Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIORA THERAPEUTICS, INC.BIOR · Entity 85047 | Director | June 05, 2024 | June 06, 2024 |
| Elevance Health, Inc.ANTM · Entity 2934 | EVP, IngenioRx & Anthem Health | October 01, 2021 | October 04, 2021 |
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.
BIORA THERAPEUTICS, INC.
Report date June 05, 2024 · Filed June 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,546 |
Reported balance
After 2024-06-05 transaction · row 1
1 source rowRow 1 · 2024-06-05 · Grant · Acquired 12,500 · Balance 31,546 F1: Represents 12,500 restricted stock units, which vest in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2025 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.70 · Expires 2034-06-05 | Direct | 12,500 |
Reported balance
After 2024-06-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-05 · Grant · Acquired 12,500 · Balance 12,500 F2: This option represents the right to purchase 12,500 shares of the Issuer's common stock, and vests in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2025 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 12,500 restricted stock units, which vest in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2025 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer.
F2: This option represents the right to purchase 12,500 shares of the Issuer's common stock, and vests in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2025 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer.
Elevance Health, Inc.
Report date October 01, 2021 · Filed October 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,107 |
Reported balance
After 2021-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-10-01 · Tax withholding · Disposed 311 · Balance 5,107 F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. F2: Includes 22.60 shares acquired under the Anthem, Inc. Employee Stock Purchase Plan, in transactions exempt under Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.
F2: Includes 22.60 shares acquired under the Anthem, Inc. Employee Stock Purchase Plan, in transactions exempt under Rule 16b-3.
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 |
|---|---|---|---|---|---|---|
| June 05, 2024 Filed Jun 6, 2024 16:33 UTC | BIORA THERAPEUTICS, INC. BIOR · Entity 85047 | GrantStock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $0.70 | $0.00 |
DisclosureSEC source: 0000950170-24-069926 · ownership.xml · derivative · entry 2 Alter Jeffrey D. · CIK 0001813868 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2034-06-05 F2 · derivative.exercise_date: This option represents the right to purchase 12,500 shares of the Issuer's common stock, and vests in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2025 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| June 05, 2024 Filed Jun 6, 2024 16:33 UTC | BIORA THERAPEUTICS, INC. BIOR · Entity 85047 | GrantCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-069926 · ownership.xml · nonDerivative · entry 1 Alter Jeffrey D. · CIK 0001813868 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,546 F1 · shares: Represents 12,500 restricted stock units, which vest in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2025 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 16:05 UTC | BIORA THERAPEUTICS, INC. BIOR · Entity 85047 | GrantStock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0000950170-23-028595 · ownership.xml · derivative · entry 2 Alter Jeffrey D. · CIK 0001813868 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2033-06-14 F2 · derivative.exercise_date: This option represents the right to purchase 12,500 shares of the Issuer's common stock, and vests in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2024 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 16:05 UTC | BIORA THERAPEUTICS, INC. BIOR · Entity 85047 | GrantCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-028595 · ownership.xml · nonDerivative · entry 1 Alter Jeffrey D. · CIK 0001813868 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,046 F1 · shares: Represents 12,500 restricted stock units, which vest in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2024 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 16:05 UTC | BIORA THERAPEUTICS, INC. BIOR · Entity 85047 | Disposition to issuerSeries X Preferred Stock | 65 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-000961 · doc4.xml · nonDerivative · entry 1 Alter Jeffrey D. · CIK 0001813868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: On November 10, 2022, the Company's board of directors (the "Board") declared a dividend of one one-thousandth of a share of Series X Preferred Stock, par value $0.001 per share (the "Preferred Stock"), for each outstanding share of common stock to common stockholders of record at 5:00 p.m. Eastern Time on November 21, 2022, in a transaction exempt from Section 16 under Rule 16a-9. The shares of Preferred Stock were distributed on November 21, 2022. As a result, the Reporting Person received the shares of Preferred Stock set forth above. The Preferred Stock was not convertible into, or exchangeable for, shares of any other class or series of stock or other securities of the Company. F2 · shares: On January 3, 2023, in connection with the Company's reverse stock split for the common stock, the shares of Preferred Stock were redeemed automatically in accordance with the certificate of designation of the Preferred Stock. Each share of Preferred Stock was redeemed in consideration for the right to receive an amount equal to $0.001 in cash (rounded to the nearest cent) for each whole share of Preferred Stock. F2 · price: On January 3, 2023, in connection with the Company's reverse stock split for the common stock, the shares of Preferred Stock were redeemed automatically in accordance with the certificate of designation of the Preferred Stock. Each share of Preferred Stock was redeemed in consideration for the right to receive an amount equal to $0.001 in cash (rounded to the nearest cent) for each whole share of Preferred Stock. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 16:30 UTC | BIORA THERAPEUTICS, INC. BIOR · Entity 85047 | GrantStock Option (Right to Buy) · Derivative | 148,810 | $0.00 Strike: $0.64 | $0.00 |
DisclosureSEC source: 0000899243-22-023091 · doc4.xml · derivative · entry 2 Alter Jeffrey D. · CIK 0001813868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,810 Underlying: Common Stock · 148,810 shares Expires 2032-06-15 F2 · deemedExecutionDate: This option represents the right to purchase 148,810 shares of the Issuer's common stock, which vest in full on the earlier of (1) June 15, 2023 or (2) the date of the Issuer's 2023 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. F2 · derivative.exercise_date: This option represents the right to purchase 148,810 shares of the Issuer's common stock, which vest in full on the earlier of (1) June 15, 2023 or (2) the date of the Issuer's 2023 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 16:30 UTC | BIORA THERAPEUTICS, INC. BIOR · Entity 85047 | GrantCommon Stock | 96,154 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-023091 · doc4.xml · nonDerivative · entry 1 Alter Jeffrey D. · CIK 0001813868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,672 F1 · shares: Represents 96,154 restricted stock units, which vest in full on the earlier of (1) June 15, 2023 or (2) the date of the Issuer's 2023 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 20:30 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 311 | $375.93 | $116,914.23 |
DisclosureSEC source: 0001156039-21-000086 · wf-form4_163337940335465.xml · nonDerivative · entry 1 Alter Jeffrey D. · CIK 0001813868 · EVP, IngenioRx & Anthem Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,107 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. F2 · balance_after: Includes 22.60 shares acquired under the Anthem, Inc. Employee Stock Purchase Plan, in transactions exempt under Rule 16b-3. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 17:57 UTC | BIORA THERAPEUTICS, INC. PROG · Entity 85047 | GrantStock Option (Right to Buy) · Derivative | 51,724 | $0.00 Strike: $3.17 | $0.00 |
DisclosureSEC source: 0000899243-21-024202 · doc4.xml · derivative · entry 2 Alter Jeffrey D. · CIK 0001813868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,724 Underlying: Common Stock · 51,724 shares Expires 2031-06-14 F2 · deemedExecutionDate: This option represents the right to purchase 51,724 shares of the Issuer's common stock, which vest in full on the earlier of (1) June 14, 2022 or (2) the date of the Issuer's 2022 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. F2 · derivative.exercise_date: This option represents the right to purchase 51,724 shares of the Issuer's common stock, which vest in full on the earlier of (1) June 14, 2022 or (2) the date of the Issuer's 2022 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 17:57 UTC | BIORA THERAPEUTICS, INC. PROG · Entity 85047 | GrantCommon Stock | 29,183 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-024202 · doc4.xml · nonDerivative · entry 1 Alter Jeffrey D. · CIK 0001813868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,518 F1 · shares: Represents 29,183 restricted stock units, which vest in full on the earlier of (1) June 14, 2022 or (2) the date of the Issuer's 2022 annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:33 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 10,876 | $0.00 Strike: $311.48 | $0.00 |
DisclosureSEC source: 0001156039-21-000026 · wf-form4_161480714779253.xml · derivative · entry 2 Alter Jeffrey D. · CIK 0001813868 · EVP, IngenioRx & Anthem Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,876 Underlying: Common Stock · 10,876 shares Expires 2031-03-01 F2 · derivative.exercise_date: The option represents a right to purchase a total of 10,876 shares, and is exercisable in three annual installments, with two installments of 3,625 shares each and one installment of 3,626 shares, beginning on 3/1/2022, which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:33 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-21-000026 · wf-form4_161480714779253.xml · nonDerivative · entry 1 Alter Jeffrey D. · CIK 0001813868 · EVP, IngenioRx & Anthem Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,395 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 883 shares each on 3/1/2022, 3/1/2023 and 3/1/2024. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 19:27 UTC | BIORA THERAPEUTICS, INC. PROG · Entity 85047 | PurchaseCommon Stock | 20,000 | $4.85 | $97,000.00 |
DisclosureSEC source: 0000899243-20-033933 · doc4.xml · nonDerivative · entry 1 Alter Jeffrey D. · CIK 0001813868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,335 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 10,659 | $0.00 Strike: $270.17 | $0.00 |
DisclosureSEC source: 0001156039-20-000080 · wf-form4_160192988616927.xml · derivative · entry 2 Alter Jeffrey D. · CIK 0001813868 · EVP, IngenioRx & Anthem Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,659 Underlying: Common Stock · 10,659 shares Expires 2030-10-01 F2 · derivative.exercise_date: The option represents a right to purchase a total of 10,659 shares, and is exercisable in three annual installments of 3,553 shares each, beginning on 10/1/2021, which is the one-year anniversary of the option grant date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-20-000080 · wf-form4_160192988616927.xml · nonDerivative · entry 1 Alter Jeffrey D. · CIK 0001813868 · EVP, IngenioRx & Anthem Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,746 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 915 shares each on 10/1/2021 and 10/1/2022, and 916 shares on 10/1/2023. 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.