Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Claritev CorpMPLN · Entity 5238 | Director | December 31, 2022 | January 03, 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.
Claritev Corp
Report date December 31, 2022 · Filed January 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 1,023,798 |
Reported balance
After 2022-12-31 transaction · row 1
1 source rowRow 1 · 2022-12-31 · Tax withholding · Disposed 15,174 · Balance 1,023,798 F1: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to pay taxes applicable to vesting of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| December 31, 2022 Filed Jan 3, 2023 16:41 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,174 | $1.15 | $17,450.10 |
DisclosureSEC source: 0001793229-23-000002 · wf-form4_167278206857324.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,023,798 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| November 30, 2022 Filed Dec 1, 2022 16:34 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,166 | $1.49 | $22,597.34 |
DisclosureSEC source: 0001793229-22-000130 · wf-form4_166993044839610.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,038,972 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 16:29 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,166 | $2.87 | $43,526.42 |
DisclosureSEC source: 0001793229-22-000111 · wf-form4_166742094948799.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,054,138 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 16:42 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,166 | $2.86 | $43,374.76 |
DisclosureSEC source: 0001793229-22-000109 · wf-form4_166482935328738.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,069,304 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| August 31, 2022 Filed Sep 1, 2022 16:33 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,166 | $3.52 | $53,384.32 |
DisclosureSEC source: 0001793229-22-000107 · wf-form4_166206441062168.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,084,470 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 19:38 UTC | Claritev Corp MPLN · Entity 5238 | SaleClass A common stock | 2,250,000 | $3.80 | $8,550,000.00 |
DisclosureSEC source: 0001793229-22-000105 · wf-form4_166138430535053.xml · nonDerivative · entry 2 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,099,636 F1 · kind: Represents shares sold for estate planning purposes in a privately negotiated sale to a trust for the benefit of a family member. The Reporting Person disclaims beneficial ownership of, and has no investment control over, any securities of issuer held in such trust. F2 · price: The shares were sold at a price equal to the closing share price of the Issuer's Class A common stock on the date of sale. Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 19:38 UTC | Claritev Corp MPLN · Entity 5238 | SaleClass A common stock | 2,250,000 | $3.80 | $8,550,000.00 |
DisclosureSEC source: 0001793229-22-000105 · wf-form4_166138430535053.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,349,636 F1 · kind: Represents shares sold for estate planning purposes in a privately negotiated sale to a trust for the benefit of a family member. The Reporting Person disclaims beneficial ownership of, and has no investment control over, any securities of issuer held in such trust. F2 · price: The shares were sold at a price equal to the closing share price of the Issuer's Class A common stock on the date of sale. Read SEC document |
| July 31, 2022 Filed Aug 1, 2022 16:33 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,166 | $5.06 | $76,739.96 |
DisclosureSEC source: 0001793229-22-000087 · wf-form4_165938596142028.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,599,636 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 16:30 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,166 | $5.49 | $83,261.34 |
DisclosureSEC source: 0001793229-22-000085 · wf-form4_165670741937110.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,614,802 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 16:30 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,166 | $5.00 | $75,830.00 |
DisclosureSEC source: 0001793229-22-000083 · wf-form4_165420178211261.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,629,968 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| April 30, 2022 Filed May 2, 2022 16:36 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,166 | $4.43 | $67,185.38 |
DisclosureSEC source: 0001793229-22-000075 · wf-form4_165152376081496.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,645,134 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 16:32 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,166 | $4.68 | $70,976.88 |
DisclosureSEC source: 0001793229-22-000050 · wf-form4_164884514208634.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,660,300 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 16:43 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,166 | $3.76 | $57,024.16 |
DisclosureSEC source: 0001793229-22-000023 · wf-form4_164617100053242.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,675,466 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| February 08, 2022 Filed Feb 9, 2022 16:28 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 253,980 | $3.90 | $990,522.00 |
DisclosureSEC source: 0001793229-22-000010 · wf-form4_164444211467337.xml · nonDerivative · entry 2 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,690,632 F2 · kind: Represents shares withheld to pay taxes applicable to grant of common stock. Read SEC document |
| February 08, 2022 Filed Feb 9, 2022 16:28 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 492,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-22-000010 · wf-form4_164444211467337.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,944,612 F1 · shares: Represents a grant of fully vested common stock received as provided under Mr. Tabak's employment agreement, as amended. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 16:42 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 11,662 | $4.03 | $46,997.86 |
DisclosureSEC source: 0001793229-22-000008 · wf-form4_164383813559467.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director · Former Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,452,002 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 16:38 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,784 | $4.43 | $69,923.12 |
DisclosureSEC source: 0001793229-22-000002 · wf-form4_164133227080994.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,463,664 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 16:24 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,784 | $4.04 | $63,767.36 |
DisclosureSEC source: 0001793229-21-000133 · wf-form4_163848025025007.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,479,448 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| October 31, 2021 Filed Nov 2, 2021 16:06 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,784 | $4.31 | $68,029.04 |
DisclosureSEC source: 0001793229-21-000098 · wf-form4_163588354224322.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,495,232 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 16:39 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,784 | $5.63 | $88,863.92 |
DisclosureSEC source: 0001793229-21-000092 · wf-form4_163312077977917.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,511,016 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 16:37 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,784 | $6.00 | $94,704.00 |
DisclosureSEC source: 0001793229-21-000090 · wf-form4_163052866331299.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,526,800 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 16:44 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 15,784 | $7.72 | $121,852.48 |
DisclosureSEC source: 0001793229-21-000068 · wf-form4_162828261908708.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,542,584 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 16:58 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 534,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-21-000041 · wf-form4_162465466031758.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,558,368 F1 · shares: Represents a grant of restricted stock units. Read SEC document |
| October 08, 2020 Filed Oct 13, 2020 17:28 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 4,433,296 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-028050 · doc4.xml · nonDerivative · entry 3 Tabak Mark · CIK 0001827273 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,433,296 F1 · kind: Reflects shares of Class A common stock of the Issuer ("Common Stock") received pursuant to an Agreement and Plan of Merger, dated July 12, 2020 (the "Merger Agreement"), by and among the Issuer (formerly known as Churchill Capital Corp III), Polaris Parent Corp. ("MultiPlan Parent"), Polaris Investment Holdings, L.P., Music Merger Sub I, Inc. and Music Merger Sub II LLC, pursuant to which Music Merger Sub I, Inc. merged with MultiPlan Parent, with MultiPlan Parent surviving, and MultiPlan Parent merged with and into Music Merger Sub II LLC, with Music Merger Sub II LLC surviving the merger as a wholly owned subsidiary of the Issuer (which changed its name to MultiPlan Corporation). Pursuant to the Merger Agreement, former stockholders of MultiPlan Parent received their pro rata portion of the merger consideration, which was equal to $5,678,000,000, paid in a combination of $1,521,000,000 cash with the remainder paid in shares of Common Stock in an amount equal to $10.00 per share. F1 · price: Reflects shares of Class A common stock of the Issuer ("Common Stock") received pursuant to an Agreement and Plan of Merger, dated July 12, 2020 (the "Merger Agreement"), by and among the Issuer (formerly known as Churchill Capital Corp III), Polaris Parent Corp. ("MultiPlan Parent"), Polaris Investment Holdings, L.P., Music Merger Sub I, Inc. and Music Merger Sub II LLC, pursuant to which Music Merger Sub I, Inc. merged with MultiPlan Parent, with MultiPlan Parent surviving, and MultiPlan Parent merged with and into Music Merger Sub II LLC, with Music Merger Sub II LLC surviving the merger as a wholly owned subsidiary of the Issuer (which changed its name to MultiPlan Corporation). Pursuant to the Merger Agreement, former stockholders of MultiPlan Parent received their pro rata portion of the merger consideration, which was equal to $5,678,000,000, paid in a combination of $1,521,000,000 cash with the remainder paid in shares of Common Stock in an amount equal to $10.00 per share. F3 · ownership.nature: Reflects securities directly held the Lindsay Levin 2012 Dynasty Trust, dated July 11, 2012, of which Mr. Tabak's spouse is the trustee. Read SEC document |
| October 08, 2020 Filed Oct 13, 2020 17:28 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 4,433,296 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-028050 · doc4.xml · nonDerivative · entry 2 Tabak Mark · CIK 0001827273 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,433,296 F1 · kind: Reflects shares of Class A common stock of the Issuer ("Common Stock") received pursuant to an Agreement and Plan of Merger, dated July 12, 2020 (the "Merger Agreement"), by and among the Issuer (formerly known as Churchill Capital Corp III), Polaris Parent Corp. ("MultiPlan Parent"), Polaris Investment Holdings, L.P., Music Merger Sub I, Inc. and Music Merger Sub II LLC, pursuant to which Music Merger Sub I, Inc. merged with MultiPlan Parent, with MultiPlan Parent surviving, and MultiPlan Parent merged with and into Music Merger Sub II LLC, with Music Merger Sub II LLC surviving the merger as a wholly owned subsidiary of the Issuer (which changed its name to MultiPlan Corporation). Pursuant to the Merger Agreement, former stockholders of MultiPlan Parent received their pro rata portion of the merger consideration, which was equal to $5,678,000,000, paid in a combination of $1,521,000,000 cash with the remainder paid in shares of Common Stock in an amount equal to $10.00 per share. F1 · price: Reflects shares of Class A common stock of the Issuer ("Common Stock") received pursuant to an Agreement and Plan of Merger, dated July 12, 2020 (the "Merger Agreement"), by and among the Issuer (formerly known as Churchill Capital Corp III), Polaris Parent Corp. ("MultiPlan Parent"), Polaris Investment Holdings, L.P., Music Merger Sub I, Inc. and Music Merger Sub II LLC, pursuant to which Music Merger Sub I, Inc. merged with MultiPlan Parent, with MultiPlan Parent surviving, and MultiPlan Parent merged with and into Music Merger Sub II LLC, with Music Merger Sub II LLC surviving the merger as a wholly owned subsidiary of the Issuer (which changed its name to MultiPlan Corporation). Pursuant to the Merger Agreement, former stockholders of MultiPlan Parent received their pro rata portion of the merger consideration, which was equal to $5,678,000,000, paid in a combination of $1,521,000,000 cash with the remainder paid in shares of Common Stock in an amount equal to $10.00 per share. F2 · ownership.nature: Reflects securities directly held by the Lauren Fass 2012 Dynasty Trust, dated July 11, 2012, of which Mr. Tabak's spouse is the trustee. Read SEC document |
| October 08, 2020 Filed Oct 13, 2020 17:28 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 5,023,609 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-028050 · doc4.xml · nonDerivative · entry 1 Tabak Mark · CIK 0001827273 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,023,609 F1 · kind: Reflects shares of Class A common stock of the Issuer ("Common Stock") received pursuant to an Agreement and Plan of Merger, dated July 12, 2020 (the "Merger Agreement"), by and among the Issuer (formerly known as Churchill Capital Corp III), Polaris Parent Corp. ("MultiPlan Parent"), Polaris Investment Holdings, L.P., Music Merger Sub I, Inc. and Music Merger Sub II LLC, pursuant to which Music Merger Sub I, Inc. merged with MultiPlan Parent, with MultiPlan Parent surviving, and MultiPlan Parent merged with and into Music Merger Sub II LLC, with Music Merger Sub II LLC surviving the merger as a wholly owned subsidiary of the Issuer (which changed its name to MultiPlan Corporation). Pursuant to the Merger Agreement, former stockholders of MultiPlan Parent received their pro rata portion of the merger consideration, which was equal to $5,678,000,000, paid in a combination of $1,521,000,000 cash with the remainder paid in shares of Common Stock in an amount equal to $10.00 per share. F1 · price: Reflects shares of Class A common stock of the Issuer ("Common Stock") received pursuant to an Agreement and Plan of Merger, dated July 12, 2020 (the "Merger Agreement"), by and among the Issuer (formerly known as Churchill Capital Corp III), Polaris Parent Corp. ("MultiPlan Parent"), Polaris Investment Holdings, L.P., Music Merger Sub I, Inc. and Music Merger Sub II LLC, pursuant to which Music Merger Sub I, Inc. merged with MultiPlan Parent, with MultiPlan Parent surviving, and MultiPlan Parent merged with and into Music Merger Sub II LLC, with Music Merger Sub II LLC surviving the merger as a wholly owned subsidiary of the Issuer (which changed its name to MultiPlan Corporation). Pursuant to the Merger Agreement, former stockholders of MultiPlan Parent received their pro rata portion of the merger consideration, which was equal to $5,678,000,000, paid in a combination of $1,521,000,000 cash with the remainder paid in shares of Common Stock in an amount equal to $10.00 per share. 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.