Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACCENDRA HEALTH INC/VA/OMI · Entity 6858 | EVP, COO and · President P&HS | June 30, 2022 | July 05, 2022 |
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.
ACCENDRA HEALTH INC/VA/
Report date June 30, 2022 · Filed July 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 195,956 |
Ending reported balance
After 2022-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-06-30 · Grant · Acquired 551 · Balance 203,956 F1: Shares acquired under the Owens & Minor Teammate Stock Purchase Plan in a transaction that was exempt under Rule 16b-3(c). Row 2 · 2022-07-01 · Sale · Disposed 8,000 · Balance 195,956 F2: The sale of securities reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person effective May 11, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired under the Owens & Minor Teammate Stock Purchase Plan in a transaction that was exempt under Rule 16b-3(c).
F2: The sale of securities reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person effective May 11, 2022.
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 |
|---|---|---|---|---|---|---|
| July 01, 2022 Filed Jul 5, 2022 21:53 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | SaleCommon Stock | 8,000 | $31.31 | $250,480.00 |
DisclosureSEC source: 0001062993-22-015956 · form4.xml · nonDerivative · entry 2 Jochims Jeffrey T · CIK 0001772914 · EVP, COO and · President P&HS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,956 F2 · kind: The sale of securities reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person effective May 11, 2022. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:53 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 551 | $27.18 | $14,973.43 |
DisclosureSEC source: 0001062993-22-015956 · form4.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, COO and · President P&HS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,956 F1 · kind: Shares acquired under the Owens & Minor Teammate Stock Purchase Plan in a transaction that was exempt under Rule 16b-3(c). Read SEC document |
| May 16, 2022 Filed May 17, 2022 20:13 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 4,120 | $36.05 | $148,526.00 |
DisclosureSEC source: 0001062993-22-012733 · form4.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, Chief Operating Officer · & Pres, PHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,405 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. Read SEC document |
| May 11, 2022 Filed May 12, 2022 21:18 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 7,928 | $37.62 | $298,251.36 |
DisclosureSEC source: 0001062993-22-012282 · form4.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, Chief Operating Officer · & Pres, PHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,525 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. F2 · balance_after: An adjustment of five shares has been made to the beneficial ownership total to correct an administrative error on April 8, 2022 in reporting the number of common shares returned to the Issuer upon the vesting of restricted stock. Read SEC document |
| April 08, 2022 Filed Apr 12, 2022 21:36 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 6,837 | $41.40 | $283,051.80 |
DisclosureSEC source: 0001062993-22-010138 · form4.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,448 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 23:57 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 26,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-007024 · form4.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,285 F1 · security: Restricted stock grant which vests one-third per year over three years. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 23:45 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 110,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-003850 · form4.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,396 F1 · security: Restricted stock which vests on March15, 2023. F2 · balance_after: Balance includes employee stock purchase plan holdings not previously reflected in beneficial ownership total. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 01:48 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | SaleCommon Stock | 7,500 | $39.80 | $298,500.00 |
DisclosureSEC source: 0001062993-21-013065 · form4.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,877 F1 · shares: The purchase of securities reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person effective May 27, 2021. Read SEC document |
| August 11, 2021 Filed Aug 11, 2021 20:54 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | SaleCommon Stock | 25,000 | $38.15 | $953,625.00 |
DisclosureSEC source: 0000075252-21-000136 · edgar.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,377 F1 · shares: The purchase of securities reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person effective May 27, 2021. F2 · price: Weighted average of the sale price range of $37.64 through $38.54. F3 · balance_after: Balance includes employee stock purchase plan holdings not previously reflected in beneficial ownership total. Read SEC document |
| May 11, 2021 Filed May 13, 2021 13:01 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 6,744 | $33.41 | $225,317.04 |
DisclosureSEC source: 0000075252-21-000105 · edgar.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,725 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. Read SEC document |
| April 08, 2021 Filed Apr 9, 2021 20:42 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 4,967 | $37.42 | $185,865.14 |
DisclosureSEC source: 0000075252-21-000071 · edgar.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,469 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:41 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 27,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-21-000050 · edgar.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,436 F1 · security: Restricted stock grant which vests one-third per year over three years. F2 · balance_after: Balance includes employee stock purchase plan holdings and/or shares acquired through dividend reinvestment transactions not previously reflected in beneficial ownership total. Read SEC document |
| May 11, 2020 Filed May 13, 2020 20:12 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 55,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-20-000072 · edgar.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,055 F1 · security: Restricted stock grant which vests one-third per year over three years. Read SEC document |
| April 08, 2020 Filed Apr 20, 2020 12:29 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 5,118 | $6.05 | $30,963.90 |
DisclosureSEC source: 0000075252-20-000047 · edgar.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,882 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. Read SEC document |
| April 08, 2019 Filed Apr 9, 2019 21:04 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-19-000068 · edgar.xml · nonDerivative · entry 1 Jochims Jeffrey T · CIK 0001772914 · EVP, Strategy & Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F1 · security: Restricted stock grant which vests one-third per year over three years. 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.