Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARDINAL HEALTH INCCAH · Entity 3014 | Director | November 05, 2025 | November 06, 2025 |
| COSTAR GROUP, INC.CSGP · Entity 3416 | Director | June 23, 2026 | June 25, 2026 |
| Definitive Healthcare Corp.DH · Entity 1538 | Director · Chief Executive Officer | January 07, 2024 | January 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 2,116 |
Reported balance
After 2025-11-05 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 26,539 |
Reported balance
After 2026-06-23 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,201,638 |
Reported balance
After 2024-01-07 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 1
1 source rowRow 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-derivative | IndirectBy Trusts | 0 |
Reported balance
After 2017-11-17 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | IndirectBy Trusts | 0 |
Reported balance
After 2017-11-17 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2018-04-15 | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2019-04-17 | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2018-04-18 | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2020-04-18 | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2021-04-11 | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2022-04-10 | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2023-03-02 | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2023-03-02 | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2024-03-28 | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2021-06-23 | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.