Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PELOTON INTERACTIVE, INC.PTON · Entity 4430 | Chief Marketing Officer | November 15, 2023 | November 17, 2023 |
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.
PELOTON INTERACTIVE, INC.
Report date November 15, 2023 · Filed November 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 25,553 |
Ending reported balance
After 2023-11-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-11-15 · Exercise / conversion · Acquired 45,000 · Balance 45,000 F1: Each RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. Row 2 · 2023-11-16 · Sale · Disposed 19,447 · Balance 25,553 F2: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.2100 to $5.2250 per share, inclusive. The Reporting Person undertakes to provide to 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. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 675,000 |
Reported balance
After 2023-11-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-11-15 · Exercise / conversion · Disposed 45,000 · Balance 675,000 F1: Each RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. F4: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2023, with 100% of the total shares vested on August 15, 2027, subject to the reporting person's provision of service to the issuer on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration.
F2: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs.
F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.2100 to $5.2250 per share, inclusive. The Reporting Person undertakes to provide to 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.
F4: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2023, with 100% of the total shares vested on August 15, 2027, subject to the reporting person's provision of service to the issuer on each vesting date.
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 16, 2023 Filed Nov 17, 2023 21:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 19,447 | $5.22 | $101,416.11 |
DisclosureSEC source: 0001639825-23-000173 · wk-form4_1700256801.xml · nonDerivative · entry 2 Berland Leslie · CIK 0001962997 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,553 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.2100 to $5.2250 per share, inclusive. The Reporting Person undertakes to provide to 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. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-23-000173 · wk-form4_1700256801.xml · derivative · entry 3 Berland Leslie · CIK 0001962997 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 675,000 Underlying: Class A Common Stock · 45,000 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 RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. F4 · derivative.exercise_date: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2023, with 100% of the total shares vested on August 15, 2027, subject to the reporting person's provision of service to the issuer on each vesting date. F4 · derivative.expiration_date: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2023, with 100% of the total shares vested on August 15, 2027, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass A Common Stock | 45,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001639825-23-000173 · wk-form4_1700256801.xml · nonDerivative · entry 1 Berland Leslie · CIK 0001962997 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 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 Class A common stock upon settlement for no consideration. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GrantRestricted Stock Unit (RSU) · Derivative | 720,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-23-000140 · wk-form4_1694032460.xml · derivative · entry 1 Berland Leslie · CIK 0001962997 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 720,000 Underlying: Class A Common Stock · 720,000 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. F2 · derivative.exercise_date: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2023, with 100% of the total shares vested on August 15, 2027, subject to the reporting person's provision of service to the issuer on each vesting date. F2 · derivative.expiration_date: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2023, with 100% of the total shares vested on August 15, 2027, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 21:39 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GrantRestricted Stock Unit (RSU) · Derivative | 778,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-23-000016 · wf-form4_167537394827302.xml · derivative · entry 1 Berland Leslie · CIK 0001962997 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 778,547 Underlying: Class A Common Stock · 778,547 shares Expires 2033-01-31 F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. F2 · derivative.exercise_date: The RSUs vest as to 25% of the total shares on February 1, 2024, then 6.25% of the total shares vest quarterly, commencing March 15, 2024, with 100% of the total shares vested on December 15, 2026, subject to the reporting person's provision of service to the issuer on each 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.