Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Astrana Health, Inc.
Report date December 08, 2017 · Filed December 29, 2017
Section 16 reporting ended · disclosed 2017-12-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.00 · Expires 2026-09-14 | Direct | 140,000 |
Reported balance
Holding disclosure · report date 2017-12-08 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance 140,000 F2: The option vested at the rate of one-twelfth of the shares per month commencing on October 14, 2016. F1: This form is not filed to reflect any transactions but to disclose that Reporting Person resigned from the board of directors of Apollo Medical Holdings, Inc. ("ApolloMed"), effective as of the closing of a merger between Apollo Acquisition Corp., a wholly owned subsidiary of ApolloMed, and Network Medical Management, Inc., a California corporation, on December 8, 2017, and as a result, is no longer subject to Section 16, Form 4 or Form 5 obligations based on his directorship at ApolloMed. F5: As of December 8, 2017, Reporting Person had direct ownership of stock options with respect to 140,000 shares of common stock of ApolloMed. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.79 · Expires 2026-02-14 | Direct | 140,000 |
Reported balance
Holding disclosure · report date 2017-12-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 140,000 F3: The option vested at the rate of one-twelfth of the shares per month commencing on March 15, 2016. F1: This form is not filed to reflect any transactions but to disclose that Reporting Person resigned from the board of directors of Apollo Medical Holdings, Inc. ("ApolloMed"), effective as of the closing of a merger between Apollo Acquisition Corp., a wholly owned subsidiary of ApolloMed, and Network Medical Management, Inc., a California corporation, on December 8, 2017, and as a result, is no longer subject to Section 16, Form 4 or Form 5 obligations based on his directorship at ApolloMed. F5: As of December 8, 2017, Reporting Person had direct ownership of stock options with respect to 140,000 shares of common stock of ApolloMed. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.15 · Expires 2022-02-01 | Direct | 140,000 |
Reported balance
Holding disclosure · report date 2017-12-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 140,000 F4: The option vested at the rate of one-third of the shares per year commencing on February 1, 2012. F1: This form is not filed to reflect any transactions but to disclose that Reporting Person resigned from the board of directors of Apollo Medical Holdings, Inc. ("ApolloMed"), effective as of the closing of a merger between Apollo Acquisition Corp., a wholly owned subsidiary of ApolloMed, and Network Medical Management, Inc., a California corporation, on December 8, 2017, and as a result, is no longer subject to Section 16, Form 4 or Form 5 obligations based on his directorship at ApolloMed. F5: As of December 8, 2017, Reporting Person had direct ownership of stock options with respect to 140,000 shares of common stock of ApolloMed. |
Filing footnotes · ownership attribution and instrument terms
F1: This form is not filed to reflect any transactions but to disclose that Reporting Person resigned from the board of directors of Apollo Medical Holdings, Inc. ("ApolloMed"), effective as of the closing of a merger between Apollo Acquisition Corp., a wholly owned subsidiary of ApolloMed, and Network Medical Management, Inc., a California corporation, on December 8, 2017, and as a result, is no longer subject to Section 16, Form 4 or Form 5 obligations based on his directorship at ApolloMed.
F2: The option vested at the rate of one-twelfth of the shares per month commencing on October 14, 2016.
F3: The option vested at the rate of one-twelfth of the shares per month commencing on March 15, 2016.
F4: The option vested at the rate of one-third of the shares per year commencing on February 1, 2012.
F5: As of December 8, 2017, Reporting Person had direct ownership of stock options with respect to 140,000 shares of common stock of ApolloMed.
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 |
|---|---|---|---|---|---|---|
| September 14, 2016 Filed Sep 16, 2016 20:50 UTC | Astrana Health, Inc. AMEH · Entity 4538 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $5.79 | $0.00 |
DisclosureSEC source: 0001498865-16-000008 · primary_doc.xml · derivative · entry 1 Schreck Edward · CIK 0001572822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2026-02-14 F1 · date: The option was approved by the Issuer's Board of Directors on February 15, 2016, subject to shareholder approval of the plan under which the option was granted. The Issuer's shareholders approved the plan on September 14, 2016. F2 · derivative.exercise_date: The option vests at the rate of one-twelfth of the shares per month commencing March 15, 2016. Read SEC document |
| September 14, 2016 Filed Mar 1, 2017 18:48 UTC | Astrana Health, Inc. AMEH · Entity 4538 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001498865-17-000001 · primary_doc.xml · derivative · entry 1 Schreck Edward · CIK 0001572822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2026-09-14 F1 · derivative.exercise_date: The option vests at the rate of one-twelfth of the shares per month commencing October 14, 2016. 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.