Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LABCORP HOLDINGS INC.LH · Entity 1277 | EVP, Special Advisor, Strategy | March 27, 2025 | March 31, 2025 |
| Privia Health Group, Inc.PRVA · Entity 1532 | 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.
LABCORP HOLDINGS INC.
Report date March 27, 2025 · Filed March 31, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,652 |
Ending reported balance
After 2025-03-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-27 · Grant · Acquired 3,325 · Balance 20,005 F1: Shares acquired on March 27, 2025, pursuant to a performance award granted on February 11, 2022, relating to performance during the three-year period ended December 31, 2024. Row 2 · 2025-03-27 · Tax withholding · Disposed 1,353 · Balance 18,652 F2: Stock withholding to satisfy tax withholding obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired on March 27, 2025, pursuant to a performance award granted on February 11, 2022, relating to performance during the three-year period ended December 31, 2024.
F2: Stock withholding to satisfy tax withholding obligations.
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 | 16,131 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 8,463 · Balance 16,131 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.
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 |
|---|---|---|---|---|---|---|
| February 09, 2017 Filed Feb 13, 2017 19:23 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionCommon Stock | 450 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-005318 · form4.xml · nonDerivative · entry 1 BERBERIAN LANCE · CIK 0001102900 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,655 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 07, 2017 Filed Feb 9, 2017 19:40 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | GrantNon-qualified Stock Options · Derivative | 3,400 | $0.00 Strike: $130.60 | $0.00 |
DisclosureSEC source: 0001127602-17-004729 · form4.xml · derivative · entry 2 BERBERIAN LANCE · CIK 0001102900 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,400 Underlying: Common Stock · 3,400 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 19:40 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | GrantRestricted Stock Unit · Derivative | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004729 · form4.xml · derivative · entry 1 BERBERIAN LANCE · CIK 0001102900 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,660 Underlying: Common Stock · 890 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 2/7/18. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments beginning on 2/7/18. F3 · balance_after: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. 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.