Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolent Health, Inc.EVH · Entity 5492 | Chief Financial Officer | March 02, 2026 | March 04, 2026 |
| Evolv Technologies Holdings, Inc.EVLV · Entity 5017 | Chief Financial Officer | February 25, 2022 | March 01, 2022 |
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.
Evolent Health, Inc.
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance-Based Share UnitSEC Table II · derivative / convertible security · Expires 2029-02-28 | Direct | 429,041 |
Reported balance
After 2026-03-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 429,041 · Balance 429,041 F1: Represents performance-based share units (PSUs) granted to Mr. Ramos pursuant to the Evolent Health, Inc. Amended and Restated 2015 Omnibus Incentive Compensation Plan. The PSUs may be earned based on the achievement of certain stock price performance conditions from March 1, 2027 to February 28, 2029, subject to satisfying certain service-based conditions. Each PSU is shown at the target level, and the actual amount earned after completion of the performance period may range from 0% to 250% of the target level. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance-based share units (PSUs) granted to Mr. Ramos pursuant to the Evolent Health, Inc. Amended and Restated 2015 Omnibus Incentive Compensation Plan. The PSUs may be earned based on the achievement of certain stock price performance conditions from March 1, 2027 to February 28, 2029, subject to satisfying certain service-based conditions. Each PSU is shown at the target level, and the actual amount earned after completion of the performance period may range from 0% to 250% of the target level.
Evolv Technologies Holdings, Inc.
Report date February 25, 2022 · Filed March 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 400,000 |
Reported balance
After 2022-02-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-02-25 · Grant · Acquired 400,000 · Balance 400,000 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A common stock. The RSUs have no expiration date. F2: The RSUs fully vest on January 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A common stock. The RSUs have no expiration date.
F2: The RSUs fully vest on January 1, 2023.
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 02, 2026 Filed Mar 4, 2026 22:43 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantPerformance-Based Share Unit · Derivative | 429,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-26-000017 · wk-form4_1772664220.xml · derivative · entry 1 Ramos Mario · CIK 0001891060 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 429,041 Underlying: Class A Common Stock · 429,041 shares Expires 2029-02-28 F1 · derivative.exercise_price: Represents performance-based share units (PSUs) granted to Mr. Ramos pursuant to the Evolent Health, Inc. Amended and Restated 2015 Omnibus Incentive Compensation Plan. The PSUs may be earned based on the achievement of certain stock price performance conditions from March 1, 2027 to February 28, 2029, subject to satisfying certain service-based conditions. Each PSU is shown at the target level, and the actual amount earned after completion of the performance period may range from 0% to 250% of the target level. F1 · shares: Represents performance-based share units (PSUs) granted to Mr. Ramos pursuant to the Evolent Health, Inc. Amended and Restated 2015 Omnibus Incentive Compensation Plan. The PSUs may be earned based on the achievement of certain stock price performance conditions from March 1, 2027 to February 28, 2029, subject to satisfying certain service-based conditions. Each PSU is shown at the target level, and the actual amount earned after completion of the performance period may range from 0% to 250% of the target level. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 21:13 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 587,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-26-000004 · wk-form4_1767647603.xml · nonDerivative · entry 1 Ramos Mario · CIK 0001891060 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 587,500 F1 · security: Represents a special one-time restricted stock unit grant to Mr. Ramos, pursuant to an employment inducement award under Rule 303A.08 of the New York Stock Exchange Listing Manual. Upon vesting, each unit is converted into one share of Class A Common Stock, contingent on Mr. Ramos's continued employment through the applicable vesting date. F2 · shares: Securities vest at a rate of 34% on January 2, 2027, and 33% on January 2, 2028, and January 2, 2029. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 22:40 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantRestricted Stock Units · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-028806 · tm228072-4_4seq1.xml · derivative · entry 1 Ramos Mario · CIK 0001891060 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Class A Common Stock · 400,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A common stock. The RSUs have no expiration date. F2 · derivative.exercise_date: The RSUs fully vest on January 1, 2023. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A common stock. The RSUs have no expiration date. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:31 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantRestricted Stock Units · Derivative | 677,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-133669 · tm2131699-2_4seq1.xml · derivative · entry 1 Ramos Mario · CIK 0001891060 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,966 Underlying: Class A Common Stock · 677,966 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A common stock. The RSUs have no expiration date. F2 · derivative.exercise_date: The RSUs will vest in three equal annual installments commencing on November 1, 2022. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A common stock. The RSUs have no expiration date. 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.