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Evolent Health Inc

For the period ended Mar 31, 2024. Filed May 10, 2024.

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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Mar 31, 2024 · Filed May 10, 2024

EVH$4.71+2.8%Stored close · as of Nov 9, 2026

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Item 5. Other Information

On February 29, 2024, Seth Blackley, the Company’s Chief Executive Officer and a member of the Company’s Board of Directors, adopted a new trading plan for the sale of securities that is intended to satisfy the affirmative defense conditions of Rule 10b5-1 of the Securities Exchange Act of 1934 (the “Blackley Plan”). The first possible trade date under the Blackley Plan is June 17, 2024 and the end date of the Blackley Plan is December 2, 2024. The aggregate amount of securities that may be sold under the Blackley Plan is 238,462 shares.

On March 1, 2024, John Johnson, the Company’s Chief Financial Officer, adopted a new trading plan for the sale of securities that is intended to satisfy the affirmative defense conditions of Rule 10b5-1 of the Securities Exchange Act of 1934 (the “Johnson Plan”). The first possible trade date under the Johnson Plan is June 10, 2024 and the end date of the Johnson Plan is January 31, 2025. The aggregate amount of securities that may be sold under the Johnson Plan is 54,693 shares.

On March 1, 2024, Daniel McCarthy, the Company’s President, adopted a new trading plan for the sale of securities that is intended to satisfy the affirmative defense conditions of Rule 10b5-1 of the Securities Exchange Act of 1934 (the “McCarthy Plan”). The first possible trade date under the McCarthy Plan is May 31, 2024 and the end date of the McCarthy Plan is February 20, 2025. The aggregate amount of securities that may be sold under the McCarthy Plan is 61,388 shares.

On March 8, 2024, Emily Rafferty, the Company’s Chief Operating Officer, adopted a new trading plan for the sale of securities that is intended to satisfy the affirmative defense conditions of Rule 10b5-1 of the Securities Exchange Act of 1934 (the “Rafferty Plan”). The first possible trade date under the Rafferty Plan is June 17, 2024 and the end date of the Rafferty Plan is December 31, 2024. The aggregate amount of securities that may be sold under the Rafferty Plan is 8,861 shares.

On February 28, 2024, Jonathan Weinberg, the Company’s General Counsel, adopted a new trading plan for the sale of securities that is intended to satisfy the affirmative defense conditions of Rule 10b5-1 of the Securities Exchange Act of 1934 (the “Weinberg Plan”). The first possible trade date under the Weinberg Plan is May 29, 2024 and the end date of the Weinberg Plan is January 31, 2025. The aggregate amount of securities that may be sold under the Weinberg Plan is 58,395 shares.

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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.