Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Astrana Health, Inc.AMEH · Entity 4538 | Chief Medical Officer | April 28, 2021 | April 28, 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.
Astrana Health, Inc.
Report date April 28, 2021 · Filed April 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 371,004 |
Reported balance
After 2021-04-28 transaction · row 1
1 source rowRow 1 · 2021-04-28 · Sale · Disposed 100,000 · Balance 371,004 |
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 |
|---|---|---|---|---|---|---|
| April 28, 2021 Filed Apr 28, 2021 23:17 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 100,000 | $24.50 | $2,450,000.00 |
DisclosureSEC source: 0001104659-21-056716 · tm2114560d1_4.xml · nonDerivative · entry 1 Vazquez Adrian · CIK 0001438326 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371,004 Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 23:36 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 602 | $18.00 | $10,836.00 |
DisclosureSEC source: 0001250853-20-000076 · primary_doc.xml · nonDerivative · entry 1 Vazquez Adrian · CIK 0001438326 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,004 Read SEC document |
| September 09, 2020 Filed Sep 10, 2020 22:22 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 7,484 | $18.00 | $134,712.00 |
DisclosureSEC source: 0001250853-20-000066 · primary_doc.xml · nonDerivative · entry 2 Vazquez Adrian · CIK 0001438326 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,606 Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 22:22 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 5,783 | $18.15 | $104,949.31 |
DisclosureSEC source: 0001250853-20-000066 · primary_doc.xml · nonDerivative · entry 1 Vazquez Adrian · CIK 0001438326 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,090 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.005 to $18.41, inclusive. The reporting person undertakes to provide to Apollo Medical Holdings, Inc., any security holder of Apollo Medical Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 17:34 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 4,200 | $17.09 | $71,778.00 |
DisclosureSEC source: 0001250853-20-000053 · primary_doc.xml · nonDerivative · entry 2 Vazquez Adrian · CIK 0001438326 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484,873 Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 17:34 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 29,185 | $17.23 | $502,857.55 |
DisclosureSEC source: 0001250853-20-000053 · primary_doc.xml · nonDerivative · entry 1 Vazquez Adrian · CIK 0001438326 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 489,073 Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 20:18 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 2,683 | $18.00 | $48,294.00 |
DisclosureSEC source: 0001250853-20-000052 · primary_doc.xml · nonDerivative · entry 1 Vazquez Adrian · CIK 0001438326 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 518,258 Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 12:40 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 27,350 | $19.77 | $540,709.50 |
DisclosureSEC source: 0001144204-19-044820 · tv529553_4.xml · nonDerivative · entry 3 Vazquez Adrian · CIK 0001438326 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,941 Read SEC document |
| September 12, 2019 Filed Sep 17, 2019 12:40 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 13,746 | $20.14 | $276,844.44 |
DisclosureSEC source: 0001144204-19-044820 · tv529553_4.xml · nonDerivative · entry 2 Vazquez Adrian · CIK 0001438326 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,291 Read SEC document |
| September 11, 2019 Filed Sep 17, 2019 12:40 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 43,704 | $20.14 | $880,198.56 |
DisclosureSEC source: 0001144204-19-044820 · tv529553_4.xml · nonDerivative · entry 1 Vazquez Adrian · CIK 0001438326 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,037 Read SEC document |
| June 04, 2019 Filed Jun 5, 2019 23:57 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 38,051 | $16.01 | $609,055.72 |
DisclosureSEC source: 0001567619-19-012853 · doc1.xml · nonDerivative · entry 2 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,741 Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 23:57 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 46,949 | $16.64 | $781,113.99 |
DisclosureSEC source: 0001567619-19-012853 · doc1.xml · nonDerivative · entry 1 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 643,792 Read SEC document |
| November 21, 2018 Filed Nov 21, 2018 23:45 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 75,000 | $16.51 | $1,238,100.00 |
DisclosureSEC source: 0001567619-18-006861 · doc1.xml · nonDerivative · entry 3 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690,741 Read SEC document |
| November 20, 2018 Filed Nov 21, 2018 23:45 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 68,729 | $17.55 | $1,206,434.50 |
DisclosureSEC source: 0001567619-18-006861 · doc1.xml · nonDerivative · entry 2 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 765,741 Read SEC document |
| November 19, 2018 Filed Nov 21, 2018 23:45 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 77,868 | $18.56 | $1,445,214.51 |
DisclosureSEC source: 0001567619-18-006861 · doc1.xml · nonDerivative · entry 1 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 834,470 Read SEC document |
| September 10, 2018 Filed Sep 11, 2018 22:44 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 7,886 | $16.01 | $126,254.86 |
DisclosureSEC source: 0001567619-18-002420 · doc1.xml · nonDerivative · entry 2 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 912,338 Read SEC document |
| September 07, 2018 Filed Sep 11, 2018 22:44 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 25,688 | $15.02 | $385,833.76 |
DisclosureSEC source: 0001567619-18-002420 · doc1.xml · nonDerivative · entry 1 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 920,224 Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 23:07 UTC | Astrana Health, Inc. AMEH · Entity 4538 | SaleCommon Stock | 25,000 | $17.35 | $433,750.00 |
DisclosureSEC source: 0001567619-18-001893 · doc1.xml · nonDerivative · entry 1 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 945,912 Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 22:04 UTC | Astrana Health, Inc. AMEH · Entity 4538 | Exercise / conversionStock Option (right to buy) · Derivative | 18,574 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0001567619-18-001854 · doc1.xml · derivative · entry 6 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,826 Underlying: Common Stock · 18,574 shares Expires 2021-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option was approved by the Issuer's Compensation Committee on February 15, 2016, subject to shareholder approval of the plan under which the option was granted. The Issuer's stockholders approved the plan on September 14, 2016. The option vested as to 15,584 shares on February 15, 2016 and the balance of the shares subject to the option vested at a rate of approximately 651 shares per month commencing on March 15, 2016. Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 22:04 UTC | Astrana Health, Inc. AMEH · Entity 4538 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001567619-18-001854 · doc1.xml · derivative · entry 5 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,400 Underlying: Common Stock · 10,000 shares Expires 2024-07-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: One thirty-sixth (1/36) of the shares subject to the option vested on July 10, 2014 and on each monthly anniversary of July 10, 2014, respectively. Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 22:04 UTC | Astrana Health, Inc. AMEH · Entity 4538 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001567619-18-001854 · doc1.xml · derivative · entry 4 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,400 Underlying: Common Stock · 30,000 shares Expires 2020-12-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: One third (1/3) of the shares subject to the option vested on December 9, 2010, December 9, 2011 and December 9, 2012, respectively. Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 22:04 UTC | Astrana Health, Inc. AMEH · Entity 4538 | Exercise / conversionCommon Stock | 18,574 | $6.37 | $118,316.38 |
DisclosureSEC source: 0001567619-18-001854 · doc1.xml · nonDerivative · entry 3 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 970,912 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 22:04 UTC | Astrana Health, Inc. AMEH · Entity 4538 | Exercise / conversionCommon Stock | 10,000 | $10.00 | $100,000.00 |
DisclosureSEC source: 0001567619-18-001854 · doc1.xml · nonDerivative · entry 2 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 952,338 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 22:04 UTC | Astrana Health, Inc. AMEH · Entity 4538 | Exercise / conversionCommon Stock | 30,000 | $1.50 | $45,000.00 |
DisclosureSEC source: 0001567619-18-001854 · doc1.xml · nonDerivative · entry 1 Vazquez Adrian · CIK 0001438326 · Co-Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 942,338 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 06, 2017 Filed Apr 10, 2017 17:59 UTC | Astrana Health, Inc. AMEH · Entity 4538 | GrantStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $10.18 | $0.00 |
DisclosureSEC source: 0001498865-17-000007 · primary_doc.xml · derivative · entry 1 Vazquez Adrian · CIK 0001438326 · Chief Medical Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2022-04-05 F1 · derivative.exercise_date: The option is exercisable at the rate of 1/24th of the shares each month commencing May 6, 2017. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 20:42 UTC | Astrana Health, Inc. AMEH · Entity 4538 | GrantStock Option (right to buy) · Derivative | 23,400 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0001498865-16-000007 · primary_doc.xml · derivative · entry 1 Vazquez Adrian · CIK 0001438326 · Director · Chief Medical Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,400 Underlying: Common Stock · 23,400 shares Expires 2026-02-14 F1 · date: The option was approved by the Issuer's Compensation Committee on February 15, 2016, subject to shareholder approval of the plan under which the option was granted. The Issuer's shareholders approved the plan on September 14, 2016. F2 · derivative.exercise_date: The option vested as to two-thirds of the shares on February 15, 2016 and the balance vests at the rate of one-twelfth per month commencing on March 15, 2016. Read SEC document |
| September 14, 2016 Filed Apr 10, 2017 18:29 UTC Amendment | Astrana Health, Inc. AMEH · Entity 4538 | GrantStock Option (right to buy) · Derivative | 23,400 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0001498865-17-000009 · primary_doc.xml · derivative · entry 1 Vazquez Adrian · CIK 0001438326 · Chief Medical Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,400 Underlying: Common Stock · 23,400 shares Expires 2021-02-14 F1 · derivative.expiration_date: The purpose of this amendment is to correct the expiration date of the option. 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.