Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Better Home & Finance Holding CoBETR · Entity 1037 | President, BMC | September 01, 2026 | September 02, 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.
Better Home & Finance Holding Co
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,243 |
Reported balance
After 2026-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 11,243 · Balance 11,243 F1: Represents grant of restricted stock units ("RSUs") that vested immediately and were granted pursuant to a compensatory arrangement approved by the Issuer's board of directors. F2: The shares of Class A Common Stock held by the reporting person prior to the transaction reported herein reflect a transfer of 1,693 shares previously reported as directly held by the reporting person to the reporting person's Trust, which transfer of shares to the Trust was a change in form of ownership in accordance Rule 16a-13. |
| Class A Common StockSEC Table I · non-derivative | Direct | 22,936 |
Reported balance
After 2026-09-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-09-01 · Exercise / conversion · Acquired 10,000 · Balance 22,936 |
| Restricted Stock Units (Class A)SEC Table II · derivative / convertible security | Direct | 25,000 |
Reported balance
After 2026-09-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-01 · Exercise / conversion · Disposed 10,000 · Balance 25,000 F3: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4: The RSUs reported herein vested on an accelerated basis pursuant to acceleration approved by the Issuer's board of directors. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 25,209 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 25,209 F2: The shares of Class A Common Stock held by the reporting person prior to the transaction reported herein reflect a transfer of 1,693 shares previously reported as directly held by the reporting person to the reporting person's Trust, which transfer of shares to the Trust was a change in form of ownership in accordance Rule 16a-13. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted stock units ("RSUs") that vested immediately and were granted pursuant to a compensatory arrangement approved by the Issuer's board of directors.
F2: The shares of Class A Common Stock held by the reporting person prior to the transaction reported herein reflect a transfer of 1,693 shares previously reported as directly held by the reporting person to the reporting person's Trust, which transfer of shares to the Trust was a change in form of ownership in accordance Rule 16a-13.
F3: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F4: The RSUs reported herein vested on an accelerated basis pursuant to acceleration approved by the Issuer's board of directors.
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 01, 2025 Filed Nov 5, 2025 02:08 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Tax withholdingClass A Common Stock | 2,455 | $73.21 | $179,730.55 |
DisclosureSEC source: 0002022869-25-000011 · wk-form4_1762308493.xml · nonDerivative · entry 2 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,757 Read SEC document |
| November 01, 2025 Filed Nov 5, 2025 02:08 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionClass A Common Stock | 4,833 | $0.00 | $0.00 |
DisclosureSEC source: 0002022869-25-000011 · wk-form4_1762308493.xml · nonDerivative · entry 1 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,212 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. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 23:05 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionRestricted Stock Units (Class A) · Derivative | 4,834 | $0.00 | $0.00 |
DisclosureSEC source: 0002022869-25-000008 · wk-form4_1759532722.xml · derivative · entry 4 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,000 Underlying: Class A Common Stock · 4,834 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 Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units will vest with respect to (i) 3/12ths of such restricted stock units on July 1, 2025, (ii) 8/12ths of such restricted stock units in equal monthly installments beginning on August 1, 2025 through March 1, 2026, and (iii) the remaining 1/12th of such restricted stock units on March 15, 2026. F3 · derivative.expiration_date: The restricted stock units will vest with respect to (i) 3/12ths of such restricted stock units on July 1, 2025, (ii) 8/12ths of such restricted stock units in equal monthly installments beginning on August 1, 2025 through March 1, 2026, and (iii) the remaining 1/12th of such restricted stock units on March 15, 2026. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 23:05 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Tax withholdingClass A Common Stock | 2,455 | $56.83 | $139,517.65 |
DisclosureSEC source: 0002022869-25-000008 · wk-form4_1759532722.xml · nonDerivative · entry 2 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,379 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 23:05 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionClass A Common Stock | 4,834 | $0.00 | $0.00 |
DisclosureSEC source: 0002022869-25-000008 · wk-form4_1759532722.xml · nonDerivative · entry 1 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,834 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 · balance_after: The shares of Class A Common Stock held by the reporting person prior to the transaction reported herein reflect a transfer of 26,372 shares previously reported as directly held by the reporting person to the reporting person's Trust on September 16, 2025. The transfer of shares to the Trust was a change in form of ownership in accordance Rule 16a-13. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 20:10 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionRestricted Stock Units (Class A) · Derivative | 4,833 | $0.00 | $0.00 |
DisclosureSEC source: 0002022869-25-000006 · wk-form4_1756930247.xml · derivative · entry 3 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,834 Underlying: Class A Common Stock · 4,833 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units will vest with respect to (i) 3/12ths of such restricted stock units on July 1, 2025, (ii) 8/12ths of such restricted stock units in equal monthly installments beginning on August 1, 2025 through March 1, 2026, and (iii) the remaining 1/12th of such restricted stock units on March 15, 2026. F2 · derivative.expiration_date: The restricted stock units will vest with respect to (i) 3/12ths of such restricted stock units on July 1, 2025, (ii) 8/12ths of such restricted stock units in equal monthly installments beginning on August 1, 2025 through March 1, 2026, and (iii) the remaining 1/12th of such restricted stock units on March 15, 2026. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 20:10 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Tax withholdingClass A Common Stock | 2,455 | $22.63 | $55,556.65 |
DisclosureSEC source: 0002022869-25-000006 · wk-form4_1756930247.xml · nonDerivative · entry 2 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,372 Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 20:10 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionClass A Common Stock | 4,833 | $0.00 | $0.00 |
DisclosureSEC source: 0002022869-25-000006 · wk-form4_1756930247.xml · nonDerivative · entry 1 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,827 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. Read SEC document |
| August 06, 2025 Filed Aug 8, 2025 18:39 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionRestricted Stock Units (Class A) · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-039230 · wk-form4_1754678365.xml · derivative · entry 3 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,000 Underlying: Class A Common Stock · 5,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The RSUs were granted on May 8, 2024. 25% of the RSUs will vest, subject to the Reporting Person's continued employment, on the 12-month anniversary of the grant date, and the remaining balance of the RSUs will vest in equal quarterly installments over the following 36 months, subject to the Reporting Person's continued employment on each such scheduled vesting date. F2 · derivative.expiration_date: The RSUs were granted on May 8, 2024. 25% of the RSUs will vest, subject to the Reporting Person's continued employment, on the 12-month anniversary of the grant date, and the remaining balance of the RSUs will vest in equal quarterly installments over the following 36 months, subject to the Reporting Person's continued employment on each such scheduled vesting date. Read SEC document |
| August 06, 2025 Filed Aug 8, 2025 18:39 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Tax withholdingClass A Common Stock | 2,539 | $14.56 | $36,967.84 |
DisclosureSEC source: 0001628280-25-039230 · wk-form4_1754678365.xml · nonDerivative · entry 2 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,994 Read SEC document |
| August 06, 2025 Filed Aug 8, 2025 18:39 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-039230 · wk-form4_1754678365.xml · nonDerivative · entry 1 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,533 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. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 23:53 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionRestricted Stock Units (Class A) · Derivative | 4,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-038030 · wk-form4_1754438025.xml · derivative · entry 7 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,667 Underlying: Class A Common Stock · 4,833 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock F2 · derivative.exercise_date: The restricted stock units will vest with respect to (i) 3/12ths of such restricted stock units on July 1, 2025, (ii) 8/12ths of such restricted stock units in equal monthly installments beginning on August 1, 2025 through March 1, 2026, and (iii) the remaining 1/12th of such restricted stock units on March 15, 2026. F2 · derivative.expiration_date: The restricted stock units will vest with respect to (i) 3/12ths of such restricted stock units on July 1, 2025, (ii) 8/12ths of such restricted stock units in equal monthly installments beginning on August 1, 2025 through March 1, 2026, and (iii) the remaining 1/12th of such restricted stock units on March 15, 2026. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 23:53 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Tax withholdingClass A Common Stock | 2,455 | $13.35 | $32,774.25 |
DisclosureSEC source: 0001628280-25-038030 · wk-form4_1754438025.xml · nonDerivative · entry 4 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,533 Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 23:53 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionClass A Common Stock | 4,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-038030 · wk-form4_1754438025.xml · nonDerivative · entry 3 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,988 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. Read SEC document |
| July 01, 2025 Filed Aug 5, 2025 23:53 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionRestricted Stock Units (Class A) · Derivative | 14,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-038030 · wk-form4_1754438025.xml · derivative · entry 6 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,500 Underlying: Class A Common Stock · 14,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock F2 · derivative.exercise_date: The restricted stock units will vest with respect to (i) 3/12ths of such restricted stock units on July 1, 2025, (ii) 8/12ths of such restricted stock units in equal monthly installments beginning on August 1, 2025 through March 1, 2026, and (iii) the remaining 1/12th of such restricted stock units on March 15, 2026. F2 · derivative.expiration_date: The restricted stock units will vest with respect to (i) 3/12ths of such restricted stock units on July 1, 2025, (ii) 8/12ths of such restricted stock units in equal monthly installments beginning on August 1, 2025 through March 1, 2026, and (iii) the remaining 1/12th of such restricted stock units on March 15, 2026. Read SEC document |
| July 01, 2025 Filed Aug 5, 2025 23:53 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Tax withholdingClass A Common Stock | 5,189 | $12.48 | $64,758.72 |
DisclosureSEC source: 0001628280-25-038030 · wk-form4_1754438025.xml · nonDerivative · entry 2 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,155 Read SEC document |
| July 01, 2025 Filed Aug 5, 2025 23:53 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionClass A Common Stock | 14,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-038030 · wk-form4_1754438025.xml · nonDerivative · entry 1 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,344 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. Read SEC document |
| May 28, 2025 Filed Aug 5, 2025 23:53 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | GrantRestricted Stock Units (Class A) · Derivative | 58,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-038030 · wk-form4_1754438025.xml · derivative · entry 5 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,000 Underlying: Class A Common Stock · 58,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock F2 · derivative.exercise_date: The restricted stock units will vest with respect to (i) 3/12ths of such restricted stock units on July 1, 2025, (ii) 8/12ths of such restricted stock units in equal monthly installments beginning on August 1, 2025 through March 1, 2026, and (iii) the remaining 1/12th of such restricted stock units on March 15, 2026. F2 · derivative.expiration_date: The restricted stock units will vest with respect to (i) 3/12ths of such restricted stock units on July 1, 2025, (ii) 8/12ths of such restricted stock units in equal monthly installments beginning on August 1, 2025 through March 1, 2026, and (iii) the remaining 1/12th of such restricted stock units on March 15, 2026. Read SEC document |
| May 08, 2024 Filed May 10, 2024 20:30 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | GrantRestricted Stock Units (Class A) · Derivative | 4,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-022644 · wk-form4_1715372977.xml · derivative · entry 2 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000,000 Underlying: Class A Common Stock · 4,000,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The RSUs were granted on May 8, 2024, and will vest subject to both time- and performance-based criteria. 25% of the RSUs will time-vest, subject to Reporting Person's continued employment and the achievement of certain market-based performance conditions, on the 12-month anniversary of the grant date, and the remaining balance of the RSUs will time-vest in equal quarterly installments over the following 36 months, subject to the Reporting Person's continued employment on each such scheduled vesting date and the achievement of certain market-based performance conditions. F3 · derivative.expiration_date: The RSUs were granted on May 8, 2024, and will vest subject to both time- and performance-based criteria. 25% of the RSUs will time-vest, subject to Reporting Person's continued employment and the achievement of certain market-based performance conditions, on the 12-month anniversary of the grant date, and the remaining balance of the RSUs will time-vest in equal quarterly installments over the following 36 months, subject to the Reporting Person's continued employment on each such scheduled vesting date and the achievement of certain market-based performance conditions. Read SEC document |
| May 08, 2024 Filed May 10, 2024 20:30 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | GrantRestricted Stock Units (Class A) · Derivative | 4,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-022644 · wk-form4_1715372977.xml · derivative · entry 1 Smith Chad M. · CIK 0002022869 · Pres & COO, Better Mortgage 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000,000 Underlying: Class A Common Stock · 4,000,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The RSUs were granted on May 8, 2024. 25% of the RSUs will vest, subject to the Reporting Person's continued employment, on the 12-month anniversary of the grant date, and the remaining balance of the RSUs will vest in equal quarterly installments over the following 36 months, subject to the Reporting Person's continued employment on each such scheduled vesting date. F2 · derivative.expiration_date: The RSUs were granted on May 8, 2024. 25% of the RSUs will vest, subject to the Reporting Person's continued employment, on the 12-month anniversary of the grant date, and the remaining balance of the RSUs will vest in equal quarterly installments over the following 36 months, subject to the Reporting Person's continued employment on each such scheduled vesting date. 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.