Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Claritev CorpCTEV · Entity 5238 | EVP&CFO | September 21, 2026 | September 22, 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.
Claritev Corp
Report date September 21, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 185,416 |
Ending reported balance
After 2026-09-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-21 · Sale · Disposed 7,877 · Balance 186,564 F1: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2026. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.9900 to $30.9800, inclusive. The reporting person undertakes to provide Claritev Corporation, any security holder of Claritev Corporation, 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 to this Form 4. Row 2 · 2026-09-21 · Sale · Disposed 1,148 · Balance 185,416 F1: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2026. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.0100 to $31.5500, inclusive. The reporting person undertakes to provide Claritev Corporation, any security holder of Claritev Corporation, 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 to this Form 4. |
| Class A common stockSEC Table I · non-derivative | IndirectSpouse's Individual Retirement Account | 19,927 |
Reported balance
Holding disclosure · report date 2026-09-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 19,927 |
| Class A common stockSEC Table I · non-derivative | IndirectReporting Person's Individual Retirement Account | 45,810 |
Reported balance
Holding disclosure · report date 2026-09-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 45,810 |
| Class A common stockSEC Table I · non-derivative | IndirectDaughter's Individual Retirement Account | 336 |
Reported balance
Holding disclosure · report date 2026-09-21 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 336 |
| Class A common stockSEC Table I · non-derivative | IndirectSon's Individual Retirement Account | 345 |
Reported balance
Holding disclosure · report date 2026-09-21 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 345 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2026.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.9900 to $30.9800, inclusive. The reporting person undertakes to provide Claritev Corporation, any security holder of Claritev Corporation, 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 to this Form 4.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.0100 to $31.5500, inclusive. The reporting person undertakes to provide Claritev Corporation, any security holder of Claritev Corporation, 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 to this Form 4.
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 |
|---|---|---|---|---|---|---|
| September 21, 2026 Filed Sep 22, 2026 20:30 UTC | Claritev Corp CTEV · Entity 5238 | SaleClass A common stock | 1,148 | $31.19 | $35,810.02 |
DisclosureSEC source: 0002032799-26-000008 · wk-form4_1790109048.xml · nonDerivative · entry 2 Garis Douglas Michael · CIK 0002032799 · EVP&CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 185,416 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2026. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.0100 to $31.5500, inclusive. The reporting person undertakes to provide Claritev Corporation, any security holder of Claritev Corporation, 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 to this Form 4. Read SEC document |
| September 21, 2026 Filed Sep 22, 2026 20:30 UTC | Claritev Corp CTEV · Entity 5238 | SaleClass A common stock | 7,877 | $30.50 | $240,265.04 |
DisclosureSEC source: 0002032799-26-000008 · wk-form4_1790109048.xml · nonDerivative · entry 1 Garis Douglas Michael · CIK 0002032799 · EVP&CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 186,564 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2026. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.9900 to $30.9800, inclusive. The reporting person undertakes to provide Claritev Corporation, any security holder of Claritev Corporation, 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 to this Form 4. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 20:32 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 11,711 | $26.13 | $306,008.43 |
DisclosureSEC source: 0002032799-26-000006 · wk-form4_1786134772.xml · nonDerivative · entry 1 Garis Douglas Michael · CIK 0002032799 · EVP&CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,441 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| March 16, 2026 Filed Mar 16, 2026 16:31 UTC | Claritev Corp CTEV · Entity 5238 | PurchaseClass A common stock | 1,300 | $17.69 | $22,997.00 |
DisclosureSEC source: 0002032799-26-000004 · wk-form4_1773678659.xml · nonDerivative · entry 1 Garis Douglas Michael · CIK 0002032799 · EVP&CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,152 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:02 UTC | Claritev Corp CTEV · Entity 5238 | Disposition to issuerCash Settled Restricted Stock Units · Derivative | 25,488 | $0.00 | $0.00 |
DisclosureSEC source: 0002032799-26-000002 · wk-form4_1772578948.xml · derivative · entry 7 Garis Douglas Michael · CIK 0002032799 · EVP&CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,488 Underlying: Class A common stock · 25,488 shares Expires not disclosed F3 · derivative.exercise_price: Represents the cash settlement of cash settled restricted stock units ("cRSUs") granted on March 1, 2025 as a result of the vesting of 50% of such cRSUs on March 1, 2026. F3 · derivative.exercise_date: Represents the cash settlement of cash settled restricted stock units ("cRSUs") granted on March 1, 2025 as a result of the vesting of 50% of such cRSUs on March 1, 2026. F3 · derivative.expiration_date: Represents the cash settlement of cash settled restricted stock units ("cRSUs") granted on March 1, 2025 as a result of the vesting of 50% of such cRSUs on March 1, 2026. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:02 UTC | Claritev Corp CTEV · Entity 5238 | GrantClass A common stock | 66,322 | $0.00 | $0.00 |
DisclosureSEC source: 0002032799-26-000002 · wk-form4_1772578948.xml · nonDerivative · entry 2 Garis Douglas Michael · CIK 0002032799 · EVP&CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,852 F2 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2027, 2028, 2029, and 2030. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:02 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 5,331 | $13.47 | $71,808.57 |
DisclosureSEC source: 0002032799-26-000002 · wk-form4_1772578948.xml · nonDerivative · entry 1 Garis Douglas Michael · CIK 0002032799 · EVP&CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,530 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2025. Read SEC document |
| May 19, 2025 Filed May 20, 2025 20:23 UTC | Claritev Corp CTEV · Entity 5238 | PurchaseClass A common stock | 3,600 | $27.73 | $99,828.00 |
DisclosureSEC source: 0001793229-25-000121 · wk-form4_1747772627.xml · nonDerivative · entry 1 Garis Douglas Michael · CIK 0002032799 · EVP&CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,861 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $27.56 to $27.98, inclusive. The reporting person undertakes to provide Claritev Corporation, any security holder of Claritev Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| May 12, 2025 Filed May 13, 2025 20:23 UTC | Claritev Corp CTEV · Entity 5238 | PurchaseClass A common stock | 11,689 | $21.95 | $256,573.55 |
DisclosureSEC source: 0001793229-25-000116 · wk-form4_1747167826.xml · nonDerivative · entry 2 Garis Douglas Michael · CIK 0002032799 · EVP&CFO 10b5-1 filing: No plan indicated Ownership: Indirect · Spouse's Individual Retirement Account Disclosed balance after: 19,927 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $21.69 to $22.15, inclusive. The reporting person undertakes to provide Claritev Corporation, any security holder of Claritev Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form-4. Read SEC document |
| May 12, 2025 Filed May 13, 2025 20:23 UTC | Claritev Corp CTEV · Entity 5238 | PurchaseClass A common stock | 17,060 | $22.02 | $375,661.20 |
DisclosureSEC source: 0001793229-25-000116 · wk-form4_1747167826.xml · nonDerivative · entry 1 Garis Douglas Michael · CIK 0002032799 · EVP&CFO 10b5-1 filing: No plan indicated Ownership: Indirect · Reporting Person's Individual Retirement Account Disclosed balance after: 45,810 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $21.71 to $22.26, inclusive. The reporting person undertakes to provide Claritev Corporation, any security holder of Claritev Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form-4. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:42 UTC | Claritev Corp CTEV · Entity 5238 | PurchaseClass A common stock | 336 | $20.80 | $6,988.80 |
DisclosureSEC source: 0001793229-25-000064 · wk-form4_1741639317.xml · nonDerivative · entry 3 Garis Douglas Michael · CIK 0002032799 · EVP&CFO 10b5-1 filing: No plan indicated Ownership: Indirect · Daughter's Individual Retirement Account Disclosed balance after: 336 Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:42 UTC | Claritev Corp CTEV · Entity 5238 | PurchaseClass A common stock | 345 | $21.08 | $7,272.60 |
DisclosureSEC source: 0001793229-25-000064 · wk-form4_1741639317.xml · nonDerivative · entry 2 Garis Douglas Michael · CIK 0002032799 · EVP&CFO 10b5-1 filing: No plan indicated Ownership: Indirect · Son's Individual Retirement Account Disclosed balance after: 345 Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:42 UTC | Claritev Corp CTEV · Entity 5238 | PurchaseClass A common stock | 8,238 | $19.62 | $161,629.56 |
DisclosureSEC source: 0001793229-25-000064 · wk-form4_1741639317.xml · nonDerivative · entry 1 Garis Douglas Michael · CIK 0002032799 · EVP&CFO 10b5-1 filing: No plan indicated Ownership: Indirect · Spouse's Individual Retirement Account Disclosed balance after: 8,238 Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 02:28 UTC | Claritev Corp CTEV · Entity 5238 | GrantCash Settled Restricted Stock Units · Derivative | 50,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-25-000044 · wk-form4_1741141722.xml · derivative · entry 2 Garis Douglas Michael · CIK 0002032799 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,976 Underlying: Class A common stock · 50,976 shares Expires not disclosed F2 · derivative.exercise_price: Represents cash settled restricted stock units (cRSUs) vesting 50%/year on March 1, 2026 and 2027. Each cRSU is the economic equivalent of a share of Class A common stock (the Common Stock) of Claritev Corp. (the Company) and will be settled in cash based on the fair market value (FMV) per share of the Common Stock at settlement, subject to a cap of 4x the FMV of a share of Common Stock on the grant date (the cap) if settled prior to a change in control (CiC) of the Company (as defined in the award agreement). If settled at the cap, the Reporting Person will become entitled to receive a payment per cRSU equal to the lesser of, if positive, (i) the price per share received by the Company's stockholders in the CiC and (ii) the FMV of a share of Common Stock at the original settlement date, less the cap, if a CiC occurs on or prior to the 5th anniversary following the grant date. Any such excess will be paid on the earlier of the 5th anniversary of the grant date and certain CiCs. F2 · derivative.exercise_date: Represents cash settled restricted stock units (cRSUs) vesting 50%/year on March 1, 2026 and 2027. Each cRSU is the economic equivalent of a share of Class A common stock (the Common Stock) of Claritev Corp. (the Company) and will be settled in cash based on the fair market value (FMV) per share of the Common Stock at settlement, subject to a cap of 4x the FMV of a share of Common Stock on the grant date (the cap) if settled prior to a change in control (CiC) of the Company (as defined in the award agreement). If settled at the cap, the Reporting Person will become entitled to receive a payment per cRSU equal to the lesser of, if positive, (i) the price per share received by the Company's stockholders in the CiC and (ii) the FMV of a share of Common Stock at the original settlement date, less the cap, if a CiC occurs on or prior to the 5th anniversary following the grant date. Any such excess will be paid on the earlier of the 5th anniversary of the grant date and certain CiCs. F2 · derivative.expiration_date: Represents cash settled restricted stock units (cRSUs) vesting 50%/year on March 1, 2026 and 2027. Each cRSU is the economic equivalent of a share of Class A common stock (the Common Stock) of Claritev Corp. (the Company) and will be settled in cash based on the fair market value (FMV) per share of the Common Stock at settlement, subject to a cap of 4x the FMV of a share of Common Stock on the grant date (the cap) if settled prior to a change in control (CiC) of the Company (as defined in the award agreement). If settled at the cap, the Reporting Person will become entitled to receive a payment per cRSU equal to the lesser of, if positive, (i) the price per share received by the Company's stockholders in the CiC and (ii) the FMV of a share of Common Stock at the original settlement date, less the cap, if a CiC occurs on or prior to the 5th anniversary following the grant date. Any such excess will be paid on the earlier of the 5th anniversary of the grant date and certain CiCs. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 02:28 UTC | Claritev Corp CTEV · Entity 5238 | GrantClass A common stock | 50,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-25-000044 · wk-form4_1741141722.xml · nonDerivative · entry 1 Garis Douglas Michael · CIK 0002032799 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,011 F1 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2026, 2027, 2028, and 2029. Read SEC document |
| August 06, 2024 Filed Aug 7, 2024 21:29 UTC | Claritev Corp MPLN · Entity 5238 | PurchaseClass A common stock | 150,000 | $0.31 | $46,455.00 |
DisclosureSEC source: 0001793229-24-000124 · wk-form4_1723066187.xml · nonDerivative · entry 3 Garis Douglas Michael · CIK 0002032799 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,721,428 Read SEC document |
| August 06, 2024 Filed Aug 7, 2024 21:29 UTC | Claritev Corp MPLN · Entity 5238 | PurchaseClass A common stock | 1,000,000 | $0.30 | $299,300.00 |
DisclosureSEC source: 0001793229-24-000124 · wk-form4_1723066187.xml · nonDerivative · entry 2 Garis Douglas Michael · CIK 0002032799 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,571,428 Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 21:29 UTC | Claritev Corp MPLN · Entity 5238 | GrantStock Option · Derivative | 4,901,960 | $0.00 Strike: $0.28 | $0.00 |
DisclosureSEC source: 0001793229-24-000124 · wk-form4_1723066187.xml · derivative · entry 4 Garis Douglas Michael · CIK 0002032799 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,901,960 Underlying: Class A common stock · 4,901,960 shares Expires 2034-08-05 F2 · derivative.exercise_date: The stock options will vest, and become exercisable, in substantially equal annual installments on August 5, 2026, 2027, and 2028. Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 21:29 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 3,571,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-24-000124 · wk-form4_1723066187.xml · nonDerivative · entry 1 Garis Douglas Michael · CIK 0002032799 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,571,428 F1 · kind: Represents a grant of time-based restricted stock units which shall vest, in substantially equal annual installments on August 5, 2026, 2027, and 2028. 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.