Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMAZON COM INCAMZN · Entity 1956 | Senior Vice President | January 03, 2006 | January 05, 2006 |
| AT&T INC.T · Entity 1012 | CEO, Warner Media, LLC | February 15, 2022 | February 17, 2022 |
| Opendoor Technologies Inc.OPEN · Entity 4242 | Director | June 14, 2023 | June 16, 2023 |
| Roblox CorpRBLX · Entity 1073 | Director | August 20, 2026 | August 24, 2026 |
| WEALTHFRONT CORPWLTH · Entity 4762 | Director | September 15, 2026 | September 17, 2026 |
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.
AMAZON COM INC
Report date January 03, 2006 · Filed January 05, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
After 2006-01-03 transaction · row 1
1 source rowRow 1 · 2006-01-03 · Disposition to issuer · Disposed 20,000 · Balance 10,000 F1: Forfeiture of restricted stock that does not involve payment or receipt of any consideration. |
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | IndirectHeld by the reporting person's Amazon.com 401(k) plan account | 214.593 |
Reported balance
Holding disclosure · report date 2006-01-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 214.593 |
Filing footnotes · ownership attribution and instrument terms
F1: Forfeiture of restricted stock that does not involve payment or receipt of any consideration.
AT&T INC.
Report date February 15, 2022 · Filed February 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 418,077 |
Ending reported balance
After 2022-02-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-15 · Exercise / conversion · Acquired 411,664 · Balance 619,974 F1: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute as follows: 411,663 on 2/15/2021, 411,664 on 2/15/2022, 411,664 on 2/15/2023, and 411,664 on 2/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. Row 2 · 2022-02-15 · Tax withholding · Disposed 201,897 · Balance 418,077 F2: Mandatory tax withholding on distribution of Restricted Stock Units. |
| Restricted Stock Units (2020)SEC Table II · derivative / convertible security | Direct | 823,328 |
Reported balance
After 2022-02-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-02-15 · Exercise / conversion · Disposed 411,664 · Balance 823,328 F1: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute as follows: 411,663 on 2/15/2021, 411,664 on 2/15/2022, 411,664 on 2/15/2023, and 411,664 on 2/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute as follows: 411,663 on 2/15/2021, 411,664 on 2/15/2022, 411,664 on 2/15/2023, and 411,664 on 2/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility.
F2: Mandatory tax withholding on distribution of Restricted Stock Units.
Opendoor Technologies Inc.
Report date June 14, 2023 · Filed June 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 240,419 |
Reported balance
After 2023-06-14 transaction · row 1
1 source rowRow 1 · 2023-06-14 · Grant · Acquired 92,166 · Balance 240,419 F1: Represents an equal number of restricted stock unit ("RSU") award granted to the Reporting Person pursuant to the Issuer's non-employee director compensation policy and subject to time-based vesting. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs fully vest on the earlier to occur of (a) the date of the Issuer's next annual meeting of stockholders or (b) June 14, 2024, in each case subject to the Reporting Person's continued service to the Issuer as a non-employee director through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an equal number of restricted stock unit ("RSU") award granted to the Reporting Person pursuant to the Issuer's non-employee director compensation policy and subject to time-based vesting. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs fully vest on the earlier to occur of (a) the date of the Issuer's next annual meeting of stockholders or (b) June 14, 2024, in each case subject to the Reporting Person's continued service to the Issuer as a non-employee director through the applicable vesting date.
Roblox Corp
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 18,927 |
Reported balance
After 2026-08-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-20 · Other · Disposed 1,296 · Balance 18,927 F1: In connection with the vesting on August 20, 2026, of Restricted Stock Units ("RSUs") previously granted to the Reporting Person, the Reporting Person's receipt of 1,296 shares of Class A Common Stock was deferred, resulting in the Reporting Person's receipt instead of 1,296 shares of phantom stock pursuant to the Issuer's deferred compensation plan. The Reporting Person is therefore reporting the disposition of 1,296 shares of Class A Common Stock in exchange for an equal number of shares of phantom stock. F2: A portion of these securities are Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 1,296 |
Reported balance
After 2026-08-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-20 · Other · Acquired 1,296 · Balance 1,296 F3: Each share of phantom stock represents a right to receive one share of Class A common stock. F1: In connection with the vesting on August 20, 2026, of Restricted Stock Units ("RSUs") previously granted to the Reporting Person, the Reporting Person's receipt of 1,296 shares of Class A Common Stock was deferred, resulting in the Reporting Person's receipt instead of 1,296 shares of phantom stock pursuant to the Issuer's deferred compensation plan. The Reporting Person is therefore reporting the disposition of 1,296 shares of Class A Common Stock in exchange for an equal number of shares of phantom stock. F4: The phantom stock becomes payable in one lump sum payment upon separation from service. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the vesting on August 20, 2026, of Restricted Stock Units ("RSUs") previously granted to the Reporting Person, the Reporting Person's receipt of 1,296 shares of Class A Common Stock was deferred, resulting in the Reporting Person's receipt instead of 1,296 shares of phantom stock pursuant to the Issuer's deferred compensation plan. The Reporting Person is therefore reporting the disposition of 1,296 shares of Class A Common Stock in exchange for an equal number of shares of phantom stock.
F2: A portion of these securities are Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F3: Each share of phantom stock represents a right to receive one share of Class A common stock.
F4: The phantom stock becomes payable in one lump sum payment upon separation from service.
WEALTHFRONT CORP
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 670,163 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Exercise / conversion · Acquired 23,544 · Balance 670,163 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 23,544 |
Reported balance
After 2026-09-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-15 · Exercise / conversion · Disposed 23,544 · Balance 23,544 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F2: The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 15, 2023. F3: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.
F2: The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 15, 2023.
F3: These restricted stock units do not expire; they either vest or are cancelled prior to the 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 |
|---|---|---|---|---|---|---|
| July 25, 2003 Filed Jul 29, 2003 23:48 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 15,000 | $7.93 | $118,950.00 |
DisclosureSEC source: 0001217831-03-000061 · edgar.xml · nonDerivative · entry 1 KILAR JASON · CIK 0001239764 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.