Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTENE CORPCNC · Entity 3133 | Group President, Medicare&Spec | May 29, 2026 | June 02, 2026 |
| NeueHealth, Inc.BHG · Entity 74308 | CEO, Bright HealthCare | August 15, 2022 | August 17, 2022 |
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.
CENTENE CORP
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-29 · Other · Disposed 604.004 · Balance 0 F2: Each share of phantom stock represents the right to receive the fair market value of one share of Centene common stock. F3: Represents a reallocation of units under the Company's nonqualified deferred compensation plan from an investment option tracking the Company's common stock to an alternative investment option. The transaction does not represent an open market sale of securities. The transaction was effected at the closing price of the Company's common stock on the transaction date. F4: The phantom stock has no formal expiration date. The phantom stock will be settled in cash or other non-Company securities upon Mr. Carson's termination with the Company or on such other date Mr. Carson may elect. |
| Common StockSEC Table I · non-derivative | Direct | 122,882 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 122,882 F1: Ownership includes 113,747 shares of previously-granted restricted stock units and performance stock units (reported at target level performance) subject to vesting requirements. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 825 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 825 |
Filing footnotes · ownership attribution and instrument terms
F1: Ownership includes 113,747 shares of previously-granted restricted stock units and performance stock units (reported at target level performance) subject to vesting requirements.
F2: Each share of phantom stock represents the right to receive the fair market value of one share of Centene common stock.
F3: Represents a reallocation of units under the Company's nonqualified deferred compensation plan from an investment option tracking the Company's common stock to an alternative investment option. The transaction does not represent an open market sale of securities. The transaction was effected at the closing price of the Company's common stock on the transaction date.
F4: The phantom stock has no formal expiration date. The phantom stock will be settled in cash or other non-Company securities upon Mr. Carson's termination with the Company or on such other date Mr. Carson may elect.
NeueHealth, Inc.
Report date August 15, 2022 · Filed August 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 571,066 |
Reported balance
After 2022-08-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-08-15 · Grant · Acquired 571,066 · Balance 571,066 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2: The restricted stock units vest in three equal annual installments beginning on August 15, 2023. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.97 · Expires 2032-08-15 | Direct | 1,113,861 |
Reported balance
After 2022-08-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-08-15 · Grant · Acquired 1,113,861 · Balance 1,113,861 F3: The stock options vest in three equal annual installments beginning on August 15, 2023, and expire on August 15, 2032. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2: The restricted stock units vest in three equal annual installments beginning on August 15, 2023.
F3: The stock options vest in three equal annual installments beginning on August 15, 2023, and expire on August 15, 2032.
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 |
|---|---|---|---|---|---|---|
| May 29, 2026 Filed Jun 2, 2026 21:13 UTC | CENTENE CORP CNC · Entity 3133 | OtherPhantom Stock · Derivative | 604.004 | $59.60 Strike: $0.00 | $35,998.64 |
DisclosureSEC source: 0001071739-26-000125 · wk-form4_1780434782.xml · derivative · entry 3 Carson Michael A · CIK 0001934743 · Group President, Medicare&Spec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 604.004 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents the right to receive the fair market value of one share of Centene common stock. F3 · shares: Represents a reallocation of units under the Company's nonqualified deferred compensation plan from an investment option tracking the Company's common stock to an alternative investment option. The transaction does not represent an open market sale of securities. The transaction was effected at the closing price of the Company's common stock on the transaction date. F4 · derivative.exercise_date: The phantom stock has no formal expiration date. The phantom stock will be settled in cash or other non-Company securities upon Mr. Carson's termination with the Company or on such other date Mr. Carson may elect. F4 · derivative.expiration_date: The phantom stock has no formal expiration date. The phantom stock will be settled in cash or other non-Company securities upon Mr. Carson's termination with the Company or on such other date Mr. Carson may elect. F3 · derivative.underlying_shares: Represents a reallocation of units under the Company's nonqualified deferred compensation plan from an investment option tracking the Company's common stock to an alternative investment option. The transaction does not represent an open market sale of securities. The transaction was effected at the closing price of the Company's common stock on the transaction date. Read SEC document |
| May 22, 2026 Filed May 26, 2026 20:59 UTC | CENTENE CORP CNC · Entity 3133 | GrantPhantom Stock · Derivative | 47.935 | $57.77 Strike: $0.00 | $2,769.20 |
DisclosureSEC source: 0001071739-26-000123 · wk-form4_1779829151.xml · derivative · entry 3 Carson Michael A · CIK 0001934743 · Group President, Medicare&Spec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604.004 Underlying: Common Stock · 47.935 shares Expires 2026-05-22 F2 · derivative.exercise_price: Each share of phantom stock represents the right to receive the fair market value of one share of Centene common stock. F3 · shares: The phantom stock was acquired by Mr. Carson through regularly scheduled payroll contributions to the Company's deferred compensation plan. F4 · derivative.expiration_date: The phantom stock has no formal expiration date. The phantom stock will be settled in cash or other non-Company securities upon Mr. Carson's termination with the Company or on such other date Mr. Carson may elect. F3 · derivative.underlying_shares: The phantom stock was acquired by Mr. Carson through regularly scheduled payroll contributions to the Company's deferred compensation plan. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:03 UTC | NeueHealth, Inc. BHG · Entity 74308 | GrantStock Option (Right to Buy) · Derivative | 1,113,861 | $0.00 Strike: $1.97 | $0.00 |
DisclosureSEC source: 0001628280-22-023172 · wf-form4_166077018256155.xml · derivative · entry 2 Carson Michael A · CIK 0001934743 · CEO, Bright HealthCare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,861 Underlying: Common Stock · 1,113,861 shares Expires 2032-08-15 F3 · derivative.exercise_date: The stock options vest in three equal annual installments beginning on August 15, 2023, and expire on August 15, 2032. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:03 UTC | NeueHealth, Inc. BHG · Entity 74308 | GrantRestricted Stock Units · Derivative | 571,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-023172 · wf-form4_166077018256155.xml · derivative · entry 1 Carson Michael A · CIK 0001934743 · CEO, Bright HealthCare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571,066 Underlying: Common Stock · 571,066 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on August 15, 2023. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on August 15, 2023. 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.