Last 12 months
Inside the activity.
1 purchase rows · 1 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 1 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 1 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 09, 2020 Filed Jun 11, 2020 17:31 UTC |
Farner DavidDirector
|
GrantClass A Common Stock | 18,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000077 · wf-form4_159191107993977.xml · nonDerivative · entry 1 Farner David · CIK 0001642786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,742 F1 · security: Represents restricted stock units granted to Mr. Farner pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 9, 2021 and the date of the company's 2021 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 17:30 UTC |
Felt Bruce C. Jr.Director
|
GrantClass A Common Stock | 18,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000076 · wf-form4_159191100875200.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,742 F1 · security: Represents restricted stock units granted to Mr. Felt pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 9, 2021 and the date of the company's 2021 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 21:34 UTC |
GRUA PETER JDirector
|
GrantClass A Common Stock | 18,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000080 · wf-form4_159191127268643.xml · nonDerivative · entry 1 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,521 F1 · security: Represents restricted stock units granted to Mr. Grua pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 9, 2021 and the date of the company's 2021 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 17:33 UTC |
DUFFY MARY BRIDGETDirector
|
GrantClass A Common Stock | 18,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000079 · wf-form4_159191120090351.xml · nonDerivative · entry 1 DUFFY MARY BRIDGET · CIK 0001570881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,601 F1 · security: Represents restricted stock units granted to Dr. Duffy pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 9, 2021 and the date of the company's 2021 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 21:28 UTC |
Scott CherylDirector
|
GrantClass A Common Stock | 18,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000075 · wf-form4_159191091885481.xml · nonDerivative · entry 1 Scott Cheryl · CIK 0001656979 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,260 F1 · security: Represents restricted stock units granted to Ms. Scott pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 9, 2021 and the date of the company's 2021 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| June 04, 2020 Filed Jun 5, 2020 21:48 UTC |
Blackley SethDirector · President
|
GrantLeveraged Restricted Stock Unit · Derivative | 140,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000070 · wf-form4_159139372184815.xml · derivative · entry 1 Blackley Seth · CIK 0001643346 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,000 Underlying: Class A Common Stock · 140,000 shares Expires not disclosed F1 · derivative.exercise_date: These securities vest on December 4, 2023. F2 · derivative.expiration_date: These securities do not expire. F3 · derivative.underlying_shares: Each leveraged stock unit ("LSU") represents the contingent right to receive, upon vesting, between 0% and 200% of one share of the Issuer's Class A Common Stock, subject to the level of achievement of applicable performance conditions. The resulting number of shares acquired upon vesting of the LSUs, if any, is based on the cumulative performance of the Issuer's Class A Common Stock. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:59 UTC |
Weinberg JonathanGeneral Counsel
|
GrantClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000039 · wf-form4_158335916664139.xml · nonDerivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,775 F1 · security: Represents restricted stock units granted to Mr. Weinberg pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 25% annually beginning March 2,2021. F3 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 16:56 UTC |
WILLIAMS FRANK JDirector · Chief Executive Officer
|
GrantLeveraged Restricted Stock Unit · Derivative | 200,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000037 · wf-form4_158335898553669.xml · derivative · entry 1 WILLIAMS FRANK J · CIK 0001204938 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Class A Common Stock · 200,000 shares Expires not disclosed F1 · derivative.exercise_date: These LSUs vest on March 2, 2023. F2 · derivative.expiration_date: These LSUs do not expire. F3 · derivative.underlying_shares: Each leveraged stock unit ("LSU") represents the contingent right to receive, upon vesting, between 0% and 200% of one share of the Issuer's Class A common stock, subject to the level of achievement of applicable performance conditions. The resulting number of shares acquired upon vesting of the LSUs, if any, is based on the cumulative performance of the Issuer's Class A common stock. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:55 UTC |
Blackley SethDirector · President
|
GrantLeveraged Restricted Stock Unit · Derivative | 180,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000036 · wf-form4_158335889433356.xml · derivative · entry 1 Blackley Seth · CIK 0001643346 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Class A Common Stock · 180,000 shares Expires not disclosed F1 · derivative.exercise_date: These LSUs vest on March 2, 2023. F2 · derivative.expiration_date: These LSUs do not expire. F3 · derivative.underlying_shares: Each leveraged stock unit ("LSU") represents the contingent right to receive, upon vesting, between 0% and 200% of one share of the Issuer's Class A common stock, subject to the level of achievement of applicable performance conditions. The resulting number of shares acquired upon vesting of the LSUs, if any, is based on the cumulative performance of the Issuer's Class A common stock. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:52 UTC |
Stone LydiaChief Accounting Officer
|
GrantClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000035 · wf-form4_158335874070386.xml · nonDerivative · entry 1 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,855 F1 · security: Represents restricted stock units granted to Ms. Stone pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 25% annually beginning March 2,2021. F3 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:50 UTC |
Johnson John PaulChief Financial Officer
|
GrantClass A Common Stock | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000034 · wf-form4_158335859172066.xml · nonDerivative · entry 1 Johnson John Paul · CIK 0001782040 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,921 F1 · security: Represents restricted stock units granted to Mr. Johnson pursuant to the Evolent Health, Inc. Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 25% annually beginning March 2,2021. F3 · balance_after: Includes restricted stock units reported on Table 1 of Form 3 previously filed with the Securities and Exchange Commission. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:37 UTC |
GRUA PETER JDirector
|
GrantClass A Common Stock | 5,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000013 · wf-form4_158093863394531.xml · nonDerivative · entry 1 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,219 F1 · security: Represents restricted stock units granted to Mr. Grua pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of February 3, 2021 and the date of the company's 2020 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| December 04, 2019 Filed Dec 5, 2019 22:16 UTC |
Blackley SethDirector · President
|
PurchaseClass A Common Stock | 14,749 | $6.73 | $99,260.77 |
DisclosureSEC source: 0001628908-19-000076 · wf-form4_157558418569337.xml · nonDerivative · entry 1 Blackley Seth · CIK 0001643346 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,976 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $ 6.70 to $6.78, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| December 03, 2019 Filed Dec 5, 2019 17:15 UTC |
WILLIAMS FRANK JDirector · Chief Executive Officer
|
PurchaseClass A Common Stock | 35,000 | $6.51 | $227,850.00 |
DisclosureSEC source: 0001628908-19-000075 · wf-form4_157558408386148.xml · nonDerivative · entry 1 WILLIAMS FRANK J · CIK 0001204938 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623,655 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $ 6.47 to $6.58, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 20:06 UTC |
SAMET KENNETH ADirector
|
PurchaseClass A Common Stock | 7,200 | $7.04 | $50,688.00 |
DisclosureSEC source: 0001628908-19-000062 · primary_doc.xml · nonDerivative · entry 1 SAMET KENNETH A · CIK 0001359252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,235 F1 · price: The price reported in Column 4 is a weighted average. These shares were purchased in multiple transactions at prices ranging from $7.03-$7.05, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 16:16 UTC |
D'Amato MichaelDirector
|
PurchaseClass A Common Stock | 15,000 | $7.03 | $105,450.00 |
DisclosureSEC source: 0001628908-19-000060 · primary_doc.xml · nonDerivative · entry 1 D'Amato Michael · CIK 0001672282 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,368 F1 · price: The price reported in Column 4 is a weighted average. These shares were purchased in multiple transactions at prices ranging from $6.97 to $7.04, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 08:00 UTC |
Farner DavidDirector
|
GrantClass A Common Stock | 14,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000041 · primary_doc.xml · nonDerivative · entry 1 Farner David · CIK 0001642786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,440 F1 · security: Represents restricted stock units granted to Mr. Farner pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 11, 2020 and the date of the company's 2020 annual meeting, subject to the reporting person's continued service on the vesting date. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 07:46 UTC |
D'Amato MichaelDirector
|
GrantClass A Common Stock | 14,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000039 · primary_doc.xml · nonDerivative · entry 1 D'Amato Michael · CIK 0001672282 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,368 F1 · security: Represents restricted stock units granted to Mr. D'Amato pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 11, 2020 and the date of the company's 2020 annual meeting, subject to the reporting person's continued service on the vesting date. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 08:12 UTC |
Holder DianeDirector
|
GrantClass A Common Stock | 14,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000043 · primary_doc.xml · nonDerivative · entry 1 Holder Diane · CIK 0001642976 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,440 F1 · security: Represents restricted stock units granted to Ms. Holder pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 11, 2020 and the date of the company's 2020 annual meeting, subject to the reporting person's continued service on the vesting date. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 08:06 UTC |
Felt Bruce C. Jr.Director
|
GrantClass A Common Stock | 14,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000042 · primary_doc.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,440 F1 · security: Represents restricted stock units granted to Mr. Felt pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 11, 2020 and the date of the company's 2020 annual meeting, subject to the reporting person's continued service on the vesting date. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 12:19 UTC |
SAMET KENNETH ADirector
|
GrantClass A Common Stock | 14,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000044 · primary_doc.xml · nonDerivative · entry 1 SAMET KENNETH A · CIK 0001359252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,035 F1 · security: Represents restricted stock units granted to Mr. Samet pursuant to the Evolent Health, Inc. Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 11, 2020 and the date of the company's 2020 annual meeting, subject to the reporting person's continued service on the vesting date. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 07:54 UTC |
DUFFY MARY BRIDGETDirector
|
GrantClass A Common Stock | 14,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000040 · primary_doc.xml · nonDerivative · entry 1 DUFFY MARY BRIDGET · CIK 0001570881 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,299 F1 · security: Represents restricted stock units granted to Dr. Duffy pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 11, 2020 and the date of the company's 2020 annual meeting, subject to the reporting person's continued service on the vesting date. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 12:24 UTC |
Scott CherylDirector
|
GrantClass A Common Stock | 14,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000045 · primary_doc.xml · nonDerivative · entry 1 Scott Cheryl · CIK 0001656979 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,958 F1 · security: Represents restricted stock units granted to Ms. Scott pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 11, 2020 and the date of the company's 2020 annual meeting, subject to the reporting person's continued service on the vesting date. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 11, 2019 Filed Mar 14, 2019 15:49 UTC |
D'Amato MichaelDirector
|
SaleClass A Common Stock | 10,000 | $12.25 | $122,500.00 |
DisclosureSEC source: 0001628908-19-000013 · primary_doc.xml · nonDerivative · entry 1 D'Amato Michael · CIK 0001672282 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,212 F1 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 11, 2019 Filed Aug 14, 2019 09:08 UTC Amendment |
D'Amato MichaelDirector
|
PurchaseClass A Common Stock | 10,000 | $12.45 | $124,500.00 |
DisclosureSEC source: 0001628908-19-000061 · primary_doc.xml · nonDerivative · entry 1 D'Amato Michael · CIK 0001672282 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,212 F1 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:50 UTC |
McGrane NicholasChief Financial Officer
|
GrantClass A Common Stock Option (right to buy) · Derivative | 57,741 | $0.00 Strike: $13.29 | $0.00 |
DisclosureSEC source: 0001628908-19-000010 · primary_doc.xml · derivative · entry 2 McGrane Nicholas · CIK 0001643086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,741 Underlying: Class A Common Stock · 57,741 shares Expires 2029-03-01 F4 · derivative.exercise_date: Securities vest at a rate of 25% annually beginning March 1, 2020. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:50 UTC |
McGrane NicholasChief Financial Officer
|
GrantClass A Common Stock | 30,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000010 · primary_doc.xml · nonDerivative · entry 1 McGrane Nicholas · CIK 0001643086 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,088 F1 · security: Represents restricted stock units granted to Mr. McGrane pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 25% annually beginning March 1, 2020. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:23 UTC |
Weinberg JonathanGeneral Counsel
|
GrantLeveraged Restricted Stock Unit · Derivative | 35,016 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000009 · primary_doc.xml · derivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,016 Underlying: Class A Common Stock · 35,016 shares Expires not disclosed F1 · shares: Each leveraged stock unit ("LSU") represents the contingent right to receive, upon vesting, between 0% and 200% of one share of the Issuer's Class A common stock, subject to the level of achievement of applicable performance conditions. The resulting number of shares acquired upon vesting of the LSUs, if any, is based on the cumulative performance of the Issuer's Class A common stock. F2 · derivative.exercise_date: These LSUs vest on March 2, 2022. F3 · derivative.expiration_date: These LSUs do not expire. F1 · derivative.underlying_shares: Each leveraged stock unit ("LSU") represents the contingent right to receive, upon vesting, between 0% and 200% of one share of the Issuer's Class A common stock, subject to the level of achievement of applicable performance conditions. The resulting number of shares acquired upon vesting of the LSUs, if any, is based on the cumulative performance of the Issuer's Class A common stock. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:02 UTC |
WILLIAMS FRANK JDirector · Chief Executive Officer
|
GrantLeveraged Restricted Stock Unit · Derivative | 249,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000007 · primary_doc.xml · derivative · entry 1 WILLIAMS FRANK J · CIK 0001204938 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,000 Underlying: Class A Common Stock · 249,000 shares Expires not disclosed F1 · shares: Each leveraged stock unit ("LSU") represents the contingent right to receive, upon vesting, between 0% and 200% of one share of the Issuer's Class A common stock, subject to the level of achievement of applicable performance conditions. The resulting number of shares acquired upon vesting of the LSUs, if any, is based on the cumulative performance of the Issuer's Class A common stock. F2 · derivative.exercise_date: These LSUs vest on March 2, 2022. F3 · derivative.expiration_date: These LSUs do not expire. F1 · derivative.underlying_shares: Each leveraged stock unit ("LSU") represents the contingent right to receive, upon vesting, between 0% and 200% of one share of the Issuer's Class A common stock, subject to the level of achievement of applicable performance conditions. The resulting number of shares acquired upon vesting of the LSUs, if any, is based on the cumulative performance of the Issuer's Class A common stock. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:23 UTC |
Blackley SethDirector · President
|
GrantLeveraged Restricted Stock Unit · Derivative | 186,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000012 · primary_doc.xml · derivative · entry 1 Blackley Seth · CIK 0001643346 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,750 Underlying: Class A Common Stock · 186,750 shares Expires not disclosed F1 · shares: Each leveraged stock unit ("LSU") represents the contingent right to receive, upon vesting, between 0% and 200% of one share of the Issuer's Class A common stock, subject to the level of achievement of applicable performance conditions. The resulting number of shares acquired upon vesting of the LSUs, if any, is based on the cumulative performance of the Issuer's Class A common stock. F2 · derivative.exercise_date: These LSUs vest on March 2, 2022. F3 · derivative.expiration_date: These LSUs do not expire. F1 · derivative.underlying_shares: Each leveraged stock unit ("LSU") represents the contingent right to receive, upon vesting, between 0% and 200% of one share of the Issuer's Class A common stock, subject to the level of achievement of applicable performance conditions. The resulting number of shares acquired upon vesting of the LSUs, if any, is based on the cumulative performance of the Issuer's Class A common stock. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:12 UTC |
Stone LydiaChief Accounting Officer
|
GrantClass A Common Stock Option (right to buy) · Derivative | 16,164 | $0.00 Strike: $13.29 | $0.00 |
DisclosureSEC source: 0001628908-19-000011 · primary_doc.xml · derivative · entry 2 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,164 Underlying: Class A Common Stock · 16,164 shares Expires 2029-03-01 F4 · derivative.exercise_date: Securities vest at a rate of 25% annually beginning March 1, 2020. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:12 UTC |
Stone LydiaChief Accounting Officer
|
GrantClass A Common Stock | 8,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000011 · primary_doc.xml · nonDerivative · entry 1 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,855 F1 · security: Represents restricted stock units granted to Ms. Stone pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 25% annually beginning March 1, 2020. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:12 UTC |
Peterson Thomas IIIChief Operating Officer
|
GrantLeveraged Restricted Stock Unit · Derivative | 85,594 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000008 · primary_doc.xml · derivative · entry 1 Peterson Thomas III · CIK 0001643498 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,594 Underlying: Class A Common Stock · 85,594 shares Expires not disclosed F1 · shares: Each leveraged stock unit ("LSU") represents the contingent right to receive, upon vesting, between 0% and 200% of one share of the Issuer's Class A common stock, subject to the level of achievement of applicable performance conditions. The resulting number of shares acquired upon vesting of the LSUs, if any, is based on the cumulative performance of the Issuer's Class A common stock. F2 · derivative.exercise_date: These LSUs vest on March 2, 2022 F3 · derivative.expiration_date: These LSUs do not expire F1 · derivative.underlying_shares: Each leveraged stock unit ("LSU") represents the contingent right to receive, upon vesting, between 0% and 200% of one share of the Issuer's Class A common stock, subject to the level of achievement of applicable performance conditions. The resulting number of shares acquired upon vesting of the LSUs, if any, is based on the cumulative performance of the Issuer's Class A common stock. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 21:04 UTC |
Weinberg JonathanGeneral Counsel
|
Exercise / conversionClass A Common Stock Option(Right to buy) · Derivative | 15,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001628908-18-000071 · primary_doc.xml · derivative · entry 3 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,431 Underlying: Class A Common Stock · 15,000 shares Expires 2024-04-01 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2018. F4 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2016 and February 1, 2017. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 21:04 UTC |
Weinberg JonathanGeneral Counsel
|
SaleClass A Common Stock | 15,000 | $27.12 | $406,800.00 |
DisclosureSEC source: 0001628908-18-000071 · primary_doc.xml · nonDerivative · entry 2 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,775 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2018. F3 · price: The price reported in Column 4 is as weighted average. These shares were sold in multiple transactions at prices ranging from $27.00-$27.50, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., 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 range set forth in this footnote. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 21:04 UTC |
Weinberg JonathanGeneral Counsel
|
Exercise / conversionClass A Common Stock | 15,000 | $3.84 | $57,600.00 |
DisclosureSEC source: 0001628908-18-000071 · primary_doc.xml · nonDerivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,775 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2018. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:47 UTC |
Peterson Thomas IIIChief Operating Officer
|
Exercise / conversionClass A Common Stock Option (Right to buy) · Derivative | 70,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001628908-18-000070 · primary_doc.xml · derivative · entry 3 Peterson Thomas III · CIK 0001643498 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,274 Underlying: Class A Common Stock · 70,000 shares Expires 2024-04-01 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2018. F4 · derivative.exercise_date: The Class A Common Stock Options exercised vested on December 1, 2014 and December 1, 2015. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:47 UTC |
Peterson Thomas IIIChief Operating Officer
|
SaleClass A Common Stock | 70,000 | $27.50 | $1,925,000.00 |
DisclosureSEC source: 0001628908-18-000070 · primary_doc.xml · nonDerivative · entry 2 Peterson Thomas III · CIK 0001643498 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,868 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2018. F3 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $27.50-$27.55, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., 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 range set forth in this footnote. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:47 UTC |
Peterson Thomas IIIChief Operating Officer
|
Exercise / conversionClass A Common Stock | 70,000 | $3.84 | $268,800.00 |
DisclosureSEC source: 0001628908-18-000070 · primary_doc.xml · nonDerivative · entry 1 Peterson Thomas III · CIK 0001643498 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,868 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2018. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:50 UTC |
Peterson Thomas IIIChief Operating Officer
|
SaleClass A Common Stock | 30,000 | $25.00 | $750,000.00 |
DisclosureSEC source: 0001628908-18-000067 · primary_doc.xml · nonDerivative · entry 1 Peterson Thomas III · CIK 0001643498 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,868 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2018. F2 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $25.00-$25.025, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., 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 range set forth in this footnote. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC |
Stone LydiaChief Accounting Officer
|
Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 1,532 | $0.00 Strike: $18.25 | $0.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · derivative · entry 10 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,595 Underlying: Class A Common Stock · 1,532 shares Expires 2027-02-01 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F5 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2018. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC |
Stone LydiaChief Accounting Officer
|
Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 2,908 | $0.00 Strike: $10.27 | $0.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · derivative · entry 9 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,814 Underlying: Class A Common Stock · 2,908 shares Expires 2026-03-01 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F4 · derivative.exercise_date: The Class A Common Stock Options exercised vested on March 1, 2018. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC |
Stone LydiaChief Accounting Officer
|
Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $6.87 | $0.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · derivative · entry 8 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Class A Common Stock · 1,000 shares Expires 2025-01-01 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F3 · derivative.exercise_date: The Class A Common Stock Options exercised vested on January 1, 2018. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC |
Stone LydiaChief Accounting Officer
|
SaleClass A Common Stock | 1,532 | $25.00 | $38,300.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 7 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,390 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC |
Stone LydiaChief Accounting Officer
|
Exercise / conversionClass A Common Stock | 1,532 | $18.25 | $27,959.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 6 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,922 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC |
Stone LydiaChief Accounting Officer
|
SaleClass A Common Stock | 2,908 | $25.00 | $72,700.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 5 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,390 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC |
Stone LydiaChief Accounting Officer
|
Exercise / conversionClass A Common Stock | 2,908 | $10.27 | $29,865.16 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 4 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,298 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC |
Stone LydiaChief Accounting Officer
|
SaleClass A Common Stock | 1,000 | $25.00 | $25,000.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 3 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,390 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC |
Stone LydiaChief Accounting Officer
|
Exercise / conversionClass A Common Stock | 1,000 | $6.87 | $6,870.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 2 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,390 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC |
Stone LydiaChief Accounting Officer
|
SaleClass A Common Stock | 1,365 | $25.00 | $34,125.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 1 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,390 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. 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.