Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| eHealth, Inc.EHTH · Entity 497 | Chief Digital Officer | July 16, 2022 | July 19, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
eHealth, Inc.
Report date July 16, 2022 · Filed July 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 98,609 |
Reported balance
After 2022-07-16 transaction · row 1
1 source rowRow 1 · 2022-07-16 · Tax withholding · Disposed 865 · Balance 98,609 F1: Represents the withholding of shares to satisfy tax withholding obligation. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the withholding of shares to satisfy tax withholding obligation.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 16, 2022 Filed Jul 19, 2022 20:17 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 865 | $7.74 | $6,695.10 |
DisclosureSEC source: 0001333493-22-000094 · wf-form4_165826186055577.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,609 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| July 10, 2022 Filed Jul 12, 2022 20:18 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 1,450 | $8.71 | $12,629.50 |
DisclosureSEC source: 0001333493-22-000088 · wf-form4_165765711468783.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,474 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| April 17, 2022 Filed Apr 19, 2022 21:29 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 848 | $9.40 | $7,971.20 |
DisclosureSEC source: 0001333493-22-000051 · wf-form4_165040377902165.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,924 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| April 01, 2022 Filed Apr 1, 2022 22:32 UTC | eHealth, Inc. EHTH · Entity 497 | GrantCommon Stock | 67,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-22-000041 · wf-form4_164885230281457.xml · nonDerivative · entry 2 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,772 F2 · kind: This represents an award of restricted stock units. Each unit represents a contingent right to receive one share of the company's common stock upon vesting. The restricted stock units vest as to 6.25% of the shares at the end of each three-month period after the vesting commencement date of April 10, 2022, subject the individual continuing to provide services to the company through the applicable vesting date. Read SEC document |
| March 30, 2022 Filed Apr 1, 2022 22:32 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 2,695 | $12.46 | $33,579.70 |
DisclosureSEC source: 0001333493-22-000041 · wf-form4_164885230281457.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,670 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| March 04, 2022 Filed Mar 7, 2022 22:53 UTC | eHealth, Inc. EHTH · Entity 497 | SaleCommon Stock | 7,000 | $11.75 | $82,250.00 |
DisclosureSEC source: 0001333493-22-000030 · wf-form4_164669357098596.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,365 Read SEC document |
| October 07, 2021 Filed Oct 12, 2021 16:01 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 346 | $43.53 | $15,061.38 |
DisclosureSEC source: 0001333493-21-000155 · wf-form4_163405450012173.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,365 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 23:39 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 433 | $38.10 | $16,497.30 |
DisclosureSEC source: 0001333493-21-000138 · wf-form4_163131716063629.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,711 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 00:22 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 865 | $58.29 | $50,420.85 |
DisclosureSEC source: 0001333493-21-000119 · wf-form4_162674051466307.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,144 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| June 08, 2021 Filed Jun 11, 2021 01:16 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionPerformance Stock Unit · Derivative | 2,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001333493-21-000096 · wf-form4_162337414688132.xml · derivative · entry 2 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,500 shares Expires 2025-03-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This represents the achievement of a stock price threshold under a performance restricted stock unit granted on March 17, 2021. Each unit represents a contingent right to receive one share of the company's common stock upon vesting. The shares are scheduled to vest on April 17, 2022, subject to the individual continuing to provide services to the company though the vesting date. F2 · derivative.exercise_date: The performance-based restricted stock units are eligible to vest during a four-year performance period following the award's grant date based on the company's stock price trading at certain pre-determined price thresholds. Once a price threshold is achieved, the portion of the award related to that threshold will vest one year later, subject to the individual continuing to provide services to the company through the applicable vesting date. Read SEC document |
| June 08, 2021 Filed Jun 11, 2021 01:16 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-21-000096 · wf-form4_162337414688132.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,009 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This represents the achievement of a stock price threshold under a performance restricted stock unit granted on March 17, 2021. Each unit represents a contingent right to receive one share of the company's common stock upon vesting. The shares are scheduled to vest on April 17, 2022, subject to the individual continuing to provide services to the company though the vesting date. Read SEC document |
| March 30, 2021 Filed Apr 2, 2021 01:13 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 1,088 | $72.12 | $78,466.56 |
DisclosureSEC source: 0001333493-21-000050 · wf-form4_161732595084916.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,509 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| March 17, 2021 Filed Mar 19, 2021 21:59 UTC | eHealth, Inc. EHTH · Entity 497 | GrantPerformance Stock Unit · Derivative | 7,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001333493-21-000035 · wf-form4_161619115781558.xml · derivative · entry 2 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2025-03-17 F2 · derivative.exercise_date: The performance-based restricted stock units are eligible to vest during a four-year performance period following the award's grant date based on the company's stock price trading at certain pre-determined price thresholds. Once a price threshold is achieved, the portion of the award related to that threshold will vest one year later, subject to the individual continuing to provide services to the company through the applicable vesting date. Read SEC document |
| March 17, 2021 Filed Mar 19, 2021 21:59 UTC | eHealth, Inc. EHTH · Entity 497 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-21-000035 · wf-form4_161619115781558.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,597 F1 · kind: This represents an award of restricted stock units. Each unit represents a contingent right to receive one share of the company's common stock upon vesting. The restricted stock units vest in four equal annual installments from the vesting commencement date of March 30, 2021, subject to the individual continuing to provide services to the company through the applicable vesting date. Read SEC document |
| October 07, 2020 Filed Oct 9, 2020 23:04 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 346 | $85.89 | $29,717.94 |
DisclosureSEC source: 0001333493-20-000171 · wf-form4_160228464171785.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,597 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 21:48 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 433 | $66.32 | $28,716.56 |
DisclosureSEC source: 0001333493-20-000166 · wf-form4_159977448200136.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,943 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| August 07, 2020 Filed Aug 10, 2020 21:39 UTC | eHealth, Inc. EHTH · Entity 497 | PurchaseCommon Stock | 950 | $78.29 | $74,375.50 |
DisclosureSEC source: 0001333493-20-000159 · wf-form4_159709558188186.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,376 Read SEC document |
| July 16, 2020 Filed Jul 20, 2020 20:55 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 865 | $105.31 | $91,093.15 |
DisclosureSEC source: 0001333493-20-000137 · wf-form4_159527852847832.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,426 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| April 21, 2020 Filed Apr 23, 2020 22:17 UTC | eHealth, Inc. EHTH · Entity 497 | GrantPerformance Stock Unit · Derivative | 12,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001333493-20-000061 · wf-form4_158768022769019.xml · derivative · entry 2 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2024-04-21 F2 · derivative.exercise_date: The performance-based restricted stock units are eligible to vest during a four-year performance period following the award's grant date. One third of the shares subject to the performance-based restricted stock units is eligible to vest if the company's 30-day average closing stock price traded at or above $146.70, $158.44 and $176.04, respectively. Once a price threshold is achieved, the portion of the award related to that threshold will vest one year later, subject to the individual continuing to provide services to the company through the applicable vesting date. Read SEC document |
| April 21, 2020 Filed Apr 23, 2020 22:17 UTC | eHealth, Inc. EHTH · Entity 497 | GrantCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-20-000061 · wf-form4_158768022769019.xml · nonDerivative · entry 1 Morelock Phillip A · CIK 0001797544 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,291 F1 · kind: This represents an award of restricted stock units. Each unit represents a contingent right to receive one share of the company's common stock upon vesting. The restricted stock units vest in four equal annual installments from the vesting commencement date of March 30, 2020, subject to the individual continuing to provide services to the company through the applicable vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.