Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AdaptHealth Corp.AHCO · Entity 5183 | Director | October 24, 2024 | October 29, 2024 |
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.
AdaptHealth Corp.
Report date October 24, 2024 · Filed October 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.50 · Expires 2024-11-29 | Direct | 0 |
Reported balance
After 2024-10-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-10-24 · Disposition to issuer · Disposed 833,334 · Balance 0 F2: The two reported transactions involved an amendment of an outstanding option to extend the post-termination exercise period to March 31, 2025, resulting in the deemed cancellation of the "old" option and the grant of a replacement option. F1: On December 19, 2019, the reporting person was granted an option to purchase 1,250,000 shares of Common Stock of the issuer, subject to the issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2020, which vested in three equal annual installments on each of December 31, 2020, December 31, 2021 and December 31, 2022. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.50 · Expires 2025-03-31 | Direct | 833,334 |
Reported balance
After 2024-10-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-10-24 · Grant · Acquired 833,334 · Balance 833,334 F2: The two reported transactions involved an amendment of an outstanding option to extend the post-termination exercise period to March 31, 2025, resulting in the deemed cancellation of the "old" option and the grant of a replacement option. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 19, 2019, the reporting person was granted an option to purchase 1,250,000 shares of Common Stock of the issuer, subject to the issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2020, which vested in three equal annual installments on each of December 31, 2020, December 31, 2021 and December 31, 2022.
F2: The two reported transactions involved an amendment of an outstanding option to extend the post-termination exercise period to March 31, 2025, resulting in the deemed cancellation of the "old" option and the grant of a replacement option.
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 |
|---|---|---|---|---|---|---|
| October 24, 2024 Filed Oct 29, 2024 00:46 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantEmployee Stock Option (right to buy) · Derivative | 833,334 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0001104659-24-111919 · tm2427001-1_4seq1.xml · derivative · entry 2 Parnes Josh · CIK 0001792687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 833,334 Underlying: Common Stock · 833,334 shares Expires 2025-03-31 F2 · kind: The two reported transactions involved an amendment of an outstanding option to extend the post-termination exercise period to March 31, 2025, resulting in the deemed cancellation of the "old" option and the grant of a replacement option. F2 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option to extend the post-termination exercise period to March 31, 2025, resulting in the deemed cancellation of the "old" option and the grant of a replacement option. Read SEC document |
| October 24, 2024 Filed Oct 29, 2024 00:46 UTC | AdaptHealth Corp. AHCO · Entity 5183 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 833,334 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0001104659-24-111919 · tm2427001-1_4seq1.xml · derivative · entry 1 Parnes Josh · CIK 0001792687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 833,334 shares Expires 2024-11-29 F2 · kind: The two reported transactions involved an amendment of an outstanding option to extend the post-termination exercise period to March 31, 2025, resulting in the deemed cancellation of the "old" option and the grant of a replacement option. F1 · derivative.exercise_date: On December 19, 2019, the reporting person was granted an option to purchase 1,250,000 shares of Common Stock of the issuer, subject to the issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2020, which vested in three equal annual installments on each of December 31, 2020, December 31, 2021 and December 31, 2022. F2 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option to extend the post-termination exercise period to March 31, 2025, resulting in the deemed cancellation of the "old" option and the grant of a replacement option. Read SEC document |
| February 05, 2024 Filed Feb 8, 2024 00:01 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantCommon Stock | 231,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-011740 · tm245420-5_4seq1.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 967,876 F1 · shares: These shares represent restricted stock units and will be settled in common stock upon vesting. Read SEC document |
| October 11, 2023 Filed Oct 13, 2023 20:56 UTC | AdaptHealth Corp. AHCO · Entity 5183 | Tax withholdingCommon Stock | 2,260 | $7.54 | $17,040.40 |
DisclosureSEC source: 0001104659-23-109139 · tm2328378-3_4seq1.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 736,023 F1 · shares: The reporting person surrendered 2,260 shares to satisfy tax withholding liabilities in connection with the vesting of a previously issued restricted stock grant. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 22:25 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantCommon Stock | 77,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-031876 · tm235381-18_4seq1.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738,283 F1 · shares: These shares represent restricted stock units and will be settled in common stock upon vesting. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 22:27 UTC | AdaptHealth Corp. AHCO · Entity 5183 | Tax withholdingCommon Stock | 873 | $15.99 | $13,959.27 |
DisclosureSEC source: 0001104659-23-028027 · tm235381-11_4seq1.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660,345 F1 · shares: The reporting person surrendered 873 shares to satisfy tax withholding liabilities in connection with the vesting of a previously issued restricted stock grant. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 00:36 UTC | AdaptHealth Corp. AHCO · Entity 5183 | Tax withholdingCommon Stock | 8,956 | $21.38 | $191,479.28 |
DisclosureSEC source: 0001104659-23-010768 · tm235381-6_4seq1.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661,218 F1 · shares: The reporting person surrendered 8,956 shares to satisfy tax withholding liabilities in connection with the vesting of a previously issued restricted stock unit grant. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 23:30 UTC | AdaptHealth Corp. AHCO · Entity 5183 | Tax withholdingCommon Stock | 20,604 | $19.22 | $396,008.88 |
DisclosureSEC source: 0001104659-23-001021 · tm2232561-4_4seq1.xml · nonDerivative · entry 2 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670,174 F2 · shares: The reporting person surrendered 20,604 shares to satisfy tax withholding liabilities in connection with the vesting of a previously issued restricted stock grant. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 23:30 UTC | AdaptHealth Corp. AHCO · Entity 5183 | Disposition to issuerCommon Stock | 6,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-001021 · tm2232561-4_4seq1.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690,778 F1 · shares: The reporting person surrendered 6,365 shares of restricted stock due to the company's final determination that certain stock price performance criteria of the company were not achieved. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:39 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantCommon Stock | 7,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-025205 · tm225219-15_4seq1.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 697,143 F1 · balance_after: The reporting person's Form 4 filed on December 18, 2019 inadvertently reported 5,000 shares as having been issued to the reporting person. The amount reported on this Form 4 reflects the corrected number of shares held. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 22:06 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantCommon Stock | 81,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-011421 · tm225219-6_4seq1.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694,493 F1 · shares: These shares represent restricted stock units and will be settled in common stock upon vesting. Read SEC document |
| December 31, 2021 Filed Jan 5, 2022 02:05 UTC | AdaptHealth Corp. AHCO · Entity 5183 | Tax withholdingCommon Stock | 25,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-001097 · tm2136673-3_4seq1.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612,876 F1 · price: The reporting person surrendered 25,576 shares to satisfy tax withholding liabilities in connection with the vesting of a previously issued restricted stock grant. Read SEC document |
| October 11, 2021 Filed Oct 13, 2021 23:50 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantCommon Stock | 13,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-125919 · tm2129900-5_4seq1.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638,452 Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:08 UTC | AdaptHealth Corp. AHCO · Entity 5183 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 416,666 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0001104659-21-101547 · tm2124383d1_4seq1.xml · derivative · entry 2 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 833,334 Underlying: Common Stock · 416,666 shares Expires 2029-12-19 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. F1 · derivative.exercise_date: On December 19, 2019, the reporting person was granted an option to purchase 1,250,000 shares of Common Stock of the issuer, subject to the issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2020. As described in the reporting person's Form 4/A filed with the Securities and Exchange Commission on February 12, 2021, the performance criteria for 2020 were met, resulting in the vesting of the option as to 1,250,000 shares in three equal annual installments on each of December 31, 2020, December 31, 2021 and December 31, 2022. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:08 UTC | AdaptHealth Corp. AHCO · Entity 5183 | Exercise / conversionCommon Stock | 416,666 | $11.50 | $4,791,659.00 |
DisclosureSEC source: 0001104659-21-101547 · tm2124383d1_4seq1.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625,194 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 |
| January 29, 2021 Filed Feb 2, 2021 02:59 UTC | AdaptHealth Corp. AHCO · Entity 5183 | Disposition to issuerClass A Common Stock | 19,597 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-010439 · tm214849-6_4seq1.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,528 F1 · price: On January 29, 2021, the issuer repurchased 19,597 shares of restricted Class A Common Stock from the reporting person. Read SEC document |
| January 28, 2021 Filed Feb 2, 2021 02:59 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantEmployee Stock Option (right to buy) · Derivative | 90,090 | $0.00 Strike: $53.72 | $0.00 |
DisclosureSEC source: 0001104659-21-010439 · tm214849-6_4seq1.xml · derivative · entry 5 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,090 Underlying: Class A Common Stock · 90,090 shares Expires 2026-01-28 F5 · derivative.exercise_date: Options vest in three equal annual installments, beginning on January 28, 2022. Read SEC document |
| January 28, 2021 Filed Feb 2, 2021 02:59 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantEmployee Stock Option (right to buy) · Derivative | 77,700 | $0.00 Strike: $48.17 | $0.00 |
DisclosureSEC source: 0001104659-21-010439 · tm214849-6_4seq1.xml · derivative · entry 4 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,700 Underlying: Class A Common Stock · 77,700 shares Expires 2026-01-28 F4 · derivative.exercise_date: Options vest in three equal annual installments, beginning on January 28, 2022. Read SEC document |
| January 28, 2021 Filed Feb 2, 2021 02:59 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantEmployee Stock Option (right to buy) · Derivative | 66,600 | $0.00 Strike: $42.61 | $0.00 |
DisclosureSEC source: 0001104659-21-010439 · tm214849-6_4seq1.xml · derivative · entry 3 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,600 Underlying: Class A Common Stock · 66,600 shares Expires 2026-01-28 F3 · derivative.exercise_date: Options vest in three equal annual installments, beginning on January 28, 2022. Read SEC document |
| January 28, 2021 Filed Feb 2, 2021 02:59 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantEmployee Stock Option (right to buy) · Derivative | 416,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-010439 · tm214849-6_4seq1.xml · derivative · entry 2 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416,667 Underlying: Class A Common Stock · 416,667 shares Expires not disclosed F2 · derivative.exercise_price: On December 19, 2019, the reporting person was granted an option to purchase 1,250,000 shares of Class A Common Stock of the issuer. The option vests in three equal annual installments based on the issuer's satisfaction of certain performance criteria for each of the fiscal years ending December 31, 2020, 2021 and 2022. The performance criteria for 2020 were met, resulting in vesting of the option as to 416,667 shares. F2 · price: On December 19, 2019, the reporting person was granted an option to purchase 1,250,000 shares of Class A Common Stock of the issuer. The option vests in three equal annual installments based on the issuer's satisfaction of certain performance criteria for each of the fiscal years ending December 31, 2020, 2021 and 2022. The performance criteria for 2020 were met, resulting in vesting of the option as to 416,667 shares. F2 · derivative.exercise_date: On December 19, 2019, the reporting person was granted an option to purchase 1,250,000 shares of Class A Common Stock of the issuer. The option vests in three equal annual installments based on the issuer's satisfaction of certain performance criteria for each of the fiscal years ending December 31, 2020, 2021 and 2022. The performance criteria for 2020 were met, resulting in vesting of the option as to 416,667 shares. F2 · derivative.expiration_date: On December 19, 2019, the reporting person was granted an option to purchase 1,250,000 shares of Class A Common Stock of the issuer. The option vests in three equal annual installments based on the issuer's satisfaction of certain performance criteria for each of the fiscal years ending December 31, 2020, 2021 and 2022. The performance criteria for 2020 were met, resulting in vesting of the option as to 416,667 shares. Read SEC document |
| January 28, 2021 Filed Feb 12, 2021 22:44 UTC Amendment | AdaptHealth Corp. AHCO · Entity 5183 | GrantEmployee Stock Option (right to buy) · Derivative | 1,250,000 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0001104659-21-022175 · tm214849-15_4aseq1.xml · derivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250,000 Underlying: Class A Common Stock · 1,250,000 shares Expires 2029-12-19 F1 · shares: On December 19, 2019, the reporting person was granted an option to purchase 1,250,000 shares of Class A Common Stock of the issuer, subject to the issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2020. The performance criteria for 2020 were met, resulting in the vesting of the option as to 1,250,000 shares in three equal annual installments on each of December 31, 2020, December 31, 2021 and December 31, 2022. This amendment is being filed to correct inadvertent typographical errors in the number of shares vested under the option held by the reporting person. F1 · derivative.exercise_date: On December 19, 2019, the reporting person was granted an option to purchase 1,250,000 shares of Class A Common Stock of the issuer, subject to the issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2020. The performance criteria for 2020 were met, resulting in the vesting of the option as to 1,250,000 shares in three equal annual installments on each of December 31, 2020, December 31, 2021 and December 31, 2022. This amendment is being filed to correct inadvertent typographical errors in the number of shares vested under the option held by the reporting person. Read SEC document |
| December 16, 2019 Filed Dec 19, 2019 02:31 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-073989 · a4.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,125 Read SEC document |
| November 21, 2019 Filed Nov 26, 2019 02:30 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantClass A Common Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-067178 · a4.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,125 Read SEC document |
| November 08, 2019 Filed Nov 14, 2019 02:22 UTC | AdaptHealth Corp. AHCO · Entity 5183 | OtherClass A Common Stock | 73,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-063547 · a4.xml · nonDerivative · entry 1 Parnes Josh · CIK 0001792687 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,125 F1 · kind: Securities transferred to the reporting person in connection with the closing of the business combination transaction between the issuer and AdaptHealth Holdings LLC. 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.