Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CLOVER HEALTH INVESTMENTS, CORP. /DECLOV · Entity 4419 | Chief Financial Officer | January 25, 2024 | January 29, 2024 |
| Sotera Health CoSHC · Entity 3869 | CFO and Treasurer | March 02, 2022 | March 04, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CLOVER HEALTH INVESTMENTS, CORP. /DE
Report date January 25, 2024 · Filed January 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,857,303 |
Reported balance
After 2024-01-25 transaction · row 1
1 source rowRow 1 · 2024-01-25 · Tax withholding · Disposed 83,538 · Balance 4,857,303 F1: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on January 25, 2024, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on July 25, 2022, and timely reported on a Form 4 filed on July 26, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on July 25, 2026, subject to the continued service of the Reporting Person on each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on January 25, 2024, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on July 25, 2022, and timely reported on a Form 4 filed on July 26, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on July 25, 2026, subject to the continued service of the Reporting Person on each such vesting date.
Sotera Health Co
Report date March 02, 2022 · Filed March 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per share ("Common Stock")SEC Table I · non-derivative | Direct | 738,649 |
Reported balance
After 2022-03-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-02 · Grant · Acquired 37,443 · Balance 738,649 F1: These securities consist of Restricted Stock Units ("RSUs") that were granted on March 2, 2022, pursuant to the terms of an RSU agreement under the Sotera Health Company 2020 Omnibus Incentive Plan ("2020 Incentive Plan"). Each RSU represents the Reporting Person's right to receive one share of common stock, subject to vesting conditions. The RSUs vest in three equal installments on each of the first three anniversaries of the date of grant, subject to the Reporting Person's continued service through each such date. F2: Consists of 484,707 shares of vested Common Stock, 177,369 shares of unvested Common Stock and 76,573 RSUs. 8,600 of the unvested shares of Common Stock will vest on a daily basis, pro rata through April 3, 2022. 168,769 of the unvested shares of Common Stock will vest as of the first date on which (i) certain investment funds and entities affiliated with Warburg Pincus LLC and GTCR, LLC (the "Sponsors") have received two and one-half times their invested capital in the company and (ii) the Sponsors' internal rate of return exceeds twenty percent. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $20.03 · Expires 2032-03-02 | Direct | 95,786 |
Reported balance
After 2022-03-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-03-02 · Grant · Acquired 95,786 · Balance 95,786 F3: These options were granted on March 2, 2022, pursuant to the terms of a stock option agreement under the 2020 Incentive Plan. The options vest in three equal installments on each of the first three anniversaries of the date of grant, subject to the Reporting Person's continued service through each such date. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $23.00 · Expires 2030-11-20 | Direct | 223,602 |
Reported balance
Holding disclosure · report date 2022-03-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 223,602 F4: No transaction is being reported on this line. Reported on a previously filed Form 4. F5: These options were granted on November 20, 2020, pursuant to the terms of a stock option agreement under the 2020 Incentive Plan. 25% of the options vested on November 20, 2021 and the remaining unvested options vest in three equal installments on the next three anniversaries of the date of grant, subject to the Reporting Person's continued service through each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities consist of Restricted Stock Units ("RSUs") that were granted on March 2, 2022, pursuant to the terms of an RSU agreement under the Sotera Health Company 2020 Omnibus Incentive Plan ("2020 Incentive Plan"). Each RSU represents the Reporting Person's right to receive one share of common stock, subject to vesting conditions. The RSUs vest in three equal installments on each of the first three anniversaries of the date of grant, subject to the Reporting Person's continued service through each such date.
F2: Consists of 484,707 shares of vested Common Stock, 177,369 shares of unvested Common Stock and 76,573 RSUs. 8,600 of the unvested shares of Common Stock will vest on a daily basis, pro rata through April 3, 2022. 168,769 of the unvested shares of Common Stock will vest as of the first date on which (i) certain investment funds and entities affiliated with Warburg Pincus LLC and GTCR, LLC (the "Sponsors") have received two and one-half times their invested capital in the company and (ii) the Sponsors' internal rate of return exceeds twenty percent.
F3: These options were granted on March 2, 2022, pursuant to the terms of a stock option agreement under the 2020 Incentive Plan. The options vest in three equal installments on each of the first three anniversaries of the date of grant, subject to the Reporting Person's continued service through each such date.
F4: No transaction is being reported on this line. Reported on a previously filed Form 4.
F5: These options were granted on November 20, 2020, pursuant to the terms of a stock option agreement under the 2020 Incentive Plan. 25% of the options vested on November 20, 2021 and the remaining unvested options vest in three equal installments on the next three anniversaries of the date of grant, subject to the Reporting Person's continued service through each such date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MYRIAD GENETICS INC
Report date August 18, 2025 · Filed August 18, 2025
Section 16 reporting ended · disclosed 2025-08-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 218,393 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 218,393 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 14, 2025 Filed Mar 17, 2025 20:19 UTC | MYRIAD GENETICS INC MYGN · Entity 5953 | Tax withholdingCommon Stock | 6,217 | $10.07 | $62,605.19 |
DisclosureSEC source: 0001628280-25-013143 · wk-form4_1742242760.xml · nonDerivative · entry 2 Leffler Scott J. · CIK 0001832406 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,393 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock units granted to the reporting person. The number of shares of Myriad common stock withheld was determined based on the closing price of Myriad common stock on March 14, 2025. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 20:19 UTC | MYRIAD GENETICS INC MYGN · Entity 5953 | GrantCommon Stock | 72,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-013143 · wk-form4_1742242760.xml · nonDerivative · entry 1 Leffler Scott J. · CIK 0001832406 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,610 F1 · shares: Consists of time-based restricted stock units granted pursuant to the Company's 2017 Employee, Director and Consultant Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's common stock and vests in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| January 29, 2025 Filed Jan 30, 2025 21:23 UTC | MYRIAD GENETICS INC MYGN · Entity 5953 | Tax withholdingCommon Stock | 12,230 | $12.54 | $153,364.20 |
DisclosureSEC source: 0001832406-25-000002 · wk-form4_1738272179.xml · nonDerivative · entry 1 Leffler Scott J. · CIK 0001832406 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,445 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock units granted to the reporting person. The number of shares of Myriad common stock withheld was determined based on the closing price of Myriad common stock on January 29, 2025. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:44 UTC | MYRIAD GENETICS INC MYGN · Entity 5953 | GrantCommon Stock | 46,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-011679 · wk-form4_1710794670.xml · nonDerivative · entry 1 Leffler Scott J. · CIK 0001832406 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,865 F1 · kind: Consists of time-based restricted stock units granted pursuant to the Company's 2017 Employee, Director and Consultant Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's common stock and vests in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 14, 2024 Filed Mar 28, 2024 20:14 UTC Amendment | MYRIAD GENETICS INC MYGN · Entity 5953 | GrantCommon Stock | 46,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001832406-24-000003 · wk-form4a_1711656866.xml · nonDerivative · entry 1 Leffler Scott J. · CIK 0001832406 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,675 F1 · kind: Consists of time-based restricted stock units granted pursuant to the Company's 2017 Employee, Director and Consultant Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's common stock and vests in three equal annual installments beginning on the first anniversary of the grant date. F2 · shares: This amendment corrects the number of restricted stock units granted to the reporting person on March 14, 2024, which was incorrectly under reported by 810 restricted stock units on the original filing as a result of a clerical error. Read SEC document |
| January 29, 2024 Filed Jan 29, 2024 21:27 UTC | MYRIAD GENETICS INC MYGN · Entity 5953 | GrantCommon Stock | 117,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-002452 · wk-form4_1706563646.xml · nonDerivative · entry 1 Leffler Scott J. · CIK 0001832406 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,770 F1 · kind: Consists of time-based restricted stock units granted pursuant to the Company's 2017 Employee, Director and Consultant Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's common stock and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 21:10 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 83,538 | $0.98 | $81,867.24 |
DisclosureSEC source: 0001801170-24-000049 · wk-form4_1706562643.xml · nonDerivative · entry 1 Leffler Scott J. · CIK 0001832406 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,857,303 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on January 25, 2024, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on July 25, 2022, and timely reported on a Form 4 filed on July 26, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on July 25, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| October 31, 2023 Filed Nov 2, 2023 20:42 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001801170-23-000092 · wk-form4_1698957760.xml · nonDerivative · entry 1 Leffler Scott J. · CIK 0001832406 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,940,841 F1 · shares: Represents shares of Class A common stock underlying a time-based restricted stock unit award ("RSUs"). Fifty percent of the RSUs will vest on the first anniversary of October 31, 2023, and the remaining RSUs will vest in four equal quarterly installments beginning on the date that is three months after the first anniversary of October 31, 2023, in each case subject to the continued service of the Reporting Person on each such vesting date, so that such RSUs will be fully vested on October 31, 2025. Read SEC document |
| October 25, 2023 Filed Oct 27, 2023 20:21 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 124,002 | $0.91 | $112,841.82 |
DisclosureSEC source: 0001801170-23-000070 · wk-form4_1698438053.xml · nonDerivative · entry 1 Leffler Scott J. · CIK 0001832406 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,540,841 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on October 25, 2023, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on July 25, 2022, and timely reported on a Form 4 filed on July 26, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on July 25, 2026, subject to the continued service of the Reporting Person on such vesting date. Read SEC document |
| July 25, 2023 Filed Jul 26, 2023 20:50 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 387,173 | $1.09 | $422,018.57 |
DisclosureSEC source: 0000895345-23-000420 · form4.xml · nonDerivative · entry 1 Leffler Scott J. · CIK 0001832406 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,664,843 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on July 25, 2023, of 25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on July 25, 2022, and timely reported on a Form 4 filed on July 25, 2022. The remaining RSUs vest in twelve equal quarterly installments beginning on the date that is three months after July 25, 2023, in each case subject to the continued service of the Reporting Person on such vesting date. Read SEC document |
| July 25, 2022 Filed Jul 26, 2022 20:57 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 5,042,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001832406-22-000005 · wf-form4_165886902127599.xml · nonDerivative · entry 1 Leffler Scott J. · CIK 0001832406 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,052,016 F1 · shares: Represents shares of Class A common stock underlying a time-based restricted stock unit award ("RSUs"). Twenty-five percent of the RSUs will vest on the first anniversary of July 25, 2022, and the remaining RSUs will vest in twelve equal quarterly installments beginning on the date that is three months after the first anniversary of July 25, 2022, in each case subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:13 UTC | Sotera Health Co SHC · Entity 3869 | GrantStock Options · Derivative | 95,786 | $0.00 Strike: $20.03 | $0.00 |
DisclosureSEC source: 0001822479-22-000020 · wf-form4_164642839394358.xml · derivative · entry 2 Leffler Scott J. · CIK 0001832406 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,786 Underlying: Common Stock · 95,786 shares Expires 2032-03-02 F3 · derivative.exercise_date: These options were granted on March 2, 2022, pursuant to the terms of a stock option agreement under the 2020 Incentive Plan. The options vest in three equal installments on each of the first three anniversaries of the date of grant, subject to the Reporting Person's continued service through each such date. F3 · balance_after: These options were granted on March 2, 2022, pursuant to the terms of a stock option agreement under the 2020 Incentive Plan. The options vest in three equal installments on each of the first three anniversaries of the date of grant, subject to the Reporting Person's continued service through each such date. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:13 UTC | Sotera Health Co SHC · Entity 3869 | GrantCommon Stock, $0.01 par value per share ("Common Stock") | 37,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001822479-22-000020 · wf-form4_164642839394358.xml · nonDerivative · entry 1 Leffler Scott J. · CIK 0001832406 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738,649 F1 · shares: These securities consist of Restricted Stock Units ("RSUs") that were granted on March 2, 2022, pursuant to the terms of an RSU agreement under the Sotera Health Company 2020 Omnibus Incentive Plan ("2020 Incentive Plan"). Each RSU represents the Reporting Person's right to receive one share of common stock, subject to vesting conditions. The RSUs vest in three equal installments on each of the first three anniversaries of the date of grant, subject to the Reporting Person's continued service through each such date. F2 · balance_after: Consists of 484,707 shares of vested Common Stock, 177,369 shares of unvested Common Stock and 76,573 RSUs. 8,600 of the unvested shares of Common Stock will vest on a daily basis, pro rata through April 3, 2022. 168,769 of the unvested shares of Common Stock will vest as of the first date on which (i) certain investment funds and entities affiliated with Warburg Pincus LLC and GTCR, LLC (the "Sponsors") have received two and one-half times their invested capital in the company and (ii) the Sponsors' internal rate of return exceeds twenty percent. Read SEC document |
| November 20, 2021 Filed Nov 24, 2021 01:00 UTC | Sotera Health Co SHC · Entity 3869 | Tax withholdingCommon Stock, $0.01 par value per share ("Common Stock") | 3,894 | $22.54 | $87,770.76 |
DisclosureSEC source: 0001822479-21-000077 · wf-form4_163771562974714.xml · nonDerivative · entry 1 Leffler Scott J. · CIK 0001832406 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 701,206 F1 · shares: These securities represent the number of shares of Common Stock withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations due upon the vesting of 13,043 Restricted Stock Units ("RSUs"), which represents 25% of the RSU award granted to the Reporting Person on November 20, 2020. This RSU award was granted pursuant to the terms of an RSU agreement under the Sotera Health Company 2020 Omnibus Incentive Plan ("2020 Incentive Plan"). Each RSU represents the Reporting Person's right to receive one share of Common Stock, subject to vesting conditions. F2 · balance_after: Consists of 454,745 shares of vested Common Stock, 207,331 shares of unvested Common Stock and 39,130 RSUs. 38,562 of the unvested shares of Common Stock will vest on a daily basis, pro rata through April 3, 2022. 168,769 of the unvested shares of Common Stock will vest as of the first date on which (i) certain investment funds and entities affiliated with Warburg Pincus LLC and GTCR, LLC (the "Sponsors") have received two and one-half times their invested capital in the company and (ii) the Sponsors' internal rate of return exceeds twenty percent. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 00:02 UTC | Sotera Health Co SHC · Entity 3869 | Disposition to issuerCommon Stock | 115,326 | $21.68 | $2,500,267.68 |
DisclosureSEC source: 0000899243-20-032083 · doc4.xml · nonDerivative · entry 2 Leffler Scott J. · CIK 0001832406 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 705,100 F3 · price: Reflects a company repurchase price equal to the initial public offering price per share less underwriting discounts and commissions payable thereon, as disclosed in the company's Registration Statement on Form S-1. F4 · balance_after: Consists of 347,109 shares of vested Common Stock, 305,818 shares of unvested Common Stock and 52,173 RSUs. 137,049 of the unvested shares of Common Stock will vest on a daily basis, pro rata through April 3, 2022. 168,769 of the unvested shares of Common Stock will vest as of the first date on which (i) certain investment funds and entities affiliated with Warburg Pincus LLC and GTCR, LLC (the "Sponsors") have received two and one-half times their invested capital in the company and (ii) the Sponsors' internal rate of return exceeds twenty percent. See Footnote #1 for information regarding the vesting of the RSUs. Read SEC document |
| November 20, 2020 Filed Nov 25, 2020 00:02 UTC | Sotera Health Co SHC · Entity 3869 | GrantStock Options · Derivative | 223,602 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0000899243-20-032083 · doc4.xml · derivative · entry 3 Leffler Scott J. · CIK 0001832406 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,602 Underlying: Common Stock · 223,602 shares Expires 2030-11-20 F5 · derivative.exercise_date: These options were granted on November 20, 2020, pursuant to the terms of a stock option agreement under the 2020 Incentive Plan. The options vest in four equal installments on each of the first four anniversaries of the date of grant, subject to the Reporting Person's continued service through each such date. Read SEC document |
| November 20, 2020 Filed Nov 25, 2020 00:02 UTC | Sotera Health Co SHC · Entity 3869 | GrantCommon Stock, $0.01 par value per share ("Common Stock") | 52,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-032083 · doc4.xml · nonDerivative · entry 1 Leffler Scott J. · CIK 0001832406 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 820,426 F1 · shares: These securities consist of Restricted Stock Units ("RSUs") that were granted on November 20, 2020, pursuant to the terms of an RSU agreement under the Sotera Health Company 2020 Omnibus Incentive Plan ("2020 Incentive Plan"). Each RSU represents the Reporting Person's right to receive one share of common stock, subject to vesting conditions. The RSUs vest in four equal installments on each of the first four anniversaries of the date of grant, subject to the Reporting Person's continued service through each such date. F2 · balance_after: Consists of 768,253 shares of Common Stock (see Footnote #4 for information regarding the vesting of the Common Stock) and 52,173 RSUs. 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.