Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolent Health, Inc.EVH · Entity 5492 | Director | June 04, 2026 | June 08, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Evolent Health, Inc.
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 102,597 |
Reported balance
After 2026-06-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 41,096 · Balance 102,597 F1: Represents restricted stock units granted to Ms. Keck pursuant to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2: Securities vest on the earlier of June 4, 2027, and the date of the Company's 2027 annual meeting, subject to the reporting person's continued service on the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted to Ms. Keck pursuant to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.
F2: Securities vest on the earlier of June 4, 2027, and the date of the Company's 2027 annual meeting, subject to the reporting person's continued service on the vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Oak Street Health, Inc.
Report date May 02, 2023 · Filed May 02, 2023
Section 16 reporting ended · disclosed 2023-05-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, $0.001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-05-02 transaction · row 1
1 source rowRow 1 · 2023-05-02 · Disposition to issuer · Disposed 94,960 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 7, 2023 (the "Merger Agreement"), by and among the Issuer, CVS Pharmacy, Inc. ("Parent"), Halo Merger Sub Corp. ("Merger Sub") and, for the limited purposes set forth therein, CVS Health Corporation, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock that was issued and outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $39.00 per share in cash, without interest and subject to applicable tax withholdings (the "Per Share Price"). F2: (Continued from Footnote 1) The shares of the Issuer's common stock reported as disposed by the Reporting Person include vested restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically canceled and converted into the right to receive an amount in cash (without interest and subject to applicable tax withholdings) equal to the product of the Per Share Price multiplied by the number of shares of the Issuer's common stock subject to such RSUs as of immediately prior to the Effective Time. F3: The shares of the Issuer's common stock reported as disposed on this Form 4 reflects a correction to the Reporting Person's Form 4 filed on April 28, 2022, which inadvertently reported an issuance of 10,373 RSUs to the Reporting Person as a disposition rather than an acquisition of shares of the Issuer's common stock. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.00 · Expires 2030-08-05 | Direct | 0 |
Reported balance
After 2023-05-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-02 · Disposition to issuer · Disposed 62,374 · Balance 0 F4: Pursuant to the Merger Agreement, this option was automatically canceled and converted into the right to receive an amount in cash (without interest and subject to applicable tax withholdings) equal to the number of shares of the Issuer's common stock subject to such option as of immediately prior to the Effective Time multiplied by the excess of the Per Share Price over the exercise price per share of such option. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 7, 2023 (the "Merger Agreement"), by and among the Issuer, CVS Pharmacy, Inc. ("Parent"), Halo Merger Sub Corp. ("Merger Sub") and, for the limited purposes set forth therein, CVS Health Corporation, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock that was issued and outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $39.00 per share in cash, without interest and subject to applicable tax withholdings (the "Per Share Price").
F2: (Continued from Footnote 1) The shares of the Issuer's common stock reported as disposed by the Reporting Person include vested restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically canceled and converted into the right to receive an amount in cash (without interest and subject to applicable tax withholdings) equal to the product of the Per Share Price multiplied by the number of shares of the Issuer's common stock subject to such RSUs as of immediately prior to the Effective Time.
F3: The shares of the Issuer's common stock reported as disposed on this Form 4 reflects a correction to the Reporting Person's Form 4 filed on April 28, 2022, which inadvertently reported an issuance of 10,373 RSUs to the Reporting Person as a disposition rather than an acquisition of shares of the Issuer's common stock.
F4: Pursuant to the Merger Agreement, this option was automatically canceled and converted into the right to receive an amount in cash (without interest and subject to applicable tax withholdings) equal to the number of shares of the Issuer's common stock subject to such option as of immediately prior to the Effective Time multiplied by the excess of the Per Share Price over the exercise price per share of such option.
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 04, 2026 Filed Jun 8, 2026 20:23 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 41,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-26-000046 · wk-form4_1780950223.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,597 F1 · security: Represents restricted stock units granted to Ms. Keck pursuant to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 4, 2027, and the date of the Company's 2027 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 11:07 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 21,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-25-000078 · wk-form4_1749467248.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,501 F1 · security: Represents restricted stock units granted to Ms. Keck pursuant to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 5, 2026, and the date of the Company's 2026 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 12:04 UTC | Evolent Health, Inc. EVH · Entity 5492 | PurchaseClass A Common Stock | 10,540 | $9.44 | $99,497.60 |
DisclosureSEC source: 0001628908-25-000038 · wk-form4_1741608288.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,522 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.09-$9.47, inclusive. The reporting person undertakes to provide to Evolent Health, Inc., any security holder of Evolent Health, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 23:34 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 7,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-24-000073 · wk-form4_1718062440.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,982 F1 · security: Represents restricted stock units granted to Ms. Keck pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 6, 2025, and the date of the Company's 2025 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 21:23 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 5,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-23-000090 · wf-form4_168660497370924.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,273 F1 · security: Represents restricted stock units granted to Ms. Keck pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 8, 2024 and the date of the Company's 2024 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| May 02, 2023 Filed May 2, 2023 23:53 UTC | Oak Street Health, Inc. OSH · Entity 113906 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 62,374 | $18.00 Strike: $21.00 | $1,122,732.00 |
DisclosureSEC source: 0000899243-23-012026 · doc4.xml · derivative · entry 2 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock, $0.001 par value · 62,374 shares Expires 2030-08-05 F4 · derivative.exercise_date: Pursuant to the Merger Agreement, this option was automatically canceled and converted into the right to receive an amount in cash (without interest and subject to applicable tax withholdings) equal to the number of shares of the Issuer's common stock subject to such option as of immediately prior to the Effective Time multiplied by the excess of the Per Share Price over the exercise price per share of such option. Read SEC document |
| May 02, 2023 Filed May 2, 2023 23:53 UTC | Oak Street Health, Inc. OSH · Entity 113906 | Disposition to issuerCommon stock, $0.001 par value | 94,960 | $39.00 | $3,703,440.00 |
DisclosureSEC source: 0000899243-23-012026 · doc4.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to that certain Agreement and Plan of Merger, dated as of February 7, 2023 (the "Merger Agreement"), by and among the Issuer, CVS Pharmacy, Inc. ("Parent"), Halo Merger Sub Corp. ("Merger Sub") and, for the limited purposes set forth therein, CVS Health Corporation, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock that was issued and outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $39.00 per share in cash, without interest and subject to applicable tax withholdings (the "Per Share Price"). F2 · kind: (Continued from Footnote 1) The shares of the Issuer's common stock reported as disposed by the Reporting Person include vested restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically canceled and converted into the right to receive an amount in cash (without interest and subject to applicable tax withholdings) equal to the product of the Per Share Price multiplied by the number of shares of the Issuer's common stock subject to such RSUs as of immediately prior to the Effective Time. F3 · shares: The shares of the Issuer's common stock reported as disposed on this Form 4 reflects a correction to the Reporting Person's Form 4 filed on April 28, 2022, which inadvertently reported an issuance of 10,373 RSUs to the Reporting Person as a disposition rather than an acquisition of shares of the Issuer's common stock. Read SEC document |
| April 23, 2023 Filed Apr 25, 2023 21:51 UTC | Oak Street Health, Inc. OSH · Entity 113906 | GrantCommon Stock, $0.001 par value | 5,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025604 · doc4.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,214 F1 · kind: Represents Restricted Stock Units (RSUs) issued to the Reporting Person under the Oak Street Health, Inc. Omnibus Incentive Plan. These RSUs will vest the day immediately prior to the date of the next annual meeting of the stockholders of the Company occurring after the date of grant so long as the Reporting Person continues to serve on the Board through such date. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 22:21 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 5,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-22-000079 · wf-form4_165515885500799.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,224 F1 · security: Represents restricted stock units granted to Ms. Keck pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 9, 2023 and the date of the company's 2023 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 23:26 UTC | Oak Street Health, Inc. OSH · Entity 113906 | GrantCommon Stock, $0.001 par value | 10,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026078 · doc4.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,074 F1 · kind: Represents Restricted Stock Units (RSUs) issued to the Reporting Person under the Oak Street Health, Inc. Omnibus Incentive Plan. These RSUs will vest upon the earlier of the (i) twelve-month anniversary of the grant date or (ii) the day immediately prior to the date of the next annual meeting of the Company's stockholders occurring after the date of grant so long as the Eligible Director continues to serve on the Board through such date. Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 22:15 UTC | Oak Street Health, Inc. OSH · Entity 113906 | GrantCommon stock, $0.001 par value | 4,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063412 · doc4.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,447 F1 · kind: Represents Restricted Stock Units (RSUs) issued to the Reporting Person under the Oak Street Health, Inc. Omnibus Incentive Plan. These RSUs will vest the day immediately prior to the date of the next annual meeting of the stockholders of the Company occurring after the date of grant so long as the Reporting Person continues to serve on the Board through such date. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 21:45 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 7,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-21-000081 · wf-form4_162370712373219.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,660 F1 · security: Represents restricted stock units granted to Ms. Keck pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 10, 2022 and the date of the company's 2022 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| May 05, 2021 Filed May 5, 2021 20:15 UTC | Oak Street Health, Inc. OSH · Entity 113906 | GrantCommon stock, $0.001 par value | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030306 · doc4.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 F1 · shares: Represents Restricted Stock Units issued to the Reporting Person upon approval by the Company's shareholders at the Oak Street Health annual meeting of shareholders held on May 5, 2021. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 21:18 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 2,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-21-000014 · wf-form4_161238707099274.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,875 F1 · security: Represents restricted stock units granted to Ms. Keck pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of February 1, 2022 and the date of the company's 2021 annual meeting, subject to the reporting person's continued service on the vesting date. Read SEC document |
| August 10, 2020 Filed Sep 2, 2020 00:32 UTC | Oak Street Health, Inc. "OSH" · Entity 113906 | PurchaseCommon stock, $0.001 par value | 5,000 | $21.00 | $105,000.00 |
DisclosureSEC source: 0000899243-20-023795 · doc4.xml · nonDerivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · kind: Represents shares purchased in the Issuer's directed share program upon the closing of the Issuer's initial public offering, which closed on August 10, 2020. Read SEC document |
| August 05, 2020 Filed Sep 4, 2020 21:19 UTC Amendment | Oak Street Health, Inc. OSH · Entity 113906 | GrantStock Options (Right to Buy) · Derivative | 62,374 | $0.00 Strike: $21.00 | $0.00 |
DisclosureSEC source: 0000899243-20-024371 · doc4a.xml · derivative · entry 1 KECK KIM · CIK 0001818332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,374 Underlying: Common stock, $0.001 par value · 62,374 shares Expires 2030-08-05 F1 · derivative.exercise_date: These options will vest 25% on February 21, 2021, and then in twelve equal quarterly installments, subject to continued service. These options were incidentally omitted from Ms. Keck's previous Form 4. 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.