Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Astrana Health, Inc.ASTH · Entity 4538 | Director · Executive Chairman | April 06, 2026 | April 08, 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.
Astrana Health, Inc.
Report date April 06, 2026 · Filed April 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 739,407 |
Reported balance
After 2026-04-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-06 · Grant · Acquired 100,000 · Balance 739,407 F5: Represents a grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Provided the Reporting Person is still employed with the Issuer and/or its affiliates on the date of vesting, the shares shall vest in eight equal semi-annual installments beginning on October 6, 2026. F6: Includes the following shares of unvested restricted stock, which will vest as follows (in each case subject to continuous employment with the Issuer and/or its affiliates): (i) 78,334 shares, which will vest in two equal annual installments beginning on March 5, 2027; and (ii) 66,667 shares, which will vest in two equal annual installments beginning on April 1, 2027. Also includes 100,000 restricted stock units, which will vest in eight equal semi-annual installments beginning on October 6, 2026 (subject to continuous employment with the Issuer and/or its affiliates). |
| Common StockSEC Table I · non-derivative | IndirectBy Allied Physicians of California, a Professional Medical Corporation | 6,132,802 |
Reported balance
Holding disclosure · report date 2026-04-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,132,802 F1: These securities are beneficially owned by Allied Physicians of California, a Professional Medical Corporation, of which the Reporting Person is the Chairman and a director and stockholder. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Kenneth T & Simone S Sim Family Trust | 546,349 |
Reported balance
Holding disclosure · report date 2026-04-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 546,349 F4: These securities are held by the Kenneth T & Simone S Sim Family Trust U/A dated 11/07/2013. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Kenneth T. Sim Pension Plan Trust | 42,996 |
Reported balance
Holding disclosure · report date 2026-04-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 42,996 F2: These securities are held by the Kenneth T. Sim Pension Plan Trust U.A. dated 12/18/2007. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy grantor retained annuity trust | 230,688 |
Reported balance
Holding disclosure · report date 2026-04-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 230,688 F3: These securities are held by a grantor retained annuity trust for the benefit of the Reporting Person and his children. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are beneficially owned by Allied Physicians of California, a Professional Medical Corporation, of which the Reporting Person is the Chairman and a director and stockholder. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
F2: These securities are held by the Kenneth T. Sim Pension Plan Trust U.A. dated 12/18/2007. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
F3: These securities are held by a grantor retained annuity trust for the benefit of the Reporting Person and his children. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F4: These securities are held by the Kenneth T & Simone S Sim Family Trust U/A dated 11/07/2013. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
F5: Represents a grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Provided the Reporting Person is still employed with the Issuer and/or its affiliates on the date of vesting, the shares shall vest in eight equal semi-annual installments beginning on October 6, 2026.
F6: Includes the following shares of unvested restricted stock, which will vest as follows (in each case subject to continuous employment with the Issuer and/or its affiliates): (i) 78,334 shares, which will vest in two equal annual installments beginning on March 5, 2027; and (ii) 66,667 shares, which will vest in two equal annual installments beginning on April 1, 2027. Also includes 100,000 restricted stock units, which will vest in eight equal semi-annual installments beginning on October 6, 2026 (subject to continuous employment with the Issuer and/or its affiliates).
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 |
|---|---|---|---|---|---|---|
| December 08, 2019 Filed Dec 12, 2019 11:01 UTC | Astrana Health, Inc. AMEH · Entity 4538 | GrantCommon Stock | 93,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-071975 · tm1925089d1_4.xml · nonDerivative · entry 2 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman and Co-CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Allied Physicians of California, A Professional Medical Corporation Disclosed balance after: 17,158,389 F1 · date: On December 8, 2017, a merger transaction between Apollo Medical Holdings, Inc. (the "Issuer") and Network Medical Management, Inc. ("NMM") was consummated (the "Merger"). As previously disclosed in the Issuer's SEC filings, at the closing of the Merger, 10% of the total number of shares of the Issuer's common stock issuable to pre-Merger NMM shareholders was held back to secure indemnification rights of the Issuer and its affiliates (the "Holdback Shares"), which Holdback Shares were to be released to such pre-Merger NMM shareholders 50% on the first, and 50% on the second anniversaries of the closing of the Merger if no indemnification claims are made by such dates. F2 · date: No indemnification claim was made before December 8, 2019 and, accordingly, the second half of the Holdback Shares was automatically released for issuance on that date. The number of acquired securities reported in this statement represent the Reporting Person's pro rata portion of the released Holdback Shares. Accordingly, the Reporting Person is deemed to be the beneficial owner of those shares as of December 8, 2019. F1 · kind: On December 8, 2017, a merger transaction between Apollo Medical Holdings, Inc. (the "Issuer") and Network Medical Management, Inc. ("NMM") was consummated (the "Merger"). As previously disclosed in the Issuer's SEC filings, at the closing of the Merger, 10% of the total number of shares of the Issuer's common stock issuable to pre-Merger NMM shareholders was held back to secure indemnification rights of the Issuer and its affiliates (the "Holdback Shares"), which Holdback Shares were to be released to such pre-Merger NMM shareholders 50% on the first, and 50% on the second anniversaries of the closing of the Merger if no indemnification claims are made by such dates. F2 · kind: No indemnification claim was made before December 8, 2019 and, accordingly, the second half of the Holdback Shares was automatically released for issuance on that date. The number of acquired securities reported in this statement represent the Reporting Person's pro rata portion of the released Holdback Shares. Accordingly, the Reporting Person is deemed to be the beneficial owner of those shares as of December 8, 2019. F1 · shares: On December 8, 2017, a merger transaction between Apollo Medical Holdings, Inc. (the "Issuer") and Network Medical Management, Inc. ("NMM") was consummated (the "Merger"). As previously disclosed in the Issuer's SEC filings, at the closing of the Merger, 10% of the total number of shares of the Issuer's common stock issuable to pre-Merger NMM shareholders was held back to secure indemnification rights of the Issuer and its affiliates (the "Holdback Shares"), which Holdback Shares were to be released to such pre-Merger NMM shareholders 50% on the first, and 50% on the second anniversaries of the closing of the Merger if no indemnification claims are made by such dates. F2 · shares: No indemnification claim was made before December 8, 2019 and, accordingly, the second half of the Holdback Shares was automatically released for issuance on that date. The number of acquired securities reported in this statement represent the Reporting Person's pro rata portion of the released Holdback Shares. Accordingly, the Reporting Person is deemed to be the beneficial owner of those shares as of December 8, 2019. F5 · ownership.nature: The securities acquired represent the Holdback Shares that were released as part of the Merger to Allied Physicians of California, A Professional Medical Corporation of which Reporting Person is a director, officer and shareholder. Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that Reporting Person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 08, 2019 Filed Dec 12, 2019 11:01 UTC | Astrana Health, Inc. AMEH · Entity 4538 | GrantCommon Stock | 86,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-071975 · tm1925089d1_4.xml · nonDerivative · entry 1 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman and Co-CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Kenneth T. and Simone S. Sim Family Trust dated November 7, 2013 Disclosed balance after: 1,824,439 F1 · date: On December 8, 2017, a merger transaction between Apollo Medical Holdings, Inc. (the "Issuer") and Network Medical Management, Inc. ("NMM") was consummated (the "Merger"). As previously disclosed in the Issuer's SEC filings, at the closing of the Merger, 10% of the total number of shares of the Issuer's common stock issuable to pre-Merger NMM shareholders was held back to secure indemnification rights of the Issuer and its affiliates (the "Holdback Shares"), which Holdback Shares were to be released to such pre-Merger NMM shareholders 50% on the first, and 50% on the second anniversaries of the closing of the Merger if no indemnification claims are made by such dates. F2 · date: No indemnification claim was made before December 8, 2019 and, accordingly, the second half of the Holdback Shares was automatically released for issuance on that date. The number of acquired securities reported in this statement represent the Reporting Person's pro rata portion of the released Holdback Shares. Accordingly, the Reporting Person is deemed to be the beneficial owner of those shares as of December 8, 2019. F1 · kind: On December 8, 2017, a merger transaction between Apollo Medical Holdings, Inc. (the "Issuer") and Network Medical Management, Inc. ("NMM") was consummated (the "Merger"). As previously disclosed in the Issuer's SEC filings, at the closing of the Merger, 10% of the total number of shares of the Issuer's common stock issuable to pre-Merger NMM shareholders was held back to secure indemnification rights of the Issuer and its affiliates (the "Holdback Shares"), which Holdback Shares were to be released to such pre-Merger NMM shareholders 50% on the first, and 50% on the second anniversaries of the closing of the Merger if no indemnification claims are made by such dates. F2 · kind: No indemnification claim was made before December 8, 2019 and, accordingly, the second half of the Holdback Shares was automatically released for issuance on that date. The number of acquired securities reported in this statement represent the Reporting Person's pro rata portion of the released Holdback Shares. Accordingly, the Reporting Person is deemed to be the beneficial owner of those shares as of December 8, 2019. F1 · shares: On December 8, 2017, a merger transaction between Apollo Medical Holdings, Inc. (the "Issuer") and Network Medical Management, Inc. ("NMM") was consummated (the "Merger"). As previously disclosed in the Issuer's SEC filings, at the closing of the Merger, 10% of the total number of shares of the Issuer's common stock issuable to pre-Merger NMM shareholders was held back to secure indemnification rights of the Issuer and its affiliates (the "Holdback Shares"), which Holdback Shares were to be released to such pre-Merger NMM shareholders 50% on the first, and 50% on the second anniversaries of the closing of the Merger if no indemnification claims are made by such dates. F2 · shares: No indemnification claim was made before December 8, 2019 and, accordingly, the second half of the Holdback Shares was automatically released for issuance on that date. The number of acquired securities reported in this statement represent the Reporting Person's pro rata portion of the released Holdback Shares. Accordingly, the Reporting Person is deemed to be the beneficial owner of those shares as of December 8, 2019. F3 · balance_after: Excludes the Reporting Person's indirect ownership of common stock of the Issuer as a shareholder of Allied Physicians of California, A Professional Medical Corporation. F4 · ownership.nature: The securities acquired are Holdback Shares owned directly by the Kenneth T. and Simone S. Sim Family Trust dated November 7, 2013. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 23:32 UTC | Astrana Health, Inc. AMEH · Entity 4538 | PurchaseCommon Stock | 10,000 | $14.67 | $146,700.00 |
DisclosureSEC source: 0001104659-19-065155 · tm1923130-1_4.xml · nonDerivative · entry 1 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman and Co-CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Kenneth T. Sim Pension Plan Trust U.A. dated 12/18/2007 Disclosed balance after: 1,737,561 F1 · price: This transaction was executed in multiple trades at prices ranging from $14.54 to $14.73. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Excludes the Reporting Person's indirect ownership of common stock of Apollo Medical Holdings, Inc. as a shareholder of Allied Physicians of California, A Professional Medical Corporation. F3 · ownership.nature: These 10,000 shares are owned directly by the Kenneth T. Sim Pension Plan Trust U.A. dated 12/18/2007. The Reporting Person disclaims beneficial ownership of these 10,000 shares except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these 10,000 shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| October 08, 2019 Filed Oct 30, 2019 01:03 UTC | Astrana Health, Inc. AMEH · Entity 4538 | PurchaseCommon Stock | 5,000 | $15.55 | $77,750.00 |
DisclosureSEC source: 0001104659-19-057423 · tm1921338d1_4.xml · nonDerivative · entry 1 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman and Co-CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Kenneth T. Sim Pension Plan Trust U.A. dated 12/18/2007 Disclosed balance after: 1,727,561 F1 · kind: These 5,000 shares were acquired inadvertently without the knowledge of the Reporting Person. The Reporting Person placed an order with a broker for the purchase of 5,000 shares at $15.55 on August 22, 2019, which could not be filled at that time given the market price on that date. The Reporting Person believed that the order was cancelled. However, the broker treated the order as remaining open and the above purchase was executed by the broker on October 8, 2019 without the Reporting Person's knowledge. F2 · balance_after: Excludes the Reporting Person's indirect ownership of common stock of Apollo Medical Holdings, Inc. as a shareholder of Allied Physicians of California, A Professional Medical Corporation. F3 · ownership.nature: These 5,000 shares are owned directly by the Kenneth T. Sim Pension Plan Trust U.A. dated 12/18/2007. The Reporting Person disclaims beneficial ownership of these 5,000 shares except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these 5,000 shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 18:26 UTC | Astrana Health, Inc. AMEH · Entity 4538 | GrantStock Option (right to buy) · Derivative | 39,189 | $0.00 Strike: $17.62 | $0.00 |
DisclosureSEC source: 0001144204-19-046901 · tv530494_4.xml · derivative · entry 2 Sim Kenneth T. · CIK 0001725499 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,189 Underlying: Common Stock · 39,189 shares Expires 2024-09-30 F2 · derivative.exercise_price: Stock option to purchase the Company's Common Stock granted under the Company's 2015 Equity Incentive Plan, which stock option will vest and become exercisable one-third after year one (on September 30, 2020), one-third after year two (on September 30, 2021), and the final one-third after year three (on September 30, 2022), subject to expiration on the date that is five years from the date of grant (i.e., on September 30, 2024). The exercise price for each share subject to the stock option granted shall be set at the closing price of the Company's Common Stock on the date of grant (i.e., September 30, 2019). F2 · kind: Stock option to purchase the Company's Common Stock granted under the Company's 2015 Equity Incentive Plan, which stock option will vest and become exercisable one-third after year one (on September 30, 2020), one-third after year two (on September 30, 2021), and the final one-third after year three (on September 30, 2022), subject to expiration on the date that is five years from the date of grant (i.e., on September 30, 2024). The exercise price for each share subject to the stock option granted shall be set at the closing price of the Company's Common Stock on the date of grant (i.e., September 30, 2019). F2 · derivative.exercise_date: Stock option to purchase the Company's Common Stock granted under the Company's 2015 Equity Incentive Plan, which stock option will vest and become exercisable one-third after year one (on September 30, 2020), one-third after year two (on September 30, 2021), and the final one-third after year three (on September 30, 2022), subject to expiration on the date that is five years from the date of grant (i.e., on September 30, 2024). The exercise price for each share subject to the stock option granted shall be set at the closing price of the Company's Common Stock on the date of grant (i.e., September 30, 2019). Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 18:26 UTC | Astrana Health, Inc. AMEH · Entity 4538 | GrantCommon Stock | 58,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-046901 · tv530494_4.xml · nonDerivative · entry 1 Sim Kenneth T. · CIK 0001725499 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,883 F1 · kind: Restricted shares of Apollo Medical Holdings, Inc.'s (the "Company") Common Stock granted under the Company's 2015 Equity Incentive Plan, subject to vesting one-third after year one (on September 30, 2020), one-third after year two (on September 30, 2021), and the final one-third after year three (on September 30, 2022). Read SEC document |
| September 11, 2019 Filed Sep 13, 2019 18:34 UTC | Astrana Health, Inc. AMEH · Entity 4538 | GrantCommon Stock | 15,015,015 | $300,000,000.00 | $4,504,504,500,000,000.00 |
DisclosureSEC source: 0001553350-19-000944 · sim4.xml · nonDerivative · entry 1 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Allied Physicians of California, A Professional Medical Corporation Disclosed balance after: 16,790,575 F1 · kind: On September 11, 2019, Apollo Holdings, Medical Inc. ("AMEH"), AP-AMH Medical Corporation ("AP-AMH"), Allied Physicians of California, a Professional Medical Corporation ("APC") and Network Medical Management, Inc. concurrently closed a series of inter-connected transactions, as more fully described in the Form 8-K filed by AMEH with the Securities and Exchange Commission on September 12, 2019. The closing included AMEH issuing to APC a total of 15,015,015 shares of its authorized and unissued common stock for aggregate purchase consideration of $300,000,000, the per share price of $19.98 having been determined at the time of execution of the Stock Purchase Agreement on May 10, 2019. The transaction was exempt from the registration requirements of the Securities Act of 1933, as amended, pursuant to Section 4(a)(2) thereof and Rule 506(b) of Regulation D promulgated thereunder, applicable to transactions by an issuer not involving any public offering. F2 · ownership.nature: These shares are owned directly by APC of which Reporting Person is a director, officer and shareholder. Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that Reporting Person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose. Read SEC document |
| August 16, 2019 Filed Aug 20, 2019 12:44 UTC | Astrana Health, Inc. AMEH · Entity 4538 | PurchaseCommon Stock | 563 | $16.35 | $9,205.05 |
DisclosureSEC source: 0001553350-19-000868 · sim4.xml · nonDerivative · entry 5 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Kenneth T. Sim Pension Plan Trust dated 12/18/2007 Disclosed balance after: 1,663,678 F1 · ownership.nature: These shares are owned directly by the Kenneth T. Sim Pension Plan Trust dated 12/18/2007. Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that Reporting Person is the beneficial owner of these shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| August 16, 2019 Filed Aug 20, 2019 12:44 UTC | Astrana Health, Inc. AMEH · Entity 4538 | PurchaseCommon Stock | 437 | $16.35 | $7,144.95 |
DisclosureSEC source: 0001553350-19-000868 · sim4.xml · nonDerivative · entry 4 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Kenneth T. Sim Pension Plan Trust dated 12/18/2007 Disclosed balance after: 1,663,115 F1 · ownership.nature: These shares are owned directly by the Kenneth T. Sim Pension Plan Trust dated 12/18/2007. Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that Reporting Person is the beneficial owner of these shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| August 16, 2019 Filed Aug 20, 2019 12:44 UTC | Astrana Health, Inc. AMEH · Entity 4538 | PurchaseCommon Stock | 1,500 | $16.25 | $24,375.00 |
DisclosureSEC source: 0001553350-19-000868 · sim4.xml · nonDerivative · entry 3 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Kenneth T. Sim Pension Plan Trust dated 12/18/2007 Disclosed balance after: 1,662,678 F1 · ownership.nature: These shares are owned directly by the Kenneth T. Sim Pension Plan Trust dated 12/18/2007. Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that Reporting Person is the beneficial owner of these shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| August 15, 2019 Filed Aug 20, 2019 12:44 UTC | Astrana Health, Inc. AMEH · Entity 4538 | PurchaseCommon Stock | 1,500 | $15.25 | $22,875.00 |
DisclosureSEC source: 0001553350-19-000868 · sim4.xml · nonDerivative · entry 2 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Kenneth T. Sim Pension Plan Trust dated 12/18/2007 Disclosed balance after: 1,661,178 F1 · ownership.nature: These shares are owned directly by the Kenneth T. Sim Pension Plan Trust dated 12/18/2007. Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that Reporting Person is the beneficial owner of these shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| August 14, 2019 Filed Aug 20, 2019 12:44 UTC | Astrana Health, Inc. AMEH · Entity 4538 | PurchaseCommon Stock | 2,000 | $16.23 | $32,460.00 |
DisclosureSEC source: 0001553350-19-000868 · sim4.xml · nonDerivative · entry 1 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Kenneth T. Sim Pension Plan Trust dated 12/18/2007 Disclosed balance after: 1,659,678 F1 · ownership.nature: These shares are owned directly by the Kenneth T. Sim Pension Plan Trust dated 12/18/2007. Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that Reporting Person is the beneficial owner of these shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| June 12, 2019 Filed Jun 13, 2019 22:56 UTC | Astrana Health, Inc. AMEH · Entity 4538 | PurchaseCommon Stock | 1,300 | $14.45 | $18,785.00 |
DisclosureSEC source: 0001553350-19-000637 · sim4.xml · nonDerivative · entry 2 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,657,678 Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 22:56 UTC | Astrana Health, Inc. AMEH · Entity 4538 | PurchaseCommon Stock | 5,696 | $14.51 | $82,648.96 |
DisclosureSEC source: 0001553350-19-000637 · sim4.xml · nonDerivative · entry 1 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,656,378 Read SEC document |
| December 08, 2018 Filed Mar 26, 2019 21:29 UTC | Astrana Health, Inc. AMEH · Entity 4538 | GrantCommon Stock | 93,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001553350-19-000256 · sim4.xml · nonDerivative · entry 2 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Allied Physicians of California, A Professional Medical Corporation Disclosed balance after: 1,775,560 F1 · date: On December 8, 2017, a merger transaction between Apollo Medical Holdings, Inc. (the "Issuer") and Network Medical Management, Inc. ("NMM") was consummated (the "Merger"). As previously disclosed in the Issuer's SEC filings, at the closing of the Merger, 10% of the total number of shares of the Issuer's common stock issuable to pre-Merger NMM shareholders was held back to secure indemnification rights of the Issuer and its affiliates (the "Holdback Shares"), which Holdback Shares were to be released to former NMM shareholders 50% on the first, and 50% on the second anniversaries of the closing of the Merger if no indemnification claims are made by such dates. F2 · date: No indemnification claim was made before December 8, 2018 and, accordingly, the first half of the Holdback Shares was automatically released for issuance on that date. The number of acquired securities reported in this statement represent the Reporting Person's pro rata portion of the released Holdback Shares. Accordingly, the Reporting Person is deemed to be the beneficial owner of those shares as of December 8, 2018. The book entry issuance of the Reporting Person's pro rata portion of the Holdback Shares was completed on March 22, 2019. F1 · kind: On December 8, 2017, a merger transaction between Apollo Medical Holdings, Inc. (the "Issuer") and Network Medical Management, Inc. ("NMM") was consummated (the "Merger"). As previously disclosed in the Issuer's SEC filings, at the closing of the Merger, 10% of the total number of shares of the Issuer's common stock issuable to pre-Merger NMM shareholders was held back to secure indemnification rights of the Issuer and its affiliates (the "Holdback Shares"), which Holdback Shares were to be released to former NMM shareholders 50% on the first, and 50% on the second anniversaries of the closing of the Merger if no indemnification claims are made by such dates. F2 · kind: No indemnification claim was made before December 8, 2018 and, accordingly, the first half of the Holdback Shares was automatically released for issuance on that date. The number of acquired securities reported in this statement represent the Reporting Person's pro rata portion of the released Holdback Shares. Accordingly, the Reporting Person is deemed to be the beneficial owner of those shares as of December 8, 2018. The book entry issuance of the Reporting Person's pro rata portion of the Holdback Shares was completed on March 22, 2019. F1 · shares: On December 8, 2017, a merger transaction between Apollo Medical Holdings, Inc. (the "Issuer") and Network Medical Management, Inc. ("NMM") was consummated (the "Merger"). As previously disclosed in the Issuer's SEC filings, at the closing of the Merger, 10% of the total number of shares of the Issuer's common stock issuable to pre-Merger NMM shareholders was held back to secure indemnification rights of the Issuer and its affiliates (the "Holdback Shares"), which Holdback Shares were to be released to former NMM shareholders 50% on the first, and 50% on the second anniversaries of the closing of the Merger if no indemnification claims are made by such dates. F2 · shares: No indemnification claim was made before December 8, 2018 and, accordingly, the first half of the Holdback Shares was automatically released for issuance on that date. The number of acquired securities reported in this statement represent the Reporting Person's pro rata portion of the released Holdback Shares. Accordingly, the Reporting Person is deemed to be the beneficial owner of those shares as of December 8, 2018. The book entry issuance of the Reporting Person's pro rata portion of the Holdback Shares was completed on March 22, 2019. F3 · ownership.nature: These shares represent the Holdback Shares that were released as part of the Merger to Allied Physicians of California, A Professional Medical Corporation of which Reporting Person is a director, officer and shareholder. Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that Reporting Person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 08, 2018 Filed Mar 26, 2019 21:29 UTC | Astrana Health, Inc. AMEH · Entity 4538 | GrantCommon Stock | 86,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001553350-19-000256 · sim4.xml · nonDerivative · entry 1 Sim Kenneth T. · CIK 0001725499 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,650,682 F1 · date: On December 8, 2017, a merger transaction between Apollo Medical Holdings, Inc. (the "Issuer") and Network Medical Management, Inc. ("NMM") was consummated (the "Merger"). As previously disclosed in the Issuer's SEC filings, at the closing of the Merger, 10% of the total number of shares of the Issuer's common stock issuable to pre-Merger NMM shareholders was held back to secure indemnification rights of the Issuer and its affiliates (the "Holdback Shares"), which Holdback Shares were to be released to former NMM shareholders 50% on the first, and 50% on the second anniversaries of the closing of the Merger if no indemnification claims are made by such dates. F2 · date: No indemnification claim was made before December 8, 2018 and, accordingly, the first half of the Holdback Shares was automatically released for issuance on that date. The number of acquired securities reported in this statement represent the Reporting Person's pro rata portion of the released Holdback Shares. Accordingly, the Reporting Person is deemed to be the beneficial owner of those shares as of December 8, 2018. The book entry issuance of the Reporting Person's pro rata portion of the Holdback Shares was completed on March 22, 2019. F1 · kind: On December 8, 2017, a merger transaction between Apollo Medical Holdings, Inc. (the "Issuer") and Network Medical Management, Inc. ("NMM") was consummated (the "Merger"). As previously disclosed in the Issuer's SEC filings, at the closing of the Merger, 10% of the total number of shares of the Issuer's common stock issuable to pre-Merger NMM shareholders was held back to secure indemnification rights of the Issuer and its affiliates (the "Holdback Shares"), which Holdback Shares were to be released to former NMM shareholders 50% on the first, and 50% on the second anniversaries of the closing of the Merger if no indemnification claims are made by such dates. F2 · kind: No indemnification claim was made before December 8, 2018 and, accordingly, the first half of the Holdback Shares was automatically released for issuance on that date. The number of acquired securities reported in this statement represent the Reporting Person's pro rata portion of the released Holdback Shares. Accordingly, the Reporting Person is deemed to be the beneficial owner of those shares as of December 8, 2018. The book entry issuance of the Reporting Person's pro rata portion of the Holdback Shares was completed on March 22, 2019. F1 · shares: On December 8, 2017, a merger transaction between Apollo Medical Holdings, Inc. (the "Issuer") and Network Medical Management, Inc. ("NMM") was consummated (the "Merger"). As previously disclosed in the Issuer's SEC filings, at the closing of the Merger, 10% of the total number of shares of the Issuer's common stock issuable to pre-Merger NMM shareholders was held back to secure indemnification rights of the Issuer and its affiliates (the "Holdback Shares"), which Holdback Shares were to be released to former NMM shareholders 50% on the first, and 50% on the second anniversaries of the closing of the Merger if no indemnification claims are made by such dates. F2 · shares: No indemnification claim was made before December 8, 2018 and, accordingly, the first half of the Holdback Shares was automatically released for issuance on that date. The number of acquired securities reported in this statement represent the Reporting Person's pro rata portion of the released Holdback Shares. Accordingly, the Reporting Person is deemed to be the beneficial owner of those shares as of December 8, 2018. The book entry issuance of the Reporting Person's pro rata portion of the Holdback Shares was completed on March 22, 2019. 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.