Jeffrey Folick - 03 Jan 2021 Form 4 Insider Report for Bright Health Group Inc. (NEUE)

Reporting relationship: Director
Issuer ticker: NEUE
Reported as of: 03 Jan 2021
Net transaction value: +$35,671
SEC form: 4
Accepted by SEC: 30 Jun 2021, 21:25:15 UTC
Next SEC filing: 24 Jun 2021
Source filing: View source filing
Reporting owner signature: /s/ Eric Halverson for Jeffrey Folick, Attorney-in-Fact

Key filing fact

Jeffrey Folick filed Form 4 for Bright Health Group Inc. (NEUE) on 30 Jun 2021.

Key facts

This page summarizes Jeffrey Folick's Form 4 filing for Bright Health Group Inc. (NEUE).
16 reported transactions and 8 derivative rows are listed below.
Accepted by SEC: 30 Jun 2021, 21:25.

Change

No earlier filing in this sequence is available for direct comparison.
Current net transaction value: +$35,671.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BHG transaction

Common Stock

Options Exercise

Transaction value: $7,135
Shares: +11,385
Change %: +0.96%
Price: $0.6267^*
Shares after: 1,196,247
Date: 03 Jan 2021
Ownership: Direct
Footnotes: F1

BHG transaction

Common Stock

Options Exercise

Transaction value: $14,268
Shares: +22,767
Change %: +1.9%
Price: $0.6267^*
Shares after: 1,219,014
Date: 03 Mar 2021
Ownership: Direct

BHG transaction

Common Stock

Options Exercise

Transaction value: $7,133
Shares: +11,382
Change %: +0.93%
Price: $0.6267^*
Shares after: 1,230,396
Date: 03 Apr 2021
Ownership: Direct

BHG transaction

Common Stock

Options Exercise

Transaction value: $7,135
Shares: +11,385
Change %: +0.93%
Price: $0.6267^*
Shares after: 1,241,781
Date: 03 May 2021
Ownership: Direct

BHG transaction

Common Stock

Conversion of derivative security

Transaction value
Shares: +106,271
Change %: +8.6%
Price
Shares after: 1,348,052
Date: 28 Jun 2021
Ownership: Direct
Footnotes: F2

BHG transaction

Common Stock

Conversion of derivative security

Transaction value
Shares: +92,823
Change %: +6.9%
Price
Shares after: 1,440,875
Date: 28 Jun 2021
Ownership: Direct
Footnotes: F3

BHG transaction

Common Stock

Conversion of derivative security

Transaction value
Shares: +96,237
Change %: +6.7%
Price
Shares after: 1,537,112
Date: 28 Jun 2021
Ownership: Direct
Footnotes: F3

BHG transaction

Common Stock

Conversion of derivative security

Transaction value
Shares: +39,933
Change %: +2.6%
Price
Shares after: 1,577,045
Date: 28 Jun 2021
Ownership: Direct
Footnotes: F3

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

BHG transaction Derivative

Stock Options (Right to Buy)

Options Exercise

Transaction value: $0
Shares: -11,385
Change %: -6.3%
Price: $0.000000
Shares after: 170,754
Date: 03 Jan 2021
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 11,385
Exercise price: $0.6267
Footnotes: F2

BHG transaction Derivative

Stock Options (Right to Buy)

Options Exercise

Transaction value: $0
Shares: -22,767
Change %: -13%
Price: $0.000000
Shares after: 147,987
Date: 03 Mar 2021
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 22,767
Exercise price: $0.6267
Footnotes: F2

BHG transaction Derivative

Stock Options (Right to Buy)

Options Exercise

Transaction value: $0
Shares: -11,382
Change %: -7.7%
Price: $0.000000
Shares after: 136,605
Date: 03 Apr 2021
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 11,382
Exercise price: $0.6267
Footnotes: F2

BHG transaction Derivative

Stock Options (Right to Buy)

Options Exercise

Transaction value: $0
Shares: -11,385
Change %: -8.3%
Price: $0.000000
Shares after: 125,220
Date: 03 May 2021
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 11,385
Exercise price: $0.6267
Footnotes: F2

BHG transaction Derivative

Series A Preferred Stock

Conversion of derivative security

Transaction value: $0
Shares: -156,570
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 28 Jun 2021
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 106,271
Exercise price
Footnotes: F3

BHG transaction Derivative

Series B Preferred Stock

Conversion of derivative security

Transaction value: $0
Shares: -30,941
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 28 Jun 2021
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 92,823
Exercise price
Footnotes: F4

BHG transaction Derivative

Series C Preferred Stock

Conversion of derivative security

Transaction value: $0
Shares: -32,079
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 28 Jun 2021
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 96,237
Exercise price
Footnotes: F4

BHG transaction Derivative

Series D Preferred Stock

Conversion of derivative security

Transaction value: $0
Shares: -13,311
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 28 Jun 2021
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 39,933
Exercise price
Footnotes: F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Reflects 1-for-3 forward stock split effected on June 2, 2021.

Footnote F2

These stock options vest over four years as follows: (a) 25% vested on April 3, 2019 (one year after the grant date), and (b) 1/48 of the original grant amount (of 546,411) vests in monthly installments for the following three years.

Footnote F3

Each share of the Issuer's Series A Preferred Stock converted into shares of the Issuer's common stock on a 1:0.67874873 basis immediately prior to the closing of the Issuer's initial public offering. These preferred shares had no expiration date.

Footnote F4

Each share of the Issuer's Preferred Stock Series, B, C and D converted into shares of Common Stock on a 1:3 basis immediately prior to the closing of the Issuer's initial public offering. These preferred shares had no expiration date.