Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InnovAge Holding Corp.INNV · Entity 4693 | Director | July 01, 2026 | July 02, 2026 |
| Jackson Acquisition CoRJAC · Entity 132001 | Director | December 08, 2021 | December 08, 2021 |
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.
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 | 53,696 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 8,539 · Balance 53,696 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.
Jackson Acquisition Co
Report date December 08, 2021 · Filed December 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-12-08 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-254727) under the heading "Description of Securities - Founder Shares," the shares of Class B common stock, par value $0.0001 per share, of the issuer will automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-254727) under the heading "Description of Securities - Founder Shares," the shares of Class B common stock, par value $0.0001 per share, of the issuer will automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SELECT MEDICAL HOLDINGS CORP
Report date June 30, 2026 · Filed July 01, 2026
Section 16 reporting ended · disclosed 2026-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Disposition to issuer · Disposed 36,035 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), entered into on March 2, 2026, by and among the Issuer, Stallion Intermediate Corporation, and Stallion MergerSub Corporation (filed as Exhibit 2.1 to the Form 8-K filed with the Securities and Exchange Commission on March 3, 2026). At the effective time of the merger, each of the Reporting Person's shares of common stock issued and outstanding immediately prior to the effective time of the merger was converted into the right to receive $16.50 per share in cash without interest ("Merger Consideration"). F2: Includes unvested shares of Company common stock subject to forfeiture conditions (the "Company Restricted Shares"). Pursuant the Merger Agreement, each Company Restricted Share held by the Reporting Person that was outstanding immediately prior to the effective time vested in full as of immediately prior to the effective time of the merger and was automatically converted into the right to receive the Merger Consideration, less any applicable tax withholdings. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), entered into on March 2, 2026, by and among the Issuer, Stallion Intermediate Corporation, and Stallion MergerSub Corporation (filed as Exhibit 2.1 to the Form 8-K filed with the Securities and Exchange Commission on March 3, 2026). At the effective time of the merger, each of the Reporting Person's shares of common stock issued and outstanding immediately prior to the effective time of the merger was converted into the right to receive $16.50 per share in cash without interest ("Merger Consideration").
F2: Includes unvested shares of Company common stock subject to forfeiture conditions (the "Company Restricted Shares"). Pursuant the Merger Agreement, each Company Restricted Share held by the Reporting Person that was outstanding immediately prior to the effective time vested in full as of immediately prior to the effective time of the merger and was automatically converted into the right to receive the Merger Consideration, less any applicable tax withholdings.
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 2, 2026 20:33 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 8,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001834376-26-000036 · wk-form4_1783024386.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,696 F1 · shares: 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. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 18:24 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | Disposition to issuerCommon Stock | 36,035 | $16.50 | $594,577.50 |
DisclosureSEC source: 0001273528-26-000001 · form4-07012026_060738.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), entered into on March 2, 2026, by and among the Issuer, Stallion Intermediate Corporation, and Stallion MergerSub Corporation (filed as Exhibit 2.1 to the Form 8-K filed with the Securities and Exchange Commission on March 3, 2026). At the effective time of the merger, each of the Reporting Person's shares of common stock issued and outstanding immediately prior to the effective time of the merger was converted into the right to receive $16.50 per share in cash without interest ("Merger Consideration"). F2 · shares: Includes unvested shares of Company common stock subject to forfeiture conditions (the "Company Restricted Shares"). Pursuant the Merger Agreement, each Company Restricted Share held by the Reporting Person that was outstanding immediately prior to the effective time vested in full as of immediately prior to the effective time of the merger and was automatically converted into the right to receive the Merger Consideration, less any applicable tax withholdings. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 20:54 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 14,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-020737 · form4-07312025_080729.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,035 F1 · kind: Grant of restricted stock which, subject to certain exceptions, will vest in full on July 29, 2026, the first anniversary of the grant date. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:18 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 25,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001834376-25-000042 · wk-form4_1751487531.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,157 F1 · shares: 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, 2026, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| November 26, 2024 Filed Nov 29, 2024 23:55 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | SaleCommon Stock | 32,000 | $21.09 | $674,880.00 |
DisclosureSEC source: 0001415889-24-027953 · form4-11292024_111115.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.64 to $21.35, inclusive. The reporting person undertakes to provide Select Medical Holdings Corporation, any security holder of Select Medical Holdings Corporation 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 the footnote. Read SEC document |
| September 05, 2024 Filed Sep 5, 2024 21:09 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 19,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001834376-24-000064 · wk-form4_1725570539.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,841 F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on July 1, 2025, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| April 30, 2024 Filed May 1, 2024 23:32 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-011921 · form4-05012024_110519.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,000 F1 · kind: Grant of restricted stock which, subject to certain exceptions, will vest in full on April 30, 2025, the first anniversary of the grant date. Read SEC document |
| August 01, 2023 Filed Aug 2, 2023 20:42 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-011758 · form4-08022023_080821.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,000 F1 · kind: Grant of restricted stock which, subject to certain exceptions, will vest in full on August 1, 2024, the first anniversary of the grant date. Read SEC document |
| August 01, 2022 Filed Aug 4, 2022 01:23 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-008225 · form4-08032022_060813.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 F1 · kind: Grant of restricted stock which, subject to certain exceptions, will vest in full on August 1, 2023, the first anniversary of the grant date. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 21:31 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | SaleCommon Stock | 10,000 | $36.23 | $362,300.00 |
DisclosureSEC source: 0001179110-21-008129 · edgar.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 20:23 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-007956 · edgar.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 F1 · kind: Grant of restricted stock which, subject to certain exceptions, will vest in full on August 3, 2022, the first anniversary of the grant date. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 14:25 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | SaleCommon Stock | 2,000 | $33.82 | $67,640.00 |
DisclosureSEC source: 0001179110-21-003248 · edgar.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.53 to $33.96, inclusive. The reporting person undertakes to provide Select Medical Holdings Corporation, any security holder of Select Medical Holdings Corporation 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 |
| July 28, 2020 Filed Jul 30, 2020 23:33 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-008598 · edgar.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 F1 · kind: Grant of restricted stock which, subject to certain exceptions, will vest in full on July 28, 2021, the first anniversary of the grant date. Read SEC document |
| July 30, 2019 Filed Aug 1, 2019 22:47 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-008969 · edgar.xml · nonDerivative · entry 1 TAVENNER MARILYN B · CIK 0001273528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · kind: Grant of restricted stock which, subject to certain exceptions, will vest in full on July 30, 2020, the first anniversary of the grant date. 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.