Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Diplomat Pharmacy, Inc.DPLO · Entity 151818 | Chief Financial Officer | March 29, 2019 | April 01, 2019 |
| LifeMD, Inc.LFMD · Entity 6521 | Chief Financial Officer | May 11, 2026 | May 13, 2026 |
| P3 Health Partners Inc.PIII · Entity 4562 | Chief Financial Officer | August 02, 2023 | September 01, 2023 |
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.
Diplomat Pharmacy, Inc.
Report date March 29, 2019 · Filed April 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,052 |
Reported balance
After 2019-03-29 transaction · row 1
1 source rowRow 1 · 2019-03-29 · Sale · Disposed 901 · Balance 26,052 F1: The sales reported in this Form 4 represent shares sold to cover the tax liability incurred incident to the delivery of shares of common stock from previously awarded Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 represent shares sold to cover the tax liability incurred incident to the delivery of shares of common stock from previously awarded Restricted Stock Units.
LifeMD, Inc.
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 337,500 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 337,500 · Balance 337,500 F1: Grant of restricted stock units which vest 112,500 on March 16, 2027, 112,500 on March 16, 2028 and the remainder on March 16, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units which vest 112,500 on March 16, 2027, 112,500 on March 16, 2028 and the remainder on March 16, 2029.
P3 Health Partners Inc.
Report date August 02, 2023 · Filed September 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 768,868 |
Reported balance
After 2023-08-02 transaction · row 1
1 source rowRow 1 · 2023-08-02 · Grant · Acquired 750,000 · Balance 768,868 F1: Reflects a grant of restricted stock units ("RSUs"). Each RSU represents a right to receive one share of Class A common stock of P3 Health Partners Inc. (the "Issuer"). The RSUs vest in four equal annual installments beginning August 2, 2024, subject to the Reporting Person's continued service to the Issuer through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs"). Each RSU represents a right to receive one share of Class A common stock of P3 Health Partners Inc. (the "Issuer"). The RSUs vest in four equal annual installments beginning August 2, 2024, subject to the Reporting Person's continued service to the Issuer through each vesting 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 11, 2026 Filed May 13, 2026 21:12 UTC | LifeMD, Inc. LFMD · Entity 6521 | GrantCommon Stock | 337,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000912282-26-000709 · form4.xml · nonDerivative · entry 1 Kavthekar Atul · CIK 0001703619 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,500 F1 · price: Grant of restricted stock units which vest 112,500 on March 16, 2027, 112,500 on March 16, 2028 and the remainder on March 16, 2029. Read SEC document |
| August 02, 2023 Filed Sep 1, 2023 20:07 UTC | P3 Health Partners Inc. PIII · Entity 4562 | GrantClass A Common Stock | 750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-097747 · tm2325336-1_4seq1.xml · nonDerivative · entry 1 Kavthekar Atul · CIK 0001703619 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 768,868 F1 · shares: Reflects a grant of restricted stock units ("RSUs"). Each RSU represents a right to receive one share of Class A common stock of P3 Health Partners Inc. (the "Issuer"). The RSUs vest in four equal annual installments beginning August 2, 2024, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| May 15, 2023 Filed May 16, 2023 22:15 UTC | P3 Health Partners Inc. PIII · Entity 4562 | PurchaseClass A Common Stock | 18,868 | $2.65 | $49,998.31 |
DisclosureSEC source: 0001104659-23-061504 · tm2316004-1_4seq1.xml · nonDerivative · entry 1 Kavthekar Atul · CIK 0001703619 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,868 F1 · shares: The price reported is a weighted average price. The securities were purchased in multiple transactions at per share prices ranging from $2.6388 to $2.65, inclusive. The Reporting Person undertakes to provide upon request from the SEC staff, the Issuer, or any shareholder of the Issuer, full information regarding the number of securities purchased at each separate price within the range set forth in this footnote. Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 21:16 UTC | P3 Health Partners Inc. PIII · Entity 4562 | GrantStock Option (Right to Buy) · Derivative | 600,000 | $0.00 Strike: $3.70 | $0.00 |
DisclosureSEC source: 0001104659-22-126979 · tm2232652-2_4seq1.xml · derivative · entry 1 Kavthekar Atul · CIK 0001703619 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,000 Underlying: Class A Common Stock · 600,000 shares Expires 2032-12-12 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 25% of the shares on December 12, 2023 (the "Initial Vesting Date"), and the remaining 75% will vest in equal annual installments over the following three years on each anniversary of the Initial Vesting Date, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 20:57 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | SaleCommon Stock | 901 | $5.82 | $5,239.32 |
DisclosureSEC source: 0001596771-19-000032 · primary_doc.xml · nonDerivative · entry 1 Kavthekar Atul · CIK 0001703619 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,052 F1 · shares: The sales reported in this Form 4 represent shares sold to cover the tax liability incurred incident to the delivery of shares of common stock from previously awarded Restricted Stock Units. Read SEC document |
| March 19, 2019 Filed Mar 20, 2019 20:17 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | SaleCommon Stock | 1,265 | $5.84 | $7,392.15 |
DisclosureSEC source: 0001596771-19-000026 · primary_doc.xml · nonDerivative · entry 2 Kavthekar Atul · CIK 0001703619 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,953 F2 · shares: The sales reported in this Form 4 represent shares sold to cover the tax liability incurred incident to the delivery of shares of common stock from the previously awarded restricted stock units. F3 · price: The price represents the weighted average price of the multiple transactions reported on this line. The shares were sold at prices ranging from $5.80 to $5.8525 per share. Upon request by the SEC staff, the issuer or any securityholder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 20:17 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | GrantCommon Stock | 15,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001596771-19-000026 · primary_doc.xml · nonDerivative · entry 1 Kavthekar Atul · CIK 0001703619 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,218 F1 · shares: On March 27, 2018, Mr. Kavthekar was granted restricted stock units that were subject to the issuer's satisfaction of certain financial performance criteria. On March 18, 2019 (the "determination date"), the performance criteria was met with respect to 15,118 restricted stock units. One-third of the restricted stock units vested upon the determination date, and the remaining two-thirds will vest in two equal installments on each anniversary of the determination date, subject to continued employment. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:19 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | GrantEmployee Stock Option to Acquire Common Stock · Derivative | 26,384 | $0.00 Strike: $20.52 | $0.00 |
DisclosureSEC source: 0001596771-18-000037 · primary_doc.xml · derivative · entry 2 Kavthekar Atul · CIK 0001703619 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,384 Underlying: Common Stock · 26,384 shares Expires 2028-03-27 F2 · derivative.exercise_date: The options were granted in connection with the Issuer's equity incentive plan. One-third of the options will vest on each of the first, second and third anniversary of the grant date. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:19 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | GrantCommon Stock | 11,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001596771-18-000037 · primary_doc.xml · nonDerivative · entry 1 Kavthekar Atul · CIK 0001703619 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,100 F1 · shares: The restricted stock units ("RSUs") were granted in connection with the Issuer's equity incentive plan. One-third of the RSUs will vest on each of the first, second and third anniversary of the grant date. Read SEC document |
| November 20, 2017 Filed Nov 20, 2017 15:57 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | PurchaseCommon Stock | 2,000 | $15.00 | $30,000.00 |
DisclosureSEC source: 0001703619-17-000001 · primary_doc.xml · nonDerivative · entry 1 Kavthekar Atul · CIK 0001703619 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| May 01, 2017 Filed May 2, 2017 20:42 UTC | Diplomat Pharmacy, Inc. DPLO · Entity 151818 | GrantEmployee Stock Option to Acquire Common Stock · Derivative | 200,000 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0001596771-17-000037 · primary_doc.xml · derivative · entry 1 Kavthekar Atul · CIK 0001703619 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2027-05-01 F1 · derivative.exercise_date: The option will vest in annual increments of 25% of the option grant beginning on the one-year anniversary of the grant 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.