Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acadia Healthcare Company, Inc.ACHC · Entity 4312 | EVP, CLAO and Secretary | July 26, 2026 | July 27, 2026 |
| GoHealth, Inc.GOCO · Entity 22896 | Chief Legal Officer | July 15, 2023 | July 17, 2023 |
| Veradigm Inc.MDRX · Entity 13670 | EVP and CAO | April 09, 2020 | April 10, 2020 |
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.
Acadia Healthcare Company, Inc.
Report date July 26, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 135,982 |
Reported balance
After 2026-07-26 transaction · row 1
1 source rowRow 1 · 2026-07-26 · Tax withholding · Disposed 1,770 · Balance 135,982 |
GoHealth, Inc.
Report date July 15, 2023 · Filed July 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 171,773 |
Reported balance
After 2023-07-15 transaction · row 1
1 source rowRow 1 · 2023-07-15 · Tax withholding · Disposed 226 · Balance 171,773 F1: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 793 restricted stock units granted to the reporting person on July 15, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 793 restricted stock units granted to the reporting person on July 15, 2020.
Veradigm Inc.
Report date April 09, 2020 · Filed April 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 356,572 |
Reported balance
After 2020-04-09 transaction · row 1
1 source rowRow 1 · 2020-04-09 · Sale · Disposed 24,000 · Balance 356,572 F1: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2019, but amended on March 9, 2020. F2: These transactions were executed in multiple trades at prices ranging from $6.80 to $7.105. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2019, but amended on March 9, 2020.
F2: These transactions were executed in multiple trades at prices ranging from $6.80 to $7.105. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.
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 |
|---|---|---|---|---|---|---|
| July 26, 2026 Filed Jul 27, 2026 21:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 1,770 | $34.51 | $61,082.70 |
DisclosureSEC source: 0001193125-26-318240 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP, CLAO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,982 Read SEC document |
| June 26, 2026 Filed Jun 26, 2026 21:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 1,370 | $26.24 | $35,948.80 |
DisclosureSEC source: 0001193125-26-285667 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP, CLAO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,752 Read SEC document |
| May 05, 2026 Filed May 6, 2026 21:26 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 5,063 | $27.69 | $140,194.47 |
DisclosureSEC source: 0001193125-26-209423 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP, CLAO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,122 Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 21:58 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 37,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-198070 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP, CLAO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,185 F1 · shares: Shares will vest over a 3-year period in equal yearly installments beginning April 10, 2027. Read SEC document |
| April 10, 2026 Filed Apr 13, 2026 21:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 37,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-153039 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,675 F1 · shares: Shares will vest over a 3-year period in equal yearly installments beginning April 10, 2027. Read SEC document |
| February 27, 2026 Filed Feb 27, 2026 22:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 1,915 | $22.29 | $42,685.35 |
DisclosureSEC source: 0001193125-26-083110 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,165 Read SEC document |
| July 26, 2025 Filed Jul 29, 2025 21:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 1,095 | $22.26 | $24,374.70 |
DisclosureSEC source: 0000950170-25-099721 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,080 Read SEC document |
| June 26, 2025 Filed Jun 27, 2025 21:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 847 | $20.94 | $17,736.18 |
DisclosureSEC source: 0000950170-25-091000 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,175 Read SEC document |
| May 05, 2025 Filed May 7, 2025 21:57 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 38,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-066037 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,022 F1 · shares: Shares will vest over a 3-year period in equal yearly installments beginning May 5, 2026. Read SEC document |
| February 27, 2025 Filed Feb 28, 2025 22:56 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,530 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-030197 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,416 F1 · shares: Shares earned based on 2024 performance under performance vesting restricted stock units awarded on July 26, 2023. The shares will not be issued until the end of the three-year period under the restricted stock unit award. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 1,239 | $65.06 | $80,609.34 |
DisclosureSEC source: 0000950170-24-087346 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,886 Read SEC document |
| June 26, 2024 Filed Jun 28, 2024 21:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 10,445 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-079131 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP , GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,125 F1 · shares: Shares will vest over a 3-year period in equal yearly installments beginning June 26, 2025. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 23:19 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 4,680 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-024130 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP , GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,680 F1 · shares: Shares earned based on 2023 performance under performance vesting restricted stock units awarded on July 26, 2023. The shares will not be issued until the end of the three-year period under the restricted stock unit award. Read SEC document |
| July 26, 2023 Filed Jul 27, 2023 21:09 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-035220 · ownership.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP , GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,000 F1 · shares: Shares will vest over a 4-year period in equal yearly installments beginning July 26, 2024. Read SEC document |
| July 15, 2023 Filed Jul 17, 2023 20:37 UTC | GoHealth, Inc. GOCO · Entity 22896 | Tax withholdingClass A Common Stock | 226 | $17.50 | $3,955.00 |
DisclosureSEC source: 0001808220-23-000083 · wk-form4_1689626217.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,773 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 793 restricted stock units granted to the reporting person on July 15, 2020. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 20:32 UTC | GoHealth, Inc. GOCO · Entity 22896 | Tax withholdingClass A Common Stock | 3,254 | $9.36 | $30,457.44 |
DisclosureSEC source: 0001808220-23-000049 · wf-form4_168262751089587.xml · nonDerivative · entry 2 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,999 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 11,111 restricted stock units granted to the reporting person on June 22, 2022. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 20:32 UTC | GoHealth, Inc. GOCO · Entity 22896 | Tax withholdingClass A Common Stock | 6,011 | $9.36 | $56,262.96 |
DisclosureSEC source: 0001808220-23-000049 · wf-form4_168262751089587.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,253 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 21,164 restricted stock units granted to the reporting person on April 25, 2022. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 20:30 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantClass A Common Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001808220-23-000042 · wf-form4_168133143285916.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,264 F1 · shares: Represents a grant of restricted stock units which vest in two equal annual installments, with the first such annual installment vesting on April 10, 2024. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:02 UTC | GoHealth, Inc. GOCO · Entity 22896 | Tax withholdingClass A Common Stock | 1,234 | $16.81 | $20,743.54 |
DisclosureSEC source: 0001808220-23-000025 · wf-form4_167641212281993.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,264 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 3,563 restricted stock units granted to the reporting person on February 11, 2021. F2 · balance_after: Reflects the amount of shares beneficially held following a 1-for-15 reverse stock split effected by the Issuer on November 17, 2022, which was exempt from reporting pursuant to Rule 16a-19. Read SEC document |
| July 18, 2022 Filed Jul 20, 2022 20:48 UTC | GoHealth, Inc. GOCO · Entity 22896 | Tax withholdingClass A Common Stock | 4,064 | $0.52 | $2,113.28 |
DisclosureSEC source: 0001808220-22-000083 · wf-form4_165835006356841.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,612,483 F1 · shares: Shares sold to cover tax liability upon vesting of the restricted stock units granted on July 15, 2020. Read SEC document |
| June 22, 2022 Filed Jun 23, 2022 21:15 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantClass A Common Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001808220-22-000079 · wf-form4_165601893834065.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,616,547 F1 · shares: Represents a grant of restricted stock units which vest in three equal annual installments, with the first such annual installment vesting on April 25, 2023. Read SEC document |
| April 25, 2022 Filed Apr 27, 2022 21:20 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantStock Option · Derivative | 272,109 | $0.00 Strike: $1.05 | $0.00 |
DisclosureSEC source: 0001808220-22-000036 · wf-form4_165109440054496.xml · derivative · entry 5 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,109 Underlying: Class A Common Stock · 272,109 shares Expires 2030-07-14 F3 · price: In accordance with the terms of the GoHealth, Inc. 2020 Incentive Award Plan, the Board of Directors of GoHealth, Inc. approved a stock option repricing pursuant to which option awards were amended to reduce the exercise price to $1.05 per share. F4 · derivative.exercise_date: The stock option vests in four equal annual installments, with the first such annual installment vesting on July 15, 2021. Read SEC document |
| April 25, 2022 Filed Apr 27, 2022 21:20 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantStock Option · Derivative | 70,547 | $0.00 Strike: $1.05 | $0.00 |
DisclosureSEC source: 0001808220-22-000036 · wf-form4_165109440054496.xml · derivative · entry 4 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,547 Underlying: Class A Common Stock · 70,547 shares Expires 2031-02-11 F3 · price: In accordance with the terms of the GoHealth, Inc. 2020 Incentive Award Plan, the Board of Directors of GoHealth, Inc. approved a stock option repricing pursuant to which option awards were amended to reduce the exercise price to $1.05 per share. F2 · derivative.exercise_date: The stock option vests in three equal annual installments, with the first such annual installment vesting on February 11, 2022. Read SEC document |
| April 25, 2022 Filed Apr 27, 2022 21:20 UTC | GoHealth, Inc. GOCO · Entity 22896 | Disposition to issuerStock Option · Derivative | 272,109 | $0.00 Strike: $21.00 | $0.00 |
DisclosureSEC source: 0001808220-22-000036 · wf-form4_165109440054496.xml · derivative · entry 3 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 272,109 shares Expires 2030-07-14 F3 · price: In accordance with the terms of the GoHealth, Inc. 2020 Incentive Award Plan, the Board of Directors of GoHealth, Inc. approved a stock option repricing pursuant to which option awards were amended to reduce the exercise price to $1.05 per share. F4 · derivative.exercise_date: The stock option vests in four equal annual installments, with the first such annual installment vesting on July 15, 2021. Read SEC document |
| April 25, 2022 Filed Apr 27, 2022 21:20 UTC | GoHealth, Inc. GOCO · Entity 22896 | Disposition to issuerStock Option · Derivative | 70,547 | $0.00 Strike: $14.81 | $0.00 |
DisclosureSEC source: 0001808220-22-000036 · wf-form4_165109440054496.xml · derivative · entry 2 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 70,547 shares Expires 2031-02-11 F3 · price: In accordance with the terms of the GoHealth, Inc. 2020 Incentive Award Plan, the Board of Directors of GoHealth, Inc. approved a stock option repricing pursuant to which option awards were amended to reduce the exercise price to $1.05 per share. F2 · derivative.exercise_date: The stock option vests in three equal annual installments, with the first such annual installment vesting on February 11, 2022. Read SEC document |
| April 25, 2022 Filed Apr 27, 2022 21:20 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantClass A Common Stock | 952,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001808220-22-000036 · wf-form4_165109440054496.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,116,547 F1 · shares: Represents a grant of restricted stock units which vest in three equal annual installments, with the first such annual installment vesting on April 25, 2023. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:51 UTC | GoHealth, Inc. GOCO · Entity 22896 | Tax withholdingClass A Common Stock | 18,496 | $1.88 | $34,772.48 |
DisclosureSEC source: 0001808220-22-000011 · wf-form4_164496907272593.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,167 F1 · shares: Shares withheld for payment of tax liability upon vesting of the restricted stock units granted on February 11, 2021. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:30 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantStock Option · Derivative | 70,547 | $0.00 Strike: $14.81 | $0.00 |
DisclosureSEC source: 0000899243-21-006655 · doc4.xml · derivative · entry 2 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,547 Underlying: Class A Common Stock · 70,547 shares Expires not disclosed F2 · derivative.exercise_date: The stock option vests in three equal annual installments beginning on February 11, 2022. F2 · derivative.expiration_date: The stock option vests in three equal annual installments beginning on February 11, 2022. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:30 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantClass A Common Stock | 135,043 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006655 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,663 F1 · shares: Reflects restricted stock units ("RSUs") subject to certain vesting conditions, as described in the award agreements applicable to such RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock and has no expiration date. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:31 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantStock Option · Derivative | 272,109 | Not disclosed Strike: $21.00 | Not disclosed |
DisclosureSEC source: 0000899243-20-019531 · doc4.xml · derivative · entry 2 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,109 Underlying: Common Stock · 272,109 shares Expires not disclosed F2 · price: The stock option vests in four equal annual installments, with the first such annual installment vesting on July 15, 2021. F2 · derivative.exercise_date: The stock option vests in four equal annual installments, with the first such annual installment vesting on July 15, 2021. F2 · derivative.expiration_date: The stock option vests in four equal annual installments, with the first such annual installment vesting on July 15, 2021. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:31 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantClass A Common Stock | 47,620 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-019531 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,620 F1 · shares: Represents a grant of restricted stock units which vest as to 25% on the two year anniversary of the grant date, as to 25% on the three year anniversary of the grant date and as to the remainder of the shares on the four year anniversary of the grant date. Read SEC document |
| April 09, 2020 Filed Apr 10, 2020 20:30 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 24,000 | $7.01 | $168,304.80 |
DisclosureSEC source: 0001209191-20-024141 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,572 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2019, but amended on March 9, 2020. F2 · price: These transactions were executed in multiple trades at prices ranging from $6.80 to $7.105. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 20:40 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 6,549 | $7.64 | $50,034.36 |
DisclosureSEC source: 0001209191-20-017291 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,572 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on March 6, 2020. Read SEC document |
| February 28, 2020 Filed Feb 28, 2020 22:15 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 9,110 | $7.54 | $68,689.40 |
DisclosureSEC source: 0001209191-20-014023 · doc4.xml · nonDerivative · entry 3 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,121 F3 · shares: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on February 28, 2020. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 22:15 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 7,365 | $7.91 | $58,257.15 |
DisclosureSEC source: 0001209191-20-014023 · doc4.xml · nonDerivative · entry 2 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,231 F2 · shares: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on February 27, 2020. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:15 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 61,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014023 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,596 F1 · shares: Award of service-based Restricted Stock Units granted under the Allscripts Healthcare Solutions, Inc. 2019 Stock Incentive Plan on February 26, 2020 (the "Grant Date"). The award vests 33% per year on each of the first three anniversaries of the Grant Date. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 21:48 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 6,549 | $10.28 | $67,323.72 |
DisclosureSEC source: 0001209191-19-017791 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,545 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2019. Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 01:06 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 32,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016037 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,094 F1 · kind: Award of service-based Restricted Stock Units granted under the Allscripts Healthcare Solutions, Inc. 2011 Stock Incentive Plan on February 28, 2019 (the "Grant Date"). The award vests 100% on the second anniversary of the Grant Date. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:44 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 93,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015674 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,444 F1 · kind: Award of service-based Restricted Stock Units granted under the Allscripts Healthcare Solutions, Inc. 2011 Stock Incentive Plan on February 28, 2019 (the "Grant Date"). The award vests 33% per year on each of the first three anniversaries of the Grant Date. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 21:50 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 7,016 | $10.82 | $75,913.12 |
DisclosureSEC source: 0001209191-19-014547 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,160 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on February 27, 2019. Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 22:09 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 5,497 | $10.60 | $58,268.20 |
DisclosureSEC source: 0001209191-19-013616 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,176 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on February 24, 2019. Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 23:34 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 6,000 | $12.00 | $72,000.00 |
DisclosureSEC source: 0001209191-19-004829 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,673 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2018. Read SEC document |
| September 14, 2018 Filed Sep 17, 2018 20:33 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 5,000 | $14.67 | $73,349.00 |
DisclosureSEC source: 0001209191-18-051202 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,673 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2018. F2 · kind: These transactions were executed in multiple trades at prices ranging from $14.52 to $14.75. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 00:45 UTC Amendment | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 6,000 | $14.67 | $88,018.80 |
DisclosureSEC source: 0001209191-18-051318 · doc4a.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,673 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2018. F2 · kind: These transactions were executed in multiple trades at prices ranging from $14.52 to $14.75. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 20:33 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 5,000 | $12.23 | $61,129.00 |
DisclosureSEC source: 0001209191-18-038327 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,673 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 24, 2017. F2 · kind: These transactions were executed in multiple trades at prices ranging from $12.05 to $12.32. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 20:40 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 6,737 | $13.17 | $88,726.29 |
DisclosureSEC source: 0001209191-18-020889 · doc4.xml · nonDerivative · entry 2 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,673 F2 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 16, 2018. Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 20:40 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 18,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020889 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,410 F1 · kind: On March 6, 2015 (the "Grant Date"), the reporting person was granted performance-based restricted stock units ("PSUs"), the vesting of which was subject to both continued service and a performance measure of a combination of 50% non-GAAP adjusted EBITDA and 50% non-GAAP revenue targets being attained for each of the three annual periods commencing on the Grant Date. The acquisition of shares of the Issuer's common stock represents the vesting of PSUs for the performance period ending three years from the Grant Date. Read SEC document |
| March 14, 2018 Filed Mar 15, 2018 22:21 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 5,000 | $13.73 | $68,628.50 |
DisclosureSEC source: 0001209191-18-019940 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,672 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 24, 2017. F2 · kind: These transactions were executed in multiple trades at prices ranging from $13.67 to $13.79. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 21:41 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 6,549 | $14.31 | $93,716.19 |
DisclosureSEC source: 0001209191-18-018068 · doc4.xml · nonDerivative · entry 4 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,672 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2018. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 21:41 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 5,123 | $14.31 | $73,310.13 |
DisclosureSEC source: 0001209191-18-018068 · doc4.xml · nonDerivative · entry 3 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,221 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2018. 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.