Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTENE CORPCNC · Entity 3133 | EVP, HealthCare Enterprises | May 07, 2021 | May 11, 2021 |
| agilon health, inc.AGL · Entity 4698 | Chief Financial Officer | July 01, 2026 | July 02, 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.
CENTENE CORP
Report date May 07, 2021 · Filed May 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 454,549 |
Reported balance
After 2021-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-05-07 · Sale · Disposed 18,000 · Balance 454,549 F1: This sale is pursuant to a 10b5-1 Trading Plan that was established on March 9, 2021. F2: The weighted average price for this transaction is reported within the form. Full information regarding the number of shares at each price is available upon request. F3: Ownership includes 250,001 shares of restricted stock subject to vesting requirements. |
Filing footnotes · ownership attribution and instrument terms
F1: This sale is pursuant to a 10b5-1 Trading Plan that was established on March 9, 2021.
F2: The weighted average price for this transaction is reported within the form. Full information regarding the number of shares at each price is available upon request.
F3: Ownership includes 250,001 shares of restricted stock subject to vesting requirements.
agilon health, inc.
Report date July 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 138,031 |
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 · Tax withholding · Disposed 2,311 · Balance 138,031 F1: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. F2: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale.
F2: Includes 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 |
|---|---|---|---|---|---|---|
| January 11, 2017 Filed Mar 14, 2017 22:33 UTC | CENTENE CORP CNC · Entity 3133 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-17-000022 · wf-form4_148953077944230.xml · nonDerivative · entry 1 Schwaneke Jeffrey A. · CIK 0001446919 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,085 F1 · balance_after: Ownership includes 78,334 shares of restricted stock units subject to vesting requirements. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 02:33 UTC | CENTENE CORP CNC · Entity 3133 | Tax withholdingCommon Stock | 3,197 | $56.14 | $179,479.58 |
DisclosureSEC source: 0001071739-16-000329 · wf-form4_148185560442858.xml · nonDerivative · entry 2 Schwaneke Jeffrey A. · CIK 0001446919 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,385 F2 · shares: Shares withheld for taxes upon vesting of previously reported stock grant. F1 · balance_after: Ownership includes this award of 40,000 restricted stock units. 16,000 units will vest in three annual installments on the anniversary of the grant date. The remaining 24,000 units are performance stock units. The number of performance stock units vesting at the end of the three year period is predicated on meeting three-year performance conditions. In addition, ownership includes 38,334 shares of restricted stock units subject to vesting requirements. Read SEC document |
| December 13, 2016 Filed Dec 16, 2016 02:33 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 40,000 | $56.26 | $2,250,400.00 |
DisclosureSEC source: 0001071739-16-000329 · wf-form4_148185560442858.xml · nonDerivative · entry 1 Schwaneke Jeffrey A. · CIK 0001446919 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,582 F1 · balance_after: Ownership includes this award of 40,000 restricted stock units. 16,000 units will vest in three annual installments on the anniversary of the grant date. The remaining 24,000 units are performance stock units. The number of performance stock units vesting at the end of the three year period is predicated on meeting three-year performance conditions. In addition, ownership includes 38,334 shares of restricted stock units subject to vesting requirements. Read SEC document |
| December 10, 2016 Filed Dec 14, 2016 00:28 UTC | CENTENE CORP CNC · Entity 3133 | Tax withholdingCommon Stock | 2,398 | $56.80 | $136,206.40 |
DisclosureSEC source: 0001071739-16-000316 · wf-form4_148167530210732.xml · nonDerivative · entry 3 Schwaneke Jeffrey A. · CIK 0001446919 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,582 F2 · shares: Shares withheld for taxes upon vesting of previously reported stock grant. F1 · balance_after: Ownership includes previous awards of 45,000 restricted stock units subject to vesting requirements. Read SEC document |
| December 09, 2016 Filed Dec 14, 2016 00:28 UTC | CENTENE CORP CNC · Entity 3133 | Tax withholdingCommon Stock | 2,398 | $56.94 | $136,542.12 |
DisclosureSEC source: 0001071739-16-000316 · wf-form4_148167530210732.xml · nonDerivative · entry 2 Schwaneke Jeffrey A. · CIK 0001446919 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,980 F2 · shares: Shares withheld for taxes upon vesting of previously reported stock grant. F1 · balance_after: Ownership includes previous awards of 45,000 restricted stock units subject to vesting requirements. Read SEC document |
| March 24, 2016 Filed Dec 14, 2016 00:28 UTC | CENTENE CORP CNC · Entity 3133 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-16-000316 · wf-form4_148167530210732.xml · nonDerivative · entry 1 Schwaneke Jeffrey A. · CIK 0001446919 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,378 F1 · balance_after: Ownership includes previous awards of 45,000 restricted stock units subject to vesting requirements. 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.