Key facts
Extracted from this filing and checked against the source text.
Debt Financings
SEC 8-K Item 2.03/2.04
confidence 0.9
Tabula Rasa HealthCare, Inc. incurred term loan of $275 million with Midcap Financial Trust maturing sixth anniversary of the Closing Date.
- Instrument
- term loan
- Principal
- $275 million
- Counterparty
- Midcap Financial Trust
- Maturity
- sixth anniversary of the Closing Date
- Event
- incurrence
Exact text from the filing
a term loan facility in an aggregate principal amount of $275 million, maturing on the sixth anniversary of the Closing Date
View on SEC.gov
Debt Financings
SEC 8-K Item 2.03/2.04
confidence 0.9
Tabula Rasa HealthCare, Inc. incurred revolving credit of $30 million with Midcap Financial Trust maturing sixth anniversary of the Closing Date.
- Instrument
- revolving credit
- Principal
- $30 million
- Counterparty
- Midcap Financial Trust
- Maturity
- sixth anniversary of the Closing Date
- Event
- incurrence
Exact text from the filing
a revolving credit facility in an aggregate committed principal amount of $30 million, including both a letter of credit sub facility and a swingline loan sub facility, maturing on the sixth anniversary of the Closing Date
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Joseph Anderson was elected as Director at Tabula Rasa HealthCare, Inc..
- Action
- elected
- Role
- Director
Exact text from the filing
elected John Figueroa, Christopher Corey and Joseph Anderson to serve as directors of the Company
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Derek C. Schrier resigned as Director at Tabula Rasa HealthCare, Inc..
- Action
- resigned
- Role
- Director
Exact text from the filing
Effective upon the consummation of the Merger, each of Brian W. Adams, Dr. Samira Beckwith, Dr. Dennis Helling, Ronald Mitchell, Kathrine O’Brien, Michael Purcell, Derek C. Schrier, Jonathan D. Schwartz and RADM Pamela Schweitzer resigned from the Board of Directors of the Company
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
John Figueroa was elected as Director at Tabula Rasa HealthCare, Inc..
- Action
- elected
- Role
- Director
Exact text from the filing
elected John Figueroa, Christopher Corey and Joseph Anderson to serve as directors of the Company
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Christopher Corey was elected as Director at Tabula Rasa HealthCare, Inc..
- Action
- elected
- Role
- Director
Exact text from the filing
elected John Figueroa, Christopher Corey and Joseph Anderson to serve as directors of the Company
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Michael Purcell resigned as Director at Tabula Rasa HealthCare, Inc..
- Action
- resigned
- Role
- Director
Exact text from the filing
Effective upon the consummation of the Merger, each of Brian W. Adams, Dr. Samira Beckwith, Dr. Dennis Helling, Ronald Mitchell, Kathrine O’Brien, Michael Purcell, Derek C. Schrier, Jonathan D. Schwartz and RADM Pamela Schweitzer resigned from the Board of Directors of the Company
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Dr. Samira Beckwith resigned as Director at Tabula Rasa HealthCare, Inc..
- Action
- resigned
- Role
- Director
Exact text from the filing
Effective upon the consummation of the Merger, each of Brian W. Adams, Dr. Samira Beckwith, Dr. Dennis Helling, Ronald Mitchell, Kathrine O’Brien, Michael Purcell, Derek C. Schrier, Jonathan D. Schwartz and RADM Pamela Schweitzer resigned from the Board of Directors of the Company
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
RADM Pamela Schweitzer resigned as Director at Tabula Rasa HealthCare, Inc..
- Action
- resigned
- Role
- Director
Exact text from the filing
Effective upon the consummation of the Merger, each of Brian W. Adams, Dr. Samira Beckwith, Dr. Dennis Helling, Ronald Mitchell, Kathrine O’Brien, Michael Purcell, Derek C. Schrier, Jonathan D. Schwartz and RADM Pamela Schweitzer resigned from the Board of Directors of the Company
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Brian W. Adams resigned as Director at Tabula Rasa HealthCare, Inc..
- Action
- resigned
- Role
- Director
Exact text from the filing
Effective upon the consummation of the Merger, each of Brian W. Adams, Dr. Samira Beckwith, Dr. Dennis Helling, Ronald Mitchell, Kathrine O’Brien, Michael Purcell, Derek C. Schrier, Jonathan D. Schwartz and RADM Pamela Schweitzer resigned from the Board of Directors of the Company
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Kathrine O’Brien resigned as Director at Tabula Rasa HealthCare, Inc..
- Action
- resigned
- Role
- Director
Exact text from the filing
Effective upon the consummation of the Merger, each of Brian W. Adams, Dr. Samira Beckwith, Dr. Dennis Helling, Ronald Mitchell, Kathrine O’Brien, Michael Purcell, Derek C. Schrier, Jonathan D. Schwartz and RADM Pamela Schweitzer resigned from the Board of Directors of the Company
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Ronald Mitchell resigned as Director at Tabula Rasa HealthCare, Inc..
- Action
- resigned
- Role
- Director
Exact text from the filing
Effective upon the consummation of the Merger, each of Brian W. Adams, Dr. Samira Beckwith, Dr. Dennis Helling, Ronald Mitchell, Kathrine O’Brien, Michael Purcell, Derek C. Schrier, Jonathan D. Schwartz and RADM Pamela Schweitzer resigned from the Board of Directors of the Company
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Jonathan D. Schwartz resigned as Director at Tabula Rasa HealthCare, Inc..
- Action
- resigned
- Role
- Director
Exact text from the filing
Effective upon the consummation of the Merger, each of Brian W. Adams, Dr. Samira Beckwith, Dr. Dennis Helling, Ronald Mitchell, Kathrine O’Brien, Michael Purcell, Derek C. Schrier, Jonathan D. Schwartz and RADM Pamela Schweitzer resigned from the Board of Directors of the Company
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Dr. Dennis Helling resigned as Director at Tabula Rasa HealthCare, Inc..
- Action
- resigned
- Role
- Director
Exact text from the filing
Effective upon the consummation of the Merger, each of Brian W. Adams, Dr. Samira Beckwith, Dr. Dennis Helling, Ronald Mitchell, Kathrine O’Brien, Michael Purcell, Derek C. Schrier, Jonathan D. Schwartz and RADM Pamela Schweitzer resigned from the Board of Directors of the Company
View on SEC.gov
Governance Changes
SEC 8-K Item 5.03/5.05/5.06
confidence 0.9
Tabula Rasa HealthCare, Inc.: Bylaws amended and restated in connection with the Merger (effective 2023-11-03).
- Change
- bylaw amendment
- Effective
- 2023-11-03
Exact text from the filing
bylaws of the Company were each amended and restated in their entirety
View on SEC.gov
M&A Transactions
SEC 8-K Item 2.01/5.01
confidence 0.9
Tabula Rasa HealthCare, Inc. underwent a change of control involving Locke Buyer, LLC for $10.50 per share (closed 2023-11-03).
- Action
- change of control
- Counterparty
- Locke Buyer, LLC
- Consideration
- $10.50 per share
- Closing
- 2023-11-03
Exact text from the filing
reference in respect of a holder’s conversion rights to a share of Company Common Stock in the Indenture will be deemed a reference to a right to receive a cash amount equal to $10.50. Credit Agreement In addition, on the Closing Date, affiliates of Parent entered into the Credit Agreement (the “ Credit Agreement ”) by and among CPRx Intermediate Holdings,
View on SEC.gov
Material Agreements
SEC 8-K Item 1.01/1.02
confidence 0.9
Tabula Rasa HealthCare, Inc. terminated 2026 Convertible Note Hedge Transactions and 2026 Warrant Transactions with Bank of America, N.A. and Citibank, N.A..
- Action
- termination
- Counterparty
- Bank of America, N.A. and Citibank, N.A.
Exact text from the filing
the Company and the 2026 Option Counterparties agreed to terminate all outstanding 2026 Convertible Note Hedge Transactions and 2026 Warrant Transactions effective as of the Closing Date, resulting in a de minimis payment to the Company.
View on SEC.gov
Material Agreements
SEC 8-K Item 1.01/1.02
confidence 0.9
Tabula Rasa HealthCare, Inc. entered into Supplemental Indenture with U.S. Bank Trust Company, National Association.
- Action
- entry
- Agreement
- notes offering
- Counterparty
- U.S. Bank Trust Company, National Association
Exact text from the filing
on the Closing Date, the Company and U.S. Bank Trust Company, National Association (as successor-in-interest to U.S. Bank National Association), as trustee (the “ Trustee ”), entered into the supplemental indenture (the “ Supplemental Indenture ”) to the indenture, dated as of February 12, 2019, between the Company and the Trustee (the “ Indenture ”) governing the Company’s 1.75% Convertible Senior Subordinated Notes due 2026 (the “ 2026 Convertible Notes ”).
View on SEC.gov
Material Agreements
SEC 8-K Item 1.01/1.02
confidence 0.9
Tabula Rasa HealthCare, Inc. entered into Credit Agreement with Midcap Financial Trust, as administrative agent, and the lenders party thereto valued at $275 million term loan facility and $30 million revolving credit facility.
- Action
- entry
- Agreement
- credit facility
- Counterparty
- Midcap Financial Trust, as administrative agent, and the lenders party thereto
- Value
- $275 million term loan facility and $30 million revolving credit facility
Exact text from the filing
on the Closing Date, affiliates of Parent entered into the Credit Agreement (the “ Credit Agreement ”) by and among CPRx Intermediate Holdings, LLC, as a guarantor, CPRx Parent Holdings, LLC, as a guarantor, ExactCare Parent, Inc., as administrative borrower, CPRX Midco, Inc., as a borrower, the subsidiary guarantors party thereto from time to time, the lenders party thereto from time to time, the L/C issuers party thereto from time to time, Midcap Financial Trust, as administrative agent, L/C issuer and swing line lender, governing the senior secured credit facilities, which include (i) a term loan facility in an aggregate principal amount of $275 million, maturing on the sixth anniversary of the Closing Date and (ii) a revolving credit facility in an aggregate committed principal amount of $30 million, including both a letter of credit sub facility and a swingline loan sub facility, maturing on the sixth anniversary of the Closing Date.
View on SEC.gov
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