Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Schrodinger, Inc.SDGR · Entity 4667 | EVP, CLO & CPO | March 05, 2026 | March 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.
Schrodinger, Inc.
Report date March 05, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,683 |
Reported balance
After 2026-03-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-05 · Sale · Disposed 1,094 · Balance 52,683 F1: This sale was effected pursuant to a durable automatic sale instruction under Rule 10b5-1 adopted by the reporting person on March 8, 2023, represents a broker-assisted sale of shares to satisfy the payment of withholding tax liability incurred upon the vesting of restricted stock units ("RSUs"). The sale does not represent a discretionary trade by the reporting person. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.75 to $13.01, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) of this Form 4. F3: Includes 42,191 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: This sale was effected pursuant to a durable automatic sale instruction under Rule 10b5-1 adopted by the reporting person on March 8, 2023, represents a broker-assisted sale of shares to satisfy the payment of withholding tax liability incurred upon the vesting of restricted stock units ("RSUs"). The sale does not represent a discretionary trade by the reporting person.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.75 to $13.01, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) of this Form 4.
F3: Includes 42,191 unvested RSUs.
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 |
|---|---|---|---|---|---|---|
| November 19, 2020 Filed Nov 23, 2020 21:25 UTC | Schrodinger, Inc. SDGR · Entity 4667 | SaleCommon Stock | 3,808 | $59.78 | $227,660.52 |
DisclosureSEC source: 0000899243-20-031905 · doc4.xml · nonDerivative · entry 3 Tran Yvonne · CIK 0001797777 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,131 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.54 to $60.20, inclusive. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 21:25 UTC | Schrodinger, Inc. SDGR · Entity 4667 | SaleCommon Stock | 22,569 | $59.05 | $1,332,595.63 |
DisclosureSEC source: 0000899243-20-031905 · doc4.xml · nonDerivative · entry 2 Tran Yvonne · CIK 0001797777 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,939 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.53 to $59.51, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (3) of this Form 4. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 21:25 UTC | Schrodinger, Inc. SDGR · Entity 4667 | Exercise / conversionCommon Stock | 13,377 | $1.13 | $15,116.01 |
DisclosureSEC source: 0000899243-20-031905 · doc4.xml · nonDerivative · entry 1 Tran Yvonne · CIK 0001797777 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,508 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 · kind: These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2020. Read SEC document |
| February 10, 2020 Filed Feb 10, 2020 21:11 UTC | Schrodinger, Inc. SDGR · Entity 4667 | GrantStock Option (right to buy) · Derivative | 200,659 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-20-003804 · doc4.xml · derivative · entry 1 Tran Yvonne · CIK 0001797777 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,659 Underlying: Common Stock · 200,659 shares Expires 2030-02-04 F1 · derivative.exercise_date: The option was granted on February 5, 2020. The commencement of vesting was contingent upon the closing of the Issuer's initial public offering, which occurred on February 10, 2020. The shares underlying the option are scheduled to vest with respect to 25% of the shares on February 5, 2021 and the remainder are scheduled to vest in equal monthly installments through February 5, 2024. 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.