Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COVETRUS, INC.CVET · Entity 123087 | Director · President and CEO | October 13, 2022 | October 13, 2022 |
| Everyday Health, Inc.EVDY · Entity 180558 | Director · CEO | December 03, 2016 | December 06, 2016 |
| ROCKWELL MEDICAL, INC.RMTI · Entity 7426 | Director | June 06, 2019 | June 10, 2019 |
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.
COVETRUS, INC.
Report date October 13, 2022 · Filed October 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-13 transaction · row 1
1 source rowRow 1 · 2022-10-13 · Disposition to issuer · Disposed 198,711 · Balance 0 F1: In connection with the merger of Corgi Merger Sub, Inc. ("Merger Sub") with and into the Issuer (the "Merger") pursuant to that certain Agreement and Plan of Merger, dated as of May 24, 2022, as amended from time to time, by and among the Issuer, Corgi Bidco, Inc. and Merger Sub, Inc. ("Merger Agreement"), shares of common stock, par value $0.01 per share, of the Issuer (the "Shares" and each a "Share"), were converted into the right to receive $21.00 per Share in cash, without interest (the "Merger Consideration"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-10-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-10-13 · Disposition to issuer · Disposed 351,443 · Balance 0 F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F3: Pursuant to the Merger Agreement, outstanding RSUs vested (to the extent unvested) and were terminated and cancelled in exchange for the right to receive a lump sum cash payment equal to (x) the number of Shares underlying such RSUs immediately prior to the effective time of the Merger, multiplied by (y) the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the merger of Corgi Merger Sub, Inc. ("Merger Sub") with and into the Issuer (the "Merger") pursuant to that certain Agreement and Plan of Merger, dated as of May 24, 2022, as amended from time to time, by and among the Issuer, Corgi Bidco, Inc. and Merger Sub, Inc. ("Merger Agreement"), shares of common stock, par value $0.01 per share, of the Issuer (the "Shares" and each a "Share"), were converted into the right to receive $21.00 per Share in cash, without interest (the "Merger Consideration").
F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof.
F3: Pursuant to the Merger Agreement, outstanding RSUs vested (to the extent unvested) and were terminated and cancelled in exchange for the right to receive a lump sum cash payment equal to (x) the number of Shares underlying such RSUs immediately prior to the effective time of the Merger, multiplied by (y) the Merger Consideration.
Everyday Health, Inc.
Report date December 03, 2016 · Filed December 06, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-12-05 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2016-12-03 · Other · Disposed 467,077 · Balance 168,172 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated October 21, 2016, among the Issuer, Ziff Davis, LLC, a Delaware limited liability company(the "Parent"), Project Echo Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Purchaser") and j2 Global, Inc. in exchange for cash consideration of $10.50 per share, without interest and less any applicable tax withholding. Pursuant to the Merger Agreement, the Purchaser merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). Row 2 · 2016-12-05 · Other · Acquired 233,331 · Balance 401,503 F2: Acquired pursuant to the exercise of the Performance Warrant, as described below. Row 3 · 2016-12-05 · Disposition to issuer · Disposed 233,331 · Balance 168,172 F3: Pursuant to the terms of the Merger Agreement, these shares were cancelled and converted into the right to receive cash consideration of $10.50 per share (without interest and less any applicable tax withholding). Row 4 · 2016-12-05 · Disposition to issuer · Disposed 168,172 · Balance 0 F4: Pursuant to the terms of the Reporting Person's employment agreement with the Issuer, the vesting of restricted stock units for an aggregate of 168,172 shares was accelerated in connection with the Merger. Pursuant to the terms of the Merger Agreement, these accelerated restricted stock units were cancelled and converted into the right to receive cash consideration of $10.50 per share (without interest and less any applicable tax withholding). |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.87 | Direct | 0 |
Reported balance
After 2016-12-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-12-05 · Disposition to issuer · Disposed 30,184 · Balance 0 F5: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.76 | Direct | 0 |
Reported balance
After 2016-12-05 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2016-12-05 · Disposition to issuer · Disposed 130,090 · Balance 0 F5: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.27 | Direct | 0 |
Reported balance
After 2016-12-05 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2016-12-05 · Disposition to issuer · Disposed 133,333 · Balance 0 F5: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.35 | Direct | 0 |
Reported balance
After 2016-12-05 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2016-12-05 · Disposition to issuer · Disposed 133,333 · Balance 0 F5: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.68 | Direct | 0 |
Reported balance
After 2016-12-05 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2016-12-05 · Disposition to issuer · Disposed 164,166 · Balance 0 F5: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). |
| Employee Stock Option (Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $5.00 | Direct | 0 |
Reported balance
After 2016-12-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2016-12-05 · Disposition to issuer · Disposed 66,666 · Balance 0 F5: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). |
| Call Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-12-05 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2016-12-05 · Other · Disposed 233,331 · Balance 0 F6: Represents a performance warrant (the "Performance Warrant") granted to the Reporting Person and Michael Keriakos, the founders of the Issuer, as reflected in the Performance Warrant Agreement, as amended (the "Performance Warrant Agreement"), by and among the Reporting Person, Mr. Keriakos and certain other stockholders of the Issuer. F7: Pursuant to the Performance Warrant Agreement, and subject to the terms and conditions thereof, beginning on January 1, 2017, the Performance Warrant was to become exercisable, subject to the potential acceleration of exercisability upon the occurrence of a change in control of the Issuer (the "Trigger Date"). Because the Merger constituted a change in control, the Trigger Date occurred on, and the Performance Warrant was exercised effective as of, December 5, 2016. F8: The Performance Warrant was scheduled to expire, if not previously exercised, upon the last day of the year in which the Trigger Date occurred. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated October 21, 2016, among the Issuer, Ziff Davis, LLC, a Delaware limited liability company(the "Parent"), Project Echo Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Purchaser") and j2 Global, Inc. in exchange for cash consideration of $10.50 per share, without interest and less any applicable tax withholding. Pursuant to the Merger Agreement, the Purchaser merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger").
F2: Acquired pursuant to the exercise of the Performance Warrant, as described below.
F3: Pursuant to the terms of the Merger Agreement, these shares were cancelled and converted into the right to receive cash consideration of $10.50 per share (without interest and less any applicable tax withholding).
F4: Pursuant to the terms of the Reporting Person's employment agreement with the Issuer, the vesting of restricted stock units for an aggregate of 168,172 shares was accelerated in connection with the Merger. Pursuant to the terms of the Merger Agreement, these accelerated restricted stock units were cancelled and converted into the right to receive cash consideration of $10.50 per share (without interest and less any applicable tax withholding).
F5: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding).
F6: Represents a performance warrant (the "Performance Warrant") granted to the Reporting Person and Michael Keriakos, the founders of the Issuer, as reflected in the Performance Warrant Agreement, as amended (the "Performance Warrant Agreement"), by and among the Reporting Person, Mr. Keriakos and certain other stockholders of the Issuer.
F7: Pursuant to the Performance Warrant Agreement, and subject to the terms and conditions thereof, beginning on January 1, 2017, the Performance Warrant was to become exercisable, subject to the potential acceleration of exercisability upon the occurrence of a change in control of the Issuer (the "Trigger Date"). Because the Merger constituted a change in control, the Trigger Date occurred on, and the Performance Warrant was exercised effective as of, December 5, 2016.
F8: The Performance Warrant was scheduled to expire, if not previously exercised, upon the last day of the year in which the Trigger Date occurred.
ROCKWELL MEDICAL, INC.
Report date June 06, 2019 · Filed June 10, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,710 |
Reported balance
After 2019-06-06 transaction · row 1
1 source rowRow 1 · 2019-06-06 · Grant · Acquired 27,710 · Balance 27,710 F1: Restricted stock units vest on June 6, 2020. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.15 · Expires 2029-06-06 | Direct | 22,461 |
Reported balance
After 2019-06-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-06-06 · Grant · Acquired 22,461 · Balance 22,461 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units vest on June 6, 2020.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Diplomat Pharmacy, Inc.
Report date February 10, 2020 · Filed February 10, 2020
Section 16 reporting ended · disclosed 2020-02-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2020-02-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-10 · Other · Disposed 16,398 · Balance 33,259 F1: Represents shares tendered to the Denali Merger Sub, Inc. ("Purchaser") in connection with the closing on February 10, 2020 of a cash tender offer by Purchaser to acquire common stock of Issuer in exchange for $4.00 per share in cash, subject to any required withholding of taxes, without interest. Row 2 · 2020-02-10 · Disposition to issuer · Disposed 33,259 · Balance 0 F2: Pursuant to an Agreement and Plan of Merger, dated December 9, 2019 (the "Merger Agreement"), by and among UnitedHealth Group Incorporated, a Delaware corporation ("Parent"), Purchaser, a Michigan corporation and a wholly owned subsidiary of Parent and Diplomat Pharmacy, Inc., a Michigan corporation (the "Issuer"), each outstanding restricted stock award held by reporting person was disposed of pursuant to the closing on February 10, 2020 of the merger of Purchaser with and into the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares tendered to the Denali Merger Sub, Inc. ("Purchaser") in connection with the closing on February 10, 2020 of a cash tender offer by Purchaser to acquire common stock of Issuer in exchange for $4.00 per share in cash, subject to any required withholding of taxes, without interest.
F2: Pursuant to an Agreement and Plan of Merger, dated December 9, 2019 (the "Merger Agreement"), by and among UnitedHealth Group Incorporated, a Delaware corporation ("Parent"), Purchaser, a Michigan corporation and a wholly owned subsidiary of Parent and Diplomat Pharmacy, Inc., a Michigan corporation (the "Issuer"), each outstanding restricted stock award held by reporting person was disposed of pursuant to the closing on February 10, 2020 of the merger of Purchaser with and into the Issuer.
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 05, 2016 Filed Dec 6, 2016 17:33 UTC | Everyday Health, Inc. EVDY · Entity 180558 | Disposition to issuerEmployee Stock Option (Right to Buy · Derivative | 66,666 | $5.51 Strike: $5.00 | $366,996.33 |
DisclosureSEC source: 0001209191-16-153706 · doc4.xml · derivative · entry 6 Wolin Benjamin · CIK 0001492650 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 66,666 shares Expires not disclosed F5 · kind: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). F5 · price: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). F5 · derivative.exercise_date: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). F5 · derivative.expiration_date: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 17:33 UTC | Everyday Health, Inc. EVDY · Entity 180558 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 30,184 | $1.64 Strike: $8.87 | $49,350.84 |
DisclosureSEC source: 0001209191-16-153706 · doc4.xml · derivative · entry 5 Wolin Benjamin · CIK 0001492650 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,184 shares Expires not disclosed F5 · kind: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). F5 · price: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). F5 · derivative.exercise_date: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). F5 · derivative.expiration_date: Pursuant to the terms of the Merger Agreement, this option was cancelled and converted into the right to receive cash consideration of $10.50 per share subject to such stock option less the exercise price payable per share (without interest and less any applicable tax withholding). Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 17:33 UTC | Everyday Health, Inc. EVDY · Entity 180558 | Disposition to issuerCommon Stock | 168,172 | $10.50 | $1,765,806.00 |
DisclosureSEC source: 0001209191-16-153706 · doc4.xml · nonDerivative · entry 4 Wolin Benjamin · CIK 0001492650 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · kind: Pursuant to the terms of the Reporting Person's employment agreement with the Issuer, the vesting of restricted stock units for an aggregate of 168,172 shares was accelerated in connection with the Merger. Pursuant to the terms of the Merger Agreement, these accelerated restricted stock units were cancelled and converted into the right to receive cash consideration of $10.50 per share (without interest and less any applicable tax withholding). F4 · price: Pursuant to the terms of the Reporting Person's employment agreement with the Issuer, the vesting of restricted stock units for an aggregate of 168,172 shares was accelerated in connection with the Merger. Pursuant to the terms of the Merger Agreement, these accelerated restricted stock units were cancelled and converted into the right to receive cash consideration of $10.50 per share (without interest and less any applicable tax withholding). Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 17:33 UTC | Everyday Health, Inc. EVDY · Entity 180558 | Disposition to issuerCommon Stock | 233,331 | $10.50 | $2,449,975.50 |
DisclosureSEC source: 0001209191-16-153706 · doc4.xml · nonDerivative · entry 3 Wolin Benjamin · CIK 0001492650 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,172 F3 · kind: Pursuant to the terms of the Merger Agreement, these shares were cancelled and converted into the right to receive cash consideration of $10.50 per share (without interest and less any applicable tax withholding). F3 · price: Pursuant to the terms of the Merger Agreement, these shares were cancelled and converted into the right to receive cash consideration of $10.50 per share (without interest and less any applicable tax withholding). Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 17:33 UTC | Everyday Health, Inc. EVDY · Entity 180558 | OtherCommon Stock | 233,331 | $0.00 | $23.33 |
DisclosureSEC source: 0001209191-16-153706 · doc4.xml · nonDerivative · entry 2 Wolin Benjamin · CIK 0001492650 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,503 F2 · kind: Acquired pursuant to the exercise of the Performance Warrant, as described below. Read SEC document |
| December 03, 2016 Filed Dec 6, 2016 17:33 UTC | Everyday Health, Inc. EVDY · Entity 180558 | OtherCommon Stock | 467,077 | $10.50 | $4,904,308.50 |
DisclosureSEC source: 0001209191-16-153706 · doc4.xml · nonDerivative · entry 1 Wolin Benjamin · CIK 0001492650 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,172 F1 · kind: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated October 21, 2016, among the Issuer, Ziff Davis, LLC, a Delaware limited liability company(the "Parent"), Project Echo Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Purchaser") and j2 Global, Inc. in exchange for cash consideration of $10.50 per share, without interest and less any applicable tax withholding. Pursuant to the Merger Agreement, the Purchaser merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). F1 · price: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated October 21, 2016, among the Issuer, Ziff Davis, LLC, a Delaware limited liability company(the "Parent"), Project Echo Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Purchaser") and j2 Global, Inc. in exchange for cash consideration of $10.50 per share, without interest and less any applicable tax withholding. Pursuant to the Merger Agreement, the Purchaser merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 11:01 UTC | Everyday Health, Inc. EVDY · Entity 180558 | GrantCommon Stock | 387 | $5.17 | $2,000.79 |
DisclosureSEC source: 0001415889-16-007447 · form4-11172016_081102.xml · nonDerivative · entry 1 Wolin Benjamin · CIK 0001492650 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635,249 F1 · kind: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(c) and Rule 16b-3(d). 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.