Welcome to our dedicated page for Evolent Health SEC filings (Ticker: EVH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Evolent Health filings document the regulatory disclosures of a healthcare services company focused on complex specialty care and value-based care infrastructure. Its 8-K reports cover operating and financial results, material agreements, capital-structure matters, completed subsidiary transactions, and compensation arrangements tied to executive appointments.
Proxy materials disclose annual meeting matters, board oversight, director elections, executive compensation, and governance practices. Other current reports record board and officer transitions, equity incentives, and corporate events affecting Evolent Health, Inc. and its wholly owned subsidiary structure.
BlackRock Portfolio Management LLC reports a significant ownership position in Evolent Health, Inc. Class A stock. As of June 30, 2026, it beneficially owned 6,227,355 shares, representing 5.5% of the outstanding Class A shares.
BlackRock has sole voting power over 5,456,212 shares and sole dispositive power over all 6,227,355 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of Evolent Health’s outstanding common shares.
Evolent Health, Inc. Chief Executive Officer Seth Blackley reported routine equity compensation and related tax withholding in Class A Common Stock. He received an award of 446,102 restricted stock units, granted at $0.00 per share under the Amended and Restated 2015 Omnibus Incentive Compensation Plan, with vesting scheduled at 34% on July 1, 2027 and 33% on July 1, 2028 and July 1, 2029. To cover tax obligations upon vesting of restricted stock units, 10,297 shares were withheld at an indicated value of $5.74 per share. Following these transactions, Blackley directly holds 1,272,767 shares of Class A Common Stock, including previously granted restricted stock units.
Evolent Health’s General Counsel Jonathan Weinberg received a grant of 43,055 restricted stock units of Class A Common Stock on July 1, 2026 under the Amended and Restated 2015 Omnibus Incentive Compensation Plan as part of the annual award cycle. On the same date, 2,650 shares were withheld to cover tax obligations upon vesting of previously granted RSUs. These RSUs vest 34% on July 1, 2027 and 33% on July 1, 2028 and July 1, 2029, and he now directly holds 284,917 shares of Class A Common Stock.
Evolent Health, Inc. president Daniel McCarthy reported equity compensation activity and related tax withholding. He received a grant of 302,585 restricted stock units of Class A Common Stock at no cost, approved by the Compensation Committee under the Amended and Restated 2015 Omnibus Incentive Compensation Plan. The award vests 34% on July 1, 2027, and 33% on July 1, 2028 and July 1, 2029. On the same date, 4,582 shares were withheld to cover tax obligations upon vesting of restricted stock units, a non-market disposition. After these transactions, McCarthy directly holds 721,025 shares of Class A Common Stock, including previously reported restricted stock units.
Shams Aammaad reported acquisition or exercise transactions in this Form 4 filing.
Evolent Health, Inc. reported that Chief Accounting Officer Shams Aammaad received a grant of 28,790 shares of Class A Common Stock in the form of restricted stock units under the Amended and Restated 2015 Omnibus Incentive Compensation Plan. These RSUs vest 34% on July 1, 2027 and 33% on July 1, 2028 and July 1, 2029. After this award, he holds 95,637 shares, including RSUs from prior grants.
Ajayi Toyin reported acquisition or exercise transactions in this Form 4 filing.
Evolent Health, Inc. reported that director Dr. Toyin Ajayi received an equity grant of 41,096 shares of Class A common stock in the form of restricted stock units under the company’s 2015 Omnibus Incentive Compensation Plan. After this award, Dr. Ajayi directly holds 75,170 shares. These restricted stock units vest on the earlier of June 4, 2027, or the date of Evolent Health’s 2027 annual meeting, assuming she continues to serve through the vesting date.
Glass Russell Monroe reported acquisition or exercise transactions in this Form 4 filing.
Evolent Health, Inc. director Russell Monroe Glass reported an equity award of 41,096 shares of Class A Common Stock in the form of restricted stock units granted at $0.00 per share under the company’s 2015 Omnibus Incentive Compensation Plan. These RSUs vest on the earlier of June 4, 2027 or the company’s 2027 annual meeting, subject to his continued service. Following the award, he directly owns 77,347 shares and indirectly holds 6,046 shares through a trust he and his spouse co‑trustee and over which they share voting and dispositive power.
GRUA PETER J reported acquisition or exercise transactions in this Form 4 filing.
Evolent Health, Inc. director Peter J. Grua reported a compensation-related equity grant rather than an open-market trade. He received 41,096 shares of Class A Common Stock in the form of restricted stock units at $0.00 per share under the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. These securities vest on the earlier of June 4, 2027 and the date of the company’s 2027 annual meeting, subject to his continued service. Following the grant, he directly holds 63,075 shares, and a trust for his sole benefit holds an additional 60,668 shares over which he has sole voting and dispositive power.
GUERTIN SHAWN M reported acquisition or exercise transactions in this Form 4 filing.
Evolent Health, Inc. director Shawn M. Guertin received an equity award of 41,096 shares of Class A Common Stock in the form of restricted stock units granted at no cash cost to him. These units were issued under the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.
The restricted stock units vest on the earlier of June 4, 2027, and the date of the company’s 2027 annual meeting, subject to his continued service through the vesting date. Following this award, Guertin directly holds 63,075 shares of Evolent Health Class A Common Stock.
Jelinek Richard M reported acquisition or exercise transactions in this Form 4 filing.
Evolent Health, Inc. director Richard M. Jelinek reported an equity award of Class A common stock. He received 41,096 restricted stock units at no purchase price under the company’s Amended and Restated 2015 Omnibus Incentive Compensation Plan. These units vest on the earlier of June 4, 2027, or the company’s 2027 annual meeting, if he continues serving through that date.
After the award, he holds 77,533 shares of Class A common stock directly, with additional 15,000-share positions shown in each of two trusts as indirect holdings.