Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vicarious Surgical Inc.RBOT · Entity 8714 | Director · 10% owner | June 01, 2022 | June 03, 2022 |
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.
Vicarious Surgical Inc.
Report date June 01, 2022 · Filed June 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 73,740 |
Reported balance
After 2022-06-01 transaction · row 1
1 source rowRow 1 · 2022-06-01 · Grant · Acquired 38,031 · Balance 73,740 F1: Consists of restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A common stock upon vesting. The RSUs vest in twelve equal monthly installments following the date of grant, subject to the Reporting Person's continued service to Vicarious Surgical Inc. through the applicable vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Innovation Endeavors III LP | 13,770,143 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 13,770,143 F2: Shares held directly by Innovation Endeavors III LP. Innovation Endeavors III GP, LLC, the general partner of Innovation Endeavors III LP, may be deemed to have sole voting and dispositive power over the shares held by Innovation Endeavors III LP. The Reporting Person, as a managing member of Innovation Endeavors III GP, LLC may be deemed to share voting and dispositive power over the shares held by Innovation Endeavors III LP. The Reporting Person disclaims beneficial ownership of shares held by Innovation Endeavors III LP, except to the extent of any pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A common stock upon vesting. The RSUs vest in twelve equal monthly installments following the date of grant, subject to the Reporting Person's continued service to Vicarious Surgical Inc. through the applicable vesting date.
F2: Shares held directly by Innovation Endeavors III LP. Innovation Endeavors III GP, LLC, the general partner of Innovation Endeavors III LP, may be deemed to have sole voting and dispositive power over the shares held by Innovation Endeavors III LP. The Reporting Person, as a managing member of Innovation Endeavors III GP, LLC may be deemed to share voting and dispositive power over the shares held by Innovation Endeavors III LP. The Reporting Person disclaims beneficial ownership of shares held by Innovation Endeavors III LP, except to the extent of any 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 |
|---|---|---|---|---|---|---|
| June 01, 2022 Filed Jun 3, 2022 20:15 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | GrantClass A Common Stock | 38,031 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-22-031142 · ownership.xml · nonDerivative · entry 1 Berman Dror · CIK 0001883780 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,740 F1 · price: Consists of restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A common stock upon vesting. The RSUs vest in twelve equal monthly installments following the date of grant, subject to the Reporting Person's continued service to Vicarious Surgical Inc. through the applicable vesting date. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 18:35 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | GrantClass A Common Stock | 9,624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-062135 · ownership.xml · nonDerivative · entry 2 Berman Dror · CIK 0001883780 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,624 F2 · price: Consists of RSUs. Each RSU represents the right to receive one share of common stock upon vesting. The RSUs vest in 36 equal monthly installments beginning on September 20, 2021, provided that the initial three months of vesting will not occur until December 20, 2021, subject to Mr. Berman's continued service through the applicable vesting date. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 18:35 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | GrantClass A Common Stock | 26,085 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-062135 · ownership.xml · nonDerivative · entry 1 Berman Dror · CIK 0001883780 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,085 F1 · price: Consists of restricted stock units ("RSUs"). Each RSU represents the right to receive one share of common stock upon vesting. The RSUs vest in 36 equal monthly installments beginning on September 20, 2021, provided that the initial three months of vesting will not occur until December 20, 2021, subject to Mr. Berman's continued service through the applicable vesting date. Read SEC document |
| September 17, 2021 Filed Sep 24, 2021 01:29 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | GrantClass A Common Stock | 13,436,810 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-049655 · ownership.xml · nonDerivative · entry 1 Innovation Endeavors III LP · CIK 0001720215 · 10% owner Berman Dror · CIK 0001883780 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,436,810 F1 · price: In connection with the closing of the transactions contemplated by the Agreement and Plan of Merger, dated as of April 15, 2021, by and among D8 Holdings Corp. ("D8"), Snowball Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of D8 ("Merger Sub"), and Vicarious Surgical Inc., a Delaware corporation ("Vicarious"), pursuant to which Merger Sub merged with and into Vicarious, with Vicarious surviving as a wholly-owned subsidiary of D8 (which changed its name to "Vicarious Surgical Inc.", the "Issuer"), these shares were received in exchange for 3,313,025 Series A1 Preferred Stock, 456,520 Series A2 Preferred Stock and 304,302 Series A3 Preferred Stock of Vicarious. F2 · ownership.direct: Dror Berman is a managing partner at Innovation Endeavors III LP and may be deemed to share voting and dispositive power over the shares held by Innovation Endeavors III LP. Such persons and entities disclaim beneficial ownership of shares held by Innovation Endeavors III LP, except to the extent of any pecuniary interest therein. Read SEC document |
| September 17, 2021 Filed Jun 3, 2022 20:13 UTC Amendment | Vicarious Surgical Inc. RBOT · Entity 8714 | PurchaseClass A Common Stock | 333,333 | $10.00 | $3,333,330.00 |
DisclosureSEC source: 0001213900-22-031138 · ownership.xml · nonDerivative · entry 2 Innovation Endeavors III LP · CIK 0001720215 · 10% owner Berman Dror · CIK 0001883780 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,770,143 F3 · kind: Innovation Endeavors III LP purchased 333,333 shares of Class A common stock from the Issuer, at a price of $10.00 per share, in a private placement immediately prior to the Closing. F2 · ownership.direct: Dror Berman is a managing partner at Innovation Endeavors III LP and may be deemed to share voting and dispositive power over the shares held by Innovation Endeavors III LP. Such persons and entities disclaim beneficial ownership of shares held by Innovation Endeavors III LP, except to the extent of any pecuniary interest therein. Read SEC document |
| September 17, 2021 Filed Jun 3, 2022 20:13 UTC Amendment | Vicarious Surgical Inc. RBOT · Entity 8714 | GrantClass A Common Stock | 13,436,810 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-22-031138 · ownership.xml · nonDerivative · entry 1 Innovation Endeavors III LP · CIK 0001720215 · 10% owner Berman Dror · CIK 0001883780 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,436,810 F1 · price: In connection with the closing of the transactions contemplated by the Agreement and Plan of Merger, dated as of April 15, 2021, by and among D8 Holdings Corp. ("D8"), Snowball Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of D8 ("Merger Sub"), and Vicarious Surgical Inc., a Delaware corporation ("Vicarious"), pursuant to which Merger Sub merged with and into Vicarious, with Vicarious surviving as a wholly-owned subsidiary of D8 (which changed its name to "Vicarious Surgical Inc.", the "Issuer"), these shares were received in exchange for 3,313,025 Series A1 Preferred Stock, 456,520 Series A2 Preferred Stock and 304,302 Series A3 Preferred Stock of Vicarious (such transactions, the "Closing"). F2 · ownership.direct: Dror Berman is a managing partner at Innovation Endeavors III LP and may be deemed to share voting and dispositive power over the shares held by Innovation Endeavors III LP. Such persons and entities disclaim beneficial ownership of shares held by Innovation Endeavors III LP, except to the extent of any pecuniary interest therein. 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.