Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Option Care Health, Inc.BIOS · Entity 4126 | SVP, Chief Operating Officer | March 15, 2017 | March 17, 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.
Option Care Health, Inc.
Report date March 15, 2017 · Filed March 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2019-12-31 | Direct | 13,919 |
Reported balance
After 2017-03-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-03-15 · Grant · Acquired 6,250 · Balance 13,919 F1: 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: Depending on Company's stock price, as measured by 20-day average stock price ending December 31, 2019, payout may be 0%, 50%, 100% or 150% of reported amount. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.08 · Expires 2027-03-15 | Direct | 19,380 |
Reported balance
After 2017-03-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-03-15 · Grant · Acquired 19,380 · Balance 19,380 F3: Vests and becomes exercisable in three equal annual installments commencing 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. Vesting occurs if Company stock price, as measured by 20-day average stock price ending December 31, 2019, reaches specified levels.
F2: Depending on Company's stock price, as measured by 20-day average stock price ending December 31, 2019, payout may be 0%, 50%, 100% or 150% of reported amount.
F3: Vests and becomes exercisable in three equal annual installments commencing 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 |
|---|---|---|---|---|---|---|
| March 15, 2017 Filed Mar 17, 2017 18:06 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantEmployee Stock Option (Right to Buy) · Derivative | 19,380 | $0.00 Strike: $2.08 | $0.00 |
DisclosureSEC source: 0001127602-17-012139 · form4.xml · derivative · entry 2 Evans Dave · CIK 0001545303 · SVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,380 Underlying: Common Stock, $.0001 Par Value · 19,380 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 18:06 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantRestricted Stock Unit · Derivative | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012139 · form4.xml · derivative · entry 1 Evans Dave · CIK 0001545303 · SVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,919 Underlying: Common Stock, $.0001 Par Value · 6,250 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's stock price, as measured by 20-day average stock price ending December 31, 2019, payout may be 0%, 50%, 100% or 150% of reported amount. F2 · shares: Depending on Company's stock price, as measured by 20-day average stock price ending December 31, 2019, 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 21:34 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantRestricted Stock Unit · Derivative | 7,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005030 · form4.xml · derivative · entry 2 Evans Dave · CIK 0001545303 · SVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,669 Underlying: Common Stock, $.0001 Par Value · 7,669 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 · shares: Depending on Company's stock price, as measured by 20-day average stock price ending December 31, 2019, 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 21:34 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantEmployee Stock Option (Right to Buy) · Derivative | 24,752 | $0.00 Strike: $1.63 | $0.00 |
DisclosureSEC source: 0001127602-17-005030 · form4.xml · derivative · entry 1 Evans Dave · CIK 0001545303 · SVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,752 Underlying: Common Stock, $.0001 Par Value · 24,752 shares Expires 2027-02-08 F1 · shares: 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.