Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Envision Healthcare CorpEVHC · Entity 162981 | Director | January 13, 2017 | January 17, 2017 |
| SmileDirectClub, Inc.SDC · Entity 111962 | Director | September 11, 2019 | September 11, 2019 |
| agilon health, inc.AGL · Entity 4698 | Director | September 09, 2021 | September 13, 2021 |
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.
Envision Healthcare Corp
Report date January 13, 2017 · Filed January 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,098 |
Reported balance
After 2017-01-13 transaction · row 1
1 source rowRow 1 · 2017-01-13 · Grant · Acquired 213 · Balance 38,098 F1: Represents vested deferred stock units granted, pursuant to the Reporting Person's election, in lieu of $14,375 in cash for director fees. These deferred stock units will be settled into an equal number of shares of common stock following the earlier of the Reporting Person's termination of board service and a change in control under the Envision Healthcare Holdings, Inc. 2013 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vested deferred stock units granted, pursuant to the Reporting Person's election, in lieu of $14,375 in cash for director fees. These deferred stock units will be settled into an equal number of shares of common stock following the earlier of the Reporting Person's termination of board service and a change in control under the Envision Healthcare Holdings, Inc. 2013 Omnibus Incentive Plan.
SmileDirectClub, Inc.
Report date September 11, 2019 · Filed September 11, 2019
This filing explicitly reported no securities owned.
agilon health, inc.
Report date September 09, 2021 · Filed September 13, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-09-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-09-09 · Other · Acquired 119,989 · Balance 119,989 F1: On September 9, 2021, 119,989 shares of Common Stock directly owned by CD&R Vector Holdings, L.P. were distributed to the Reporting Person, who is a limited partner of CD&R Associates IX, L.P., the general partner of each limited partner of CD&R Vector Holdings, L.P., in connection with a charitable gift made by the Reporting Person on September 9, 2021 exempt under Rule 16b-5. Row 2 · 2021-09-09 · Gift · Disposed 119,989 · Balance 0 F1: On September 9, 2021, 119,989 shares of Common Stock directly owned by CD&R Vector Holdings, L.P. were distributed to the Reporting Person, who is a limited partner of CD&R Associates IX, L.P., the general partner of each limited partner of CD&R Vector Holdings, L.P., in connection with a charitable gift made by the Reporting Person on September 9, 2021 exempt under Rule 16b-5. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 9, 2021, 119,989 shares of Common Stock directly owned by CD&R Vector Holdings, L.P. were distributed to the Reporting Person, who is a limited partner of CD&R Associates IX, L.P., the general partner of each limited partner of CD&R Vector Holdings, L.P., in connection with a charitable gift made by the Reporting Person on September 9, 2021 exempt under Rule 16b-5.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Envision Healthcare Holdings, Inc.
Report date December 01, 2016 · Filed December 01, 2016
Section 16 reporting ended · disclosed 2016-12-01. 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 |
Reported balance
After 2016-12-01 transaction · row 1
1 source rowRow 1 · 2016-12-01 · Disposition to issuer · Disposed 112,265 · Balance 0 F1: Disposition pursuant to the terms of the Agreement and Plan of Merger, dated as of June 15, 2016, by and among Envision Healthcare Holdings, Inc., New Amethyst Corp. and AmSurg Corp. (the "Merger Agreement"), exempt under Rule 16b-3. F2: Pursuant to the terms of the Merger Agreement, at the Merger 2 Effective Time, each deferred stock unit held by the reporting person immediately prior to the Merger 2 Effective Time (as defined in the Merger Agreement) was assumed by New Amethyst and converted into a New Amethyst deferred stock unit having the same terms and conditions, taking into account any changes thereto by reason of the Mergers (as defined in the Merger Agreement). |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition pursuant to the terms of the Agreement and Plan of Merger, dated as of June 15, 2016, by and among Envision Healthcare Holdings, Inc., New Amethyst Corp. and AmSurg Corp. (the "Merger Agreement"), exempt under Rule 16b-3.
F2: Pursuant to the terms of the Merger Agreement, at the Merger 2 Effective Time, each deferred stock unit held by the reporting person immediately prior to the Merger 2 Effective Time (as defined in the Merger Agreement) was assumed by New Amethyst and converted into a New Amethyst deferred stock unit having the same terms and conditions, taking into account any changes thereto by reason of the Mergers (as defined in the Merger Agreement).
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 |
|---|---|---|---|---|---|---|
| September 09, 2021 Filed Sep 13, 2021 17:02 UTC | agilon health, inc. AGL · Entity 4698 | GiftCommon Stock | 119,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-055702 · doc4.xml · nonDerivative · entry 2 SCHNALL RICHARD J · CIK 0001269394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On September 9, 2021, 119,989 shares of Common Stock directly owned by CD&R Vector Holdings, L.P. were distributed to the Reporting Person, who is a limited partner of CD&R Associates IX, L.P., the general partner of each limited partner of CD&R Vector Holdings, L.P., in connection with a charitable gift made by the Reporting Person on September 9, 2021 exempt under Rule 16b-5. Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 17:02 UTC | agilon health, inc. AGL · Entity 4698 | OtherCommon Stock | 119,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-055702 · doc4.xml · nonDerivative · entry 1 SCHNALL RICHARD J · CIK 0001269394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,989 F1 · kind: On September 9, 2021, 119,989 shares of Common Stock directly owned by CD&R Vector Holdings, L.P. were distributed to the Reporting Person, who is a limited partner of CD&R Associates IX, L.P., the general partner of each limited partner of CD&R Vector Holdings, L.P., in connection with a charitable gift made by the Reporting Person on September 9, 2021 exempt under Rule 16b-5. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 16:38 UTC | Envision Healthcare Corp EVHC · Entity 162981 | GrantCommon Stock | 213 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001678531-17-000010 · wf-form4_148468908643299.xml · nonDerivative · entry 1 SCHNALL RICHARD J · CIK 0001269394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,098 F1 · shares: Represents vested deferred stock units granted, pursuant to the Reporting Person's election, in lieu of $14,375 in cash for director fees. These deferred stock units will be settled into an equal number of shares of common stock following the earlier of the Reporting Person's termination of board service and a change in control under the Envision Healthcare Holdings, Inc. 2013 Omnibus Incentive Plan. F1 · price: Represents vested deferred stock units granted, pursuant to the Reporting Person's election, in lieu of $14,375 in cash for director fees. These deferred stock units will be settled into an equal number of shares of common stock following the earlier of the Reporting Person's termination of board service and a change in control under the Envision Healthcare Holdings, Inc. 2013 Omnibus Incentive Plan. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 16:58 UTC | Envision Healthcare Corp EVHC · Entity 162981 | GrantCommon Stock | 388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001678531-17-000006 · wf-form4_148356710388235.xml · nonDerivative · entry 1 SCHNALL RICHARD J · CIK 0001269394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,885 F1 · shares: Represents vested deferred stock units granted, pursuant to the Reporting Person's election, in lieu of $24,583 in cash for director fees. These deferred stock units will be settled into an equal number of shares of common stock following the earlier of the Reporting Person's termination of board service and a change in control under the Envision Healthcare Holdings, Inc. 2013 Omnibus Incentive Plan. F1 · price: Represents vested deferred stock units granted, pursuant to the Reporting Person's election, in lieu of $24,583 in cash for director fees. These deferred stock units will be settled into an equal number of shares of common stock following the earlier of the Reporting Person's termination of board service and a change in control under the Envision Healthcare Holdings, Inc. 2013 Omnibus Incentive Plan. Read SEC document |
| December 01, 2016 Filed Dec 1, 2016 19:06 UTC | Envision Healthcare Holdings, Inc. EVHC · Entity 180702 | Disposition to issuerCommon Stock | 112,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-152788 · doc4.xml · nonDerivative · entry 1 SCHNALL RICHARD J · CIK 0001269394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposition pursuant to the terms of the Agreement and Plan of Merger, dated as of June 15, 2016, by and among Envision Healthcare Holdings, Inc., New Amethyst Corp. and AmSurg Corp. (the "Merger Agreement"), exempt under Rule 16b-3. F2 · shares: Pursuant to the terms of the Merger Agreement, at the Merger 2 Effective Time, each deferred stock unit held by the reporting person immediately prior to the Merger 2 Effective Time (as defined in the Merger Agreement) was assumed by New Amethyst and converted into a New Amethyst deferred stock unit having the same terms and conditions, taking into account any changes thereto by reason of the Mergers (as defined in the Merger Agreement). F2 · price: Pursuant to the terms of the Merger Agreement, at the Merger 2 Effective Time, each deferred stock unit held by the reporting person immediately prior to the Merger 2 Effective Time (as defined in the Merger Agreement) was assumed by New Amethyst and converted into a New Amethyst deferred stock unit having the same terms and conditions, taking into account any changes thereto by reason of the Mergers (as defined in the Merger Agreement). Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 17:01 UTC | Envision Healthcare Corp EVHC · Entity 162981 | GrantCommon Stock | 37,497 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001678531-16-000075 · wf-form4_148071605635045.xml · nonDerivative · entry 1 SCHNALL RICHARD J · CIK 0001269394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,497 F1 · price: Acquisition pursuant to the terms of the Agreement and Plan of Merger, dated as of June 15, 2016, by and among Envision Healthcare Holdings, Inc., Envision Healthcare Corporation (formerly known as New Amethyst Corp.) (the "Company") and AmSurg Corp. (the "Merger Agreement"), exempt under Rule 16b-3. F2 · price: Pursuant to the terms of the Merger Agreement, at the Merger 2 Effective Time (as defined in the Merger Agreement), each share of Envision Healthcare Holdings, Inc. common stock held by the reporting person immediately prior to the Merger 2 Effective Time was assumed by the Company and converted into 0.334 shares of the Company's common stock having the same terms and conditions, taking into account any changes thereto by reason of the Mergers (as defined in the Merger Agreement). F3 · price: Pursuant to the Merger Agreement, equity-based awards granted pursuant to Envision Healthcare Holdings plans that were outstanding immediately prior to the effective time of the Mergers were converted into corresponding awards in respect of the Company's common stock at the effective time of the Mergers, subject to the same terms and conditions (including applicable vesting requirements) as were applicable to such awards prior to the consummation of the Mergers; provided, that equity-based awards granted pursuant to Envision Healthcare Holdings plans were adjusted to reflect the Exchange Ratio (as defined in the Merger Agreement). Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 16:36 UTC | Envision Healthcare Holdings, Inc. EVHC · Entity 180702 | GrantCommon Stock | 1,010 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-144290 · doc4.xml · nonDerivative · entry 1 SCHNALL RICHARD J · CIK 0001269394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,265 F1 · shares: Represents vested deferred stock units granted, pursuant to the Reporting Person's election, in lieu of $22,500 in cash for director fees. These deferred stock units will be settled into an equal number of shares of common stock following the earlier of the Reporting Person's termination of board service and a change in control under the Envision Healthcare Holdings, Inc. 2013 Omnibus Incentive Plan. F1 · price: Represents vested deferred stock units granted, pursuant to the Reporting Person's election, in lieu of $22,500 in cash for director fees. These deferred stock units will be settled into an equal number of shares of common stock following the earlier of the Reporting Person's termination of board service and a change in control under the Envision Healthcare Holdings, Inc. 2013 Omnibus Incentive Plan. 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.