Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AT&T INC.T · Entity 1012 | Chief Marketing & Growth Ofcr | January 29, 2026 | February 20, 2026 |
| Invitation Homes Inc.INVH · Entity 3304 | Director | May 07, 2026 | May 11, 2026 |
| SHIFT TECHNOLOGIES, INC.SFT · Entity 108083 | Director | July 13, 2022 | July 18, 2022 |
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.
AT&T INC.
Report date January 29, 2026 · Filed February 20, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 62,574.4202 |
Reported balance
After 2026-01-29 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-01-29 · Tax withholding · Disposed 39,725.5798 · Balance 62,574.4202 F1: Revised to reflect shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 21,275 |
Reported balance
After 2026-01-29 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2026-01-29 · Disposition to issuer · Disposed 41,299.4202 · Balance 21,275 F2: Revised to reflect shares distributed as a result of re-calculation of taxes. Represents performance shares distributed in cash, after taxes. |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 0 |
Reported balance
After 2026-01-29 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2026-01-29 · Disposition to issuer · Disposed 21,275 · Balance 0 F3: Revised to reflect shares distributed as a result of re-calculation of taxes. Represents performance shares distributed in issuer's shares, after taxes. F4: Each performance share is equivalent in value to a share of common stock. |
| Common StockSEC Table I · non-derivative | Direct | 227,978 |
Reported balance
Holding disclosure · report date 2026-01-29 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance 227,978 F5: Revised to reflect transfer of 21,275 shares owned indirectly by benefit plan to direct ownership due to distribution of performance shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Revised to reflect shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares.
F2: Revised to reflect shares distributed as a result of re-calculation of taxes. Represents performance shares distributed in cash, after taxes.
F3: Revised to reflect shares distributed as a result of re-calculation of taxes. Represents performance shares distributed in issuer's shares, after taxes.
F4: Each performance share is equivalent in value to a share of common stock.
F5: Revised to reflect transfer of 21,275 shares owned indirectly by benefit plan to direct ownership due to distribution of performance shares.
Invitation Homes Inc.
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,143 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 6,559 · Balance 12,143 F1: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date.
SHIFT TECHNOLOGIES, INC.
Report date July 13, 2022 · Filed July 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 112,874 |
Reported balance
After 2022-07-13 transaction · row 1
1 source rowRow 1 · 2022-07-13 · Grant · Acquired 93,167 · Balance 112,874 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share of Shift Technologies, Inc. (the "Company"). F2: The RSUs vest on July 13, 2023, subject to continued service with the Company or an affiliate of the Company. Vested RSUs will be settled during the first open trading window of the Company following the date of vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share of Shift Technologies, Inc. (the "Company").
F2: The RSUs vest on July 13, 2023, subject to continued service with the Company or an affiliate of the Company. Vested RSUs will be settled during the first open trading window of the Company following the date of vesting.
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 |
|---|---|---|---|---|---|---|
| August 17, 2021 Filed Aug 18, 2021 15:37 UTC | SHIFT TECHNOLOGIES, INC. SFT · Entity 108083 | GrantClass A Common Stock | 7,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001762322-21-000044 · wf-form4_162931541226113.xml · nonDerivative · entry 1 Smith Kenny Kellyn · CIK 0001829593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,707 F1 · kind: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share of Shift Technologies, Inc. (the "Company"). F2 · shares: The RSUs vest on June 8, 2022, subject to continued service with the Company or an affiliate of the Company. Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 17:10 UTC | SHIFT TECHNOLOGIES, INC. SFT · Entity 108083 | GrantRestricted Stock Units · Derivative | 11,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-006502 · ownership.xml · derivative · entry 1 Smith Kenny Kellyn · CIK 0001829593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,763 Underlying: Class A Common Stock · 11,763 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A common stock, par value $0.001 per share, of Shift Technologies, Inc. (the "Company"). F2 · derivative.exercise_date: The RSUs vest on October 13, 2021, subject to continued service with the Company or an affiliate of the Company. Vested RSUs will be settled during the first open trading window of the Company following December 31, 2021. F2 · derivative.expiration_date: The RSUs vest on October 13, 2021, subject to continued service with the Company or an affiliate of the Company. Vested RSUs will be settled during the first open trading window of the Company following December 31, 2021. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 19:13 UTC Amendment | SHIFT TECHNOLOGIES, INC. SFT · Entity 108083 | GrantClass A Common Stock | 11,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-006864 · ownership.xml · nonDerivative · entry 1 Smith Kenny Kellyn · CIK 0001829593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,763 F1 · kind: Represents a grant of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share, of Shift Technologies, Inc. (the "Company"). These RSUs were reported in Table II in the original Form 4 filing. This amendment is being filed to report these RSUs in Table I. F2 · shares: The RSUs vest on October 13, 2021, subject to continued service with the Company or an affiliate of the Company. 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.