Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTENE CORPCNC · Entity 3133 | Director | June 10, 2026 | June 11, 2026 |
| FIRST HORIZON CORPFHN · Entity 3480 | Director | May 03, 2022 | May 05, 2022 |
| LifeStance Health Group, Inc.LFST · Entity 3936 | Director | August 11, 2026 | August 13, 2026 |
| Orion Acquisition Corp.OHPA · Entity 126732 | Director | March 01, 2021 | March 03, 2021 |
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.
CENTENE CORP
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 197,085.924 |
Reported balance
After 2026-06-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-10 · Sale · Disposed 80,000 · Balance 197,085.924 F1: The weighted average price for this transaction is reported within the form. Shares were sold at prices ranging from $64.55 to $64.61. Full information regarding the number of shares at each price is available upon request. F2: Ownership includes 3,992 shares of restricted stock units subject to vesting requirements. |
| Common StockSEC Table I · non-derivative | IndirectBy Burdick Family LLC | 86,498 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 86,498 F3: Owned by the Burdick Family LLC, of which Mr. Burdick is a chief manager. Mr. Burdick disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The weighted average price for this transaction is reported within the form. Shares were sold at prices ranging from $64.55 to $64.61. Full information regarding the number of shares at each price is available upon request.
F2: Ownership includes 3,992 shares of restricted stock units subject to vesting requirements.
F3: Owned by the Burdick Family LLC, of which Mr. Burdick is a chief manager. Mr. Burdick disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose.
FIRST HORIZON CORP
Report date May 03, 2022 · Filed May 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,253 |
Reported balance
After 2022-05-03 transaction · row 1
1 source rowRow 1 · 2022-05-03 · Grant · Acquired 6,385 · Balance 44,253 F1: Grant of restricted stock units which will vest April 22, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units which will vest April 22, 2023.
LifeStance Health Group, Inc.
Report date August 11, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,970,810 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Sale · Disposed 500,000 · Balance 2,970,810 F1: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $11.50 to $11.665 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Burdick Family LLC | 46,511 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 46,511 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $11.50 to $11.665 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company 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.
Orion Acquisition Corp.
Report date March 01, 2021 · Filed March 03, 2021
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WELLCARE HEALTH PLANS, INC.
Report date January 23, 2020 · Filed January 27, 2020
Section 16 reporting ended · disclosed 2020-01-27. 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 2020-01-23 transaction · row 1
1 source rowRow 1 · 2020-01-23 · Disposition to issuer · Acquired 247,644 · Balance 0 F1: Reflects disposition in connection with the Agreement and Plan of Merger (the "Merger Agreement") dated March 26, 2019, by and among WellCare Health Plans, Inc. ("WellCare"), Centene Corporation ("Centene"), Wellington Merger Sub I, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Centene ("Merger Sub I"), and other parties thereto, pursuant to which Merger Sub I merged with and into WellCare on January 23, 2020 (the "Effective Time"). Upon the Effective Time, each share of WCG common stock held by the Reporting Person were converted into the right to receive (i) $120.000 in cash and (ii) 3.38 validly issued, fully paid and non assessable shares of Centene's common stock, par value $0.001 per share. Upon the Effective Time, restricted stock units ("RSUs") representing 44,834 shares of WCG common stock held by the Reporting Person were converted into RSUs relating to Centene common stock in accordance with the exchange ratio set forth in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition in connection with the Agreement and Plan of Merger (the "Merger Agreement") dated March 26, 2019, by and among WellCare Health Plans, Inc. ("WellCare"), Centene Corporation ("Centene"), Wellington Merger Sub I, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Centene ("Merger Sub I"), and other parties thereto, pursuant to which Merger Sub I merged with and into WellCare on January 23, 2020 (the "Effective Time"). Upon the Effective Time, each share of WCG common stock held by the Reporting Person were converted into the right to receive (i) $120.000 in cash and (ii) 3.38 validly issued, fully paid and non assessable shares of Centene's common stock, par value $0.001 per share. Upon the Effective Time, restricted stock units ("RSUs") representing 44,834 shares of WCG common stock held by the Reporting Person were converted into RSUs relating to Centene common stock in accordance with the exchange ratio set forth in the Merger Agreement.
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 01, 2018 Filed Mar 5, 2018 23:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 4,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012062 · doc1.xml · derivative · entry 10 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,480 Underlying: Common Stock · 4,239 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. F9 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F11 · derivative.exercise_date: The award of restricted stock units vests in approximately equal increments on March 1, 2018, March 1, 2019 and March 1, 2020. Vested shares will be delivered to the Reporting Person upon vest. F11 · derivative.expiration_date: The award of restricted stock units vests in approximately equal increments on March 1, 2018, March 1, 2019 and March 1, 2020. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 4,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012062 · doc1.xml · derivative · entry 9 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,990 Underlying: Common Stock · 4,989 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. F9 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F10 · derivative.exercise_date: The award of restricted stock units vests in approximately equal increments on March 1, 2017, March 1, 2018 and March 1, 2019. Vested shares will be delivered to the Reporting Person upon vest. F10 · derivative.expiration_date: The award of restricted stock units vests in approximately equal increments on March 1, 2017, March 1, 2018 and March 1, 2019. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 14,315 | $193.51 | $2,770,095.65 |
DisclosureSEC source: 0001140361-18-012062 · doc1.xml · nonDerivative · entry 8 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,801 F8 · shares: Forfeiture of shares to satisfy tax obligations related to market stock units that were granted to the Reporting Person on April 6, 2015 and vested on March 1, 2018. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 38,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012062 · doc1.xml · nonDerivative · entry 7 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,116 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 · kind: Settlement of market stock units that were granted on April 6, 2015 and vested on March 1, 2018. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 1,669 | $193.51 | $322,968.19 |
DisclosureSEC source: 0001140361-18-012062 · doc1.xml · nonDerivative · entry 6 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,766 F6 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on March 22, 2017 and vested on March 1, 2018. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 4,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012062 · doc1.xml · nonDerivative · entry 5 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,435 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 · kind: Vesting of restricted stock units granted to the Reporting Person on March 22, 2017. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 1,964 | $193.51 | $380,053.64 |
DisclosureSEC source: 0001140361-18-012062 · doc1.xml · nonDerivative · entry 4 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,196 F4 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on March 28, 2016 and vested on March 1, 2018 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 4,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012062 · doc1.xml · nonDerivative · entry 3 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,160 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. F3 · kind: Vesting of restricted stock units granted to the Reporting Person on March 28, 2016. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 15,416 | $193.51 | $2,983,150.16 |
DisclosureSEC source: 0001140361-18-012062 · doc1.xml · nonDerivative · entry 2 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,171 F2 · shares: Forfeiture of shares to satisfy tax obligations related to performance stock units that were granted to the Reporting Person on April 6, 2015 and vested on March 1, 2018. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GrantCommon Stock | 39,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012062 · doc1.xml · nonDerivative · entry 1 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,587 F1 · kind: Settlement of performance stock units that were granted on April 6, 2015 and vested on March 1, 2018 based upon the achievement of performance goals for the three-year performance period ending December 31, 2017. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 21:28 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GrantRestricted Stock Units · Derivative | 12,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009061 · doc1.xml · derivative · entry 1 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,719 Underlying: Common Stock · 12,719 shares Expires not disclosed F1 · security: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F2 · derivative.exercise_date: The vesting of these restricted stock units, which were granted to the Reporting Person on March 22, 2017, was subject to achievement of performance goals for the 2017 performance period to comply with Internal Revenue Code Section 162(m), as well as continued service through the applicable vesting date. The Compensation Committee of the Issuer's Board of Directors certified that the applicable performance goals had been achieved effective as of February 16, 2018. As a result, the restricted stock units only remain subject to continued service through the applicable vesting date and vest in approximately equal installments on March 1, 2018, March 1, 2019 and March 1, 2020. Vested shares will be delivered to the Reporting Person upon vest. F2 · derivative.expiration_date: The vesting of these restricted stock units, which were granted to the Reporting Person on March 22, 2017, was subject to achievement of performance goals for the 2017 performance period to comply with Internal Revenue Code Section 162(m), as well as continued service through the applicable vesting date. The Compensation Committee of the Issuer's Board of Directors certified that the applicable performance goals had been achieved effective as of February 16, 2018. As a result, the restricted stock units only remain subject to continued service through the applicable vesting date and vest in approximately equal installments on March 1, 2018, March 1, 2019 and March 1, 2020. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| November 02, 2017 Filed Jan 2, 2018 21:38 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GiftCommon Stock | 513 | $200.93 | $103,077.09 |
DisclosureSEC source: 0001140361-18-000192 · doc1.xml · nonDerivative · entry 2 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,411 Read SEC document |
| November 01, 2017 Filed Jan 2, 2018 21:38 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GiftCommon Stock | 103 | $200.91 | $20,693.73 |
DisclosureSEC source: 0001140361-18-000192 · doc1.xml · nonDerivative · entry 1 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,924 Read SEC document |
| September 14, 2017 Filed Sep 18, 2017 20:42 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | SaleCommon Stock | 1,600 | $174.91 | $279,855.84 |
DisclosureSEC source: 0001140361-17-035791 · doc1.xml · nonDerivative · entry 2 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,027 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $174.8559 to $175, inclusive. Read SEC document |
| September 14, 2017 Filed Sep 18, 2017 20:42 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | SaleCommon Stock | 6,900 | $174.09 | $1,201,202.37 |
DisclosureSEC source: 0001140361-17-035791 · doc1.xml · nonDerivative · entry 1 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,627 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $173.5577 to $174.5, inclusive. The reporting person undertakes to provide to WellCare Health Plans, Inc., any security holder of WellCare Health Plans, 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 ranges set forth in footnotes (1) and (2) to this Form 4. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionMarket Stock Units · Derivative | 1,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · derivative · entry 21 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,787 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. F20 · derivative.exercise_price: Each market stock unit represents a contingent right to receive up to two shares of WCG common stock based on the average closing price for the last thirty trading days in 2016 compared to the last thirty trading days in 2013. F21 · derivative.exercise_date: The market stock units vested on March 1, 2017. Vested shares will be delivered to the Reporting Person upon vest. F21 · derivative.expiration_date: The market stock units vested on March 1, 2017. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionMarket Stock Units · Derivative | 8,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · derivative · entry 20 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 85,140 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. F20 · derivative.exercise_price: Each market stock unit represents a contingent right to receive up to two shares of WCG common stock based on the average closing price for the last thirty trading days in 2016 compared to the last thirty trading days in 2013. F21 · derivative.exercise_date: The market stock units vested on March 1, 2017. Vested shares will be delivered to the Reporting Person upon vest. F21 · derivative.expiration_date: The market stock units vested on March 1, 2017. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 4,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · derivative · entry 19 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,979 Underlying: Common Stock · 4,988 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. F17 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F19 · derivative.exercise_date: The award of restricted stock units vests in approximately equal increments on March 1, 2017, March 1, 2018 and March 1, 2019. Vested shares will be delivered to the Reporting Person upon vest. F19 · derivative.expiration_date: The award of restricted stock units vests in approximately equal increments on March 1, 2017, March 1, 2018 and March 1, 2019. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 353 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · derivative · entry 18 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 353 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. F17 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F18 · derivative.exercise_date: The award of restricted stock units vests in approximately equal increments on March 1, 2015, March 1, 2016 and March 1, 2017. Vested shares will be delivered to the Reporting Person upon vest. F18 · derivative.expiration_date: The award of restricted stock units vests in approximately equal increments on March 1, 2015, March 1, 2016 and March 1, 2017. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 1,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · derivative · entry 17 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,681 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. F17 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F18 · derivative.exercise_date: The award of restricted stock units vests in approximately equal increments on March 1, 2015, March 1, 2016 and March 1, 2017. Vested shares will be delivered to the Reporting Person upon vest. F18 · derivative.expiration_date: The award of restricted stock units vests in approximately equal increments on March 1, 2015, March 1, 2016 and March 1, 2017. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 750 | $143.97 | $107,977.50 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 16 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,527 F16 · shares: Forfeiture of shares to satisfy tax obligations related to market stock units that were granted to the Reporting Person on June 16, 2014 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 1,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 15 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,277 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. F15 · kind: Settlement of market stock units that were granted on June 16, 2014 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 2,803 | $143.97 | $403,547.91 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 14 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,490 F14 · shares: Forfeiture of shares to satisfy tax obligations related to market stock units that were granted to the Reporting Person on February 27, 2014 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 8,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 13 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,293 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. F13 · kind: Settlement of market stock units that were granted on February 27, 2014 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 2,093 | $143.97 | $301,329.21 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 12 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,779 F12 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on March 28, 2016 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 4,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 11 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,872 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. F11 · kind: Vesting of restricted stock units granted to the Reporting Person on March 28, 2016. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 149 | $143.97 | $21,451.53 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 10 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,884 F10 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on June 16, 2014 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 353 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 9 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,033 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. F9 · kind: Vesting of restricted stock units granted to the Reporting Person on June 16, 2014. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 457 | $143.97 | $65,794.29 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 8 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,680 F8 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on February 27, 2014 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 1,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 7 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,137 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 · kind: Vesting of restricted stock units granted to the Reporting Person on February 27, 2014. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 1,511 | $143.97 | $217,538.67 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 6 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,456 F6 · shares: Forfeiture of shares to satisfy tax obligations related to performance stock units that were granted to the Reporting Person on September 2, 2014 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GrantCommon Stock | 3,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 5 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,967 F5 · kind: Settlement of performance stock units that were granted on September 2, 2014 and vested on March 1, 2017 based upon the achievement of performance goals for the performance period ending December 31, 2016. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 889 | $143.97 | $127,989.33 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 4 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,366 F4 · shares: Forfeiture of shares to satisfy tax obligations related to performance stock units that were granted to the Reporting Person on June 16, 2014 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GrantCommon Stock | 2,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 3 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,255 F3 · kind: Settlement of performance stock units that were granted on June 16, 2014 and vested on March 1, 2017 based upon the achievement of performance goals for the three-year performance period ending December 31, 2016. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 4,232 | $143.97 | $609,281.04 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 2 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,137 F2 · shares: Forfeiture of shares to satisfy tax obligations related to performance stock units that were granted to the Reporting Person on February 27, 2014 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:18 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GrantCommon Stock | 10,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010592 · doc1.xml · nonDerivative · entry 1 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,369 F1 · kind: Settlement of performance stock units that were granted on February 27, 2014 and vested on March 1, 2017 based upon the achievement of performance goals for the three-year performance period ending December 31, 2016. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 23:04 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GrantRestricted Stock Units · Derivative | 14,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-005171 · doc1.xml · derivative · entry 1 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,967 Underlying: Common Stock · 14,967 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F2 · derivative.exercise_date: The vesting of these restricted stock units, which were granted to the Reporting Person on March 28, 2016, was subject to achievement of performance goals for the 2016 performance period to comply with Internal Revenue Code Section 162(m), as well as continued service through the applicable vesting date. On February 6, 2017, the Compensation Committee of the Issuer's Board of Directors certified that the applicable performance goals had been achieved. As a result, the restricted stock units only remain subject to continued service through the applicable vesting date and vest in approximately equal installments on March 1, 2017, March 1, 2018 and March 1, 2019. Vested shares will be delivered to the Reporting Person upon vest. F2 · derivative.expiration_date: The vesting of these restricted stock units, which were granted to the Reporting Person on March 28, 2016, was subject to achievement of performance goals for the 2016 performance period to comply with Internal Revenue Code Section 162(m), as well as continued service through the applicable vesting date. On February 6, 2017, the Compensation Committee of the Issuer's Board of Directors certified that the applicable performance goals had been achieved. As a result, the restricted stock units only remain subject to continued service through the applicable vesting date and vest in approximately equal installments on March 1, 2017, March 1, 2018 and March 1, 2019. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:17 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 3,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-078931 · doc1.xml · derivative · entry 3 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,601 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F4 · derivative.exercise_date: The restricted stock units vested in approximately equal installments on September 1, 2015 and September 1, 2016. Vested shares are delivered to the Reporting Person upon vest. F4 · derivative.expiration_date: The restricted stock units vested in approximately equal installments on September 1, 2015 and September 1, 2016. Vested shares are delivered to the Reporting Person upon vest. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:17 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 1,511 | $112.70 | $170,289.70 |
DisclosureSEC source: 0001140361-16-078931 · doc1.xml · nonDerivative · entry 2 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,282 F2 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on September 2, 2014 and vested on September 1, 2016. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:17 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 3,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-078931 · doc1.xml · nonDerivative · entry 1 Burdick Kenneth A · CIK 0001498992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,793 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: Vesting of restricted stock units granted to the Reporting Person on September 2, 2014. 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.