Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolent Health, Inc.EVH · Entity 5492 | Director | June 13, 2018 | June 15, 2018 |
| Progyny, Inc.PGNY · Entity 4521 | Director | May 21, 2026 | May 26, 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 13, 2018 · Filed June 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 21,284 |
Reported balance
After 2018-06-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-06-13 · Grant · Acquired 5,459 · Balance 21,284 F1: Represents restricted stock units granted to Dr. Payson pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2: 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: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted to Dr. Payson pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.
F2: 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: Includes restricted stock units under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission.
Progyny, Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,349 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 5,660 · Balance 12,349 F1: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock. The RSUs will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.69 · Expires 2036-05-20 | Direct | 3,203 |
Reported balance
After 2026-05-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-21 · Grant · Acquired 3,203 · Balance 3,203 F4: The option was issued to the Reporting Person in lieu of an annual cash retainer of $39,990 for board and committee service. The shares subject to the option will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.69 · Expires 2036-05-20 | Direct | 27,119 |
Reported balance
After 2026-05-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-21 · Grant · Acquired 27,119 · Balance 27,119 F5: The shares subject to the option will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 331,363 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 331,363 F2: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 122,493 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 122,493 F3: The reportable securities are directly held by EVO Eagle, LLC. The Reporting Person shares voting and dispositive power over the securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock. The RSUs will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date.
F2: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.
F3: The reportable securities are directly held by EVO Eagle, LLC. The Reporting Person shares voting and dispositive power over the securities.
F4: The option was issued to the Reporting Person in lieu of an annual cash retainer of $39,990 for board and committee service. The shares subject to the option will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date.
F5: The shares subject to the option will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Apria, Inc.
Report date March 29, 2022 · Filed March 29, 2022
Section 16 reporting ended · disclosed 2022-03-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-03-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-29 · Disposition to issuer · Disposed 5,059 · Balance 0 F2: Represents a contingent right to receive one share of the Issuer's Common Stock payable in Common Stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee. F1: On March 29, 2022, Owens & Minor, Inc. ("Owens & Minor") acquired the Issuer pursuant to a certain Agreement and Plan of Merger, dated as of January 7, 2022 (the "Merger Agreement"), by and among the Issuer, Owens & Minor and StoneOak Merger Sub Inc., an indirect, wholly owned subsidiary of Owens & Minor ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as an indirect, wholly owned subsidiary of Owens & Minor. At the effective time of the Merger, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $37.50 per share in cash (the "Merger Consideration"), without interest and subject to applicable withholding tax. F3: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") became fully vested and cancelled and entitled the holder to receive an amount of cash, without interest and subject to deduction for any required tax withholding, equal to the number of shares of Common Stock subject to such RSU, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration. F4: Represents RSUs granted in 2021, which were originally scheduled to vest on the earlier of (i) June 10, 2022 and (ii) the first regularly scheduled annual meeting of the stockholders of the Company following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 29, 2022, Owens & Minor, Inc. ("Owens & Minor") acquired the Issuer pursuant to a certain Agreement and Plan of Merger, dated as of January 7, 2022 (the "Merger Agreement"), by and among the Issuer, Owens & Minor and StoneOak Merger Sub Inc., an indirect, wholly owned subsidiary of Owens & Minor ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as an indirect, wholly owned subsidiary of Owens & Minor. At the effective time of the Merger, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $37.50 per share in cash (the "Merger Consideration"), without interest and subject to applicable withholding tax.
F2: Represents a contingent right to receive one share of the Issuer's Common Stock payable in Common Stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee.
F3: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") became fully vested and cancelled and entitled the holder to receive an amount of cash, without interest and subject to deduction for any required tax withholding, equal to the number of shares of Common Stock subject to such RSU, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration.
F4: Represents RSUs granted in 2021, which were originally scheduled to vest on the earlier of (i) June 10, 2022 and (ii) the first regularly scheduled annual meeting of the stockholders of the Company following the grant date.
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 |
|---|---|---|---|---|---|---|
| April 22, 2020 Filed Apr 25, 2020 01:37 UTC | Progyny, Inc. PGNY · Entity 4521 | SaleCommon Stock | 1,694 | $20.83 | $35,286.02 |
DisclosureSEC source: 0001209191-20-025740 · doc4.xml · nonDerivative · entry 1 Payson Norman · CIK 0000898544 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 773,505 F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.31 to $21.29 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (5), (6), (7), (10), (11) and (12) to this Form 4. F3 · balance_after: On December 12, 2019, with the consent of the Issuer, The Norman C. Payson 2018 Grantor Retained Annuity Trust dated November 28, 2018 ("NCP GRAT") transferred 425,000 shares to the The Norman C. and Melinda B. Payson Revocable Trust ("NMP Trust"). On December 13, 2019, with the consent of the Issuer, The Melinda B. Payson 2018 Grantor Retained Annuity Trust dated November 28, 2018 ("MBP GRAT") transferred 425,000 shares to the NMP Trust. F4 · ownership.nature: The reportable securities are directly held by Melinda B. Payson and Robert L. Carson, Trustee of the MBP GRAT. The Reporting Person's spouse is a trustee of the MBP GRAT. Read SEC document |
| October 29, 2019 Filed Oct 30, 2019 01:16 UTC | Progyny, Inc. PGNY · Entity 4521 | ConversionSeries B Preferred Stock · Derivative | 1,484,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054417 · doc4.xml · derivative · entry 8 Payson Norman · CIK 0000898544 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 1,484,696 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 share of Series B Preferred Stock automatically converted into shares of Issuer's common stock, without payment of additional consideration, on a one-for-one basis, immediately upon the closing of the Issuer's initial public offering on October 29, 2019. F1 · derivative.exercise_date: Each share of Series B Preferred Stock automatically converted into shares of Issuer's common stock, without payment of additional consideration, on a one-for-one basis, immediately upon the closing of the Issuer's initial public offering on October 29, 2019. F1 · derivative.expiration_date: Each share of Series B Preferred Stock automatically converted into shares of Issuer's common stock, without payment of additional consideration, on a one-for-one basis, immediately upon the closing of the Issuer's initial public offering on October 29, 2019. F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Robert L. Carson, Trustee of The Norman C. Payson 2018 Grantor Retained Annuity Trust dated November 28, 2018 (the "NCP GRAT"). The Reporting Person is a trustee of the NCP GRAT. Read SEC document |
| October 29, 2019 Filed Oct 30, 2019 01:16 UTC | Progyny, Inc. PGNY · Entity 4521 | ConversionSeries B Preferred Stock · Derivative | 1,484,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054417 · doc4.xml · derivative · entry 7 Payson Norman · CIK 0000898544 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 1,484,696 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 share of Series B Preferred Stock automatically converted into shares of Issuer's common stock, without payment of additional consideration, on a one-for-one basis, immediately upon the closing of the Issuer's initial public offering on October 29, 2019. F1 · derivative.exercise_date: Each share of Series B Preferred Stock automatically converted into shares of Issuer's common stock, without payment of additional consideration, on a one-for-one basis, immediately upon the closing of the Issuer's initial public offering on October 29, 2019. F1 · derivative.expiration_date: Each share of Series B Preferred Stock automatically converted into shares of Issuer's common stock, without payment of additional consideration, on a one-for-one basis, immediately upon the closing of the Issuer's initial public offering on October 29, 2019. F2 · ownership.nature: The reportable securities are directly held by Melinda B. Payson and Robert L. Carson, Trustee of The Melinda B. Payson 2018 Grantor Retained Annuity Trust dated November 28, 2018 (the "MBP GRAT"). The Reporting Person's spouse is a trustee of the MBP GRAT. Read SEC document |
| October 29, 2019 Filed Oct 30, 2019 01:16 UTC | Progyny, Inc. PGNY · Entity 4521 | SaleCommon Stock | 284,497 | $12.22 | $3,476,553.34 |
DisclosureSEC source: 0001209191-19-054417 · doc4.xml · nonDerivative · entry 4 Payson Norman · CIK 0000898544 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,200,199 F4 · price: These shares were sold by the Reporting Person as a selling stockholder pursuant to an underwritten public offering by the Issuer. The reported sale price reflects the price at which the Reporting Person sold shares to the underwriters. F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Robert L. Carson, Trustee of The Norman C. Payson 2018 Grantor Retained Annuity Trust dated November 28, 2018 (the "NCP GRAT"). The Reporting Person is a trustee of the NCP GRAT. Read SEC document |
| October 29, 2019 Filed Oct 30, 2019 01:16 UTC | Progyny, Inc. PGNY · Entity 4521 | SaleCommon Stock | 284,497 | $12.22 | $3,476,553.34 |
DisclosureSEC source: 0001209191-19-054417 · doc4.xml · nonDerivative · entry 3 Payson Norman · CIK 0000898544 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,200,199 F4 · price: These shares were sold by the Reporting Person as a selling stockholder pursuant to an underwritten public offering by the Issuer. The reported sale price reflects the price at which the Reporting Person sold shares to the underwriters. F2 · ownership.nature: The reportable securities are directly held by Melinda B. Payson and Robert L. Carson, Trustee of The Melinda B. Payson 2018 Grantor Retained Annuity Trust dated November 28, 2018 (the "MBP GRAT"). The Reporting Person's spouse is a trustee of the MBP GRAT. Read SEC document |
| October 29, 2019 Filed Oct 30, 2019 01:16 UTC | Progyny, Inc. PGNY · Entity 4521 | ConversionCommon Stock | 1,484,696 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-054417 · doc4.xml · nonDerivative · entry 2 Payson Norman · CIK 0000898544 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,484,696 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 · price: Each share of Series B Preferred Stock automatically converted into shares of Issuer's common stock, without payment of additional consideration, on a one-for-one basis, immediately upon the closing of the Issuer's initial public offering on October 29, 2019. F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Robert L. Carson, Trustee of The Norman C. Payson 2018 Grantor Retained Annuity Trust dated November 28, 2018 (the "NCP GRAT"). The Reporting Person is a trustee of the NCP GRAT. Read SEC document |
| October 29, 2019 Filed Oct 30, 2019 01:16 UTC | Progyny, Inc. PGNY · Entity 4521 | ConversionCommon Stock | 1,484,696 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-054417 · doc4.xml · nonDerivative · entry 1 Payson Norman · CIK 0000898544 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,484,696 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 · price: Each share of Series B Preferred Stock automatically converted into shares of Issuer's common stock, without payment of additional consideration, on a one-for-one basis, immediately upon the closing of the Issuer's initial public offering on October 29, 2019. F2 · ownership.nature: The reportable securities are directly held by Melinda B. Payson and Robert L. Carson, Trustee of The Melinda B. Payson 2018 Grantor Retained Annuity Trust dated November 28, 2018 (the "MBP GRAT"). The Reporting Person's spouse is a trustee of the MBP GRAT. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 21:07 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 5,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-18-000047 · primary_doc.xml · nonDerivative · entry 1 Payson Norman · CIK 0000898544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,284 F1 · security: Represents restricted stock units granted to Dr. Payson 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 21:24 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 4,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-17-000030 · primary_doc.xml · nonDerivative · entry 1 Payson Norman · CIK 0000898544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,825 F1 · security: Represents restricted stock units granted to Mr. Payson 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.