Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Teladoc Health, Inc.TDOC · Entity 1547 | CHIEF STRATEGY OFFICER | August 30, 2024 | September 04, 2024 |
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 August 30, 2024 · Filed September 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,465 |
Ending reported balance
After 2024-09-03 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-08-30 · Exercise / conversion · Acquired 951 · Balance 29,273 F1: Performance stock units convert to shares of TDOC common stock on a one-for-one basis. Row 2 · 2024-08-30 · Exercise / conversion · Acquired 1,179 · Balance 30,452 F2: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Row 3 · 2024-08-30 · Exercise / conversion · Acquired 2,790 · Balance 33,242 F2: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Row 4 · 2024-09-03 · Sale · Disposed 1,777 · Balance 31,465 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 | 5,706 |
Reported balance
After 2024-08-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-08-30 · Exercise / conversion · Disposed 951 · Balance 5,706 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 | 2,359 |
Reported balance
After 2024-08-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-08-30 · Exercise / conversion · Disposed 1,179 · Balance 2,359 F2: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F5: On March 1, 2022, the reporting person was granted 14,149 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,742 |
Reported balance
After 2024-08-30 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-08-30 · Exercise / conversion · Disposed 2,790 · Balance 16,742 F2: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F6: On March 3, 2023, the reporting person was granted 33,482 restricted stock units, vesting one-third on March 1, 2024, with the remainder vesting in eight substantially equal quarterly installments thereafter. |
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 1, 2022, the reporting person was granted 14,149 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.
F6: On March 3, 2023, the reporting person was granted 33,482 restricted stock units, vesting one-third on March 1, 2024, with the remainder vesting in eight substantially equal quarterly 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 |
|---|---|---|---|---|---|---|
| March 02, 2021 Filed Mar 4, 2021 00:55 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantPerformance Stock Units · Derivative | 5,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002808 · edgar.xml · derivative · entry 7 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,120 Underlying: Common Stock · 5,120 shares Expires not disclosed F6 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of TDOC common stock. F7 · shares: Performance award amount determined based on metrics in respect of the issuer's 2020 financial results. F8 · derivative.exercise_date: The performance stock units vest in three substantially equal annual installments beginning on March 2, 2021. F8 · 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 00:55 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 1,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002808 · edgar.xml · derivative · entry 6 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,008 Underlying: Common Stock · 1,004 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. F5 · derivative.exercise_date: On March 2, 2020, the reporting person was granted 3,012 restricted stock units, vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. F5 · derivative.expiration_date: On March 2, 2020, the reporting person was granted 3,012 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 00:55 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,706 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002808 · edgar.xml · nonDerivative · entry 4 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,200 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 · 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 00:55 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,004 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002808 · edgar.xml · nonDerivative · entry 3 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,494 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, 2021 Filed Mar 4, 2021 00:55 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 1,026 | $224.28 | $230,113.33 |
DisclosureSEC source: 0001179110-21-002808 · edgar.xml · nonDerivative · entry 2 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,490 F2 · shares: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's restricted stock unit awards. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:55 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 2,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002808 · edgar.xml · derivative · entry 5 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,103 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. F4 · derivative.exercise_date: On March 1, 2018, the reporting person was granted 6,309 restricted stock units, vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. F4 · derivative.expiration_date: On March 1, 2018, the reporting person was granted 6,309 restricted stock units, vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:55 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 2,103 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002808 · edgar.xml · nonDerivative · entry 1 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,516 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 |
| February 10, 2021 Filed Feb 11, 2021 21:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $22.30 | $0.00 |
DisclosureSEC source: 0001179110-21-001569 · edgar.xml · derivative · entry 3 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,414 Underlying: Common Stock · 3,000 shares Expires 2027-03-03 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_date: The option vested as to 25% of the shares on March 3, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 3,000 | $290.49 | $871,470.00 |
DisclosureSEC source: 0001179110-21-001569 · edgar.xml · nonDerivative · entry 2 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,413 F1 · shares: 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 March 4, 2020. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 3,000 | $22.30 | $66,900.00 |
DisclosureSEC source: 0001179110-21-001569 · edgar.xml · nonDerivative · entry 1 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,413 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 |
| January 11, 2021 Filed Jan 12, 2021 21:02 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $22.30 | $0.00 |
DisclosureSEC source: 0001179110-21-000535 · edgar.xml · derivative · entry 3 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,414 Underlying: Common Stock · 3,000 shares Expires 2027-03-03 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_date: The option vested as to 25% of the shares on March 3, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter. Read SEC document |
| January 11, 2021 Filed Jan 12, 2021 21:02 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 3,000 | $227.33 | $681,990.00 |
DisclosureSEC source: 0001179110-21-000535 · edgar.xml · nonDerivative · entry 2 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,413 F1 · shares: 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 March 4, 2020. Read SEC document |
| January 11, 2021 Filed Jan 12, 2021 21:02 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 3,000 | $22.30 | $66,900.00 |
DisclosureSEC source: 0001179110-21-000535 · edgar.xml · nonDerivative · entry 1 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,413 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 |
| December 10, 2020 Filed Dec 11, 2020 21:00 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $22.30 | $0.00 |
DisclosureSEC source: 0001179110-20-011828 · edgar.xml · derivative · entry 3 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,414 Underlying: Common Stock · 3,000 shares Expires 2027-03-03 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_date: The option vested as to 25% of the shares on March 3, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 21:00 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 3,000 | $192.17 | $576,510.00 |
DisclosureSEC source: 0001179110-20-011828 · edgar.xml · nonDerivative · entry 2 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,413 F1 · shares: 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 March 4, 2020. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 21:00 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 3,000 | $22.30 | $66,900.00 |
DisclosureSEC source: 0001179110-20-011828 · edgar.xml · nonDerivative · entry 1 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,413 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 10, 2020 Filed Nov 12, 2020 21:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $22.30 | $0.00 |
DisclosureSEC source: 0001179110-20-011032 · edgar.xml · derivative · entry 3 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,414 Underlying: Common Stock · 3,000 shares Expires 2027-03-03 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_date: The option vested as to 25% of the shares on March 3, 2018. The remainder of the shares vest in 36 equal monthly installments thereafter. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 3,000 | $180.17 | $540,510.00 |
DisclosureSEC source: 0001179110-20-011032 · edgar.xml · nonDerivative · entry 2 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,413 F1 · shares: 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 March 4, 2020. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 3,000 | $22.30 | $66,900.00 |
DisclosureSEC source: 0001179110-20-011032 · edgar.xml · nonDerivative · entry 1 Trencher Daniel · CIK 0001830122 · SVP Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,413 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.