Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Claritev CorpCTEV · Entity 5238 | SVP, General Counsel | 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 | 43,113 |
Ending reported balance
After 2026-03-01 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-03-01 · Tax withholding · Disposed 89 · Balance 27,110 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 531 · Balance 26,579 F2: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023. Row 3 · 2026-03-01 · Tax withholding · Disposed 373 · Balance 26,206 F3: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2024. Row 4 · 2026-03-01 · Tax withholding · Disposed 1,223 · Balance 24,983 F4: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2025. Row 5 · 2026-03-01 · Grant · Acquired 18,130 · Balance 43,113 F5: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2027, 2028, 2029, and 2030. |
| Cash Settled Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,968 |
Reported balance
After 2026-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-01 · Disposition to issuer · Disposed 6,967 · Balance 6,968 F6: Represents the cash settlement of cash settled restricted stock units ("cRSUs") granted on March 1, 2025 as a result of the vesting of 50% of such cRSUs on March 1, 2026. |
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.
F3: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2024.
F4: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2025.
F5: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2027, 2028, 2029, and 2030.
F6: Represents the cash settlement of cash settled restricted stock units ("cRSUs") granted on March 1, 2025 as a result of the vesting of 50% of such cRSUs on March 1, 2026.
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 2, 2026 16:30 UTC | Claritev Corp CTEV · Entity 5238 | PurchaseClass A common stock | 750 | $12.99 | $9,742.50 |
DisclosureSEC source: 0002036762-26-000005 · wk-form4_1772487033.xml · nonDerivative · entry 1 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,199 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 18:03 UTC | Claritev Corp CTEV · Entity 5238 | Disposition to issuerCash Settled Restricted Stock Units · Derivative | 6,967 | $0.00 | $0.00 |
DisclosureSEC source: 0002036762-26-000007 · wk-form4_1772578992.xml · derivative · entry 6 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,968 Underlying: Class A common stock · 6,967 shares Expires not disclosed F6 · derivative.exercise_price: Represents the cash settlement of cash settled restricted stock units ("cRSUs") granted on March 1, 2025 as a result of the vesting of 50% of such cRSUs on March 1, 2026. F6 · derivative.exercise_date: Represents the cash settlement of cash settled restricted stock units ("cRSUs") granted on March 1, 2025 as a result of the vesting of 50% of such cRSUs on March 1, 2026. F6 · derivative.expiration_date: Represents the cash settlement of cash settled restricted stock units ("cRSUs") granted on March 1, 2025 as a result of the vesting of 50% of such cRSUs on March 1, 2026. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 18:03 UTC | Claritev Corp CTEV · Entity 5238 | GrantClass A common stock | 18,130 | $0.00 | $0.00 |
DisclosureSEC source: 0002036762-26-000007 · wk-form4_1772578992.xml · nonDerivative · entry 5 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,113 F5 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2027, 2028, 2029, and 2030. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 18:03 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 1,223 | $13.47 | $16,473.81 |
DisclosureSEC source: 0002036762-26-000007 · wk-form4_1772578992.xml · nonDerivative · entry 4 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,983 F4 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2025. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 18:03 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 373 | $13.47 | $5,024.31 |
DisclosureSEC source: 0002036762-26-000007 · wk-form4_1772578992.xml · nonDerivative · entry 3 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,206 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, 2026 Filed Mar 3, 2026 18:03 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 531 | $13.47 | $7,152.57 |
DisclosureSEC source: 0002036762-26-000007 · wk-form4_1772578992.xml · nonDerivative · entry 2 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,579 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 | 89 | $13.47 | $1,198.83 |
DisclosureSEC source: 0002036762-26-000007 · wk-form4_1772578992.xml · nonDerivative · entry 1 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,110 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2022. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 16:09 UTC | Claritev Corp CTEV · Entity 5238 | GrantClass A common stock | 1,421 | $0.00 | $0.00 |
DisclosureSEC source: 0002036762-26-000003 · wk-form4_1771621752.xml · nonDerivative · entry 1 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,449 F1 · kind: Represents earned performance-based restricted stock units ("PSUs"), which will vest in the first quarter of 2027, subject to Participant's continued employment with Claritev Corporation (the "Company"). The PSUs were earned after certification by the Compensation Committee of Board of Directors of the Company upon the satisfaction of revenue-based performance criteria underlying an award of PSUs granted to the Reporting Person on March 1, 2024 under the terms of the Company's 2020 Omnibus Incentive Plan and the applicable PSU award agreement. The award provides a performance condition based on the Company's revenue for the two-year performance period ending December 31, 2025. The Company's total revenue for the two-year performance period as compared to target resulted in Participant earning 67% of the awarded PSUs based on revenue. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 16:22 UTC | Claritev Corp CTEV · Entity 5238 | PurchaseClass A common stock | 625 | $38.84 | $24,272.75 |
DisclosureSEC source: 0002036762-25-000006 · wk-form4_1763500963.xml · nonDerivative · entry 1 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,028 Read SEC document |
| May 09, 2025 Filed May 12, 2025 16:23 UTC | Claritev Corp CTEV · Entity 5238 | PurchaseClass A common stock | 440 | $21.83 | $9,605.20 |
DisclosureSEC source: 0001793229-25-000114 · wk-form4_1747081400.xml · nonDerivative · entry 1 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,403 Read SEC document |
| March 29, 2025 Filed Apr 1, 2025 16:37 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 48 | $20.77 | $996.96 |
DisclosureSEC source: 0001793229-25-000081 · wk-form4_1743539781.xml · nonDerivative · entry 1 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,963 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 21:58 UTC | Claritev Corp CTEV · Entity 5238 | GrantCash Settled Restricted Stock Units · Derivative | 13,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-25-000054 · wk-form4_1741143506.xml · derivative · entry 5 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,935 Underlying: Class A common stock · 13,935 shares Expires not disclosed F5 · derivative.exercise_price: Represents cash settled restricted stock units (cRSUs) vesting 50%/year on March 1, 2026 and 2027. Each cRSU is the economic equivalent of a share of Class A common stock (the Common Stock) of Claritev Corp. (the Company) and will be settled in cash based on the fair market value (FMV) per share of the Common Stock at settlement, subject to a cap of 4x the FMV of a share of Common Stock on the grant date (the cap) if settled prior to a change in control (CiC) of the Company (as defined in the award agreement). If settled at the cap, the Reporting Person will become entitled to receive a payment per cRSU equal to the lesser of, if positive, (i) the price per share received by the Company's stockholders in the CiC and (ii) the FMV of a share of Common Stock at the original settlement date, less the cap, if a CiC occurs on or prior to the 5th anniversary following the grant date. Any such excess will be paid on the earlier of the 5th anniversary of the grant date and certain CiCs. F5 · derivative.exercise_date: Represents cash settled restricted stock units (cRSUs) vesting 50%/year on March 1, 2026 and 2027. Each cRSU is the economic equivalent of a share of Class A common stock (the Common Stock) of Claritev Corp. (the Company) and will be settled in cash based on the fair market value (FMV) per share of the Common Stock at settlement, subject to a cap of 4x the FMV of a share of Common Stock on the grant date (the cap) if settled prior to a change in control (CiC) of the Company (as defined in the award agreement). If settled at the cap, the Reporting Person will become entitled to receive a payment per cRSU equal to the lesser of, if positive, (i) the price per share received by the Company's stockholders in the CiC and (ii) the FMV of a share of Common Stock at the original settlement date, less the cap, if a CiC occurs on or prior to the 5th anniversary following the grant date. Any such excess will be paid on the earlier of the 5th anniversary of the grant date and certain CiCs. F5 · derivative.expiration_date: Represents cash settled restricted stock units (cRSUs) vesting 50%/year on March 1, 2026 and 2027. Each cRSU is the economic equivalent of a share of Class A common stock (the Common Stock) of Claritev Corp. (the Company) and will be settled in cash based on the fair market value (FMV) per share of the Common Stock at settlement, subject to a cap of 4x the FMV of a share of Common Stock on the grant date (the cap) if settled prior to a change in control (CiC) of the Company (as defined in the award agreement). If settled at the cap, the Reporting Person will become entitled to receive a payment per cRSU equal to the lesser of, if positive, (i) the price per share received by the Company's stockholders in the CiC and (ii) the FMV of a share of Common Stock at the original settlement date, less the cap, if a CiC occurs on or prior to the 5th anniversary following the grant date. Any such excess will be paid on the earlier of the 5th anniversary of the grant date and certain CiCs. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:58 UTC | Claritev Corp CTEV · Entity 5238 | GrantClass A common stock | 13,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001793229-25-000054 · wk-form4_1741143506.xml · nonDerivative · entry 4 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,011 F4 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2026, 2027, 2028, and 2029. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:58 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 373 | $20.99 | $7,829.27 |
DisclosureSEC source: 0001793229-25-000054 · wk-form4_1741143506.xml · nonDerivative · entry 3 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,076 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 21:58 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 531 | $20.99 | $11,145.69 |
DisclosureSEC source: 0001793229-25-000054 · wk-form4_1741143506.xml · nonDerivative · entry 2 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,449 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 21:58 UTC | Claritev Corp CTEV · Entity 5238 | Tax withholdingClass A common stock | 89 | $20.99 | $1,868.11 |
DisclosureSEC source: 0001793229-25-000054 · wk-form4_1741143506.xml · nonDerivative · entry 1 O'Neil Tara · CIK 0002036762 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,980 F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2022. 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.