Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health Catalyst, Inc.HCAT · Entity 1565 | Director · Chief Executive Officer | September 14, 2026 | September 16, 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.
Health Catalyst, Inc.
Report date September 14, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,856,385 |
Ending reported balance
After 2026-09-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-14 · Grant · Acquired 2,747,385 · Balance 2,797,385 F1: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2026 Employment Inducement Incentive Plan (the "2026 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2026 Plan, 915,975 RSUs will vest on September 4, 2027 and, thereafter, the remaining RSUs will vest in 8 approximately equal quarterly installments. Row 2 · 2026-09-14 · Purchase · Acquired 59,000 · Balance 2,856,385 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2026 Employment Inducement Incentive Plan (the "2026 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2026 Plan, 915,975 RSUs will vest on September 4, 2027 and, thereafter, the remaining RSUs will vest in 8 approximately equal quarterly installments.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Performant Healthcare Inc
Report date October 21, 2025 · Filed October 21, 2025
Section 16 reporting ended · disclosed 2025-10-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-10-21 transaction · row 1
1 source rowRow 1 · 2025-10-21 · Disposition to issuer · Disposed 619,309 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated July 31, 2025 (the "Merger Agreement"), by and among Performant Healthcare, Inc. ("Performant" or "Company"), Continental Buyer, Inc., a Delaware corporation ("Continental" or "Parent") and Prevail Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Continental ("Merger Sub"), pursuant to which Merger Sub will be merged with and into Performant, with Performant surviving the merger as a wholly-owned subsidiary of Continental (the "Merger"). F2: Effective as of immediately prior to the Effective Time (as defined in the Merger Agreement), each share of the Company's Common Stock, par value $0.0001 per share, as the "Common Stock" or "Company Shares" issued and outstanding immediately prior to the Effective Time was canceled and converted into the right to receive $7.75 in cash without interest (the "Merger Consideration") subject to any applicable withholding taxes as provided in the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-10-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-10-21 · Disposition to issuer · Disposed 25,000 · Balance 0 F3: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F4: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-10-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-10-21 · Disposition to issuer · Disposed 41,538 · Balance 0 F3: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F4: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-10-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-10-21 · Disposition to issuer · Disposed 91,724 · Balance 0 F3: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F4: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-10-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-10-21 · Disposition to issuer · Disposed 91,724 · Balance 0 F5: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to performance-based vesting conditions, that is outstanding immediately prior to the Effective Time (each, a "Performant PRSU") (i) to the extent not vested, shall be deemed to have satisfied such vesting conditions at 100% of target and shall have any time-based vesting conditions waived and (ii) will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (A) the number of Company Shares underlying such Performant PRSU multiplied by (B) the Merger Consideration. F4: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-10-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-10-21 · Disposition to issuer · Disposed 118,419 · Balance 0 F3: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F4: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-10-21 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-10-21 · Disposition to issuer · Disposed 105,789 · Balance 0 F5: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to performance-based vesting conditions, that is outstanding immediately prior to the Effective Time (each, a "Performant PRSU") (i) to the extent not vested, shall be deemed to have satisfied such vesting conditions at 100% of target and shall have any time-based vesting conditions waived and (ii) will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (A) the number of Company Shares underlying such Performant PRSU multiplied by (B) the Merger Consideration. F4: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-10-21 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-10-21 · Disposition to issuer · Disposed 198,320 · Balance 0 F3: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F4: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-10-21 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-10-21 · Disposition to issuer · Disposed 198,319 · Balance 0 F5: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to performance-based vesting conditions, that is outstanding immediately prior to the Effective Time (each, a "Performant PRSU") (i) to the extent not vested, shall be deemed to have satisfied such vesting conditions at 100% of target and shall have any time-based vesting conditions waived and (ii) will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (A) the number of Company Shares underlying such Performant PRSU multiplied by (B) the Merger Consideration. F4: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated July 31, 2025 (the "Merger Agreement"), by and among Performant Healthcare, Inc. ("Performant" or "Company"), Continental Buyer, Inc., a Delaware corporation ("Continental" or "Parent") and Prevail Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Continental ("Merger Sub"), pursuant to which Merger Sub will be merged with and into Performant, with Performant surviving the merger as a wholly-owned subsidiary of Continental (the "Merger").
F2: Effective as of immediately prior to the Effective Time (as defined in the Merger Agreement), each share of the Company's Common Stock, par value $0.0001 per share, as the "Common Stock" or "Company Shares" issued and outstanding immediately prior to the Effective Time was canceled and converted into the right to receive $7.75 in cash without interest (the "Merger Consideration") subject to any applicable withholding taxes as provided in the Merger Agreement.
F3: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration.
F4: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date.
F5: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to performance-based vesting conditions, that is outstanding immediately prior to the Effective Time (each, a "Performant PRSU") (i) to the extent not vested, shall be deemed to have satisfied such vesting conditions at 100% of target and shall have any time-based vesting conditions waived and (ii) will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (A) the number of Company Shares underlying such Performant PRSU multiplied by (B) the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| September 14, 2026 Filed Sep 16, 2026 20:52 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | PurchaseCommon Stock | 59,000 | $1.79 | $105,438.90 |
DisclosureSEC source: 0001703807-26-000006 · primarydocument.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,856,385 Read SEC document |
| September 14, 2026 Filed Sep 16, 2026 20:52 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 2,747,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001703807-26-000006 · primarydocument.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,797,385 F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2026 Employment Inducement Incentive Plan (the "2026 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2026 Plan, 915,975 RSUs will vest on September 4, 2027 and, thereafter, the remaining RSUs will vest in 8 approximately equal quarterly installments. Read SEC document |
| October 21, 2025 Filed Oct 21, 2025 12:09 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Disposition to issuerRestricted Stock Units · Derivative | 198,319 | $7.75 Strike: $0.00 | $1,536,972.25 |
DisclosureSEC source: 0001550695-25-000107 · wk-form4_1761062940.xml · derivative · entry 9 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 198,319 shares Expires not disclosed F5 · derivative.exercise_price: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to performance-based vesting conditions, that is outstanding immediately prior to the Effective Time (each, a "Performant PRSU") (i) to the extent not vested, shall be deemed to have satisfied such vesting conditions at 100% of target and shall have any time-based vesting conditions waived and (ii) will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (A) the number of Company Shares underlying such Performant PRSU multiplied by (B) the Merger Consideration. F5 · derivative.exercise_date: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to performance-based vesting conditions, that is outstanding immediately prior to the Effective Time (each, a "Performant PRSU") (i) to the extent not vested, shall be deemed to have satisfied such vesting conditions at 100% of target and shall have any time-based vesting conditions waived and (ii) will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (A) the number of Company Shares underlying such Performant PRSU multiplied by (B) the Merger Consideration. F4 · derivative.expiration_date: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. F5 · derivative.underlying_shares: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to performance-based vesting conditions, that is outstanding immediately prior to the Effective Time (each, a "Performant PRSU") (i) to the extent not vested, shall be deemed to have satisfied such vesting conditions at 100% of target and shall have any time-based vesting conditions waived and (ii) will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (A) the number of Company Shares underlying such Performant PRSU multiplied by (B) the Merger Consideration. Read SEC document |
| October 21, 2025 Filed Oct 21, 2025 12:09 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Disposition to issuerRestricted Stock Units · Derivative | 198,320 | $7.75 Strike: $0.00 | $1,536,980.00 |
DisclosureSEC source: 0001550695-25-000107 · wk-form4_1761062940.xml · derivative · entry 8 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 198,320 shares Expires not disclosed F3 · derivative.exercise_price: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F3 · derivative.exercise_date: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F4 · derivative.expiration_date: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. F3 · derivative.underlying_shares: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. Read SEC document |
| October 21, 2025 Filed Oct 21, 2025 12:09 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Disposition to issuerRestricted Stock Units · Derivative | 105,789 | $7.75 Strike: $0.00 | $819,864.75 |
DisclosureSEC source: 0001550695-25-000107 · wk-form4_1761062940.xml · derivative · entry 7 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 105,789 shares Expires not disclosed F5 · derivative.exercise_price: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to performance-based vesting conditions, that is outstanding immediately prior to the Effective Time (each, a "Performant PRSU") (i) to the extent not vested, shall be deemed to have satisfied such vesting conditions at 100% of target and shall have any time-based vesting conditions waived and (ii) will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (A) the number of Company Shares underlying such Performant PRSU multiplied by (B) the Merger Consideration. F5 · derivative.exercise_date: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to performance-based vesting conditions, that is outstanding immediately prior to the Effective Time (each, a "Performant PRSU") (i) to the extent not vested, shall be deemed to have satisfied such vesting conditions at 100% of target and shall have any time-based vesting conditions waived and (ii) will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (A) the number of Company Shares underlying such Performant PRSU multiplied by (B) the Merger Consideration. F4 · derivative.expiration_date: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. F5 · derivative.underlying_shares: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to performance-based vesting conditions, that is outstanding immediately prior to the Effective Time (each, a "Performant PRSU") (i) to the extent not vested, shall be deemed to have satisfied such vesting conditions at 100% of target and shall have any time-based vesting conditions waived and (ii) will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (A) the number of Company Shares underlying such Performant PRSU multiplied by (B) the Merger Consideration. Read SEC document |
| October 21, 2025 Filed Oct 21, 2025 12:09 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Disposition to issuerRestricted Stock Units · Derivative | 118,419 | $7.75 Strike: $0.00 | $917,747.25 |
DisclosureSEC source: 0001550695-25-000107 · wk-form4_1761062940.xml · derivative · entry 6 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 118,419 shares Expires not disclosed F3 · derivative.exercise_price: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F3 · derivative.exercise_date: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F4 · derivative.expiration_date: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. F3 · derivative.underlying_shares: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. Read SEC document |
| October 21, 2025 Filed Oct 21, 2025 12:09 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Disposition to issuerRestricted Stock Units · Derivative | 91,724 | $7.75 Strike: $0.00 | $710,861.00 |
DisclosureSEC source: 0001550695-25-000107 · wk-form4_1761062940.xml · derivative · entry 5 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 91,724 shares Expires not disclosed F5 · derivative.exercise_price: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to performance-based vesting conditions, that is outstanding immediately prior to the Effective Time (each, a "Performant PRSU") (i) to the extent not vested, shall be deemed to have satisfied such vesting conditions at 100% of target and shall have any time-based vesting conditions waived and (ii) will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (A) the number of Company Shares underlying such Performant PRSU multiplied by (B) the Merger Consideration. F5 · derivative.exercise_date: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to performance-based vesting conditions, that is outstanding immediately prior to the Effective Time (each, a "Performant PRSU") (i) to the extent not vested, shall be deemed to have satisfied such vesting conditions at 100% of target and shall have any time-based vesting conditions waived and (ii) will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (A) the number of Company Shares underlying such Performant PRSU multiplied by (B) the Merger Consideration. F4 · derivative.expiration_date: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. F5 · derivative.underlying_shares: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to performance-based vesting conditions, that is outstanding immediately prior to the Effective Time (each, a "Performant PRSU") (i) to the extent not vested, shall be deemed to have satisfied such vesting conditions at 100% of target and shall have any time-based vesting conditions waived and (ii) will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (A) the number of Company Shares underlying such Performant PRSU multiplied by (B) the Merger Consideration. Read SEC document |
| October 21, 2025 Filed Oct 21, 2025 12:09 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Disposition to issuerRestricted Stock Units · Derivative | 91,724 | $7.75 Strike: $0.00 | $710,861.00 |
DisclosureSEC source: 0001550695-25-000107 · wk-form4_1761062940.xml · derivative · entry 4 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 91,724 shares Expires not disclosed F3 · derivative.exercise_price: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F3 · derivative.exercise_date: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F4 · derivative.expiration_date: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. F3 · derivative.underlying_shares: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. Read SEC document |
| October 21, 2025 Filed Oct 21, 2025 12:09 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Disposition to issuerRestricted Stock Units · Derivative | 41,538 | $7.75 Strike: $0.00 | $321,919.50 |
DisclosureSEC source: 0001550695-25-000107 · wk-form4_1761062940.xml · derivative · entry 3 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 41,538 shares Expires not disclosed F3 · derivative.exercise_price: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F3 · derivative.exercise_date: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F4 · derivative.expiration_date: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. F3 · derivative.underlying_shares: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. Read SEC document |
| October 21, 2025 Filed Oct 21, 2025 12:09 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Disposition to issuerRestricted Stock Units · Derivative | 25,000 | $7.75 Strike: $0.00 | $193,750.00 |
DisclosureSEC source: 0001550695-25-000107 · wk-form4_1761062940.xml · derivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires not disclosed F3 · derivative.exercise_price: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F3 · derivative.exercise_date: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. F4 · derivative.expiration_date: All equity awards under the terms of the Company's Amended and Restated 2012 Stock Incentive Plan expire on the tenth anniversary of the original grant date. F3 · derivative.underlying_shares: Effective immediately prior to the Effective Time, each restricted stock unit award (or portion thereof) subject to time-based vesting restrictions, whether vested or unvested, that is outstanding immediately prior to the Effective Time (each, a "Performant RSU") will automatically be canceled in consideration for the right to receive a lump sum cash payment (less any applicable withholding taxes) equal to (i) the total number of Company Shares underlying such Performant RSU multiplied by (ii) the Merger Consideration. Read SEC document |
| October 21, 2025 Filed Oct 21, 2025 12:09 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Disposition to issuerCommon Stock, par value $0.0001 per share | 619,309 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001550695-25-000107 · wk-form4_1761062940.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated July 31, 2025 (the "Merger Agreement"), by and among Performant Healthcare, Inc. ("Performant" or "Company"), Continental Buyer, Inc., a Delaware corporation ("Continental" or "Parent") and Prevail Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Continental ("Merger Sub"), pursuant to which Merger Sub will be merged with and into Performant, with Performant surviving the merger as a wholly-owned subsidiary of Continental (the "Merger"). F2 · kind: Effective as of immediately prior to the Effective Time (as defined in the Merger Agreement), each share of the Company's Common Stock, par value $0.0001 per share, as the "Common Stock" or "Company Shares" issued and outstanding immediately prior to the Effective Time was canceled and converted into the right to receive $7.75 in cash without interest (the "Merger Consideration") subject to any applicable withholding taxes as provided in the Merger Agreement. F2 · price: Effective as of immediately prior to the Effective Time (as defined in the Merger Agreement), each share of the Company's Common Stock, par value $0.0001 per share, as the "Common Stock" or "Company Shares" issued and outstanding immediately prior to the Effective Time was canceled and converted into the right to receive $7.75 in cash without interest (the "Merger Consideration") subject to any applicable withholding taxes as provided in the Merger Agreement. Read SEC document |
| August 19, 2025 Filed Aug 20, 2025 12:29 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 35,819 | $7.61 | $272,582.59 |
DisclosureSEC source: 0001550695-25-000097 · wk-form4_1755707342.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 619,309 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| August 19, 2025 Filed Aug 20, 2025 12:29 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 91,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000097 · wk-form4_1755707342.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 655,128 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 |
| August 18, 2025 Filed Aug 20, 2025 12:29 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 91,725 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000097 · wk-form4_1755707342.xml · derivative · entry 3 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 91,724 Underlying: Common Stock · 91,725 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F3 · derivative.exercise_date: Restricted Stock Unit Award was granted on May 5, 2023 (the "Grant Date"). These Restricted Stock Units shall vest over a four year period based upon continuous service through each vesting date and the trading price of the Company's Common Stock during the relevant vesting period, subject to accelerated vesting pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. Specifically, and subject to the vesting limitations described below, the average trading price for Company's shares for 60 consecutive trading days will be measured against the Target Stock Price Hurdles. Target Stock Price Hurdles are increases by year of +25%, +50%, +75%, and +100% versus initial stock price based on 60-day VWAP of $3.16 per share of one share on the Grant Date in each of the four years following the Grant Date. F4 · derivative.exercise_date: The vesting for the Restricted Stock Units and associated Stock Price Hurdles will be allocated into the following four tranches: (i) Tranche 1, 25% Vesting Percentage, $3.95 Stock Price Hurdle; (ii) Tranche 2, 50% Vesting Percentage, $4.74 Stock Price Hurdle; (iii) Tranche 3, 75% Vesting Percentage, $5.52 Stock Price Hurdle; and (iv) Tranche 4, 100% Vesting Percentage, $6.31 Stock Price Hurdle. The Restricted Stock Units within each Tranche will vest in accordance with the following: For Tranche 1, Reporting Person shall have up to three years to achieve the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 12 months, Reporting Person vests in the Tranche 1 RSUs at 12 months. If the Stock Price Hurdle is achieved in month 13 - 36, Reporting Person vests in the Tranche 1 RSUs whenever the Stock Price Hurdle is achieved. If the Stock Price Hurdle is not achieved by 36 months, the RSUs tied to Tranche 1 are forfeited. F5 · derivative.exercise_date: For Tranche 2, Reporting Person shall have up to three years to achieve the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 24 months, Reporting Person vests in the Tranche 2 RSUS at 24 months. If the Stock Price Hurdle is achieved in month 25 - 36, Reporting Person vests in the Tranche 2 RSUs whenever the Stock Price Hurdle is achieved. If the Stock Price Hurdle is not achieved by 36 months, the RSUs tied to Tranche 2 are forfeited. F6 · derivative.exercise_date: For Tranche 3, Reporting Person shall have up to four years to achieve the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 36 months, Reporting Person vests in the Tranche 3 RSUs at 36 months. If the Stock Price Hurdle is achieved in month 37 - 48, Reporting Person vests in the Tranche 3 RSUs whenever the Stock Price Hurdle is achieved. If the Stock Price Hurdle is not achieved by 48 months, the RSUs tied to Tranche 3 are forfeited. F7 · derivative.exercise_date: For Tranche 4, Reporting Person shall have up to four years to hit the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 48 months, Reporting Person vests in the Tranche 4 RSUs 48 months. If the Stock Price Hurdle is not achieved by 48 months, the RSUs tied to Tranche 4 are forfeited. F3 · derivative.expiration_date: Restricted Stock Unit Award was granted on May 5, 2023 (the "Grant Date"). These Restricted Stock Units shall vest over a four year period based upon continuous service through each vesting date and the trading price of the Company's Common Stock during the relevant vesting period, subject to accelerated vesting pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. Specifically, and subject to the vesting limitations described below, the average trading price for Company's shares for 60 consecutive trading days will be measured against the Target Stock Price Hurdles. Target Stock Price Hurdles are increases by year of +25%, +50%, +75%, and +100% versus initial stock price based on 60-day VWAP of $3.16 per share of one share on the Grant Date in each of the four years following the Grant Date. F4 · derivative.expiration_date: The vesting for the Restricted Stock Units and associated Stock Price Hurdles will be allocated into the following four tranches: (i) Tranche 1, 25% Vesting Percentage, $3.95 Stock Price Hurdle; (ii) Tranche 2, 50% Vesting Percentage, $4.74 Stock Price Hurdle; (iii) Tranche 3, 75% Vesting Percentage, $5.52 Stock Price Hurdle; and (iv) Tranche 4, 100% Vesting Percentage, $6.31 Stock Price Hurdle. The Restricted Stock Units within each Tranche will vest in accordance with the following: For Tranche 1, Reporting Person shall have up to three years to achieve the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 12 months, Reporting Person vests in the Tranche 1 RSUs at 12 months. If the Stock Price Hurdle is achieved in month 13 - 36, Reporting Person vests in the Tranche 1 RSUs whenever the Stock Price Hurdle is achieved. If the Stock Price Hurdle is not achieved by 36 months, the RSUs tied to Tranche 1 are forfeited. F5 · derivative.expiration_date: For Tranche 2, Reporting Person shall have up to three years to achieve the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 24 months, Reporting Person vests in the Tranche 2 RSUS at 24 months. If the Stock Price Hurdle is achieved in month 25 - 36, Reporting Person vests in the Tranche 2 RSUs whenever the Stock Price Hurdle is achieved. If the Stock Price Hurdle is not achieved by 36 months, the RSUs tied to Tranche 2 are forfeited. F6 · derivative.expiration_date: For Tranche 3, Reporting Person shall have up to four years to achieve the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 36 months, Reporting Person vests in the Tranche 3 RSUs at 36 months. If the Stock Price Hurdle is achieved in month 37 - 48, Reporting Person vests in the Tranche 3 RSUs whenever the Stock Price Hurdle is achieved. If the Stock Price Hurdle is not achieved by 48 months, the RSUs tied to Tranche 3 are forfeited. F7 · derivative.expiration_date: For Tranche 4, Reporting Person shall have up to four years to hit the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 48 months, Reporting Person vests in the Tranche 4 RSUs 48 months. If the Stock Price Hurdle is not achieved by 48 months, the RSUs tied to Tranche 4 are forfeited. Read SEC document |
| August 14, 2025 Filed Aug 14, 2025 16:34 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 20,348 | $7.62 | $154,950.02 |
DisclosureSEC source: 0001550695-25-000085 · wk-form4_1755203664.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 551,061 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| August 14, 2025 Filed Aug 14, 2025 16:34 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 52,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000085 · wk-form4_1755203664.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 571,409 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 |
| August 14, 2025 Filed Aug 15, 2025 18:15 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 20,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000089 · wk-form4_1755296103.xml · derivative · entry 3 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,250 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F3 · derivative.exercise_date: Restricted Stock Unit award was granted on August 13, 2021 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. F3 · derivative.expiration_date: Restricted Stock Unit award was granted on August 13, 2021 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. Read SEC document |
| August 14, 2025 Filed Aug 15, 2025 18:15 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 7,908 | $7.61 | $60,179.88 |
DisclosureSEC source: 0001550695-25-000089 · wk-form4_1755296103.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 563,403 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| August 14, 2025 Filed Aug 15, 2025 18:15 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 20,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000089 · wk-form4_1755296103.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 571,311 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 |
| August 12, 2025 Filed Aug 14, 2025 16:34 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 52,105 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000085 · wk-form4_1755203664.xml · derivative · entry 3 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 105,789 Underlying: Common Stock · 52,105 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F3 · derivative.exercise_date: Restricted Stock Unit Award was granted on August 5, 2024 (the "Grant Date"). These Restricted Stock Units shall be allocated into the following three tranches: (i) Tranche 1, consisting of 52,105 Restricted Stock Units, (ii) Tranche 2, consisting of 52,105 Restricted Stock Units and (iii) Tranche 3, consisting of 53,684 Restricted Stock Units. Each Tranche shall vest upon the achievement of the applicable Target Revenue Amount during a Performance Period, and subject to Reporting Person's continuous service through each vesting date. "Target Revenue Amount" shall mean the Company's trailing twelve month Healthcare revenue for a Performance Period as reported in the Company's financial statements filed with the Securities and Exchange Committee on Form 10-K or Form 10-Q, as applicable. Each Target Revenue Amount is measured on the trailing twelve month Healthcare revenue of the Company for the preceding twelve months, measured on a quarterly basis (each, a "Performance Period"). F4 · derivative.exercise_date: For Tranche 1, Reporting Person shall have up to three years from the Grant Date for the Company to achieve the Tranche 1 Target Revenue Amount of $135M. If the Tranche 1 Target Revenue Amount is achieved before 12 months, Reporting Person vests in the Tranche 1 RSUs at 12 months. If the Tranche 1 Target Revenue Amount is achieved in month 13 - 36, Reporting Person vests in the Tranche 1 RSUs whenever the Tranche 1 Target Revenue Amount is achieved. If the Tranche 1 Target Revenue Amount is not achieved by 36 months, the RSUs tied to Tranche 1 are forfeited. F5 · derivative.exercise_date: For Tranche 2, Reporting Person shall have up to three years to achieve the Tranche 2 Target Revenue Amount of $155M. If the Tranche 2 Target Revenue Amount is achieved before 24 months, Reporting Person vests in the Tranche 2 RSUS at 24 months. If the Tranche 2 Target Revenue Amount is achieved in month 25 - 36, Reporting Person vests in the Tranche 2 RSUs whenever the Tranche 2 Target Revenue Amount is achieved. If the Tranche 2 Target Revenue Amount is not achieved by 36 months, the RSUs tied to Tranche 2 are forfeited. F6 · derivative.exercise_date: For Tranche 3, Reporting Person shall have up to four years to achieve the Tranche 3 Target Revenue Amount of $175M. If the Tranche 3 Target Revenue Amount is achieved before 36 months, Reporting Person vests in the Tranche 3 RSUs at 36 months. If the Tranche 3 Target Revenue Amount is achieved in month 37 - 48, Reporting Person vests in the Tranche 3 RSUs whenever the Tranche 3 Target Revenue Amount is achieved. If the Tranche 3 Target Revenue Amount is not achieved by 48 months, the RSUs tied to Tranche 3 are forfeited. F3 · derivative.expiration_date: Restricted Stock Unit Award was granted on August 5, 2024 (the "Grant Date"). These Restricted Stock Units shall be allocated into the following three tranches: (i) Tranche 1, consisting of 52,105 Restricted Stock Units, (ii) Tranche 2, consisting of 52,105 Restricted Stock Units and (iii) Tranche 3, consisting of 53,684 Restricted Stock Units. Each Tranche shall vest upon the achievement of the applicable Target Revenue Amount during a Performance Period, and subject to Reporting Person's continuous service through each vesting date. "Target Revenue Amount" shall mean the Company's trailing twelve month Healthcare revenue for a Performance Period as reported in the Company's financial statements filed with the Securities and Exchange Committee on Form 10-K or Form 10-Q, as applicable. Each Target Revenue Amount is measured on the trailing twelve month Healthcare revenue of the Company for the preceding twelve months, measured on a quarterly basis (each, a "Performance Period"). F4 · derivative.expiration_date: For Tranche 1, Reporting Person shall have up to three years from the Grant Date for the Company to achieve the Tranche 1 Target Revenue Amount of $135M. If the Tranche 1 Target Revenue Amount is achieved before 12 months, Reporting Person vests in the Tranche 1 RSUs at 12 months. If the Tranche 1 Target Revenue Amount is achieved in month 13 - 36, Reporting Person vests in the Tranche 1 RSUs whenever the Tranche 1 Target Revenue Amount is achieved. If the Tranche 1 Target Revenue Amount is not achieved by 36 months, the RSUs tied to Tranche 1 are forfeited. F5 · derivative.expiration_date: For Tranche 2, Reporting Person shall have up to three years to achieve the Tranche 2 Target Revenue Amount of $155M. If the Tranche 2 Target Revenue Amount is achieved before 24 months, Reporting Person vests in the Tranche 2 RSUS at 24 months. If the Tranche 2 Target Revenue Amount is achieved in month 25 - 36, Reporting Person vests in the Tranche 2 RSUs whenever the Tranche 2 Target Revenue Amount is achieved. If the Tranche 2 Target Revenue Amount is not achieved by 36 months, the RSUs tied to Tranche 2 are forfeited. F6 · derivative.expiration_date: For Tranche 3, Reporting Person shall have up to four years to achieve the Tranche 3 Target Revenue Amount of $175M. If the Tranche 3 Target Revenue Amount is achieved before 36 months, Reporting Person vests in the Tranche 3 RSUs at 36 months. If the Tranche 3 Target Revenue Amount is achieved in month 37 - 48, Reporting Person vests in the Tranche 3 RSUs whenever the Tranche 3 Target Revenue Amount is achieved. If the Tranche 3 Target Revenue Amount is not achieved by 48 months, the RSUs tied to Tranche 3 are forfeited. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 17:00 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 39,476 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000081 · wk-form4_1755118827.xml · derivative · entry 6 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 118,419 Underlying: Common Stock · 39,476 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F4 · derivative.exercise_date: Restricted Stock Unit Award was granted on August 5, 2024 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. F4 · derivative.expiration_date: Restricted Stock Unit Award was granted on August 5, 2024 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 17:00 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 41,538 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000081 · wk-form4_1755118827.xml · derivative · entry 5 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,538 Underlying: Common Stock · 41,538 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F3 · derivative.exercise_date: Restricted Stock Unit award was granted on August 8, 2022 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. F3 · derivative.expiration_date: Restricted Stock Unit award was granted on August 8, 2022 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 17:00 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 15,416 | $7.63 | $117,624.08 |
DisclosureSEC source: 0001550695-25-000081 · wk-form4_1755118827.xml · nonDerivative · entry 4 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 519,304 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 17:00 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 39,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000081 · wk-form4_1755118827.xml · nonDerivative · entry 3 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 534,720 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 |
| August 11, 2025 Filed Aug 13, 2025 17:00 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 16,221 | $7.63 | $123,766.23 |
DisclosureSEC source: 0001550695-25-000081 · wk-form4_1755118827.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 495,244 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 17:00 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 41,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000081 · wk-form4_1755118827.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 511,465 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 |
| May 14, 2025 Filed May 16, 2025 15:38 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 45,862 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000036 · wk-form4_1747424295.xml · derivative · entry 6 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 91,724 Underlying: Common Stock · 45,862 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F4 · derivative.exercise_date: Restricted Stock Unit Award was granted on May 5, 2023 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. F4 · derivative.expiration_date: Restricted Stock Unit Award was granted on May 5, 2023 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. Read SEC document |
| May 14, 2025 Filed May 16, 2025 15:38 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000036 · wk-form4_1747424295.xml · derivative · entry 5 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F3 · derivative.exercise_date: Restricted Stock Unit award was granted on March 10, 2022 ("Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. F3 · derivative.expiration_date: Restricted Stock Unit award was granted on March 10, 2022 ("Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. Read SEC document |
| May 14, 2025 Filed May 16, 2025 15:38 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 16,671 | $2.59 | $43,177.89 |
DisclosureSEC source: 0001550695-25-000036 · wk-form4_1747424295.xml · nonDerivative · entry 4 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 469,927 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| May 14, 2025 Filed May 16, 2025 15:38 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 45,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000036 · wk-form4_1747424295.xml · nonDerivative · entry 3 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 486,598 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 |
| May 14, 2025 Filed May 16, 2025 15:38 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 9,088 | $2.59 | $23,537.92 |
DisclosureSEC source: 0001550695-25-000036 · wk-form4_1747424295.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 440,736 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| May 14, 2025 Filed May 16, 2025 15:38 UTC | Performant Healthcare Inc PHLT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-25-000036 · wk-form4_1747424295.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 449,824 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 |
| May 01, 2025 Filed May 5, 2025 21:31 UTC | Performant Healthcare Inc PHLT · Entity 74046 | GrantRestricted Stock Units · Derivative | 198,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001550695-25-000026 · wk-form4_1746495076.xml · derivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 396,639 Underlying: Common Stock · 198,319 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F1 · price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F3 · derivative.exercise_date: Restricted Stock Unit Award was granted on May 1, 2025 (the "Grant Date"). These Restricted Stock Units shall vest over a four year period based upon continuous service through each vesting date and the trading price of the Company's Common Stock during the relevant vesting period, subject to accelerated vesting pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. Specifically, and subject to the vesting limitations described below, the trading price for Company's shares will need to be sustained for 60 consecutive trading days for one of the following vesting thresholds to have been met. Target Stock Price Hurdles are increases by year of +25%, +50%, +75%, and +100% versus initial stock price based on 60-day VWAP of $2.61 per share of one share on the Grant Date in each of the four years following the Grant Date. F4 · derivative.exercise_date: The vesting for the Restricted Stock Units and associated Stock Price Hurdles will be allocated into the following four tranches: (i) Tranche 1, 25% Vesting Percentage, $3.27 Stock Price Hurdle; (ii) Tranche 2, 50% Vesting Percentage, $3.92 Stock Price Hurdle; (iii) Tranche 3, 75% Vesting Percentage, $4.57 Stock Price Hurdle; and (iv) Tranche 4, 100% Vesting Percentage, $5.22 Stock Price Hurdle. The Restricted Stock Units within each Tranche will vest in accordance with the following: For Tranche 1, Reporting Person shall have up to three years to achieve the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 12 months, Reporting Person vests in the Tranche 1 RSUs at 12 months. If the Stock Price Hurdle is achieved in month 13 - 36, Reporting Person vests in the Tranche 1 RSUs whenever the Stock Price Hurdle is achieved. If the Stock Price Hurdle is not achieved by 36 months, the RSUs tied to Tranche 1 are forfeited. F5 · derivative.exercise_date: For Tranche 2, Reporting Person shall have up to three years to achieve the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 24 months, Reporting Person vests in the Tranche 2 RSUS at 24 months. If the Stock Price Hurdle is achieved in month 25 - 36, Reporting Person vests in the Tranche 2 RSUs whenever the Stock Price Hurdle is achieved. If the Stock Price Hurdle is not achieved by 36 months, the RSUs tied to Tranche 2 are forfeited. F6 · derivative.exercise_date: For Tranche 3, Reporting Person shall have up to four years to achieve the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 36 months, Reporting Person vests in the Tranche 3 RSUs at 36 months. If the Stock Price Hurdle is achieved in month 37 - 48, Reporting Person vests in the Tranche 3 RSUs whenever the Stock Price Hurdle is achieved. If the Stock Price Hurdle is not achieved by 48 months, the RSUs tied to Tranche 3 are forfeited. F7 · derivative.exercise_date: For Tranche 4, Reporting Person shall have up to four years to hit the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 48 months, Reporting Person vests in the Tranche 4 RSUs at 48 months. If the Stock Price Hurdle is not achieved by 48 months, the RSUs tied to Tranche 4 are forfeited. F3 · derivative.expiration_date: Restricted Stock Unit Award was granted on May 1, 2025 (the "Grant Date"). These Restricted Stock Units shall vest over a four year period based upon continuous service through each vesting date and the trading price of the Company's Common Stock during the relevant vesting period, subject to accelerated vesting pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. Specifically, and subject to the vesting limitations described below, the trading price for Company's shares will need to be sustained for 60 consecutive trading days for one of the following vesting thresholds to have been met. Target Stock Price Hurdles are increases by year of +25%, +50%, +75%, and +100% versus initial stock price based on 60-day VWAP of $2.61 per share of one share on the Grant Date in each of the four years following the Grant Date. F4 · derivative.expiration_date: The vesting for the Restricted Stock Units and associated Stock Price Hurdles will be allocated into the following four tranches: (i) Tranche 1, 25% Vesting Percentage, $3.27 Stock Price Hurdle; (ii) Tranche 2, 50% Vesting Percentage, $3.92 Stock Price Hurdle; (iii) Tranche 3, 75% Vesting Percentage, $4.57 Stock Price Hurdle; and (iv) Tranche 4, 100% Vesting Percentage, $5.22 Stock Price Hurdle. The Restricted Stock Units within each Tranche will vest in accordance with the following: For Tranche 1, Reporting Person shall have up to three years to achieve the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 12 months, Reporting Person vests in the Tranche 1 RSUs at 12 months. If the Stock Price Hurdle is achieved in month 13 - 36, Reporting Person vests in the Tranche 1 RSUs whenever the Stock Price Hurdle is achieved. If the Stock Price Hurdle is not achieved by 36 months, the RSUs tied to Tranche 1 are forfeited. F5 · derivative.expiration_date: For Tranche 2, Reporting Person shall have up to three years to achieve the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 24 months, Reporting Person vests in the Tranche 2 RSUS at 24 months. If the Stock Price Hurdle is achieved in month 25 - 36, Reporting Person vests in the Tranche 2 RSUs whenever the Stock Price Hurdle is achieved. If the Stock Price Hurdle is not achieved by 36 months, the RSUs tied to Tranche 2 are forfeited. F6 · derivative.expiration_date: For Tranche 3, Reporting Person shall have up to four years to achieve the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 36 months, Reporting Person vests in the Tranche 3 RSUs at 36 months. If the Stock Price Hurdle is achieved in month 37 - 48, Reporting Person vests in the Tranche 3 RSUs whenever the Stock Price Hurdle is achieved. If the Stock Price Hurdle is not achieved by 48 months, the RSUs tied to Tranche 3 are forfeited. F7 · derivative.expiration_date: For Tranche 4, Reporting Person shall have up to four years to hit the Stock Price Hurdle. If the Stock Price Hurdle is achieved before 48 months, Reporting Person vests in the Tranche 4 RSUs at 48 months. If the Stock Price Hurdle is not achieved by 48 months, the RSUs tied to Tranche 4 are forfeited. F2 · balance_after: Restricted Stock Unit Award was granted on May 1, 2025 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. F3 · balance_after: Restricted Stock Unit Award was granted on May 1, 2025 (the "Grant Date"). These Restricted Stock Units shall vest over a four year period based upon continuous service through each vesting date and the trading price of the Company's Common Stock during the relevant vesting period, subject to accelerated vesting pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. Specifically, and subject to the vesting limitations described below, the trading price for Company's shares will need to be sustained for 60 consecutive trading days for one of the following vesting thresholds to have been met. Target Stock Price Hurdles are increases by year of +25%, +50%, +75%, and +100% versus initial stock price based on 60-day VWAP of $2.61 per share of one share on the Grant Date in each of the four years following the Grant Date. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:31 UTC | Performant Healthcare Inc PHLT · Entity 74046 | GrantRestricted Stock Units · Derivative | 198,320 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001550695-25-000026 · wk-form4_1746495076.xml · derivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,320 Underlying: Common Stock · 198,320 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F1 · price: Each restricted stock unit represents a contingent right to receive one share of PHLT's common stock. The units were awarded at no cost to the Reporting Person. F2 · derivative.exercise_date: Restricted Stock Unit Award was granted on May 1, 2025 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. F2 · derivative.expiration_date: Restricted Stock Unit Award was granted on May 1, 2025 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. F2 · balance_after: Restricted Stock Unit Award was granted on May 1, 2025 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, subject to vesting acceleration pursuant to the terms of the Reporting Person's Change in Control and Severance Agreement. Read SEC document |
| August 14, 2024 Filed Aug 15, 2024 20:25 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 20,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-24-000089 · wk-form4_1723767909.xml · derivative · entry 6 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,250 Underlying: Common Stock · 20,250 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to the Reporting Person. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to the Reporting Person. F4 · derivative.exercise_date: Restricted Stock Unit award was granted on August 13, 2021. The restricted stock unit award vests at a rate of 25% annually on the first, second, third, and fourth anniversaries of August 14, 2021, provided that the Reporting Person remains in continuous service through each vest date. F4 · derivative.expiration_date: Restricted Stock Unit award was granted on August 13, 2021. The restricted stock unit award vests at a rate of 25% annually on the first, second, third, and fourth anniversaries of August 14, 2021, provided that the Reporting Person remains in continuous service through each vest date. Read SEC document |
| August 14, 2024 Filed Aug 15, 2024 20:25 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 4,931 | $3.53 | $17,406.43 |
DisclosureSEC source: 0001550695-24-000089 · wk-form4_1723767909.xml · nonDerivative · entry 4 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 424,824 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| August 14, 2024 Filed Aug 15, 2024 20:25 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 20,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-24-000089 · wk-form4_1723767909.xml · nonDerivative · entry 3 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 429,755 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 |
| August 13, 2024 Filed Aug 15, 2024 20:25 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 41,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-24-000089 · wk-form4_1723767909.xml · derivative · entry 5 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 83,076 Underlying: Common Stock · 41,538 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to the Reporting Person. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to the Reporting Person. F3 · derivative.exercise_date: Restricted Stock Unit award was granted on August 8, 2022. The restricted stock unit award vests at a rate of 25% annually on the first day of the open trading window following the first, second, third, and fourth anniversaries of August 08, 2022, provided that the Reporting Person remains in continuous service through each vest date. F3 · derivative.expiration_date: Restricted Stock Unit award was granted on August 8, 2022. The restricted stock unit award vests at a rate of 25% annually on the first day of the open trading window following the first, second, third, and fourth anniversaries of August 08, 2022, provided that the Reporting Person remains in continuous service through each vest date. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:25 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 10,115 | $3.65 | $36,919.75 |
DisclosureSEC source: 0001550695-24-000089 · wk-form4_1723767909.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 409,505 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:25 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 41,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-24-000089 · wk-form4_1723767909.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 419,620 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 |
| August 05, 2024 Filed Aug 7, 2024 12:06 UTC | Performant Healthcare Inc PFMT · Entity 74046 | GrantRestricted Stock Units · Derivative | 157,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-24-000070 · wk-form4_1723046759.xml · derivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 315,789 Underlying: Common Stock · 157,894 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to Reporting Person. F1 · price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to Reporting Person. F3 · derivative.exercise_date: Restricted Stock Unit Award was granted on August 5, 2024 (the "Grant Date"). These Restricted Stock Units shall be allocated into the following three tranches: (i) Tranche 1, consisting of 52,105 Restricted Stock Units, (ii) Tranche 2, consisting of 52,105 Restricted Stock Units and (iii) Tranche 3, consisting of 53,684 Restricted Stock Units. Each Tranche shall vest upon the achievement of the applicable Target Revenue Amount during a Performance Period, and subject to Reporting Person's continuous service through each vesting date. "Target Revenue Amount" shall mean the Company's trailing twelve month Healthcare revenue for a Performance Period as reported in the Company's financial statements filed with the Securities and Exchange Committee on Form 10-K or Form 10-Q, as applicable. Each Target Revenue Amount is measured on the trailing twelve month Healthcare revenue of the Company for the preceding twelve months, measured on a quarterly basis (each, a "Performance Period"). F4 · derivative.exercise_date: For Tranche 1, Reporting Person shall have up to three years from the Grant Date for the Company to achieve the Tranche 1 Target Revenue Amount of $135M. If the Tranche 1 Target Revenue Amount is achieved before 12 months, Reporting Person vests in the Tranche 1 RSUs at 12 months. If the Tranche 1 Target Revenue Amount is achieved in month 13 - 36, Reporting Person vests in the Tranche 1 RSUs whenever the Tranche 1 Target Revenue Amount is achieved. If the Tranche 1 Target Revenue Amount is not achieved by 36 months, the RSUs tied to Tranche 1 are forfeited. F5 · derivative.exercise_date: For Tranche 2, Reporting Person shall have up to three years to achieve the Tranche 2 Target Revenue Amount of $155M. If the Tranche 2 Target Revenue Amount is achieved before 24 months, Reporting Person vests in the Tranche 2 RSUS at 24 months. If the Tranche 2 Target Revenue Amount is achieved in month 25 - 36, Reporting Person vests in the Tranche 2 RSUs whenever the Tranche 2 Target Revenue Amount is achieved. If the Tranche 2 Target Revenue Amount is not achieved by 36 months, the RSUs tied to Tranche 2 are forfeited. F6 · derivative.exercise_date: For Tranche 3, Reporting Person shall have up to four years to achieve the Tranche 3 Target Revenue Amount of $175M. If the Tranche 3 Target Revenue Amount is achieved before 36 months, Reporting Person vests in the Tranche 3 RSUs at 36 months. If the Tranche 3 Target Revenue Amount is achieved in month 37 - 48, Reporting Person vests in the Tranche 3 RSUs whenever the Tranche 3 Target Revenue Amount is achieved. If the Tranche 3 Target Revenue Amount is not achieved by 48 months, the RSUs tied to Tranche 3 are forfeited. F3 · derivative.expiration_date: Restricted Stock Unit Award was granted on August 5, 2024 (the "Grant Date"). These Restricted Stock Units shall be allocated into the following three tranches: (i) Tranche 1, consisting of 52,105 Restricted Stock Units, (ii) Tranche 2, consisting of 52,105 Restricted Stock Units and (iii) Tranche 3, consisting of 53,684 Restricted Stock Units. Each Tranche shall vest upon the achievement of the applicable Target Revenue Amount during a Performance Period, and subject to Reporting Person's continuous service through each vesting date. "Target Revenue Amount" shall mean the Company's trailing twelve month Healthcare revenue for a Performance Period as reported in the Company's financial statements filed with the Securities and Exchange Committee on Form 10-K or Form 10-Q, as applicable. Each Target Revenue Amount is measured on the trailing twelve month Healthcare revenue of the Company for the preceding twelve months, measured on a quarterly basis (each, a "Performance Period"). F4 · derivative.expiration_date: For Tranche 1, Reporting Person shall have up to three years from the Grant Date for the Company to achieve the Tranche 1 Target Revenue Amount of $135M. If the Tranche 1 Target Revenue Amount is achieved before 12 months, Reporting Person vests in the Tranche 1 RSUs at 12 months. If the Tranche 1 Target Revenue Amount is achieved in month 13 - 36, Reporting Person vests in the Tranche 1 RSUs whenever the Tranche 1 Target Revenue Amount is achieved. If the Tranche 1 Target Revenue Amount is not achieved by 36 months, the RSUs tied to Tranche 1 are forfeited. F5 · derivative.expiration_date: For Tranche 2, Reporting Person shall have up to three years to achieve the Tranche 2 Target Revenue Amount of $155M. If the Tranche 2 Target Revenue Amount is achieved before 24 months, Reporting Person vests in the Tranche 2 RSUS at 24 months. If the Tranche 2 Target Revenue Amount is achieved in month 25 - 36, Reporting Person vests in the Tranche 2 RSUs whenever the Tranche 2 Target Revenue Amount is achieved. If the Tranche 2 Target Revenue Amount is not achieved by 36 months, the RSUs tied to Tranche 2 are forfeited. F6 · derivative.expiration_date: For Tranche 3, Reporting Person shall have up to four years to achieve the Tranche 3 Target Revenue Amount of $175M. If the Tranche 3 Target Revenue Amount is achieved before 36 months, Reporting Person vests in the Tranche 3 RSUs at 36 months. If the Tranche 3 Target Revenue Amount is achieved in month 37 - 48, Reporting Person vests in the Tranche 3 RSUs whenever the Tranche 3 Target Revenue Amount is achieved. If the Tranche 3 Target Revenue Amount is not achieved by 48 months, the RSUs tied to Tranche 3 are forfeited. F2 · balance_after: Restricted Stock Unit Award was granted on August 5, 2024 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, and vesting in full upon a Change in Control (as defined in PFMT's 2012 Stock Incentive Plan (the "Stock Plan"). F3 · balance_after: Restricted Stock Unit Award was granted on August 5, 2024 (the "Grant Date"). These Restricted Stock Units shall be allocated into the following three tranches: (i) Tranche 1, consisting of 52,105 Restricted Stock Units, (ii) Tranche 2, consisting of 52,105 Restricted Stock Units and (iii) Tranche 3, consisting of 53,684 Restricted Stock Units. Each Tranche shall vest upon the achievement of the applicable Target Revenue Amount during a Performance Period, and subject to Reporting Person's continuous service through each vesting date. "Target Revenue Amount" shall mean the Company's trailing twelve month Healthcare revenue for a Performance Period as reported in the Company's financial statements filed with the Securities and Exchange Committee on Form 10-K or Form 10-Q, as applicable. Each Target Revenue Amount is measured on the trailing twelve month Healthcare revenue of the Company for the preceding twelve months, measured on a quarterly basis (each, a "Performance Period"). Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 12:06 UTC | Performant Healthcare Inc PFMT · Entity 74046 | GrantRestricted Stock Units · Derivative | 157,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-24-000070 · wk-form4_1723046759.xml · derivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,895 Underlying: Common Stock · 157,895 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to Reporting Person. F1 · price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to Reporting Person. F2 · derivative.exercise_date: Restricted Stock Unit Award was granted on August 5, 2024 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, and vesting in full upon a Change in Control (as defined in PFMT's 2012 Stock Incentive Plan (the "Stock Plan"). F2 · derivative.expiration_date: Restricted Stock Unit Award was granted on August 5, 2024 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, and vesting in full upon a Change in Control (as defined in PFMT's 2012 Stock Incentive Plan (the "Stock Plan"). F2 · balance_after: Restricted Stock Unit Award was granted on August 5, 2024 (the "Grant Date"). The Restricted Stock Units will vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, and vesting in full upon a Change in Control (as defined in PFMT's 2012 Stock Incentive Plan (the "Stock Plan"). Read SEC document |
| May 13, 2024 Filed May 15, 2024 19:43 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 45,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-24-000048 · wk-form4_1715816585.xml · derivative · entry 6 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 137,586 Underlying: Common Stock · 45,863 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to the Reporting Person. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to the Reporting Person. F4 · derivative.exercise_date: Restricted Stock Unit Award was granted on May 5, 2023 (the "Grant Date"). The Restricted Stock Units vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, and vesting in full upon a Change in Control (as defined in PFMT's 2012 Stock Incentive Plan (the "Stock Plan"). F4 · derivative.expiration_date: Restricted Stock Unit Award was granted on May 5, 2023 (the "Grant Date"). The Restricted Stock Units vest in four equal installments on the first day of the next open trading window immediately following the first, second, third and fourth anniversaries of the Grant Date provided that the Reporting Person remains in continuous service through each vest date, and vesting in full upon a Change in Control (as defined in PFMT's 2012 Stock Incentive Plan (the "Stock Plan"). Read SEC document |
| May 13, 2024 Filed May 15, 2024 19:43 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-24-000048 · wk-form4_1715816585.xml · derivative · entry 5 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 25,000 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to the Reporting Person. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to the Reporting Person. F3 · derivative.exercise_date: Restricted Stock Unit award was granted on March 10, 2022. The restricted stock unit award vests at a rate of 25% annually on the first day of the next open trading window immediately following the first, second, third, and fourth anniversaries of March 10, 2022, provided that the Reporting Person remains in continuous service through each vest date. F3 · derivative.expiration_date: Restricted Stock Unit award was granted on March 10, 2022. The restricted stock unit award vests at a rate of 25% annually on the first day of the next open trading window immediately following the first, second, third, and fourth anniversaries of March 10, 2022, provided that the Reporting Person remains in continuous service through each vest date. Read SEC document |
| May 13, 2024 Filed May 15, 2024 19:43 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 11,168 | $3.15 | $35,179.20 |
DisclosureSEC source: 0001550695-24-000048 · wk-form4_1715816585.xml · nonDerivative · entry 4 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 378,082 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| May 13, 2024 Filed May 15, 2024 19:43 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 45,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-24-000048 · wk-form4_1715816585.xml · nonDerivative · entry 3 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 389,250 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 |
| May 13, 2024 Filed May 15, 2024 19:43 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 6,710 | $3.15 | $21,136.50 |
DisclosureSEC source: 0001550695-24-000048 · wk-form4_1715816585.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 343,387 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| May 13, 2024 Filed May 15, 2024 19:43 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-24-000048 · wk-form4_1715816585.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 350,097 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 |
| September 07, 2023 Filed Sep 11, 2023 19:25 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 41,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-23-000053 · wk-form4_1694474703.xml · derivative · entry 9 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 124,614 Underlying: Common Stock · 41,539 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to the Reporting Person. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to the Reporting Person. F5 · derivative.exercise_date: Restricted Stock Unit award was granted on August 8, 2022. The restricted stock unit award vests at a rate of 25% annually on the first, second, third, and fourth anniversaries of August 15, 2022, provided that the Reporting Person remains in continuous service through each vest date. F5 · derivative.expiration_date: Restricted Stock Unit award was granted on August 8, 2022. The restricted stock unit award vests at a rate of 25% annually on the first, second, third, and fourth anniversaries of August 15, 2022, provided that the Reporting Person remains in continuous service through each vest date. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 19:25 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 20,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-23-000053 · wk-form4_1694474703.xml · derivative · entry 8 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,500 Underlying: Common Stock · 20,250 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to the Reporting Person. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to the Reporting Person. F4 · derivative.exercise_date: Restricted Stock Unit award was granted on August 13, 2021. The restricted stock unit award vests at a rate of 25% annually on the first, second, third, and fourth anniversaries of August 14, 2021, provided that the Reporting Person remains in continuous service through each vest date. F4 · derivative.expiration_date: Restricted Stock Unit award was granted on August 13, 2021. The restricted stock unit award vests at a rate of 25% annually on the first, second, third, and fourth anniversaries of August 14, 2021, provided that the Reporting Person remains in continuous service through each vest 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.