Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Everforth IncEFOR · Entity 4808 | Chief Accounting Officer | April 28, 2026 | April 28, 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.
Everforth Inc
Report date April 28, 2026 · Filed April 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,587 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Purchase · Acquired 1,125 · Balance 15,587 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 28, 2026 Filed Apr 28, 2026 20:08 UTC | Everforth Inc EFOR · Entity 4808 | PurchaseCommon Stock | 1,125 | $22.27 | $25,053.75 |
DisclosureSEC source: 0001958707-26-000004 · edgardoc.xml · nonDerivative · entry 1 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,587 Read SEC document |
| January 02, 2026 Filed Jan 7, 2026 00:24 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 838 | $46.66 | $39,101.08 |
DisclosureSEC source: 0001958707-26-000002 · edgardoc.xml · nonDerivative · entry 2 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,462 F2 · shares: The executive officer elected to satisfy her tax withholding obligations upon vesting of RSUs by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| January 02, 2026 Filed Jan 7, 2026 00:24 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 3,750 | $46.66 | $174,975.00 |
DisclosureSEC source: 0001958707-26-000002 · edgardoc.xml · nonDerivative · entry 1 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,300 F1 · shares: The executive officer received an award of restricted stock units ("RSUs") which vests in three equal installments on January 2 of 2027, 2028 and 2029, subject to the executive officer's continued service to the issuer. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 21:56 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 162 | $82.73 | $13,402.26 |
DisclosureSEC source: 0001958707-25-000005 · edgardoc.xml · nonDerivative · entry 2 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,550 F2 · shares: The executive officer elected to satisfy her tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 21:56 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 420 | $82.73 | $34,746.60 |
DisclosureSEC source: 0001958707-25-000005 · edgardoc.xml · nonDerivative · entry 1 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,712 F1 · shares: The acquired shares vested upon certification of performance targets on February 6, 2025 for performance awards granted to the executive officer in 2022. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:33 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 575 | $82.86 | $47,644.50 |
DisclosureSEC source: 0001958707-25-000002 · edgardoc.xml · nonDerivative · entry 2 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,292 F2 · shares: The executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:33 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,926 | $8,286.00 | $24,244,836.00 |
DisclosureSEC source: 0001958707-25-000002 · edgardoc.xml · nonDerivative · entry 1 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,867 F1 · shares: The executive officer received an award of RSUs which vests in three equal installments on January 2 of 2026, 2027 and 2028, subject to the executive officer's continued service to the issuer. Read SEC document |
| June 16, 2024 Filed Jun 17, 2024 20:08 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 354 | $88.07 | $31,176.78 |
DisclosureSEC source: 0001016109-24-000010 · edgardoc.xml · nonDerivative · entry 1 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,941 F1 · shares: The executive officer's tax withholding obligations upon vesting of restricted stock units ("RSUs") were satisfied by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 21:29 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 437 | $95.57 | $41,764.09 |
DisclosureSEC source: 0001958707-24-000002 · edgardoc.xml · nonDerivative · entry 2 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,295 F2 · shares: The executive officer elected to satisfy her tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 21:29 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,225 | $95.57 | $117,073.25 |
DisclosureSEC source: 0001958707-24-000002 · edgardoc.xml · nonDerivative · entry 1 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,732 F1 · shares: The acquired shares vested upon certification of performance targets on February 8, 2024 for performance awards granted to the executive officer in 2021. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:58 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 540 | $95.67 | $51,661.80 |
DisclosureSEC source: 0000890564-24-000002 · wk-form4_1704416324.xml · nonDerivative · entry 2 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,507 F2 · security: The executive officer elected to satisfy tax withholding obligations upon vesting of RSUs by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:58 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,515 | $95.67 | $144,940.05 |
DisclosureSEC source: 0000890564-24-000002 · wk-form4_1704416324.xml · nonDerivative · entry 1 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,047 F1 · security: The executive officer received an award of restricted stock units ("RSUs") which vests in three equal installments on January 2 of 2025, 2026 and 2027, subject to the executive officer's continued service to the issuer. Read SEC document |
| June 16, 2023 Filed Jun 16, 2023 22:53 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 343 | $72.39 | $24,829.77 |
DisclosureSEC source: 0001958707-23-000004 · edgardoc.xml · nonDerivative · entry 1 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,532 F1 · shares: The executive officer elected to satisfy her tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 01:32 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,667 | $82.46 | $137,460.82 |
DisclosureSEC source: 0001958707-23-000002 · edgardoc.xml · nonDerivative · entry 4 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,875 F2 · shares: The executive officer received an award of RSUs which vests in three equal installments on January 2 of 2024, 2025 and 2026, subject to the executive officer's continued service to the issuer. Read SEC document |
| January 02, 2023 Filed Jan 5, 2023 01:32 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 138 | $81.48 | $11,244.24 |
DisclosureSEC source: 0001958707-23-000002 · edgardoc.xml · nonDerivative · entry 3 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,208 F1 · shares: The executive officer elected to satisfy her tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| January 02, 2023 Filed Jan 5, 2023 01:32 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 173 | $81.48 | $14,096.04 |
DisclosureSEC source: 0001958707-23-000002 · edgardoc.xml · nonDerivative · entry 2 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,346 F1 · shares: The executive officer elected to satisfy her tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| December 31, 2022 Filed Jan 5, 2023 01:32 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 1,075 | $81.48 | $87,591.00 |
DisclosureSEC source: 0001958707-23-000002 · edgardoc.xml · nonDerivative · entry 1 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,519 F1 · shares: The executive officer elected to satisfy her tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:42 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 87 | $81.95 | $7,129.65 |
DisclosureSEC source: 0001958707-22-000003 · edgardoc.xml · nonDerivative · entry 1 Cunningham Rose · CIK 0001958707 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,594 F1 · shares: The executive officer elected to satisfy her tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. 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.