Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alignment Healthcare, Inc.ALHC · Entity 4269 | Director | March 13, 2024 | March 15, 2024 |
| Outset Medical, Inc.OM · Entity 7026 | Director | September 14, 2020 | September 15, 2020 |
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.
Alignment Healthcare, Inc.
Report date March 13, 2024 · Filed March 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 124,478 |
Reported balance
After 2024-03-13 transaction · row 1
1 source rowRow 1 · 2024-03-13 · Grant · Acquired 40,000 · Balance 124,478 F1: Represents 40,000 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 40,000 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date.
Outset Medical, Inc.
Report date September 14, 2020 · Filed September 15, 2020
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SOC Telemed, Inc.
Report date April 06, 2022 · Filed April 07, 2022
Section 16 reporting ended · disclosed 2022-04-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-04-06 transaction · row 1
1 source rowRow 1 · 2022-04-06 · Disposition to issuer · Disposed 90,591 · Balance 0 F1: On April 6, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 2, 2022, by and among SOC Telemed, Inc. (the "Issuer"), Spark Parent, Inc. ("Parent") and Spark Merger Sub, Inc. ("Merger Sub"), pursuant to which Merger Sub was merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a direct, wholly owned subsidiary of Parent, each share of the Issuer's Class A Common Stock (other than certain excluded shares) outstanding as of immediately prior to the effective time of the Merger (the "Effective Time") was canceled and automatically converted into the right to receive an amount in cash equal to $3.00 (the "Merger Consideration"), without any interest thereon and subject to any applicable withholding taxes. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $2.48 · Expires 2027-05-10 | Direct | 0 |
Reported balance
After 2022-04-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-04-06 · Disposition to issuer · Disposed 40,476 · Balance 0 F2: These stock options were fully vested as of the Effective Time. Pursuant to the Merger Agreement, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time was, provided that such option had a per share exercise price less than the Merger Consideration, automatically and without any required action on the part of the holder thereof, canceled and converted into the right to receive an amount in cash, without interest, equal to (i) the total number of shares of Class A Common Stock underlying such option multiplied by (ii) the excess of (A) the Merger Consideration over (B) the per share exercise price for such option, subject to applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 6, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 2, 2022, by and among SOC Telemed, Inc. (the "Issuer"), Spark Parent, Inc. ("Parent") and Spark Merger Sub, Inc. ("Merger Sub"), pursuant to which Merger Sub was merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a direct, wholly owned subsidiary of Parent, each share of the Issuer's Class A Common Stock (other than certain excluded shares) outstanding as of immediately prior to the effective time of the Merger (the "Effective Time") was canceled and automatically converted into the right to receive an amount in cash equal to $3.00 (the "Merger Consideration"), without any interest thereon and subject to any applicable withholding taxes.
F2: These stock options were fully vested as of the Effective Time. Pursuant to the Merger Agreement, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time was, provided that such option had a per share exercise price less than the Merger Consideration, automatically and without any required action on the part of the holder thereof, canceled and converted into the right to receive an amount in cash, without interest, equal to (i) the total number of shares of Class A Common Stock underlying such option multiplied by (ii) the excess of (A) the Merger Consideration over (B) the per share exercise price for such option, subject to applicable withholding taxes.
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 13, 2024 Filed Mar 15, 2024 20:00 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004873 · doc4.xml · nonDerivative · entry 1 CARELLA THOMAS J. · CIK 0001477767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,478 F1 · kind: Represents 40,000 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 17:00 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | GrantCommon Stock | 29,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017844 · doc4.xml · nonDerivative · entry 1 CARELLA THOMAS J. · CIK 0001477767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,478 F1 · kind: Represents 29,070 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. Read SEC document |
| April 06, 2022 Filed Apr 7, 2022 16:15 UTC | SOC Telemed, Inc. TLMD · Entity 128175 | Disposition to issuerStock Options · Derivative | 40,476 | Not disclosed Strike: $2.48 | Not disclosed |
DisclosureSEC source: 0001209191-22-023658 · doc4.xml · derivative · entry 2 CARELLA THOMAS J. · CIK 0001477767 · Former Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 40,476 shares Expires 2027-05-10 F2 · price: These stock options were fully vested as of the Effective Time. Pursuant to the Merger Agreement, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time was, provided that such option had a per share exercise price less than the Merger Consideration, automatically and without any required action on the part of the holder thereof, canceled and converted into the right to receive an amount in cash, without interest, equal to (i) the total number of shares of Class A Common Stock underlying such option multiplied by (ii) the excess of (A) the Merger Consideration over (B) the per share exercise price for such option, subject to applicable withholding taxes. F2 · derivative.exercise_date: These stock options were fully vested as of the Effective Time. Pursuant to the Merger Agreement, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time was, provided that such option had a per share exercise price less than the Merger Consideration, automatically and without any required action on the part of the holder thereof, canceled and converted into the right to receive an amount in cash, without interest, equal to (i) the total number of shares of Class A Common Stock underlying such option multiplied by (ii) the excess of (A) the Merger Consideration over (B) the per share exercise price for such option, subject to applicable withholding taxes. Read SEC document |
| April 06, 2022 Filed Apr 7, 2022 16:15 UTC | SOC Telemed, Inc. TLMD · Entity 128175 | Disposition to issuerClass A Common Stock | 90,591 | $3.00 | $271,773.00 |
DisclosureSEC source: 0001209191-22-023658 · doc4.xml · nonDerivative · entry 1 CARELLA THOMAS J. · CIK 0001477767 · Former Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On April 6, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 2, 2022, by and among SOC Telemed, Inc. (the "Issuer"), Spark Parent, Inc. ("Parent") and Spark Merger Sub, Inc. ("Merger Sub"), pursuant to which Merger Sub was merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a direct, wholly owned subsidiary of Parent, each share of the Issuer's Class A Common Stock (other than certain excluded shares) outstanding as of immediately prior to the effective time of the Merger (the "Effective Time") was canceled and automatically converted into the right to receive an amount in cash equal to $3.00 (the "Merger Consideration"), without any interest thereon and subject to any applicable withholding taxes. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 16:50 UTC | Alignment Healthcare, Inc. ALHC · Entity 4269 | GrantCommon Stock | 22,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-017936 · doc4.xml · nonDerivative · entry 1 CARELLA THOMAS J. · CIK 0001477767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,408 F1 · kind: Represents 22,075 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 17:05 UTC | SOC Telemed, Inc. TLMD · Entity 128175 | GrantClass A Common Stock | 21,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-038687 · doc4.xml · nonDerivative · entry 1 CARELLA THOMAS J. · CIK 0001477767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,591 F1 · shares: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs will vest in full on the first to occur of (x) the one-year anniversary of the grant date and (y) the date of the Issuer's next annual meeting of stockholders, subject to the continuous service of the Reporting Person as a member of the Issuer's Board of Directors through such vesting date. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 13:33 UTC | SOC Telemed, Inc. TLMD · Entity 128175 | GrantClass A Common Stock | 37,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002455 · doc4.xml · nonDerivative · entry 1 CARELLA THOMAS J. · CIK 0001477767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,524 F1 · shares: Represents restricted stock units, each of which represents a contingent right to receive one share of the Issuer's Class A Common Stock, of which 1/3rd will vest on January 5 of each of 2022, 2023 and 2024, respectively, subject to the continuous service of the Reporting Person on each vesting date. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:22 UTC | SOC Telemed, Inc. TLMD · Entity 128175 | GrantStock Options · Derivative | 7,885 | Not disclosed Strike: $4.95 | Not disclosed |
DisclosureSEC source: 0001209191-20-056816 · doc4.xml · derivative · entry 6 CARELLA THOMAS J. · CIK 0001477767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,885 Underlying: Common Stock · 7,885 shares Expires 2027-05-10 F8 · price: Received in connection with the Business Combination in exchange for options to acquire 19,486 shares of common stock of Legacy SOC Telemed for $2.00 per share. F6 · derivative.exercise_date: The stock option will vest and become exercisable in full in the event of a change in control of the Issuer, subject to the continuous service of the Reporting Person on such vesting date. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:22 UTC | SOC Telemed, Inc. TLMD · Entity 128175 | GrantStock Options · Derivative | 18,398 | Not disclosed Strike: $2.48 | Not disclosed |
DisclosureSEC source: 0001209191-20-056816 · doc4.xml · derivative · entry 5 CARELLA THOMAS J. · CIK 0001477767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,398 Underlying: Common Stock · 18,398 shares Expires 2027-05-10 F7 · price: Received in connection with the Business Combination in exchange for options to acquire 45,468 shares of common stock of Legacy SOC Telemed for $1.00 per share. F6 · derivative.exercise_date: The stock option will vest and become exercisable in full in the event of a change in control of the Issuer, subject to the continuous service of the Reporting Person on such vesting date. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:22 UTC | SOC Telemed, Inc. TLMD · Entity 128175 | GrantStock Options · Derivative | 9,462 | Not disclosed Strike: $4.95 | Not disclosed |
DisclosureSEC source: 0001209191-20-056816 · doc4.xml · derivative · entry 4 CARELLA THOMAS J. · CIK 0001477767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,462 Underlying: Common Stock · 9,462 shares Expires 2027-05-10 F5 · price: Received in connection with the Business Combination in exchange for options to acquire 23,383 shares of common stock of Legacy SOC Telemed for $2.00 per share. F3 · derivative.exercise_date: The stock option vested and became exercisable as to 1/5th of the total number of shares on May 10, 2018 and thereafter vested and will continue to vest and become exercisable as to 1/5th of the total number of shares in equal annual installments, subject to the continuous service of the Reporting Person on each vesting date. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:22 UTC | SOC Telemed, Inc. TLMD · Entity 128175 | GrantStock Options · Derivative | 22,078 | Not disclosed Strike: $2.48 | Not disclosed |
DisclosureSEC source: 0001209191-20-056816 · doc4.xml · derivative · entry 3 CARELLA THOMAS J. · CIK 0001477767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,078 Underlying: Common Stock · 22,078 shares Expires 2027-05-10 F4 · price: Received in connection with the Business Combination in exchange for options to acquire 54,562 shares of common stock of Legacy SOC Telemed for $1.00 per share. F3 · derivative.exercise_date: The stock option vested and became exercisable as to 1/5th of the total number of shares on May 10, 2018 and thereafter vested and will continue to vest and become exercisable as to 1/5th of the total number of shares in equal annual installments, subject to the continuous service of the Reporting Person on each vesting date. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:22 UTC | SOC Telemed, Inc. TLMD · Entity 128175 | GrantCommon Stock | 7,221 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-056816 · doc4.xml · nonDerivative · entry 2 CARELLA THOMAS J. · CIK 0001477767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,204 F2 · price: Received in connection with the Business Combination in exchange for options to acquire 35,076 shares of common stock of Legacy SOC Telemed for $2.00 per share. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:22 UTC | SOC Telemed, Inc. TLMD · Entity 128175 | GrantCommon Stock | 24,983 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-056816 · doc4.xml · nonDerivative · entry 1 CARELLA THOMAS J. · CIK 0001477767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,983 F1 · price: Received in connection with the Issuer's business combination (the "Business Combination") with Specialists On Call, Inc. ("Legacy SOC Telemed") in accordance with the terms of the Agreement and Plan of Merger dated as of July 29, 2020, among the Issuer (f/k/a Healthcare Merger Corp.), Sabre Merger Sub I, Inc., Sabre Merger Sub II, LLC and Legacy SOC Telemed, in exchange for options to acquire 81,843 shares of common stock of Legacy SOC Telemed for $1.00 per share. 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.