Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB CO(BMY) · Entity 1662 | Director | February 01, 2008 | February 05, 2008 |
| COCA COLA COKO · Entity 2806 | Director | April 01, 2015 | April 03, 2015 |
| NERDWALLET, INC.NRDS · Entity 2280 | Director | November 08, 2021 | November 10, 2021 |
| On Deck Capital, Inc.ONDK · Entity 145936 | Director · 10% owner | May 29, 2018 | May 30, 2018 |
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.
BRISTOL MYERS SQUIBB CO
Report date February 01, 2008 · Filed February 05, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 37,930.52 |
Reported balance
After 2008-02-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2008-02-01 · Grant · Acquired 4,648 · Balance 37,930.52 F1: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director.
F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.
COCA COLA CO
Report date April 01, 2015 · Filed April 03, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 112,678.2469 |
Reported balance
After 2015-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2015-04-01 · Grant · Acquired 1,897.4194 · Balance 112,678.2469 F2: Each phantom share unit is economically equivalent to one share of Common Stock. F3: Consists of 987.1668 phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2015 compensation, which may include voluntary deferred compensation, and 910.2526 phantom share units accrued under the Directors' Plan as a result of crediting phantom dividends. F4: 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. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 64,454 |
Reported balance
Holding disclosure · report date 2015-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 64,454 |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy Trust | 44,056 |
Reported balance
Holding disclosure · report date 2015-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 44,056 F1: Shares held by a trust of which Mr. Robinson is a co-trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held by a trust of which Mr. Robinson is a co-trustee.
F2: Each phantom share unit is economically equivalent to one share of Common Stock.
F3: Consists of 987.1668 phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2015 compensation, which may include voluntary deferred compensation, and 910.2526 phantom share units accrued under the Directors' Plan as a result of crediting phantom dividends.
F4: 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.
NERDWALLET, INC.
Report date November 08, 2021 · Filed November 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by RRE Leaders Fund LP | 1,113,635 |
Reported balance
After 2021-11-08 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-11-08 · Conversion · Acquired 1,113,635 · Balance 1,113,635 F1: The sole general partner of RRE Leaders Fund LP is RE Leaders GP, L.P. F2: The reporting person is one of the managing members and officers of these entities and disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by RRE Ventures VI, LP. | 556,817 |
Reported balance
After 2021-11-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-11-08 · Conversion · Acquired 556,817 · Balance 556,817 F2: The reporting person is one of the managing members and officers of these entities and disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. F3: The sole general partner of RRE Ventures VI, LP is RRE Ventures GP 6, LP. |
| Series A Preferred StockSEC Table II · derivative / convertible security | IndirectHeld by RRE Leaders Fund LP | 0 |
Reported balance
After 2021-11-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-11-08 · Conversion · Disposed 1,113,635 · Balance 0 F4: At the closing of the initial public offering of the Issuer, the Series A Preferred Stock automatically converted into the Issuer's Class A Common Stock on a 1-for-1 basis and had no expiration date. F1: The sole general partner of RRE Leaders Fund LP is RE Leaders GP, L.P. F2: The reporting person is one of the managing members and officers of these entities and disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| Series A Preferred StockSEC Table II · derivative / convertible security | IndirectHeld by RRE Ventures VI, LP. | 0 |
Reported balance
After 2021-11-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-11-08 · Conversion · Disposed 556,817 · Balance 0 F4: At the closing of the initial public offering of the Issuer, the Series A Preferred Stock automatically converted into the Issuer's Class A Common Stock on a 1-for-1 basis and had no expiration date. F2: The reporting person is one of the managing members and officers of these entities and disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. F3: The sole general partner of RRE Ventures VI, LP is RRE Ventures GP 6, LP. |
Filing footnotes · ownership attribution and instrument terms
F1: The sole general partner of RRE Leaders Fund LP is RE Leaders GP, L.P.
F2: The reporting person is one of the managing members and officers of these entities and disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
F3: The sole general partner of RRE Ventures VI, LP is RRE Ventures GP 6, LP.
F4: At the closing of the initial public offering of the Issuer, the Series A Preferred Stock automatically converted into the Issuer's Class A Common Stock on a 1-for-1 basis and had no expiration date.
On Deck Capital, Inc.
Report date May 29, 2018 · Filed May 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,283 |
Reported balance
After 2018-05-29 transaction · row 1
1 source rowRow 1 · 2018-05-29 · Purchase · Acquired 5,000 · Balance 83,283 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.885 to $5.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 8,627,396 |
Reported balance
Holding disclosure · report date 2018-05-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,627,396 F2: The reported shares are held of record by RRE Ventures IV, L.P. ("RRE LP"). The Reporting Person is a member of RRE Ventures GP IV, LLC, the general partner of RRE LP. The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.885 to $5.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price.
F2: The reported shares are held of record by RRE Ventures IV, L.P. ("RRE LP"). The Reporting Person is a member of RRE Ventures GP IV, LLC, the general partner of RRE LP. The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| December 15, 2003 Filed Dec 17, 2003 20:46 UTC | COCA COLA CO (KO) · Entity 2806 | GrantPhantom Stock Units · Derivative | 566.8164 | $49.71 Strike: $0.00 | $28,173.61 |
DisclosureSEC source: 0000021344-03-000188 · rob113.xml · derivative · entry 1 ROBINSON JAMES D III · CIK 0001065180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,992.3118 Underlying: Common Stock, $.25 par value · 566.8164 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to Common Stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in Common Stock of The Coca-Cola Company after the Reporting Person leaves the Board. F2 · derivative.expiration_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in Common Stock of The Coca-Cola Company after the Reporting Person leaves the Board. F3 · balance_after: Includes 63.8489 phantom stock units accrued as a result of crediting phantom dividends. Read SEC document |
| October 01, 2003 Filed Oct 2, 2003 20:00 UTC | COCA COLA CO (KO) · Entity 2806 | GrantPhantom Stock Units · Derivative | 645.1479 | $43.45 Strike: $0.00 | $28,031.68 |
DisclosureSEC source: 0000021344-03-000128 · rob97.xml · derivative · entry 1 ROBINSON JAMES D III · CIK 0001065180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,425.4954 Underlying: Common Stock, $.25 par value · 645.1479 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to Common Stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in Common Stock of The Coca-Cola Company after the Reporting Person leaves the Board. F2 · derivative.expiration_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in Common Stock of The Coca-Cola Company after the Reporting Person leaves the Board. F3 · balance_after: Includes 69.7740 phantom stock units accrued as a result of crediting phantom dividends. Read SEC document |
| September 30, 2003 Filed Oct 1, 2003 20:46 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantDeferred Share Units · Derivative | 357.72 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000014272-03-000046 · rob169.xml · derivative · entry 1 ROBINSON JAMES D III · CIK 0001065180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,161.17 Underlying: Common Stock, $0.10 par value · 357.72 shares Expires 1988-08-08 F1 · shares: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. F2 · derivative.expiration_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. Read SEC document |
| July 01, 2003 Filed Jul 3, 2003 18:46 UTC | COCA COLA CO (KO) · Entity 2806 | GrantPhantom Stock Units · Derivative | 602.9616 | $46.27 Strike: $0.00 | $27,899.03 |
DisclosureSEC source: 0000021344-03-000090 · rob81.xml · derivative · entry 1 ROBINSON JAMES D III · CIK 0001065180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,780.3475 Underlying: Common Stock, $.25 par value · 602.9616 shares Expires 1988-08-08 F1 · derivative.exercise_price: Phantom stock units convert to Common Stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in Common Stock of The Coca-Cola Company after the Reporting Person leaves the Board. F2 · derivative.expiration_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in Common Stock of The Coca-Cola Company after the Reporting Person leaves the Board. F3 · balance_after: Includes 62.6544 phantom stock units accrued as a result of crediting phantom dividends. Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 20:59 UTC | BRISTOL MYERS SQUIBB CO (BMY) · Entity 1662 | GrantDeferred Share Units · Derivative | 333.88 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000014272-03-000013 · rob143.xml · derivative · entry 1 ROBINSON JAMES D III · CIK 0001065180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,667.48 Underlying: Common Stock, $0.10 par value · 333.88 shares Expires 1988-08-08 F1 · shares: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. F2 · derivative.expiration_date: Deferred share units are settled in cash either on a specified date in the future or following the cessation of the reporting person's service as a director. 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.