Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Option Care Health, Inc.OPCH · Entity 4126 | Director | May 20, 2026 | May 22, 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.
Option Care Health, Inc.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 87,216 |
Ending reported balance
After 2026-05-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-20 · Grant · Acquired 8,997 · Balance 82,380 F1: The reporting person received an award of restricted stock units on May 20, 2026, which vest in full on May 20, 2027. The number of restricted stock units granted was calculated to reflect $200,000 of value based on the closing price of the issuer's common stock on May 20, 2026. Row 2 · 2026-05-20 · Grant · Acquired 4,836 · Balance 87,216 F2: The reporting person received restricted stock units on May 20, 2026 in lieu of cash retainer payments, which will vest in full on May 20, 2027. The number of restricted stock units granted was calculated to reflect the amount of cash fees received in the form of restricted stock units based on the closing price of the issuer's common stock on May 20, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received an award of restricted stock units on May 20, 2026, which vest in full on May 20, 2027. The number of restricted stock units granted was calculated to reflect $200,000 of value based on the closing price of the issuer's common stock on May 20, 2026.
F2: The reporting person received restricted stock units on May 20, 2026 in lieu of cash retainer payments, which will vest in full on May 20, 2027. The number of restricted stock units granted was calculated to reflect the amount of cash fees received in the form of restricted stock units based on the closing price of the issuer's common stock on May 20, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
VWR Corp
Report date November 21, 2017 · Filed November 22, 2017
Section 16 reporting ended · disclosed 2017-11-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-11-21 transaction · row 1
1 source rowRow 1 · 2017-11-21 · Disposition to issuer · Disposed 7,617 · Balance 0 F1: On May 4, 2017, VWR Corporation (the "Company") entered into an Agreement and Plan of Merger (the "Merger Agreement") with Avantor, Inc. and Vail Acquisition Corp ("Merger Sub"), pursuant to which Merger Sub would merge (the "Merger") with and into the Company, with the Company continuing as the surviving corporation. The Merger became effective on November 21, 2017 (the "Closing Date"). Pursuant to the Merger Agreement, (i) each share of the Company's common stock, par value $0.01 ("Common Stock"), issued and outstanding prior to the Closing Date was cancelled and converted into the right to receive a cash payment equal to $33.25 and without interest and (ii) each restricted stock unit outstanding prior to the Closing Date was cancelled and converted into the vested right to receive a cash payment equal to $33.25 and without interest. |
| Common stockSEC Table I · non-derivative | IndirectSee footnotes | 0 |
Reported balance
After 2017-11-21 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-11-21 · Disposition to issuer · Disposed 45,750,000 · Balance 0 F1: On May 4, 2017, VWR Corporation (the "Company") entered into an Agreement and Plan of Merger (the "Merger Agreement") with Avantor, Inc. and Vail Acquisition Corp ("Merger Sub"), pursuant to which Merger Sub would merge (the "Merger") with and into the Company, with the Company continuing as the surviving corporation. The Merger became effective on November 21, 2017 (the "Closing Date"). Pursuant to the Merger Agreement, (i) each share of the Company's common stock, par value $0.01 ("Common Stock"), issued and outstanding prior to the Closing Date was cancelled and converted into the right to receive a cash payment equal to $33.25 and without interest and (ii) each restricted stock unit outstanding prior to the Closing Date was cancelled and converted into the vested right to receive a cash payment equal to $33.25 and without interest. F2: Varietal Distribution Holdings, LLC ("Varietal") is the record owner of the reported shares. Voting and dispositive power with respect to the common stock held by Varietal is exercised by its board of managers, which is comprised of Messrs. Nicholas W. Alexos and Timothy P. Sullivan. Madison Dearborn Capital Partners V-A, L.P. ("MDP V-A"), Madison Dearborn Capital Partners V-C, L.P. ("MDP V-C"), Madison Dearborn Capital Partners V Executive-A, L.P. ("MDP Executive"), MDCP Co-Investors (Varietal), L.P. ("Varietal-1") and MDCP Co-Investors (Varietal-2), L.P. ("Varietal-2" and together with MDP V-A, MDP V-C, MDP Executive and Varietal-1, the "MDP Funds") are the controlling equityholders of Varietal. (Continued in Footnote 3) F3: Madison Dearborn Partners V-A&C, L.P. ("MDP A&C") is the general partner of each of the MDP Funds. Messrs. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee of MDP A&C that have the power, acting by majority vote, to vote or dispose of the shares directly held by the MDP Funds, and may be deemed to have shared voting and investment power over such shares. Madison Dearborn Partners, LLC ("MDP") is the general partner of MDP A&C and has the ability to direct the investment decisions of MDP A&C, including the power to direct the decisions of MDP A&C regarding the vote or disposition of securities directly held by Varietal. F4: Mr. Sullivan is a managing director of MDP. Mr. Sullivan may be deemed to share beneficial ownership of the shares of the Issuer's common stock held of record by Varietal and has an indirect pecuniary interest in such shares through his investment in MDP A&C. Mr. Sullivan expressly disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. |
| Director stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.00 · Expires 2021-10-01 | Direct | 0 |
Reported balance
After 2017-11-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-11-21 · Disposition to issuer · Disposed 22,617 · Balance 0 F5: Pursuant to the terms of the Merger Agreement, each director stock option that was outstanding immediately prior to the Closing Date, whether or not exercisable or vested, was canceled and converted into the right to receive (i) an amount in cash determined by multiplying (A) the excess (if any) of $33.25 over the exercise price per share of Common Stock underlying such stock option by (B) the number of shares of Common Stock subject to such stock option immediately prior to the Closing Date. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 4, 2017, VWR Corporation (the "Company") entered into an Agreement and Plan of Merger (the "Merger Agreement") with Avantor, Inc. and Vail Acquisition Corp ("Merger Sub"), pursuant to which Merger Sub would merge (the "Merger") with and into the Company, with the Company continuing as the surviving corporation. The Merger became effective on November 21, 2017 (the "Closing Date"). Pursuant to the Merger Agreement, (i) each share of the Company's common stock, par value $0.01 ("Common Stock"), issued and outstanding prior to the Closing Date was cancelled and converted into the right to receive a cash payment equal to $33.25 and without interest and (ii) each restricted stock unit outstanding prior to the Closing Date was cancelled and converted into the vested right to receive a cash payment equal to $33.25 and without interest.
F2: Varietal Distribution Holdings, LLC ("Varietal") is the record owner of the reported shares. Voting and dispositive power with respect to the common stock held by Varietal is exercised by its board of managers, which is comprised of Messrs. Nicholas W. Alexos and Timothy P. Sullivan. Madison Dearborn Capital Partners V-A, L.P. ("MDP V-A"), Madison Dearborn Capital Partners V-C, L.P. ("MDP V-C"), Madison Dearborn Capital Partners V Executive-A, L.P. ("MDP Executive"), MDCP Co-Investors (Varietal), L.P. ("Varietal-1") and MDCP Co-Investors (Varietal-2), L.P. ("Varietal-2" and together with MDP V-A, MDP V-C, MDP Executive and Varietal-1, the "MDP Funds") are the controlling equityholders of Varietal. (Continued in Footnote 3)
F3: Madison Dearborn Partners V-A&C, L.P. ("MDP A&C") is the general partner of each of the MDP Funds. Messrs. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee of MDP A&C that have the power, acting by majority vote, to vote or dispose of the shares directly held by the MDP Funds, and may be deemed to have shared voting and investment power over such shares. Madison Dearborn Partners, LLC ("MDP") is the general partner of MDP A&C and has the ability to direct the investment decisions of MDP A&C, including the power to direct the decisions of MDP A&C regarding the vote or disposition of securities directly held by Varietal.
F4: Mr. Sullivan is a managing director of MDP. Mr. Sullivan may be deemed to share beneficial ownership of the shares of the Issuer's common stock held of record by Varietal and has an indirect pecuniary interest in such shares through his investment in MDP A&C. Mr. Sullivan expressly disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.
F5: Pursuant to the terms of the Merger Agreement, each director stock option that was outstanding immediately prior to the Closing Date, whether or not exercisable or vested, was canceled and converted into the right to receive (i) an amount in cash determined by multiplying (A) the excess (if any) of $33.25 over the exercise price per share of Common Stock underlying such stock option by (B) the number of shares of Common Stock subject to such stock option immediately prior to the Closing 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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 22, 2026 22:06 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock | 4,836 | $22.23 | $107,504.28 |
DisclosureSEC source: 0001437749-26-018299 · rdgdoc.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,216 F2 · shares: The reporting person received restricted stock units on May 20, 2026 in lieu of cash retainer payments, which will vest in full on May 20, 2027. The number of restricted stock units granted was calculated to reflect the amount of cash fees received in the form of restricted stock units based on the closing price of the issuer's common stock on May 20, 2026. Read SEC document |
| May 20, 2026 Filed May 22, 2026 22:06 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock | 8,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-018299 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,380 F1 · shares: The reporting person received an award of restricted stock units on May 20, 2026, which vest in full on May 20, 2027. The number of restricted stock units granted was calculated to reflect $200,000 of value based on the closing price of the issuer's common stock on May 20, 2026. Read SEC document |
| May 07, 2026 Filed May 7, 2026 21:04 UTC | Option Care Health, Inc. OPCH · Entity 4126 | PurchaseCommon Stock | 24,154 | $20.69 | $499,671.38 |
DisclosureSEC source: 0001437749-26-015657 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,383 F1 · price: Reflects the weighted average price of 24,154 shares of common stock of Option Care Health, Inc. purchased by the reporting person in multiple transactions on May 7, 2026 with purchase prices ranging from $20.47 to $20.69 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| August 21, 2025 Filed Aug 21, 2025 22:24 UTC | Option Care Health, Inc. OPCH · Entity 4126 | PurchaseCommon Stock | 20,000 | $27.51 | $550,200.00 |
DisclosureSEC source: 0001437749-25-027535 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,229 Read SEC document |
| May 14, 2025 Filed May 19, 2025 22:25 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock | 3,381 | $31.79 | $107,481.99 |
DisclosureSEC source: 0001437749-25-017670 · rdgdoc.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,229 F2 · shares: The reporting person received restricted stock units on May 14, 2025 in lieu of cash retainer payments, which vest in equal installments on each of the first, second and third anniversaries of the grant date. The number of restricted stock units granted was calculated to reflect the amount of cash fees received in the form of restricted stock units based on the closing price of the issuer's common stock on May 14, 2025. Read SEC document |
| May 14, 2025 Filed May 19, 2025 22:25 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock | 5,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-017670 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,848 F1 · shares: The reporting person received an award of restricted stock units on May 14, 2025, which vest in equal installments on each of the first, second and third anniversaries of the grant date. The number of restricted stock units granted was calculated to reflect $160,000 of value based on the closing price of the issuer's common stock on May 14, 2025. Read SEC document |
| August 22, 2024 Filed Aug 22, 2024 23:36 UTC | Option Care Health, Inc. OPCH · Entity 4126 | SaleCommon Stock | 47,249 | $30.91 | $1,460,589.44 |
DisclosureSEC source: 0001104659-24-092091 · tm2422515-1_4seq1.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,814 F1 · price: Reflects the weighted average price of 47,249 shares of common stock of Option Care Health, Inc. sold by the reporting person in multiple transactions on August 22, 2024 with sale prices ranging from $30.64 to $31.16 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:52 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock | 5,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-017508 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,063 F1 · shares: The reporting person received an award of restricted stock units on May 15, 2024, which vest in equal installments on each of the first, second and third anniversaries of the grant date. The number of restricted stock units granted was calculated to reflect $160,000 of value based on the closing price of the issuer's common stock on May 15, 2024. Read SEC document |
| May 17, 2023 Filed Jun 7, 2023 20:17 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock | 7,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-016868 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,738 F1 · shares: The reporting person received an award of restricted stock units on May 17, 2023, which vest in equal installments on each of the first, second and third anniversaries of the grant date. The number of restricted stock units granted was calculated to reflect $197,500 of value based on the closing price of the issuer's common stock on May 17, 2023. Read SEC document |
| May 20, 2022 Filed May 25, 2022 00:25 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock, par value $0.0001 | 8,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-064378 · tm2216829-3_4seq1.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,730 F1 · shares: The reporting person received an award of restricted stock units on May 20, 2022. The number of restricted stock units granted was calculated to reflect $245,000 of value based on the closing price of the issuer's common stock on May 19, 2022. F2 · ownership.direct: Timothy P. Sullivan disclaims beneficial ownership of the shares of Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 21:07 UTC | Option Care Health, Inc. OPCH · Entity 4126 | OtherCommon Stock, par value $0.0001 | 37,247,092 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-151683 · tm2135762-3_4seq1.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · Former 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 0 F2 · kind: In connection with the merger transaction on December 17, 2021 (the "Reorganization Merger"), an affiliate of Walgreens Boots Alliance, Inc. acquired control over HC Group Holdings I, LLC, a Delaware limited liability company ("HC I"), which directly held 37,247,092 shares of the Issuer's Common Stock (the "HC I Shares") as previously reflected on the Reporting Person's filings. As a result of the Reorganization Merger, the Reporting Person ceased to have voting or dispositive power over the HC I Shares but experienced no change in pecuniary interest because the Reporting Person had no pecuniary interest in the HC I Shares. F3 · shares: Consists of 37,247,092 shares of common stock held by HC I. F2 · price: In connection with the merger transaction on December 17, 2021 (the "Reorganization Merger"), an affiliate of Walgreens Boots Alliance, Inc. acquired control over HC Group Holdings I, LLC, a Delaware limited liability company ("HC I"), which directly held 37,247,092 shares of the Issuer's Common Stock (the "HC I Shares") as previously reflected on the Reporting Person's filings. As a result of the Reorganization Merger, the Reporting Person ceased to have voting or dispositive power over the HC I Shares but experienced no change in pecuniary interest because the Reporting Person had no pecuniary interest in the HC I Shares. F4 · ownership.direct: MDP HC Holdings, LLC ("MDP HC") was formerly the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, served on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A. F5 · ownership.direct: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the reported securities. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. F4 · ownership.nature: MDP HC Holdings, LLC ("MDP HC") was formerly the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, served on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A. F5 · ownership.nature: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the reported securities. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. Read SEC document |
| November 10, 2021 Filed Nov 16, 2021 02:33 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GiftCommon Stock, par value $0.0001 | 56,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-139531 · tm2132909-3_4seq1.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,249 F5 · shares: The reported 56,995 shares of common stock, previously reported by Mr. Sullivan as indirectly held through MDP VI-A&C, were received by Mr. Sullivan pursuant to the Distribution and immediately transferred, as a bona fide gift to a 501(c)(3) charitable foundation. F6 · ownership.direct: Mr. Sullivan disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 10, 2021 Filed Nov 16, 2021 02:33 UTC | Option Care Health, Inc. OPCH · Entity 4126 | OtherCommon Stock, par value $0.0001 | 618,299 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-139531 · tm2132909-3_4seq1.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 37,247,092 F1 · kind: On November 10, 2021, Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") distributed 618,299 shares of common stock for no consideration to its partners and their direct and indirect transferees (the "Distribution"). F1 · price: On November 10, 2021, Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") distributed 618,299 shares of common stock for no consideration to its partners and their direct and indirect transferees (the "Distribution"). F2 · balance_after: Consists of 37,247,092 shares of common stock held by HC Group Holdings I, LLC ("HC I"). F3 · ownership.nature: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. MDP VI-A&C is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of common stock held directly by HC I. F4 · ownership.nature: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of common stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of common stock owned by HC I except to the extent of its pecuniary interest therein. Read SEC document |
| September 09, 2021 Filed Sep 11, 2021 01:06 UTC | Option Care Health, Inc. OPCH · Entity 4126 | SaleCommon Stock, par value $0.0001 | 9,200,000 | $26.90 | $247,480,000.00 |
DisclosureSEC source: 0001104659-21-114809 · tm2127396-1_4seq1.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 37,865,391 F2 · price: The per share sale price reported in this Form 4 does not reflect reduction for underwriting discounts. F3 · balance_after: Consists of 37,865,391 shares of common stock held by HC Group Holdings I, LLC ("HC I"). F4 · ownership.direct: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.direct: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. F4 · ownership.nature: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.nature: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 20:14 UTC | Option Care Health, Inc. OPCH · Entity 4126 | SaleCommon Stock, par value $0.0001 | 20,700,000 | $20.25 | $419,175,000.00 |
DisclosureSEC source: 0001104659-21-101454 · tm2124220-3_4.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 47,065,391 F2 · price: The per share sale price reported in this Form 4 does not reflect reduction for underwriting discounts. F3 · balance_after: Consists of 47,065,391 shares of common stock held by HC Group Holdings I, LLC ("HC I"). F4 · ownership.direct: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.direct: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. F4 · ownership.nature: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.nature: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 20:31 UTC | Option Care Health, Inc. OPCH · Entity 4126 | SaleCommon Stock, par value $0.0001 | 17,250,000 | $20.00 | $345,000,000.00 |
DisclosureSEC source: 0001104659-21-080797 · tm2119372-1_4seq1.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 67,765,391 F2 · price: The per share sale price reported in this Form 4 does not reflect reduction for underwriting discounts. F3 · balance_after: Consists of 67,765,391 shares of common stock held by HC Group Holdings I, LLC ("HC I"). F4 · ownership.direct: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.direct: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. F4 · ownership.nature: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.nature: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. Read SEC document |
| May 26, 2021 Filed May 28, 2021 20:09 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock, par value $0.0001 | 14,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-074150 · tm2117815-7_4seq1.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,249 F1 · shares: The reporting person received an award of restricted stock units on May 26, 2021. The number of restricted stock units granted was calculated to reflect $257,500 of value based on the closing price of the issuer's common stock on May 19, 2021, the date of the annual meeting at which directors were elected. F2 · ownership.direct: Timothy P. Sullivan disclaims beneficial ownership of the shares of Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| March 17, 2021 Filed Mar 19, 2021 20:32 UTC | Option Care Health, Inc. OPCH · Entity 4126 | SaleCommon Stock, par value $0.0001 | 12,000,000 | $20.00 | $240,000,000.00 |
DisclosureSEC source: 0001104659-21-039122 · tm2110033-3_4seq1.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 85,015,391 F2 · price: The per share sale price reported in this Form 4 does not reflect reduction for underwriting discounts. F3 · balance_after: Consists of 85,015,391 shares of common stock held by HC Group Holdings I, LLC ("HC I"). F4 · ownership.direct: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.direct: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. F4 · ownership.nature: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.nature: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 13:33 UTC | Option Care Health, Inc. OPCH · Entity 4126 | SaleCommon Stock, par value $0.0001 | 17,250,000 | $18.50 | $319,125,000.00 |
DisclosureSEC source: 0001104659-21-021275 · a4.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 97,015,391 F2 · price: The per share sale price reported in this Form 4 does not reflect reduction for underwriting discounts. F3 · balance_after: Consists of 97,015,391 shares of common stock held by HC Group Holdings I, LLC ("HC I"). F4 · ownership.direct: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.direct: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. F4 · ownership.nature: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.nature: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. Read SEC document |
| December 29, 2020 Filed Dec 29, 2020 22:07 UTC | Option Care Health, Inc. OPCH · Entity 4126 | SaleCommon Stock, par value $0.0001 | 600,000 | $15.00 | $9,000,000.00 |
DisclosureSEC source: 0001104659-20-140193 · a4.xml · nonDerivative · entry 3 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 114,265,391 F6 · price: The per share sale price reported in this Form 4 does not reflect reduction for underwriting discounts. F7 · balance_after: Consists of 114,265,391 shares of common stock held by HC I. F4 · ownership.direct: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Ms. Betten and Timothy P. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.direct: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. F4 · ownership.nature: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Ms. Betten and Timothy P. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.nature: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. Read SEC document |
| December 24, 2020 Filed Dec 29, 2020 22:07 UTC | Option Care Health, Inc. OPCH · Entity 4126 | OtherCommon Stock, par value $0.0001 | 7,048,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-140193 · a4.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 114,865,391 F2 · kind: Represents the forfeiture of shares of common stock issued to HC Group Holdings I, LLC ("HC I") in conjunction with the Agreement and Plan of Merger, dated as of March 14, 2019, by and among Option Care Health, Inc. (the "Issuer"), HC Group Holdings II, Inc., HC I, HC Group Holdings III, Inc., Beta Sub, Inc. and Beta Sub, LLC, to prevent dilution related to the vesting of certain outstanding unvested restricted stock units of the Issuer held by Home Solutions, Inc. The shares were forfeited to the Issuer for cancellation on December 24, 2020 as a result of the non-satisfaction of the vesting criteria in respect of such restricted stock units. F2 · price: Represents the forfeiture of shares of common stock issued to HC Group Holdings I, LLC ("HC I") in conjunction with the Agreement and Plan of Merger, dated as of March 14, 2019, by and among Option Care Health, Inc. (the "Issuer"), HC Group Holdings II, Inc., HC I, HC Group Holdings III, Inc., Beta Sub, Inc. and Beta Sub, LLC, to prevent dilution related to the vesting of certain outstanding unvested restricted stock units of the Issuer held by Home Solutions, Inc. The shares were forfeited to the Issuer for cancellation on December 24, 2020 as a result of the non-satisfaction of the vesting criteria in respect of such restricted stock units. F3 · balance_after: Consists of 114,865,391 shares of common stock held by HC I. F4 · ownership.direct: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Ms. Betten and Timothy P. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.direct: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. F4 · ownership.nature: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C. Ms. Betten and Timothy P. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.nature: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 22:01 UTC | Option Care Health, Inc. OPCH · Entity 4126 | SaleCommon Stock, par value $0.0001 | 10,000,000 | $15.00 | $150,000,000.00 |
DisclosureSEC source: 0001104659-20-136373 · a4.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 121,913,748 F2 · price: The per share sale price reported in this Form 4 does not reflect reduction for underwriting discounts. F3 · balance_after: Consists of 121,913,748 shares of common stock held by HC Group Holdings I, LLC ("HC I"). F4 · ownership.direct: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C, which in turn is the general partner of MDCP VI-A. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.direct: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. F4 · ownership.nature: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C, which in turn is the general partner of MDCP VI-A. Elizabeth Q. Betten and Mr. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F5 · ownership.nature: (Continued from Footnote 4) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. Read SEC document |
| August 20, 2020 Filed Aug 20, 2020 21:07 UTC | Option Care Health, Inc. OPCH · Entity 4126 | SaleCommon Stock, par value $0.0001 | 2,700,000 | $12.50 | $33,750,000.00 |
DisclosureSEC source: 0001104659-20-097300 · a4.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 131,913,748 F1 · price: The per share sale price reported in this Form 4 does not reflect reduction for underwriting discounts. F2 · balance_after: Consists of 131,913,748 shares of common stock held by HC Group Holdings I, LLC ("HC I"). F3 · ownership.direct: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C, which in turn is the general partner of MDCP VI-A. Elizabeth Q. Betten and Timothy P. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F4 · ownership.direct: (Continued from Footnote 3) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. F3 · ownership.nature: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C, which in turn is the general partner of MDCP VI-A. Elizabeth Q. Betten and Timothy P. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F4 · ownership.nature: (Continued from Footnote 3) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. Read SEC document |
| July 24, 2020 Filed Jul 24, 2020 20:16 UTC | Option Care Health, Inc. OPCH · Entity 4126 | SaleCommon Stock, par value $0.0001 | 8,000,000 | $12.50 | $100,000,000.00 |
DisclosureSEC source: 0001104659-20-086453 · a4.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 134,613,748 F1 · price: The per share sale price reported in this Form 4 does not reflect reduction for underwriting discounts. F2 · balance_after: Consists of 134,613,748 shares of common stock held by HC Group Holdings I, LLC ("HC I"). F3 · ownership.direct: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C, which in turn is the general partner of MDCP VI-A. Elizabeth Q. Betten and Timothy P. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F4 · ownership.direct: (Continued from Footnote 3) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. F3 · ownership.nature: MDP HC Holdings, LLC ("MDP HC") is the controlling equityholder of HC I. Madison Dearborn Capital Partners VI-A, L.P. ("MDCP VI-A") is a controlling equityholder and Manager of MDP HC. Madison Dearborn Partners VI-A&C, L.P. ("MDP VI-A&C") is the general partner of MDCP VI-A. Madison Dearborn Partners, LLC ("MDP LLC") is the general partner of MDP VI-A&C, which in turn is the general partner of MDCP VI-A. Elizabeth Q. Betten and Timothy P. Sullivan are Managing Directors of MDP LLC, limited partners of MDP VI-A&C, serve on the board of managers of HC I and serve on the board of directors of Option Care Health, Inc. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee that (by majority vote) controls investment decisions of shares held directly by MDCP VI-A, and may be deemed to control the disposition of shares of Common Stock held directly by HC I. F4 · ownership.nature: (Continued from Footnote 3) By virtue of the relationships described in this footnote, Ms. Betten and Messrs. Sullivan, Finnegan and Mencoff may be deemed to exercise voting and dispositive power with respect to the shares of Common Stock held by HC I. Each of Mr. Finnegan, Mr. Mencoff, Mr. Sullivan, Ms. Betten, MDP LLC, MDP VI-A&C, MDCP VI-A and MDP HC disclaims beneficial ownership of the shares of Common Stock owned by HC I except to the extent of its pecuniary interest therein. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 20:41 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock, par value $0.0001 | 16,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-076449 · a4.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,690 F1 · shares: The reporting person received an award of restricted stock units on June 22, 2020. The number of restricted stock units granted was calculated to reflect $220,000 of value based on the closing price of the issuer's common stock on May 22, 2020, the date of the annual meeting at which directors were elected. Read SEC document |
| December 11, 2019 Filed Dec 11, 2019 21:59 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantCommon Stock, par value $0.0001 | 65,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-071886 · tm1924596d9_4.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,672 Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 18:44 UTC | VWR Corp VWR · Entity 171619 | Disposition to issuerDirector stock option (right to buy) · Derivative | 22,617 | $12.25 Strike: $21.00 | $277,058.25 |
DisclosureSEC source: 0000899243-17-027355 · doc4.xml · derivative · entry 3 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 22,617 shares Expires 2021-10-01 F5 · derivative.exercise_date: Pursuant to the terms of the Merger Agreement, each director stock option that was outstanding immediately prior to the Closing Date, whether or not exercisable or vested, was canceled and converted into the right to receive (i) an amount in cash determined by multiplying (A) the excess (if any) of $33.25 over the exercise price per share of Common Stock underlying such stock option by (B) the number of shares of Common Stock subject to such stock option immediately prior to the Closing Date. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 18:44 UTC | VWR Corp VWR · Entity 171619 | Disposition to issuerCommon stock | 45,750,000 | $33.25 | $1,521,187,500.00 |
DisclosureSEC source: 0000899243-17-027355 · doc4.xml · nonDerivative · entry 2 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 0 F1 · kind: On May 4, 2017, VWR Corporation (the "Company") entered into an Agreement and Plan of Merger (the "Merger Agreement") with Avantor, Inc. and Vail Acquisition Corp ("Merger Sub"), pursuant to which Merger Sub would merge (the "Merger") with and into the Company, with the Company continuing as the surviving corporation. The Merger became effective on November 21, 2017 (the "Closing Date"). Pursuant to the Merger Agreement, (i) each share of the Company's common stock, par value $0.01 ("Common Stock"), issued and outstanding prior to the Closing Date was cancelled and converted into the right to receive a cash payment equal to $33.25 and without interest and (ii) each restricted stock unit outstanding prior to the Closing Date was cancelled and converted into the vested right to receive a cash payment equal to $33.25 and without interest. F2 · ownership.nature: Varietal Distribution Holdings, LLC ("Varietal") is the record owner of the reported shares. Voting and dispositive power with respect to the common stock held by Varietal is exercised by its board of managers, which is comprised of Messrs. Nicholas W. Alexos and Timothy P. Sullivan. Madison Dearborn Capital Partners V-A, L.P. ("MDP V-A"), Madison Dearborn Capital Partners V-C, L.P. ("MDP V-C"), Madison Dearborn Capital Partners V Executive-A, L.P. ("MDP Executive"), MDCP Co-Investors (Varietal), L.P. ("Varietal-1") and MDCP Co-Investors (Varietal-2), L.P. ("Varietal-2" and together with MDP V-A, MDP V-C, MDP Executive and Varietal-1, the "MDP Funds") are the controlling equityholders of Varietal. (Continued in Footnote 3) F3 · ownership.nature: Madison Dearborn Partners V-A&C, L.P. ("MDP A&C") is the general partner of each of the MDP Funds. Messrs. Paul J. Finnegan and Samuel M. Mencoff are the sole members of a limited partner committee of MDP A&C that have the power, acting by majority vote, to vote or dispose of the shares directly held by the MDP Funds, and may be deemed to have shared voting and investment power over such shares. Madison Dearborn Partners, LLC ("MDP") is the general partner of MDP A&C and has the ability to direct the investment decisions of MDP A&C, including the power to direct the decisions of MDP A&C regarding the vote or disposition of securities directly held by Varietal. F4 · ownership.nature: Mr. Sullivan is a managing director of MDP. Mr. Sullivan may be deemed to share beneficial ownership of the shares of the Issuer's common stock held of record by Varietal and has an indirect pecuniary interest in such shares through his investment in MDP A&C. Mr. Sullivan expressly disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 18:44 UTC | VWR Corp VWR · Entity 171619 | Disposition to issuerCommon stock | 7,617 | $33.25 | $253,265.25 |
DisclosureSEC source: 0000899243-17-027355 · doc4.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On May 4, 2017, VWR Corporation (the "Company") entered into an Agreement and Plan of Merger (the "Merger Agreement") with Avantor, Inc. and Vail Acquisition Corp ("Merger Sub"), pursuant to which Merger Sub would merge (the "Merger") with and into the Company, with the Company continuing as the surviving corporation. The Merger became effective on November 21, 2017 (the "Closing Date"). Pursuant to the Merger Agreement, (i) each share of the Company's common stock, par value $0.01 ("Common Stock"), issued and outstanding prior to the Closing Date was cancelled and converted into the right to receive a cash payment equal to $33.25 and without interest and (ii) each restricted stock unit outstanding prior to the Closing Date was cancelled and converted into the vested right to receive a cash payment equal to $33.25 and without interest. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 17:12 UTC | VWR Corp VWR · Entity 171619 | GrantCommon stock | 3,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001412232-17-000038 · wf-form4_148849270972884.xml · nonDerivative · entry 1 SULLIVAN TIMOTHY P · CIK 0001245970 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,617 F1 · kind: This is a grant of restricted stock units under the VWR Corporation 2014 Equity Incentive Plan. The restricted stock units vest annually over three years, subject to the recipient continuously serving on the issuer's board of directors through each such vesting date. 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.