Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Teladoc Health, Inc.TDOC · Entity 1547 | INTERIM CAO | 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 | 13,808 |
Ending reported balance
After 2024-09-03 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-08-30 · Exercise / conversion · Acquired 339 · Balance 12,818 F1: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. Row 2 · 2024-08-30 · Exercise / conversion · Acquired 383 · Balance 13,201 F1: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. Row 3 · 2024-08-30 · Exercise / conversion · Acquired 1,162 · Balance 14,363 F1: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. Row 4 · 2024-09-03 · Sale · Disposed 555 · Balance 13,808 F2: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's restricted stock unit awards. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 678 |
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 339 · Balance 678 F1: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F3: On April 1, 2022, the reporting person was granted 4,067 restricted stock units, vesting one-third on March 1, 2023, with the remainder vesting in eight substantially equal quarterly installments thereafter. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,151 |
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 383 · Balance 1,151 F1: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F4: On June 1, 2022, the reporting person was granted 4,598 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 | 6,977 |
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 1,162 · Balance 6,977 F1: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F5: On March 3, 2023, the reporting person was granted 13,951 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: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock.
F2: Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's restricted stock unit awards.
F3: On April 1, 2022, the reporting person was granted 4,067 restricted stock units, vesting one-third on March 1, 2023, with the remainder vesting in eight substantially equal quarterly installments thereafter.
F4: On June 1, 2022, the reporting person was granted 4,598 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.
F5: On March 3, 2023, the reporting person was granted 13,951 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 |
|---|---|---|---|---|---|---|
| September 03, 2024 Filed Sep 4, 2024 16:12 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 555 | $7.16 | $3,976.02 |
DisclosureSEC source: 0001477449-24-000189 · wk-form4_1725480725.xml · nonDerivative · entry 4 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,808 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 |
| August 30, 2024 Filed Sep 4, 2024 16:12 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-24-000189 · wk-form4_1725480725.xml · derivative · entry 7 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,977 Underlying: Common Stock · 1,162 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: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F5 · derivative.exercise_date: On March 3, 2023, the reporting person was granted 13,951 restricted stock units, vesting one-third on March 1, 2024, with the remainder vesting in eight substantially equal quarterly installments thereafter. F5 · derivative.expiration_date: On March 3, 2023, the reporting person was granted 13,951 restricted stock units, vesting one-third on March 1, 2024, with the remainder vesting in eight substantially equal quarterly installments thereafter. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 16:12 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-24-000189 · wk-form4_1725480725.xml · derivative · entry 6 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,151 Underlying: Common Stock · 383 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: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F4 · derivative.exercise_date: On June 1, 2022, the reporting person was granted 4,598 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. F4 · derivative.expiration_date: On June 1, 2022, the reporting person was granted 4,598 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. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 16:12 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-24-000189 · wk-form4_1725480725.xml · derivative · entry 5 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 678 Underlying: Common Stock · 339 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: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F3 · derivative.exercise_date: On April 1, 2022, the reporting person was granted 4,067 restricted stock units, vesting one-third on March 1, 2023, with the remainder vesting in eight substantially equal quarterly installments thereafter. F3 · derivative.expiration_date: On April 1, 2022, the reporting person was granted 4,067 restricted stock units, vesting one-third on March 1, 2023, with the remainder vesting in eight substantially equal quarterly installments thereafter. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 16:12 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,162 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477449-24-000189 · wk-form4_1725480725.xml · nonDerivative · entry 3 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,363 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: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 16:12 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 383 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477449-24-000189 · wk-form4_1725480725.xml · nonDerivative · entry 2 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,201 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: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 16:12 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 339 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477449-24-000189 · wk-form4_1725480725.xml · nonDerivative · entry 1 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,818 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: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 16:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 854 | $11.16 | $9,528.08 |
DisclosureSEC source: 0001477449-24-000147 · wk-form4_1717531528.xml · nonDerivative · entry 5 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,479 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 |
| May 31, 2024 Filed Jun 4, 2024 16:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-24-000147 · wk-form4_1717531528.xml · derivative · entry 9 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,139 Underlying: Common Stock · 1,162 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. F6 · derivative.exercise_date: On March 3, 2023, the reporting person was granted 13,951 restricted stock units, vesting one-third on March 1, 2024, with the remainder vesting in eight substantially equal quarterly installments thereafter. F6 · derivative.expiration_date: On March 3, 2023, the reporting person was granted 13,951 restricted stock units, vesting one-third on March 1, 2024, with the remainder vesting in eight substantially equal quarterly installments thereafter. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 16:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-24-000147 · wk-form4_1717531528.xml · derivative · entry 8 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,534 Underlying: Common Stock · 383 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 June 1, 2022, the reporting person was granted 4,598 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. F5 · derivative.expiration_date: On June 1, 2022, the reporting person was granted 4,598 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. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 16:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 1,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-24-000147 · wk-form4_1717531528.xml · derivative · entry 7 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,001 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 June 1, 2022, the reporting person was granted 4,002 restricted stock units, vesting in four substantially equal semiannual installments beginning on the six-month anniversary of the grant date. F4 · derivative.expiration_date: On June 1, 2022, the reporting person was granted 4,002 restricted stock units, vesting in four substantially equal semiannual installments beginning on the six-month anniversary of the grant date. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 16:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-24-000147 · wk-form4_1717531528.xml · derivative · entry 6 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,017 Underlying: Common Stock · 339 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 April 1, 2022, the reporting person was granted 4,067 restricted stock units, vesting one-third on March 1, 2023, with the remainder vesting in eight substantially equal quarterly installments thereafter. F3 · derivative.expiration_date: On April 1, 2022, the reporting person was granted 4,067 restricted stock units, vesting one-third on March 1, 2023, with the remainder vesting in eight substantially equal quarterly installments thereafter. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 16:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,162 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477449-24-000147 · wk-form4_1717531528.xml · nonDerivative · entry 4 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,333 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 |
| May 31, 2024 Filed Jun 4, 2024 16:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 383 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477449-24-000147 · wk-form4_1717531528.xml · nonDerivative · entry 3 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,171 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 |
| May 31, 2024 Filed Jun 4, 2024 16:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,001 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477449-24-000147 · wk-form4_1717531528.xml · nonDerivative · entry 2 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,788 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 |
| May 31, 2024 Filed Jun 4, 2024 16:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 339 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477449-24-000147 · wk-form4_1717531528.xml · nonDerivative · entry 1 Cave James L. · CIK 0002019394 · INTERIM CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,787 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.