Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Driven Brands Holdings Inc.DRVN · Entity 4468 | Director | June 29, 2026 | July 01, 2026 |
| Elevance Health, Inc.ANTM · Entity 2934 | EVP & Chief HR Officer | March 03, 2017 | March 07, 2017 |
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.
Driven Brands Holdings Inc.
Report date June 29, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,073 |
Reported balance
After 2026-06-29 transaction · row 1
1 source rowRow 1 · 2026-06-29 · Grant · Acquired 12,595 · Balance 40,073 F1: Consists of restricted stock units ("RSU"), which represent a contingent right to receive one share of Common Stock for each RSU, and will vest in full on March 11, 2027, provided the Reporting Person remains in continuous service on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSU"), which represent a contingent right to receive one share of Common Stock for each RSU, and will vest in full on March 11, 2027, provided the Reporting Person remains in continuous service on such vesting date.
Elevance Health, Inc.
Report date March 03, 2017 · Filed March 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,926.9862 |
Reported balance
After 2017-03-03 transaction · row 1
1 source rowRow 1 · 2017-03-03 · Tax withholding · Disposed 2,615 · Balance 23,926.9862 F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. |
Filing footnotes · ownership attribution and instrument terms
F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.
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 |
|---|---|---|---|---|---|---|
| June 29, 2026 Filed Jul 1, 2026 22:46 UTC | Driven Brands Holdings Inc. DRVN · Entity 4468 | GrantCommon Stock | 12,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001552292-26-000002 · wk-form4_1782945966.xml · nonDerivative · entry 1 Tomas Jose D. · CIK 0001552292 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,073 F1 · shares: Consists of restricted stock units ("RSU"), which represent a contingent right to receive one share of Common Stock for each RSU, and will vest in full on March 11, 2027, provided the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 23:20 UTC | Driven Brands Holdings Inc. DRVN · Entity 4468 | GrantCommon Stock | 8,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005636 · form4.xml · nonDerivative · entry 1 Tomas Jose D. · CIK 0001552292 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,478 F1 · shares: Consists of restricted stock units ("RSU"), which represent a contingent right to receive one share of Common Stock for each RSU, and will vest on March 13, 2026 provided the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| February 27, 2024 Filed Mar 1, 2024 02:20 UTC | Driven Brands Holdings Inc. DRVN · Entity 4468 | GrantCommon Stock | 10,614 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-005008 · form4.xml · nonDerivative · entry 1 Tomas Jose D. · CIK 0001552292 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,669 F1 · shares: Consists of restricted stock units ("RSU"), which represent a contingent right to receive one share of Common Stock for each RSU, and will vest on February 27, 2025 provided the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 01:09 UTC | Driven Brands Holdings Inc. DRVN · Entity 4468 | GrantCommon Stock | 5,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-005670 · form4.xml · nonDerivative · entry 1 Tomas Jose D. · CIK 0001552292 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,894 F1 · shares: Consists of restricted stock units ("RSU"), which represent a contingent right to receive one share of Common Stock for each RSU, and will vest on February 28, 2024 provided the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:55 UTC | Driven Brands Holdings Inc. DRVN · Entity 4468 | GrantCommon Stock | 3,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017407 · form4.xml · nonDerivative · entry 1 Tomas Jose D. · CIK 0001552292 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,812 F1 · shares: 1. Consists of restricted stock units ("RSU"), which represent a contingent right to receive one share of Common Stock for each RSU, and will vest on August 3, 2023, provided the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:20 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 2,615 | $166.00 | $434,090.00 |
DisclosureSEC source: 0001127602-17-010585 · form4.xml · nonDerivative · entry 1 Tomas Jose D. · CIK 0001552292 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,926.9862 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:22 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 349 | $165.97 | $57,923.53 |
DisclosureSEC source: 0001127602-17-010149 · form4.xml · nonDerivative · entry 3 Tomas Jose D. · CIK 0001552292 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,541.9862 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:22 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 13,782 | $0.00 Strike: $166.97 | $0.00 |
DisclosureSEC source: 0001127602-17-010149 · form4.xml · derivative · entry 4 Tomas Jose D. · CIK 0001552292 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,782 Underlying: Common Stock · 13,782 shares Expires 2027-03-01 F3 · derivative.exercise_date: The option represents a right to purchase a total of 13,782 shares, and is exercisable in six semi-annual installments of 2,297 shares each, beginning on September 1, 2017, which is the six-month anniversary of the option grant date. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:22 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 3,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010149 · form4.xml · nonDerivative · entry 2 Tomas Jose D. · CIK 0001552292 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,890.9862 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 1,123 shares each on 3/1/2018, 3/1/2019 and 3/1/2020. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:22 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 391 | $166.97 | $65,285.27 |
DisclosureSEC source: 0001127602-17-010149 · form4.xml · nonDerivative · entry 1 Tomas Jose D. · CIK 0001552292 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,521.9862 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| January 09, 2017 Filed Jan 10, 2017 21:05 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 6,500 | $142.92 | $928,980.00 |
DisclosureSEC source: 0001127602-17-001432 · form4.xml · nonDerivative · entry 1 Tomas Jose D. · CIK 0001552292 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,912.9862 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 December 8, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $142.56 to $143.49. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 21:05 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 1,043 | $145.10 | $151,339.30 |
DisclosureSEC source: 0001127602-16-069253 · form4.xml · nonDerivative · entry 1 Tomas Jose D. · CIK 0001552292 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,412.9862 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. F2 · balance_after: Includes 203.001 shares acquired under a dividend reinvestment program from June 2014 to September 2015. F3 · balance_after: Includes 92.42 shares acquired under the Anthem, Inc. Employee Stock Purchase Plan, in a transaction exempt under Rule 16b-3. 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.