Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolent Health, Inc.EVH · Entity 5492 | General Counsel | 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 | 287,567 |
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 43,055 · Balance 287,567 F1: Represents restricted stock units granted to Mr. Weinberg 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 | 284,917 |
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 2,650 · Balance 284,917 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. Weinberg 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 |
|---|---|---|---|---|---|---|
| May 04, 2021 Filed May 6, 2021 22:03 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 20,000 | $21.37 | $427,400.00 |
DisclosureSEC source: 0001628908-21-000056 · wf-form4_162033855200883.xml · nonDerivative · entry 2 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,775 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 March 5, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.18 to $21.58, 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. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| May 04, 2021 Filed May 6, 2021 22:03 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 20,000 | $3.84 | $76,800.00 |
DisclosureSEC source: 0001628908-21-000056 · wf-form4_162033855200883.xml · nonDerivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,775 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. 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 March 5, 2021. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 01:42 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-21-000030 · wf-form4_161482215883136.xml · nonDerivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,775 F1 · security: Represents restricted stock units granted to Mr. Weinberg pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 25% annually beginning March 1, 2022. F3 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 05, 2020 Filed Aug 8, 2020 00:51 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001642833-20-000003 · wf-form4_159684779432926.xml · derivative · entry 3 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,431 Underlying: Class A Common Stock · 10,000 shares Expires 2024-04-01 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2020. F4 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2017. Read SEC document |
| August 05, 2020 Filed Aug 8, 2020 00:51 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 10,000 | $13.01 | $130,100.00 |
DisclosureSEC source: 0001642833-20-000003 · wf-form4_159684779432926.xml · nonDerivative · entry 2 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,775 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.000 to $13.015, 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 F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 05, 2020 Filed Aug 8, 2020 00:51 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 10,000 | $3.84 | $38,400.00 |
DisclosureSEC source: 0001642833-20-000003 · wf-form4_159684779432926.xml · nonDerivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,775 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2020. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:59 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000039 · wf-form4_158335916664139.xml · nonDerivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,775 F1 · security: Represents restricted stock units granted to Mr. Weinberg pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 25% annually beginning March 2,2021. F3 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:23 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantLeveraged Restricted Stock Unit · Derivative | 35,016 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000009 · primary_doc.xml · derivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,016 Underlying: Class A Common Stock · 35,016 shares Expires not disclosed F1 · shares: Each leveraged stock unit ("LSU") represents the contingent right to receive, upon vesting, between 0% and 200% of one share of the Issuer's Class A common stock, subject to the level of achievement of applicable performance conditions. The resulting number of shares acquired upon vesting of the LSUs, if any, is based on the cumulative performance of the Issuer's Class A common stock. F2 · derivative.exercise_date: These LSUs vest on March 2, 2022. F3 · derivative.expiration_date: These LSUs do not expire. F1 · derivative.underlying_shares: Each leveraged stock unit ("LSU") represents the contingent right to receive, upon vesting, between 0% and 200% of one share of the Issuer's Class A common stock, subject to the level of achievement of applicable performance conditions. The resulting number of shares acquired upon vesting of the LSUs, if any, is based on the cumulative performance of the Issuer's Class A common stock. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 21:04 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option(Right to buy) · Derivative | 15,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001628908-18-000071 · primary_doc.xml · derivative · entry 3 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,431 Underlying: Class A Common Stock · 15,000 shares Expires 2024-04-01 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2018. F4 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2016 and February 1, 2017. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 21:04 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 15,000 | $27.12 | $406,800.00 |
DisclosureSEC source: 0001628908-18-000071 · primary_doc.xml · nonDerivative · entry 2 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,775 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2018. F3 · price: The price reported in Column 4 is as weighted average. These shares were sold in multiple transactions at prices ranging from $27.00-$27.50, 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. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 21:04 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 15,000 | $3.84 | $57,600.00 |
DisclosureSEC source: 0001628908-18-000071 · primary_doc.xml · nonDerivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,775 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2018. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| May 22, 2018 Filed May 24, 2018 20:50 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Options (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001628908-18-000035 · primary_doc.xml · derivative · entry 3 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,431 Underlying: Class A Common Stock · 15,000 shares Expires 2024-04-01 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2018. F4 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2016. Read SEC document |
| May 22, 2018 Filed May 24, 2018 20:50 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 15,000 | $20.02 | $300,300.00 |
DisclosureSEC source: 0001628908-18-000035 · primary_doc.xml · nonDerivative · entry 2 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,775 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2018. F3 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $20.00-$20.05, 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. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| May 22, 2018 Filed May 24, 2018 20:50 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 15,000 | $3.84 | $57,600.00 |
DisclosureSEC source: 0001628908-18-000035 · primary_doc.xml · nonDerivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,775 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2018. F2 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:24 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock Option (right to buy) · Derivative | 25,253 | $0.00 Strike: $13.95 | $0.00 |
DisclosureSEC source: 0001628908-18-000006 · primary_doc.xml · derivative · entry 2 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,253 Underlying: Class A Common Stock · 25,253 shares Expires 2028-02-01 F4 · derivative.exercise_date: Securities vest at a rate of 25% annually beginning February 1, 2019. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:24 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 10,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-18-000006 · primary_doc.xml · nonDerivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,775 F1 · security: Represents restricted stock units granted to Mr. Weinberg pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 25% annually beginning February 1, 2019. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| May 19, 2017 Filed May 23, 2017 22:19 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 17,230 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0000950157-17-000718 · form4.xml · derivative · entry 3 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,431 Underlying: Class A Common Stock · 17,230 shares Expires 2024-04-01 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. F2 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2015. Read SEC document |
| May 19, 2017 Filed May 23, 2017 22:19 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 17,230 | $24.30 | $418,689.00 |
DisclosureSEC source: 0000950157-17-000718 · form4.xml · nonDerivative · entry 2 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,022 F1 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| May 19, 2017 Filed May 23, 2017 22:19 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 17,230 | $3.84 | $66,163.20 |
DisclosureSEC source: 0000950157-17-000718 · form4.xml · nonDerivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,252 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. F1 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| May 03, 2017 Filed May 5, 2017 20:57 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001642833-17-000001 · primary_doc.xml · derivative · entry 3 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,661 Underlying: Class A Common Stock · 15,000 shares Expires 2024-04-01 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 3, 2017. F3 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2015. One fourth of the Class A Common Stock Options granted to the reporting person on April 1, 2014 vested on February 1, 2015; the balance vested or vests in equal installments annually over the following three years. Read SEC document |
| May 03, 2017 Filed May 5, 2017 20:57 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 15,000 | $23.85 | $357,750.00 |
DisclosureSEC source: 0001642833-17-000001 · primary_doc.xml · nonDerivative · entry 2 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,385 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 3, 2017. F2 · price: The price reported in Column 4 is a weighted average. These shares were sold in multiple transactions at prices ranging from $23.85-$23.875, 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 |
| May 03, 2017 Filed May 5, 2017 20:57 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 15,000 | $3.84 | $57,600.00 |
DisclosureSEC source: 0001642833-17-000001 · primary_doc.xml · nonDerivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,385 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 3, 2017. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:38 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock Option (right to buy) · Derivative | 12,255 | $0.00 Strike: $18.25 | $0.00 |
DisclosureSEC source: 0000950157-17-000200 · form4.xml · derivative · entry 2 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,255 Underlying: Class A Common Stock · 12,255 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 00:38 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 5,479 | $0.00 | $0.00 |
DisclosureSEC source: 0000950157-17-000200 · form4.xml · nonDerivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,385 F1 · security: Represents restricted stock units granted to Mr. Weinberg 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 |
| September 14, 2016 Filed Sep 15, 2016 20:55 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock Options (right to buy) · Derivative | 10,339 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0000950157-16-002180 · form4.xml · derivative · entry 3 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,661 Underlying: Class A Common Stock · 10,339 shares Expires 2024-04-01 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. F2 · derivative.exercise_date: The Class A Common Stock Options exercised vested on February 1, 2015. One fourth of the Class A Common Stock Options granted to the reporting person on April 1, 2014 vested on February 1, 2015; the balance vested or vests in equal installments annually over the following three years. Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 20:55 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 10,339 | $21.54 | $222,702.06 |
DisclosureSEC source: 0000950157-16-002180 · form4.xml · nonDerivative · entry 2 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,906 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 |
| September 14, 2016 Filed Sep 15, 2016 20:55 UTC | Evolent Health, Inc. EVH · Entity 5492 | Exercise / conversionClass A Common Stock | 10,339 | $3.84 | $39,701.76 |
DisclosureSEC source: 0000950157-16-002180 · form4.xml · nonDerivative · entry 1 Weinberg Jonathan · CIK 0001642833 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,245 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.