Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARDINAL HEALTH INCCAH · Entity 3014 | Director | November 08, 2017 | November 09, 2017 |
| ILLUMINA, INC.ILMN · Entity 3137 | Director | May 21, 2026 | May 22, 2026 |
| LABCORP HOLDINGS INC.LH · Entity 1277 | Director | May 05, 2020 | May 07, 2020 |
| Privia Health Group, Inc.PRVA · Entity 1532 | Director | May 20, 2026 | May 22, 2026 |
| ZimVie Inc.ZIMV · Entity 74112 | Director | March 31, 2025 | April 02, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CARDINAL HEALTH INC
Report date November 08, 2017 · Filed November 09, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 21,044 |
Reported balance
After 2017-11-08 transaction · row 1
1 source rowRow 1 · 2017-11-08 · Grant · Acquired 2,623 · Balance 21,044 F1: Grant of restricted share units that will vest on November 8, 2018, except if the 2018 Annual Meeting of Shareholders is prior to November 8, 2018, then restricted share units will vest on the date of the 2018 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted share units that will vest on November 8, 2018, except if the 2018 Annual Meeting of Shareholders is prior to November 8, 2018, then restricted share units will vest on the date of the 2018 Annual Meeting of Shareholders.
ILLUMINA, INC.
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,072 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 2,072 · Balance 2,072 F1: Grant of restricted stock units. 100% of the shares subject to the restricted stock unit award shall vest on the earlier of (i) the one year anniversary of the date of grant of the award and (ii) the date immediately preceding the date of the annual meeting of the company's stockholders for the year following the year of grant of the award, provided, in each case, that the awardee continues to serve as a director on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units. 100% of the shares subject to the restricted stock unit award shall vest on the earlier of (i) the one year anniversary of the date of grant of the award and (ii) the date immediately preceding the date of the annual meeting of the company's stockholders for the year following the year of grant of the award, provided, in each case, that the awardee continues to serve as a director on such date.
LABCORP HOLDINGS INC.
Report date May 05, 2020 · Filed May 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 312,554.1345 |
Reported balance
After 2020-05-05 transaction · row 1
1 source rowRow 1 · 2020-05-05 · Sale · Disposed 31,250 · Balance 312,554.1345 |
| Common StockSEC Table I · non-derivative | IndirectBy grantor retained annuity trust | 19,542 |
Reported balance
Holding disclosure · report date 2020-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,542 |
Privia Health Group, Inc.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 50,775 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 8,463 · Balance 50,775 F1: On May 20, 2026, the reporting person received 8,463 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2027 annual meeting of stockholders and (ii) the first anniversary of the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 20, 2026, the reporting person received 8,463 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2027 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.
ZimVie Inc.
Report date March 31, 2025 · Filed April 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $10.78 | Direct | 42,593.166 |
Reported balance
After 2025-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-03-31 · Grant · Acquired 3,710.575 · Balance 42,593.166 F1: The deferred share units were accrued under the ZimVie Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors. F2: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3: Units are to be settled in cash in four annual installments commencing within sixty days after cessation of the reporting person's service as a Director. |
Filing footnotes · ownership attribution and instrument terms
F1: The deferred share units were accrued under the ZimVie Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors.
F2: The Conversion or Exercise Price of Derivative Security is 1-for-1.
F3: Units are to be settled in cash in four annual installments commencing within sixty days after cessation of the reporting person's service as 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 |
|---|---|---|---|---|---|---|
| March 11, 2017 Filed Mar 14, 2017 18:39 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionRestricted Stock Unit · Derivative | 6,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011533 · form4.xml · derivative · entry 6 KING DAVID P · CIK 0001275654 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,824 Underlying: Common Stock · 6,077 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in three equal annual installments beginning on 3/11/2016. F3 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments beginning on 3/11/2016. F4 · balance_after: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. Read SEC document |
| March 11, 2017 Filed Mar 14, 2017 18:39 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionCommon Stock | 6,077 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-011533 · form4.xml · nonDerivative · entry 1 KING DAVID P · CIK 0001275654 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,644.6154 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 Restricted Stock Unit represents the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:42 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Tax withholdingCommon Stock | 3,968 | $134.93 | $535,402.24 |
DisclosureSEC source: 0001127602-17-006062 · form4.xml · nonDerivative · entry 2 KING DAVID P · CIK 0001275654 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,567.6154 F2 · kind: Stock withholding to satisfy tax withholding obligations. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:42 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionRestricted Stock Unit · Derivative | 8,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006062 · form4.xml · derivative · entry 6 KING DAVID P · CIK 0001275654 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,901 Underlying: Common Stock · 8,344 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F3 · derivative.exercise_date: The Restricted Stock Units vested in three equal annual installments beginning on 2/11/2015 and are now fully vested. F3 · derivative.expiration_date: The Restricted Stock Units vested in three equal annual installments beginning on 2/11/2015 and are now fully vested. F4 · balance_after: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:42 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionCommon Stock | 8,344 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006062 · form4.xml · nonDerivative · entry 1 KING DAVID P · CIK 0001275654 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,535.6154 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 Restricted Stock Unit represents the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 19:21 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionRestricted Stock Unit · Derivative | 7,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005316 · form4.xml · derivative · entry 6 KING DAVID P · CIK 0001275654 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,245 Underlying: Common Stock · 7,543 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F4 · derivative.exercise_date: The Restricted Stock Units vest in three equal annual installments beginning on 2/9/2017. F4 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments beginning on 2/9/2017. F5 · balance_after: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 19:21 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Tax withholdingCommon Stock | 2,496 | $133.83 | $334,039.68 |
DisclosureSEC source: 0001127602-17-005316 · form4.xml · nonDerivative · entry 2 KING DAVID P · CIK 0001275654 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,191.6154 F3 · kind: Stock withholding to satisfy tax withholding obligations. F2 · balance_after: Amount includes 40.5601 shares acquired on December 31, 2016 under the Laboratory Corporation of America Holdings 2016 Employee Stock Purchase Plan. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 19:21 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionCommon Stock | 7,543 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-005316 · form4.xml · nonDerivative · entry 1 KING DAVID P · CIK 0001275654 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,687.6154 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 Restricted Stock Unit represents the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F2 · balance_after: Amount includes 40.5601 shares acquired on December 31, 2016 under the Laboratory Corporation of America Holdings 2016 Employee Stock Purchase Plan. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 19:39 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | GrantNon-qualified Stock Options · Derivative | 48,300 | $0.00 Strike: $130.60 | $0.00 |
DisclosureSEC source: 0001127602-17-004728 · form4.xml · derivative · entry 2 KING DAVID P · CIK 0001275654 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,300 Underlying: Common Stock · 48,300 shares Expires 2027-02-06 F4 · security: Employee stock option (right to buy) granted pursuant to the Laboratory Corporation of America Holdings 2016 Omnibus Incentive Plan. F5 · derivative.exercise_date: The option vests in three equal installments beginning on the date reflected in this column. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 19:39 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | GrantRestricted Stock Unit · Derivative | 12,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004728 · form4.xml · derivative · entry 1 KING DAVID P · CIK 0001275654 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,788 Underlying: Common Stock · 12,660 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in three equal annual installments beginning on 2/7/2018. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments beginning on 2/7/2018. F3 · balance_after: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 20:21 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | GiftCommon Stock | 31,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067396 · form4.xml · nonDerivative · entry 2 KING DAVID P · CIK 0001275654 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By grantor retained annuity trust Disclosed balance after: 31,601 F2 · ownership.nature: On November 14, 2016, the reporting person contributed 31,601 shares of common stock to a grantor retained annuity trust for the benefit of certain of his family members and for which the reporting person is the annuitant. The reporting person is the trustee of the trust. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 20:21 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | GiftCommon Stock | 31,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067396 · form4.xml · nonDerivative · entry 1 KING DAVID P · CIK 0001275654 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,104.0553 F1 · balance_after: Amount includes 160.8041 shares acquired on June 30, 2016 under the Laboratory Corporation of America Holdings 2016 Employee Stock Purchase Plan and annuity payments from each of the reporting person's grantor retained annuity trusts to the reporting person in the amounts and on the dates indicated in notes 3 and 4 below. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 13:20 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 2,447 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-16-000344 · wf-form4_147852480593241.xml · nonDerivative · entry 1 KING DAVID P · CIK 0001275654 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,421 F1 · shares: Grant of restricted share units that will vest on November 3, 2017, except if the 2017 Annual Meeting of Shareholders is prior to November 3, 2017, then the restricted share units will vest on the date of the 2017 Annual Meeting of Shareholders. 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.