You can also sign up for email updates on the SEC open data program, including best practices that make it more efficient to download data, and SEC.gov enhancements that may impact scripted downloading processes. Masimo responded that the disclosures were insufficient and did not comply with the bylaws, further reinforcing that the Bylaw Amendments, in effect, preemptively block stockholders from nominating candidates for election to the Board. By their nature, forward-looking statements involve known and unknown risks and uncertainties and are subject to change because they relate to events and depend on circumstances that will occur in the future, including economic, regulatory, competitive and other factors that may cause our or our industry's actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by these forward-looking statements.

Masimos bylaws eliminate stockholders ability to nominate directors and restrict stockholder voting to only those candidates selected by the incumbents. Mr. Neff is also a member of the Policy Advisory Board of the Fisher Center for Real Estate at the University of California, Berkeley. Koffey, who previously worked at hedge funds Senator Investment Group and DE Shaw, has a reputation for operating behind the scenes and has been credited with helping push Lowe's Cos (LOW.N) to replace executives and board members. We and our partners use cookies to Store and/or access information on a device. email address below and choose 'Submit'. Politan Capital reportedly took a $900 million stake in Centene Corp. last year and in December the company reached a cooperation agreement with the activist. WebPOLITAN CAPITAL PARTNERS LP: DELAWARE DOMESTIC LIMITED PARTNERSHIP: WRITE REVIEW: Address: 850 New Burton Road Suite 201 Dover, DE 19904: Registered Agent: Cogency Global Inc. Filing Date: July 21, 2021: File Number: 6101009: Contact Us About The Company Profile For Politan Capital Partners LP WebPolitan Capital Management LP: Address: c/o Schulte Roth Zabel Llp 919 Third Avenue, Suite 2300 New York, NY 10022: Source Centene has previously attracted interest from activist hedge funds when Corvex Management, Sachem Head Capital Management and Third Point all pushed for it to consider selling itself. For more information, please see the SECs Web Site Privacy and Security Policy. The Company is leveraging its full size and scale to drive margin expansion with a target of at least 3.3% adjusted net income margin by 2024. For security purposes, and to ensure that the public service remains available to users, this government computer system employs programs to monitor network traffic to identify unauthorized attempts to upload or change information or to otherwise cause damage, including attempts to deny service to users. Please declare your traffic by updating your user agent to include company specific information. Centene intends to use the proceeds from the sale to repurchase stock, in a first step towards a material stock repurchase program. POLITAN CAPITAL MANAGEMENT GP LLCPOLITAN CAPITAL PARTNERS GP LLCQUENTIN KOFFEY Document Format Files Mailing Address 52 Previously, he was Treasurer of The Irvine Company, developer of one of the nations largest master-planned communities, and a Vice President in the Real Estate Industries Group at Wells Fargo Bank in San Francisco. POLITAN CAPITAL PARTNERS L.P. (DOS ID: 6283541) was incorporated on 2021-09-17 in New York. Politan Capital Management LP c/o Schulte Roth & Zabel LLP 919 Third Avenue, Suite 2300 New York, New York 10022 646-690-2830 With a copy to: Richard 1748 W PERSIMMON ST RIALTO, CA 92377 for Q4 2022: Percentage of assets under management,Performance-based fees, MANAGING PARTNER, CHIEF INVESTMENT OFFICER, AND CHIEF COMPLIANCE OFFICER | LIMITED PARTNER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER, MANAGING MEMBER POLITAN CAPITAL MANAGEMENT GP, LLC. It employs 2 employees and is generating approximately $130,000.00 in annual revenue. About Centene Corporation Centene Corporation, a Fortune 25 company, is a leading multi-national healthcare enterprise that is committed to helping people live healthier lives. At last week's investor day, the company said it expects to add $10 billion in revenue to reach $135 billion for full year 2022, and it said it is on the path to double-digit earnings growth for the next three years.

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Politan Capital Management Has Roughly $900 Million Stake in Centene - WSJ News Corp is a global, diversified media and information services company focused The Board cannot create its own set of rules by which it is elected and deny stockholders the ability to select who represents them. Centeneoffers affordable and high-quality products to nearly 1 in 15 individuals across the nation, including Medicaid and Medicare members (including Medicare Prescription Drug Plans) as well as individuals and families served by theHealth Insurance Marketplace, the TRICARE program, and individuals in correctional facilities. Dover, DE 19904. By using this site, you are agreeing to security monitoring and auditing. Browse an unrivalled portfolio of real-time and historical market data and insights from worldwide sources and experts. He is responsible for the leadership and for evaluating investment opportunities, including but not limited to investment strategy, transaction execution and exit strategy. to see more advanced email alert options such as selecting any type of Behind the Scenes: Masimo has a solid core pulse oximetry Orbeon Protocol (ORBN) is a decentralized investment platform that creates fractional non-fungible tokens and allows investors to fund the seed rounds of startups by The company treats capital as inventory where asset turnover creates more value. During this time he developed various patents in the coatings & automotive industry. WebMichael Phelps is a Partner at Corient Capital Partners based in Newport Beach, California. Over the past months we have tried to engage constructively with Mr. Kiani and the Board. Politan Capital Management is a hedge fund with 3 clients and discretionary assets under management (AUM) of $1,172,004,771 (Form ADV from 2022-07-25).

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This site is protected by reCAPTCHA and the Google If a user or application submits more than 10 requests per second, further requests from the IP address(es) may be limited for a brief period. Centene also has been undergoing a review of its businesses to simplify and optimize its portfolio and enhance its market position as well as drive margin expansion, including today's announcement regarding our sale of a majority stake in U.S. Medical Management. Industry focus areas include business and transaction services, technology and technology services, business process outsourcing (BPO), value added distribution, niche or specialty manufacturing and selected consumer products. Reuters provides business, financial, national and international news to professionals via desktop terminals, the world's media organizations, industry events and directly to consumers. Many of the Bylaw Amendments are unprecedented among publicly traded companies. POLITAN CAPITAL PARTNERS GP LLC. For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. We reserve the right to block IP addresses that submit excessive requests. Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. Screen for heightened risk individual and entities globally to help uncover hidden risks in business relationships and human networks. Masimos array of defensive measures is extreme: a staggered board, a poison pill, a change of control provision in its CEO compensation that is triggered just by two directors being replaced, and now these bylaws. All rights reserved. Politan Capital Offshore Partners LP. Following this conversation, we asked to meet with the whole Board. We make money when we buy the assets. Six board members will be leaving and Michael Neidorff, 77, who has led Centene since 1996, will retire as CEO next year, the company said. Firm Details for POLITAN CAPITAL MANAGEMENT, AUM = 1172004771.00, Last Form ADV Filed : 25-July-2022, Officers: POLITAN CAPITAL MANAGEMENT GP, How do I update this listing? Among the incoming directors are Kenneth Burdick, a former chief executive at WellCare Health Plans Inc, which Centene bought last year, and Wayne DeVeydt, a former chief financial officer at health insurer Anthem Inc. Christopher Coughlin and Theodore Samuels will also join the board.

https://www.politanmgmt.com/ Mr. Ashai started his career as a Chemical Engineer in R&D of Polymers for a Company based out of Finland. Without limiting the foregoing, forward-looking statements often use words such as "believe," "anticipate," "plan," "expect," "estimate," "intend," "seek," "target," "goal," "may," "will," "would," "could," "should," "can," "continue" and other similar words or expressions (and the negative thereof). Centene (the Company, our, or we) intends such forward-looking statements to be covered by the safe-harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995, and we are including this statement for purposes of complying with these safe-harbor provisions. Your request has been identified as part of a network of automated tools outside of the acceptable policy and will be managed until action is taken to declare your traffic. The most comprehensive solution to manage all your complex and ever-expanding tax and compliance needs. Subscribe to WhaleWisdom to view all filing data

Terms of Service apply. NEW YORK, NY Sign-up Once the rate of requests has dropped below the threshold for 10 minutes, the user may resume accessing content on SEC.gov. Whalewisdom has at least 5 13F filings, and 5 13D filings. Later with Valspar Corporation, he collaborated with General Motors to develop the worlds first Fiber Reinforced Plastic car. Future plans to nominate directors at other public companies in the next 12 months as well as details on any prior proposals or nominations made within the last 36 months.