Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alignment Healthcare, Inc.ALHC · Entity 4269 | Chief Financial Officer | April 07, 2026 | April 08, 2026 |
| Claritev CorpMPLN · Entity 5238 | EVP & Chief Financial Officer | March 01, 2024 | March 05, 2024 |
| Sally Beauty Holdings, Inc.SBH · Entity 4676 | Director | January 22, 2026 | January 27, 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.
Alignment Healthcare, Inc.
Report date April 07, 2026 · Filed April 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 173,495 |
Reported balance
After 2026-04-07 transaction · row 1
1 source rowRow 1 · 2026-04-07 · Sale · Disposed 11,100 · Balance 173,495 F1: Represents the number of shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This transaction does not represent a discretionary trade by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This transaction does not represent a discretionary trade by the reporting person.
Claritev Corp
Report date March 01, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 3,682,613 |
Ending reported balance
After 2024-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-01 · Tax withholding · Disposed 226,997 · Balance 2,295,225 F1: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023. Row 2 · 2024-03-01 · Grant · Acquired 1,387,388 · Balance 3,682,613 F2: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2025, 2026, 2027, and 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023.
F2: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2025, 2026, 2027, and 2028.
Sally Beauty Holdings, Inc.
Report date January 22, 2026 · Filed January 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2036-12-31 | Direct | 9,975 |
Reported balance
After 2026-01-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-22 · Grant · Acquired 9,975 · Balance 9,975 F1: Restricted Stock Units ("RSUs") convert into SBH common stock on a one-for-one basis. F2: 100% of the RSUs vest on the date the reporting person's service as a director of the issuer has terminated. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") convert into SBH common stock on a one-for-one basis.
F2: 100% of the RSUs vest on the date the reporting person's service as a director of the issuer has terminated.
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 07, 2026 Filed Apr 8, 2026 21:51 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | SaleCommon Stock | 11,100 | $21.08 | $233,988.00 |
DisclosureSEC source: 0001628280-26-024291 · wk-form4_1775685070.xml · nonDerivative · entry 1 Head James M · CIK 0001842028 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,495 F1 · shares: Represents the number of shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This transaction does not represent a discretionary trade by the reporting person. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 21:16 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | GrantCommon Stock | 103,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-018883 · wk-form4_1773782161.xml · nonDerivative · entry 1 Head James M · CIK 0001842028 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,595 F1 · shares: Represents 103,002 restricted stock units, each restricted stock unit representing the right to receive one share of Common Stock of the Company, that will vest approximately one third on each of the first three anniversaries of the grant date, subject to the reporting person's continued service to the Company as of the applicable vesting date. Read SEC document |
| January 22, 2026 Filed Jan 27, 2026 01:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 9,975 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001842028-26-000003 · form4-01262026_080110.xml · derivative · entry 1 Head James M · CIK 0001842028 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,975 Underlying: Common Stock · 9,975 shares Expires 2036-12-31 F1 · security: Restricted Stock Units ("RSUs") convert into SBH common stock on a one-for-one basis. F2 · derivative.exercise_date: 100% of the RSUs vest on the date the reporting person's service as a director of the issuer has terminated. Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 20:17 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | GrantCommon Stock | 81,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030008 · wk-form4_1749241063.xml · nonDerivative · entry 1 Head James M · CIK 0001842028 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,593 F1 · shares: Represents 81,593 restricted stock units, each restricted stock unit representing the right to receive one share of Common Stock of the Company, that will vest in approximately equal installments on each of the first three anniversaries of the grant date, subject to the reporting person's continued service to the Company on the applicable vesting date. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 21:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 14,532 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-009184 · ownership.xml · derivative · entry 1 Head James M · CIK 0001842028 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,532 Underlying: Common Stock · 14,532 shares Expires not disclosed F1 · security: Grant of restricted stock units ("RSUs") under the Sally Beauty Holdings, Inc. 2025 Omnibus Incentive Plan. F2 · derivative.exercise_price: RSUs convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The RSUs vest on the earlier of January 24, 2026 or the issuer's next annual meeting of stockholders. 100% of vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. F3 · derivative.expiration_date: The RSUs vest on the earlier of January 24, 2026 or the issuer's next annual meeting of stockholders. 100% of vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:53 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 1,387,388 | $1.11 | $1,540,000.68 |
DisclosureSEC source: 0001793229-24-000028 · wk-form4_1709675590.xml · nonDerivative · entry 2 Head James M · CIK 0001842028 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,682,613 F2 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2025, 2026, 2027, and 2028. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:53 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 226,997 | $1.11 | $251,966.67 |
DisclosureSEC source: 0001793229-24-000028 · wk-form4_1709675590.xml · nonDerivative · entry 1 Head James M · CIK 0001842028 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,295,225 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 21:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 15,470 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008305 · ownership.xml · derivative · entry 1 Head James M · CIK 0001842028 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,470 Underlying: Common Stock · 15,470 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest on the earlier of January 25, 2025 or the issuer's next annual meeting of stockholders. 100% of vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. F3 · derivative.expiration_date: The restricted stock units vest on the earlier of January 25, 2025 or the issuer's next annual meeting of stockholders. 100% of vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:45 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 2,222,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-23-000024 · wf-form4_167787991733127.xml · nonDerivative · entry 1 Head James M · CIK 0001842028 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,522,222 F1 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2024, 2025, 2026, and 2027. Read SEC document |
| November 02, 2022 Filed Nov 4, 2022 20:06 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 12,458 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-035191 · doc4.xml · derivative · entry 2 Head James M · CIK 0001842028 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,458 Underlying: Common Stock · 12,458 shares Expires not disclosed F2 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units vest on November 15, 2023. Vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. F4 · derivative.expiration_date: The restricted stock units vest on November 15, 2023. Vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:35 UTC | Claritev Corp MPLN · Entity 5238 | GrantStock Option · Derivative | 1,000,000 | $0.00 Strike: $3.75 | $0.00 |
DisclosureSEC source: 0001793229-22-000027 · wf-form4_164634328119440.xml · derivative · entry 1 Head James M · CIK 0001842028 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000,000 Underlying: Class A common stock, par value $0.0001 per share · 1,000,000 shares Expires 2032-03-01 F1 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of March 1, 2023, 2024, 2025 and 2026. Read SEC document |
| November 29, 2021 Filed Dec 2, 2021 01:49 UTC | Claritev Corp MPLN · Entity 5238 | GrantStock Option · Derivative | 694,444 | $0.00 Strike: $12.50 | $0.00 |
DisclosureSEC source: 0001793229-21-000129 · wf-form4_163840972819348.xml · derivative · entry 3 Head James M · CIK 0001842028 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694,444 Underlying: Class A common stock · 694,444 shares Expires 2031-11-29 F1 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of November 29, 2022, 2023, 2024 and 2025, subject to continued service through the respective vesting dates. Read SEC document |
| November 29, 2021 Filed Dec 2, 2021 01:49 UTC | Claritev Corp MPLN · Entity 5238 | GrantStock Option · Derivative | 569,800 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001793229-21-000129 · wf-form4_163840972819348.xml · derivative · entry 2 Head James M · CIK 0001842028 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,800 Underlying: Class A common stock · 569,800 shares Expires 2031-11-29 F1 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of November 29, 2022, 2023, 2024 and 2025, subject to continued service through the respective vesting dates. Read SEC document |
| November 29, 2021 Filed Dec 2, 2021 01:49 UTC | Claritev Corp MPLN · Entity 5238 | GrantStock Option · Derivative | 453,514 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001793229-21-000129 · wf-form4_163840972819348.xml · derivative · entry 1 Head James M · CIK 0001842028 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453,514 Underlying: Class A common stock · 453,514 shares Expires 2031-11-29 F1 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of November 29, 2022, 2023, 2024 and 2025, subject to continued service through the respective vesting dates. Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 23:42 UTC | Claritev Corp MPLN · Entity 5238 | PurchaseClass A common stock | 300,000 | $4.34 | $1,302,000.00 |
DisclosureSEC source: 0001793229-21-000127 · wf-form4_163840211816962.xml · nonDerivative · entry 1 Head James M · CIK 0001842028 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.26 to $4.35, inclusive. The reporting person undertakes to provide MultiPlan Corporation, any security holder of MultiPlan Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 20:26 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 8,045 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043286 · doc4.xml · derivative · entry 1 Head James M · CIK 0001842028 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,045 Underlying: Common Stock · 8,045 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest on November 15, 2022. Vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. F3 · derivative.expiration_date: The restricted stock units vest on November 15, 2022. Vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. Read SEC document |
| January 28, 2021 Filed Jan 29, 2021 21:33 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 6,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002970 · form4.xml · derivative · entry 1 Head James M · CIK 0001842028 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,298 Underlying: Common Stock · 6,298 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.expiration_date: The restricted stock units vest on November 15, 2021. 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.