Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QuidelOrtho CorpQDEL · Entity 4986 | SVP, Chief Information Officer | April 26, 2024 | April 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 April 26, 2024 · Filed April 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,154 |
Ending reported balance
After 2024-04-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-04-26 · Grant · Acquired 1,459 · Balance 2,692 F1: Reflects release of restricted stock units that were previously reported on a Form 4. Row 2 · 2024-04-26 · Tax withholding · Disposed 538 · Balance 2,154 F2: Disposition of shares, as set forth above, was in connection with the Issuer's withholding of common shares to satisfy tax withholding obligations related to the issuance of common shares upon release of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,918 |
Reported balance
After 2024-04-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-04-26 · Exercise / conversion · Disposed 1,459 · Balance 2,918 F3: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F4: 1,459 shares vested on April 26, 2024; 1,459 shares will vest on April 26, 2025; and 1,459 shares will vest on April 26, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects release of restricted stock units that were previously reported on a Form 4.
F2: Disposition of shares, as set forth above, was in connection with the Issuer's withholding of common shares to satisfy tax withholding obligations related to the issuance of common shares upon release of restricted stock units.
F3: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock.
F4: 1,459 shares vested on April 26, 2024; 1,459 shares will vest on April 26, 2025; and 1,459 shares will vest on April 26, 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 |
|---|---|---|---|---|---|---|
| April 26, 2024 Filed Apr 30, 2024 21:43 UTC | QuidelOrtho Corp QDEL · Entity 4986 | Exercise / conversionRestricted Stock Units · Derivative | 1,459 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-050704 · ownership.xml · derivative · entry 3 Brandy Louise · CIK 0001978061 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,918 Underlying: Common Stock · 1,459 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. F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F4 · derivative.exercise_date: 1,459 shares vested on April 26, 2024; 1,459 shares will vest on April 26, 2025; and 1,459 shares will vest on April 26, 2026. F4 · derivative.expiration_date: 1,459 shares vested on April 26, 2024; 1,459 shares will vest on April 26, 2025; and 1,459 shares will vest on April 26, 2026. Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 21:43 UTC | QuidelOrtho Corp QDEL · Entity 4986 | Tax withholdingCommon Stock | 538 | $39.64 | $21,326.32 |
DisclosureSEC source: 0000950170-24-050704 · ownership.xml · nonDerivative · entry 2 Brandy Louise · CIK 0001978061 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,154 F2 · shares: Disposition of shares, as set forth above, was in connection with the Issuer's withholding of common shares to satisfy tax withholding obligations related to the issuance of common shares upon release of restricted stock units. Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 21:43 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantCommon Stock | 1,459 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-050704 · ownership.xml · nonDerivative · entry 1 Brandy Louise · CIK 0001978061 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,692 F1 · shares: Reflects release of restricted stock units that were previously reported on a Form 4. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 21:07 UTC | QuidelOrtho Corp QDEL · Entity 4986 | Exercise / conversionRestricted Stock Units · Derivative | 473 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016352 · ownership.xml · derivative · entry 3 Brandy Louise · CIK 0001978061 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 947 Underlying: Common Stock · 473 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. F4 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F5 · derivative.exercise_date: 473 shares vested on February 14, 2024; 473 shares will vest on February 14, 2025; and 474 shares will vest on February 14, 2026. F5 · derivative.expiration_date: 473 shares vested on February 14, 2024; 473 shares will vest on February 14, 2025; and 474 shares will vest on February 14, 2026. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 21:07 UTC | QuidelOrtho Corp QDEL · Entity 4986 | Tax withholdingCommon Stock | 194 | $45.27 | $8,782.38 |
DisclosureSEC source: 0000950170-24-016352 · ownership.xml · nonDerivative · entry 2 Brandy Louise · CIK 0001978061 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,233 F3 · shares: Disposition of shares, as set forth above, was in connection with the Issuer's withholding of common shares to satisfy tax withholding obligations related to the issuance of common shares upon release of restricted stock units. Read SEC document |
| February 08, 2024 Filed Feb 13, 2024 02:44 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantRestricted Stock Units · Derivative | 5,756 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014150 · ownership.xml · derivative · entry 2 Brandy Louise · CIK 0001978061 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,756 Underlying: Common Stock · 5,756 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F3 · derivative.exercise_date: 1,918 shares will vest on February 8, 2025; the remaining 3,838 shares will vest in equal installments on February 8, 2026 and February 8, 2027. F3 · derivative.expiration_date: 1,918 shares will vest on February 8, 2025; the remaining 3,838 shares will vest in equal installments on February 8, 2026 and February 8, 2027. Read SEC document |
| February 08, 2024 Filed Feb 13, 2024 02:44 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantNon-Qualified Stock Option · Derivative | 5,755 | $0.00 Strike: $67.02 | $0.00 |
DisclosureSEC source: 0000950170-24-014150 · ownership.xml · derivative · entry 1 Brandy Louise · CIK 0001978061 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,755 Underlying: Common Stock · 5,755 shares Expires 2034-02-08 F1 · derivative.exercise_date: 3,836 shares will vest in equal installments on February 8, 2025 and February 8, 2026; the remaining1,919 shares will vest on February 8, 2027. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 22:14 UTC | QuidelOrtho Corp QDEL · Entity 4986 | Exercise / conversionRestricted Stock Units · Derivative | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-034577 · doc4.xml · derivative · entry 3 Brandy Louise · CIK 0001978061 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,240 Underlying: Common Stock · 620 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. F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F4 · derivative.exercise_date: 620 shares vested on June 1, 2023; the remaining 1,240 shares will vest in equal installments on June 1, 2024 and June 1, 2025. F4 · derivative.expiration_date: 620 shares vested on June 1, 2023; the remaining 1,240 shares will vest in equal installments on June 1, 2024 and June 1, 2025. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 22:14 UTC | QuidelOrtho Corp QDEL · Entity 4986 | Tax withholdingCommon Stock | 215 | $85.65 | $18,414.75 |
DisclosureSEC source: 0001209191-23-034577 · doc4.xml · nonDerivative · entry 2 Brandy Louise · CIK 0001978061 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 878 F2 · shares: Disposition of shares, as set forth above, was in connection with the Issuer's withholding of common shares to satisfy tax withholding obligations related to the issuance of common shares upon release of restricted stock units. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 22:14 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantCommon Stock | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-034577 · doc4.xml · nonDerivative · entry 1 Brandy Louise · CIK 0001978061 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,093 F1 · shares: Reflects release of restricted stock units that were previously reported on a Form 3. Read SEC document |
| February 14, 2022 Filed Feb 16, 2024 21:07 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantCommon Stock | 473 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016352 · ownership.xml · nonDerivative · entry 1 Brandy Louise · CIK 0001978061 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,427 F1 · shares: Reflects release of restricted stock units that were previously reported on a Form 4. F2 · balance_after: The amount of shares beneficially owned following this transaction includes an additional 76 shares due to the Reporting Person's purchase of shares pursuant to the Issuer's Employee Stock Purchase Plan. 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.