Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GREEN DOT CORPGDOT · Entity 5163 | Director | May 26, 2021 | May 28, 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.
GREEN DOT CORP
Report date May 26, 2021 · Filed May 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy YKA Partners, LLC | 0 |
Last balance in matching sequence
After 2021-05-18 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-03-04 · Gift · Disposed 20,000 · Balance 60,000 F1: The reporting person is the sole manager and beneficial owner of YKA Partners, LLC. Row 2 · 2021-05-18 · Gift · Disposed 60,000 · Balance 0 F1: The reporting person is the sole manager and beneficial owner of YKA Partners, LLC. |
| Class A Common StockSEC Table I · non-derivative | Direct | 4,138 |
Reported balance
After 2021-05-26 transaction · row 3
1 source rowRow 3 · 2021-05-26 · Grant · Acquired 1,000 · Balance 4,138 F2: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the date of the 2021 annual stockholders meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is the sole manager and beneficial owner of YKA Partners, LLC.
F2: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the date of the 2021 annual stockholders meeting.
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 |
|---|---|---|---|---|---|---|
| May 26, 2021 Filed May 28, 2021 17:06 UTC | GREEN DOT CORP GDOT · Entity 5163 | GrantClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036581 · doc4.xml · nonDerivative · entry 3 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,138 F2 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the date of the 2021 annual stockholders meeting. Read SEC document |
| May 18, 2021 Filed May 28, 2021 17:06 UTC | GREEN DOT CORP GDOT · Entity 5163 | GiftClass A Common Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036581 · doc4.xml · nonDerivative · entry 2 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By YKA Partners, LLC Disclosed balance after: 0 F1 · ownership.nature: The reporting person is the sole manager and beneficial owner of YKA Partners, LLC. Read SEC document |
| March 04, 2021 Filed May 28, 2021 17:06 UTC | GREEN DOT CORP GDOT · Entity 5163 | GiftClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036581 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By YKA Partners, LLC Disclosed balance after: 60,000 F1 · ownership.nature: The reporting person is the sole manager and beneficial owner of YKA Partners, LLC. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 21:27 UTC | GREEN DOT CORP GDOT · Entity 5163 | GiftClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047385 · doc4.xml · nonDerivative · entry 2 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By YKA Partners, LLC Disclosed balance after: 80,000 F2 · ownership.nature: The reporting person is the sole manager and beneficial owner of YKA Partners, LLC. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 21:27 UTC | GREEN DOT CORP GDOT · Entity 5163 | GiftClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047385 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By YKA Partners, LLC Disclosed balance after: 85,000 F1 · balance_after: Previously 20,563 shares were transferred from the reporting person to YKA Partners, LLC for no consideration, which resulted in YKA Partners, LLC holding 100,000 shares prior to this transaction. F2 · ownership.nature: The reporting person is the sole manager and beneficial owner of YKA Partners, LLC. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 19:03 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 20,563 | $51.60 | $1,061,093.98 |
DisclosureSEC source: 0001209191-20-046464 · doc4.xml · nonDerivative · entry 2 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By YKA Partners Ltd. Disclosed balance after: 79,437 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.11 to $52.10 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. F3 · ownership.nature: The reporting person is the agent of the general partner of YKA Partners Ltd. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 19:03 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 4,314 | $51.61 | $222,628.72 |
DisclosureSEC source: 0001209191-20-046464 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,701 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.03 to $52.03 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 20:25 UTC | GREEN DOT CORP GDOT · Entity 5163 | GrantClass A Common Stock | 3,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-036156 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,015 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the earlier of (i) the first anniversary of the date of grant or (ii) the date of the 2021 annual stockholders meeting. Read SEC document |
| May 23, 2019 Filed May 24, 2019 16:41 UTC | GREEN DOT CORP GDOT · Entity 5163 | GrantClass A Common Stock | 2,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032738 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,877 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the date of the 2020 annual stockholders meeting. Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 18:33 UTC | GREEN DOT CORP GDOT · Entity 5163 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 4,484 | $0.00 Strike: $35.84 | $0.00 |
DisclosureSEC source: 0001209191-18-048742 · doc4.xml · derivative · entry 11 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,484 shares Expires 2021-06-02 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 |
| August 24, 2018 Filed Aug 28, 2018 18:33 UTC | GREEN DOT CORP GDOT · Entity 5163 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 7,820 | $0.00 Strike: $21.65 | $0.00 |
DisclosureSEC source: 0001209191-18-048742 · doc4.xml · derivative · entry 10 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,820 shares Expires 2022-05-24 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 |
| August 24, 2018 Filed Aug 28, 2018 18:33 UTC | GREEN DOT CORP GDOT · Entity 5163 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 10,025 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001209191-18-048742 · doc4.xml · derivative · entry 9 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,025 shares Expires 2023-05-22 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 |
| August 24, 2018 Filed Aug 28, 2018 18:33 UTC | GREEN DOT CORP GDOT · Entity 5163 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 8,952 | $0.00 Strike: $17.89 | $0.00 |
DisclosureSEC source: 0001209191-18-048742 · doc4.xml · derivative · entry 8 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 8,952 shares Expires 2024-05-21 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 |
| August 24, 2018 Filed Aug 28, 2018 18:33 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 3,302 | $86.28 | $284,892.93 |
DisclosureSEC source: 0001209191-18-048742 · doc4.xml · nonDerivative · entry 6 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,299 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.245 to $86.57 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 18:33 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 27,979 | $85.63 | $2,395,880.94 |
DisclosureSEC source: 0001209191-18-048742 · doc4.xml · nonDerivative · entry 5 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,601 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.24 to $86.22 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 18:33 UTC | GREEN DOT CORP GDOT · Entity 5163 | Exercise / conversionClass A Common Stock | 4,484 | $35.84 | $160,706.56 |
DisclosureSEC source: 0001209191-18-048742 · doc4.xml · nonDerivative · entry 4 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,580 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 |
| August 24, 2018 Filed Aug 28, 2018 18:33 UTC | GREEN DOT CORP GDOT · Entity 5163 | Exercise / conversionClass A Common Stock | 7,820 | $21.65 | $169,303.00 |
DisclosureSEC source: 0001209191-18-048742 · doc4.xml · nonDerivative · entry 3 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,096 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 |
| August 24, 2018 Filed Aug 28, 2018 18:33 UTC | GREEN DOT CORP GDOT · Entity 5163 | Exercise / conversionClass A Common Stock | 10,025 | $18.24 | $182,856.00 |
DisclosureSEC source: 0001209191-18-048742 · doc4.xml · nonDerivative · entry 2 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,276 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 |
| August 24, 2018 Filed Aug 28, 2018 18:33 UTC | GREEN DOT CORP GDOT · Entity 5163 | Exercise / conversionClass A Common Stock | 8,952 | $17.89 | $160,151.28 |
DisclosureSEC source: 0001209191-18-048742 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,251 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 |
| May 31, 2018 Filed Jun 5, 2018 16:43 UTC | GREEN DOT CORP GDOT · Entity 5163 | GiftClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-035732 · doc4.xml · nonDerivative · entry 2 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By YKA Partners Ltd. Disclosed balance after: 100,000 F1 · ownership.nature: The reporting person is the agent of the general partner of YKA Partners Ltd. Read SEC document |
| May 30, 2018 Filed Jun 5, 2018 16:43 UTC | GREEN DOT CORP GDOT · Entity 5163 | GiftClass A Common Stock | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-035732 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By YKA Partners Ltd. Disclosed balance after: 115,000 F1 · ownership.nature: The reporting person is the agent of the general partner of YKA Partners Ltd. Read SEC document |
| May 24, 2018 Filed May 29, 2018 16:16 UTC | GREEN DOT CORP GDOT · Entity 5163 | GrantClass A Common Stock | 1,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033798 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,299 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the date of the 2019 annual stockholders meeting. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 19:14 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 10,000 | $49.54 | $495,434.00 |
DisclosureSEC source: 0001209191-17-055458 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By YKA Partners, LLC Disclosed balance after: 160,000 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 15, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.2700 to $49.8800 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. F3 · ownership.nature: The reporting person is the agent of the general partner of YKA Partners, LLC. Read SEC document |
| September 01, 2017 Filed Sep 1, 2017 18:37 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 10,000 | $48.28 | $482,800.00 |
DisclosureSEC source: 0001209191-17-051096 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By YKA Partners, LLC Disclosed balance after: 170,000 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 15, 2017. F2 · ownership.nature: The reporting person is the agent of the general partner of YKA Partners, LLC. Read SEC document |
| August 24, 2017 Filed Aug 25, 2017 17:04 UTC | GREEN DOT CORP GDOT · Entity 5163 | GrantClass A Common Stock | 421 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-050313 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,563 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the date of the 2018 annual stockholders meeting. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:10 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 10,000 | $39.90 | $398,969.00 |
DisclosureSEC source: 0001209191-17-047606 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By YKA Partners, LLC Disclosed balance after: 180,000 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 15, 2017. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $39.52 to $40.34. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. F3 · ownership.nature: The reporting person is the agent of the general partner of YKA Partners, LLC. Read SEC document |
| July 14, 2017 Filed Jul 14, 2017 18:30 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 3,046 | $40.01 | $121,860.41 |
DisclosureSEC source: 0001209191-17-045249 · doc4.xml · nonDerivative · entry 3 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By YKA Partners, LLC Disclosed balance after: 190,000 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 15, 2017. F4 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $40.00 to $40.02. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. F3 · ownership.nature: The reporting person is the agent of the general partner of YKA Partners, LLC. Read SEC document |
| July 13, 2017 Filed Jul 14, 2017 18:30 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 100 | $40.00 | $4,000.00 |
DisclosureSEC source: 0001209191-17-045249 · doc4.xml · nonDerivative · entry 2 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By YKA Partners, LLC Disclosed balance after: 193,046 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 15, 2017. F3 · ownership.nature: The reporting person is the agent of the general partner of YKA Partners, LLC. Read SEC document |
| July 12, 2017 Filed Jul 14, 2017 18:30 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 6,854 | $40.01 | $274,203.87 |
DisclosureSEC source: 0001209191-17-045249 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By YKA Partners, LLC Disclosed balance after: 193,146 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 15, 2017. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $40.00 to $40.05. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. F3 · ownership.nature: The reporting person is the agent of the general partner of YKA Partners, LLC. Read SEC document |
| May 25, 2017 Filed May 30, 2017 17:59 UTC | GREEN DOT CORP GDOT · Entity 5163 | GrantClass A Common Stock | 2,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-036217 · doc4.xml · nonDerivative · entry 1 Aldrich Kenneth C · CIK 0001383016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,142 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the date of the 2018 annual stockholders meeting. 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.