Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Affirm Holdings, Inc.AFRM · Entity 1572 | Director · Chief Executive Officer · 10% owner | January 05, 2026 | January 07, 2026 |
| COCA COLA COKO · Entity 2806 | Director | April 01, 2026 | April 03, 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.
Affirm Holdings, Inc.
Report date January 05, 2026 · Filed January 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-01-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-01-05 · Exercise / conversion · Acquired 666,666 · Balance 666,666 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. Row 2 · 2026-01-05 · Sale · Disposed 553,554 · Balance 113,112 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F2: Represents the weighted average sale price of the shares sold from $80.00 to $80.997 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 3 · 2026-01-05 · Sale · Disposed 113,112 · Balance 0 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F3: Represents the weighted average sale price of the shares sold from $81.00 to $81.40 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Performance Based Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $49.00 · Expires 2031-01-12 | Direct | 10,500,002 |
Reported balance
After 2026-01-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-01-05 · Exercise / conversion · Disposed 666,666 · Balance 10,500,002 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F5: The Reporting Person was granted a multi-year performance-based stock option (the "Value Creation Award") on January 12, 2021. The Value Creation Award is divided into ten tranches which the Reporting Person may earn by satisfying a performance condition within a five-year period from the date of grant, subject to the Reporting Person's continued service to the Issuer. The earned tranches of the Value Creation Award becomes vested and exercisable upon the satisfaction of a time condition. Any portion of the Value Creation Award that has not been earned by the fifth anniversary of the grant date will be forfeited. As of January 5, 2026, the Reporting Person has earned 4,000,000 stock options, all of which have vested. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Levchin 2012 Irrevocable Trust | 735,294 |
Reported balance
Holding disclosure · report date 2026-01-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 735,294 F4: As joint settlors of the Levchin 2012 Irrevocable Trust, the Reporting Person and his spouse jointly have the right to acquire the shares held by the trust but do not have voting or investment power over such shares. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
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 adopted by the reporting person on March 17, 2025.
F2: Represents the weighted average sale price of the shares sold from $80.00 to $80.997 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: Represents the weighted average sale price of the shares sold from $81.00 to $81.40 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: As joint settlors of the Levchin 2012 Irrevocable Trust, the Reporting Person and his spouse jointly have the right to acquire the shares held by the trust but do not have voting or investment power over such shares. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F5: The Reporting Person was granted a multi-year performance-based stock option (the "Value Creation Award") on January 12, 2021. The Value Creation Award is divided into ten tranches which the Reporting Person may earn by satisfying a performance condition within a five-year period from the date of grant, subject to the Reporting Person's continued service to the Issuer. The earned tranches of the Value Creation Award becomes vested and exercisable upon the satisfaction of a time condition. Any portion of the Value Creation Award that has not been earned by the fifth anniversary of the grant date will be forfeited. As of January 5, 2026, the Reporting Person has earned 4,000,000 stock options, all of which have vested.
COCA COLA CO
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,052.5615 |
Reported balance
After 2026-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-01 · Grant · Acquired 3,825.3528 · Balance 5,052.5615 F1: Each phantom share unit is economically equivalent to one share of Common Stock. F2: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective June 1, 2025 (the "Directors' Plan") for 2026 compensation, which may include voluntary deferred compensation. F3: The phantom share units credited under The Coca-Cola Company Directors' Plan, as amended and restated effective June 1, 2025, are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4: This number includes phantom share units accrued through April 1, 2026 under the Directors' Plan as a result of crediting phantom dividends. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 14,267 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 14,267 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom share unit is economically equivalent to one share of Common Stock.
F2: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective June 1, 2025 (the "Directors' Plan") for 2026 compensation, which may include voluntary deferred compensation.
F3: The phantom share units credited under The Coca-Cola Company Directors' Plan, as amended and restated effective June 1, 2025, are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board.
F4: This number includes phantom share units accrued through April 1, 2026 under the Directors' Plan as a result of crediting phantom dividends.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
YELP INC
Report date September 22, 2016 · Filed September 27, 2016
Section 16 reporting ended · disclosed 2016-09-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-09-22 transaction · row 3
2 source rows · reconciled sequenceRow 1 · 2016-09-22 · Conversion · Acquired 785,037 · Balance 821,437 F1: Each share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. Row 3 · 2016-09-22 · Conversion · Disposed 821,437 · Balance 0 F3: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Last balance in matching sequence
After 2016-09-22 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2016-09-22 · Conversion · Acquired 2,691,757 · Balance 2,691,757 F1: Each share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. F2: Shares are held by PENSCO Trust Company FBO Max Levchin Roth IRA. The Reporting Person holds voting and dispositive power over the shares. Row 5 · 2016-09-22 · Conversion · Disposed 2,691,757 · Balance 0 F3: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation. F2: Shares are held by PENSCO Trust Company FBO Max Levchin Roth IRA. The Reporting Person holds voting and dispositive power over the shares. |
| Common StockSEC Table I · non-derivative | Direct | 821,437 |
Reported balance
After 2016-09-22 transaction · row 4
1 source rowRow 4 · 2016-09-22 · Grant · Acquired 821,437 · Balance 821,437 F3: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 2,691,757 |
Reported balance
After 2016-09-22 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2016-09-22 · Grant · Acquired 2,691,757 · Balance 2,691,757 F3: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation. F2: Shares are held by PENSCO Trust Company FBO Max Levchin Roth IRA. The Reporting Person holds voting and dispositive power over the shares. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2016-09-22 · Conversion · Disposed 785,037 · Balance 0 F4: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. All Class A Common Stock and Class B Common Stock will convert automatically into Common Stock on the earlier of (i) the date on which the number of outstanding shares of Class B Common Stock represents less than 10% of the aggregate combined number of outstanding shares of Class A Common Stock and Class B Common Stock and (ii) seven years following the effective date of the issuer's initial public offering. F5: In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock (i) upon any transfer, whether or not for value (subject to certain exceptions), or (ii) in the event of the death or disability (as defined in the amended and restated certificate of incorporation of the issuer) of the Reporting Person, or (iii) upon such date as is specified by the affirmative vote or written consent of at least 66 2/3% of the outstanding shares of Class B Common Stock. F6: Not applicable. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2016-09-22 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2016-09-22 · Conversion · Disposed 2,691,757 · Balance 0 F4: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. All Class A Common Stock and Class B Common Stock will convert automatically into Common Stock on the earlier of (i) the date on which the number of outstanding shares of Class B Common Stock represents less than 10% of the aggregate combined number of outstanding shares of Class A Common Stock and Class B Common Stock and (ii) seven years following the effective date of the issuer's initial public offering. F5: In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock (i) upon any transfer, whether or not for value (subject to certain exceptions), or (ii) in the event of the death or disability (as defined in the amended and restated certificate of incorporation of the issuer) of the Reporting Person, or (iii) upon such date as is specified by the affirmative vote or written consent of at least 66 2/3% of the outstanding shares of Class B Common Stock. F6: Not applicable. F2: Shares are held by PENSCO Trust Company FBO Max Levchin Roth IRA. The Reporting Person holds voting and dispositive power over the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock.
F2: Shares are held by PENSCO Trust Company FBO Max Levchin Roth IRA. The Reporting Person holds voting and dispositive power over the shares.
F3: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation.
F4: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. All Class A Common Stock and Class B Common Stock will convert automatically into Common Stock on the earlier of (i) the date on which the number of outstanding shares of Class B Common Stock represents less than 10% of the aggregate combined number of outstanding shares of Class A Common Stock and Class B Common Stock and (ii) seven years following the effective date of the issuer's initial public offering.
F5: In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock (i) upon any transfer, whether or not for value (subject to certain exceptions), or (ii) in the event of the death or disability (as defined in the amended and restated certificate of incorporation of the issuer) of the Reporting Person, or (iii) upon such date as is specified by the affirmative vote or written consent of at least 66 2/3% of the outstanding shares of Class B Common Stock.
F6: Not applicable.
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 01, 2026 Filed Apr 3, 2026 17:08 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 3,825.3528 | $75.81 Strike: $0.00 | $290,000.00 |
DisclosureSEC source: 0000021344-26-000107 · form4.xml · derivative · entry 2 Levchin Max R · CIK 0001539853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,052.5615 Underlying: Common Stock, $.25 Par Value · 3,825.3528 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective June 1, 2025 (the "Directors' Plan") for 2026 compensation, which may include voluntary deferred compensation. F3 · derivative.exercise_date: The phantom share units credited under The Coca-Cola Company Directors' Plan, as amended and restated effective June 1, 2025, are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under The Coca-Cola Company Directors' Plan, as amended and restated effective June 1, 2025, are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · balance_after: This number includes phantom share units accrued through April 1, 2026 under the Directors' Plan as a result of crediting phantom dividends. Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 23:01 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionPerformance Based Stock Options · Derivative | 666,666 | $0.00 Strike: $49.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001248 · wk-form4_1767826879.xml · derivative · entry 5 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,500,002 Underlying: Class A Common Stock · 666,666 shares Expires 2031-01-12 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 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F5 · derivative.exercise_date: The Reporting Person was granted a multi-year performance-based stock option (the "Value Creation Award") on January 12, 2021. The Value Creation Award is divided into ten tranches which the Reporting Person may earn by satisfying a performance condition within a five-year period from the date of grant, subject to the Reporting Person's continued service to the Issuer. The earned tranches of the Value Creation Award becomes vested and exercisable upon the satisfaction of a time condition. Any portion of the Value Creation Award that has not been earned by the fifth anniversary of the grant date will be forfeited. As of January 5, 2026, the Reporting Person has earned 4,000,000 stock options, all of which have vested. Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 23:01 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 113,112 | $81.12 | $9,175,645.44 |
DisclosureSEC source: 0001628280-26-001248 · wk-form4_1767826879.xml · nonDerivative · entry 3 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F3 · price: Represents the weighted average sale price of the shares sold from $81.00 to $81.40 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 23:01 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 553,554 | $80.52 | $44,572,168.08 |
DisclosureSEC source: 0001628280-26-001248 · wk-form4_1767826879.xml · nonDerivative · entry 2 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 113,112 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F2 · price: Represents the weighted average sale price of the shares sold from $80.00 to $80.997 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 23:01 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 666,666 | $49.00 | $32,666,634.00 |
DisclosureSEC source: 0001628280-26-001248 · wk-form4_1767826879.xml · nonDerivative · entry 1 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 666,666 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 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. Read SEC document |
| October 24, 2025 Filed Oct 27, 2025 20:57 UTC | COCA COLA CO KO · Entity 2806 | PurchaseCommon Stock, $.25 Par Value | 7,206 | $69.87 | $503,487.54 |
DisclosureSEC source: 0000021344-25-000075 · form4.xml · nonDerivative · entry 3 Levchin Max R · CIK 0001539853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,267 F3 · price: The price is the weighted average purchase price of the aggregate number of shares that were purchased by the reporting person. These shares were purchased in multiple transactions at prices ranging from $69.6653 to $70.005. 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 purchased at each separate price. Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 20:57 UTC | COCA COLA CO KO · Entity 2806 | PurchaseCommon Stock, $.25 Par Value | 4,197 | $70.31 | $295,075.12 |
DisclosureSEC source: 0000021344-25-000075 · form4.xml · nonDerivative · entry 2 Levchin Max R · CIK 0001539853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,061 F2 · price: The price is the weighted average purchase price of the aggregate number of shares that were purchased by the reporting person. These shares were purchased in multiple transactions at prices ranging from $70.00 to $70.86. 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 purchased at each separate price. Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 20:57 UTC | COCA COLA CO KO · Entity 2806 | PurchaseCommon Stock, $.25 Par Value | 2,864 | $69.87 | $200,113.69 |
DisclosureSEC source: 0000021344-25-000075 · form4.xml · nonDerivative · entry 1 Levchin Max R · CIK 0001539853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,864 F1 · price: The price is the weighted average purchase price of the aggregate number of shares that were purchased by the reporting person. These shares were purchased in multiple transactions at prices ranging from $69.73 to $69.995. 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 purchased at each separate price. Read SEC document |
| October 16, 2025 Filed Oct 20, 2025 18:10 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 1,118.0992 | $71.55 Strike: $0.00 | $80,000.00 |
DisclosureSEC source: 0000021344-25-000073 · form4.xml · derivative · entry 2 Levchin Max R · CIK 0001539853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,118.0992 Underlying: Common Stock, $.25 Par Value · 1,118.0992 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan, as amended and restated effective June 1, 2025 (the "Directors' Plan") for 2025 compensation, prorated for 2025 as a result of the election of the reporting person to the Board of Directors on October 16, 2025. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. Read SEC document |
| September 22, 2025 Filed Sep 24, 2025 22:00 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionPerformance Based Stock Options · Derivative | 651,713 | $0.00 Strike: $49.00 | $0.00 |
DisclosureSEC source: 0001628280-25-042655 · wk-form4_1758751227.xml · derivative · entry 7 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,166,668 Underlying: Class A Common Stock · 651,713 shares Expires 2031-01-12 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F7 · derivative.exercise_date: The Reporting Person was granted a multi-year performance-based stock option (the "Value Creation Award") on January 12, 2021. The Value Creation Award is divided into ten tranches which the Reporting Person may earn by satisfying a performance condition within a five-year period from the date of grant, subject to the Reporting Person's continued service to the Issuer. The earned tranches of the Value Creation Award becomes vested and exercisable upon the satisfaction of a time condition. Any portion of the Value Creation Award that has not been earned by the fifth anniversary of the grant date will be forfeited. As of September 22, 2025, the Reporting Person has earned 4,000,000 stock options, all of which have vested. Read SEC document |
| September 22, 2025 Filed Sep 24, 2025 22:00 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 3,594 | $90.98 | $326,982.12 |
DisclosureSEC source: 0001628280-25-042655 · wk-form4_1758751227.xml · nonDerivative · entry 5 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F5 · price: Represents the weighted average sale price of the shares sold from $90.825 to $91.02 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 22, 2025 Filed Sep 24, 2025 22:00 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 202,582 | $90.02 | $18,236,431.64 |
DisclosureSEC source: 0001628280-25-042655 · wk-form4_1758751227.xml · nonDerivative · entry 4 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,594 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F4 · price: Represents the weighted average sale price of the shares sold from $89.75 to $90.71 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 22, 2025 Filed Sep 24, 2025 22:00 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 259,705 | $89.23 | $23,173,477.15 |
DisclosureSEC source: 0001628280-25-042655 · wk-form4_1758751227.xml · nonDerivative · entry 3 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 206,176 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F3 · price: Represents the weighted average sale price of the shares sold from $88.75 to $89.745 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 22, 2025 Filed Sep 24, 2025 22:00 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 185,832 | $88.46 | $16,438,698.72 |
DisclosureSEC source: 0001628280-25-042655 · wk-form4_1758751227.xml · nonDerivative · entry 2 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 465,881 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F2 · price: Represents the weighted average sale price of the shares sold from $87.75 to $88.7493 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 22, 2025 Filed Sep 24, 2025 22:00 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 651,713 | $49.00 | $31,933,937.00 |
DisclosureSEC source: 0001628280-25-042655 · wk-form4_1758751227.xml · nonDerivative · entry 1 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 651,713 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. Read SEC document |
| August 28, 2025 Filed Aug 29, 2025 21:59 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionPerformance Based Stock Options · Derivative | 499,223 | $0.00 Strike: $49.00 | $0.00 |
DisclosureSEC source: 0001539853-25-000004 · wk-form4_1756504751.xml · derivative · entry 4 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,818,381 Underlying: Class A Common Stock · 499,223 shares Expires 2031-01-12 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F4 · derivative.exercise_date: The Reporting Person was granted a multi-year performance-based stock option (the "Value Creation Award") on January 12, 2021. The Value Creation Award is divided into ten tranches which the Reporting Person may earn by satisfying a performance condition within a five-year period from the date of grant, subject to the Reporting Person's continued service to the Issuer. The earned tranches of the Value Creation Award becomes vested and exercisable upon the satisfaction of a time condition. Any portion of the Value Creation Award that has not been earned by the fifth anniversary of the grant date will be forfeited. As of August 28, 2025, the Reporting Person has earned 4,000,000 stock options, all of which have vested. F4 · derivative.expiration_date: The Reporting Person was granted a multi-year performance-based stock option (the "Value Creation Award") on January 12, 2021. The Value Creation Award is divided into ten tranches which the Reporting Person may earn by satisfying a performance condition within a five-year period from the date of grant, subject to the Reporting Person's continued service to the Issuer. The earned tranches of the Value Creation Award becomes vested and exercisable upon the satisfaction of a time condition. Any portion of the Value Creation Award that has not been earned by the fifth anniversary of the grant date will be forfeited. As of August 28, 2025, the Reporting Person has earned 4,000,000 stock options, all of which have vested. Read SEC document |
| August 28, 2025 Filed Aug 29, 2025 21:59 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 499,223 | $80.17 | $40,022,707.91 |
DisclosureSEC source: 0001539853-25-000004 · wk-form4_1756504751.xml · nonDerivative · entry 2 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F2 · price: Represents the weighted average sale price of the shares sold from $80.00 to $80.52 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 28, 2025 Filed Aug 29, 2025 21:59 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 499,223 | $49.00 | $24,461,927.00 |
DisclosureSEC source: 0001539853-25-000004 · wk-form4_1756504751.xml · nonDerivative · entry 1 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 499,223 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. Read SEC document |
| August 22, 2025 Filed Aug 22, 2025 23:23 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionPerformance Based Stock Options · Derivative | 167,443 | $0.00 Strike: $49.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041070 · wk-form4_1755904985.xml · derivative · entry 4 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,317,604 Underlying: Class A Common Stock · 167,443 shares Expires 2031-01-12 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F4 · derivative.exercise_date: The Reporting Person was granted a multi-year performance-based stock option (the "Value Creation Award") on January 12, 2021. The Value Creation Award is divided into ten tranches which the Reporting Person may earn by satisfying a performance condition within a five-year period from the date of grant, subject to the Reporting Person's continued service to the Issuer. The earned tranches of the Value Creation Award becomes vested and exercisable upon the satisfaction of a time condition. Any portion of the Value Creation Award that has not been earned by the fifth anniversary of the grant date will be forfeited. As of August 22, 2025, the Reporting Person has earned 4,000,000 stock options, all of which have vested. F4 · derivative.expiration_date: The Reporting Person was granted a multi-year performance-based stock option (the "Value Creation Award") on January 12, 2021. The Value Creation Award is divided into ten tranches which the Reporting Person may earn by satisfying a performance condition within a five-year period from the date of grant, subject to the Reporting Person's continued service to the Issuer. The earned tranches of the Value Creation Award becomes vested and exercisable upon the satisfaction of a time condition. Any portion of the Value Creation Award that has not been earned by the fifth anniversary of the grant date will be forfeited. As of August 22, 2025, the Reporting Person has earned 4,000,000 stock options, all of which have vested. Read SEC document |
| August 22, 2025 Filed Aug 22, 2025 23:23 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 167,443 | $80.10 | $13,412,184.30 |
DisclosureSEC source: 0001628280-25-041070 · wk-form4_1755904985.xml · nonDerivative · entry 2 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F2 · price: Represents the weighted average sale price of the shares sold from $80.00 to $80.40 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 22, 2025 Filed Aug 22, 2025 23:23 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 167,443 | $49.00 | $8,204,707.00 |
DisclosureSEC source: 0001628280-25-041070 · wk-form4_1755904985.xml · nonDerivative · entry 1 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 167,443 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 22:02 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionPerformance Based Stock Options · Derivative | 14,953 | $0.00 Strike: $49.00 | $0.00 |
DisclosureSEC source: 0001628280-25-040931 · wk-form4_1755727336.xml · derivative · entry 4 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,485,047 Underlying: Class A Common Stock · 14,953 shares Expires 2031-01-12 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 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F4 · derivative.exercise_date: The Reporting Person was granted a multi-year performance-based stock option (the "Value Creation Award") on January 12, 2021. The Value Creation Award is divided into ten tranches which the Reporting Person may earn by satisfying a performance condition within a five-year period from the date of grant, subject to the Reporting Person's continued service to the Issuer. The earned tranches of the Value Creation Award becomes vested and exercisable upon the satisfaction of a time condition. Any portion of the Value Creation Award that has not been earned by the fifth anniversary of the grant date will be forfeited. As of August 20, 2025, the Reporting Person has earned 4,000,000 stock options, all of which have vested. F4 · derivative.expiration_date: The Reporting Person was granted a multi-year performance-based stock option (the "Value Creation Award") on January 12, 2021. The Value Creation Award is divided into ten tranches which the Reporting Person may earn by satisfying a performance condition within a five-year period from the date of grant, subject to the Reporting Person's continued service to the Issuer. The earned tranches of the Value Creation Award becomes vested and exercisable upon the satisfaction of a time condition. Any portion of the Value Creation Award that has not been earned by the fifth anniversary of the grant date will be forfeited. As of August 20, 2025, the Reporting Person has earned 4,000,000 stock options, all of which have vested. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 22:02 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 14,953 | $80.05 | $1,196,987.65 |
DisclosureSEC source: 0001628280-25-040931 · wk-form4_1755727336.xml · nonDerivative · entry 2 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. F2 · price: Represents the weighted average sale price of the shares sold from $80.00 to $80.105 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 22:02 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 14,953 | $49.00 | $732,697.00 |
DisclosureSEC source: 0001628280-25-040931 · wk-form4_1755727336.xml · nonDerivative · entry 1 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,953 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 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. Read SEC document |
| March 18, 2021 Filed Mar 23, 2021 01:27 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | ConversionClass B Common Stock · Derivative | 361,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001820953-21-000036 · wf-form4_161646284303302.xml · derivative · entry 4 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 2012 MRL Investments LLC Disclosed balance after: 10,352,528 Underlying: Class A Common Stock · 361,759 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. F4 · derivative.exercise_price: Each share of the Issuer's Class B common stock, par value $0.00001 per share ("Class B Common Stock"), is convertible at any time into one share of the Issuer's Class A common stock, par value $0.00001 per share. The Class B Common Stock has no expiration date. F4 · derivative.exercise_date: Each share of the Issuer's Class B common stock, par value $0.00001 per share ("Class B Common Stock"), is convertible at any time into one share of the Issuer's Class A common stock, par value $0.00001 per share. The Class B Common Stock has no expiration date. F4 · derivative.expiration_date: Each share of the Issuer's Class B common stock, par value $0.00001 per share ("Class B Common Stock"), is convertible at any time into one share of the Issuer's Class A common stock, par value $0.00001 per share. The Class B Common Stock has no expiration date. F1 · ownership.nature: The Reporting Person has sole voting and investment power over the shares held by 2012 MRL Investments LLC. Read SEC document |
| March 18, 2021 Filed Mar 23, 2021 01:27 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | OtherClass A Common Stock | 361,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001820953-21-000036 · wf-form4_161646284303302.xml · nonDerivative · entry 2 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 2012 MRL Investments LLC Disclosed balance after: 0 F2 · kind: Represents a pro-rata, in-kind distribution by 2012 MRL Investments LLC to its members (excluding the Reporting Person) without additional consideration. F1 · ownership.nature: The Reporting Person has sole voting and investment power over the shares held by 2012 MRL Investments LLC. Read SEC document |
| March 18, 2021 Filed Mar 23, 2021 01:27 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | ConversionClass A Common Stock | 361,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001820953-21-000036 · wf-form4_161646284303302.xml · nonDerivative · entry 1 Levchin Max R · CIK 0001539853 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 2012 MRL Investments LLC Disclosed balance after: 361,759 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 · ownership.nature: The Reporting Person has sole voting and investment power over the shares held by 2012 MRL Investments LLC. Read SEC document |
| September 22, 2016 Filed Sep 27, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | ConversionClass B Common Stock · Derivative | 2,691,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142855 · doc4.xml · derivative · entry 8 Levchin Max R · CIK 0001539853 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 2,691,757 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. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. All Class A Common Stock and Class B Common Stock will convert automatically into Common Stock on the earlier of (i) the date on which the number of outstanding shares of Class B Common Stock represents less than 10% of the aggregate combined number of outstanding shares of Class A Common Stock and Class B Common Stock and (ii) seven years following the effective date of the issuer's initial public offering. F5 · derivative.exercise_price: In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock (i) upon any transfer, whether or not for value (subject to certain exceptions), or (ii) in the event of the death or disability (as defined in the amended and restated certificate of incorporation of the issuer) of the Reporting Person, or (iii) upon such date as is specified by the affirmative vote or written consent of at least 66 2/3% of the outstanding shares of Class B Common Stock. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. All Class A Common Stock and Class B Common Stock will convert automatically into Common Stock on the earlier of (i) the date on which the number of outstanding shares of Class B Common Stock represents less than 10% of the aggregate combined number of outstanding shares of Class A Common Stock and Class B Common Stock and (ii) seven years following the effective date of the issuer's initial public offering. F5 · derivative.exercise_date: In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock (i) upon any transfer, whether or not for value (subject to certain exceptions), or (ii) in the event of the death or disability (as defined in the amended and restated certificate of incorporation of the issuer) of the Reporting Person, or (iii) upon such date as is specified by the affirmative vote or written consent of at least 66 2/3% of the outstanding shares of Class B Common Stock. F6 · derivative.expiration_date: Not applicable. F2 · ownership.nature: Shares are held by PENSCO Trust Company FBO Max Levchin Roth IRA. The Reporting Person holds voting and dispositive power over the shares. Read SEC document |
| September 22, 2016 Filed Sep 27, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | ConversionClass B Common Stock · Derivative | 785,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142855 · doc4.xml · derivative · entry 7 Levchin Max R · CIK 0001539853 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 785,037 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. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. All Class A Common Stock and Class B Common Stock will convert automatically into Common Stock on the earlier of (i) the date on which the number of outstanding shares of Class B Common Stock represents less than 10% of the aggregate combined number of outstanding shares of Class A Common Stock and Class B Common Stock and (ii) seven years following the effective date of the issuer's initial public offering. F5 · derivative.exercise_price: In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock (i) upon any transfer, whether or not for value (subject to certain exceptions), or (ii) in the event of the death or disability (as defined in the amended and restated certificate of incorporation of the issuer) of the Reporting Person, or (iii) upon such date as is specified by the affirmative vote or written consent of at least 66 2/3% of the outstanding shares of Class B Common Stock. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. All Class A Common Stock and Class B Common Stock will convert automatically into Common Stock on the earlier of (i) the date on which the number of outstanding shares of Class B Common Stock represents less than 10% of the aggregate combined number of outstanding shares of Class A Common Stock and Class B Common Stock and (ii) seven years following the effective date of the issuer's initial public offering. F5 · derivative.exercise_date: In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock (i) upon any transfer, whether or not for value (subject to certain exceptions), or (ii) in the event of the death or disability (as defined in the amended and restated certificate of incorporation of the issuer) of the Reporting Person, or (iii) upon such date as is specified by the affirmative vote or written consent of at least 66 2/3% of the outstanding shares of Class B Common Stock. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| September 22, 2016 Filed Sep 27, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 2,691,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142855 · doc4.xml · nonDerivative · entry 6 Levchin Max R · CIK 0001539853 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,691,757 F3 · kind: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held by PENSCO Trust Company FBO Max Levchin Roth IRA. The Reporting Person holds voting and dispositive power over the shares. Read SEC document |
| September 22, 2016 Filed Sep 27, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | ConversionClass A Common Stock | 2,691,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142855 · doc4.xml · nonDerivative · entry 5 Levchin Max R · CIK 0001539853 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 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. F3 · kind: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held by PENSCO Trust Company FBO Max Levchin Roth IRA. The Reporting Person holds voting and dispositive power over the shares. Read SEC document |
| September 22, 2016 Filed Sep 27, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 821,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142855 · doc4.xml · nonDerivative · entry 4 Levchin Max R · CIK 0001539853 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 821,437 F3 · kind: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation. Read SEC document |
| September 22, 2016 Filed Sep 27, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | ConversionClass A Common Stock | 821,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142855 · doc4.xml · nonDerivative · entry 3 Levchin Max R · CIK 0001539853 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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. F3 · kind: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation. Read SEC document |
| September 22, 2016 Filed Sep 27, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | ConversionClass A Common Stock | 2,691,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142855 · doc4.xml · nonDerivative · entry 2 Levchin Max R · CIK 0001539853 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,691,757 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 · kind: Each share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. F2 · ownership.nature: Shares are held by PENSCO Trust Company FBO Max Levchin Roth IRA. The Reporting Person holds voting and dispositive power over the shares. Read SEC document |
| September 22, 2016 Filed Sep 27, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | ConversionClass A Common Stock | 785,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142855 · doc4.xml · nonDerivative · entry 1 Levchin Max R · CIK 0001539853 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 821,437 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 · kind: Each share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. 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.