Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Option Care Health, Inc.OPCH · Entity 4126 | SEE REMARKS | February 23, 2021 | July 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.
Option Care Health, Inc.
Report date February 23, 2021 · Filed July 13, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001SEC Table I · non-derivative | Direct | 5,272 |
Reported balance
After 2021-02-23 transaction · row 1
1 source rowRow 1 · 2021-02-23 · Grant · Acquired 5,272 · Balance 5,272 F1: The reporting person received an award of restricted stock units on February 23, 2021. The number of restricted stock units granted was calculated to reflect $100,000 of value based on the closing price of the issuer's common stock on February 23, 2021, the date when the issuer's compensation committee and board of directors approved changes to compensation for 2021. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.97 · Expires 2031-02-23 | Direct | 10,320 |
Reported balance
After 2021-02-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-02-23 · Grant · Acquired 10,320 · Balance 10,320 F2: The stock option will vest as to 50% of the underlying shares of Common Stock on February 23, 2022, an additional 25% on February 23, 2023 and the remaining 25% on February 23, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received an award of restricted stock units on February 23, 2021. The number of restricted stock units granted was calculated to reflect $100,000 of value based on the closing price of the issuer's common stock on February 23, 2021, the date when the issuer's compensation committee and board of directors approved changes to compensation for 2021.
F2: The stock option will vest as to 50% of the underlying shares of Common Stock on February 23, 2022, an additional 25% on February 23, 2023 and the remaining 25% on February 23, 2024.
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 |
|---|---|---|---|---|---|---|
| February 23, 2021 Filed Jul 13, 2021 17:29 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantStock Option (Right to Buy) · Derivative | 10,320 | $0.00 Strike: $18.97 | $0.00 |
DisclosureSEC source: 0001104659-21-091577 · tm2122011-3_4seq1.xml · derivative · entry 2 Berman Clifford E · CIK 0001436676 · SEE REMARKS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,320 Underlying: Common Stock · 10,320 shares Expires 2031-02-23 F2 · derivative.exercise_date: The stock option will vest as to 50% of the underlying shares of Common Stock on February 23, 2022, an additional 25% on February 23, 2023 and the remaining 25% on February 23, 2024. Read SEC document |
| February 23, 2021 Filed Jul 13, 2021 17:29 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock, par value $0.0001 | 5,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-091577 · tm2122011-3_4seq1.xml · nonDerivative · entry 1 Berman Clifford E · CIK 0001436676 · SEE REMARKS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,272 F1 · shares: The reporting person received an award of restricted stock units on February 23, 2021. The number of restricted stock units granted was calculated to reflect $100,000 of value based on the closing price of the issuer's common stock on February 23, 2021, the date when the issuer's compensation committee and board of directors approved changes to compensation for 2021. 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.