Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENSIGN GROUP, INCENSG · Entity 3521 | Director | July 15, 2026 | July 17, 2026 |
| MAGELLAN HEALTH INCMGLN · Entity 131790 | Director · Chief Executive Officer | March 05, 2019 | March 06, 2019 |
| Pennant Group, Inc.PNTG · Entity 4774 | Director | July 15, 2026 | July 17, 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.
ENSIGN GROUP, INC
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,952 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 600 · Balance 21,952 F1: These shares vest in three equal annual installments beginning July 15, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares vest in three equal annual installments beginning July 15, 2027.
MAGELLAN HEALTH INC
Report date March 05, 2019 · Filed March 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.57 · Expires 2029-03-05 | Direct | 114,286 |
Reported balance
After 2019-03-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-05 · Grant · Acquired 114,286 · Balance 114,286 F2: Not applicable. F1: Options vest and become exercisable in one third increments on March 5th of each of 2020, 2021 and 2022. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 29,907 |
Reported balance
After 2019-03-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-03-05 · Grant · Acquired 29,907 · Balance 29,907 F2: Not applicable. F3: On the third anniversary of the grant date, Performance-Based Restricted Stock Units ("PSUs") vest based on achievement of total shareholder return ("TSR") performance over a three-year period beginning in 2019 and ending with 2022. Payout for vested PSUs ranges from 0% to 200% of the indicated number of shares, based on the Company's TSR percentile ranking compared to the TSR of the companies included in the selected market index. TSR is measured generally as the increase or decrease in the market value of the Company common stock with a deemed reinvestment of any dividends. If a participant terminates employment prior to the third anniversary of the grant date, the PSUs generally will be forfeited. PSUs have no voting rights and are generally non-transferable. The indicated number of PSUs assumes 100% vesting, and the actual number of shares issued in settlement of the PSUs may be greater or less than the indicated number. F4: (Continuation of Footnote 3) - Since the payout for PSUs can range from 0% to 200%, the maximum number of shares that could vest and be issued could be double the indicated number. |
Filing footnotes · ownership attribution and instrument terms
F1: Options vest and become exercisable in one third increments on March 5th of each of 2020, 2021 and 2022.
F2: Not applicable.
F3: On the third anniversary of the grant date, Performance-Based Restricted Stock Units ("PSUs") vest based on achievement of total shareholder return ("TSR") performance over a three-year period beginning in 2019 and ending with 2022. Payout for vested PSUs ranges from 0% to 200% of the indicated number of shares, based on the Company's TSR percentile ranking compared to the TSR of the companies included in the selected market index. TSR is measured generally as the increase or decrease in the market value of the Company common stock with a deemed reinvestment of any dividends. If a participant terminates employment prior to the third anniversary of the grant date, the PSUs generally will be forfeited. PSUs have no voting rights and are generally non-transferable. The indicated number of PSUs assumes 100% vesting, and the actual number of shares issued in settlement of the PSUs may be greater or less than the indicated number.
F4: (Continuation of Footnote 3) - Since the payout for PSUs can range from 0% to 200%, the maximum number of shares that could vest and be issued could be double the indicated number.
Pennant Group, Inc.
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 102,499 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 1,900 · Balance 102,499 F1: These shares vest in three annual installments beginning July 15, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares vest in three annual installments beginning July 15, 2027.
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 17, 2023 Filed Jul 19, 2023 22:38 UTC | Pennant Group, Inc. PNTG · Entity 4774 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001766400-23-000077 · wk-form4_1689806295.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,699 F1 · shares: These shares vest in three annual installments beginning July 17, 2024. Read SEC document |
| April 18, 2023 Filed Apr 19, 2023 23:14 UTC | Pennant Group, Inc. PNTG · Entity 4774 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001766400-23-000055 · wf-form4_168194606471632.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,199 F1 · shares: These shares vest in three annual installments beginning April 17, 2024. Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 22:24 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-23-000075 · wf-form4_168194305841138.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,250 F1 · shares: These shares vest in three equal annual installments beginning April 17, 2024. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 23:46 UTC | Pennant Group, Inc. PNTG · Entity 4774 | PurchaseCommon Stock | 25,536 | $15.00 | $382,988.93 |
DisclosureSEC source: 0001766400-23-000036 · wf-form4_167823276783320.xml · nonDerivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,699 F2 · price: This transaction was executed in multiple trades at prices ranging from $14.92 to $15.00. The price above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request by the commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares executed at each separate price. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 23:46 UTC | Pennant Group, Inc. PNTG · Entity 4774 | PurchaseCommon Stock | 4,464 | $14.95 | $66,723.41 |
DisclosureSEC source: 0001766400-23-000036 · wf-form4_167823276783320.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,163 F1 · price: This transaction was executed in multiple trades at prices ranging from $14.80 to $15.00. The price above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request by the commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares executed at each separate price. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 23:26 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-23-000012 · wf-form4_167417075094058.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,375 F1 · shares: These shares vest in three equal annual installments beginning January 17, 2024. Read SEC document |
| January 17, 2023 Filed Jan 20, 2023 00:05 UTC | Pennant Group, Inc. PNTG · Entity 4774 | GrantCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001766400-23-000015 · wf-form4_167417314430708.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,699 F1 · shares: These shares vest in three annual installments beginning January 17, 2024. Read SEC document |
| December 05, 2022 Filed Feb 14, 2023 22:47 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-23-000043 · wf-form5_167641478674354.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,500 Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 23:20 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-22-000134 · wf-form4_166613519261912.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,500 F1 · shares: These shares vest in three equal annual installments beginning October 17, 2023. Read SEC document |
| October 17, 2022 Filed Oct 19, 2022 22:48 UTC | Pennant Group, Inc. PNTG · Entity 4774 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001766400-22-000140 · wf-form4_166621971253157.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,199 F1 · shares: These shares vest in three annual installments beginning October 17, 2023. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 21:17 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-22-000108 · wf-form4_165826545393271.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,625 F1 · shares: These shares vest in three equal annual installments beginning July 15, 2023. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 22:54 UTC | Pennant Group, Inc. PNTG · Entity 4774 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001766400-22-000099 · wf-form4_165827126962673.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,449 F1 · shares: These shares vest in three annual installments beginning July 15, 2023. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 22:29 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-22-000068 · wf-form4_165049373968790.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,750 F1 · shares: These shares vest in three equal annual installments beginning April 18, 2023. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 23:07 UTC | Pennant Group, Inc. PNTG · Entity 4774 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001766400-22-000062 · wf-form4_165049603078325.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,699 F1 · shares: These shares vest in three annual installments beginning April 18, 2023. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 22:11 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-22-000006 · wf-form4_164271666622238.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,875 F1 · shares: These shares vest in three equal annual installments beginning January 18, 2023. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 22:03 UTC | Pennant Group, Inc. PNTG · Entity 4774 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001766400-22-000017 · wf-form4_164271616843821.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,949 F1 · shares: These shares vest in three annual installments beginning January 18, 2023. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 22:41 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-21-000148 · wf-form4_163468328329287.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 F1 · shares: These shares vest in three equal annual installments beginning October 15, 2022. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 23:30 UTC | Pennant Group, Inc. PNTG · Entity 4774 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001766400-21-000139 · wf-form4_163468621356113.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,199 F1 · shares: These shares vest in three annual installments beginning October 15, 2022. Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 23:20 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-21-000117 · wf-form4_162647763608715.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,125 F1 · shares: These shares vest in three equal annual installments beginning July 15, 2022. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 23:17 UTC | Pennant Group, Inc. PNTG · Entity 4774 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001766400-21-000098 · wf-form4_162673662709244.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,449 F1 · shares: These shares vest in three annual installments beginning July 15, 2022. Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 22:26 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-21-000064 · wf-form4_161861197554510.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,000 F1 · shares: These shares vest in three equal annual installments beginning April 15, 2022. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 22:40 UTC | Pennant Group, Inc. PNTG · Entity 4774 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001766400-21-000057 · wf-form4_161887203845366.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,699 F1 · shares: These shares vest in three annual installments beginning April 15, 2022. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 23:59 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-21-000009 · wf-form4_161118716251840.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,875 F1 · shares: These shares vest in three equal annual installments beginning January 15, 2022. Read SEC document |
| November 16, 2020 Filed Feb 13, 2021 00:13 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-21-000029 · wf-form5_161317517550918.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,750 Read SEC document |
| October 15, 2020 Filed Oct 16, 2020 22:31 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-20-000169 · wf-form4_160288747995877.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,750 F1 · shares: This restricted stock award vests in three equal annual installments beginning October 15, 2021 Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 22:28 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-20-000110 · wf-form4_159502490217188.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,625 F1 · shares: This restricted stock award vests in three equal annual installments beginning July 15, 2021 Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 22:20 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,125 | $35.47 | $39,903.75 |
DisclosureSEC source: 0001125376-20-000068 · wf-form4_158716203559420.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,500 F1 · shares: These shares vest in three equal annual installments beginning April 15, 2021. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 23:14 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,125 | $47.09 | $52,976.25 |
DisclosureSEC source: 0001125376-20-000014 · wf-form4_157930282847283.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,375 F1 · shares: These shares vest in three equal annual installments beginning January 15, 2021. Read SEC document |
| November 14, 2019 Filed Feb 14, 2020 23:16 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GiftCommon Stock | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001125376-20-000033 · wf-form5_158172218815258.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,250 Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 23:37 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,125 | $40.46 | $45,517.50 |
DisclosureSEC source: 0001125376-19-000145 · wf-form4_157135541135367.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,250 F1 · shares: These shares vest in three equal annual installments beginning October 15, 2020. Read SEC document |
| July 15, 2019 Filed Jul 17, 2019 23:58 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,125 | $57.39 | $64,563.75 |
DisclosureSEC source: 0001125376-19-000096 · wf-form4_156340790356416.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,125 F1 · shares: These shares vest in three equal annual installments beginning July 15, 2020. Read SEC document |
| April 15, 2019 Filed Apr 18, 2019 01:37 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $51.78 | $77,670.00 |
DisclosureSEC source: 0001125376-19-000054 · wf-form4_155555144826333.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 F1 · shares: These shares vest in three annual installments beginning April 15, 2020. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 16:34 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | GrantPerformance-Based Restricted Stock Units · Derivative | 29,907 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017365 · doc4.xml · derivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,907 Underlying: Common Stock · 29,907 shares Expires not disclosed F2 · derivative.exercise_price: Not applicable. F2 · price: Not applicable. F3 · derivative.expiration_date: On the third anniversary of the grant date, Performance-Based Restricted Stock Units ("PSUs") vest based on achievement of total shareholder return ("TSR") performance over a three-year period beginning in 2019 and ending with 2022. Payout for vested PSUs ranges from 0% to 200% of the indicated number of shares, based on the Company's TSR percentile ranking compared to the TSR of the companies included in the selected market index. TSR is measured generally as the increase or decrease in the market value of the Company common stock with a deemed reinvestment of any dividends. If a participant terminates employment prior to the third anniversary of the grant date, the PSUs generally will be forfeited. PSUs have no voting rights and are generally non-transferable. The indicated number of PSUs assumes 100% vesting, and the actual number of shares issued in settlement of the PSUs may be greater or less than the indicated number. F4 · derivative.expiration_date: (Continuation of Footnote 3) - Since the payout for PSUs can range from 0% to 200%, the maximum number of shares that could vest and be issued could be double the indicated number. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 16:34 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | GrantStock Options (right to buy) · Derivative | 114,286 | $0.00 Strike: $66.57 | $0.00 |
DisclosureSEC source: 0001209191-19-017365 · doc4.xml · derivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,286 Underlying: Common Stock · 114,286 shares Expires 2029-03-05 F2 · price: Not applicable. F1 · derivative.exercise_date: Options vest and become exercisable in one third increments on March 5th of each of 2020, 2021 and 2022. Read SEC document |
| March 03, 2019 Filed Mar 5, 2019 16:28 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Exercise / conversionRestricted Stock Units · Derivative | 19,980 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016500 · doc4.xml · derivative · entry 3 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,980 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. F2 · derivative.exercise_price: Not applicable. F1 · kind: This transaction was effectuated by the vesting of the Performance Stock Units granted on March 3, 2016. The number of shares that vested were based upon the achievement of total shareholder return over a 3 year period beginning 2016 and ending with 2019. F2 · price: Not applicable. F2 · derivative.expiration_date: Not applicable. Read SEC document |
| March 03, 2019 Filed Mar 5, 2019 16:28 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Tax withholdingOrdinary Common Stock, $0.01 par value | 8,399 | $68.33 | $573,903.67 |
DisclosureSEC source: 0001209191-19-016500 · doc4.xml · nonDerivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,120 F3 · kind: Represents the portion of shares withheld by the Company in order to pay taxes. F4 · price: Closing price on NASDAQ on March 4, 2019. Read SEC document |
| March 03, 2019 Filed Mar 5, 2019 16:28 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Exercise / conversionOrdinary Common Stock, $0.01 par value | 19,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016500 · doc4.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,519 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: This transaction was effectuated by the vesting of the Performance Stock Units granted on March 3, 2016. The number of shares that vested were based upon the achievement of total shareholder return over a 3 year period beginning 2016 and ending with 2019. F2 · price: Not applicable. Read SEC document |
| January 15, 2019 Filed Jan 18, 2019 00:04 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $41.68 | $62,520.00 |
DisclosureSEC source: 0001125376-19-000009 · wf-form4_154776988099726.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,500 F1 · shares: These shares vest in three annual installments beginning January 15, 2020. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 23:25 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $37.78 | $56,670.00 |
DisclosureSEC source: 0001125376-18-000158 · wf-form4_153981869400260.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,000 F1 · shares: These shares vest in three equal annual installments beginning on October 15, 2019. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 23:18 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $37.50 | $56,250.00 |
DisclosureSEC source: 0001125376-18-000119 · wf-form4_153195591199843.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,500 F1 · shares: These shares vest in three annual installments beginning July 16, 2018. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 19:09 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherStock Options (right to buy) · Derivative | 13,375 | $0.00 Strike: $51.79 | $0.00 |
DisclosureSEC source: 0001209191-18-041322 · doc4.xml · derivative · entry 3 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,375 Underlying: Common Stock · 13,375 shares Expires 2023-02-01 F1 · kind: This transaction was effectuated pursuant to a Rule 10b-5-1 Plan. F4 · price: Not applicable. F3 · derivative.exercise_date: All of the stock options in this tranche have vested in full. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 19:09 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | SaleOrdinary Common Stock, $0.01 par value | 13,375 | $95.86 | $1,282,060.63 |
DisclosureSEC source: 0001209191-18-041322 · doc4.xml · nonDerivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,539 F1 · kind: This transaction was effectuated pursuant to a Rule 10b-5-1 Plan. F2 · price: The number of securities reported represents an aggregate number of shares sold in multiple open market transactions at prices ranging from $94.85 to $96.45, inclusive. The price reported represents the weighted average price. The Reporting Person undertakes to provide staff of the SEC, the issuer, or a stockholder of the issuer, upon request, the number of shares sold by the Reporting Person at each separate price within the range. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 19:09 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherOrdinary Common Stock, $0.01 par value | 13,375 | $51.79 | $692,691.25 |
DisclosureSEC source: 0001209191-18-041322 · doc4.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,914 F1 · kind: This transaction was effectuated pursuant to a Rule 10b-5-1 Plan. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 17:03 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherStock Options (right to buy) · Derivative | 13,375 | $0.00 Strike: $51.79 | $0.00 |
DisclosureSEC source: 0001209191-18-035216 · doc4.xml · derivative · entry 3 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,750 Underlying: Common Stock · 13,375 shares Expires 2023-02-01 F1 · kind: This transaction was effectuated pursuant to a Rule 10b-5-1 Plan. F4 · price: Not applicable. F3 · derivative.exercise_date: All of the stock options in this tranche have vested in full. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 17:03 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | SaleOrdinary Common Stock, $0.01 par value | 13,375 | $92.21 | $1,233,326.14 |
DisclosureSEC source: 0001209191-18-035216 · doc4.xml · nonDerivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,539 F1 · kind: This transaction was effectuated pursuant to a Rule 10b-5-1 Plan. F2 · price: The number of securities reported represents an aggregate number of shares sold in multiple open market transactions at prices ranging from $91.40 to $92.75, inclusive. The price reported represents the weighted average price. The Reporting Person undertakes to provide staff of the SEC, the issuer, or a stockholder of the issuer, upon request, the number of shares sold by the Reporting Person at each separate price within the range. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 17:03 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherOrdinary Common Stock, $0.01 par value | 13,375 | $51.79 | $692,691.25 |
DisclosureSEC source: 0001209191-18-035216 · doc4.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,914 F1 · kind: This transaction was effectuated pursuant to a Rule 10b-5-1 Plan. Read SEC document |
| May 11, 2018 Filed May 11, 2018 17:49 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | GiftOrdinary Common Stock, $0.01 par value | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-029653 · doc4.xml · nonDerivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,539 F1 · kind: Charitable gift. F2 · price: Not applicable. Read SEC document |
| May 11, 2018 Filed May 11, 2018 17:49 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | GiftOrdinary Common Stock, $0.01 par value | 12,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-029653 · doc4.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,239 F1 · kind: Charitable gift. F2 · price: Not applicable. Read SEC document |
| May 01, 2018 Filed May 2, 2018 16:58 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherStock Options (right to buy) · Derivative | 13,375 | $0.00 Strike: $51.79 | $0.00 |
DisclosureSEC source: 0001209191-18-027403 · doc4.xml · derivative · entry 3 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,125 Underlying: Common Stock · 13,375 shares Expires 2023-02-01 F1 · kind: This transaction was effectuated pursuant to a Rule 10b-5-1 Plan. F4 · price: Not applicable. F3 · derivative.exercise_date: All of the stock options in this tranche have vested in full. Read SEC document |
| May 01, 2018 Filed May 2, 2018 16:58 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | SaleOrdinary Common Stock, $0.01 par value | 13,375 | $86.02 | $1,150,576.35 |
DisclosureSEC source: 0001209191-18-027403 · doc4.xml · nonDerivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,230 F1 · kind: This transaction was effectuated pursuant to a Rule 10b-5-1 Plan. F2 · price: The number of securities reported represents an aggregate number of shares sold in multiple open market transactions at prices ranging from $84.70 to $86.8750, inclusive. The price reported represents the weighted average price. The Reporting Person undertakes to provide staff of the SEC, the issuer, or a stockholder of the issuer, upon request, the number of shares sold by the Reporting Person at each separate price within the range. 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.