Welcome to our dedicated page for Fortrea Holdings SEC filings (Ticker: FTRE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Fortrea Holdings Inc. (NASDAQ: FTRE) files a variety of reports and disclosures with the U.S. Securities and Exchange Commission as a public company. This SEC filings page brings those documents together and adds AI-powered summaries to help readers understand the information that Fortrea provides through its regulatory filings.
Fortrea’s filings include current reports on Form 8-K, which disclose material events such as quarterly financial results, tender offers for senior secured notes, amendments to equity inducement award plans and changes in the composition of the board of directors or executive leadership. These 8-Ks often reference accompanying press releases that describe Fortrea’s revenues, net income or loss, adjusted financial measures, guidance and other operating details.
As a NASDAQ-listed issuer in the Professional, Scientific, and Technical Services sector, Fortrea also files annual reports on Form 10-K and quarterly reports on Form 10-Q. These periodic reports provide more comprehensive discussions of the company’s clinical development solutions, risk factors, financial statements and management’s analysis of results. Over time, they document how Fortrea manages its contract research organization activities and capital structure.
On this page, AI-generated highlights can help explain key points from lengthy filings, such as the implications of a debt tender offer, the nature of an inducement award plan, or the significance of board and executive changes. Users can also review information about securities registered under Section 12(b), including Fortrea’s common stock and rights to purchase Series A preferred stock.
In addition, this page provides access to filings that may relate to compensation arrangements, governance policies and other matters relevant to investors and analysts who follow FTRE. Real-time updates from the SEC’s EDGAR system, combined with AI summaries, are intended to make Fortrea’s regulatory disclosures easier to navigate and interpret.
Fortrea Holdings Inc Schedule 13G/A shows The Vanguard Group reporting 0 shares beneficially owned of Common Stock, representing 0%. The filing explains an internal realignment on January 12, 2026 that led certain Vanguard subsidiaries/divisions to report ownership separately under SEC Release No. 34-39538.
Fortrea Holdings Inc. director Erin L. Russell reported a routine equity compensation event involving restricted stock units. On March 20, 2026, Russell exercised 23,946 Restricted Stock Units, receiving 23,946 shares of Fortrea common stock upon their scheduled vesting. Following this settlement, Russell directly holds 33,800 shares of common stock and 38,817 RSUs, representing her ongoing equity stake in the company through both shares and unvested units.
Fortrea Holdings Inc. Chief Operating Officer Mark A. Morais reported routine equity compensation activity and related tax sales. On March 13, 2026, he settled 4,284 Restricted Stock Units (RSUs), each converting into one share of Fortrea common stock on a scheduled vesting date.
On March 16, 2026, he sold 1,804 shares of common stock in an open-market transaction at a weighted average price of $9.22 per share to cover tax withholding obligations tied to the RSU vesting. The company’s equity plan requires this “sell to cover” approach, so the sale was not a discretionary trade.
After these transactions, Morais directly held 69,899 shares of common stock and 113,001 RSUs, and there were 4,625 additional shares held indirectly through his spouse.
Fortrea Holdings Inc. Chief Financial Officer Jill G. McConnell reported routine equity compensation activity and a small related share sale. On March 13, 2026, 4,284 Restricted Stock Units settled into an equal number of shares of common stock at a conversion price of $0.00 per share as part of their scheduled vesting.
On March 16, 2026, she sold 1,804 shares of common stock at a weighted average price of $9.22 per share in open-market transactions. Footnotes state these sales were mandated "sell to cover" trades solely to satisfy tax withholding obligations tied to the RSU vesting and were not discretionary.
After these transactions, McConnell directly held 72,276 shares of common stock and 151,847 RSUs. The RSUs are scheduled to vest in three substantially equal annual installments beginning on March 13, 2025, providing her with additional future share delivery as they vest.
Jill G. McConnell filed a Form 144 notice proposing the sale of 1,804 shares of Common Stock tied to restricted stock vesting on 03/13/2026.
The filing also lists earlier dispositions: 881 shares sold on 02/10/2026 and 5,061 shares sold on 03/10/2026.
Mark A. Morais reported insider transactions involving Common stock of FTRE. The filing lists a proposed sale tied to 03/13/2026 described as Restricted Stock Vesting (issuer/compensation). It also records sales of 1,179 shares on 02/10/2026 and 4,599 shares on 03/10/2026.
Fortrea Holdings Inc.’s Chief Accounting Officer Robert Parks reported routine equity compensation activity. On March 9, 2026, he exercised 5,270 Restricted Stock Units, receiving the same number of common shares at a price of $0.00 per share as part of scheduled vesting. On March 10, 2026, he sold a total of 1,927 common shares in open-market transactions at weighted average prices of $8.93 and $9.21 per share to cover tax withholding obligations required under the company’s equity incentive plans. Following these transactions, he directly holds 22,389 shares of common stock and 85,344 RSUs, reflecting a net increase in overall equity-based exposure despite the tax-related sales.
Fortrea Holdings Inc. Chief Operating Officer Mark A. Morais settled 13,966 Restricted Stock Units into the same number of shares of common stock at a conversion price of $0.00 per share. These RSUs vested on March 7, 2026 under the company’s equity incentive plan.
On March 10, 2026, he then executed open-market sales of 4,599 shares of common stock at weighted-average prices of $8.93 and $9.21 per share to cover tax withholding obligations tied to this vesting, pursuant to a mandatory “sell to cover” election and not as discretionary trades. After these transactions, he directly holds 67,419 shares of common stock and 117,285 RSUs, with an additional 4,625 shares held indirectly through his spouse.
Fortrea Holdings Inc. Chief Financial Officer Jill G. Mcconnell exercised restricted stock units and sold shares to cover taxes. On March 9, 2026, 15,283 Restricted Stock Units were settled into 15,283 shares of common stock at a conversion price of $0.00 per share on their scheduled vesting date. On March 10, 2026, a total of 5,061 common shares were sold in open-market transactions at weighted average prices of $8.93 and $9.21 per share to satisfy tax withholding obligations under the company’s equity incentive plans, which the company describes as mandated “sell to cover” transactions and not discretionary trades. After these transactions, Mcconnell directly holds 69,796 shares of common stock and 156,131 RSUs, reflecting her ongoing equity stake in Fortrea.
Parks Robert reported acquisition or exercise transactions in this Form 4 filing.
Fortrea Holdings Inc. reported that Chief Accounting Officer Robert Parks received a grant of 22,893 Restricted Stock Units (RSUs) tied to Fortrea common stock. Each RSU represents one future share, and they vest in three substantially equal annual installments beginning on March 6, 2027. Following this compensation award, Parks holds an aggregate 90,614 RSUs, aligning his incentives with the company’s long-term performance rather than reflecting any open-market stock purchase or sale.