Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHEQUITY, INC.HQY · Entity 3639 | Director | July 05, 2024 | July 09, 2024 |
| Veradigm Inc.MDRX · Entity 13670 | Director | June 10, 2022 | June 13, 2022 |
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.
HEALTHEQUITY, INC.
Report date July 05, 2024 · Filed July 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,394 |
Reported balance
After 2024-07-05 transaction · row 1
1 source rowRow 1 · 2024-07-05 · Grant · Acquired 2,543 · Balance 9,394 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting
Veradigm Inc.
Report date June 10, 2022 · Filed June 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,254,631 |
Reported balance
After 2022-06-10 transaction · row 1
1 source rowRow 1 · 2022-06-10 · Sale · Disposed 60,000 · Balance 1,254,631 F1: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 10, 2021. F2: These transactions were executed in multiple trades at prices ranging from $16.465 to $16.74. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 10, 2021.
F2: These transactions were executed in multiple trades at prices ranging from $16.465 to $16.74. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.
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 05, 2024 Filed Jul 9, 2024 17:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019401 · form4-07092024_050701.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,394 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 22:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010314 · form4-06262023_100612.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,851 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of June 22, 2024 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 16:33 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-001883 · form4-02032023_040205.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,687 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 308 shares on February 1, 2023. The remaining restricted stock units vest as to 307 shares on each of May 1, August 1, and November 1, of 2023. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| June 10, 2022 Filed Jun 13, 2022 20:30 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 60,000 | $16.58 | $994,896.00 |
DisclosureSEC source: 0001209191-22-036324 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,254,631 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 10, 2021. F2 · price: These transactions were executed in multiple trades at prices ranging from $16.465 to $16.74. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| June 07, 2022 Filed Jun 7, 2022 21:45 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 75,000 | $17.35 | $1,301,257.50 |
DisclosureSEC source: 0001209191-22-034883 · doc4.xml · nonDerivative · entry 2 Black Paul · CIK 0001511354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,314,631 F2 · price: These transactions were executed in multiple trades at prices ranging from $17.35 to $17.36. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| June 06, 2022 Filed Jun 7, 2022 21:45 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 65,450 | $17.31 | $1,132,612.25 |
DisclosureSEC source: 0001209191-22-034883 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,389,631 F1 · price: These transactions were executed in multiple trades at prices ranging from $17.300 to $17.398. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 20:32 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 75,000 | $17.33 | $1,300,005.00 |
DisclosureSEC source: 0001209191-22-034529 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,455,081 F1 · price: These transactions were executed in multiple trades at prices ranging from $17.25 to $17.431. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. F2 · balance_after: The beneficial ownership number includes 432 shares obtained through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| May 17, 2022 Filed May 19, 2022 21:52 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 50,000 | $18.18 | $908,960.00 |
DisclosureSEC source: 0001209191-22-030672 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,529,649 F1 · price: These transactions were executed in multiple trades at prices ranging from $18.15 to $18.25. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| May 13, 2022 Filed May 16, 2022 20:34 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 50,000 | $18.01 | $900,690.00 |
DisclosureSEC source: 0001209191-22-029151 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,579,649 F1 · price: These transactions were executed in multiple trades at prices ranging from $18.00 to $18.22. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:32 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 156,005 | $21.73 | $3,389,988.65 |
DisclosureSEC source: 0001209191-22-019594 · doc4.xml · nonDerivative · entry 2 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,629,649 F2 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 15, 2022. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:32 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 396,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-019594 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,785,654 F1 · kind: On February 28, 2019 (the "Grant Date"), the reporting person was granted performance-based restricted stock units ("PSUs"), the vesting of which was subject to both continued service and the degree to which a relative total shareholder return target was attained for each of the three annual periods commencing on the Grant Date. The acquisition of shares of the Issuer's common stock represents the vesting of PSUs for the performance period. Read SEC document |
| March 10, 2022 Filed Mar 10, 2022 22:46 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 60,000 | $21.87 | $1,312,056.00 |
DisclosureSEC source: 0001209191-22-018016 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,389,199 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 10, 2021. F2 · price: These transactions were executed in multiple trades at prices ranging from $21.58 to $22.03. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:31 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 27,038 | $20.12 | $544,004.56 |
DisclosureSEC source: 0001209191-22-016265 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,449,199 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on March 2, 2022. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 21:31 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 30,522 | $19.46 | $593,958.12 |
DisclosureSEC source: 0001209191-22-014031 · doc4.xml · nonDerivative · entry 2 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,476,237 F2 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on February 28, 2022. F3 · balance_after: The beneficial ownership number includes 1,000 shares obtained through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| February 26, 2022 Filed Mar 1, 2022 21:31 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 12,363 | $19.48 | $240,831.24 |
DisclosureSEC source: 0001209191-22-014031 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,428,023 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on February 26, 2022. Read SEC document |
| December 10, 2021 Filed Dec 10, 2021 22:06 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 60,000 | $17.68 | $1,060,782.00 |
DisclosureSEC source: 0001209191-21-069093 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,440,386 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 10, 2021. F2 · price: These transactions were executed in multiple trades at prices ranging from $17.41 to $17.77. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 20:34 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 60,000 | $14.52 | $871,236.00 |
DisclosureSEC source: 0001209191-21-055463 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500,386 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 10, 2021. F2 · price: These transactions were executed in multiple trades at prices ranging from $14.29 to $14.65. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| June 14, 2021 Filed Jun 14, 2021 20:54 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 120,000 | $17.66 | $2,118,888.00 |
DisclosureSEC source: 0001209191-21-040262 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,560,386 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2020, but amended first on November 13, 2020 and then on May 10, 2021. F2 · price: These transactions were executed in multiple trades at prices ranging from $17.55 to $18.04. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. F3 · balance_after: The beneficial ownership number includes 691 shares obtained through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| March 15, 2021 Filed Mar 15, 2021 21:08 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 60,000 | $15.72 | $943,386.00 |
DisclosureSEC source: 0001209191-21-020510 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,679,695 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2020, but amended on November 13, 2020. F2 · price: These transactions were executed in multiple trades at prices ranging from $15.55 to $15.91. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 02, 2021 Filed Mar 11, 2021 22:27 UTC Amendment | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 206,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019862 · doc4a.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,739,695 F1 · kind: This amendment is filed to correct the grant date to March 2, 2021 in accordance with the company's internal policy with respect to equity awards. The difference in shares is reflective of the company's stock price as of the grant date of March 2, 2021. Read SEC document |
| February 28, 2021 Filed Mar 1, 2021 22:22 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 36,707 | $15.43 | $566,389.01 |
DisclosureSEC source: 0001209191-21-015318 · doc4.xml · nonDerivative · entry 5 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,712,132 F5 · shares: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on February 28, 2021. Read SEC document |
| February 28, 2021 Filed Mar 1, 2021 22:22 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 29,847 | $15.43 | $460,539.21 |
DisclosureSEC source: 0001209191-21-015318 · doc4.xml · nonDerivative · entry 4 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,748,839 F5 · shares: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on February 28, 2021. Read SEC document |
| February 27, 2021 Filed Mar 1, 2021 22:22 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 14,560 | $15.43 | $224,660.80 |
DisclosureSEC source: 0001209191-21-015318 · doc4.xml · nonDerivative · entry 3 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,778,686 F4 · shares: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on February 27, 2021. Read SEC document |
| February 26, 2021 Filed Mar 1, 2021 22:22 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 20,019 | $15.43 | $308,893.17 |
DisclosureSEC source: 0001209191-21-015318 · doc4.xml · nonDerivative · entry 2 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,793,246 F2 · shares: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on February 26, 2021. F3 · balance_after: The beneficial ownership number includes 1,000 shares obtained through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| February 26, 2021 Filed Mar 1, 2021 22:22 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 178,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-015318 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,812,265 F1 · shares: Award of service-based Restricted Stock Units granted under the Allscripts Healthcare Solutions, Inc. 2019 Stock Incentive Plan on February 26, 2021. The award vests 33% per year, with the first 33% of the award vesting on February 26, 2022 and the second and third 33% portions of the award vesting on February 8, 2023 and February 8, 2024, respectively. Read SEC document |
| December 24, 2020 Filed Feb 10, 2021 22:00 UTC | Veradigm Inc. MDRX · Entity 13670 | GiftCommon Stock | 7,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009305 · doc5.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,633,693 Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 21:31 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 60,000 | $14.03 | $841,878.00 |
DisclosureSEC source: 0001209191-20-063796 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,641,179 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2020, but amended on November 13, 2020. F2 · price: These transactions were executed in multiple trades at prices ranging from $13.735 to $14.39. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. F3 · balance_after: The beneficial ownership number includes 203 shares obtained through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| October 14, 2020 Filed Oct 16, 2020 20:32 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 30,000 | $11.04 | $331,200.00 |
DisclosureSEC source: 0001209191-20-055058 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700,976 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2020. F2 · balance_after: The beneficial ownership number includes 2,000 shares obtained through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 20:41 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 27,486 | $7.64 | $209,993.04 |
DisclosureSEC source: 0001209191-20-017295 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,728,976 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on March 6, 2020. Read SEC document |
| March 05, 2020 Filed Mar 5, 2020 21:32 UTC | Veradigm Inc. MDRX · Entity 13670 | PurchaseCommon Stock | 33,783 | $7.47 | $252,190.10 |
DisclosureSEC source: 0001209191-20-016619 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,756,462 F1 · balance_after: The beneficial ownership number includes 872 shares obtained through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| February 28, 2020 Filed Feb 28, 2020 22:15 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 20,116 | $7.54 | $151,674.64 |
DisclosureSEC source: 0001209191-20-014022 · doc4.xml · nonDerivative · entry 3 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,721,852 F4 · shares: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on February 28, 2020. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 22:15 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 14,545 | $7.91 | $115,050.95 |
DisclosureSEC source: 0001209191-20-014022 · doc4.xml · nonDerivative · entry 2 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,741,968 F3 · shares: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on February 27, 2020. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:15 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 152,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014022 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,756,513 F1 · shares: Award of service-based Restricted Stock Units granted under the Allscripts Healthcare Solutions, Inc. 2019 Stock Incentive Plan on February 26, 2020 (the "Grant Date"). The award vests 33% per year on each of the first three anniversaries of the Grant Date. F2 · balance_after: The beneficial ownership number includes 1,382 shares obtained through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 21:45 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 27,486 | $10.28 | $282,556.08 |
DisclosureSEC source: 0001209191-19-017786 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,602,505 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2019. Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 01:04 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 93,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016033 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,629,991 F1 · kind: Award of service-based Restricted Stock Units granted under the Allscripts Healthcare Solutions, Inc. 2011 Stock Incentive Plan on February 28, 2019 (the "Grant Date"). The award vests 100% on the second anniversary of the Grant Date. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:42 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 233,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015669 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,536,707 F1 · kind: Award of service-based Restricted Stock Units granted under the Allscripts Healthcare Solutions, Inc. 2011 Stock Incentive Plan on February 28, 2019 (the "Grant Date"). The award vests 33% per year on each of the first three anniversaries of the Grant Date. F2 · balance_after: The beneficial ownership number includes 1,000 shares obtained through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 21:49 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 19,577 | $10.82 | $211,823.14 |
DisclosureSEC source: 0001209191-19-014542 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,302,498 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on February 27, 2019. Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 23:59 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 16,402 | $10.60 | $173,861.20 |
DisclosureSEC source: 0001209191-19-013784 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,322,075 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on February 24, 2019. F2 · balance_after: Reflects a reduction of 212,979 shares since the reporting person's last ownership report. These shares relate to performance rights that have not vested and were inadvertently included as holdings in the reporting person's prior ownership reports. Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 21:49 UTC | Veradigm Inc. MDRX · Entity 13670 | PurchaseCommon Stock | 24,765 | $10.10 | $250,027.44 |
DisclosureSEC source: 0001209191-18-062471 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,551,456 F1 · balance_after: The beneficial ownership number includes 788 shares obtained through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 20:39 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 36,868 | $13.17 | $485,551.56 |
DisclosureSEC source: 0001209191-18-020887 · doc4.xml · nonDerivative · entry 2 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,525,903 F2 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 16, 2018. Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 20:39 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 93,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020887 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,562,771 F1 · kind: On March 6, 2015 (the "Grant Date"), the reporting person was granted performance-based restricted stock units ("PSUs"), the vesting of which was subject to both continued service and a performance measure of a combination of 50% non-GAAP adjusted EBITDA and 50% non-GAAP revenue targets being attained for each of the three annual periods commencing on the Grant Date. The acquisition of shares of the Issuer's common stock represents the vesting of PSUs for the performance period ending three years from the Grant Date. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 21:39 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 27,486 | $14.31 | $393,324.66 |
DisclosureSEC source: 0001209191-18-018062 · doc4.xml · nonDerivative · entry 4 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,469,078 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2018. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 21:39 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 23,652 | $14.31 | $338,460.12 |
DisclosureSEC source: 0001209191-18-018062 · doc4.xml · nonDerivative · entry 3 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,496,564 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2018. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 21:39 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 8,336 | $14.31 | $119,288.16 |
DisclosureSEC source: 0001209191-18-018062 · doc4.xml · nonDerivative · entry 2 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,520,216 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2018. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 21:39 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 3,985 | $14.31 | $57,025.35 |
DisclosureSEC source: 0001209191-18-018062 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,528,552 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2018. F2 · balance_after: The beneficial ownership number includes 999 shares obtained through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 22:23 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 179,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-015117 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,531,538 F1 · kind: Award of service-based Restricted Stock Units granted under the Allscripts Healthcare Solutions, Inc. 2011 Stock Incentive Plan on February 27, 208 (the "Grant Date"). The award vests 33% per year on each of the first three anniversaries of the Grant Date. F2 · balance_after: The beneficial ownership number includes 167 shares obtained through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| December 14, 2017 Filed Dec 18, 2017 21:36 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 15,000 | $14.35 | $215,292.00 |
DisclosureSEC source: 0001209191-17-066140 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,351,773 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 19, 2017. F2 · kind: These transactions were executed in multiple trades at prices ranging from $14.26 to $14.52. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| September 14, 2017 Filed Sep 18, 2017 20:39 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 15,000 | $13.52 | $202,800.00 |
DisclosureSEC source: 0001209191-17-053162 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,366,773 F1 · kind: The sale of shares reported in the Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 19, 2017. F2 · kind: These transactions were executed in multiple trades at prices ranging from $13.46 to $13.55. The prices reported reflect the weighted average sale price on the transaction date. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. F3 · balance_after: The beneficial ownership number includes 1,000 shares obtained through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 23:00 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 15,857 | $11.93 | $189,174.01 |
DisclosureSEC source: 0001209191-17-019390 · doc4.xml · nonDerivative · entry 7 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,380,773 F2 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2017. F4 · balance_after: The beneficial ownership number includes 1,000 shares obtainned through the reporting person's involvement in the Company's Employee Stock Purchase Plan. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 23:00 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 58,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019390 · doc4.xml · nonDerivative · entry 6 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,395,630 F3 · kind: On February 25, 2014 (the "Grant Date"), the reporting person was granted performance-based restricted stock units ("PSUs"), the vesting of which was subject to both continued service and a performance measure of a combination of 50% non-GAAP adjusted EBITDA and 50% non-GAAP revenue targets being attained for successive one-year, two-year and three-year performance periods commencing on the Grant Date. The acquisition of shares of the Issuer's common stock represents the vesting of PSUs for the three-year performance period ending three years from the Grant 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.