Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTENE CORPCNC · Entity 3133 | Director | June 30, 2025 | July 02, 2025 |
| Myovant Sciences Ltd.MYOV · Entity 115677 | Director | August 18, 2017 | October 20, 2017 |
| NISOURCE INC.NI · Entity 3270 | Director | May 25, 2021 | May 27, 2021 |
| Surgery Partners, Inc.SGRY · Entity 4534 | Director · Exec Chairman of the Board | March 21, 2025 | March 25, 2025 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Chief Financial Officer | September 22, 2026 | September 24, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CENTENE CORP
Report date June 30, 2025 · Filed July 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,523.274 |
Reported balance
After 2025-06-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-06-30 · Grant · Acquired 602 · Balance 19,523.274 F1: Ownership includes 3,579 shares of restricted stock units subject to vesting requirements. |
| Common Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $80.57 · Expires 2032-02-07 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2025-06-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 10,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Ownership includes 3,579 shares of restricted stock units subject to vesting requirements.
Myovant Sciences Ltd.
Report date August 18, 2017 · Filed October 20, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.14 · Expires 2027-08-17 | Direct | 22,500 |
Reported balance
After 2017-08-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-08-18 · Grant · Acquired 22,500 · Balance 22,500 F1: 100% of the shares underlying the option vest and become exercisable on the earlier of (a) August 18, 2018, and (b) the date that is one day prior to the Issuer's 2018 Annual General Meeting of Shareholders, subject to the Reporting Person providing continuous service to the Issuer on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the shares underlying the option vest and become exercisable on the earlier of (a) August 18, 2018, and (b) the date that is one day prior to the Issuer's 2018 Annual General Meeting of Shareholders, subject to the Reporting Person providing continuous service to the Issuer on such date.
NISOURCE INC.
Report date May 25, 2021 · Filed May 27, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,480.185 |
Reported balance
After 2021-05-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-05-25 · Grant · Acquired 5,922 · Balance 35,480.185 F1: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2: This amount includes 989.03 RSUs received pursuant to the dividend equivalent provisions of the RSU awards and which are subject to the same vesting conditions as the underlying RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan.
F2: This amount includes 989.03 RSUs received pursuant to the dividend equivalent provisions of the RSU awards and which are subject to the same vesting conditions as the underlying RSUs.
Surgery Partners, Inc.
Report date March 21, 2025 · Filed March 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 105,203 |
Reported balance
After 2025-03-21 transaction · row 1
1 source rowRow 1 · 2025-03-21 · Grant · Acquired 4,233 · Balance 105,203 F1: Represents restricted stock awards ("RSAs") granted to the reporting person on March 21, 2025 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock awards ("RSAs") granted to the reporting person on March 21, 2025 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.
UNITEDHEALTH GROUP INC
Report date September 22, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,675.758 |
Reported balance
After 2026-09-22 transaction · row 1
1 source rowRow 1 · 2026-09-22 · Grant · Acquired 106.233 · Balance 18,675.758 F1: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 13, 2020 Filed Mar 17, 2020 21:06 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 46,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-20-000022 · wf-form4_158447916303155.xml · nonDerivative · entry 1 DeVeydt Wayne S · CIK 0001321392 · Director · Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,727 F1 · shares: Shares issued based on 2019 performance under performance stock unit awards granted to the Reporting Person on March 15, 2019. Shares will vest in two equal annual installments on each of the first two anniversaries of March 13, 2020. Read SEC document |
| January 04, 2020 Filed Feb 7, 2020 22:50 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 9,014 | $16.03 | $144,494.42 |
DisclosureSEC source: 0001638833-20-000006 · wf-form4_158111583546522.xml · nonDerivative · entry 1 DeVeydt Wayne S · CIK 0001321392 · Director · Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,155 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on January 4, 2020 of restricted stock. Read SEC document |
| May 07, 2019 Filed May 8, 2019 18:32 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 4,956.741 | $27.74 | $137,500.00 |
DisclosureSEC source: 0001127602-19-017720 · form4.xml · nonDerivative · entry 1 DeVeydt Wayne S · CIK 0001321392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,170.654 F1 · shares: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's common stock pursuant to the Company's 2010 Omnibus Plan. The RSUs granted as part of the non-employee director's annual compensation and vest in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. F2 · balance_after: This amount includes 291.767 Restricted Stock Units ("RSUs") acquired pursuant to a dividend reinvestment feature of the RSUs granted under the Company's 2010 Omnibus Plan. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 19:17 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantStock Option (Right to Buy) · Derivative | 490,000 | $0.00 Strike: $13.42 | $0.00 |
DisclosureSEC source: 0001638833-19-000020 · wf-form4_155302304477140.xml · derivative · entry 2 DeVeydt Wayne S · CIK 0001321392 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490,000 Underlying: Common Stock · 490,000 shares Expires 2029-03-15 F2 · derivative.exercise_date: One-third (1/3) of the options will vest in three equal installments on each of December 31, 2020, December 31, 2021, and December 31, 2022, generally contingent upon continued employment through each applicable vesting date (the "time condition"). One-third (1/3) of the options will vest based on satisfaction of the time condition and the achievement of a closing price per share of the Issuer's Common Stock of $25.00. The remaining one-third (1/3) of the options will vest based on satisfaction of the time condition and the achievement of a closing price per share of the Issuer's Common Stock of $35.00. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 19:17 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 46,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-19-000020 · wf-form4_155302304477140.xml · nonDerivative · entry 1 DeVeydt Wayne S · CIK 0001321392 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,169 F1 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 15, 2019. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 21:13 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 9,302 | $9.93 | $92,368.86 |
DisclosureSEC source: 0000904454-19-000048 · edgar.xml · nonDerivative · entry 1 DeVeydt Wayne S · CIK 0001321392 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,597 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on January 4, 2019 of restricted stock that was granted to the Reporting Person on January 4, 2018. Read SEC document |
| December 16, 2018 Filed Dec 18, 2018 21:18 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantStock Appreciation Right · Derivative | 200,000 | $0.00 Strike: $12.90 | $0.00 |
DisclosureSEC source: 0000904454-18-000795 · edgar.xml · derivative · entry 2 DeVeydt Wayne S · CIK 0001321392 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2028-01-04 F3 · derivative.exercise_date: Fifty percent of the stock appreciation rights will vest in five equal annual installments on each of the first five anniversaries of January 4, 2018 (the "time condition"). Twenty-five percent of the stock appreciation rights will vest based on satisfaction of the time condition and the achievement of an average closing price per share of the Issuer's Common Stock of $25.00 over a period of sixty consecutive trading days. The remaining twenty-five percent of the stock appreciation rights will vest based on satisfaction of the time condition and the achievement of an average closing price per share of the Issuer's Common Stock of $35.00 over a period of sixty consecutive trading days. Read SEC document |
| December 16, 2018 Filed Dec 18, 2018 21:18 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Disposition to issuerStock Option (Right to Buy) · Derivative | 200,000 | Not disclosed Strike: $12.90 | Not disclosed |
DisclosureSEC source: 0000904454-18-000795 · edgar.xml · derivative · entry 1 DeVeydt Wayne S · CIK 0001321392 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 200,000 shares Expires 2028-01-04 F2 · shares: This option was granted to the Reporting Person on January 4, 2018 for a total of 700,000 shares of Common Stock. On December 16, 2018 the Issuer canceled a portion of this award, representing 200,000 shares of Common Stock, reducing the amount of the option to 500,000 shares of Common Stock. In exchange for such cancelation, on the same date the Issuer granted to the Reporting Person the stock appreciation rights reported herein. F2 · price: This option was granted to the Reporting Person on January 4, 2018 for a total of 700,000 shares of Common Stock. On December 16, 2018 the Issuer canceled a portion of this award, representing 200,000 shares of Common Stock, reducing the amount of the option to 500,000 shares of Common Stock. In exchange for such cancelation, on the same date the Issuer granted to the Reporting Person the stock appreciation rights reported herein. F1 · derivative.exercise_date: Fifty percent of the options will vest in five equal annual installments on each of the first five anniversaries of January 4, 2018 (the "time condition"). Twenty-five percent of the options will vest based on satisfaction of the time condition and the achievement of an average closing price per share of the Issuer's Common Stock of $25.00 over a period of sixty consecutive trading days. The remaining twenty-five percent of the options will vest based on satisfaction of the time condition and the achievement of an average closing price per share of the Issuer's Common Stock of $35.00 over a period of sixty consecutive trading days. F2 · balance_after: This option was granted to the Reporting Person on January 4, 2018 for a total of 700,000 shares of Common Stock. On December 16, 2018 the Issuer canceled a portion of this award, representing 200,000 shares of Common Stock, reducing the amount of the option to 500,000 shares of Common Stock. In exchange for such cancelation, on the same date the Issuer granted to the Reporting Person the stock appreciation rights reported herein. Read SEC document |
| May 08, 2018 Filed May 9, 2018 20:20 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 5,478.088 | $25.10 | $137,500.01 |
DisclosureSEC source: 0001127602-18-016749 · form4.xml · nonDerivative · entry 1 DeVeydt Wayne S · CIK 0001321392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,922.146 F1 · shares: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's common stock pursuant to the NiSource Inc. 2010 Omnibus Incentive Plan. The RSUs are granted as part of the non-employee director's annual compensation and vest in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. Read SEC document |
| January 04, 2018 Filed Jan 8, 2018 21:04 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantStock Option (Right to Buy) · Derivative | 700,000 | $0.00 Strike: $12.90 | $0.00 |
DisclosureSEC source: 0000904454-18-000025 · edgar.xml · derivative · entry 2 DeVeydt Wayne S · CIK 0001321392 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,000 Underlying: Common Stock · 700,000 shares Expires 2028-01-04 F1 · derivative.exercise_date: Fifty percent of the options will vest in five equal annual installments on each of the first five anniversaries of 1/4/2018 (the "time condition"). Twenty-five percent of the options will vest based on satisfaction of the time condition and the achievement of an average closing price per share of the Issuer's Common Stock of $25.00 over a period of sixty consecutive trading days. The remaining twenty-five percent of the options will vest based on satisfaction of the time condition and the achievement of an average closing price per share of the Issuer's Common Stock of $35.00 over a period of sixty consecutive trading days. Read SEC document |
| January 04, 2018 Filed Jan 8, 2018 21:04 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 96,899 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-18-000025 · edgar.xml · nonDerivative · entry 1 DeVeydt Wayne S · CIK 0001321392 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,899 Read SEC document |
| August 18, 2017 Filed Oct 20, 2017 20:46 UTC | Myovant Sciences Ltd. MYOV · Entity 115677 | GrantStock Option (Right to Buy) · Derivative | 22,500 | $0.00 Strike: $13.14 | $0.00 |
DisclosureSEC source: 0001209191-17-057646 · doc4.xml · derivative · entry 1 DeVeydt Wayne S · CIK 0001321392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Shares · 22,500 shares Expires 2027-08-17 F1 · derivative.exercise_date: 100% of the shares underlying the option vest and become exercisable on the earlier of (a) August 18, 2018, and (b) the date that is one day prior to the Issuer's 2018 Annual General Meeting of Shareholders, subject to the Reporting Person providing continuous service to the Issuer on such date. Read SEC document |
| May 15, 2017 Filed May 17, 2017 21:16 UTC | Myovant Sciences Ltd. MYOV · Entity 115677 | GrantStock Option (Right to Buy) · Derivative | 11,154 | $0.00 Strike: $12.68 | $0.00 |
DisclosureSEC source: 0001209191-17-033255 · doc4.xml · derivative · entry 1 DeVeydt Wayne S · CIK 0001321392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,154 Underlying: Common Shares · 11,154 shares Expires 2027-05-14 F1 · derivative.exercise_date: 1/3rd of the shares underlying the option vest and become exercisable on May 15, 2018; the balance of the shares vest and become exercisable in a series of eight (8) successive equal quarterly installments measured from May 15, 2018, subject to the Reporting Person providing continuous service to the Issuer on each such date. Read SEC document |
| May 09, 2017 Filed May 11, 2017 15:21 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 5,394.191 | $24.10 | $130,000.00 |
DisclosureSEC source: 0001127602-17-017650 · form4.xml · nonDerivative · entry 1 DeVeydt Wayne S · CIK 0001321392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,290.926 F1 · shares: Represents restricted stock units granted as part of non-employee director's compensation. 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.