Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACCENDRA HEALTH INC/VA/OMI · Entity 6858 | SVP, Manufacturer Services | March 04, 2019 | March 06, 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.
ACCENDRA HEALTH INC/VA/
Report date March 04, 2019 · Filed March 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,607 |
Reported balance
After 2019-03-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-03-04 · Grant · Acquired 20,563 · Balance 42,607 F1: Restricted stock grant which vests one-third per year over three years. F2: Balance includes employee stock purchase plan holdings and/or shares acquired through dividend reinvestment transactions not previously reflected in beneficial ownership total. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock grant which vests one-third per year over three years.
F2: Balance includes employee stock purchase plan holdings and/or shares acquired through dividend reinvestment transactions not previously reflected in beneficial ownership total.
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 04, 2019 Filed Mar 6, 2019 21:42 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 20,563 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-19-000047 · edgar.xml · nonDerivative · entry 1 Marlatt Geoff Taylor · CIK 0001618170 · SVP, Manufacturer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,607 F1 · security: Restricted stock grant which vests one-third per year over three years. F2 · balance_after: Balance includes employee stock purchase plan holdings and/or shares acquired through dividend reinvestment transactions not previously reflected in beneficial ownership total. Read SEC document |
| February 06, 2019 Filed Feb 7, 2019 20:40 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 290 | $7.75 | $2,247.50 |
DisclosureSEC source: 0000075252-19-000012 · edgar.xml · nonDerivative · entry 2 Marlatt Geoff Taylor · CIK 0001618170 · SVP, Manufacturer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,052 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 20:40 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 1,612 | $7.52 | $12,122.24 |
DisclosureSEC source: 0000075252-19-000012 · edgar.xml · nonDerivative · entry 1 Marlatt Geoff Taylor · CIK 0001618170 · SVP, Manufacturer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,342 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 20:04 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | SaleCommon Stock | 11,405 | $16.27 | $185,559.35 |
DisclosureSEC source: 0000075252-18-000121 · edgar.xml · nonDerivative · entry 1 Marlatt Geoff Taylor · CIK 0001618170 · SVP, Manufacturer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,954 F1 · price: Average of the sale price range of $16.26 through $16.32. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 20:15 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | SaleCommon Stock | 8,516 | $15.50 | $132,015.03 |
DisclosureSEC source: 0000075252-18-000117 · edgar.xml · nonDerivative · entry 1 Marlatt Geoff Taylor · CIK 0001618170 · SVP, Manufacturer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,359 Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 21:26 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 9,811 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-18-000034 · edgar.xml · nonDerivative · entry 1 Marlatt Geoff Taylor · CIK 0001618170 · SVP, Manufacturer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,875 F1 · security: Restricted stock with three year vesting date. F2 · balance_after: Balance includes employee stock purchase plan holdings not previously reflected in beneficial ownership total. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 22:13 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 3,672 | $17.68 | $64,920.96 |
DisclosureSEC source: 0000075252-18-000026 · edgar.xml · nonDerivative · entry 1 Marlatt Geoff Taylor · CIK 0001618170 · SVP, Manufacturer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,004 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. F2 · balance_after: Balance includes employee stock purchase plan holdings not previously reflected in beneficial ownership total. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 00:48 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 107 | $22.32 | $2,388.24 |
DisclosureSEC source: 0000075252-18-000016 · edgar.xml · nonDerivative · entry 1 Marlatt Geoff Taylor · CIK 0001618170 · SVP, Manufacturer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,275 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. Read SEC document |
| May 01, 2017 Filed May 2, 2017 21:04 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 865 | $34.65 | $29,972.25 |
DisclosureSEC source: 0000075252-17-000066 · edgar.xml · nonDerivative · entry 1 Marlatt Geoff Taylor · CIK 0001618170 · SVP, Manufacturer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,382 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 16:26 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 143 | $36.27 | $5,186.61 |
DisclosureSEC source: 0000075252-17-000040 · edgar.xml · nonDerivative · entry 1 Marlatt Geoff Taylor · CIK 0001618170 · SVP, Manufacturer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,247 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 18:11 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 7,063 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-17-000030 · edgar.xml · nonDerivative · entry 2 Marlatt Geoff Taylor · CIK 0001618170 · SVP, Manufacturer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,390 F2 · security: Restricted stock vesting on 2/5/2018. F3 · balance_after: Balance includes employee stock purchase plan holdings not previously reflected in beneficial ownership total. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 18:11 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 4,344 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-17-000030 · edgar.xml · nonDerivative · entry 1 Marlatt Geoff Taylor · CIK 0001618170 · SVP, Manufacturer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,939 F1 · security: Restricted stock with three year vesting date. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 15:30 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 116 | $35.78 | $4,150.48 |
DisclosureSEC source: 0000075252-17-000011 · edgar.xml · nonDerivative · entry 1 Marlatt Geoff Taylor · CIK 0001618170 · SVP, Manufacturer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,595 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. 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.