Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolent Health, Inc.EVH · Entity 5492 | Director · Chief Executive Officer | 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.
Evolent Health, Inc.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,283,064 |
Reported balance
After 2026-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 446,102 · Balance 1,283,064 F1: Represents restricted stock units granted to Mr. Blackley pursuant to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2: Represents a portion of the award approved by the Compensation Committee of the Company's Board of Directors as part of the annual award cycle. The first portion of the award was granted on March 2, 2026, and this portion of the award was granted on July 1, 2026, following the issuance of additional shares under the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. The Company's shareholders approved the issuance of additional shares under the Amended and Restated 2015 Omnibus Incentive Compensation Plan on June 4, 2026, at the Company's Annual Meeting. F3: Securities vest at a rate of 34% on July 1, 2027, and 33% on July 1, 2028, and July 1, 2029. F4: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,272,767 |
Reported balance
After 2026-07-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-07-01 · Tax withholding · Disposed 10,297 · Balance 1,272,767 F5: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. F4: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted to Mr. Blackley pursuant to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.
F2: Represents a portion of the award approved by the Compensation Committee of the Company's Board of Directors as part of the annual award cycle. The first portion of the award was granted on March 2, 2026, and this portion of the award was granted on July 1, 2026, following the issuance of additional shares under the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. The Company's shareholders approved the issuance of additional shares under the Amended and Restated 2015 Omnibus Incentive Compensation Plan on June 4, 2026, at the Company's Annual Meeting.
F3: Securities vest at a rate of 34% on July 1, 2027, and 33% on July 1, 2028, and July 1, 2029.
F4: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission.
F5: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of 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 |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 3, 2017 22:07 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 4,100 | $21.13 | $86,633.00 |
DisclosureSEC source: 0001643346-17-000004 · primary_doc.xml · nonDerivative · entry 3 Blackley Seth · CIK 0001643346 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 835,944 F1 · kind: The sales reported in Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2016. F4 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $20.875-$21.45, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:07 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 2,800 | $20.60 | $57,680.00 |
DisclosureSEC source: 0001643346-17-000004 · primary_doc.xml · nonDerivative · entry 2 Blackley Seth · CIK 0001643346 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 840,044 F1 · kind: The sales reported in Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2016. F3 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $20.225-$20.85, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate prices within the range set forth in this footnote. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:07 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 8,100 | $20.04 | $162,324.00 |
DisclosureSEC source: 0001643346-17-000004 · primary_doc.xml · nonDerivative · entry 1 Blackley Seth · CIK 0001643346 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 842,844 F1 · kind: The sales reported in Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2016. F2 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $19.60-$20.20, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., 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 range set forth in this footnote. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:53 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 15,000 | $19.16 | $287,400.00 |
DisclosureSEC source: 0001643346-17-000003 · primary_doc.xml · nonDerivative · entry 1 Blackley Seth · CIK 0001643346 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 850,944 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2016. F2 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $18.55-$19.45, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., 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 range set forth in this footnote. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:36 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock Option (right to buy) · Derivative | 91,912 | $0.00 Strike: $18.25 | $0.00 |
DisclosureSEC source: 0000950157-17-000197 · form4.xml · derivative · entry 2 Blackley Seth · CIK 0001643346 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,912 Underlying: Class A Common Stock · 91,912 shares Expires 2027-02-01 F3 · derivative.exercise_date: Securities vest at a rate of 25% annually beginning February 1, 2018. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:36 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 41,096 | $0.00 | $0.00 |
DisclosureSEC source: 0000950157-17-000197 · form4.xml · nonDerivative · entry 1 Blackley Seth · CIK 0001643346 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 865,944 F1 · security: Represents restricted stock units granted to Mr. Blackley pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation plan. F2 · shares: Securities vest at a rate of 25% annually beginning February 1, 2018. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:22 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 15,000 | $17.58 | $263,700.00 |
DisclosureSEC source: 0001643346-17-000002 · primary_doc.xml · nonDerivative · entry 1 Blackley Seth · CIK 0001643346 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 824,848 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2016. F2 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $17.375-$18.05, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., 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 range set forth in this footnote. Read SEC document |
| January 17, 2017 Filed Jan 17, 2017 22:56 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 15,000 | $18.94 | $284,100.00 |
DisclosureSEC source: 0001643346-17-000001 · primary_doc.xml · nonDerivative · entry 2 Blackley Seth · CIK 0001643346 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 839,848 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2016. F3 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $18.55-$19.00, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., 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 range set forth in this footnote. Read SEC document |
| January 12, 2017 Filed Jan 17, 2017 22:56 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 15,000 | $17.02 | $255,300.00 |
DisclosureSEC source: 0001643346-17-000001 · primary_doc.xml · nonDerivative · entry 1 Blackley Seth · CIK 0001643346 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 854,848 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2016. F2 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $17.00-$17.20, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., 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 range set forth in this footnote. Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 20:47 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 167,672 | $21.54 | $3,611,654.88 |
DisclosureSEC source: 0000950157-16-002175 · form4.xml · nonDerivative · entry 1 Blackley Seth · CIK 0001643346 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 869,848 F1 · price: The price of $21.54 represents the public offering price of $22.50 per share of Class A Common Stock less the underwriters' discount of $0.96 per share. 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.