Private company

Convey Health Solutions Holdings, Inc.

American misc health and allied services company based in Fort Lauderdale2

In its 2022 annual report the company says: “Convey Health is a leading healthcare platform that utilizes technology and processes to improve government-sponsored health plans, including Medicare Advantage plans. We help health plans grow membership and revenue as well as operate more effectively and efficiently.”27

Last updated Oct 20, 2026.

Overview

  • IndustryServices-Misc Health & Allied Services, NEC2
  • HeadquartersFort Lauderdale, United States2
  • Incorporated inDE3
  • Business address100 Se 3Rd Avenue, 26Th Floor, Ft. Lauderdale, Fl 333943
  • Filer category, Emerging growth company3
  • Legal formCorporation2
  • LEI549300UYX1XYK3WMHQ182
  • StatusActive2
  • LEI statusLapsed (not renewed)2
  • Registered addressC/O CORPORATE CREATIONS NETWORK INC., 19810 Wilmington, United States2
  • Registered withDivision of Corporations, Department of State, 36470012

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Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2021

3.5%Operating margin4
-3.0%Net margin4
19.3%Revenue growth, 20214
-1.9%Return on equity4
0.35×Debt to equity4
-$8.8MFree cash flow4

Where the money goes

Where each dollar of revenue went, fiscal 2021

  • Selling, general and admin28¢$94.1M
  • Other costs67¢$225.6M
  • Interest5¢$17.3M
  • Income tax0¢$619.0K

Out of $337.6M in revenue.4 The company lost money this year.

Financial statements

Revenue4$337.6M in 2021+19% since 2020
0$100.0M$200.0M$300.0M$400.0M2020: $282.9M$282.9M20202021: $337.6M$337.6M2021+19%
Operating income4$11.7M in 2021+12% since 2020
0$5.0M$10.0M$15.0M2020: $10.5M$10.5M20202021: $11.7M$11.7M2021+12%
Net income4-$10.0M in 2021+54% since 2020
-$10.0M-$7.5M-$5.0M-$2.5M02020: -$6.5M-$6.5M20202021: -$10.0M-$10.0M2021+54%
Fiscal year2018201920202021
Revenue$282.9M4$337.6M4
Selling, general and admin$80.0M4$94.1M4
Operating expenses$325.9M4
Operating income$10.5M4$11.7M4
Interest$18.9M4$17.3M4
Income before tax-$10.6M4
Income tax-$1.9M4-$619.0K4
Net income-$6.5M4-$10.0M4
Earnings per share-$0.114-$0.154
Earnings per share (diluted)-$0.114-$0.154
Shares (weighted, basic)67.7M shares4
Shares (weighted, diluted)67.7M shares4

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Corporate structure

Convey Health Solutions Holdings, Inc. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Convey Health Solutions Holdings, Inc.

  • TPG GP A, LLC Filed SC 13G/A on Convey Health Solutions Holdings, Inc., latest Feb 10, 2023 (2 filings since Feb 11, 2022)
  • Convey Health Solutions Holdings, Inc. Fort Lauderdale, Florida, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Convey Health Solutions Holdings, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$31.3M4 Dec 31, 2021$26.2M4 Dec 31, 2020+19.2%
Accumulated depreciation$10.9M4 Dec 31, 2021$5.6M4 Dec 31, 2020+95.3%
Property and equipment, net$20.4M4 Dec 31, 2021$20.7M4 Dec 31, 2020−1.3%
Operating-lease assets (leased space)$21.0M4 Dec 31, 2021

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$38.8M4 Dec 31, 2021$45.4M4 Dec 31, 2020−14.4%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$455.2M4 Dec 31, 2021$455.2M4 Dec 31, 20200%
Intangible assets, net (excluding goodwill)$220.0M4 Dec 31, 2021$238.8M4 Dec 31, 2020−7.9%
Finite-lived intangibles, gross$276.6M4 Dec 31, 2021$270.5M4 Dec 31, 2020+2.2%
Accumulated amortization$56.5M4 Dec 31, 2021$31.7M4 Dec 31, 2020+78.6%
Finite-lived intangibles, net$220.0M4 Dec 31, 2021$238.8M4 Dec 31, 2020−7.9%

Inventory

ItemLatestA year beforeChange
Inventory, total$14.1M4 Dec 31, 2021$11.1M4 Dec 31, 2020+26.7%

Leadership

Who has led Convey Health Solutions Holdings, Inc., and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Stephen C. Farrell2021–2022

Chief financial officer

  1. Timothy Fairbanks2021–2022
2025
Board members and other officers (7)

Former names

  • Convey Holding Parent, Inc.Apr 20, 2021 to Aug 12, 20213
  • Cannes Holding Parent, Inc.Jun 24, 2020 to Mar 24, 20213

Timeline

  1. Oct 7, 20228-K Entered a material agreement; Completed an acquisition or sale; New debt or obligation15
  2. Jun 21, 20228-K Entered a material agreement; Shareholder vote; Other events16
  3. Jun 6, 20228-K Shareholder vote17
  4. May 10, 20228-K Results of operations; Regulation FD disclosure18
  5. Mar 23, 20228-K Results of operations; Regulation FD disclosure19
  6. Feb 15, 20228-K Executive or director change; Regulation FD disclosure20
  7. Feb 1, 20228-K Entered a material agreement; New debt or obligation; Regulation FD disclosure21
  8. Jan 11, 20228-K Other events22
  9. Jan 10, 20228-K Regulation FD disclosure; Other events23
  10. Nov 10, 20218-K Results of operations; Regulation FD disclosure24
  11. Nov 4, 20218-K Bylaws or fiscal year changed; Regulation FD disclosure25
  12. Jun 15, 2021New chief executive Stephen C. Farrell becomes CEO7

Calendar

When it reported results

  1. May 10, 2022Reported quarterly or annual results18
  2. Mar 23, 2022Reported quarterly or annual results19
  3. Nov 10, 2021Reported quarterly or annual results24

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

52 filings to the SEC since October 2021: 1 annual reports, 3 quarterly reports, 11 major events, 21 insider forms, 2 large holders, 14 other. The latest 20:

  1. Feb 10, 2023SC 13G/A AMENDMENT TO FORM SC 13G EDGAR
  2. Oct 17, 202215-12G EDGAR
  3. Oct 12, 20224 EDGAR
  4. Oct 12, 20224 EDGAR
  5. Oct 12, 20224 EDGAR
  6. Oct 12, 20224 EDGAR
  7. Oct 12, 20224 EDGAR
  8. Oct 12, 20224 EDGAR
  9. Oct 12, 20224 EDGAR
  10. Oct 12, 20224 EDGAR
  11. Oct 7, 2022S-8 POS EDGAR
  12. Oct 7, 2022S-8 POS EDGAR
  13. Oct 7, 2022SC 13E3/A EDGAR
  14. Oct 7, 20228-K EDGAR
  15. Sep 19, 20224 EDGAR
  16. Sep 19, 20224 EDGAR
  17. Sep 9, 20224 OWNERSHIP DOCUMENT EDGAR
  18. Sep 1, 2022SC 13E3/A EDGAR
  19. Sep 1, 2022DEFM14C EDGAR
  20. Aug 25, 2022PRER14C EDGAR

The 52 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

1 open-market trades by officers, directors and large owners since October 2021: 0 buys and 1 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Sep 7, 2022Pichardo SusanaSVP, AccountingSale71,651$10.50$752.3KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

SEC filer profile

How Convey Health Solutions Holdings, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARConvey Health Solutions Holdings, Inc.1
  • CIK0001787640
  • Employer ID (EIN)84-20993781
  • Filer status<br>emerging growth company1
  • Incorporated inDelaware1
  • Fiscal year endsDecember 311
  • Industry code (SIC)8090 Services-Misc Health & Allied Services, NEC1
  • Business address100 Se 3Rd Avenue, 26Th Floor, Ft. Lauderdale, FL 333941
  • Phone800-559-93581
  • Shares outstanding73,221,622 as of Jul 29, 20226
  • Public float$151.7M as of Jun 30, 20214
  • On EDGAR sinceJun 24, 20201
  • Filings98 in all: 4 (23), 8-K (15), 3 (13), CORRESP (6), 10-Q (4), UPLOAD (4), 3/A (3), SC 13E3/A (3)1
    All 31 form types

    DRSLTR (2), S-1/A (2), S-8 (2), S-8 POS (2), 10-K (1), 15-12G (1), 25-NSE (1), 424B4 (1), 8-A12B (1), 8-K/A (1), CERT (1), D (1), DEF 14A (1), DEFM14C (1), DRS (1), DRS/A (1), EFFECT (1), PREM14C (1), PRER14C (1), S-1 (1), SC 13E3 (1), SC 13G (1), SC 13G/A (1)

  • Latest filingsAnnual report (10-K) Mar 23, 2022
    Quarterly report (10-Q) Aug 12, 2022
    Proxy statement (DEF 14A) May 2, 2022
    Latest 8-K (8-K) Oct 7, 2022

Sources

The numbers on this page point here. Each one links to the record it came from.

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    SEC EDGAROther events
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