Disclosure & independence statement.
Joseph Caldwell and Wesley Sanders both own shares in Venteur, an ICHRA-focused startup.
Wesley Sanders also owns shares in HealthSherpa, a private technology company that operates a HealthCare.gov–integrated enrollment platform for Affordable Care Act (ACA) plans used by consumers, brokers, and partners to compare plans and complete applications.
None of these personal holdings are used in compiling our analyses of publicly available firms. We do not do business with any publicly traded firms and have no plans to do business with them.
Commonly asked compliance questions
A. Employment & engagement status
Are you currently, or within the past 6–12 months have you been, an employee, officer, director, or consultant to any publicly listed company or its subsidiaries/affiliates? If yes, name the company and describe the relationship.
No
Do you have any restrictions from your employer (or prior employer) that would limit what you can discuss, and have you obtained necessary approvals to consult?
All Employees listed above are employed by Evensun Health, Inc. and all have approvals for doing this kind of work and taking calls on behalf of the company.
Please state your current employer and title.
Evensun Health, Inc. Employs Wesley Sanders as Founder and Principal Consultant and Joseph Caldwell as Principal Consultant. They are co-owners of the firm.
B. Confidentiality & MNPI safeguards
Are you subject to any NDA/confidentiality agreement that would restrict this consultation? (Confirm no disclosure of material nonpublic information (MNPI) or other protected information.)
No
Do you possess MNPI (e.g., sales/earnings data, strategic plans, regulatory matters) related to the topic or any company that could be discussed? If yes, you must not share and should decline.
No we do not have any MNPI and do not do work on behalf of any of the publically traded companies that we discuss.
Have you obtained information improperly (e.g., in violation of a duty, including under the STOCK Act), or compensated anyone for such information?
No
C. Government affiliations & lobbying
Are you currently or in the past 6–12 months an employee or official of a government or government agency (non-university/hospital)?
No. However, we note that Wesley Sanders is employed as a part-time professor at Dalton State College, part of the University System of Georgia. This role has no direct contact with any relevant government or regulatory authorities and his instruction is in the area of philosophy with no direct relevance to the subject matter.
Do you engage in lobbying/advocacy or represent clients before government entities? If yes, identify the entities and topics; do you possess nonpublic information about pending government action?
No
D. Clinical trials, Pharmaceutical companies or Medical Device companies
Are you involved in, or do you have nonpublic information about, any drug or medical device trial/study or regulatory application with results not yet public? If yes, identify at a high level without disclosing confidential data.
No, Evensun Health does not perform any work on behalf of any company like this.
E. Business relationships & conflicts
Are you or your employer a significant customer/supplier/distributor/manufacturer of any public company relevant to the discussion?
Venteur and HealthSherpa may or may not do business on behalf of these companies but we as Evensun Health, Inc. do not.
Are you a franchisee/licensee (or employee/owner of a franchise) of a publicly traded company, and does your agreement restrict consultations?
No
Are you currently involved in any inquiry, investigation, action, or sanction by a regulator, SRO, or government body?
No