Wellington reports 7.74% stake in Icon
Icon Public Limited Company reported a Schedule 13G/A amendment showing Wellington Management and affiliated entities beneficially own 7.74% of Icon's common stock as disclosed on the cover and Item 4 responses.
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Rhea-AI Filing Summary
Icon Public Limited Company reported a Schedule 13G/A amendment showing Wellington Management and affiliated entities beneficially own 7.74% of Icon's common stock as disclosed on the cover and Item 4 responses. The filing lists shared voting power of 5,145,562 shares and shared dispositive power of 5,913,037, with holdings owned of record by clients of the Wellington investment advisers.
Insights
Wellington reports a passive 7.74% ownership stake.
The amendment shows Wellington Management Group LLP and affiliated holding and adviser entities together report 7.74% beneficial ownership with 5,913,037 shares of shared dispositive power. The filing attributes record ownership to clients of Wellington Investment Advisers.
Cash‑flow treatment and any planned transactions are not specified in the excerpt; subsequent filings would disclose changes to holdings or voting intentions.
Filing clarifies control and reporting structure across Wellington entities.
The schedule identifies parent and subsidiary relationships: Wellington Management Group LLP owns Wellington Group Holdings LLP, which owns Wellington Investment Advisors Holdings LLP, which controls the Wellington Investment Advisers. The filing attributes shared voting and dispositive powers across these entities.
Because holdings are reported as owned of record by clients, the filing notes no single client is known to hold >5% individually.
Key Figures
Key Terms
Schedule 13G/A regulatory
beneficially own regulatory
owned of record by clients regulatory
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Wellington Management report in Icon (ICLR)?
Which Wellington entities filed the Schedule 13G/A for ICLR?
Are any individual clients reported to hold more than 5% of Icon stock?
What voting and dispositive powers are reported?
AI-generated analysis. How Rhea-AI works. Not financial advice.