Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Oncology Network, Inc.AONC · Entity 88884 | Chief Financial Officer | July 16, 2024 | July 18, 2024 |
| Aveanna Healthcare Holdings, Inc.AVAH · Entity 4246 | Chief Financial Officer | February 14, 2023 | February 17, 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.
American Oncology Network, Inc.
Report date July 16, 2024 · Filed July 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 150,000 |
Reported balance
After 2024-07-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-07-16 · Grant · Acquired 150,000 · Balance 150,000 F1: 150,000 shares of Class A Common Stock granted for service as Chief Financial Officer and Chief Operating Officer of American Oncology Network, Inc. 97,500 shares will vest on a time-based vesting schedule over four years and 52,500 shares will vest based on a performance-based vesting schedule. Both vesting schedules will be accelerated upon a change in control. |
Filing footnotes · ownership attribution and instrument terms
F1: 150,000 shares of Class A Common Stock granted for service as Chief Financial Officer and Chief Operating Officer of American Oncology Network, Inc. 97,500 shares will vest on a time-based vesting schedule over four years and 52,500 shares will vest based on a performance-based vesting schedule. Both vesting schedules will be accelerated upon a change in control.
Aveanna Healthcare Holdings, Inc.
Report date February 14, 2023 · Filed February 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 602,928 |
Reported balance
After 2023-02-14 transaction · row 1
1 source rowRow 1 · 2023-02-14 · Grant · Acquired 314,688 · Balance 602,928 F1: Grant of stock-settled restricted stock unit, subject to three-year cliff vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of stock-settled restricted stock unit, subject to three-year cliff vesting.
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 |
|---|---|---|---|---|---|---|
| July 16, 2024 Filed Jul 18, 2024 16:41 UTC | American Oncology Network, Inc. AONC · Entity 88884 | GrantClass A Common Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001839998-24-000070 · wk-form4_1721335266.xml · nonDerivative · entry 1 Afshar David · CIK 0001858855 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 F1 · shares: 150,000 shares of Class A Common Stock granted for service as Chief Financial Officer and Chief Operating Officer of American Oncology Network, Inc. 97,500 shares will vest on a time-based vesting schedule over four years and 52,500 shares will vest based on a performance-based vesting schedule. Both vesting schedules will be accelerated upon a change in control. F1 · ownership.direct: 150,000 shares of Class A Common Stock granted for service as Chief Financial Officer and Chief Operating Officer of American Oncology Network, Inc. 97,500 shares will vest on a time-based vesting schedule over four years and 52,500 shares will vest based on a performance-based vesting schedule. Both vesting schedules will be accelerated upon a change in control. Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 01:53 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 314,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-005325 · doc4.xml · nonDerivative · entry 1 Afshar David · CIK 0001858855 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,928 F1 · price: Grant of stock-settled restricted stock unit, subject to three-year cliff vesting. Read SEC document |
| August 24, 2022 Filed Aug 25, 2022 00:56 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | PurchaseCommon Stock, par value $0.01 per share | 10,000 | $2.01 | $20,140.00 |
DisclosureSEC source: 0000899243-22-029693 · doc4.xml · nonDerivative · entry 1 Afshar David · CIK 0001858855 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,240 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $1.99 to $2.03, inclusive. The reporting person undertakes to provide to Aveanna Healthcare Holdings Inc. ("Aveanna"), any security holder of Aveanna, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · balance_after: Includes 2,482 shares acquired under Aveanna's Employee Stock Purchase Plan on January 4, 2022, and 3,378 shares acquired under Aveanna's Employee Stock Purchase Plan on July 8, 2022. Read SEC document |
| May 16, 2022 Filed May 17, 2022 22:56 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | PurchaseCommon Stock, par value $0.01 per share | 12,036 | $2.86 | $34,407.31 |
DisclosureSEC source: 0000899243-22-018455 · doc4.xml · nonDerivative · entry 1 Afshar David · CIK 0001858855 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,380 Read SEC document |
| February 14, 2022 Filed Feb 17, 2022 02:30 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 102,130 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-006704 · doc4.xml · nonDerivative · entry 1 Afshar David · CIK 0001858855 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,344 F1 · price: Grant of stock-settled restricted stock unit, subject to three-year cliff vesting. Read SEC document |
| December 29, 2021 Filed Jan 3, 2022 21:15 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 130,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-000124 · doc4.xml · nonDerivative · entry 1 Afshar David · CIK 0001858855 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,214 F1 · price: Grant of stock-settled restricted stock unit, subject to four-year cliff vesting. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 21:30 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | PurchaseCommon Stock, par value $0.01 per share | 4,760 | $6.26 | $29,809.50 |
DisclosureSEC source: 0000899243-21-046582 · doc4.xml · nonDerivative · entry 1 Afshar David · CIK 0001858855 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,214 Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 23:08 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | PurchaseCommon Stock, par value $0.01 per share | 3,850 | $7.73 | $29,760.50 |
DisclosureSEC source: 0000899243-21-045295 · doc4.xml · nonDerivative · entry 1 Afshar David · CIK 0001858855 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,454 Read SEC document |
| August 13, 2021 Filed Aug 16, 2021 21:23 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | PurchaseCommon Stock, par value $0.01 per share | 5,070 | $9.97 | $50,547.90 |
DisclosureSEC source: 0000899243-21-033127 · doc4.xml · nonDerivative · entry 1 Afshar David · CIK 0001858855 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,604 Read SEC document |
| April 30, 2021 Filed May 5, 2021 01:12 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | PurchaseCommon Stock, par value $0.01 per share | 4,284 | $11.67 | $49,994.28 |
DisclosureSEC source: 0000899243-21-018267 · doc4.xml · nonDerivative · entry 1 Afshar David · CIK 0001858855 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,534 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.