Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cambium Networks CorpCMBM · Entity 8352 | Director | September 11, 2023 | September 13, 2023 |
| Evolent Health, Inc.EVH · Entity 5492 | Director | June 09, 2020 | June 11, 2020 |
| Huckleberry.ai, Inc.DOMO · Entity 6423 | Chief Financial Officer | December 21, 2022 | December 23, 2022 |
| Veradigm Inc.MDRX · Entity 13670 | Director | June 01, 2026 | June 03, 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.
Cambium Networks Corp
Report date September 11, 2023 · Filed September 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.87 · Expires 2033-09-11 | Direct | 80,000 |
Reported balance
After 2023-09-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-09-11 · Grant · Acquired 80,000 · Balance 80,000 F1: This option vests as follows: 25% vest on September 11, 2024, and the remaining 75% vest in 12 equal quarterly installments on a quarterly basis thereafter, subject to the reporting person's continued service as of each vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.87 · Expires 2033-09-11 | Direct | 21,588 |
Reported balance
After 2023-09-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-11 · Grant · Acquired 21,588 · Balance 21,588 F2: This option is fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: This option vests as follows: 25% vest on September 11, 2024, and the remaining 75% vest in 12 equal quarterly installments on a quarterly basis thereafter, subject to the reporting person's continued service as of each vesting date.
F2: This option is fully vested.
Evolent Health, Inc.
Report date June 09, 2020 · Filed June 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 53,742 |
Reported balance
After 2020-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-06-09 · Grant · Acquired 18,302 · Balance 53,742 F1: Represents restricted stock units granted to Mr. Felt pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2: Securities vest on the earlier of June 9, 2021 and the date of the company's 2021 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 Mr. Felt pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.
F2: Securities vest on the earlier of June 9, 2021 and the date of the company's 2021 annual meeting, subject to the reporting person's continued service on the vesting date.
Huckleberry.ai, Inc.
Report date December 21, 2022 · Filed December 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 248,669 |
Reported balance
After 2022-12-21 transaction · row 1
1 source rowRow 1 · 2022-12-21 · Sale · Disposed 5,525 · Balance 248,669 F1: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on December 20, 2022. F2: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $14.6801 to $14.721 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on December 20, 2022.
F2: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $14.6801 to $14.721 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.
Veradigm Inc.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 97,715 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 42,507 · Balance 97,715 F1: Award of Restricted Stock Units granted under the Veradigm Inc. Amended and Restated 2024 Stock Incentive Plan on June 1, 2026 (the "Grant Date"). On the first anniversary of the Grant Date, 100% of the Restricted Stock Units will automatically convert into an equal number of Deferred Stock Units pursuant to an election the recipient has made pursuant to the Veradigm Inc. Director Deferred Compensation Plan. The Deferred Stock Units will be settled in shares of common stock on the tenth business day of January of the calendar year following the calendar year in which the recipient ceases to be a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of Restricted Stock Units granted under the Veradigm Inc. Amended and Restated 2024 Stock Incentive Plan on June 1, 2026 (the "Grant Date"). On the first anniversary of the Grant Date, 100% of the Restricted Stock Units will automatically convert into an equal number of Deferred Stock Units pursuant to an election the recipient has made pursuant to the Veradigm Inc. Director Deferred Compensation Plan. The Deferred Stock Units will be settled in shares of common stock on the tenth business day of January of the calendar year following the calendar year in which the recipient ceases to be a director.
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 01, 2026 Filed Jun 3, 2026 20:31 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 42,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-255574 · ownership.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,715 F1 · kind: Award of Restricted Stock Units granted under the Veradigm Inc. Amended and Restated 2024 Stock Incentive Plan on June 1, 2026 (the "Grant Date"). On the first anniversary of the Grant Date, 100% of the Restricted Stock Units will automatically convert into an equal number of Deferred Stock Units pursuant to an election the recipient has made pursuant to the Veradigm Inc. Director Deferred Compensation Plan. The Deferred Stock Units will be settled in shares of common stock on the tenth business day of January of the calendar year following the calendar year in which the recipient ceases to be a director. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 23:44 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 46,512 | $4.30 | $200,001.60 |
DisclosureSEC source: 0000950170-25-081241 · ownership.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,208 F1 · kind: Award of Restricted Stock Units granted under the Veradigm, Inc. Amended and Restated 2024 Stock Incentive Plan on June 2, 2025 (the "Grant Date"). The grant vests 100% on the first anniversary of the Grant Date. Read SEC document |
| March 24, 2025 Filed Mar 27, 2025 00:45 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 8,696 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-045627 · ownership.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,696 F1 · kind: Award of Restricted Stock Units granted under the Veradigm, Inc. 2024 Veradigm Stock Incentive Plan on March 24, 2025. The award vests 100% on May 31, 2025. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 16:15 UTC | Cambium Networks Corp CMBM · Entity 8352 | GrantStock Option (right to buy) · Derivative | 21,588 | $0.00 Strike: $7.87 | $0.00 |
DisclosureSEC source: 0000905148-23-000912 · form4.xml · derivative · entry 2 Felt Bruce C. Jr. · CIK 0001410700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,588 Underlying: Ordinary Shares · 21,588 shares Expires 2033-09-11 F2 · derivative.exercise_date: This option is fully vested. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 16:15 UTC | Cambium Networks Corp CMBM · Entity 8352 | GrantStock Option (right to buy) · Derivative | 80,000 | $0.00 Strike: $7.87 | $0.00 |
DisclosureSEC source: 0000905148-23-000912 · form4.xml · derivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,000 Underlying: Ordinary Shares · 80,000 shares Expires 2033-09-11 F1 · derivative.exercise_date: This option vests as follows: 25% vest on September 11, 2024, and the remaining 75% vest in 12 equal quarterly installments on a quarterly basis thereafter, subject to the reporting person's continued service as of each vesting date. Read SEC document |
| December 21, 2022 Filed Dec 23, 2022 16:45 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 5,525 | $14.69 | $81,151.20 |
DisclosureSEC source: 0001628280-22-032561 · wf-form4_167183191366509.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,669 F1 · kind: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on December 20, 2022. F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $14.6801 to $14.721 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| September 22, 2022 Filed Sep 23, 2022 16:04 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 5,951 | $16.84 | $100,205.32 |
DisclosureSEC source: 0001628280-22-025414 · wf-form4_166396347922032.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,194 F1 · kind: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on September 20, 2022. F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $16.835 to $16.87 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 18, 2022 Filed Mar 22, 2022 19:29 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 20,000 | $48.52 | $970,484.00 |
DisclosureSEC source: 0001628280-22-006968 · wf-form4_164799177547141.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,145 F1 · kind: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that will vest on March 21, 2022. F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $48.50 to $48.80 per share. Upon request by the Commission staff, the Issuer,or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:56 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 87,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-006632 · wf-form4_164756498388908.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,145 F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 18:42 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 7,542 | $49.68 | $374,686.56 |
DisclosureSEC source: 0001628280-21-025533 · wf-form4_164021651035135.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,323 Read SEC document |
| September 21, 2021 Filed Sep 21, 2021 20:57 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 7,450 | $78.36 | $583,805.84 |
DisclosureSEC source: 0001628280-21-018978 · wf-form4_163227222022518.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,865 F1 · kind: The sales reported by the Reporting Person were to cover the taxable obligation due on recently vested Restricted Stock Units (RSUs) that vested on September 20, 2021. F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $78.15 to $78.615 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| June 22, 2021 Filed Jun 23, 2021 18:05 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 7,540 | $80.18 | $604,524.02 |
DisclosureSEC source: 0001628280-21-012753 · wf-form4_162448590230845.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,315 F1 · kind: The sales reported by the Reporting Person were to cover the taxable obligation due on recently vested Restricted Stock Units (RSUs) that vested on June 21, 2021. F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $80.00 to $80.40 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 1,839 shares acquired pursuant to the Issuer's 2018 Employee Stock Purchase Plan on April 1, 2021. Read SEC document |
| March 22, 2021 Filed Mar 23, 2021 16:51 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 18,191 | $66.12 | $1,202,788.92 |
DisclosureSEC source: 0001628280-21-005369 · wf-form4_161653270256938.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,016 Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 21:35 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-004487 · wf-form4_161543008913924.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,207 F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer. Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 18:19 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 8,471 | $67.57 | $572,385.47 |
DisclosureSEC source: 0001628280-20-017709 · wf-form4_160867914190760.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,207 Read SEC document |
| December 16, 2020 Filed Dec 16, 2020 18:01 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | OtherStock Option (right to buy) · Derivative | 50,000 | $25.50 Strike: $25.50 | $1,275,000.00 |
DisclosureSEC source: 0001628280-20-017571 · wf-form4_160815965657795.xml · derivative · entry 7 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,230 Underlying: Class B Common Stock · 50,000 shares Expires 2024-09-03 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on July 15, 2020. F6 · derivative.exercise_date: 1/4 of the shares subject to the option vested on August 18, 2015 and 1/48 of the shares subject to the option vested each month thereafter. Read SEC document |
| December 16, 2020 Filed Dec 16, 2020 18:01 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 50,000 | $60.36 | $3,017,830.00 |
DisclosureSEC source: 0001628280-20-017571 · wf-form4_160815965657795.xml · nonDerivative · entry 5 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,678 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on July 15, 2020. F4 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $60.00 to $60.86 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| December 16, 2020 Filed Dec 16, 2020 18:01 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Exercise / conversionClass B Common Stock | 50,000 | $25.50 | $1,275,000.00 |
DisclosureSEC source: 0001628280-20-017571 · wf-form4_160815965657795.xml · nonDerivative · entry 4 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,678 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 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on July 15, 2020. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 18:01 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | OtherStock Option (right to buy) · Derivative | 100,000 | $25.50 Strike: $25.50 | $2,550,000.00 |
DisclosureSEC source: 0001628280-20-017571 · wf-form4_160815965657795.xml · derivative · entry 6 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,230 Underlying: Class B Common Stock · 100,000 shares Expires 2024-09-03 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on July 15, 2020. F5 · derivative.exercise_date: 1/4 of the shares subject to the option vested on August 18, 2015 and 1/48 of the shares subject to the option vested each month thereafter. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 18:01 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 22,530 | $51.04 | $1,149,931.20 |
DisclosureSEC source: 0001628280-20-017571 · wf-form4_160815965657795.xml · nonDerivative · entry 3 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,678 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on July 15, 2020. F3 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $48.58 to $53.30 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 18:01 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 100,000 | $53.48 | $5,348,000.00 |
DisclosureSEC source: 0001628280-20-017571 · wf-form4_160815965657795.xml · nonDerivative · entry 2 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,208 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on July 15, 2020. F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $50.00 to $55.00 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 18:01 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Exercise / conversionClass B Common Stock | 100,000 | $25.50 | $2,550,000.00 |
DisclosureSEC source: 0001628280-20-017571 · wf-form4_160815965657795.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,208 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 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on July 15, 2020. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 16:47 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 2,567 | $47.71 | $122,471.83 |
DisclosureSEC source: 0001628280-20-017200 · wf-form4_160746402518197.xml · nonDerivative · entry 2 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,208 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on July 15, 2020. F3 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $47.50 to $47.79 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 16:47 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 9,547 | $45.31 | $432,591.75 |
DisclosureSEC source: 0001628280-20-017200 · wf-form4_160746402518197.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,775 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on July 15, 2020. F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $45 to $45.88 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| September 22, 2020 Filed Sep 23, 2020 17:10 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 2,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-013864 · wf-form4_160089541552016.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,322 Read SEC document |
| September 10, 2020 Filed Sep 10, 2020 18:35 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 7,815 | $42.50 | $332,137.50 |
DisclosureSEC source: 0001628280-20-013460 · wf-form4_159977729914795.xml · nonDerivative · entry 3 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,144 F2 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on July 15, 2020. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 18:35 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 3,500 | $40.00 | $140,000.00 |
DisclosureSEC source: 0001628280-20-013460 · wf-form4_159977729914795.xml · nonDerivative · entry 2 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,959 F2 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on July 15, 2020. Read SEC document |
| July 09, 2020 Filed Jul 10, 2020 16:27 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 5,324 | $38.02 | $202,418.48 |
DisclosureSEC source: 0001628280-20-010298 · wf-form4_159441284561126.xml · nonDerivative · entry 2 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,506 F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $38.00 to $38.04 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| July 09, 2020 Filed Jul 10, 2020 16:27 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 9,676 | $37.58 | $363,624.08 |
DisclosureSEC source: 0001628280-20-010298 · wf-form4_159441284561126.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,830 F1 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $37.00 to $37.99 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| July 02, 2020 Filed Sep 10, 2020 18:35 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GiftClass B Common Stock | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-013460 · wf-form4_159977729914795.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,459 F1 · kind: Charitable donation of 675 shares held by the Reporting Person. Read SEC document |
| June 20, 2020 Filed Sep 4, 2020 18:33 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 8,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-013352 · wf-form4_159925877446814.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,134 F1 · balance_after: Includes 1,635 shares acquired pursuant to the Issuer's 2018 Employee Stock Purchase Plan on April 1, 2020. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 17:30 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 18,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-20-000076 · wf-form4_159191100875200.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,742 F1 · security: Represents restricted stock units granted to Mr. Felt pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 9, 2021 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 |
| March 20, 2020 Filed Mar 24, 2020 19:07 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 2,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-004022 · wf-form4_158509122399491.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,506 Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 20:45 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 130,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-003241 · wf-form4_158380110624111.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,962 F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer. Read SEC document |
| December 20, 2019 Filed Dec 26, 2019 13:13 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 3,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-015294 · wf-form4_157738399465377.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,962 F1 · balance_after: Includes 380 shares acquired pursuant to the Issuer's 2018 Employee Stock Purchase Plan on October 1, 2019 Read SEC document |
| December 20, 2019 Filed Sep 4, 2020 18:28 UTC Amendment | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 7,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-013351 · wf-form4a_159925846437002.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,426 F1 · shares: This Form 4/A has been filed to correct the number of shares withheld by the Issuer on December 20, 2019 to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of restricted stock units. F2 · balance_after: Includes 380 shares acquired pursuant to the Issuer's 2018 Employee Stock Purchase Plan on October 1, 2019. Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 18:32 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 3,214 | $17.80 | $57,209.20 |
DisclosureSEC source: 0001628280-19-011898 · wf-form4_156936434904896.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,795 Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 17:11 UTC | Cambium Networks Corp CMBM · Entity 8352 | GrantStock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $12.00 | $0.00 |
DisclosureSEC source: 0001140361-19-011986 · form4.xml · derivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Ordinary Shares · 60,000 shares Expires 2029-06-23 F1 · derivative.exercise_date: This option vests as follows: 25% vests on July 24, 2019, and the remaining 75% vests in 12 equal quarterly installments on a quarterly basis thereafter, subject to reporting person's continued service as of each vesting date and subject to acceleration upon certain events. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 19:06 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 2,151 | $30.35 | $65,282.85 |
DisclosureSEC source: 0001628280-19-008288 · wf-form4_156141756133401.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,009 F1 · balance_after: Includes 2,000 shares acquired under the Issuer's 2018 Employee Stock Purchase Plan on April 1, 2019. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 08:06 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 14,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-19-000042 · primary_doc.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,440 F1 · security: Represents restricted stock units granted to Mr. Felt pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 11, 2020 and the date of the company's 2020 annual meeting, subject to the reporting person's continued service on the vesting date. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 18:07 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 12,673 | $43.30 | $548,740.90 |
DisclosureSEC source: 0001628280-19-003270 · wf-form4_155329245541509.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,160 Read SEC document |
| November 04, 2018 Filed Nov 6, 2018 18:47 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001505952-18-000024 · wf-form4_154154802240756.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,833 F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer. F1 · price: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer. Read SEC document |
| July 03, 2018 Filed Jul 3, 2018 20:20 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | PurchaseClass B Common Stock | 3,500 | $21.00 | $73,500.00 |
DisclosureSEC source: 0001628280-18-009102 · wf-form4_153066359267740.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,833 Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 16:53 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 5,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-18-000045 · primary_doc.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,284 F1 · security: Represents restricted stock units granted to Mr. Felt pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 13, 2019 and the date of the company's 2019 annual meeting, subject to the reporting person's continued service on the vesting date. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 17:35 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 4,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-17-000031 · primary_doc.xml · nonDerivative · entry 1 Felt Bruce C. Jr. · CIK 0001410700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,825 F1 · security: Represents restricted stock units granted to Mr. Felt pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest on the earlier of June 8, 2018 and the date of the company's 2018 annual meeting, subject to the reporting person's continued service on the vesting date. F3 · balance_after: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. 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.