Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertiv Holdings CoVRT · Entity 440 | President - Greater China | June 26, 2025 | June 27, 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.
Vertiv Holdings Co
Report date June 26, 2025 · Filed June 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 19,456.5 |
Reported balance
After 2025-06-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-06-26 · Grant · Acquired 0.96 · Balance 19,456.5 F1: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2: Includes shares, RSUs and DSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash.
F2: Includes shares, RSUs and DSUs.
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 |
|---|---|---|---|---|---|---|
| June 26, 2025 Filed Jun 27, 2025 21:15 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 0.96 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-033361 · wk-form4_1751058932.xml · nonDerivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,456.5 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 27, 2025 Filed Mar 28, 2025 20:15 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 1.33 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-015442 · wk-form4_1743192917.xml · nonDerivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,455.54 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 07, 2025 Filed Mar 12, 2025 01:50 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 11,273 | $0.00 Strike: $85.04 | $0.00 |
DisclosureSEC source: 0001628280-25-012198 · wk-form4_1741744239.xml · derivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,273 Underlying: Class A Common Stock · 11,273 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 |
| December 19, 2024 Filed Dec 19, 2024 21:15 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 0.87 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052076 · wk-form4_1734642920.xml · nonDerivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,454.21 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| September 26, 2024 Filed Sep 26, 2024 20:47 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 0.85 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-041364 · wk-form4_1727383640.xml · nonDerivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,453.34 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| June 26, 2024 Filed Jun 26, 2024 20:43 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 0.83 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-030178 · wk-form4_1719434588.xml · nonDerivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,452.49 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| May 04, 2024 Filed May 8, 2024 01:02 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 668 | $94.39 | $63,052.52 |
DisclosureSEC source: 0000950142-24-001298 · es240478597_4-cui.xml · nonDerivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,451.66 F1 · shares: Represents shares sold by the reporting person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units ("RSUs"), including dividend-equivalent stock units ("DSUs"). F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 20:23 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 2.89 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014043 · wk-form4_1712003017.xml · nonDerivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,120.57 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 07, 2024 Filed Mar 12, 2024 01:01 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 13,427 | $0.00 Strike: $72.09 | $0.00 |
DisclosureSEC source: 0001628280-24-010340 · wk-form4_1710205278.xml · derivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,427 Underlying: Class A Common Stock · 13,427 shares Expires 2034-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2024. Read SEC document |
| December 27, 2023 Filed Dec 29, 2023 00:25 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 4.66 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-042850 · wk-form4_1703809548.xml · nonDerivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,117.68 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:10 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 45,497 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007353 · wf-form4_167839984034546.xml · derivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - Greater China 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,497 Underlying: Class A Common Stock · 45,497 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:31 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 9.61 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-032215 · wf-form4_167148546296898.xml · nonDerivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - North Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,114.78 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 03, 2022 Filed Mar 8, 2022 01:26 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 55,928 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0000950142-22-000964 · es220232168_4-cui.xml · derivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - North Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,928 Underlying: Class A Common Stock · 55,928 shares Expires 2032-03-03 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of March 3, 2023, March 3, 2024, March 3, 2025, and March 3, 2026. 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.