Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHEQUITY, INC.HQY · Entity 3639 | Director | June 25, 2026 | June 29, 2026 |
| Oscar Health, Inc.OSCR · Entity 3582 | Director | October 08, 2026 | October 13, 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.
HEALTHEQUITY, INC.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,611 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 2,877 · Balance 3,611 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.
Oscar Health, Inc.
Report date October 08, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 7,769 |
Reported balance
After 2026-10-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-08 · Grant · Acquired 698 · Balance 7,769 F1: Each deferred stock unit represents a right to receive one share of the Issuer's Class A common stock. F3: The Reporting Person elected, pursuant to the Issuer's Amended and Restated Deferred Compensation Plan for Directors, to receive deferred stock units in lieu of cash retainer payments for service on the Issuer's board of directors. The price of the deferred stock units reported herein represents the closing price of the Issuer's Class A common stock on October 8, 2026, which price was used to calculate the number of deferred stock units issued to the Reporting Person. F2: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents a right to receive one share of the Issuer's Class A common stock.
F2: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date.
F3: The Reporting Person elected, pursuant to the Issuer's Amended and Restated Deferred Compensation Plan for Directors, to receive deferred stock units in lieu of cash retainer payments for service on the Issuer's board of directors. The price of the deferred stock units reported herein represents the closing price of the Issuer's Class A common stock on October 8, 2026, which price was used to calculate the number of deferred stock units issued to the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| October 08, 2026 Filed Oct 13, 2026 20:16 UTC | Oscar Health, Inc. OSCR · Entity 3582 | GrantDeferred Stock Unit · Derivative | 698 | $33.10 | $23,103.80 |
DisclosureSEC source: 0001954883-26-000015 · wk-form4_1791922592.xml · derivative · entry 1 Gassen William · CIK 0001954883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,769 Underlying: Class A Common Stock · 698 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a right to receive one share of the Issuer's Class A common stock. F3 · price: The Reporting Person elected, pursuant to the Issuer's Amended and Restated Deferred Compensation Plan for Directors, to receive deferred stock units in lieu of cash retainer payments for service on the Issuer's board of directors. The price of the deferred stock units reported herein represents the closing price of the Issuer's Class A common stock on October 8, 2026, which price was used to calculate the number of deferred stock units issued to the Reporting Person. F2 · derivative.exercise_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date. F2 · derivative.expiration_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date. Read SEC document |
| July 09, 2026 Filed Jul 13, 2026 20:16 UTC | Oscar Health, Inc. OSCR · Entity 3582 | GrantDeferred Stock Unit · Derivative | 684 | $31.20 | $21,340.80 |
DisclosureSEC source: 0001954883-26-000013 · wk-form4_1783973807.xml · derivative · entry 1 Gassen William · CIK 0001954883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,071 Underlying: Class A Common Stock · 684 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a right to receive one share of the Issuer's Class A common stock. F3 · price: The Reporting Person elected, pursuant to the Issuer's Amended and Restated Deferred Compensation Plan for Directors, to receive deferred stock units in lieu of cash retainer payments for service on the Issuer's board of directors. The price of the deferred stock units reported herein represents the closing price of the Issuer's Class A common stock on July 9, 2026, which price was used to calculate the number of deferred stock units issued to the Reporting Person. F2 · derivative.exercise_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date. F2 · derivative.expiration_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 20:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001954883-26-000011 · form4-06292026_080605.xml · nonDerivative · entry 1 Gassen William · CIK 0001954883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,611 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:18 UTC | Oscar Health, Inc. OSCR · Entity 3582 | GrantClass A Common Stock | 8,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001954883-26-000009 · wk-form4_1780949879.xml · nonDerivative · entry 1 Gassen William · CIK 0001954883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,840 F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Oscar Health, Inc. (the "Issuer") Class A common stock. The RSUs vest on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the next annual meeting of stockholders of the Issuer following the grant date, subject to continued service through the applicable vesting date. To the extent vested, the RSUs will be settled in shares of the Issuer's Class A common stock on the earliest of (i) the six-month anniversary of the director's separation from service, death or disability and (ii) within five days following a change in control of the Issuer. Read SEC document |
| April 09, 2026 Filed Apr 13, 2026 20:16 UTC | Oscar Health, Inc. OSCR · Entity 3582 | GrantDeferred Stock Unit · Derivative | 1,418 | $14.54 | $20,617.72 |
DisclosureSEC source: 0001954883-26-000007 · wk-form4_1776111371.xml · derivative · entry 1 Gassen William · CIK 0001954883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,387 Underlying: Class A Common Stock · 1,418 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a right to receive one share of the Issuer's Class A common stock. F3 · price: The Reporting Person elected, pursuant to the Issuer's Amended and Restated Deferred Compensation Plan for Directors, to receive deferred stock units in lieu of cash retainer payments for service on the Issuer's board of directors. The price of the deferred stock units reported herein represents the closing price of the Issuer's Class A common stock on April 9, 2026, which price was used to calculate the number of deferred stock units issued to the Reporting Person. F2 · derivative.exercise_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date. F2 · derivative.expiration_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date. Read SEC document |
| January 08, 2026 Filed Jan 12, 2026 21:21 UTC | Oscar Health, Inc. OSCR · Entity 3582 | GrantDeferred Stock Unit · Derivative | 1,220 | $16.90 | $20,618.00 |
DisclosureSEC source: 0001954883-26-000002 · primarydocument.xml · derivative · entry 1 Gassen William · CIK 0001954883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,969 Underlying: Class A Common Stock · 1,220 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a right to receive one share of the Issuer's Class A common stock. F2 · price: The Reporting Person elected, pursuant to the Issuer's Amended and Restated Deferred Compensation Plan for Directors, to receive deferred stock units in lieu of cash retainer payments for service on the Issuer's board of directors. The price of the deferred stock units reported herein represents the closing price of the Issuer's Class A common stock on January 8, 2026, which price was used to calculate the number of deferred stock units issued to the Reporting Person. F3 · derivative.exercise_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date. F3 · derivative.expiration_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 20:36 UTC | Oscar Health, Inc. OSCR · Entity 3582 | GrantDeferred Stock Unit · Derivative | 1,004 | $20.54 | $20,622.16 |
DisclosureSEC source: 0001954883-25-000003 · primarydocument.xml · derivative · entry 1 Gassen William · CIK 0001954883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,749 Underlying: Class A Common Stock · 1,004 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a right to receive one share of the Issuer's Class A common stock. F2 · price: The Reporting Person elected, pursuant to the Issuer's Amended and Restated Deferred Compensation Plan for Directors, to receive deferred stock units in lieu of cash retainer payments for service on the Issuer's board of directors. The price of the deferred stock units reported herein represents the closing price of the Issuer's Class A common stock on October 9, 2025, which price was used to calculate the number of deferred stock units issued to the Reporting Person. F3 · derivative.exercise_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date. F3 · derivative.expiration_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date. Read SEC document |
| July 10, 2025 Filed Jul 14, 2025 20:16 UTC | Oscar Health, Inc. OSCR · Entity 3582 | GrantDeferred Stock Unit · Derivative | 1,215 | $15.53 | $18,868.95 |
DisclosureSEC source: 0001562180-25-005405 · primarydocument.xml · derivative · entry 1 Gassen William · CIK 0001954883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,745 Underlying: Class A Common Stock · 1,215 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a right to receive one share of the Issuer's Class A common stock. F2 · price: The Reporting Person elected, pursuant to the Issuer's Amended and Restated Deferred Compensation Plan for Directors, to receive deferred stock units in lieu of cash retainer payments for service on the Issuer's board of directors. The price of the deferred stock units reported herein represents the closing price of the Issuer's Class A common stock on July 10, 2025, which price was used to calculate the number of deferred stock units issued to the Reporting Person. F3 · derivative.exercise_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date. F3 · derivative.expiration_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of a cash retainer payment are 100% vested on the grant date. Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 20:22 UTC | Oscar Health, Inc. OSCR · Entity 3582 | GrantClass A Common Stock | 14,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004563 · primarydocument.xml · nonDerivative · entry 1 Gassen William · CIK 0001954883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,365 F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Oscar Health, Inc. (the "Issuer") Class A common stock. The RSUs vest on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the next annual meeting of stockholders of the Issuer following the grant date, subject to continued service through the applicable vesting date. To the extent vested, the RSUs will be settled in shares of the Issuer's Class A common stock on the earliest of (i) the six-month anniversary of the director's separation from service, death or disability and (ii) within five days following a change in control of the Issuer. Read SEC document |
| April 10, 2025 Filed Apr 14, 2025 20:17 UTC | Oscar Health, Inc. OSCR · Entity 3582 | GrantDeferred Stock Unit · Derivative | 1,530 | $12.25 | $18,742.50 |
DisclosureSEC source: 0001562180-25-003132 · primarydocument.xml · derivative · entry 1 Gassen William · CIK 0001954883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,530 Underlying: Class A Common Stock · 1,530 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a right to receive one share of the Issuer's Class A common stock. F2 · price: The Reporting Person elected, pursuant to the Issuer's Amended and Restated Deferred Compensation Plan for Directors, to receive deferred stock units in lieu of cash retainer payments for service on the Issuer's board of directors. The price of the deferred stock units reported herein represents the closing price of the Issuer's Class A common stock on April 10, 2025, which price was used to calculate the number of deferred stock units issued to the Reporting Person. F3 · derivative.exercise_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of cash retainer payment are 100% vested on the grant date. F3 · derivative.expiration_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of cash retainer payment are 100% vested on the grant date. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:27 UTC | Oscar Health, Inc. OSCR · Entity 3582 | GrantClass A Common Stock | 8,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004923 · primarydocument.xml · nonDerivative · entry 1 Gassen William · CIK 0001954883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,231 F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Oscar Health, Inc. (the "Issuer") Class A common stock. The RSUs vest on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the next annual meeting of stockholders of the Issuer following the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:15 UTC | Oscar Health, Inc. OSCR · Entity 3582 | GrantClass A Common Stock | 19,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005075 · primarydocument.xml · nonDerivative · entry 1 Gassen William · CIK 0001954883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,257 F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Oscar Health, Inc. (the "Issuer") Class A common stock. The RSUs vest on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the next annual meeting of stockholders of the Issuer following the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| December 07, 2022 Filed Dec 9, 2022 21:27 UTC | Oscar Health, Inc. OSCR · Entity 3582 | GrantClass A Common Stock | 31,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-008186 · primarydocument.xml · nonDerivative · entry 1 Gassen William · CIK 0001954883 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,506 F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Oscar Health, Inc. (the "Issuer") Class A common stock. The RSUs vest on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the next annual meeting of stockholders of the Issuer following the grant date, subject to continued service through the applicable 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.