Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Appreciate Holdings, Inc.PTICU · Entity 108242 | Director | December 03, 2020 | December 03, 2020 |
| Porch Group, Inc.PRCH · Entity 4527 | Director | June 09, 2021 | June 11, 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.
Appreciate Holdings, Inc.
Report date December 03, 2020 · Filed December 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-12-03 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the registrant's registration statement on Form S-1 (File No. 333-249477) under the heading "Description of Securities--Founder Shares", the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis subject to certain adjustments and have no expiration date. F2: The reporting person also has an indirect pecuniary interest in shares of Class B common stock of the registrant through her membership interest in HC PropTech Partners II LLC, over which the reporting person does not have voting or dispositive control. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the registrant's registration statement on Form S-1 (File No. 333-249477) under the heading "Description of Securities--Founder Shares", the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis subject to certain adjustments and have no expiration date.
F2: The reporting person also has an indirect pecuniary interest in shares of Class B common stock of the registrant through her membership interest in HC PropTech Partners II LLC, over which the reporting person does not have voting or dispositive control.
Porch Group, Inc.
Report date June 09, 2021 · Filed June 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,230 |
Ending reported balance
After 2021-06-09 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-06-09 · Grant · Acquired 4,641 · Balance 40,323 F1: Represents an annual grant of restricted stock units ("RSUs") for Board and Committee service under the Porch Group, Inc. Non-Employee Director Compensation Policy. Each RSU represents a right to receive one share of Porch Group, Inc. (the "Company") common stock upon vesting. The shares underlying the RSUs will vest on the one-year anniversary of the grant date ("Annual Grant Vesting Date"), subject to the reporting person remaining a member of the Company's board of directors through the Annual Grant Vesting Date. The shares underlying the RSUs shall have resale restrictions pursuant to which two-thirds of the vested shares underlying the RSUs may not be sold after the Annual Grant Vesting Date. The resale restrictions expire in equal increments on the first and second anniversaries of the Annual Grant Vesting Date. Row 2 · 2021-06-09 · Grant · Acquired 459 · Balance 40,782 F2: Represents a pro rata annual grant (from December 23, 2021 through the date of the Company's 2021 annual meeting of stockholders (the "Annual Meeting")) of RSUs for Committee service under the Porch Group, Inc. Non-Employee Director Compensation Policy. Each RSU represents a right to receive one share of the Company's common stock upon vesting. The shares underlying the RSUs were immediately vested on the grant date ("Pro-Rata Grant Vesting Date"). The shares underlying the RSUs shall have resale restrictions pursuant to which two-thirds of the vested shares underlying the RSUs may not be sold after the Pro-Rata Grant Vesting Date. The resale restrictions expire in equal increments on the first and second anniversaries of the Pro-Rata Grant Vesting Date. Row 3 · 2021-06-09 · Exercise / conversion · Acquired 2,448 · Balance 43,230 F3: Previously issued RSUs granted for Board and Committee service under the Porch Group, Inc. Non-Employee Director Compensation Policy converted into common stock on a one-for-one basis. |
| Restricted Stock Units (RSU)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-06-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-06-09 · Exercise / conversion · Disposed 2,448 · Balance 0 F3: Previously issued RSUs granted for Board and Committee service under the Porch Group, Inc. Non-Employee Director Compensation Policy converted into common stock on a one-for-one basis. F4: On March 23, 2021, the reporting person was granted 2,448 RSUs which vested on the date of the Annual Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual grant of restricted stock units ("RSUs") for Board and Committee service under the Porch Group, Inc. Non-Employee Director Compensation Policy. Each RSU represents a right to receive one share of Porch Group, Inc. (the "Company") common stock upon vesting. The shares underlying the RSUs will vest on the one-year anniversary of the grant date ("Annual Grant Vesting Date"), subject to the reporting person remaining a member of the Company's board of directors through the Annual Grant Vesting Date. The shares underlying the RSUs shall have resale restrictions pursuant to which two-thirds of the vested shares underlying the RSUs may not be sold after the Annual Grant Vesting Date. The resale restrictions expire in equal increments on the first and second anniversaries of the Annual Grant Vesting Date.
F2: Represents a pro rata annual grant (from December 23, 2021 through the date of the Company's 2021 annual meeting of stockholders (the "Annual Meeting")) of RSUs for Committee service under the Porch Group, Inc. Non-Employee Director Compensation Policy. Each RSU represents a right to receive one share of the Company's common stock upon vesting. The shares underlying the RSUs were immediately vested on the grant date ("Pro-Rata Grant Vesting Date"). The shares underlying the RSUs shall have resale restrictions pursuant to which two-thirds of the vested shares underlying the RSUs may not be sold after the Pro-Rata Grant Vesting Date. The resale restrictions expire in equal increments on the first and second anniversaries of the Pro-Rata Grant Vesting Date.
F3: Previously issued RSUs granted for Board and Committee service under the Porch Group, Inc. Non-Employee Director Compensation Policy converted into common stock on a one-for-one basis.
F4: On March 23, 2021, the reporting person was granted 2,448 RSUs which vested on the date of the Annual Meeting.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
QXO Insulation, LLC
Report date April 29, 2019 · Filed May 14, 2019
Section 16 reporting ended · disclosed 2019-05-14. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 09, 2021 Filed Jun 11, 2021 16:08 UTC | Porch Group, Inc. PRCH · Entity 4527 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 2,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-080116 · tm21194221d7_4seq1.xml · derivative · entry 4 Whelan Margaret M. · CIK 0001645968 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,448 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: Previously issued RSUs granted for Board and Committee service under the Porch Group, Inc. Non-Employee Director Compensation Policy converted into common stock on a one-for-one basis. F4 · derivative.exercise_date: On March 23, 2021, the reporting person was granted 2,448 RSUs which vested on the date of the Annual Meeting. F4 · derivative.expiration_date: On March 23, 2021, the reporting person was granted 2,448 RSUs which vested on the date of the Annual Meeting. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 16:08 UTC | Porch Group, Inc. PRCH · Entity 4527 | Exercise / conversionCommon Stock | 2,448 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-080116 · tm21194221d7_4seq1.xml · nonDerivative · entry 3 Whelan Margaret M. · CIK 0001645968 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,230 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 · price: Previously issued RSUs granted for Board and Committee service under the Porch Group, Inc. Non-Employee Director Compensation Policy converted into common stock on a one-for-one basis. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 16:08 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantCommon Stock | 459 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-080116 · tm21194221d7_4seq1.xml · nonDerivative · entry 2 Whelan Margaret M. · CIK 0001645968 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,782 F2 · shares: Represents a pro rata annual grant (from December 23, 2021 through the date of the Company's 2021 annual meeting of stockholders (the "Annual Meeting")) of RSUs for Committee service under the Porch Group, Inc. Non-Employee Director Compensation Policy. Each RSU represents a right to receive one share of the Company's common stock upon vesting. The shares underlying the RSUs were immediately vested on the grant date ("Pro-Rata Grant Vesting Date"). The shares underlying the RSUs shall have resale restrictions pursuant to which two-thirds of the vested shares underlying the RSUs may not be sold after the Pro-Rata Grant Vesting Date. The resale restrictions expire in equal increments on the first and second anniversaries of the Pro-Rata Grant Vesting Date. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 16:08 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantCommon Stock | 4,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-080116 · tm21194221d7_4seq1.xml · nonDerivative · entry 1 Whelan Margaret M. · CIK 0001645968 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,323 F1 · shares: Represents an annual grant of restricted stock units ("RSUs") for Board and Committee service under the Porch Group, Inc. Non-Employee Director Compensation Policy. Each RSU represents a right to receive one share of Porch Group, Inc. (the "Company") common stock upon vesting. The shares underlying the RSUs will vest on the one-year anniversary of the grant date ("Annual Grant Vesting Date"), subject to the reporting person remaining a member of the Company's board of directors through the Annual Grant Vesting Date. The shares underlying the RSUs shall have resale restrictions pursuant to which two-thirds of the vested shares underlying the RSUs may not be sold after the Annual Grant Vesting Date. The resale restrictions expire in equal increments on the first and second anniversaries of the Annual Grant Vesting Date. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 16:56 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantRestricted Stock Units · Derivative | 2,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-010023 · form4.xml · derivative · entry 1 Whelan Margaret M. · CIK 0001645968 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,448 Underlying: Common Stock · 2,448 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Porch Group, Inc. (the "Issuer") common stock. F2 · derivative.exercise_date: This restricted stock unit award vests 100% as of the date of the Issuer's 2021 Annual Meeting of Stockholders. F2 · derivative.expiration_date: This restricted stock unit award vests 100% as of the date of the Issuer's 2021 Annual Meeting of Stockholders. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | OtherWarrants · Derivative | 25,000 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0001140361-20-029849 · form4.xml · derivative · entry 4 Whelan Margaret M. · CIK 0001645968 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2025-12-23 F2 · kind: Represents the receipt of the Reporting Person's pro rata distribution of the shares of Common Stock and warrants of the Issuer held by HC PropTech Partners I LLC. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | Exercise / conversionClass B Common Stock · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-029849 · form4.xml · derivative · entry 3 Whelan Margaret M. · CIK 0001645968 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 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. F1 · derivative.exercise_price: As described in Porch Group Inc.'s ("Issuer") registration statement on Form S-1 (File No. 333-234512) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock of the Issuer were automatically converted into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. In connection with the closing of the registrant's initial business combination on December 23, 2020, the Issuer amended and restated its certificate of incorporation and all outstanding shares of Class A common stock were reclassified as shares of Common Stock of the Issuer. F1 · kind: As described in Porch Group Inc.'s ("Issuer") registration statement on Form S-1 (File No. 333-234512) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock of the Issuer were automatically converted into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. In connection with the closing of the registrant's initial business combination on December 23, 2020, the Issuer amended and restated its certificate of incorporation and all outstanding shares of Class A common stock were reclassified as shares of Common Stock of the Issuer. F1 · derivative.exercise_date: As described in Porch Group Inc.'s ("Issuer") registration statement on Form S-1 (File No. 333-234512) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock of the Issuer were automatically converted into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. In connection with the closing of the registrant's initial business combination on December 23, 2020, the Issuer amended and restated its certificate of incorporation and all outstanding shares of Class A common stock were reclassified as shares of Common Stock of the Issuer. F1 · derivative.expiration_date: As described in Porch Group Inc.'s ("Issuer") registration statement on Form S-1 (File No. 333-234512) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock of the Issuer were automatically converted into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. In connection with the closing of the registrant's initial business combination on December 23, 2020, the Issuer amended and restated its certificate of incorporation and all outstanding shares of Class A common stock were reclassified as shares of Common Stock of the Issuer. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | OtherCommon Stock | 10,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-029849 · form4.xml · nonDerivative · entry 2 Whelan Margaret M. · CIK 0001645968 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,682 F2 · kind: Represents the receipt of the Reporting Person's pro rata distribution of the shares of Common Stock and warrants of the Issuer held by HC PropTech Partners I LLC. F2 · price: Represents the receipt of the Reporting Person's pro rata distribution of the shares of Common Stock and warrants of the Issuer held by HC PropTech Partners I LLC. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | Exercise / conversionCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-029849 · form4.xml · nonDerivative · entry 1 Whelan Margaret M. · CIK 0001645968 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 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. F1 · kind: As described in Porch Group Inc.'s ("Issuer") registration statement on Form S-1 (File No. 333-234512) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock of the Issuer were automatically converted into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. In connection with the closing of the registrant's initial business combination on December 23, 2020, the Issuer amended and restated its certificate of incorporation and all outstanding shares of Class A common stock were reclassified as shares of Common Stock of the Issuer. F1 · price: As described in Porch Group Inc.'s ("Issuer") registration statement on Form S-1 (File No. 333-234512) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock of the Issuer were automatically converted into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. In connection with the closing of the registrant's initial business combination on December 23, 2020, the Issuer amended and restated its certificate of incorporation and all outstanding shares of Class A common stock were reclassified as shares of Common Stock of the Issuer. Read SEC document |
| April 30, 2018 Filed May 2, 2018 22:44 UTC | QXO Insulation, LLC BLD · Entity 33962 | GrantCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-029913 · a4.xml · nonDerivative · entry 1 Whelan Margaret M. · CIK 0001645968 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,800 Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:32 UTC | QXO Insulation, LLC BLD · Entity 33962 | GrantCommon Stock | 2,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-043591 · a4.xml · nonDerivative · entry 1 Whelan Margaret M. · CIK 0001645968 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,550 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.