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person · Reporting owner

Rodrigues Fernando M.

Disclosed activity across 1 company

Tapewire entity
1548
SEC CIK
0002037547

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Teladoc Health, Inc.TDOC · Entity 1547President of BetterHelpSeptember 01, 2026September 03, 2026

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 September 01, 2026 · Filed September 03, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Ending reported balance After 2026-09-03 transaction · row 5
5 source rows · reconciled sequence

Row 1 · 2026-09-01 · Exercise / conversion · Acquired 5,492 · Balance 5,492

F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis.

Row 2 · 2026-09-01 · Exercise / conversion · Acquired 1,042 · Balance 6,534

F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis.

Row 3 · 2026-09-01 · Exercise / conversion · Acquired 8,717 · Balance 15,251

F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis.

Row 4 · 2026-09-02 · Sale · Disposed 5,439 · Balance 9,812

F2: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's restricted stock unit awards.

Row 5 · 2026-09-03 · Sale · Disposed 9,812 · Balance 0

F3: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on November 3, 2025.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect5,492 Reported balance After 2026-09-01 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2026-09-01 · Exercise / conversion · Disposed 5,492 · Balance 5,492

F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis.

F4: On December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect2,084 Reported balance After 2026-09-01 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2026-09-01 · Exercise / conversion · Disposed 1,042 · Balance 2,084

F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis.

F5: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect52,302 Reported balance After 2026-09-01 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2026-09-01 · Exercise / conversion · Disposed 8,717 · Balance 52,302

F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis.

F6: On March 1, 2025, the reporting person was granted 104,602 restricted stock units, vesting one-third on March 1, 2026, with the remainder vesting in eight substantially equal quarterly installments thereafter.

Filing footnotes · ownership attribution and instrument terms

F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis.

F2: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's restricted stock unit awards.

F3: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on November 3, 2025.

F4: On December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

F5: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

F6: On March 1, 2025, the reporting person was granted 104,602 restricted stock units, vesting one-third on March 1, 2026, with the remainder vesting in eight substantially equal quarterly installments thereafter.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 03, 2026 Filed Sep 3, 2026 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 9,812 $6.51 $63,876.12
Disclosure

SEC source: 0002037547-26-000008 · wk-form4_1788465901.xml · nonDerivative · entry 5

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F3 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on November 3, 2025.

Read SEC document
September 02, 2026 Filed Sep 3, 2026 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 5,439 $6.30 $34,271.14
Disclosure

SEC source: 0002037547-26-000008 · wk-form4_1788465901.xml · nonDerivative · entry 4

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,812

F2 · shares: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's restricted stock unit awards.

Read SEC document
September 01, 2026 Filed Sep 3, 2026 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 8,717 $0.00 $0.00
Disclosure

SEC source: 0002037547-26-000008 · wk-form4_1788465901.xml · derivative · entry 8

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,302

Underlying: Common Stock · 8,717 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.

F6 · derivative.exercise_date: On March 1, 2025, the reporting person was granted 104,602 restricted stock units, vesting one-third on March 1, 2026, with the remainder vesting in eight substantially equal quarterly installments thereafter.

F6 · derivative.expiration_date: On March 1, 2025, the reporting person was granted 104,602 restricted stock units, vesting one-third on March 1, 2026, with the remainder vesting in eight substantially equal quarterly installments thereafter.

Read SEC document
September 01, 2026 Filed Sep 3, 2026 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 1,042 $0.00 $0.00
Disclosure

SEC source: 0002037547-26-000008 · wk-form4_1788465901.xml · derivative · entry 7

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,084

Underlying: Common Stock · 1,042 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.

F5 · derivative.exercise_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

F5 · derivative.expiration_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

Read SEC document
September 01, 2026 Filed Sep 3, 2026 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 5,492 $0.00 $0.00
Disclosure

SEC source: 0002037547-26-000008 · wk-form4_1788465901.xml · derivative · entry 6

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,492

Underlying: Common Stock · 5,492 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.

F4 · derivative.exercise_date: On December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

F4 · derivative.expiration_date: On December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

Read SEC document
September 01, 2026 Filed Sep 3, 2026 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 8,717 Not disclosed Not disclosed
Disclosure

SEC source: 0002037547-26-000008 · wk-form4_1788465901.xml · nonDerivative · entry 3

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,251

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
September 01, 2026 Filed Sep 3, 2026 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 1,042 Not disclosed Not disclosed
Disclosure

SEC source: 0002037547-26-000008 · wk-form4_1788465901.xml · nonDerivative · entry 2

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,534

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
September 01, 2026 Filed Sep 3, 2026 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 5,492 Not disclosed Not disclosed
Disclosure

SEC source: 0002037547-26-000008 · wk-form4_1788465901.xml · nonDerivative · entry 1

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,492

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
June 03, 2026 Filed Jun 4, 2026 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 9,572 $7.40 $70,832.80
Disclosure

SEC source: 0002037547-26-000006 · wk-form4_1780603502.xml · nonDerivative · entry 1

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on November 3, 2025.

Read SEC document
June 02, 2026 Filed Jun 3, 2026 20:26 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 5,677 $7.63 $43,298.48
Disclosure

SEC source: 0002037547-26-000004 · wk-form4_1780518378.xml · nonDerivative · entry 4

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,572

F2 · shares: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's restricted stock unit awards.

Read SEC document
June 01, 2026 Filed Jun 3, 2026 20:26 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 8,716 $0.00 $0.00
Disclosure

SEC source: 0002037547-26-000004 · wk-form4_1780518378.xml · derivative · entry 7

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,019

Underlying: Common Stock · 8,716 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.

F5 · derivative.exercise_date: On March 1, 2025, the reporting person was granted 104,602 restricted stock units, vesting one-third on March 1, 2026, with the remainder vesting in eight substantially equal quarterly installments thereafter.

F5 · derivative.expiration_date: On March 1, 2025, the reporting person was granted 104,602 restricted stock units, vesting one-third on March 1, 2026, with the remainder vesting in eight substantially equal quarterly installments thereafter.

Read SEC document
June 01, 2026 Filed Jun 3, 2026 20:26 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 1,042 $0.00 $0.00
Disclosure

SEC source: 0002037547-26-000004 · wk-form4_1780518378.xml · derivative · entry 6

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,126

Underlying: Common Stock · 1,042 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.

F4 · derivative.exercise_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

F4 · derivative.expiration_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

Read SEC document
June 01, 2026 Filed Jun 3, 2026 20:26 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 5,491 $0.00 $0.00
Disclosure

SEC source: 0002037547-26-000004 · wk-form4_1780518378.xml · derivative · entry 5

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,984

Underlying: Common Stock · 5,491 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 December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

F3 · derivative.expiration_date: On December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

Read SEC document
June 01, 2026 Filed Jun 3, 2026 20:26 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 8,716 Not disclosed Not disclosed
Disclosure

SEC source: 0002037547-26-000004 · wk-form4_1780518378.xml · nonDerivative · entry 3

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,249

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
June 01, 2026 Filed Jun 3, 2026 20:26 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 1,042 Not disclosed Not disclosed
Disclosure

SEC source: 0002037547-26-000004 · wk-form4_1780518378.xml · nonDerivative · entry 2

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,533

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
June 01, 2026 Filed Jun 3, 2026 20:26 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 5,491 Not disclosed Not disclosed
Disclosure

SEC source: 0002037547-26-000004 · wk-form4_1780518378.xml · nonDerivative · entry 1

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,491

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, 2026 Filed Mar 3, 2026 21:10 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 25,086 $4.98 $124,978.45
Disclosure

SEC source: 0002037547-26-000002 · wk-form4_1772572193.xml · nonDerivative · entry 5

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F3 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on November 3, 2025.

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:10 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 16,314 $5.12 $83,478.74
Disclosure

SEC source: 0002037547-26-000002 · wk-form4_1772572193.xml · nonDerivative · entry 4

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 25,086

F2 · shares: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's restricted stock unit awards.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:10 UTC Teladoc Health, Inc. TDOC · Entity 1547 GrantRestricted Stock Units · Derivative 181,661 $0.00 $0.00
Disclosure

SEC source: 0002037547-26-000002 · wk-form4_1772572193.xml · derivative · entry 9

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 181,661

Underlying: Common Stock · 181,661 shares

Expires not disclosed

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock.

F8 · derivative.exercise_date: One-third of the restricted stock units vest on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

F8 · derivative.expiration_date: One-third of the restricted stock units vest on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

Read SEC document
February 27, 2026 Filed Mar 3, 2026 21:10 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 34,867 $0.00 $0.00
Disclosure

SEC source: 0002037547-26-000002 · wk-form4_1772572193.xml · derivative · entry 8

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 69,735

Underlying: Common Stock · 34,867 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.

F6 · derivative.exercise_date: On March 1, 2025, the reporting person was granted 104,602 restricted stock units, vesting one-third on March 1, 2026, with the remainder vesting in eight substantially equal quarterly installments thereafter.

F6 · derivative.expiration_date: On March 1, 2025, the reporting person was granted 104,602 restricted stock units, vesting one-third on March 1, 2026, with the remainder vesting in eight substantially equal quarterly installments thereafter.

Read SEC document
February 27, 2026 Filed Mar 3, 2026 21:10 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 1,042 $0.00 $0.00
Disclosure

SEC source: 0002037547-26-000002 · wk-form4_1772572193.xml · derivative · entry 7

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,168

Underlying: Common Stock · 1,042 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.

F5 · derivative.exercise_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

F5 · derivative.expiration_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

Read SEC document
February 27, 2026 Filed Mar 3, 2026 21:10 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 5,491 $0.00 $0.00
Disclosure

SEC source: 0002037547-26-000002 · wk-form4_1772572193.xml · derivative · entry 6

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,475

Underlying: Common Stock · 5,491 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.

F4 · derivative.exercise_date: On December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

F4 · derivative.expiration_date: On December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

Read SEC document
February 27, 2026 Filed Mar 3, 2026 21:10 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 34,867 Not disclosed Not disclosed
Disclosure

SEC source: 0002037547-26-000002 · wk-form4_1772572193.xml · nonDerivative · entry 3

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,400

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
February 27, 2026 Filed Mar 3, 2026 21:10 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 1,042 Not disclosed Not disclosed
Disclosure

SEC source: 0002037547-26-000002 · wk-form4_1772572193.xml · nonDerivative · entry 2

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,533

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
February 27, 2026 Filed Mar 3, 2026 21:10 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 5,491 Not disclosed Not disclosed
Disclosure

SEC source: 0002037547-26-000002 · wk-form4_1772572193.xml · nonDerivative · entry 1

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,491

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
December 03, 2025 Filed Dec 4, 2025 02:04 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 4,209 $7.48 $31,483.32
Disclosure

SEC source: 0002037547-25-000003 · wk-form4_1764813866.xml · nonDerivative · entry 4

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F3 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on November 18, 2024 and amended on November 27, 2024.

Read SEC document
December 02, 2025 Filed Dec 4, 2025 02:04 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 2,324 $7.49 $17,402.11
Disclosure

SEC source: 0002037547-25-000003 · wk-form4_1764813866.xml · nonDerivative · entry 3

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,209

F2 · shares: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's restricted stock unit awards.

Read SEC document
December 01, 2025 Filed Dec 4, 2025 02:04 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 1,042 $0.00 $0.00
Disclosure

SEC source: 0002037547-25-000003 · wk-form4_1764813866.xml · derivative · entry 6

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,210

Underlying: Common Stock · 1,042 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.

F5 · derivative.exercise_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

F5 · derivative.expiration_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

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December 01, 2025 Filed Dec 4, 2025 02:04 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 5,491 $0.00 $0.00
Disclosure

SEC source: 0002037547-25-000003 · wk-form4_1764813866.xml · derivative · entry 5

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,966

Underlying: Common Stock · 5,491 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.

F4 · derivative.exercise_date: On December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

F4 · derivative.expiration_date: On December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

Read SEC document
December 01, 2025 Filed Dec 4, 2025 02:04 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 1,042 Not disclosed Not disclosed
Disclosure

SEC source: 0002037547-25-000003 · wk-form4_1764813866.xml · nonDerivative · entry 2

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,533

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
December 01, 2025 Filed Dec 4, 2025 02:04 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 5,491 Not disclosed Not disclosed
Disclosure

SEC source: 0002037547-25-000003 · wk-form4_1764813866.xml · nonDerivative · entry 1

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,491

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
September 03, 2025 Filed Sep 3, 2025 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 4,149 $7.59 $31,490.91
Disclosure

SEC source: 0001477449-25-000109 · wk-form4_1756929950.xml · nonDerivative · entry 4

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F3 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on November 18, 2024 and amended on November 27, 2024.

Read SEC document
September 02, 2025 Filed Sep 3, 2025 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 2,383 $7.59 $18,075.06
Disclosure

SEC source: 0001477449-25-000109 · wk-form4_1756929950.xml · nonDerivative · entry 3

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,149

F2 · shares: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's restricted stock unit awards.

Read SEC document
August 29, 2025 Filed Sep 3, 2025 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 1,041 $0.00 $0.00
Disclosure

SEC source: 0001477449-25-000109 · wk-form4_1756929950.xml · derivative · entry 6

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,252

Underlying: Common Stock · 1,041 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.

F5 · derivative.exercise_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

F5 · derivative.expiration_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

Read SEC document
August 29, 2025 Filed Sep 3, 2025 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 5,491 $0.00 $0.00
Disclosure

SEC source: 0001477449-25-000109 · wk-form4_1756929950.xml · derivative · entry 5

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,457

Underlying: Common Stock · 5,491 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.

F4 · derivative.exercise_date: On December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

F4 · derivative.expiration_date: On December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

Read SEC document
August 29, 2025 Filed Sep 3, 2025 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 1,041 Not disclosed Not disclosed
Disclosure

SEC source: 0001477449-25-000109 · wk-form4_1756929950.xml · nonDerivative · entry 2

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,532

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
August 29, 2025 Filed Sep 3, 2025 20:05 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 5,491 Not disclosed Not disclosed
Disclosure

SEC source: 0001477449-25-000109 · wk-form4_1756929950.xml · nonDerivative · entry 1

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,491

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
June 03, 2025 Filed Jun 3, 2025 21:37 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 4,174 $6.91 $28,842.34
Disclosure

SEC source: 0001477449-25-000084 · wk-form4_1748986635.xml · nonDerivative · entry 4

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F3 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on November 18, 2024 and amended on November 27, 2024.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:37 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 2,358 $6.86 $16,175.88
Disclosure

SEC source: 0001477449-25-000084 · wk-form4_1748986635.xml · nonDerivative · entry 3

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,174

F2 · shares: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's restricted stock unit awards.

Read SEC document
May 30, 2025 Filed Jun 3, 2025 21:37 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 1,041 $0.00 $0.00
Disclosure

SEC source: 0001477449-25-000084 · wk-form4_1748986635.xml · derivative · entry 6

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,293

Underlying: Common Stock · 1,041 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.

F5 · derivative.exercise_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

F5 · derivative.expiration_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

Read SEC document
May 30, 2025 Filed Jun 3, 2025 21:37 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 5,491 $0.00 $0.00
Disclosure

SEC source: 0001477449-25-000084 · wk-form4_1748986635.xml · derivative · entry 5

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 32,948

Underlying: Common Stock · 5,491 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.

F4 · derivative.exercise_date: On December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

F4 · derivative.expiration_date: On December 1, 2023, the reporting person was granted 65,894 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

Read SEC document
May 30, 2025 Filed Jun 3, 2025 21:37 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 1,041 Not disclosed Not disclosed
Disclosure

SEC source: 0001477449-25-000084 · wk-form4_1748986635.xml · nonDerivative · entry 2

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,532

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
May 30, 2025 Filed Jun 3, 2025 21:37 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 5,491 Not disclosed Not disclosed
Disclosure

SEC source: 0001477449-25-000084 · wk-form4_1748986635.xml · nonDerivative · entry 1

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,491

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 21, 2025 Filed Mar 21, 2025 20:19 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 2,663 $8.00 $21,304.00
Disclosure

SEC source: 0001477449-25-000032 · wk-form4_1742588388.xml · nonDerivative · entry 3

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F3 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on November 18, 2024 and amended on November 27, 2024.

Read SEC document
March 20, 2025 Filed Mar 21, 2025 20:19 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 1,503 $8.42 $12,661.27
Disclosure

SEC source: 0001477449-25-000032 · wk-form4_1742588388.xml · nonDerivative · entry 2

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,663

F2 · shares: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's restricted stock unit awards.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 20:19 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionRestricted Stock Units · Derivative 4,166 $0.00 $0.00
Disclosure

SEC source: 0001477449-25-000032 · wk-form4_1742588388.xml · derivative · entry 4

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,334

Underlying: Common Stock · 4,166 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.

F4 · derivative.exercise_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

F4 · derivative.expiration_date: On March 19, 2024, the reporting person was granted 12,500 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 20:19 UTC Teladoc Health, Inc. TDOC · Entity 1547 Exercise / conversionCommon Stock 4,166 Not disclosed Not disclosed
Disclosure

SEC source: 0001477449-25-000032 · wk-form4_1742588388.xml · nonDerivative · entry 1

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,166

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 05, 2025 Filed Mar 6, 2025 21:04 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 3,558 $9.20 $32,733.60
Disclosure

SEC source: 0001477449-25-000023 · wk-form4_1741295078.xml · nonDerivative · entry 1

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on November 18, 2024 and amended on November 27, 2024.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 21:07 UTC Teladoc Health, Inc. TDOC · Entity 1547 SaleCommon Stock 1,933 $9.68 $18,719.17
Disclosure

SEC source: 0001477449-25-000021 · wk-form4_1741122428.xml · nonDerivative · entry 2

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,558

F2 · shares: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's restricted stock unit awards.

Read SEC document
March 01, 2025 Filed Mar 4, 2025 21:07 UTC Teladoc Health, Inc. TDOC · Entity 1547 GrantRestricted Stock Units · Derivative 104,602 $0.00 $0.00
Disclosure

SEC source: 0001477449-25-000021 · wk-form4_1741122428.xml · derivative · entry 4

Rodrigues Fernando M. · CIK 0002037547 · President of BetterHelp

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,602

Underlying: Common Stock · 104,602 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: One-third of the restricted stock units vest on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.

F5 · derivative.expiration_date: One-third of the restricted stock units vest on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly 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.