Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hepion Pharmaceuticals, Inc.HEPA · Entity 8208 | Director | August 19, 2026 | September 10, 2026 |
| International Money Express, Inc.IMXI · Entity 5575 | Director | October 01, 2026 | October 03, 2026 |
| Patriot National, Inc.PN · Entity 173181 | Director | January 01, 2017 | January 25, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Hepion Pharmaceuticals, Inc.
Report date August 19, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.08 · Expires 2036-08-19 | Direct | 299,000 |
Reported balance
After 2026-08-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-19 · Grant · Acquired 299,000 · Balance 299,000 |
International Money Express, Inc.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 99,918 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 1,360 · Balance 99,918 F1: The reported transaction is an award of restricted stock, subject to the reporting person's continued service as a director of the issuer. This restricted stock will vest on 12/31/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction is an award of restricted stock, subject to the reporting person's continued service as a director of the issuer. This restricted stock will vest on 12/31/2026.
Patriot National, Inc.
Report date January 01, 2017 · Filed January 25, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,731 |
Reported balance
After 2017-01-01 transaction · row 1
1 source rowRow 1 · 2017-01-01 · Grant · Acquired 24,731 · Balance 24,731 F1: Award of restricted stock that vests in full on April 1, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock that vests in full on April 1, 2017.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Tabula Rasa HealthCare, Inc.
Report date November 03, 2023 · Filed November 15, 2023
Section 16 reporting ended · disclosed 2023-11-15. 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 |
Ending reported balance
After 2023-11-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-11-03 · Disposition to issuer · Disposed 88,514 · Balance 50,808 F1: Upon the consummation of the merger (the "Merger") contemplated by that certain Agreement and Plan of Merger, by and among Tabula Rasa HealthCare, Inc. (the "Company"), Locke Buyer, LLC and Locke Merger Sub, Inc., dated August 5, 2023 (the "Merger Agreement"), 88,514 shares of common stock of the Company ("Common Stock") were converted into the right to receive a cash payment of $929,397, representing the product obtained by multiplying (x) the number of shares of Common Stock owned by the reporting person, by (y) the offer price ($10.50). Row 2 · 2023-11-03 · Disposition to issuer · Disposed 50,808 · Balance 0 F2: Upon the consummation of the Merger, pursuant to the Merger Agreement, 50,808 unvested restricted stock awards ("RSAs") were cancelled and converted into the right to receive a cash payment of $533,484, representing the product obtained by multiplying (x) the aggregate number of shares of Common Stock underlying the RSAs, by (y) the offer price ($10.50). |
Filing footnotes · ownership attribution and instrument terms
F1: Upon the consummation of the merger (the "Merger") contemplated by that certain Agreement and Plan of Merger, by and among Tabula Rasa HealthCare, Inc. (the "Company"), Locke Buyer, LLC and Locke Merger Sub, Inc., dated August 5, 2023 (the "Merger Agreement"), 88,514 shares of common stock of the Company ("Common Stock") were converted into the right to receive a cash payment of $929,397, representing the product obtained by multiplying (x) the number of shares of Common Stock owned by the reporting person, by (y) the offer price ($10.50).
F2: Upon the consummation of the Merger, pursuant to the Merger Agreement, 50,808 unvested restricted stock awards ("RSAs") were cancelled and converted into the right to receive a cash payment of $533,484, representing the product obtained by multiplying (x) the aggregate number of shares of Common Stock underlying the RSAs, by (y) the offer price ($10.50).
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 |
|---|---|---|---|---|---|---|
| November 09, 2020 Filed Nov 12, 2020 23:25 UTC | Tabula Rasa HealthCare, Inc. TRHC · Entity 108300 | GrantCommon Stock | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-011077 · edgar.xml · nonDerivative · entry 1 Purcell Michael J. · CIK 0001694934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,260 F1 · kind: In connection with a reduction to non-employee director fees approved by the Board of Directors (the "Board") of Tabula Rasa HealthCare Inc. (the "Company"), on November 9, 2020, the Board granted Mr. Purcell a stock award of 628 shares of the Company's common stock. Read SEC document |
| October 29, 2020 Filed Nov 3, 2020 01:07 UTC | International Money Express, Inc. IMXI · Entity 5575 | GrantCommon Stock | 1,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056473 · doc4.xml · nonDerivative · entry 1 Purcell Michael J. · CIK 0001694934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,824 F1 · kind: The reported transaction is an award of restricted stock units, subject to the reporting person's continued service as a director of the issuer. Theses restricted stock units will vest on June 26, 2021 and be settled in shares of common stock. F1 · shares: The reported transaction is an award of restricted stock units, subject to the reporting person's continued service as a director of the issuer. Theses restricted stock units will vest on June 26, 2021 and be settled in shares of common stock. F2 · balance_after: This amount includes 7,144 shares deliverable upon vesting and settlement of restricted stock units. Read SEC document |
| June 26, 2020 Filed Jun 30, 2020 22:39 UTC | International Money Express, Inc. IMXI · Entity 5575 | GrantCommon Stock | 5,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039531 · doc4.xml · nonDerivative · entry 1 Purcell Michael J. · CIK 0001694934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,303 F1 · kind: The reported transaction is an award of restricted stock units, subject to the reporting person's continued service as a director of the issuer. Theses restricted stock units will vest on June 26, 2021 and be settled in shares of common stock within 30 days thereof. F2 · balance_after: This amount includes 5,623 shares deliverable upon vesting and settlement of restricted stock units. Read SEC document |
| June 12, 2020 Filed Jun 16, 2020 21:18 UTC | Tabula Rasa HealthCare, Inc. TRHC · Entity 108300 | GrantCommon Stock | 2,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-007424 · edgar.xml · nonDerivative · entry 1 Purcell Michael J. · CIK 0001694934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,632 F1 · shares: Mr. Purcell received a restricted stock award of 2,846 shares of the Company's common stock on June 12, 2020. Such common stock will vest in full on the one-year anniversary of the grant date. Read SEC document |
| November 06, 2019 Filed Nov 8, 2019 22:03 UTC | International Money Express, Inc. IMXI · Entity 5575 | GrantCommon Stock | 4,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-19-020201 · form4.xml · nonDerivative · entry 1 Purcell Michael J. · CIK 0001694934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,680 F1 · kind: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued service as a director of the issuer, these restricted stock units will vest on June 26, 2020 and be settled in shares of common stock within 30 days thereafter. F2 · shares: This amount consists of 4,617 shares deliverable upon vesting and settlement of restricted stock units. Read SEC document |
| June 14, 2019 Filed Jun 18, 2019 20:50 UTC | Tabula Rasa HealthCare, Inc. TRHC · Entity 108300 | GrantCommon Stock | 3,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-007838 · edgar.xml · nonDerivative · entry 1 Purcell Michael J. · CIK 0001694934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,786 F1 · shares: Mr. Purcell received a restricted stock award of 3,366 shares of the Company's common stock on June 14, 2019. Such common stock will vest in full on the one-year anniversary of the grant date. Read SEC document |
| July 26, 2018 Filed Jul 31, 2018 01:08 UTC | International Money Express, Inc. IMXI · Entity 5575 | GrantCommon Stock | 7,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-034332 · doc1.xml · nonDerivative · entry 1 Purcell Michael J. · CIK 0001694934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,063 F1 · kind: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued service as a director of the issuer, these restricted stock units will vest on July 26, 2019 and be settled in shares of common stock within 30 days thereafter. F2 · balance_after: This amount consists of 7,063 shares deliverable upon vesting and settlement of restricted stock units. Read SEC document |
| July 18, 2018 Filed Jul 20, 2018 20:24 UTC | Tabula Rasa HealthCare, Inc. TRHC · Entity 108300 | GrantCommon Stock | 1,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-009861 · edgar.xml · nonDerivative · entry 2 Purcell Michael J. · CIK 0001694934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,420 F2 · shares: Mr. Purcell received a restricted stock award of 1,539 shares of the Company's common stock on July 18, 2018. Such common stock will vest in full on the earlier of the next annual shareholder meeting or the one-year anniversary of the date of grant. Read SEC document |
| July 18, 2018 Filed Jul 20, 2018 20:24 UTC | Tabula Rasa HealthCare, Inc. TRHC · Entity 108300 | GrantCommon Stock | 5,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-009861 · edgar.xml · nonDerivative · entry 1 Purcell Michael J. · CIK 0001694934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,881 F1 · shares: Mr. Purcell received a restricted stock award of 5,881 shares of the Company's common stock on July 18, 2018. Such common stock will vest in three equal annual installments on July 18, 2019, July 18, 2020 and July 18, 2021 Read SEC document |
| July 18, 2018 Filed Aug 8, 2018 21:08 UTC Amendment | Tabula Rasa HealthCare, Inc. TRHC · Entity 108300 | GrantCommon Stock | 1,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010411 · edgar.xml · nonDerivative · entry 1 Purcell Michael J. · CIK 0001694934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,420 F1 · shares: Mr. Purcell received a restricted stock award of 1,539 shares of the Company's common stock on July 18, 2018. Previous disclosure stated such common stock will vest in full on the earlier of the next annual shareholder meeting or the one-year anniversary of the date of grant. Notwithstanding the foregoing, the common stock will vest in full on the one-year anniversary of the date of grant. Read SEC document |
| January 01, 2017 Filed Jan 25, 2017 23:59 UTC | Patriot National, Inc. PN · Entity 173181 | GrantCommon Stock | 24,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005599 · doc4.xml · nonDerivative · entry 1 Purcell Michael J. · CIK 0001694934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,731 F1 · kind: Award of restricted stock that vests in full on April 1, 2017. 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.