Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AdaptHealth Corp.AHCO · Entity 5183 | General Counsel | February 05, 2024 | February 07, 2024 |
| ModivCare IncMODV · Entity 76927 | SVP, GC and Secretary | August 31, 2023 | September 05, 2023 |
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.
AdaptHealth Corp.
Report date February 05, 2024 · Filed February 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,072 |
Reported balance
After 2024-02-05 transaction · row 1
1 source rowRow 1 · 2024-02-05 · Grant · Acquired 57,072 · Balance 57,072 F1: These shares represent restricted stock units and will be settled in common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent restricted stock units and will be settled in common stock upon vesting.
ModivCare Inc
Report date August 31, 2023 · Filed September 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,149 |
Reported balance
After 2023-08-31 transaction · row 1
1 source rowRow 1 · 2023-08-31 · Grant · Acquired 2,834 · Balance 4,149 F1: Represents restricted stock units scheduled to vest as follows: (i) 945 shares will vest on August 31, 2024, (ii) 944 shares will vest on August 31, 2025 and (iii) 945 shares will vest on August 31, 2026, in each case, subject to the reporting person's continued employment. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-08-31 | Direct | 4,252 |
Reported balance
After 2023-08-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-08-31 · Grant · Acquired 4,252 · Balance 4,252 F2: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified revenue and Adjusted EBITDA thresholds measured by reference to the issuer's audited financial statements for its fiscal year ending December 31, 2025, subject to the reporting person's continued employment through the vesting date of August 31, 2026. The number of shares of common stock reported assumes a revenue and Adjusted EBITDA performance target achieved that corresponds to a 100% payout level. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units scheduled to vest as follows: (i) 945 shares will vest on August 31, 2024, (ii) 944 shares will vest on August 31, 2025 and (iii) 945 shares will vest on August 31, 2026, in each case, subject to the reporting person's continued employment.
F2: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified revenue and Adjusted EBITDA thresholds measured by reference to the issuer's audited financial statements for its fiscal year ending December 31, 2025, subject to the reporting person's continued employment through the vesting date of August 31, 2026. The number of shares of common stock reported assumes a revenue and Adjusted EBITDA performance target achieved that corresponds to a 100% payout level.
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 |
|---|---|---|---|---|---|---|
| February 05, 2024 Filed Feb 7, 2024 18:59 UTC | AdaptHealth Corp. AHCO · Entity 5183 | GrantCommon Stock | 57,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-011739 · tm245420-4_4seq1.xml · nonDerivative · entry 1 Bush Jonathan B · CIK 0001875191 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,072 F1 · shares: These shares represent restricted stock units and will be settled in common stock upon vesting. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 16:43 UTC | ModivCare Inc MODV · Entity 76927 | GrantPerformance Restricted Stock Units · Derivative | 4,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-025210 · rdgdoc.xml · derivative · entry 2 Bush Jonathan B · CIK 0001875191 · SVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,252 Underlying: Common Stock · 4,252 shares Expires 2026-08-31 F2 · derivative.exercise_price: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified revenue and Adjusted EBITDA thresholds measured by reference to the issuer's audited financial statements for its fiscal year ending December 31, 2025, subject to the reporting person's continued employment through the vesting date of August 31, 2026. The number of shares of common stock reported assumes a revenue and Adjusted EBITDA performance target achieved that corresponds to a 100% payout level. F2 · shares: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified revenue and Adjusted EBITDA thresholds measured by reference to the issuer's audited financial statements for its fiscal year ending December 31, 2025, subject to the reporting person's continued employment through the vesting date of August 31, 2026. The number of shares of common stock reported assumes a revenue and Adjusted EBITDA performance target achieved that corresponds to a 100% payout level. F2 · derivative.exercise_date: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified revenue and Adjusted EBITDA thresholds measured by reference to the issuer's audited financial statements for its fiscal year ending December 31, 2025, subject to the reporting person's continued employment through the vesting date of August 31, 2026. The number of shares of common stock reported assumes a revenue and Adjusted EBITDA performance target achieved that corresponds to a 100% payout level. F2 · derivative.underlying_shares: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified revenue and Adjusted EBITDA thresholds measured by reference to the issuer's audited financial statements for its fiscal year ending December 31, 2025, subject to the reporting person's continued employment through the vesting date of August 31, 2026. The number of shares of common stock reported assumes a revenue and Adjusted EBITDA performance target achieved that corresponds to a 100% payout level. F2 · balance_after: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified revenue and Adjusted EBITDA thresholds measured by reference to the issuer's audited financial statements for its fiscal year ending December 31, 2025, subject to the reporting person's continued employment through the vesting date of August 31, 2026. The number of shares of common stock reported assumes a revenue and Adjusted EBITDA performance target achieved that corresponds to a 100% payout level. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 16:43 UTC | ModivCare Inc MODV · Entity 76927 | GrantCommon Stock | 2,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-025210 · rdgdoc.xml · nonDerivative · entry 1 Bush Jonathan B · CIK 0001875191 · SVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,149 F1 · shares: Represents restricted stock units scheduled to vest as follows: (i) 945 shares will vest on August 31, 2024, (ii) 944 shares will vest on August 31, 2025 and (iii) 945 shares will vest on August 31, 2026, in each case, subject to the reporting person's continued employment. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 16:15 UTC | ModivCare Inc MODV · Entity 76927 | Tax withholdingCommon Stock | 21 | $51.53 | $1,082.13 |
DisclosureSEC source: 0001437749-23-020444 · rdgdoc.xml · nonDerivative · entry 1 Bush Jonathan B · CIK 0001875191 · SVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,315 F1 · shares: Number of shares of common stock withheld to satisfy the reporting person's tax withholding obligations upon vesting of previously reported restricted stock unit award. Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 16:33 UTC | ModivCare Inc MODV · Entity 76927 | GrantPerformance Restricted Stock Units · Derivative | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-007238 · rdgdoc.xml · derivative · entry 1 Bush Jonathan B · CIK 0001875191 · SVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 456 Underlying: Common Stock · 456 shares Expires 2026-03-16 F1 · derivative.exercise_price: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified revenue and Adjusted EBITDA thresholds measured by reference to the issuer's audited financial statements for its fiscal year ending December 31, 2025, subject to the reporting person's continued employment through the vesting date of March 16, 2026. The number of shares of common stock reported assumes a revenue and Adjusted EBITDA performance target achieved that corresponds to a 100% payout level. F1 · shares: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified revenue and Adjusted EBITDA thresholds measured by reference to the issuer's audited financial statements for its fiscal year ending December 31, 2025, subject to the reporting person's continued employment through the vesting date of March 16, 2026. The number of shares of common stock reported assumes a revenue and Adjusted EBITDA performance target achieved that corresponds to a 100% payout level. F1 · derivative.exercise_date: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified revenue and Adjusted EBITDA thresholds measured by reference to the issuer's audited financial statements for its fiscal year ending December 31, 2025, subject to the reporting person's continued employment through the vesting date of March 16, 2026. The number of shares of common stock reported assumes a revenue and Adjusted EBITDA performance target achieved that corresponds to a 100% payout level. F1 · derivative.underlying_shares: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified revenue and Adjusted EBITDA thresholds measured by reference to the issuer's audited financial statements for its fiscal year ending December 31, 2025, subject to the reporting person's continued employment through the vesting date of March 16, 2026. The number of shares of common stock reported assumes a revenue and Adjusted EBITDA performance target achieved that corresponds to a 100% payout level. F1 · balance_after: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified revenue and Adjusted EBITDA thresholds measured by reference to the issuer's audited financial statements for its fiscal year ending December 31, 2025, subject to the reporting person's continued employment through the vesting date of March 16, 2026. The number of shares of common stock reported assumes a revenue and Adjusted EBITDA performance target achieved that corresponds to a 100% payout level. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 16:30 UTC | ModivCare Inc MODV · Entity 76927 | Tax withholdingCommon Stock | 109 | $82.75 | $9,019.75 |
DisclosureSEC source: 0001437749-23-007071 · rdgdoc.xml · nonDerivative · entry 1 Bush Jonathan B · CIK 0001875191 · SVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,336 F1 · shares: Number of shares of common stock withheld to satisfy the reporting person's tax withholding obligations upon vesting of previously reported restricted share award. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:15 UTC | ModivCare Inc MODV · Entity 76927 | Tax withholdingCommon Stock | 45 | $106.88 | $4,809.60 |
DisclosureSEC source: 0001437749-23-003364 · rdgdoc.xml · nonDerivative · entry 1 Bush Jonathan B · CIK 0001875191 · SVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,445 F1 · shares: Number of shares of common stock withheld to satisfy the reporting person's tax withholding obligations upon vesting of previously reported restricted stock unit award. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 16:31 UTC | ModivCare Inc MODV · Entity 76927 | Tax withholdingCommon Stock | 55 | $109.95 | $6,047.25 |
DisclosureSEC source: 0001437749-23-003050 · rdgdoc.xml · nonDerivative · entry 1 Bush Jonathan B · CIK 0001875191 · SVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,490 F1 · shares: Number of shares of common stock withheld to satisfy the reporting person's tax withholding obligations upon vesting of previously reported restricted stock unit award. Read SEC document |
| July 19, 2022 Filed Jul 21, 2022 17:26 UTC | ModivCare Inc MODV · Entity 76927 | Tax withholdingCommon Stock | 23 | $91.70 | $2,109.10 |
DisclosureSEC source: 0001437749-22-017549 · rdgdoc.xml · nonDerivative · entry 1 Bush Jonathan B · CIK 0001875191 · SVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,545 F1 · shares: Number of shares of common stock withheld to satisfy the reporting person's tax withholding obligations upon vesting of previously reported restricted stock unit award. Read SEC document |
| March 15, 2022 Filed May 20, 2022 18:42 UTC | ModivCare Inc MODV · Entity 76927 | Tax withholdingCommon Stock | 110 | $108.79 | $11,966.90 |
DisclosureSEC source: 0001437749-22-013270 · rdgdoc.xml · nonDerivative · entry 2 Bush Jonathan B · CIK 0001875191 · SVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,568 F2 · shares: Number of shares of common stock withheld to satisfy the reporting person's tax withholding obligations upon vesting of previously reported restricted stock award. Read SEC document |
| February 10, 2022 Filed May 20, 2022 18:42 UTC | ModivCare Inc MODV · Entity 76927 | Tax withholdingCommon Stock | 45 | $109.71 | $4,936.95 |
DisclosureSEC source: 0001437749-22-013270 · rdgdoc.xml · nonDerivative · entry 1 Bush Jonathan B · CIK 0001875191 · SVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,678 F1 · shares: Number of shares of common stock withheld to satisfy the reporting person's tax withholding obligations upon vesting of previously reported restricted stock unit award. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:15 UTC | ModivCare Inc MODV · Entity 76927 | GrantPerformance Restricted Stock Units · Derivative | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-003051 · rdgdoc.xml · derivative · entry 3 Bush Jonathan B · CIK 0001875191 · SVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 953 Underlying: Common Stock · Not disclosed shares Expires 2025-02-08 F3 · derivative.exercise_price: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified share price thresholds measured by reference to a volume-weighted average price (VWAP) of the issuer's common stock over a specified period of trading days prior to the expiration date of the award, subject to the reporting person's continued employment. F3 · derivative.exercise_date: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified share price thresholds measured by reference to a volume-weighted average price (VWAP) of the issuer's common stock over a specified period of trading days prior to the expiration date of the award, subject to the reporting person's continued employment. F3 · derivative.underlying_shares: Represents the contingent right to receive a number of shares of issuer common stock determined by multiplying the number of performance units by a percentage from 50% to 200% that corresponds to specified share price thresholds measured by reference to a volume-weighted average price (VWAP) of the issuer's common stock over a specified period of trading days prior to the expiration date of the award, subject to the reporting person's continued employment. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:15 UTC | ModivCare Inc MODV · Entity 76927 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,459 | $0.00 Strike: $110.07 | $0.00 |
DisclosureSEC source: 0001437749-22-003051 · rdgdoc.xml · derivative · entry 2 Bush Jonathan B · CIK 0001875191 · SVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,459 Underlying: Common Stock · 1,459 shares Expires 2027-02-08 F2 · derivative.exercise_date: Option becomes exercisable with respect to: (1) 486 shares on February 8, 2023, (2) 487 shares on February 8, 2024 and (3) 486 shares on February 8, 2025, in each case, subject to the reporting person's continued employment. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:15 UTC | ModivCare Inc MODV · Entity 76927 | GrantCommon Stock | 476 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-003051 · rdgdoc.xml · nonDerivative · entry 1 Bush Jonathan B · CIK 0001875191 · SVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,723 F1 · shares: Represents restricted stock units scheduled to vest as follows: (1) 159 shares will vest on February 8, 2023, (2) 158 shares will vest on February 8, 2024 and (3) 159 shares will vest on February 8, 2025, in each case, subject to the reporting person's continued employment. 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.