Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CLOVER HEALTH INVESTMENTS, CORP. /DECLOV · Entity 4419 | Director | January 06, 2026 | January 08, 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.
CLOVER HEALTH INVESTMENTS, CORP. /DE
Report date January 06, 2026 · Filed January 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 527,456 |
Reported balance
After 2026-01-06 transaction · row 1
1 source rowRow 1 · 2026-01-06 · Grant · Acquired 79,365 · Balance 527,456 F1: Represents shares of Class A Common Stock underlying an award of time-based restricted stock units (RSUs). The RSUs will vest in full on the first anniversary of January 6, 2026, subject to the Reporting Person's continued service as a director through such vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Son IRA | 27,600 |
Reported balance
Holding disclosure · report date 2026-01-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 27,600 F2: Held in a custodial IRA for the benefit of Reporting Person's son, for which the Reporting Person serves as custodian. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Daughter IRA | 29,610 |
Reported balance
Holding disclosure · report date 2026-01-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 29,610 F3: Held in a custodial IRA for the benefit of Reporting Person's daughter, for which the Reporting Person serves as custodian. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A Common Stock underlying an award of time-based restricted stock units (RSUs). The RSUs will vest in full on the first anniversary of January 6, 2026, subject to the Reporting Person's continued service as a director through such vesting date.
F2: Held in a custodial IRA for the benefit of Reporting Person's son, for which the Reporting Person serves as custodian.
F3: Held in a custodial IRA for the benefit of Reporting Person's daughter, for which the Reporting Person serves as custodian.
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 |
|---|---|---|---|---|---|---|
| January 06, 2026 Filed Jan 8, 2026 21:06 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 79,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001801170-26-000008 · wk-form4_1767906401.xml · nonDerivative · entry 1 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 527,456 F1 · shares: Represents shares of Class A Common Stock underlying an award of time-based restricted stock units (RSUs). The RSUs will vest in full on the first anniversary of January 6, 2026, subject to the Reporting Person's continued service as a director through such vesting date. Read SEC document |
| August 13, 2025 Filed Aug 14, 2025 20:44 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | PurchaseClass A Common Stock | 14,500 | $2.59 | $37,555.00 |
DisclosureSEC source: 0001801170-25-000221 · wk-form4_1755204262.xml · nonDerivative · entry 2 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter IRA Disclosed balance after: 29,610 F2 · ownership.nature: Held in a custodial IRA for the benefit of Reporting Person's daughter, for which the Reporting Person serves as custodian. Read SEC document |
| August 13, 2025 Filed Aug 14, 2025 20:44 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | PurchaseClass A Common Stock | 12,000 | $2.60 | $31,200.00 |
DisclosureSEC source: 0001801170-25-000221 · wk-form4_1755204262.xml · nonDerivative · entry 1 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Son IRA Disclosed balance after: 27,600 F1 · ownership.nature: Held in a custodial IRA for the benefit of Reporting Person's son, for which the Reporting Person serves as custodian. Read SEC document |
| January 06, 2025 Filed Jan 8, 2025 21:39 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 60,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001801170-25-000016 · wk-form4_1736372385.xml · nonDerivative · entry 1 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 599,816 F1 · shares: Represents shares of Class A Common Stock underlying an award of time-based restricted stock units (RSUs). The RSUs will vest in full on the first anniversary of January 6, 2025, subject to the Reporting Person's continued service as a director through such vesting date. F2 · balance_after: The Reporting Person no longer has a reportable indirect beneficial interest in the following shares: (i) 20,000 shares of the Issuer's Class A Common Stock previously acquired by the Reporting Person and held by her now ex-spouse's IRA; and (ii) 1300 and 1500 shares of the Issuer's Class A Common Stock held by her Son's and Daughter's custodial accounts, respectively, and previously acquired by the Reporting Person. Each such holding was included in the Reporting Person's prior ownership report. Read SEC document |
| May 17, 2024 Filed May 20, 2024 22:57 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | PurchaseClass A Common Stock | 10,000 | $0.93 | $9,300.00 |
DisclosureSEC source: 0001801170-24-000116 · wk-form4_1716245838.xml · nonDerivative · entry 3 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse IRA (2) Disclosed balance after: 10,000 Read SEC document |
| May 16, 2024 Filed May 20, 2024 22:57 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | PurchaseClass A Common Stock | 1,485 | $0.94 | $1,395.90 |
DisclosureSEC source: 0001801170-24-000116 · wk-form4_1716245838.xml · nonDerivative · entry 7 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter IRA Disclosed balance after: 15,110 Read SEC document |
| May 16, 2024 Filed May 20, 2024 22:57 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | PurchaseClass A Common Stock | 15,600 | $0.96 | $14,976.00 |
DisclosureSEC source: 0001801170-24-000116 · wk-form4_1716245838.xml · nonDerivative · entry 5 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Son IRA Disclosed balance after: 15,600 Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:30 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | PurchaseClass A Common Stock | 13,625 | $0.73 | $9,946.25 |
DisclosureSEC source: 0001801170-24-000068 · wk-form4_1710793831.xml · nonDerivative · entry 4 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter in a Custodial Account Disclosed balance after: 15,125 Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:30 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | PurchaseClass A Common Stock | 137,000 | $0.73 | $100,010.00 |
DisclosureSEC source: 0001801170-24-000068 · wk-form4_1710793831.xml · nonDerivative · entry 1 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 538,841 F1 · price: The price reported in Column 4 is a weighted average purchase price. These shares were purchased on the Transfer Date in multiple transactions at prices ranging from $0.73 to $0.74 per share. 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 21:30 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 206,185 | $0.97 | $199,999.45 |
DisclosureSEC source: 0001801170-24-000028 · wk-form4_1704490223.xml · nonDerivative · entry 1 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 401,841 F1 · shares: Represents shares of Class A Common Stock underlying an award of time-based restricted stock units (RSUs). The RSUs will vest in full on the first anniversary of January 3, 2024, subject to the Reporting Person's continued service as a director through such vesting date. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 20:18 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | PurchaseClass A Common Stock | 500 | $1.30 | $650.00 |
DisclosureSEC source: 0000895345-23-000526 · form4.xml · nonDerivative · entry 4 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter in a Custodial Account Disclosed balance after: 1,500 Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 20:18 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | PurchaseClass A Common Stock | 500 | $1.30 | $650.00 |
DisclosureSEC source: 0000895345-23-000526 · form4.xml · nonDerivative · entry 3 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Son in a Custodial Account Disclosed balance after: 1,300 Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 20:18 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | PurchaseClass A Common Stock | 10,000 | $1.30 | $13,000.00 |
DisclosureSEC source: 0000895345-23-000526 · form4.xml · nonDerivative · entry 2 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse IRA Disclosed balance after: 10,000 Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:59 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 176,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-000489 · wf-form4_167295597065913.xml · nonDerivative · entry 1 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,656 F1 · shares: Represents shares of Class A common stock of Clover Health Investments, Corp. (the "Company") underlying a time-based restricted stock unit award ("RSUs"). The RSUs will vest in full on the first anniversary of January 3, 2023, subject to the Reporting Person's continued service as a member of the Company's Board of Directors through such vesting date. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 21:38 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 12,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001952723-22-000006 · wf-form4_166984432158034.xml · nonDerivative · entry 1 Loengard Anna U · CIK 0001952723 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,665 F1 · shares: Represents shares of Class A common stock of Clover Health Investments, Corp. (the "Company") underlying a time-based restricted stock unit award ("RSUs"). The RSUs will vest in full on the first anniversary of November 28, 2022, subject to the Reporting Person's continued service as a member of the Company's Board of Directors through such vesting 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.