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EVH

Evolent Health, Inc.

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5492
SEC CIK
0001628908
Parsed reports
376

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
MonthPurchasesSales
Nov 202510
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202601
Sep 202600
Oct 202600

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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
August 22, 2024 Filed Aug 27, 2024 00:16 UTC SaleClass A Common Stock 7,000 $33.00 $231,000.00
Disclosure

SEC source: 0001628908-24-000100 · wk-form4_1724717792.xml · nonDerivative · entry 3

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 198,809

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 1, 2024.

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 22, 2024 Filed Aug 27, 2024 00:16 UTC SaleClass A Common Stock 16,693 $30.00 $500,790.00
Disclosure

SEC source: 0001628908-24-000100 · wk-form4_1724717792.xml · nonDerivative · entry 2

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 205,809

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 1, 2024.

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 22, 2024 Filed Aug 27, 2024 00:16 UTC Exercise / conversionClass A Common Stock 4,550 $24.75 $112,612.50
Disclosure

SEC source: 0001628908-24-000100 · wk-form4_1724717792.xml · nonDerivative · entry 1

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 222,502

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 1, 2024.

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 22, 2024 Filed Aug 27, 2024 00:11 UTC
Johnson John PaulChief Financial Officer
SaleClass A Common Stock 44,693 $30.00 $1,340,790.00
Disclosure

SEC source: 0001628908-24-000094 · wk-form4_1724717458.xml · nonDerivative · entry 1

Johnson John Paul · CIK 0001782040 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 171,207

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 1, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.01, 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 granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission.

Read SEC document
August 22, 2024 Filed Aug 27, 2024 00:13 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock Option (right to buy) · Derivative 52,742 $0.00 Strike: $10.27 $0.00
Disclosure

SEC source: 0001628908-24-000096 · wk-form4_1724717593.xml · derivative · entry 7

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 52,742 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 February 29, 2024.

F7 · derivative.exercise_date: The Class A Common Stock Options exercised vested on March 1, 2020.

Read SEC document
August 22, 2024 Filed Aug 27, 2024 00:13 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock Option (right to buy) · Derivative 35,162 $0.00 Strike: $10.27 $0.00
Disclosure

SEC source: 0001628908-24-000096 · wk-form4_1724717593.xml · derivative · entry 6

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 35,162 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 February 29, 2024.

F6 · derivative.exercise_date: The Class A Common Stock Options exercised vested on March 1, 2019 and March 1, 2020.

Read SEC document
August 22, 2024 Filed Aug 27, 2024 00:13 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock Option (right to buy) · Derivative 100,000 $0.00 Strike: $6.87 $0.00
Disclosure

SEC source: 0001628908-24-000096 · wk-form4_1724717593.xml · derivative · entry 5

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 100,000 shares

Expires 2025-02-01

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 February 29, 2024.

F5 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2019.

Read SEC document
August 22, 2024 Filed Aug 27, 2024 00:13 UTC
Blackley SethDirector · Chief Executive Officer
SaleClass A Common Stock 187,904 $30.00 $5,637,120.00
Disclosure

SEC source: 0001628908-24-000096 · wk-form4_1724717593.xml · nonDerivative · entry 4

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 411,924

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 February 29, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.02, 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 granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission.

Read SEC document
August 22, 2024 Filed Aug 27, 2024 00:13 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 52,742 $10.27 $541,660.34
Disclosure

SEC source: 0001628908-24-000096 · wk-form4_1724717593.xml · nonDerivative · entry 3

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 599,828

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 February 29, 2024.

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 22, 2024 Filed Aug 27, 2024 00:13 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 35,162 $10.27 $361,113.74
Disclosure

SEC source: 0001628908-24-000096 · wk-form4_1724717593.xml · nonDerivative · entry 2

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 547,086

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 February 29, 2024.

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 22, 2024 Filed Aug 27, 2024 00:13 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 100,000 $6.87 $687,000.00
Disclosure

SEC source: 0001628908-24-000096 · wk-form4_1724717593.xml · nonDerivative · entry 1

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 511,924

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 February 29, 2024.

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.

F3 · balance_after: Since the date of the reporting person's last ownership report, Mr. Blackley transferred 348,458 shares of Evolent Health, Inc. Class A Common Stock pursuant to a domestic relations order. Mr. Blackley no longer reports as beneficially owned any securities owned by his ex-spouse.

Read SEC document
August 22, 2024 Filed Aug 27, 2024 00:08 UTC
Rafferty Emily AnnChief Operating Officer
SaleClass A Common Stock 8,861 $30.00 $265,830.00
Disclosure

SEC source: 0001628908-24-000092 · wk-form4_1724717306.xml · nonDerivative · entry 1

Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 63,408

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 8, 2024.

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 01, 2024 Filed Aug 5, 2024 20:10 UTC
Shams AammaadChief Accounting Officer
Tax withholdingClass A Common Stock 2,567 $22.44 $57,603.48
Disclosure

SEC source: 0001628908-24-000082 · wk-form4_1722888634.xml · nonDerivative · entry 1

Shams Aammaad · CIK 0001815354 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,379

F1 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units.

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 06, 2024 Filed Jun 10, 2024 23:33 UTC GrantClass A Common Stock 7,709 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000072 · wk-form4_1718062406.xml · nonDerivative · entry 1

Glass Russell Monroe · CIK 0002012340 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,872

F1 · security: Represents restricted stock units granted to Mr. Glass pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.

F2 · shares: Securities vest on the earlier of June 6, 2025, and the date of the Company's 2025 annual meeting, subject to the reporting person's continued service on the vesting date.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 23:34 UTC
KECK KIMDirector
GrantClass A Common Stock 7,709 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000073 · wk-form4_1718062440.xml · nonDerivative · entry 1

KECK KIM · CIK 0001818332 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,982

F1 · security: Represents restricted stock units granted to Ms. Keck pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.

F2 · shares: Securities vest on the earlier of June 6, 2025, and the date of the Company's 2025 annual meeting, subject to the reporting person's continued service on the vesting date.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 23:32 UTC GrantClass A Common Stock 7,709 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000070 · wk-form4_1718062338.xml · nonDerivative · entry 1

Jelinek Richard M · CIK 0001707429 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,458

F1 · security: Represents restricted stock units granted to Mr. Jelinek pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.

F2 · shares: Securities vest on the earlier of June 6, 2025, and the date of the Company's 2025 annual meeting, subject to the reporting person's continued service on the vesting date.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 19:35 UTC
Holder DianeDirector
GrantClass A Common Stock 7,709 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000075 · wk-form4_1718062506.xml · nonDerivative · entry 1

Holder Diane · CIK 0001642976 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,849

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 6, 2025, and the date of the Company's 2025 annual meeting, subject to the reporting person's continued service on the vesting date.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 23:36 UTC
GRUA PETER JDirector
GrantClass A Common Stock 7,709 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000077 · wk-form4_1718062582.xml · nonDerivative · entry 1

GRUA PETER J · CIK 0001242813 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,758

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 6, 2025, and the date of the Company's 2025 annual meeting, subject to the reporting person's continued service on the vesting date.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 23:31 UTC GrantClass A Common Stock 7,709 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000069 · wk-form4_1718062292.xml · nonDerivative · entry 1

Barbarosh Craig A. · CIK 0001472457 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,956

F1 · security: Represents restricted stock units granted to Mr. Barbarosh pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.

F2 · shares: Securities vest on the earlier of June 6, 2025, and the date of the Company's 2025 annual meeting, subject to the reporting person's continued service on the vesting date.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 19:34 UTC GrantClass A Common Stock 7,709 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000074 · wk-form4_1718062477.xml · nonDerivative · entry 1

DUFFY MARY BRIDGET · CIK 0001570881 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,001

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 6, 2025, and the date of the Company's 2025 annual meeting, subject to the reporting person's continued service on the vesting date.

F3 · balance_after: Since the date of the reporting person's last ownership report, Dr. Duffy transferred 9,643 shares of Evolent Health, Inc. Class A Common Stock pursuant to a domestic relations order. Dr. Duffy no longer reports as beneficially owned any securities owned by her ex-spouse.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 23:35 UTC
Scott CherylDirector
GrantClass A Common Stock 7,709 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000076 · wk-form4_1718062537.xml · nonDerivative · entry 1

Scott Cheryl · CIK 0001656979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,497

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 6, 2025, and the date of the Company's 2025 annual meeting, subject to the reporting person's continued service on the vesting date.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 23:32 UTC
Ajayi ToyinDirector
GrantClass A Common Stock 7,709 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000071 · wk-form4_1718062368.xml · nonDerivative · entry 1

Ajayi Toyin · CIK 0001988404 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,095

F1 · security: Represents restricted stock units granted to Dr. Ajayi pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.

F2 · shares: Securities vest on the earlier of June 6, 2025, and the date of the Company's 2025 annual meeting, subject to the reporting person's continued service on the vesting date.

Read SEC document
March 02, 2024 Filed Mar 6, 2024 00:12 UTC
Weinberg JonathanGeneral Counsel
Tax withholdingClass A Common Stock 4,830 $34.41 $166,200.30
Disclosure

SEC source: 0001628908-24-000036 · wk-form4_1709683930.xml · nonDerivative · entry 3

Weinberg Jonathan · CIK 0001642833 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,027

F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units.

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, 2024 Filed Mar 6, 2024 00:09 UTC
Johnson John PaulChief Financial Officer
Tax withholdingClass A Common Stock 9,020 $34.41 $310,378.20
Disclosure

SEC source: 0001628908-24-000034 · wk-form4_1709683768.xml · nonDerivative · entry 3

Johnson John Paul · CIK 0001782040 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 215,900

F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units.

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, 2024 Filed Mar 6, 2024 00:03 UTC Tax withholdingClass A Common Stock 5,638 $34.41 $194,003.58
Disclosure

SEC source: 0001628908-24-000030 · wk-form4_1709683408.xml · nonDerivative · entry 3

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,952

F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units.

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 01, 2024 Filed Mar 6, 2024 00:24 UTC GrantClass A Common Stock 1,163 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000042 · wk-form4_1709684662.xml · nonDerivative · entry 1

Glass Russell Monroe · CIK 0002012340 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,163

F1 · security: Represents restricted stock units granted to Mr. Glass pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.

F2 · shares: Securities vest on the earlier of March 1, 2025 and the date of the Company's 2024 annual meeting, subject to the reporting person's continued service on the vesting date.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:18 UTC
Shams AammaadChief Accounting Officer
Tax withholdingClass A Common Stock 2,569 $34.41 $88,399.29
Disclosure

SEC source: 0001628908-24-000040 · wk-form4_1709684281.xml · nonDerivative · entry 2

Shams Aammaad · CIK 0001815354 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,946

F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units.

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 01, 2024 Filed Mar 6, 2024 00:18 UTC
Shams AammaadChief Accounting Officer
GrantClass A Common Stock 7,491 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000040 · wk-form4_1709684281.xml · nonDerivative · entry 1

Shams Aammaad · CIK 0001815354 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,515

F1 · security: Represents restricted stock units granted to Mr. Shams pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.

F2 · shares: Securities vest at a rate of 34% on March 1, 2025, and 33% on March 1, 2026, and March 1, 2027.

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 01, 2024 Filed Mar 6, 2024 00:12 UTC
Weinberg JonathanGeneral Counsel
Tax withholdingClass A Common Stock 7,460 $34.41 $256,698.60
Disclosure

SEC source: 0001628908-24-000036 · wk-form4_1709683930.xml · nonDerivative · entry 2

Weinberg Jonathan · CIK 0001642833 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 171,857

F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units.

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 01, 2024 Filed Mar 6, 2024 00:12 UTC
Weinberg JonathanGeneral Counsel
GrantClass A Common Stock 21,822 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000036 · wk-form4_1709683930.xml · nonDerivative · entry 1

Weinberg Jonathan · CIK 0001642833 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,317

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 34% on March 1, 2025, and 33% on March 1, 2026, and March 1, 2027.

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 01, 2024 Filed Mar 6, 2024 00:15 UTC
Rafferty Emily AnnChief Operating Officer
Tax withholdingClass A Common Stock 7,049 $34.41 $242,556.09
Disclosure

SEC source: 0001628908-24-000038 · wk-form4_1709684130.xml · nonDerivative · entry 2

Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,269

F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units.

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 01, 2024 Filed Mar 6, 2024 00:15 UTC
Rafferty Emily AnnChief Operating Officer
GrantClass A Common Stock 10,911 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000038 · wk-form4_1709684130.xml · nonDerivative · entry 1

Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,318

F1 · security: Represents restricted stock units granted to Ms. Rafferty pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.

F2 · shares: Securities vest at a rate of 34% on March 1, 2025, and 33% on March 1, 2026, and March 1, 2027.

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 01, 2024 Filed Mar 6, 2024 00:09 UTC
Johnson John PaulChief Financial Officer
Tax withholdingClass A Common Stock 11,213 $34.41 $385,839.33
Disclosure

SEC source: 0001628908-24-000034 · wk-form4_1709683768.xml · nonDerivative · entry 2

Johnson John Paul · CIK 0001782040 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 224,920

F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units.

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 01, 2024 Filed Mar 6, 2024 00:09 UTC
Johnson John PaulChief Financial Officer
GrantClass A Common Stock 12,123 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000034 · wk-form4_1709683768.xml · nonDerivative · entry 1

Johnson John Paul · CIK 0001782040 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 236,133

F1 · security: Represents restricted stock units granted to Mr. Johnson pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.

F2 · shares: Securities vest at a rate of 34% on March 1, 2025, and 33% on March 1, 2026, and March 1, 2027.

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.

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March 01, 2024 Filed Mar 6, 2024 00:06 UTC
Blackley SethDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 24,005 $34.41 $826,012.05
Disclosure

SEC source: 0001628908-24-000032 · wk-form4_1709683577.xml · nonDerivative · entry 2

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 760,382

F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units.

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.

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March 01, 2024 Filed Mar 6, 2024 00:06 UTC
Blackley SethDirector · Chief Executive Officer
GrantClass A Common Stock 29,096 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000032 · wk-form4_1709683577.xml · nonDerivative · entry 1

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 784,387

F1 · security: Represents restricted stock units granted to Mr. Blackley pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.

F2 · shares: Securities vest at a rate of 34% on March 1, 2025, and 33% on March 1, 2026, and March 1, 2027.

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.

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March 01, 2024 Filed Mar 6, 2024 00:03 UTC Tax withholdingClass A Common Stock 13,210 $34.41 $454,556.10
Disclosure

SEC source: 0001628908-24-000030 · wk-form4_1709683408.xml · nonDerivative · entry 2

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 223,590

F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units.

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.

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March 01, 2024 Filed Mar 6, 2024 00:03 UTC GrantClass A Common Stock 19,398 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000030 · wk-form4_1709683408.xml · nonDerivative · entry 1

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 236,800

F1 · security: Represents restricted stock units granted to Mr. McCarthy pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.

F2 · shares: Securities vest at a rate of 34% on March 1, 2025, and 33% on March 1, 2026, and March 1, 2027.

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.

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February 22, 2024 Filed Feb 26, 2024 21:38 UTC
Weinberg JonathanGeneral Counsel
Tax withholdingClass A Common Stock 4,024 $33.03 $132,912.72
Disclosure

SEC source: 0001628908-24-000019 · wk-form4_1708983497.xml · nonDerivative · entry 2

Weinberg Jonathan · CIK 0001642833 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,495

F3 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of performance stock units.

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.

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February 22, 2024 Filed Feb 26, 2024 21:38 UTC
Weinberg JonathanGeneral Counsel
GrantClass A Common Stock 11,550 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000019 · wk-form4_1708983497.xml · nonDerivative · entry 1

Weinberg Jonathan · CIK 0001642833 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,519

F1 · shares: Represents the number of shares received upon the settlement of the second tranche of performance-based share units (PSUs) awarded to the reporting person on March 1, 2021, following the certification of achievement of specified performance metrics. The shares underlying the second tranche of the PSU award vested at the conclusion of the performance period on December 31, 2023.

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.

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February 22, 2024 Filed Feb 26, 2024 21:48 UTC
Blackley SethDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 88,563 $33.03 $2,925,235.89
Disclosure

SEC source: 0001628908-24-000025 · wk-form4_1708984079.xml · nonDerivative · entry 2

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 755,291

F3 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of performance stock units.

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.

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February 22, 2024 Filed Feb 26, 2024 21:48 UTC
Blackley SethDirector · Chief Executive Officer
GrantClass A Common Stock 206,209 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000025 · wk-form4_1708984079.xml · nonDerivative · entry 1

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 843,854

F1 · shares: Represents the number of shares received upon the settlement of the second tranche of performance-based share units (PSUs) awarded to the reporting person on March 1, 2021, following the certification of achievement of specified performance metrics. The shares underlying the second tranche of the PSU award vested at the conclusion of the performance period on December 31, 2023.

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.

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February 22, 2024 Filed Feb 26, 2024 21:46 UTC Tax withholdingClass A Common Stock 8,431 $33.03 $278,475.93
Disclosure

SEC source: 0001628908-24-000023 · wk-form4_1708983968.xml · nonDerivative · entry 2

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,402

F3 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of performance stock units.

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.

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February 22, 2024 Filed Feb 26, 2024 21:46 UTC GrantClass A Common Stock 27,500 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000023 · wk-form4_1708983968.xml · nonDerivative · entry 1

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 225,833

F1 · shares: Represents the number of shares received upon the settlement of the second tranche of performance-based share units (PSUs) awarded to the reporting person on March 1, 2021, following the certification of achievement of specified performance metrics. The shares underlying the second tranche of the PSU award vested at the conclusion of the performance period on December 31, 2023.

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.

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February 22, 2024 Filed Feb 26, 2024 21:43 UTC
Johnson John PaulChief Financial Officer
Tax withholdingClass A Common Stock 20,006 $33.03 $660,798.18
Disclosure

SEC source: 0001628908-24-000021 · wk-form4_1708983759.xml · nonDerivative · entry 2

Johnson John Paul · CIK 0001782040 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 224,010

F3 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of performance stock units.

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.

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February 22, 2024 Filed Feb 26, 2024 21:43 UTC
Johnson John PaulChief Financial Officer
GrantClass A Common Stock 44,000 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000021 · wk-form4_1708983759.xml · nonDerivative · entry 1

Johnson John Paul · CIK 0001782040 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 244,016

F1 · shares: Represents the number of shares received upon the settlement of the second tranche of performance-based share units (PSUs) awarded to the reporting person on March 1, 2021, following the certification of achievement of specified performance metrics. The shares underlying the second tranche of the PSU award vested at the conclusion of the performance period on December 31, 2023.

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.

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December 05, 2023 Filed Dec 6, 2023 21:49 UTC
Blackley SethDirector · Chief Executive Officer
SaleClass A Common Stock 20,900 $27.25 $569,525.00
Disclosure

SEC source: 0001628908-23-000185 · wk-form4_1701899379.xml · nonDerivative · entry 4

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 637,645

F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2023.

F5 · shares: This number represents shares of Class A Common Stock sold to satisfy the tax withholding obligation due upon vesting of LSUs.

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.07 to $27.42, 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 granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission.

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December 05, 2023 Filed Dec 6, 2023 21:49 UTC
Blackley SethDirector · Chief Executive Officer
SaleClass A Common Stock 92,616 $26.61 $2,464,511.76
Disclosure

SEC source: 0001628908-23-000185 · wk-form4_1701899379.xml · nonDerivative · entry 3

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 658,545

F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2023.

F5 · shares: This number represents shares of Class A Common Stock sold to satisfy the tax withholding obligation due upon vesting of LSUs.

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.05 to $27.04, 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 sold 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.

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December 05, 2023 Filed Dec 6, 2023 21:49 UTC
Blackley SethDirector · Chief Executive Officer
SaleClass A Common Stock 27,484 $25.74 $707,438.16
Disclosure

SEC source: 0001628908-23-000185 · wk-form4_1701899379.xml · nonDerivative · entry 2

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 751,161

F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2023.

F5 · shares: This number represents shares of Class A Common Stock sold to satisfy the tax withholding obligation due upon vesting of LSUs.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.05 to $26.04, 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 sold 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.

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December 04, 2023 Filed Dec 6, 2023 21:49 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionLeveraged Restricted Stock Unit · Derivative 280,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628908-23-000185 · wk-form4_1701899379.xml · derivative · entry 5

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 280,000 shares

Expires not disclosed

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.

F9 · derivative.exercise_date: These LSUs vested on December 4, 2023.

F10 · derivative.expiration_date: These LSUs do not expire.

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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.