Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ingram Micro Holding CorpINGM · Entity 3754 | Director | October 23, 2024 | October 23, 2024 |
| McGraw Hill, Inc.MH · Entity 4351 | Director | July 23, 2025 | July 23, 2025 |
| Vertiv Holdings CoVRT · Entity 440 | Director | March 06, 2026 | March 10, 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.
Ingram Micro Holding Corp
Report date October 23, 2024 · Filed October 23, 2024
This filing explicitly reported no securities owned.
McGraw Hill, Inc.
Report date July 23, 2025 · Filed July 23, 2025
This filing explicitly reported no securities owned.
Vertiv Holdings Co
Report date March 06, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $241.78 · Expires 2036-03-06 | Direct | 5,578 |
Reported balance
After 2026-03-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-06 · Grant · Acquired 5,578 · Balance 5,578 F1: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2026.
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 |
|---|---|---|---|---|---|---|
| March 06, 2026 Filed Mar 10, 2026 20:30 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 5,578 | $0.00 Strike: $241.78 | $0.00 |
DisclosureSEC source: 0001628280-26-016486 · wk-form4_1773174651.xml · derivative · entry 1 Louie Matthew · CIK 0001802286 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,578 Underlying: Class A Common Stock · 5,578 shares Expires 2036-03-06 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2026. Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 20:15 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 15,000 | $0.00 Strike: $85.04 | $0.00 |
DisclosureSEC source: 0001628280-25-011986 · wk-form4_1741724144.xml · derivative · entry 1 Louie Matthew · CIK 0001802286 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2035-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2025 Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 20:55 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 15,000 | $0.00 Strike: $72.09 | $0.00 |
DisclosureSEC source: 0000950170-24-029380 · ownership.xml · derivative · entry 1 Louie Matthew · CIK 0001802286 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2034-03-07 F1 · derivative.exercise_date: Consists of options to purchase shares of Class A common stock of Vertiv Holdings Co, subject to vesting in equal or nearly equal installments on March 15 of each of 2025, 2026, 2027, and 2028, assuming continued board service through the applicable vesting date. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 13:15 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 30,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0000899243-23-007648 · doc4.xml · derivative · entry 1 Louie Matthew · CIK 0001802286 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: Consists of options to purchase shares of Class A common stock of Vertiv Holdings Co, subject to vesting in equal or nearly equal installments on March 15 of each of 2024, 2025, 2026, and 2027, assuming continued board service through the applicable vesting date. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:59 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 38,647 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0000899243-22-009738 · doc4.xml · derivative · entry 1 Louie Matthew · CIK 0001802286 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,647 Underlying: Class A Common Stock · 38,647 shares Expires 2032-03-02 F1 · derivative.exercise_date: Consists of options to purchase shares of Class A common stock of Vertiv Holdings Co, subject to vesting in equal or nearly equal installments on March 3 of each of 2023, 2024, 2025 and 2026, assuming continued board service through the applicable vesting date. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 22:52 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 38,647 | $0.00 Strike: $20.56 | $0.00 |
DisclosureSEC source: 0000899243-21-005217 · doc4.xml · derivative · entry 1 Louie Matthew · CIK 0001802286 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,647 Underlying: Class A Common Stock · 38,647 shares Expires 2031-02-03 F1 · derivative.exercise_date: Consists of options to purchase shares of Class A common stock of Vertiv Holdings Co, subject to vesting in equal or nearly equal installments on February 4 of each of 2022, 2023, 2024 and 2025, assuming continued board service through the applicable vesting date. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 23:34 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 38,647 | $0.00 Strike: $12.05 | $0.00 |
DisclosureSEC source: 0000899243-20-004112 · doc4.xml · derivative · entry 1 Louie Matthew · CIK 0001802286 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,647 Underlying: Class A Common Stock · 38,647 shares Expires 2030-02-06 F1 · derivative.exercise_date: Consists of options to purchase shares of Class A common stock of Vertiv Holdings Co, subject to vesting in equal or nearly equal installments on February 7 of each of 2021, 2022, 2023 and 2024, assuming continued board service through the applicable vesting date. 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.