person · Reporting owner
GREG & MARCY CARLIN FAMILY TRUST
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Rush Street Interactive, Inc.RSI · Entity 2291 | Director · 10% owner | March 11, 2022 | March 11, 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.
Rush Street Interactive, Inc.
Report date March 11, 2022 · Filed March 11, 2022
Jointly reported with CARLIN GREGORY A
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 3,250,000 |
Reported balance
After 2022-03-11 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2022-03-11 · Conversion · Acquired 2,000,000 · Balance 3,250,000 F1: On March 11, 2022, the Reporting Person exchanged, pursuant to the Amended and Restated Limited Partnership Agreement of Rush Street Interactive, LP ("RSI LP"), 2,000,000 Class A Common Units of RSI LP ("RSI Units") for 2,000,000 shares of Class A Common Stock of Rush Street Interactive, Inc. (the "Issuer"), together with an equivalent number of Class V Voting Stock of the Issuer held by the Reporting Person being canceled. F2: The amount of securities beneficially owned gives effect to the Reporting Person's forfeiture of 30,967 previously granted restricted stock units under the Rush Street Interactive, Inc. 2020 Omnibus Equity Incentive Plan (the "Plan") as a result of the Reporting Person's resignation from all of his positions with the Issuer. |
| Class V Voting StockSEC Table I · non-derivative | Direct | 14,373,639 |
Reported balance
After 2022-03-11 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2022-03-11 · Disposition to issuer · Disposed 2,000,000 · Balance 14,373,639 F1: On March 11, 2022, the Reporting Person exchanged, pursuant to the Amended and Restated Limited Partnership Agreement of Rush Street Interactive, LP ("RSI LP"), 2,000,000 Class A Common Units of RSI LP ("RSI Units") for 2,000,000 shares of Class A Common Stock of Rush Street Interactive, Inc. (the "Issuer"), together with an equivalent number of Class V Voting Stock of the Issuer held by the Reporting Person being canceled. F3: The shares of Class V Voting Stock of the Issuer provide no economic rights in the Issuer to the holder thereof. However, each holder of Class V Voting Stock will be entitled to vote as a common stockholder of the Issuer, with the number of votes equal to the number of shares of Class V Voting Stock held at the time of such vote. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Greg and Marcy Carlin Family Trust | 750,000 |
Reported balance
After 2022-03-11 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2022-03-11 · Conversion · Acquired 750,000 · Balance 750,000 F4: On March 11, 2022, the Reporting Person exchanged, pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, 750,000 RSI Units for 750,000 shares of Class A Common Stock of the Issuer, together with an equivalent number of Class V Voting Stock of the Issuer held by the Reporting Person being canceled. F5: These securities are held directly by the Greg and Marcy Family Trust (the "Carlin Trust") and a related trust, the Carlin G3 Trust. The Reporting Person is the trustee of each of these trusts and may be deemed to possess voting and investment control over the securities held by such trusts. |
| Class V Voting StockSEC Table I · non-derivative | IndirectBy Greg and Marcy Carlin Family Trust | 15,759,006 |
Reported balance
After 2022-03-11 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2022-03-11 · Disposition to issuer · Disposed 750,000 · Balance 15,759,006 F4: On March 11, 2022, the Reporting Person exchanged, pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, 750,000 RSI Units for 750,000 shares of Class A Common Stock of the Issuer, together with an equivalent number of Class V Voting Stock of the Issuer held by the Reporting Person being canceled. F5: These securities are held directly by the Greg and Marcy Family Trust (the "Carlin Trust") and a related trust, the Carlin G3 Trust. The Reporting Person is the trustee of each of these trusts and may be deemed to possess voting and investment control over the securities held by such trusts. |
| Class A Common Units of Rush Street Interactive, L.P.SEC Table II · derivative / convertible security | Direct | 14,373,639 |
Reported balance
After 2022-03-11 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-03-11 · Conversion · Disposed 2,000,000 · Balance 14,373,639 F7: Pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, beginning on June 29, 2021, the RSI Units beneficially owned by the Reporting Person may be exchanged, subject to certain conditions, for one share of Class A Common Stock of the Issuer. Upon such exchange, an equivalent number of shares of Class V Voting Stock then held by the Reporting Person will be canceled. |
| Class A Common Units of Rush Street Interactive, L.P.SEC Table II · derivative / convertible security | IndirectBy Greg and Marcy Carlin Family Trust | 15,759,006 |
Reported balance
After 2022-03-11 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-03-11 · Conversion · Disposed 750,000 · Balance 15,759,006 F7: Pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, beginning on June 29, 2021, the RSI Units beneficially owned by the Reporting Person may be exchanged, subject to certain conditions, for one share of Class A Common Stock of the Issuer. Upon such exchange, an equivalent number of shares of Class V Voting Stock then held by the Reporting Person will be canceled. F5: These securities are held directly by the Greg and Marcy Family Trust (the "Carlin Trust") and a related trust, the Carlin G3 Trust. The Reporting Person is the trustee of each of these trusts and may be deemed to possess voting and investment control over the securities held by such trusts. |
| Class V Voting StockSEC Table I · non-derivative | IndirectBy Rush Street Interactive GP, LLC | 258,906 |
Reported balance
Holding disclosure · report date 2022-03-11 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 258,906 F6: These securities are held directly by Rush Street Interactive GP, LLC ("RSI GP"). The Reporting Person is a manager of and controls 19% of the voting units in RSI GP and may be deemed to be a beneficial owner of the securities held thereby. The Reporting Person disclaims beneficial ownership of the securities held by RSI GP except to the extent of his pecuniary interest therein. |
| Class A Common Units of Rush Street Interactive, L.P.SEC Table II · derivative / convertible security | IndirectBy Rush Street Interactive GP, LLC | 258,906 |
Reported balance
Holding disclosure · report date 2022-03-11 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 258,906 F7: Pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, beginning on June 29, 2021, the RSI Units beneficially owned by the Reporting Person may be exchanged, subject to certain conditions, for one share of Class A Common Stock of the Issuer. Upon such exchange, an equivalent number of shares of Class V Voting Stock then held by the Reporting Person will be canceled. F6: These securities are held directly by Rush Street Interactive GP, LLC ("RSI GP"). The Reporting Person is a manager of and controls 19% of the voting units in RSI GP and may be deemed to be a beneficial owner of the securities held thereby. The Reporting Person disclaims beneficial ownership of the securities held by RSI GP except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 11, 2022, the Reporting Person exchanged, pursuant to the Amended and Restated Limited Partnership Agreement of Rush Street Interactive, LP ("RSI LP"), 2,000,000 Class A Common Units of RSI LP ("RSI Units") for 2,000,000 shares of Class A Common Stock of Rush Street Interactive, Inc. (the "Issuer"), together with an equivalent number of Class V Voting Stock of the Issuer held by the Reporting Person being canceled.
F2: The amount of securities beneficially owned gives effect to the Reporting Person's forfeiture of 30,967 previously granted restricted stock units under the Rush Street Interactive, Inc. 2020 Omnibus Equity Incentive Plan (the "Plan") as a result of the Reporting Person's resignation from all of his positions with the Issuer.
F3: The shares of Class V Voting Stock of the Issuer provide no economic rights in the Issuer to the holder thereof. However, each holder of Class V Voting Stock will be entitled to vote as a common stockholder of the Issuer, with the number of votes equal to the number of shares of Class V Voting Stock held at the time of such vote.
F4: On March 11, 2022, the Reporting Person exchanged, pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, 750,000 RSI Units for 750,000 shares of Class A Common Stock of the Issuer, together with an equivalent number of Class V Voting Stock of the Issuer held by the Reporting Person being canceled.
F5: These securities are held directly by the Greg and Marcy Family Trust (the "Carlin Trust") and a related trust, the Carlin G3 Trust. The Reporting Person is the trustee of each of these trusts and may be deemed to possess voting and investment control over the securities held by such trusts.
F6: These securities are held directly by Rush Street Interactive GP, LLC ("RSI GP"). The Reporting Person is a manager of and controls 19% of the voting units in RSI GP and may be deemed to be a beneficial owner of the securities held thereby. The Reporting Person disclaims beneficial ownership of the securities held by RSI GP except to the extent of his pecuniary interest therein.
F7: Pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, beginning on June 29, 2021, the RSI Units beneficially owned by the Reporting Person may be exchanged, subject to certain conditions, for one share of Class A Common Stock of the Issuer. Upon such exchange, an equivalent number of shares of Class V Voting Stock then held by the Reporting Person will be canceled.
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 |
|---|---|---|---|---|---|---|
| March 11, 2022 Filed Mar 11, 2022 21:37 UTC | Rush Street Interactive, Inc. RSI · Entity 2291 | ConversionClass A Common Units of Rush Street Interactive, L.P. · Derivative | 750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-005981 · wf-form4_164705255356191.xml · derivative · entry 7 CARLIN GREGORY A · CIK 0001083031 · 10% owner GREG & MARCY CARLIN FAMILY TRUST · CIK 0001839483 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Greg and Marcy Carlin Family Trust Disclosed balance after: 15,759,006 Underlying: Class A Common Stock · 750,000 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. F7 · derivative.exercise_price: Pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, beginning on June 29, 2021, the RSI Units beneficially owned by the Reporting Person may be exchanged, subject to certain conditions, for one share of Class A Common Stock of the Issuer. Upon such exchange, an equivalent number of shares of Class V Voting Stock then held by the Reporting Person will be canceled. F7 · derivative.exercise_date: Pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, beginning on June 29, 2021, the RSI Units beneficially owned by the Reporting Person may be exchanged, subject to certain conditions, for one share of Class A Common Stock of the Issuer. Upon such exchange, an equivalent number of shares of Class V Voting Stock then held by the Reporting Person will be canceled. F7 · derivative.expiration_date: Pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, beginning on June 29, 2021, the RSI Units beneficially owned by the Reporting Person may be exchanged, subject to certain conditions, for one share of Class A Common Stock of the Issuer. Upon such exchange, an equivalent number of shares of Class V Voting Stock then held by the Reporting Person will be canceled. F5 · balance_after: These securities are held directly by the Greg and Marcy Family Trust (the "Carlin Trust") and a related trust, the Carlin G3 Trust. The Reporting Person is the trustee of each of these trusts and may be deemed to possess voting and investment control over the securities held by such trusts. F5 · ownership.nature: These securities are held directly by the Greg and Marcy Family Trust (the "Carlin Trust") and a related trust, the Carlin G3 Trust. The Reporting Person is the trustee of each of these trusts and may be deemed to possess voting and investment control over the securities held by such trusts. Read SEC document |
| March 11, 2022 Filed Mar 11, 2022 21:37 UTC | Rush Street Interactive, Inc. RSI · Entity 2291 | ConversionClass A Common Units of Rush Street Interactive, L.P. · Derivative | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-005981 · wf-form4_164705255356191.xml · derivative · entry 6 CARLIN GREGORY A · CIK 0001083031 · 10% owner GREG & MARCY CARLIN FAMILY TRUST · CIK 0001839483 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,373,639 Underlying: Class A Common Stock · 2,000,000 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. F7 · derivative.exercise_price: Pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, beginning on June 29, 2021, the RSI Units beneficially owned by the Reporting Person may be exchanged, subject to certain conditions, for one share of Class A Common Stock of the Issuer. Upon such exchange, an equivalent number of shares of Class V Voting Stock then held by the Reporting Person will be canceled. F7 · derivative.exercise_date: Pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, beginning on June 29, 2021, the RSI Units beneficially owned by the Reporting Person may be exchanged, subject to certain conditions, for one share of Class A Common Stock of the Issuer. Upon such exchange, an equivalent number of shares of Class V Voting Stock then held by the Reporting Person will be canceled. F7 · derivative.expiration_date: Pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, beginning on June 29, 2021, the RSI Units beneficially owned by the Reporting Person may be exchanged, subject to certain conditions, for one share of Class A Common Stock of the Issuer. Upon such exchange, an equivalent number of shares of Class V Voting Stock then held by the Reporting Person will be canceled. Read SEC document |
| March 11, 2022 Filed Mar 11, 2022 21:37 UTC | Rush Street Interactive, Inc. RSI · Entity 2291 | Disposition to issuerClass V Voting Stock | 750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-005981 · wf-form4_164705255356191.xml · nonDerivative · entry 4 CARLIN GREGORY A · CIK 0001083031 · 10% owner GREG & MARCY CARLIN FAMILY TRUST · CIK 0001839483 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Greg and Marcy Carlin Family Trust Disclosed balance after: 15,759,006 F4 · price: On March 11, 2022, the Reporting Person exchanged, pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, 750,000 RSI Units for 750,000 shares of Class A Common Stock of the Issuer, together with an equivalent number of Class V Voting Stock of the Issuer held by the Reporting Person being canceled. F5 · ownership.nature: These securities are held directly by the Greg and Marcy Family Trust (the "Carlin Trust") and a related trust, the Carlin G3 Trust. The Reporting Person is the trustee of each of these trusts and may be deemed to possess voting and investment control over the securities held by such trusts. Read SEC document |
| March 11, 2022 Filed Mar 11, 2022 21:37 UTC | Rush Street Interactive, Inc. RSI · Entity 2291 | ConversionClass A Common Stock | 750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-005981 · wf-form4_164705255356191.xml · nonDerivative · entry 3 CARLIN GREGORY A · CIK 0001083031 · 10% owner GREG & MARCY CARLIN FAMILY TRUST · CIK 0001839483 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Greg and Marcy Carlin Family Trust Disclosed balance after: 750,000 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. F4 · price: On March 11, 2022, the Reporting Person exchanged, pursuant to the Amended and Restated Limited Partnership Agreement of RSI LP, 750,000 RSI Units for 750,000 shares of Class A Common Stock of the Issuer, together with an equivalent number of Class V Voting Stock of the Issuer held by the Reporting Person being canceled. F5 · ownership.nature: These securities are held directly by the Greg and Marcy Family Trust (the "Carlin Trust") and a related trust, the Carlin G3 Trust. The Reporting Person is the trustee of each of these trusts and may be deemed to possess voting and investment control over the securities held by such trusts. Read SEC document |
| March 11, 2022 Filed Mar 11, 2022 21:37 UTC | Rush Street Interactive, Inc. RSI · Entity 2291 | Disposition to issuerClass V Voting Stock | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-005981 · wf-form4_164705255356191.xml · nonDerivative · entry 2 CARLIN GREGORY A · CIK 0001083031 · 10% owner GREG & MARCY CARLIN FAMILY TRUST · CIK 0001839483 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,373,639 F1 · price: On March 11, 2022, the Reporting Person exchanged, pursuant to the Amended and Restated Limited Partnership Agreement of Rush Street Interactive, LP ("RSI LP"), 2,000,000 Class A Common Units of RSI LP ("RSI Units") for 2,000,000 shares of Class A Common Stock of Rush Street Interactive, Inc. (the "Issuer"), together with an equivalent number of Class V Voting Stock of the Issuer held by the Reporting Person being canceled. F1 · balance_after: On March 11, 2022, the Reporting Person exchanged, pursuant to the Amended and Restated Limited Partnership Agreement of Rush Street Interactive, LP ("RSI LP"), 2,000,000 Class A Common Units of RSI LP ("RSI Units") for 2,000,000 shares of Class A Common Stock of Rush Street Interactive, Inc. (the "Issuer"), together with an equivalent number of Class V Voting Stock of the Issuer held by the Reporting Person being canceled. F3 · balance_after: The shares of Class V Voting Stock of the Issuer provide no economic rights in the Issuer to the holder thereof. However, each holder of Class V Voting Stock will be entitled to vote as a common stockholder of the Issuer, with the number of votes equal to the number of shares of Class V Voting Stock held at the time of such vote. Read SEC document |
| March 11, 2022 Filed Mar 11, 2022 21:37 UTC | Rush Street Interactive, Inc. RSI · Entity 2291 | ConversionClass A Common Stock | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-005981 · wf-form4_164705255356191.xml · nonDerivative · entry 1 CARLIN GREGORY A · CIK 0001083031 · 10% owner GREG & MARCY CARLIN FAMILY TRUST · CIK 0001839483 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,250,000 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 · price: On March 11, 2022, the Reporting Person exchanged, pursuant to the Amended and Restated Limited Partnership Agreement of Rush Street Interactive, LP ("RSI LP"), 2,000,000 Class A Common Units of RSI LP ("RSI Units") for 2,000,000 shares of Class A Common Stock of Rush Street Interactive, Inc. (the "Issuer"), together with an equivalent number of Class V Voting Stock of the Issuer held by the Reporting Person being canceled. F2 · balance_after: The amount of securities beneficially owned gives effect to the Reporting Person's forfeiture of 30,967 previously granted restricted stock units under the Rush Street Interactive, Inc. 2020 Omnibus Equity Incentive Plan (the "Plan") as a result of the Reporting Person's resignation from all of his positions with the Issuer. 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.