Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MediaAlpha, Inc.MAX · Entity 1093 | See Remarks | November 15, 2021 | November 24, 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.
MediaAlpha, Inc.
Report date November 15, 2021 · Filed November 24, 2021 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 41,441 |
Last balance in matching sequence
After 2021-11-15 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-11-15 · Exercise / conversion · Acquired 675 · Balance 41,675 F1: One share of Class A Common Stock was issued upon the vesting of each Restricted Stock Unit ("RSU"). Row 2 · 2021-11-15 · Tax withholding · Disposed 234 · Balance 41,441 F2: Pursuant to the terms of the February 22, 2021 RSU grant, 234 shares of MediaAlpha, Inc. Class A Common Stock were automatically withheld at vesting to cover required tax withholding. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,775 |
Reported balance
After 2021-11-15 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2021-11-15 · Exercise / conversion · Disposed 675 · Balance 8,775 F3: Each RSU represents a contingent right to receive one share of Class A Common Stock, or at the option of the Compensation Committee, cash of equivalent value. F4: Consists of Restricted Stock Units granted to the Reporting Person on February 22, 2021 pursuant to the Issuer's Omnibus Incentive Plan, which are unvested as of the date hereof. 675 of such RSUs will vest quarterly over the first four years following the date of grant, subject to continued employment with the Issuer through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: One share of Class A Common Stock was issued upon the vesting of each Restricted Stock Unit ("RSU").
F2: Pursuant to the terms of the February 22, 2021 RSU grant, 234 shares of MediaAlpha, Inc. Class A Common Stock were automatically withheld at vesting to cover required tax withholding.
F3: Each RSU represents a contingent right to receive one share of Class A Common Stock, or at the option of the Compensation Committee, cash of equivalent value.
F4: Consists of Restricted Stock Units granted to the Reporting Person on February 22, 2021 pursuant to the Issuer's Omnibus Incentive Plan, which are unvested as of the date hereof. 675 of such RSUs will vest quarterly over the first four years following the date of grant, subject to continued employment with the Issuer through each 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 |
|---|---|---|---|---|---|---|
| November 15, 2021 Filed Nov 17, 2021 22:07 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionRestricted Stock Units · Derivative | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000162 · wf-form4_163718681763061.xml · derivative · entry 3 Carlson Cort Allan · CIK 0001892671 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,775 Underlying: Class A Common Stock · 675 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A Common Stock, or at the option of the Compensation Committee, cash of equivalent value. F4 · derivative.exercise_date: Consists of Restricted Stock Units granted to the Reporting Person on February 22, 2021 pursuant to the Issuer's Omnibus Incentive Plan, which are unvested as of the date hereof. 675 of such RSUs will vest quarterly over the first four years following the date of grant, subject to continued employment with the Issuer through each vesting date. F4 · derivative.expiration_date: Consists of Restricted Stock Units granted to the Reporting Person on February 22, 2021 pursuant to the Issuer's Omnibus Incentive Plan, which are unvested as of the date hereof. 675 of such RSUs will vest quarterly over the first four years following the date of grant, subject to continued employment with the Issuer through each vesting date. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 22:07 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Tax withholdingClass A Common Stock | 234 | $18.23 | $4,265.82 |
DisclosureSEC source: 0001818383-21-000162 · wf-form4_163718681763061.xml · nonDerivative · entry 2 Carlson Cort Allan · CIK 0001892671 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,947 F2 · shares: Pursuant to the terms of the February 22, 2021 RSU grant, 234 shares of MediaAlpha, Inc. Class A Common Stock were automatically withheld at vesting to cover required tax withholding. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 22:07 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass A Common Stock | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000162 · wf-form4_163718681763061.xml · nonDerivative · entry 1 Carlson Cort Allan · CIK 0001892671 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,181 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: One share of Class A Common Stock was issued upon the vesting of each Restricted Stock Unit ("RSU"). Read SEC document |
| November 15, 2021 Filed Nov 24, 2021 20:11 UTC Amendment | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionRestricted Stock Units · Derivative | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000165 · wf-form4a_163778463444136.xml · derivative · entry 3 Carlson Cort Allan · CIK 0001892671 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,775 Underlying: Class A Common Stock · 675 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A Common Stock, or at the option of the Compensation Committee, cash of equivalent value. F4 · derivative.exercise_date: Consists of Restricted Stock Units granted to the Reporting Person on February 22, 2021 pursuant to the Issuer's Omnibus Incentive Plan, which are unvested as of the date hereof. 675 of such RSUs will vest quarterly over the first four years following the date of grant, subject to continued employment with the Issuer through each vesting date. F4 · derivative.expiration_date: Consists of Restricted Stock Units granted to the Reporting Person on February 22, 2021 pursuant to the Issuer's Omnibus Incentive Plan, which are unvested as of the date hereof. 675 of such RSUs will vest quarterly over the first four years following the date of grant, subject to continued employment with the Issuer through each vesting date. Read SEC document |
| November 15, 2021 Filed Nov 24, 2021 20:11 UTC Amendment | MediaAlpha, Inc. MAX · Entity 1093 | Tax withholdingClass A Common Stock | 234 | $18.23 | $4,265.82 |
DisclosureSEC source: 0001818383-21-000165 · wf-form4a_163778463444136.xml · nonDerivative · entry 2 Carlson Cort Allan · CIK 0001892671 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,441 F2 · shares: Pursuant to the terms of the February 22, 2021 RSU grant, 234 shares of MediaAlpha, Inc. Class A Common Stock were automatically withheld at vesting to cover required tax withholding. Read SEC document |
| November 15, 2021 Filed Nov 24, 2021 20:11 UTC Amendment | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass A Common Stock | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000165 · wf-form4a_163778463444136.xml · nonDerivative · entry 1 Carlson Cort Allan · CIK 0001892671 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,675 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: One share of Class A Common Stock was issued upon the vesting of each Restricted Stock Unit ("RSU"). 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.