Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Katapult Holdings, Inc.KPLT · Entity 5517 | General Counsel | May 16, 2022 | May 18, 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.
Katapult Holdings, Inc.
Report date May 16, 2022 · Filed May 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 222,298 |
Ending reported balance
After 2022-05-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-05-16 · Exercise / conversion · Acquired 11,793 · Balance 226,226 F1: Restricted stock units ("RSUs") convert into shares of the Issuer's Common Stock on a one-for-one basis. The transaction represents the settlement of vested RSUs in shares of the Issuer's Common Stock. Row 2 · 2022-05-16 · Tax withholding · Disposed 3,928 · Balance 222,298 F2: Shares reported were withheld for the payment of taxes associated with the quarterly vesting of 6.25% of an award of RSUs originally granted on September 9, 2021. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 129,717 |
Reported balance
After 2022-05-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-16 · Exercise / conversion · Disposed 11,793 · Balance 129,717 F1: Restricted stock units ("RSUs") convert into shares of the Issuer's Common Stock on a one-for-one basis. The transaction represents the settlement of vested RSUs in shares of the Issuer's Common Stock. F3: On September 9, 2021, the Reporting Person was granted RSUs, of which the remaining unvested RSUs will vest in eleven substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") convert into shares of the Issuer's Common Stock on a one-for-one basis. The transaction represents the settlement of vested RSUs in shares of the Issuer's Common Stock.
F2: Shares reported were withheld for the payment of taxes associated with the quarterly vesting of 6.25% of an award of RSUs originally granted on September 9, 2021.
F3: On September 9, 2021, the Reporting Person was granted RSUs, of which the remaining unvested RSUs will vest in eleven substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date.
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 |
|---|---|---|---|---|---|---|
| May 16, 2022 Filed May 18, 2022 22:49 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | Exercise / conversionRestricted Stock Units · Derivative | 11,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-014794 · wf-form4_165291414938840.xml · derivative · entry 3 Tahmineh Maloney · CIK 0001867675 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,717 Underlying: Common Stock · 11,793 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_price: Restricted stock units ("RSUs") convert into shares of the Issuer's Common Stock on a one-for-one basis. The transaction represents the settlement of vested RSUs in shares of the Issuer's Common Stock. F3 · derivative.exercise_date: On September 9, 2021, the Reporting Person was granted RSUs, of which the remaining unvested RSUs will vest in eleven substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. F3 · derivative.expiration_date: On September 9, 2021, the Reporting Person was granted RSUs, of which the remaining unvested RSUs will vest in eleven substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. Read SEC document |
| May 16, 2022 Filed May 18, 2022 22:49 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | Tax withholdingCommon Stock | 3,928 | $1.32 | $5,184.96 |
DisclosureSEC source: 0001628280-22-014794 · wf-form4_165291414938840.xml · nonDerivative · entry 2 Tahmineh Maloney · CIK 0001867675 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,298 F2 · shares: Shares reported were withheld for the payment of taxes associated with the quarterly vesting of 6.25% of an award of RSUs originally granted on September 9, 2021. Read SEC document |
| May 16, 2022 Filed May 18, 2022 22:49 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | Exercise / conversionCommon Stock | 11,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-014794 · wf-form4_165291414938840.xml · nonDerivative · entry 1 Tahmineh Maloney · CIK 0001867675 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,226 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 · shares: Restricted stock units ("RSUs") convert into shares of the Issuer's Common Stock on a one-for-one basis. The transaction represents the settlement of vested RSUs in shares of the Issuer's Common Stock. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:51 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | Exercise / conversionRestricted Stock Units · Derivative | 47,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-006621 · wf-form4_164756105610308.xml · derivative · entry 4 Tahmineh Maloney · CIK 0001867675 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,510 Underlying: Common Stock · 47,169 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_price: Restricted stock units ("RSUs") convert into shares of the Issuer's Common Stock on a one-for-one basis. The transaction represents the settlement of vested RSUs in shares of the Issuer's Common Stock. F4 · derivative.exercise_date: On September 9, 2021, the Reporting Person was granted RSUs, of which the remaining 141,510 unvested RSUs will vest in twelve substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. F4 · derivative.expiration_date: On September 9, 2021, the Reporting Person was granted RSUs, of which the remaining 141,510 unvested RSUs will vest in twelve substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:51 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantCommon Stock | 177,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-006621 · wf-form4_164756105610308.xml · nonDerivative · entry 3 Tahmineh Maloney · CIK 0001867675 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,433 F3 · shares: Restricted stock unit award that will vest over four years, with 25% of the RSUs vesting on March 15, 2023, and the remaining RSUs vesting in twelve substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:51 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | Tax withholdingCommon Stock | 15,620 | $1.87 | $29,209.40 |
DisclosureSEC source: 0001628280-22-006621 · wf-form4_164756105610308.xml · nonDerivative · entry 2 Tahmineh Maloney · CIK 0001867675 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,549 F2 · shares: Shares reported were withheld for the payment of taxes associated with the vesting of 25% of an award of RSUs originally granted on September 9, 2021. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:51 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | Exercise / conversionCommon Stock | 47,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-006621 · wf-form4_164756105610308.xml · nonDerivative · entry 1 Tahmineh Maloney · CIK 0001867675 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,169 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 · shares: Restricted stock units ("RSUs") convert into shares of the Issuer's Common Stock on a one-for-one basis. The transaction represents the settlement of vested RSUs in shares of the Issuer's Common Stock. Read SEC document |
| September 09, 2021 Filed Sep 14, 2021 01:42 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantRestricted Stock Units · Derivative | 188,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-047844 · ownership.xml · derivative · entry 1 Tahmineh Maloney · CIK 0001867675 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,679 Underlying: Common Stock · 188,679 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: 25% of the RSUs will vest on March 15, 2022. The remaining RSUs will vest in in twelve substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. F2 · derivative.expiration_date: 25% of the RSUs will vest on March 15, 2022. The remaining RSUs will vest in in twelve substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. Read SEC document |
| August 11, 2021 Filed Aug 13, 2021 15:12 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | PurchaseCommon Stock | 5,000 | $4.20 | $20,975.00 |
DisclosureSEC source: 0001213900-21-042345 · ownership.xml · nonDerivative · entry 1 Tahmineh Maloney · CIK 0001867675 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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.