Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cigna GroupCI · Entity 550 | Director | February 26, 2021 | March 02, 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.
Cigna Group
Report date February 26, 2021 · Filed March 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 8,583 |
Reported balance
After 2021-02-26 transaction · row 1
1 source rowRow 1 · 2021-02-26 · Grant · Acquired 226 · Balance 8,583 |
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | IndirectBy IRA | 12 |
Reported balance
Holding disclosure · report date 2021-02-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12 |
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DAVITA INC.
Report date June 11, 2020 · Filed June 15, 2020
Section 16 reporting ended · disclosed 2020-06-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,234 |
Reported balance
After 2020-06-11 transaction · row 1
1 source rowRow 1 · 2020-06-11 · Grant · Acquired 273 · Balance 16,234 |
Express Scripts Holding Co.
Report date December 20, 2018 · Filed December 21, 2018
Section 16 reporting ended · disclosed 2018-12-21. 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 2018-12-20 transaction · row 1
1 source rowRow 1 · 2018-12-20 · Disposition to issuer · Disposed 18,917.674 · Balance 0 F1: Pursuant to the agreement and plan of merger ("Merger Agreement") between the Issuer and Cigna Corporation, Halfmoon Parent, Inc., Halfmoon I, Inc. and Halfmoon II, Inc., upon closing of the merger of Halfmoon II, Inc. with and into the Issuer (the "Merger"), each common share of the Issuer was converted into the right to receive 0.2434 shares of Halfmoon Parent, Inc. common stock and $48.75 in cash. Each restricted stock unit was converted into a right to receive a cash payment in accordance with the payment ratio set forth in the Merger Agreement. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2018-12-20 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-12-20 · Disposition to issuer · Disposed 52 · Balance 0 F1: Pursuant to the agreement and plan of merger ("Merger Agreement") between the Issuer and Cigna Corporation, Halfmoon Parent, Inc., Halfmoon I, Inc. and Halfmoon II, Inc., upon closing of the merger of Halfmoon II, Inc. with and into the Issuer (the "Merger"), each common share of the Issuer was converted into the right to receive 0.2434 shares of Halfmoon Parent, Inc. common stock and $48.75 in cash. Each restricted stock unit was converted into a right to receive a cash payment in accordance with the payment ratio set forth in the Merger Agreement. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.53 · Expires 2019-05-30 | Direct | 0 |
Reported balance
After 2018-12-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-12-20 · Disposition to issuer · Disposed 6,870 · Balance 0 F3: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F2: The options vest on varying dates pursuant to the terms of the plans and/or agreements under which they were granted. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $61.58 · Expires 2020-05-09 | Direct | 0 |
Reported balance
After 2018-12-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-12-20 · Disposition to issuer · Disposed 5,872 · Balance 0 F3: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F2: The options vest on varying dates pursuant to the terms of the plans and/or agreements under which they were granted. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $67.05 · Expires 2021-05-07 | Direct | 0 |
Reported balance
After 2018-12-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-12-20 · Disposition to issuer · Disposed 6,402 · Balance 0 F3: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F2: The options vest on varying dates pursuant to the terms of the plans and/or agreements under which they were granted. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $84.08 · Expires 2025-05-06 | Direct | 0 |
Reported balance
After 2018-12-20 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-12-20 · Disposition to issuer · Disposed 5,604 · Balance 0 F3: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F2: The options vest on varying dates pursuant to the terms of the plans and/or agreements under which they were granted. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $72.74 · Expires 2026-05-04 | Direct | 0 |
Reported balance
After 2018-12-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-12-20 · Disposition to issuer · Disposed 7,032 · Balance 0 F3: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F2: The options vest on varying dates pursuant to the terms of the plans and/or agreements under which they were granted. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $60.66 · Expires 2027-05-11 | Direct | 0 |
Reported balance
After 2018-12-20 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-12-20 · Disposition to issuer · Disposed 8,006 · Balance 0 F3: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F2: The options vest on varying dates pursuant to the terms of the plans and/or agreements under which they were granted. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the agreement and plan of merger ("Merger Agreement") between the Issuer and Cigna Corporation, Halfmoon Parent, Inc., Halfmoon I, Inc. and Halfmoon II, Inc., upon closing of the merger of Halfmoon II, Inc. with and into the Issuer (the "Merger"), each common share of the Issuer was converted into the right to receive 0.2434 shares of Halfmoon Parent, Inc. common stock and $48.75 in cash. Each restricted stock unit was converted into a right to receive a cash payment in accordance with the payment ratio set forth in the Merger Agreement.
F2: The options vest on varying dates pursuant to the terms of the plans and/or agreements under which they were granted.
F3: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth 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 |
|---|---|---|---|---|---|---|
| May 22, 2018 Filed May 24, 2018 22:52 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 34,495 | $67.92 | $2,342,900.40 |
DisclosureSEC source: 0000927066-18-000114 · wf-form4_152720230023309.xml · nonDerivative · entry 2 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,238 Read SEC document |
| May 22, 2018 Filed May 24, 2018 22:52 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 36,000 | $65.08 | $2,342,880.00 |
DisclosureSEC source: 0000927066-18-000114 · wf-form4_152720230023309.xml · nonDerivative · entry 1 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,733 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 |
| May 15, 2018 Filed May 17, 2018 23:09 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 7,165 | $0.00 Strike: $66.29 | $0.00 |
DisclosureSEC source: 0000927066-18-000097 · wf-form4_152659848716156.xml · derivative · entry 2 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,165 Underlying: Common Stock · 7,165 shares Expires 2023-05-15 Read SEC document |
| May 10, 2018 Filed May 14, 2018 18:16 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | GrantCommon Stock | 2,818 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-18-000387 · edgar.xml · nonDerivative · entry 1 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,917.674 F1 · price: Grant of restricted stock units pursuant to Express Scripts Holding Company 2016 Long-Term Incentive Plan. Awards vest in three equal installments on May 1, 2019, May 1, 2020, and May 1, 2021. Read SEC document |
| March 31, 2018 Filed Apr 4, 2018 01:53 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 360 | $65.94 | $23,738.40 |
DisclosureSEC source: 0000927066-18-000044 · wf-form4_152280681698162.xml · nonDerivative · entry 1 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,733 Read SEC document |
| December 31, 2017 Filed Jan 4, 2018 00:53 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 329 | $72.25 | $23,770.25 |
DisclosureSEC source: 0000927066-18-000019 · wf-form4_151502721445293.xml · nonDerivative · entry 1 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,373 Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 16:25 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-17-000074 · wf-form4_150704788564555.xml · nonDerivative · entry 1 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,044 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:46 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-17-000045 · wf-form4_149929836302787.xml · nonDerivative · entry 1 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,644 Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 22:30 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 7,178 | $0.00 Strike: $13.23 | $0.00 |
DisclosureSEC source: 0000927066-17-000018 · wf-form4_149799780957392.xml · derivative · entry 2 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,178 Underlying: Common Stock · 7,178 shares Expires 2022-06-16 Read SEC document |
| May 11, 2017 Filed May 15, 2017 16:58 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | GrantNon-Qualified Stock Option (Right-to-Buy) · Derivative | 8,006 | Not disclosed Strike: $60.66 | Not disclosed |
DisclosureSEC source: 0000950138-17-000433 · edgar.xml · derivative · entry 3 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,006 Underlying: Express Scripts Holding Company Common Stock · 8,006 shares Expires 2027-05-11 F2 · price: Grant of stock option pursuant to Express Scripts Holding Company 2016 Long-Term Incentive Plan. Vests in three equal installments on May 1, 2018, May 1, 2019, and May 1, 2020. F2 · derivative.exercise_date: Grant of stock option pursuant to Express Scripts Holding Company 2016 Long-Term Incentive Plan. Vests in three equal installments on May 1, 2018, May 1, 2019, and May 1, 2020. Read SEC document |
| May 11, 2017 Filed May 15, 2017 16:58 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | GrantCommon Stock | 1,648 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-17-000433 · edgar.xml · nonDerivative · entry 1 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,099.674 F1 · price: Grant of restricted stock units pursuant to Express Scripts Holding Company 2016 Long-Term Incentive Plan. Awards vest in three equal installments on May 1, 2018, May 1, 2019, and May 1, 2020. Read SEC document |
| May 04, 2017 Filed May 8, 2017 18:55 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 36,000 | $42.47 Strike: $42.47 | $1,528,740.00 |
DisclosureSEC source: 0001179110-17-006795 · edgar.xml · derivative · entry 4 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 shares Expires 2017-06-11 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: The Stock Appreciation Rights were granted on 6/11/2012, and vested 100% on 6/11/2013. Read SEC document |
| May 04, 2017 Filed May 8, 2017 18:55 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 12,994 | $65.89 | $856,147.37 |
DisclosureSEC source: 0001179110-17-006795 · edgar.xml · nonDerivative · entry 3 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,277 F1 · price: Represents the weighted average sale price of $65.8879. The range of prices for the sale of these shares was $65.6600 - $66.2800 rounded to the nearest thousandths. The reporting person undertakes to provide upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 04, 2017 Filed May 8, 2017 18:55 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 23,006 | $66.45 | $1,528,748.70 |
DisclosureSEC source: 0001179110-17-006795 · edgar.xml · nonDerivative · entry 2 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,271 Read SEC document |
| May 04, 2017 Filed May 8, 2017 18:55 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 36,000 | $42.47 | $1,528,740.00 |
DisclosureSEC source: 0001179110-17-006795 · edgar.xml · nonDerivative · entry 1 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,277 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 |
| March 31, 2017 Filed Apr 4, 2017 22:44 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 349 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005689 · edgar.xml · nonDerivative · entry 1 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,277 Read SEC document |
| December 31, 2016 Filed Jan 5, 2017 00:05 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 370 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000370 · edgar.xml · nonDerivative · entry 1 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,928 Read SEC document |
| September 30, 2016 Filed Oct 5, 2016 00:43 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-030403 · edgar.xml · nonDerivative · entry 1 ROPER WILLIAM L · CIK 0001087960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,558 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.