Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertiv Holdings CoVRT · Entity 440 | Chief Accounting Officer | March 08, 2024 | March 12, 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.
Vertiv Holdings Co
Report date March 08, 2024 · Filed March 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-03-08 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2024-03-08 · Exercise / conversion · Acquired 38,590 · Balance 38,590 Row 2 · 2024-03-08 · Exercise / conversion · Acquired 18,004 · Balance 56,594 Row 3 · 2024-03-08 · Sale · Disposed 21,558 · Balance 35,036 F1: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $69.71 to $70.70. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, 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 ranges set forth in this footnote and in footnotes 2 and 3. Row 4 · 2024-03-08 · Sale · Disposed 32,736 · Balance 2,300 F2: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $70.71 to $71.70. Row 5 · 2024-03-08 · Sale · Disposed 2,300 · Balance 0 F3: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $71.71 to $71.86. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $11.50 · Expires 2032-03-03 | Direct | 38,591 |
Reported balance
After 2024-03-08 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-03-08 · Exercise / conversion · Disposed 38,590 · Balance 38,591 F5: The portion of the option award exercised in this transaction was fully vested and exercisable on the transaction date. The remaining portion of the option award will become vested and exercisable in equal installments on March 3, 2025, and March 3, 2026. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $17.92 · Expires 2030-10-27 | Direct | 54,012 |
Reported balance
After 2024-03-08 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-03-08 · Exercise / conversion · Disposed 18,004 · Balance 54,012 F6: The portion of the option award exercised in this transaction was fully vested and exercisable on the transaction date. The remaining portion of the option award will become vested and exercisable on October 27, 2024. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 401(k) plan | 895.95 |
Reported balance
Holding disclosure · report date 2024-03-08 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 895.95 F4: Reflects shares acquired under the Company's 401(k) plan in transactions exempt from reporting requirements. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $69.71 to $70.70. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, 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 ranges set forth in this footnote and in footnotes 2 and 3.
F2: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $70.71 to $71.70.
F3: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $71.71 to $71.86.
F4: Reflects shares acquired under the Company's 401(k) plan in transactions exempt from reporting requirements.
F5: The portion of the option award exercised in this transaction was fully vested and exercisable on the transaction date. The remaining portion of the option award will become vested and exercisable in equal installments on March 3, 2025, and March 3, 2026.
F6: The portion of the option award exercised in this transaction was fully vested and exercisable on the transaction date. The remaining portion of the option award will become vested and exercisable on October 27, 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 |
|---|---|---|---|---|---|---|
| March 08, 2024 Filed Mar 12, 2024 01:13 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Options · Derivative | 18,004 | $0.00 Strike: $17.92 | $0.00 |
DisclosureSEC source: 0000950142-24-000663 · es240456529_4-cripps.xml · derivative · entry 8 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,012 Underlying: Class A Common Stock · 18,004 shares Expires 2030-10-27 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. F6 · derivative.exercise_date: The portion of the option award exercised in this transaction was fully vested and exercisable on the transaction date. The remaining portion of the option award will become vested and exercisable on October 27, 2024. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 01:13 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionStock Options · Derivative | 38,590 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0000950142-24-000663 · es240456529_4-cripps.xml · derivative · entry 7 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,591 Underlying: Class A Common Stock · 38,590 shares Expires 2032-03-03 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. F5 · derivative.exercise_date: The portion of the option award exercised in this transaction was fully vested and exercisable on the transaction date. The remaining portion of the option award will become vested and exercisable in equal installments on March 3, 2025, and March 3, 2026. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 01:13 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleCommon Stock | 2,300 | $71.78 | $165,094.00 |
DisclosureSEC source: 0000950142-24-000663 · es240456529_4-cripps.xml · nonDerivative · entry 5 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · price: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $71.71 to $71.86. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 01:13 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleCommon Stock | 32,736 | $70.98 | $2,323,601.28 |
DisclosureSEC source: 0000950142-24-000663 · es240456529_4-cripps.xml · nonDerivative · entry 4 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,300 F2 · price: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $70.71 to $71.70. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 01:13 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleCommon Stock | 21,558 | $70.33 | $1,516,174.14 |
DisclosureSEC source: 0000950142-24-000663 · es240456529_4-cripps.xml · nonDerivative · entry 3 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,036 F1 · price: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $69.71 to $70.70. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, 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 ranges set forth in this footnote and in footnotes 2 and 3. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 01:13 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionCommon Stock | 18,004 | $17.92 | $322,631.68 |
DisclosureSEC source: 0000950142-24-000663 · es240456529_4-cripps.xml · nonDerivative · entry 2 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,594 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 08, 2024 Filed Mar 12, 2024 01:13 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionCommon Stock | 38,590 | $11.50 | $443,785.00 |
DisclosureSEC source: 0000950142-24-000663 · es240456529_4-cripps.xml · nonDerivative · entry 1 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,590 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 07, 2024 Filed Mar 12, 2024 01:00 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 12,605 | $0.00 Strike: $72.09 | $0.00 |
DisclosureSEC source: 0001628280-24-010336 · wk-form4_1710205229.xml · derivative · entry 1 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,605 Underlying: Class A Common Stock · 12,605 shares Expires 2034-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2024. Read SEC document |
| September 07, 2023 Filed Sep 8, 2023 20:21 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 36,008 | $0.00 Strike: $17.92 | $0.00 |
DisclosureSEC source: 0001628280-23-031864 · wk-form4_1694204452.xml · derivative · entry 5 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,008 Underlying: Class A Common Stock · 36,008 shares Expires 2030-10-27 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: The portion of the option award exercised in this transaction was fully vested and exercisable on the transaction date. The remaining portion of the option award will become vested and exercisable in equal installments on October 27, 2023 and October 27, 2024. Read SEC document |
| September 07, 2023 Filed Sep 8, 2023 20:21 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 32,674 | $38.53 | $1,258,929.22 |
DisclosureSEC source: 0001628280-23-031864 · wk-form4_1694204452.xml · nonDerivative · entry 3 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $37.82 to $37.94, and $37.98 to $38.95, respectively. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, 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 ranges set forth in this footnote. Read SEC document |
| September 07, 2023 Filed Sep 8, 2023 20:21 UTC | Vertiv Holdings Co VRT · Entity 440 | SaleClass A Common Stock | 3,334 | $37.87 | $126,258.58 |
DisclosureSEC source: 0001628280-23-031864 · wk-form4_1694204452.xml · nonDerivative · entry 2 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,674 F1 · price: Represents the weighted average sale price. The trades were executed in a series of transactions with price ranges of $37.82 to $37.94, and $37.98 to $38.95, respectively. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, 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 ranges set forth in this footnote. Read SEC document |
| September 07, 2023 Filed Sep 8, 2023 20:21 UTC | Vertiv Holdings Co VRT · Entity 440 | Exercise / conversionClass A Common Stock | 36,008 | $17.92 | $645,263.36 |
DisclosureSEC source: 0001628280-23-031864 · wk-form4_1694204452.xml · nonDerivative · entry 1 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,008 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 07, 2023 Filed Mar 9, 2023 22:10 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 28,612 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007351 · wf-form4_167839982551620.xml · derivative · entry 2 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,612 Underlying: Class A Common Stock · 28,612 shares Expires 2033-03-07 F2 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of December 1, 2022. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:10 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 49,356 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007351 · wf-form4_167839982551620.xml · derivative · entry 1 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,356 Underlying: Class A Common Stock · 49,356 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 03, 2022 Filed Mar 8, 2022 01:25 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 77,181 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0000950142-22-000963 · es220232167_4-cripps.xml · derivative · entry 1 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,181 Underlying: Class A Common Stock · 77,181 shares Expires 2032-03-03 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of March 3, 2023, March 3, 2024, March 3, 2025, and March 3, 2026. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:33 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 16,666 | $0.00 Strike: $27.46 | $0.00 |
DisclosureSEC source: 0001628280-21-013470 · wf-form4_162525798475743.xml · derivative · entry 2 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,666 Underlying: Class A Common Stock · 16,666 shares Expires 2031-07-01 F2 · derivative.exercise_date: The stock options will become vested and exercisable in 25% installments on each of the first four anniversaries of the grant date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:33 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 17.895 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-013470 · wf-form4_162525798475743.xml · nonDerivative · entry 1 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 17.895 F1 · balance_after: Reflects shares acquired under the Company's 401(k) plan in transactions exempt from reporting requirements Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 01:01 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 30,688 | $0.00 Strike: $20.93 | $0.00 |
DisclosureSEC source: 0000950142-21-000817 · es210135131_4-cripps.xml · derivative · entry 1 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,688 Underlying: Class A Common Stock · 30,688 shares Expires 2031-02-26 F1 · derivative.exercise_date: The stock options will vest as to 7,672 on February 26, 2022, February 26, 2023, February 26, 2024, and February 26, 2025. Read SEC document |
| October 27, 2020 Filed Oct 29, 2020 18:54 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 72,016 | $0.00 Strike: $17.92 | $0.00 |
DisclosureSEC source: 0001674101-20-000006 · wf-form4_160399765090738.xml · derivative · entry 1 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,016 Underlying: Class A Common Stock · 72,016 shares Expires 2030-10-27 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of October 27, 2021, October 27, 2022, October 27, 2023 and October 27, 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.