Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AdaptHealth Corp.AHCO · Entity 5183 | General Counsel | March 09, 2023 | March 13, 2023 |
| Alignment Healthcare, Inc.ALHC · Entity 4269 | Chief Legal and Admin. Officer | April 01, 2026 | April 01, 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.
AdaptHealth Corp.
Report date March 09, 2023 · Filed March 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 117,671 |
Reported balance
After 2023-03-09 transaction · row 1
1 source rowRow 1 · 2023-03-09 · Grant · Acquired 27,578 · Balance 117,671 F1: These shares represent restricted stock units and will be settled in common stock upon vesting. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 106,071 |
Reported balance
Holding disclosure · report date 2023-03-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 106,071 F2: Securities held directly by Mayaid2001 LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent restricted stock units and will be settled in common stock upon vesting.
F2: Securities held directly by Mayaid2001 LLC.
Alignment Healthcare, Inc.
Report date April 01, 2026 · Filed April 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 305,451 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Sale · Disposed 18,013 · Balance 305,451 F1: Date of adoption of Rule 10b5-1 plan: 09/08/2025 F2: The reported price in column 4 is a weighted-average price. Shares were sold in multiple transactions at a per share price ranging from $17.57 to $17.99. The reporting person undertakes to provide to Alignment Healthcare, Inc., any security holder of Alignment Healthcare, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: Date of adoption of Rule 10b5-1 plan: 09/08/2025
F2: The reported price in column 4 is a weighted-average price. Shares were sold in multiple transactions at a per share price ranging from $17.57 to $17.99. The reporting person undertakes to provide to Alignment Healthcare, Inc., any security holder of Alignment Healthcare, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range.
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 07, 2020 Filed Dec 9, 2020 21:30 UTC | AdaptHealth Corp. AHCO · Entity 5183 | Disposition to issuerClass A Common Stock | 120,000 | $29.36 | $3,523,200.00 |
DisclosureSEC source: 0001104659-20-133873 · tm2038090-1_4seq1.xml · nonDerivative · entry 2 JOYCE CHRISTOPHER J · CIK 0001032563 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 192,325 F4 · shares: Represents the number of shares of Class A Common Stock otherwise issuable upon the exchange of shares of Class B Common Stock of the Issuer (together with the same number of common units of AdaptHealth Holdings LLC) with respect to which the Issuer elected to deliver cash in lieu of shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. F3 · ownership.nature: Securities held directly by Mayaid2001 LLC. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:30 UTC | AdaptHealth Corp. AHCO · Entity 5183 | Exercise / conversionClass A Common Stock | 266,331 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-133873 · tm2038090-1_4seq1.xml · nonDerivative · entry 1 JOYCE CHRISTOPHER J · CIK 0001032563 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 312,325 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: Represents shares of Class A Common Stock of the Issuer issued upon an exchange of an equivalent number of shares of Class B Common Stock of the Issuer pursuant to the terms of that certain Exchange Agreement, dated as of November 8, 2019 (the "Exchange Agreement"), by and among the Issuer, AdaptHealth Holdings LLC and the other parties thereto (together with the same number of common units of AdaptHealth Holdings LLC). F2 · balance_after: The disposition of 24,321 shares of Class A Common Stock reported on the reporting person's Form 4 filed on December 18, 2019 was inadvertently reported as a disposition of directly held shares rather than shares held by Mayaid2001 LLC. The amounts reported as held on this Form 4 reflect the corrected number of shares directly and indirectly held. F3 · ownership.nature: Securities held directly by Mayaid2001 LLC. Read SEC document |
| December 17, 2019 Filed Dec 18, 2019 21:31 UTC | AdaptHealth Corp. AHCO · Entity 5183 | Tax withholdingClass A Common Stock | 24,321 | $9.50 | $231,049.50 |
DisclosureSEC source: 0001104659-19-073988 · a4.xml · nonDerivative · entry 1 JOYCE CHRISTOPHER J · CIK 0001032563 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,679 Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 21:30 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantClass A Common Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-067180 · a4.xml · nonDerivative · entry 1 JOYCE CHRISTOPHER J · CIK 0001032563 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Read SEC document |
| November 08, 2019 Filed Nov 13, 2019 21:20 UTC | AdaptHealth Corp. AHCO · Entity 5183 | OtherWarrants · Derivative | 12,903 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0001104659-19-063545 · a4.xml · derivative · entry 3 JOYCE CHRISTOPHER J · CIK 0001032563 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 12,903 Underlying: Class A Common Stock · 12,903 shares Expires not disclosed F1 · kind: Securities transferred in connection with the closing of the business combination transaction between the issuer and AdaptHealth Holdings LLC. F4 · derivative.exercise_date: The Warrants may be exercised commencing on December 8, 2019; provided that the Issuer has an effective registration statement covering the shares of Class A Common Stock issuable upon exercise of the Warrants and a current prospectus relating to them is available (or the Issuer permits holders to exercise their warrants on a cashless basis under the circumstances specified in the warrant agreement governing the Warrants). The Warrants are subject to redemption upon the terms provided in the warrant agreement. The Warrants expire November 8, 2024 or earlier upon redemption or liquidation. F4 · derivative.expiration_date: The Warrants may be exercised commencing on December 8, 2019; provided that the Issuer has an effective registration statement covering the shares of Class A Common Stock issuable upon exercise of the Warrants and a current prospectus relating to them is available (or the Issuer permits holders to exercise their warrants on a cashless basis under the circumstances specified in the warrant agreement governing the Warrants). The Warrants are subject to redemption upon the terms provided in the warrant agreement. The Warrants expire November 8, 2024 or earlier upon redemption or liquidation. F2 · ownership.nature: Securities held directly by Mayaid2001 LLC. Read SEC document |
| November 08, 2019 Filed Nov 13, 2019 21:20 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantClass B Common Stock · Derivative | 266,331 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-063545 · a4.xml · derivative · entry 2 JOYCE CHRISTOPHER J · CIK 0001032563 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 266,331 Underlying: Class A Common Stock · 266,331 shares Expires not disclosed F3 · derivative.exercise_price: Securities issued in connection with the closing of the business combination transaction between the issuer and AdaptHealth Holdings LLC. Class B Common Stock is exchangeable (together with the same number of common units of AdaptHealth Holdings LLC) for shares of Class A Common Stock of the Issuer (or the cash value thereof). F3 · price: Securities issued in connection with the closing of the business combination transaction between the issuer and AdaptHealth Holdings LLC. Class B Common Stock is exchangeable (together with the same number of common units of AdaptHealth Holdings LLC) for shares of Class A Common Stock of the Issuer (or the cash value thereof). F3 · derivative.exercise_date: Securities issued in connection with the closing of the business combination transaction between the issuer and AdaptHealth Holdings LLC. Class B Common Stock is exchangeable (together with the same number of common units of AdaptHealth Holdings LLC) for shares of Class A Common Stock of the Issuer (or the cash value thereof). F3 · derivative.expiration_date: Securities issued in connection with the closing of the business combination transaction between the issuer and AdaptHealth Holdings LLC. Class B Common Stock is exchangeable (together with the same number of common units of AdaptHealth Holdings LLC) for shares of Class A Common Stock of the Issuer (or the cash value thereof). F2 · ownership.nature: Securities held directly by Mayaid2001 LLC. Read SEC document |
| November 08, 2019 Filed Nov 13, 2019 21:20 UTC | AdaptHealth Corp. AHCO · Entity 5183 | OtherClass A Common Stock | 70,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-063545 · a4.xml · nonDerivative · entry 1 JOYCE CHRISTOPHER J · CIK 0001032563 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 70,315 F1 · kind: Securities transferred in connection with the closing of the business combination transaction between the issuer and AdaptHealth Holdings LLC. F2 · ownership.nature: Securities held directly by Mayaid2001 LLC. 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.