Source-grounded facts extracted from Evolent Health, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Evolent Health, Inc. shareholders approved Amendment to the Amended and Restated 2015 Omnibus Incentive Compensation Plan at the 2026-06-04 meeting.
“The Company’s stockholders approved the amendment to the Amended and Restated 2015 Omnibus Incentive Compensation Plan, as set forth below:”
Evolent Health, Inc. shareholders approved Advisory approval of compensation of named executive officers for 2025 at the 2026-06-04 meeting.
“The Company’s stockholders approved the compensation of our named executive officers for 2025 on an advisory basis, as set forth below:”
Evolent Health, Inc. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year ending December 31, 2026 at the 2026-06-04 meeting.
“The Company’s stockholders ratified the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the Company’s fiscal year ending December 31, 2026 as set forth below:”
Evolent Health, Inc. shareholders approved Election of ten director nominees named in the proxy statement to the Board of Directors for a one-year term expiring at the 2027 annual meeting at the 2026-06-04 meeting.
“The Company’s stockholders elected ten director nominees named in the proxy statement to the Board of Directors for a one-year term expiring at the Company’s 2027 annual meeting of stockholders and until their respective successors are duly elected and qualified, as set forth below:”
Evolent Health, Inc. reported quarter ended March 31, 2026 results: revenue $496,246, net income $(26,632).
“March 31, 2026 include (dollars in thousands, except for average PMPM fees and revenue per case): For the Three Months Ended March 31, 2026 2025 Financial Results: Revenue $ 496,246 $ 483,649 Net loss attributable to common shareholders of Evolent Health, Inc. $ (26,632) $ (72,250) Net loss margin (5.4) % (14.9) % Adjusted EBITDA $ 22,067 $ 36,860 Adjusted”
Diane Holder departed as Director at Evolent Health, Inc..
“Diane Holder notified the Board of Directors (the “Board”) of Evolent Health, Inc. (the “Company”) that she will not stand for re-election to the Board at the Company’s annual meeting of stockholders scheduled to be held on June 5, 2025 (the “2025 Annual Meeting”).”
Brendan Springstubb was appointed as Director at Evolent Health, Inc..
“On February 4, 2025, the Board (1) appointed Mr. Springstubb as a director”
M. Bridget Duffy resigned as Director at Evolent Health, Inc..
“On February 3, 2025, M. Bridget Duffy, MD resigned from the Board.”
Evolent Health, Inc. reported the quarter ended March 31, 2024 results: revenue $639.7 million, net income $(25.2) million. Guidance raised.
“Evolent Announces First Quarter 2024 Results • Revenue of $639.7 million, an increase of $212.0 million or 49.6%, from the three months ended March 31, 2023. • Net loss attributable to common shareholders of Evolent Health, Inc. of $(25.2) million and a net loss margin of (3.9)%.”
Evolent Health, Inc. updated its 2024 guidance (initiated).
“Provides initial outlook for 2024 in line with long-term targets”
Evolent Health, Inc. reported the quarter and year ended December 31, 2023 results: revenue $556,055 thousand, $1,963,896 thousand, net income ($41,395) thousand, ($142,260) thousand.
“Evolent Announces Fourth Quarter and Full Year 2023 Results • Full year revenue of $1,963.9 million, 45% growth over 2022 • Net loss attributable to common shareholders of Evolent Health, Inc. of $(142.3) million”
Russell Glass was appointed as Director at Evolent Health, Inc..
“On February 14, 2024, the Board appointed Mr. Russell Glass to the Board with a term expiring at the Company’s 2024 annual meeting of stockholders”
Tunde Sotunde retired as Director at Evolent Health, Inc..
“On February 12, 2024, Dr. Tunde Sotunde retired from the Board of Directors (the “Board”) of Evolent Health, Inc., (the “Company”).”
Evolent Health, Inc. incurred convertible notes of $402.5 million aggregate principal amount of notes were issued at an issue price of 100.00% of par with Goldman Sachs & Co. LLC and Oppenheimer & Co. Inc., as representatives of the several initial purchasers at 3.50% per annum maturing December 1, 2029.
“amount of notes, which the Purchasers exercised in full on December 6, 2023. The closing of the Private Placement of the notes occurred on December 8, 2023 and a total of $402.5 million aggregate principal amount of notes were issued at an issue price of 100.00% of par for net proceeds of approximately $390.2 million, after deducting fees and estimated expenses.”
Evolent Health, Inc. entered into Indenture with U.S. Bank Trust Company, National Association valued at $402.5 million aggregate principal amount (effective 2023-12-08).
“The notes were issued under an Indenture (the “Indenture”) dated as of December 8, 2023 between the Company and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”).”
Evolent Health, Inc. entered into Purchase Agreement with Goldman Sachs & Co. LLC and Oppenheimer & Co. Inc., as representatives of the several initial purchasers valued at $350.0 million aggregate principal amount (effective 2023-12-05).
“On December 5, 2023, Evolent Health, Inc. (the “Company” or “we”) entered into a purchase agreement (the “Purchase Agreement”) with Goldman Sachs & Co. LLC and Oppenheimer & Co. Inc., as representatives of the several initial purchasers listed therein (collectively, the “Purchasers”), relating to the issuance and sale of $350.0 million aggregate principal amount of its 3.50% convertible senior notes due 2029 (the “notes”) in a private placement”
Evolent Health, Inc. updated its the quarter ended September 30, 2023 guidance (raised).
“On November 2, 2023, Evolent Health, Inc. (the " Company ") issued a press release announcing its financial results for the quarter ended September 30, 2023, a copy of which is furnished herewith as Exhibit 99.1.”
Evolent Health, Inc. reported the quarter ended June 30, 2023 results: revenue $469.1 million, net income Net loss attributable to common shareholders of Evolent Health, Inc. of $41.4 million. Guidance raised.
“simpler and more affordable, today announced financial results for the quarter ended June 30, 2023. Highlights from the second quarter 2023 announcement include: • Revenue of $469.1 million, an increase of $149.2 million, or 46.6%, from the three months ended June 30, 2022. • Net loss attributable to common shareholders of Evolent Health, Inc. of $41.4 million”
Dr. Toyin Ajayi was appointed as Director at Evolent Health, Inc..
“On July 26, 2023, the Board of Directors (the “Board”) of Evolent Health, Inc, (the “Company”) appointed Dr. Toyin Ajayi to the Board with a term expiring at the Company’s 2024 annual meeting of stockholders.”
Evolent Health, Inc. shareholders approved Amendment to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan at the 2023-06-08 meeting.
“Proposal 4 The Company’s stockholders approved the amendment to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan, as set forth below: For Against Abstentions Broker Non-Votes 96,632,166 4,123,883 70,375 5,271,272”
Evolent Health, Inc. shareholders approved Advisory approval of the compensation of named executive officers for 2022 at the 2023-06-08 meeting.
“Proposal 3 The Company’s stockholders approved the compensation of our named executive officers for 2022 on an advisory basis, as set forth below: For Against Abstentions Broker Non-Votes 98,899,814 1,875,305 51,305 5,271,272”
Evolent Health, Inc. shareholders approved Ratification of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year ending December 31, 2023 at the 2023-06-08 meeting.
“Proposal 2 The Company’s stockholders ratified the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the Company’s fiscal year ending December 31, 2023, as set forth below: For Against Abstentions 105,998,310 17,515 81,871”
Evolent Health, Inc. shareholders approved Election of nine director nominees at the 2023-06-08 meeting.
“Proposal 1 The Company’s stockholders elected each of the nine director nominees named in the proxy statement to the Board of Directors for a one-year term expiring at the Company’s 2024 annual meeting of stockholders and until their respective successors are duly elected and qualified, as set forth below: For Against Abstentions Broker Non-Votes Craig Barbarosh 92,628,578 8,130,483 67,363 5,271,272 Seth Blackley 100,249,455 512,031 64,938 5,271,272 M. Bridget Duffy, MD 98,022,157 2,736,856 67,411 5,271,272 Peter Grua 100,073,314 685,697 67,413 5,271,272 Diane Holder 92,977,179 7,781,884 67,361 5,271,272 Richard Jelinek 100,401,040 357,986 67,398 5,271,272 Kim Keck 98,212,241 2,546,772 67,411 5,271,272 Cheryl Scott 96,462,765 4,296,263 67,396 5,271,272 Tunde Sotunde, MD 100,245,662 513,433 67,329 5,271,272”
Evolent Health, Inc. reported the quarter ended March 31, 2023 results: revenue $427.7 million, net income Net loss attributable to common shareholders of Evolent Health, Inc. of $26.3 million.
“to payers and providers, today announced financial results for the quarter ended March 31, 2023. Highlights from the first quarter 2023 announcement include: • Revenue of $427.7 million, an increase of $130.6 million, or 44.0%, from the three months ended March 31, 2022. • Net loss attributable to common shareholders of Evolent Health, Inc. of $26.3 million”
Emily Rafferty was appointed as Chief Operating Officer at Evolent Health, Inc..
“On May 3, 2023, the Company’s Board of Directors appointed Emily Rafferty to serve as the Company’s Chief Operating Officer, effective July 3, 2023.”
Steve Tutewohl departed as Chief Operating Officer at Evolent Health, Inc..
“In connection with organizational restructuring, the Company is announcing the departure of Steve Tutewohl, Chief Operating Officer.”
David Farner resigned as Director at Evolent Health, Inc..
“Mr. David Farner, one of UPMC’s two director nominees, offered to tender his resignation from the Company’s Board of Directors (the “Board”). The Board accepted the resignation on April 19, 2023.”
Evolent Health, Inc. reported Full year ended December 31, 2022 results: revenue $1,352.0 million, net income $19.2 million.
“Full year ended December 31, 2022: • Revenue of $1,352.0 million, an increase of $444.1 million, or 48.9%, from the year ended December 31, 2021. • Net loss attributable to common shareholders of Evolent Health, Inc. of $19.2 million resulting in a net loss margin of (1.4)%.”
Evolent Health, Inc. reported Quarter ended December 31, 2022 results: revenue $382.4 million, net income $11.3 million.
“Quarter ended December 31, 2022: • Revenue of $382.4 million, an increase of $134.1 million, or 54.0%, from the three months ended December 31, 2021. • Net loss attributable to common shareholders of Evolent Health, Inc. of $11.3 million resulting in a net loss margin of (3.0)%.”
Evolent Health, Inc.: Filed Certificate of Designation for Series A Preferred Stock, amending the articles of incorporation (effective 2023-01-19).
“Each share of Series A Preferred Stock issued to the Purchasers pursuant to the Securities Purchase Agreement has the powers, designations, preferences, and other rights of the Series A Preferred Stock as are set forth in the Certificate of Designation of the Series A Preferred Stock filed by the Company with the Delaware Secretary of State on January 19, 2023 (the “ Certificate of Designation ”), a copy of which is filed as Exhibit 3.1 hereto and is incorporated herein by reference.”
Evolent Health, Inc. completed an acquisition involving Magellan Health, Inc. and Magellan Healthcare, Inc. for approximately $386.7 million (closed 2023-01-20).
“that were used in the Magellan Specialty Health Division. At Closing, EVH LLC paid cash consideration to Magellan Parent and certain of its affiliates of approximately $386.7 million (which is subject to certain post-Closing adjustments) and issued 8,474,576 shares of the Company’s Class A Common Stock (“ Magellan Class A Shares ”) to Magellan Parent. As”
Evolent Health, Inc. incurred term loan of $240.0 million with Ares Capital Corporation at Adjusted Term SOFR Rate plus 6.00%, or the base rate plus 5.00% maturing sixth anniversary of the Closing Date.
“additional commitments under the Company’s existing term loan facility in an aggregate principal amount equal to $240.0 million”
Evolent Health, Inc. incurred credit facility of $25.0 million with Ares Capital Corporation at Adjusted Term SOFR Rate plus 4.00%, or the base rate plus 3.00% maturing sixth anniversary of the Closing Date.
“additional commitments under the Company’s existing asset-based revolving credit facility in an aggregate principal amount equal to $25.0 million”
Evolent Health, Inc. entered into Securities Purchase Agreement (Series A Convertible Preferred Shares) with the Purchasers listed on Schedule I thereto valued at $168.0 million (effective 2023-01-20).
“In connection with the Closing, on January 20, 2023, the Company entered into a Securities Purchase Agreement (Series A Convertible Preferred Shares) with the Purchasers listed on Schedule I thereto (the “ Securities Purchase Agreement ”) pursuant to which the Company offered and sold to the Purchasers an aggregate 175,000 shares of the Company’s newly created Cumulative Series A Convertible Preferred Shares, par value $0.01 per share (the “ Series A Preferred Stock ”), at a purchase price of $960.00 per share, resulting in total gross proceeds to the Company of $168.0 million.”
Evolent Health, Inc. entered into Amendment No. 1 with Ares Capital Corporation valued at $25.0 million (effective 2023-01-20).
“On January 20, 2023 (the “ Closing Date ”), Evolent Health, Inc. (the “ Company ”) consummated the transactions (the “ Closing ”) contemplated by the previously announced Stock and Asset Purchase Agreement (the “ Magellan Purchase Agreement ”), dated November 17, 2022, by and among the Company, Evolent Health LLC (“ EVH LLC ”), Magellan Health, Inc. (“ Magellan Parent ”), and Magellan Healthcare, Inc. Amendment No. 1 to Credit Agreement In connection with the Closing, on the Closing Date, the Company entered into Amendment No. 1 (“ Amendment No. 1 ”) to the Credit Agreement, dated as of August 1, 2022, by and between the Lenders party thereto, EVH LLC, as the Administrative Borrower, the other borrowers party thereto, the Company, as the Parent, each other Guarantor party thereto, Ares Capital Corporation (“ Ares ”), as Administrative Agent, and ACF Finco I LP, as Collateral Agent and Revolving Agent (the “ Existing Credit Agreement ”; the Existing Credit Agreement, as amended by Amend”
Evolent Health, Inc. updated its the year ended December 31, 2022 guidance (reaffirmed).
“In connection with this presentation and investor meetings, the Company is reaffirming previously issued revenue and Adjusted EBITDA guidance for the year ended December 31, 2022.”
Evolent Health, Inc. entered into Stock and Asset Purchase Agreement with Magellan Health, Inc. and Magellan Healthcare, Inc. valued at $650,000,000 (effective 2022-11-17).
“”), Evolent Health LLC, a Delaware limited liability company (“ EVH LLC ” and, together with EVH, Inc., the “ Evolent Entities ”), entered into a Stock and Asset Purchase Agreement (the “ Purchase Agreement ”) with Magellan Health, Inc., a Delaware corporation (“ Magellan Parent ”) and Magellan Healthcare, Inc., a Delaware corporation (“ Magellan ” and together with Magellan Parent (and all applicable subsidiaries), the “ Magellan Entities ”), pursuant to which, subject to the satisfaction or waiver of certain conditions, EVH LLC will (i) acquire all of the outstanding shares of capital stock of National Imaging Associates, Inc., a Delaware corporation and wholly-owned subsidiary of Magellan, and (ii) acquire certain assets held by Magellan Parent and/or certain of its subsidiaries that are used in the Magellan Specialty Health Division (the “ Business ” and such transactions are referre”
Evolent Health, Inc. reported the quarter ended September 30, 2022 results: revenue $352.6 million, net income $2.1 million.
“Quarter ended September 30, 2022: • Revenue of $352.6 million, an increase of $130.1 million, or 58.5%, from the three months ended September 30, 2021. • Net income attributable to common shareholders of Evolent Health, Inc. of $2.1 million resulting in a net income margin of 0.6%.”
Frank Williams departed as Director at Evolent Health, Inc..
“In addition, on September 6, 2022, the Company announced that Frank Williams has expressed his intent not to stand for re-election at the Company’s 2023 Annual Meeting.”
Dan McCarthy was named as President at Evolent Health, Inc..
“On September 1, 2022, Evolent Health, Inc. (the “Company”) announced that Dan McCarthy has been named President of the Company, effective September 15, 2022.”
Aammaad Shams changed role as Chief Accounting Officer and Controller at Evolent Health, Inc..
“On July 28, 2022, the Company promoted Aammaad Shams, age 38, who has been serving as Interim Principal Accounting Officer and Corporate Controller of the Company, to the position of the Company’s Chief Accounting Officer and Controller, effective August 1, 2022.”
Frank Williams changed role as non-executive Chairman at Evolent Health, Inc..
“Additionally, on October 28, 2021, the Board and Mr. Frank Williams mutually agreed that Mr. Williams will transition from Executive Chairman to the role of non-executive Chairman of the Board, effective January 1, 2022.”
Dr. Tunde Sotunde was appointed as Director at Evolent Health, Inc..
“On October 28, 2021, the Board (1) appointed Dr. Tunde Sotunde to the Board as a Class II director with a term expiring at the 2023 Annual Meeting and (2) appointed Dr. Sotunde to the Audit Committee of the Board and the Compliance and Regulatory Affairs Committee of the Board.”
Michael D’Amato retired as Director at Evolent Health, Inc..
“On October 28, 2021, Mr. Michael D’Amato retired from the Company’s Board of Directors (the “ Board ”).”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.