Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolent Health, Inc.EVH · Entity 5492 | Director | June 01, 2023 | June 05, 2023 |
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.
Evolent Health, Inc.
Report date June 01, 2023 · Filed June 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 819,812 |
Last balance in matching sequence
After 2023-06-01 transaction · row 6
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
6 source rowsRow 1 · 2023-06-01 · Exercise / conversion · Acquired 19,060 · Balance 838,872 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F2: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Row 2 · 2023-06-01 · Exercise / conversion · Acquired 90,940 · Balance 929,812 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F2: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Row 3 · 2023-06-01 · Sale · Disposed 9,091 · Balance 920,721 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.63 to $29.62, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Row 4 · 2023-06-01 · Sale · Disposed 9,969 · Balance 910,752 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.63 to $29.83, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Row 5 · 2023-06-01 · Sale · Disposed 41,914 · Balance 868,838 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.60 to $29.59, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Row 6 · 2023-06-01 · Sale · Disposed 49,026 · Balance 819,812 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.60 to $29.86, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. |
| Class A Common Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.87 · Expires 2025-02-01 | Direct | 0 |
Reported balance
After 2023-06-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-06-01 · Exercise / conversion · Disposed 19,060 · Balance 0 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F8: The Class A Common Stock Options exercised vested on February 1, 2019. |
| Class A Common Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.27 · Expires 2026-03-01 | Direct | 17,250 |
Reported balance
After 2023-06-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-06-01 · Exercise / conversion · Disposed 90,940 · Balance 17,250 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F9: The Class A Common Stock Options exercised vested on March 1, 2017, March 1, 2018, March 1, 2019, and March 1, 2020. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 66,064 |
Reported balance
Holding disclosure · report date 2023-06-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 66,064 F7: Shares held of record by the Frank Williams Irrevocable Trust. Mr. Williams serves as the Trustee of the Frank Williams Irrevocable Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022.
F2: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.63 to $29.62, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.63 to $29.83, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.60 to $29.59, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.60 to $29.86, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F7: Shares held of record by the Frank Williams Irrevocable Trust. Mr. Williams serves as the Trustee of the Frank Williams Irrevocable Trust.
F8: The Class A Common Stock Options exercised vested on February 1, 2019.
F9: The Class A Common Stock Options exercised vested on March 1, 2017, March 1, 2018, March 1, 2019, and March 1, 2020.
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 |
|---|---|---|---|---|---|---|
| June 01, 2023 Filed Jun 5, 2023 16:23 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Option (right to buy) · Derivative | 90,940 | $0.00 Strike: $10.27 | $0.00 |
DisclosureSEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · derivative · entry 9 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,250 Underlying: Class A Common Stock · 90,940 shares Expires 2026-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F9 · derivative.exercise_date: The Class A Common Stock Options exercised vested on March 1, 2017, March 1, 2018, March 1, 2019, and March 1, 2020. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 16:23 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Option (right to buy) · Derivative | 19,060 | $0.00 Strike: $6.87 | $0.00 |
DisclosureSEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · derivative · entry 8 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 19,060 shares Expires 2025-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F8 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2019. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 16:23 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 49,026 | $29.74 | $1,458,033.24 |
DisclosureSEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · nonDerivative · entry 6 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 819,812 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.60 to $29.86, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 16:23 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 41,914 | $29.26 | $1,226,403.64 |
DisclosureSEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · nonDerivative · entry 5 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 868,838 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.60 to $29.59, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 16:23 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 9,969 | $29.75 | $296,577.75 |
DisclosureSEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · nonDerivative · entry 4 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 910,752 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.63 to $29.83, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 16:23 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 9,091 | $29.27 | $266,093.57 |
DisclosureSEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · nonDerivative · entry 3 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 920,721 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.63 to $29.62, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 16:23 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 90,940 | $10.27 | $933,953.80 |
DisclosureSEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · nonDerivative · entry 2 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 929,812 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 16:23 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 19,060 | $6.87 | $130,942.20 |
DisclosureSEC source: 0001628908-23-000072 · wf-form4_168599661662369.xml · nonDerivative · entry 1 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 838,872 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| May 01, 2023 Filed May 3, 2023 16:24 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Option (right to buy) · Derivative | 110,000 | $0.00 Strike: $6.87 | $0.00 |
DisclosureSEC source: 0001628908-23-000063 · wf-form4_168314547129704.xml · derivative · entry 4 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,060 Underlying: Class A Common Stock · 110,000 shares Expires 2025-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F5 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2019. Read SEC document |
| May 01, 2023 Filed May 3, 2023 16:24 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 110,000 | $36.29 | $3,991,900.00 |
DisclosureSEC source: 0001628908-23-000063 · wf-form4_168314547129704.xml · nonDerivative · entry 2 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 819,812 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.79 to $36.68, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| May 01, 2023 Filed May 3, 2023 16:24 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 110,000 | $6.87 | $755,700.00 |
DisclosureSEC source: 0001628908-23-000063 · wf-form4_168314547129704.xml · nonDerivative · entry 1 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 929,812 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 16:43 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Option (right to buy) · Derivative | 110,000 | $0.00 Strike: $6.87 | $0.00 |
DisclosureSEC source: 0001628908-23-000053 · wf-form4_168072741293449.xml · derivative · entry 5 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 129,060 Underlying: Class A Common Stock · 110,000 shares Expires 2025-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F6 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2018 and February 1, 2019. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 16:43 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 5,874 | $32.37 | $190,141.38 |
DisclosureSEC source: 0001628908-23-000053 · wf-form4_168072741293449.xml · nonDerivative · entry 3 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 819,812 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.14 to $32.57, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 16:43 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 104,126 | $31.80 | $3,311,206.80 |
DisclosureSEC source: 0001628908-23-000053 · wf-form4_168072741293449.xml · nonDerivative · entry 2 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 825,686 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.138 to $32.135, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 16:43 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 110,000 | $6.87 | $755,700.00 |
DisclosureSEC source: 0001628908-23-000053 · wf-form4_168072741293449.xml · nonDerivative · entry 1 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 929,812 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 07, 2023 Filed Mar 7, 2023 18:04 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 116,311 | $34.62 | $4,026,686.82 |
DisclosureSEC source: 0001628908-23-000045 · wf-form4_167823026516991.xml · nonDerivative · entry 4 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 819,812 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 13, 2022. F4 · shares: This number represents shares of Class A Common Stock sold to satisfy the tax withholding obligation due upon vesting of LSUs. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.35 to $34.92, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 18:04 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 2,455 | $35.01 | $85,949.55 |
DisclosureSEC source: 0001628908-23-000045 · wf-form4_167823026516991.xml · nonDerivative · entry 3 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 936,123 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 13, 2022. F4 · shares: This number represents shares of Class A Common Stock sold to satisfy the tax withholding obligation due upon vesting of LSUs. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.975 to $35.060, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 18:04 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 87,901 | $34.40 | $3,023,794.40 |
DisclosureSEC source: 0001628908-23-000045 · wf-form4_167823026516991.xml · nonDerivative · entry 2 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 938,578 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 13, 2022. F4 · shares: This number represents shares of Class A Common Stock sold to satisfy the tax withholding obligation due upon vesting of LSUs. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.95 to $34.93, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:04 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionLeveraged Restricted Stock Unit · Derivative | 400,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628908-23-000045 · wf-form4_167823026516991.xml · derivative · entry 6 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 400,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: LSUs vested on March 3, 2023. F10 · derivative.expiration_date: These LSUs do not expire. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:04 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-23-000045 · wf-form4_167823026516991.xml · nonDerivative · entry 1 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,026,479 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the vesting of the leveraged stock units ("LSUs") granted to Mr. Williams on March 2, 2020, based on the cumulative performance of the Issuer's Class A Common Stock. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 17:07 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Option (right to buy) · Derivative | 100,940 | $0.00 Strike: $6.87 | $0.00 |
DisclosureSEC source: 0001628908-23-000031 · wf-form4_167779485157324.xml · derivative · entry 7 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,060 Underlying: Class A Common Stock · 100,940 shares Expires 2025-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F7 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2018. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 17:07 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 9,060 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001628908-23-000031 · wf-form4_167779485157324.xml · derivative · entry 6 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,060 shares Expires 2024-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F6 · derivative.exercise_date: The Class A Common Stock Options exercised vested on December 1, 2017. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 17:07 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 100,940 | $34.98 | $3,530,881.20 |
DisclosureSEC source: 0001628908-23-000031 · wf-form4_167779485157324.xml · nonDerivative · entry 4 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626,479 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.57 to $35.27, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 17:07 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 100,940 | $6.87 | $693,457.80 |
DisclosureSEC source: 0001628908-23-000031 · wf-form4_167779485157324.xml · nonDerivative · entry 3 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727,419 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 17:07 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 9,060 | $34.97 | $316,828.20 |
DisclosureSEC source: 0001628908-23-000031 · wf-form4_167779485157324.xml · nonDerivative · entry 2 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626,479 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.620 to $35.265, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 17:07 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 9,060 | $3.84 | $34,790.40 |
DisclosureSEC source: 0001628908-23-000031 · wf-form4_167779485157324.xml · nonDerivative · entry 1 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635,539 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 17:05 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 110,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001628908-23-000007 · wf-form4_167546189100613.xml · derivative · entry 5 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,060 Underlying: Class A Common Stock · 110,000 shares Expires 2024-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The Class A Common Stock Options exercised vested on December 1, 2017. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 17:05 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 1,500 | $32.66 | $48,990.00 |
DisclosureSEC source: 0001628908-23-000007 · wf-form4_167546189100613.xml · nonDerivative · entry 3 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626,479 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.630 to $32.740, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 17:05 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 108,500 | $32.15 | $3,488,275.00 |
DisclosureSEC source: 0001628908-23-000007 · wf-form4_167546189100613.xml · nonDerivative · entry 2 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627,979 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.630 to $32.625, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 17:05 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 110,000 | $3.84 | $422,400.00 |
DisclosureSEC source: 0001628908-23-000007 · wf-form4_167546189100613.xml · nonDerivative · entry 1 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 736,479 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 16:58 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 110,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001628908-23-000002 · wf-form4_167295586188308.xml · derivative · entry 5 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,060 Underlying: Class A Common Stock · 110,000 shares Expires 2024-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F6 · derivative.exercise_date: The Class A Common Stock Options exercised vested on December 1, 2016 and December 1, 2017. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 16:58 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 3,292 | $28.18 | $92,768.56 |
DisclosureSEC source: 0001628908-23-000002 · wf-form4_167295586188308.xml · nonDerivative · entry 3 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626,479 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.83 to $28.47, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 16:58 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 106,708 | $27.12 | $2,893,920.96 |
DisclosureSEC source: 0001628908-23-000002 · wf-form4_167295586188308.xml · nonDerivative · entry 2 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629,771 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.82 to $27.80, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 16:58 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 110,000 | $3.84 | $422,400.00 |
DisclosureSEC source: 0001628908-23-000002 · wf-form4_167295586188308.xml · nonDerivative · entry 1 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 736,479 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 16:58 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 110,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001628908-22-000158 · wf-form4_167027751161266.xml · derivative · entry 5 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,060 Underlying: Class A Common Stock · 110,000 shares Expires 2024-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F6 · derivative.exercise_date: The Class A Common Stock Options exercised vested on December 1, 2016. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 16:58 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 900 | $29.09 | $26,181.00 |
DisclosureSEC source: 0001628908-22-000158 · wf-form4_167027751161266.xml · nonDerivative · entry 3 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626,479 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F4 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.070 to $29.180, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 16:58 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 109,100 | $28.29 | $3,086,439.00 |
DisclosureSEC source: 0001628908-22-000158 · wf-form4_167027751161266.xml · nonDerivative · entry 2 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627,379 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F3 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.997 to $28.890, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 16:58 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 110,000 | $3.84 | $422,400.00 |
DisclosureSEC source: 0001628908-22-000158 · wf-form4_167027751161266.xml · nonDerivative · entry 1 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 736,479 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 21:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 110,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001628908-22-000143 · wf-form4_166752582727331.xml · derivative · entry 7 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,060 Underlying: Class A Common Stock · 110,000 shares Expires 2024-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F8 · derivative.exercise_date: The Class A Common Stock Options exercised vested on December 1, 2015 and December 1, 2016. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 21:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 677 | $31.81 | $21,535.37 |
DisclosureSEC source: 0001628908-22-000143 · wf-form4_166752582727331.xml · nonDerivative · entry 5 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626,479 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 21:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 13,773 | $30.26 | $416,770.98 |
DisclosureSEC source: 0001628908-22-000143 · wf-form4_166752582727331.xml · nonDerivative · entry 4 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627,156 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.101 to $30.780, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 21:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 57,438 | $29.36 | $1,686,379.68 |
DisclosureSEC source: 0001628908-22-000143 · wf-form4_166752582727331.xml · nonDerivative · entry 3 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,929 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.008 to $30.00, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 21:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 38,112 | $28.88 | $1,100,674.56 |
DisclosureSEC source: 0001628908-22-000143 · wf-form4_166752582727331.xml · nonDerivative · entry 2 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 698,367 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.56 to $29.00, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 21:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 110,000 | $3.84 | $422,400.00 |
DisclosureSEC source: 0001628908-22-000143 · wf-form4_166752582727331.xml · nonDerivative · entry 1 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 736,479 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 26, 2022. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. F3 · balance_after: Since the date of the reporting person's last ownership report, he transferred 125,955 shares of EVH Class A common stock pursuant to a domestic relations order. Read SEC document |
| August 24, 2022 Filed Aug 25, 2022 16:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $13.95 | $0.00 |
DisclosureSEC source: 0001628908-22-000122 · wf-form4_166145979171552.xml · derivative · entry 7 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,273 Underlying: Class A Common Stock · 50,000 shares Expires 2028-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The Class A Common Stock Option exercised vested on February 1, 2019. Read SEC document |
| August 24, 2022 Filed Aug 25, 2022 16:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 50,000 | $37.21 | $1,860,500.00 |
DisclosureSEC source: 0001628908-22-000122 · wf-form4_166145979171552.xml · nonDerivative · entry 4 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 752,434 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.00 to $37.58, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 24, 2022 Filed Aug 25, 2022 16:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 50,000 | $13.95 | $697,500.00 |
DisclosureSEC source: 0001628908-22-000122 · wf-form4_166145979171552.xml · nonDerivative · entry 3 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 802,434 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 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 23, 2022 Filed Aug 25, 2022 16:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 150,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001628908-22-000122 · wf-form4_166145979171552.xml · derivative · entry 6 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,060 Underlying: Class A Common Stock · 150,000 shares Expires 2024-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The Class A Common Stock Options exercised vested on December 1, 2014 and December 1, 2015. Read SEC document |
| August 23, 2022 Filed Aug 25, 2022 16:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 150,000 | $35.75 | $5,362,500.00 |
DisclosureSEC source: 0001628908-22-000122 · wf-form4_166145979171552.xml · nonDerivative · entry 2 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 752,434 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.53 to $36.24, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 23, 2022 Filed Aug 25, 2022 16:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 150,000 | $3.84 | $576,000.00 |
DisclosureSEC source: 0001628908-22-000122 · wf-form4_166145979171552.xml · nonDerivative · entry 1 WILLIAMS FRANK J · CIK 0001204938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902,434 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 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.