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CLOV

CLOVER HEALTH INVESTMENTS, CORP. /DE

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4419
SEC CIK
0001801170
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342

Last 12 months

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0 purchase rows · 35 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202501
Jan 202602
Feb 202600
Mar 202602
Apr 202600
May 202603
Jun 202605
Jul 2026010
Aug 202602
Sep 202606
Oct 202603

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 15, 2025 Filed Oct 17, 2025 20:40 UTC
Soares KarenGeneral Counsel & Secretary
Tax withholdingClass A Common Stock 57,249 $2.80 $160,297.20
Disclosure

SEC source: 0001999086-25-000007 · wk-form4_1760733649.xml · nonDerivative · entry 1

Soares Karen · CIK 0001999086 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,405,835

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations on October 15, 2025, due to the vesting of 25% of the original number of restricted stock units (RSUs) granted to the Reporting Person on October 15, 2024, and timely reported on a Form 4 filed on October 17, 2024. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on October 15, 2028, subject to the continued service of the Reporting Person on each such vesting date.

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October 15, 2025 Filed Oct 17, 2025 20:38 UTC
Wai ConradCEO, Counterpart Health
Tax withholdingClass A Common Stock 92,181 $2.80 $258,106.80
Disclosure

SEC source: 0001971702-25-000006 · wk-form4_1760733489.xml · nonDerivative · entry 1

Wai Conrad · CIK 0001971702 · CEO, Counterpart Health

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,274,463

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations on October 15, 2025, due to the vesting of 25% of the original number of restricted stock units (RSUs) granted to the Reporting Person on October 15, 2024, and timely reported on a Form 4 filed on October 17, 2024. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on October 15, 2028, subject to the continued service of the Reporting Person on each such vesting date.

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October 07, 2025 Filed Oct 7, 2025 20:37 UTC
Reynoso Jamie L.CEO, Medicare Advantage
SaleClass A Common Stock 2,012 $2.65 $5,331.80
Disclosure

SEC source: 0001801170-25-000240 · wk-form4_1759869459.xml · nonDerivative · entry 2

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,043,172

F2 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2025. These shares were sold at a price of $2.65.

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October 03, 2025 Filed Oct 7, 2025 20:37 UTC
Reynoso Jamie L.CEO, Medicare Advantage
Tax withholdingClass A Common Stock 8,706 $2.59 $22,548.54
Disclosure

SEC source: 0001801170-25-000240 · wk-form4_1759869459.xml · nonDerivative · entry 1

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,045,184

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations due to the vesting on October 3, 2025, of 6.25% of the restricted stock units ("RSUs") granted to the Reporting Person on January 3, 2023, and originally reported on a Form 4 filed on January 5, 2023. The remaining RSUs will vest in equal quarterly installments, with the final vesting occurring on January 3, 2027, in each case subject to the continued service of the Reporting Person on each such vesting date.

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October 01, 2025 Filed Oct 3, 2025 20:10 UTC
Toy AndrewDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 308,950 $2.62 $809,449.00
Disclosure

SEC source: 0001801170-25-000239 · wk-form4_1759522212.xml · nonDerivative · entry 1

Toy Andrew · CIK 0001838733 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,165,562

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations on October 1, 2025, due to the vesting of 6.25% of the original number of restricted stock units (RSUs) granted to the Reporting Person on January 1, 2023, and timely reported on a Form 4 filed on January 4, 2023. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on January 1, 2027, subject to the continued service of the Reporting Person on each such vesting date.

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September 17, 2025 Filed Sep 19, 2025 20:13 UTC
Reynoso Jamie L.CEO, Medicare Advantage
SaleClass A Common Stock 4,914 $3.09 $15,184.26
Disclosure

SEC source: 0001839066-25-000010 · wk-form4_1758312781.xml · nonDerivative · entry 1

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,053,890

F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2025. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.06 to $3.13, inclusive. The Reporting Person undertakes to provide to the SEC staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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September 15, 2025 Filed Sep 16, 2025 21:07 UTC
Reynoso Jamie L.CEO, Medicare Advantage
Tax withholdingClass A Common Stock 8,691 $3.14 $27,289.74
Disclosure

SEC source: 0001801170-25-000229 · wk-form4_1758056852.xml · nonDerivative · entry 2

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,058,804

F2 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations due to the vesting on September 15, 2024, of 6.25% of the restricted stock units granted to the Reporting Person on September 16, 2022, and originally reported on a Form 4 filed on September 20, 2022. The remaining RSUs will vest in equal quarterly installments, with the final vesting occurring on September 16, 2026, in each case subject to the continued service of the Reporting Person on each such vesting date.

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September 15, 2025 Filed Sep 17, 2025 23:32 UTC
Soares KarenGeneral Counsel & Secretary
Tax withholdingClass A Common Stock 6,403 $3.14 $20,105.42
Disclosure

SEC source: 0001801170-25-000231 · wk-form4_1758151921.xml · nonDerivative · entry 1

Soares Karen · CIK 0001999086 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,463,084

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on September 15, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on September 15, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on September 15, 2026, subject to the continued service of the Reporting Person on each such vesting date.

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September 14, 2025 Filed Sep 16, 2025 21:07 UTC
Reynoso Jamie L.CEO, Medicare Advantage
Tax withholdingClass A Common Stock 12,567 $3.06 $38,455.02
Disclosure

SEC source: 0001801170-25-000229 · wk-form4_1758056852.xml · nonDerivative · entry 1

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,067,495

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on September 14, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022, and originally reported on a Form 4 filed on March 16, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on March 14, 2026, subject to the continued service of the Reporting Person on each such vesting date.

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September 14, 2025 Filed Sep 16, 2025 20:19 UTC
Wai ConradCEO, Counterpart Health
Tax withholdingClass A Common Stock 98,412 $3.06 $301,140.72
Disclosure

SEC source: 0001801170-25-000227 · wk-form4_1758053947.xml · nonDerivative · entry 1

Wai Conrad · CIK 0001971702 · CEO, Counterpart Health

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,573,425

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on September 14, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on March 14, 2026, subject to the continued service of the Reporting Person on each such vesting date.

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August 14, 2025 Filed Aug 18, 2025 21:31 UTC
Soares KarenGeneral Counsel & Secretary
Tax withholdingClass A Common Stock 7,459 $2.57 $19,169.63
Disclosure

SEC source: 0001801170-25-000223 · wk-form4_1755552710.xml · nonDerivative · entry 1

Soares Karen · CIK 0001999086 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,469,487

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on August 14, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on February 14, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on February 14, 2026, subject to the continued service of the Reporting Person on each such vesting date.

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August 13, 2025 Filed Aug 14, 2025 20:44 UTC PurchaseClass A Common Stock 14,500 $2.59 $37,555.00
Disclosure

SEC source: 0001801170-25-000221 · wk-form4_1755204262.xml · nonDerivative · entry 2

Loengard Anna U · CIK 0001952723 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Daughter IRA

Disclosed balance after: 29,610

F2 · ownership.nature: Held in a custodial IRA for the benefit of Reporting Person's daughter, for which the Reporting Person serves as custodian.

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August 13, 2025 Filed Aug 14, 2025 20:44 UTC PurchaseClass A Common Stock 12,000 $2.60 $31,200.00
Disclosure

SEC source: 0001801170-25-000221 · wk-form4_1755204262.xml · nonDerivative · entry 1

Loengard Anna U · CIK 0001952723 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son IRA

Disclosed balance after: 27,600

F1 · ownership.nature: Held in a custodial IRA for the benefit of Reporting Person's son, for which the Reporting Person serves as custodian.

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August 08, 2025 Filed Aug 8, 2025 20:07 UTC
Garipalli VivekDirector · 10% owner
PurchaseClass A Common Stock 31,980 $2.17 $69,396.60
Disclosure

SEC source: 0001801170-25-000207 · wk-form4_1754683623.xml · nonDerivative · entry 2

Garipalli Vivek · CIK 0001839260 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,856,247

F2 · price: The price reported in Column 4 is a weighted average price. These shares were bought in multiple transactions at prices ranging from $2.15 to $2.21, inclusive. The Reporting Person undertakes to provide to Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the range set forth in this Footnote 2 to this Form 4.

Read SEC document
August 08, 2025 Filed Aug 12, 2025 20:47 UTC
Toy AndrewDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 85,535 $2.18 $186,466.30
Disclosure

SEC source: 0001801170-25-000219 · wk-form4_1755031617.xml · nonDerivative · entry 1

Toy Andrew · CIK 0001838733 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,474,512

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on August 8, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on August 8, 2022, and timely reported on a Form 4 filed on August 10, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on August 8, 2026, subject to the continued service of the Reporting Person on each such vesting date.

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August 07, 2025 Filed Aug 8, 2025 20:07 UTC
Garipalli VivekDirector · 10% owner
PurchaseClass A Common Stock 415,000 $2.24 $929,600.00
Disclosure

SEC source: 0001801170-25-000207 · wk-form4_1754683623.xml · nonDerivative · entry 1

Garipalli Vivek · CIK 0001839260 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,824,267

F1 · price: The price reported in Column 4 is a weighted average price. These shares were bought in multiple transactions at prices ranging from $2.16 to $2.32, inclusive. The Reporting Person undertakes to provide to Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the range set forth in this Footnote 1 to this Form 4.

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August 04, 2025 Filed Aug 6, 2025 20:59 UTC
Reynoso Jamie L.CEO, Medicare Advantage
SaleClass A Common Stock 6,823 $2.89 $19,718.47
Disclosure

SEC source: 0001801170-25-000198 · wk-form4_1754513958.xml · nonDerivative · entry 1

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,261,485

F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2025. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.86 to $2.93, inclusive. The Reporting Person undertakes to provide to the SEC staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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July 31, 2025 Filed Aug 4, 2025 21:31 UTC
Reynoso Jamie L.CEO, Medicare Advantage
Tax withholdingClass A Common Stock 29,513 $2.89 $85,292.57
Disclosure

SEC source: 0001801170-25-000188 · wk-form4_1754343063.xml · nonDerivative · entry 1

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,268,308

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on July 31, 2025, of 12.5% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on October 31, 2023, and timely reported on a Form 4 filed on November 2, 2023. The remaining RSUs have a final vesting date on October 31, 2025, subject to the continued service of the Reporting Person on each such vesting date.

Read SEC document
July 31, 2025 Filed Aug 4, 2025 21:07 UTC Amendment
Soares KarenGeneral Counsel & Secretary
Tax withholdingClass A Common Stock 38,086 $2.89 $110,068.54
Disclosure

SEC source: 0001801170-25-000187 · wk-form4a_1754341623.xml · nonDerivative · entry 2

Soares Karen · CIK 0001999086 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,476,946

F2 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on July 31, 2025, of 12.5% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on October 31, 2023, and timely reported on a Form 4 filed on November 2, 2023. The remaining RSUs have a final vesting date occurring on October 31, 2025, subject to the continued service of the Reporting Person on each such vesting date.

F3 · balance_after: Number reflects total directly held Class A Common Stock taking into account the amended number and subsequent transactions through July 31, 2025.

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July 31, 2025 Filed Aug 4, 2025 20:45 UTC
Wai ConradCEO, Counterpart Health
Tax withholdingClass A Common Stock 27,930 $2.89 $80,717.70
Disclosure

SEC source: 0001801170-25-000186 · wk-form4_1754340322.xml · nonDerivative · entry 1

Wai Conrad · CIK 0001971702 · CEO, Counterpart Health

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,671,837

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on July 31, 2025, of 12.5% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on October 31, 2023, and timely reported on a Form 4 filed on November 2, 2023. The remaining RSUs have a final vesting date occurring on October 31, 2025, subject to the continued service of the Reporting Person on each such vesting date.

Read SEC document
July 31, 2025 Filed Aug 4, 2025 20:40 UTC
Priest Brady PatrickCEO of Home Care
Tax withholdingClass A Common Stock 25,081 $2.89 $72,484.09
Disclosure

SEC source: 0001801170-25-000185 · wk-form4_1754340005.xml · nonDerivative · entry 1

Priest Brady Patrick · CIK 0001938197 · CEO of Home Care

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,471,357

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on July 31, 2025, of 12.5% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on October 31, 2023, and timely reported on a Form 4 filed on November 2, 2023. The remaining RSUs have a final vesting date occurring on October 31, 2025, subject to the continued service of the Reporting Person on each such vesting date.

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July 29, 2025 Filed Jul 31, 2025 20:42 UTC
Kuipers Peter J.Chief Financial Officer
Tax withholdingClass A Common Stock 217,382 $2.89 $628,233.98
Disclosure

SEC source: 0001801170-25-000182 · wk-form4_1753994500.xml · nonDerivative · entry 1

Kuipers Peter J. · CIK 0001651691 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,132,591

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on July 29, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on April 29, 2024. The remaining RSUs vest in equal quarterly installments beginning on the date that is three months after July 29, 2025, and ending on April 29, 2028, in each case subject to the continued service of the Reporting Person on such vesting date.

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July 23, 2025 Filed Jul 24, 2025 20:11 UTC
Wai ConradCEO, Counterpart Health
SaleClass A Common Stock 91,197 $3.32 $302,774.04
Disclosure

SEC source: 0001801170-25-000176 · wk-form4_1753387862.xml · nonDerivative · entry 2

Wai Conrad · CIK 0001971702 · CEO, Counterpart Health

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust.

Disclosed balance after: 1,403,701

F3 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 3, 2025. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.25 to $3.40, inclusive. The Reporting Person undertakes to provide to the SEC staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F2 · ownership.nature: Shares held in trust for the benefit of the Reporting Person's family, of which the Reporting Person is a co-trustee.

Read SEC document
July 22, 2025 Filed Jul 24, 2025 20:11 UTC
Wai ConradCEO, Counterpart Health
SaleClass A Common Stock 118,600 $3.29 $390,194.00
Disclosure

SEC source: 0001801170-25-000176 · wk-form4_1753387862.xml · nonDerivative · entry 1

Wai Conrad · CIK 0001971702 · CEO, Counterpart Health

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust.

Disclosed balance after: 1,494,898

F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 3, 2025. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.25 to $3.37, inclusive. The Reporting Person undertakes to provide to the SEC staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F2 · ownership.nature: Shares held in trust for the benefit of the Reporting Person's family, of which the Reporting Person is a co-trustee.

Read SEC document
July 18, 2025 Filed Jul 22, 2025 20:37 UTC Amendment
Priest Brady PatrickCEO of Home Care
Tax withholdingClass A Common Stock 48,305 $2.94 $142,016.70
Disclosure

SEC source: 0001801170-25-000174 · wk-form4a_1753216626.xml · nonDerivative · entry 2

Priest Brady Patrick · CIK 0001938197 · CEO of Home Care

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,496,438

F2 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on July 18, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on July 18, 2022, and timely reported on a Form 4 filed on July 19, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on July 18, 2026, subject to the continued service of the Reporting Person on each such vesting date.

F3 · balance_after: Number reflects total directly held Class A Common Stock taking into account the amended number and subsequent transactions through July 18, 2025.

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July 08, 2025 Filed Jul 10, 2025 23:24 UTC Amendment
Wai ConradCEO, Counterpart Health
SaleClass A Common Stock 15,203 $3.26 $49,561.78
Disclosure

SEC source: 0001801170-25-000170 · wk-form4a_1752189870.xml · nonDerivative · entry 2

Wai Conrad · CIK 0001971702 · CEO, Counterpart Health

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust.

Disclosed balance after: 1,613,498

F3 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 3, 2025. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.25 to $3.27, inclusive. The Reporting Person undertakes to provide to the SEC staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F4 · ownership.nature: Shares held in trust for the benefit of the Reporting Person's family, of which the Reporting Person is a co-trustee.

Read SEC document
July 07, 2025 Filed Jul 8, 2025 21:15 UTC
Reynoso Jamie L.CEO, Medicare Advantage
SaleClass A Common Stock 2,012 $2.85 $5,734.20
Disclosure

SEC source: 0001801170-25-000168 · wk-form4_1752009297.xml · nonDerivative · entry 3

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,297,821

F3 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2025. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.81 to $2.88, inclusive. The Reporting Person undertakes to provide to the SEC staff, the issuer, or any security holder of the issuer, 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
July 03, 2025 Filed Jul 8, 2025 21:15 UTC
Reynoso Jamie L.CEO, Medicare Advantage
Tax withholdingClass A Common Stock 8,706 $2.56 $22,287.36
Disclosure

SEC source: 0001801170-25-000168 · wk-form4_1752009297.xml · nonDerivative · entry 2

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,299,833

F2 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations due to the vesting on July 3, 2025, of 6.25% of the restricted stock units ("RSUs") granted to the Reporting Person on January 3, 2023, and originally reported on a Form 4 filed on January 5, 2023. The remaining RSUs will vest in equal quarterly installments, with the final vesting occurring on January 3, 2027, in each case subject to the continued service of the Reporting Person on each such vesting date.

Read SEC document
July 03, 2025 Filed Jul 8, 2025 21:15 UTC
Reynoso Jamie L.CEO, Medicare Advantage
SaleClass A Common Stock 19,789 $2.58 $51,055.62
Disclosure

SEC source: 0001801170-25-000168 · wk-form4_1752009297.xml · nonDerivative · entry 1

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,308,539

F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2025. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.54 to $2.63, inclusive. The Reporting Person undertakes to provide to the SEC staff, the issuer, or any security holder of the issuer, 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
July 01, 2025 Filed Jul 3, 2025 20:21 UTC
Toy AndrewDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 308,950 $2.75 $849,612.50
Disclosure

SEC source: 0001801170-25-000166 · wk-form4_1751574092.xml · nonDerivative · entry 1

Toy Andrew · CIK 0001838733 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,560,047

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations on July 1, 2025, due to the vesting of 6.25% of the original number of restricted stock units (RSUs) granted to the Reporting Person on January 1, 2023, and timely reported on a Form 4 filed on January 4, 2023. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on January 1, 2027, subject to the continued service of the Reporting Person on each such vesting date.

Read SEC document
June 30, 2025 Filed Jul 2, 2025 20:47 UTC
Reynoso Jamie L.CEO, Medicare Advantage
Tax withholdingClass A Common Stock 85,596 $2.79 $238,812.84
Disclosure

SEC source: 0001801170-25-000165 · wk-form4_1751489245.xml · nonDerivative · entry 2

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,328,328

F2 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations due to the vesting of 1/3 of the number of earned restricted stock units, as described above.

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June 30, 2025 Filed Jul 2, 2025 20:47 UTC
Reynoso Jamie L.CEO, Medicare Advantage
GrantClass A Common Stock 217,523 $0.00 $0.00
Disclosure

SEC source: 0001801170-25-000165 · wk-form4_1751489245.xml · nonDerivative · entry 1

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,413,924

F1 · shares: Represents restricted stock units, each representing a right to a share of Class A Common Stock, earned in connection with the determination of the level of performance achievement in satisfaction of vesting conditions underlying a performance-based restricted share unit grant awarded on March 16, 2023. The final one-third of the number of earned restricted stock units vested and were settled on June 30, 2025.

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June 30, 2025 Filed Sep 16, 2025 21:00 UTC Amendment
Reynoso Jamie L.CEO, Medicare Advantage
Tax withholdingClass A Common Stock 85,596 $2.79 $238,812.84
Disclosure

SEC source: 0001839066-25-000008 · wk-form4a_1758056455.xml · nonDerivative · entry 1

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,887,905

F1 · shares: This Form 4/A is being filed to solely to correct that the total number of restricted stock units (RSUs) received upon determination of the level of performance-based RSU grant was previously reported by the Reporting Person on a Form 4/A, filed on January 3, 2024, as described in Footnote 2 below.

F2 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations due to the vesting of the final 1/3 of the number of earned restricted stock units, as described herein. Represents restricted stock units, each representing a right to a share of Class A Common Stock, earned in connection with the determination of the level of performance achievement in satisfaction of vesting conditions underlying a performance-based restricted share unit grant awarded on March 16, 2023. One-third of the number of earned restricted stock units vested on September 7, 2023, one-third of the number of earned restricted stock units vested on June 30, 2024, and the remaining one-third of the earned restricted stock units vested on June 30, 2025.

F3 · balance_after: Number reflects total directly held Class A Common Stock taking into account the amended number and transactions through June 30, 2025.

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June 17, 2025 Filed Jun 18, 2025 21:26 UTC
Reynoso Jamie L.CEO, Medicare Advantage
SaleClass A Common Stock 20,450 $2.86 $58,487.00
Disclosure

SEC source: 0001801170-25-000162 · wk-form4_1750281969.xml · nonDerivative · entry 1

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,196,401

F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2025. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.82 to $2.92, inclusive. The Reporting Person undertakes to provide to the SEC staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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June 15, 2025 Filed Jun 17, 2025 21:29 UTC
Soares KarenGeneral Counsel & Secretary
Tax withholdingClass A Common Stock 6,404 $2.89 $18,507.56
Disclosure

SEC source: 0001801170-25-000160 · wk-form4_1750195770.xml · nonDerivative · entry 1

Soares Karen · CIK 0001999086 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,256,032

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on June 15, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on September 15, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on September 15, 2026, subject to the continued service of the Reporting Person on each such vesting date.

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June 15, 2025 Filed Jun 17, 2025 20:36 UTC
Reynoso Jamie L.CEO, Medicare Advantage
Tax withholdingClass A Common Stock 8,691 $2.89 $25,116.99
Disclosure

SEC source: 0001801170-25-000158 · wk-form4_1750192547.xml · nonDerivative · entry 2

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,216,851

F2 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on June 15, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on September 16, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on September 15, 2026, subject to the continued service of the Reporting Person on each such vesting date.

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June 14, 2025 Filed Jun 17, 2025 21:26 UTC
Wai ConradCEO, Counterpart Health
Tax withholdingClass A Common Stock 98,411 $2.89 $284,407.79
Disclosure

SEC source: 0001801170-25-000159 · wk-form4_1750195559.xml · nonDerivative · entry 1

Wai Conrad · CIK 0001971702 · CEO, Counterpart Health

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,138,535

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on June 14, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on March 14, 2026, subject to the continued service of the Reporting Person on each such vesting date.

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June 14, 2025 Filed Jun 17, 2025 20:36 UTC
Reynoso Jamie L.CEO, Medicare Advantage
Tax withholdingClass A Common Stock 12,567 $2.89 $36,318.63
Disclosure

SEC source: 0001801170-25-000158 · wk-form4_1750192547.xml · nonDerivative · entry 1

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,225,542

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on June 14, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on March 14, 2026, subject to the continued service of the Reporting Person on each such vesting date.

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May 19, 2025 Filed May 21, 2025 20:10 UTC
Kuipers Peter J.Chief Financial Officer
GrantClass A Common Stock 326,647 $0.00 $0.00
Disclosure

SEC source: 0001801170-25-000145 · wk-form4_1747858204.xml · nonDerivative · entry 1

Kuipers Peter J. · CIK 0001651691 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,349,973

F1 · shares: Represents shares of Class A common stock underlying a time-based restricted stock unit award ("RSUs"). Twenty-five percent of the RSUs will vest on the first anniversary of May 19, 2025, and the remaining RSUs will vest in twelve equal quarterly installments beginning on the date that is three months after the first anniversary of May 19, 2025, in each case subject to the continued service of the Reporting Person on each such vesting date.

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May 14, 2025 Filed May 15, 2025 20:14 UTC
Soares KarenGeneral Counsel & Secretary
Tax withholdingClass A Common Stock 5,345 $3.31 $17,691.95
Disclosure

SEC source: 0001801170-25-000143 · wk-form4_1747340090.xml · nonDerivative · entry 1

Soares Karen · CIK 0001999086 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,262,436

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on May 14, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on February 14, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on February 14, 2026, subject to the continued service of the Reporting Person on each such vesting date.

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May 08, 2025 Filed May 12, 2025 20:31 UTC
Toy AndrewDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 85,535 $3.75 $320,756.25
Disclosure

SEC source: 0001801170-25-000135 · wk-form4_1747081892.xml · nonDerivative · entry 1

Toy Andrew · CIK 0001838733 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,868,997

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on May 8, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on August 8, 2022, and timely reported on a Form 4 filed on August 10, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on August 8, 2026, subject to the continued service of the Reporting Person on each such vesting date.

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April 30, 2025 Filed May 2, 2025 20:37 UTC
Soares KarenGeneral Counsel & Secretary
Tax withholdingClass A Common Stock 27,293 $3.40 $92,796.20
Disclosure

SEC source: 0001801170-25-000116 · wk-form4_1746218239.xml · nonDerivative · entry 1

Soares Karen · CIK 0001999086 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,267,781

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on April 30, 2025, of 12.5% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on October 31, 2023, and timely reported on a Form 4 filed on November 2, 2023. The remaining RSUs vest in two equal quarterly installments, with the final vesting date occurring on October 31, 2025, subject to the continued service of the Reporting Person on each such vesting date.

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April 30, 2025 Filed May 2, 2025 20:33 UTC
Reynoso Jamie L.CEO, Medicare Advantage
Tax withholdingClass A Common Stock 25,659 $3.40 $87,240.60
Disclosure

SEC source: 0001801170-25-000113 · wk-form4_1746217990.xml · nonDerivative · entry 1

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,238,109

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on April 30, 2025, of 12.5% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on October 31, 2023, and timely reported on a Form 4 filed on November 2, 2023. The remaining RSUs vest in two equal quarterly installments, with the final vesting date occurring on October 31, 2025, subject to the continued service of the Reporting Person on each such vesting date.

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April 30, 2025 Filed May 2, 2025 20:34 UTC
Wai ConradCEO, Counterpart Health
Tax withholdingClass A Common Stock 26,593 $3.40 $90,416.20
Disclosure

SEC source: 0001801170-25-000114 · wk-form4_1746218055.xml · nonDerivative · entry 1

Wai Conrad · CIK 0001971702 · CEO, Counterpart Health

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,236,946

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on April 30, 2025, of 12.5% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on October 31, 2023, and timely reported on a Form 4 filed on November 2, 2023. The remaining RSUs vest in two equal quarterly installments, with the final vesting date occurring on October 31, 2025, subject to the continued service of the Reporting Person on each such vesting date.

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April 30, 2025 Filed May 2, 2025 20:32 UTC
Priest Brady PatrickCEO of Home Care
Tax withholdingClass A Common Stock 25,080 $3.40 $85,272.00
Disclosure

SEC source: 0001801170-25-000112 · wk-form4_1746217938.xml · nonDerivative · entry 1

Priest Brady Patrick · CIK 0001938197 · CEO of Home Care

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,354,810

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on April 30, 2025, of 12.5% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on October 31, 2023, and timely reported on a Form 4 filed on November 2, 2023. The remaining RSUs vest in two equal quarterly installments, with the final vesting date occurring on October 31, 2025, subject to the continued service of the Reporting Person on each such vesting date.

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April 29, 2025 Filed May 1, 2025 20:45 UTC
Kuipers Peter J.Chief Financial Officer
Tax withholdingClass A Common Stock 825,989 $3.45 $2,849,662.05
Disclosure

SEC source: 0001801170-25-000109 · wk-form4_1746132338.xml · nonDerivative · entry 1

Kuipers Peter J. · CIK 0001651691 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,023,326

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on April 29, 2025, of 25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on April 29, 2025. The remaining RSUs vest in twelve equal quarterly installments beginning on the date that is three months after April 29, 2025, and ending on April 29, 2028, in each case subject to the continued service of the Reporting Person on such vesting date.

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April 18, 2025 Filed Apr 22, 2025 20:34 UTC
Priest Brady PatrickCEO of Home Care
Tax withholdingClass A Common Stock 38,261 $3.60 $137,739.60
Disclosure

SEC source: 0001801170-25-000085 · wk-form4_1745354091.xml · nonDerivative · entry 1

Priest Brady Patrick · CIK 0001938197 · CEO of Home Care

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,379,890

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on April 18, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on July 18, 2022, and timely reported on a Form 4 filed on July 19, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on July 18, 2026, subject to the continued service of the Reporting Person on each such vesting date.

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April 03, 2025 Filed Apr 7, 2025 20:40 UTC
Reynoso Jamie L.CEO, Medicare Advantage
Tax withholdingClass A Common Stock 6,366 $3.51 $22,344.66
Disclosure

SEC source: 0001801170-25-000079 · wk-form4_1744058416.xml · nonDerivative · entry 1

Reynoso Jamie L. · CIK 0001839066 · CEO, Medicare Advantage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,263,768

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations due to the vesting on April 3, 2025, of 6.25% of the restricted stock units ("RSUs") granted to the Reporting Person on January 3, 2023, and originally reported on a Form 4 filed on January 5, 2023. The remaining RSUs will vest in equal quarterly installments, with the final vesting occurring on January 3, 2027, in each case subject to the continued service of the Reporting Person on each such vesting date.

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April 01, 2025 Filed Apr 3, 2025 20:34 UTC
Toy AndrewDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 308,950 $3.59 $1,109,130.50
Disclosure

SEC source: 0001801170-25-000077 · wk-form4_1743712443.xml · nonDerivative · entry 1

Toy Andrew · CIK 0001838733 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,954,532

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations on April 1, 2025, due to the vesting of 6.25% of the original number of restricted stock units (RSUs) granted to the Reporting Person on January 1, 2023, and timely reported on a Form 4 filed on January 4, 2023. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on January 1, 2027, subject to the continued service of the Reporting Person on each such vesting date.

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March 15, 2025 Filed Mar 18, 2025 20:58 UTC
Soares KarenGeneral Counsel & Secretary
Tax withholdingClass A Common Stock 4,589 $3.66 $16,795.74
Disclosure

SEC source: 0001801170-25-000074 · wk-form4_1742331497.xml · nonDerivative · entry 1

Soares Karen · CIK 0001999086 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,295,074

F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on March 15, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on September 15, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on September 15, 2026, subject to the continued service of the Reporting Person on each such vesting date.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.