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 |
|---|---|---|---|---|---|---|
| March 06, 2017 Filed Mar 8, 2017 23:00 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 16,919 | $11.93 | $201,843.67 |
DisclosureSEC source: 0001209191-17-019390 · doc4.xml · nonDerivative · entry 5 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,337,099 F2 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2017. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 23:00 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 7,082 | $11.93 | $84,488.26 |
DisclosureSEC source: 0001209191-17-019390 · doc4.xml · nonDerivative · entry 4 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,354,018 F2 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2017. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 23:00 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 14,362 | $11.93 | $171,338.66 |
DisclosureSEC source: 0001209191-17-019390 · doc4.xml · nonDerivative · entry 3 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,361,100 F2 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2017. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 23:00 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 28,215 | $11.93 | $336,604.95 |
DisclosureSEC source: 0001209191-17-019390 · doc4.xml · nonDerivative · entry 2 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,375,462 F2 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of performance stock units on March 6, 2017. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 23:00 UTC | Veradigm Inc. MDRX · Entity 13670 | GrantCommon Stock | 209,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019390 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,403,677 F1 · kind: Award of service-based Restricted Stock Units granted under the Allscripts Healthcare Solutions, Inc. 2011 Stock Incentive Plan on March 6, 2017(the "Grant Date"). The award vests 33% per year on each of the first three anniversaries of the Grant Date, subject to achievement of a performance goal for the period ending December 31, 2017. Read SEC document |
| January 02, 2017 Filed Jan 4, 2017 22:15 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 456 | $10.21 | $4,655.76 |
DisclosureSEC source: 0001209191-17-001180 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,194,080 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on January 2, 2017. Read SEC document |
| December 24, 2016 Filed Dec 27, 2016 22:19 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 29,213 | $10.54 | $307,905.02 |
DisclosureSEC source: 0001209191-16-156830 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,194,536 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on December 24, 2016. Read SEC document |
| October 01, 2016 Filed Oct 5, 2016 21:02 UTC | Veradigm Inc. MDRX · Entity 13670 | Tax withholdingCommon Stock | 616 | $13.17 | $8,112.72 |
DisclosureSEC source: 0001209191-16-145043 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,176,393 F1 · kind: Withholding shares solely to cover withholding tax liabilities in connection with the vesting of restricted stock units on October 1, 2016. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:51 UTC | Veradigm Inc. MDRX · Entity 13670 | SaleCommon Stock | 15,000 | $13.00 | $195,000.00 |
DisclosureSEC source: 0001209191-16-141814 · doc4.xml · nonDerivative · entry 1 Black Paul · CIK 0001511354 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,177,009 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 December 11, 2015. 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.