Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Katapult Holdings, Inc.KPLT · Entity 5517 | Chief Commercial Officer | June 29, 2021 | July 07, 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.
Katapult Holdings, Inc.
Report date June 29, 2021 · Filed July 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.45 · Expires 2031-06-29 | Direct | 1,386,413 |
Reported balance
After 2021-06-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-06-29 · Grant · Acquired 1,386,413 · Balance 1,386,413 F1: 693,207 option shares shall vest over a four-year period as follows: (i) 1/4 of such option shares shall vest on the one year anniversary of December 1, 2020 and (ii) 1/48 of such option shares shall vest at the end of each calendar month thereafter, in each case subject to the reporting person's continued employment with Katapult Holdings, Inc. or its affiliate (the "Issuer") as of any applicable vesting date. 346,603 option shares (the "Initially Vested Shares") shall vest if certain performance criteria is met by the reporting person during the first twenty-four months of the reporting person's employment with the Issuer. The remaining 346,603 option shares shall vest after the Initially Vested Shares have vested and if certain other performance criteria is met by the reporting person during the first twenty-four months of the reporting person's employment with the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: 693,207 option shares shall vest over a four-year period as follows: (i) 1/4 of such option shares shall vest on the one year anniversary of December 1, 2020 and (ii) 1/48 of such option shares shall vest at the end of each calendar month thereafter, in each case subject to the reporting person's continued employment with Katapult Holdings, Inc. or its affiliate (the "Issuer") as of any applicable vesting date. 346,603 option shares (the "Initially Vested Shares") shall vest if certain performance criteria is met by the reporting person during the first twenty-four months of the reporting person's employment with the Issuer. The remaining 346,603 option shares shall vest after the Initially Vested Shares have vested and if certain other performance criteria is met by the reporting person during the first twenty-four months of the reporting person's employment with the Issuer.
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 |
|---|---|---|---|---|---|---|
| June 29, 2021 Filed Jul 7, 2021 10:02 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantStock Options (right to buy) · Derivative | 1,386,413 | $0.00 Strike: $10.45 | $0.00 |
DisclosureSEC source: 0001213900-21-035850 · ownership.xml · derivative · entry 1 De Gracia Rolando · CIK 0001867677 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,386,413 Underlying: Common Stock · 1,386,413 shares Expires 2031-06-29 F1 · derivative.exercise_date: 693,207 option shares shall vest over a four-year period as follows: (i) 1/4 of such option shares shall vest on the one year anniversary of December 1, 2020 and (ii) 1/48 of such option shares shall vest at the end of each calendar month thereafter, in each case subject to the reporting person's continued employment with Katapult Holdings, Inc. or its affiliate (the "Issuer") as of any applicable vesting date. 346,603 option shares (the "Initially Vested Shares") shall vest if certain performance criteria is met by the reporting person during the first twenty-four months of the reporting person's employment with the Issuer. The remaining 346,603 option shares shall vest after the Initially Vested Shares have vested and if certain other performance criteria is met by the reporting person during the first twenty-four months of the reporting person's employment 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.