Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTENE CORPCNC · Entity 3133 | Chief Financial Officer | March 15, 2026 | March 17, 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.
CENTENE CORP
Report date March 15, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 747,989.48 |
Reported balance
After 2026-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-15 · Tax withholding · Disposed 15,241 · Balance 747,989.48 F1: Shares withheld for taxes upon vesting of previously-reported grants of restricted stock units. F2: Ownership includes 448,650 shares of previously-granted restricted stock units and performance stock units (reported at target level performance) subject to vesting requirements. |
| Common Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $81.85 · Expires 2031-12-15 | Direct | 13,449 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 13,449 F3: Performance Stock Option granted on December 15, 2021, may become exercisable on or after the third anniversary of the grant date if the closing price of CNC's common stock equals or exceeds $100 per share for 20 consecutive trading days following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes upon vesting of previously-reported grants of restricted stock units.
F2: Ownership includes 448,650 shares of previously-granted restricted stock units and performance stock units (reported at target level performance) subject to vesting requirements.
F3: Performance Stock Option granted on December 15, 2021, may become exercisable on or after the third anniversary of the grant date if the closing price of CNC's common stock equals or exceeds $100 per share for 20 consecutive trading days following the grant date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WELLCARE HEALTH PLANS, INC.
Report date January 23, 2020 · Filed January 27, 2020
Section 16 reporting ended · disclosed 2020-01-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-01-23 transaction · row 1
1 source rowRow 1 · 2020-01-23 · Disposition to issuer · Disposed 68,782 · Balance 0 F1: Reflects disposition in connection with the Agreement and Plan of Merger (the "Merger Agreement") dated March 26, 2019, by and among WellCare Health Plans, Inc. ("WellCare"), Centene Corporation ("Centene"), Wellington Merger Sub I, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Centene ("Merger Sub I"), and other parties thereto, pursuant to which Merger Sub I merged with and into WellCare on January 23, 2020 (the "Effective Time"). Upon the Effective Time, each share of WCG common stock held by the Reporting Person were converted into the right to receive (i) $120.000 in cash and (ii) 3.38 validly issued, fully paid and non assessable shares of Centene's common stock, par value $0.001 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition in connection with the Agreement and Plan of Merger (the "Merger Agreement") dated March 26, 2019, by and among WellCare Health Plans, Inc. ("WellCare"), Centene Corporation ("Centene"), Wellington Merger Sub I, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Centene ("Merger Sub I"), and other parties thereto, pursuant to which Merger Sub I merged with and into WellCare on January 23, 2020 (the "Effective Time"). Upon the Effective Time, each share of WCG common stock held by the Reporting Person were converted into the right to receive (i) $120.000 in cash and (ii) 3.38 validly issued, fully paid and non assessable shares of Centene's common stock, par value $0.001 per share.
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 |
|---|---|---|---|---|---|---|
| March 01, 2019 Filed Mar 5, 2019 18:25 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 1,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006206 · doc1.xml · derivative · entry 6 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,089 shares Expires not disclosed 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. F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F6 · derivative.exercise_date: The award of restricted stock units vests in approximately equal increments on March 1, 2017, March 1, 2018 and March 1, 2019. Vested shares will be delivered to the Reporting Person upon vest. F6 · derivative.expiration_date: The award of restricted stock units vests in approximately equal increments on March 1, 2017, March 1, 2018 and March 1, 2019. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:25 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 6,834 | $260.05 | $1,777,181.70 |
DisclosureSEC source: 0001567619-19-006206 · doc1.xml · nonDerivative · entry 5 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,298 F4 · shares: Forfeiture of shares to satisfy tax obligations related to stock units that were granted to the Reporting Person on March 28, 2016, March 22, 2017, and March 19, 2018, and vested on March 1, 2019. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:25 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 719 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006206 · doc1.xml · nonDerivative · entry 4 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,132 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. F3 · kind: Vesting of restricted stock units granted to the Reporting Person on March 19, 2018. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:25 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006206 · doc1.xml · nonDerivative · entry 3 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,413 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. F2 · kind: Vesting of restricted stock units granted to the Reporting Person on March 22, 2017. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:25 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 1,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006206 · doc1.xml · nonDerivative · entry 2 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,638 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 · kind: Vesting of restricted stock units granted to the Reporting Person on March 28, 2016. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 16:28 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GrantCommon Stock | 16,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-002525 · doc1.xml · nonDerivative · entry 2 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,549 F1 · kind: Represents performance stock unit ("PSU") awards granted on 3/28/16. On 2/4/19, the Compensation Committee certified that the payout for the PSU awards based on a net income margin goal for the year ended 12/31/18 at 200% of target, or 6,530 shares. On 2/4/19, the Compensation Committee certified that the payout for the PSU awards based on a relative total shareholder return goal for the three years ended 12/31/18 at 200% of target, or 4,362 shares. On 2/4/19, the Compensation Committee certified that the payout for the PSU awards based on a quality improvement goal for the three years ended 12/31/18 at 163.5% of target, or 5,338 shares. The PSU awards vest on 3/1/19. Read SEC document |
| November 07, 2018 Filed Jan 10, 2019 16:39 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GiftCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000974 · doc1.xml · nonDerivative · entry 2 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 800 Read SEC document |
| September 29, 2018 Filed Oct 1, 2018 16:41 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 3,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003366 · doc1.xml · derivative · entry 4 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,613 Underlying: Common Stock · 3,613 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F4 · derivative.exercise_date: The restricted stock units vest in approximately equal installments on September 29, 2017, September 29, 2018 and September 29, 2019. Vested shares are delivered to the Reporting Person upon vest. F4 · derivative.expiration_date: The restricted stock units vest in approximately equal installments on September 29, 2017, September 29, 2018 and September 29, 2019. Vested shares are delivered to the Reporting Person upon vest. Read SEC document |
| September 29, 2018 Filed Oct 1, 2018 16:41 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 1,423 | $320.49 | $456,057.27 |
DisclosureSEC source: 0001567619-18-003366 · doc1.xml · nonDerivative · entry 3 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,319 F2 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on September 29, 2016 and vested on September 29, 2018. Read SEC document |
| September 29, 2018 Filed Oct 1, 2018 16:41 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 3,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003366 · doc1.xml · nonDerivative · entry 2 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,742 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 · kind: Vesting of restricted stock units granted to the Reporting Person on September 29, 2016. Read SEC document |
| August 29, 2018 Filed Aug 30, 2018 16:25 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 3,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-001930 · doc1.xml · derivative · entry 4 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,796 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F4 · derivative.exercise_date: The restricted stock units vested in approximately equal installments on August 29, 2015, August 29, 2016, August 29, 2017 and August 29, 2018. Vested shares are delivered to the Reporting Person upon vest. F4 · derivative.expiration_date: The restricted stock units vested in approximately equal installments on August 29, 2015, August 29, 2016, August 29, 2017 and August 29, 2018. Vested shares are delivered to the Reporting Person upon vest. Read SEC document |
| August 29, 2018 Filed Aug 30, 2018 16:25 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 1,494 | $300.72 | $449,275.68 |
DisclosureSEC source: 0001567619-18-001930 · doc1.xml · nonDerivative · entry 3 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,129 F2 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on August 29, 2014 and vested on August 29, 2018. Read SEC document |
| August 29, 2018 Filed Aug 30, 2018 16:25 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 3,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-001930 · doc1.xml · nonDerivative · entry 2 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,623 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 · kind: Vesting of restricted stock units granted to the Reporting Person on August 29, 2014. Read SEC document |
| March 19, 2018 Filed Mar 21, 2018 16:30 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GrantRestricted Stock Units · Derivative | 2,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014445 · doc1.xml · derivative · entry 1 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,158 Underlying: Common Stock · 2,158 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F2 · derivative.exercise_date: The restricted stock units vest in approximately equal installments on March 1, 2019, March 1, 2020, and March 1, 2021. Vested shares will be delivered to the Reporting Person upon vest. F2 · derivative.expiration_date: The restricted stock units vest in approximately equal installments on March 1, 2019, March 1, 2020, and March 1, 2021. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionMarket Stock Units · Derivative | 4,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · derivative · entry 15 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,218 shares Expires not disclosed 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. F15 · derivative.exercise_price: Each market stock unit represents a contingent right to receive up to two shares of WCG common stock based on the average closing price for the last thirty trading days in 2017 compared to the last thirty trading days in 2014. F16 · derivative.exercise_date: The market stock units vested on March 1, 2018. Vested shares will be delivered to the Reporting Person upon vest. F16 · derivative.expiration_date: The market stock units vested on March 1, 2018. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · derivative · entry 14 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,551 Underlying: Common Stock · 775 shares Expires not disclosed 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. F11 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F14 · derivative.exercise_date: The award of restricted stock units vests in approximately equal increments on March 1, 2018, March 1, 2019 and March 1, 2020. Vested shares will be delivered to the Reporting Person upon vest. F14 · derivative.expiration_date: The award of restricted stock units vests in approximately equal increments on March 1, 2018, March 1, 2019 and March 1, 2020. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 1,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · derivative · entry 13 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088 Underlying: Common Stock · 1,088 shares Expires not disclosed 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. F11 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F13 · derivative.exercise_date: The award of restricted stock units vests in approximately equal increments on March 1, 2017, March 1, 2018 and March 1, 2019. Vested shares will be delivered to the Reporting Person upon vest. F13 · derivative.expiration_date: The award of restricted stock units vests in approximately equal increments on March 1, 2017, March 1, 2018 and March 1, 2019. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 991 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · derivative · entry 12 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 991 shares Expires not disclosed 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. F11 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F12 · derivative.exercise_date: The award of restricted stock units vests in approximately equal increments on March 1, 2016, March 1, 2017 and March 1, 2018. Vested shares will be delivered to the Reporting Person upon vest. F12 · derivative.expiration_date: The award of restricted stock units vests in approximately equal increments on March 1, 2016, March 1, 2017 and March 1, 2018. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 1,034 | $193.51 | $200,089.34 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · nonDerivative · entry 11 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,827 F10 · shares: Forfeiture of shares to satisfy tax obligations related to market stock units that were granted to the Reporting Person on April 6, 2015 and vested on March 1, 2018. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 305 | $193.51 | $59,020.55 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · nonDerivative · entry 9 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,643 F8 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on March 22, 2017 and vested on March 1, 2018. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · nonDerivative · entry 8 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,948 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. F7 · kind: Vesting of restricted stock units granted to the Reporting Person on March 22, 2017. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 429 | $193.51 | $83,015.79 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · nonDerivative · entry 7 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,173 F6 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on March 28, 2016 and vested on March 1, 2018. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 248 | $193.51 | $47,990.48 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · nonDerivative · entry 5 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,514 F4 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on April 6, 2015 and vested on March 1, 2018. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 991 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · nonDerivative · entry 4 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,762 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. F3 · kind: Vesting of restricted stock units granted to the Reporting Person on April 6, 2015. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 3,392 | $193.51 | $656,385.92 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · nonDerivative · entry 3 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,771 F2 · shares: Forfeiture of shares to satisfy tax obligations related to performance stock units that were granted to the Reporting Person on April 6, 2015 and vested on March 1, 2018. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GrantCommon Stock | 8,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · nonDerivative · entry 2 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,163 F1 · kind: Settlement of performance stock units that were granted on April 6, 2015 and vested on March 1, 2018 based upon the achievement of performance goals for the three-year performance period ending December 31, 2017. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 16:29 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GrantRestricted Stock Units · Derivative | 2,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009062 · doc1.xml · derivative · entry 1 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,326 Underlying: Common Stock · 2,326 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F2 · derivative.exercise_date: The vesting of these restricted stock units, which were granted to the Reporting Person on March 22, 2017, was subject to achievement of performance goals for the 2017 performance period to comply with Internal Revenue Code Section 162(m), as well as continued service through the applicable vesting date. The Compensation Committee of the Issuer's Board of Directors certified that the applicable performance goals had been achieved effective as of February 16, 2018. As a result, the restricted stock units only remain subject to continued service through the applicable vesting date and vest in approximately equal installments on March 1, 2018, March 1, 2019 and March 1, 2020. Vested shares will be delivered to the Reporting Person upon vest. F2 · derivative.expiration_date: The vesting of these restricted stock units, which were granted to the Reporting Person on March 22, 2017, was subject to achievement of performance goals for the 2017 performance period to comply with Internal Revenue Code Section 162(m), as well as continued service through the applicable vesting date. The Compensation Committee of the Issuer's Board of Directors certified that the applicable performance goals had been achieved effective as of February 16, 2018. As a result, the restricted stock units only remain subject to continued service through the applicable vesting date and vest in approximately equal installments on March 1, 2018, March 1, 2019 and March 1, 2020. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| February 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 1,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · nonDerivative · entry 6 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,602 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. F5 · kind: Vesting of restricted stock units granted to the Reporting Person on March 28, 2016. Read SEC document |
| January 01, 2018 Filed Mar 5, 2018 18:00 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 4,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012060 · doc1.xml · nonDerivative · entry 10 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,861 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. F9 · kind: Settlement of market stock units that were granted on April 6, 2015 and vested on March 1, 2018. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 16:28 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionPerformance Stock Units · Derivative | 3,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-037120 · doc1.xml · derivative · entry 5 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,226 Underlying: Common Stock · 3,613 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of WCG common stock. F5 · derivative.exercise_date: The performance stock units vest in approximately equal increments on September 29, 2017, September 29, 2018 and September 29, 2019. Vested shares will be delivered to the Reporting Person upon vest. F5 · derivative.expiration_date: The performance stock units vest in approximately equal increments on September 29, 2017, September 29, 2018 and September 29, 2019. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 16:28 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 1,516 | $171.74 | $260,357.84 |
DisclosureSEC source: 0001140361-17-037120 · doc1.xml · nonDerivative · entry 3 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,544 F2 · shares: Forfeiture of shares to satisfy tax obligations related to performance stock units that were granted to the Reporting Person on September 29, 2016 and vested on September 29, 2017. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 16:28 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 3,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-037120 · doc1.xml · nonDerivative · entry 2 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,060 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 · kind: Vesting of performance stock units granted to the Reporting Person on September 29, 2016. Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 16:28 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GrantPerformance Stock Units · Derivative | 10,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-037120 · doc1.xml · derivative · entry 4 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,839 Underlying: Common Stock · 10,839 shares Expires not disclosed F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of WCG common stock. F4 · derivative.exercise_date: On September 29, 2016, the reporting person was awarded performance stock units covering 10,839 shares of common stock. On September 28, 2017, the Compensation Committee of the Board of Directors of the WellCare Health Plans, Inc. determined that the performance criteria had been achieved, and as a result, the shares subject to the performance stock units will vest in equal increments on September 29, 2017, September 29, 2018 and September 29, 2019. F4 · derivative.expiration_date: On September 29, 2016, the reporting person was awarded performance stock units covering 10,839 shares of common stock. On September 28, 2017, the Compensation Committee of the Board of Directors of the WellCare Health Plans, Inc. determined that the performance criteria had been achieved, and as a result, the shares subject to the performance stock units will vest in equal increments on September 29, 2017, September 29, 2018 and September 29, 2019. Read SEC document |
| August 29, 2017 Filed Aug 30, 2017 17:03 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 3,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-033798 · doc1.xml · derivative · entry 4 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,796 Underlying: Common Stock · 3,796 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F4 · derivative.exercise_date: The restricted stock units vest in approximately equal installments on August 29, 2015, August 29, 2016, August 29, 2017 and August 29, 2018. Vested shares are delivered to the Reporting Person upon vest. F4 · derivative.expiration_date: The restricted stock units vest in approximately equal installments on August 29, 2015, August 29, 2016, August 29, 2017 and August 29, 2018. Vested shares are delivered to the Reporting Person upon vest. Read SEC document |
| August 29, 2017 Filed Aug 30, 2017 17:03 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 1,593 | $167.36 | $266,604.48 |
DisclosureSEC source: 0001140361-17-033798 · doc1.xml · nonDerivative · entry 3 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,447 F2 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on August 29, 2014 and vested on August 29, 2017. Read SEC document |
| August 29, 2017 Filed Aug 30, 2017 17:03 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 3,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-033798 · doc1.xml · nonDerivative · entry 2 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,040 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 · kind: Vesting of restricted stock units granted to the Reporting Person on August 29, 2014. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 16:51 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | SaleCommon Stock | 5,314 | $175.04 | $930,184.88 |
DisclosureSEC source: 0001140361-17-025187 · doc1.xml · nonDerivative · entry 2 Asher Andrew Lynn · CIK 0001617763 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,244 Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 16:51 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | SaleCommon Stock | 2,000 | $175.04 | $350,080.20 |
DisclosureSEC source: 0001140361-17-025187 · doc1.xml · nonDerivative · entry 1 Asher Andrew Lynn · CIK 0001617763 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,000 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:20 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionMarket Stock Units · Derivative | 6,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010596 · doc1.xml · derivative · entry 14 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,359 shares Expires not disclosed 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. F15 · derivative.exercise_price: Each market stock unit represents a contingent right to receive up to two shares of WCG common stock based on the average closing price for the last thirty trading days in 2016 compared to the last thirty trading days in 2013. F16 · derivative.exercise_date: The market stock units vested on March 1, 2017. Vested shares will be delivered to the Reporting Person upon vest. F16 · derivative.expiration_date: The market stock units vested on March 1, 2017. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:20 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 1,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010596 · doc1.xml · derivative · entry 13 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,176 Underlying: Common Stock · 1,088 shares Expires not disclosed 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. F11 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F14 · derivative.exercise_date: The award of restricted stock units vests in approximately equal increments on March 1, 2017, March 1, 2018 and March 1, 2019. Vested shares will be delivered to the Reporting Person upon vest. F14 · derivative.expiration_date: The award of restricted stock units vests in approximately equal increments on March 1, 2017, March 1, 2018 and March 1, 2019. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:20 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 991 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010596 · doc1.xml · derivative · entry 12 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 991 Underlying: Common Stock · 991 shares Expires not disclosed 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. F11 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F13 · derivative.exercise_date: The award of restricted stock units vests in approximately equal increments on March 1, 2016, March 1, 2017 and March 1, 2018. Vested shares will be delivered to the Reporting Person upon vest. F13 · derivative.expiration_date: The award of restricted stock units vests in approximately equal increments on March 1, 2016, March 1, 2017 and March 1, 2018. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:20 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 1,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010596 · doc1.xml · derivative · entry 11 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,265 shares Expires not disclosed 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. F11 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F12 · derivative.exercise_date: The award of restricted stock units vests in approximately equal increments on March 1, 2015, March 1, 2016 and March 1, 2017. Vested shares will be delivered to the Reporting Person upon vest. F12 · derivative.expiration_date: The award of restricted stock units vests in approximately equal increments on March 1, 2015, March 1, 2016 and March 1, 2017. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:20 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 1,839 | $143.97 | $264,760.83 |
DisclosureSEC source: 0001140361-17-010596 · doc1.xml · nonDerivative · entry 10 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,558 F10 · shares: Forfeiture of shares to satisfy tax obligations related to market stock units that were granted to the Reporting Person on April 29, 2014 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:20 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 6,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010596 · doc1.xml · nonDerivative · entry 9 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,397 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. F9 · kind: Settlement of market stock units that were granted on April 29, 2014 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:20 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 457 | $143.97 | $65,794.29 |
DisclosureSEC source: 0001140361-17-010596 · doc1.xml · nonDerivative · entry 8 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,038 F8 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on March 28, 2016 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:20 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 1,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010596 · doc1.xml · nonDerivative · entry 7 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,495 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. F7 · kind: Vesting of restricted stock units granted to the Reporting Person on March 28, 2016. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:20 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 416 | $143.97 | $59,891.52 |
DisclosureSEC source: 0001140361-17-010596 · doc1.xml · nonDerivative · entry 6 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,407 F6 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on April 6, 2015 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:20 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 991 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010596 · doc1.xml · nonDerivative · entry 5 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,823 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. F5 · kind: Vesting of restricted stock units granted to the Reporting Person on April 6, 2015. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:20 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Tax withholdingCommon Stock | 357 | $143.97 | $51,397.29 |
DisclosureSEC source: 0001140361-17-010596 · doc1.xml · nonDerivative · entry 4 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,832 F4 · shares: Forfeiture of shares to satisfy tax obligations related to restricted stock units that were granted to the Reporting Person on August 29, 2014 and vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:20 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 1,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010596 · doc1.xml · nonDerivative · entry 3 Asher Andrew Lynn · CIK 0001617763 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,189 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. F3 · kind: Vesting of restricted stock units granted to the Reporting Person on August 29, 2014. 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.