Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Teladoc Health, Inc.TDOC · Entity 1547 | President | July 15, 2019 | July 19, 2019 |
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 July 15, 2019 · Filed July 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2019-07-17 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-07-15 · Exercise / conversion · Acquired 29,412 · Balance 29,412 F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Row 2 · 2019-07-15 · Sale · Disposed 13,753 · Balance 15,659 F2: Shares sold to cover the issuer's withholding obligation in respect of reporting person's award. Row 3 · 2019-07-17 · Sale · Disposed 7,829 · Balance 7,830 F3: 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. F4: Represents the weighted average price of transactions ranging from $68.90 to $69.32. 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 4 · 2019-07-17 · Sale · Disposed 7,830 · Balance 0 F3: 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. F4: Represents the weighted average price of transactions ranging from $68.90 to $69.32. 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-07-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-07-15 · Exercise / conversion · Disposed 29,412 · Balance 0 F5: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F6: On July 14, 2017, the reporting person was was granted 58,824 restricted stock units, vesting in two equal annual installments beginning on July 14, 2018. |
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 issuer's withholding obligation in respect of reporting person's award.
F3: 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.
F4: Represents the weighted average price of transactions ranging from $68.90 to $69.32. 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.
F5: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock.
F6: On July 14, 2017, the reporting person was was granted 58,824 restricted stock units, vesting in two equal annual installments beginning on July 14, 2018.
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 |
|---|---|---|---|---|---|---|
| March 07, 2018 Filed Mar 9, 2018 22:15 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 27,533 | $43.01 | $1,184,194.33 |
DisclosureSEC source: 0001179110-18-003979 · edgar.xml · nonDerivative · entry 1 MCCLENNEN PETER A · CIK 0001322295 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Represents the weighted average price of transactions ranging from $42.75 to $43.10. 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 |
| March 01, 2018 Filed Mar 6, 2018 00:24 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Unit · Derivative | 24,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003541 · edgar.xml · derivative · entry 2 MCCLENNEN PETER A · CIK 0001322295 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,849 Underlying: Common Stock · 24,849 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F3 · derivative.exercise_date: The restricted stock unit vests in three equal annual installments beginning March 1, 2019. F3 · derivative.expiration_date: The restricted stock unit vests in three equal annual installments beginning March 1, 2019. Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 00:24 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantEmployee Stock Option (right to buy) · Derivative | 105,965 | $0.00 Strike: $38.55 | $0.00 |
DisclosureSEC source: 0001179110-18-003541 · edgar.xml · derivative · entry 1 MCCLENNEN PETER A · CIK 0001322295 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,965 Underlying: Common Stock · 105,965 shares Expires 2028-03-01 F1 · derivative.exercise_date: The option will vest as to 25% of the shares on March 1, 2019. The remainder of the shares will vest in 36 equal monthly installments thereafter. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 23:15 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 50,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-013788 · edgar.xml · derivative · entry 2 MCCLENNEN PETER A · CIK 0001322295 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,769 Underlying: Common Stock · 50,769 shares Expires 2027-11-03 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F3 · derivative.exercise_date: The restricted stock unit vests in four equal annual installments beginning on November 3, 2018. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 23:15 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantEmployee Stock Option (right to buy) · Derivative | 226,128 | $0.00 Strike: $32.50 | $0.00 |
DisclosureSEC source: 0001179110-17-013788 · edgar.xml · derivative · entry 1 MCCLENNEN PETER A · CIK 0001322295 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,128 Underlying: Common Stock · 226,128 shares Expires 2027-11-03 F1 · derivative.exercise_date: The option will vest as to 25% of the shares on November 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.