Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QuidelOrtho CorpQDEL · Entity 4986 | Chief Administrative Officer | February 08, 2024 | February 16, 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 February 08, 2024 · Filed February 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (Converted)SEC Table II · derivative / convertible security | Direct | 839 |
Reported balance
After 2024-02-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-02-08 · Grant · Acquired 839 · Balance 839 F1: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2: The restricted stock units were received in ieu of cash payments to the reporting person under a deferred compensation program applicable to participating employees. Vested restricted stock units may be deferred, in which case, payment will occur according to the elected deferred schedule. F3: The restricted stock units vested on February 8, 2024. |
| Restricted Stock Units (Premium)SEC Table II · derivative / convertible security | Direct | 251 |
Reported balance
After 2024-02-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-02-08 · Grant · Acquired 251 · Balance 251 F1: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F2: The restricted stock units were received in ieu of cash payments to the reporting person under a deferred compensation program applicable to participating employees. Vested restricted stock units may be deferred, in which case, payment will occur according to the elected deferred schedule. F4: The restricted stock units vest on February 8, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock.
F2: The restricted stock units were received in ieu of cash payments to the reporting person under a deferred compensation program applicable to participating employees. Vested restricted stock units may be deferred, in which case, payment will occur according to the elected deferred schedule.
F3: The restricted stock units vested on February 8, 2024.
F4: The restricted stock units vest on February 8, 2025.
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 08, 2024 Filed Feb 13, 2024 02:43 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantRestricted Stock Units · Derivative | 9,593 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014148 · ownership.xml · derivative · entry 2 Klein Patrick · CIK 0001978037 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,593 Underlying: Common Stock · 9,593 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of QuidelOrtho Corporation common stock. F1 · derivative.exercise_date: 3,197 shares will vest on February 8, 2025; the remaining 6,396 shares will vest in equal installments on February 8, 2026 and February 8, 2027. F1 · derivative.expiration_date: 3,197 shares will vest on February 8, 2025; the remaining 6,396 shares will vest in equal installments on February 8, 2026 and February 8, 2027. Read SEC document |
| February 08, 2024 Filed Feb 13, 2024 02:43 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantNon-Qualified Stock Option · Derivative | 9,593 | $0.00 Strike: $67.02 | $0.00 |
DisclosureSEC source: 0000950170-24-014148 · ownership.xml · derivative · entry 1 Klein Patrick · CIK 0001978037 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,593 Underlying: Common Stock · 9,593 shares Expires 2034-02-08 F1 · derivative.exercise_date: 3,197 shares will vest on February 8, 2025; the remaining 6,396 shares will vest in equal installments on February 8, 2026 and February 8, 2027. Read SEC document |
| February 08, 2024 Filed Feb 16, 2024 21:08 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantRestricted Stock Units (Premium) · Derivative | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016355 · ownership.xml · derivative · entry 2 Klein Patrick · CIK 0001978037 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251 Underlying: Common Stock · 251 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 were received in ieu of cash payments to the reporting person under a deferred compensation program applicable to participating employees. Vested restricted stock units may be deferred, in which case, payment will occur according to the elected deferred schedule. F4 · derivative.exercise_date: The restricted stock units vest on February 8, 2025. F2 · derivative.expiration_date: The restricted stock units were received in ieu of cash payments to the reporting person under a deferred compensation program applicable to participating employees. Vested restricted stock units may be deferred, in which case, payment will occur according to the elected deferred schedule. F4 · derivative.expiration_date: The restricted stock units vest on February 8, 2025. Read SEC document |
| February 08, 2024 Filed Feb 16, 2024 21:08 UTC | QuidelOrtho Corp QDEL · Entity 4986 | GrantRestricted Stock Units (Converted) · Derivative | 839 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016355 · ownership.xml · derivative · entry 1 Klein Patrick · CIK 0001978037 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 839 Underlying: Common Stock · 839 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 were received in ieu of cash payments to the reporting person under a deferred compensation program applicable to participating employees. Vested restricted stock units may be deferred, in which case, payment will occur according to the elected deferred schedule. F3 · derivative.exercise_date: The restricted stock units vested on February 8, 2024. F2 · derivative.expiration_date: The restricted stock units were received in ieu of cash payments to the reporting person under a deferred compensation program applicable to participating employees. Vested restricted stock units may be deferred, in which case, payment will occur according to the elected deferred schedule. F3 · derivative.expiration_date: The restricted stock units vested on February 8, 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.