Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Teladoc Health, Inc.TDOC · Entity 1547 | Chief Medical Officer | October 01, 2020 | October 05, 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.
Teladoc Health, Inc.
Report date October 01, 2020 · Filed October 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,766 |
Ending reported balance
After 2020-10-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-10-01 · Exercise / conversion · Acquired 1,395 · Balance 10,161 Row 2 · 2020-10-01 · Exercise / conversion · Acquired 1,275 · Balance 11,436 Row 3 · 2020-10-01 · Sale · Disposed 2,670 · Balance 8,766 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on March 13, 2020. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.45 · Expires 2027-07-14 | Direct | 13,463 |
Reported balance
After 2020-10-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-10-01 · Exercise / conversion · Disposed 1,395 · Balance 13,463 F2: The option vests as to 25% of the shares on July 14, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.55 · Expires 2028-03-01 | Direct | 21,439 |
Reported balance
After 2020-10-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-10-01 · Exercise / conversion · Disposed 1,275 · Balance 21,439 F3: The option vests as to 25% of the shares on March 1, 2019. The remainder of the shares vest in 36 equal monthly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on March 13, 2020.
F2: The option vests as to 25% of the shares on July 14, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter.
F3: The option vests as to 25% of the shares on March 1, 2019. The remainder of the shares vest in 36 equal monthly installments thereafter.
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 |
|---|---|---|---|---|---|---|
| December 17, 2018 Filed Dec 19, 2018 21:38 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 640 | $0.00 Strike: $35.45 | $0.00 |
DisclosureSEC source: 0001179110-18-014140 · edgar.xml · derivative · entry 3 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,467 Underlying: Common Stock · 640 shares Expires 2027-07-14 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. F2 · derivative.exercise_date: The option vests as to 25% of the shares on July 14, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 21:38 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 640 | $50.00 | $32,000.00 |
DisclosureSEC source: 0001179110-18-014140 · edgar.xml · nonDerivative · entry 2 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on June 14, 2018. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 21:38 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 640 | $35.45 | $22,688.00 |
DisclosureSEC source: 0001179110-18-014140 · edgar.xml · nonDerivative · entry 1 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640 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 |
| November 15, 2018 Filed Nov 16, 2018 21:00 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,284 | $0.00 Strike: $35.45 | $0.00 |
DisclosureSEC source: 0001179110-18-012944 · edgar.xml · derivative · entry 3 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,107 Underlying: Common Stock · 1,284 shares Expires 2027-07-14 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. F2 · derivative.exercise_date: The option vests as to 25% of the shares on July 14, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 21:00 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 1,284 | $57.24 | $73,496.16 |
DisclosureSEC source: 0001179110-18-012944 · edgar.xml · nonDerivative · entry 2 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on June 14, 2018. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 21:00 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,284 | $35.45 | $45,517.80 |
DisclosureSEC source: 0001179110-18-012944 · edgar.xml · nonDerivative · entry 1 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,284 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 |
| October 15, 2018 Filed Oct 16, 2018 15:26 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,285 | $0.00 Strike: $35.45 | $0.00 |
DisclosureSEC source: 0001179110-18-012195 · edgar.xml · derivative · entry 3 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,391 Underlying: Common Stock · 1,285 shares Expires 2027-07-14 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. F2 · derivative.exercise_date: The option vests as to 25% of the shares on July 14, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter. Read SEC document |
| October 15, 2018 Filed Oct 16, 2018 15:26 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 1,285 | $67.00 | $86,095.00 |
DisclosureSEC source: 0001179110-18-012195 · edgar.xml · nonDerivative · entry 2 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on June 14, 2018. Read SEC document |
| October 15, 2018 Filed Oct 16, 2018 15:26 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,285 | $35.45 | $45,553.25 |
DisclosureSEC source: 0001179110-18-012195 · edgar.xml · nonDerivative · entry 1 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,285 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 |
| September 17, 2018 Filed Sep 18, 2018 20:03 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,284 | $0.00 Strike: $35.45 | $0.00 |
DisclosureSEC source: 0001179110-18-011489 · edgar.xml · derivative · entry 3 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,676 Underlying: Common Stock · 1,284 shares Expires 2027-07-14 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. F2 · derivative.exercise_date: The option vests as to 25% of the shares on July 14, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:03 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 1,284 | $77.00 | $98,868.00 |
DisclosureSEC source: 0001179110-18-011489 · edgar.xml · nonDerivative · entry 2 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on June 14, 2018. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:03 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,284 | $35.45 | $45,517.80 |
DisclosureSEC source: 0001179110-18-011489 · edgar.xml · nonDerivative · entry 1 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,284 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 15, 2018 Filed Aug 16, 2018 20:19 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,285 | $0.00 Strike: $35.45 | $0.00 |
DisclosureSEC source: 0001179110-18-010623 · edgar.xml · derivative · entry 3 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,960 Underlying: Common Stock · 1,285 shares Expires 2027-07-14 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. F2 · derivative.exercise_date: The option vests as to 25% of the shares on July 14, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter. Read SEC document |
| August 15, 2018 Filed Aug 16, 2018 20:19 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 1,285 | $70.80 | $90,978.00 |
DisclosureSEC source: 0001179110-18-010623 · edgar.xml · nonDerivative · entry 2 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on June 14, 2018. Read SEC document |
| August 15, 2018 Filed Aug 16, 2018 20:19 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,285 | $35.45 | $45,553.25 |
DisclosureSEC source: 0001179110-18-010623 · edgar.xml · nonDerivative · entry 1 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,285 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 |
| July 16, 2018 Filed Jul 18, 2018 20:06 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,415 | $0.00 Strike: $35.45 | $0.00 |
DisclosureSEC source: 0001179110-18-009810 · edgar.xml · derivative · entry 6 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,245 Underlying: Common Stock · 15,415 shares Expires 2027-07-14 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. F4 · derivative.exercise_date: The option vests as to 25% of the shares on July 14, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 20:06 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 7,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-009810 · edgar.xml · derivative · entry 5 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,059 Underlying: Common Stock · 7,353 shares Expires not disclosed 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. F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F6 · derivative.exercise_date: The restricted stock unit vests in four equal annual installments beginning July 14, 2018. F6 · derivative.expiration_date: The restricted stock unit vests in four equal annual installments beginning July 14, 2018. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 20:06 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 15,415 | $65.72 | $1,013,073.80 |
DisclosureSEC source: 0001179110-18-009810 · edgar.xml · nonDerivative · entry 4 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on June 14, 2018. F3 · price: Represents the weighted average price of transactions ranging from $65.50 to $66.20. The reporting person undertakes to provide, upon request by the SEC staff, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 20:06 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 7,353 | $65.87 | $484,342.11 |
DisclosureSEC source: 0001179110-18-009810 · edgar.xml · nonDerivative · entry 3 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,415 F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on June 14, 2018. F3 · price: Represents the weighted average price of transactions ranging from $65.50 to $66.20. The reporting person undertakes to provide, upon request by the SEC staff, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 20:06 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 15,415 | $35.45 | $546,461.75 |
DisclosureSEC source: 0001179110-18-009810 · edgar.xml · nonDerivative · entry 2 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,768 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 |
| July 16, 2018 Filed Jul 18, 2018 20:06 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 7,353 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-009810 · edgar.xml · nonDerivative · entry 1 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,353 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 · price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 00:25 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 8,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003544 · edgar.xml · derivative · entry 2 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,643 Underlying: Common Stock · 8,643 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F3 · derivative.exercise_date: The restricted stock unit vests in three equal annual installments beginning March 1, 2019. F3 · derivative.expiration_date: The restricted stock unit vests in three equal annual installments beginning March 1, 2019. Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 00:25 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantEmployee Stock Option (right to buy) · Derivative | 43,000 | $0.00 Strike: $38.55 | $0.00 |
DisclosureSEC source: 0001179110-18-003544 · edgar.xml · derivative · entry 1 Levy Lewis · CIK 0001726568 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,000 Underlying: Common Stock · 43,000 shares Expires 2028-03-01 F1 · derivative.exercise_date: The option will vest as to 25% of the shares on March 1, 2019. The remainder of the shares will vest in 36 equal monthly installments thereafter. 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.