Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Option Care Health, Inc.OPCH · Entity 4126 | Director | May 15, 2024 | May 17, 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.
Option Care Health, Inc.
Report date May 15, 2024 · Filed May 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectThrough John J. Arlotta Living Trust | 71,009 |
Reported balance
After 2024-05-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-05-15 · Grant · Acquired 9,150 · Balance 71,009 F1: The reporting person received an award of restricted stock units on May 15, 2024, which vest in equal installments on each of the first, second and third anniversaries of the grant date. The number of restricted stock units granted was calculated to reflect $275,000 of value based on the closing price of the issuer's common stock on May 15, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received an award of restricted stock units on May 15, 2024, which vest in equal installments on each of the first, second and third anniversaries of the grant date. The number of restricted stock units granted was calculated to reflect $275,000 of value based on the closing price of the issuer's common stock on May 15, 2024.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Express Scripts Holding Co.
Report date December 20, 2018 · Filed December 21, 2018
Section 16 reporting ended · disclosed 2018-12-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-12-20 transaction · row 1
1 source rowRow 1 · 2018-12-20 · Disposition to issuer · Disposed 6,688 · Balance 0 F1: Pursuant to the agreement and plan of merger ("Merger Agreement") between the Issuer and Cigna Corporation, Halfmoon Parent, Inc., Halfmoon I, Inc. and Halfmoon II, Inc., upon closing of the merger of Halfmoon II, Inc. with and into the Issuer (the "Merger"), each common share of the Issuer was converted into the right to receive 0.2434 shares of Halfmoon Parent, Inc. common stock and $48.75 in cash. Each restricted stock unit was converted into a unit with respect to common stock of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the agreement and plan of merger ("Merger Agreement") between the Issuer and Cigna Corporation, Halfmoon Parent, Inc., Halfmoon I, Inc. and Halfmoon II, Inc., upon closing of the merger of Halfmoon II, Inc. with and into the Issuer (the "Merger"), each common share of the Issuer was converted into the right to receive 0.2434 shares of Halfmoon Parent, Inc. common stock and $48.75 in cash. Each restricted stock unit was converted into a unit with respect to common stock of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| May 15, 2024 Filed May 17, 2024 21:03 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock | 9,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-017520 · rdgdoc.xml · nonDerivative · entry 1 ARLOTTA JOHN · CIK 0001266153 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Through John J. Arlotta Living Trust Disclosed balance after: 71,009 F1 · shares: The reporting person received an award of restricted stock units on May 15, 2024, which vest in equal installments on each of the first, second and third anniversaries of the grant date. The number of restricted stock units granted was calculated to reflect $275,000 of value based on the closing price of the issuer's common stock on May 15, 2024. Read SEC document |
| May 17, 2023 Filed Jun 7, 2023 20:31 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock | 8,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-016887 · rdgdoc.xml · nonDerivative · entry 1 ARLOTTA JOHN · CIK 0001266153 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Through John J. Arlotta Living Trust Disclosed balance after: 61,859 F1 · shares: The reporting person received an award of restricted stock units on May 17, 2023, which vest in equal installments on each of the first, second and third anniversaries of the grant date. The number of restricted stock units granted was calculated to reflect $245,000 of value based on the closing price of the issuer's common stock on May 17, 2023. Read SEC document |
| May 20, 2022 Filed May 24, 2022 22:11 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock, par value $0.0001 | 8,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015479 · form4.xml · nonDerivative · entry 1 ARLOTTA JOHN · CIK 0001266153 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through John J. Arlotta Living Trust Disclosed balance after: 53,165 F1 · price: The reporting person received an award of restricted stock units on May 20, 2022. The number of restricted stock units granted was calculated to reflect $245,000 of value based on the closing price of the issuer's common stock on May 19, 2022. Read SEC document |
| May 26, 2021 Filed May 28, 2021 20:08 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock, par value $0.0001 | 13,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-074147 · tm2117815-5_4seq1.xml · nonDerivative · entry 1 ARLOTTA JOHN · CIK 0001266153 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through John J. Arlotta Living Trust Disclosed balance after: 44,684 F1 · shares: The reporting person received an award of restricted stock units on May 26, 2021. The number of restricted stock units granted was calculated to reflect $245,000 of value based on the closing price of the issuer's common stock on May 19, 2021, the date of the annual meeting at which directors were elected. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 20:39 UTC | Option Care Health, Inc. OPCH · Entity 4126 | GrantCommon Stock, par value $0.0001 | 15,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-076445 · a4.xml · nonDerivative · entry 1 ARLOTTA JOHN · CIK 0001266153 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through John J. Arlotta Living Trust Disclosed balance after: 30,833 F1 · shares: The reporting person received an award of restricted stock units on June 22, 2020. The number of restricted stock units granted was calculated to reflect $207,500 of value based on the closing price of the issuer's common stock on May 22, 2020, the date of the annual meeting at which directors were elected. Read SEC document |
| December 11, 2019 Filed Dec 11, 2019 21:58 UTC | Option Care Health, Inc. BIOS · Entity 4126 | GrantCommon Stock, par value $0.0001 | 61,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-071883 · tm1924596d6_4.xml · nonDerivative · entry 1 ARLOTTA JOHN · CIK 0001266153 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through John J. Arlotta Living Trust Disclosed balance after: 61,940 Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 16:15 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | Disposition to issuerCommon Stock | 6,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-18-000669 · edgar.xml · nonDerivative · entry 1 ARLOTTA JOHN · CIK 0001266153 · CEO, eviCore healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Pursuant to the agreement and plan of merger ("Merger Agreement") between the Issuer and Cigna Corporation, Halfmoon Parent, Inc., Halfmoon I, Inc. and Halfmoon II, Inc., upon closing of the merger of Halfmoon II, Inc. with and into the Issuer (the "Merger"), each common share of the Issuer was converted into the right to receive 0.2434 shares of Halfmoon Parent, Inc. common stock and $48.75 in cash. Each restricted stock unit was converted into a unit with respect to common stock of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 18:31 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | GrantCommon Stock | 6,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-18-000238 · edgar.xml · nonDerivative · entry 1 ARLOTTA JOHN · CIK 0001266153 · CEO, eviCore healthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,688 F1 · price: Grant of restricted stock units pursuant to Express Scripts Holding Company 2016 Long-Term Incentive Plan. Awards vest in three equal installments on February 28, 2019, February 28, 2020, and February 28, 2021. 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.