Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aveanna Healthcare Holdings, Inc.AVAH · Entity 4246 | Chief Executive Officer | August 20, 2026 | August 24, 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.
Aveanna Healthcare Holdings, Inc.
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 2,561,972 |
Reported balance
After 2026-08-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-20 · Sale · Disposed 90,000 · Balance 2,561,972 F1: Shares sold by the reporting person were part of an undewritten secondary offering of 15,000,000 shares of the Issuer's common stock which closed on August 24, 2026. F2: Includes 1,080 shares acquired under the Registrant's Employee Stock Purchase Plan (the "ESPP") in June 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold by the reporting person were part of an undewritten secondary offering of 15,000,000 shares of the Issuer's common stock which closed on August 24, 2026.
F2: Includes 1,080 shares acquired under the Registrant's Employee Stock Purchase Plan (the "ESPP") in June 2026.
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 20, 2026 Filed Aug 24, 2026 20:30 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | SaleCommon Stock, par value $0.01 per share | 90,000 | $11.50 | $1,035,000.00 |
DisclosureSEC source: 0001193125-26-363661 · ownership.xml · nonDerivative · entry 1 Shaner Jeff · CIK 0001520693 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,561,972 F1 · shares: Shares sold by the reporting person were part of an undewritten secondary offering of 15,000,000 shares of the Issuer's common stock which closed on August 24, 2026. F2 · balance_after: Includes 1,080 shares acquired under the Registrant's Employee Stock Purchase Plan (the "ESPP") in June 2026. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 02:16 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | SaleCommon Stock, par value $0.01 per share | 173,225 | $7.21 | $1,248,640.45 |
DisclosureSEC source: 0001193125-26-060060 · ownership.xml · nonDerivative · entry 3 Shaner Jeff · CIK 0001520693 · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,650,892 F1 · kind: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of equity awards, as previously reported. F4 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $7.06 to $7.29. This transaction was part of aggregate sales by our stock plan administrator. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 02:16 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | SaleCommon Stock, par value $0.01 per share | 168,800 | $7.38 | $1,246,233.52 |
DisclosureSEC source: 0001193125-26-060060 · ownership.xml · nonDerivative · entry 2 Shaner Jeff · CIK 0001520693 · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,824,117 F1 · kind: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of equity awards, as previously reported. F3 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $7.175 to $7.53. This transaction was part of aggregate sales by our stock plan administrator. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 17, 2026 Filed Feb 20, 2026 02:16 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | SaleCommon Stock, par value $0.01 per share | 119,884 | $7.65 | $916,525.17 |
DisclosureSEC source: 0001193125-26-060060 · ownership.xml · nonDerivative · entry 1 Shaner Jeff · CIK 0001520693 · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,992,917 F1 · kind: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of equity awards, as previously reported. F2 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $7.47 to $7.97. This transaction was part of aggregate sales by our stock plan administrator. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 14, 2026 Filed Feb 17, 2026 22:30 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 157,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-055176 · ownership.xml · nonDerivative · entry 3 Shaner Jeff · CIK 0001520693 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,112,801 F3 · shares: Grant of stock-settled restricted stock unit, subject to three-year cliff vesting. Read SEC document |
| February 14, 2026 Filed Feb 17, 2026 22:30 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 421,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-055176 · ownership.xml · nonDerivative · entry 2 Shaner Jeff · CIK 0001520693 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,955,329 F2 · shares: Represents shares earned upon vesting of performance-based restricted stock units issued pursuant to the Company's 2023 long-term incentive awards. Read SEC document |
| February 14, 2026 Filed Feb 17, 2026 22:30 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 136,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-055176 · ownership.xml · nonDerivative · entry 1 Shaner Jeff · CIK 0001520693 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,534,235 F1 · shares: Represents shares earned upon vesting of performance-based restricted stock units issued pursuant to the Company's 2022 long-term incentive awards. F4 · balance_after: Includes 3,393 shares acquired under the Registrant's Employee Stock Purchase Plan (the "ESPP") in December 2025 Read SEC document |
| January 02, 2026 Filed Jan 3, 2026 01:33 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | SaleCommon Stock, par value $0.01 per share | 29,357 | $7.85 | $230,311.54 |
DisclosureSEC source: 0001193125-26-001226 · ownership.xml · nonDerivative · entry 3 Shaner Jeff · CIK 0001520693 · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,394,179 F1 · kind: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of equity awards, as previously reported. F5 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $7.70 to $8.19. This transaction was part of aggregate sales by our stock plan administrator. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 31, 2025 Filed Jan 3, 2026 01:33 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | SaleCommon Stock, par value $0.01 per share | 27,674 | $8.18 | $226,309.67 |
DisclosureSEC source: 0001193125-26-001226 · ownership.xml · nonDerivative · entry 2 Shaner Jeff · CIK 0001520693 · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,423,536 F1 · kind: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of equity awards, as previously reported. F4 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $8.115 to $8.31. This transaction was part of aggregate sales by our stock plan administrator. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 30, 2025 Filed Jan 3, 2026 01:33 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | SaleCommon Stock, par value $0.01 per share | 27,929 | $8.36 | $233,363.55 |
DisclosureSEC source: 0001193125-26-001226 · ownership.xml · nonDerivative · entry 1 Shaner Jeff · CIK 0001520693 · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,451,210 F1 · kind: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of equity awards, as previously reported. F2 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $8.255 to $8.45. This transaction was part of aggregate sales by our stock plan administrator. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 1,500 shares acquired under the Registrant's Employee Stock Purchase Plan (the "ESPP") in July 2025. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:00 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | Tax withholdingCommon Stock, par value $0.01 per share | 63,618 | $5.51 | $350,535.18 |
DisclosureSEC source: 0000950170-25-083958 · ownership.xml · nonDerivative · entry 2 Shaner Jeff · CIK 0001520693 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,477,639 F2 · shares: Represents shares withheld for payment of taxes upon vesting of performance-based restricted stock units; not an open market transaction. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:00 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 139,665 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083958 · ownership.xml · nonDerivative · entry 1 Shaner Jeff · CIK 0001520693 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,541,257 F1 · shares: Represents shares earned upon vesting of performance-based restricted stock units issued pursuant to the Company's Senior Management Retention Plan. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:43 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 271,468 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032966 · ownership.xml · nonDerivative · entry 1 Shaner Jeff · CIK 0001520693 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,401,592 F1 · price: Grant of stock-settled restricted stock unit, subject to three-year cliff vesting. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 02:15 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | Tax withholdingCommon Stock, par value $0.01 per share | 42,749 | $4.60 | $196,645.40 |
DisclosureSEC source: 0000950170-25-023666 · ownership.xml · nonDerivative · entry 1 Shaner Jeff · CIK 0001520693 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,130,124 F1 · shares: Represents Restricted Stock Units ("RSUs") of Aveanna Healthcare Holdings Inc. (the "Registrant") withheld to pay taxes on the vesting of shares previously granted to the reporting person on February 14, 2022. F2 · balance_after: Includes (i) 1,500 shares acquired under the Registrant's Employee Stock Purchase Plan (the "ESPP") in July 2024 and (ii) 1,500 shares acquired under the ESPP in January 2025. Read SEC document |
| February 21, 2024 Filed Feb 24, 2024 01:41 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 518,154 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-019653 · ownership.xml · nonDerivative · entry 1 Shaner Jeff · CIK 0001520693 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,169,873 F1 · price: Grant of stock-settled restricted stock unit, subject to three-year cliff vesting. F2 · balance_after: Includes (i) 1,500 shares acquired under Aveanna's Employee Stock Purchase Plan (the "ESPP") on July 11, 2023 and (ii) 1,500 shares acquired under the ESPP on January 10, 2024. Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 01:55 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 421,094 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-005329 · doc4.xml · nonDerivative · entry 1 Shaner Jeff · CIK 0001520693 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,648,719 F1 · price: Grant of stock-settled restricted stock unit, subject to three-year cliff vesting. F2 · balance_after: Includes (i) 739 shares acquired under Aveanna's Employee Stock Purchase Plan (the "ESPP") on January 4, 2022, (ii) 2,645 shares acquired under the ESPP on July 8, 2022, and (iii) 2,289 shares acquired under the ESPP on January 5, 2023. Read SEC document |
| May 19, 2022 Filed May 20, 2022 21:26 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | PurchaseCommon Stock, par value $0.01 per share | 9,000 | $2.91 | $26,145.00 |
DisclosureSEC source: 0000899243-22-019083 · doc4.xml · nonDerivative · entry 1 Shaner Jeff · CIK 0001520693 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,221,952 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $2.82 to $2.97, inclusive. The reporting person undertakes to provide to Aveanna Healthcare Holdings Inc. ("Aveanna"), any security holder of Aveanna, 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 ranges set forth in this footnote. Read SEC document |
| February 14, 2022 Filed Feb 17, 2022 02:30 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 136,663 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-006707 · doc4.xml · nonDerivative · entry 1 Shaner Jeff · CIK 0001520693 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,212,952 F1 · price: Grant of stock-settled restricted stock unit, subject to three-year cliff vesting. Read SEC document |
| December 29, 2021 Filed Jan 3, 2022 21:16 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 180,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-000131 · doc4.xml · nonDerivative · entry 1 Shaner Jeff · CIK 0001520693 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,076,289 F1 · price: Grant of stock-settled restricted stock unit, subject to four-year cliff vesting. Read SEC document |
| April 30, 2021 Filed May 5, 2021 01:17 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | PurchaseCommon Stock, par value $0.01 per share | 1,000 | $11.57 | $11,570.00 |
DisclosureSEC source: 0000899243-21-018269 · doc4.xml · nonDerivative · entry 1 Shaner Jeff · CIK 0001520693 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 896,289 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.