Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEXTGEN HEALTHCARE, INC.NXGN · Entity 108396 | Director | November 09, 2023 | November 13, 2023 |
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.
NEXTGEN HEALTHCARE, INC.
Report date November 09, 2023 · Filed November 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnotes | 0 |
Reported balance
After 2023-11-09 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-11-09 · Disposition to issuer · Disposed 136,393 · Balance 0 F1: Includes 12,531 outstanding vested shares of restricted stock. F2: Pursuant to the Agreement and Plan of Merger, dated September 5, 2023, by and among the Issuer, Next Holdco Co., LLC ("Next Holdco") and Next Merger Sub, Inc. ("Merger Sub"), the Issuer became a wholly owned subsidiary of Next Holdco upon consummation of the merger with Merger Sub on November 9, 2023 (the "Effective Time"). At the Effective Time: (a) each of the Issuer's outstanding shares of common stock, each outstanding restricted stock unit and each outstanding deferred stock unit was cancelled and automatically converted into the right to receive $23.95 in cash; (b) each of the Issuer's outstanding unexercised stock options, whether vested or unvested, was cancelled and converted into the right to receive $23.95 in cash less the applicable per share exercise price; and (c) each of the Issuer's outstanding performance stock units was cancelled and converted into the right to receive $23.95 F3: (Continued from footnote 2) (with respect to the Issuer shares underlying the portion of such award which had vested), and, with respect to any portion of such award the vesting of which remained subject to achievement of performance objectives as of October 4, 2023, $23.95 for each Issuer share underlying the portion of the award that would vest as a result of the Merger in accordance with the terms and conditions of the applicable award agreement, which for the units granted in 2020 assumed performance achievement at the "maximum" level; for the units granted in 2021, assumed performance achievement above "target" with partial achievement of the next stock price hurdle; and for the units granted in 2022, assumed performance achievement at 140% of the "target" level. F4: The ownership form includes both direct and indirect holdings. F5: Indirect ownership includes the holdings of the Margolis Family Trust established December 23, 1998. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 12,531 outstanding vested shares of restricted stock.
F2: Pursuant to the Agreement and Plan of Merger, dated September 5, 2023, by and among the Issuer, Next Holdco Co., LLC ("Next Holdco") and Next Merger Sub, Inc. ("Merger Sub"), the Issuer became a wholly owned subsidiary of Next Holdco upon consummation of the merger with Merger Sub on November 9, 2023 (the "Effective Time"). At the Effective Time: (a) each of the Issuer's outstanding shares of common stock, each outstanding restricted stock unit and each outstanding deferred stock unit was cancelled and automatically converted into the right to receive $23.95 in cash; (b) each of the Issuer's outstanding unexercised stock options, whether vested or unvested, was cancelled and converted into the right to receive $23.95 in cash less the applicable per share exercise price; and (c) each of the Issuer's outstanding performance stock units was cancelled and converted into the right to receive $23.95
F3: (Continued from footnote 2) (with respect to the Issuer shares underlying the portion of such award which had vested), and, with respect to any portion of such award the vesting of which remained subject to achievement of performance objectives as of October 4, 2023, $23.95 for each Issuer share underlying the portion of the award that would vest as a result of the Merger in accordance with the terms and conditions of the applicable award agreement, which for the units granted in 2020 assumed performance achievement at the "maximum" level; for the units granted in 2021, assumed performance achievement above "target" with partial achievement of the next stock price hurdle; and for the units granted in 2022, assumed performance achievement at 140% of the "target" level.
F4: The ownership form includes both direct and indirect holdings.
F5: Indirect ownership includes the holdings of the Margolis Family Trust established December 23, 1998.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Alignment Healthcare, Inc.
Report date August 14, 2024 · Filed August 16, 2024
Section 16 reporting ended · disclosed 2024-08-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 413,533 |
Reported balance
After 2024-08-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-08-14 · Sale · Disposed 1,200 · Balance 413,533 F1: Represents securities held by the Margolis Family trust 12/23/98, of which Mr. Margolis is the trustee. |
| Common StockSEC Table I · non-derivative | Direct | 104,451 |
Reported balance
Holding disclosure · report date 2024-08-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 104,451 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents securities held by the Margolis Family trust 12/23/98, of which Mr. Margolis is the trustee.
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 |
|---|---|---|---|---|---|---|
| August 14, 2024 Filed Aug 16, 2024 16:47 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | SaleCommon Stock | 1,200 | $8.83 | $10,596.00 |
DisclosureSEC source: 0001628280-24-037579 · wk-form4_1723841269.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 413,533 F1 · ownership.nature: Represents securities held by the Margolis Family trust 12/23/98, of which Mr. Margolis is the trustee. Read SEC document |
| July 15, 2024 Filed Jul 16, 2024 16:33 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | SaleCommon Stock | 1,200 | $8.94 | $10,728.00 |
DisclosureSEC source: 0001628280-24-031967 · wk-form4_1721162010.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 414,733 F1 · ownership.nature: Represents securities held by the Margolis Family trust 12/23/98, of which Mr. Margolis is the trustee. Read SEC document |
| June 14, 2024 Filed Jun 17, 2024 20:28 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | SaleCommon Stock | 1,200 | $8.06 | $9,672.00 |
DisclosureSEC source: 0001628280-24-028666 · wk-form4_1718670523.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 415,933 F1 · ownership.nature: Represents securities held by the Margolis Family trust 12/23/98, of which Mr. Margolis is the trustee. Read SEC document |
| March 13, 2024 Filed Mar 15, 2024 20:01 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004886 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,451 F1 · kind: Represents 30,000 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 17:00 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | SaleCommon Stock | 1,200 | $8.46 | $10,152.00 |
DisclosureSEC source: 0001209191-23-058801 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 417,133 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. F2 · ownership.nature: Represents securities held by the Margolis Family trust 12/23/98, of which Mr. Margolis is the trustee. Read SEC document |
| December 06, 2023 Filed Dec 7, 2023 08:00 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | SaleCommon Stock | 1,200 | $8.00 | $9,600.00 |
DisclosureSEC source: 0001209191-23-057683 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 418,333 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. F2 · ownership.nature: Represents securities held by the Margolis Family trust 12/23/98, of which Mr. Margolis is the trustee. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 16:18 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | Disposition to issuerCommon Stock | 136,393 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-062987 · ownership.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 0 F1 · shares: Includes 12,531 outstanding vested shares of restricted stock. F2 · price: Pursuant to the Agreement and Plan of Merger, dated September 5, 2023, by and among the Issuer, Next Holdco Co., LLC ("Next Holdco") and Next Merger Sub, Inc. ("Merger Sub"), the Issuer became a wholly owned subsidiary of Next Holdco upon consummation of the merger with Merger Sub on November 9, 2023 (the "Effective Time"). At the Effective Time: (a) each of the Issuer's outstanding shares of common stock, each outstanding restricted stock unit and each outstanding deferred stock unit was cancelled and automatically converted into the right to receive $23.95 in cash; (b) each of the Issuer's outstanding unexercised stock options, whether vested or unvested, was cancelled and converted into the right to receive $23.95 in cash less the applicable per share exercise price; and (c) each of the Issuer's outstanding performance stock units was cancelled and converted into the right to receive $23.95 F3 · price: (Continued from footnote 2) (with respect to the Issuer shares underlying the portion of such award which had vested), and, with respect to any portion of such award the vesting of which remained subject to achievement of performance objectives as of October 4, 2023, $23.95 for each Issuer share underlying the portion of the award that would vest as a result of the Merger in accordance with the terms and conditions of the applicable award agreement, which for the units granted in 2020 assumed performance achievement at the "maximum" level; for the units granted in 2021, assumed performance achievement above "target" with partial achievement of the next stock price hurdle; and for the units granted in 2022, assumed performance achievement at 140% of the "target" level. F4 · ownership.nature: The ownership form includes both direct and indirect holdings. F5 · ownership.nature: Indirect ownership includes the holdings of the Margolis Family Trust established December 23, 1998. Read SEC document |
| November 07, 2023 Filed Nov 13, 2023 16:13 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GiftCommon Stock | 2,089 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-062956 · ownership.xml · nonDerivative · entry 3 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 136,393 F1 · kind: This transaction was a charitable gift of securities by the reporting person. F2 · ownership.nature: The ownership form includes both direct and indirect holdings. F3 · ownership.nature: Indirect ownership includes the holdings of the Margolis Family Trust established December 23, 1998. Read SEC document |
| November 03, 2023 Filed Nov 13, 2023 16:13 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GiftCommon Stock | 1,460 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-062956 · ownership.xml · nonDerivative · entry 2 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 138,482 F1 · kind: This transaction was a charitable gift of securities by the reporting person. F2 · ownership.nature: The ownership form includes both direct and indirect holdings. F3 · ownership.nature: Indirect ownership includes the holdings of the Margolis Family Trust established December 23, 1998. Read SEC document |
| November 01, 2023 Filed Nov 13, 2023 16:13 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GiftCommon Stock | 9,418 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-062956 · ownership.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 139,942 F1 · kind: This transaction was a charitable gift of securities by the reporting person. F2 · ownership.nature: The ownership form includes both direct and indirect holdings. F3 · ownership.nature: Indirect ownership includes the holdings of the Margolis Family Trust established December 23, 1998. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 17:00 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | SaleCommon Stock | 6,000 | $8.00 | $48,016.20 |
DisclosureSEC source: 0001209191-23-053097 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 419,533 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. F2 · price: The reported price in column 4 is a weighted-average price. Shares were sold in multiple transactions at a per share price ranging from $8.00 to $8.07. The reporting person undertakes to provide to Alignment Healthcare, Inc., any security holder of Alignment Healthcare, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Represents securities held by the Margolis Family trust 12/23/98, of which Mr. Margolis is the trustee. Read SEC document |
| August 22, 2023 Filed Aug 23, 2023 16:09 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GrantCommon Stock | 12,531 | $16.36 | $205,007.16 |
DisclosureSEC source: 0001209191-23-047031 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,360 Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 17:00 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | GrantCommon Stock | 21,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017850 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,451 F1 · kind: Represents 21,802 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. Read SEC document |
| August 17, 2022 Filed Aug 18, 2022 16:51 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GrantCommon Stock | 11,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-046668 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,829 Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 16:36 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | SaleCommon Stock | 1,200 | $18.00 | $21,600.00 |
DisclosureSEC source: 0001209191-22-045021 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 425,533 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. F2 · ownership.nature: Represents securities held by the Margolis Family trust 12/23/98, of which Mr. Margolis is the trustee. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 17:05 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | GrantCommon Stock | 19,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-017970 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,649 F1 · timeliness: Represents 19,316 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 16:49 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GrantCommon Stock | 14,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062944 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,047 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 17:08 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | SaleCommon Stock | 1,200 | $19.82 | $23,784.00 |
DisclosureSEC source: 0001209191-21-062746 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 426,733 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · ownership.nature: Represents securities held by the Margolis Family trust 12/23/98, of which Mr. Margolis is the trustee. Read SEC document |
| October 13, 2021 Filed Oct 15, 2021 19:40 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | SaleCommon Stock, par value $0.001 per share ("Common Stock") | 1,200 | $18.00 | $21,600.00 |
DisclosureSEC source: 0000950142-21-003200 · es210192798_4-margolis.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 427,933 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · ownership.nature: Represents securities held by the Margolis Family trust 12/23/98, of which Mr. Margolis is the trustee. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 20:31 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | SaleCommon Stock | 10,121 | $16.83 | $170,336.43 |
DisclosureSEC source: 0000899243-21-015438 · doc4.xml · nonDerivative · entry 2 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 462,466 F3 · kind: Represents 10,121 shares of Common Stock sold pursuant to the partial exercise by the underwriters of their over-allotment option after the closing of the Company's initial public offering, at a price of $16.83 (net of underwriting discount). F2 · ownership.nature: Represents securities held by the Margolis Family trust 12/23/98, of which Mr. Margolis is the trustee. Read SEC document |
| March 25, 2021 Filed Apr 8, 2021 20:31 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | GrantCommon Stock, par value $0.001 per share ("Common Stock") | 33,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-015438 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 472,587 F1 · kind: Represents 33,333 shares of restricted Common Stock of Alignment Healthcare, Inc. (the "Company") that will vest in equal annual installments on each of the first three anniversaries of the Company's initial public offering unless Mr. Margolis is removed for cause or resigns prior to such dates. The securities covered by such transaction were previously included on Mr. Margolis's Form 3. F2 · ownership.nature: Represents securities held by the Margolis Family trust 12/23/98, of which Mr. Margolis is the trustee. Read SEC document |
| March 25, 2021 Filed May 13, 2021 17:23 UTC Amendment | Alignment Healthcare, Inc. ALHC · Entity 4269 | GrantCommon Stock, par value $0.001 per share ("Common Stock") | 33,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-21-001593 · es210151513_4a-margolis.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,587 F1 · kind: Represents 33,333 shares of restricted Common Stock of Alignment Healthcare, Inc. (the "Company") that will vest in equal annual installments on each of the first three anniversaries of the Company's initial public offering unless Mr. Margolis is removed for cause or resigns prior to such dates. The securities covered by such transaction were previously included on Mr. Margolis's Form 3. Read SEC document |
| August 18, 2020 Filed Aug 19, 2020 16:38 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GrantCommon Stock | 14,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047507 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,810 Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 16:31 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | PurchaseCommon Stock | 10,000 | $9.26 | $92,600.00 |
DisclosureSEC source: 0001209191-20-018877 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 96,104 F1 · ownership.nature: The Margolis Family Trust established December 23, 1998 Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 17:55 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GrantCommon Stock | 14,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-046391 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 86,104 F1 · ownership.nature: The Margolis Family Trust established December 23, 1998 Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 17:02 UTC | NEXTGEN HEALTHCARE, INC. QSII · Entity 108396 | GrantCommon Stock | 8,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-046845 · doc4.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 71,917 F1 · ownership.nature: The Margolis Family Trust established December 23, 1998 Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 20:29 UTC | NEXTGEN HEALTHCARE, INC. QSII · Entity 108396 | GrantCommon Stock | 11,724 | $0.00 | $0.00 |
DisclosureSEC source: 0000708818-17-000030 · wf-form4_150353453562821.xml · nonDerivative · entry 1 MARGOLIS JEFFREY H · CIK 0001105688 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 63,457 F1 · ownership.nature: The Margolis Family Trust established December 23, 1998. 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.