Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolent Health, Inc.EVH · Entity 5492 | Director | June 09, 2022 | June 13, 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.
Evolent Health, Inc.
Report date June 09, 2022 · Filed June 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 67,091 |
Reported balance
After 2022-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-06-09 · Grant · Acquired 5,564 · Balance 67,091 F1: Represents restricted stock units granted to Mr. Farner pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2: Securities vest on the earlier of June 9, 2023 and the date of the company's 2023 annual meeting, subject to the reporting person's continued service on the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted to Mr. Farner pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.
F2: Securities vest on the earlier of June 9, 2023 and the date of the company's 2023 annual meeting, subject to the reporting person's continued service on the vesting date.
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 09, 2022 Filed Jun 13, 2022 18:12 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 5,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-22-000075 · wf-form4_165515833918728.xml · nonDerivative · entry 1 Farner David · CIK 0001642786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,091 F1 · security: Represents restricted stock units granted to Mr. Farner pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 9, 2023 and the date of the company's 2023 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 17:33 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 7,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-21-000076 · wf-form4_162370637225570.xml · nonDerivative · entry 1 Farner David · CIK 0001642786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,527 F1 · security: Represents restricted stock units granted to Mr. Farner pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 10, 2022 and the date of the company's 2022 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 17:31 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 18,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000077 · wf-form4_159191107993977.xml · nonDerivative · entry 1 Farner David · CIK 0001642786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,742 F1 · security: Represents restricted stock units granted to Mr. Farner pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 9, 2021 and the date of the company's 2021 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 08:00 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 14,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000041 · primary_doc.xml · nonDerivative · entry 1 Farner David · CIK 0001642786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,440 F1 · security: Represents restricted stock units granted to Mr. Farner pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 11, 2020 and the date of the company's 2020 annual meeting, subject to the reporting person's continued service on the vesting date. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 16:46 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 5,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-18-000044 · primary_doc.xml · nonDerivative · entry 1 Farner David · CIK 0001642786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,284 F1 · security: Represents restricted stock units granted to Mr. Farner pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 13, 2019 and the date of the company's 2019 annual meeting, subject to the reporting person's continued service on the vesting date. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 17:15 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 4,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-17-000029 · primary_doc.xml · nonDerivative · entry 1 Farner David · CIK 0001642786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,825 F1 · security: Represents restricted stock units granted to Mr. Farner pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 8, 2018 and the date of the company's 2018 annual meeting, subject to the reporting person's continued service on the vesting date. F3 · balance_after: Includes restricted stock units 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.