Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Certara, Inc.CERT · Entity 787 | President, Drug Dev. Solutions | April 01, 2026 | April 03, 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 April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,207 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Exercise / conversion · Acquired 10,849 · Balance 10,849 F1: Each restricted stock unit ("RSU") was granted on May 20, 2025, under the Certara, Inc. ("Certara") 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2026. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2027 and April 1, 2028. Row 2 · 2026-04-01 · Tax withholding · Disposed 2,642 · Balance 8,207 F2: Represents shares of Certara withheld to satisfy tax withholding obligations in connection with the vesting of RSUs, exempt under Rule 16b-3. F1: Each restricted stock unit ("RSU") was granted on May 20, 2025, under the Certara, Inc. ("Certara") 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2026. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2027 and April 1, 2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-04-01 | Direct | 21,698 |
Reported balance
After 2026-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-01 · Exercise / conversion · Disposed 10,849 · Balance 21,698 F1: Each restricted stock unit ("RSU") was granted on May 20, 2025, under the Certara, Inc. ("Certara") 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2026. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2027 and April 1, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") was granted on May 20, 2025, under the Certara, Inc. ("Certara") 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2026. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2027 and April 1, 2028.
F2: Represents shares of Certara withheld to satisfy tax withholding obligations in connection with the vesting of RSUs, exempt under Rule 16b-3.
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, 2026 Filed Apr 3, 2026 20:10 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 10,849 | $0.00 | $0.00 |
DisclosureSEC source: 0002058990-26-000003 · form4-04032026_080420.xml · derivative · entry 3 McKemey Adrian · CIK 0002058990 · President, Drug Dev. Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,698 Underlying: Common Stock · 10,849 shares Expires 2028-04-01 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") was granted on May 20, 2025, under the Certara, Inc. ("Certara") 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2026. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2027 and April 1, 2028. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on May 20, 2025, under the Certara, Inc. ("Certara") 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2026. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2027 and April 1, 2028. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:10 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 2,642 | $5.70 | $15,059.40 |
DisclosureSEC source: 0002058990-26-000003 · form4-04032026_080420.xml · nonDerivative · entry 2 McKemey Adrian · CIK 0002058990 · President, Drug Dev. Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,207 F2 · shares: Represents shares of Certara withheld to satisfy tax withholding obligations in connection with the vesting of RSUs, exempt under Rule 16b-3. F1 · price: Each restricted stock unit ("RSU") was granted on May 20, 2025, under the Certara, Inc. ("Certara") 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2026. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2027 and April 1, 2028. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:10 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionCommon Stock | 10,849 | $0.00 | $0.00 |
DisclosureSEC source: 0002058990-26-000003 · form4-04032026_080420.xml · nonDerivative · entry 1 McKemey Adrian · CIK 0002058990 · President, Drug Dev. Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,849 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. F1 · price: Each restricted stock unit ("RSU") was granted on May 20, 2025, under the Certara, Inc. ("Certara") 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent. One-third of the RSUs vested and were settled on April 1, 2026. The remaining two-thirds of the RSUs will vest and settle in equal parts on April 1, 2027 and April 1, 2028. Read SEC document |
| May 20, 2025 Filed May 22, 2025 20:37 UTC | Certara, Inc. CERT · Entity 787 | GrantRestricted Stock Units · Derivative | 32,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014164 · form4-05222025_080550.xml · derivative · entry 2 McKemey Adrian · CIK 0002058990 · President, Drug Dev. Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,547 Underlying: Common Stock · 32,547 shares Expires 2028-04-01 F2 · derivative.exercise_price: Each restricted stock unit ("RSU") was granted on May 20, 2025, 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, 2026, April 1, 2027, and April 1, 2028. F2 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on May 20, 2025, 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, 2026, April 1, 2027, and April 1, 2028. Read SEC document |
| May 20, 2025 Filed May 22, 2025 20:37 UTC | Certara, Inc. CERT · Entity 787 | GrantPerformance Stock Units · Derivative | 48,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014164 · form4-05222025_080550.xml · derivative · entry 1 McKemey Adrian · CIK 0002058990 · President, Drug Dev. Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,820 Underlying: Common Stock · 48,820 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. 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.