Welcome to our dedicated page for Clover Health Investments SEC filings (Ticker: CLOV), 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.
The Clover Health Investments, Corp. (Nasdaq: CLOV) SEC filings page on Stock Titan provides centralized access to the company’s regulatory disclosures as a publicly traded Medicare Advantage and healthcare technology issuer. Clover Health files reports with the U.S. Securities and Exchange Commission that describe its Medicare Advantage insurance operations, technology platform, financial performance, risk factors, and governance.
Investors can review current reports on Form 8-K, where Clover Health announces material events such as quarterly financial results, CMS Star Ratings for its Medicare Advantage PPO and HMO plans, and board or governance changes. Some 8-K filings also reference supplemental written responses to shareholder questions, offering additional context on strategy, cohort economics, and the role of Clover Assistant and Counterpart Health in the business.
In addition to 8-Ks, Clover Health’s annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the feed) typically provide detailed discussions of its Insurance segment, Medicare Advantage membership trends, non-GAAP measures such as Adjusted EBITDA and Insurance Benefits Expense Ratio, and regulatory considerations related to Medicare, CMS Star Ratings, and value-based care arrangements.
Stock Titan enhances these filings with AI-powered summaries that highlight key points from lengthy documents, helping readers quickly understand how items such as Star Rating changes, CMS rate updates, or shifts in membership mix may affect Clover Health’s reported results. Users can also track insider transaction reports on Form 4 when they appear, to monitor equity transactions by directors and officers.
Filings are updated in near real time from the SEC’s EDGAR system, allowing investors, analysts, and other stakeholders to follow Clover Health’s evolving disclosures on Medicare Advantage performance, technology initiatives through Clover Assistant and Counterpart Health, and corporate governance developments.
Clover Health Investments, Corp. files its Annual Report on Form 10-K describing its Medicare Advantage-focused business built around the Clover Assistant physician‑enablement platform (also marketed externally as Counterpart Assistant). The company reported accumulated deficit of approximately $2.3 billion and net losses of $85.5M in 2025; it operated MA plans in five states across 203 counties and had 724 employees.
The filing emphasizes growth through increased Clover Assistant adoption, expansion of Counterpart Health SaaS offerings, regulatory and data‑privacy risks, reliance on Medicare Advantage revenue, and the need for additional capital if operating losses persist.
Clover Health Investments, Corp. is holding its 2026 annual stockholder meeting on June 10, 2026 at 11:00 a.m. Eastern Time as a virtual-only event. Holders of Class A and Class B common stock at the April 15, 2026 record date may attend online, vote and submit questions.
Stockholders will vote on electing three Class II directors to serve until the 2029 meeting, a non-binding advisory "Say-on-Pay" proposal on 2025 executive compensation, and ratification of Ernst & Young LLP as independent auditor for 2026. The Board recommends voting "FOR" all three items.
The proxy describes Clover’s classified, seven-member Board with a separate Executive Chairperson, CEO and lead independent director, outlines committee structures and director independence, and details a pay‑for‑performance executive compensation program that emphasizes variable incentive pay, equity awards and long-term value alignment.
Brady Patrick Priest, CEO of Clover Care Services, reported a routine tax-withholding transaction involving Clover Health Investments Class A Common Stock. On April 18, 2026, 36,113 shares were automatically withheld at $2.19 per share to cover tax obligations tied to restricted stock unit vesting.
The withheld shares relate to 6.25% of a time-based RSU grant originally awarded on July 18, 2022. The remaining RSUs from this grant vest in equal 6.25% quarterly installments through July 18, 2026, as long as Priest continues in service. After this withholding, he directly holds 2,138,261 shares of Class A Common Stock. This event reflects compensation-related tax settlement rather than an open-market sale.
Clover Health Investments executive Brady Patrick Priest, CEO of Clover Care Services, reported an automatic tax-withholding share disposition tied to vesting RSUs. On April 15, 2026, 15,471 shares of Class A Common Stock were withheld at $2.04 per share to cover tax obligations, not sold on the open market.
The withheld shares relate to 6.25% of the original RSU grant awarded on October 15, 2024. Following this routine tax-withholding event, Priest directly holds 2,174,374 Class A shares. The remaining RSUs are scheduled to vest in equal 6.25% quarterly installments through October 15, 2028, contingent on continued service.
Clover Health Investments’ Chief Legal Officer, Karen Soares, reported a routine tax-related share withholding linked to restricted stock units (RSUs). On April 15, 2026, 10,161 shares of Class A Common Stock were automatically withheld at $2.04 per share to cover tax obligations when 6.25% of a previously granted RSU award vested.
After this tax-withholding disposition, Soares directly holds 1,572,422 shares of Clover Health Class A Common Stock. The RSU grant from October 15, 2024 continues to vest quarterly in equal 6.25% installments through October 15, 2028, as long as she remains in service.
Clover Health Investments CEO Andrew Toy reported a routine tax-related share disposition. On April 15, 2026, 60,765 shares of Class A Common Stock were automatically withheld at $2.04 per share to cover tax obligations from RSU vesting. After this withholding, Toy directly owned 10,009,005 shares.
The withheld shares relate to 6.25% of an RSU grant originally awarded on October 15, 2024. The remaining RSUs are scheduled to vest in equal 6.25% quarterly installments through October 15, 2028, contingent on Toy’s continued service.
Clover Health Investments' Interim CFO, Joseph Clay, reported a routine tax-withholding event tied to restricted stock units. On April 15, 2026, 4,158 shares of Class A Common Stock were automatically withheld at $2.04 per share to cover taxes when 6.25% of an RSU grant vested.
The RSUs were originally granted on October 15, 2024 and continue to vest in equal 6.25% quarterly installments through October 15, 2028, as long as Clay remains in service. After this non-market tax-withholding disposition, he directly holds 1,234,526 shares of Class A Common Stock.
Clover Health Investments executive Jamie L. Reynoso reported an automatic share disposition tied to equity compensation. On April 15, 2026, 12,712 shares of Class A Common Stock were withheld at $2.04 per share to cover tax obligations from vesting restricted stock units (RSUs). After this tax-withholding event, Reynoso directly holds 2,857,210 shares of Class A Common Stock. The footnote explains that this reflects 6.25% of an RSU grant made on October 15, 2024, with the remaining RSUs scheduled to vest in equal 6.25% quarterly installments through October 15, 2028, contingent on continued service.
Clover Health Investments, Corp. reported an insider equity event involving executive Conrad Wai. On April 15, 2026, 23,463 shares of Class A Common Stock were automatically withheld at $2.04 per share to cover tax obligations arising from the vesting of restricted stock units granted in October 2024.
The vested portion represented 6.25% of the original RSU grant, with additional 6.25% installments scheduled to vest quarterly through October 15, 2028, subject to continued service. Following this tax-withholding disposition, Wai holds 1,169,914 shares directly and 1,610,482 shares indirectly through a family trust where he is co-trustee.
Clover Health Investments, Corp. executive Joseph Frank Oldakowski, Vice President of Finance and Controller, filed an initial ownership report. He beneficially owns 311,169 shares of Class A common stock underlying unvested time-based restricted stock units as of March 30, 2026. These restricted stock units were originally granted on June 16, 2025 and December 19, 2025, reflecting equity-based compensation rather than recent open-market trading.