Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Block, Inc.SQ · Entity 3041 | Director | April 01, 2022 | April 05, 2022 |
| GOLDMAN SACHS GROUP INCGS · Entity 2819 | Director | July 15, 2026 | July 17, 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.
Block, Inc.
Report date April 01, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 73,513 |
Reported balance
After 2022-04-01 transaction · row 1
1 source rowRow 1 · 2022-04-01 · Grant · Acquired 115 · Balance 73,513 F1: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 72 |
Reported balance
Holding disclosure · report date 2022-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 72 F2: Shares are held of record by Viniar Family LLC, for which the Reporting Person serves as the managing member. F3: Represents ownership of CHESS Depositary Interests ("CDIs"), each representing an ownership interest in a share of Class A common stock of the Issuer. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 26,250 |
Reported balance
Holding disclosure · report date 2022-04-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 26,250 F4: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant.
F2: Shares are held of record by Viniar Family LLC, for which the Reporting Person serves as the managing member.
F3: Represents ownership of CHESS Depositary Interests ("CDIs"), each representing an ownership interest in a share of Class A common stock of the Issuer.
F4: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.
GOLDMAN SACHS GROUP INC
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 548,000 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Gift · Disposed 2,000 · Balance 548,000 |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee footnote | 100,000 |
Reported balance
Holding disclosure · report date 2026-07-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 100,000 F1: Held through a limited liability company. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee footnote | 72,693 |
Reported balance
Holding disclosure · report date 2026-07-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 72,693 F2: Held through trusts, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Held through a limited liability company.
F2: Held through trusts, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares.
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 |
|---|---|---|---|---|---|---|
| January 05, 2004 Filed Jan 7, 2004 22:21 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | Exercise / conversionRestricted Stock Units · Derivative | 72,111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000769993-04-000023 · viniareep_ex.xml · derivative · entry 7 VINIAR DAVID A · CIK 0001090352 · Executive VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 72,111 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: On January 5, 2004, 72,111 shares of the Issuer's common stock underlying these Restricted Stock Units became deliverable, without the payment of any consideration, and were delivered to the Reporting Person. F1 · price: On January 5, 2004, 72,111 shares of the Issuer's common stock underlying these Restricted Stock Units became deliverable, without the payment of any consideration, and were delivered to the Reporting Person. F1 · derivative.exercise_date: On January 5, 2004, 72,111 shares of the Issuer's common stock underlying these Restricted Stock Units became deliverable, without the payment of any consideration, and were delivered to the Reporting Person. F1 · derivative.expiration_date: On January 5, 2004, 72,111 shares of the Issuer's common stock underlying these Restricted Stock Units became deliverable, without the payment of any consideration, and were delivered to the Reporting Person. Read SEC document |
| January 05, 2004 Filed Jan 7, 2004 22:21 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | Tax withholdingCommon Stock, par value $0.01 per share | 24,662 | $97.05 | $2,393,323.79 |
DisclosureSEC source: 0000769993-04-000023 · viniareep_ex.xml · nonDerivative · entry 2 VINIAR DAVID A · CIK 0001090352 · Executive VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,065,081 Read SEC document |
| January 05, 2004 Filed Jan 7, 2004 22:21 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | GrantCommon Stock, par value $0.01 per share | 72,111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000769993-04-000023 · viniareep_ex.xml · nonDerivative · entry 1 VINIAR DAVID A · CIK 0001090352 · Executive VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,089,743 F1 · price: On January 5, 2004, 72,111 shares of the Issuer's common stock underlying these Restricted Stock Units became deliverable, without the payment of any consideration, and were delivered to the Reporting Person. Read SEC document |
| December 23, 2003 Filed Dec 24, 2003 21:18 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 50,000 | $98.47 | $4,923,670.00 |
DisclosureSEC source: 0000769993-03-000712 · viniareep_ex.xml · nonDerivative · entry 2 VINIAR DAVID A · CIK 0001090352 · Executive VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,017,632 Read SEC document |
| December 22, 2003 Filed Dec 24, 2003 21:18 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | GiftCommon Stock, par value $0.01 per share | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000769993-03-000712 · viniareep_ex.xml · nonDerivative · entry 1 VINIAR DAVID A · CIK 0001090352 · Executive VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,067,632 Read SEC document |
| December 17, 2003 Filed Dec 18, 2003 19:51 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | GrantRestricted Stock Units · Derivative | 54,347 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000769993-03-000676 · viniareep_ex.xml · derivative · entry 1 VINIAR DAVID A · CIK 0001090352 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,347 Underlying: Common Stock · 54,347 shares Expires not disclosed F1 · derivative.exercise_price: The number of Restricted Stock Units ("RSUs") awarded to the Reporting Person was determined by dividing the dollar amount to be granted as an equity-based award by $94.44 (the average closing price-per-share of the Issuer's Common Stock on the New York Stock Exchange for the ten trading-day period up to and including the last day of the Issuer's 2003 fiscal year). F1 · price: The number of Restricted Stock Units ("RSUs") awarded to the Reporting Person was determined by dividing the dollar amount to be granted as an equity-based award by $94.44 (the average closing price-per-share of the Issuer's Common Stock on the New York Stock Exchange for the ten trading-day period up to and including the last day of the Issuer's 2003 fiscal year). F2 · derivative.exercise_date: Of these RSUs, 25% vested upon grant, with the remaining 75% vesting on November 24, 2006. The shares of Common Stock underlying these RSUs will be deliverable, without the payment of any consideration, in or about January 2007. F2 · derivative.expiration_date: Of these RSUs, 25% vested upon grant, with the remaining 75% vesting on November 24, 2006. The shares of Common Stock underlying these RSUs will be deliverable, without the payment of any consideration, in or about January 2007. F1 · derivative.underlying_shares: The number of Restricted Stock Units ("RSUs") awarded to the Reporting Person was determined by dividing the dollar amount to be granted as an equity-based award by $94.44 (the average closing price-per-share of the Issuer's Common Stock on the New York Stock Exchange for the ten trading-day period up to and including the last day of the Issuer's 2003 fiscal year). Read SEC document |
| June 26, 2003 Filed Jun 30, 2003 21:03 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | OtherCommon Stock, par value $0.01 per share | 12,378 | $0.00 | $0.00 |
DisclosureSEC source: 0000769993-03-000457 · viniareep_ex.xml · nonDerivative · entry 5 VINIAR DAVID A · CIK 0001090352 · Executive VP - CFO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 12,378 F7 · kind: On June 26, 2003, the Reporting Person donated 12,378 shares of the Issuer's common stock to a grantor retained annuity trust of which the Reporting Person is the sole trustee and the sole current beneficiary. This donation was exempt from Section 16 pursuant to Rule 16a-13 under the Act. F7 · acquired: On June 26, 2003, the Reporting Person donated 12,378 shares of the Issuer's common stock to a grantor retained annuity trust of which the Reporting Person is the sole trustee and the sole current beneficiary. This donation was exempt from Section 16 pursuant to Rule 16a-13 under the Act. F8 · balance_after: Following all transactions reported in Table I, the Reporting Person beneficially owned 1,073,632 shares of the Issuer's common stock directly. F4 · ownership.nature: As trustee of grantor retained annuity trust Read SEC document |
| June 26, 2003 Filed Jun 30, 2003 21:03 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | OtherCommon Stock, par value $0.01 per share | 12,378 | $0.00 | $0.00 |
DisclosureSEC source: 0000769993-03-000457 · viniareep_ex.xml · nonDerivative · entry 4 VINIAR DAVID A · CIK 0001090352 · Executive VP - CFO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 17,888 F6 · kind: Reflects the distribution of 12,378 shares of the Issuer's common stock from this grantor retained annuity trust to the Reporting Person on June 26, 2003. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Act. F6 · acquired: Reflects the distribution of 12,378 shares of the Issuer's common stock from this grantor retained annuity trust to the Reporting Person on June 26, 2003. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Act. F4 · ownership.nature: As trustee of grantor retained annuity trust Read SEC document |
| March 26, 2003 Filed Jun 30, 2003 21:03 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | OtherCommon Stock, par value $0.01 per share | 81,681 | $0.00 | $0.00 |
DisclosureSEC source: 0000769993-03-000457 · viniareep_ex.xml · nonDerivative · entry 3 VINIAR DAVID A · CIK 0001090352 · Executive VP - CFO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 81,681 F5 · kind: On March 26, 2003, the Reporting Person donated 81,681 shares of the Issuer's common stock to a grantor retained annuity trust of which the Reporting Person is the sole trustee and the sole current beneficiary. This donation was exempt from Section 16 pursuant to Rule 16a-13 under the Act. F5 · acquired: On March 26, 2003, the Reporting Person donated 81,681 shares of the Issuer's common stock to a grantor retained annuity trust of which the Reporting Person is the sole trustee and the sole current beneficiary. This donation was exempt from Section 16 pursuant to Rule 16a-13 under the Act. F4 · ownership.nature: As trustee of grantor retained annuity trust Read SEC document |
| March 26, 2003 Filed Jun 30, 2003 21:03 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | OtherCommon Stock, par value $0.01 per share | 61,265 | $0.00 | $0.00 |
DisclosureSEC source: 0000769993-03-000457 · viniareep_ex.xml · nonDerivative · entry 2 VINIAR DAVID A · CIK 0001090352 · Executive VP - CFO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 38,053 F3 · kind: Reflects the distribution of 61,265 shares of the Issuer's common stock from this grantor retained annuity trust to the Reporting Person on March 26, 2003. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Act. F3 · acquired: Reflects the distribution of 61,265 shares of the Issuer's common stock from this grantor retained annuity trust to the Reporting Person on March 26, 2003. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Act. F4 · ownership.nature: As trustee of grantor retained annuity trust Read SEC document |
| March 26, 2003 Filed Jun 30, 2003 21:03 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | OtherCommon Stock, par value $0.01 per share | 20,416 | $0.00 | $0.00 |
DisclosureSEC source: 0000769993-03-000457 · viniareep_ex.xml · nonDerivative · entry 1 VINIAR DAVID A · CIK 0001090352 · Executive VP - CFO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Reflects the distribution of 20,416 shares of the Issuer's common stock from this grantor retained annuity trust to the Reporting Person on March 26, 2003. This trust is no longer a beneficial owner of the Issuer's securities. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended (the "Act"). F1 · acquired: Reflects the distribution of 20,416 shares of the Issuer's common stock from this grantor retained annuity trust to the Reporting Person on March 26, 2003. This trust is no longer a beneficial owner of the Issuer's securities. This distribution was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended (the "Act"). F2 · ownership.nature: This trust is no longer a beneficial owner of the Issuer's securities. 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.