PIII

P3 Health Partners Inc.

Services-Health ServicesNasdaqNon-accelerated filer<br>Smaller reporting company

Total Trades

16

Buys

16

Sells

0

Largest Trade

N/A

Insiders

6

Institutional Funds

9

Inst. Value

$500K+

Activist Filings

27

Insider Trades

InsiderTitleTypeValueSharesPriceDate
LEAVITT LEGACY, LLC10% OwnerBUYN/A8.0MJun 26, 2024
Chicago Pacific Founders UGP III, LLC10% OwnerBUY$100K–$500K90K$2.52Sep 15, 2023
Chicago Pacific Founders UGP III, LLC10% OwnerBUY$500K+270K$2.54Sep 13, 2023
Chicago Pacific Founders UGP III, LLC10% OwnerBUY$500K+270K$2.07Sep 7, 2023
Chicago Pacific Founders UGP III, LLC10% OwnerBUY$100K–$500K180K$2.09Sep 1, 2023
Chicago Pacific Founders UGP III, LLC10% OwnerBUY$100K–$500K270K$1.64Aug 31, 2023
Chicago Pacific Founders UGP III, LLC10% OwnerBUY$100K–$500K180K$1.47Aug 29, 2023
Chicago Pacific Founders UGP III, LLC10% OwnerBUY$100K–$500K96K$3.98Jun 2, 2023
Chicago Pacific Founders UGP III, LLC10% OwnerBUY$500K+246K$3.89May 31, 2023
Chicago Pacific Founders UGP III, LLC10% OwnerBUY$500K+230K$3.92May 25, 2023
Chicago Pacific Founders UGP III, LLC10% OwnerBUY$500K+270K$3.43May 19, 2023
Chicago Pacific Founders UGP III, LLC10% OwnerBUY$500K+180K$3.13May 17, 2023
Abdou SherifCEOBUY$100K–$500K108K$2.63May 16, 2023
Kavthekar AtulCFOBUY$15K–$50K19K$2.65May 16, 2023
Chicago Pacific Founders UGP, LLC10% OwnerBUY$1M+4.7M$1.18Apr 28, 2023
Balkin Michael10% OwnerBUY$50K–$100K15K$4.83Jan 31, 2022
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Institutional Ownership

13F filings as of Dec 31, 2025 · 9 funds holding

Activist & 5%+ Owners

SC 13D/13G filings — investors holding 5%+ of outstanding shares

Chicago Pacific Founders UGP, LLC

SC 13D/A · Jun 6, 2025

28.3%

2.2M shares

Chicago Pacific Founders UGP, LLC

SC 13D/A · Feb 1, 2025

30.1%

110.4M shares

Alyeska Investment Group, L.P.

SC 13G · Nov 14, 2024

10.0%

16.0M shares

Chicago Pacific Founders UGP, LLC

SC 13D/A · Nov 8, 2024

30.9%

110.4M shares

4.7%

5.4M shares

4.7%

5.4M shares

The Vanguard Group - 23-1945930

SC 13G/A · Feb 13, 2024

1.4%

1.6M shares

LMR Partners LLP

SC 13G/A · Feb 12, 2024

2.2%

2.5M shares

FMR LLC

SC 13G/A · Jan 10, 2024

0.0%

3K shares

FMR LLC

SC 13G/A · Jun 12, 2023

6.0%

6.7M shares

Chicago Pacific Founders UGP, LLC

SC 13D/A · Apr 20, 2023

34.7%

110.4M shares

Leavitt Equity Partners II, L.P.

SC 13D/A · Apr 19, 2023

14.9%

9.1M shares

Amir Bacchus

SC 13D/A · Apr 14, 2023

8.6%

21.0M shares

FMR LLC

SC 13G/A · Mar 10, 2023

17.4%

7.2M shares

2.9%

1.2M shares

7.6%

3.1M shares

Amir Bacchus

SC 13D/A · Dec 28, 2022

7.9%

19.2M shares

Chicago Pacific Founders UGP, LLC

SC 13D/A · Dec 23, 2022

41.3%

100.5M shares

Leavitt Equity Partners II, L.P.

SC 13D · Sep 12, 2022

15.3%

7.5M shares

Amir Bacchus

SC 13D/A · Jul 11, 2022

7.7%

18.8M shares

NA 2021 GRAT

SC 13D/A · Jul 11, 2022

3.2%

7.9M shares

LMR Master Fund Ltd

SC 13G · Apr 12, 2022

2.9%

1.2M shares

Integrated Core Strategies (US) LLC

SC 13G/A · Feb 11, 2022

0.2%

72K shares

Michael P. Balkin

SC 13G · Jan 18, 2022

18.5%

7.8M shares

FMR LLC

SC 13G · Jan 10, 2022

24.3%

10.1M shares

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