Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | Chief Executive Officer | March 16, 2026 | March 16, 2026 |
| TENET HEALTHCARE CORPTHC · Entity 2563 | Pres. of Hospital Operations | April 30, 2018 | May 01, 2018 |
| Teladoc Health, Inc.TDOC · Entity 1547 | Director | December 19, 2025 | December 22, 2025 |
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.
Surgery Partners, Inc.
Report date March 16, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 920,386 |
Reported balance
After 2026-03-16 transaction · row 1
1 source rowRow 1 · 2026-03-16 · Sale · Disposed 20,400 · Balance 920,386 F1: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026. F2: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026.
F2: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
TENET HEALTHCARE CORP
Report date April 30, 2018 · Filed May 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,680 |
Reported balance
After 2018-04-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-04-30 · Exercise / conversion · Acquired 871 · Balance 43,680 F1: As previously reported, on 4/30/15, the reporting person received a grant of 2,612 time-based RSUs that vest in 1/3 increments on each of the 1st, 2nd and 3rd anniversaries of the date of grant. The 1st vesting date occurred on 4/29/16 (the business day prior to the anniversary date which fell on a weekend), resulting in the vesting and settlement of 870 shares of common stock. The 2nd vesting date occurred on 4/28/17 (the business day prior to the anniversary date which fell on a weekend), resulting in the vesting and settlement of 871 shares of common stock. The 3rd vesting date occurred on 4/30/18, resulting in the vesting and settlement of 871 shares of common stock, as shown in Table I. F2: Restricted stock units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 43,337 |
Reported balance
After 2018-04-30 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-04-30 · Tax withholding · Disposed 343 · Balance 43,337 F3: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3. |
| Common StockSEC Table I · non-derivative | Direct | 44,771 |
Reported balance
After 2018-04-30 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-04-30 · Exercise / conversion · Acquired 1,434 · Balance 44,771 F4: As previously reported, on 4/30/15, the reporting person received a target grant of 2,612 performance-based RSUs that were subject to the Company's attainment of a specified one-year performance metric for the year then-ending 12/31/15. The actual number of stock units that could vest ranged from 0% to 200% of the target unit amount. The performance metric was exceeded & 164.7% of the target grant was awarded; therefore, these restricted stock units vest in 1/3 increments on each of the 1st, 2nd & 3rd anniversaries of the date of grant. The 1st vesting date occurred on 4/29/16, resulting in the vesting & settlement of 1,433 shares of common stock. The 2nd vesting date occurred on 4/28/17, resulting in the vesting & settlement of 1,435 shares of common stock. The 3rd vesting date occurred on 4/30/18, resulting in the vesting & settlement of 1,434 shares of common stock, as shown in Table I. F2: Restricted stock units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 44,206 |
Reported balance
After 2018-04-30 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2018-04-30 · Tax withholding · Disposed 565 · Balance 44,206 F3: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3. |
| 2015 April Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-04-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-04-30 · Exercise / conversion · Disposed 871 · Balance 0 F1: As previously reported, on 4/30/15, the reporting person received a grant of 2,612 time-based RSUs that vest in 1/3 increments on each of the 1st, 2nd and 3rd anniversaries of the date of grant. The 1st vesting date occurred on 4/29/16 (the business day prior to the anniversary date which fell on a weekend), resulting in the vesting and settlement of 870 shares of common stock. The 2nd vesting date occurred on 4/28/17 (the business day prior to the anniversary date which fell on a weekend), resulting in the vesting and settlement of 871 shares of common stock. The 3rd vesting date occurred on 4/30/18, resulting in the vesting and settlement of 871 shares of common stock, as shown in Table I. F5: Both time-based restricted stock units and performance-based restricted stock units are settled in shares of the Company's common stock upon vesting. |
| 2015 April Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-04-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-04-30 · Exercise / conversion · Disposed 1,434 · Balance 0 F4: As previously reported, on 4/30/15, the reporting person received a target grant of 2,612 performance-based RSUs that were subject to the Company's attainment of a specified one-year performance metric for the year then-ending 12/31/15. The actual number of stock units that could vest ranged from 0% to 200% of the target unit amount. The performance metric was exceeded & 164.7% of the target grant was awarded; therefore, these restricted stock units vest in 1/3 increments on each of the 1st, 2nd & 3rd anniversaries of the date of grant. The 1st vesting date occurred on 4/29/16, resulting in the vesting & settlement of 1,433 shares of common stock. The 2nd vesting date occurred on 4/28/17, resulting in the vesting & settlement of 1,435 shares of common stock. The 3rd vesting date occurred on 4/30/18, resulting in the vesting & settlement of 1,434 shares of common stock, as shown in Table I. F5: Both time-based restricted stock units and performance-based restricted stock units are settled in shares of the Company's common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: As previously reported, on 4/30/15, the reporting person received a grant of 2,612 time-based RSUs that vest in 1/3 increments on each of the 1st, 2nd and 3rd anniversaries of the date of grant. The 1st vesting date occurred on 4/29/16 (the business day prior to the anniversary date which fell on a weekend), resulting in the vesting and settlement of 870 shares of common stock. The 2nd vesting date occurred on 4/28/17 (the business day prior to the anniversary date which fell on a weekend), resulting in the vesting and settlement of 871 shares of common stock. The 3rd vesting date occurred on 4/30/18, resulting in the vesting and settlement of 871 shares of common stock, as shown in Table I.
F2: Restricted stock units convert into common stock on a one-for-one basis.
F3: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
F4: As previously reported, on 4/30/15, the reporting person received a target grant of 2,612 performance-based RSUs that were subject to the Company's attainment of a specified one-year performance metric for the year then-ending 12/31/15. The actual number of stock units that could vest ranged from 0% to 200% of the target unit amount. The performance metric was exceeded & 164.7% of the target grant was awarded; therefore, these restricted stock units vest in 1/3 increments on each of the 1st, 2nd & 3rd anniversaries of the date of grant. The 1st vesting date occurred on 4/29/16, resulting in the vesting & settlement of 1,433 shares of common stock. The 2nd vesting date occurred on 4/28/17, resulting in the vesting & settlement of 1,435 shares of common stock. The 3rd vesting date occurred on 4/30/18, resulting in the vesting & settlement of 1,434 shares of common stock, as shown in Table I.
F5: Both time-based restricted stock units and performance-based restricted stock units are settled in shares of the Company's common stock upon vesting.
Teladoc Health, Inc.
Report date December 19, 2025 · Filed December 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,145 |
Reported balance
After 2025-12-19 transaction · row 1
1 source rowRow 1 · 2025-12-19 · Exercise / conversion · Acquired 1,016 · Balance 9,145 F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,050 |
Reported balance
After 2025-12-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-19 · Exercise / conversion · Disposed 1,016 · Balance 3,050 F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F2: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis.
F2: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.
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 |
|---|---|---|---|---|---|---|
| February 24, 2017 Filed Mar 1, 2017 00:41 UTC | TENET HEALTHCARE CORP THC · Entity 2563 | Tax withholdingCommon Stock | 324 | $21.99 | $7,124.76 |
DisclosureSEC source: 0001209191-17-015526 · doc4.xml · nonDerivative · entry 2 Evans Jason Eric · CIK 0001670094 · Pres. of Hospital Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,472 F3 · shares: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:41 UTC | TENET HEALTHCARE CORP THC · Entity 2563 | Exercise / conversionCommon Stock | 1,167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-015526 · doc4.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Pres. of Hospital Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,796 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 · security: On February 25, 2015, the reporting person received a grant of 3,500 time-based restricted stock units that vest in one-third increments on each of the first, second and third anniversaries of the date of grant. The first anniversary occurred on February 25, 2016, resulting in the vesting and settlement of 1,166 shares of common stock. The second vesting date occurred on February 24, 2017 (the business day prior to the anniversary date which fell on a weekend), resulting in the vesting and settlement of 1,167 shares of common stock, as shown in Table I. The remaining 1,167 restricted stock units are shown in Table II, which are scheduled to vest on February 25, 2018. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. 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.