Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QuidelOrtho CorpQDEL · Entity 4986 | Chief Legal Officer | February 08, 2026 | February 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.
QuidelOrtho Corp
Report date February 08, 2026 · Filed February 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,605 |
Ending reported balance
After 2026-02-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-08 · Grant · Acquired 3,198 · Balance 42,753 F1: Reflects release of restricted stock units that were previously reported on a Form 4. Row 2 · 2026-02-08 · Tax withholding · Disposed 1,148 · Balance 41,605 F2: Disposition of shares, as set forth above, was in connection with the Issuer's withholding of common shares to satisfy tax withholding obligations related to the issuance of common shares upon release of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,198 |
Reported balance
After 2026-02-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-08 · Exercise / conversion · Disposed 3,198 · Balance 3,198 F3: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F4: 3,197 shares vested on February 8, 2025; 3,198 shares vested on February 8, 2026; and the remaining 3,198 shares will vest on February 8, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects release of restricted stock units that were previously reported on a Form 4.
F2: Disposition of shares, as set forth above, was in connection with the Issuer's withholding of common shares to satisfy tax withholding obligations related to the issuance of common shares upon release of restricted stock units.
F3: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock.
F4: 3,197 shares vested on February 8, 2025; 3,198 shares vested on February 8, 2026; and the remaining 3,198 shares will vest on February 8, 2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
QUIDEL CORP /DE/
Report date May 27, 2022 · Filed June 01, 2022
Section 16 reporting ended · disclosed 2022-06-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 1
1 source rowRow 1 · 2022-05-27 · Disposition to issuer · Disposed 708 · Balance 0 F1: Pursuant to the Business Combination Agreement, dated as of December 22, 2021 (the "Business Combination Agreement") by and among Quidel Corporation ("Quidel"), Ortho Clinical Diagnostics Holdings plc, QuidelOrtho Corporation ("QuidelOrtho"), Orca Holdco, Inc., Laguna Merger Sub, Inc. and Orca Holdco 2, Inc., each share of common stock of Quidel beneficially owned by the Reporting Person at the effective time of the transaction contemplated by the Business Combination Agreement will be exchanged for one share of common stock of QuidelOrtho. |
| Non-Qualified Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $188.95 · Expires 2030-12-01 | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-05-27 · Disposition to issuer · Disposed 2,105 · Balance 0 F2: Pursuant to the Business Combination Agreement, the Quidel Non-Qualified Stock Options will be converted into an equal number of Non-Qualified Stock Options to purchase shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F3: 1,052 shares will vest on December 1, 2022; 526 shares will vest on December 1, 2023; and 527 shares will vest on December 1, 2024. |
| Non-Qualified Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $254.00 · Expires 2031-02-01 | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-27 · Disposition to issuer · Disposed 1,892 · Balance 0 F2: Pursuant to the Business Combination Agreement, the Quidel Non-Qualified Stock Options will be converted into an equal number of Non-Qualified Stock Options to purchase shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F4: 473 shares are vested in full; the remaining 1,419 shares will vest in equal installments on February 1, 2023, February 1, 2024 and February 1, 2025. |
| Non-Qualified Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $103.36 · Expires 2032-01-31 | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-05-27 · Disposition to issuer · Disposed 6,438 · Balance 0 F2: Pursuant to the Business Combination Agreement, the Quidel Non-Qualified Stock Options will be converted into an equal number of Non-Qualified Stock Options to purchase shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F5: 1,609 shares will vest on each of January 31, 2023 and January 31, 2024; 1,610 shares will vest on each of January 31, 2025 and January 31, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-05-27 · Disposition to issuer · Disposed 714 · Balance 0 F6: Each restricted stock unit represents the right to receive one share of Quidel common stock. F7: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F8: 714 shares will vest in equal installments on December 1, 2022, December 1, 2023 and December 1, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-05-27 · Disposition to issuer · Disposed 1,420 · Balance 0 F6: Each restricted stock unit represents the right to receive one share of Quidel common stock. F7: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F9: 473 shares will vest on each of February 1, 2023 and February 1, 2024; 474 shares will vest on February 1, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-05-27 · Disposition to issuer · Disposed 1,260 · Balance 0 F6: Each restricted stock unit represents the right to receive one share of Quidel common stock. F7: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F10: 1,260 shares will vest in equal installments on May 25, 2023, May 25, 2024 and May 25, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-05-27 · Disposition to issuer · Disposed 1,559 · Balance 0 F6: Each restricted stock unit represents the right to receive one share of Quidel common stock. F7: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F11: 389 shares will vest on October 15, 2022; the remaining 1,170 shares will vest in equal installments on October 15, 2023, October 15, 2024 and October 15, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-05-27 · Disposition to issuer · Disposed 11,910 · Balance 0 F6: Each restricted stock unit represents the right to receive one share of Quidel common stock. F7: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F12: 11,910 shares will vest in equal installments on November 8, 2022, November 8, 2023 and November 8, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2022-05-27 · Disposition to issuer · Disposed 6,439 · Balance 0 F6: Each restricted stock unit represents the right to receive one share of Quidel common stock. F7: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F13: 1,609 shares will vest on January 31, 2023; the remaining 4,830 shares will vest in equal installments on January 31, 2024, January 31, 2025 and January 31, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2022-05-27 · Disposition to issuer · Disposed 7,256 · Balance 0 F6: Each restricted stock unit represents the right to receive one share of Quidel common stock. F7: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F14: 3,628 shares will vest on January 31, 2024; the remaining 3,628 shares will vest in equal installments on January 31, 2025 and January 31, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2022-05-27 · Disposition to issuer · Disposed 1,020 · Balance 0 F6: Each restricted stock unit represents the right to receive one share of Quidel common stock. F7: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F15: Release of restricted stock units was deferred pursuant to Quidel's deferred compensation program applicable to participating employees and will occur according to the elected deferral schedule. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2022-05-27 · Disposition to issuer · Disposed 204 · Balance 0 F6: Each restricted stock unit represents the right to receive one share of Quidel common stock. F7: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions). F15: Release of restricted stock units was deferred pursuant to Quidel's deferred compensation program applicable to participating employees and will occur according to the elected deferral schedule. F16: 204 shares will vest on January 31, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Business Combination Agreement, dated as of December 22, 2021 (the "Business Combination Agreement") by and among Quidel Corporation ("Quidel"), Ortho Clinical Diagnostics Holdings plc, QuidelOrtho Corporation ("QuidelOrtho"), Orca Holdco, Inc., Laguna Merger Sub, Inc. and Orca Holdco 2, Inc., each share of common stock of Quidel beneficially owned by the Reporting Person at the effective time of the transaction contemplated by the Business Combination Agreement will be exchanged for one share of common stock of QuidelOrtho.
F2: Pursuant to the Business Combination Agreement, the Quidel Non-Qualified Stock Options will be converted into an equal number of Non-Qualified Stock Options to purchase shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions).
F3: 1,052 shares will vest on December 1, 2022; 526 shares will vest on December 1, 2023; and 527 shares will vest on December 1, 2024.
F4: 473 shares are vested in full; the remaining 1,419 shares will vest in equal installments on February 1, 2023, February 1, 2024 and February 1, 2025.
F5: 1,609 shares will vest on each of January 31, 2023 and January 31, 2024; 1,610 shares will vest on each of January 31, 2025 and January 31, 2026.
F6: Each restricted stock unit represents the right to receive one share of Quidel common stock.
F7: Pursuant to the Business Combination Agreement, the Quidel restricted stock units will be converted into an equal number of restricted stock units representing the right to receive shares of common stock of QuidelOrtho on the same terms and conditions (including applicable vesting conditions).
F8: 714 shares will vest in equal installments on December 1, 2022, December 1, 2023 and December 1, 2024.
F9: 473 shares will vest on each of February 1, 2023 and February 1, 2024; 474 shares will vest on February 1, 2025.
F10: 1,260 shares will vest in equal installments on May 25, 2023, May 25, 2024 and May 25, 2025.
F11: 389 shares will vest on October 15, 2022; the remaining 1,170 shares will vest in equal installments on October 15, 2023, October 15, 2024 and October 15, 2025.
F12: 11,910 shares will vest in equal installments on November 8, 2022, November 8, 2023 and November 8, 2024.
F13: 1,609 shares will vest on January 31, 2023; the remaining 4,830 shares will vest in equal installments on January 31, 2024, January 31, 2025 and January 31, 2026.
F14: 3,628 shares will vest on January 31, 2024; the remaining 3,628 shares will vest in equal installments on January 31, 2025 and January 31, 2026.
F15: Release of restricted stock units was deferred pursuant to Quidel's deferred compensation program applicable to participating employees and will occur according to the elected deferral schedule.
F16: 204 shares will vest on January 31, 2023.
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 08, 2021 Filed Nov 10, 2021 19:50 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | GrantRestricted Stock Units · Derivative | 11,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063996 · doc4.xml · derivative · entry 1 Hodges Michelle A. · CIK 0001833942 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,910 Underlying: Common Stock · 11,910 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of Quidel Corporation common stock. F2 · derivative.exercise_date: One-third of the shares will vest annually over a three-year period, commencing on the first anniversary date of the grant date. F2 · derivative.expiration_date: One-third of the shares will vest annually over a three-year period, commencing on the first anniversary date of the grant date. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 19:45 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | GrantRestricted Stock Units · Derivative | 1,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-061039 · doc4.xml · derivative · entry 1 Hodges Michelle A. · CIK 0001833942 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,559 Underlying: Common Stock · 1,559 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of Quidel Corporation common stock. F2 · derivative.exercise_date: One-quarter of the shares will vest annually over a four-year period, commencing on the first anniversary date of the grant date. F2 · derivative.expiration_date: One-quarter of the shares will vest annually over a four-year period, commencing on the first anniversary date of the grant date. Read SEC document |
| May 25, 2021 Filed Jun 16, 2021 20:21 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | GrantRestricted Stock Units · Derivative | 1,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041174 · doc4.xml · derivative · entry 1 Hodges Michelle A. · CIK 0001833942 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,680 Underlying: Common Stock · 1,680 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of Quidel Corporation common stock. F2 · derivative.exercise_date: One-quarter of the shares will vest annually over a four-year period, commencing on the first anniversary date of the grant date. F2 · derivative.expiration_date: One-quarter of the shares will vest annually over a four-year period, commencing on the first anniversary date of the grant date. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 20:45 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | GrantNon-Qualified Stock Option · Derivative | 1,892 | $0.00 Strike: $254.00 | $0.00 |
DisclosureSEC source: 0001209191-21-007595 · doc4.xml · derivative · entry 2 Hodges Michelle A. · CIK 0001833942 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,892 Underlying: Common Stock · 1,892 shares Expires 2031-02-01 F2 · derivative.exercise_date: One-quarter of the shares will vest annually over a four-year period, commencing on the first anniversary date of the grant date. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 20:45 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | GrantRestricted Stock Units · Derivative | 1,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-007595 · doc4.xml · derivative · entry 1 Hodges Michelle A. · CIK 0001833942 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,893 Underlying: Common Stock · 1,893 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one (1) share of Quidel Corporation common stock. F2 · derivative.exercise_date: One-quarter of the shares will vest annually over a four-year period, commencing on the first anniversary date of the grant date. F2 · derivative.expiration_date: One-quarter of the shares will vest annually over a four-year period, commencing on the first anniversary date of the grant date. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 19:36 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | GrantNon-Qualified Stock Options · Derivative | 2,105 | $0.00 Strike: $188.95 | $0.00 |
DisclosureSEC source: 0001209191-20-061677 · doc4.xml · derivative · entry 2 Hodges Michelle A. · CIK 0001833942 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,105 Underlying: Common Stock · 2,105 shares Expires 2030-12-01 F3 · derivative.exercise_date: 1,052 shares will vest on the second anniversary date of the grant date, December 1, 2022; 526 shares will vest on the third anniversary date of the grant date, December 1, 2023; and 527 shares will vest on the fourth anniversary date of the grant date, December 1, 2024. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 19:36 UTC | QUIDEL CORP /DE/ QDEL · Entity 126712 | GrantRestricted Stock Units · Derivative | 952 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061677 · doc4.xml · derivative · entry 1 Hodges Michelle A. · CIK 0001833942 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 952 Underlying: Common Stock · 952 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of Quidel Corporation common stock. F2 · derivative.exercise_date: 238 shares will vest on December 1, 2021; 238 shares will vest on December 1, 2022; 238 shares will vest on December 1, 2023; and 238 shares will vest on December 1, 2024. F2 · derivative.expiration_date: 238 shares will vest on December 1, 2021; 238 shares will vest on December 1, 2022; 238 shares will vest on December 1, 2023; and 238 shares will vest on December 1, 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.