Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Block, Inc.XYZ · Entity 3041 | Director · Block Head and Chairperson · 10% owner | May 30, 2025 | June 03, 2025 |
| TWDC Enterprises 18 Corp.DIS · Entity 15738 | Director | December 31, 2017 | January 03, 2018 |
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.
Block, Inc.
Report date May 30, 2025 · Filed June 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2025-05-30 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2025-05-30 · Gift · Disposed 2,391 · Balance 0 F1: Since the date of the Reporting Person's last Form 4 filing, a total of 1,000,000 shares of Class A Common Stock previously held of record by the Jack Dorsey 2022 Annuity Trust, a grantor retained annuity trust for which the Reporting Person served as Co-Trustee (the "2022 Trust"), were transferred to and/or among (i) the Jack Dorsey Revocable Trust u/a/d 12/8/10, for which the Reporting Person serves as a Trustee (the "2010 Trust"), (ii) the Jack Dorsey and A7P Trust Company Inc Tr UA 05/26/2023, for which the Reporting Person serves as Trustee (the "2023 Trust"), (iii) the Jack Dorsey and A7P Trust Company Inc Tr UA 05/28/2024, for which the Reporting Person serves as Trustee (the "2024 Trust"), and (iv) the Jack Dorsey and A7P Trust Company Inc as Co-Trustees, Dated May 28, 2025, for which the Reporting Person serves as Trustee (the "2025 Trust") (continued at footnote 2 below). F2: None of such transfers resulted in a change in beneficial ownership. In addition, a portion of such shares were transferred from the 2023 Trust to a trust in which the Reporting Person may be deemed to have a pecuniary interest. Following the transfers described in footnotes 1 and 2, no shares were held by the 2022 Trust or the 2023 Trust. F3: The shares are held of record by the 2023 Trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 2,391 |
Reported balance
After 2025-05-30 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2025-05-30 · Gift · Acquired 2,391 · Balance 2,391 F4: The shares are held of record by a trust in which the Reporting Person may be deemed to have a pecuniary interest. The Reporting Person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 287,155 |
Reported balance
Holding disclosure · report date 2025-05-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 287,155 F1: Since the date of the Reporting Person's last Form 4 filing, a total of 1,000,000 shares of Class A Common Stock previously held of record by the Jack Dorsey 2022 Annuity Trust, a grantor retained annuity trust for which the Reporting Person served as Co-Trustee (the "2022 Trust"), were transferred to and/or among (i) the Jack Dorsey Revocable Trust u/a/d 12/8/10, for which the Reporting Person serves as a Trustee (the "2010 Trust"), (ii) the Jack Dorsey and A7P Trust Company Inc Tr UA 05/26/2023, for which the Reporting Person serves as Trustee (the "2023 Trust"), (iii) the Jack Dorsey and A7P Trust Company Inc Tr UA 05/28/2024, for which the Reporting Person serves as Trustee (the "2024 Trust"), and (iv) the Jack Dorsey and A7P Trust Company Inc as Co-Trustees, Dated May 28, 2025, for which the Reporting Person serves as Trustee (the "2025 Trust") (continued at footnote 2 below). F2: None of such transfers resulted in a change in beneficial ownership. In addition, a portion of such shares were transferred from the 2023 Trust to a trust in which the Reporting Person may be deemed to have a pecuniary interest. Following the transfers described in footnotes 1 and 2, no shares were held by the 2022 Trust or the 2023 Trust. F5: The shares are held of record by the 2024 Trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 710,454 |
Reported balance
Holding disclosure · report date 2025-05-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 710,454 F1: Since the date of the Reporting Person's last Form 4 filing, a total of 1,000,000 shares of Class A Common Stock previously held of record by the Jack Dorsey 2022 Annuity Trust, a grantor retained annuity trust for which the Reporting Person served as Co-Trustee (the "2022 Trust"), were transferred to and/or among (i) the Jack Dorsey Revocable Trust u/a/d 12/8/10, for which the Reporting Person serves as a Trustee (the "2010 Trust"), (ii) the Jack Dorsey and A7P Trust Company Inc Tr UA 05/26/2023, for which the Reporting Person serves as Trustee (the "2023 Trust"), (iii) the Jack Dorsey and A7P Trust Company Inc Tr UA 05/28/2024, for which the Reporting Person serves as Trustee (the "2024 Trust"), and (iv) the Jack Dorsey and A7P Trust Company Inc as Co-Trustees, Dated May 28, 2025, for which the Reporting Person serves as Trustee (the "2025 Trust") (continued at footnote 2 below). F2: None of such transfers resulted in a change in beneficial ownership. In addition, a portion of such shares were transferred from the 2023 Trust to a trust in which the Reporting Person may be deemed to have a pecuniary interest. Following the transfers described in footnotes 1 and 2, no shares were held by the 2022 Trust or the 2023 Trust. F6: The shares are held of record by the 2025 Trust. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee Footnote | 35,763,992 |
Reported balance
Holding disclosure · report date 2025-05-30 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 35,763,992 F7: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F8: The shares are held of record by the 2010 Trust. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee Footnote | 12,080,574 |
Reported balance
Holding disclosure · report date 2025-05-30 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 12,080,574 F7: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F9: The shares are held of record by Start Small, LLC, for which the Reporting Person is the sole member. |
Filing footnotes · ownership attribution and instrument terms
F1: Since the date of the Reporting Person's last Form 4 filing, a total of 1,000,000 shares of Class A Common Stock previously held of record by the Jack Dorsey 2022 Annuity Trust, a grantor retained annuity trust for which the Reporting Person served as Co-Trustee (the "2022 Trust"), were transferred to and/or among (i) the Jack Dorsey Revocable Trust u/a/d 12/8/10, for which the Reporting Person serves as a Trustee (the "2010 Trust"), (ii) the Jack Dorsey and A7P Trust Company Inc Tr UA 05/26/2023, for which the Reporting Person serves as Trustee (the "2023 Trust"), (iii) the Jack Dorsey and A7P Trust Company Inc Tr UA 05/28/2024, for which the Reporting Person serves as Trustee (the "2024 Trust"), and (iv) the Jack Dorsey and A7P Trust Company Inc as Co-Trustees, Dated May 28, 2025, for which the Reporting Person serves as Trustee (the "2025 Trust") (continued at footnote 2 below).
F2: None of such transfers resulted in a change in beneficial ownership. In addition, a portion of such shares were transferred from the 2023 Trust to a trust in which the Reporting Person may be deemed to have a pecuniary interest. Following the transfers described in footnotes 1 and 2, no shares were held by the 2022 Trust or the 2023 Trust.
F3: The shares are held of record by the 2023 Trust.
F4: The shares are held of record by a trust in which the Reporting Person may be deemed to have a pecuniary interest. The Reporting Person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein.
F5: The shares are held of record by the 2024 Trust.
F6: The shares are held of record by the 2025 Trust.
F7: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.
F8: The shares are held of record by the 2010 Trust.
F9: The shares are held of record by Start Small, LLC, for which the Reporting Person is the sole member.
TWDC Enterprises 18 Corp.
Report date December 31, 2017 · Filed January 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 9,870 |
Reported balance
After 2017-12-31 transaction · row 1
1 source rowRow 1 · 2017-12-31 · Grant · Acquired 589.2 · Balance 9,870 F1: 136.8 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 1997 Non-Employee Directors Stock and Deferred Compensation Plan (or the 2011 Stock Incentive Plan, as successor plan thereto), pursuant to the elective deferral provisions of the Plan. An additional 421.9 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects an adjustment crediting the amount to include dividends accrued pursuant to a dividend reinvestment plan of the Company and a deduction for cash paid in lieu of fractional shares when stock units are converted to shares. |
Filing footnotes · ownership attribution and instrument terms
F1: 136.8 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 1997 Non-Employee Directors Stock and Deferred Compensation Plan (or the 2011 Stock Incentive Plan, as successor plan thereto), pursuant to the elective deferral provisions of the Plan. An additional 421.9 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects an adjustment crediting the amount to include dividends accrued pursuant to a dividend reinvestment plan of the Company and a deduction for cash paid in lieu of fractional shares when stock units are converted to shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TWITTER, INC.
Report date October 27, 2022 · Filed October 31, 2022
Section 16 reporting ended · disclosed 2022-10-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnotes | 0 |
Reported balance
After 2022-10-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-10-27 · Other · Disposed 18,042,428 · Balance 0 F1: As disclosed in a Schedule 13D filed by the Reporting Person on October 31, 2022, on October 27, 2022, the Reporting Person, Trustee of The Jack Dorsey Revocable Trust u/a/d 12/08/2010 and Jack Dorsey Remainder LLC (the "Dorsey LLC" and together, the "Dorsey Parties") entered into a Rollover and Contribution Agreement with X Holdings I, Inc. ("Parent"), an entity wholly-owned by Elon Musk (the "Principal"), in connection with Parent's proposed acquisition of the Issuer pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), made and entered into as of April 25, 2022, by and among the Issuer, Parent, X Holdings II, Inc., a direct wholly-owned subsidiary of Parent ("Merger Sub"), and, solely for the purpose of certain specified provisions, the Principal (the "Rollover Agreement"). F2: (Continued from footnote 1) Later on October 27, 2022, pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger and becoming a wholly owned subsidiary of Parent. Pursuant to the terms of the Rollover Agreement, the Dorsey Parties committed to contribute to Parent, immediately prior to the Merger and subject to the conditions set forth in the Rollover Agreement, the 18,042,428 shares of Common Stock owned by the Dorsey Parties in order to retain an indirect equity investment in the Issuer following the Merger in lieu of receiving cash merger consideration in the Merger. F3: Immediately prior to the closing of the Merger and pursuant to the Rollover Agreement, the Reporting Person, through the Dorsey Parties, contributed 18,042,428 shares of Common Stock to Parent in exchange for shares of common stock of Parent. As a result of the consummation of the transactions contemplated by the Rollover Agreement and Merger Agreement, the Reporting Person ceased to be the beneficial owner of any shares of Common Stock. This Form 4 constitutes an exit filing by the Reporting Person. F4: Of the reported shares of Common Stock, 2,337,527 shares were held of record by the Dorsey LLC, the sole manager of which is the Reporting Person and the sole member of which is The Jack Dorsey Remainder Trust #3 u/a/d 6/23/2010, as decanted, with respect to which the Reporting Person serves as investment adviser. The remainder of the reported shares of Common Stock were held of record by Jack Dorsey, Trustee of The Jack Dorsey Revocable Trust u/a/d 12/08/2010. The Reporting Person disclaims beneficial ownership of the reported shares of Common Stock held by the Dorsey LLC except to the extent of his pecuniary interest therein. F5: The reported shares of Common Stock represented approximately 2.4% of the Issuer's outstanding shares of Common Stock (based on 765,246,152 shares of Common Stock outstanding as of July 22, 2022, as reported in the Issuer's Quarterly Report on Form 10-Q for the period ended June 30, 2022 (the "June 2022 10-Q")) as of immediately prior to the consummation of the transactions contemplated by the Rollover Agreement. By virtue of the Rollover Agreement, the Reporting Person and the Principal may be deemed to have formed a "group" for purposes of Section 13(d)(3) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Collectively, as of the Rollover Agreement's effectiveness and prior to the consummation of the transactions contemplated by the Rollover Agreement and the Merger Agreement, the "group" may be deemed to have beneficially owned an aggregate of 91,157,466 shares of Common Stock F6: (Continued from footnote 5)(based solely on the information included in the Schedule 13D/A filed by the Principal with the Securities and Exchange Commission on October 4, 2022), which represented approximately 11.9% of the Issuer's outstanding shares of Common Stock (based on 765,246,152 shares of Common Stock outstanding as of July 22, 2022, as reported in the June 2022 10-Q). Neither the filing of this Form 4 nor any of its contents shall be deemed to constitute an admission that the Reporting Person and the Principal are members of any such group. The Reporting Person disclaims the existence of any such group and disclaims that his ownership of or transactions in the Issuer's Common Stock are subject to Section 16 of the Exchange Act. The Reporting Person disclaims beneficial ownership over any shares of Common Stock beneficially owned by the Principal. |
Filing footnotes · ownership attribution and instrument terms
F1: As disclosed in a Schedule 13D filed by the Reporting Person on October 31, 2022, on October 27, 2022, the Reporting Person, Trustee of The Jack Dorsey Revocable Trust u/a/d 12/08/2010 and Jack Dorsey Remainder LLC (the "Dorsey LLC" and together, the "Dorsey Parties") entered into a Rollover and Contribution Agreement with X Holdings I, Inc. ("Parent"), an entity wholly-owned by Elon Musk (the "Principal"), in connection with Parent's proposed acquisition of the Issuer pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), made and entered into as of April 25, 2022, by and among the Issuer, Parent, X Holdings II, Inc., a direct wholly-owned subsidiary of Parent ("Merger Sub"), and, solely for the purpose of certain specified provisions, the Principal (the "Rollover Agreement").
F2: (Continued from footnote 1) Later on October 27, 2022, pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger and becoming a wholly owned subsidiary of Parent. Pursuant to the terms of the Rollover Agreement, the Dorsey Parties committed to contribute to Parent, immediately prior to the Merger and subject to the conditions set forth in the Rollover Agreement, the 18,042,428 shares of Common Stock owned by the Dorsey Parties in order to retain an indirect equity investment in the Issuer following the Merger in lieu of receiving cash merger consideration in the Merger.
F3: Immediately prior to the closing of the Merger and pursuant to the Rollover Agreement, the Reporting Person, through the Dorsey Parties, contributed 18,042,428 shares of Common Stock to Parent in exchange for shares of common stock of Parent. As a result of the consummation of the transactions contemplated by the Rollover Agreement and Merger Agreement, the Reporting Person ceased to be the beneficial owner of any shares of Common Stock. This Form 4 constitutes an exit filing by the Reporting Person.
F4: Of the reported shares of Common Stock, 2,337,527 shares were held of record by the Dorsey LLC, the sole manager of which is the Reporting Person and the sole member of which is The Jack Dorsey Remainder Trust #3 u/a/d 6/23/2010, as decanted, with respect to which the Reporting Person serves as investment adviser. The remainder of the reported shares of Common Stock were held of record by Jack Dorsey, Trustee of The Jack Dorsey Revocable Trust u/a/d 12/08/2010. The Reporting Person disclaims beneficial ownership of the reported shares of Common Stock held by the Dorsey LLC except to the extent of his pecuniary interest therein.
F5: The reported shares of Common Stock represented approximately 2.4% of the Issuer's outstanding shares of Common Stock (based on 765,246,152 shares of Common Stock outstanding as of July 22, 2022, as reported in the Issuer's Quarterly Report on Form 10-Q for the period ended June 30, 2022 (the "June 2022 10-Q")) as of immediately prior to the consummation of the transactions contemplated by the Rollover Agreement. By virtue of the Rollover Agreement, the Reporting Person and the Principal may be deemed to have formed a "group" for purposes of Section 13(d)(3) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Collectively, as of the Rollover Agreement's effectiveness and prior to the consummation of the transactions contemplated by the Rollover Agreement and the Merger Agreement, the "group" may be deemed to have beneficially owned an aggregate of 91,157,466 shares of Common Stock
F6: (Continued from footnote 5)(based solely on the information included in the Schedule 13D/A filed by the Principal with the Securities and Exchange Commission on October 4, 2022), which represented approximately 11.9% of the Issuer's outstanding shares of Common Stock (based on 765,246,152 shares of Common Stock outstanding as of July 22, 2022, as reported in the June 2022 10-Q). Neither the filing of this Form 4 nor any of its contents shall be deemed to constitute an admission that the Reporting Person and the Principal are members of any such group. The Reporting Person disclaims the existence of any such group and disclaims that his ownership of or transactions in the Issuer's Common Stock are subject to Section 16 of the Exchange Act. The Reporting Person disclaims beneficial ownership over any shares of Common Stock beneficially owned by the Principal.
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 |
|---|---|---|---|---|---|---|
| March 31, 2014 Filed Apr 2, 2014 20:01 UTC | TWDC Enterprises 18 Corp. DIS · Entity 15738 | GrantDisney Common Stock | 690.7 | $80.03 | $55,276.72 |
DisclosureSEC source: 0001001039-14-000136 · wf-form4_139648326592607.xml · nonDerivative · entry 1 Dorsey Jack · CIK 0001590945 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788.4 F1 · shares: 158.6 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 1997 Non-Employee Directors Stock and Deferred Compensation Plan (or the 2011 Stock Incentive Plan, as successor plan thereto), pursuant to the elective deferral provisions of the Plan. An additional 531.1 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects an adjustment crediting the amount to include dividends accrued pursuant to a dividend reinvestment plan of the Company. Read SEC document |
| December 31, 2013 Filed Jan 3, 2014 20:02 UTC | TWDC Enterprises 18 Corp. DIS · Entity 15738 | GrantDisney Common Stock | 97.7 | $73.42 | $7,173.13 |
DisclosureSEC source: 0001001039-14-000019 · wf-form4_138879732275811.xml · nonDerivative · entry 1 Dorsey Jack · CIK 0001590945 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97.7 F1 · shares: 22.2 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 1997 Non-Employee Directors Stock and Deferred Compensation Plan (or the 2011 Stock Incentive Plan, as successor plan thereto), pursuant to the elective deferral provisions of the Plan. An additional 75.5 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. 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.