Welcome to our dedicated page for Oscar Health SEC filings (Ticker: OSCR), 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 Oscar Health, Inc. (NYSE: OSCR) SEC filings page on Stock Titan brings together the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, with AI-powered tools to help interpret complex documents. Oscar identifies itself in these filings as a healthcare technology company whose Class A common stock trades on the New York Stock Exchange under the symbol OSCR. Through its reports, investors can review how the company structures its health insurance operations, technology initiatives, and capital markets activities.
Oscar’s annual reports on Form 10-K and quarterly reports on Form 10-Q provide overviews of its Individual & Family health plans, health technology solutions under the +Oscar brand, risk factors, and detailed financial statements. These core filings typically include information on revenues, medical costs, selling, general, and administrative expenses, membership metrics, and key non-GAAP measures such as Adjusted EBITDA, along with management’s discussion of business drivers.
The company’s current reports on Form 8-K offer more targeted updates. Recent 8-K filings describe quarterly financial results, reaffirmed guidance, and capital structure actions such as the issuance of 2.25% Convertible Senior Subordinated Notes due 2030, related capped call transactions, and an exchange agreement involving 7.25% Convertible Senior Notes due 2031. Other 8-Ks detail amendments to investment agreements, the planned termination of a revolving credit facility in connection with a notes offering, and changes to executive employment agreements and compensation structures.
Investors can also use this page to access information on convertible debt terms, events of default, subordination provisions, and potential share dilution from note conversion, all of which are described in Oscar’s indentures and related exhibits. Stock Titan’s AI summaries help explain the implications of these filings, highlight key sections of lengthy documents, and surface important items such as changes in guidance, financing transactions, and governance-related disclosures. This makes it easier to understand how Oscar’s regulatory filings relate to its health insurance operations, technology platform, and long-term financial strategy.
Oscar Health, Inc. is asking stockholders to vote at its virtual 2026 annual meeting on June 4, 2026 to elect eight directors, approve an advisory say‑on‑pay resolution, and ratify PricewaterhouseCoopers as auditor for 2026. Stockholders of record on April 10, 2026 may vote online, by phone, or by mail.
The Board will move to eight members as former chair Jeffery Boyd steps down and independent director Siddhartha Sankaran becomes chair. All three Board committees are 100% independent. The company highlights 41% revenue CAGR from 2023–2025, 2025 revenue of $11.7 billion, and market share rising from 17% to 30%, with 3.4 million members as of February 1, 2026.
Executive pay emphasizes performance-based equity. For 2025, the executive bonus pool was funded at 91% of target, below the 105.9% formulaic outcome. CEO Mark Bertolini received no new equity in 2025, but his employment was extended through at least April 1, 2029, with 2026 RSU and PSU awards tied to relative total stockholder return.
Oscar Health, Inc. reaffirmed its full year 2026 guidance that was originally provided with its fourth quarter and full year 2025 results. The company also reminded investors it plans to release first quarter 2026 financial results before the market opens on May 6, 2026, followed by a conference call at 8:00 AM (ET).
Oscar announced that independent director Siddhartha Sankaran will become Chair of the Board effective June 4, 2026, succeeding Jeffery Boyd, who is not standing for reelection at the upcoming annual meeting. The company highlights Sankaran’s extensive insurance industry and board experience, and both Boyd and Sankaran emphasize Oscar’s positioning for future growth and its role in the individual health insurance market.
Sankaran Sid reported acquisition or exercise transactions in this Form 4 filing.
Oscar Health, Inc. director Sid Sankaran received a grant of 1,203 deferred stock units, each representing the right to one share of Oscar Health Class A common stock. The units were issued in lieu of cash retainer payments for board service, using the $14.54 April 9, 2026 closing share price to calculate the grant size.
The deferred stock units are 100% vested on the grant date and will be settled in either cash or Class A shares, at the company’s discretion, within 45 days after the earliest of termination of service, a change in control, death, or disability.
Gassen William reported acquisition or exercise transactions in this Form 4 filing.
Oscar Health director William Gassen received 1,418 deferred stock units as board compensation. Each unit represents one share of Class A common stock, valued at $14.54 based on the share price on April 9, 2026. He now holds 6,387 deferred stock units, which will be settled in cash or stock after specified service-ending events.
BOYD JEFFERY H reported acquisition or exercise transactions in this Form 4 filing.
Oscar Health, Inc. director Jeffery H. Boyd received a grant of 3,610 deferred stock units as compensation for board service. Each unit represents the right to receive one share of Class A common stock and was valued at $14.54, the closing share price on April 9, 2026.
The grant was taken in lieu of cash retainer payments under the company’s deferred compensation plan for directors. The deferred stock units will be settled in cash or shares, at the company’s discretion, within 45 days after events such as termination of service, a change in control, death, or disability. Following this grant, Boyd holds 69,858 deferred stock units directly.
Plouffe David reported acquisition or exercise transactions in this Form 4 filing.
Oscar Health, Inc. director David Plouffe received a grant of 1,461 deferred stock units as board compensation, based on the Class A common stock closing price of $14.54 on April 9, 2026. Each unit represents one share and is 100% vested on the grant date. Following this award, he holds 6,854 deferred stock units directly. These units will be settled in cash or shares, at the company’s discretion, within 45 days after termination of service, a change in control, death, or disability.
Oscar Health, Inc. Chief Executive Officer Mark T. Bertolini reported equity compensation activity and a share purchase. On April 3, 2026, performance stock units covering 5,733,334 shares vested and were exercised at $0.00, delivering the same number of Class A shares based on stock price targets.
On April 6, 2026, the company withheld 1,000,001 Class A shares at $11.92 per share to satisfy tax obligations on a portion of the vested PSUs. That same day, Bertolini purchased 1,000,000 Class A shares from the issuer in a private placement at $11.92 per share. Following these transactions, he directly holds 10,196,876 Class A shares. Future settlements of remaining PSUs and related tax-covering sales will occur under a pre-arranged Rule 10b5-1 instruction letter.
Oscar Health Inc: The Vanguard Group files an amended Schedule 13G/A reporting no beneficial ownership following an internal realignment. The filing states that, in accordance with SEC Release No. 34-39538 (January 12, 1998), certain Vanguard subsidiaries will report beneficial ownership separately after an internal realignment effective January 12, 2026. The Schedule 13G/A lists 0 shares beneficially owned and 0% of the class, with zero sole or shared voting and dispositive powers.
Oscar Health, Inc. Chief Financial Officer Richard Scott Blackley reported bona fide gifts of a total of 225,000 shares of Class A Common Stock on March 12, 2026. These were coded as gift transfers with a price of $0.00 per share, meaning no sale proceeds were received.
Following these gifts, he holds 1,316,660 shares of Class A Common Stock directly. In addition, 75,000 shares are held indirectly through the MQB Irrevocable Trust. According to the disclosure, the gifted shares went to an irrevocable trust for the benefit of a family member who shares his household.