Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| eHealth, Inc.EHTH · Entity 497 | President, Small Business | March 31, 2017 | April 04, 2017 |
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.
eHealth, Inc.
Report date March 31, 2017 · Filed April 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,870 |
Reported balance
After 2017-03-31 transaction · row 1
1 source rowRow 1 · 2017-03-31 · Tax withholding · Disposed 2,349 · Balance 52,870 F1: Represents the withholding of shares to satisfy tax withholding obligation. |
| Performance Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2021-03-31 | Direct | 15,000 |
Reported balance
After 2017-03-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-03-31 · Grant · Acquired 15,000 · Balance 15,000 F2: The performance-based restricted stock units will be eligible to vest during a four-year performance period following the award's grant date based on the company's stock price trading at a certain pre-determined price thresholds. Once a price is achieved, the portion of the award related to that threshold will vest one year later, subject to Mr. Tsao's continuing to provide services to the company through the applicable vesting date. Mr. Tsao's employment with the company is scheduled to terminate effective April 7, 2017, and his equity awards would cease vesting as a result. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the withholding of shares to satisfy tax withholding obligation.
F2: The performance-based restricted stock units will be eligible to vest during a four-year performance period following the award's grant date based on the company's stock price trading at a certain pre-determined price thresholds. Once a price is achieved, the portion of the award related to that threshold will vest one year later, subject to Mr. Tsao's continuing to provide services to the company through the applicable vesting date. Mr. Tsao's employment with the company is scheduled to terminate effective April 7, 2017, and his equity awards would cease vesting as a result.
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 31, 2017 Filed Apr 4, 2017 20:07 UTC | eHealth, Inc. EHTH · Entity 497 | GrantPerformance Stock Units · Derivative | 15,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001333493-17-000044 · edgar.xml · derivative · entry 2 Tsao Tom G. · CIK 0001603915 · President, Small Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2021-03-31 F2 · derivative.exercise_date: The performance-based restricted stock units will be eligible to vest during a four-year performance period following the award's grant date based on the company's stock price trading at a certain pre-determined price thresholds. Once a price is achieved, the portion of the award related to that threshold will vest one year later, subject to Mr. Tsao's continuing to provide services to the company through the applicable vesting date. Mr. Tsao's employment with the company is scheduled to terminate effective April 7, 2017, and his equity awards would cease vesting as a result. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:07 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 2,349 | $12.04 | $28,281.96 |
DisclosureSEC source: 0001333493-17-000044 · edgar.xml · nonDerivative · entry 1 Tsao Tom G. · CIK 0001603915 · President, Small Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,870 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| March 20, 2017 Filed Mar 21, 2017 20:32 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 1,538 | $11.61 | $17,856.18 |
DisclosureSEC source: 0001333493-17-000025 · edgar.xml · nonDerivative · entry 2 Tsao Tom G. · CIK 0001603915 · President, Small Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,219 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| March 18, 2017 Filed Mar 21, 2017 20:32 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 1,837 | $11.79 | $21,658.23 |
DisclosureSEC source: 0001333493-17-000025 · edgar.xml · nonDerivative · entry 1 Tsao Tom G. · CIK 0001603915 · President, Small Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,757 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:15 UTC | eHealth, Inc. EHTH · Entity 497 | Tax withholdingCommon Stock | 470 | $11.32 | $5,320.40 |
DisclosureSEC source: 0001333493-16-000138 · edgar.xml · nonDerivative · entry 1 Tsao Tom G. · CIK 0001603915 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,218 F1 · kind: Represents the withholding of shares to satisfy tax withholding obligation. 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.