Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QuidelOrtho CorpQDEL · Entity 4986 | Director | May 28, 2024 | May 30, 2024 |
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 May 28, 2024 · Filed May 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,519 |
Reported balance
After 2024-05-28 transaction · row 1
1 source rowRow 1 · 2024-05-28 · Grant · Acquired 1,519 · Balance 1,519 F1: Reflects release of restricted stock units that were previously reported on a Form 4. |
| Restricted Stock Units (Equity Grant)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-05-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-28 · Exercise / conversion · Disposed 1,519 · Balance 0 F2: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F3: The restricted stock units vested on May 28, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects release of restricted stock units that were previously reported on a Form 4.
F2: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock.
F3: The restricted stock units vested on May 28, 2024.
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 |
|---|---|---|---|---|---|---|
| May 28, 2024 Filed May 30, 2024 16:14 UTC | QuidelOrtho Corp QDEL · Entity 4986 | Exercise / conversionRestricted Stock Units (Equity Grant) · Derivative | 1,519 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-066602 · ownership.xml · derivative · entry 2 Prutow James · CIK 0002003827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,519 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. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F3 · derivative.exercise_date: The restricted stock units vested on May 28, 2024. F3 · derivative.expiration_date: The restricted stock units vested on May 28, 2024. Read SEC document |
| May 28, 2024 Filed May 30, 2024 16:14 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantCommon Stock | 1,519 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-066602 · ownership.xml · nonDerivative · entry 1 Prutow James · CIK 0002003827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,519 F1 · shares: Reflects release of restricted stock units that were previously reported on a Form 4. Read SEC document |
| May 22, 2024 Filed May 23, 2024 18:26 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantRestricted Stock Units (Premium) · Derivative | 352 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064139 · ownership.xml · derivative · entry 3 Prutow James · CIK 0002003827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352 Underlying: Common Stock · 352 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2 · derivative.exercise_date: The restricted stock units vest on May 22, 2025. F3 · derivative.exercise_date: The restricted stock units were received in lieu of cash payments to the reporting person for certain retainer and Board of Director service-related fees under a deferred compensation program applicable to participating non-employee directors. Release of vested restricted stock units will occur according to the elected deferral schedule. F2 · derivative.expiration_date: The restricted stock units vest on May 22, 2025. F3 · derivative.expiration_date: The restricted stock units were received in lieu of cash payments to the reporting person for certain retainer and Board of Director service-related fees under a deferred compensation program applicable to participating non-employee directors. Release of vested restricted stock units will occur according to the elected deferral schedule. Read SEC document |
| May 22, 2024 Filed May 23, 2024 18:26 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantRestricted Stock Units (Converted) · Derivative | 1,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064139 · ownership.xml · derivative · entry 2 Prutow James · CIK 0002003827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,760 Underlying: Common Stock · 1,760 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F3 · derivative.exercise_date: The restricted stock units were received in lieu of cash payments to the reporting person for certain retainer and Board of Director service-related fees under a deferred compensation program applicable to participating non-employee directors. Release of vested restricted stock units will occur according to the elected deferral schedule. F4 · derivative.exercise_date: 440 shares vested on May 22, 2024, 440 shares will vest on August 22, 2024, 440 shares will vest on November 22, 2024 and 440 shares will vest on February 22, 2025. F3 · derivative.expiration_date: The restricted stock units were received in lieu of cash payments to the reporting person for certain retainer and Board of Director service-related fees under a deferred compensation program applicable to participating non-employee directors. Release of vested restricted stock units will occur according to the elected deferral schedule. F4 · derivative.expiration_date: 440 shares vested on May 22, 2024, 440 shares will vest on August 22, 2024, 440 shares will vest on November 22, 2024 and 440 shares will vest on February 22, 2025. Read SEC document |
| May 22, 2024 Filed May 23, 2024 18:26 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantRestricted Stock Units (Equity Grant) · Derivative | 4,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064139 · ownership.xml · derivative · entry 1 Prutow James · CIK 0002003827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,929 Underlying: Common Stock · 4,929 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2 · derivative.exercise_date: The restricted stock units vest on May 22, 2025. F2 · derivative.expiration_date: The restricted stock units vest on May 22, 2025. Read SEC document |
| November 28, 2023 Filed Feb 2, 2024 20:08 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantRestricted Stock Units (Equity Grant) · Derivative | 1,519 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-010875 · ownership.xml · derivative · entry 1 Prutow James · CIK 0002003827 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,519 Underlying: Common Stock · 1,519 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2 · derivative.exercise_date: The restricted stock units vest on May 28, 2024. F2 · derivative.expiration_date: The restricted stock units vest on May 28, 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.