Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| P3 Health Partners Inc.PIII · Entity 4562 | 10% owner | May 24, 2024 | June 26, 2024 |
| PACS Group, Inc.PACS · Entity 2590 | Director | July 01, 2026 | July 06, 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.
P3 Health Partners Inc.
Report date May 24, 2024 · Filed June 26, 2024
Jointly reported with LEAVITT LEGACY, LLC, Leavitt Equity Partners II, L.P., Leavitt Equity Partners II, LLC, Leavitt Equity Partners III, L.P., Leavitt Equity Partners III, LLC, LEP Management LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Leavitt Equity Partners III, L.P. | 16,919,024 |
Reported balance
After 2024-05-24 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2024-05-24 · Purchase · Acquired 7,974,481 · Balance 16,919,024 F1: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner. |
| WarrantSEC Table II · derivative / convertible security · Conversion / exercise price $0.50 · Expires 2031-05-24 | IndirectBy Leavitt Equity Partners III, L.P. | 7,974,481 |
Reported balance
After 2024-05-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-05-24 · Purchase · Acquired 7,974,481 · Balance 7,974,481 F1: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner. F2: Exercisable Immediately. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Leavitt Equity Partners II, L.P. | 894,454 |
Reported balance
Holding disclosure · report date 2024-05-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 894,454 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner.
F2: Exercisable Immediately.
PACS Group, Inc.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,784 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 4,287 · Balance 19,784 F1: Represents 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 vest on the earlier to occur of (i) July 1, 2027 and (ii) the date of the next annual meeting following the grant date, subject to the Reporting Person's continued service to the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 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 vest on the earlier to occur of (i) July 1, 2027 and (ii) the date of the next annual meeting following the grant date, subject to the Reporting Person's continued service to the Issuer.
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 |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 6, 2026 22:49 UTC | PACS Group, Inc. PACS · Entity 2590 | GrantCommon Stock | 4,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001943539-26-000004 · wk-form4_1783378174.xml · nonDerivative · entry 1 LEAVITT TAYLOR S. · CIK 0001943539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,784 F1 · shares: Represents 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 vest on the earlier to occur of (i) July 1, 2027 and (ii) the date of the next annual meeting following the grant date, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 20:00 UTC | PACS Group, Inc. PACS · Entity 2590 | GrantCommon Stock | 4,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001943539-26-000002 · wk-form4_1781294419.xml · nonDerivative · entry 1 LEAVITT TAYLOR S. · CIK 0001943539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,497 F1 · shares: Represents 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 vest on the earlier to occur of (i) June 10, 2027 and (ii) the date of the next annual meeting following the grant date, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| December 19, 2025 Filed Dec 19, 2025 22:11 UTC | PACS Group, Inc. PACS · Entity 2590 | GrantCommon Stock | 4,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001943539-25-000004 · wk-form4_1766182310.xml · nonDerivative · entry 1 LEAVITT TAYLOR S. · CIK 0001943539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,837 F1 · shares: Represents 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 vest on the earlier to occur of (i) December 19, 2026 and (ii) the date of the next annual meeting following the grant date, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| May 24, 2024 Filed Jun 26, 2024 16:30 UTC | P3 Health Partners Inc. PIII · Entity 4562 | PurchaseWarrant · Derivative | 7,974,481 | Not disclosed Strike: $0.50 | Not disclosed |
DisclosureSEC source: 0000950170-24-077900 · ownership.xml · derivative · entry 3 LEAVITT LEGACY, LLC · CIK 0001943292 · 10% owner Leavitt Equity Partners II, L.P. · CIK 0001720920 · 10% owner Leavitt Equity Partners II, LLC · CIK 0001943295 · 10% owner Leavitt Equity Partners III, L.P. · CIK 0001883023 · 10% owner Leavitt Equity Partners III, LLC · CIK 0001974289 · 10% owner LEP Management LLC · CIK 0001943311 · 10% owner LEAVITT TAYLOR S. · CIK 0001943539 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Leavitt Equity Partners III, L.P. Disclosed balance after: 7,974,481 Underlying: Class A Common Stock · 7,974,481 shares Expires 2031-05-24 F1 · shares: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner. F1 · price: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner. F2 · derivative.exercise_date: Exercisable Immediately. Read SEC document |
| May 24, 2024 Filed Jun 26, 2024 16:30 UTC | P3 Health Partners Inc. PIII · Entity 4562 | PurchaseClass A Common Stock | 7,974,481 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-077900 · ownership.xml · nonDerivative · entry 1 LEAVITT LEGACY, LLC · CIK 0001943292 · 10% owner Leavitt Equity Partners II, L.P. · CIK 0001720920 · 10% owner Leavitt Equity Partners II, LLC · CIK 0001943295 · 10% owner Leavitt Equity Partners III, L.P. · CIK 0001883023 · 10% owner Leavitt Equity Partners III, LLC · CIK 0001974289 · 10% owner LEP Management LLC · CIK 0001943311 · 10% owner LEAVITT TAYLOR S. · CIK 0001943539 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Leavitt Equity Partners III, L.P. Disclosed balance after: 16,919,024 F1 · shares: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner. F1 · price: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner. Read SEC document |
| May 09, 2024 Filed May 13, 2024 21:33 UTC | PACS Group, Inc. PACS · Entity 2590 | GrantCommon Stock | 6,438 | $0.00 | $0.00 |
DisclosureSEC source: 0002001184-24-000018 · wk-form4_1715635973.xml · nonDerivative · entry 1 LEAVITT TAYLOR S. · CIK 0001943539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,438 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 shall vest on May 9, 2025, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| April 06, 2023 Filed Apr 19, 2023 16:10 UTC | P3 Health Partners Inc. PIII · Entity 4562 | GrantWarrant · Derivative | 670,841 | Not disclosed Strike: $1.13 | Not disclosed |
DisclosureSEC source: 0000899243-23-011451 · doc4.xml · derivative · entry 5 LEAVITT LEGACY, LLC · CIK 0001943292 · 10% owner Leavitt Equity Partners II, L.P. · CIK 0001720920 · 10% owner Leavitt Equity Partners II, LLC · CIK 0001943295 · 10% owner Leavitt Equity Partners III, L.P. · CIK 0001883023 · 10% owner Leavitt Equity Partners III, LLC · CIK 0001974289 · 10% owner · See Remarks LEP Management LLC · CIK 0001943311 · 10% owner LEAVITT TAYLOR S. · CIK 0001943539 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Leavitt Equity Partners II, L.P. Disclosed balance after: 670,841 Underlying: Class A Common Stock · 670,841 shares Expires 2028-04-05 F2 · shares: The reported securities were issued in connection with the Issuer's sale of 894,454 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. F2 · price: The reported securities were issued in connection with the Issuer's sale of 894,454 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. F3 · derivative.exercise_date: Exercisable Immediately. Read SEC document |
| April 06, 2023 Filed Apr 19, 2023 16:10 UTC | P3 Health Partners Inc. PIII · Entity 4562 | GrantWarrant · Derivative | 6,708,407 | Not disclosed Strike: $1.13 | Not disclosed |
DisclosureSEC source: 0000899243-23-011451 · doc4.xml · derivative · entry 4 LEAVITT LEGACY, LLC · CIK 0001943292 · 10% owner Leavitt Equity Partners II, L.P. · CIK 0001720920 · 10% owner Leavitt Equity Partners II, LLC · CIK 0001943295 · 10% owner Leavitt Equity Partners III, L.P. · CIK 0001883023 · 10% owner Leavitt Equity Partners III, LLC · CIK 0001974289 · 10% owner · See Remarks LEP Management LLC · CIK 0001943311 · 10% owner LEAVITT TAYLOR S. · CIK 0001943539 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Leavitt Equity Partners III, L.P. Disclosed balance after: 6,708,407 Underlying: Class A Common Stock · 6,708,407 shares Expires 2028-04-05 F1 · shares: The reported securities were issued in connection with the Issuer's sale of 8,944,543 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. F1 · price: The reported securities were issued in connection with the Issuer's sale of 8,944,543 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. F3 · derivative.exercise_date: Exercisable Immediately. Read SEC document |
| April 06, 2023 Filed Apr 19, 2023 16:10 UTC | P3 Health Partners Inc. PIII · Entity 4562 | GrantClass A Common Stock | 894,454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-011451 · doc4.xml · nonDerivative · entry 2 LEAVITT LEGACY, LLC · CIK 0001943292 · 10% owner Leavitt Equity Partners II, L.P. · CIK 0001720920 · 10% owner Leavitt Equity Partners II, LLC · CIK 0001943295 · 10% owner Leavitt Equity Partners III, L.P. · CIK 0001883023 · 10% owner Leavitt Equity Partners III, LLC · CIK 0001974289 · 10% owner · See Remarks LEP Management LLC · CIK 0001943311 · 10% owner LEAVITT TAYLOR S. · CIK 0001943539 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Leavitt Equity Partners II, L.P. Disclosed balance after: 894,454 F2 · shares: The reported securities were issued in connection with the Issuer's sale of 894,454 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. F2 · price: The reported securities were issued in connection with the Issuer's sale of 894,454 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. Read SEC document |
| April 06, 2023 Filed Apr 19, 2023 16:10 UTC | P3 Health Partners Inc. PIII · Entity 4562 | GrantClass A Common Stock | 8,944,543 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-011451 · doc4.xml · nonDerivative · entry 1 LEAVITT LEGACY, LLC · CIK 0001943292 · 10% owner Leavitt Equity Partners II, L.P. · CIK 0001720920 · 10% owner Leavitt Equity Partners II, LLC · CIK 0001943295 · 10% owner Leavitt Equity Partners III, L.P. · CIK 0001883023 · 10% owner Leavitt Equity Partners III, LLC · CIK 0001974289 · 10% owner · See Remarks LEP Management LLC · CIK 0001943311 · 10% owner LEAVITT TAYLOR S. · CIK 0001943539 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Leavitt Equity Partners III, L.P. Disclosed balance after: 8,944,543 F1 · shares: The reported securities were issued in connection with the Issuer's sale of 8,944,543 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. F1 · price: The reported securities were issued in connection with the Issuer's sale of 8,944,543 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. 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.