Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Claritev CorpCTEV · Entity 5238 | Director | April 29, 2026 | May 01, 2026 |
| NEXTGEN HEALTHCARE, INC.NXGN · Entity 108396 | Director | November 09, 2023 | November 13, 2023 |
| Omada Health, Inc.OMDA · Entity 2364 | Director | October 05, 2026 | October 07, 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.
Claritev Corp
Report date April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 24,611 |
Reported balance
After 2026-04-29 transaction · row 1
1 source rowRow 1 · 2026-04-29 · Grant · Acquired 8,977 · Balance 24,611 F1: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.
NEXTGEN HEALTHCARE, INC.
Report date November 09, 2023 · Filed November 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-11-09 transaction · row 1
1 source rowRow 1 · 2023-11-09 · Disposition to issuer · Disposed 70,104 · Balance 0 F1: Includes 10,086 outstanding vested shares of restricted stock. F2: Pursuant to the Agreement and Plan of Merger, dated September 5, 2023, by and among the Issuer, Next Holdco Co., LLC ("Next Holdco") and Next Merger Sub, Inc. ("Merger Sub"), the Issuer became a wholly owned subsidiary of Next Holdco upon consummation of the merger with Merger Sub on November 9, 2023 (the "Effective Time"). At the Effective Time: (a) each of the Issuer's outstanding shares of common stock, each outstanding restricted stock unit and each outstanding deferred stock unit was cancelled and automatically converted into the right to receive $23.95 in cash; (b) each of the Issuer's outstanding unexercised stock options, whether vested or unvested, was cancelled and converted into the right to receive $23.95 in cash less the applicable per share exercise price; and (c) each of the Issuer's outstanding performance stock units was cancelled and converted into the right to receive $23.95 F3: (Continued from footnote 2) (with respect to the Issuer shares underlying the portion of such award which had vested), and, with respect to any portion of such award the vesting of which remained subject to achievement of performance objectives as of October 4, 2023, $23.95 for each Issuer share underlying the portion of the award that would vest as a result of the Merger in accordance with the terms and conditions of the applicable award agreement, which for the units granted in 2020 assumed performance achievement at the "maximum" level; for the units granted in 2021, assumed performance achievement above "target" with partial achievement of the next stock price hurdle; and for the units granted in 2022, assumed performance achievement at 140% of the "target" level. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 10,086 outstanding vested shares of restricted stock.
F2: Pursuant to the Agreement and Plan of Merger, dated September 5, 2023, by and among the Issuer, Next Holdco Co., LLC ("Next Holdco") and Next Merger Sub, Inc. ("Merger Sub"), the Issuer became a wholly owned subsidiary of Next Holdco upon consummation of the merger with Merger Sub on November 9, 2023 (the "Effective Time"). At the Effective Time: (a) each of the Issuer's outstanding shares of common stock, each outstanding restricted stock unit and each outstanding deferred stock unit was cancelled and automatically converted into the right to receive $23.95 in cash; (b) each of the Issuer's outstanding unexercised stock options, whether vested or unvested, was cancelled and converted into the right to receive $23.95 in cash less the applicable per share exercise price; and (c) each of the Issuer's outstanding performance stock units was cancelled and converted into the right to receive $23.95
F3: (Continued from footnote 2) (with respect to the Issuer shares underlying the portion of such award which had vested), and, with respect to any portion of such award the vesting of which remained subject to achievement of performance objectives as of October 4, 2023, $23.95 for each Issuer share underlying the portion of the award that would vest as a result of the Merger in accordance with the terms and conditions of the applicable award agreement, which for the units granted in 2020 assumed performance achievement at the "maximum" level; for the units granted in 2021, assumed performance achievement above "target" with partial achievement of the next stock price hurdle; and for the units granted in 2022, assumed performance achievement at 140% of the "target" level.
Omada Health, Inc.
Report date October 05, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,514 |
Reported balance
After 2026-10-05 transaction · row 1
1 source rowRow 1 · 2026-10-05 · Grant · Acquired 549 · Balance 22,514 F1: Represents restricted stock units ("RSUs") that were granted pursuant to the Issuer's Non-Employee Director Compensation Program (the "Program") in lieu of retainer fees. Each RSU represents the right to receive one (1) share of Common Stock, with settlement to take place either (i) on a date selected by the Reporting Person pursuant to the Program or (ii) as otherwise provided by the Program. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") that were granted pursuant to the Issuer's Non-Employee Director Compensation Program (the "Program") in lieu of retainer fees. Each RSU represents the right to receive one (1) share of Common Stock, with settlement to take place either (i) on a date selected by the Reporting Person pursuant to the Program or (ii) as otherwise provided by the Program.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AMEDISYS INC
Report date August 14, 2025 · Filed August 14, 2025
Section 16 reporting ended · disclosed 2025-08-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-08-14 transaction · row 1
1 source rowRow 1 · 2025-08-14 · Disposition to issuer · Disposed 16,031 · Balance 0 F1: On August 14, 2025, UnitedHealth Group Incorporated ("UnitedHealth Group") acquired Amedisys, Inc. (the "Issuer") pursuant to that certain Agreement and Plan of Merger dated as of June 26, 2023 (as modified by the waiver, dated December 26, 2024, the "Merger Agreement") by and among the Issuer, UnitedHealth Group and Aurora Holdings Merger Sub Inc., a wholly owned subsidiary of UnitedHealth Group ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of UnitedHealth Group. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.001 per share, of the Issuer (other than certain excluded shares) automatically converted into the right to receive $101 per share in cash (the "Per Share Merger Consideration"), without interest and less any applicable withholding tax. F2: Includes 1,690 time-based Restricted Stock Units ("RSUs") of the Issuer that were outstanding at the Effective Time that were cancelled and converted into the right to receive the Per Share Merger Consideration for each such outstanding RSU as of the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 14, 2025, UnitedHealth Group Incorporated ("UnitedHealth Group") acquired Amedisys, Inc. (the "Issuer") pursuant to that certain Agreement and Plan of Merger dated as of June 26, 2023 (as modified by the waiver, dated December 26, 2024, the "Merger Agreement") by and among the Issuer, UnitedHealth Group and Aurora Holdings Merger Sub Inc., a wholly owned subsidiary of UnitedHealth Group ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of UnitedHealth Group. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.001 per share, of the Issuer (other than certain excluded shares) automatically converted into the right to receive $101 per share in cash (the "Per Share Merger Consideration"), without interest and less any applicable withholding tax.
F2: Includes 1,690 time-based Restricted Stock Units ("RSUs") of the Issuer that were outstanding at the Effective Time that were cancelled and converted into the right to receive the Per Share Merger Consideration for each such outstanding RSU as of the Effective Time.
Oak Street Health, Inc.
Report date May 02, 2023 · Filed May 02, 2023
Section 16 reporting ended · disclosed 2023-05-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, $0.001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-05-02 transaction · row 1
1 source rowRow 1 · 2023-05-02 · Disposition to issuer · Disposed 31,684 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 7, 2023 (the "Merger Agreement"), by and among the Issuer, CVS Pharmacy, Inc. ("Parent"), Halo Merger Sub Corp. ("Merger Sub") and, for the limited purposes set forth therein, CVS Health Corporation, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock that was issued and outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $39.00 per share in cash, without interest and subject to applicable tax withholdings (the "Per Share Price"). F2: (Continued from Footnote 1) The shares of the Issuer's common stock reported as disposed by the Reporting Person include vested restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically canceled and converted into the right to receive an amount in cash (without interest and subject to applicable tax withholdings) equal to the product of the Per Share Price multiplied by the number of shares of the Issuer's common stock subject to such RSUs as of immediately prior to the Effective Time. F3: The shares of the Issuer's common stock reported as disposed on this Form 4 reflects a correction to the Reporting Person's Form 4 filed on April 25, 2023, which incorrectly reported 50,912 shares of the Issuer's common stock as beneficially owned by the Reporting Person following the reported transaction instead of the correct amount of 31,684 shares of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 7, 2023 (the "Merger Agreement"), by and among the Issuer, CVS Pharmacy, Inc. ("Parent"), Halo Merger Sub Corp. ("Merger Sub") and, for the limited purposes set forth therein, CVS Health Corporation, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock that was issued and outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $39.00 per share in cash, without interest and subject to applicable tax withholdings (the "Per Share Price").
F2: (Continued from Footnote 1) The shares of the Issuer's common stock reported as disposed by the Reporting Person include vested restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically canceled and converted into the right to receive an amount in cash (without interest and subject to applicable tax withholdings) equal to the product of the Per Share Price multiplied by the number of shares of the Issuer's common stock subject to such RSUs as of immediately prior to the Effective Time.
F3: The shares of the Issuer's common stock reported as disposed on this Form 4 reflects a correction to the Reporting Person's Form 4 filed on April 25, 2023, which incorrectly reported 50,912 shares of the Issuer's common stock as beneficially owned by the Reporting Person following the reported transaction instead of the correct amount of 31,684 shares of the Issuer's common stock.
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 05, 2026 Filed Oct 7, 2026 20:17 UTC | Omada Health, Inc. OMDA · Entity 2364 | GrantCommon Stock | 549 | $0.00 | $0.00 |
DisclosureSEC source: 0001610717-26-000430 · form4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,514 F1 · shares: Represents restricted stock units ("RSUs") that were granted pursuant to the Issuer's Non-Employee Director Compensation Program (the "Program") in lieu of retainer fees. Each RSU represents the right to receive one (1) share of Common Stock, with settlement to take place either (i) on a date selected by the Reporting Person pursuant to the Program or (ii) as otherwise provided by the Program. Read SEC document |
| July 05, 2026 Filed Jul 7, 2026 23:26 UTC | Omada Health, Inc. OMDA · Entity 2364 | GrantCommon Stock | 649 | $0.00 | $0.00 |
DisclosureSEC source: 0001610717-26-000325 · form4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,965 F1 · shares: Represents restricted stock units ("RSUs") that were granted pursuant to the Issuer's Non-Employee Director Compensation Program (the "Program") in lieu of retainer fees. Each RSU represents the right to receive one (1) share of Common Stock, with settlement to take place either (i) on a date selected by the Reporting Person pursuant to the Program or (ii) as otherwise provided by the Program. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:21 UTC | Omada Health, Inc. OMDA · Entity 2364 | GrantCommon Stock | 10,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001610717-26-000251 · form4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,316 F1 · shares: Constitute restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 100% of the RSUs will fully vest on the earlier of (i) the first anniversary of the grant date or (ii) the date of the 2027 Annual Meeting of the Issuer's stockholders, subject to continued service through such vesting date. Read SEC document |
| April 29, 2026 Filed May 1, 2026 20:23 UTC | Claritev Corp CTEV · Entity 5238 | GrantClass A common stock | 8,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-029357 · wk-form4_1777667025.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,611 F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist. Read SEC document |
| April 05, 2026 Filed Apr 7, 2026 20:06 UTC | Omada Health, Inc. OMDA · Entity 2364 | GrantCommon Stock | 698 | $0.00 | $0.00 |
DisclosureSEC source: 0001610717-26-000141 · form4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,434 F1 · shares: Represents restricted stock units ("RSUs") that were granted pursuant to the Issuer's Non-Employee Director Compensation Program (the "Program") in lieu of retainer fees. Each RSU represents the right to receive one (1) share of Common Stock, with settlement to take place either (i) on a date selected by the Reporting Person pursuant to the Program or (ii) as otherwise provided by the Program. Read SEC document |
| August 14, 2025 Filed Aug 14, 2025 16:03 UTC | AMEDISYS INC AMED · Entity 16075 | Disposition to issuerCommon Stock | 16,031 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000896262-25-000087 · wk-form4_1755201793.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: On August 14, 2025, UnitedHealth Group Incorporated ("UnitedHealth Group") acquired Amedisys, Inc. (the "Issuer") pursuant to that certain Agreement and Plan of Merger dated as of June 26, 2023 (as modified by the waiver, dated December 26, 2024, the "Merger Agreement") by and among the Issuer, UnitedHealth Group and Aurora Holdings Merger Sub Inc., a wholly owned subsidiary of UnitedHealth Group ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of UnitedHealth Group. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.001 per share, of the Issuer (other than certain excluded shares) automatically converted into the right to receive $101 per share in cash (the "Per Share Merger Consideration"), without interest and less any applicable withholding tax. F2 · shares: Includes 1,690 time-based Restricted Stock Units ("RSUs") of the Issuer that were outstanding at the Effective Time that were cancelled and converted into the right to receive the Per Share Merger Consideration for each such outstanding RSU as of the Effective Time. F1 · price: On August 14, 2025, UnitedHealth Group Incorporated ("UnitedHealth Group") acquired Amedisys, Inc. (the "Issuer") pursuant to that certain Agreement and Plan of Merger dated as of June 26, 2023 (as modified by the waiver, dated December 26, 2024, the "Merger Agreement") by and among the Issuer, UnitedHealth Group and Aurora Holdings Merger Sub Inc., a wholly owned subsidiary of UnitedHealth Group ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of UnitedHealth Group. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.001 per share, of the Issuer (other than certain excluded shares) automatically converted into the right to receive $101 per share in cash (the "Per Share Merger Consideration"), without interest and less any applicable withholding tax. F2 · price: Includes 1,690 time-based Restricted Stock Units ("RSUs") of the Issuer that were outstanding at the Effective Time that were cancelled and converted into the right to receive the Per Share Merger Consideration for each such outstanding RSU as of the Effective Time. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 20:15 UTC | Omada Health, Inc. OMDA · Entity 2364 | GrantCommon Stock | 9,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001610717-25-000180 · form4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,736 F1 · shares: Constitute restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 100% of the RSUs will fully vest on the first anniversary of June 5, 2025. Read SEC document |
| May 03, 2025 Filed May 6, 2025 19:48 UTC | AMEDISYS INC AMED · Entity 16075 | GrantCommon Stock | 1,690 | $0.00 | $0.00 |
DisclosureSEC source: 0000896262-25-000039 · wk-form4_1746575281.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,031 F1 · shares: The Issuer awarded the Reporting Person 1,690 time-based Restricted Stock Units, each of which represents a contingent right to receive one share of the Issuer's common stock, and will vest 100% on May 3, 2026, predicated upon the Reporting Person's continued service as a non-employee member of the Issuer's Board of Directors through the vesting date. Read SEC document |
| April 30, 2025 Filed May 2, 2025 20:36 UTC | Claritev Corp CTEV · Entity 5238 | GrantClass A common stock | 7,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-25-000099 · wk-form4_1746218133.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,634 F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist. Read SEC document |
| May 03, 2024 Filed May 7, 2024 20:59 UTC | AMEDISYS INC AMED · Entity 16075 | GrantCommon Stock | 1,678 | $0.00 | $0.00 |
DisclosureSEC source: 0000896262-24-000024 · wk-form4_1715129933.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,341 F1 · shares: The Issuer awarded the Reporting Person 1,678 time-based Restricted Stock Units, each of which represents a contingent right to receive one share of the Issuer's common stock, and will vest 100% on May 3, 2025, predicated upon the Reporting Person's continued service as a non-employee member of the Issuer's Board of Directors through the vesting date. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 20:34 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 172,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-24-000065 · wk-form4_1714163650.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 331,171 F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 16:12 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | Disposition to issuerCommon Stock | 70,104 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-062948 · ownership.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 10,086 outstanding vested shares of restricted stock. F2 · price: Pursuant to the Agreement and Plan of Merger, dated September 5, 2023, by and among the Issuer, Next Holdco Co., LLC ("Next Holdco") and Next Merger Sub, Inc. ("Merger Sub"), the Issuer became a wholly owned subsidiary of Next Holdco upon consummation of the merger with Merger Sub on November 9, 2023 (the "Effective Time"). At the Effective Time: (a) each of the Issuer's outstanding shares of common stock, each outstanding restricted stock unit and each outstanding deferred stock unit was cancelled and automatically converted into the right to receive $23.95 in cash; (b) each of the Issuer's outstanding unexercised stock options, whether vested or unvested, was cancelled and converted into the right to receive $23.95 in cash less the applicable per share exercise price; and (c) each of the Issuer's outstanding performance stock units was cancelled and converted into the right to receive $23.95 F3 · price: (Continued from footnote 2) (with respect to the Issuer shares underlying the portion of such award which had vested), and, with respect to any portion of such award the vesting of which remained subject to achievement of performance objectives as of October 4, 2023, $23.95 for each Issuer share underlying the portion of the award that would vest as a result of the Merger in accordance with the terms and conditions of the applicable award agreement, which for the units granted in 2020 assumed performance achievement at the "maximum" level; for the units granted in 2021, assumed performance achievement above "target" with partial achievement of the next stock price hurdle; and for the units granted in 2022, assumed performance achievement at 140% of the "target" level. Read SEC document |
| August 22, 2023 Filed Aug 23, 2023 16:08 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GrantCommon Stock | 10,086 | $16.36 | $165,006.96 |
DisclosureSEC source: 0001209191-23-047027 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,104 Read SEC document |
| May 03, 2023 Filed May 5, 2023 21:22 UTC | AMEDISYS INC AMED · Entity 16075 | GrantCommon Stock | 1,941 | $0.00 | $0.00 |
DisclosureSEC source: 0000896262-23-000049 · wf-form4_168333613108228.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,663 F1 · shares: The Issuer awarded the Reporting Person 1,941 time-based Restricted Stock Units, each of which represents a contingent right to receive one share of the Issuer's common stock, and will vest 100% on May 3, 2024, predicated upon the Reporting Person's continued service as a non-employee member of the Issuer's Board of Directors through the vesting date. Read SEC document |
| May 02, 2023 Filed May 2, 2023 23:53 UTC | Oak Street Health, Inc. OSH · Entity 113906 | Disposition to issuerCommon stock, $0.001 par value | 31,684 | $39.00 | $1,235,676.00 |
DisclosureSEC source: 0000899243-23-012027 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to that certain Agreement and Plan of Merger, dated as of February 7, 2023 (the "Merger Agreement"), by and among the Issuer, CVS Pharmacy, Inc. ("Parent"), Halo Merger Sub Corp. ("Merger Sub") and, for the limited purposes set forth therein, CVS Health Corporation, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock that was issued and outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $39.00 per share in cash, without interest and subject to applicable tax withholdings (the "Per Share Price"). F2 · kind: (Continued from Footnote 1) The shares of the Issuer's common stock reported as disposed by the Reporting Person include vested restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically canceled and converted into the right to receive an amount in cash (without interest and subject to applicable tax withholdings) equal to the product of the Per Share Price multiplied by the number of shares of the Issuer's common stock subject to such RSUs as of immediately prior to the Effective Time. F3 · shares: The shares of the Issuer's common stock reported as disposed on this Form 4 reflects a correction to the Reporting Person's Form 4 filed on April 25, 2023, which incorrectly reported 50,912 shares of the Issuer's common stock as beneficially owned by the Reporting Person following the reported transaction instead of the correct amount of 31,684 shares of the Issuer's common stock. Read SEC document |
| April 26, 2023 Filed Apr 28, 2023 20:36 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 106,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-23-000066 · wf-form4_168271415852320.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,758 F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist. Read SEC document |
| April 23, 2023 Filed Apr 25, 2023 22:17 UTC | Oak Street Health, Inc. OSH · Entity 113906 | GrantCommon Stock, $0.001 par value | 5,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025613 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,912 F1 · kind: Represents Restricted Stock Units (RSUs) issued to the Reporting Person under the Oak Street Health, Inc. Omnibus Incentive Plan. These RSUs will vest the day immediately prior to the date of the next annual meeting of the stockholders of the Company occurring after the date of grant so long as the Reporting Person continues to serve on the Board through such date. Read SEC document |
| August 17, 2022 Filed Aug 18, 2022 16:49 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GrantCommon Stock | 9,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-046666 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,018 Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 16:37 UTC | AMEDISYS INC AMED · Entity 16075 | GrantCommon Stock | 1,304 | $0.00 | $0.00 |
DisclosureSEC source: 0000896262-22-000039 · wf-form4_165515263775792.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,722 F1 · shares: The Issuer awarded the Reporting Person 1,304 time-based Restricted Stock Units, each of which represents a contingent right to receive one share of the Issuer's common stock, and will vest 100% on June 9, 2023, predicated upon the Reporting Person's continued service as a non-employee member of the Issuer's Board of Directors through the vesting date. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 23:41 UTC | Oak Street Health, Inc. OSH · Entity 113906 | GrantCommon Stock, $0.001 par value | 10,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026086 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,724 F1 · kind: Represents Restricted Stock Units (RSUs) issued to the Reporting Person under the Oak Street Health, Inc. Omnibus Incentive Plan. These RSUs will vest upon the earlier of the (i) twelve-month anniversary of the grant date or (ii) the day immediately prior to the date of the next annual meeting of the Company's stockholders occurring after the date of grant so long as the Reporting Person continues to serve on the Board through such date. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 20:33 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 22,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-22-000055 · wf-form4_165117790681648.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,376 F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist. Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 22:00 UTC | Oak Street Health, Inc. OSH · Entity 113906 | GrantCommon stock, $0.001 par value | 4,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063402 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,351 F1 · kind: Represents Restricted Stock Units (RSUs) issued to the Reporting Person under the Oak Street Health, Inc. Omnibus Incentive Plan. These RSUs will vest the day immediately prior to the date of the next annual meeting of the stockholders of the Company occurring after the date of grant so long as the Reporting Person continues to serve on the Board through such date. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 16:52 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GrantCommon Stock | 11,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062946 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,535 Read SEC document |
| August 20, 2021 Filed Aug 23, 2021 20:34 UTC | Claritev Corp MPLN · Entity 5238 | PurchaseClass A common stock | 12,000 | $6.00 | $71,956.80 |
DisclosureSEC source: 0001793229-21-000078 · wf-form4_162975084371607.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,105 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.98 to $6.00, inclusive. The reporting person undertakes to provide to MultiPlan Corporation, any security holder of MultiPlan Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 17:55 UTC | AMEDISYS INC AMED · Entity 16075 | GrantCommon Stock | 574 | $0.00 | $0.00 |
DisclosureSEC source: 0000896262-21-000089 · wf-form4_162336212226466.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,418 F1 · shares: The Issuer awarded the Reporting Person 574 time-based Restricted Stock Units, each of which represents a contingent right to receive one share of the Issuer's common stock, and will vest 100% on June 8, 2022, predicated upon the Reporting Person's continued service as a non-employee member of the Issuer's Board of Directors through the vesting date. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 20:55 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 11,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-21-000031 · wf-form4_162258092315448.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,105 F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 01:49 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 6,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-139946 · tm2039364-3_4seq1.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,382 F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist. Read SEC document |
| August 18, 2020 Filed Aug 19, 2020 16:32 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GrantCommon Stock | 11,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047500 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,076 Read SEC document |
| August 10, 2020 Filed Aug 13, 2020 01:25 UTC | Oak Street Health, Inc. ?OSH? · Entity 113906 | GrantCommon stock, $0.001 par value | 9,524 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-022238 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,524 Read SEC document |
| August 10, 2020 Filed Sep 2, 2020 00:34 UTC Amendment | Oak Street Health, Inc. "OSH" · Entity 113906 | PurchaseCommon stock, $0.001 par value | 2,380 | $21.00 | $49,980.00 |
DisclosureSEC source: 0000899243-20-023798 · doc4a.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,904 F1 · kind: Represents shares purchased in the Issuer's directed share program upon the closing of the Issuer's initial public offering, which closed on August 10, 2020. These shares were omitted from the Reporting Person's previous form 4. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 21:01 UTC | AMEDISYS INC AMED · Entity 16075 | GrantCommon Stock | 851 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-016245 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,844 F1 · shares: The Issuer awarded the Reporting Person 851 time-based Restricted Stock Units, each of which represents a contingent right to receive one share of the Issuer's common stock, and will vest 100% on June 9, 2021, predicated upon the Reporting Person's continued service as a non-employee member of the Issuer's Board of Directors through the vesting date. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 21:02 UTC | AMEDISYS INC AMED · Entity 16075 | SaleCommon Stock | 38 | $178.66 | $6,789.17 |
DisclosureSEC source: 0000899243-20-010267 · doc4.xml · nonDerivative · entry 2 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,993 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 21:02 UTC | AMEDISYS INC AMED · Entity 16075 | SaleCommon Stock | 212 | $178.64 | $37,871.02 |
DisclosureSEC source: 0000899243-20-010267 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,031 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 21:01 UTC | AMEDISYS INC AMED · Entity 16075 | SaleCommon Stock | 35 | $166.38 | $5,823.30 |
DisclosureSEC source: 0000899243-20-000656 · doc4.xml · nonDerivative · entry 3 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,243 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.04 to $167.02, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (4) to this Form 4. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 21:01 UTC | AMEDISYS INC AMED · Entity 16075 | SaleCommon Stock | 97 | $164.44 | $15,950.68 |
DisclosureSEC source: 0000899243-20-000656 · doc4.xml · nonDerivative · entry 2 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,278 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $164.325 to $164.61, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3) to this Form 4. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 21:01 UTC | AMEDISYS INC AMED · Entity 16075 | SaleCommon Stock | 118 | $163.55 | $19,298.90 |
DisclosureSEC source: 0000899243-20-000656 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,375 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted 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 $163.295 to $164.24, inclusive. The reporting person undertakes to provide to Amedisys, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 17:51 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GrantCommon Stock | 11,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-046388 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,239 Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 21:00 UTC | AMEDISYS INC AMED · Entity 16075 | GrantCommon Stock | 1,297 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-016566 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,493 F1 · shares: The shares reported are subject to time-based vesting conditions and will vest 100% on June 7, 2020, predicated upon the Reporting Person's continued service as a non-employee member of the Issuer's Board of Directors through the vesting date. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 17:06 UTC | NEXTGEN HEALTHCARE, INC. QSII · Entity 108396 | GrantCommon Stock | 6,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-046850 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,820 Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 20:02 UTC | AMEDISYS INC AMED · Entity 16075 | GrantCommon Stock | 1,863 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-015822 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,196 F1 · shares: The shares reported are subject to time-based vesting conditions and will vest 100% on June 6, 2019, predicated upon the Reporting Person's continued service as a non-employee member of the Issuer's Board of Directors through the vesting date. Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 20:35 UTC | NEXTGEN HEALTHCARE, INC. QSII · Entity 108396 | GrantCommon Stock | 9,189 | $0.00 | $0.00 |
DisclosureSEC source: 0000708818-17-000034 · wf-form4_150353490890981.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,189 Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 19:00 UTC | AMEDISYS INC AMED · Entity 16075 | GrantCommon Stock | 2,394 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-016129 · doc4.xml · nonDerivative · entry 1 Klapstein Julie D · CIK 0001518668 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,333 F1 · shares: The shares reported are subject to time-based vesting conditions and will vest 100% on June 8, 2018, predicated upon the Reporting Person's continued service as a non-employee member of the Issuer's Board of Directors through the 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.