Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Doximity, Inc.DOCS · Entity 1570 | Director | August 27, 2026 | August 31, 2026 |
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.
Doximity, Inc.
Report date August 27, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 58,987 |
Reported balance
After 2026-08-27 transaction · row 1
1 source rowRow 1 · 2026-08-27 · Grant · Acquired 8,084 · Balance 58,987 F1: These shares represent restricted stock units (each, an "RSU") granted on August 27, 2026 pursuant to the Issuer's non-employee director compensation policy, which vest in full on the earlier of (i) the first anniversary of the grant date or (ii) the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service as a director through the applicable vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent restricted stock units (each, an "RSU") granted on August 27, 2026 pursuant to the Issuer's non-employee director compensation policy, which vest in full on the earlier of (i) the first anniversary of the grant date or (ii) the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service as a director through the applicable vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Diplomat Pharmacy, Inc.
Report date February 10, 2020 · Filed February 10, 2020
Section 16 reporting ended · disclosed 2020-02-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-02-10 transaction · row 1
1 source rowRow 1 · 2020-02-10 · Disposition to issuer · Disposed 41,019 · Balance 0 F1: Pursuant to an Agreement and Plan of Merger, dated December 9, 2019 (the "Merger Agreement"), by and among UnitedHealth Group Incorporated, a Delaware corporation ("Parent"), Denali Merger Sub, Inc., a Michigan corporation and a wholly owned subsidiary of Parent ("Purchaser") and Diplomat Pharmacy, Inc., a Michigan corporation (the "Issuer"), each outstanding restricted stock award held by reporting person was disposed of pursuant to the closing on February 10, 2020 of the merger of Purchaser with and into the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to an Agreement and Plan of Merger, dated December 9, 2019 (the "Merger Agreement"), by and among UnitedHealth Group Incorporated, a Delaware corporation ("Parent"), Denali Merger Sub, Inc., a Michigan corporation and a wholly owned subsidiary of Parent ("Purchaser") and Diplomat Pharmacy, Inc., a Michigan corporation (the "Issuer"), each outstanding restricted stock award held by reporting person was disposed of pursuant to the closing on February 10, 2020 of the merger of Purchaser with and into the Issuer.
Oak Street Health, Inc.
Report date May 02, 2023 · Filed May 02, 2023
Section 16 reporting ended · disclosed 2023-05-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, $0.001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-05-02 transaction · row 1
1 source rowRow 1 · 2023-05-02 · Disposition to issuer · Disposed 23,881 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 7, 2023 (the "Merger Agreement"), by and among the Issuer, CVS Pharmacy, Inc. ("Parent"), Halo Merger Sub Corp. ("Merger Sub") and, for the limited purposes set forth therein, CVS Health Corporation, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock that was issued and outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $39.00 per share in cash, without interest and subject to applicable tax withholdings (the "Per Share Price"). F2: (Continued from Footnote 1) The shares of the Issuer's common stock reported as disposed by the Reporting Person include vested restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically canceled and converted into the right to receive an amount in cash (without interest and subject to applicable tax withholdings) equal to the product of the Per Share Price multiplied by the number of shares of the Issuer's common stock subject to such RSUs as of immediately prior to the Effective Time. F3: The shares of the Issuer's common stock reported as disposed on this Form 4 reflects a correction to the Reporting Person's Form 4 filed on October 15, 2020, which inadvertently reported an issuance of 3,912 RSUs to the Reporting Person rather than an issuance of 3,921 RSUs to the Reporting Person, resulting in the Reporting Person's beneficial ownership of the Issuer's common stock being understated by 9 shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 7, 2023 (the "Merger Agreement"), by and among the Issuer, CVS Pharmacy, Inc. ("Parent"), Halo Merger Sub Corp. ("Merger Sub") and, for the limited purposes set forth therein, CVS Health Corporation, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock that was issued and outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $39.00 per share in cash, without interest and subject to applicable tax withholdings (the "Per Share Price").
F2: (Continued from Footnote 1) The shares of the Issuer's common stock reported as disposed by the Reporting Person include vested restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically canceled and converted into the right to receive an amount in cash (without interest and subject to applicable tax withholdings) equal to the product of the Per Share Price multiplied by the number of shares of the Issuer's common stock subject to such RSUs as of immediately prior to the Effective Time.
F3: The shares of the Issuer's common stock reported as disposed on this Form 4 reflects a correction to the Reporting Person's Form 4 filed on October 15, 2020, which inadvertently reported an issuance of 3,912 RSUs to the Reporting Person rather than an issuance of 3,921 RSUs to the Reporting Person, resulting in the Reporting Person's beneficial ownership of the Issuer's common stock being understated by 9 shares.
TruBridge, Inc.
Report date July 09, 2026 · Filed July 10, 2026
Section 16 reporting ended · disclosed 2026-07-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-07-09 transaction · row 1
1 source rowRow 1 · 2026-07-09 · Disposition to issuer · Disposed 38,687 · Balance 0 F1: On July 9, 2026, pursuant to that certain Agreement and Plan of Merger, dated as of April 23, 2026 (the "Merger Agreement"), by and among TruBridge, Inc. (the "Issuer"), Inventurus Knowledge Solutions, Inc., a Delaware corporation ("Parent"), IKS Next Horizon, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), and solely for certain limited purposes as specified therein, Inventurus Knowledge Solutions Limited, an Indian public limited company, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. F2: At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of the Issuer's common stock, par value $0.001 per share, that was issued and outstanding immediately prior to the Effective Time (other than certain excluded shares) was cancelled and converted into the right to receive $26.25 per share in cash, without interest, and subject to any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 9, 2026, pursuant to that certain Agreement and Plan of Merger, dated as of April 23, 2026 (the "Merger Agreement"), by and among TruBridge, Inc. (the "Issuer"), Inventurus Knowledge Solutions, Inc., a Delaware corporation ("Parent"), IKS Next Horizon, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), and solely for certain limited purposes as specified therein, Inventurus Knowledge Solutions Limited, an Indian public limited company, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent.
F2: At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of the Issuer's common stock, par value $0.001 per share, that was issued and outstanding immediately prior to the Effective Time (other than certain excluded shares) was cancelled and converted into the right to receive $26.25 per share in cash, without interest, and subject to any applicable withholding taxes.
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 |
|---|---|---|---|---|---|---|
| February 11, 2022 Filed Feb 15, 2022 22:12 UTC | Doximity, Inc. DOCS · Entity 1570 | ConversionClass B Common Stock · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001516513-22-000015 · wf-form4_164496314285474.xml · derivative · entry 7 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,000 shares Expires not disclosed 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. F7 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. F1 · kind: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder. F7 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. F7 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:12 UTC | Doximity, Inc. DOCS · Entity 1570 | Exercise / conversionClass B Common Stock · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001516513-22-000015 · wf-form4_164496314285474.xml · derivative · entry 6 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires not disclosed 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. F7 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. F7 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. F7 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:12 UTC | Doximity, Inc. DOCS · Entity 1570 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $2.21 | $0.00 |
DisclosureSEC source: 0001516513-22-000015 · wf-form4_164496314285474.xml · derivative · entry 5 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,138 Underlying: Class B Common Stock · 10,000 shares Expires 2030-09-01 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. F6 · derivative.exercise_date: The stock option vests in 36 equal monthly installments after September 2, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on September 2, 2020. F7 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:12 UTC | Doximity, Inc. DOCS · Entity 1570 | SaleClass A Common Stock | 2,838 | $59.60 | $169,152.75 |
DisclosureSEC source: 0001516513-22-000015 · wf-form4_164496314285474.xml · nonDerivative · entry 4 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 7, 2021. F5 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $59.3500 to $60.0000 per share, inclusive. The Reporting Person undertakes to provide the Issuer, a security holder of the Issuer, 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 11, 2022 Filed Feb 15, 2022 22:12 UTC | Doximity, Inc. DOCS · Entity 1570 | SaleClass A Common Stock | 3,350 | $58.74 | $196,788.05 |
DisclosureSEC source: 0001516513-22-000015 · wf-form4_164496314285474.xml · nonDerivative · entry 3 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,838 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 7, 2021. F4 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $58.2900 to $59.2400 per share, inclusive. The Reporting Person undertakes to provide the Issuer, a security holder of the Issuer, 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 11, 2022 Filed Feb 15, 2022 22:12 UTC | Doximity, Inc. DOCS · Entity 1570 | SaleClass A Common Stock | 3,812 | $57.70 | $219,951.26 |
DisclosureSEC source: 0001516513-22-000015 · wf-form4_164496314285474.xml · nonDerivative · entry 2 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,188 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 7, 2021. F3 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $57.2400 to $58.1500 per share, inclusive. The Reporting Person undertakes to provide the Issuer, a security holder of the Issuer, 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 11, 2022 Filed Feb 15, 2022 22:12 UTC | Doximity, Inc. DOCS · Entity 1570 | ConversionClass A Common Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001516513-22-000015 · wf-form4_164496314285474.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder. F1 · price: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 22:11 UTC | Doximity, Inc. DOCS · Entity 1570 | ConversionClass B Common Stock · Derivative | 105,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · derivative · entry 9 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 105,862 shares Expires not disclosed 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. F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. F1 · kind: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder. F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 22:11 UTC | Doximity, Inc. DOCS · Entity 1570 | Exercise / conversionClass B Common Stock · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · derivative · entry 8 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,862 Underlying: Class A Common Stock · 1,000 shares Expires not disclosed 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. F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 22:11 UTC | Doximity, Inc. DOCS · Entity 1570 | Exercise / conversionClass B Common Stock · Derivative | 104,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · derivative · entry 7 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,862 Underlying: Class A Common Stock · 104,862 shares Expires not disclosed 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. F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 22:11 UTC | Doximity, Inc. DOCS · Entity 1570 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $1.05 | $0.00 |
DisclosureSEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · derivative · entry 6 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 1,000 shares Expires 2028-06-05 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. F6 · derivative.exercise_date: The stock option was granted on June 6, 2018 and fully vested as of such date. F5 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 22:11 UTC | Doximity, Inc. DOCS · Entity 1570 | Exercise / conversionStock Option (Right to Buy) · Derivative | 104,862 | $0.00 Strike: $2.21 | $0.00 |
DisclosureSEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · derivative · entry 5 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431,138 Underlying: Class B Common Stock · 104,862 shares Expires 2030-09-01 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. F4 · derivative.exercise_date: The stock option vests in 36 equal monthly installments after September 2, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on September 2, 2020. F5 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 22:11 UTC | Doximity, Inc. DOCS · Entity 1570 | SaleClass A Common Stock | 1,000 | $75.02 | $75,018.60 |
DisclosureSEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · nonDerivative · entry 4 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 22:11 UTC | Doximity, Inc. DOCS · Entity 1570 | SaleClass A Common Stock | 22,362 | $75.70 | $1,692,879.43 |
DisclosureSEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · nonDerivative · entry 3 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F3 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $76.0000 to $76.1800 per share, inclusive. The Reporting Person undertakes to provide the Issuer, a security holder of the Issuer, 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 |
| November 12, 2021 Filed Nov 16, 2021 22:11 UTC | Doximity, Inc. DOCS · Entity 1570 | SaleClass A Common Stock | 82,500 | $74.67 | $6,160,167.75 |
DisclosureSEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · nonDerivative · entry 2 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,362 F2 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $75.0000 to $75.9900 per share, inclusive. The Reporting Person undertakes to provide the Issuer, a security holder of the Issuer, 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 |
| November 12, 2021 Filed Nov 16, 2021 22:11 UTC | Doximity, Inc. DOCS · Entity 1570 | ConversionClass A Common Stock | 105,862 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,862 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: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder. F1 · price: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder. Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 17:05 UTC | Oak Street Health, Inc. OSH · Entity 113906 | GrantCommon Stock, $0.001 par value | 4,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063410 · doc4.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,359 F1 · kind: Represents Restricted Stock Units (RSUs) issued to the Reporting Person under the Oak Street Health, Inc. Omnibus Incentive Plan. These RSUs will vest the day immediately prior to the date of the next annual meeting of the stockholders of the Company occurring after the date of grant so long as the Reporting Person continues to serve on the Board through such date. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 16:29 UTC | TruBridge, Inc. CPSI · Entity 31047 | GrantCommon Stock | 3,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019352 · doc4.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,758 F1 · kind: Represents a grant of restricted stock that vests on the first anniversary of the grant date. This transaction is exempt from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3(d) thereunder. Read SEC document |
| October 06, 2020 Filed Oct 15, 2020 16:17 UTC | Oak Street Health, Inc. OSH · Entity 113906 | GrantCommon Stock, $0.001 par value | 3,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-054903 · doc4.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,912 Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 21:07 UTC | TruBridge, Inc. CPSI · Entity 31047 | GrantCommon Stock | 3,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017350 · doc4.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,559 F1 · kind: Represents a grant of restricted stock that vests on the first anniversary of the grant date. This transaction is exempt from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3(d) thereunder. Read SEC document |
| February 10, 2020 Filed Feb 10, 2020 21:14 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | Disposition to issuerCommon Stock | 41,019 | $4.00 | $164,076.00 |
DisclosureSEC source: 0001104659-20-013498 · a4.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to an Agreement and Plan of Merger, dated December 9, 2019 (the "Merger Agreement"), by and among UnitedHealth Group Incorporated, a Delaware corporation ("Parent"), Denali Merger Sub, Inc., a Michigan corporation and a wholly owned subsidiary of Parent ("Purchaser") and Diplomat Pharmacy, Inc., a Michigan corporation (the "Issuer"), each outstanding restricted stock award held by reporting person was disposed of pursuant to the closing on February 10, 2020 of the merger of Purchaser with and into the Issuer. Read SEC document |
| October 02, 2019 Filed Oct 4, 2019 20:22 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | SaleCommon Stock | 859 | $4.84 | $4,157.56 |
DisclosureSEC source: 0001596771-19-000117 · primary_doc.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,019 F1 · kind: The sales reported in this Form 4 represent shares sold automatically to cover the tax liability incurred incident to the vesting of previously granted restricted stock. F1 · shares: The sales reported in this Form 4 represent shares sold automatically to cover the tax liability incurred incident to the vesting of previously granted restricted stock. Read SEC document |
| June 04, 2019 Filed Jun 5, 2019 20:03 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | SaleCommon Stock | 1,274 | $4.85 | $6,184.76 |
DisclosureSEC source: 0001596771-19-000054 · primary_doc.xml · nonDerivative · entry 2 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,878 F2 · kind: The sales reported in this Form 4 represent shares sold to cover the tax liability incurred incident to the vesting of previously granted restricted stock. F2 · shares: The sales reported in this Form 4 represent shares sold to cover the tax liability incurred incident to the vesting of previously granted restricted stock. F3 · price: The price represents the weighted average price of the multiple transactions reported on this line. Upon request by the SEC staff, the issuer or any securityholder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 20:03 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | GrantCommon Stock | 33,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001596771-19-000054 · primary_doc.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,152 F1 · shares: The shares of restricted stock were granted in connection with the Issuer's non-employee director compensation program. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 14:23 UTC | TruBridge, Inc. CPSI · Entity 31047 | GrantCommon Stock | 3,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001247524-19-000087 · edgar.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,736 F1 · shares: Represents a grant of restricted stock that vests on the first anniversary of the grant date. This transaction is exempt from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3(d) thereunder. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:04 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | GrantCommon Stock | 2,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001596771-18-000092 · primary_doc.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,893 F1 · shares: The shares of restricted stock were granted in connection with the Issuer's revised non-employee director compensation program, effective October 1, 2018. Read SEC document |
| June 05, 2018 Filed Jun 5, 2018 20:48 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | SaleCommon Stock | 1,680 | $24.26 | $40,765.03 |
DisclosureSEC source: 0001596771-18-000070 · primary_doc.xml · nonDerivative · entry 2 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,618 F2 · kind: The sales reported in this Form 4 represent shares sold to cover the tax liability incurred incident to the vesting of previously granted restricted stock. F2 · shares: The sales reported in this Form 4 represent shares sold to cover the tax liability incurred incident to the vesting of previously granted restricted stock. F3 · price: The price represents the weighted average price of the multiple transactions reported on this line. The shares were sold at prices ranging from $24.21 to $24.46. Upon request by the SEC staff, the issuer or any securityholder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 20:48 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | GrantCommon Stock | 3,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001596771-18-000070 · primary_doc.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,298 F1 · shares: The shares of restricted stock were granted in connection with the Issuer's non-employee director compensation program. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 16:16 UTC | TruBridge, Inc. CPSI · Entity 31047 | GrantCommon Stock | 3,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001247524-18-000037 · edgar.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,499 F1 · shares: Represents a grant of restricted stock that vests on the first anniversary of the grant date. This transaction is exempt from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3(d) thereunder. Read SEC document |
| November 09, 2017 Filed Nov 14, 2017 22:40 UTC | TruBridge, Inc. CPSI · Entity 31047 | GrantCommon Stock | 1,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001247524-17-000134 · edgar.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,188 F1 · shares: Represents a grant of restricted stock that vests on the first anniversary of the grant date. This transaction is exempt from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3(d) thereunder. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:04 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | GrantCommon Stock | 4,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001596771-17-000043 · primary_doc.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,644 F1 · shares: The shares of restricted stock were granted in connection with the Issuer's non-employee director compensation program. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 21:02 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | GrantCommon Stock | 922 | $0.00 | $0.00 |
DisclosureSEC source: 0001596771-17-000031 · primary_doc.xml · nonDerivative · entry 1 Benjamin Regina M. · CIK 0001594511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 922 F1 · shares: The shares of restricted stock were granted in connection with the Issuer's non-employee director compensation program. 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.