Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CLOVER HEALTH INVESTMENTS, CORP. /DECLOV · Entity 4419 | CEO of Value Based Care | August 09, 2024 | August 13, 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.
CLOVER HEALTH INVESTMENTS, CORP. /DE
Report date August 09, 2024 · Filed August 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,100,665 |
Reported balance
After 2024-08-09 transaction · row 1
1 source rowRow 1 · 2024-08-09 · Tax withholding · Disposed 6,968 · Balance 2,100,665 F1: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on August 9, 2024, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on May 9, 2022, and timely reported on a Form 4 filed on May 10, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on May 9, 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 August 9, 2024, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on May 9, 2022, and timely reported on a Form 4 filed on May 10, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on May 9, 2026, subject to the continued service of the Reporting Person on each such vesting date.
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 09, 2024 Filed Aug 13, 2024 20:05 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 6,968 | $1.86 | $12,960.48 |
DisclosureSEC source: 0001801170-24-000171 · wk-form4_1723579547.xml · nonDerivative · entry 1 Sharp Aric R · CIK 0001926602 · CEO of Value Based Care 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,100,665 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on August 9, 2024, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on May 9, 2022, and timely reported on a Form 4 filed on May 10, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on May 9, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:12 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 137,108 | $1.23 | $168,642.84 |
DisclosureSEC source: 0001801170-24-000144 · wk-form4_1719951142.xml · nonDerivative · entry 2 Sharp Aric R · CIK 0001926602 · CEO of Value Based Care 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,107,633 F2 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations due to the vesting of 1/3 of the number of earned restricted stock units, as described above. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:12 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 456,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001801170-24-000144 · wk-form4_1719951142.xml · nonDerivative · entry 1 Sharp Aric R · CIK 0001926602 · CEO of Value Based Care 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,244,741 F1 · shares: Represents restricted stock units, each representing a right to a share of Class A Common Stock, earned in connection with the determination of the level of performance achievement in satisfaction of vesting conditions underlying a performance-based restricted share unit grant awarded on November 30, 2022. One-third of the number of earned restricted stock units vested and were settled on June 30, 2024, and the remaining 1/3 of the number of earned restricted stock units will vest on June 30, 2025, subject to the Reporting Person's continued employment on such vesting date. Read SEC document |
| May 09, 2024 Filed May 13, 2024 21:20 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 6,798 | $0.86 | $5,846.28 |
DisclosureSEC source: 0001801170-24-000109 · wk-form4_1715635225.xml · nonDerivative · entry 1 Sharp Aric R · CIK 0001926602 · CEO of Value Based Care 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,788,476 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on May 9, 2024, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on May 9, 2022, and timely reported on a Form 4 filed on May 10, 2022. The remaining RSUs vest quarterly in equal installments of 6.25%, with the final vesting date occurring on May 9, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 22:25 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 8,266 | $1.02 | $8,431.32 |
DisclosureSEC source: 0001801170-24-000057 · wk-form4_1707863081.xml · nonDerivative · entry 1 Sharp Aric R · CIK 0001926602 · CEO of Value Based Care 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,795,274 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on February 9, 2024, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on May 9, 2022, and timely reported on a Form 4 filed on May 10, 2022. The remaining RSUs will vest quarterly in equal installments of 6.25%, with the final vesting date occurring on May 9, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 21:24 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 10,515 | $0.88 | $9,253.20 |
DisclosureSEC source: 0001801170-23-000109 · wk-form4_1699910641.xml · nonDerivative · entry 1 Sharp Aric R · CIK 0001926602 · CEO of Value Based Care 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,803,540 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on November 9, 2023, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on May 9, 2022, and timely reported on a Form 4 filed on May 10, 2022. The remaining RSUs will vest quarterly in equal installments of 6.25%, with the final vesting date occurring on May 9, 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 20:37 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001801170-23-000087 · wk-form4_1698957416.xml · nonDerivative · entry 1 Sharp Aric R · CIK 0001926602 · CEO of Value Based Care 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,814,055 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 |
| September 07, 2023 Filed Sep 11, 2023 20:10 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 138,477 | $1.31 | $181,404.87 |
DisclosureSEC source: 0000895345-23-000529 · form4.xml · nonDerivative · entry 2 Sharp Aric R · CIK 0001926602 · CEO of Value-Based Care 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,564,055 F2 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations due to the vesting of 1/3 of the number of earned restricted stock units, as described above. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 20:10 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 1,368,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000895345-23-000529 · form4.xml · nonDerivative · entry 1 Sharp Aric R · CIK 0001926602 · CEO of Value-Based Care 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,702,532 F1 · shares: Represents restricted stock units, each representing a right to a share of Class A Common Stock, earned in connection with the determination of the level of performance achievement in satisfaction of vesting conditions underlying a performance-based restricted share unit grant awarded on November 30, 2022. One-third of the number of earned restricted stock units vested and was settled on September 7, 2023, and 1/3 of the number of earned restricted stock units will vest on each of June 30, 2024 and June 30, 2025, subject to the reporting person's continued employment through each vesting date. Read SEC document |
| August 09, 2023 Filed Aug 10, 2023 20:28 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 7,037 | $1.39 | $9,781.43 |
DisclosureSEC source: 0000895345-23-000456 · form4.xml · nonDerivative · entry 1 Sharp Aric R · CIK 0001926602 · CEO of Value-Based Care 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 335,782 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on August 9, 2023, of 6.25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on May 9, 2022, and timely reported on a Form 4 filed on May 10, 2022. The remaining RSUs will vest quarterly in equal installments of 6.25%, with the final vesting date occurring on May 9, 2026, subject to the continued service of the Reporting Person on each such vesting date. Read SEC document |
| May 09, 2023 Filed Jun 16, 2023 20:02 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | Tax withholdingClass A Common Stock | 28,148 | $0.93 | $26,177.64 |
DisclosureSEC source: 0000895345-23-000389 · form4.xml · nonDerivative · entry 1 Sharp Aric R · CIK 0001926602 · CEO of Value-Based Care 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 342,819 F1 · shares: Represents shares of Class A Common Stock that were automatically withheld to cover tax obligations upon the vesting, on May 9, 2023, of 25% of the original number of time-based restricted stock units ("RSUs") granted to the Reporting Person on May 9, 2022, and timely reported on a Form 4 filed on May 10, 2022. The remaining RSUs will vest in twelve equal quarterly installments beginning on the date that is three months after May 9, 2023, in each case subject to the continued service of the Reporting Person on such vesting date. Read SEC document |
| May 09, 2022 Filed May 10, 2022 21:54 UTC | CLOVER HEALTH INVESTMENTS, CORP. /DE CLOV · Entity 4419 | GrantClass A Common Stock | 370,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001926602-22-000004 · wf-form4_165221947391488.xml · nonDerivative · entry 1 Sharp Aric R · CIK 0001926602 · CEO of Value Based Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,967 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 May 9, 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 May 9, 2022, in each case subject to the continued service of the Reporting Person on each such vesting 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.