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 |
|---|---|---|---|---|---|---|
| May 01, 2018 Filed May 2, 2018 16:58 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherOrdinary Common Stock, $0.01 par value | 13,375 | $51.79 | $692,691.25 |
DisclosureSEC source: 0001209191-18-027403 · doc4.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,605 F1 · kind: This transaction was effectuated pursuant to a Rule 10b-5-1 Plan. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 22:11 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $27.97 | $41,955.00 |
DisclosureSEC source: 0001125376-18-000069 · wf-form4_152408946458558.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 annual installments beginning April 16, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 15:35 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherStock Options (right to buy) · Derivative | 13,375 | $0.00 Strike: $51.79 | $0.00 |
DisclosureSEC source: 0001209191-18-023571 · doc4.xml · derivative · entry 3 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,500 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 |
| April 02, 2018 Filed Apr 4, 2018 15:35 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | SaleOrdinary Common Stock, $0.01 par value | 13,375 | $103.52 | $1,384,582.68 |
DisclosureSEC source: 0001209191-18-023571 · 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 $102.00 to $106.25, 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 |
| April 02, 2018 Filed Apr 4, 2018 15:35 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherOrdinary Common Stock, $0.01 par value | 13,375 | $51.79 | $692,691.25 |
DisclosureSEC source: 0001209191-18-023571 · doc4.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,605 F1 · kind: This transaction was effectuated pursuant to a Rule 10b-5-1 Plan. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 16:01 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Exercise / conversionRestricted Stock Units · Derivative | 23,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-018463 · 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 · 23,000 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 4, 2015. The number of shares that vested were based upon the achievement of total shareholder return over a 3 year period beginning 2015 and ending with 2018. F2 · price: Not applicable. F2 · derivative.expiration_date: Not applicable. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 16:01 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Tax withholdingOrdinary Common Stock, $0.01 par value | 9,671 | $104.00 | $1,005,784.00 |
DisclosureSEC source: 0001209191-18-018463 · 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 F3 · kind: Represents the portion of shares withheld by the Company in order to pay taxes. F4 · price: Closing price on NASDAQ on March 7, 2018. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 16:01 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Exercise / conversionOrdinary Common Stock, $0.01 par value | 23,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-018463 · doc4.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,901 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 4, 2015. The number of shares that vested were based upon the achievement of total shareholder return over a 3 year period beginning 2015 and ending with 2018. F2 · price: Not applicable. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 15:38 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | GrantPerformance-Based Restricted Stock Units · Derivative | 36,014 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017666 · doc4.xml · derivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,014 Underlying: Common Stock · 36,014 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 2018 and ending with 2021. 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, 2018 Filed Mar 7, 2018 15:38 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | GrantStock Options (right to buy) · Derivative | 138,700 | $0.00 Strike: $99.45 | $0.00 |
DisclosureSEC source: 0001209191-18-017666 · doc4.xml · derivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,700 Underlying: Common Stock · 138,700 shares Expires 2028-03-05 F2 · price: Not applicable. F1 · derivative.exercise_date: Options vest and become exercisable in one third increments on March 5th of each of 2019, 2020 and 2021. Read SEC document |
| March 02, 2018 Filed Mar 2, 2018 14:24 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Exercise / conversionRestricted Stock Units · Derivative | 2,534 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-015466 · 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 · 2,534 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 Restricted Stock Unit Award granted on February 1, 2013. Each Restricted Stock Unit represents a contingent right to receive one share of Magellan common stock. F2 · price: Not applicable. F2 · derivative.expiration_date: Not applicable. Read SEC document |
| March 02, 2018 Filed Mar 2, 2018 14:24 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Tax withholdingOrdinary Common Stock, $0.01 par value | 1,065 | $100.30 | $106,819.50 |
DisclosureSEC source: 0001209191-18-015466 · doc4.xml · nonDerivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,901 F3 · kind: Represents the portion of shares withheld by the Company in order to pay taxes. F4 · price: Closing price on NASDAQ on February 1, 2018. Read SEC document |
| March 02, 2018 Filed Mar 2, 2018 14:24 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Exercise / conversionOrdinary Common Stock, $0.01 par value | 2,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-015466 · doc4.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,966 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 Restricted Stock Unit Award granted on February 1, 2013. Each Restricted Stock Unit represents a contingent right to receive one share of Magellan common stock. F2 · price: Not applicable. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 11:35 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherStock Options (right to buy) · Derivative | 13,375 | $0.00 Strike: $51.79 | $0.00 |
DisclosureSEC source: 0001209191-18-015387 · doc4.xml · derivative · entry 3 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,875 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 |
| March 01, 2018 Filed Mar 2, 2018 11:35 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | SaleOrdinary Common Stock, $0.01 par value | 13,375 | $101.20 | $1,353,496.50 |
DisclosureSEC source: 0001209191-18-015387 · doc4.xml · nonDerivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,432 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 $100.45 to $101.85, 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 |
| March 01, 2018 Filed Mar 2, 2018 11:35 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherOrdinary Common Stock, $0.01 par value | 13,375 | $51.79 | $692,691.25 |
DisclosureSEC source: 0001209191-18-015387 · doc4.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,807 F1 · kind: This transaction was effectuated pursuant to a Rule 10b-5-1 Plan. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 13:56 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherStock Options (right to buy) · Derivative | 13,375 | $0.00 Strike: $51.79 | $0.00 |
DisclosureSEC source: 0001209191-18-006693 · doc4.xml · derivative · entry 3 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,250 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 |
| February 01, 2018 Filed Feb 2, 2018 13:56 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | SaleOrdinary Common Stock, $0.01 par value | 13,375 | $99.20 | $1,326,765.23 |
DisclosureSEC source: 0001209191-18-006693 · doc4.xml · nonDerivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,432 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 $96.40 to $100.00, 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 |
| February 01, 2018 Filed Feb 2, 2018 13:56 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherOrdinary Common Stock, $0.01 par value | 13,375 | $51.79 | $692,691.25 |
DisclosureSEC source: 0001209191-18-006693 · doc4.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,807 F1 · kind: This transaction was effectuated pursuant to a Rule 10b-5-1 Plan. Read SEC document |
| January 16, 2018 Filed Jan 19, 2018 01:46 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $23.61 | $35,415.00 |
DisclosureSEC source: 0001125376-18-000014 · wf-form4_151632638677432.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 F1 · shares: These shares vest in three annual installments beginning January 16, 2018. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 19:45 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherStock Options (right to buy) · Derivative | 13,367 | $0.00 Strike: $51.79 | $0.00 |
DisclosureSEC source: 0001209191-18-001544 · doc4.xml · derivative · entry 3 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,625 Underlying: Common Stock · 13,367 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 |
| January 02, 2018 Filed Jan 3, 2018 19:45 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | SaleOrdinary Common Stock, $0.01 par value | 13,367 | $95.94 | $1,282,428.64 |
DisclosureSEC source: 0001209191-18-001544 · doc4.xml · nonDerivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,432 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 $95.05 to $97.0250, 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 |
| January 02, 2018 Filed Jan 3, 2018 19:45 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | OtherOrdinary Common Stock, $0.01 par value | 13,367 | $51.79 | $692,276.93 |
DisclosureSEC source: 0001209191-18-001544 · doc4.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,799 F1 · kind: This transaction was effectuated pursuant to a Rule 10b-5-1 Plan. Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 15:51 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | GiftOrdinary Common Stock, $0.01 par value | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059591 · doc4.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,432 F1 · kind: Charitable gift. F2 · price: Not applicable. Read SEC document |
| October 16, 2017 Filed Oct 19, 2017 23:17 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $21.96 | $32,940.00 |
DisclosureSEC source: 0001125376-17-000128 · wf-form4_150845502977970.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,000 F1 · shares: These shares vest in three annual installments beginning October 16, 2017 Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 22:58 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $21.53 | $32,295.00 |
DisclosureSEC source: 0001125376-17-000087 · wf-form4_150050512336963.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,500 F1 · shares: These shares vest in three annual installments beginning July 17, 2017. Read SEC document |
| April 17, 2017 Filed Apr 19, 2017 23:38 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $18.47 | $27,705.00 |
DisclosureSEC source: 0001125376-17-000045 · wf-form4_149264509843312.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 F1 · shares: These shares vest in three annual installments beginning April 17, 2017. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 17:40 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | GrantPerformance-Based Restricted Stock Units · Derivative | 41,317 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018924 · doc4.xml · derivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,317 Underlying: Common Stock · 41,317 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 2017 and ending with 2020. 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 03, 2017 Filed Mar 7, 2017 17:40 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | GrantStock Options (right to buy) · Derivative | 120,690 | $0.00 Strike: $68.50 | $0.00 |
DisclosureSEC source: 0001209191-17-018924 · doc4.xml · derivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,690 Underlying: Common Stock · 120,690 shares Expires 2027-03-03 F2 · price: Not applicable. F1 · derivative.exercise_date: Options vest and become exercisable in one third increments on March 3rd of each of 2018, 2019 and 2020. Read SEC document |
| February 24, 2017 Filed Mar 3, 2017 16:33 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Exercise / conversionRestricted Stock Units · Derivative | 12,671 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017592 · doc4.xml · derivative · entry 3 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,534 Underlying: Common Stock · 12,671 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 represents the vesting of 10,137 shares postponed from 2016 and 50% of the shares scheduled to vest in 2017 . Each Restricted Stock Unit represents a contingent right to receive one share of Magellan common stock. F2 · price: Not applicable. F2 · derivative.expiration_date: Not applicable. Read SEC document |
| February 24, 2017 Filed Mar 3, 2017 16:33 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Tax withholdingOrdinary Common Stock, $0.01 par value | 3,803 | $75.80 | $288,267.40 |
DisclosureSEC source: 0001209191-17-017592 · doc4.xml · nonDerivative · entry 2 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,432 F3 · kind: Represents the portion of shares withheld by the Company in order to pay taxes. F4 · price: Closing price on NASDAQ on February 1, 2017. Read SEC document |
| February 24, 2017 Filed Mar 3, 2017 16:33 UTC | MAGELLAN HEALTH INC MGLN · Entity 131790 | Exercise / conversionOrdinary Common Stock, $0.01 par value | 12,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017592 · doc4.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,235 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 represents the vesting of 10,137 shares postponed from 2016 and 50% of the shares scheduled to vest in 2017 . Each Restricted Stock Unit represents a contingent right to receive one share of Magellan common stock. F2 · price: Not applicable. Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 01:25 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $20.68 | $31,020.00 |
DisclosureSEC source: 0001125376-17-000005 · wf-form4_148487550261508.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,500 F1 · shares: These shares vest in three annual installments beginning January 17, 2017. Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 21:53 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $19.61 | $29,415.00 |
DisclosureSEC source: 0001125376-16-000254 · wf-form4_147691400941145.xml · nonDerivative · entry 1 SMITH BARRY M · CIK 0001212067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · shares: These shares vest in three annual installments beginning October 17, 2016. 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.