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 |
|---|---|---|---|---|---|---|
| March 06, 2018 Filed Mar 8, 2018 21:41 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 3,947 | $14.31 | $56,481.57 |
DisclosureSEC source: 0001209191-18-018068 · doc4.xml · nonDerivative · entry 2 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,344 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 | 2,156 | $14.31 | $30,852.36 |
DisclosureSEC source: 0001209191-18-018068 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,948 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 |
| February 27, 2018 Filed Mar 1, 2018 22:25 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 71,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-015121 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,447 F1 · kind: Award of service-based Restricted Stock Units granted under the Allscripts Healthcare Solutions, Inc. 2011 Stock Incentive Plan on February 27, 2018 (the "Grant Date"). The award vests 33% per year on each of the first three anniversaries of the Grant Date. Read SEC document |
| December 14, 2017 Filed Dec 18, 2017 21:37 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 5,000 | $14.35 | $71,726.50 |
DisclosureSEC source: 0001209191-17-066142 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,607 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 $14.26 to $14.46. 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, 2017 Filed Sep 18, 2017 20:41 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 5,000 | $13.52 | $67,606.50 |
DisclosureSEC source: 0001209191-17-053166 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · EVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,607 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 $13.50 to $13.54. 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 |
| May 28, 2017 Filed May 31, 2017 21:02 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 2,106 | $11.38 | $23,966.28 |
DisclosureSEC source: 0001209191-17-036517 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · SVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,607 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on May 28, 2017. Read SEC document |
| March 23, 2017 Filed Mar 24, 2017 21:07 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 14,148 | $11.63 | $164,541.24 |
DisclosureSEC source: 0001209191-17-022806 · doc4.xml · nonDerivative · entry 2 Farley Brian · CIK 0001576728 · SVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,713 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 14, 2016. Read SEC document |
| March 23, 2017 Filed Mar 24, 2017 21:07 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 852 | $11.65 | $9,925.80 |
DisclosureSEC source: 0001209191-17-022806 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · SVP General Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,861 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 14, 2016. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 22:58 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 3,823 | $11.93 | $45,608.39 |
DisclosureSEC source: 0001209191-17-019383 · doc4.xml · nonDerivative · entry 6 Farley Brian · CIK 0001576728 · SVP Gerneral Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,713 F2 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2017. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 22:58 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 11,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019383 · doc4.xml · nonDerivative · entry 5 Farley Brian · CIK 0001576728 · SVP Gerneral Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,536 F3 · kind: On February 25, 2014 (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 successive one-year, two-year and three-year performance periods commencing on the Grant Date. The acquisition of shares of the Issuer's common stock represents the vesting of PSUs for the three-year performance period ending three years from the Grant Date. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 22:58 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 2,054 | $11.93 | $24,504.22 |
DisclosureSEC source: 0001209191-17-019383 · doc4.xml · nonDerivative · entry 4 Farley Brian · CIK 0001576728 · SVP Gerneral Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,830 F2 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2017. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 22:58 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 4,259 | $11.93 | $50,809.87 |
DisclosureSEC source: 0001209191-17-019383 · doc4.xml · nonDerivative · entry 3 Farley Brian · CIK 0001576728 · SVP Gerneral Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,884 F2 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2017. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 22:58 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 5,438 | $11.93 | $64,875.34 |
DisclosureSEC source: 0001209191-17-019383 · doc4.xml · nonDerivative · entry 2 Farley Brian · CIK 0001576728 · SVP Gerneral Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,143 F2 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2017. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 22:58 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 67,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019383 · doc4.xml · nonDerivative · entry 1 Farley Brian · CIK 0001576728 · SVP Gerneral Counsel & Corpora 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,523 F1 · kind: Award of service-based Restricted Stock Units granted under the Allscripts Healthcare Solutions, Inc. 2011 Stock Incentive Plan on March 6, 2017 (the "Grant Date"). The award vests 33% per year on each of the first three anniversaries of the Grant Date, subject to achievement of a performance goal for the period ending December 31, 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.