Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AvidXchange Holdings, Inc.AVDX · Entity 74232 | Director | October 15, 2021 | October 20, 2021 |
| CAPITAL ONE FINANCIAL CORPCOF · Entity 547 | Director · Vice Chairman | November 12, 2003 | November 14, 2003 |
| GreenSky, Inc.GSKY · Entity 109154 | Director | March 07, 2019 | March 11, 2019 |
| Remitly Global, Inc.RELY · Entity 3850 | Director | September 02, 2026 | September 04, 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.
AvidXchange Holdings, Inc.
Report date October 15, 2021 · Filed October 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy QED Fund III, L.P. | 352,024 |
Reported balance
After 2021-10-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-10-15 · Exercise / conversion · Acquired 352,024 · Balance 352,024 F1: In connection with the issuer's initial public offering of common stock, these warrants were automatically converted into shares of the issuer's common stock on a net exercise basis. |
| Common StockSEC Table I · non-derivative | IndirectBy QED Fund III, L.P. | 323,298 |
Reported balance
After 2021-10-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-10-15 · Tax withholding · Disposed 28,726 · Balance 323,298 F1: In connection with the issuer's initial public offering of common stock, these warrants were automatically converted into shares of the issuer's common stock on a net exercise basis. |
| Common StockSEC Table I · non-derivative | IndirectBy QED Fund III, L.P. | 1,214,090 |
Reported balance
After 2021-10-15 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2021-10-15 · Conversion · Acquired 890,792 · Balance 1,214,090 F2: In connection with the issuer's initial public offering of common stock, all shares of Series E Preferred Stock were automatically converted into shares of the issuer's common stock on a 4-for-1 basis. The preferred stock was perpetual and therefore had no expiration date. |
| Warrant (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.04 · Expires 2025-12-11 | IndirectBy QED Fund II, L.P. | 0 |
Reported balance
After 2021-10-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-10-15 · Exercise / conversion · Disposed 352,024 · Balance 0 F3: The number of underlying shares of common stock and the exercise price reflect the 4-for-1 forward stock split which was effected on September 30, 2021. |
| Series E Preferred StockSEC Table II · derivative / convertible security | IndirectBy QED Fund II, L.P. | 0 |
Reported balance
After 2021-10-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-10-15 · Conversion · Disposed 222,698 · Balance 0 F2: In connection with the issuer's initial public offering of common stock, all shares of Series E Preferred Stock were automatically converted into shares of the issuer's common stock on a 4-for-1 basis. The preferred stock was perpetual and therefore had no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the issuer's initial public offering of common stock, these warrants were automatically converted into shares of the issuer's common stock on a net exercise basis.
F2: In connection with the issuer's initial public offering of common stock, all shares of Series E Preferred Stock were automatically converted into shares of the issuer's common stock on a 4-for-1 basis. The preferred stock was perpetual and therefore had no expiration date.
F3: The number of underlying shares of common stock and the exercise price reflect the 4-for-1 forward stock split which was effected on September 30, 2021.
CAPITAL ONE FINANCIAL CORP
Report date November 12, 2003 · Filed November 14, 2003
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,868 |
Last balance in matching sequence
After 2003-11-13 transaction · row 16
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
16 source rowsRow 1 · 2003-11-12 · Exercise / conversion · Acquired 25,000 · Balance 26,868 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 2 · 2003-11-12 · Sale · Disposed 2,500 · Balance 24,368 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 3 · 2003-11-12 · Sale · Disposed 7,500 · Balance 16,868 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 4 · 2003-11-12 · Sale · Disposed 5,000 · Balance 11,868 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 5 · 2003-11-12 · Sale · Disposed 1,000 · Balance 10,868 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 6 · 2003-11-12 · Sale · Disposed 5,000 · Balance 5,868 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 7 · 2003-11-12 · Sale · Disposed 3,000 · Balance 2,868 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 8 · 2003-11-12 · Sale · Disposed 1,000 · Balance 1,868 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 9 · 2003-11-13 · Exercise / conversion · Acquired 128,958 · Balance 130,826 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 10 · 2003-11-13 · Sale · Disposed 32,500 · Balance 98,326 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 11 · 2003-11-13 · Sale · Disposed 65,000 · Balance 33,326 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 12 · 2003-11-13 · Sale · Disposed 5,000 · Balance 28,326 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 13 · 2003-11-13 · Sale · Disposed 8,958 · Balance 19,368 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 14 · 2003-11-13 · Sale · Disposed 10,000 · Balance 9,368 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 15 · 2003-11-13 · Sale · Disposed 2,500 · Balance 6,868 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Row 16 · 2003-11-13 · Sale · Disposed 5,000 · Balance 1,868 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.25 · Expires 2007-12-18 | Direct | 128,958 |
Reported balance
After 2003-11-12 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2003-11-12 · Exercise / conversion · Disposed 25,000 · Balance 128,958 F2: This option became exercisable upon stockholder approval on April 23, 1998, since the performance-based vesting criteria of the option was satisfied on April 16, 1998, the date on which the trading price of the Common Stock first exceeded $84.00 (pre-stock split) for at least ten trading days in any thirty calendar-day period on or before the third anniversary of the grant date of this option. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.25 · Expires 2007-12-18 | Direct | 0 |
Reported balance
After 2003-11-13 transaction · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · 2003-11-13 · Exercise / conversion · Disposed 128,958 · Balance 0 F2: This option became exercisable upon stockholder approval on April 23, 1998, since the performance-based vesting criteria of the option was satisfied on April 16, 1998, the date on which the trading price of the Common Stock first exceeded $84.00 (pre-stock split) for at least ten trading days in any thirty calendar-day period on or before the third anniversary of the grant date of this option. |
| Common StockSEC Table I · non-derivative | IndirectBy Fairbank Morris Inc. | 107,502 |
Reported balance
Holding disclosure · report date 2003-11-12 · row 17
Holding and transaction disclosures are not merged.
1 source rowRow 17 · Balance 107,502 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 6, 2003 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended.
F2: This option became exercisable upon stockholder approval on April 23, 1998, since the performance-based vesting criteria of the option was satisfied on April 16, 1998, the date on which the trading price of the Common Stock first exceeded $84.00 (pre-stock split) for at least ten trading days in any thirty calendar-day period on or before the third anniversary of the grant date of this option.
GreenSky, Inc.
Report date March 07, 2019 · Filed March 11, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 78,436 |
Reported balance
After 2019-03-07 transaction · row 1
1 source rowRow 1 · 2019-03-07 · Grant · Acquired 15,936 · Balance 78,436 F1: Grant of restricted stock, which will vest on March 7, 2020. |
| Class B common stockSEC Table I · non-derivative | IndirectBy QED Fund II, LP | 2,191,852 |
Reported balance
Holding disclosure · report date 2019-03-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,191,852 F2: The Class B common stock entitles holders to ten votes per share, votes as a single class with the Class A common stock, has no economic rights and is subject to forfeiture upon exchange of the Reporting Person's Holdco Units as described below. F3: QED Fund II, LP is managed by QED Partners II, LLC, of which Mr. Morris is the managing partner. |
| Holdco UnitsSEC Table II · derivative / convertible security | IndirectBy QED Fund II, LP | 2,191,852 |
Reported balance
Holding disclosure · report date 2019-03-07 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,191,852 F4: Pursuant to the Exchange Agreement, dated May 23, 2018, by and among the Issuer, GreenSky Holdings, LLC ("GS Holdings") and the members of GS Holdings, the Holdco Units may be exchanged by the Reporting Person (with automatic cancellation of an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis, subject to customary adjustments for stock splits, stock dividends, reclassifications and other similar transactions, stock repurchases and other reinvestments of excess cash, or for cash (based on the market price of the shares of Class A common stock), at the Issuer's option. F3: QED Fund II, LP is managed by QED Partners II, LLC, of which Mr. Morris is the managing partner. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock, which will vest on March 7, 2020.
F2: The Class B common stock entitles holders to ten votes per share, votes as a single class with the Class A common stock, has no economic rights and is subject to forfeiture upon exchange of the Reporting Person's Holdco Units as described below.
F3: QED Fund II, LP is managed by QED Partners II, LLC, of which Mr. Morris is the managing partner.
F4: Pursuant to the Exchange Agreement, dated May 23, 2018, by and among the Issuer, GreenSky Holdings, LLC ("GS Holdings") and the members of GS Holdings, the Holdco Units may be exchanged by the Reporting Person (with automatic cancellation of an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis, subject to customary adjustments for stock splits, stock dividends, reclassifications and other similar transactions, stock repurchases and other reinvestments of excess cash, or for cash (based on the market price of the shares of Class A common stock), at the Issuer's option.
Remitly Global, Inc.
Report date September 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,804,756 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Sale · Disposed 6,300 · Balance 1,804,756 F1: Weighted average price. These shares were sold in multiple transactions at prices ranging from $27.00 to $27.14 inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or 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 above. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price. These shares were sold in multiple transactions at prices ranging from $27.00 to $27.14 inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or 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 above.
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 |
|---|---|---|---|---|---|---|
| November 25, 2023 Filed Nov 29, 2023 02:11 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 1,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-23-000232 · wk-form4_1701223909.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,802,088 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| November 06, 2023 Filed Nov 7, 2023 13:06 UTC | Remitly Global, Inc. RELY · Entity 3850 | PurchaseCommon Stock | 50,000 | $19.81 | $990,665.00 |
DisclosureSEC source: 0001782170-23-000215 · wk-form4_1699362399.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,800,213 F1 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.645 to $20.00 inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| November 03, 2023 Filed Nov 6, 2023 12:36 UTC | Remitly Global, Inc. RELY · Entity 3850 | PurchaseCommon Stock | 2,200 | $19.97 | $43,923.00 |
DisclosureSEC source: 0001782170-23-000213 · wk-form4_1699274161.xml · nonDerivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,750,213 F2 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.91 to $20.00 inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| November 03, 2023 Filed Nov 6, 2023 12:36 UTC | Remitly Global, Inc. RELY · Entity 3850 | PurchaseCommon Stock | 247,800 | $19.27 | $4,774,585.62 |
DisclosureSEC source: 0001782170-23-000213 · wk-form4_1699274161.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,748,013 F1 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $18.9150 to $19.90 inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:20 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 554 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000209 · wk-form4_1699042811.xml · derivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,108 Underlying: Common Stock · 554 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest in four equal installments on each February 1, May 1, August 1 and November 1 following the grant date and, if not fully vested, shall vest in full on the earlier of (i) the date of the issuer's next annual meeting of stockholders following the grant date and (ii) the date that is one year following the date of grant, subject to the reporting person's provision of service to the issuer through the applicable date. F3 · derivative.expiration_date: The RSUs vest in four equal installments on each February 1, May 1, August 1 and November 1 following the grant date and, if not fully vested, shall vest in full on the earlier of (i) the date of the issuer's next annual meeting of stockholders following the grant date and (ii) the date that is one year following the date of grant, subject to the reporting person's provision of service to the issuer through the applicable date. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:20 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 554 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-23-000209 · wk-form4_1699042811.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500,213 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 · shares: Reflects the vesting of RSUs. F2 · price: Each RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 23:42 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000180 · wk-form4_1693352530.xml · derivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 1,875 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vested as to 1/16th of the total shares underlying the RSUs on November 25, 2021 and then 1/16th of the total shares vest on each February 25, May 25, August 25 and November 25 thereafter, with 100% of the total shares underlying the RSUs vested on August 25, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. F2 · derivative.expiration_date: The RSUs vested as to 1/16th of the total shares underlying the RSUs on November 25, 2021 and then 1/16th of the total shares vest on each February 25, May 25, August 25 and November 25 thereafter, with 100% of the total shares underlying the RSUs vested on August 25, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 23:42 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 1,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-23-000180 · wk-form4_1693352530.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,499,659 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 22:01 UTC | Remitly Global, Inc. RELY · Entity 3850 | OtherCommon Stock | 1,314,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000165 · wk-form4_1692741671.xml · nonDerivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,497,784 F3 · kind: The transaction reported in this row was the receipt of an in-kind distribution, for no consideration, of shares of common stock of the Issuer from QED LP. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 22:01 UTC | Remitly Global, Inc. RELY · Entity 3850 | OtherCommon Stock | 1,314,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000165 · wk-form4_1692741671.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By QED Fund II, L.P. Disclosed balance after: 0 F1 · kind: The transaction reported in this row represents an in-kind distribution, for no consideration, of shares of common stock of the Issuer from QED Fund II, L.P. ("QED LP"). F2 · ownership.nature: These securities are held of record by QED LP, which is managed by QED Partners II, LLC ("QED LLC"). Nigel Morris, a director of the issuer, is the managing partner of QED LLC and may be deemed to have sole voting and dispositive control over the shares held by QED LP. Mr. Morris disclaims beneficial ownership of the shares held by QED LP, except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 00:05 UTC | Remitly Global, Inc. RELY · Entity 3850 | OtherCommon Stock | 250,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000161 · wk-form4_1692230713.xml · nonDerivative · entry 3 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By QED Fund II, L.P. Disclosed balance after: 1,314,240 F1 · kind: The transaction reported in this row represents an in-kind distribution, for no consideration, of shares of common stock of the Issuer from QED Fund II, L.P. ("QED LP") to its partners. F2 · ownership.nature: These securities are held of record by QED LP, which is managed by QED Partners II, LLC ("QED LLC"). Nigel Morris, a director of the issuer, is the managing partner of QED LLC and may be deemed to have sole voting and dispositive control over the shares held by QED LP. Mr. Morris disclaims beneficial ownership of the shares held by QED LP, except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document |
| August 14, 2023 Filed Aug 17, 2023 00:05 UTC | Remitly Global, Inc. RELY · Entity 3850 | OtherCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000161 · wk-form4_1692230713.xml · nonDerivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,544 F3 · kind: The transaction reported in this row was the receipt of the distribution of shares of common stock of the Issuer from QED LP reported above. Read SEC document |
| August 14, 2023 Filed Aug 17, 2023 00:05 UTC | Remitly Global, Inc. RELY · Entity 3850 | OtherCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000161 · wk-form4_1692230713.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By QED Fund II, L.P. Disclosed balance after: 1,564,540 F1 · kind: The transaction reported in this row represents an in-kind distribution, for no consideration, of shares of common stock of the Issuer from QED Fund II, L.P. ("QED LP") to its partners. F2 · ownership.nature: These securities are held of record by QED LP, which is managed by QED Partners II, LLC ("QED LLC"). Nigel Morris, a director of the issuer, is the managing partner of QED LLC and may be deemed to have sole voting and dispositive control over the shares held by QED LP. Mr. Morris disclaims beneficial ownership of the shares held by QED LP, except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 22:43 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 554 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000153 · wk-form4_1691102628.xml · derivative · entry 3 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,662 Underlying: Common Stock · 554 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs vest in four equal installments on each February 1, May 1, August 1 and November 1 following the grant date and, if not fully vested, shall vest in full on the earlier of (i) the date of the issuer's next annual meeting of stockholders following the grant date and (ii) the date that is one year following the date of grant, subject to the reporting person's provision of service to the issuer through the applicable date. F4 · derivative.expiration_date: The RSUs vest in four equal installments on each February 1, May 1, August 1 and November 1 following the grant date and, if not fully vested, shall vest in full on the earlier of (i) the date of the issuer's next annual meeting of stockholders following the grant date and (ii) the date that is one year following the date of grant, subject to the reporting person's provision of service to the issuer through the applicable date. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 22:43 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 554 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-23-000153 · wk-form4_1691102628.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,544 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 · shares: Reflects the vesting of RSUs. F2 · price: Each RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 21:28 UTC | Remitly Global, Inc. RELY · Entity 3850 | GrantRestricted Stock Units (RSUs) · Derivative | 8,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000123 · wk-form4_1686950907.xml · derivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,505 Underlying: Common Stock · 8,505 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs fully vest on the earlier of (i) the date of the issuer's next annual meeting of stockholders following the grant date and (ii) the date that is one year following the date of grant, subject to the reporting person's provision of service to the issuer through the applicable date. F3 · derivative.expiration_date: The RSUs fully vest on the earlier of (i) the date of the issuer's next annual meeting of stockholders following the grant date and (ii) the date that is one year following the date of grant, subject to the reporting person's provision of service to the issuer through the applicable date. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 21:28 UTC | Remitly Global, Inc. RELY · Entity 3850 | GrantRestricted Stock Units (RSUs) · Derivative | 2,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000123 · wk-form4_1686950907.xml · derivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,216 Underlying: Common Stock · 2,216 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vest in four equal installments on each February 1, May 1, August 1 and November 1 following the grant date and, if not fully vested, shall vest in full on the earlier of (i) the date of the issuer's next annual meeting of stockholders following the grant date and (ii) the date that is one year following the date of grant, subject to the reporting person's provision of service to the issuer through the applicable date. F2 · derivative.expiration_date: The RSUs vest in four equal installments on each February 1, May 1, August 1 and November 1 following the grant date and, if not fully vested, shall vest in full on the earlier of (i) the date of the issuer's next annual meeting of stockholders following the grant date and (ii) the date that is one year following the date of grant, subject to the reporting person's provision of service to the issuer through the applicable date. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 21:57 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 15,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000102 · wk-form4_1685743047.xml · derivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,759 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs fully vest on the earlier of (1) the date of the issuer's next annual meeting of stockholders following the grant date and (2) the date that is one year following the date of grant, subject to the reporting person's provision of service to the issuer through the applicable date. F2 · derivative.expiration_date: The RSUs fully vest on the earlier of (1) the date of the issuer's next annual meeting of stockholders following the grant date and (2) the date that is one year following the date of grant, subject to the reporting person's provision of service to the issuer through the applicable date. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 21:57 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 15,759 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-23-000102 · wk-form4_1685743047.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,990 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:56 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000085 · wk-form4_1685487397.xml · derivative · entry 5 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,026 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs vest on the earlier of (1) four equal quarterly installments on August 25, 2022, November 25, 2022, February 25, 2023, and May 25, 2023, and (2) the issuer's next annual meeting of stockholders following the grant date, subject to the reporting person's provision of service to the issuer through each applicable date. F4 · derivative.expiration_date: The RSUs vest on the earlier of (1) four equal quarterly installments on August 25, 2022, November 25, 2022, February 25, 2023, and May 25, 2023, and (2) the issuer's next annual meeting of stockholders following the grant date, subject to the reporting person's provision of service to the issuer through each applicable date. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:56 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000085 · wk-form4_1685487397.xml · derivative · entry 4 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,875 Underlying: Common Stock · 1,875 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vested as to 1/16th of the total shares underlying the RSUs on November 25, 2021 and then 1/16th of the total shares vest on each February 25, May 25, August 25 and November 25 thereafter, with 100% of the total shares underlying the RSUs vested on August 25, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. F3 · derivative.expiration_date: The RSUs vested as to 1/16th of the total shares underlying the RSUs on November 25, 2021 and then 1/16th of the total shares vest on each February 25, May 25, August 25 and November 25 thereafter, with 100% of the total shares underlying the RSUs vested on August 25, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:56 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 1,026 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-23-000085 · wk-form4_1685487397.xml · nonDerivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,231 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:56 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 1,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-23-000085 · wk-form4_1685487397.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,205 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| April 13, 2023 Filed Apr 18, 2023 00:13 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionStock Option (right to buy) · Derivative | 150,000 | $0.00 Strike: $0.17 | $0.00 |
DisclosureSEC source: 0001782170-23-000049 · wf-form4_168177678929002.xml · derivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By QED Fund II, L.P. Disclosed balance after: 0 Underlying: Common Stock · 150,000 shares Expires 2024-04-24 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_date: The option was fully vested and exercisable. F2 · ownership.nature: These securities are held of record by QED LP, which is managed by QED Partners II, LLC ("QED LLC"). Nigel Morris, a director of the issuer, is the managing partner of QED LLC and may be deemed to have sole voting and dispositive control over the shares held by QED LP. Mr. Morris disclaims beneficial ownership of the shares held by QED LP, except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document |
| April 13, 2023 Filed Apr 18, 2023 00:13 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 150,000 | $0.17 | $25,500.00 |
DisclosureSEC source: 0001782170-23-000049 · wf-form4_168177678929002.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By QED Fund II, L.P. Disclosed balance after: 1,714,540 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 · shares: QED Fund II, L.P. ("QED LP") paid the exercise price and exercised options to purchase a total of 150,000 shares of the company's common stock. These shares have not been sold and are being held by QED LP. F2 · ownership.nature: These securities are held of record by QED LP, which is managed by QED Partners II, LLC ("QED LLC"). Nigel Morris, a director of the issuer, is the managing partner of QED LLC and may be deemed to have sole voting and dispositive control over the shares held by QED LP. Mr. Morris disclaims beneficial ownership of the shares held by QED LP, except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document |
| February 25, 2023 Filed Mar 1, 2023 00:02 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000027 · wf-form4_167762889362804.xml · derivative · entry 5 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,535 Underlying: Common Stock · 1,027 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs vest on the earlier of (1) four equal quarterly installments on August 25, 2022, November 25, 2022, February 25, 2023, and May 25, 2023, and (2) the issuer's next annual meeting of stockholders following the grant date, subject to the reporting person's provision of service to the issuer through each applicable date. F4 · derivative.expiration_date: The RSUs vest on the earlier of (1) four equal quarterly installments on August 25, 2022, November 25, 2022, February 25, 2023, and May 25, 2023, and (2) the issuer's next annual meeting of stockholders following the grant date, subject to the reporting person's provision of service to the issuer through each applicable date. Read SEC document |
| February 25, 2023 Filed Mar 1, 2023 00:02 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-23-000027 · wf-form4_167762889362804.xml · derivative · entry 4 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,562 Underlying: Common Stock · 1,875 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest as to 1/16th of the total shares underlying the RSUs on November 25, 2021 and then 1/16th of the total shares vest on each February 25, May 25, August 25 and November 25 thereafter, with 100% of the total shares underlying the RSUs vested on August 25, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. F3 · derivative.expiration_date: The RSUs vest as to 1/16th of the total shares underlying the RSUs on November 25, 2021 and then 1/16th of the total shares vest on each February 25, May 25, August 25 and November 25 thereafter, with 100% of the total shares underlying the RSUs vested on August 25, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| February 25, 2023 Filed Mar 1, 2023 00:02 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 1,027 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-23-000027 · wf-form4_167762889362804.xml · nonDerivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,330 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| February 25, 2023 Filed Mar 1, 2023 00:02 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 1,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-23-000027 · wf-form4_167762889362804.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,303 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| November 25, 2022 Filed Nov 30, 2022 01:43 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-22-000166 · wf-form4_166977256941796.xml · derivative · entry 5 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,437 Underlying: Common Stock · 1,026 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs vest on the earlier of (1) four equal quarterly installments on August 25, 2022, November 25, 2022, February 25, 2023, and May 25, 2023, formally reported as February 25, 2022, and May 25, 2022, and (2) the issuer's next annual meeting of stockholders following the grant date, subject to the reporting person's provision of service to the issuer through each applicable date. F4 · derivative.expiration_date: The RSUs vest on the earlier of (1) four equal quarterly installments on August 25, 2022, November 25, 2022, February 25, 2023, and May 25, 2023, formally reported as February 25, 2022, and May 25, 2022, and (2) the issuer's next annual meeting of stockholders following the grant date, subject to the reporting person's provision of service to the issuer through each applicable date. Read SEC document |
| November 25, 2022 Filed Nov 30, 2022 01:43 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-22-000166 · wf-form4_166977256941796.xml · derivative · entry 4 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,463 Underlying: Common Stock · 1,875 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest as to 1/16th of the total shares underlying the RSUs on November 25, 2021 and then 1/16th of the total shares vest on each February 25, May 25, August 25 and November 25 thereafter, with 100% of the total shares underlying the RSUs vested on August 25, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. F3 · derivative.expiration_date: The RSUs vest as to 1/16th of the total shares underlying the RSUs on November 25, 2021 and then 1/16th of the total shares vest on each February 25, May 25, August 25 and November 25 thereafter, with 100% of the total shares underlying the RSUs vested on August 25, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| November 25, 2022 Filed Nov 30, 2022 01:43 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 1,026 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-22-000166 · wf-form4_166977256941796.xml · nonDerivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,428 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| November 25, 2022 Filed Nov 30, 2022 01:43 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 1,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-22-000166 · wf-form4_166977256941796.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,402 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| August 25, 2022 Filed Aug 26, 2022 22:06 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-22-000132 · wf-form4_166155153729534.xml · derivative · entry 5 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,338 Underlying: Common Stock · 1,027 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs vest on the earlier of (1) four equal quarterly installments on August 25, 2022, November 25, 2022, February 25, 2023, and May 25, 2023, formally reported as February 25, 2022, and May 25, 2022, and (2) the issuer's next annual meeting of stockholders following the grant date, subject to the reporting person's provision of service to the issuer through each applicable date. F4 · derivative.expiration_date: The RSUs vest on the earlier of (1) four equal quarterly installments on August 25, 2022, November 25, 2022, February 25, 2023, and May 25, 2023, formally reported as February 25, 2022, and May 25, 2022, and (2) the issuer's next annual meeting of stockholders following the grant date, subject to the reporting person's provision of service to the issuer through each applicable date. Read SEC document |
| August 25, 2022 Filed Aug 26, 2022 22:06 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-22-000132 · wf-form4_166155153729534.xml · derivative · entry 4 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,365 Underlying: Common Stock · 1,875 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest as to 1/16th of the total shares underlying the RSUs on November 25, 2021 and then 1/16th of the total shares vest on each February 25, May 25, August 25 and November 25 thereafter, with 100% of the total shares underlying the RSUs vested on August 25, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. F3 · derivative.expiration_date: The RSUs vest as to 1/16th of the total shares underlying the RSUs on November 25, 2021 and then 1/16th of the total shares vest on each February 25, May 25, August 25 and November 25 thereafter, with 100% of the total shares underlying the RSUs vested on August 25, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| August 25, 2022 Filed Aug 26, 2022 22:06 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 1,027 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-22-000132 · wf-form4_166155153729534.xml · nonDerivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,527 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| August 25, 2022 Filed Aug 26, 2022 22:06 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 1,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-22-000132 · wf-form4_166155153729534.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 21:12 UTC | Remitly Global, Inc. RELY · Entity 3850 | GrantRestricted Stock Units (RSUs) · Derivative | 4,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-22-000104 · wf-form4_165429071643864.xml · derivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,240 Underlying: Common Stock · 4,106 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest on the earlier of (1) four equal quarterly installments on August 25, 2022, November 25, 2022, February 25, 2022, and May 25, 2022 or (2) the issuer's next annual meeting of stockholders following the grant date, subject to the reporting person's provision of service to the issuer through each applicable date. F3 · derivative.expiration_date: The RSUs vest on the earlier of (1) four equal quarterly installments on August 25, 2022, November 25, 2022, February 25, 2022, and May 25, 2022 or (2) the issuer's next annual meeting of stockholders following the grant date, subject to the reporting person's provision of service to the issuer through each applicable date. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 21:12 UTC | Remitly Global, Inc. RELY · Entity 3850 | GrantRestricted Stock Units (RSUs) · Derivative | 15,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-22-000104 · wf-form4_165429071643864.xml · derivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,134 Underlying: Common Stock · 15,759 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs fully vest on the earlier of (1) the date of the issuer's next annual meeting of stockholders following the grant date and (2) the date that is one year following the date of grant, subject to the reporting person's provision of service to the issuer through the applicable date. F2 · derivative.expiration_date: The RSUs fully vest on the earlier of (1) the date of the issuer's next annual meeting of stockholders following the grant date and (2) the date that is one year following the date of grant, subject to the reporting person's provision of service to the issuer through the applicable date. Read SEC document |
| May 25, 2022 Filed May 26, 2022 23:22 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-22-000091 · wf-form4_165360731591053.xml · derivative · entry 3 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,375 Underlying: Common Stock · 1,875 shares Expires 2031-08-12 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest as to 1/16th of the total shares underlying the RSUs on November 25, 2021 and then 1/16th of the total shares vest on each February 25, May 25, August 25 and November 25 thereafter, with 100% of the total shares underlying the RSUs vested on August 25, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| May 25, 2022 Filed May 26, 2022 23:22 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 1,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-22-000091 · wf-form4_165360731591053.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,625 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:23 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-22-000032 · wf-form4_164678536158024.xml · derivative · entry 3 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,250 Underlying: Common Stock · 3,750 shares Expires 2031-08-12 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. F3 · date: The settlement of the RSUs was on March 4, 2022. The issuer delayed the settlement of the RSUs pursuant to the terms of the award agreement between the reporting person and the issuer. F4 · derivative.exercise_date: The RSUs vest as to 1/16th of the total shares underlying the RSUs on November 25, 2021 and then 1/16th of the total shares vest on each February 25, May 25, August 25 and November 25 thereafter, with 100% of the total shares underlying the RSUs vested on August 25, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:23 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-22-000032 · wf-form4_164678536158024.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 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 RSU represents a contingent right to receive one (1) share of the issuer's Common Stock upon settlement. Read SEC document |
| October 15, 2021 Filed Oct 20, 2021 01:04 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | ConversionSeries E Preferred Stock · Derivative | 222,698 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-040674 · doc4.xml · derivative · entry 5 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By QED Fund II, L.P. Disclosed balance after: 0 Underlying: Common Stock · 890,792 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: In connection with the issuer's initial public offering of common stock, all shares of Series E Preferred Stock were automatically converted into shares of the issuer's common stock on a 4-for-1 basis. The preferred stock was perpetual and therefore had no expiration date. F2 · derivative.exercise_date: In connection with the issuer's initial public offering of common stock, all shares of Series E Preferred Stock were automatically converted into shares of the issuer's common stock on a 4-for-1 basis. The preferred stock was perpetual and therefore had no expiration date. F2 · derivative.expiration_date: In connection with the issuer's initial public offering of common stock, all shares of Series E Preferred Stock were automatically converted into shares of the issuer's common stock on a 4-for-1 basis. The preferred stock was perpetual and therefore had no expiration date. Read SEC document |
| October 15, 2021 Filed Oct 20, 2021 01:04 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | Exercise / conversionWarrant (right to buy) · Derivative | 352,024 | $0.00 Strike: $2.04 | $0.00 |
DisclosureSEC source: 0000899243-21-040674 · doc4.xml · derivative · entry 4 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By QED Fund II, L.P. Disclosed balance after: 0 Underlying: Common Stock · 352,024 shares Expires 2025-12-11 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: The number of underlying shares of common stock and the exercise price reflect the 4-for-1 forward stock split which was effected on September 30, 2021. F3 · shares: The number of underlying shares of common stock and the exercise price reflect the 4-for-1 forward stock split which was effected on September 30, 2021. F3 · derivative.underlying_shares: The number of underlying shares of common stock and the exercise price reflect the 4-for-1 forward stock split which was effected on September 30, 2021. Read SEC document |
| October 15, 2021 Filed Oct 20, 2021 01:04 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | ConversionCommon Stock | 890,792 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-040674 · doc4.xml · nonDerivative · entry 3 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By QED Fund III, L.P. Disclosed balance after: 1,214,090 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: In connection with the issuer's initial public offering of common stock, all shares of Series E Preferred Stock were automatically converted into shares of the issuer's common stock on a 4-for-1 basis. The preferred stock was perpetual and therefore had no expiration date. Read SEC document |
| October 15, 2021 Filed Oct 20, 2021 01:04 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | Tax withholdingCommon Stock | 28,726 | $25.00 | $718,150.00 |
DisclosureSEC source: 0000899243-21-040674 · doc4.xml · nonDerivative · entry 2 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By QED Fund III, L.P. Disclosed balance after: 323,298 F1 · price: In connection with the issuer's initial public offering of common stock, these warrants were automatically converted into shares of the issuer's common stock on a net exercise basis. Read SEC document |
| October 15, 2021 Filed Oct 20, 2021 01:04 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | Exercise / conversionCommon Stock | 352,024 | $2.04 | $718,128.96 |
DisclosureSEC source: 0000899243-21-040674 · doc4.xml · nonDerivative · entry 1 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By QED Fund III, L.P. Disclosed balance after: 352,024 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: In connection with the issuer's initial public offering of common stock, these warrants were automatically converted into shares of the issuer's common stock on a net exercise basis. Read SEC document |
| September 27, 2021 Filed Sep 27, 2021 21:25 UTC | Remitly Global, Inc. RELY · Entity 3850 | ConversionSeries C Preferred Stock · Derivative | 733,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057815 · doc4.xml · derivative · entry 7 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By QED Fund II, L.P. Disclosed balance after: 0 Underlying: Common Stock · 733,912 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 share of the issuer's Series Seed, Series Seed Prime, Series A, Series B, Series C, Series D, Series E and Series F Preferred Stock automatically converted into one (1) share of the issuer's Common Stock on September 27, 2021 in connection with the closing of the issuer's sale of its Common Stock in its firm commitment initial public offering pursuant to a registration statement on Form S-1 (File No. 333-259167) under the Securities Act of 1933, as amended, and had no expiration date. F1 · derivative.exercise_date: Each share of the issuer's Series Seed, Series Seed Prime, Series A, Series B, Series C, Series D, Series E and Series F Preferred Stock automatically converted into one (1) share of the issuer's Common Stock on September 27, 2021 in connection with the closing of the issuer's sale of its Common Stock in its firm commitment initial public offering pursuant to a registration statement on Form S-1 (File No. 333-259167) under the Securities Act of 1933, as amended, and had no expiration date. F1 · derivative.expiration_date: Each share of the issuer's Series Seed, Series Seed Prime, Series A, Series B, Series C, Series D, Series E and Series F Preferred Stock automatically converted into one (1) share of the issuer's Common Stock on September 27, 2021 in connection with the closing of the issuer's sale of its Common Stock in its firm commitment initial public offering pursuant to a registration statement on Form S-1 (File No. 333-259167) under the Securities Act of 1933, as amended, and had no expiration date. F2 · ownership.nature: These securities are held of record by QED Fund II, L.P. ("QED LP"), which is managed by QED Partners II, LLC ("QED LLC"). Nigel Morris, a director of the issuer, is the managing partner of QED LLC and may be deemed to have sole voting and dispositive control over the shares held by QED LP. Mr. Morris disclaims beneficial ownership of the shares held by QED LP, except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document |
| September 27, 2021 Filed Sep 27, 2021 21:25 UTC | Remitly Global, Inc. RELY · Entity 3850 | ConversionSeries B Preferred Stock · Derivative | 851,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057815 · doc4.xml · derivative · entry 6 MORRIS NIGEL W · CIK 0001238040 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By QED Fund II, L.P. Disclosed balance after: 0 Underlying: Common Stock · 851,788 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 share of the issuer's Series Seed, Series Seed Prime, Series A, Series B, Series C, Series D, Series E and Series F Preferred Stock automatically converted into one (1) share of the issuer's Common Stock on September 27, 2021 in connection with the closing of the issuer's sale of its Common Stock in its firm commitment initial public offering pursuant to a registration statement on Form S-1 (File No. 333-259167) under the Securities Act of 1933, as amended, and had no expiration date. F1 · derivative.exercise_date: Each share of the issuer's Series Seed, Series Seed Prime, Series A, Series B, Series C, Series D, Series E and Series F Preferred Stock automatically converted into one (1) share of the issuer's Common Stock on September 27, 2021 in connection with the closing of the issuer's sale of its Common Stock in its firm commitment initial public offering pursuant to a registration statement on Form S-1 (File No. 333-259167) under the Securities Act of 1933, as amended, and had no expiration date. F1 · derivative.expiration_date: Each share of the issuer's Series Seed, Series Seed Prime, Series A, Series B, Series C, Series D, Series E and Series F Preferred Stock automatically converted into one (1) share of the issuer's Common Stock on September 27, 2021 in connection with the closing of the issuer's sale of its Common Stock in its firm commitment initial public offering pursuant to a registration statement on Form S-1 (File No. 333-259167) under the Securities Act of 1933, as amended, and had no expiration date. F2 · ownership.nature: These securities are held of record by QED Fund II, L.P. ("QED LP"), which is managed by QED Partners II, LLC ("QED LLC"). Nigel Morris, a director of the issuer, is the managing partner of QED LLC and may be deemed to have sole voting and dispositive control over the shares held by QED LP. Mr. Morris disclaims beneficial ownership of the shares held by QED LP, except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. 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.