Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CoreWeave, Inc.CRWV · Entity 2617 | 10% owner | January 23, 2026 | January 26, 2026 |
| Serve Robotics Inc. /DE/SERV · Entity 5633 | 10% owner | July 31, 2023 | July 18, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CoreWeave, Inc.
Report date January 23, 2026 · Filed January 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 47,213,353 |
Reported balance
Holding disclosure · report date 2026-01-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 47,213,353 |
Serve Robotics Inc. /DE/
Report date July 31, 2023 · Filed July 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,727,033 |
Ending reported balance
After 2024-04-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-07-31 · Purchase · Acquired 62,500 · Balance 2,676,904 F1: Shares of common stock of the Issuer purchased in a private placement. Row 2 · 2024-04-22 · Other · Acquired 1,050,129 · Balance 3,727,033 F2: Pursuant to the terms of a 6.00% Convertible Promissory Note (the "Convertible Promissory Note") held by the Reporting Person, the Convertible Promissory Note had a floating conversion price. In connection with the Issuer's public offering in April 2024 and pursuant to the terms of the Convertible Promissory Note, the outstanding principal amount of the Convertible Promissory Note and any unpaid accrued interest automatically converted in whole without any further action by the Reporting Person into shares of common stock of the Issuer at a conversion price per share equal to $2.42 resulting in the issuance of 1,050,129 shares of common stock of the Issuer to the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock of the Issuer purchased in a private placement.
F2: Pursuant to the terms of a 6.00% Convertible Promissory Note (the "Convertible Promissory Note") held by the Reporting Person, the Convertible Promissory Note had a floating conversion price. In connection with the Issuer's public offering in April 2024 and pursuant to the terms of the Convertible Promissory Note, the outstanding principal amount of the Convertible Promissory Note and any unpaid accrued interest automatically converted in whole without any further action by the Reporting Person into shares of common stock of the Issuer at a conversion price per share equal to $2.42 resulting in the issuance of 1,050,129 shares of common stock of the Issuer to the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| April 22, 2024 Filed Jul 18, 2024 21:20 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | OtherCommon Stock | 1,050,129 | $2.42 | $2,541,312.18 |
DisclosureSEC source: 0001045810-24-000232 · wk-form4_1721337595.xml · nonDerivative · entry 2 NVIDIA CORP · CIK 0001045810 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,727,033 F2 · shares: Pursuant to the terms of a 6.00% Convertible Promissory Note (the "Convertible Promissory Note") held by the Reporting Person, the Convertible Promissory Note had a floating conversion price. In connection with the Issuer's public offering in April 2024 and pursuant to the terms of the Convertible Promissory Note, the outstanding principal amount of the Convertible Promissory Note and any unpaid accrued interest automatically converted in whole without any further action by the Reporting Person into shares of common stock of the Issuer at a conversion price per share equal to $2.42 resulting in the issuance of 1,050,129 shares of common stock of the Issuer to the Reporting Person. F2 · price: Pursuant to the terms of a 6.00% Convertible Promissory Note (the "Convertible Promissory Note") held by the Reporting Person, the Convertible Promissory Note had a floating conversion price. In connection with the Issuer's public offering in April 2024 and pursuant to the terms of the Convertible Promissory Note, the outstanding principal amount of the Convertible Promissory Note and any unpaid accrued interest automatically converted in whole without any further action by the Reporting Person into shares of common stock of the Issuer at a conversion price per share equal to $2.42 resulting in the issuance of 1,050,129 shares of common stock of the Issuer to the Reporting Person. Read SEC document |
| July 31, 2023 Filed Jul 18, 2024 21:20 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | PurchaseCommon Stock | 62,500 | $4.00 | $250,000.00 |
DisclosureSEC source: 0001045810-24-000232 · wk-form4_1721337595.xml · nonDerivative · entry 1 NVIDIA CORP · CIK 0001045810 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,676,904 F1 · shares: Shares of common stock of the Issuer purchased in a private placement. F1 · price: Shares of common stock of the Issuer purchased in a private placement. 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.