Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Claritev CorpCTEV · Entity 5238 | Director | March 01, 2026 | March 03, 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.
Claritev Corp
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 145,922 |
Ending reported balance
After 2026-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-01 · Tax withholding · Disposed 1,616 · Balance 158,464 F1: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2022. Row 2 · 2026-03-01 · Tax withholding · Disposed 12,542 · Balance 145,922 F2: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023. |
| Class A common stockSEC Table I · non-derivative | IndirectBy Trust | 201,652 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 201,652 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2022.
F2: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 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 01, 2026 Filed Mar 3, 2026 18:03 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 12,542 | $13.47 | $168,940.74 |
DisclosureSEC source: 0001827254-26-000002 · wk-form4_1772578979.xml · nonDerivative · entry 2 White Dale A. · CIK 0001827254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,922 F2 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 18:03 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 1,616 | $13.47 | $21,767.52 |
DisclosureSEC source: 0001827254-26-000002 · wk-form4_1772578979.xml · nonDerivative · entry 1 White Dale A. · CIK 0001827254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,464 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2022. Read SEC document |
| August 21, 2025 Filed Aug 25, 2025 18:30 UTC | Claritev Corp CTEV · Entity 5238 | GiftClass A common stock | 201,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-25-000147 · wk-form4_1756161030.xml · nonDerivative · entry 2 White Dale A. · CIK 0001827254 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 201,652 F1 · shares: Reflects the transfer of securities, previously reported as directly held by the Reporting Person to a revocable trust established by the Reporting Person, of which the Reporting Person and the Reporting Person's spouse are joint trustees. Read SEC document |
| August 21, 2025 Filed Aug 25, 2025 18:30 UTC | Claritev Corp CTEV · Entity 5238 | GiftClass A common stock | 201,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-25-000147 · wk-form4_1756161030.xml · nonDerivative · entry 1 White Dale A. · CIK 0001827254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,080 F1 · shares: Reflects the transfer of securities, previously reported as directly held by the Reporting Person to a revocable trust established by the Reporting Person, of which the Reporting Person and the Reporting Person's spouse are joint trustees. Read SEC document |
| March 29, 2025 Filed Apr 1, 2025 16:34 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 754 | $20.77 | $15,660.58 |
DisclosureSEC source: 0001793229-25-000079 · wk-form4_1743539643.xml · nonDerivative · entry 1 White Dale A. · CIK 0001827254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,732 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:55 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 7,618 | $20.99 | $159,901.82 |
DisclosureSEC source: 0001793229-25-000038 · wk-form4_1741139711.xml · nonDerivative · entry 3 White Dale A. · CIK 0001827254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,486 F3 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2024. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:55 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 18,792 | $20.99 | $394,444.08 |
DisclosureSEC source: 0001793229-25-000038 · wk-form4_1741139711.xml · nonDerivative · entry 2 White Dale A. · CIK 0001827254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 370,104 F2 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:55 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 2,249 | $20.99 | $47,206.51 |
DisclosureSEC source: 0001793229-25-000038 · wk-form4_1741139711.xml · nonDerivative · entry 1 White Dale A. · CIK 0001827254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 388,896 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2022. Read SEC document |
| March 29, 2024 Filed Apr 1, 2024 16:32 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 20,120 | $0.81 | $16,297.20 |
DisclosureSEC source: 0001793229-24-000050 · wk-form4_1712003555.xml · nonDerivative · entry 1 White Dale A. · CIK 0001827254 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,645,909 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:29 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 675,675 | $1.11 | $749,999.25 |
DisclosureSEC source: 0001793229-24-000016 · wk-form4_1709674172.xml · nonDerivative · entry 3 White Dale A. · CIK 0001827254 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,666,029 F3 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2025, 2026, 2027, and 2028. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:29 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 646,456 | $1.11 | $717,566.16 |
DisclosureSEC source: 0001793229-24-000016 · wk-form4_1709674172.xml · nonDerivative · entry 2 White Dale A. · CIK 0001827254 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,990,354 F2 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:29 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 60,966 | $1.11 | $67,672.26 |
DisclosureSEC source: 0001793229-24-000016 · wk-form4_1709674172.xml · nonDerivative · entry 1 White Dale A. · CIK 0001827254 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,636,810 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2022. Read SEC document |
| March 29, 2023 Filed Mar 30, 2023 16:47 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 20,121 | $1.08 | $21,730.68 |
DisclosureSEC source: 0001793229-23-000043 · wf-form4_168020925119947.xml · nonDerivative · entry 1 White Dale A. · CIK 0001827254 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,697,776 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:34 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 199,468 | $0.90 | $179,521.20 |
DisclosureSEC source: 0001793229-23-000016 · wf-form4_167787923184062.xml · nonDerivative · entry 2 White Dale A. · CIK 0001827254 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,578,469 F2 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:34 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 6,666,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-23-000016 · wf-form4_167787923184062.xml · nonDerivative · entry 1 White Dale A. · CIK 0001827254 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,777,937 F1 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2024, 2025, 2026, and 2027. Read SEC document |
| March 01, 2023 Filed Mar 15, 2023 17:01 UTC Amendment | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 60,040 | $0.90 | $54,036.00 |
DisclosureSEC source: 0001793229-23-000041 · wf-form4a_167891403719692.xml · nonDerivative · entry 1 White Dale A. · CIK 0001827254 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,717,897 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. F2 · shares: On March 3, 2023, the reporting person filed a Form 4 that, in the second transaction disclosed, contained an erroneous figure in the "Amount" sub-column of Column 4, entitled "Securities Acquired (A) or Disposed Of (D)." The erroneous amount was the total number of restricted stock units that vested on March 1, 2023, rather than just the shares withheld to pay taxes on such vesting. The correct amount of shares disposed of is 60,040 shares and, therefore, the correct figure in Column 5, entitled "Amount of Securities Beneficially Owned Following the Reported Transaction(s)," is 15,717,897 shares. This Form 4/A is filed to furnish the correct amounts. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 16:33 UTC | Claritev Corp MPLN · Entity 5238 | Tax withholdingClass A common stock | 20,086 | $4.66 | $93,600.76 |
DisclosureSEC source: 0001793229-22-000044 · wf-form4_164875879090420.xml · nonDerivative · entry 1 White Dale A. · CIK 0001827254 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,111,271 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 16:33 UTC | Claritev Corp MPLN · Entity 5238 | GrantStock Option · Derivative | 1,500,000 | $0.00 Strike: $3.75 | $0.00 |
DisclosureSEC source: 0001793229-22-000025 · wf-form4_164634318121864.xml · derivative · entry 2 White Dale A. · CIK 0001827254 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500,000 Underlying: Class A common stock, par value $0.0001 per share · 1,500,000 shares Expires 2032-03-01 F2 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of March 1, 2023, 2024, 2025 and 2026. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 16:33 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 797,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-22-000025 · wf-form4_164634318121864.xml · nonDerivative · entry 1 White Dale A. · CIK 0001827254 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,131,357 F1 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2023, 2024, 2025 and 2026. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 17:29 UTC | Claritev Corp MPLN · Entity 5238 | GrantStock Option · Derivative | 980,392 | $0.00 Strike: $12.50 | $0.00 |
DisclosureSEC source: 0001793229-22-000014 · wf-form4_164556893816599.xml · derivative · entry 3 White Dale A. · CIK 0001827254 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 980,392 Underlying: Class A common stock, par value $0.0001 per share · 980,392 shares Expires 2032-02-18 F1 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of February 18, 2023, 2024, 2025, and 2026, subject to continued service through the respective vesting dates and the respective equity plan agreement and award agreement. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 17:29 UTC | Claritev Corp MPLN · Entity 5238 | GrantStock Option · Derivative | 806,451 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001793229-22-000014 · wf-form4_164556893816599.xml · derivative · entry 2 White Dale A. · CIK 0001827254 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 806,451 Underlying: Class A common stock, par value $0.0001 per share · 806,451 shares Expires 2032-02-18 F1 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of February 18, 2023, 2024, 2025, and 2026, subject to continued service through the respective vesting dates and the respective equity plan agreement and award agreement. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 17:29 UTC | Claritev Corp MPLN · Entity 5238 | GrantStock Option · Derivative | 625,000 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001793229-22-000014 · wf-form4_164556893816599.xml · derivative · entry 1 White Dale A. · CIK 0001827254 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625,000 Underlying: Class A common stock, par value $0.0001 per share · 625,000 shares Expires 2032-02-18 F1 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of February 18, 2023, 2024, 2025, and 2026, subject to continued service through the respective vesting dates and the respective equity plan agreement and award agreement. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 17:02 UTC | Claritev Corp MPLN · Entity 5238 | GrantStock Option · Derivative | 672,043 | $0.00 Strike: $9.29 | $0.00 |
DisclosureSEC source: 0001793229-21-000043 · wf-form4_162465495560984.xml · derivative · entry 2 White Dale A. · CIK 0001827254 · President, Payor Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 672,043 Underlying: Class A common stock, par value $0.0001 per share · 672,043 shares Expires 2031-06-23 F2 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of March 29, 2022, 2023, 2024 and 2025, subject to continued service through the respective vesting dates. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 17:02 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 267,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-21-000043 · wf-form4_162465495560984.xml · nonDerivative · entry 1 White Dale A. · CIK 0001827254 · President, Payor Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,333,485 F1 · shares: Represents a grant of restricted stock units. Read SEC document |
| October 08, 2020 Filed Oct 13, 2020 17:28 UTC | Claritev Corp MPLN · Entity 5238 | GrantClass A common stock | 8,066,106 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-028049 · doc4.xml · nonDerivative · entry 1 White Dale A. · CIK 0001827254 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,066,106 F1 · kind: Reflects shares of Class A common stock of the Issuer ("Common Stock") received pursuant to an Agreement and Plan of Merger, dated July 12, 2020 (the "Merger Agreement"), by and among the Issuer (formerly known as Churchill Capital Corp III), Polaris Parent Corp. ("MultiPlan Parent"), Polaris Investment Holdings, L.P., Music Merger Sub I, Inc. and Music Merger Sub II LLC, pursuant to which Music Merger Sub I, Inc. merged with MultiPlan Parent, with MultiPlan Parent surviving, and MultiPlan Parent merged with and into Music Merger Sub II LLC, with Music Merger Sub II LLC surviving the merger as a wholly owned subsidiary of the Issuer (which changed its name to MultiPlan Corporation) Pursuant to the Merger Agreement, former stockholders of MultiPlan Parent received their pro rata portion of the merger consideration, which was equal to $5,678,000,000, paid in a combination of $1,521,000,000 cash with the remainder paid in shares of Common Stock in an amount equal to $10.00 per share. F1 · price: Reflects shares of Class A common stock of the Issuer ("Common Stock") received pursuant to an Agreement and Plan of Merger, dated July 12, 2020 (the "Merger Agreement"), by and among the Issuer (formerly known as Churchill Capital Corp III), Polaris Parent Corp. ("MultiPlan Parent"), Polaris Investment Holdings, L.P., Music Merger Sub I, Inc. and Music Merger Sub II LLC, pursuant to which Music Merger Sub I, Inc. merged with MultiPlan Parent, with MultiPlan Parent surviving, and MultiPlan Parent merged with and into Music Merger Sub II LLC, with Music Merger Sub II LLC surviving the merger as a wholly owned subsidiary of the Issuer (which changed its name to MultiPlan Corporation) Pursuant to the Merger Agreement, former stockholders of MultiPlan Parent received their pro rata portion of the merger consideration, which was equal to $5,678,000,000, paid in a combination of $1,521,000,000 cash with the remainder paid in shares of Common Stock in an amount equal to $10.00 per share. 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.