Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Teladoc Health, Inc.TDOC · Entity 1547 | Senior VP, Controller and CAO | April 16, 2017 | April 17, 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 April 16, 2017 · Filed April 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 988 |
Ending reported balance
After 2020-04-16 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2020-04-16 · Exercise / conversion · Acquired 2,734 · Balance 6,077 Row 2 · 2020-04-16 · Exercise / conversion · Acquired 2,355 · Balance 8,432 Row 3 · 2020-04-16 · Exercise / conversion · Acquired 14,850 · Balance 23,282 Row 4 · 2020-04-16 · Sale · Disposed 19,939 · Balance 3,343 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 2, 2020. F2: Represents the weighted average price of transactions ranging from $166.05 to $171.55. 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. Row 5 · 2020-04-16 · Sale · Disposed 2,355 · Balance 988 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 2, 2020. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.60 · Expires 2025-04-22 | Direct | 0 |
Reported balance
After 2020-04-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-04-16 · Exercise / conversion · Disposed 2,734 · Balance 0 F3: The option vested as to 25% of the shares on April 22, 2016. The remainder of the shares vested in 36 equal monthly installments thereafter. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.21 · Expires 2026-03-07 | Direct | 0 |
Reported balance
After 2020-04-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-04-16 · Exercise / conversion · Disposed 2,355 · Balance 0 F4: The option vested as to 25% of the shares on March 7, 2017. The remainder of the shares vested in 36 equal monthly installments thereafter. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.30 · Expires 2027-03-03 | Direct | 4,950 |
Reported balance
After 2020-04-16 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-04-16 · Exercise / conversion · Disposed 14,850 · Balance 4,950 F5: The option vested as to 25% of the shares on March 3, 2018. 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 2, 2020.
F2: Represents the weighted average price of transactions ranging from $166.05 to $171.55. 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.
F3: The option vested as to 25% of the shares on April 22, 2016. The remainder of the shares vested in 36 equal monthly installments thereafter.
F4: The option vested as to 25% of the shares on March 7, 2017. The remainder of the shares vested in 36 equal monthly installments thereafter.
F5: The option vested as to 25% of the shares on March 3, 2018. 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 |
|---|---|---|---|---|---|---|
| April 16, 2020 Filed Apr 17, 2020 20:03 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,850 | $0.00 Strike: $22.30 | $0.00 |
DisclosureSEC source: 0001179110-20-004928 · edgar.xml · derivative · entry 8 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,950 Underlying: Common Stock · 14,850 shares Expires 2027-03-03 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_date: The option vested as to 25% of the shares on March 3, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter. Read SEC document |
| April 16, 2020 Filed Apr 17, 2020 20:03 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,355 | $0.00 Strike: $12.21 | $0.00 |
DisclosureSEC source: 0001179110-20-004928 · edgar.xml · derivative · entry 7 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,355 shares Expires 2026-03-07 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 vested as to 25% of the shares on March 7, 2017. The remainder of the shares vested in 36 equal monthly installments thereafter. Read SEC document |
| April 16, 2020 Filed Apr 17, 2020 20:03 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,734 | $0.00 Strike: $9.60 | $0.00 |
DisclosureSEC source: 0001179110-20-004928 · edgar.xml · derivative · entry 6 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,734 shares Expires 2025-04-22 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: The option vested as to 25% of the shares on April 22, 2016. The remainder of the shares vested in 36 equal monthly installments thereafter. Read SEC document |
| April 16, 2020 Filed Apr 17, 2020 20:03 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 2,355 | $165.93 | $390,765.15 |
DisclosureSEC source: 0001179110-20-004928 · edgar.xml · nonDerivative · entry 5 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 988 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 March 2, 2020. Read SEC document |
| April 16, 2020 Filed Apr 17, 2020 20:03 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 19,939 | $169.16 | $3,372,881.24 |
DisclosureSEC source: 0001179110-20-004928 · edgar.xml · nonDerivative · entry 4 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,343 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 March 2, 2020. F2 · price: Represents the weighted average price of transactions ranging from $166.05 to $171.55. 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 |
| April 16, 2020 Filed Apr 17, 2020 20:03 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 14,850 | $22.30 | $331,155.00 |
DisclosureSEC source: 0001179110-20-004928 · edgar.xml · nonDerivative · entry 3 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,282 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 |
| April 16, 2020 Filed Apr 17, 2020 20:03 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 2,355 | $12.21 | $28,754.55 |
DisclosureSEC source: 0001179110-20-004928 · edgar.xml · nonDerivative · entry 2 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,432 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 |
| April 16, 2020 Filed Apr 17, 2020 20:03 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 2,734 | $9.60 | $26,246.40 |
DisclosureSEC source: 0001179110-20-004928 · edgar.xml · nonDerivative · entry 1 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,077 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 |
| March 05, 2020 Filed Mar 6, 2020 21:09 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 1,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-003224 · edgar.xml · derivative · entry 3 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,961 Underlying: Common Stock · 1,480 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. F1 · derivative.exercise_price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F3 · derivative.exercise_date: On March 4, 2019, the reporting person was granted 4,441 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: On March 4, 2019, the reporting person was granted 4,441 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 21:09 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Tax withholdingCommon Stock | 492 | $134.09 | $65,972.28 |
DisclosureSEC source: 0001179110-20-003224 · edgar.xml · nonDerivative · entry 2 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,343 F2 · shares: Shares sold to cover the issuer's withholding obligation in respect of reporting person's award. Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 21:09 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-003224 · edgar.xml · nonDerivative · entry 1 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,835 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 02, 2020 Filed Mar 4, 2020 21:18 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 3,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-003068 · edgar.xml · derivative · entry 4 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,213 Underlying: Common Stock · 3,213 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F5 · derivative.exercise_date: The restricted stock unit vests in three equal annual installments beginning March 2, 2021. F5 · derivative.expiration_date: The restricted stock unit vests in three equal annual installments beginning March 2, 2021. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:18 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-003068 · edgar.xml · derivative · entry 3 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,767 Underlying: Common Stock · 1,766 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. F1 · derivative.exercise_price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F3 · derivative.exercise_date: On March 1, 2018, the reporting person was granted 5,300 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: On March 1, 2018, the reporting person was granted 5,300 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:18 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Tax withholdingCommon Stock | 640 | $123.56 | $79,078.40 |
DisclosureSEC source: 0001179110-20-003068 · edgar.xml · nonDerivative · entry 2 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,355 F2 · shares: Shares sold to cover the issuer's withholding obligation in respect of reporting person's award. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:18 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,766 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-003068 · edgar.xml · nonDerivative · entry 1 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,995 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 |
| October 31, 2019 Filed Nov 1, 2019 21:42 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 9,569 | $0.00 Strike: $9.60 | $0.00 |
DisclosureSEC source: 0001179110-19-011357 · edgar.xml · derivative · entry 3 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,734 Underlying: Common Stock · 9,569 shares Expires 2025-04-22 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 April 22, 2016. The remainder of the shares vest in 36 equal monthly installments thereafter. Read SEC document |
| October 31, 2019 Filed Nov 1, 2019 21:42 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 9,569 | $75.00 | $717,675.00 |
DisclosureSEC source: 0001179110-19-011357 · edgar.xml · nonDerivative · entry 2 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,229 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 March 4, 2019. Read SEC document |
| October 31, 2019 Filed Nov 1, 2019 21:42 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 9,569 | $9.60 | $91,862.40 |
DisclosureSEC source: 0001179110-19-011357 · edgar.xml · nonDerivative · entry 1 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,798 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 |
| March 04, 2019 Filed Mar 6, 2019 23:02 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 4,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-003461 · edgar.xml · derivative · entry 4 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,441 Underlying: Common Stock · 4,441 shares Expires not disclosed F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F4 · derivative.exercise_date: The restricted stock unit vests in three equal annual installments beginning March 4, 2020. F4 · derivative.expiration_date: The restricted stock unit vests in three equal annual installments beginning March 4, 2020. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:02 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 1,767 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-003461 · edgar.xml · derivative · entry 3 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,533 Underlying: Common Stock · 1,767 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. F1 · derivative.exercise_price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F3 · derivative.exercise_date: On March 1, 2018, the reporting person was granted 5,300 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: On March 1, 2018, the reporting person was granted 5,300 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:02 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Tax withholdingCommon Stock | 538 | $67.55 | $36,341.90 |
DisclosureSEC source: 0001179110-19-003461 · edgar.xml · nonDerivative · entry 2 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,229 F2 · shares: Shares sold to cover the issuer's withholding obligation in respect of reporting person's award. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:02 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,767 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-003461 · edgar.xml · nonDerivative · entry 1 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,767 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 03, 2017 Filed Mar 7, 2017 23:51 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantEmployee Stock Option (right to buy) · Derivative | 19,800 | $0.00 Strike: $22.30 | $0.00 |
DisclosureSEC source: 0001179110-17-004171 · edgar.xml · derivative · entry 1 Cappucci Gabriel R. · CIK 0001417243 · Senior VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,800 Underlying: Common Stock · 19,800 shares Expires 2027-03-03 F1 · derivative.exercise_date: The option will vest as to 25% of the shares on March 3, 2018. 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.