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person · Reporting owner

Musslewhite Robert W

Disclosed activity across 4 companies

Tapewire entity
35790
SEC CIK
0001390194

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
CARDINAL HEALTH INCCAH · Entity 3014DirectorNovember 05, 2025November 06, 2025
COSTAR GROUP, INC.CSGP · Entity 3416DirectorJune 23, 2026June 25, 2026
Definitive Healthcare Corp.DH · Entity 1538Director · Chief Executive OfficerJanuary 07, 2024January 09, 2024

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.

CARDINAL HEALTH INC

Report date November 05, 2025 · Filed November 06, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common SharesSEC Table I · non-derivativeDirect2,116 Reported balance After 2025-11-05 transaction · row 1
1 source row

Row 1 · 2025-11-05 · Grant · Acquired 1,067 · Balance 2,116

F1: Grant of restricted share units that will vest on November 5, 2026, except if the 2026 Annual Meeting of Shareholders is prior to November 5, 2026, then the restricted share units will vest on the date of the 2026 Annual Meeting of Shareholders.

Filing footnotes · ownership attribution and instrument terms

F1: Grant of restricted share units that will vest on November 5, 2026, except if the 2026 Annual Meeting of Shareholders is prior to November 5, 2026, then the restricted share units will vest on the date of the 2026 Annual Meeting of Shareholders.

COSTAR GROUP, INC.

Report date June 23, 2026 · Filed June 25, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, par value $0.01 per shareSEC Table I · non-derivativeDirect26,539 Reported balance After 2026-06-23 transaction · row 1
1 source row

Row 1 · 2026-06-23 · Grant · Acquired 8,262 · Balance 26,539

F1: The restricted stock award vests in full on the earlier of either the first anniversary of the grant date or the date of the Company's 2027 Annual Meeting of Stockholders.

Filing footnotes · ownership attribution and instrument terms

F1: The restricted stock award vests in full on the earlier of either the first anniversary of the grant date or the date of the Company's 2027 Annual Meeting of Stockholders.

Definitive Healthcare Corp.

Report date January 07, 2024 · Filed January 09, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect1,201,638 Reported balance After 2024-01-07 transaction · row 1
1 source row

Row 1 · 2024-01-07 · Tax withholding · Disposed 14,207 · Balance 1,201,638

F1: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Filing footnotes · ownership attribution and instrument terms

F1: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

ADVISORY BOARD CO

Report date November 17, 2017 · Filed November 21, 2017

Section 16 reporting ended · disclosed 2017-11-21. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2017-11-17 transaction · row 1
1 source row

Row 1 · 2017-11-17 · Disposition to issuer · Disposed 19,929 · Balance 0

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F2: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer.

Common StockSEC Table I · non-derivativeIndirectBy Trusts0 Reported balance After 2017-11-17 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2017-11-17 · Disposition to issuer · Disposed 193,801 · Balance 0

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F2: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer.

Common StockSEC Table I · non-derivativeIndirectBy Trusts0 Reported balance After 2017-11-17 transaction · row 3 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 3 · 2017-11-17 · Disposition to issuer · Disposed 44,220 · Balance 0

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F2: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2017-11-17 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2017-11-17 · Disposition to issuer · Disposed 6,848 · Balance 0

F3: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was assumed and converted into an equivalent UnitedHealth award denominated in shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger, equal to the product of (i) the total number of shares of Issuer Common Stock subject to such awards, multiplied by (ii) 0.254270199, which represents the quotient obtained by dividing (A) the Per-Share Merger Consideration by (B) volume weighted average closing sale price of UnitedHealth common stock for the five full trading days ending on and including the third business day prior to the Merger (the "Equity Award Conversion Ratio"), with any fractional shares rounded down to the next lower whole number of shares.

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F4: The RSUs vest in four equal installments on May 11, 2015; April 11, 2016; April 11, 2017; and April 11, 2018, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2017-11-17 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2017-11-17 · Disposition to issuer · Disposed 14,552 · Balance 0

F3: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was assumed and converted into an equivalent UnitedHealth award denominated in shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger, equal to the product of (i) the total number of shares of Issuer Common Stock subject to such awards, multiplied by (ii) 0.254270199, which represents the quotient obtained by dividing (A) the Per-Share Merger Consideration by (B) volume weighted average closing sale price of UnitedHealth common stock for the five full trading days ending on and including the third business day prior to the Merger (the "Equity Award Conversion Ratio"), with any fractional shares rounded down to the next lower whole number of shares.

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F5: The RSUs vest in four equal installments on May 10, 2016; April 10, 2017; April 10, 2018; and April 10, 2019, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.

Non-LTIP OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $24.23 · Expires 2018-04-15Direct0 Reported balance After 2017-11-17 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2017-11-17 · Disposition to issuer · Disposed 44,220 · Balance 0

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

Non-LTIP OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $43.83 · Expires 2019-04-17Direct0 Reported balance After 2017-11-17 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2017-11-17 · Disposition to issuer · Disposed 37,708 · Balance 0

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

Non-LTIP OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $47.87 · Expires 2018-04-18Direct0 Reported balance After 2017-11-17 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2017-11-17 · Disposition to issuer · Disposed 46,508 · Balance 0

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

Non-LTIP OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $47.87 · Expires 2020-04-18Direct0 Reported balance After 2017-11-17 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 9 · 2017-11-17 · Disposition to issuer · Disposed 46,508 · Balance 0

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

F7: The options to purchase the Issuer Common Stock become exercisable in two equal annual installments beginning on April 18, 2016.

Non-LTIP OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $57.83 · Expires 2021-04-11Direct0 Reported balance After 2017-11-17 transaction · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 10 · 2017-11-17 · Disposition to issuer · Disposed 57,612 · Balance 0

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

F8: The options to purchase the Issuer Common Stock become exercisable in four equal annual installments beginning on April 11, 2015.

Non-LTIP OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $53.42 · Expires 2022-04-10Direct0 Reported balance After 2017-11-17 transaction · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 11 · 2017-11-17 · Disposition to issuer · Disposed 85,224 · Balance 0

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

F9: The options to purchase the Issuer Common Stock become exercisable in four equal annual installments beginning on April 10, 2016.

Non-LTIP OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $28.20 · Expires 2023-03-02Direct0 Reported balance After 2017-11-17 transaction · row 12 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 12 · 2017-11-17 · Disposition to issuer · Disposed 139,900 · Balance 0

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

Non-LTIP OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $28.20 · Expires 2023-03-02Direct0 Reported balance After 2017-11-17 transaction · row 13 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 13 · 2017-11-17 · Disposition to issuer · Disposed 152,552 · Balance 0

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

F10: The options to purchase the Issuer Common Stock become exercisable in four equal annual installments beginning on March 2, 2017.

Non-LTIP OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $46.95 · Expires 2024-03-28Direct0 Reported balance After 2017-11-17 transaction · row 14 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 14 · 2017-11-17 · Disposition to issuer · Disposed 57,752 · Balance 0

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

F11: The options to purchase the Issuer Common Stock become exercisable in four equal annual installments beginning on April 1, 2018.

LTIP OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $51.43 · Expires 2021-06-23Direct0 Reported balance After 2017-11-17 transaction · row 15 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 15 · 2017-11-17 · Disposition to issuer · Disposed 353,892 · Balance 0

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F13: Each "LTIP Option," which represents a non-qualified stock option granted pursuant to the 2014 supplemental long-term incentive program that is not vested in accordance with its terms and outstanding immediately prior to the Merger, was assumed and converted into an option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger, equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares, and with performance-vesting conditions equitably adjusted pursuant to the Merger Agreement to reflect the Merger. (continued in footnote 14)

F14: The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

F12: Stock options vest if performance conditions are met under the special long-term incentive program as described in the Issuer's Definitive Proxy Statement filed April 21, 2017.

Filing footnotes · ownership attribution and instrument terms

F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F2: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer.

F3: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was assumed and converted into an equivalent UnitedHealth award denominated in shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger, equal to the product of (i) the total number of shares of Issuer Common Stock subject to such awards, multiplied by (ii) 0.254270199, which represents the quotient obtained by dividing (A) the Per-Share Merger Consideration by (B) volume weighted average closing sale price of UnitedHealth common stock for the five full trading days ending on and including the third business day prior to the Merger (the "Equity Award Conversion Ratio"), with any fractional shares rounded down to the next lower whole number of shares.

F4: The RSUs vest in four equal installments on May 11, 2015; April 11, 2016; April 11, 2017; and April 11, 2018, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.

F5: The RSUs vest in four equal installments on May 10, 2016; April 10, 2017; April 10, 2018; and April 10, 2019, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.

F6: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

F7: The options to purchase the Issuer Common Stock become exercisable in two equal annual installments beginning on April 18, 2016.

F8: The options to purchase the Issuer Common Stock become exercisable in four equal annual installments beginning on April 11, 2015.

F9: The options to purchase the Issuer Common Stock become exercisable in four equal annual installments beginning on April 10, 2016.

F10: The options to purchase the Issuer Common Stock become exercisable in four equal annual installments beginning on March 2, 2017.

F11: The options to purchase the Issuer Common Stock become exercisable in four equal annual installments beginning on April 1, 2018.

F12: Stock options vest if performance conditions are met under the special long-term incentive program as described in the Issuer's Definitive Proxy Statement filed April 21, 2017.

F13: Each "LTIP Option," which represents a non-qualified stock option granted pursuant to the 2014 supplemental long-term incentive program that is not vested in accordance with its terms and outstanding immediately prior to the Merger, was assumed and converted into an option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger, equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares, and with performance-vesting conditions equitably adjusted pursuant to the Merger Agreement to reflect the Merger. (continued in footnote 14)

F14: The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

Transaction history

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Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 23, 2026 Filed Jun 25, 2026 01:13 UTC COSTAR GROUP, INC. CSGP · Entity 3416 GrantCommon Stock, par value $0.01 per share 8,262 $0.00 $0.00
Disclosure

SEC source: 0001390194-26-000002 · wk-form4_1782350016.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,539

F1 · shares: The restricted stock award vests in full on the earlier of either the first anniversary of the grant date or the date of the Company's 2027 Annual Meeting of Stockholders.

Read SEC document
November 05, 2025 Filed Nov 6, 2025 21:20 UTC CARDINAL HEALTH INC CAH · Entity 3014 GrantCommon Shares 1,067 $0.00 $0.00
Disclosure

SEC source: 0001390194-25-000006 · wk-form4_1762463959.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,116

F1 · shares: Grant of restricted share units that will vest on November 5, 2026, except if the 2026 Annual Meeting of Shareholders is prior to November 5, 2026, then the restricted share units will vest on the date of the 2026 Annual Meeting of Shareholders.

Read SEC document
September 09, 2025 Filed Sep 11, 2025 21:41 UTC COSTAR GROUP, INC. CSGP · Entity 3416 GrantCommon Stock, par value $0.01 per share 3,121 $0.00 $0.00
Disclosure

SEC source: 0001390194-25-000005 · wk-form4_1757626884.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,277

Read SEC document
March 15, 2025 Filed Mar 18, 2025 20:20 UTC CARDINAL HEALTH INC CAH · Entity 3014 GrantCommon Shares 1,049 $0.00 $0.00
Disclosure

SEC source: 0000721371-25-000029 · wk-form4_1742329213.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,049

F1 · shares: Grant of restricted share units that will vest on March 15, 2026.

Read SEC document
July 17, 2024 Filed Aug 5, 2024 20:13 UTC COSTAR GROUP, INC. CSGP · Entity 3416 GrantCommon Stock, par value $0.01 per share 3,293 $0.00 $0.00
Disclosure

SEC source: 0001057352-24-000112 · wk-form4_1722888813.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,156

Read SEC document
January 07, 2024 Filed Jan 9, 2024 21:30 UTC Definitive Healthcare Corp. DH · Entity 1538 Tax withholdingClass A Common Stock 14,207 $9.00 $127,863.00
Disclosure

SEC source: 0001209191-24-001241 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,201,638

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
November 04, 2023 Filed Nov 7, 2023 21:30 UTC Definitive Healthcare Corp. DH · Entity 1538 Tax withholdingClass A Common Stock 12,656 $7.27 $92,009.12
Disclosure

SEC source: 0001209191-23-054609 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,215,845

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
October 30, 2023 Filed Nov 1, 2023 20:12 UTC COSTAR GROUP, INC. CSGP · Entity 3416 GrantCommon Stock, par value $0.01 per share 3,532 $0.00 $0.00
Disclosure

SEC source: 0001057352-23-000136 · wk-form4_1698869513.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,863

Read SEC document
October 07, 2023 Filed Oct 10, 2023 21:00 UTC Definitive Healthcare Corp. DH · Entity 1538 Tax withholdingClass A Common Stock 20,016 $7.20 $144,115.20
Disclosure

SEC source: 0001209191-23-052546 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,228,501

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
August 04, 2023 Filed Aug 8, 2023 20:30 UTC Definitive Healthcare Corp. DH · Entity 1538 Tax withholdingClass A Common Stock 12,657 $11.31 $143,150.67
Disclosure

SEC source: 0001209191-23-044996 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,248,517

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
July 07, 2023 Filed Jul 11, 2023 20:30 UTC Definitive Healthcare Corp. DH · Entity 1538 Tax withholdingClass A Common Stock 20,016 $10.67 $213,570.72
Disclosure

SEC source: 0001209191-23-042016 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,261,174

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
May 04, 2023 Filed May 8, 2023 20:15 UTC Definitive Healthcare Corp. DH · Entity 1538 Tax withholdingClass A Common Stock 53,587 $9.90 $530,511.30
Disclosure

SEC source: 0001209191-23-027929 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,281,190

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
April 07, 2023 Filed Apr 11, 2023 20:15 UTC Definitive Healthcare Corp. DH · Entity 1538 Tax withholdingClass A Common Stock 15,616 $10.47 $163,499.52
Disclosure

SEC source: 0001209191-23-023998 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,334,777

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
February 16, 2023 Filed Feb 21, 2023 21:31 UTC Definitive Healthcare Corp. DH · Entity 1538 GrantClass A Common Stock 368,422 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011183 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,350,393

F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001. The RSUs vest over a four-year period, with 25% of the RSUs vesting on February 1, 2024, followed by quarterly vesting of 6.25% every three months thereafter over the subsequent three years, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.

F1 · price: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001. The RSUs vest over a four-year period, with 25% of the RSUs vesting on February 1, 2024, followed by quarterly vesting of 6.25% every three months thereafter over the subsequent three years, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.

Read SEC document
January 07, 2023 Filed Jan 10, 2023 21:15 UTC Definitive Healthcare Corp. DH · Entity 1538 Tax withholdingClass A Common Stock 14,026 $10.41 $146,010.66
Disclosure

SEC source: 0001209191-23-002776 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 981,971

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
October 07, 2022 Filed Oct 12, 2022 20:15 UTC Definitive Healthcare Corp. DH · Entity 1538 Tax withholdingClass A Common Stock 70,658 $14.82 $1,047,151.56
Disclosure

SEC source: 0001209191-22-053458 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 995,997

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
September 14, 2022 Filed Sep 15, 2022 20:50 UTC COSTAR GROUP, INC. CSGP · Entity 3416 GrantCommon Stock, par value $0.01 per share 3,380 $0.00 $0.00
Disclosure

SEC source: 0001057352-22-000103 · wf-form4_166327503844146.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,331

F1 · balance_after: Represents all shares of Common Stock owned, consisting of 1,232 shares of Common Stock and 7,099 shares of Common Stock subject to unvested Restricted Stock grants.

Read SEC document
May 03, 2022 Filed May 5, 2022 21:15 UTC Definitive Healthcare Corp. DH · Entity 1538 GrantClass A Common Stock 83,333 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-22-016862 · doc4.xml · nonDerivative · entry 2

Musslewhite Robert W · CIK 0001390194 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,066,655

F2 · shares: Represents shares of Common Stock issuable pursuant to RSUs as follows: 83,333 RSUs that vest 25% on the one year anniversary of May 4, 2022, followed by quarterly vesting of 6.25% per quarter until fully vested over the subsequent three years, subject to earlier forfeiture or acceleration.

F2 · price: Represents shares of Common Stock issuable pursuant to RSUs as follows: 83,333 RSUs that vest 25% on the one year anniversary of May 4, 2022, followed by quarterly vesting of 6.25% per quarter until fully vested over the subsequent three years, subject to earlier forfeiture or acceleration.

Read SEC document
May 03, 2022 Filed May 5, 2022 21:15 UTC Definitive Healthcare Corp. DH · Entity 1538 GrantClass A Common Stock 333,322 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-22-016862 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 983,322

F1 · shares: Represents shares of the Issuer's Class A Common Stock, par value $0.001 ("Common Stock") issuable pursuant to restricted stock units ("RSUs") as follows: 333,322 RSUs that vest 30% on the one year anniversary of May 4, 2022, followed by quarterly vesting of 7% per quarter until fully vested over the subsequent 30 months, subject to earlier forfeiture or acceleration.

F1 · price: Represents shares of the Issuer's Class A Common Stock, par value $0.001 ("Common Stock") issuable pursuant to restricted stock units ("RSUs") as follows: 333,322 RSUs that vest 30% on the one year anniversary of May 4, 2022, followed by quarterly vesting of 7% per quarter until fully vested over the subsequent 30 months, subject to earlier forfeiture or acceleration.

Read SEC document
October 07, 2021 Filed Oct 8, 2021 22:46 UTC Definitive Healthcare Corp. DH · Entity 1538 GrantClass A Common Stock 650,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-039755 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 650,000

F1 · shares: Represents restricted stock units ("RSUs") to receive one share of the Issuer's Class A Common Stock, par value $0.001 as follows: 433,550 RSUs that vest 25% on the one year anniversary of the grant date, followed by quarterly vesting of 6.25% per quarter until fully vested, over the subsequent three years, and 216,450 RSUs that vest 33% on the one year anniversary of the grant date, followed by quarterly vesting of 8.33% per quarter until fully vested, over the subsequent two years, in each case subject to earlier forfeiture or acceleration.

F1 · price: Represents restricted stock units ("RSUs") to receive one share of the Issuer's Class A Common Stock, par value $0.001 as follows: 433,550 RSUs that vest 25% on the one year anniversary of the grant date, followed by quarterly vesting of 6.25% per quarter until fully vested, over the subsequent three years, and 216,450 RSUs that vest 33% on the one year anniversary of the grant date, followed by quarterly vesting of 8.33% per quarter until fully vested, over the subsequent two years, in each case subject to earlier forfeiture or acceleration.

F1 · balance_after: Represents restricted stock units ("RSUs") to receive one share of the Issuer's Class A Common Stock, par value $0.001 as follows: 433,550 RSUs that vest 25% on the one year anniversary of the grant date, followed by quarterly vesting of 6.25% per quarter until fully vested, over the subsequent three years, and 216,450 RSUs that vest 33% on the one year anniversary of the grant date, followed by quarterly vesting of 8.33% per quarter until fully vested, over the subsequent two years, in each case subject to earlier forfeiture or acceleration.

Read SEC document
September 15, 2021 Filed Sep 17, 2021 20:26 UTC COSTAR GROUP, INC. CSGP · Entity 3416 GrantCommon Stock, par value $0.01 per share 2,811 $88.95 $250,038.45
Disclosure

SEC source: 0001057352-21-000096 · wf-form4_163191039918519.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,951

F1 · balance_after: On June 25, 2021, CoStar Group, Inc. effected a 10-for-1 stock split. The number of shares reported throughout this Form 4 have been adjusted to reflect the stock split.

F2 · balance_after: Represents all shares of Common Stock owned, consisting of 4,951 shares of Common Stock subject to unvested Restricted Stock grants.

Read SEC document
September 24, 2020 Filed Sep 25, 2020 20:33 UTC COSTAR GROUP, INC. CSGP · Entity 3416 GrantCommon Stock, par value $0.01 per share 214 $0.00 $0.00
Disclosure

SEC source: 0001057352-20-000113 · wf-form4_160106597661387.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 214

F1 · balance_after: Represents all shares of Common Stock owned, consisting of 0 shares of Common Stock and 214 shares of Common Stock subject to unvested Restricted Stock grants.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerLTIP Options · Derivative 353,892 Not disclosed Strike: $51.43 Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · derivative · entry 15

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 353,892 shares

Expires 2021-06-23

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F13 · price: Each "LTIP Option," which represents a non-qualified stock option granted pursuant to the 2014 supplemental long-term incentive program that is not vested in accordance with its terms and outstanding immediately prior to the Merger, was assumed and converted into an option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger, equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares, and with performance-vesting conditions equitably adjusted pursuant to the Merger Agreement to reflect the Merger. (continued in footnote 14)

F14 · price: The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

F12 · derivative.exercise_date: Stock options vest if performance conditions are met under the special long-term incentive program as described in the Issuer's Definitive Proxy Statement filed April 21, 2017.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerNon-LTIP Options · Derivative 57,752 Not disclosed Strike: $46.95 Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · derivative · entry 14

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 57,752 shares

Expires 2024-03-28

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6 · price: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

F11 · derivative.exercise_date: The options to purchase the Issuer Common Stock become exercisable in four equal annual installments beginning on April 1, 2018.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerNon-LTIP Options · Derivative 152,552 Not disclosed Strike: $28.20 Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · derivative · entry 13

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 152,552 shares

Expires 2023-03-02

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6 · price: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

F10 · derivative.exercise_date: The options to purchase the Issuer Common Stock become exercisable in four equal annual installments beginning on March 2, 2017.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerNon-LTIP Options · Derivative 139,900 Not disclosed Strike: $28.20 Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · derivative · entry 12

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 139,900 shares

Expires 2023-03-02

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6 · price: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerNon-LTIP Options · Derivative 85,224 Not disclosed Strike: $53.42 Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · derivative · entry 11

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 85,224 shares

Expires 2022-04-10

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6 · price: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

F9 · derivative.exercise_date: The options to purchase the Issuer Common Stock become exercisable in four equal annual installments beginning on April 10, 2016.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerNon-LTIP Options · Derivative 57,612 Not disclosed Strike: $57.83 Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · derivative · entry 10

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 57,612 shares

Expires 2021-04-11

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6 · price: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

F8 · derivative.exercise_date: The options to purchase the Issuer Common Stock become exercisable in four equal annual installments beginning on April 11, 2015.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerNon-LTIP Options · Derivative 46,508 Not disclosed Strike: $47.87 Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · derivative · entry 9

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 46,508 shares

Expires 2020-04-18

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6 · price: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

F7 · derivative.exercise_date: The options to purchase the Issuer Common Stock become exercisable in two equal annual installments beginning on April 18, 2016.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerNon-LTIP Options · Derivative 46,508 Not disclosed Strike: $47.87 Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · derivative · entry 8

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 46,508 shares

Expires 2018-04-18

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6 · price: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerNon-LTIP Options · Derivative 37,708 Not disclosed Strike: $43.83 Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · derivative · entry 7

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 37,708 shares

Expires 2019-04-17

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6 · price: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerNon-LTIP Options · Derivative 44,220 Not disclosed Strike: $24.23 Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · derivative · entry 6

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 44,220 shares

Expires 2018-04-15

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F6 · price: Each "Non-LTIP Option," which represents a non-qualified stock option other than an LTIP Option (as defined below) that is outstanding immediately prior to the Merger, whether vested or unvested, was assumed and converted into a non-qualified stock option to purchase a number of shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger (except that any performance-based vesting conditions applicable to such option no longer apply), equal to the product of (i) the total number of shares of Issuer Common Stock subject to such option, multiplied by (ii) the Equity Award Conversion Ratio, with any fractional shares rounded down to the next lower whole number of shares. The exercise price per share of such option will be equal to the quotient obtained by dividing (A) the Per Share Merger Consideration by (B) the Equity Award Conversion Ratio, with any fractional cents rounded up to the next higher number of whole cents.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerRestricted Stock Units · Derivative 14,552 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · derivative · entry 5

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 14,552 shares

Expires not disclosed

F3 · derivative.exercise_price: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was assumed and converted into an equivalent UnitedHealth award denominated in shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger, equal to the product of (i) the total number of shares of Issuer Common Stock subject to such awards, multiplied by (ii) 0.254270199, which represents the quotient obtained by dividing (A) the Per-Share Merger Consideration by (B) volume weighted average closing sale price of UnitedHealth common stock for the five full trading days ending on and including the third business day prior to the Merger (the "Equity Award Conversion Ratio"), with any fractional shares rounded down to the next lower whole number of shares.

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F5 · price: The RSUs vest in four equal installments on May 10, 2016; April 10, 2017; April 10, 2018; and April 10, 2019, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.

F5 · derivative.exercise_date: The RSUs vest in four equal installments on May 10, 2016; April 10, 2017; April 10, 2018; and April 10, 2019, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.

F5 · derivative.expiration_date: The RSUs vest in four equal installments on May 10, 2016; April 10, 2017; April 10, 2018; and April 10, 2019, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerRestricted Stock Units · Derivative 6,848 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · derivative · entry 4

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,848 shares

Expires not disclosed

F3 · derivative.exercise_price: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was assumed and converted into an equivalent UnitedHealth award denominated in shares of UnitedHealth common stock, on the same terms and conditions as were applicable immediately prior to the Merger, equal to the product of (i) the total number of shares of Issuer Common Stock subject to such awards, multiplied by (ii) 0.254270199, which represents the quotient obtained by dividing (A) the Per-Share Merger Consideration by (B) volume weighted average closing sale price of UnitedHealth common stock for the five full trading days ending on and including the third business day prior to the Merger (the "Equity Award Conversion Ratio"), with any fractional shares rounded down to the next lower whole number of shares.

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F4 · price: The RSUs vest in four equal installments on May 11, 2015; April 11, 2016; April 11, 2017; and April 11, 2018, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.

F4 · derivative.exercise_date: The RSUs vest in four equal installments on May 11, 2015; April 11, 2016; April 11, 2017; and April 11, 2018, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.

F4 · derivative.expiration_date: The RSUs vest in four equal installments on May 11, 2015; April 11, 2016; April 11, 2017; and April 11, 2018, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerCommon Stock 44,220 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · nonDerivative · entry 3

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 0

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F2 · price: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerCommon Stock 193,801 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · nonDerivative · entry 2

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 0

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F2 · price: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 17:03 UTC ADVISORY BOARD CO ABCO · Entity 171687 Disposition to issuerCommon Stock 19,929 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-17-062119 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.

F2 · price: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer.

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April 18, 2017 Filed Apr 20, 2017 16:55 UTC ADVISORY BOARD CO ABCO · Entity 171687 Exercise / conversionRestricted Stock Units · Derivative 8,554 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-027734 · doc4.xml · derivative · entry 3

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,554 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's common stock.

F2 · derivative.exercise_date: The RSUs vest in four equal installments on May 18, 2014; April 18, 2015; April 18, 2016; and April 18, 2017, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Company.

F2 · derivative.expiration_date: The RSUs vest in four equal installments on May 18, 2014; April 18, 2015; April 18, 2016; and April 18, 2017, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Company.

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April 18, 2017 Filed Apr 20, 2017 16:55 UTC ADVISORY BOARD CO ABCO · Entity 171687 Tax withholdingCommon Stock 4,354 $46.95 $204,420.30
Disclosure

SEC source: 0001209191-17-027734 · doc4.xml · nonDerivative · entry 2

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 270,489

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April 18, 2017 Filed Apr 20, 2017 16:55 UTC ADVISORY BOARD CO ABCO · Entity 171687 Exercise / conversionCommon Stock 8,554 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-027734 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 274,843

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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April 11, 2017 Filed Apr 12, 2017 21:33 UTC ADVISORY BOARD CO ABCO · Entity 171687 Exercise / conversionRestricted Stock Units · Derivative 6,848 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-026765 · doc4.xml · derivative · entry 11

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,848

Underlying: Common Stock · 6,848 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's common stock.

F7 · derivative.exercise_date: The RSUs vest in four equal installments on May 11, 2015; April 11, 2016; April 11, 2017; and April 11, 2018, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Company.

F7 · derivative.expiration_date: The RSUs vest in four equal installments on May 11, 2015; April 11, 2016; April 11, 2017; and April 11, 2018, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Company.

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April 11, 2017 Filed Apr 12, 2017 21:33 UTC ADVISORY BOARD CO ABCO · Entity 171687 Tax withholdingCommon Stock 2,425 $47.50 $115,187.50
Disclosure

SEC source: 0001209191-17-026765 · doc4.xml · nonDerivative · entry 9

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 266,289

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April 11, 2017 Filed Apr 12, 2017 21:33 UTC ADVISORY BOARD CO ABCO · Entity 171687 Exercise / conversionCommon Stock 6,848 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-026765 · doc4.xml · nonDerivative · entry 8

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 268,714

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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April 11, 2017 Filed Nov 21, 2017 16:59 UTC Amendment ADVISORY BOARD CO ABCO · Entity 171687 Tax withholdingCommon Stock 3,486 $47.60 $165,933.60
Disclosure

SEC source: 0001209191-17-062107 · doc4a.xml · nonDerivative · entry 2

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 264,965

F3 · shares: The original Form 4 incorrectly reported a disposition of 2,425 shares withheld to cover taxes, which was been corrected to show a disposition of 3,486 shares.

F4 · price: The original Form 4 incorrectly reported a price of $47.50, which was been corrected with a price of $47.60.

F5 · balance_after: The original Form 4 incorrectly reported 266,289 shares, which was been corrected to 264,965 shares beneficially owned following the reported transactions.

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April 10, 2017 Filed Apr 12, 2017 21:33 UTC ADVISORY BOARD CO ABCO · Entity 171687 Exercise / conversionCommon Stock Options · Derivative 11,000 $0.00 Strike: $16.58 $0.00
Disclosure

SEC source: 0001209191-17-026765 · doc4.xml · derivative · entry 13

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,000 shares

Expires 2017-04-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F9 · derivative.exercise_date: The options to purchase the Company's common stock became exercisable in in two equal annual installments beginning April 27, 2013.

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April 10, 2017 Filed Apr 12, 2017 21:33 UTC ADVISORY BOARD CO ABCO · Entity 171687 Exercise / conversionCommon Stock Options · Derivative 37,708 $0.00 Strike: $43.83 $0.00
Disclosure

SEC source: 0001209191-17-026765 · doc4.xml · derivative · entry 12

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 37,708 shares

Expires 2017-04-17

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · derivative.exercise_date: The options to purchase the Company's common stock became exercisable in two equal annual installments beginning on April 17, 2013.

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April 10, 2017 Filed Apr 12, 2017 21:33 UTC ADVISORY BOARD CO ABCO · Entity 171687 Exercise / conversionRestricted Stock Units · Derivative 7,276 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-026765 · doc4.xml · derivative · entry 10

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,552

Underlying: Common Stock · 7,276 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's common stock.

F6 · derivative.exercise_date: The RSUs vest in four equal installments on May 10, 2016; April 10, 2017; April 10, 2018; and April 10, 2019, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Company.

F6 · derivative.expiration_date: The RSUs vest in four equal installments on May 10, 2016; April 10, 2017; April 10, 2018; and April 10, 2019, unless deferred. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Company.

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April 10, 2017 Filed Apr 12, 2017 21:33 UTC ADVISORY BOARD CO ABCO · Entity 171687 SaleCommon Stock 1,580 $47.70 $75,366.00
Disclosure

SEC source: 0001209191-17-026765 · doc4.xml · nonDerivative · entry 7

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 261,866

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F4 · price: These shares were sold in multiple transactions at prices ranging from $47.65 to $47.80. The price reported in Column 4 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 sold at each separate price within the range at which the transaction was effected.

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April 10, 2017 Filed Apr 12, 2017 21:33 UTC ADVISORY BOARD CO ABCO · Entity 171687 SaleCommon Stock 9,420 $47.44 $446,884.80
Disclosure

SEC source: 0001209191-17-026765 · doc4.xml · nonDerivative · entry 6

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 263,446

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F3 · price: These shares were sold in multiple transactions at prices ranging from $46.65 to $47.60. The price reported in Column 4 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 sold at each separate price within the range at which the transaction was effected.

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April 10, 2017 Filed Apr 12, 2017 21:33 UTC ADVISORY BOARD CO ABCO · Entity 171687 Exercise / conversionCommon Stock 11,000 $16.58 $182,380.00
Disclosure

SEC source: 0001209191-17-026765 · doc4.xml · nonDerivative · entry 5

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 272,866

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.