Daniel Joseph McCarthy - 01 Mar 2026 Form 4 Insider Report for Evolent Health, Inc. (EVH)

Reporting relationship: PRESIDENT
Issuer ticker: EVH
Reported as of: 01 Mar 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 04 Mar 2026, 17:53:20 UTC
Prior SEC filing: 03 Jul 2025
Next SEC filing: 06 Jul 2026
Source filing: View source filing
Reporting owner signature: /s/ Jonathan Weinberg, Attorney-in-fact

Key filing fact

Daniel Joseph McCarthy filed Form 4 for Evolent Health, Inc. (EVH) on 04 Mar 2026.

Key facts

This page summarizes Daniel Joseph McCarthy's Form 4 filing for Evolent Health, Inc. (EVH).
5 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 04 Mar 2026, 17:53.

Change

Previous filing in this sequence was filed on 03 Jul 2025.
Current net transaction value: $0.

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

Reporting Owners (1)

CIK 0001946147 Primary reporting owner

McCarthy Daniel Joseph

Relationship: PRESIDENT
Address: C/O EVOLENT HEALTH, INC., 1812 N. MOORE ST., STE. 1705, ARLINGTON
Signature: /s/ Jonathan Weinberg, Attorney-in-fact
Signature date: 04 Mar 2026

Reported non-derivative transactions

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

EVH transaction

Class A Common Stock

Tax liability

Transaction value
Shares: -7,811
Change %: -1.8%
Price: $3.25^*
Shares after: 425,960
Date: 01 Mar 2026
Ownership: Direct
Footnotes: F1, F2

EVH transaction

Class A Common Stock

Award

Transaction value
Shares: +39,281
Change %: +9.2%
Price: $0.000000^*
Shares after: 465,241
Date: 02 Mar 2026
Ownership: Direct
Footnotes: F2, F3

EVH transaction

Class A Common Stock

Tax liability

Transaction value
Shares: -18,192
Change %: -3.9%
Price: $3.58^*
Shares after: 447,049
Date: 02 Mar 2026
Ownership: Direct
Footnotes: F2, F4

EVH transaction

Class A Common Stock

Tax liability

Transaction value
Shares: -24,027
Change %: -5.4%
Price: $3.51^*
Shares after: 423,022
Date: 03 Mar 2026
Ownership: Direct
Footnotes: F1, F2

Reported derivative securities

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

EVH transaction Derivative

Performance-Based Share Unit

Award

Transaction value
Shares: +826,440
Change %
Price: $0.000000^*
Shares after: 826,440
Date: 02 Mar 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 826,440
Exercise price
Footnotes: F5

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote F1

This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units.

Footnote F2

Includes restricted stock units granted under awards reported on Table 1 of Form 4s previously filed with the Securities and Exchange Commission.

Footnote F3

Represents the number of shares received upon the settlement of the performance-based share units (PSUs) awarded to the reporting person on March 1, 2024, following the certification of achievement of specified performance metrics by the Compensation Committee of the Company's Board of Directors on March 2, 2026. The shares underlying the PSU award vested at the conclusion of the performance period on December 31, 2025.

Footnote F4

This number represents shares of Class A Common Stock withheld to satisfy the tax withholding obligation due upon settlement of performance-based share units.

Footnote F5

Represents performance-based share units (PSUs) granted to Mr. McCarthy pursuant to the Evolent Health, Inc. Amended and Restated 2015 Omnibus Incentive Compensation Plan. The PSUs may be earned based on the achievement of certain stock price performance conditions from March 1, 2027 to February 28, 2029, subject to satisfying certain service-based conditions. Each PSU is shown at the target level, and the actual amount earned after completion of the performance period may range from 0% to 250% of the target level.