Filer Snapshot

Phillip A. Morelock

CIK 0001797544. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

17

Latest filing

19 Jul 2022

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: Forms 3/4/5 owner position for EHTH. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

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Populates from the latest parsed 13F information table.

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

4 filed on 19 Jul 2022 for CIK 0001797544.

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SEC ownership signals 1 fact
SEC ownership summary

Filing-value scale

Bars compare parsed values by filing family; they are not one combined total.

Forms 3/4/5 positions$768.2K

Reporting-owner positions when a value can be estimated.

Forms 3/4/5 position value

$768.2K

Estimated from parsed Forms 3/4/5 when the filing discloses enough data.

Top issuer positions

Top parsed positions across ownership filing types.

EHTH
How to read these values
  • Filing families stay separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions should not be blended into one total.
  • Use the linked research paths to verify each signal against the original SEC filing.
Filer identity 1 fact
Business address
C/O Ehealth, Inc., 2625 Augustine Drive, Second Floor, Santa Clara, CA, 95054

Filer intelligence

What SEC filings say about Phillip A. Morelock

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Forms 3/4/5 show insider context for EHTH worth $768.2K.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

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Forms 3/4/5 insider context

EHTH

16 Jul 2022 · Chief Digital Officer

$768.2K
Issuer page Owner page

Latest update

What changed recently for Phillip A. Morelock

Ownership report updated

Latest ownership report period: 16 Jul 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

19 Jul 2022

Page type

Ownership filings

Latest period

16 Jul 2022

Ownership context was refreshed from SEC Forms 3/4/5 filed on 19 Jul 2022.

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SEC filing record

CIK 0001797544 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
17
First seen
23 Dec 2019
Latest filing
19 Jul 2022
Entity
Individual

Observed form types

4 3

Primary evidence

Open SEC filing index Phillip A. Morelock SEC filings Phillip A. Morelock owner filings

Latest Filings

Showing the latest 12 of 17 SEC filings for Phillip A. Morelock.

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4 File 001-33071

FORM 4

Filing date
19 Jul 2022
Reporting date
16 Jul 2022
SEC evidence
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4 File 001-33071

FORM 4

Filing date
12 Jul 2022
Reporting date
10 Jul 2022
SEC evidence
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4 File 001-33071

FORM 4

Filing date
19 Apr 2022
Reporting date
17 Apr 2022
SEC evidence
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4 File 001-33071

FORM 4

Filing date
01 Apr 2022
Reporting date
30 Mar 2022
SEC evidence
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4 File 001-33071

FORM 4

Filing date
07 Mar 2022
Reporting date
04 Mar 2022
SEC evidence
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4 File 001-33071

FORM 4

Filing date
12 Oct 2021
Reporting date
07 Oct 2021
SEC evidence
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4 File 001-33071

FORM 4

Filing date
10 Sep 2021
Reporting date
08 Sep 2021
SEC evidence
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4 File 001-33071

FORM 4

Filing date
19 Jul 2021
Reporting date
16 Jul 2021
SEC evidence
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4 File 001-33071

FORM 4

Filing date
10 Jun 2021
Reporting date
08 Jun 2021
SEC evidence
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4 File 001-33071

FORM 4

Filing date
01 Apr 2021
Reporting date
30 Mar 2021
SEC evidence
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4 File 001-33071

FORM 4

Filing date
19 Mar 2021
Reporting date
17 Mar 2021
SEC evidence
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4 File 001-33071

FORM 4

Filing date
09 Oct 2020
Reporting date
07 Oct 2020
SEC evidence
Open document Open filing
Next action
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