Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Option Care Health, Inc.BIOS · Entity 4126 | Senior Vice President | May 03, 2018 | May 07, 2018 |
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.
Option Care Health, Inc.
Report date May 03, 2018 · Filed May 07, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 61,093 |
Reported balance
After 2018-05-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-05-03 · Grant · Acquired 61,093 · Balance 61,093 F1: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F2: The Restricted Stock Units vest on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock.
F2: The Restricted Stock Units vest on the first anniversary of the date of grant.
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 03, 2018 Filed May 7, 2018 19:58 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantRestricted Stock Unit · Derivative | 61,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-016497 · form4.xml · derivative · entry 1 Schott Alex · CIK 0001685340 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,093 Underlying: Common Stock, $.0001 Par Value · 61,093 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F2 · derivative.exercise_date: The Restricted Stock Units vest on the first anniversary of the date of grant. F2 · derivative.expiration_date: The Restricted Stock Units vest on the first anniversary of the date of grant. Read SEC document |
| April 11, 2018 Filed Apr 13, 2018 21:04 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantRestricted Stock Unit · Derivative | 39,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-014575 · form4.xml · derivative · entry 2 Schott Alex · CIK 0001685340 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,370 Underlying: Common Stock, $.0001 Par Value · 39,370 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments commencing on the first anniversary of the grant date. F3 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments commencing on the first anniversary of the grant date. Read SEC document |
| April 11, 2018 Filed Apr 13, 2018 21:04 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantEmployee Stock Option (Right to Buy) · Derivative | 30,456 | $0.00 Strike: $2.59 | $0.00 |
DisclosureSEC source: 0001127602-18-014575 · form4.xml · derivative · entry 1 Schott Alex · CIK 0001685340 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,456 Underlying: Common Stock, $.0001 Par Value · 30,456 shares Expires 2028-04-11 F1 · derivative.exercise_date: Vests and becomes exercisable in three equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:27 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantCommon Stock, $.0001 Par Value | 64,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008196 · form4.xml · nonDerivative · entry 1 Schott Alex · CIK 0001685340 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,103 F1 · security: Common Stock received upon the satisfaction of performance criteria and time-based vesting underlying an award of performance-based restricted stock units. Read SEC document |
| February 21, 2018 Filed Feb 27, 2018 03:00 UTC Amendment | Option Care Health, Inc. BIOS · Entity 4126 | Tax withholdingCommon Stock, $.0001 Par Value | 23,301 | $2.93 | $68,271.93 |
DisclosureSEC source: 0001127602-18-008582 · form4a.xml · nonDerivative · entry 1 Schott Alex · CIK 0001685340 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,802 F1 · shares: The original Form 4 filed on February 23, 2018 is amended by this Form 4 Amendment to disclose that 23,301 shares were forfeited solely to cover tax withholding obligations arising from the stock award reported in the original Form 4. The original Form 4 did not report the forfeiture because the number of shares to be forfeited was not known at the time of filing. This Form 4 Amendment is in addition to, and does not replace, the disclosure contained in the original Form 4. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 18:09 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantEmployee Stock Option (Right to Buy) · Derivative | 38,760 | $0.00 Strike: $2.08 | $0.00 |
DisclosureSEC source: 0001127602-17-012143 · form4.xml · derivative · entry 2 Schott Alex · CIK 0001685340 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,760 Underlying: Common Stock, $.0001 Par Value · 38,760 shares Expires 2027-03-15 F3 · derivative.exercise_date: Vests and becomes exercisable in three equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 18:09 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantRestricted Stock Unit · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012143 · form4.xml · derivative · entry 1 Schott Alex · CIK 0001685340 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,837 Underlying: Common Stock, $.0001 Par Value · 12,500 shares Expires 2019-12-31 F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. Vesting occurs if Company stock price, as measured by 20-day average stock price ending December 31, 2019, reaches specified levels. F2 · derivative.exercise_price: Depending on Company stock price at the end of the performance period, payout may be 0%, 50%, 100% or 150% of reported amount. F2 · shares: Depending on Company stock price at the end of the performance period, payout may be 0%, 50%, 100% or 150% of reported amount. F1 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. Vesting occurs if Company stock price, as measured by 20-day average stock price ending December 31, 2019, reaches specified levels. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 21:21 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantRestricted Stock Unit · Derivative | 15,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005014 · form4.xml · derivative · entry 2 Schott Alex · CIK 0001685340 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,337 Underlying: Common Stock, $.0001 Par Value · 15,337 shares Expires 2019-12-31 F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. Vesting occurs if Company stock price, as measured by 20-day average stock price ending December 31, 2019, reaches specified levels. F3 · derivative.exercise_price: Depending on Company stock price at the end of the performance period, payout may be 0, 50%, 100% or 150% of reported amount. F3 · shares: Depending on Company stock price at the end of the performance period, payout may be 0, 50%, 100% or 150% of reported amount. F2 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. Vesting occurs if Company stock price, as measured by 20-day average stock price ending December 31, 2019, reaches specified levels. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 21:21 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantEmployee Stock Option (Right to Buy) · Derivative | 49,505 | $0.00 Strike: $1.63 | $0.00 |
DisclosureSEC source: 0001127602-17-005014 · form4.xml · derivative · entry 1 Schott Alex · CIK 0001685340 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,505 Underlying: Common Stock, $.0001 Par Value · 49,505 shares Expires 2027-02-08 F1 · derivative.exercise_date: Vests and becomes exercisable in three equal annual installments commencing on the first anniversary of the date of grant. 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.