Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MediaAlpha, Inc.MAX · Entity 1093 | Director · See Remarks | October 08, 2026 | October 10, 2026 |
| WHITE MOUNTAINS INSURANCE GROUP LTDWTM · Entity 3904 | Director | May 22, 2025 | May 23, 2025 |
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.
MediaAlpha, Inc.
Report date October 08, 2026 · Filed October 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,313,707 |
Ending reported balance
After 2026-10-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-08 · Sale · Disposed 24,000 · Balance 2,315,740 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person primarily to cover taxes resulting from the vesting of RSUs. F2: Reflects the weighted-average sale price for shares sold in multiple transactions at prices ranging from $10.00 to $10.045 per share. The Reporting Person undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Row 2 · 2026-10-09 · Sale · Disposed 2,033 · Balance 2,313,707 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person primarily to cover taxes resulting from the vesting of RSUs. F3: Reflects the weighted-average sale price for shares sold in multiple transactions at prices ranging from $11.00 to $11.02 per share. The Reporting Person undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer, or a 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 sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person primarily to cover taxes resulting from the vesting of RSUs.
F2: Reflects the weighted-average sale price for shares sold in multiple transactions at prices ranging from $10.00 to $10.045 per share. The Reporting Person undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
F3: Reflects the weighted-average sale price for shares sold in multiple transactions at prices ranging from $11.00 to $11.02 per share. The Reporting Person undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
WHITE MOUNTAINS INSURANCE GROUP LTD
Report date May 22, 2025 · Filed May 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 525 |
Reported balance
After 2025-05-22 transaction · row 1
1 source rowRow 1 · 2025-05-22 · Grant · Acquired 150 · Balance 525 F1: Annual Director Share Award |
Filing footnotes · ownership attribution and instrument terms
F1: Annual Director Share Award
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 30, 2021 Filed May 4, 2021 17:37 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionRestricted Stock Units · Derivative | 153,146 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029743 · doc4.xml · derivative · entry 2 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,531,473 Underlying: Class A Common Stock · 153,146 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A Common Stock, or at the option of the Compensation Committee, cash of equivalent value. F3 · derivative.exercise_date: On October 30, 2020, the Reporting Person was granted 1,837,765 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. F3 · derivative.expiration_date: On October 30, 2020, the Reporting Person was granted 1,837,765 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:37 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass A Common Stock | 153,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029743 · doc4.xml · nonDerivative · entry 1 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,292 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: One share of Class A Common Stock was issued upon the vesting of each Restricted Stock Unit ("RSU"). Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 20:40 UTC | MediaAlpha, Inc. MAX · Entity 1093 | ConversionClass B-1 Units of QL Holdings LLC and Class B Common Stock · Derivative | 198,024 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-023024 · doc4.xml · derivative · entry 6 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By QuoteLab Holdings, Inc. Disclosed balance after: 0 Underlying: Class A Common Stock · 198,024 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. F6 · security: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock. F2 · derivative.exercise_price: On March 23, 2021, OBF Investments, LLC exchanged 643,844 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 643,844 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis and QuoteLab Holdings, Inc. exchanged 565,783 Class B-1 Units, along with 565,783 shares of Class B Common Stock, for shares of Class A Common Stock on a one-for-one basis. F6 · kind: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock. F5 · shares: Reflects 35% of the 565,783 shares of Class B-1 Units sold directly by QuoteLab Holdings, Inc. Mr. Yi is the indirect holder of 35% of the voting interests and economic interests in QuoteLab Holdings, Inc. F2 · price: On March 23, 2021, OBF Investments, LLC exchanged 643,844 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 643,844 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis and QuoteLab Holdings, Inc. exchanged 565,783 Class B-1 Units, along with 565,783 shares of Class B Common Stock, for shares of Class A Common Stock on a one-for-one basis. F6 · price: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock. F6 · derivative.exercise_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock. F6 · derivative.expiration_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock. F5 · ownership.nature: Reflects 35% of the 565,783 shares of Class B-1 Units sold directly by QuoteLab Holdings, Inc. Mr. Yi is the indirect holder of 35% of the voting interests and economic interests in QuoteLab Holdings, Inc. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 20:40 UTC | MediaAlpha, Inc. MAX · Entity 1093 | ConversionClass B-1 Units of QL Holdings LLC and Class B Common Stock · Derivative | 643,844 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-023024 · doc4.xml · derivative · entry 5 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By OBF Investments, LLC Disclosed balance after: 3,923,885 Underlying: Class A Common Stock · 643,844 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. F6 · security: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock. F2 · derivative.exercise_price: On March 23, 2021, OBF Investments, LLC exchanged 643,844 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 643,844 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis and QuoteLab Holdings, Inc. exchanged 565,783 Class B-1 Units, along with 565,783 shares of Class B Common Stock, for shares of Class A Common Stock on a one-for-one basis. F6 · kind: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock. F2 · price: On March 23, 2021, OBF Investments, LLC exchanged 643,844 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 643,844 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis and QuoteLab Holdings, Inc. exchanged 565,783 Class B-1 Units, along with 565,783 shares of Class B Common Stock, for shares of Class A Common Stock on a one-for-one basis. F6 · price: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock. F6 · derivative.exercise_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock. F6 · derivative.expiration_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock. F3 · ownership.nature: Reflects shares of Class B-1 Units held directly by OBF Investments, LLC. Mr. Yi is the managing member and OBF Investments, LLC is wholly owned indirectly by Mr. Yi and his wife. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 20:40 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleClass A Common Stock | 198,024 | $44.62 | $8,835,830.88 |
DisclosureSEC source: 0001209191-21-023024 · doc4.xml · nonDerivative · entry 4 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By QuoteLab Holdings, Inc. Disclosed balance after: 0 F4 · price: This amount represents the $46.00 secondary public offering price per share of Class A Common Stock of the Issuer, less the underwriting discount of $1.38 per share. F5 · ownership.nature: Reflects 35% of the 565,783 shares of Class B-1 Units sold directly by QuoteLab Holdings, Inc. Mr. Yi is the indirect holder of 35% of the voting interests and economic interests in QuoteLab Holdings, Inc. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 20:40 UTC | MediaAlpha, Inc. MAX · Entity 1093 | ConversionClass A Common Stock | 198,024 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-023024 · doc4.xml · nonDerivative · entry 3 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By QuoteLab Holdings, Inc. Disclosed balance after: 198,024 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: On March 23, 2021, OBF Investments, LLC exchanged 643,844 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 643,844 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis and QuoteLab Holdings, Inc. exchanged 565,783 Class B-1 Units, along with 565,783 shares of Class B Common Stock, for shares of Class A Common Stock on a one-for-one basis. F5 · ownership.nature: Reflects 35% of the 565,783 shares of Class B-1 Units sold directly by QuoteLab Holdings, Inc. Mr. Yi is the indirect holder of 35% of the voting interests and economic interests in QuoteLab Holdings, Inc. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 20:40 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleClass A Common Stock | 643,844 | $44.62 | $28,728,319.28 |
DisclosureSEC source: 0001209191-21-023024 · doc4.xml · nonDerivative · entry 2 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By OBF Investments,LLC Disclosed balance after: 0 F4 · price: This amount represents the $46.00 secondary public offering price per share of Class A Common Stock of the Issuer, less the underwriting discount of $1.38 per share. F3 · ownership.nature: Reflects shares of Class B-1 Units held directly by OBF Investments, LLC. Mr. Yi is the managing member and OBF Investments, LLC is wholly owned indirectly by Mr. Yi and his wife. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 20:40 UTC | MediaAlpha, Inc. MAX · Entity 1093 | ConversionClass A Common Stock | 643,844 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-023024 · doc4.xml · nonDerivative · entry 1 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By OBF Investments,LLC Disclosed balance after: 643,844 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 · security: On March 23, 2021, MediaAlpha, Inc. (the "Issuer") closed a secondary offering of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). The Issuer did not offer any of its common stock in the offering and did not receive any proceeds from the offering. F2 · price: On March 23, 2021, OBF Investments, LLC exchanged 643,844 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 643,844 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis and QuoteLab Holdings, Inc. exchanged 565,783 Class B-1 Units, along with 565,783 shares of Class B Common Stock, for shares of Class A Common Stock on a one-for-one basis. F3 · ownership.nature: Reflects shares of Class B-1 Units held directly by OBF Investments, LLC. Mr. Yi is the managing member and OBF Investments, LLC is wholly owned indirectly by Mr. Yi and his wife. Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 23:23 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionRestricted Stock Units · Derivative | 153,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006917 · doc4.xml · derivative · entry 2 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,684,619 Underlying: Class A Common Stock · 153,146 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A Common Stock, or at the option of the Compensation Committee, cash of equivalent value. F3 · derivative.exercise_date: On October 30, 2020, the Reporting Person was granted 1,837,765 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. F3 · derivative.expiration_date: On October 30, 2020, the Reporting Person was granted 1,837,765 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 23:23 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass A Common Stock | 153,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006917 · doc4.xml · nonDerivative · entry 1 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,146 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: One share of Class A Common Stock was issued upon the vesting of each Restricted Stock Unit ("RSU"). Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:49 UTC | MediaAlpha, Inc. MAX · Entity 1093 | GrantRESTRICTED STOCK UNITS · Derivative | 1,837,765 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030251 · doc4.xml · derivative · entry 7 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,837,765 Underlying: CLASS A COMMON STOCK · 1,837,765 shares Expires not disclosed F7 · security: Represents grant of restricted stock units under the Issuer's Omnibus Incentive Plan granted in connection with the IPO, effective as of October 30, 2020. F8 · derivative.exercise_price: The restricted stock units will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. F9 · price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F8 · derivative.exercise_date: The restricted stock units will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. F8 · derivative.expiration_date: The restricted stock units will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:49 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleCLASS B-1 UNITS OF QL HOLDINGS LLC · Derivative | 699,904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030251 · doc4.xml · derivative · entry 6 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By QuoteLab Holdings, Inc. Disclosed balance after: 198,024 Underlying: CLASS A COMMON STOCK · 699,904 shares Expires not disclosed F1 · security: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F4 · derivative.exercise_price: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QLH, Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit (together with one share of Class B Stock for every Class B-1 Unit) is exchangeable for one share of the Issuer's Class A Common Stock, par value $0.01 per share. F1 · kind: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F6 · shares: Reflects 35% of the 1,999,725 shares of Class B-1 Units sold directly by QuoteLab Holdings, Inc. Mr. Yi is the indirect holder of 35% of the voting interests and economic interests in QuoteLab Holdings, Inc. F1 · price: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F4 · derivative.exercise_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QLH, Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit (together with one share of Class B Stock for every Class B-1 Unit) is exchangeable for one share of the Issuer's Class A Common Stock, par value $0.01 per share. F4 · derivative.expiration_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QLH, Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit (together with one share of Class B Stock for every Class B-1 Unit) is exchangeable for one share of the Issuer's Class A Common Stock, par value $0.01 per share. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:49 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleCLASS B-1 UNITS OF QL HOLDINGS LLC · Derivative | 144,646 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030251 · doc4.xml · derivative · entry 5 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By OBF Investments, LLC Disclosed balance after: 4,567,729 Underlying: CLASS A COMMON STOCK · 144,646 shares Expires not disclosed F1 · security: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F4 · derivative.exercise_price: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QLH, Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit (together with one share of Class B Stock for every Class B-1 Unit) is exchangeable for one share of the Issuer's Class A Common Stock, par value $0.01 per share. F1 · kind: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F1 · price: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F4 · derivative.exercise_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QLH, Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit (together with one share of Class B Stock for every Class B-1 Unit) is exchangeable for one share of the Issuer's Class A Common Stock, par value $0.01 per share. F4 · derivative.expiration_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QLH, Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit (together with one share of Class B Stock for every Class B-1 Unit) is exchangeable for one share of the Issuer's Class A Common Stock, par value $0.01 per share. F5 · ownership.nature: Reflects shares of Class B-1 Units held directly by OBF Investments, LLC. Mr. Yi is the managing member and OBF Investments, LLC is wholly owned indirectly by Mr. Yi and his wife. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:49 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleCLASS B-1 UNITS OF QL HOLDINGS LLC · Derivative | 1,464 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030251 · doc4.xml · derivative · entry 4 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,166 Underlying: CLASS A COMMON STOCK · 1,464 shares Expires not disclosed F1 · security: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F4 · derivative.exercise_price: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QLH, Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit (together with one share of Class B Stock for every Class B-1 Unit) is exchangeable for one share of the Issuer's Class A Common Stock, par value $0.01 per share. F1 · kind: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F1 · price: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F4 · derivative.exercise_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QLH, Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit (together with one share of Class B Stock for every Class B-1 Unit) is exchangeable for one share of the Issuer's Class A Common Stock, par value $0.01 per share. F4 · derivative.expiration_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QLH, Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit (together with one share of Class B Stock for every Class B-1 Unit) is exchangeable for one share of the Issuer's Class A Common Stock, par value $0.01 per share. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:49 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleCLASS B COMMON STOCK | 699,904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030251 · doc4.xml · nonDerivative · entry 3 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By QuoteLab Holdings, Inc. Disclosed balance after: 198,024 F1 · security: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F1 · kind: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F3 · shares: Reflects 35% of the 1,999,725 shares of Class B Common Stock sold directly by QuoteLab Holdings, Inc. Mr. Yi is the indirect holder of 35% of the voting interests and economic interests in QuoteLab Holdings, Inc. F1 · price: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:49 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleCLASS B COMMON STOCK | 144,646 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030251 · doc4.xml · nonDerivative · entry 2 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By OBF Investments, LLC Disclosed balance after: 4,567,729 F1 · security: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F1 · kind: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F1 · price: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F2 · ownership.nature: Reflects shares of Class B Common Stock held directly by OBF Investments, LLC. Mr. Yi is the managing member and OBF Investments, LLC is wholly owned indirectly by Mr. Yi and his wife. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:49 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleCLASS B COMMON STOCK | 1,464 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030251 · doc4.xml · nonDerivative · entry 1 Yi Steven · CIK 0001829946 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,166 F1 · security: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F1 · kind: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F1 · price: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 85,311 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B 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.