Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| eHealth, Inc.EHTH · Entity 497 | Chief Operating Officer | July 29, 2020 | July 31, 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 July 29, 2020 · Filed July 31, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 209,995 |
Reported balance
After 2020-07-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-07-29 · Tax withholding · Disposed 336 · Balance 209,995 F1: Represents the withholding of shares to satisfy tax withholding obligation. F2: Total amount of shares beneficially owned includes shares deferred upon vesting of certain restricted stock units. The deferred shares will be settled in accordance with the terms of the deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the withholding of shares to satisfy tax withholding obligation.
F2: Total amount of shares beneficially owned includes shares deferred upon vesting of certain restricted stock units. The deferred shares will be settled in accordance with the terms of the deferral election.
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 |
|---|---|---|---|---|---|---|
| November 09, 2017 Filed Nov 13, 2017 20:20 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionPerformance Stock Unit · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000146 · wf-form4_151060441230039.xml · derivative · entry 6 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2021-03-31 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 · kind: This represents the achievement of a stock price threshold under a performance restricted stock unit granted on 3/31/2017. 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 September 25, 2018, subject to the individual continuing to provide services to the company though the vesting date. F5 · 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 pricethresholds. 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. F5 · balance_after: 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 pricethresholds. 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 |
| November 09, 2017 Filed Nov 13, 2017 20:20 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionPerformance Stock Unit · Derivative | 18,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000146 · wf-form4_151060441230039.xml · derivative · entry 5 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,750 Underlying: Common Stock · 18,750 shares Expires 2020-08-16 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 · kind: This represents the achievement of a stock price threshold under a performance restricted stock unit granted on 8/16/2016. 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 October 11, 2018, subject to the individual continuing to provide services to the company though the vesting date. F5 · 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 pricethresholds. 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. F5 · balance_after: 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 pricethresholds. 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 |
| November 09, 2017 Filed Nov 13, 2017 20:20 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionPerformance Stock Unit · Derivative | 18,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000146 · wf-form4_151060441230039.xml · derivative · entry 4 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 18,750 shares Expires 2020-08-16 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 8/16/2016. 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 September 11, 2018, subject to the individual continuing to provide services to the company though the vesting date. F5 · 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 pricethresholds. 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. F5 · balance_after: 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 pricethresholds. 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 |
| November 09, 2017 Filed Nov 13, 2017 20:20 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000146 · wf-form4_151060441230039.xml · nonDerivative · entry 3 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,203 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 · kind: This represents the achievement of a stock price threshold under a performance restricted stock unit granted on 3/31/2017. 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 September 25, 2018, subject to the individual continuing to provide services to the company though the vesting date. F2 · balance_after: Total amount of shares beneficially owned includes shares deferred upon vesting of certain restricted stock units. The deferred shares will be settled in accordance with the terms of the deferral election. Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 20:20 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionCommon Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000146 · wf-form4_151060441230039.xml · nonDerivative · entry 2 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,203 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 · kind: This represents the achievement of a stock price threshold under a performance restricted stock unit granted on 8/16/2016. 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 October 11, 2018, subject to the individual continuing to provide services to the company though the vesting date. F2 · balance_after: Total amount of shares beneficially owned includes shares deferred upon vesting of certain restricted stock units. The deferred shares will be settled in accordance with the terms of the deferral election. Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 20:20 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionCommon Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000146 · wf-form4_151060441230039.xml · nonDerivative · entry 1 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,453 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 8/16/2016. 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 September 11, 2018, subject to the individual continuing to provide services to the company though the vesting date. F2 · balance_after: Total amount of shares beneficially owned includes shares deferred upon vesting of certain restricted stock units. The deferred shares will be settled in accordance with the terms of the deferral election. Read SEC document |
| September 06, 2017 Filed Sep 8, 2017 20:06 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionPerformance Stock Unit · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000118 · edgar.xml · derivative · entry 2 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 10,000 shares Expires 2021-03-31 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 3/31/2017. 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 June 20, 2018, subject to the individual continuing to provide services to the company though the vesting date. F3 · 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. F3 · balance_after: 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 |
| September 06, 2017 Filed Sep 8, 2017 20:06 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000118 · edgar.xml · nonDerivative · entry 1 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,703 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 3/31/2017. 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 June 20, 2018, subject to the individual continuing to provide services to the company though the vesting date. F2 · balance_after: Total amount of shares beneficially owned includes shares deferred upon vesting of certain restricted stock units. The deferred shares will be settled in accordance with the terms of the deferral election. Read SEC document |
| July 11, 2017 Filed Jul 13, 2017 19:59 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 7,047 | $18.23 | $128,466.81 |
DisclosureSEC source: 0001333493-17-000093 · edgar.xml · nonDerivative · entry 1 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,703 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. F2 · balance_after: Total amount of shares beneficially owned includes shares deferred upon vesting of certain restricted stock units. The deferred shares will be settled in accordance with the terms of the deferral election. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 19:40 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionPerformance Stock Unit · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000074 · edgar.xml · derivative · entry 4 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 10,000 shares Expires 2021-03-31 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 · kind: This represents the achievement of a stock price threshold under a performance restricted stock unit granted on 3/31/2017. 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 May 18, 2018, subject to the individual continuing to provide services to the company though the vesting date. F4 · 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. F4 · balance_after: 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 12, 2017 Filed Jun 14, 2017 19:40 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionPerformance Stock Unit · Derivative | 18,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000074 · edgar.xml · derivative · entry 3 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,250 Underlying: Common Stock · 18,750 shares Expires 2020-08-16 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 8/16/2016. 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 June 1, 2018, subject to the individual continuing to provide services to the company though the vesting date. F4 · 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. F4 · balance_after: 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 12, 2017 Filed Jun 14, 2017 19:40 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000074 · edgar.xml · nonDerivative · entry 2 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,750 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 · kind: This represents the achievement of a stock price threshold under a performance restricted stock unit granted on 3/31/2017. 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 May 18, 2018, subject to the individual continuing to provide services to the company though the vesting date. F3 · balance_after: Total amount of shares beneficially owned includes shares deferred upon vesting of certain restricted stock units. The deferred shares will be settled in accordance with the terms of the deferral election. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 19:40 UTC | eHealth, Inc. EHTH · Entity 497 | Exercise / conversionCommon Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000074 · edgar.xml · nonDerivative · entry 1 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,750 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 8/16/2016. 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 June 1, 2018, subject to the individual continuing to provide services to the company though the vesting date. F3 · balance_after: Total amount of shares beneficially owned includes shares deferred upon vesting of certain restricted stock units. The deferred shares will be settled in accordance with the terms of the deferral election. Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 20:17 UTC | eHealth, Inc. EHTH · Entity 497 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000051 · edgar.xml · nonDerivative · entry 1 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 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 31, 2017, subject to the individual continuing to provide services to the company through the applicable vesting date. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:02 UTC | eHealth, Inc. EHTH · Entity 497 | GrantPerformance Stock Units · Derivative | 40,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000040 · edgar.xml · derivative · entry 1 Francis David K. · CIK 0001679661 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2021-03-31 F1 · derivative.exercise_date: The performance-based restricted stock units will be eligible to vest during a four-year performance period following the award's grant date based on the company's stock price trading at a certain pre-determined price thresholds. Once a price 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.