Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aveanna Healthcare Holdings, Inc.AVAH · Entity 4246 | Director | February 21, 2024 | February 24, 2024 |
| InnovAge Holding Corp.INNV · Entity 4693 | Director | July 01, 2026 | July 02, 2026 |
| MOLINA HEALTHCARE, INC.MOH · Entity 3504 | Director | October 01, 2026 | October 03, 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.
Aveanna Healthcare Holdings, Inc.
Report date February 21, 2024 · Filed February 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 249,737 |
Reported balance
After 2024-02-21 transaction · row 1
1 source rowRow 1 · 2024-02-21 · Grant · Acquired 53,942 · Balance 249,737 F1: Grant of stock-settled restricted stock unit, subject to one-year cliff vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of stock-settled restricted stock unit, subject to one-year cliff vesting.
InnovAge Holding Corp.
Report date July 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 102,349 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 8,539 · Balance 102,349 F1: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2027, subject to the Reporting Person's continued service with the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2027, subject to the Reporting Person's continued service with the Issuer.
MOLINA HEALTHCARE, INC.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectHeld by trust | 9,693 |
Reported balance
After 2026-10-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 304 · Balance 9,693 F1: Grant of stock under the Issuer's 2025 Equity Incentive Plan in connection with the Reporting Person's services as a Director. F2: The aggregate dollar value of the annual equity award to each director was set at $220,000, with one quarter, or $55,000, to be granted on the first day of each quarter, based on the closing price of the Issuer's common stock on such day. The closing price of the Issuer's common stock on October 1, 2026 was $180.85, which resulted in a grant of 304 shares. F3: Represents the closing price of the Issuer's common stock on October 1, 2026. F4: All shares held by the Richard Charles Zoretic Revocable Living Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of stock under the Issuer's 2025 Equity Incentive Plan in connection with the Reporting Person's services as a Director.
F2: The aggregate dollar value of the annual equity award to each director was set at $220,000, with one quarter, or $55,000, to be granted on the first day of each quarter, based on the closing price of the Issuer's common stock on such day. The closing price of the Issuer's common stock on October 1, 2026 was $180.85, which resulted in a grant of 304 shares.
F3: Represents the closing price of the Issuer's common stock on October 1, 2026.
F4: All shares held by the Richard Charles Zoretic Revocable Living Trust.
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 |
|---|---|---|---|---|---|---|
| October 01, 2019 Filed Oct 2, 2019 23:26 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | GrantCommon Stock | 502 | $109.48 | $54,958.96 |
DisclosureSEC source: 0001179929-19-000146 · wf-form4_157005874988828.xml · nonDerivative · entry 1 ZORETIC RICHARD C · CIK 0001263714 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust Disclosed balance after: 2,417 F1 · kind: Grant of stock under the Issuer's 2019 Equity Incentive Plan in connection with the Reporting Person's services as a Director. F2 · shares: The aggregate value of the annual equity award to each director in 2019-2020 was set at $220,000, with one quarter, or $55,000, to be granted on the first day of each quarter, based on the closing price of the Issuer's common stock on such day. The closing price of the Issuer's common stock on October 1, 2019, the first day of the quarter, was $109.48, which resulted in a grant of 502 shares. F3 · price: Represents the closing price of the Issuer's common stock on October 1, 2019. F4 · ownership.nature: All shares held by the Richard Charles Zoretic Revocable Living Trust. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 22:14 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | GrantCommon Stock | 392 | $140.31 | $55,001.52 |
DisclosureSEC source: 0001179929-19-000123 · wf-form4_156219207272973.xml · nonDerivative · entry 1 ZORETIC RICHARD C · CIK 0001263714 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust Disclosed balance after: 1,915 F1 · kind: Grant of stock under the Issuer's 2019 Equity Incentive Plan in connection with the Reporting Person's services as a Director. F2 · shares: The aggregate dollar value of the annual equity award to each director in 2019-2020 was set at $220,000, with one quarter, or $55,000, to be granted on the first day of each quarter, based on the closing price of the Issuer's common stock on such day. The closing price of the Issuer's common stock on July 1, 2019, the first day of the quarter, was $140.31, which resulted in a grant of 392 shares. F3 · price: Represents the closing price of the Issuer's common stock on July 1, 2019. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 23:28 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | GrantCommon Stock | 380 | $144.70 | $54,986.00 |
DisclosureSEC source: 0001179929-19-000076 · wf-form4_155433410500949.xml · nonDerivative · entry 1 ZORETIC RICHARD C · CIK 0001263714 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust Disclosed balance after: 1,523 F1 · kind: Grant of stock under the Issuer's 2011 Equity Incentive Plan, as amended, in connection with the Reporting Person's services as a Director. F2 · shares: The aggregate value of the annual equity award to each director in 2018-2019 was set at $220,000, with one quarter, or $55,000, to be granted on the first day of each quarter, based on the closing price of the Issuer's common stock on such day. The closing price of the Issuer's common stock on April 1, 2019, the first day of the quarter, was $144.70, which resulted in a grant of 380 shares. F3 · price: Represents the closing price of the Issuer's common stock on April 1, 2019. Read SEC document |
| January 01, 2019 Filed Jan 4, 2019 00:36 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | GrantCommon Stock | 473 | $116.22 | $54,972.06 |
DisclosureSEC source: 0001179929-19-000016 · wf-form4_154656216948643.xml · nonDerivative · entry 1 ZORETIC RICHARD C · CIK 0001263714 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust Disclosed balance after: 1,143 F1 · kind: Grant of stock under the Issuer's 2011 Equity Incentive Plan, as amended, in connection with the Reporting Person's services as a Director. F2 · shares: The aggregate value of the annual equity award to each director in 2018-2019 was set at $220,000, with one quarter, or $55,000, to be granted on the first day of each quarter, based on the closing price of the Issuer's common stock on such day. Since the grant date of January 1, 2019 was a non-trading day, the number of shares was calculated based on the closing price of the Issuer's common stock on December 31, 2018, of $116.22. Thus, the grant this quarter for services as a Director is for 473 shares of the Issuer's common stock. F3 · price: Represents the closing price of the Issuer's common stock on December 31, 2018. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 23:55 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | GrantCommon Stock | 371 | $148.14 | $54,959.94 |
DisclosureSEC source: 0001179929-18-000178 · wf-form4_153861088868303.xml · nonDerivative · entry 1 ZORETIC RICHARD C · CIK 0001263714 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust Disclosed balance after: 670 F1 · kind: Grant of stock under the Issuer's 2011 Equity Incentive Plan, as amended, in connection with the Reporting Person's services as a Director. F2 · shares: The aggregate value of the annual equity award to each director in 2018-2019 was set at $220,000, with one quarter, or $55,000, to be granted on the first day of each quarter, based on the closing price of the Issuer's common stock on such day. The closing price of the Issuer's common stock on October 1, 2018, the first day of the quarter, was $148.14, which resulted in a grant of 371 shares. F3 · price: Represents the closing price of the Issuer's common stock on October 1, 2018. 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.