Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolent Health, Inc.EVH · Entity 5492 | CEO, Valence Health | August 01, 2017 | August 03, 2017 |
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 August 01, 2017 · Filed August 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,411 |
Last balance in matching sequence
After 2017-08-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2017-08-01 · Exercise / conversion · Acquired 6,000 · Balance 18,411 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 12, 2016. F2: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Row 2 · 2017-08-01 · Sale · Disposed 6,000 · Balance 12,411 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 12, 2016. F3: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $24.35-$24.90, 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. F2: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. |
| Class A Common Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.84 · Expires 2024-04-01 | Direct | 399,680 |
Reported balance
After 2017-08-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-08-01 · Exercise / conversion · Disposed 6,000 · Balance 399,680 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 12, 2016. F4: Tbe Class A Common Stock Options exercised vested on October 1, 2014. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 12, 2016.
F2: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission.
F3: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $24.35-$24.90, 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.
F4: Tbe Class A Common Stock Options exercised vested on October 1, 2014.
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 |
|---|---|---|---|---|---|---|
| August 01, 2017 Filed Aug 3, 2017 16:30 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001628908-17-000038 · primary_doc.xml · derivative · entry 3 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,680 Underlying: Class A Common Stock · 6,000 shares Expires 2024-04-01 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 September 12, 2016. F4 · derivative.exercise_date: Tbe Class A Common Stock Options exercised vested on October 1, 2014. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 16:30 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 6,000 | $24.64 | $147,840.00 |
DisclosureSEC source: 0001628908-17-000038 · primary_doc.xml · nonDerivative · entry 2 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,411 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 September 12, 2016. F3 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $24.35-$24.90, 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. 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 01, 2017 Filed Aug 3, 2017 16:30 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 6,000 | $3.84 | $23,040.00 |
DisclosureSEC source: 0001628908-17-000038 · primary_doc.xml · nonDerivative · entry 1 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,411 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 September 12, 2016. 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 |
| July 03, 2017 Filed Jul 6, 2017 16:27 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001628908-17-000034 · primary_doc.xml · derivative · entry 3 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,680 Underlying: Class A Common Stock · 6,000 shares Expires 2024-04-01 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 September 12, 2016. F4 · derivative.exercise_date: The Class A Common Stock Options exercised vested on October 1, 2014. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 16:27 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 6,000 | $25.07 | $150,420.00 |
DisclosureSEC source: 0001628908-17-000034 · primary_doc.xml · nonDerivative · entry 2 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,411 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 September 12, 2016. F3 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $24.925-$25.275, 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 price within the range set forth in this footnote. 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 |
| July 03, 2017 Filed Jul 6, 2017 16:27 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 6,000 | $3.84 | $23,040.00 |
DisclosureSEC source: 0001628908-17-000034 · primary_doc.xml · nonDerivative · entry 1 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,411 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 September 12, 2016. 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 |
| June 06, 2017 Filed Jun 8, 2017 16:54 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 959 | $25.75 | $24,694.25 |
DisclosureSEC source: 0001232583-17-000007 · primary_doc.xml · nonDerivative · entry 1 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,411 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 September 12, 2016. 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 |
| June 01, 2017 Filed Jun 5, 2017 18:12 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001232583-17-000006 · primary_doc.xml · derivative · entry 4 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,680 Underlying: Class A Common Stock · 6,000 shares Expires 2024-04-01 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 September 12, 2016. F5 · derivative.exercise_date: The Class A Common Stock Options exercised vested on October 1, 2014. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 18:12 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 4,400 | $24.36 | $107,184.00 |
DisclosureSEC source: 0001232583-17-000006 · primary_doc.xml · nonDerivative · entry 3 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,370 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 September 12, 2016. F4 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $24.00-$24.60, 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 price within the range set forth in this footnote. 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 |
| June 01, 2017 Filed Jun 5, 2017 18:12 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 1,600 | $23.51 | $37,616.00 |
DisclosureSEC source: 0001232583-17-000006 · primary_doc.xml · nonDerivative · entry 2 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,770 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 September 12, 2016. F3 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $23.00-$23.85, 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. 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 |
| June 01, 2017 Filed Jun 5, 2017 18:12 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 6,000 | $3.84 | $23,040.00 |
DisclosureSEC source: 0001232583-17-000006 · primary_doc.xml · nonDerivative · entry 1 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,370 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 September 12, 2016. 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 |
| May 19, 2017 Filed May 23, 2017 18:29 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 13,640 | $24.30 | $331,452.00 |
DisclosureSEC source: 0000950157-17-000723 · form4.xml · nonDerivative · entry 1 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,370 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 |
| May 01, 2017 Filed May 3, 2017 17:04 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001232583-17-000005 · primary_doc.xml · derivative · entry 3 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417,680 Underlying: Class A Common Stock · 6,000 shares Expires 2024-04-01 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 September 12, 2016. F3 · derivative.exercise_date: The Class A Common Stock Options exercised began vesting at a rate of 25% annually beginning October 1, 2014. Read SEC document |
| May 01, 2017 Filed May 3, 2017 17:04 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 6,000 | $23.10 | $138,600.00 |
DisclosureSEC source: 0001232583-17-000005 · primary_doc.xml · nonDerivative · entry 2 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,704 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 September 12, 2016. F2 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $22.90-$23.35, 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 price within the range set forth in this footnote. Read SEC document |
| May 01, 2017 Filed May 3, 2017 17:04 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 6,000 | $3.84 | $23,040.00 |
DisclosureSEC source: 0001232583-17-000005 · primary_doc.xml · nonDerivative · entry 1 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,704 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 September 12, 2016. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 19:00 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001232583-17-000004 · primary_doc.xml · derivative · entry 4 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,680 Underlying: Class A Common Stock · 6,000 shares Expires 2024-04-01 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 September 12, 2016. F4 · derivative.exercise_date: The Class A Common Stock Options exercised began vesting at a rate of 25% annually beginning October 1, 2014. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 19:00 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 700 | $23.41 | $16,387.00 |
DisclosureSEC source: 0001232583-17-000004 · primary_doc.xml · nonDerivative · entry 3 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,704 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 September 12, 2016. F3 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $23.40-$23.45, 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 price within the range set forth in this footnote. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 19:00 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 5,300 | $23.11 | $122,483.00 |
DisclosureSEC source: 0001232583-17-000004 · primary_doc.xml · nonDerivative · entry 2 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,404 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 September 12, 2016. F2 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $22.375-$23.375, 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 price within the range set forth in this footnote. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 19:00 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 6,000 | $3.84 | $23,040.00 |
DisclosureSEC source: 0001232583-17-000004 · primary_doc.xml · nonDerivative · entry 1 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,704 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 September 12, 2016. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 17:20 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 988 | $20.20 | $19,957.60 |
DisclosureSEC source: 0001232583-17-000003 · primary_doc.xml · nonDerivative · entry 1 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,704 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 September 12, 2016. F2 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $19.80-$20.45, 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 price within the range set forth in this footnote. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 16:43 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001232583-17-000002 · primary_doc.xml · derivative · entry 3 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429,680 Underlying: Class A Common Stock · 6,000 shares Expires 2024-04-01 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 September 12, 2016. F3 · derivative.exercise_date: The Class A Common Stock Options exercised began vesting at a rate of 25% annually beginning October 1, 2014. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 16:43 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 6,000 | $20.11 | $120,660.00 |
DisclosureSEC source: 0001232583-17-000002 · primary_doc.xml · nonDerivative · entry 2 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,692 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 September 12, 2016. F2 · price: The price reported in Column 4 is a weighted average. These shares wee sold in multiple transactions at prices ranging from $20.00-$20.325, 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 price within the range set forth in this footnote. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 16:43 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 6,000 | $3.84 | $23,040.00 |
DisclosureSEC source: 0001232583-17-000002 · primary_doc.xml · nonDerivative · entry 1 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,692 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 September 12, 2016. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 18:17 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock (right to buy) · Derivative | 12,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001232583-17-000001 · primary_doc.xml · derivative · entry 4 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435,680 Underlying: Class A Common Stock · 12,000 shares Expires 2024-04-01 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 September 12, 2016. F4 · derivative.exercise_date: The Class A Common Stock Options exercised began vesting at a rate of 25% annually beginning October 1, 2014. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 18:17 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 6,000 | $20.13 | $120,780.00 |
DisclosureSEC source: 0001232583-17-000001 · primary_doc.xml · nonDerivative · entry 3 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,692 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 September 12, 2016. F3 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $20.00-$20.25, 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 price within the range set forth in this footnote. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 18:17 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 6,000 | $20.12 | $120,720.00 |
DisclosureSEC source: 0001232583-17-000001 · primary_doc.xml · nonDerivative · entry 2 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,692 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 September 12, 2016. F2 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $20.00-$20.25, 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 price within the range set forth in this footnote. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 18:17 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 12,000 | $3.84 | $46,080.00 |
DisclosureSEC source: 0001232583-17-000001 · primary_doc.xml · nonDerivative · entry 1 WIGGINTON STEVE · CIK 0001232583 · CEO, Valence Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371,692 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 September 12, 2016. Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 16:56 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 45,760 | $21.54 | $985,670.40 |
DisclosureSEC source: 0000950157-16-002181 · form4.xml · nonDerivative · entry 1 WIGGINTON STEVE · CIK 0001232583 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,692 F1 · price: The price of $21.54 represents the public offering price of $22.50 per share of Class A Common Stock less the underwriters' discount of $0.96 per share. 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.