Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LendingTree, Inc.TREE · Entity 5694 | Chief Operating Officer | March 02, 2023 | March 06, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
LendingTree, Inc.
Report date March 02, 2023 · Filed March 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,209 |
Ending reported balance
After 2023-03-03 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2023-03-02 · Exercise / conversion · Acquired 1,993 · Balance 10,654 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2023-03-02 · Tax withholding · Disposed 1,094 · Balance 9,560 Row 3 · 2023-03-02 · Exercise / conversion · Acquired 3,678 · Balance 13,238 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2023-03-02 · Tax withholding · Disposed 1,895 · Balance 11,343 Row 5 · 2023-03-03 · Exercise / conversion · Acquired 1,776 · Balance 13,119 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 6 · 2023-03-03 · Tax withholding · Disposed 910 · Balance 12,209 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-03-02 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-03-02 · Exercise / conversion · Disposed 1,993 · Balance 0 F2: These restricted stock units vested in a single installment on March 2, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,358 |
Reported balance
After 2023-03-02 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-03-02 · Exercise / conversion · Disposed 3,678 · Balance 7,358 F3: These restricted stock units vest in three substantially equal installments beginning on March 2, 2023, subject to continuing service. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,777 |
Reported balance
After 2023-03-03 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-03-03 · Exercise / conversion · Disposed 1,776 · Balance 1,777 F4: These restricted stock units vest in three substantially equal annual installments beginning on March 3, 2022, in accordance with the terms of the original award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: These restricted stock units vested in a single installment on March 2, 2023.
F3: These restricted stock units vest in three substantially equal installments beginning on March 2, 2023, subject to continuing service.
F4: These restricted stock units vest in three substantially equal annual installments beginning on March 3, 2022, in accordance with the terms of the original award agreement.
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 |
|---|---|---|---|---|---|---|
| June 06, 2019 Filed Jun 7, 2019 16:07 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 4,402 | $395.00 | $1,738,790.00 |
DisclosureSEC source: 0001179110-19-007335 · edgar.xml · nonDerivative · entry 9 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 16:07 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionRestricted Stock Units · Derivative | 7,136 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-007335 · edgar.xml · derivative · entry 10 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,136 Underlying: Common Stock · 7,136 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: These restricted stock units vest in three equal annual installments beginning on June 5, 2018, in accordance with the terms of the original award agreement. F1 · derivative.expiration_date: These restricted stock units vest in three equal annual installments beginning on June 5, 2018, in accordance with the terms of the original award agreement. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 16:07 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 3,900 | $385.54 | $1,503,606.00 |
DisclosureSEC source: 0001179110-19-007335 · edgar.xml · nonDerivative · entry 8 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,402 Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 16:07 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 143 | $385.69 | $55,153.67 |
DisclosureSEC source: 0001179110-19-007335 · edgar.xml · nonDerivative · entry 7 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,302 Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 16:07 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 114 | $385.76 | $43,976.64 |
DisclosureSEC source: 0001179110-19-007335 · edgar.xml · nonDerivative · entry 6 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,445 Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 16:07 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 115 | $385.77 | $44,363.55 |
DisclosureSEC source: 0001179110-19-007335 · edgar.xml · nonDerivative · entry 5 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,559 Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 16:07 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 125 | $385.78 | $48,222.50 |
DisclosureSEC source: 0001179110-19-007335 · edgar.xml · nonDerivative · entry 4 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,674 Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 16:07 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 100 | $385.81 | $38,581.00 |
DisclosureSEC source: 0001179110-19-007335 · edgar.xml · nonDerivative · entry 3 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,799 Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 16:07 UTC | LendingTree, Inc. TREE · Entity 5694 | Tax withholdingCommon Stock | 2,836 | $380.70 | $1,079,665.20 |
DisclosureSEC source: 0001179110-19-007335 · edgar.xml · nonDerivative · entry 2 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,899 Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 16:07 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 7,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-007335 · edgar.xml · nonDerivative · entry 1 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,735 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. Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 13:03 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionRestricted Stock Units · Derivative | 359 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011027 · edgar.xml · derivative · entry 3 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 721 Underlying: Common Stock · 359 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: These restricted stock units vest in three equal annual installments beginning on August 30, 2018, in accordance with the terms of the original award agreement. F1 · derivative.expiration_date: These restricted stock units vest in three equal annual installments beginning on August 30, 2018, in accordance with the terms of the original award agreement. Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 13:03 UTC | LendingTree, Inc. TREE · Entity 5694 | Tax withholdingCommon Stock | 162 | $245.20 | $39,722.40 |
DisclosureSEC source: 0001179110-18-011027 · edgar.xml · nonDerivative · entry 2 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,599 Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 13:03 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011027 · edgar.xml · nonDerivative · entry 1 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,761 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. Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 14:24 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionRestricted Stock Units · Derivative | 7,135 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-008191 · edgar.xml · derivative · entry 3 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,272 Underlying: Common Stock · 7,135 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: These restricted stock units vest in three equal annual installments beginning on June 5, 2018, in accordance with the terms of the original award agreement. F1 · derivative.expiration_date: These restricted stock units vest in three equal annual installments beginning on June 5, 2018, in accordance with the terms of the original award agreement. Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 14:24 UTC | LendingTree, Inc. TREE · Entity 5694 | Tax withholdingCommon Stock | 2,733 | $261.70 | $715,226.10 |
DisclosureSEC source: 0001179110-18-008191 · edgar.xml · nonDerivative · entry 2 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,402 Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 14:24 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 7,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-008191 · edgar.xml · nonDerivative · entry 1 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,135 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. Read SEC document |
| October 22, 2017 Filed Oct 24, 2017 12:24 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantOptions to Purchase Common Stock · Derivative | 10,416 | $0.00 Strike: $223.90 | $0.00 |
DisclosureSEC source: 0001179110-17-013420 · edgar.xml · derivative · entry 2 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,416 Underlying: Common Stock · 10,416 shares Expires 2027-10-22 F2 · derivative.exercise_date: These options to purchase common stock vest in a single installment on October 22, 2021, in accordance with the terms of the original award agreement. Read SEC document |
| October 22, 2017 Filed Oct 24, 2017 12:24 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantRestricted Stock Units · Derivative | 5,583 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-013420 · edgar.xml · derivative · entry 1 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,583 Underlying: Common Stock · 5,583 shares Expires not disclosed F1 · derivative.exercise_date: These restricted stock units vest in a single installment on October 22, 2021, in accordance with the terms of the original award agreement. F1 · derivative.expiration_date: These restricted stock units vest in a single installment on October 22, 2021, in accordance with the terms of the original award agreement. Read SEC document |
| August 30, 2017 Filed Sep 1, 2017 12:24 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantOptions to Purchase Common Stock · Derivative | 19,435 | $0.00 Strike: $231.55 | $0.00 |
DisclosureSEC source: 0001179110-17-011943 · edgar.xml · derivative · entry 2 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,435 Underlying: Common Stock · 19,435 shares Expires 2027-08-30 F2 · derivative.exercise_date: These options to purchase common stock vest in three equal annual installments beginning on August 30, 2018, in accordance with the terms of the original award agreement. Read SEC document |
| August 30, 2017 Filed Sep 1, 2017 12:24 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantRestricted Stock Units · Derivative | 1,080 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-011943 · edgar.xml · derivative · entry 1 Moriarty J D · CIK 0001715878 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,080 Underlying: Common Stock · 1,080 shares Expires not disclosed F1 · derivative.exercise_date: These restricted stock units vest in three equal annual installments beginning on August 30, 2018, in accordance with the terms of the original award agreement. F1 · derivative.expiration_date: These restricted stock units vest in three equal annual installments beginning on August 30, 2018, in accordance with the terms of the original award agreement. 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.