Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EDISON INTERNATIONALEIX · Entity 3225 | Director | April 25, 2019 | April 29, 2019 |
| United Parks & Resorts Inc.SEAS · Entity 4601 | Director | June 14, 2017 | June 16, 2017 |
| eHealth, Inc.EHTH · Entity 497 | Director | July 31, 2018 | August 02, 2018 |
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.
EDISON INTERNATIONAL
Report date April 25, 2019 · Filed April 29, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,649 |
Reported balance
After 2019-04-25 transaction · row 1
1 source rowRow 1 · 2019-04-25 · Grant · Acquired 2,399 · Balance 6,649 F1: This common stock was granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: This common stock was granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting.
United Parks & Resorts Inc.
Report date June 14, 2017 · Filed June 16, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,072 |
Reported balance
After 2017-06-14 transaction · row 1
1 source rowRow 1 · 2017-06-14 · Grant · Acquired 7,029 · Balance 28,072 F1: Represents shares of restricted stock granted pursuant to SeaWorld Entertainment, Inc.'s Fourth Amended and Restated Outside Director Compensation Policy, which vest 100% on the day before the 2018 Annual Stockholders Meeting of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted stock granted pursuant to SeaWorld Entertainment, Inc.'s Fourth Amended and Restated Outside Director Compensation Policy, which vest 100% on the day before the 2018 Annual Stockholders Meeting of the Company.
eHealth, Inc.
Report date July 31, 2018 · Filed August 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,330 |
Reported balance
After 2018-07-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-07-31 · Sale · Disposed 31,857 · Balance 36,330 F1: The price reported in Table I, Column 4 for sales on 7/31/2018 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.95 to $23.50, inclusive. The reporting person undertakes to provide to eHealth, Inc., any security holder of eHealth Inc., or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. 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: The price reported in Table I, Column 4 for sales on 7/31/2018 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.95 to $23.50, inclusive. The reporting person undertakes to provide to eHealth, Inc., any security holder of eHealth Inc., or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4.
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 |
|---|---|---|---|---|---|---|
| April 25, 2019 Filed Apr 29, 2019 22:45 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantCommon Stock | 2,399 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-19-000100 · wf-form4_155657788567571.xml · nonDerivative · entry 1 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,649 F1 · shares: This common stock was granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:33 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionPhantom Stock · Derivative | 622.005 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-19-000002 · wf-form4_154655476350851.xml · derivative · entry 3 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,905.2424 Underlying: Common Stock · 622.005 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. F2 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F1 · kind: Transaction code "X" is also applicable to this transaction. F5 · shares: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). F6 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F6 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F5 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:33 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Disposition to issuerCommon Stock | 2.005 | $56.77 | $113.82 |
DisclosureSEC source: 0000827052-19-000002 · wf-form4_154655476350851.xml · nonDerivative · entry 2 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,250 F3 · kind: This transaction reports the issuer's automatic cash-out of fractional shares, pursuant to the terms of the awards involved in the settlement of phantom stock reported in this Form using transaction code "M." F4 · price: The stock price used is the closing price on the business day prior to the payout. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:33 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionCommon Stock | 622.005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000827052-19-000002 · wf-form4_154655476350851.xml · nonDerivative · entry 1 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,252.005 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: Transaction code "X" is also applicable to this transaction. F2 · price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 19:46 UTC | eHealth, Inc. EHTH · Entity 497 | SaleCommon Stock | 31,857 | $23.16 | $737,849.53 |
DisclosureSEC source: 0001333493-18-000134 · wf-form4_153323920029456.xml · nonDerivative · entry 1 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,330 F1 · kind: The price reported in Table I, Column 4 for sales on 7/31/2018 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.95 to $23.50, inclusive. The reporting person undertakes to provide to eHealth, Inc., any security holder of eHealth Inc., or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. 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, 2018 Filed Jun 14, 2018 18:24 UTC | eHealth, Inc. EHTH · Entity 497 | GrantCommon Stock | 7,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-18-000118 · wf-form4_152900065729200.xml · nonDerivative · entry 1 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,187 F1 · kind: This represents an annual award of restricted stock units to the Company's non-employee directors. Each unit represents a contingent right to receive one share of the Company's common stock upon vesting. Subject to the Reporting Person's continuous service with the Company, the restricted stock units will become 100% vested on the day prior to the Company's next annual stockholder meeting approximately one year following the date of grant. The restricted stock units will also become 100% vested if the Company is subject to a change in control before the Reporting Person's service terminates. 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 |
| April 26, 2018 Filed Apr 30, 2018 16:06 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantCommon Stock | 2,147 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-18-000094 · wf-form4_152510437935251.xml · nonDerivative · entry 1 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,630 F1 · shares: This common stock was granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 18:59 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionPhantom Stock · Derivative | 426.4047 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-18-000002 · wf-form4_151500594713660.xml · derivative · entry 3 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,279.1913 Underlying: Common Stock · 426.4047 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. F2 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F1 · kind: Transaction code "X" is also applicable to this transaction. F5 · shares: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). F6 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F6 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F5 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 18:59 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Disposition to issuerCommon Stock | 1.4047 | $63.24 | $88.83 |
DisclosureSEC source: 0000827052-18-000002 · wf-form4_151500594713660.xml · nonDerivative · entry 2 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,483 F3 · kind: This transaction reports the issuer's automatic cash-out of fractional shares, pursuant to the terms of the awards involved in the settlement of phantom stock reported in this Form using transaction code "M." F4 · price: The stock price used is the closing price on the business day prior to the payout. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 18:59 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionCommon Stock | 426.4047 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000827052-18-000002 · wf-form4_151500594713660.xml · nonDerivative · entry 1 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,484.4047 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: Transaction code "X" is also applicable to this transaction. F2 · price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 19:38 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantCommon Stock | 7,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-040668 · doc4.xml · nonDerivative · entry 1 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,072 F1 · shares: Represents shares of restricted stock granted pursuant to SeaWorld Entertainment, Inc.'s Fourth Amended and Restated Outside Director Compensation Policy, which vest 100% on the day before the 2018 Annual Stockholders Meeting of the Company. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 19:09 UTC | eHealth, Inc. EHTH · Entity 497 | GrantCommon Stock | 8,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000082 · edgar.xml · nonDerivative · entry 1 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,925 F1 · kind: This represents an annual award of restricted stock units to the Copmany's non-employee directors. Each unit represents a contingent right to receive one share of the Company's common stock upon vesting. Subject to the Reporting Person's continuous service with the Company, the restricted stock units will become 100% vested on the day prior to the Company's next annual stockholder meeting approximately one year following the date of grant. The restricted stock units will also become 100% vested if the Company is subject to a change in control before the Reporting Person's service terminates. 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 |
| April 27, 2017 Filed May 1, 2017 19:32 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantPhantom Stock · Derivative | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-17-000124 · wf-form4_149366716255941.xml · derivative · entry 2 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,551.0966 Underlying: Common Stock · 840 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F3 · shares: The phantom stock units were granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting. F4 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F4 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F5 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| April 27, 2017 Filed May 1, 2017 19:32 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantCommon Stock | 841 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-17-000124 · wf-form4_149366716255941.xml · nonDerivative · entry 1 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,058 F1 · shares: This common stock was granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 01:35 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionPhantom Stock · Derivative | 217.2025 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-17-000002 · wf-form4_148349374309409.xml · derivative · entry 3 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,672.543 Underlying: Common Stock · 217.2025 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. F2 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F1 · kind: Transaction code "X" is also applicable to this transaction. F5 · shares: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). F6 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death, or disability, unless another date(s) is elected by the Reporting Person. F6 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death, or disability, unless another date(s) is elected by the Reporting Person. F5 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 01:35 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Disposition to issuerCommon Stock | 0.2025 | $71.99 | $14.58 |
DisclosureSEC source: 0000827052-17-000002 · wf-form4_148349374309409.xml · nonDerivative · entry 2 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217 F3 · kind: This transaction reports the automatic cash-out of a fractional share by the issuer. F4 · price: The stock price used is the closing price on the business day prior to the payout. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 01:35 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | Exercise / conversionCommon Stock | 217.2025 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000827052-17-000002 · wf-form4_148349374309409.xml · nonDerivative · entry 1 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217.2025 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: Transaction code "X" is also applicable to this transaction. F2 · price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 20:52 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | SaleCommon Stock | 3,012 | $71.87 | $216,472.44 |
DisclosureSEC source: 0000827052-16-000384 · wf-form4_147397274577904.xml · nonDerivative · entry 1 Tauscher Ellen O. · CIK 0001541158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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.