Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LifeStance Health Group, Inc.LFST · Entity 3936 | Director · Chief Executive 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.
LifeStance Health 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 | 948,247 |
Ending reported balance
After 2026-09-22 transaction · row 3
2 source rows · reconciled sequenceRow 1 · 2026-09-22 · Gift · Disposed 150,000 · Balance 1,098,247 F1: Represents shares transferred by the reporting person to The KMB 2026 Grantor Retained Annuity Trust, of which the reporting person's immediate family member is the sole trustee and annuitant. Row 3 · 2026-09-22 · Gift · Disposed 150,000 · Balance 948,247 F3: Represents shares transferred by the reporting person to The DPB 2026 Grantor Retained Annuity Trust, of which the reporting person is the sole trustee and annuitant. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 150,000 |
Reported balance
After 2026-09-22 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-09-22 · Gift · Acquired 150,000 · Balance 150,000 F2: Shares are held by The KMB 2026 Grantor Retained Annuity Trust, of which the reporting person's immediate family member is the sole trustee and annuitant. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 150,000 |
Reported balance
After 2026-09-22 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-09-22 · Gift · Acquired 150,000 · Balance 150,000 F4: Shares are held by The DPB 2026 Grantor Retained Annuity Trust, of which the reporting person is the sole trustee and annuitant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares transferred by the reporting person to The KMB 2026 Grantor Retained Annuity Trust, of which the reporting person's immediate family member is the sole trustee and annuitant.
F2: Shares are held by The KMB 2026 Grantor Retained Annuity Trust, of which the reporting person's immediate family member is the sole trustee and annuitant.
F3: Represents shares transferred by the reporting person to The DPB 2026 Grantor Retained Annuity Trust, of which the reporting person is the sole trustee and annuitant.
F4: Shares are held by The DPB 2026 Grantor Retained Annuity Trust, of which the reporting person is the sole trustee and annuitant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MAGELLAN HEALTH INC
Report date January 04, 2022 · Filed January 04, 2022
Section 16 reporting ended · disclosed 2022-01-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-01-04 transaction · row 1
1 source rowRow 1 · 2022-01-04 · Disposition to issuer · Disposed 1,330 · Balance 0 F1: In connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of January 4, 2021 (the "Merger Agreement"), by and among the Issuer, Centene Corporation ("Centene") and Mayflower Merger Sub, Inc. ("Merger Sub"), pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Centene, each share of the Issuer's common stock, par value $0.01 per share (the "Common Stock") outstanding immediately prior to the effective time of the Merger and not otherwise excluded pursuant to the terms of the Merger Agreement was disposed of in exchange for $95.00 per share in cash, without interest (the "Merger Consideration"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2022-01-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-01-04 · Disposition to issuer · Disposed 4,383 · Balance 0 F2: Not applicable. F3: These unvested restricted stock units previously granted by the Issuer on October 1, 2020, which provided for vesting in equal increments on each of October 1, 2022 and 2023, were disposed of in exchange for a number of restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2022-01-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-01-04 · Disposition to issuer · Disposed 16,963 · Balance 0 F2: Not applicable. F4: These unvested restricted stock units previously granted by the Issuer on March 3, 2021, which provided for a one-third vesting of shares on each of March 3, 2022, 2023 and 2024, were disposed of in exchange for a number of restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2022-01-04 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-01-04 · Disposition to issuer · Disposed 4,362 · Balance 0 F2: Not applicable. F5: These performance-vested restricted stock units of the Issuer that were previously reported in connection with an award granted on October 1, 2020 were disposed of in exchange for a number of time-vested restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of January 4, 2021 (the "Merger Agreement"), by and among the Issuer, Centene Corporation ("Centene") and Mayflower Merger Sub, Inc. ("Merger Sub"), pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Centene, each share of the Issuer's common stock, par value $0.01 per share (the "Common Stock") outstanding immediately prior to the effective time of the Merger and not otherwise excluded pursuant to the terms of the Merger Agreement was disposed of in exchange for $95.00 per share in cash, without interest (the "Merger Consideration").
F2: Not applicable.
F3: These unvested restricted stock units previously granted by the Issuer on October 1, 2020, which provided for vesting in equal increments on each of October 1, 2022 and 2023, were disposed of in exchange for a number of restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement.
F4: These unvested restricted stock units previously granted by the Issuer on March 3, 2021, which provided for a one-third vesting of shares on each of March 3, 2022, 2023 and 2024, were disposed of in exchange for a number of restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement.
F5: These performance-vested restricted stock units of the Issuer that were previously reported in connection with an award granted on October 1, 2020 were disposed of in exchange for a number of time-vested restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| September 22, 2026 Filed Sep 24, 2026 20:24 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GiftCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-401078 · ownership.xml · nonDerivative · entry 4 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 150,000 F4 · ownership.nature: Shares are held by The DPB 2026 Grantor Retained Annuity Trust, of which the reporting person is the sole trustee and annuitant. Read SEC document |
| September 22, 2026 Filed Sep 24, 2026 20:24 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GiftCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-401078 · ownership.xml · nonDerivative · entry 3 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 948,247 F3 · shares: Represents shares transferred by the reporting person to The DPB 2026 Grantor Retained Annuity Trust, of which the reporting person is the sole trustee and annuitant. Read SEC document |
| September 22, 2026 Filed Sep 24, 2026 20:24 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GiftCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-401078 · ownership.xml · nonDerivative · entry 2 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 150,000 F2 · ownership.nature: Shares are held by The KMB 2026 Grantor Retained Annuity Trust, of which the reporting person's immediate family member is the sole trustee and annuitant. Read SEC document |
| September 22, 2026 Filed Sep 24, 2026 20:24 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GiftCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-401078 · ownership.xml · nonDerivative · entry 1 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,098,247 F1 · shares: Represents shares transferred by the reporting person to The KMB 2026 Grantor Retained Annuity Trust, of which the reporting person's immediate family member is the sole trustee and annuitant. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 20:52 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | OtherCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-383785 · ownership.xml · nonDerivative · entry 1 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,248,247 F1 · shares: Represents shares of the issuer transferred to a family member of the reporting person for no value for estate planning purposes. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 19:03 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | Tax withholdingCommon Stock | 86,024 | $6.91 | $594,425.84 |
DisclosureSEC source: 0001193125-26-102652 · ownership.xml · nonDerivative · entry 5 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,398,247 F5 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of PSUs that vested on March 9, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested PSUs and do not constitute any open-market sale. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 19:03 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 205,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-102652 · ownership.xml · nonDerivative · entry 4 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,484,271 F4 · shares: Represents PSUs previously granted to the Reporting Person on February 27, 2025, which vested on March 9, 2026. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 19:03 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | Tax withholdingCommon Stock | 51,474 | $6.91 | $355,685.34 |
DisclosureSEC source: 0001193125-26-102652 · ownership.xml · nonDerivative · entry 3 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,278,721 F3 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of PSUs that vested on March 9, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested PSUs and do not constitute any open-market sale. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 19:03 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 122,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-102652 · ownership.xml · nonDerivative · entry 2 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,330,195 F2 · shares: Represents performance-based restricted stock units ("PSUs") previously granted to the Reporting Person on March 6, 2025, which vested on March 9, 2026. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 19:03 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | Tax withholdingCommon Stock | 10,884 | $6.91 | $75,208.44 |
DisclosureSEC source: 0001193125-26-102652 · ownership.xml · nonDerivative · entry 1 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,207,201 F1 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of restricted stock units ("RSUs") that vested on March 9, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested RSUs and do not constitute any open-market sale. Read SEC document |
| March 06, 2026 Filed Mar 9, 2026 20:11 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | Tax withholdingCommon Stock | 65,837 | $6.93 | $456,250.41 |
DisclosureSEC source: 0001193125-26-099064 · ownership.xml · nonDerivative · entry 2 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,218,085 F2 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of RSUs that vested on March 6, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested RSUs and do not constitute any open-market sale. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:11 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 395,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-099064 · ownership.xml · nonDerivative · entry 1 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,283,922 F1 · shares: Includes 395,683 restricted stock units ("RSUs") granted on March 5, 2026. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 10, 2025 Filed May 19, 2025 20:50 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | Tax withholdingCommon Stock | 10,884 | $7.11 | $77,385.24 |
DisclosureSEC source: 0000950170-25-074781 · ownership.xml · nonDerivative · entry 1 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 888,239 F1 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of RSUs that vested on March 10, 2025. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested RSUs and do not constitute any open-market sale. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:50 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | Tax withholdingCommon Stock | 42,816 | $7.59 | $324,973.44 |
DisclosureSEC source: 0000950170-25-036734 · ownership.xml · nonDerivative · entry 6 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 899,123 F6 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of PSUs that vested on March 7, 2025. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested PSUs and do not constitute any open-market sale. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:50 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 124,644 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-036734 · ownership.xml · nonDerivative · entry 5 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 941,939 F5 · shares: Represents PSUs previously granted to the Reporting Person on February 28, 2024, which vested on March 7, 2025. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:50 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | Tax withholdingCommon Stock | 29,685 | $7.59 | $225,309.15 |
DisclosureSEC source: 0000950170-25-036734 · ownership.xml · nonDerivative · entry 4 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 817,295 F4 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of PSUs that vested on March 7, 2025. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested PSUs and do not constitute any open-market sale. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:50 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 80,906 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-036734 · ownership.xml · nonDerivative · entry 3 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 846,980 F3 · shares: Represents performance-based restricted stock units ("PSUs") previously granted to the Reporting Person on March 8, 2024, which vested on March 7, 2025. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:50 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | Tax withholdingCommon Stock | 16,767 | $7.88 | $132,123.96 |
DisclosureSEC source: 0000950170-25-036734 · ownership.xml · nonDerivative · entry 2 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 766,074 F2 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of RSUs that vested on March 6, 2025. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested RSUs and do not constitute any open-market sale. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:50 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 348,985 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-036734 · ownership.xml · nonDerivative · entry 1 Bourdon David · CIK 0001823690 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 782,841 F1 · shares: Includes 348,985 restricted stock units ("RSUs") granted on March 6, 2025. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 11, 2024 Filed Mar 12, 2024 21:43 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 58,826 | $6.93 | $407,664.18 |
DisclosureSEC source: 0000950170-24-030447 · ownership.xml · nonDerivative · entry 3 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 433,856 F3 · kind: Required number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:43 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 124,644 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030447 · ownership.xml · nonDerivative · entry 2 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 492,682 F2 · shares: Represents performance-based restricted stock units previously granted to the Reporting Person, which vested on March 8, 2024. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:43 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 104,022 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030447 · ownership.xml · nonDerivative · entry 1 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 368,038 F1 · shares: Includes 104,022 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 17:25 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 160,256 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-007568 · doc4.xml · nonDerivative · entry 1 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,016 F1 · shares: Includes 160,256 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 17:35 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantStock Option (right to buy) · Derivative | 1,250,000 | $0.00 Strike: $5.53 | $0.00 |
DisclosureSEC source: 0000899243-22-035720 · doc4.xml · derivative · entry 3 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250,000 Underlying: Common Stock · 1,250,000 shares Expires 2032-11-10 F1 · shares: The options were granted by the Issuer pursuant to the LifeStance Health Group, Inc. 2021 Equity Incentive Plan. F2 · derivative.exercise_date: Includes an option to purchase 416,666 shares of the Issuer's common stock, subject to time-based vesting (the "Time-Vesting Option"). The Time-Vesting Option vests as to 25% on each of the first four anniversaries of the vesting commencement date, November 10, 2022. Includes an option to purchase 833,334 shares of the Issuer's common stock, subject to time- and performance-based vesting (the "Performance-Vesting Option"). The Performance-Vesting Option vests as to up to 25% on each of the first four anniversaries of the vesting commencement date, November 10, 2022. Following each anniversary of the vesting commencement date, any portion of the Performance-Vesting Option eligible to vest as of such measurement date that did not vest pursuant to the performance-based vesting criteria will be eligible to vest on a quarterly basis thereafter, subject to the same performance-based vesting criteria. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 17:35 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | Tax withholdingCommon Stock | 77,072 | $5.53 | $426,208.16 |
DisclosureSEC source: 0000899243-22-035720 · doc4.xml · nonDerivative · entry 2 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,760 Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 17:35 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 180,832 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-035720 · doc4.xml · nonDerivative · entry 1 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,832 Read SEC document |
| January 04, 2022 Filed Jan 4, 2022 17:02 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Disposition to issuerPerformance-Based Restricted Stock Units · Derivative | 4,362 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-22-000949 · doc4.xml · derivative · entry 4 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,362 shares Expires not disclosed F2 · derivative.exercise_price: Not applicable. F5 · price: These performance-vested restricted stock units of the Issuer that were previously reported in connection with an award granted on October 1, 2020 were disposed of in exchange for a number of time-vested restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement. F5 · derivative.exercise_date: These performance-vested restricted stock units of the Issuer that were previously reported in connection with an award granted on October 1, 2020 were disposed of in exchange for a number of time-vested restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement. F2 · derivative.expiration_date: Not applicable. F5 · derivative.underlying_shares: These performance-vested restricted stock units of the Issuer that were previously reported in connection with an award granted on October 1, 2020 were disposed of in exchange for a number of time-vested restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement. Read SEC document |
| January 04, 2022 Filed Jan 4, 2022 17:02 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Disposition to issuerRestricted Stock Units · Derivative | 16,963 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-22-000949 · doc4.xml · derivative · entry 3 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,963 shares Expires not disclosed F2 · derivative.exercise_price: Not applicable. F4 · price: These unvested restricted stock units previously granted by the Issuer on March 3, 2021, which provided for a one-third vesting of shares on each of March 3, 2022, 2023 and 2024, were disposed of in exchange for a number of restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement. F4 · derivative.exercise_date: These unvested restricted stock units previously granted by the Issuer on March 3, 2021, which provided for a one-third vesting of shares on each of March 3, 2022, 2023 and 2024, were disposed of in exchange for a number of restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement. F2 · derivative.expiration_date: Not applicable. F4 · derivative.underlying_shares: These unvested restricted stock units previously granted by the Issuer on March 3, 2021, which provided for a one-third vesting of shares on each of March 3, 2022, 2023 and 2024, were disposed of in exchange for a number of restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement. Read SEC document |
| January 04, 2022 Filed Jan 4, 2022 17:02 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Disposition to issuerRestricted Stock Units · Derivative | 4,383 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-22-000949 · doc4.xml · derivative · entry 2 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,383 shares Expires not disclosed F2 · derivative.exercise_price: Not applicable. F3 · price: These unvested restricted stock units previously granted by the Issuer on October 1, 2020, which provided for vesting in equal increments on each of October 1, 2022 and 2023, were disposed of in exchange for a number of restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement. F3 · derivative.exercise_date: These unvested restricted stock units previously granted by the Issuer on October 1, 2020, which provided for vesting in equal increments on each of October 1, 2022 and 2023, were disposed of in exchange for a number of restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement. F2 · derivative.expiration_date: Not applicable. F3 · derivative.underlying_shares: These unvested restricted stock units previously granted by the Issuer on October 1, 2020, which provided for vesting in equal increments on each of October 1, 2022 and 2023, were disposed of in exchange for a number of restricted stock units related to shares of Centene common stock, as determined in accordance with the Merger Agreement. Read SEC document |
| January 04, 2022 Filed Jan 4, 2022 17:02 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Disposition to issuerOrdinary Common Stock, $0.01 par value | 1,330 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-000949 · doc4.xml · nonDerivative · entry 1 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: In connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of January 4, 2021 (the "Merger Agreement"), by and among the Issuer, Centene Corporation ("Centene") and Mayflower Merger Sub, Inc. ("Merger Sub"), pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Centene, each share of the Issuer's common stock, par value $0.01 per share (the "Common Stock") outstanding immediately prior to the effective time of the Merger and not otherwise excluded pursuant to the terms of the Merger Agreement was disposed of in exchange for $95.00 per share in cash, without interest (the "Merger Consideration"). F1 · price: In connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of January 4, 2021 (the "Merger Agreement"), by and among the Issuer, Centene Corporation ("Centene") and Mayflower Merger Sub, Inc. ("Merger Sub"), pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Centene, each share of the Issuer's common stock, par value $0.01 per share (the "Common Stock") outstanding immediately prior to the effective time of the Merger and not otherwise excluded pursuant to the terms of the Merger Agreement was disposed of in exchange for $95.00 per share in cash, without interest (the "Merger Consideration"). Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 19:11 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Exercise / conversionRestricted Stock Units · Derivative | 2,192 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059684 · doc4.xml · derivative · entry 3 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,383 Underlying: Common Stock · 2,192 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. F2 · derivative.exercise_price: Not applicable. F1 · kind: This transaction was effectuated by a one-third vesting of the Restricted Stock Unit Award granted on October 1, 2020. Each Restricted Stock Unit represents a contingent right to receive one share of Magellan common stock. F2 · price: Not applicable. F5 · derivative.exercise_date: The remainder of 4,383 Restricted Stock Units shall vest in equal increments on October 1, 2022 and 2023, subject to earlier acceleration or forfeiture. F2 · derivative.expiration_date: Not applicable. F5 · balance_after: The remainder of 4,383 Restricted Stock Units shall vest in equal increments on October 1, 2022 and 2023, subject to earlier acceleration or forfeiture. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 19:11 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Tax withholdingOrdinary Common Stock, $0.01 par value | 862 | $94.68 | $81,614.16 |
DisclosureSEC source: 0001209191-21-059684 · doc4.xml · nonDerivative · entry 2 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,330 F3 · kind: Represents the portion of shares withheld by the Company in order to pay taxes. F4 · price: Closing price on NASDAQ on October 1, 2021. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 19:11 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Exercise / conversionOrdinary Common Stock, $0.01 par value | 2,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059684 · doc4.xml · nonDerivative · entry 1 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,192 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: This transaction was effectuated by a one-third vesting of the Restricted Stock Unit Award granted on October 1, 2020. Each Restricted Stock Unit represents a contingent right to receive one share of Magellan common stock. F2 · price: Not applicable. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 18:51 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | GrantRestricted Stock Units · Derivative | 16,963 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-018375 · doc4.xml · derivative · entry 1 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,963 Underlying: Common Stock · 16,963 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F1 · price: Not applicable. F2 · derivative.exercise_date: Restricted Stock Units shall vest in one-third increments on March 3 of each of 2022, 2023 and 2024, subject to earlier acceleration or forfeiture. F1 · derivative.expiration_date: Not applicable. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 16:33 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | GrantPerformance-Based Restricted Stock Units · Derivative | 4,362 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053625 · doc4.xml · derivative · entry 2 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,362 Underlying: Common Stock · 4,362 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F1 · price: Not applicable. F3 · derivative.expiration_date: On the third anniversary of the grant date, Performance-Based Restricted Stock Units ("PSUs") vest based on achievement of total shareholder return ("TSR") performance over a three-year period beginning January 1, 2020 and ending December 31, 2022. Payout for vested PSUs ranges from 0% to 200% of the indicated number of shares, based on the Company's TSR percentile ranking compared to the TSR of the companies included in the selected market index. TSR is measured generally as the increase or decrease in the market value of the Company common stock with a deemed reinvestment of any dividends. If a participant terminates employment prior to the third anniversary of the grant date, the PSUs generally will be forfeited. PSUs have no voting rights and are generally non-transferable. The indicated number of PSUs assumes 100% vesting, and the actual number of shares issued in settlement of the PSUs may be greater or less than the indicated number. F4 · derivative.expiration_date: (Continuation of Footnote 3) - Since the payout for PSUs can range from 0% to 200%, the maximum number of shares that could vest and be issued could be double the indicated number. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 16:33 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | GrantRestricted Stock Units · Derivative | 6,598 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053625 · doc4.xml · derivative · entry 1 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,598 Underlying: Common Stock · 6,598 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F1 · price: Not applicable. F2 · derivative.exercise_date: Restricted Stock Units shall vest in one-third increments on October 1 of each of 2021, 2022 and 2023. F1 · derivative.expiration_date: Not applicable. Read SEC document |
| October 01, 2020 Filed Oct 9, 2020 21:18 UTC Amendment | MAGELLAN HEALTH INC MGLN · Entity 131790 | GrantPerformance-Based Restricted Stock Units · Derivative | 4,362 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-054573 · doc4a.xml · derivative · entry 2 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,362 Underlying: Common Stock · 4,362 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F1 · price: Not applicable. F3 · derivative.expiration_date: On the third anniversary of the grant date, Performance-Based Restricted Stock Units ("PSUs") vest based on achievement of total shareholder return ("TSR") performance over a three-year period beginning January 1, 2020 and ending December 31, 2022. Payout for vested PSUs ranges from 0% to 200% of the indicated number of shares, based on the Company's TSR percentile ranking compared to the TSR of the companies included in the selected market index. TSR is measured generally as the increase or decrease in the market value of the Company common stock with a deemed reinvestment of any dividends. If a participant terminates employment prior to the third anniversary of the grant date, the PSUs generally will be forfeited. PSUs have no voting rights and are generally non-transferable. The indicated number of PSUs assumes 100% vesting, and the actual number of shares issued in settlement of the PSUs may be greater or less than the indicated number. F4 · derivative.expiration_date: (Continuation of Footnote 3) - Since the payout for PSUs can range from 0% to 200%, the maximum number of shares that could vest and be issued could be double the indicated number. Read SEC document |
| October 01, 2020 Filed Oct 9, 2020 21:18 UTC Amendment | MAGELLAN HEALTH INC MGLN · Entity 131790 | GrantRestricted Stock Units · Derivative | 6,575 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-054573 · doc4a.xml · derivative · entry 1 Bourdon David · CIK 0001823690 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,575 Underlying: Common Stock · 6,575 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F1 · price: Not applicable. F2 · derivative.exercise_date: Restricted Stock Units shall vest in one-third increments on October 1 of each of 2021, 2022 and 2023. F1 · derivative.expiration_date: Not applicable. 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.