Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ModivCare IncMODV · Entity 76927 | SVP, GC and Secretary | February 10, 2021 | February 12, 2021 |
| Option Care Health, Inc.BIOS · Entity 4126 | General Counsel | April 17, 2019 | April 18, 2019 |
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.
ModivCare Inc
Report date February 10, 2021 · Filed February 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,896 |
Reported balance
After 2021-02-10 transaction · row 1
1 source rowRow 1 · 2021-02-10 · Grant · Acquired 1,465 · Balance 6,896 F1: Represents restricted stock units scheduled to vest as follows: (1) 488 shares will vest on February 10, 2022, (2) 489 shares will vest on February 10, 2023, and (3) 488 shares will vest on February 10, 2024, in each case, subject to Ms. Stalmack's continued employment. |
| Employee Stock Option (Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $179.24 · Expires 2026-02-10 | Direct | 5,125 |
Reported balance
After 2021-02-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-02-10 · Grant · Acquired 5,125 · Balance 5,125 F2: This option will become fully exercisable as follows: (1) 1,708 options will vest on February 10, 2022, (2) 1,709 options will vest on February 10, 2023, and (3) 1,708 options will vest on February 10, 2024, in each case, subject to Ms. Stalmack's continued employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units scheduled to vest as follows: (1) 488 shares will vest on February 10, 2022, (2) 489 shares will vest on February 10, 2023, and (3) 488 shares will vest on February 10, 2024, in each case, subject to Ms. Stalmack's continued employment.
F2: This option will become fully exercisable as follows: (1) 1,708 options will vest on February 10, 2022, (2) 1,709 options will vest on February 10, 2023, and (3) 1,708 options will vest on February 10, 2024, in each case, subject to Ms. Stalmack's continued employment.
Option Care Health, Inc.
Report date April 17, 2019 · Filed April 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.0001 Par ValueSEC Table I · non-derivative | Direct | 77,975 |
Ending reported balance
After 2019-04-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-04-17 · Exercise / conversion · Acquired 9,843 · Balance 81,353 F1: One third (9,843 Restricted Stock Unites (RSUs)) vested on the first anniversary of the original grant date (April 11, 2018); however, as provided in the grant agreement, the Company deferred settlement of the RSUs until April 17, 2019. F2: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. Row 2 · 2019-04-17 · Disposition to issuer · Disposed 3,378 · Balance 77,975 F3: This transaction represents shares withheld by the Company for tax withholding on Ms. Stalmack's settlement of the 9,843 RSUs that vested on April 11, 2019. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 19,684 |
Reported balance
After 2019-04-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-04-17 · Exercise / conversion · Disposed 9,843 · Balance 19,684 F2: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F1: One third (9,843 Restricted Stock Unites (RSUs)) vested on the first anniversary of the original grant date (April 11, 2018); however, as provided in the grant agreement, the Company deferred settlement of the RSUs until April 17, 2019. F4: The remaining 19,684 RSUs vest in two equal installments commencing on the second and third anniversaries of the date of grant (4/11/2018). |
Filing footnotes · ownership attribution and instrument terms
F1: One third (9,843 Restricted Stock Unites (RSUs)) vested on the first anniversary of the original grant date (April 11, 2018); however, as provided in the grant agreement, the Company deferred settlement of the RSUs until April 17, 2019.
F2: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock.
F3: This transaction represents shares withheld by the Company for tax withholding on Ms. Stalmack's settlement of the 9,843 RSUs that vested on April 11, 2019.
F4: The remaining 19,684 RSUs vest in two equal installments commencing on the second and third anniversaries of the date of grant (4/11/2018).
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 10, 2021 Filed Feb 12, 2021 17:11 UTC | ModivCare Inc MODV · Entity 76927 | GrantEmployee Stock Option (Right to Buy · Derivative | 5,125 | $0.00 Strike: $179.24 | $0.00 |
DisclosureSEC source: 0001437749-21-002836 · rdgdoc.xml · derivative · entry 2 Stalmack Kathryn · CIK 0001749052 · SVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,125 Underlying: Common Stock · 5,125 shares Expires 2026-02-10 F2 · derivative.exercise_date: This option will become fully exercisable as follows: (1) 1,708 options will vest on February 10, 2022, (2) 1,709 options will vest on February 10, 2023, and (3) 1,708 options will vest on February 10, 2024, in each case, subject to Ms. Stalmack's continued employment. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 17:11 UTC | ModivCare Inc MODV · Entity 76927 | GrantCommon Stock | 1,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-002836 · rdgdoc.xml · nonDerivative · entry 1 Stalmack Kathryn · CIK 0001749052 · SVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,896 F1 · shares: Represents restricted stock units scheduled to vest as follows: (1) 488 shares will vest on February 10, 2022, (2) 489 shares will vest on February 10, 2023, and (3) 488 shares will vest on February 10, 2024, in each case, subject to Ms. Stalmack's continued employment. Read SEC document |
| September 20, 2019 Filed Sep 26, 2019 18:05 UTC | ModivCare Inc PRSC · Entity 76927 | GrantEmployee Stock Option (Right to Buy) · Derivative | 15,257 | $0.00 Strike: $58.84 | $0.00 |
DisclosureSEC source: 0001209191-19-050906 · doc4.xml · derivative · entry 2 Stalmack Kathryn · CIK 0001749052 · SVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,257 Underlying: Common Stock · 15,257 shares Expires 2024-09-20 F1 · derivative.exercise_date: This option will become fully exercisable, as follows: (1) 5,086 options will become vested on March 15, 2021, (2) 5,086 options will become vested on March 15, 2022 and (3) 5,085 options will become vested on March 15, 2023, in each case, subject to Ms. Stalmack's continued employment. Read SEC document |
| September 20, 2019 Filed Sep 26, 2019 18:05 UTC | ModivCare Inc PRSC · Entity 76927 | GrantCommon Stock | 5,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050906 · doc4.xml · nonDerivative · entry 1 Stalmack Kathryn · CIK 0001749052 · SVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,842 Read SEC document |
| April 17, 2019 Filed Apr 18, 2019 22:12 UTC | Option Care Health, Inc. BIOS · Entity 4126 | Exercise / conversionRestricted Stock Unit · Derivative | 9,843 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-015842 · form4.xml · derivative · entry 3 Stalmack Kathryn · CIK 0001749052 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,684 Underlying: Common Stock, $.0001 Par Value · 9,843 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F1 · date: One third (9,843 Restricted Stock Unites (RSUs)) vested on the first anniversary of the original grant date (April 11, 2018); however, as provided in the grant agreement, the Company deferred settlement of the RSUs until April 17, 2019. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F4 · derivative.exercise_date: The remaining 19,684 RSUs vest in two equal installments commencing on the second and third anniversaries of the date of grant (4/11/2018). F4 · derivative.expiration_date: The remaining 19,684 RSUs vest in two equal installments commencing on the second and third anniversaries of the date of grant (4/11/2018). Read SEC document |
| April 17, 2019 Filed Apr 18, 2019 22:12 UTC | Option Care Health, Inc. BIOS · Entity 4126 | Disposition to issuerCommon Stock, $.0001 Par Value | 3,378 | $1.82 | $6,147.96 |
DisclosureSEC source: 0001127602-19-015842 · form4.xml · nonDerivative · entry 2 Stalmack Kathryn · CIK 0001749052 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,975 F3 · price: This transaction represents shares withheld by the Company for tax withholding on Ms. Stalmack's settlement of the 9,843 RSUs that vested on April 11, 2019. Read SEC document |
| April 17, 2019 Filed Apr 18, 2019 22:12 UTC | Option Care Health, Inc. BIOS · Entity 4126 | Exercise / conversionCommon Stock, $.0001 Par Value | 9,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-015842 · form4.xml · nonDerivative · entry 1 Stalmack Kathryn · CIK 0001749052 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,353 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 · date: One third (9,843 Restricted Stock Unites (RSUs)) vested on the first anniversary of the original grant date (April 11, 2018); however, as provided in the grant agreement, the Company deferred settlement of the RSUs until April 17, 2019. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. Read SEC document |
| April 10, 2019 Filed Apr 11, 2019 22:44 UTC | Option Care Health, Inc. BIOS · Entity 4126 | Exercise / conversionRestricted Stock Unit · Derivative | 73,745 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-015308 · form4.xml · derivative · entry 3 Stalmack Kathryn · CIK 0001749052 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.0001 Par Value · 73,745 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F1 · date: 73,745 Restricted Stock Unites (RSUs) vested on the first anniversary of the original grant date (April 5, 2018); however, as provided in the grant agreement, the Company deferred settlement of the RSUs until April 10, 2019. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F4 · derivative.exercise_date: The Restricted Stock Units vest in their entirety on the on the first anniversary of the date of grant. F4 · derivative.expiration_date: The Restricted Stock Units vest in their entirety on the on the first anniversary of the date of grant. Read SEC document |
| April 10, 2019 Filed Apr 11, 2019 22:44 UTC | Option Care Health, Inc. BIOS · Entity 4126 | Disposition to issuerCommon Stock, $.0001 Par Value | 22,235 | $1.97 | $43,802.95 |
DisclosureSEC source: 0001127602-19-015308 · form4.xml · nonDerivative · entry 2 Stalmack Kathryn · CIK 0001749052 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,510 F3 · price: This transaction represents shares withheld by the Company for tax withholding on Ms. Stalmack's settlement of the 73,745 RSUs that vested on April 5, 2019. Read SEC document |
| April 10, 2019 Filed Apr 11, 2019 22:44 UTC | Option Care Health, Inc. BIOS · Entity 4126 | Exercise / conversionCommon Stock, $.0001 Par Value | 73,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-015308 · form4.xml · nonDerivative · entry 1 Stalmack Kathryn · CIK 0001749052 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,745 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 · date: 73,745 Restricted Stock Unites (RSUs) vested on the first anniversary of the original grant date (April 5, 2018); however, as provided in the grant agreement, the Company deferred settlement of the RSUs until April 10, 2019. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. 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.