Tapewire

NYSE · USD

GNW

GENWORTH FINANCIAL INC

Export transactions ↓
Tapewire entity
4085
SEC CIK
0001276520
Parsed reports
528

Last 12 months

Inside the activity.

0 purchase rows · 7 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202501
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202602
Jun 202600
Jul 202600
Aug 202602
Sep 202601
Oct 202600

Latest available

Insider transactions

JSON API
Reset

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
February 26, 2025 Filed Feb 28, 2025 16:20 UTC
White Andrea LynnPres. & CEO, CareScout Ins.
Exercise / conversionRestricted Stock Units · Derivative 21,715 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-030033 · ownership.xml · derivative · entry 3

White Andrea Lynn · CIK 0001930961 · Pres. & CEO, CareScout Ins.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,432

Underlying: Common Stock · 21,715 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 16:20 UTC
White Andrea LynnPres. & CEO, CareScout Ins.
Tax withholdingCommon Stock 6,537 $6.65 $43,471.05
Disclosure

SEC source: 0000950170-25-030033 · ownership.xml · nonDerivative · entry 2

White Andrea Lynn · CIK 0001930961 · Pres. & CEO, CareScout Ins.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 642,101

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 26, 2025.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 16:20 UTC
White Andrea LynnPres. & CEO, CareScout Ins.
Exercise / conversionCommon Stock 21,715 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-030033 · ownership.xml · nonDerivative · entry 1

White Andrea Lynn · CIK 0001930961 · Pres. & CEO, CareScout Ins.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 648,638

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:18 UTC
Karawan Gregory S.EVP and General Counsel
GrantRestricted Stock Units · Derivative 75,949 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-030026 · ownership.xml · derivative · entry 5

Karawan Gregory S. · CIK 0001899392 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,949

Underlying: Common Stock · 75,949 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F4 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal installments beginning on February 26, 2026.

F4 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal installments beginning on February 26, 2026.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:18 UTC
Karawan Gregory S.EVP and General Counsel
Exercise / conversionRestricted Stock Units · Derivative 27,144 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-030026 · ownership.xml · derivative · entry 4

Karawan Gregory S. · CIK 0001899392 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,289

Underlying: Common Stock · 27,144 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:18 UTC
Karawan Gregory S.EVP and General Counsel
Tax withholdingCommon Stock 7,533 $6.65 $50,094.45
Disclosure

SEC source: 0000950170-25-030026 · ownership.xml · nonDerivative · entry 2

Karawan Gregory S. · CIK 0001899392 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 315,846

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 26, 2025.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:18 UTC
Karawan Gregory S.EVP and General Counsel
Exercise / conversionCommon Stock 27,144 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-030026 · ownership.xml · nonDerivative · entry 1

Karawan Gregory S. · CIK 0001899392 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 323,379

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:19 UTC
Upton Jerome TEVP & Chief Financial Officer
GrantRestricted Stock Units · Derivative 112,518 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-030031 · ownership.xml · derivative · entry 4

Upton Jerome T · CIK 0001509299 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,518

Underlying: Common Stock · 112,518 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F4 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal installments beginning on February 26, 2026.

F4 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal installments beginning on February 26, 2026.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:19 UTC
Upton Jerome TEVP & Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 43,431 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-030031 · ownership.xml · derivative · entry 3

Upton Jerome T · CIK 0001509299 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,862

Underlying: Common Stock · 43,431 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:19 UTC
Upton Jerome TEVP & Chief Financial Officer
Tax withholdingCommon Stock 11,627 $6.65 $77,319.55
Disclosure

SEC source: 0000950170-25-030031 · ownership.xml · nonDerivative · entry 2

Upton Jerome T · CIK 0001509299 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 410,240

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 26, 2025.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:19 UTC
Upton Jerome TEVP & Chief Financial Officer
Exercise / conversionCommon Stock 43,431 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-030031 · ownership.xml · nonDerivative · entry 1

Upton Jerome T · CIK 0001509299 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 421,867

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:17 UTC
Hodges Mark BlakeleyEVP and Chief Risk Officer
GrantRestricted Stock Units · Derivative 56,259 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-030025 · ownership.xml · derivative · entry 5

Hodges Mark Blakeley · CIK 0001930685 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,259

Underlying: Common Stock · 56,259 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F4 · derivative.exercise_date: Restriced Stock Units vest and convert to Class A Common Stock in three equal installments beginning on February 26, 2026.

F4 · derivative.expiration_date: Restriced Stock Units vest and convert to Class A Common Stock in three equal installments beginning on February 26, 2026.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:17 UTC
Hodges Mark BlakeleyEVP and Chief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 21,715 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-030025 · ownership.xml · derivative · entry 4

Hodges Mark Blakeley · CIK 0001930685 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,432

Underlying: Common Stock · 21,715 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:17 UTC
Hodges Mark BlakeleyEVP and Chief Risk Officer
Tax withholdingCommon Stock 6,537 $6.65 $43,471.05
Disclosure

SEC source: 0000950170-25-030025 · ownership.xml · nonDerivative · entry 2

Hodges Mark Blakeley · CIK 0001930685 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,267

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 26, 2025.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:17 UTC
Hodges Mark BlakeleyEVP and Chief Risk Officer
Exercise / conversionCommon Stock 21,715 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-030025 · ownership.xml · nonDerivative · entry 1

Hodges Mark Blakeley · CIK 0001930685 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,804

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:17 UTC
Hagerman MelissaEVP and Chief HR Officer
GrantRestricted Stock Units · Derivative 70,323 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-030024 · ownership.xml · derivative · entry 4

Hagerman Melissa · CIK 0001899394 · EVP and Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,323

Underlying: Common Stock · 70,323 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F4 · derivative.exercise_date: Restriced Stock Units vest and convert to Common Stock in three equal installments beginning on February 26, 2026.

F4 · derivative.expiration_date: Restriced Stock Units vest and convert to Common Stock in three equal installments beginning on February 26, 2026.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:17 UTC
Hagerman MelissaEVP and Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 21,715 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-030024 · ownership.xml · derivative · entry 3

Hagerman Melissa · CIK 0001899394 · EVP and Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,432

Underlying: Common Stock · 21,715 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:17 UTC
Hagerman MelissaEVP and Chief HR Officer
Tax withholdingCommon Stock 6,537 $6.65 $43,471.05
Disclosure

SEC source: 0000950170-25-030024 · ownership.xml · nonDerivative · entry 2

Hagerman Melissa · CIK 0001899394 · EVP and Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,930

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 26, 2025.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:17 UTC
Hagerman MelissaEVP and Chief HR Officer
Exercise / conversionCommon Stock 21,715 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-030024 · ownership.xml · nonDerivative · entry 1

Hagerman Melissa · CIK 0001899394 · EVP and Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 117,467

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:16 UTC
Arland Jamala M.Pres. & CEO, U.S. Life Ins.
GrantRestricted Stock Units · Derivative 90,014 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-030023 · ownership.xml · derivative · entry 4

Arland Jamala M. · CIK 0002005006 · Pres. & CEO, U.S. Life Ins.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,014

Underlying: Common Stock · 90,014 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F4 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal installments beginning on February 26, 2026.

F4 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal installments beginning on February 26, 2026.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:16 UTC
Arland Jamala M.Pres. & CEO, U.S. Life Ins.
Exercise / conversionRestricted Stock Units · Derivative 27,144 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-030023 · ownership.xml · derivative · entry 3

Arland Jamala M. · CIK 0002005006 · Pres. & CEO, U.S. Life Ins.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,289

Underlying: Common Stock · 27,144 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 26, 2025.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:16 UTC
Arland Jamala M.Pres. & CEO, U.S. Life Ins.
Tax withholdingCommon Stock 8,171 $6.65 $54,337.15
Disclosure

SEC source: 0000950170-25-030023 · ownership.xml · nonDerivative · entry 2

Arland Jamala M. · CIK 0002005006 · Pres. & CEO, U.S. Life Ins.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,907

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 26, 2025.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:16 UTC
Arland Jamala M.Pres. & CEO, U.S. Life Ins.
Exercise / conversionCommon Stock 27,144 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-030023 · ownership.xml · nonDerivative · entry 1

Arland Jamala M. · CIK 0002005006 · Pres. & CEO, U.S. Life Ins.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,078

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 17:19 UTC
Saltzgaber Kelly AEVP & Chief Investment Officer
Exercise / conversionRestricted Stock Units · Derivative 21,891 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023352 · ownership.xml · derivative · entry 3

Saltzgaber Kelly A · CIK 0001967338 · EVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,892

Underlying: Common Stock · 21,891 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 17:19 UTC
Saltzgaber Kelly AEVP & Chief Investment Officer
Tax withholdingCommon Stock 6,158 $7.30 $44,953.40
Disclosure

SEC source: 0000950170-25-023352 · ownership.xml · nonDerivative · entry 2

Saltzgaber Kelly A · CIK 0001967338 · EVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,758

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 17:19 UTC
Saltzgaber Kelly AEVP & Chief Investment Officer
Exercise / conversionCommon Stock 21,891 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-023352 · ownership.xml · nonDerivative · entry 1

Saltzgaber Kelly A · CIK 0001967338 · EVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,916

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 17:20 UTC
White Andrea LynnPres. & CEO, CareScout Ins.
Exercise / conversionRestricted Stock Units · Derivative 30,865 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023355 · ownership.xml · derivative · entry 6

White Andrea Lynn · CIK 0001930961 · Pres. & CEO, CareScout Ins.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 30,865 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 17:20 UTC
White Andrea LynnPres. & CEO, CareScout Ins.
Exercise / conversionRestricted Stock Units · Derivative 21,891 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023355 · ownership.xml · derivative · entry 5

White Andrea Lynn · CIK 0001930961 · Pres. & CEO, CareScout Ins.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,892

Underlying: Common Stock · 21,891 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 17:20 UTC
White Andrea LynnPres. & CEO, CareScout Ins.
Tax withholdingCommon Stock 9,291 $7.30 $67,824.30
Disclosure

SEC source: 0000950170-25-023355 · ownership.xml · nonDerivative · entry 4

White Andrea Lynn · CIK 0001930961 · Pres. & CEO, CareScout Ins.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 626,923

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 17:20 UTC
White Andrea LynnPres. & CEO, CareScout Ins.
Exercise / conversionCommon Stock 30,865 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-023355 · ownership.xml · nonDerivative · entry 3

White Andrea Lynn · CIK 0001930961 · Pres. & CEO, CareScout Ins.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 636,214

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 17:20 UTC
White Andrea LynnPres. & CEO, CareScout Ins.
Tax withholdingCommon Stock 7,281 $7.30 $53,151.30
Disclosure

SEC source: 0000950170-25-023355 · ownership.xml · nonDerivative · entry 2

White Andrea Lynn · CIK 0001930961 · Pres. & CEO, CareScout Ins.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 605,349

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 17:20 UTC
White Andrea LynnPres. & CEO, CareScout Ins.
Exercise / conversionCommon Stock 21,891 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-023355 · ownership.xml · nonDerivative · entry 1

White Andrea Lynn · CIK 0001930961 · Pres. & CEO, CareScout Ins.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 612,630

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:20 UTC
Upton Jerome TEVP & Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 20,576 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023353 · ownership.xml · derivative · entry 6

Upton Jerome T · CIK 0001509299 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,576 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:20 UTC
Upton Jerome TEVP & Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 36,486 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023353 · ownership.xml · derivative · entry 5

Upton Jerome T · CIK 0001509299 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,486

Underlying: Common Stock · 36,486 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:20 UTC
Upton Jerome TEVP & Chief Financial Officer
Tax withholdingCommon Stock 5,509 $7.30 $40,215.70
Disclosure

SEC source: 0000950170-25-023353 · ownership.xml · nonDerivative · entry 4

Upton Jerome T · CIK 0001509299 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 378,436

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:20 UTC
Upton Jerome TEVP & Chief Financial Officer
Exercise / conversionCommon Stock 20,576 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-023353 · ownership.xml · nonDerivative · entry 3

Upton Jerome T · CIK 0001509299 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 383,945

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:20 UTC
Upton Jerome TEVP & Chief Financial Officer
Tax withholdingCommon Stock 9,768 $7.30 $71,306.40
Disclosure

SEC source: 0000950170-25-023353 · ownership.xml · nonDerivative · entry 2

Upton Jerome T · CIK 0001509299 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 363,369

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:20 UTC
Upton Jerome TEVP & Chief Financial Officer
Exercise / conversionCommon Stock 36,486 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-023353 · ownership.xml · nonDerivative · entry 1

Upton Jerome T · CIK 0001509299 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 373,137

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:19 UTC
Karawan Gregory S.EVP and General Counsel
Exercise / conversionRestricted Stock Units · Derivative 30,865 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023350 · ownership.xml · derivative · entry 7

Karawan Gregory S. · CIK 0001899392 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 30,865 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:19 UTC
Karawan Gregory S.EVP and General Counsel
Exercise / conversionRestricted Stock Units · Derivative 21,891 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023350 · ownership.xml · derivative · entry 6

Karawan Gregory S. · CIK 0001899392 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,892

Underlying: Common Stock · 21,891 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:19 UTC
Karawan Gregory S.EVP and General Counsel
Tax withholdingCommon Stock 8,566 $7.30 $62,531.80
Disclosure

SEC source: 0000950170-25-023350 · ownership.xml · nonDerivative · entry 4

Karawan Gregory S. · CIK 0001899392 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 296,235

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:19 UTC
Karawan Gregory S.EVP and General Counsel
Exercise / conversionCommon Stock 30,865 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-023350 · ownership.xml · nonDerivative · entry 3

Karawan Gregory S. · CIK 0001899392 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 304,801

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:19 UTC
Karawan Gregory S.EVP and General Counsel
Tax withholdingCommon Stock 6,075 $7.30 $44,347.50
Disclosure

SEC source: 0000950170-25-023350 · ownership.xml · nonDerivative · entry 2

Karawan Gregory S. · CIK 0001899392 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 273,936

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:19 UTC
Karawan Gregory S.EVP and General Counsel
Exercise / conversionCommon Stock 21,891 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-023350 · ownership.xml · nonDerivative · entry 1

Karawan Gregory S. · CIK 0001899392 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 280,011

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:18 UTC
Hodges Mark BlakeleyEVP and Chief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 16,461 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023349 · ownership.xml · derivative · entry 7

Hodges Mark Blakeley · CIK 0001930685 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 16,461 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:18 UTC
Hodges Mark BlakeleyEVP and Chief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 21,891 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023349 · ownership.xml · derivative · entry 6

Hodges Mark Blakeley · CIK 0001930685 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,892

Underlying: Common Stock · 21,891 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.

F1 · derivative.exercise_price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

F3 · derivative.expiration_date: Restricted Stock Units vested and converted to Common Stock on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:18 UTC
Hodges Mark BlakeleyEVP and Chief Risk Officer
Tax withholdingCommon Stock 4,955 $7.30 $36,171.50
Disclosure

SEC source: 0000950170-25-023349 · ownership.xml · nonDerivative · entry 4

Hodges Mark Blakeley · CIK 0001930685 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,089

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:18 UTC
Hodges Mark BlakeleyEVP and Chief Risk Officer
Exercise / conversionCommon Stock 16,461 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-023349 · ownership.xml · nonDerivative · entry 3

Hodges Mark Blakeley · CIK 0001930685 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,044

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:18 UTC
Hodges Mark BlakeleyEVP and Chief Risk Officer
Tax withholdingCommon Stock 7,383 $7.30 $53,895.90
Disclosure

SEC source: 0000950170-25-023349 · ownership.xml · nonDerivative · entry 2

Hodges Mark Blakeley · CIK 0001930685 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,583

F2 · shares: The Company withheld shares of Common Stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on February 14, 2025.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:18 UTC
Hodges Mark BlakeleyEVP and Chief Risk Officer
Exercise / conversionCommon Stock 21,891 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-023349 · ownership.xml · nonDerivative · entry 1

Hodges Mark Blakeley · CIK 0001930685 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,966

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 · price: Restricted Stock Units settle in Common Stock on a 1:1 basis.

Read SEC document

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