Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolent Health, Inc.EVH · Entity 5492 | Chief Accounting Officer | March 02, 2020 | March 04, 2020 |
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.
Evolent Health, Inc.
Report date March 02, 2020 · Filed March 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 48,855 |
Reported balance
After 2020-03-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-03-02 · Grant · Acquired 25,000 · Balance 48,855 F1: Represents restricted stock units granted to Ms. Stone pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2: Securities vest at a rate of 25% annually beginning March 2,2021. F3: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted to Ms. Stone pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.
F2: Securities vest at a rate of 25% annually beginning March 2,2021.
F3: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission.
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 |
|---|---|---|---|---|---|---|
| March 02, 2020 Filed Mar 4, 2020 21:52 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000035 · wf-form4_158335874070386.xml · nonDerivative · entry 1 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,855 F1 · security: Represents restricted stock units granted to Ms. Stone pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 25% annually beginning March 2,2021. F3 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:12 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock Option (right to buy) · Derivative | 16,164 | $0.00 Strike: $13.29 | $0.00 |
DisclosureSEC source: 0001628908-19-000011 · primary_doc.xml · derivative · entry 2 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,164 Underlying: Class A Common Stock · 16,164 shares Expires 2029-03-01 F4 · derivative.exercise_date: Securities vest at a rate of 25% annually beginning March 1, 2020. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:12 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 8,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000011 · primary_doc.xml · nonDerivative · entry 1 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,855 F1 · security: Represents restricted stock units granted to Ms. Stone pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 25% annually beginning March 1, 2020. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 1,532 | $0.00 Strike: $18.25 | $0.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · derivative · entry 10 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,595 Underlying: Class A Common Stock · 1,532 shares Expires 2027-02-01 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F5 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2018. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 2,908 | $0.00 Strike: $10.27 | $0.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · derivative · entry 9 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,814 Underlying: Class A Common Stock · 2,908 shares Expires 2026-03-01 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F4 · derivative.exercise_date: The Class A Common Stock Options exercised vested on March 1, 2018. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $6.87 | $0.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · derivative · entry 8 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Class A Common Stock · 1,000 shares Expires 2025-01-01 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F3 · derivative.exercise_date: The Class A Common Stock Options exercised vested on January 1, 2018. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 1,532 | $25.00 | $38,300.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 7 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,390 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 1,532 | $18.25 | $27,959.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 6 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,922 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 2,908 | $25.00 | $72,700.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 5 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,390 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 2,908 | $10.27 | $29,865.16 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 4 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,298 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 1,000 | $25.00 | $25,000.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 3 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,390 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 1,000 | $6.87 | $6,870.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 2 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,390 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 20:41 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 1,365 | $25.00 | $34,125.00 |
DisclosureSEC source: 0001628908-18-000066 · primary_doc.xml · nonDerivative · entry 1 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,390 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2017. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:39 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 7,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-18-000008 · primary_doc.xml · nonDerivative · entry 1 Stone Lydia · CIK 0001654824 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,755 F1 · security: Represents restricted stock units granted to Ms. Stone pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 25% annually beginning February 1, 2019. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 22:35 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 2,908 | $0.00 Strike: $10.27 | $0.00 |
DisclosureSEC source: 0001654824-17-000001 · primary_doc.xml · derivative · entry 7 Stone Lydia · CIK 0001654824 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,722 Underlying: Class A Common Stock · 2,908 shares Expires 2026-03-01 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. F4 · derivative.exercise_date: The Class A Common Stock Options exercised vested on March 1, 2017. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 22:35 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $6.87 | $0.00 |
DisclosureSEC source: 0001654824-17-000001 · primary_doc.xml · derivative · entry 6 Stone Lydia · CIK 0001654824 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Class A Common Stock · 1,000 shares Expires 2025-01-01 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 Class A Common Stock Options exercised vested on January 1, 2017. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 22:35 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 2,908 | $22.87 | $66,505.96 |
DisclosureSEC source: 0001654824-17-000001 · primary_doc.xml · nonDerivative · entry 5 Stone Lydia · CIK 0001654824 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,587 F2 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $22.75-23.00, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate prices within the range set forth in this footnote. F1 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 22:35 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 2,908 | $10.27 | $29,865.16 |
DisclosureSEC source: 0001654824-17-000001 · primary_doc.xml · nonDerivative · entry 4 Stone Lydia · CIK 0001654824 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,495 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 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 22:35 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 1,000 | $23.04 | $23,040.00 |
DisclosureSEC source: 0001654824-17-000001 · primary_doc.xml · nonDerivative · entry 3 Stone Lydia · CIK 0001654824 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,587 F1 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 22:35 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 1,000 | $6.87 | $6,870.00 |
DisclosureSEC source: 0001654824-17-000001 · primary_doc.xml · nonDerivative · entry 2 Stone Lydia · CIK 0001654824 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,587 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 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 22:35 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 887 | $22.95 | $20,356.65 |
DisclosureSEC source: 0001654824-17-000001 · primary_doc.xml · nonDerivative · entry 1 Stone Lydia · CIK 0001654824 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,587 F1 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock Option (right to buy) · Derivative | 6,127 | $0.00 Strike: $18.25 | $0.00 |
DisclosureSEC source: 0000950157-17-000199 · form4.xml · derivative · entry 2 Stone Lydia · CIK 0001654824 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,127 Underlying: Class A Common Stock · 6,127 shares Expires 2027-02-01 F3 · derivative.exercise_date: Securities vest at a rate of 25% annually beginning February 1, 2018. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 2,740 | $0.00 | $0.00 |
DisclosureSEC source: 0000950157-17-000199 · form4.xml · nonDerivative · entry 1 Stone Lydia · CIK 0001654824 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,474 F1 · security: Represents restricted stock units granted to Ms. Stone pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation plan. F2 · shares: Securities vest at a rate of 25% annually beginning February 1, 2018. 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.