Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolent Health, Inc.EVH · Entity 5492 | Chief Operating Officer | March 01, 2025 | March 05, 2025 |
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.
Evolent Health, Inc.
Report date March 01, 2025 · Filed March 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 54,134 |
Reported balance
After 2025-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-01 · Tax withholding · Disposed 9,274 · Balance 54,134 F1: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. F2: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. |
| Class A Common StockSEC Table I · non-derivative | Direct | 127,071 |
Reported balance
After 2025-03-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-03-03 · Grant · Acquired 72,937 · Balance 127,071 F3: Represents restricted stock units granted to Ms. Rafferty pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F4: Securities vest at a rate of 34% on March 3, 2026, and 33% on March 3, 2027, and March 3, 2028. F2: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. |
| Class A Common StockSEC Table I · non-derivative | Direct | 132,561 |
Reported balance
After 2025-03-03 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-03-03 · Grant · Acquired 5,490 · Balance 132,561 F5: Represents the number of shares received upon the settlement of the performance-based share units (PSUs) awarded to the reporting person on March 1, 2022, following the certification of achievement of specified performance metrics by the Compensation Committee of the Company's Board of Directors on March 3, 2025. The shares underlying the PSU award vested at the conclusion of the performance period on December 31, 2024. F2: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. |
| Class A Common StockSEC Table I · non-derivative | Direct | 130,128 |
Reported balance
After 2025-03-03 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2025-03-03 · Tax withholding · Disposed 2,433 · Balance 130,128 F6: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon settlement of performance-based share units. F2: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units.
F2: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission.
F3: Represents restricted stock units granted to Ms. Rafferty pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.
F4: Securities vest at a rate of 34% on March 3, 2026, and 33% on March 3, 2027, and March 3, 2028.
F5: Represents the number of shares received upon the settlement of the performance-based share units (PSUs) awarded to the reporting person on March 1, 2022, following the certification of achievement of specified performance metrics by the Compensation Committee of the Company's Board of Directors on March 3, 2025. The shares underlying the PSU award vested at the conclusion of the performance period on December 31, 2024.
F6: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon settlement of performance-based share units.
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 03, 2025 Filed Mar 5, 2025 02:02 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 2,433 | $8.77 | $21,337.41 |
DisclosureSEC source: 0001628908-25-000032 · wk-form4_1741140149.xml · nonDerivative · entry 4 Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,128 F6 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon settlement of performance-based share units. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 02:02 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 5,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-25-000032 · wk-form4_1741140149.xml · nonDerivative · entry 3 Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,561 F5 · shares: Represents the number of shares received upon the settlement of the performance-based share units (PSUs) awarded to the reporting person on March 1, 2022, following the certification of achievement of specified performance metrics by the Compensation Committee of the Company's Board of Directors on March 3, 2025. The shares underlying the PSU award vested at the conclusion of the performance period on December 31, 2024. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 02:02 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 72,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-25-000032 · wk-form4_1741140149.xml · nonDerivative · entry 2 Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,071 F3 · security: Represents restricted stock units granted to Ms. Rafferty pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F4 · shares: Securities vest at a rate of 34% on March 3, 2026, and 33% on March 3, 2027, and March 3, 2028. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 02:02 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 9,274 | $8.99 | $83,373.26 |
DisclosureSEC source: 0001628908-25-000032 · wk-form4_1741140149.xml · nonDerivative · entry 1 Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,134 F1 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 22, 2024 Filed Aug 27, 2024 00:08 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 8,861 | $30.00 | $265,830.00 |
DisclosureSEC source: 0001628908-24-000092 · wk-form4_1724717306.xml · nonDerivative · entry 1 Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,408 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 8, 2024. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:15 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 7,049 | $34.41 | $242,556.09 |
DisclosureSEC source: 0001628908-24-000038 · wk-form4_1709684130.xml · nonDerivative · entry 2 Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,269 F4 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. F3 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:15 UTC | Evolent Health, Inc. EVH · Entity 5492 | GrantClass A Common Stock | 10,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001628908-24-000038 · wk-form4_1709684130.xml · nonDerivative · entry 1 Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,318 F1 · security: Represents restricted stock units granted to Ms. Rafferty pursuant to the Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2 · shares: Securities vest at a rate of 34% on March 1, 2025, and 33% on March 1, 2026, and March 1, 2027. F3 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:37 UTC | Evolent Health, Inc. EVH · Entity 5492 | Tax withholdingClass A Common Stock | 2,490 | $27.23 | $67,802.70 |
DisclosureSEC source: 0001628908-23-000143 · wf-form4_169636544693379.xml · nonDerivative · entry 1 Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,407 F1 · shares: This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. F2 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:35 UTC | Evolent Health, Inc. EVH · Entity 5492 | SaleClass A Common Stock | 7,900 | $28.05 | $221,595.00 |
DisclosureSEC source: 0001628908-23-000132 · wf-form4_169230454251236.xml · nonDerivative · entry 1 Rafferty Emily Ann · CIK 0001983577 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,897 F1 · balance_after: Includes restricted stock units granted under awards reported on Table 1 of Form 3 previously filed with the Securities and Exchange Commission. 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.