Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | AMEH | Common Stock | Gift | $0 | -259K | -52.89% | $0.00 | 231K | Feb 25, 2022 | By Kenneth T & Simone S Sim Family Trust | F1 |
transaction | AMEH | Common Stock | Gift | $0 | -393K | -100% | $0.00* | 0 | Sep 27, 2022 | By grantor retained annuity trust | F2 |
transaction | AMEH | Common Stock | Gift | $0 | -393K | -100% | $0.00* | 0 | Sep 27, 2022 | By wife | F3 |
holding | AMEH | Common Stock | 192K | Feb 25, 2022 | Direct | ||||||
holding | AMEH | Common Stock | 43K | Feb 25, 2022 | By Kenneth T. Sim Pension Plan Trust | F4 | |||||
holding | AMEH | Common Stock | 231K | Feb 25, 2022 | By grantor retained annuity trust | F5 | |||||
holding | AMEH | Common Stock | 11.2M | Feb 25, 2022 | By Allied Physicians of California, A Professional Medical Corporation | F6 |
Id | Content |
---|---|
F1 | These securities are held by the Kenneth T & Simone S Sim Family Trust U/A dated 11/07/2013 (the Family Trust). The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
F2 | On September 17, 2020, the Reporting Person contributed 564,706 shares of AMEH common stock to a grantor retained annuity trust (the KS GRAT) for the benefit of himself and his children. On September 27, 2021 45,838 shares were distributed from the KS GRAT to the Family Trust in satisfaction of an annuity obligation. On September 22, 2022, 126,051 shares were distributed from the KS GRAT to the Family Trust in satisfaction of an annuity obligation. Upon termination of the trust on September 27, 2022, the remaining 392,816 shares were transferred to the children of the Reporting Person. The 171,889 shares previously distributed to the Family Trust will continue to be reported as indirectly owned by the Reporting Person. |
F3 | On September 17, 2020, the spouse of the Reporting Person contributed 564,706 shares of AMEH common stock to a grantor retained annuity trust (the SS GRAT) for the benefit of herself and her children. On September 27, 2021 45,838 shares were distributed from the SS GRAT to the Family Trust in satisfaction of an annuity obligation. On September 22, 2022, 126,051 shares were distributed from the SS GRAT to the Family Trust in satisfaction of an annuity obligation. Upon termination of the trust on September 27, 2022, the remaining 392,816 shares were transferred to the children of the Reporting Person. The 171,889 shares previously distributed to the Family Trust will continue to be reported as indirectly owned by the Reporting Person. |
F4 | These securities are held by the Kenneth T. Sim Pension Plan Trust U.A. dated 12/18/2007. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
F5 | These securities are held by a grantor retained annuity trust for the benefit of the Reporting Person and his children, separate from the KS GRAT referenced in Footnote 2. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
F6 | These securities are beneficially owned by Allied Physicians of California, A Professional Medical Corporation, of which the Reporting Person is a director, officer and shareholder. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |