Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Teladoc Health, Inc.TDOC · Entity 1547 | Director | May 25, 2018 | May 30, 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.
Teladoc Health, Inc.
Report date May 25, 2018 · Filed May 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,203 |
Reported balance
After 2018-05-25 transaction · row 1
1 source rowRow 1 · 2018-05-25 · Exercise / conversion · Acquired 918 · Balance 46,203 F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-05-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-05-25 · Exercise / conversion · Disposed 918 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2: On May 25, 2017, the reporting person was granted 918 restricted stock units, vesting in full on May 25, 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: On May 25, 2017, the reporting person was granted 918 restricted stock units, vesting in full on May 25, 2018.
F3: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock.
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 |
|---|---|---|---|---|---|---|
| May 25, 2018 Filed May 30, 2018 20:56 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007679 · edgar.xml · derivative · entry 2 Mawhinney Tom · CIK 0001614946 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 918 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2 · derivative.exercise_date: On May 25, 2017, the reporting person was granted 918 restricted stock units, vesting in full on May 25, 2018. F2 · derivative.expiration_date: On May 25, 2017, the reporting person was granted 918 restricted stock units, vesting in full on May 25, 2018. Read SEC document |
| May 25, 2018 Filed May 30, 2018 20:56 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 918 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-007679 · edgar.xml · nonDerivative · entry 1 Mawhinney Tom · CIK 0001614946 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,203 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| April 05, 2018 Filed Apr 5, 2018 18:08 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionStock Option (right to buy) · Derivative | 9,700 | $0.00 Strike: $16.64 | $0.00 |
DisclosureSEC source: 0001179110-18-005446 · edgar.xml · derivative · entry 6 Mawhinney Tom · CIK 0001614946 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,700 shares Expires 2026-08-08 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 05, 2018 Filed Apr 5, 2018 18:08 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionStock Option (right to buy) · Derivative | 12,249 | $0.00 Strike: $10.84 | $0.00 |
DisclosureSEC source: 0001179110-18-005446 · edgar.xml · derivative · entry 5 Mawhinney Tom · CIK 0001614946 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,249 shares Expires 2026-05-26 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 05, 2018 Filed Apr 5, 2018 18:08 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionStock Option (right to buy) · Derivative | 12,249 | $0.00 Strike: $17.19 | $0.00 |
DisclosureSEC source: 0001179110-18-005446 · edgar.xml · derivative · entry 4 Mawhinney Tom · CIK 0001614946 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,124 Underlying: Common Stock · 12,249 shares Expires 2025-11-04 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_date: The option vests in three equal annual installments beginning July 1, 2016. Read SEC document |
| April 05, 2018 Filed Apr 5, 2018 18:08 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 9,700 | $16.64 | $161,408.00 |
DisclosureSEC source: 0001179110-18-005446 · edgar.xml · nonDerivative · entry 3 Mawhinney Tom · CIK 0001614946 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,285 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 05, 2018 Filed Apr 5, 2018 18:08 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 12,249 | $17.19 | $210,560.31 |
DisclosureSEC source: 0001179110-18-005446 · edgar.xml · nonDerivative · entry 1 Mawhinney Tom · CIK 0001614946 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,336 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 04, 2018 Filed Apr 5, 2018 18:08 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 12,249 | $10.84 | $132,779.16 |
DisclosureSEC source: 0001179110-18-005446 · edgar.xml · nonDerivative · entry 2 Mawhinney Tom · CIK 0001614946 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,585 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 |
| September 15, 2017 Filed Sep 19, 2017 22:08 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | OtherCommon Stock | 5,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-012461 · edgar.xml · nonDerivative · entry 1 Mawhinney Tom · CIK 0001614946 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,087 F1 · kind: Distribution from Icon Ventures II, L.P., Icon Management Associates IV, LLC and Icon Management Associates V, LLC. Read SEC document |
| May 25, 2017 Filed May 31, 2017 00:02 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008229 · edgar.xml · derivative · entry 2 Mawhinney Tom · CIK 0001614946 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 918 Underlying: Common Stock · 918 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 units vest in full on the earlier of (i) May 25, 2018 and (ii) the day immediately preceding the issuer's 2018 annual meeting of stockholders. F3 · derivative.expiration_date: The restricted stock units vest in full on the earlier of (i) May 25, 2018 and (ii) the day immediately preceding the issuer's 2018 annual meeting of stockholders. Read SEC document |
| May 25, 2017 Filed May 31, 2017 00:02 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantStock Option (right to buy) · Derivative | 7,689 | $0.00 Strike: $30.50 | $0.00 |
DisclosureSEC source: 0001179110-17-008229 · edgar.xml · derivative · entry 1 Mawhinney Tom · CIK 0001614946 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,689 Underlying: Common Stock · 7,689 shares Expires 2027-05-25 F1 · derivative.exercise_date: The option vests in full on the earlier of (i) May 25, 2018 and (ii) the day immediately preceding the issuer's 2018 annual meeting of stockholders. Read SEC document |
| September 13, 2016 Filed Sep 13, 2016 22:39 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | OtherCommon Stock | 5,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-029629 · edgar.xml · nonDerivative · entry 1 Mawhinney Tom · CIK 0001614946 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,539 F1 · kind: Distribution from Icon Ventures II, L.P., Icon Management Associates IV, LLC and Icon Management Associates V, LLC. 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.