 1,000 | $40.55 | $40,550.00 |
DisclosureSEC source: 0000950138-20-000310 · edgar.xml · derivative · entry 4 YOUNG TODD S. · CIK 0001682584 · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · by IRA Disclosed balance after: 1,000 Underlying: Common Stock · 1,562 shares Expires not disclosed F1 · derivative.exercise_price: Each 5.00% Tangible Equity Unit (TEU) includes a prepaid stock purchase contract that will automatically settle on February 1, 2023 (unless settled early at the holder's discretion) for between 1.3021 and 1.5625 shares of Elanco's common stock (subject to adjustment in certain circumstances), based upon the applicable market value of Elanco's common stock prior to settlement. The Reporting Person may elect to settle the purchase contracts prior to February 1, 2023 at the minimum settlement rate of 1.3021 shares of Elanco's common stock. Additionally the purchase contracts may be settled early by the Reporting Person or Elanco under certain circumstances described in the purchase contract. F1 · derivative.exercise_date: Each 5.00% Tangible Equity Unit (TEU) includes a prepaid stock purchase contract that will automatically settle on February 1, 2023 (unless settled early at the holder's discretion) for between 1.3021 and 1.5625 shares of Elanco's common stock (subject to adjustment in certain circumstances), based upon the applicable market value of Elanco's common stock prior to settlement. The Reporting Person may elect to settle the purchase contracts prior to February 1, 2023 at the minimum settlement rate of 1.3021 shares of Elanco's common stock. Additionally the purchase contracts may be settled early by the Reporting Person or Elanco under certain circumstances described in the purchase contract. F1 · derivative.expiration_date: Each 5.00% Tangible Equity Unit (TEU) includes a prepaid stock purchase contract that will automatically settle on February 1, 2023 (unless settled early at the holder's discretion) for between 1.3021 and 1.5625 shares of Elanco's common stock (subject to adjustment in certain circumstances), based upon the applicable market value of Elanco's common stock prior to settlement. The Reporting Person may elect to settle the purchase contracts prior to February 1, 2023 at the minimum settlement rate of 1.3021 shares of Elanco's common stock. Additionally the purchase contracts may be settled early by the Reporting Person or Elanco under certain circumstances described in the purchase contract. F2 · derivative.underlying_shares: Represents the maximum number of shares of Elanco's common stock initially issuable upon settlement of the purchase contract included in the TEUs based on the maximum settlement rate. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 20:15 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | PurchaseCommon Stock | 5,000 | $23.94 | $119,700.00 |
DisclosureSEC source: 0000950138-20-000310 · edgar.xml · nonDerivative · entry 3 YOUNG TODD S. · CIK 0001682584 · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · by IRA Disclosed balance after: 5,000 Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 20:15 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | PurchaseCommon Stock | 2,000 | $23.85 | $47,700.00 |
DisclosureSEC source: 0000950138-20-000310 · edgar.xml · nonDerivative · entry 2 YOUNG TODD S. · CIK 0001682584 · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · by J. G. Young IRA Disclosed balance after: 2,000 Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 22:58 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 14,840 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-20-000134 · edgar.xml · nonDerivative · entry 2 YOUNG TODD S. · CIK 0001682584 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,513 F2 · price: Grant of restricted stock units pursuant to the 2018 Elanco Stock Plan on March 2, 2020, one-third vesting on March 2, 2021, one-third vesting on March 2, 2022, and the remaining vesting on March 2, 2023. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:58 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | Tax withholdingCommon Stock | 926 | $27.40 | $25,372.40 |
DisclosureSEC source: 0000950138-20-000134 · edgar.xml · nonDerivative · entry 1 YOUNG TODD S. · CIK 0001682584 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,673 F1 · shares: Represents shares tendered to the Company to cover the Reporting Person's tax liability upon vesting of restricted stock units previously awarded under the 2018 Elanco Stock Plan. Read SEC document |
| December 03, 2019 Filed Dec 4, 2019 12:24 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | Tax withholdingCommon Stock | 1,284 | $27.30 | $35,053.20 |
DisclosureSEC source: 0000950138-19-000583 · edgar.xml · nonDerivative · entry 1 YOUNG TODD S. · CIK 0001682584 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,599 F1 · shares: Represents shares tendered to the Company to cover the Reporting Person's tax liability upon vesting of restricted stock units previously awarded under the 2018 Elanco Stock Plan. Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 11:18 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | PurchaseCommon Stock | 10,000 | $26.57 | $265,700.00 |
DisclosureSEC source: 0001104659-19-048831 · a4.xml · nonDerivative · entry 1 YOUNG TODD S. · CIK 0001682584 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,883 F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $26.35 to $26.70, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:17 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 83 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-19-000125 · edgar.xml · nonDerivative · entry 2 YOUNG TODD S. · CIK 0001682584 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,883 F2 · shares: Grant of restricted stock units pursuant to the 2018 Elanco Stock Plan on March 1, 2019, vesting on March 1, 2022. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:17 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 9,817 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-19-000125 · edgar.xml · nonDerivative · entry 1 YOUNG TODD S. · CIK 0001682584 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,800 F1 · shares: Grant of restricted stock units pursuant to the 2018 Elanco Stock Plan on March 1, 2019, one-third vesting on March 1, 2020, one-third vesting on March 1, 2021, and the remaining vesting on March 1, 2022. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 21:10 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 8,983 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-18-000651 · edgar.xml · nonDerivative · entry 1 YOUNG TODD S. · CIK 0001682584 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,983 F1 · shares: Grant of restricted stock units pursuant to the 2018 Elanco Stock Plan on December 3, 2018, 50% vesting on December 3, 2019 and remaining 50% on December 3, 2020. Read SEC document |
| October 15, 2018 Filed Oct 24, 2018 20:27 UTC | ACADIA PHARMACEUTICALS INC ACAD · Entity 3913 | GrantRestricted Stock Units · Derivative | 4,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-027363 · doc4.xml · derivative · entry 2 YOUNG TODD S. · CIK 0001682584 · EVP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,688 Underlying: Common Stock · 4,688 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ACADIA common stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning October 15, 2019. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning October 15, 2019. Read SEC document |
| October 15, 2018 Filed Oct 24, 2018 20:27 UTC | ACADIA PHARMACEUTICALS INC ACAD · Entity 3913 | GrantStock Option (right to buy) · Derivative | 18,750 | $0.00 Strike: $21.28 | $0.00 |
DisclosureSEC source: 0000899243-18-027363 · doc4.xml · derivative · entry 1 YOUNG TODD S. · CIK 0001682584 · EVP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,750 Underlying: Common Stock · 18,750 shares Expires 2028-10-15 F1 · derivative.exercise_date: 25% of the shares subject to the Stock Option vest and become exercisable on October 15, 2019. The remaining shares vest and become excercisable thereafter in 36 equal monthly installments. Read SEC document |
| April 18, 2018 Filed Apr 20, 2018 22:36 UTC | ACADIA PHARMACEUTICALS INC ACAD · Entity 3913 | GrantStock Option (right to buy) · Derivative | 28,125 | $0.00 Strike: $19.98 | $0.00 |
DisclosureSEC source: 0001415889-18-000658 · form4-04202018_030417.xml · derivative · entry 1 YOUNG TODD S. · CIK 0001682584 · EVP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,125 Underlying: Common Stock · 28,125 shares Expires 2028-04-17 F1 · derivative.exercise_date: 25% of the shares subject to the Stock Option vest and become exercisable on April 18, 2019. The remaining shares vest and become exercisable thereafter in 36 equal monthly installments. Read SEC document |
| September 07, 2017 Filed Sep 8, 2017 22:16 UTC | ACADIA PHARMACEUTICALS INC ACAD · Entity 3913 | GrantStock Option (right to buy) · Derivative | 56,250 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001415889-17-001473 · form4-09082017_030900.xml · derivative · entry 1 YOUNG TODD S. · CIK 0001682584 · EVP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,250 Underlying: Common Stock · 56,250 shares Expires 2027-09-06 F1 · derivative.exercise_date: 25% of the shares subject to the Stock Option vest and become exercisable on September 7, 2018. The remaining shares vest and become exercisable thereafter in 36 equal monthly installments. Read SEC document |
| March 08, 2017 Filed Mar 11, 2017 01:39 UTC | ACADIA PHARMACEUTICALS INC ACAD · Entity 3913 | GrantStock Option (right to buy) · Derivative | 37,500 | $0.00 Strike: $36.54 | $0.00 |
DisclosureSEC source: 0001415889-17-000409 · form4-03102017_050314.xml · derivative · entry 1 YOUNG TODD S. · CIK 0001682584 · EVP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 37,500 shares Expires 2027-03-07 F1 · derivative.exercise_date: 25% of the shares subject to the Stock Option vest and become exercisable on March 8, 2018. The remaining shares vest and become exercisable thereafter in 36 equal monthly installments. 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.