Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| P3 Health Partners Inc.PIII · Entity 4562 | See remarks. | May 09, 2024 | May 13, 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.
P3 Health Partners Inc.
Report date May 09, 2024 · Filed May 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.73 · Expires 2034-05-09 | Direct | 12,100,000 |
Reported balance
After 2024-05-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-05-09 · Grant · Acquired 12,100,000 · Balance 12,100,000 F1: The option vests and becomes exercisable (i) with respect to 25% of the shares on May 8, 2025, and (ii) as to the remaining 75% of the underlying shares, in substantially equal installments on each three (3)-month anniversary over the three (3)-year period thereafter, subject to the Reporting Person's continued employment through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests and becomes exercisable (i) with respect to 25% of the shares on May 8, 2025, and (ii) as to the remaining 75% of the underlying shares, in substantially equal installments on each three (3)-month anniversary over the three (3)-year period thereafter, subject to the Reporting Person's continued employment through the applicable vesting date.
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 09, 2024 Filed May 13, 2024 16:09 UTC | P3 Health Partners Inc. PIII · Entity 4562 | GrantStock Option (Right to Buy) · Derivative | 12,100,000 | $0.00 Strike: $0.73 | $0.00 |
DisclosureSEC source: 0001628280-24-022884 · wk-form4_1715630941.xml · derivative · entry 1 Coffman Aric · CIK 0002021999 · See remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,100,000 Underlying: Class A Common Stock · 12,100,000 shares Expires 2034-05-09 F1 · derivative.exercise_date: The option vests and becomes exercisable (i) with respect to 25% of the shares on May 8, 2025, and (ii) as to the remaining 75% of the underlying shares, in substantially equal installments on each three (3)-month anniversary over the three (3)-year period thereafter, subject to the Reporting Person's continued employment through the applicable vesting 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.