Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MERIT MEDICAL SYSTEMS INCMMSI · Entity 3858 | Chief Financial Officer | March 02, 2018 | March 07, 2018 |
| WEST PHARMACEUTICAL SERVICES INCWST · Entity 3201 | Sr VP, Chief Financial Officer | February 18, 2025 | February 21, 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.
MERIT MEDICAL SYSTEMS INC
Report date March 02, 2018 · Filed March 07, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.80 · Expires 2025-03-02 | Direct | 25,000 |
Reported balance
After 2018-03-02 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-03-02 · Grant · Acquired 25,000 · Balance 25,000 F7: Becomes exercisable in equal annual installments of 20% commencing 03/02/19. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.75 · Expires 2018-08-11 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2018-03-02 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 10,000 F2: Becomes exercisable in equal annual installments of 20% commencing 08/11/12. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.06 · Expires 2021-10-04 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2018-03-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 10,000 F3: Becomes exercisable in equal annual installments of 20% commencing 10/04/15. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.27 · Expires 2022-02-13 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2018-03-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 25,000 F4: Becomes exercisable in equal annual installments of 20% commencing 02/13/16. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.05 · Expires 2023-01-28 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2018-03-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 25,000 F5: Becomes exercisable in equal annual installments of 20% commencing 01/28/17. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.20 · Expires 2024-04-14 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2018-03-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 50,000 F6: Becomes exercisable in equal annual installments of 20% commencing 04/14/18. |
| Common Stock, No Par ValueSEC Table I · non-derivative | Direct | 1,075 |
Reported balance
Holding disclosure · report date 2018-03-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,075 F1: Employee stock purchase plan holdings as of 03/06/18. |
Filing footnotes · ownership attribution and instrument terms
F1: Employee stock purchase plan holdings as of 03/06/18.
F2: Becomes exercisable in equal annual installments of 20% commencing 08/11/12.
F3: Becomes exercisable in equal annual installments of 20% commencing 10/04/15.
F4: Becomes exercisable in equal annual installments of 20% commencing 02/13/16.
F5: Becomes exercisable in equal annual installments of 20% commencing 01/28/17.
F6: Becomes exercisable in equal annual installments of 20% commencing 04/14/18.
F7: Becomes exercisable in equal annual installments of 20% commencing 03/02/19.
WEST PHARMACEUTICAL SERVICES INC
Report date February 18, 2025 · Filed February 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,520.38 |
Ending reported balance
After 2025-02-18 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-02-18 · Exercise / conversion · Acquired 779.353 · Balance 7,668.773 Row 2 · 2025-02-18 · Tax withholding · Disposed 237.764 · Balance 7,431.009 Row 3 · 2025-02-18 · Exercise / conversion · Acquired 124.977 · Balance 7,555.986 Row 4 · 2025-02-18 · Tax withholding · Disposed 35.606 · Balance 7,520.38 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $211.00 · Expires 2035-02-18 | Direct | 4,020 |
Reported balance
After 2025-02-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-02-18 · Grant · Acquired 4,020 · Balance 4,020 F1: This award vests in four equal installments beginning on February 18, 2026. |
| Rst. Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,740 |
Reported balance
After 2025-02-18 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-02-18 · Grant · Acquired 1,740 · Balance 1,740 F1: This award vests in four equal installments beginning on February 18, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: This award vests in four equal installments beginning on February 18, 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 |
|---|---|---|---|---|---|---|
| February 18, 2025 Filed Feb 21, 2025 02:44 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantRst. Stock Unit · Derivative | 1,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006135 · form4.xml · derivative · entry 6 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,740 Underlying: Common Stock · 1,740 shares Expires not disclosed F1 · derivative.exercise_date: This award vests in four equal installments beginning on February 18, 2026. F1 · derivative.expiration_date: This award vests in four equal installments beginning on February 18, 2026. Read SEC document |
| February 18, 2025 Filed Feb 21, 2025 02:44 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Option (Right to Buy) · Derivative | 4,020 | $0.00 Strike: $211.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006135 · form4.xml · derivative · entry 5 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,020 Underlying: Common Stock · 4,020 shares Expires 2035-02-18 F1 · derivative.exercise_date: This award vests in four equal installments beginning on February 18, 2026. Read SEC document |
| February 18, 2025 Filed Feb 21, 2025 02:44 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Tax withholdingCommon Stock | 35.606 | $211.00 | $7,512.87 |
DisclosureSEC source: 0001127602-25-006135 · form4.xml · nonDerivative · entry 4 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,520.38 Read SEC document |
| February 18, 2025 Filed Feb 21, 2025 02:44 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Exercise / conversionCommon Stock | 124.977 | $211.00 | $26,370.15 |
DisclosureSEC source: 0001127602-25-006135 · form4.xml · nonDerivative · entry 3 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,555.986 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. Read SEC document |
| February 18, 2025 Filed Feb 21, 2025 02:44 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Tax withholdingCommon Stock | 237.764 | $211.00 | $50,168.20 |
DisclosureSEC source: 0001127602-25-006135 · form4.xml · nonDerivative · entry 2 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,431.009 Read SEC document |
| February 18, 2025 Filed Feb 21, 2025 02:44 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Exercise / conversionCommon Stock | 779.353 | $211.00 | $164,443.48 |
DisclosureSEC source: 0001127602-25-006135 · form4.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,668.773 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. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 23:13 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to Buy) · Derivative | 8,346 | $0.00 Strike: $350.18 | $0.00 |
DisclosureSEC source: 0001127602-24-006388 · form4.xml · derivative · entry 2 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Fin & Ops Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,346 Underlying: Stock Options (Right to Buy) · 8,346 shares Expires 2034-02-20 F2 · derivative.exercise_date: This grant vests in four equal installments beginning on February 20, 2025. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 23:13 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 1,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006388 · form4.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Fin & Ops Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,889.42 F1 · security: 2021 PSUs (PP20) award vesting net of taxes withheld. Read SEC document |
| August 02, 2023 Filed Aug 8, 2023 19:49 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Exercise / conversionStock Options (Right to buy) · Derivative | 13,884 | $0.00 Strike: $100.92 | $0.00 |
DisclosureSEC source: 0001562180-23-006236 · primarydocument.xml · derivative · entry 6 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Fin & Ops Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,884 shares Expires 2028-06-21 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. F4 · derivative.exercise_date: This award vests over four years starting on the first anniversary date of the award. Read SEC document |
| August 02, 2023 Filed Aug 8, 2023 19:49 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Exercise / conversionStock Options (Right to buy) · Derivative | 8,450 | $0.00 Strike: $102.51 | $0.00 |
DisclosureSEC source: 0001562180-23-006236 · primarydocument.xml · derivative · entry 5 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Fin & Ops Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,850 Underlying: Common Stock · 8,450 shares Expires 2029-02-19 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. F3 · derivative.exercise_date: This award vests in four equal annual installments beginning on February 19, 2020. Read SEC document |
| August 02, 2023 Filed Aug 8, 2023 19:49 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | SaleCommon Stock | 200 | $371.03 | $74,205.00 |
DisclosureSEC source: 0001562180-23-006236 · primarydocument.xml · nonDerivative · entry 4 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Fin & Ops Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,366 F2 · price: The price reported in Column 4 is an average price. These shares were purchased in multiple transactions at prices ranging from $371.00 to $371.05, inclusive. The reporting person undertakes to provide to West Pharmaceutical Services, Inc., any security holder of West Pharmaceutical Services, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range in this footnote. Read SEC document |
| August 02, 2023 Filed Aug 8, 2023 19:49 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | SaleCommon Stock | 22,134 | $370.38 | $8,198,010.84 |
DisclosureSEC source: 0001562180-23-006236 · primarydocument.xml · nonDerivative · entry 3 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Fin & Ops Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,566 F1 · price: The price reported in Column 4 is an average price. These shares were purchased in multiple transactions at prices ranging from $370.00 to $370.96, inclusive. The reporting person undertakes to provide to West Pharmaceutical Services, Inc., any security holder of West Pharmaceutical Services, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range in this footnote. Read SEC document |
| August 02, 2023 Filed Aug 8, 2023 19:49 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Exercise / conversionCommon Stock | 13,884 | $100.92 | $1,401,173.28 |
DisclosureSEC source: 0001562180-23-006236 · primarydocument.xml · nonDerivative · entry 2 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Fin & Ops Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,700 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. Read SEC document |
| August 02, 2023 Filed Aug 8, 2023 19:49 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Exercise / conversionCommon Stock | 8,450 | $102.51 | $866,209.50 |
DisclosureSEC source: 0001562180-23-006236 · primarydocument.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, Chief Fin & Ops Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,816 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. Read SEC document |
| March 01, 2023 Filed Mar 22, 2023 19:44 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 43 | $318.28 | $13,686.04 |
DisclosureSEC source: 0001562180-23-002999 · primarydocument.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,366 F1 · kind: Bonus & Incentive share grant Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 23:30 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to buy) · Derivative | 10,340 | $0.00 Strike: $306.68 | $0.00 |
DisclosureSEC source: 0001562180-23-001799 · primarydocument.xml · derivative · entry 2 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,340 Underlying: Stock Options (Right to Buy) · 10,340 shares Expires 2033-02-21 F2 · derivative.exercise_date: This award vests in four equal annual installments beginning on February 21, 2024. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 23:30 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 3,614 | $306.68 | $1,108,341.52 |
DisclosureSEC source: 0001562180-23-001799 · primarydocument.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,409 F1 · shares: 2020 PSUs (PP19) award vesting net of taxes withheld Read SEC document |
| August 02, 2022 Filed Aug 3, 2022 19:24 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | SaleCommon Stock | 1,100 | $343.38 | $377,722.95 |
DisclosureSEC source: 0001562180-22-005857 · primarydocument.xml · nonDerivative · entry 4 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 795 F4 · price: The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $343.31 to $343.67, inclusive. The reporting person undertakes to provide to West Pharmaceutical Services, Inc., any security holder of West Pharmaceutical Services, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range in this footnote. Read SEC document |
| August 02, 2022 Filed Aug 3, 2022 19:24 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | SaleCommon Stock | 2,007 | $342.59 | $687,573.51 |
DisclosureSEC source: 0001562180-22-005857 · primarydocument.xml · nonDerivative · entry 3 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,895 F3 · price: The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $342.28 to $342.93, inclusive. The reporting person undertakes to provide to West Pharmaceutical Services, Inc., any security holder of West Pharmaceutical Services, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range in this footnote. Read SEC document |
| August 02, 2022 Filed Aug 3, 2022 19:24 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | SaleCommon Stock | 1,708 | $341.97 | $584,083.22 |
DisclosureSEC source: 0001562180-22-005857 · primarydocument.xml · nonDerivative · entry 2 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,902 F2 · price: The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $341.2700 to $342.2600, inclusive. The reporting person undertakes to provide to West Pharmaceutical Services, Inc., any security holder of West Pharmaceutical Services, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range in this footnote. Read SEC document |
| August 02, 2022 Filed Aug 3, 2022 19:24 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | SaleCommon Stock | 9,359 | $340.50 | $3,186,694.58 |
DisclosureSEC source: 0001562180-22-005857 · primarydocument.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,610 F1 · price: The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $340.1950 to $340.8100, inclusive. The reporting person undertakes to provide to West Pharmaceutical Services, Inc., any security holder of West Pharmaceutical Services, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range in this footnote. Read SEC document |
| June 21, 2022 Filed Jun 23, 2022 14:12 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Tax withholdingCommon Stock | 946 | $288.53 | $272,949.38 |
DisclosureSEC source: 0001562180-22-005321 · primarydocument.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,969 F1 · kind: Shares withheld solely for the purpose of satisfying tax liability due upon vesting of restricted stock award. Read SEC document |
| May 23, 2022 Filed May 25, 2022 19:28 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to buy) · Derivative | 1,344 | $0.00 Strike: $303.34 | $0.00 |
DisclosureSEC source: 0001562180-22-004382 · primarydocument.xml · derivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,344 Underlying: Stock Options (Right to Buy) · 1,344 shares Expires 2032-05-23 F1 · derivative.exercise_date: This award vests in four equal annual installments beginning on May 23, 2023. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 21:51 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to buy) · Derivative | 9,844 | $0.00 Strike: $369.13 | $0.00 |
DisclosureSEC source: 0001562180-22-001878 · primarydocument.xml · derivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,844 Underlying: Stock Options (Right to Buy) · 9,844 shares Expires 2032-02-22 F1 · derivative.exercise_date: This award vests in four equal annual installments beginning on February 22, 2023. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 20:27 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 4,346 | $369.13 | $1,604,238.98 |
DisclosureSEC source: 0001562180-22-001856 · primarydocument.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,915 F1 · shares: 2019 PSUs (PP18) award vesting net of taxes withheld Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 14:14 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Tax withholdingCommon Stock | 1,090 | $357.59 | $389,773.10 |
DisclosureSEC source: 0001562180-21-004421 · primarydocument.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,569 F1 · kind: Shares withheld solely for the purpose of satisfying tax liability due upon vesting of restricted stock award. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:49 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to buy) · Derivative | 11,112 | $0.00 Strike: $274.29 | $0.00 |
DisclosureSEC source: 0001562180-21-001596 · primarydocument.xml · derivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,112 Underlying: Common Stock · 11,112 shares Expires 2031-02-23 F1 · derivative.exercise_date: This award vests in 4 equal annual installments beginning on 2/23/2022. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 22:33 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 3,276 | $272.65 | $893,201.40 |
DisclosureSEC source: 0001562180-21-001572 · primarydocument.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,659 F1 · shares: 2018 PSUs (PP17) award vesting net of taxes withheld Read SEC document |
| June 21, 2020 Filed Jun 23, 2020 20:35 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Tax withholdingCommon Stock | 741 | $216.59 | $160,493.19 |
DisclosureSEC source: 0001562180-20-004653 · primarydocument.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,383 F1 · kind: Shares withheld solely for the purpose of satisfying tax liability due upon vesting of restricted stock award. Read SEC document |
| March 02, 2020 Filed Mar 13, 2020 13:44 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 541 | $156.49 | $84,661.09 |
DisclosureSEC source: 0001562180-20-002454 · primarydocument.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,124 F1 · shares: Portion of bonus paid in stock Read SEC document |
| February 18, 2020 Filed Feb 21, 2020 01:06 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to Buy) · Derivative | 12,752 | $0.00 Strike: $173.22 | $0.00 |
DisclosureSEC source: 0001562180-20-001424 · primarydocument.xml · derivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,752 Underlying: Common Stock · 12,752 shares Expires 2030-02-18 F1 · derivative.exercise_date: This award vests in four equal annual installments beginning on February 18, 2021. Read SEC document |
| June 21, 2019 Filed Jun 24, 2019 19:59 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | Tax withholdingCommon Stock | 710 | $122.04 | $86,648.40 |
DisclosureSEC source: 0001562180-19-003618 · primarydocument.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,583 F1 · kind: Shares withheld solely for the purpose of satisfying tax liability due upon vesting of restricted stock award. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 20:01 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 385 | $106.14 | $40,863.90 |
DisclosureSEC source: 0001562180-19-001637 · primarydocument.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,293 F1 · shares: Bonus & Incentive share grant Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 23:07 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to buy) · Derivative | 15,300 | $102.51 Strike: $102.51 | $1,568,403.00 |
DisclosureSEC source: 0001562180-19-001173 · primarydocument.xml · derivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,300 Underlying: Common Stock · 15,300 shares Expires 2029-02-19 F1 · derivative.exercise_date: This award vests in four equal annual installments beginning on February 19, 2020. Read SEC document |
| June 21, 2018 Filed Jun 25, 2018 20:02 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantStock Options (Right to buy) · Derivative | 13,884 | $100.92 Strike: $100.92 | $1,401,173.28 |
DisclosureSEC source: 0001562180-18-003092 · primarydocument.xml · derivative · entry 2 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,884 Underlying: Common Stock · 13,884 shares Expires 2028-06-21 F2 · derivative.exercise_date: This award vests in four equal annual installments beginning on June 21, 2019. Read SEC document |
| June 21, 2018 Filed Jun 25, 2018 20:02 UTC | WEST PHARMACEUTICAL SERVICES INC WST · Entity 3201 | GrantCommon Stock | 9,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003092 · primarydocument.xml · nonDerivative · entry 1 Birkett Bernard · CIK 0001658001 · Sr VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,908 F1 · shares: This award vests over four years starting on the first anniversary date of the award. Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 00:17 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 25,000 | $0.00 Strike: $44.80 | $0.00 |
DisclosureSEC source: 0001179110-18-003689 · edgar.xml · derivative · entry 7 Birkett Bernard · CIK 0001658001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2025-03-02 F7 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing 03/02/19. Read SEC document |
| April 14, 2017 Filed Apr 18, 2017 23:17 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 50,000 | $0.00 Strike: $28.20 | $0.00 |
DisclosureSEC source: 0001179110-17-006054 · edgar.xml · derivative · entry 6 Birkett Bernard · CIK 0001658001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2024-04-14 F5 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing 04/14/18. 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.