Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lemonade, Inc.LMND · Entity 4057 | CBDO | December 06, 2021 | December 08, 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.
Lemonade, Inc.
Report date December 06, 2021 · Filed December 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $44.57 · Expires 2031-12-06 | Direct | 50,000 |
Reported balance
After 2021-12-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-12-06 · Grant · Acquired 50,000 · Balance 50,000 F1: The option will vest and become exercisable in 16 equal quarterly installments beginning on March 6, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The option will vest and become exercisable in 16 equal quarterly installments beginning on March 6, 2022.
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 06, 2021 Filed Dec 8, 2021 20:15 UTC | Lemonade, Inc. LMND · Entity 4057 | GrantSTOCK OPTION · Derivative | 50,000 | $0.00 Strike: $44.57 | $0.00 |
DisclosureSEC source: 0001691421-21-000099 · wf-form4_163901248622239.xml · derivative · entry 1 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: COMMON STOCK · 50,000 shares Expires 2031-12-06 F1 · derivative.exercise_date: The option will vest and become exercisable in 16 equal quarterly installments beginning on March 6, 2022. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:54 UTC | Lemonade, Inc. LMND · Entity 4057 | Exercise / conversionSTOCK OPTION · Derivative | 15,000 | $0.00 Strike: $23.69 | $0.00 |
DisclosureSEC source: 0001691421-21-000021 · wf-form4_161481561959002.xml · derivative · entry 7 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: COMMON STOCK · 15,000 shares Expires 2029-09-25 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. F3 · derivative.exercise_date: The option is vested and exercisable as to 15,625 shares (including the 15,000 shares disposed of in this exercise) and the remaining shares will vest and become exercisable in eleven quarterly installments beginning on March 26, 2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:54 UTC | Lemonade, Inc. LMND · Entity 4057 | Exercise / conversionSTOCK OPTION · Derivative | 35,000 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001691421-21-000021 · wf-form4_161481561959002.xml · derivative · entry 6 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,000 Underlying: COMMON STOCK · 35,000 shares Expires 2028-10-06 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_date: The option is vested and exercisable as to 176,875 shares (after taking into account prior exercises, but including the 35,000 shares disposed of in this exercise) and the remaining shares will vest and become exercisable in seven quarterly installments beginning on April 1, 2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:54 UTC | Lemonade, Inc. LMND · Entity 4057 | SaleCOMMON STOCK | 15,000 | $127.00 | $1,905,000.00 |
DisclosureSEC source: 0001691421-21-000021 · wf-form4_161481561959002.xml · nonDerivative · entry 5 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Represents sale pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:54 UTC | Lemonade, Inc. LMND · Entity 4057 | Exercise / conversionCOMMON STOCK | 15,000 | $23.69 | $355,350.00 |
DisclosureSEC source: 0001691421-21-000021 · wf-form4_161481561959002.xml · nonDerivative · entry 4 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 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. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:54 UTC | Lemonade, Inc. LMND · Entity 4057 | SaleCOMMON STOCK | 20,000 | $127.00 | $2,540,000.00 |
DisclosureSEC source: 0001691421-21-000021 · wf-form4_161481561959002.xml · nonDerivative · entry 3 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Represents sale pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:54 UTC | Lemonade, Inc. LMND · Entity 4057 | SaleCOMMON STOCK | 15,000 | $130.00 | $1,950,000.00 |
DisclosureSEC source: 0001691421-21-000021 · wf-form4_161481561959002.xml · nonDerivative · entry 2 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · kind: Represents sale pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:54 UTC | Lemonade, Inc. LMND · Entity 4057 | Exercise / conversionCOMMON STOCK | 35,000 | $5.26 | $184,100.00 |
DisclosureSEC source: 0001691421-21-000021 · wf-form4_161481561959002.xml · nonDerivative · entry 1 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 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. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 17:30 UTC | Lemonade, Inc. LMND · Entity 4057 | Exercise / conversionSTOCK OPTION · Derivative | 20,000 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001691421-20-000014 · wf-form4_160565223674208.xml · derivative · entry 8 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,000 Underlying: COMMON STOCK · 20,000 shares Expires 2028-10-06 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. F8 · derivative.exercise_date: The option is vested and exercisable as to 175,000 shares, and the remaining shares will vest and become exercisable in eight quarterly installments beginning on January 1, 2021. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 17:30 UTC | Lemonade, Inc. LMND · Entity 4057 | SaleCOMMON STOCK | 1,904 | $59.90 | $114,047.12 |
DisclosureSEC source: 0001691421-20-000014 · wf-form4_160565223674208.xml · nonDerivative · entry 6 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Represents sale pursuant to a Rule 10b5-1 trading plan. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.785 to $60.08. The reporting person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 17:30 UTC | Lemonade, Inc. LMND · Entity 4057 | SaleCOMMON STOCK | 1,900 | $59.34 | $112,739.92 |
DisclosureSEC source: 0001691421-20-000014 · wf-form4_160565223674208.xml · nonDerivative · entry 5 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,904 F1 · kind: Represents sale pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.625 to $59.575. The reporting person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 17:30 UTC | Lemonade, Inc. LMND · Entity 4057 | SaleCOMMON STOCK | 3,200 | $58.07 | $185,810.56 |
DisclosureSEC source: 0001691421-20-000014 · wf-form4_160565223674208.xml · nonDerivative · entry 4 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,804 F1 · kind: Represents sale pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.61 to $58.595. The reporting person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 17:30 UTC | Lemonade, Inc. LMND · Entity 4057 | SaleCOMMON STOCK | 9,915 | $57.09 | $566,081.06 |
DisclosureSEC source: 0001691421-20-000014 · wf-form4_160565223674208.xml · nonDerivative · entry 3 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,004 F1 · kind: Represents sale pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.58 to $57.56 The reporting person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 17:30 UTC | Lemonade, Inc. LMND · Entity 4057 | SaleCOMMON STOCK | 3,081 | $56.04 | $172,667.56 |
DisclosureSEC source: 0001691421-20-000014 · wf-form4_160565223674208.xml · nonDerivative · entry 2 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,919 F1 · kind: Represents sale pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.54 to $56.47. The reporting person undertakes to provide Lemonade, Inc. (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 17:30 UTC | Lemonade, Inc. LMND · Entity 4057 | Exercise / conversionCOMMON STOCK | 20,000 | $5.26 | $105,200.00 |
DisclosureSEC source: 0001691421-20-000014 · wf-form4_160565223674208.xml · nonDerivative · entry 1 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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. Read SEC document |
| November 04, 2020 Filed Nov 17, 2020 17:30 UTC | Lemonade, Inc. LMND · Entity 4057 | GrantSTOCK OPTION · Derivative | 50,000 | $0.00 Strike: $59.70 | $0.00 |
DisclosureSEC source: 0001691421-20-000014 · wf-form4_160565223674208.xml · derivative · entry 7 Espinel Jorge · CIK 0001816039 · CBDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: COMMON STOCK · 50,000 shares Expires 2030-11-03 F7 · derivative.exercise_date: The option will vest and become exercisable as to 25% on November 4, 2022, and in 12 equal quarterly installments thereafter beginning on February 4, 2023. 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.