Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CLOVER HEALTH INVESTMENTS, CORP. /DECLOV · Entity 4419 | CEO, Counterpart Health | September 15, 2026 | September 16, 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.
CLOVER HEALTH INVESTMENTS, CORP. /DE
Report date September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust. | 1,170,056 |
Reported balance
After 2026-09-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-15 · Sale · Disposed 300,000 · Balance 1,170,056 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2026. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.60 to $5.06, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2: Shares held in trust for the benefit of the Reporting Person's family, of which the Reporting Person is a co-trustee. |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,065,699 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,065,699 |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2026. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.60 to $5.06, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F2: Shares held in trust for the benefit of the Reporting Person's family, of which the Reporting Person is a co-trustee.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 16, 2026 20:27 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | SaleClass A Common Stock | 300,000 | $4.72 | $1,416,000.00 |
DisclosureSEC source: 0001971702-26-000017 · wk-form4_1789590444.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: Plan reported Ownership: Indirect · By Trust. Disclosed balance after: 1,170,056 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2026. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.60 to $5.06, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Shares held in trust for the benefit of the Reporting Person's family, of which the Reporting Person is a co-trustee. Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 20:55 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | SaleClass A Common Stock | 24,215 | $4.67 | $113,084.05 |
DisclosureSEC source: 0001801170-26-000178 · wk-form4_1784235321.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,145,699 F1 · shares: The sales reported on this Form 4 represent shares of Class A Common Stock required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of 6.25% of restricted stock units ("RSUs") originally granted to the Reporting Person on October 15, 2024. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on October 15, 2028, subject to the continued service of the Reporting Person on each such vesting date. These sales are mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.67 to $4.73, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4. Read SEC document |
| May 28, 2026 Filed May 28, 2026 22:40 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | SaleClass A Common Stock | 220,426 | $3.99 | $879,499.74 |
DisclosureSEC source: 0001971702-26-000010 · wk-form4_1780008005.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: Plan reported Ownership: Indirect · By Trust. Disclosed balance after: 1,390,056 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 3, 2025. The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $3.92 to $4.04, inclusive. The Reporting Person undertakes to provide to the SEC staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Shares held in trust for the benefit of the Reporting Person's family, of which the Reporting Person is a co-trustee. Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 20:07 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 23,463 | $2.04 | $47,864.52 |
DisclosureSEC source: 0001971702-26-000007 · wk-form4_1776370018.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,169,914 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations on April 15, 2026, due to the vesting of 6.25% of the original number of restricted stock units (RSUs) granted to the Reporting Person on October 15, 2024, and timely reported on a Form 4 filed on October 17, 2024. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on October 15, 2028, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:25 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 267,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001971702-26-000006 · wk-form4_1775247922.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,193,377 F1 · shares: 1. Represents shares of Class A common stock underlying a time-based restricted stock unit award ("RSUs"). Twenty-five percent of the RSUs will vest on the first anniversary of April 1, 2026, and the remaining RSUs will vest in twelve equal quarterly installments beginning on the date that is three months after the first anniversary of April 1, 2026, in each case subject to the continued service of the Reporting Person on each such vesting date, so that such RSUs will be fully vested on April 1, 2030. Read SEC document |
| March 14, 2026 Filed Mar 17, 2026 20:27 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 100,195 | $1.98 | $198,386.10 |
DisclosureSEC source: 0001971702-26-000003 · wk-form4_1773779231.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 925,611 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on March 14, 2026, of the final 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 22:46 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 25,868 | $2.81 | $72,689.08 |
DisclosureSEC source: 0001801170-26-000025 · wk-form4_1768949161.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,025,806 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations on January 15, 2026, due to the vesting of 6.25% of the original number of restricted stock units (RSUs) granted to the Reporting Person on October 15, 2024, and timely reported on a Form 4 filed on October 17, 2024. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on October 15, 2028, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| December 14, 2025 Filed Dec 16, 2025 21:20 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 98,411 | $2.70 | $265,709.70 |
DisclosureSEC source: 0001971702-25-000011 · wk-form4_1765920033.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,051,674 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on December 14, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on March 14, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 21:46 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 27,930 | $3.53 | $98,592.90 |
DisclosureSEC source: 0001971702-25-000009 · wk-form4_1762292771.xml · nonDerivative · entry 2 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,150,085 F2 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations due to the vesting on October 31, 2025, of the final 12.5% of RSUs granted to the Reporting Person on October 31, 2025. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 21:46 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 96,448 | $3.53 | $340,461.44 |
DisclosureSEC source: 0001971702-25-000009 · wk-form4_1762292771.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,178,015 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations due to the vesting of the final 50% of the number of earned performance-based restricted stock units (RSU), as described herein. Each RSU represented a right to a share of Class A Common Stock, earned in connection with the determination of the level of performance achievement in satisfaction of vesting conditions underlying a performance-based restricted share unit grant awarded on October 31, 2023. One-half of the number of earned restricted stock units vested and were settled on September 13, 2024, and the remaining one-half of the restricted stock units vested on October 31, 2025. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 20:38 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 92,181 | $2.80 | $258,106.80 |
DisclosureSEC source: 0001971702-25-000006 · wk-form4_1760733489.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,274,463 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations on October 15, 2025, due to the vesting of 25% of the original number of restricted stock units (RSUs) granted to the Reporting Person on October 15, 2024, and timely reported on a Form 4 filed on October 17, 2024. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on October 15, 2028, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| September 14, 2025 Filed Sep 16, 2025 20:19 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 98,412 | $3.06 | $301,140.72 |
DisclosureSEC source: 0001801170-25-000227 · wk-form4_1758053947.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,573,425 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on September 14, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on March 14, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| July 31, 2025 Filed Aug 4, 2025 20:45 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 27,930 | $2.89 | $80,717.70 |
DisclosureSEC source: 0001801170-25-000186 · wk-form4_1754340322.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,671,837 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on July 31, 2025, of 12.5% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on October 31, 2023, and timely reported on a Form 4 filed on November 2, 2023. The remaining RSUs have a final vesting date occurring on October 31, 2025, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| July 23, 2025 Filed Jul 24, 2025 20:11 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | SaleClass A Common Stock | 91,197 | $3.32 | $302,774.04 |
DisclosureSEC source: 0001801170-25-000176 · wk-form4_1753387862.xml · nonDerivative · entry 2 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: Plan reported Ownership: Indirect · By Trust. Disclosed balance after: 1,403,701 F3 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 3, 2025. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.25 to $3.40, inclusive. The Reporting Person undertakes to provide to the SEC staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Shares held in trust for the benefit of the Reporting Person's family, of which the Reporting Person is a co-trustee. Read SEC document |
| July 22, 2025 Filed Jul 24, 2025 20:11 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | SaleClass A Common Stock | 118,600 | $3.29 | $390,194.00 |
DisclosureSEC source: 0001801170-25-000176 · wk-form4_1753387862.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: Plan reported Ownership: Indirect · By Trust. Disclosed balance after: 1,494,898 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 3, 2025. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.25 to $3.37, inclusive. The Reporting Person undertakes to provide to the SEC staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Shares held in trust for the benefit of the Reporting Person's family, of which the Reporting Person is a co-trustee. Read SEC document |
| July 08, 2025 Filed Jul 10, 2025 23:24 UTC Amendment | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | SaleClass A Common Stock | 15,203 | $3.26 | $49,561.78 |
DisclosureSEC source: 0001801170-25-000170 · wk-form4a_1752189870.xml · nonDerivative · entry 2 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: Plan reported Ownership: Indirect · By Trust. Disclosed balance after: 1,613,498 F3 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 3, 2025. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.25 to $3.27, inclusive. The Reporting Person undertakes to provide to the SEC staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F4 · ownership.nature: Shares held in trust for the benefit of the Reporting Person's family, of which the Reporting Person is a co-trustee. Read SEC document |
| June 14, 2025 Filed Jun 17, 2025 21:26 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 98,411 | $2.89 | $284,407.79 |
DisclosureSEC source: 0001801170-25-000159 · wk-form4_1750195559.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,138,535 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on June 14, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on March 14, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| April 30, 2025 Filed May 2, 2025 20:34 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 26,593 | $3.40 | $90,416.20 |
DisclosureSEC source: 0001801170-25-000114 · wk-form4_1746218055.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,236,946 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on April 30, 2025, of 12.5% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on October 31, 2023, and timely reported on a Form 4 filed on November 2, 2023. The remaining RSUs vest in two equal quarterly installments, with the final vesting date occurring on October 31, 2025, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 20:51 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 80,524 | $3.66 | $294,717.84 |
DisclosureSEC source: 0001801170-25-000072 · wk-form4_1742331058.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,263,539 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on March 14, 2025, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on March 14, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:15 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 24,470 | $4.39 | $107,423.30 |
DisclosureSEC source: 0001801170-25-000036 · wk-form4_1738703750.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,344,063 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on January 31, 2025, of 12.5% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on October 31, 2023, and timely reported on a Form 4 filed on November 2, 2023. The remaining RSUs vest in three equal quarterly installments, with the final vesting date occurring on October 31, 2025, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| December 14, 2024 Filed Dec 17, 2024 21:17 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 98,217 | $3.11 | $305,454.87 |
DisclosureSEC source: 0001801170-24-000249 · wk-form4_1734470256.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,368,533 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on December 14, 2024, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with a final vesting date occurring on March 14, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 22:47 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 111,496 | $4.12 | $459,363.52 |
DisclosureSEC source: 0001801170-24-000228 · wk-form4_1730760424.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,466,750 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on October 31, 2024, of 50% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on October 31, 2023, and timely reported on a Form 4 filed on November 2, 2023. The remaining RSUs vest in four equal quarterly installments, with the final vesting date occurring on October 31, 2025, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:16 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 726,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001801170-24-000212 · wk-form4_1729196197.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,578,246 F1 · shares: Represents shares of Class A common stock underlying a time-based restricted stock unit award ("RSUs"). Twenty-five percent of the RSUs will vest on the first anniversary of October 15, 2024, and the remaining RSUs will vest in twelve equal quarterly installments beginning on the date that is three months after the first anniversary of October 15, 2024, in each case subject to the continued service of the Reporting Person on each such vesting date, so that such RSUs will be fully vested on October 15, 2028. Read SEC document |
| September 14, 2024 Filed Sep 17, 2024 20:07 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 98,217 | $2.99 | $293,668.83 |
DisclosureSEC source: 0001801170-24-000192 · wk-form4_1726603663.xml · nonDerivative · entry 3 Wai Conrad · CIK 0001971702 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,852,132 F3 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations due to the vesting on September 14, 2024, of 6.25% of the restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs will vest in equal quarterly installments, with the final vesting occurring on March 14, 2026, in each case subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 20:07 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 93,180 | $2.99 | $278,608.20 |
DisclosureSEC source: 0001801170-24-000192 · wk-form4_1726603663.xml · nonDerivative · entry 2 Wai Conrad · CIK 0001971702 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,950,349 F2 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations due to the vesting of 1/2 of the number of earned performance-based restricted stock units, as described above. Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 20:07 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 189,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001801170-24-000192 · wk-form4_1726603663.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,043,529 F1 · shares: Represents restricted stock units ("RSUs"), each representing a right to a share of Class A Common Stock, earned in connection with the determination of the level of performance achievement in satisfaction of vesting conditions underlying a performance-based restricted share unit grant awarded on October 31, 2023. One-half of the number of earned restricted stock units vested and were settled on September 13, 2024, and the remaining one-half of the restricted stock units will vest on October 31, 2025, subject to the Reporting Person's continued employment on such vesting date. Read SEC document |
| September 13, 2024 Filed Jul 10, 2025 23:24 UTC Amendment | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 379,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001801170-25-000170 · wk-form4a_1752189870.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · CEO, Counterpart Health 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,699,767 F1 · shares: Represents restricted stock units ("RSUs"), each representing a right to a share of Class A Common Stock, earned in connection with the determination of the level of performance achievement in satisfaction of vesting conditions underlying a performance-based restricted share unit grant awarded on October 31, 2023. One-half of the number of earned restricted stock units vested and were settled on September 13, 2024, and the remaining one-half of the restricted stock units will vest on October 31, 2025, subject to the Reporting Person's continued employment on such vesting date. This Amendment is being filed to reflect the full number of RSUs that were achieved. F2 · balance_after: Number reflects total directly held Class A Common Stock taking into account the amended number and subsequent transactions through July 10, 2025. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 20:57 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 69,148 | $1.09 | $75,371.32 |
DisclosureSEC source: 0001801170-24-000128 · wk-form4_1718744234.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,853,595 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on June 14, 2024, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs will vest quarterly in equal installments of 6.25%, with the final vesting date occurring on March 14, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:41 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 74,396 | $0.73 | $54,309.08 |
DisclosureSEC source: 0001801170-24-000071 · wk-form4_1710794498.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,922,743 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on March 14, 2024, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs will vest quarterly in equal installments of 6.25%, with the final vesting date occurring on March 14, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:52 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 96,086 | $1.00 | $96,086.00 |
DisclosureSEC source: 0001801170-23-000119 · wk-form4_1702936350.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,997,139 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on December 14, 2023, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs will vest quarterly in equal installments of 6.25%, with the final vesting date occurring on March 14, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| October 31, 2023 Filed Nov 3, 2023 21:00 UTC Amendment | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 440,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001801170-23-000096 · wk-form4a_1699045230.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,093,225 F1 · security: This Form 4/A amends the original Form 4, filed on November 2, 2023, solely to correct the CIK for the Reporting Person. The original Form 4 inadvertently included the Registrant's CIK. Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 21:20 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 96,086 | $1.13 | $108,577.18 |
DisclosureSEC source: 0000895345-23-000534 · form4.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,653,225 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on September 14, 2023, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs will vest quarterly in equal installments of 6.25%, with the final vesting date occurring on March 14, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:02 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 86,763 | $0.94 | $81,557.22 |
DisclosureSEC source: 0000895345-23-000390 · form4.xml · nonDerivative · entry 1 Wai Conrad · CIK 0001971702 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,749,311 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on June 16, 2023, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on March 14, 2022. The remaining RSUs will vest quarterly in equal installments of 6.25%, with the final vesting date occurring on March 17, 2026, subject to the continued service of the Reporting Person on each such vesting date. 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.