Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| eHealth, Inc.EHTH · Entity 497 | Director | October 27, 2020 | October 29, 2020 |
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 October 27, 2020 · Filed October 29, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,698 |
Ending reported balance
After 2020-10-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-10-27 · Sale · Disposed 4,077 · Balance 38,413 Row 2 · 2020-10-28 · Gift · Disposed 2,715 · Balance 35,698 F1: This transaction involved a gift of common stock by the reporting person to a charitable donor advised fund. The transfer was not for value. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction involved a gift of common stock by the reporting person to a charitable donor advised fund. The transfer was not for value.
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 |
|---|---|---|---|---|---|---|
| October 28, 2020 Filed Oct 29, 2020 20:48 UTC | eHealth, Inc. EHTH · Entity 497 | GiftCommon Stock | 2,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-20-000178 · wf-form4_160400448716604.xml · nonDerivative · entry 2 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,698 F1 · kind: This transaction involved a gift of common stock by the reporting person to a charitable donor advised fund. The transfer was not for value. Read SEC document |
| October 27, 2020 Filed Oct 29, 2020 20:48 UTC | eHealth, Inc. EHTH · Entity 497 | SaleCommon Stock | 4,077 | $74.41 | $303,349.19 |
DisclosureSEC source: 0001333493-20-000178 · wf-form4_160400448716604.xml · nonDerivative · entry 1 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,413 Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 20:22 UTC | eHealth, Inc. EHTH · Entity 497 | GrantCommon Stock | 1,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-20-000109 · wf-form4_159190694905600.xml · nonDerivative · entry 1 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,490 F1 · shares: This represents an annual award of restricted stock units to the Company's non-employee directors. Each unit represents a contingent right to receive one share of the Company's common stock upon vesting. Subject to the Reporting Person's continuous service with the Company, the restricted stock units will become 100% vested on the day prior to the Company's next annual stockholder meeting approximately one year following the date of grant. The restricted stock units will also become 100% vested if the Company is subject to a change in control before the Reporting Person's service terminates. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 19:43 UTC | eHealth, Inc. EHTH · Entity 497 | GrantCommon Stock | 2,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-19-000066 · wf-form4_156045501514428.xml · nonDerivative · entry 1 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,859 F1 · kind: This represents an annual award of restricted stock units to the Company's non-employee directors. Each unit represents a contingent right to receive one share of the Company's common stock upon vesting. Subject to the Reporting Person's continuous service with the Company, the restricted stock units will become 100% vested on the day prior to the Company's next annual stockholder meeting approximately one year following the date of grant. The restricted stock units will also become 100% vested if the Company is subject to a change in control before the Reporting Person's service terminates. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 19:56 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,250 | $0.00 Strike: $17.76 | $0.00 |
DisclosureSEC source: 0001333493-18-000138 · wf-form4_153393094676966.xml · derivative · entry 7 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,250 shares Expires 2019-06-09 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. F3 · derivative.exercise_date: Immediately exercisable for all shares subject to the option. The option vested as to 100% of the shares on the day prior to the Company's annual stockholder meeting approximately one year following the grant date. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 19:56 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $12.20 | $0.00 |
DisclosureSEC source: 0001333493-18-000138 · wf-form4_153393094676966.xml · derivative · entry 6 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2020-06-15 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. F3 · derivative.exercise_date: Immediately exercisable for all shares subject to the option. The option vested as to 100% of the shares on the day prior to the Company's annual stockholder meeting approximately one year following the grant date. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 19:56 UTC | eHealth, Inc. EHTH · Entity 497 | SaleCommon Stock | 7,500 | $24.87 | $186,556.50 |
DisclosureSEC source: 0001333493-18-000138 · wf-form4_153393094676966.xml · nonDerivative · entry 5 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,637 F2 · price: The price reported in Table I, Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.70 to $25.145, inclusive. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 19:56 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionCommon Stock | 7,500 | $12.20 | $91,500.00 |
DisclosureSEC source: 0001333493-18-000138 · wf-form4_153393094676966.xml · nonDerivative · entry 4 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,137 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. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 19:56 UTC | eHealth, Inc. EHTH · Entity 497 | SaleCommon Stock | 3,250 | $24.87 | $80,841.15 |
DisclosureSEC source: 0001333493-18-000138 · wf-form4_153393094676966.xml · nonDerivative · entry 3 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,637 F2 · price: The price reported in Table I, Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.70 to $25.145, inclusive. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 19:56 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionCommon Stock | 3,250 | $17.76 | $57,720.00 |
DisclosureSEC source: 0001333493-18-000138 · wf-form4_153393094676966.xml · nonDerivative · entry 2 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,887 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. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 19:56 UTC | eHealth, Inc. EHTH · Entity 497 | SaleCommon Stock | 20,000 | $24.79 | $495,710.00 |
DisclosureSEC source: 0001333493-18-000138 · wf-form4_153393094676966.xml · nonDerivative · entry 1 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,637 F1 · price: The price reported in Table I, Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.70 to $24.94, inclusive. The reporting person undertakes to provide to eHealth, Inc., any security holder of eHealth Inc., or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separateprice within the ranges set forth in footnotes (1) and (2) to this Form 4. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 18:23 UTC | eHealth, Inc. EHTH · Entity 497 | GrantCommon Stock | 7,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-18-000117 · wf-form4_152900060936559.xml · nonDerivative · entry 1 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,637 F1 · kind: This represents an annual award of restricted stock units to the Company's non-employee directors. Each unit represents a contingent right to receive one share of the Company's common stock upon vesting. Subject to the Reporting Person's continuous service with the Company, the restricted stock units will become 100% vested on the day prior to the Company's next annual stockholder meeting approximately one year following the date of grant. The restricted stock units will also become 100% vested if the Company is subject to a change in control before the Reporting Person's service terminates. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 18:51 UTC | eHealth, Inc. EHTH · Entity 497 | SaleCommon Stock | 14,745 | $16.79 | $247,561.18 |
DisclosureSEC source: 0001333493-17-000103 · edgar.xml · nonDerivative · entry 1 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,375 F1 · price: The price reported on Column 4 is a weighted average price. These shares were sold in mulitple transactions at prices ranging from $16.40 to $17.02, inclusive. The reporting person undertakes to provide to eHealth Inc., any security holder of eHealth Inc., or the staff of the Security Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 19:10 UTC | eHealth, Inc. EHTH · Entity 497 | GrantCommon Stock | 8,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000083 · edgar.xml · nonDerivative · entry 1 Oliver Jack L III · CIK 0001366009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,120 F1 · kind: This represents an annual award of restricted stock units to the Company's non-employee directors. Each unit represents a contingent right to recieve one share of the Company's common stock upon vesting. Subject to the Reporting Person's continuous service with the Company, the restricted stock units will become 100% vested on the day prior to the Company's next annual stockholder meeting approximately one year following the date of grant. The restricted stock units will also become 100% vested if the Company is subject to a change in control before the Reporting Person's service terminates. 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.