Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jazz Pharmaceuticals plcJAZZ · Entity 818 | Director | August 31, 2026 | September 02, 2026 |
| Phreesia, Inc.PHR · Entity 2606 | Director | June 24, 2026 | June 26, 2026 |
| Teladoc Health, Inc.TDOC · Entity 1547 | Director | May 21, 2026 | May 21, 2026 |
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.
Jazz Pharmaceuticals plc
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 9,579 |
Ending reported balance
After 2026-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-31 · Tax withholding · Disposed 14 · Balance 11,271 F1: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units. Row 2 · 2026-08-31 · Tax withholding · Disposed 1,692 · Balance 9,579 F1: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units.
Phreesia, Inc.
Report date June 24, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,643 |
Reported balance
After 2026-06-24 transaction · row 1
1 source rowRow 1 · 2026-06-24 · Grant · Acquired 19,290 · Balance 56,643 F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 24, 2027 and (ii) the next annual meeting of the Issuer's stockholders. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock on the earlier of (a) 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (b) five years from the date of grant of the deferred RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 24, 2027 and (ii) the next annual meeting of the Issuer's stockholders. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock on the earlier of (a) 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (b) five years from the date of grant of the deferred RSUs.
Teladoc Health, Inc.
Report date May 21, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,441 |
Reported balance
After 2026-05-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 30,441 · Balance 30,441 F1: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2: The restricted stock units vest in full on the earlier of (i) May 21, 2027 and (ii) the day immediately preceding the issuer's 2027 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. |
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: The restricted stock units vest in full on the earlier of (i) May 21, 2027 and (ii) the day immediately preceding the issuer's 2027 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death.
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 |
|---|---|---|---|---|---|---|
| August 10, 2020 Filed Aug 12, 2020 22:01 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0000899243-20-022171 · doc4.xml · derivative · entry 3 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,193 Underlying: Common Stock · 6,000 shares Expires 2028-09-04 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. F4 · derivative.exercise_date: 27,306 options vested and became exercisable on September 5, 2019, with 25% of the remainder vesting on September 5, 2019 and 75% of the remainder vesting in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 22:01 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 6,000 | $30.30 | $181,824.60 |
DisclosureSEC source: 0000899243-20-022171 · doc4.xml · nonDerivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,110 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.73 to $30.71 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: This amount includes Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 22:01 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 6,000 | $4.71 | $28,260.00 |
DisclosureSEC source: 0000899243-20-022171 · doc4.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,110 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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: This amount includes Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock. Read SEC document |
| July 08, 2020 Filed Jul 21, 2020 22:53 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 6,110 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-019833 · doc4.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,110 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) July 8, 2021, and (ii) the next annual meeting of the Issuer's stockholders. F2 · balance_after: Consists of RSUs. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 20:15 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 1,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-006750 · edgar.xml · derivative · entry 3 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,049 Underlying: Common Stock · 1,049 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F4 · derivative.exercise_date: The restricted stock units vest in full on the earlier of (i) May 28, 2021 and (ii) the day immediately preceding the issuer's 2021 annual meeting of stockholders. 50% of the vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. F4 · derivative.expiration_date: The restricted stock units vest in full on the earlier of (i) May 28, 2021 and (ii) the day immediately preceding the issuer's 2021 annual meeting of stockholders. 50% of the vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 20:15 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 3,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-006750 · edgar.xml · derivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,012 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: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F3 · derivative.exercise_date: On May 30, 2019, the reporting person was granted 3,012 restricted stock units, vesting in full on May 28, 2020. F3 · derivative.expiration_date: On May 30, 2019, the reporting person was granted 3,012 restricted stock units, vesting in full on May 28, 2020. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 20:15 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units | 3,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-006750 · edgar.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,012 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 30, 2019 Filed Jun 3, 2019 20:04 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 3,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-006979 · edgar.xml · derivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,012 Underlying: Common Stock · 3,012 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 units vest in full on the earlier of (i) May 30, 2020 and (ii) the day immediately preceding the issuer's 2020 annual meeting of stockholders. F2 · derivative.expiration_date: The restricted stock units vest in full on the earlier of (i) May 30, 2020 and (ii) the day immediately preceding the issuer's 2020 annual meeting of stockholders. 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.