Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Definitive Healthcare Corp.DH · Entity 1538 | Chief Product & Tech Officer | January 21, 2025 | February 04, 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.
Definitive Healthcare Corp.
Report date January 21, 2025 · Filed February 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 451,302 |
Ending reported balance
After 2025-02-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-01-21 · Grant · Acquired 66,142 · Balance 486,551 F1: Reflects the number of performance-based restricted stock units ("PSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, earned upon the certification of achievement of certain performance criteria by the Issuer's compensation committee. The PSUs will vest in three substantially equal installments as to 1/3rd on January 21, 2025, 1/3rd on February 1, 2026, and the remaining 1/3rd on February 1, 2027 and will be settled pursuant to the terms of the Issuer's 2021 Equity Incentive Plan (as amended from time to time), in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date. Row 2 · 2025-01-21 · Tax withholding · Disposed 6,711 · Balance 479,840 F2: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported PSUs. Row 3 · 2025-02-01 · Tax withholding · Disposed 28,538 · Balance 451,302 F3: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the number of performance-based restricted stock units ("PSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, earned upon the certification of achievement of certain performance criteria by the Issuer's compensation committee. The PSUs will vest in three substantially equal installments as to 1/3rd on January 21, 2025, 1/3rd on February 1, 2026, and the remaining 1/3rd on February 1, 2027 and will be settled pursuant to the terms of the Issuer's 2021 Equity Incentive Plan (as amended from time to time), in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.
F2: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported PSUs.
F3: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.
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 01, 2025 Filed Feb 4, 2025 18:56 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 28,538 | $4.86 | $138,694.68 |
DisclosureSEC source: 0001415889-25-003039 · form4-02042025_110220.xml · nonDerivative · entry 3 Moschella William · CIK 0002017865 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451,302 F3 · kind: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units. Read SEC document |
| January 21, 2025 Filed Feb 4, 2025 18:56 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 6,711 | $4.41 | $29,595.51 |
DisclosureSEC source: 0001415889-25-003039 · form4-02042025_110220.xml · nonDerivative · entry 2 Moschella William · CIK 0002017865 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 479,840 F2 · kind: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported PSUs. Read SEC document |
| January 21, 2025 Filed Feb 4, 2025 18:56 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 66,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003039 · form4-02042025_110220.xml · nonDerivative · entry 1 Moschella William · CIK 0002017865 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 486,551 F1 · shares: Reflects the number of performance-based restricted stock units ("PSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, earned upon the certification of achievement of certain performance criteria by the Issuer's compensation committee. The PSUs will vest in three substantially equal installments as to 1/3rd on January 21, 2025, 1/3rd on February 1, 2026, and the remaining 1/3rd on February 1, 2027 and will be settled pursuant to the terms of the Issuer's 2021 Equity Incentive Plan (as amended from time to time), in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 17:00 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 13,421 | $4.11 | $55,160.31 |
DisclosureSEC source: 0001415889-25-000524 · form4-01032025_100132.xml · nonDerivative · entry 1 Moschella William · CIK 0002017865 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 420,409 F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units. Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 08:55 UTC | Definitive Healthcare Corp. DH · Entity 1538 | SaleClass A Common Stock | 45,000 | $4.70 | $211,500.00 |
DisclosureSEC source: 0001415889-24-028355 · form4-12052024_081201.xml · nonDerivative · entry 1 Moschella William · CIK 0002017865 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 433,830 F1 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.67 to $4.76 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separated price within the range set forth in this footnote. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 16:20 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 3,587 | $4.18 | $14,993.66 |
DisclosureSEC source: 0001415889-24-026142 · form4-11052024_041110.xml · nonDerivative · entry 1 Moschella William · CIK 0002017865 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 478,830 F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 20:00 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 14,495 | $3.95 | $57,255.25 |
DisclosureSEC source: 0001415889-24-020793 · form4-08052024_080811.xml · nonDerivative · entry 1 Moschella William · CIK 0002017865 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 482,417 F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units. Read SEC document |
| May 01, 2024 Filed May 3, 2024 16:07 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 297,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-012148 · form4-05032024_080512.xml · nonDerivative · entry 1 Moschella William · CIK 0002017865 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 496,912 F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, consisting of (i) 154,356 RSUs and (ii) 143,330 RSUs, in each case vesting over a four-year period, with 25% of the RSUs vesting on February 1, 2025, followed by vesting of 6.25% every three months thereafter over the subsequent three years, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date. 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.