Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Avantor, Inc.AVTR · Entity 3546 | Director | May 07, 2026 | May 11, 2026 |
| TRINET GROUP, INC.TNET · Entity 4202 | EVP, Chief Financial Officer | August 15, 2026 | August 18, 2026 |
| Teladoc Health, Inc.TDOC · Entity 1547 | CHIEF FINANCIAL OFFICER | August 29, 2025 | September 03, 2025 |
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.
Avantor, Inc.
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,479 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 25,270 · Balance 69,479 F1: Reflects a grant of restricted stock units that vests on May 07, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units that vests on May 07, 2027.
TRINET GROUP, INC.
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 120,456 |
Reported balance
After 2026-08-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-15 · Tax withholding · Disposed 1,166 · Balance 120,456 F1: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 20, 2026. F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 20, 2026.
F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.
Teladoc Health, Inc.
Report date August 29, 2025 · Filed September 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 142,385 |
Ending reported balance
After 2025-09-02 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2025-08-29 · Exercise / conversion · Acquired 2,641 · Balance 135,084 F1: Performance stock units convert to shares of TDOC common stock on a one-for-one basis. Row 2 · 2025-08-29 · Exercise / conversion · Acquired 7,751 · Balance 142,835 F2: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Row 3 · 2025-08-29 · Exercise / conversion · Acquired 9,233 · Balance 152,068 F2: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Row 4 · 2025-08-29 · Exercise / conversion · Acquired 3,163 · Balance 155,231 F2: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Row 5 · 2025-09-02 · Sale · Disposed 12,846 · Balance 142,385 F3: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's performance stock unit and restricted stock unit awards. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,285 |
Reported balance
After 2025-08-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-08-29 · Exercise / conversion · Disposed 2,641 · Balance 5,285 F1: Performance stock units convert to shares of TDOC common stock on a one-for-one basis. F4: The performance stock units vest as to one-third on March 1, 2024, with the remainder vesting in eight substantially equal quarterly installments thereafter. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,502 |
Reported balance
After 2025-08-29 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-08-29 · Exercise / conversion · Disposed 7,751 · Balance 15,502 F2: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F5: On March 3, 2023, the reporting person was granted 93,006 restricted stock units, vesting one-third on March 1, 2024, with the remainder vesting in eight substantially equal quarterly installments thereafter. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 55,401 |
Reported balance
After 2025-08-29 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-08-29 · Exercise / conversion · Disposed 9,233 · Balance 55,401 F2: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F6: One-third of the restricted stock units vest on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 18,979 |
Reported balance
After 2025-08-29 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-08-29 · Exercise / conversion · Disposed 3,163 · Balance 18,979 F2: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F6: One-third of the restricted stock units vest on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Performance stock units convert to shares of TDOC common stock on a one-for-one basis.
F2: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis.
F3: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's performance stock unit and restricted stock unit awards.
F4: The performance stock units vest as to one-third on March 1, 2024, with the remainder vesting in eight substantially equal quarterly installments thereafter.
F5: On March 3, 2023, the reporting person was granted 93,006 restricted stock units, vesting one-third on March 1, 2024, with the remainder vesting in eight substantially equal quarterly installments thereafter.
F6: One-third of the restricted stock units vest on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments beginning on June 1, 2025.
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 02, 2021 Filed Mar 4, 2021 00:43 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionPerformance Stock Units · Derivative | 4,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002800 · edgar.xml · derivative · entry 5 Murthy Mala · CIK 0001780955 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,104 Underlying: Common Stock · 4,552 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: Performance stock units convert to shares of TDOC common stock on a one-for-one basis. F6 · derivative.exercise_date: On March 2, 2021, the reporting person earned 13,656 performance stock units, vesting in three substantially equal annual installments beginning on March 2, 2021. F6 · derivative.expiration_date: On March 2, 2021, the reporting person earned 13,656 performance stock units, vesting in three substantially equal annual installments beginning on March 2, 2021. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:43 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantPerformance Stock Units · Derivative | 13,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002800 · edgar.xml · derivative · entry 4 Murthy Mala · CIK 0001780955 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,656 Underlying: Common Stock · 13,656 shares Expires not disclosed F4 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of TDOC common stock. F9 · shares: Performance award amount determined based on metrics in respect of the issuer's 2020 financial results. F5 · derivative.exercise_date: The performance stock units vest in three substantially equal annual installments beginning on March 2, 2021. F5 · derivative.expiration_date: The performance stock units vest in three substantially equal annual installments beginning on March 2, 2021. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:43 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 2,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002800 · edgar.xml · derivative · entry 3 Murthy Mala · CIK 0001780955 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,355 Underlying: Common Stock · 2,678 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. F1 · derivative.exercise_price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F3 · derivative.exercise_date: On March 2, 2020, the reporting person was granted 8,033 restricted stock units, vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: On March 2, 2020, the reporting person was granted 8,033 restricted stock units, vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:43 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 4,552 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002800 · edgar.xml · nonDerivative · entry 2 Murthy Mala · CIK 0001780955 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,314 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 · price: Performance stock units convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:43 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 2,678 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002800 · edgar.xml · nonDerivative · entry 1 Murthy Mala · CIK 0001780955 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,762 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 |
| June 25, 2020 Filed Jun 26, 2020 20:02 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 7,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-007788 · edgar.xml · derivative · entry 3 Murthy Mala · CIK 0001780955 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,936 Underlying: Common Stock · 7,968 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. F4 · derivative.exercise_date: On June 24, 2019, the reporting person was granted 31,872 restricted stock units, vesting as to 25% of the shares on February 20, 2020 with the remainder of the shares vesting in three equal annual installments beginning on the first anniversary of the grant date. F4 · derivative.expiration_date: On June 24, 2019, the reporting person was granted 31,872 restricted stock units, vesting as to 25% of the shares on February 20, 2020 with the remainder of the shares vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| June 25, 2020 Filed Jun 26, 2020 20:02 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 3,885 | $197.92 | $768,919.20 |
DisclosureSEC source: 0001179110-20-007788 · edgar.xml · nonDerivative · entry 2 Murthy Mala · CIK 0001780955 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,084 F2 · shares: Shares sold to cover the issuer's withholding obligation in respect of reporting person's award. Read SEC document |
| June 25, 2020 Filed Jun 26, 2020 20:02 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 7,968 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-007788 · edgar.xml · nonDerivative · entry 1 Murthy Mala · CIK 0001780955 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,969 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 |
| March 02, 2020 Filed Mar 4, 2020 21:16 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 8,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-003061 · edgar.xml · derivative · entry 1 Murthy Mala · CIK 0001780955 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,033 Underlying: Common Stock · 8,033 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2 · derivative.exercise_date: The restricted stock unit vests in three equal annual installments beginning March 2, 2021. F2 · derivative.expiration_date: The restricted stock unit vests in three equal annual installments beginning March 2, 2021. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 21:09 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 7,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-002205 · edgar.xml · derivative · entry 3 Murthy Mala · CIK 0001780955 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,904 Underlying: Common Stock · 7,968 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. F1 · derivative.exercise_price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F3 · derivative.exercise_date: On June 24, 2019, the reporting person was granted 31,872 restricted stock units, vesting as to 25% of the shares on February 20, 2020 with the remainder of the shares vesting in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: On June 24, 2019, the reporting person was granted 31,872 restricted stock units, vesting as to 25% of the shares on February 20, 2020 with the remainder of the shares vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 21:09 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Tax withholdingCommon Stock | 2,967 | $112.89 | $334,944.63 |
DisclosureSEC source: 0001179110-20-002205 · edgar.xml · nonDerivative · entry 2 Murthy Mala · CIK 0001780955 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,001 F2 · shares: Shares sold to cover the issuer's withholding obligation in respect of reporting person's award. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 21:09 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 7,968 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-002205 · edgar.xml · nonDerivative · entry 1 Murthy Mala · CIK 0001780955 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,968 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.