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 07, 2023 Filed Sep 11, 2023 19:25 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 30,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-23-000053 · wk-form4_1694474703.xml · derivative · entry 7 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,458 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 July 30, 2020. The restricted stock unit award vested at a rate of 1/3 annually on the first, second, and third anniversaries of July 30, 2020, provided that the Reporting Person remained in continuous service through each vest date. F3 · derivative.expiration_date: Restricted Stock Unit award was granted on July 30, 2020. The restricted stock unit award vested at a rate of 1/3 annually on the first, second, and third anniversaries of July 30, 2020, provided that the Reporting Person remained 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 | Tax withholdingCommon Stock, par value $0.0001 per share | 10,115 | $2.41 | $24,377.15 |
DisclosureSEC source: 0001550695-23-000053 · wk-form4_1694474703.xml · nonDerivative · entry 6 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 325,097 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 19:25 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 41,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-23-000053 · wk-form4_1694474703.xml · nonDerivative · entry 5 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 335,212 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 | Tax withholdingCommon Stock, par value $0.0001 per share | 4,931 | $2.41 | $11,883.71 |
DisclosureSEC source: 0001550695-23-000053 · wk-form4_1694474703.xml · nonDerivative · entry 4 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 293,673 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 19:25 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 20,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-23-000053 · wk-form4_1694474703.xml · nonDerivative · entry 3 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 298,604 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 | Tax withholdingCommon Stock, par value $0.0001 per share | 7,417 | $2.41 | $17,874.97 |
DisclosureSEC source: 0001550695-23-000053 · wk-form4_1694474703.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 278,354 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 19:25 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 30,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-23-000053 · wk-form4_1694474703.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 285,771 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 16, 2023 Filed May 18, 2023 21:49 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-23-000037 · wk-form4_1684460947.xml · derivative · entry 6 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 75,000 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. F4 · 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. F4 · 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 16, 2023 Filed May 18, 2023 21:49 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 11,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-23-000037 · wk-form4_1684460947.xml · derivative · entry 5 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,250 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. F3 · derivative.exercise_date: Restricted Stock Unit award was granted on May 2, 2019. The restricted stock unit award vested at a rate of 25% annually on the first and second anniversaries of April 29, 2019, with the third 25% of the shares vesting on May 13, 2022, and the final 25% vesting on May 16, 2023 F3 · derivative.expiration_date: Restricted Stock Unit award was granted on May 2, 2019. The restricted stock unit award vested at a rate of 25% annually on the first and second anniversaries of April 29, 2019, with the third 25% of the shares vesting on May 13, 2022, and the final 25% vesting on May 16, 2023 Read SEC document |
| May 16, 2023 Filed May 18, 2023 21:49 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 6,048 | $2.51 | $15,180.48 |
DisclosureSEC source: 0001550695-23-000037 · wk-form4_1684460947.xml · nonDerivative · entry 4 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 255,313 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| May 16, 2023 Filed May 18, 2023 21:49 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-23-000037 · wk-form4_1684460947.xml · nonDerivative · entry 3 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 261,361 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 16, 2023 Filed May 18, 2023 21:49 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 3,336 | $2.51 | $8,373.36 |
DisclosureSEC source: 0001550695-23-000037 · wk-form4_1684460947.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 236,361 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| May 16, 2023 Filed May 18, 2023 21:49 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 11,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-23-000037 · wk-form4_1684460947.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 239,697 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 05, 2023 Filed May 9, 2023 21:20 UTC | Performant Healthcare Inc PFMT · Entity 74046 | GrantRestricted Stock Units · Derivative | 183,449 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001550695-23-000031 · wf-form4_168368160485449.xml · derivative · entry 2 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 366,898 Underlying: Common Stock · 183,449 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 the 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 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. 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 $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. 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 $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. F2 · balance_after: 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, 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 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. 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 $3.16 per share of one share on the Grant Date in each of the four years following the Grant Date. Read SEC document |
| May 05, 2023 Filed May 9, 2023 21:20 UTC | Performant Healthcare Inc PFMT · Entity 74046 | GrantRestricted Stock Units · Derivative | 183,449 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001550695-23-000031 · wf-form4_168368160485449.xml · derivative · entry 1 Kohl Simeon · CIK 0001703807 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,449 Underlying: Common Stock · 183,449 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 the 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 the Reporting Person. F2 · 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, 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 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, 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 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, and vesting in full upon a Change in Control (as defined in PFMT's 2012 Stock Incentive Plan (the "Stock Plan"). Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 21:00 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 5,704 | $2.24 | $12,776.96 |
DisclosureSEC source: 0001550695-22-000053 · wf-form4_166069802519572.xml · nonDerivative · entry 4 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,447 F1 · shares: These shares of common stock were sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of Restricted Stock Units. These shares of common stock were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2021. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 21:00 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 7,766 | $2.47 | $19,182.02 |
DisclosureSEC source: 0001550695-22-000053 · wf-form4_166069802519572.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,901 F1 · shares: These shares of common stock were sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of Restricted Stock Units. These shares of common stock were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2021. Read SEC document |
| August 14, 2022 Filed Aug 16, 2022 21:00 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 20,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-22-000053 · wf-form4_166069802519572.xml · derivative · entry 6 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,750 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, 2022 Filed Aug 16, 2022 21:00 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 20,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-22-000053 · wf-form4_166069802519572.xml · nonDerivative · entry 3 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,151 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, 2022 Filed Aug 16, 2022 21:00 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 30,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-22-000053 · wf-form4_166069802519572.xml · derivative · entry 5 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,458 Underlying: Common Stock · 30,458 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 July 30, 2020. The restricted stock unit award vests at a rate of 1/3 annually on the first, second, and third anniversaries of July 30, 2020, provided that the Reporting Person remains in continuous service through each vest date. F3 · derivative.expiration_date: Restricted Stock Unit award was granted on July 30, 2020. The restricted stock unit award vests at a rate of 1/3 annually on the first, second, and third anniversaries of July 30, 2020, provided that the Reporting Person remains in continuous service through each vest date. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 21:00 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 30,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-22-000053 · wf-form4_166069802519572.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,667 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 08, 2022 Filed Aug 10, 2022 17:35 UTC | Performant Healthcare Inc PFMT · Entity 74046 | GrantRestricted Stock Units · Derivative | 166,153 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001550695-22-000049 · wf-form4_166016731757751.xml · derivative · entry 1 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,153 Underlying: Common Stock · 166,153 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 the 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 the Reporting Person. F2 · 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. F2 · 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. F2 · balance_after: 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 |
| May 17, 2022 Filed May 17, 2022 19:41 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 5,244 | $2.23 | $11,694.12 |
DisclosureSEC source: 0001550695-22-000035 · wf-form4_165283085523778.xml · nonDerivative · entry 6 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,209 F1 · shares: These shares of common stock were sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of Restricted Stock Units. These shares of common stock were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2021. Read SEC document |
| May 17, 2022 Filed May 17, 2022 19:41 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 2,958 | $2.23 | $6,596.34 |
DisclosureSEC source: 0001550695-22-000035 · wf-form4_165283085523778.xml · nonDerivative · entry 4 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,503 F1 · shares: These shares of common stock were sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of Restricted Stock Units. These shares of common stock were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2021. Read SEC document |
| May 17, 2022 Filed May 17, 2022 19:41 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 3,733 | $2.23 | $8,324.59 |
DisclosureSEC source: 0001550695-22-000035 · wf-form4_165283085523778.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,211 F1 · shares: These shares of common stock were sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of Restricted Stock Units. These shares of common stock were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2021. Read SEC document |
| May 13, 2022 Filed May 17, 2022 19:41 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 19,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-22-000035 · wf-form4_165283085523778.xml · derivative · entry 9 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,050 Underlying: Common Stock · 19,950 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 May 2, 2019. These Restricted Stock Units vest over a nearly four year period from the grant date based upon continuing service and the trading price of PFMT's Common Stock during the relevant vesting period. Specifically, the number of Restricted Stock Units reported is due to the achievement of the trading price for PFMT's shares being sustained for 60 consecutive trading days at or above $3.75 per share during the preceding year, which triggered the vesting of 66.5% of the original Restricted Stock Unit award on May 13, 2022, the first day of the current open trading window immediately following the third anniversary of the grant date. F5 · derivative.expiration_date: Restricted Stock Unit award was granted on May 2, 2019. These Restricted Stock Units vest over a nearly four year period from the grant date based upon continuing service and the trading price of PFMT's Common Stock during the relevant vesting period. Specifically, the number of Restricted Stock Units reported is due to the achievement of the trading price for PFMT's shares being sustained for 60 consecutive trading days at or above $3.75 per share during the preceding year, which triggered the vesting of 66.5% of the original Restricted Stock Unit award on May 13, 2022, the first day of the current open trading window immediately following the third anniversary of the grant date. Read SEC document |
| May 13, 2022 Filed May 17, 2022 19:41 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 11,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-22-000035 · wf-form4_165283085523778.xml · derivative · entry 8 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,250 Underlying: Common Stock · 11,250 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 May 2, 2019. The restricted stock unit award vested at a rate of 25% annually on the first and second anniversaries of April 29, 2019, with the third 25% of the shares vesting on May 13, 2022, the first day of the current open trading window immediately following the anniversary of the grant date, and the final 25% vesting on the first day of the open trading window immediately following the fourth anniversary of the grant date provided that the Reporting Person remains in continuous service through the final vest date. F4 · derivative.expiration_date: Restricted Stock Unit award was granted on May 2, 2019. The restricted stock unit award vested at a rate of 25% annually on the first and second anniversaries of April 29, 2019, with the third 25% of the shares vesting on May 13, 2022, the first day of the current open trading window immediately following the anniversary of the grant date, and the final 25% vesting on the first day of the open trading window immediately following the fourth anniversary of the grant date provided that the Reporting Person remains in continuous service through the final vest date. Read SEC document |
| May 13, 2022 Filed May 17, 2022 19:41 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 14,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-22-000035 · wf-form4_165283085523778.xml · derivative · entry 7 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,375 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 29, 2018. 25% of the shares vested on May 10, 2019, 25% of the shares vested on May 18, 2020, 25% of the shares vested on May 18, 2021, with the final 25% of the shares vesting on May 13, 2022, the first day of the current open trading window immediately following the fourth anniversary of the grant date. F3 · derivative.expiration_date: Restricted Stock Unit award was granted on March 29, 2018. 25% of the shares vested on May 10, 2019, 25% of the shares vested on May 18, 2020, 25% of the shares vested on May 18, 2021, with the final 25% of the shares vesting on May 13, 2022, the first day of the current open trading window immediately following the fourth anniversary of the grant date. Read SEC document |
| May 13, 2022 Filed May 17, 2022 19:41 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 19,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-22-000035 · wf-form4_165283085523778.xml · nonDerivative · entry 5 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,453 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, 2022 Filed May 17, 2022 19:41 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 11,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-22-000035 · wf-form4_165283085523778.xml · nonDerivative · entry 3 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,461 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, 2022 Filed May 17, 2022 19:41 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 14,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-22-000035 · wf-form4_165283085523778.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,944 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 |
| March 10, 2022 Filed Mar 14, 2022 20:37 UTC | Performant Healthcare Inc PFMT · Entity 74046 | GrantRestricted Stock Units · Derivative | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001550695-22-000006 · wf-form4_164730460199763.xml · derivative · entry 1 Kohl Simeon · CIK 0001703807 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 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 the 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 the Reporting Person. F2 · 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, second, third, and fourth anniversaries of March 10, 2022, provided that the Reporting Person remains in continuous service through each vest date. F2 · 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, second, third, and fourth anniversaries of March 10, 2022, provided that the Reporting Person remains in continuous service through each vest date. F2 · balance_after: 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, 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 |
| November 17, 2021 Filed Nov 17, 2021 20:59 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 7,472 | $2.88 | $21,519.36 |
DisclosureSEC source: 0001550695-21-000080 · wf-form4_163720072732981.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,569 F1 · shares: These shares of common stock were sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of Restricted Stock Units. These shares of common stock were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2021. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 20:59 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 30,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-21-000080 · wf-form4_163720072732981.xml · derivative · entry 3 Kohl Simeon · CIK 0001703807 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,916 Underlying: Common Stock · 30,461 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: The Restricted Stock Unit award was granted on July 30, 2020. One-third of the shares vested on November 16, 2021, with the remaining Restricted Stock Unit Award vesting as to one-third on the first day of the next open trading window immediately following each of the second and third anniversaries of the grant date, provided that the Reporting Person remains in continuous service through each vesting date. F3 · derivative.expiration_date: The Restricted Stock Unit award was granted on July 30, 2020. One-third of the shares vested on November 16, 2021, with the remaining Restricted Stock Unit Award vesting as to one-third on the first day of the next open trading window immediately following each of the second and third anniversaries of the grant date, provided that the Reporting Person remains in continuous service through each vesting date. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 20:59 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 30,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-21-000080 · wf-form4_163720072732981.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,041 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, 2021 Filed Aug 17, 2021 19:52 UTC | Performant Healthcare Inc PFMT · Entity 74046 | GrantRestricted Stock Units · Derivative | 81,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001550695-21-000056 · wf-form4_162924434796797.xml · derivative · entry 1 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,000 Underlying: Common Stock · 81,000 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 the 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 the Reporting Person. F2 · 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. F2 · 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. F2 · balance_after: 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 |
| May 18, 2021 Filed May 20, 2021 20:22 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 14,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-21-000033 · wf-form4_162155656357153.xml · derivative · entry 6 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,375 Underlying: Common Stock · 14,375 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 March 29, 2018. 25% of the shares vested on May 10, 2019, 25% of the shares vested on May 18, 2020, 25% of the shares vested on May 18, 2021, with 25% more vesting on the first day of the next open trading window immediately following the fourth anniversary of the grant date, provided that the Reporting Person remains in continuous service through each vest date. F4 · derivative.expiration_date: Restricted Stock Unit award was granted on March 29, 2018. 25% of the shares vested on May 10, 2019, 25% of the shares vested on May 18, 2020, 25% of the shares vested on May 18, 2021, with 25% more vesting on the first day of the next open trading window immediately following the fourth anniversary of the grant date, provided that the Reporting Person remains in continuous service through each vest date. Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:22 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-21-000033 · wf-form4_162155656357153.xml · derivative · entry 5 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,750 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 April 6, 2017. 25% of the shares vested on May 11, 2018, 25% of the shares vested on May 10, 2019, 25% of the shares vested on May 13, 2020, and the final 25% of the shares vested on May 18, 2021. F3 · derivative.expiration_date: Restricted Stock Unit award was granted on April 6, 2017. 25% of the shares vested on May 11, 2018, 25% of the shares vested on May 10, 2019, 25% of the shares vested on May 13, 2020, and the final 25% of the shares vested on May 18, 2021. Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:22 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 3,501 | $2.11 | $7,387.11 |
DisclosureSEC source: 0001550695-21-000033 · wf-form4_162155656357153.xml · nonDerivative · entry 4 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,580 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:22 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 14,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-21-000033 · wf-form4_162155656357153.xml · nonDerivative · entry 3 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,081 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 18, 2021 Filed May 20, 2021 20:22 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 4,566 | $2.11 | $9,634.26 |
DisclosureSEC source: 0001550695-21-000033 · wf-form4_162155656357153.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,706 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:22 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-21-000033 · wf-form4_162155656357153.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,272 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 |
| April 29, 2021 Filed May 3, 2021 20:40 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 11,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-21-000019 · wf-form4_162008882792386.xml · derivative · entry 3 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Stock · 11,250 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. F3 · derivative.exercise_date: Restricted Stock Unit award was granted on May 2, 2019. 25% of the shares vested on April 29, 2020, 25% of the shares vested on April 29, 2021, with 25% more vesting on the third and fourth anniversaries of April 29, 2019, provided that the Reporting Person remains in continuous service through each vest date. F3 · derivative.expiration_date: Restricted Stock Unit award was granted on May 2, 2019. 25% of the shares vested on April 29, 2020, 25% of the shares vested on April 29, 2021, with 25% more vesting on the third and fourth anniversaries of April 29, 2019, provided that the Reporting Person remains in continuous service through each vest date. Read SEC document |
| April 29, 2021 Filed May 3, 2021 20:40 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 2,639 | $2.24 | $5,911.36 |
DisclosureSEC source: 0001550695-21-000019 · wf-form4_162008882792386.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,522 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| April 29, 2021 Filed May 3, 2021 20:40 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 11,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-21-000019 · wf-form4_162008882792386.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,161 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 |
| July 30, 2020 Filed Aug 3, 2020 18:44 UTC | Performant Healthcare Inc PFMT · Entity 74046 | GrantRestricted Stock Units · Derivative | 91,377 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001550695-20-000062 · wf-form4_159649463700771.xml · derivative · entry 1 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,377 Underlying: Common Stock · 91,377 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 the 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 the Reporting Person. F2 · derivative.exercise_date: Restricted Stock Unit award was granted on July 30, 2020. The restricted stock unit award vests at a rate of 1/3 annually on the first, second, and third anniversaries of July 30, 2020, provided that the Reporting Person remains in continuous service through each vest date. F2 · derivative.expiration_date: Restricted Stock Unit award was granted on July 30, 2020. The restricted stock unit award vests at a rate of 1/3 annually on the first, second, and third anniversaries of July 30, 2020, provided that the Reporting Person remains in continuous service through each vest date. F2 · balance_after: Restricted Stock Unit award was granted on July 30, 2020. The restricted stock unit award vests at a rate of 1/3 annually on the first, second, and third anniversaries of July 30, 2020, provided that the Reporting Person remains in continuous service through each vest date. Read SEC document |
| May 18, 2020 Filed May 20, 2020 21:51 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 14,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-20-000045 · wf-form4_159002588546234.xml · derivative · entry 3 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,750 Underlying: Common Stock · 14,375 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 29, 2018. 25% of the shares vested on May 10, 2019, 25% of the shares vested on May 18, 2020, with 25% more vesting on the first day of the next open trading window immediately following each of the third and fourth anniversaries of the grant date, 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 29, 2018. 25% of the shares vested on May 10, 2019, 25% of the shares vested on May 18, 2020, with 25% more vesting on the first day of the next open trading window immediately following each of the third and fourth anniversaries of the grant date, provided that the Reporting Person remains in continuous service through each vest date. Read SEC document |
| May 18, 2020 Filed May 20, 2020 21:51 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Tax withholdingCommon Stock, par value $0.0001 per share | 3,371 | $0.76 | $2,568.70 |
DisclosureSEC source: 0001550695-20-000045 · wf-form4_159002588546234.xml · nonDerivative · entry 2 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,911 F1 · shares: Shares surrendered to pay tax liability due on vesting of Restricted Stock Units Read SEC document |
| May 18, 2020 Filed May 20, 2020 21:51 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionCommon Stock, par value $0.0001 per share | 14,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-20-000045 · wf-form4_159002588546234.xml · nonDerivative · entry 1 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,282 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, 2020 Filed May 15, 2020 21:43 UTC | Performant Healthcare Inc PFMT · Entity 74046 | Exercise / conversionRestricted Stock Units · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001550695-20-000039 · wf-form4_158959335636884.xml · derivative · entry 3 Kohl Simeon · CIK 0001703807 · Vice President of Healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,750 Underlying: Common Stock · 18,750 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 April 6, 2017. 25% of the shares vested on May 11, 2018, 25% of the shares vested on May 10, 2019, 25% of the shares vested on May 13, 2020, with 25% more vesting on the first day of the next open trading window immediately following the fourth anniversary of the grant date, provided that the Reporting Person remains in continuous service through each vest date. F3 · derivative.expiration_date: Restricted Stock Unit award was granted on April 6, 2017. 25% of the shares vested on May 11, 2018, 25% of the shares vested on May 10, 2019, 25% of the shares vested on May 13, 2020, with 25% more vesting on the first day of the next open trading window immediately following the fourth anniversary of the grant date, 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.