Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALKAMI TECHNOLOGY, INC.ALKT · Entity 1625 | Director | May 18, 2022 | May 20, 2022 |
| Aequi Acquisition Corp.ARBGU · Entity 123407 | Director | November 19, 2020 | November 20, 2020 |
| BANNER CORPBANR · Entity 4398 | Director | October 29, 2021 | November 01, 2021 |
| Evolv Technologies Holdings, Inc.EVLV · Entity 5017 | Director | June 13, 2024 | June 14, 2024 |
| Gitlab Inc.GTLB · Entity 3663 | Director | July 15, 2025 | July 17, 2025 |
| Rocket Lab CorpRKLB · Entity 1039 | Director | August 31, 2026 | September 02, 2026 |
| SOUNDTHINKING, INC.SSTI · Entity 361 | Director | November 13, 2020 | November 17, 2020 |
| Symbotic Inc.SYM · Entity 2319 | Director | March 11, 2026 | March 14, 2026 |
| TD SYNNEX CORPSNX · Entity 8882 | Director | May 04, 2026 | May 05, 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.
ALKAMI TECHNOLOGY, INC.
Report date May 18, 2022 · Filed May 20, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,139 |
Reported balance
After 2022-05-18 transaction · row 1
1 source rowRow 1 · 2022-05-18 · Grant · Acquired 14,179 · Balance 15,139 F1: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Award Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Award Plan.
Aequi Acquisition Corp.
Report date November 19, 2020 · Filed November 20, 2020
This filing explicitly reported no securities owned.
BANNER CORP
Report date October 29, 2021 · Filed November 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 5,067 |
Reported balance
After 2021-10-29 transaction · row 1
1 source rowRow 1 · 2021-10-29 · Grant · Acquired 49 · Balance 5,067 F1: Represents award pursuant to 2014 Omnibus Incentive Plan; shares vest fully on April 18, 2022. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents award pursuant to 2014 Omnibus Incentive Plan; shares vest fully on April 18, 2022. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.
Evolv Technologies Holdings, Inc.
Report date June 13, 2024 · Filed June 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 81,086 |
Reported balance
After 2024-06-13 transaction · row 1
1 source rowRow 1 · 2024-06-13 · Sale · Disposed 7,754 · Balance 81,086 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan entered into on March 14, 2024. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.34 to $2.40. 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 in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan entered into on March 14, 2024.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.34 to $2.40. 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 in this footnote.
Gitlab Inc.
Report date July 15, 2025 · Filed July 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 13,594 |
Reported balance
After 2025-07-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-07-15 · Sale · Disposed 607 · Balance 13,594 F1: The sales reported on this Form 4 were executed pursuant to a trading plan entered into by the reporting person on March 28, 2025 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2: Includes shares of Class A Common Stock that have not yet vested. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were executed pursuant to a trading plan entered into by the reporting person on March 28, 2025 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.
F2: Includes shares of Class A Common Stock that have not yet vested.
Rocket Lab Corp
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,482 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Gift · Disposed 261,903 · Balance 2,482 F1: Represents shares transferred by the Reporting Person, without consideration, to the Reporting Person's revocable living trust, of which the Reporting Person is a trustee and the Reporting Person and her immediate family are beneficiaries, for estate planning purposes. The Reporting Person retains an indirect pecuniary interest in the shares. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 261,903 |
Reported balance
After 2026-08-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-31 · Gift · Acquired 261,903 · Balance 261,903 F1: Represents shares transferred by the Reporting Person, without consideration, to the Reporting Person's revocable living trust, of which the Reporting Person is a trustee and the Reporting Person and her immediate family are beneficiaries, for estate planning purposes. The Reporting Person retains an indirect pecuniary interest in the shares. F2: Held by the Trust of which the Reporting Person is a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares transferred by the Reporting Person, without consideration, to the Reporting Person's revocable living trust, of which the Reporting Person is a trustee and the Reporting Person and her immediate family are beneficiaries, for estate planning purposes. The Reporting Person retains an indirect pecuniary interest in the shares.
F2: Held by the Trust of which the Reporting Person is a trustee.
SOUNDTHINKING, INC.
Report date November 13, 2020 · Filed November 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,861 |
Reported balance
After 2020-11-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-11-13 · Sale · Disposed 2,583 · Balance 3,861 F1: The shares were sold at prices ranging from $29.15 to $29.21. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold at prices ranging from $29.15 to $29.21. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.
Symbotic Inc.
Report date March 11, 2026 · Filed March 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 75,344 |
Ending reported balance
After 2026-03-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-11 · Sale · Disposed 3,114 · Balance 75,644 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 27, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $50.17 to $51.16, 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 in this footnote. Row 2 · 2026-03-11 · Sale · Disposed 300 · Balance 75,344 F1: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 27, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $51.18 to $51.65, 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 in this footnote. |
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 27, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.
F2: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $50.17 to $51.16, 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 in this footnote.
F3: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $51.18 to $51.65, 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 in this footnote.
TD SYNNEX CORP
Report date May 04, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,649 |
Reported balance
After 2026-05-04 transaction · row 1
1 source rowRow 1 · 2026-05-04 · Sale · Disposed 4,368 · Balance 3,649 F1: Represents the weighted average sales price for a number of transactions effected at prices ranging from $229.00 to $229.79. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average sales price for a number of transactions effected at prices ranging from $229.00 to $229.79. The reporting person has provided to the issuer, and undertakes to provide upon request to the SEC staff, or any security holder of the issuer, information regarding the number of shares sold at each separate price within the range.
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 28, 2017 Filed May 1, 2017 20:02 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 907 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000939057-17-000202 · primary_doc.xml · nonDerivative · entry 1 Saintil Merline · CIK 0001699497 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 907 F1 · price: Represents award pursuant to 2014 Omnibus Incentive Plan; shares vest fully on April 24, 2018. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. 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.