Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alkermes plc.ALKS · Entity 2392 | Director | June 29, 2024 | July 01, 2024 |
| Amneal Pharmaceuticals, Inc.AMRX · Entity 820 | Director | May 05, 2025 | May 08, 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.
Alkermes plc.
Report date June 29, 2024 · Filed July 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 27,302 |
Ending reported balance
After 2024-06-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-06-29 · Exercise / conversion · Acquired 6,104 · Balance 28,767 F1: Each restricted stock unit represents a contingent right to receive one ordinary share. Row 2 · 2024-06-29 · Tax withholding · Disposed 1,465 · Balance 27,302 |
| Restricted Stock Unit AwardSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-06-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-06-29 · Exercise / conversion · Disposed 6,104 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one ordinary share. F2: This award is fully vested in accordance with its terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one ordinary share.
F2: This award is fully vested in accordance with its terms.
Amneal Pharmaceuticals, Inc.
Report date May 05, 2025 · Filed May 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 211,029 |
Reported balance
After 2025-05-05 transaction · row 1
1 source rowRow 1 · 2025-05-05 · Exercise / conversion · Acquired 40,258 · Balance 211,029 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-05-05 · Exercise / conversion · Disposed 40,258 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: On May 2, 2024, the reporting person was granted 40,258 restricted stock units vesting on May 5, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 34,819 |
Reported balance
After 2025-05-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-05-06 · Grant · Acquired 34,819 · Balance 34,819 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of the stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: On May 2, 2024, the reporting person was granted 40,258 restricted stock units vesting on May 5, 2025.
F3: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of the stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.
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 09, 2021 Filed Jun 11, 2021 16:36 UTC | Alkermes plc. ALKS · Entity 2392 | GrantNon Qualified Stock Option (Right to Buy) · Derivative | 22,759 | $0.00 Strike: $24.70 | $0.00 |
DisclosureSEC source: 0001127602-21-019720 · form4.xml · derivative · entry 4 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,759 Underlying: Ordinary Shares · 22,759 shares Expires 2031-06-09 F5 · derivative.exercise_date: Shares subject to the stock option award vest in three annual installments commencing on 6/9/2022. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 16:36 UTC | Alkermes plc. ALKS · Entity 2392 | GrantRestricted Stock Unit Award · Derivative | 11,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-019720 · form4.xml · derivative · entry 3 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,387 Underlying: Ordinary Shares · 11,387 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one ordinary share. F4 · derivative.exercise_date: Shares subject to the restricted stock unit award vest in three annual installments commencing on 6/9/2022. F4 · derivative.expiration_date: Shares subject to the restricted stock unit award vest in three annual installments commencing on 6/9/2022. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 16:36 UTC | Alkermes plc. ALKS · Entity 2392 | GrantNon Qualified Stock Option (Right to Buy) · Derivative | 1,115 | $0.00 Strike: $24.70 | $0.00 |
DisclosureSEC source: 0001127602-21-019720 · form4.xml · derivative · entry 2 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,115 Underlying: Ordinary Shares · 1,115 shares Expires 2031-06-09 F3 · derivative.exercise_date: Shares subject to the stock option award vest and become exercisable in full on 6/9/2022. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 16:36 UTC | Alkermes plc. ALKS · Entity 2392 | GrantRestricted Stock Unit Award · Derivative | 532 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-019720 · form4.xml · derivative · entry 1 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532 Underlying: Ordinary Shares · 532 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one ordinary share. F2 · derivative.exercise_date: Shares subject to the restricted stock unit award vest in full on 6/9/2022. F2 · derivative.expiration_date: Shares subject to the restricted stock unit award vest in full on 6/9/2022. Read SEC document |
| May 06, 2021 Filed May 7, 2021 14:10 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | Exercise / conversionRestricted Stock Units · Derivative | 46,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030814 · doc4.xml · derivative · entry 3 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 46,218 shares Expires not disclosed 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 represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: On May 5, 2020 the reporting person was granted 46,218 restricted stock units vesting on May 6, 2021. F3 · derivative.expiration_date: On May 5, 2020 the reporting person was granted 46,218 restricted stock units vesting on May 6, 2021. Read SEC document |
| May 06, 2021 Filed May 7, 2021 14:10 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | Exercise / conversionClass A Common Stock | 46,218 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-030814 · doc4.xml · nonDerivative · entry 1 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,784 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 represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| May 05, 2021 Filed May 7, 2021 14:10 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | GrantRestricted Stock Units · Derivative | 35,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030814 · doc4.xml · derivative · entry 2 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,406 Underlying: Class A Common Stock · 35,406 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. F2 · derivative.expiration_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. Read SEC document |
| May 07, 2020 Filed May 7, 2020 17:27 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | Exercise / conversionRestricted Stock Units · Derivative | 6,459 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-012265 · doc4.xml · derivative · entry 3 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,459 shares Expires not disclosed 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 represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: On May 6, 2019, the reporting person was granted 6,459 restricted stock units vesting on May 7, 2020. F3 · derivative.expiration_date: On May 6, 2019, the reporting person was granted 6,459 restricted stock units vesting on May 7, 2020. Read SEC document |
| May 07, 2020 Filed May 7, 2020 17:27 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | Exercise / conversionClass A Common Stock | 6,459 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-012265 · doc4.xml · nonDerivative · entry 1 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,566 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 represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| May 05, 2020 Filed May 7, 2020 17:27 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | GrantRestricted Stock Units · Derivative | 46,218 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-012265 · doc4.xml · derivative · entry 2 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,218 Underlying: Class A Common Stock · 46,218 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. F2 · derivative.expiration_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. Read SEC document |
| May 08, 2019 Filed May 8, 2019 17:45 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | Exercise / conversionRestricted Stock Units · Derivative | 6,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001723128-19-000064 · wf-form4_155735188837195.xml · derivative · entry 4 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,107 shares Expires not disclosed 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 represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: On May 7, 2018, the reporting person was granted 6,107 restricted stock units vesting on May 8, 2019. F4 · derivative.expiration_date: On May 7, 2018, the reporting person was granted 6,107 restricted stock units vesting on May 8, 2019. Read SEC document |
| May 08, 2019 Filed May 8, 2019 17:45 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | Exercise / conversionClass A Common Stock | 6,107 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001723128-19-000064 · wf-form4_155735188837195.xml · nonDerivative · entry 1 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,107 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 represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| May 06, 2019 Filed May 8, 2019 17:45 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | GrantRestricted Stock Units · Derivative | 6,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001723128-19-000064 · wf-form4_155735188837195.xml · derivative · entry 3 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,459 Underlying: Class A Common Stock · 6,459 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: Restricted stock units vest on the later of (i) the day immediately preceeding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. Restricted stock units have no expiration date. F3 · derivative.expiration_date: Restricted stock units vest on the later of (i) the day immediately preceeding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. Restricted stock units have no expiration date. Read SEC document |
| May 06, 2019 Filed May 8, 2019 17:45 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | GrantStock Option · Derivative | 28,044 | $0.00 Strike: $14.05 | $0.00 |
DisclosureSEC source: 0001723128-19-000064 · wf-form4_155735188837195.xml · derivative · entry 2 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,044 Underlying: Class A Common Stock · 28,044 shares Expires 2029-05-06 F2 · derivative.exercise_date: The option vests on the later of (i) the day immediately preceeding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. Read SEC document |
| May 07, 2018 Filed May 9, 2018 18:35 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | GrantRestricted Stock Units · Derivative | 6,107 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-012155 · doc4.xml · derivative · entry 2 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,107 Underlying: Class A Common Stock · 6,107 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on May 07, 2019 and have no expiration date. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on May 07, 2019 and have no expiration date. Read SEC document |
| May 07, 2018 Filed May 9, 2018 18:35 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | GrantStock Option · Derivative | 24,977 | $0.00 Strike: $15.01 | $0.00 |
DisclosureSEC source: 0000899243-18-012155 · doc4.xml · derivative · entry 1 Alva Emily Peterson · CIK 0001738422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,977 Underlying: Class A Common Stock · 24,977 shares Expires 2028-05-07 F1 · derivative.exercise_date: The option vests in four equal annual installments beginning on May 07, 2019. 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.