Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cencora, Inc.COR · Entity 2994 | Executive Vice President | June 30, 2026 | July 07, 2026 |
| agilon health, inc.AGL · Entity 4698 | Director | June 02, 2026 | June 05, 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.
Cencora, Inc.
Report date June 30, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,624.012 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 58.204 · Balance 23,624.012 F1: Purchase of common stock through the Employee Stock Purchase Plan exempt under Rule 16b-3(c) and Rule 16b-3(d). |
Filing footnotes · ownership attribution and instrument terms
F1: Purchase of common stock through the Employee Stock Purchase Plan exempt under Rule 16b-3(c) and Rule 16b-3(d).
agilon health, inc.
Report date June 02, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,926 |
Reported balance
After 2026-06-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-02 · Grant · Acquired 2,133 · Balance 7,926 F1: Restricted stock units that vest in full on June 2, 2027, subject to continued service as a director. F2: The amount of securities beneficially owned following the reported transaction reflects the 1 for 25 reverse stock split of the Issuer's issued and outstanding common stock effective March 30, 2026. F3: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units that vest in full on June 2, 2027, subject to continued service as a director.
F2: The amount of securities beneficially owned following the reported transaction reflects the 1 for 25 reverse stock split of the Issuer's issued and outstanding common stock effective March 30, 2026.
F3: Includes restricted stock units.
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 |
|---|---|---|---|---|---|---|
| August 06, 2021 Filed Aug 9, 2021 20:06 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 4,515 | $86.09 | $388,696.35 |
DisclosureSEC source: 0001127602-21-023335 · form4.xml · nonDerivative · entry 1 Battaglia Silvana · CIK 0001774724 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,019.8554 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2021 Filed Jul 13, 2021 20:01 UTC | Cencora, Inc. ABC · Entity 2994 | GrantCommon Stock | 112.0062 | $97.32 | $10,900.11 |
DisclosureSEC source: 0001127602-21-021859 · form4.xml · nonDerivative · entry 1 Battaglia Silvana · CIK 0001774724 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504.8554 F1 · shares: Purchase of common stock through the Employee Stock Purchase Plan exempt under Rule 16b-3(c). F2 · balance_after: The share amounts correct previously misstated totals. Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 21:19 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 3,633 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-010079 · form4.xml · derivative · entry 1 Battaglia Silvana · CIK 0001774724 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,633 Underlying: Common Stock · 3,633 shares Expires not disclosed F1 · derivative.exercise_price: Grant of restricted stock units received for no consideration that vest in three equal annual installments on March 9, 2022, March 9, 2023, and March 9, 2024. F1 · price: Grant of restricted stock units received for no consideration that vest in three equal annual installments on March 9, 2022, March 9, 2023, and March 9, 2024. F1 · derivative.exercise_date: Grant of restricted stock units received for no consideration that vest in three equal annual installments on March 9, 2022, March 9, 2023, and March 9, 2024. F1 · derivative.expiration_date: Grant of restricted stock units received for no consideration that vest in three equal annual installments on March 9, 2022, March 9, 2023, and March 9, 2024. Read SEC document |
| December 31, 2020 Filed Jan 7, 2021 21:08 UTC | Cencora, Inc. ABC · Entity 2994 | GrantCommon Stock | 128.1642 | $83.10 | $10,649.93 |
DisclosureSEC source: 0001127602-21-001195 · form4.xml · nonDerivative · entry 1 Battaglia Silvana · CIK 0001774724 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396.8492 F1 · shares: Purchase of common stock through the Employee Stock Purchase Plan exempt under Rule 16b-3(c). Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:35 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 4,361 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-028805 · form4.xml · derivative · entry 1 Battaglia Silvana · CIK 0001774724 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,361 Underlying: Common Stock · 4,361 shares Expires not disclosed F1 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration that vest in three equal annual installments on November 10, 2021, 2022, and 2023, respectively. F1 · price: Annual grant of restricted stock units received for no consideration that vest in three equal annual installments on November 10, 2021, 2022, and 2023, respectively. F1 · derivative.exercise_date: Annual grant of restricted stock units received for no consideration that vest in three equal annual installments on November 10, 2021, 2022, and 2023, respectively. F1 · derivative.expiration_date: Annual grant of restricted stock units received for no consideration that vest in three equal annual installments on November 10, 2021, 2022, and 2023, respectively. Read SEC document |
| June 30, 2020 Filed Jul 10, 2020 19:28 UTC | Cencora, Inc. ABC · Entity 2994 | GrantCommon Stock | 127.753 | $86.66 | $11,070.44 |
DisclosureSEC source: 0001127602-20-021324 · form4.xml · nonDerivative · entry 1 Battaglia Silvana · CIK 0001774724 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268.685 F1 · shares: Purchase of common stock through the Employee Stock Purchase Plan exempt under Rule 16b-3(c). Read SEC document |
| December 31, 2019 Filed Jan 31, 2020 21:05 UTC | Cencora, Inc. ABC · Entity 2994 | GrantCommon Stock | 140.932 | $72.27 | $10,184.73 |
DisclosureSEC source: 0001127602-20-002880 · form4.xml · nonDerivative · entry 1 Battaglia Silvana · CIK 0001774724 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140.932 F1 · shares: Purchase of common stock through the Employee Stock Purchase Plan exempt under Rule 16b-3(c). Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 21:54 UTC | Cencora, Inc. ABC · Entity 2994 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 18,062 | $86.09 Strike: $86.09 | $1,554,957.58 |
DisclosureSEC source: 0001127602-19-032868 · form4.xml · derivative · entry 2 Battaglia Silvana · CIK 0001774724 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,062 Underlying: Common Stock · 18,062 shares Expires 2026-11-13 F3 · derivative.exercise_date: Exercisable in four equal annual installments on 11/13/20, 11/13/21, 11/13/22 and 11/13/23. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 21:54 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 2,324 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-032868 · form4.xml · derivative · entry 1 Battaglia Silvana · CIK 0001774724 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,324 Underlying: Common Stock · 2,324 shares Expires 2026-11-13 F1 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant 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.