Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CareMax, Inc.DFHT · Entity 87127 | Chief Financial Officer | July 16, 2020 | July 16, 2020 |
| DA32 Life Science Tech Acquisition Corp.DALS · Entity 110669 | Chief Financial Officer | August 05, 2021 | August 09, 2021 |
| SelectQuote, Inc.SLQT · Entity 6791 | Director | February 28, 2026 | March 03, 2026 |
| Starling Oncology, Inc.DFPH · Entity 5327 | Chief Financial Officer | March 10, 2020 | March 11, 2020 |
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.
CareMax, Inc.
Report date July 16, 2020 · Filed July 16, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-07-16 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The shares of Class B common stock are convertible for shares of the Issuer's Class A common stock as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-239580) (the "Registration Statement") and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Class B common stock are convertible for shares of the Issuer's Class A common stock as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-239580) (the "Registration Statement") and have no expiration date.
DA32 Life Science Tech Acquisition Corp.
Report date August 05, 2021 · Filed August 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common Stock, par value $0.0001 per shareSEC Table II · derivative / convertible security | Direct | 125,000 |
Reported balance
After 2021-08-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-08-05 · Disposition to issuer · Disposed 18,750 · Balance 125,000 F1: The shares of Class B Common Stock are convertible into shares of the Issuer's Class A Common Stock as described under the heading "Description of Shares" in the Issuer's Registration Statement on Form S-1 (File No. 333-257679) (the "Registration Statement") and have no expiration date. F2: On August 5, 2021, the Reporting Person forfeited 18,750 shares of Class B Common Stock to the Issuer for no consideration, which was exempted pursuant to Rule 16b-3(e) under the Securities Exchange Act of 1934, as amended, in connection with the underwriters' election to forfeit their overallotment option on August 4, 2021. The forfeiture was not within the Reporting Person's control as it occurred exclusively due to the underwriters' decision not to exercise the overallotment option and occurred shortly after the Issuer filed the final statutory prospectus for the initial public offering (the "IPO") disclosing all material information about the Issuer and the IPO. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Class B Common Stock are convertible into shares of the Issuer's Class A Common Stock as described under the heading "Description of Shares" in the Issuer's Registration Statement on Form S-1 (File No. 333-257679) (the "Registration Statement") and have no expiration date.
F2: On August 5, 2021, the Reporting Person forfeited 18,750 shares of Class B Common Stock to the Issuer for no consideration, which was exempted pursuant to Rule 16b-3(e) under the Securities Exchange Act of 1934, as amended, in connection with the underwriters' election to forfeit their overallotment option on August 4, 2021. The forfeiture was not within the Reporting Person's control as it occurred exclusively due to the underwriters' decision not to exercise the overallotment option and occurred shortly after the Issuer filed the final statutory prospectus for the initial public offering (the "IPO") disclosing all material information about the Issuer and the IPO.
SelectQuote, Inc.
Report date February 28, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 9,502 |
Reported balance
After 2026-02-28 transaction · row 1
1 source rowRow 1 · 2026-02-28 · Exercise / conversion · Acquired 9,502 · Balance 9,502 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2035-02-28 | Direct | 19,006 |
Reported balance
After 2026-02-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-28 · Exercise / conversion · Disposed 9,502 · Balance 19,006 F1: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan. F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F3: The restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued service on the Board of Directors as of the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan.
F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share.
F3: The restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued service on the Board of Directors as of the applicable vesting date.
Starling Oncology, Inc.
Report date March 10, 2020 · Filed March 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-03-10 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The shares of Class B common stock are convertible for shares of the Issuer's Class A common stock as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-236578) (the "Registration Statement") and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Class B common stock are convertible for shares of the Issuer's Class A common stock as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-236578) (the "Registration Statement") and have no expiration date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AdaptHealth Corp.
Report date November 08, 2019 · Filed November 13, 2019
Section 16 reporting ended · disclosed 2019-11-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 60,000 |
Reported balance
After 2019-11-08 transaction · row 1
1 source rowRow 1 · 2019-11-08 · Other · Disposed 40,000 · Balance 60,000 F1: Securities transferred by the reporting person to certain equityholders and employees of AdaptHealth Holdings LLC in connection with the closing of the business combination transaction between the issuer and AdaptHealth Holdings LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities transferred by the reporting person to certain equityholders and employees of AdaptHealth Holdings LLC in connection with the closing of the business combination transaction between the issuer and AdaptHealth Holdings LLC.
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 28, 2026 Filed Mar 3, 2026 19:00 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionRestricted Stock Units · Derivative | 9,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-089162 · ownership.xml · derivative · entry 2 Wolfe Chris · CIK 0001472624 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,006 Underlying: Common Stock, par value $0.01 per share · 9,502 shares Expires 2035-02-28 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: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F3 · derivative.exercise_date: The restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued service on the Board of Directors as of the applicable vesting date. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 19:00 UTC | SelectQuote, Inc. SLQT · Entity 6791 | Exercise / conversionCommon Stock, par value $0.01 per share | 9,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-089162 · ownership.xml · nonDerivative · entry 1 Wolfe Chris · CIK 0001472624 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,502 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. Read SEC document |
| November 11, 2025 Filed Nov 13, 2025 17:00 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 106,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-280427 · ownership.xml · derivative · entry 1 Wolfe Chris · CIK 0001472624 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,250 Underlying: Common Stock, par value $0.01 per share · 106,250 shares Expires 2035-11-11 F1 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F3 · derivative.exercise_date: The RSUs vest in full on the date of the Company's 2026 Annual Meeting of Stockholders (the "Vesting Date"), subject to the recipient's continued service on the Company's Board of Directors as of the Vesting Date. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 18:41 UTC | SelectQuote, Inc. SLQT · Entity 6791 | GrantRestricted Stock Units · Derivative | 28,508 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032639 · ownership.xml · derivative · entry 2 Wolfe Chris · CIK 0001472624 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,508 Underlying: Common Stock, par value $0.01 per share · 28,508 shares Expires not disclosed F1 · security: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F3 · derivative.exercise_date: The restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued service on the Company's Board of Directors as of the applicable vesting date. F3 · derivative.expiration_date: The restricted stock units vest ratably in three annual installments commencing on the one-year anniversary of the grant date, subject to the recipient's continued service on the Company's Board of Directors as of the applicable vesting date. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 20:44 UTC | DA32 Life Science Tech Acquisition Corp. DALS · Entity 110669 | Disposition to issuerClass B Common Stock, par value $0.0001 per share · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-032272 · doc4.xml · derivative · entry 1 Wolfe Chris · CIK 0001472624 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Class A Common Stock · 18,750 shares Expires not disclosed F1 · derivative.exercise_price: The shares of Class B Common Stock are convertible into shares of the Issuer's Class A Common Stock as described under the heading "Description of Shares" in the Issuer's Registration Statement on Form S-1 (File No. 333-257679) (the "Registration Statement") and have no expiration date. F2 · kind: On August 5, 2021, the Reporting Person forfeited 18,750 shares of Class B Common Stock to the Issuer for no consideration, which was exempted pursuant to Rule 16b-3(e) under the Securities Exchange Act of 1934, as amended, in connection with the underwriters' election to forfeit their overallotment option on August 4, 2021. The forfeiture was not within the Reporting Person's control as it occurred exclusively due to the underwriters' decision not to exercise the overallotment option and occurred shortly after the Issuer filed the final statutory prospectus for the initial public offering (the "IPO") disclosing all material information about the Issuer and the IPO. F1 · derivative.exercise_date: The shares of Class B Common Stock are convertible into shares of the Issuer's Class A Common Stock as described under the heading "Description of Shares" in the Issuer's Registration Statement on Form S-1 (File No. 333-257679) (the "Registration Statement") and have no expiration date. F1 · derivative.expiration_date: The shares of Class B Common Stock are convertible into shares of the Issuer's Class A Common Stock as described under the heading "Description of Shares" in the Issuer's Registration Statement on Form S-1 (File No. 333-257679) (the "Registration Statement") and have no expiration date. F2 · derivative.underlying_shares: On August 5, 2021, the Reporting Person forfeited 18,750 shares of Class B Common Stock to the Issuer for no consideration, which was exempted pursuant to Rule 16b-3(e) under the Securities Exchange Act of 1934, as amended, in connection with the underwriters' election to forfeit their overallotment option on August 4, 2021. The forfeiture was not within the Reporting Person's control as it occurred exclusively due to the underwriters' decision not to exercise the overallotment option and occurred shortly after the Issuer filed the final statutory prospectus for the initial public offering (the "IPO") disclosing all material information about the Issuer and the IPO. F1 · ownership.direct: The shares of Class B Common Stock are convertible into shares of the Issuer's Class A Common Stock as described under the heading "Description of Shares" in the Issuer's Registration Statement on Form S-1 (File No. 333-257679) (the "Registration Statement") and have no expiration date. Read SEC document |
| November 08, 2019 Filed Nov 13, 2019 21:06 UTC | AdaptHealth Corp. AHCO · Entity 5183 | OtherClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-063530 · a4.xml · nonDerivative · entry 1 Wolfe Chris · CIK 0001472624 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 F1 · kind: Securities transferred by the reporting person to certain equityholders and employees of AdaptHealth Holdings LLC in connection with the closing of the business combination transaction between the issuer and AdaptHealth Holdings 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.