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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.
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MonthPurchasesSales
Nov 202510
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
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Aug 202601
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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
December 04, 2023 Filed Dec 6, 2023 21:49 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 280,000 $0.00 $0.00
Disclosure

SEC source: 0001628908-23-000185 · wk-form4_1701899379.xml · nonDerivative · entry 1

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 778,645

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 · shares: Represents the vesting of the leveraged stock units ("LSUs") granted to Mr. Blackley on June 4, 2020, based on the cumulative performance of the Issuer's Class A Common Stock.

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 284,366 shares of Evolent Health, Inc. Class A Common Stock pursuant to a domestic relations order.

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November 15, 2023 Filed Nov 20, 2023 13:01 UTC Exercise / conversionClass A Common Option (right to buy) · Derivative 3,000 $0.00 Strike: $10.65 $0.00
Disclosure

SEC source: 0001628908-23-000178 · wk-form4_1700485254.xml · derivative · entry 5

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,000 shares

Expires 2025-05-12

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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2023.

F3 · derivative.exercise_date: The Class A Common Stock Options exercised vested on May 12, 2019.

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November 15, 2023 Filed Nov 20, 2023 13:01 UTC SaleClass A Common Stock 3,000 $30.00 $90,000.00
Disclosure

SEC source: 0001628908-23-000178 · wk-form4_1700485254.xml · nonDerivative · entry 4

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 198,333

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 13, 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.

Read SEC document
November 15, 2023 Filed Nov 20, 2023 13:01 UTC Exercise / conversionClass A Common Stock 3,000 $10.65 $31,950.00
Disclosure

SEC source: 0001628908-23-000178 · wk-form4_1700485254.xml · nonDerivative · entry 3

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 201,333

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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 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.

Read SEC document
November 15, 2023 Filed Nov 20, 2023 13:01 UTC SaleClass A Common Stock 4,000 $30.00 $120,000.00
Disclosure

SEC source: 0001628908-23-000178 · wk-form4_1700485254.xml · nonDerivative · entry 2

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 198,333

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 13, 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.

Read SEC document
November 15, 2023 Filed Nov 20, 2023 13:01 UTC SaleClass A Common Stock 4,000 $30.00 $120,000.00
Disclosure

SEC source: 0001628908-23-000178 · wk-form4_1700485254.xml · nonDerivative · entry 1

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 202,333

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 13, 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.

Read SEC document
October 01, 2023 Filed Oct 3, 2023 20:37 UTC
Rafferty Emily AnnChief Operating Officer
Tax withholdingClass A Common Stock 2,490 $27.23 $67,802.70
Disclosure

SEC source: 0001628908-23-000143 · wf-form4_169636544693379.xml · nonDerivative · entry 1

Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,407

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
August 15, 2023 Filed Aug 17, 2023 20:35 UTC
Rafferty Emily AnnChief Operating Officer
SaleClass A Common Stock 7,900 $28.05 $221,595.00
Disclosure

SEC source: 0001628908-23-000132 · wf-form4_169230454251236.xml · nonDerivative · entry 1

Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,897

F1 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 3 previously filed with the Securities and Exchange Commission.

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August 01, 2023 Filed Aug 3, 2023 20:42 UTC
Shams AammaadChief Accounting Officer
Tax withholdingClass A Common Stock 2,188 $30.40 $66,515.20
Disclosure

SEC source: 0001628908-23-000127 · wf-form4_169109535664870.xml · nonDerivative · entry 1

Shams Aammaad · CIK 0001815354 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,024

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.

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August 01, 2023 Filed Aug 3, 2023 20:40 UTC
Ajayi ToyinDirector
GrantClass A Common Stock 4,386 $0.00 $0.00
Disclosure

SEC source: 0001628908-23-000125 · wf-form4_169109524134661.xml · nonDerivative · entry 1

Ajayi Toyin · CIK 0001988404 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,386

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 August 1, 2024 and the date of the Company's 2024 annual meeting, subject to the reporting person's continued service on the vesting date.

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July 01, 2023 Filed Apr 26, 2024 20:03 UTC
Tutewohl SteveChief Operating Officer
GrantClass A Common Stock 9,000 $0.00 $0.00
Disclosure

SEC source: 0001628908-24-000044 · wk-form4_1714161825.xml · nonDerivative · entry 1

Tutewohl Steve · CIK 0001811845 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 136,331

F1 · security: This Form 4 is being filed late due to an administrative error.

F2 · shares: Represents restricted stock units granted to Mr. Tutewohl pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. On July 31, 2023, Mr. Tutewohl's last day of employment with the company, 3,000 of these RSUs vested and the remaining 6,000 were forfeited, in accordance with the terms of Mr. Tutewohl's severance and change in control agreement. Mr. Tutewohl ceased to be an officer of the company on July 3, 2023.

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
June 28, 2023 Filed Jun 30, 2023 20:27 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionClass A Common Option (right to buy) · Derivative 33,011 $0.00 Strike: $3.84 $0.00
Disclosure

SEC source: 0001628908-23-000107 · wf-form4_168815682764495.xml · derivative · entry 4

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 33,011 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 2, 2023.

F5 · derivative.exercise_date: The Class A Common Stock Options exercised vested on December 1, 2017.

Read SEC document
June 28, 2023 Filed Jun 30, 2023 20:27 UTC
Blackley SethDirector · Chief Executive Officer
SaleClass A Common Stock 8,469 $31.15 $263,809.35
Disclosure

SEC source: 0001628908-23-000107 · wf-form4_168815682764495.xml · nonDerivative · entry 3

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 783,011

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 2, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.02 to $31.30, 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
June 28, 2023 Filed Jun 30, 2023 20:27 UTC
Blackley SethDirector · Chief Executive Officer
SaleClass A Common Stock 24,542 $30.65 $752,212.30
Disclosure

SEC source: 0001628908-23-000107 · wf-form4_168815682764495.xml · nonDerivative · entry 2

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 791,480

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 2, 2023.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.02 to $31.01, 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.

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 28, 2023 Filed Jun 30, 2023 20:27 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 33,011 $3.84 $126,762.24
Disclosure

SEC source: 0001628908-23-000107 · wf-form4_168815682764495.xml · nonDerivative · entry 1

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 816,022

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 2, 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.

Read SEC document
June 16, 2023 Filed Jun 20, 2023 20:36 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionClass A Common Option (right to buy) · Derivative 2,098 $0.00 Strike: $3.84 $0.00
Disclosure

SEC source: 0001628908-23-000105 · wf-form4_168729338294086.xml · derivative · entry 6

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 33,011

Underlying: Class A Common Stock · 2,098 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 2, 2023.

F5 · derivative.exercise_date: The Class A Common Stock Options exercised vested on December 1, 2017.

Read SEC document
June 16, 2023 Filed Jun 20, 2023 20:36 UTC
Blackley SethDirector · Chief Executive Officer
SaleClass A Common Stock 2,098 $30.16 $63,275.68
Disclosure

SEC source: 0001628908-23-000105 · wf-form4_168729338294086.xml · nonDerivative · entry 4

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 783,011

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 2, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.09 to $30.16, 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
June 16, 2023 Filed Jun 20, 2023 20:36 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 2,098 $3.84 $8,056.32
Disclosure

SEC source: 0001628908-23-000105 · wf-form4_168729338294086.xml · nonDerivative · entry 3

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 785,109

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 2, 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.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 20:36 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionClass A Common Option (right to buy) · Derivative 75,931 $0.00 Strike: $3.84 $0.00
Disclosure

SEC source: 0001628908-23-000105 · wf-form4_168729338294086.xml · derivative · entry 5

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 35,109

Underlying: Class A Common Stock · 75,931 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 2, 2023.

F5 · derivative.exercise_date: The Class A Common Stock Options exercised vested on December 1, 2017.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 20:36 UTC
Blackley SethDirector · Chief Executive Officer
SaleClass A Common Stock 75,931 $30.20 $2,293,116.20
Disclosure

SEC source: 0001628908-23-000105 · wf-form4_168729338294086.xml · nonDerivative · entry 2

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 783,011

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 2, 2023.

F3 · 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 $30.52, 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
June 15, 2023 Filed Jun 20, 2023 20:36 UTC
Blackley SethDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 75,931 $3.84 $291,575.04
Disclosure

SEC source: 0001628908-23-000105 · wf-form4_168729338294086.xml · nonDerivative · entry 1

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 858,942

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 2, 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.

Read SEC document
June 14, 2023 Filed Jun 16, 2023 20:38 UTC
Scott CherylDirector
SaleClass A Common Stock 2,365 $30.01 $70,973.65
Disclosure

SEC source: 0001628908-23-000103 · wf-form4_168694791322139.xml · nonDerivative · entry 1

Scott Cheryl · CIK 0001656979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,788

F1 · 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 $30.03, 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
June 13, 2023 Filed Jun 15, 2023 16:24 UTC SaleClass A Common Stock 5,564 $30.97 $172,317.08
Disclosure

SEC source: 0001628908-23-000101 · wf-form4_168686065872798.xml · nonDerivative · entry 1

DUFFY MARY BRIDGET · CIK 0001570881 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,935

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.77 to $31.24, 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
June 12, 2023 Filed Jun 14, 2023 17:04 UTC
Holder DianeDirector
SaleClass A Common Stock 12,000 $31.26 $375,120.00
Disclosure

SEC source: 0001628908-23-000099 · wf-form4_168677667580018.xml · nonDerivative · entry 1

Holder Diane · CIK 0001642976 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 60,140

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 7, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.11 to $31.54, 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
June 12, 2023 Filed Jun 14, 2023 21:01 UTC SaleClass A Common Stock 1,000 $31.44 $31,440.00
Disclosure

SEC source: 0001628908-23-000097 · wf-form4_168677649186474.xml · nonDerivative · entry 1

McCarthy Daniel Joseph · CIK 0001946147 · PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 206,333

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 13, 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.

Read SEC document
June 08, 2023 Filed Jun 12, 2023 21:23 UTC
KECK KIMDirector
GrantClass A Common Stock 5,049 $0.00 $0.00
Disclosure

SEC source: 0001628908-23-000090 · wf-form4_168660497370924.xml · nonDerivative · entry 1

KECK KIM · CIK 0001818332 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,273

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 8, 2024 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
June 08, 2023 Filed Jun 13, 2023 01:43 UTC GrantClass A Common Stock 5,049 $0.00 $0.00
Disclosure

SEC source: 0001628908-23-000096 · wf-form4_168662060611901.xml · nonDerivative · entry 1

Jelinek Richard M · CIK 0001707429 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,749

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 8, 2024 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
June 08, 2023 Filed Jun 12, 2023 17:22 UTC
Holder DianeDirector
GrantClass A Common Stock 5,049 $0.00 $0.00
Disclosure

SEC source: 0001628908-23-000089 · wf-form4_168660495656923.xml · nonDerivative · entry 1

Holder Diane · CIK 0001642976 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,140

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 8, 2024 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
June 08, 2023 Filed Jun 12, 2023 21:20 UTC
GRUA PETER JDirector
GrantClass A Common Stock 5,049 $0.00 $0.00
Disclosure

SEC source: 0001628908-23-000085 · wf-form4_168660483831009.xml · nonDerivative · entry 1

GRUA PETER J · CIK 0001242813 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,668

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 8, 2024 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
June 08, 2023 Filed Jun 12, 2023 21:22 UTC GrantClass A Common Stock 5,049 $0.00 $0.00
Disclosure

SEC source: 0001628908-23-000087 · wf-form4_168660492615314.xml · nonDerivative · entry 1

Barbarosh Craig A. · CIK 0001472457 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,247

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 8, 2024 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
June 08, 2023 Filed Jun 12, 2023 17:23 UTC GrantClass A Common Stock 5,049 $0.00 $0.00
Disclosure

SEC source: 0001628908-23-000091 · wf-form4_168660498858162.xml · nonDerivative · entry 1

DUFFY MARY BRIDGET · CIK 0001570881 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,499

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 8, 2024 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
June 08, 2023 Filed Jun 12, 2023 21:22 UTC GrantClass A Common Stock 5,049 $0.00 $0.00
Disclosure

SEC source: 0001628908-23-000088 · wf-form4_168660493913510.xml · nonDerivative · entry 1

Sotunde Tunde · CIK 0001891237 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,018

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

F2 · shares: Securities vest on the earlier of June 8, 2024 and the date of the Company's 2024 annual meeting, subject to the reporting person's continued service on the vesting date.

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June 08, 2023 Filed Jun 12, 2023 21:21 UTC
Scott CherylDirector
GrantClass A Common Stock 5,049 $0.00 $0.00
Disclosure

SEC source: 0001628908-23-000086 · wf-form4_168660488009803.xml · nonDerivative · entry 1

Scott Cheryl · CIK 0001656979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,153

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 8, 2024 and the date of the Company's 2024 annual meeting, subject to the reporting person's continued service on the vesting date.

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June 01, 2023 Filed Jun 5, 2023 16:23 UTC Exercise / conversionClass A Common Option (right to buy) · Derivative 90,940 $0.00 Strike: $10.27 $0.00
Disclosure

SEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · derivative · entry 9

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,250

Underlying: Class A Common Stock · 90,940 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022.

F9 · derivative.exercise_date: The Class A Common Stock Options exercised vested on March 1, 2017, March 1, 2018, March 1, 2019, and March 1, 2020.

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June 01, 2023 Filed Jun 5, 2023 16:23 UTC Exercise / conversionClass A Common Option (right to buy) · Derivative 19,060 $0.00 Strike: $6.87 $0.00
Disclosure

SEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · derivative · entry 8

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 19,060 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022.

F8 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2019.

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June 01, 2023 Filed Jun 5, 2023 16:23 UTC SaleClass A Common Stock 49,026 $29.74 $1,458,033.24
Disclosure

SEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · nonDerivative · entry 6

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 819,812

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 August 26, 2022.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.60 to $29.86, 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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June 01, 2023 Filed Jun 5, 2023 16:23 UTC SaleClass A Common Stock 41,914 $29.26 $1,226,403.64
Disclosure

SEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · nonDerivative · entry 5

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 868,838

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 August 26, 2022.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.60 to $29.59, 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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June 01, 2023 Filed Jun 5, 2023 16:23 UTC SaleClass A Common Stock 9,969 $29.75 $296,577.75
Disclosure

SEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · nonDerivative · entry 4

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 910,752

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 August 26, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.63 to $29.83, 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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June 01, 2023 Filed Jun 5, 2023 16:23 UTC SaleClass A Common Stock 9,091 $29.27 $266,093.57
Disclosure

SEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · nonDerivative · entry 3

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 920,721

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 August 26, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.63 to $29.62, 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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June 01, 2023 Filed Jun 5, 2023 16:23 UTC Exercise / conversionClass A Common Stock 90,940 $10.27 $933,953.80
Disclosure

SEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · nonDerivative · entry 2

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 929,812

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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022.

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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June 01, 2023 Filed Jun 5, 2023 16:23 UTC Exercise / conversionClass A Common Stock 19,060 $6.87 $130,942.20
Disclosure

SEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · nonDerivative · entry 1

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 838,872

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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022.

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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May 01, 2023 Filed May 3, 2023 16:24 UTC Exercise / conversionClass A Common Option (right to buy) · Derivative 110,000 $0.00 Strike: $6.87 $0.00
Disclosure

SEC source: 0001628908-23-000063 · wf-form4_168314547129704.xml · derivative · entry 4

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 19,060

Underlying: Class A Common Stock · 110,000 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022.

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

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May 01, 2023 Filed May 3, 2023 16:24 UTC SaleClass A Common Stock 110,000 $36.29 $3,991,900.00
Disclosure

SEC source: 0001628908-23-000063 · wf-form4_168314547129704.xml · nonDerivative · entry 2

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 819,812

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 August 26, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.79 to $36.68, 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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May 01, 2023 Filed May 3, 2023 16:24 UTC Exercise / conversionClass A Common Stock 110,000 $6.87 $755,700.00
Disclosure

SEC source: 0001628908-23-000063 · wf-form4_168314547129704.xml · nonDerivative · entry 1

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 929,812

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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022.

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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April 03, 2023 Filed Apr 5, 2023 16:43 UTC Exercise / conversionClass A Common Option (right to buy) · Derivative 110,000 $0.00 Strike: $6.87 $0.00
Disclosure

SEC source: 0001628908-23-000053 · wf-form4_168072741293449.xml · derivative · entry 5

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 129,060

Underlying: Class A Common Stock · 110,000 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 August 26, 2022.

F6 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2018 and February 1, 2019.

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April 03, 2023 Filed Apr 5, 2023 16:43 UTC SaleClass A Common Stock 5,874 $32.37 $190,141.38
Disclosure

SEC source: 0001628908-23-000053 · wf-form4_168072741293449.xml · nonDerivative · entry 3

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 819,812

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 August 26, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.14 to $32.57, 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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April 03, 2023 Filed Apr 5, 2023 16:43 UTC SaleClass A Common Stock 104,126 $31.80 $3,311,206.80
Disclosure

SEC source: 0001628908-23-000053 · wf-form4_168072741293449.xml · nonDerivative · entry 2

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 825,686

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 August 26, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.138 to $32.135, 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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April 03, 2023 Filed Apr 5, 2023 16:43 UTC Exercise / conversionClass A Common Stock 110,000 $6.87 $755,700.00
Disclosure

SEC source: 0001628908-23-000053 · wf-form4_168072741293449.xml · nonDerivative · entry 1

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 929,812

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 August 26, 2022.

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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March 07, 2023 Filed Mar 7, 2023 18:04 UTC SaleClass A Common Stock 116,311 $34.62 $4,026,686.82
Disclosure

SEC source: 0001628908-23-000045 · wf-form4_167823026516991.xml · nonDerivative · entry 4

WILLIAMS FRANK J · CIK 0001204938 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 819,812

F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 13, 2022.

F4 · 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 $34.35 to $34.92, 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.

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March 07, 2023 Filed Mar 7, 2023 23:06 UTC
Blackley SethDirector · Chief Executive Officer
SaleClass A Common Stock 95,055 $34.62 $3,290,804.10
Disclosure

SEC source: 0001628908-23-000047 · wf-form4_167823038064797.xml · nonDerivative · entry 4

Blackley Seth · CIK 0001643346 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 783,011

F3 · 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 $34.35 to $34.92, 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.

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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.