Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DocGo Inc.DCGO · Entity 7359 | Director | March 15, 2024 | March 18, 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.
DocGo Inc.
Report date March 15, 2024 · Filed March 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,534 |
Reported balance
After 2024-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-15 · Purchase · Acquired 13,500 · Balance 69,534 F1: Reflects 32,946 restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Stock Incentive Plan (the "Plan") that will vest on December 12, 2024. Each RSU represents the right to receive, upon vesting, one share of Common Stock, subject to the terms of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects 32,946 restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Stock Incentive Plan (the "Plan") that will vest on December 12, 2024. Each RSU represents the right to receive, upon vesting, one share of Common Stock, subject to the terms of the Plan.
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 15, 2024 Filed Mar 18, 2024 16:38 UTC | DocGo Inc. DCGO · Entity 7359 | PurchaseCommon Stock | 13,500 | $3.64 | $49,140.00 |
DisclosureSEC source: 0001822359-24-000030 · wk-form4_1710794285.xml · nonDerivative · entry 1 KATZ STEVEN · CIK 0001202928 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,534 F1 · balance_after: Reflects 32,946 restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Stock Incentive Plan (the "Plan") that will vest on December 12, 2024. Each RSU represents the right to receive, upon vesting, one share of Common Stock, subject to the terms of the Plan. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 17:09 UTC | DocGo Inc. DCGO · Entity 7359 | GrantCommon Stock | 32,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001822359-23-000052 · wk-form4_1702591737.xml · nonDerivative · entry 1 KATZ STEVEN · CIK 0001202928 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,034 F1 · shares: Represents restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Stock Incentive Plan (the "Plan") that will vest on December 12, 2024. Each RSU represents the right to receive, upon vesting, one share of Common Stock, subject to the terms of the Plan. F2 · balance_after: Includes 23,088 RSUs granted pursuant to the Plan that will vest on December 15, 2023, subject to the terms of the Plan. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 19:58 UTC | DocGo Inc. DCGO · Entity 7359 | GrantCommon Stock | 23,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-081106 · ownership.xml · nonDerivative · entry 1 KATZ STEVEN · CIK 0001202928 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,088 F1 · shares: Represents restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Stock Incentive Plan (the "Plan"), which will vest on December 15, 2023. Each RSU represents the right to receive, upon vesting, one share of Common Stock, subject to the terms of the Plan. Read SEC document |
| December 07, 2021 Filed Jan 27, 2022 17:07 UTC | DocGo Inc. DCGO · Entity 7359 | GrantOption to purchase Common Stock · Derivative | 79,208 | $0.00 Strike: $8.80 | $0.00 |
DisclosureSEC source: 0001213900-22-004038 · ownership.xml · derivative · entry 1 KATZ STEVEN · CIK 0001202928 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,208 Underlying: Common Stock · 79,208 shares Expires 2031-12-07 F1 · shares: Represents stock options granted pursuant to the Issuer's 2021 Stock Incentive Plan (the "Plan"). F2 · derivative.exercise_date: The shares subject to the stock options vest and become exercisable in three equal annual installments beginning on December 7, 2022 through December 7, 2024, in each case, subject to the terms of the Plan. Read SEC document |
| December 07, 2021 Filed Jan 27, 2022 17:34 UTC | DocGo Inc. DCGO · Entity 7359 | GrantOptions to purchase Common Stock · Derivative | 79,208 | $0.00 Strike: $8.80 | $0.00 |
DisclosureSEC source: 0001213900-22-004080 · ownership.xml · derivative · entry 1 KATZ STEVEN · CIK 0001202928 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,208 Underlying: Common Stock · 79,208 shares Expires 2031-12-07 F1 · shares: Represents stock options granted pursuant to the Issuer's 2021 Stock Incentive Plan (the "Plan"). F2 · derivative.exercise_date: The shares subject to the stock options vest and become exercisable in three equal annual installments beginning on December 7, 2022 through December 7, 2024, in each cash, subject to the terms of the Plan. 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.