Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolent Health, Inc.EVH · Entity 5492 | Chief Accounting 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 | 95,637 |
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 28,790 · Balance 95,637 F1: Represents restricted stock units granted to Mr. Shams 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted to Mr. Shams 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.
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 20:09 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 28,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-26-000066 · wk-form4_1783368567.xml · nonDerivative · entry 1 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,637 F1 · security: Represents restricted stock units granted to Mr. Shams pursuant to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: 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 · shares: Securities vest at a rate of 34% on July 1, 2027, and 33% on July 1, 2028, and July 1, 2029. F4 · 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 03, 2026 Filed Mar 4, 2026 22:48 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 4,311 | $3.51 | $15,131.61 |
DisclosureSEC source: 0001628908-26-000019 · wk-form4_1772664508.xml · nonDerivative · entry 4 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,847 F1 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. 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 02, 2026 Filed Mar 4, 2026 22:48 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantPerformance-Based Share Unit · Derivative | 55,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-26-000019 · wk-form4_1772664508.xml · derivative · entry 5 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,173 Underlying: Class A Common Stock · 55,173 shares Expires 2029-02-28 F5 · derivative.exercise_price: Represents performance-based share units (PSUs) granted to Mr. Shams pursuant to the Evolent Health, Inc. Amended and Restated 2015 Omnibus Incentive Compensation Plan. The PSUs may be earned based on the achievement of certain stock price performance conditions from March 1, 2027 to February 28, 2029, subject to satisfying certain service-based conditions. Each PSU is shown at the target level, and the actual amount earned after completion of the performance period may range from 0% to 250% of the target level. F5 · shares: Represents performance-based share units (PSUs) granted to Mr. Shams pursuant to the Evolent Health, Inc. Amended and Restated 2015 Omnibus Incentive Compensation Plan. The PSUs may be earned based on the achievement of certain stock price performance conditions from March 1, 2027 to February 28, 2029, subject to satisfying certain service-based conditions. Each PSU is shown at the target level, and the actual amount earned after completion of the performance period may range from 0% to 250% of the target level. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:48 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 850 | $3.58 | $3,043.00 |
DisclosureSEC source: 0001628908-26-000019 · wk-form4_1772664508.xml · nonDerivative · entry 3 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,158 F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon settlement of performance-based share units. 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 02, 2026 Filed Mar 4, 2026 22:48 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 1,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-26-000019 · wk-form4_1772664508.xml · nonDerivative · entry 2 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,008 F3 · shares: Represents the number of shares received upon the settlement of the performance-based share units (PSUs) awarded to the reporting person on March 1, 2024, following the certification of achievement of specified performance metrics by the Compensation Committee of the Company's Board of Directors on March 2, 2026. The shares underlying the PSU award vested at the conclusion of the performance period on December 31, 2025. 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, 2026 Filed Mar 4, 2026 22:48 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 2,577 | $3.25 | $8,375.25 |
DisclosureSEC source: 0001628908-26-000019 · wk-form4_1772664508.xml · nonDerivative · entry 1 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,322 F1 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. 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 |
| August 01, 2025 Filed Aug 5, 2025 20:11 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 2,567 | $9.98 | $25,618.66 |
DisclosureSEC source: 0001628908-25-000109 · wk-form4_1754424691.xml · nonDerivative · entry 1 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,899 F1 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. 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 03, 2025 Filed Mar 4, 2025 23:18 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 3,168 | $8.77 | $27,783.36 |
DisclosureSEC source: 0001628908-25-000028 · wk-form4_1741130295.xml · nonDerivative · entry 4 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,466 F6 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon settlement of performance-based share units. 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 03, 2025 Filed Mar 4, 2025 23:18 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 6,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-25-000028 · wk-form4_1741130295.xml · nonDerivative · entry 3 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,634 F5 · shares: Represents the number of shares received upon the settlement of the performance-based share units (PSUs) awarded to the reporting person on March 1, 2022, following the certification of achievement of specified performance metrics by the Compensation Committee of the Company's Board of Directors on March 3, 2025. The shares underlying the PSU award vested at the conclusion of the performance period on December 31, 2024. 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 03, 2025 Filed Mar 4, 2025 23:18 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 25,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-25-000028 · wk-form4_1741130295.xml · nonDerivative · entry 2 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,984 F3 · security: Represents restricted stock units granted to Mr. Shams pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F4 · shares: Securities vest at a rate of 34% on March 3, 2026, and 33% on March 3, 2027, and March 3, 2028. 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, 2025 Filed Mar 4, 2025 23:18 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 5,546 | $8.99 | $49,858.54 |
DisclosureSEC source: 0001628908-25-000028 · wk-form4_1741130295.xml · nonDerivative · entry 1 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,833 F1 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. 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 |
| August 01, 2024 Filed Aug 5, 2024 20:10 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 2,567 | $22.44 | $57,603.48 |
DisclosureSEC source: 0001628908-24-000082 · wk-form4_1722888634.xml · nonDerivative · entry 1 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,379 F1 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. 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, 2024 Filed Mar 6, 2024 00:18 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 2,569 | $34.41 | $88,399.29 |
DisclosureSEC source: 0001628908-24-000040 · wk-form4_1709684281.xml · nonDerivative · entry 2 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,946 F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. 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, 2024 Filed Mar 6, 2024 00:18 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 7,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-24-000040 · wk-form4_1709684281.xml · nonDerivative · entry 1 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,515 F1 · security: Represents restricted stock units granted to Mr. Shams pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 34% on March 1, 2025, and 33% on March 1, 2026, and March 1, 2027. 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 01, 2023 Filed Aug 3, 2023 20:42 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 2,188 | $30.40 | $66,515.20 |
DisclosureSEC source: 0001628908-23-000127 · wf-form4_169109535664870.xml · nonDerivative · entry 1 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,024 F1 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. 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, 2023 Filed Mar 3, 2023 22:32 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 672 | $35.26 | $23,694.72 |
DisclosureSEC source: 0001628908-23-000035 · wf-form4_167788271090386.xml · nonDerivative · entry 2 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,212 F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. 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, 2023 Filed Mar 3, 2023 22:32 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-23-000035 · wf-form4_167788271090386.xml · nonDerivative · entry 1 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,884 F1 · security: Represents restricted stock units granted to Mr. Shams pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 34% on March 1, 2024, and 33% on March 1, 2025, and March 1, 2026. 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 01, 2022 Filed Aug 4, 2022 21:50 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 17,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-22-000100 · wf-form4_165964981345690.xml · nonDerivative · entry 1 Shams Aammaad · CIK 0001815354 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,884 F1 · security: Represents restricted stock units granted to Mr. Shams pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 34% on August 1, 2023, and 33% on August 1, 2024, and August 1, 2025. 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, 2022 Filed Mar 4, 2022 02:28 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 1,613 | $27.40 | $44,196.20 |
DisclosureSEC source: 0001628908-22-000037 · wf-form4_164636088317892.xml · nonDerivative · entry 2 Shams Aammaad · CIK 0001815354 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,637 F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. 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, 2022 Filed Mar 4, 2022 02:28 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-22-000037 · wf-form4_164636088317892.xml · nonDerivative · entry 1 Shams Aammaad · CIK 0001815354 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,250 F1 · security: Represents restricted stock units granted to Mr. Shams pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 34% on March 1, 2023, and 33 % on March 1, 2024, and March 1, 2025. 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, 2021 Filed Mar 4, 2021 01:54 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-21-000036 · wf-form4_161482283976638.xml · nonDerivative · entry 1 Shams Aammaad · CIK 0001815354 · Controller/Prin. Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · security: Represents restricted stock units granted to Mr. Shams 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. 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.