Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Upstart Holdings, Inc.UPST · Entity 4306 | Director | December 15, 2020 | December 15, 2020 |
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.
Upstart Holdings, Inc.
Report date December 15, 2020 · Filed December 15, 2020
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SentinelOne, Inc.
Report date June 03, 2022 · Filed June 06, 2022 · Amendment
Section 16 reporting ended · disclosed 2022-06-06. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
After 2022-06-03 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2022-06-03 · Purchase · Acquired 10,000 · Balance 10,000 |
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 03, 2022 Filed Jun 6, 2022 17:28 UTC Amendment | SentinelOne, Inc. S · Entity 3695 | PurchaseClass A common stock, par value $0.0001 per share | 10,000 | $23.98 | $239,829.00 |
DisclosureSEC source: 0001567619-22-012392 · doc1.xml · nonDerivative · entry 1 Schwartz Robert S · CIK 0001546061 · See Exhibit 99.1 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 16:31 UTC | SentinelOne, Inc. S · Entity 3695 | PurchaseClass A common stock, par value $0.0001 per share | 10,000 | $23.98 | $239,829.00 |
DisclosureSEC source: 0001567619-22-012384 · doc1.xml · nonDerivative · entry 1 Schwartz Robert S · CIK 0001546061 · See Exhibit 99.1 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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.