Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARA Holdings, Inc.MARA · Entity 4054 | Director · Chief Financial Officer | May 04, 2020 | December 01, 2020 |
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.
MARA Holdings, Inc.
Report date May 04, 2020 · Filed December 01, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 137,574 |
Ending reported balance
After 2020-12-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-06-30 · Conversion · Acquired 72,309 · Balance 72,309 F3: 98,256 shares which vested net of 25,947 shares forfeited for tax purposes. Row 2 · 2020-09-30 · Conversion · Acquired 72,765 · Balance 145,074 F4: 98,256 shares which vested net of 25,491 shares forfeited for tax purposes. Row 3 · 2020-12-01 · Sale · Disposed 7,500 · Balance 137,574 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.04 · Expires 2024-08-12 | Direct | 0 |
Reported balance
After 2020-05-04 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-05-04 · Disposition to issuer · Disposed 50,000 · Balance 0 F1: Vesting fifty (50%) percent on the date of grant and twenty-five (25%) percent following on each six (6) months anniversary of the date of grant provided awardee is still eligible under the Company's 2018 Equity Incentive Plan subject to acceleration following a change of control. These were exchanged on 5/4/20 for an equivalent number of RSUs. |
| RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2021-05-04 | Direct | 393,023 |
Reported balance
After 2020-05-04 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-05-04 · Grant · Acquired 393,023 · Balance 393,023 F2: Vesting quarterly in equal amounts of 98,256 per quarter starting June 30, 2020. |
| RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2021-05-04 | Direct | 294,767 |
Reported balance
After 2020-06-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-06-30 · Disposition to issuer · Disposed 98,256 · Balance 294,767 F2: Vesting quarterly in equal amounts of 98,256 per quarter starting June 30, 2020. |
| RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2021-05-04 | Direct | 196,511 |
Reported balance
After 2020-09-30 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-09-30 · Disposition to issuer · Disposed 98,256 · Balance 196,511 F2: Vesting quarterly in equal amounts of 98,256 per quarter starting June 30, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting fifty (50%) percent on the date of grant and twenty-five (25%) percent following on each six (6) months anniversary of the date of grant provided awardee is still eligible under the Company's 2018 Equity Incentive Plan subject to acceleration following a change of control. These were exchanged on 5/4/20 for an equivalent number of RSUs.
F2: Vesting quarterly in equal amounts of 98,256 per quarter starting June 30, 2020.
F3: 98,256 shares which vested net of 25,947 shares forfeited for tax purposes.
F4: 98,256 shares which vested net of 25,491 shares forfeited for tax purposes.
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 |
|---|---|---|---|---|---|---|
| December 01, 2020 Filed Dec 1, 2020 20:44 UTC | MARA Holdings, Inc. MARA · Entity 4054 | SaleCommon Stock | 7,500 | $6.15 | $46,092.00 |
DisclosureSEC source: 0001493152-20-022795 · ownership.xml · nonDerivative · entry 3 LIEBERMAN DAVID PHILIP · CIK 0001295471 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,574 Read SEC document |
| September 30, 2020 Filed Dec 1, 2020 20:44 UTC | MARA Holdings, Inc. MARA · Entity 4054 | Disposition to issuerRSUs · Derivative | 98,256 | $1.96 Strike: $0.00 | $192,581.76 |
DisclosureSEC source: 0001493152-20-022795 · ownership.xml · derivative · entry 7 LIEBERMAN DAVID PHILIP · CIK 0001295471 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,511 Underlying: Common · 98,256 shares Expires 2021-05-04 F2 · derivative.exercise_date: Vesting quarterly in equal amounts of 98,256 per quarter starting June 30, 2020. Read SEC document |
| September 30, 2020 Filed Dec 1, 2020 20:44 UTC | MARA Holdings, Inc. MARA · Entity 4054 | ConversionCommon Stock | 72,765 | $1.96 | $142,619.40 |
DisclosureSEC source: 0001493152-20-022795 · ownership.xml · nonDerivative · entry 2 LIEBERMAN DAVID PHILIP · CIK 0001295471 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,074 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. F4 · shares: 98,256 shares which vested net of 25,491 shares forfeited for tax purposes. Read SEC document |
| June 30, 2020 Filed Dec 1, 2020 20:44 UTC | MARA Holdings, Inc. MARA · Entity 4054 | Disposition to issuerRSUs · Derivative | 98,256 | $0.91 Strike: $0.00 | $89,412.96 |
DisclosureSEC source: 0001493152-20-022795 · ownership.xml · derivative · entry 6 LIEBERMAN DAVID PHILIP · CIK 0001295471 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,767 Underlying: Common · 98,256 shares Expires 2021-05-04 F2 · derivative.exercise_date: Vesting quarterly in equal amounts of 98,256 per quarter starting June 30, 2020. Read SEC document |
| June 30, 2020 Filed Dec 1, 2020 20:44 UTC | MARA Holdings, Inc. MARA · Entity 4054 | ConversionCommon Stock | 72,309 | $0.91 | $65,801.19 |
DisclosureSEC source: 0001493152-20-022795 · ownership.xml · nonDerivative · entry 1 LIEBERMAN DAVID PHILIP · CIK 0001295471 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,309 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 · shares: 98,256 shares which vested net of 25,947 shares forfeited for tax purposes. Read SEC document |
| May 04, 2020 Filed Dec 1, 2020 20:44 UTC | MARA Holdings, Inc. MARA · Entity 4054 | GrantRSUs · Derivative | 393,023 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-022795 · ownership.xml · derivative · entry 5 LIEBERMAN DAVID PHILIP · CIK 0001295471 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,023 Underlying: Common · 393,023 shares Expires 2021-05-04 F2 · derivative.exercise_date: Vesting quarterly in equal amounts of 98,256 per quarter starting June 30, 2020. Read SEC document |
| May 04, 2020 Filed Dec 1, 2020 20:44 UTC | MARA Holdings, Inc. MARA · Entity 4054 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $2.04 | $0.00 |
DisclosureSEC source: 0001493152-20-022795 · ownership.xml · derivative · entry 4 LIEBERMAN DAVID PHILIP · CIK 0001295471 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 50,000 shares Expires 2024-08-12 F1 · derivative.exercise_date: Vesting fifty (50%) percent on the date of grant and twenty-five (25%) percent following on each six (6) months anniversary of the date of grant provided awardee is still eligible under the Company's 2018 Equity Incentive Plan subject to acceleration following a change of control. These were exchanged on 5/4/20 for an equivalent number of RSUs. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 17:00 UTC | MARA Holdings, Inc. MARA · Entity 4054 | GrantEmployee Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $2.04 | $0.00 |
DisclosureSEC source: 0001493152-19-012619 · ownership.xml · derivative · entry 1 LIEBERMAN DAVID PHILIP · CIK 0001295471 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common · 50,000 shares Expires 2024-08-12 F1 · derivative.exercise_date: Vesting fifty (50%) percent on the date of grant and twenty-five (25%) percent following on each six (6) months anniversary of the date of grant provided awardee is still eligible under the Company's 2018 Equity Incentive Plan subject to acceleration following a change of control. Read SEC document |
| October 12, 2018 Filed Oct 16, 2018 18:01 UTC | MARA Holdings, Inc. MARA · Entity 4054 | GrantEmployee Stock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $0.58 | $0.00 |
DisclosureSEC source: 0001493152-18-014568 · ownership.xml · derivative · entry 1 LIEBERMAN DAVID PHILIP · CIK 0001295471 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common · 200,000 shares Expires 2028-10-12 F1 · derivative.exercise_date: Vesting fifty (50%) percent on the date of grant and twenty-five (25%) percent following on each six (6) months anniversary of the date of grant provided awardee is still eligible under the Compay's 2018 Equity Incentive Plan subject to acceleration following a change of control. Read SEC document |
| September 29, 2017 Filed Oct 16, 2018 18:00 UTC | MARA Holdings, Inc. MARA · Entity 4054 | GrantCommon Stock | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-18-014567 · ownership.xml · nonDerivative · entry 1 LIEBERMAN DAVID PHILIP · CIK 0001295471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 F1 · balance_after: On October 30, 2017, the Issuer effected a 1-for-4 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 have been adjusted to reflect the Reverse Stock Split. F2 · balance_after: The restricted common stock granted shall vest and become exercisable in 1/36th increments each month over a three year period commencing on the first month from the date of grant. Upon the occurrence of a change in control, the restricted common stock shall vest and become exercisable immediately. 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.