Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paradium.AI, Inc.MVEN · Entity 7275 | Chief Financial Officer | May 15, 2017 | May 24, 2017 |
| Porch Group, Inc.PRCH · Entity 4527 | Chief Financial Officer | December 23, 2021 | December 28, 2021 |
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.
Paradium.AI, Inc.
Report date May 15, 2017 · Filed May 24, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $1.22 · Expires 2027-03-20 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-05-15 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed |
Porch Group, Inc.
Report date December 23, 2021 · Filed December 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,758 |
Ending reported balance
After 2021-12-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-12-23 · Exercise / conversion · Acquired 13,307 · Balance 49,748 F1: On March 11, 2021, the reporting person was granted 13,307 restricted shares, which vested 100% on December 23, 2021. F2: Previously issued restricted shares that become unrestricted common stock on a one-for-one basis. Row 2 · 2021-12-23 · Tax withholding · Disposed 4,990 · Balance 44,758 |
| Restricted SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-12-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-12-23 · Exercise / conversion · Disposed 13,307 · Balance 0 F2: Previously issued restricted shares that become unrestricted common stock on a one-for-one basis. F1: On March 11, 2021, the reporting person was granted 13,307 restricted shares, which vested 100% on December 23, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 11, 2021, the reporting person was granted 13,307 restricted shares, which vested 100% on December 23, 2021.
F2: Previously issued restricted shares that become unrestricted common stock on a one-for-one basis.
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 23, 2021 Filed Dec 28, 2021 16:08 UTC | Porch Group, Inc. PRCH · Entity 4527 | Exercise / conversionRestricted Shares · Derivative | 13,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-153929 · tm2136423-5_4seq1.xml · derivative · entry 3 Heimbigner Martin L. · CIK 0001623581 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,307 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. F2 · derivative.exercise_price: Previously issued restricted shares that become unrestricted common stock on a one-for-one basis. F1 · derivative.exercise_date: On March 11, 2021, the reporting person was granted 13,307 restricted shares, which vested 100% on December 23, 2021. F1 · derivative.expiration_date: On March 11, 2021, the reporting person was granted 13,307 restricted shares, which vested 100% on December 23, 2021. Read SEC document |
| December 23, 2021 Filed Dec 28, 2021 16:08 UTC | Porch Group, Inc. PRCH · Entity 4527 | Tax withholdingCommon Stock | 4,990 | $17.84 | $89,021.60 |
DisclosureSEC source: 0001104659-21-153929 · tm2136423-5_4seq1.xml · nonDerivative · entry 2 Heimbigner Martin L. · CIK 0001623581 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,758 Read SEC document |
| December 23, 2021 Filed Dec 28, 2021 16:08 UTC | Porch Group, Inc. PRCH · Entity 4527 | Exercise / conversionCommon Stock | 13,307 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-153929 · tm2136423-5_4seq1.xml · nonDerivative · entry 1 Heimbigner Martin L. · CIK 0001623581 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,748 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: On March 11, 2021, the reporting person was granted 13,307 restricted shares, which vested 100% on December 23, 2021. F2 · price: Previously issued restricted shares that become unrestricted common stock on a one-for-one basis. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 16:01 UTC | Porch Group, Inc. PRCH · Entity 4527 | Tax withholdingCommon Stock | 6,149 | $21.71 | $133,494.79 |
DisclosureSEC source: 0001104659-21-149059 · tm2134379-4_4seq1.xml · nonDerivative · entry 2 Heimbigner Martin L. · CIK 0001623581 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,441 F2 · kind: Represents Earnout Shares forfeited to satisfy tax obligations in connection with the vesting of 10,141 Earnout Shares previously reported on Table I due to Issuer meeting the $20.00 common stock price hurdle set forth in the Merger Agreement and the corresponding vesting of one-third (1/3) of all Earnout Shares issued under the Merger Agreement. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 16:01 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantCommon Stock | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-149059 · tm2134379-4_4seq1.xml · nonDerivative · entry 1 Heimbigner Martin L. · CIK 0001623581 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,590 F1 · kind: Represents additional restricted shares of common stock ("Earnout Shares") of Porch Group, Inc. (the "Issuer") issued pursuant to the Earnout Share adjustment mechanics in the Agreement and Plan of Merger, dated as of July 30, 2020, (as amended, the "Merger Agreement"), by and among the Issuer (f/k/a PropTech Acquisition Corporation), Porch.com, Inc. and the other parties thereto. F1 · price: Represents additional restricted shares of common stock ("Earnout Shares") of Porch Group, Inc. (the "Issuer") issued pursuant to the Earnout Share adjustment mechanics in the Agreement and Plan of Merger, dated as of July 30, 2020, (as amended, the "Merger Agreement"), by and among the Issuer (f/k/a PropTech Acquisition Corporation), Porch.com, Inc. and the other parties thereto. Read SEC document |
| April 16, 2021 Filed Apr 20, 2021 21:27 UTC | Porch Group, Inc. PRCH · Entity 4527 | Tax withholdingCommon Stock | 6,079 | $19.30 | $117,324.70 |
DisclosureSEC source: 0001140361-21-013562 · form4.xml · nonDerivative · entry 2 Heimbigner Martin L. · CIK 0001623581 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,189 F2 · kind: Represents Earnout Shares forfeited to satisfy tax obligations in connection with the vesting of 16,089 Earnout Shares previously reported on Table I due to Issuer meeting the $18.00 common stock price hurdle set forth in the Merger Agreement and the corresponding vesting of one-third (1/3) of all Earnout Shares issued under the Merger Agreement. Read SEC document |
| April 16, 2021 Filed Apr 20, 2021 21:27 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantCommon Stock | 115 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-013562 · form4.xml · nonDerivative · entry 1 Heimbigner Martin L. · CIK 0001623581 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,268 F1 · kind: Represents additional restricted shares of common stock ("Earnout Shares") of Porch Group, Inc. (the "Issuer") issued pursuant to the Earnout Share adjustment mechanics in the Agreement and Plan of Merger, dated as of July 30, 2020, (as amended, the "Merger Agreement"), by and among the Issuer (f/k/a PropTech Acquisition Corporation), Porch.com, Inc. and the other parties thereto. F1 · price: Represents additional restricted shares of common stock ("Earnout Shares") of Porch Group, Inc. (the "Issuer") issued pursuant to the Earnout Share adjustment mechanics in the Agreement and Plan of Merger, dated as of July 30, 2020, (as amended, the "Merger Agreement"), by and among the Issuer (f/k/a PropTech Acquisition Corporation), Porch.com, Inc. and the other parties thereto. Read SEC document |
| March 11, 2021 Filed Mar 15, 2021 21:30 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantRestricted Shares · Derivative | 13,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-008575 · form4.xml · derivative · entry 1 Heimbigner Martin L. · CIK 0001623581 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,307 Underlying: Common Stock · 13,307 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Porch Group, Inc. common stock. F2 · derivative.exercise_date: This restricted stock award vests 100% as of the one-year anniversary of the date of the grant. F2 · derivative.expiration_date: This restricted stock award vests 100% as of the one-year anniversary of the date of the grant. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantStock Option (right to buy) · Derivative | 234,880 | $0.00 Strike: $3.30 | $0.00 |
DisclosureSEC source: 0001140361-20-029850 · form4.xml · derivative · entry 3 Heimbigner Martin L. · CIK 0001623581 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,880 Underlying: Common Stock · 234,880 shares Expires 2030-07-28 F3 · derivative.exercise_date: This option vests in 4 successive, equal annual installments beginning on December 23, 2020. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantStock Option (right to buy) · Derivative | 234,880 | $0.00 Strike: $3.30 | $0.00 |
DisclosureSEC source: 0001140361-20-029850 · form4.xml · derivative · entry 2 Heimbigner Martin L. · CIK 0001623581 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,880 Underlying: Common Stock · 234,880 shares Expires 2030-07-28 F2 · derivative.exercise_date: This option vests 25% on the first anniversary of the vesting commencement date and in subsequent 1/48th increments for each subsequent month of continuous employment. Of the then-unvested shares subject to the option, 50% will vest immediately upon a change in control, with the remaining unvested portion of the option vesting (i) in the event of a qualifying termination of employment within 12 months after such change in control, or (ii) in the event the acquiror does not assume Issuer's rights and obligations under the option. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | OtherCommon Stock | 48,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-029850 · form4.xml · nonDerivative · entry 1 Heimbigner Martin L. · CIK 0001623581 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,153 F1 · kind: Vested earn out shares granted in connection with Porch Group, Inc.'s ("Issuer") merger, subject to certain clawback provisions. F1 · price: Vested earn out shares granted in connection with Porch Group, Inc.'s ("Issuer") merger, subject to certain clawback provisions. 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.