Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Well CorpAMWL · Entity 2112 | Chief Financial Officer | October 01, 2026 | October 05, 2026 |
| Talkspace, Inc.TALK · Entity 22747 | President and COO | July 15, 2021 | October 20, 2021 |
| Teladoc Health, Inc.TDOC · Entity 1547 | Executive VP, COO and CFO | December 13, 2018 | December 17, 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.
American Well Corp
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 223,906 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Sale · Disposed 4,282 · Balance 223,906 F1: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on October 1, 2026. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on October 1, 2026. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.
Talkspace, Inc.
Report date July 15, 2021 · Filed October 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 788,967 |
Reported balance
After 2021-10-18 transaction · row 1
1 source rowRow 1 · 2021-10-18 · Grant · Acquired 247,500 · Balance 788,967 F1: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Talkspace, Inc. common stock. The RSUs vest in 16 substantially equally installments on a quarterly basis, subject to the Reporting Person's continued service with the Company through each vesting date. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $5.81 · Expires 2031-07-14 | Direct | 990,000 |
Reported balance
After 2021-07-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-07-15 · Grant · Acquired 990,000 · Balance 990,000 F2: The stock option vests in 16 substantially equally installments on a quarterly basis, subject to the Reporting Person's continued service with the Company through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Talkspace, Inc. common stock. The RSUs vest in 16 substantially equally installments on a quarterly basis, subject to the Reporting Person's continued service with the Company through each vesting date.
F2: The stock option vests in 16 substantially equally installments on a quarterly basis, subject to the Reporting Person's continued service with the Company through each vesting date.
Teladoc Health, Inc.
Report date December 13, 2018 · Filed December 17, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,000 |
Ending reported balance
After 2018-12-13 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2018-12-13 · Exercise / conversion · Acquired 1,001 · Balance 3,658 Row 2 · 2018-12-13 · Exercise / conversion · Acquired 684 · Balance 4,342 Row 3 · 2018-12-13 · Exercise / conversion · Acquired 2,284 · Balance 6,626 Row 4 · 2018-12-13 · Exercise / conversion · Acquired 3,081 · Balance 9,707 Row 5 · 2018-12-13 · Exercise / conversion · Acquired 293 · Balance 10,000 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.67 · Expires 2023-12-11 | Direct | 7,008 |
Reported balance
After 2018-12-13 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-12-13 · Exercise / conversion · Disposed 1,001 · Balance 7,008 F1: The option vests as to 25% of the shares on December 11, 2014. The remainder of the shares vest in 36 equal monthly installments thereafter. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.01 · Expires 2024-09-10 | Direct | 6,151 |
Reported balance
After 2018-12-13 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-12-13 · Exercise / conversion · Disposed 684 · Balance 6,151 F2: The option vests as to 25% of the shares on September 10, 2015. The remainder of the shares vest in 36 equal monthly installments thereafter. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.01 · Expires 2024-12-22 | Direct | 29,692 |
Reported balance
After 2018-12-13 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-12-13 · Exercise / conversion · Disposed 2,284 · Balance 29,692 F3: The option vests as to 25% of the shares on December 22, 2015. The remainder of the shares vest in 36 equal monthly installments thereafter. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.21 · Expires 2026-03-07 | Direct | 83,194 |
Reported balance
After 2018-12-13 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-12-13 · Exercise / conversion · Disposed 3,081 · Balance 83,194 F4: The option vests as to 25% of the shares on March 7, 2017. The remainder of the shares vest in 36 equal monthly installments thereafter. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.30 · Expires 2027-03-03 | Direct | 102,352 |
Reported balance
After 2018-12-13 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2018-12-13 · Exercise / conversion · Disposed 293 · Balance 102,352 F5: The option vests as to 25% of the shares on March 3, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests as to 25% of the shares on December 11, 2014. The remainder of the shares vest in 36 equal monthly installments thereafter.
F2: The option vests as to 25% of the shares on September 10, 2015. The remainder of the shares vest in 36 equal monthly installments thereafter.
F3: The option vests as to 25% of the shares on December 22, 2015. The remainder of the shares vest in 36 equal monthly installments thereafter.
F4: The option vests as to 25% of the shares on March 7, 2017. The remainder of the shares vest in 36 equal monthly installments thereafter.
F5: The option vests as to 25% of the shares on March 3, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter.
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 |
|---|---|---|---|---|---|---|
| January 09, 2017 Filed Jan 11, 2017 21:03 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 5,000 | $17.50 | $87,500.00 |
DisclosureSEC source: 0001179110-17-000886 · edgar.xml · nonDerivative · entry 1 HIRSCHHORN MARK · CIK 0001081343 · Executive VP, COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,887 F1 · kind: 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 September 16, 2016. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 23:58 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 5,000 | $16.60 | $83,000.00 |
DisclosureSEC source: 0001179110-16-033231 · edgar.xml · nonDerivative · entry 1 HIRSCHHORN MARK · CIK 0001081343 · Executive VP, COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,887 F2 · kind: 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 September 16, 2016. F1 · price: Represents the weighted average price of transactions ranging from $16.50 to $16.75. 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 |
| November 16, 2016 Filed Nov 17, 2016 21:14 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $1.07 | $0.00 |
DisclosureSEC source: 0001179110-16-031774 · edgar.xml · derivative · entry 4 HIRSCHHORN MARK · CIK 0001081343 · Executive VP, COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,297 Underlying: Common Stock · 7,500 shares Expires 2022-12-31 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_date: The option vested as to 25% of the shares on December 31, 2013. The remainder of the shares vest in 36 equal monthly installments. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 21:14 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 7,500 | $1.07 | $8,025.00 |
DisclosureSEC source: 0001179110-16-031774 · edgar.xml · nonDerivative · entry 3 HIRSCHHORN MARK · CIK 0001081343 · Executive VP, COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,887 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 |
| November 16, 2016 Filed Nov 17, 2016 21:14 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 5,000 | $17.55 | $87,750.00 |
DisclosureSEC source: 0001179110-16-031774 · edgar.xml · nonDerivative · entry 2 HIRSCHHORN MARK · CIK 0001081343 · Executive VP, COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,387 F2 · price: Represents the weighted average price of transactions ranging from $17.50 to $17.70. 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 |
| November 15, 2016 Filed Nov 17, 2016 21:14 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 5,000 | $16.82 | $84,100.00 |
DisclosureSEC source: 0001179110-16-031774 · edgar.xml · nonDerivative · entry 1 HIRSCHHORN MARK · CIK 0001081343 · Executive VP, COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,387 F1 · price: Represents the weighted average price of transactions ranging from $16.55 to $16.90. 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 |
| November 10, 2016 Filed Nov 10, 2016 23:51 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 4,300 | $17.50 | $75,250.00 |
DisclosureSEC source: 0001179110-16-031419 · edgar.xml · nonDerivative · entry 2 HIRSCHHORN MARK · CIK 0001081343 · Executive VP, COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,387 F1 · kind: 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 September 16, 2016. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 23:51 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 700 | $17.50 | $12,250.00 |
DisclosureSEC source: 0001179110-16-031419 · edgar.xml · nonDerivative · entry 1 HIRSCHHORN MARK · CIK 0001081343 · Executive VP, COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,687 F1 · kind: 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 September 16, 2016. Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 21:47 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 5,000 | $15.52 | $77,600.00 |
DisclosureSEC source: 0001179110-16-030818 · edgar.xml · nonDerivative · entry 1 HIRSCHHORN MARK · CIK 0001081343 · Executive VP, COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,387 F2 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2016. F1 · price: Represents the weighted average price of transactions ranging from $15.50 to $15.58. 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 |
| September 16, 2016 Filed Sep 20, 2016 23:16 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantEmployee Stock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $18.98 | $0.00 |
DisclosureSEC source: 0001179110-16-029877 · edgar.xml · derivative · entry 1 HIRSCHHORN MARK · CIK 0001081343 · Executive VP, COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2026-09-16 F1 · derivative.exercise_date: The option will vest as to 25% of the shares on September 16, 2017. 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.