Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DoorDash, Inc.DASH · Entity 1541 | Director · CHIEF EXECUTIVE OFFICER · 10% owner | September 03, 2026 | September 08, 2026 |
| Meta Platforms, Inc.META · Entity 2790 | Director | June 15, 2026 | June 17, 2026 |
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.
DoorDash, Inc.
Report date September 03, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 3,557,021 |
Reported balance
After 2026-09-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-03 · Other · Disposed 31,428 · Balance 3,557,021 F1: 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. F2: Transferred from the Reporting Person to Peach Tree Trust for which the Reporting Person serves as a trustee in satisfaction of a promissory note. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 31,428 |
Reported balance
After 2026-09-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-03 · Other · Acquired 31,428 · Balance 31,428 F1: 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. F2: Transferred from the Reporting Person to Peach Tree Trust for which the Reporting Person serves as a trustee in satisfaction of a promissory note. F3: The shares are held by Peach Tree Trust. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 1,617,016 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,617,016 F1: 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. F4: The shares are held by The Article 2 Trust under TXX Annuity Trust #3. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 305,425 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 305,425 F1: 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. F5: The shares are held by The Article 3 Trust under OBX Family Trust. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 305,425 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 305,425 F1: 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. F6: The shares are held by The Article 3 Trust under TBX Family Trust. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 1,744,157 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,744,157 F1: 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. F7: The shares are held by The Article 3 Trust under TXX Annuity Trust #1. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 2,113,302 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 2,113,302 F1: 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 by The Article 3 Trust under TXX Annuity Trust #2. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 241,190 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 241,190 F1: 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 by The Article 4 Trust under Library Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Transferred from the Reporting Person to Peach Tree Trust for which the Reporting Person serves as a trustee in satisfaction of a promissory note.
F3: The shares are held by Peach Tree Trust.
F4: The shares are held by The Article 2 Trust under TXX Annuity Trust #3.
F5: The shares are held by The Article 3 Trust under OBX Family Trust.
F6: The shares are held by The Article 3 Trust under TBX Family Trust.
F7: The shares are held by The Article 3 Trust under TXX Annuity Trust #1.
F8: The shares are held by The Article 3 Trust under TXX Annuity Trust #2.
F9: The shares are held by The Article 4 Trust under Library Trust.
Meta Platforms, Inc.
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 612 |
Reported balance
After 2026-06-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-15 · Grant · Acquired 612 · Balance 612 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement. F2: The RSUs vest as to 100% of the total RSUs on May 15, 2027; provided, however, in the event that (i) the Issuer's 2027 Annual Meeting of Shareholders is held prior to May 15, 2027; and (ii) the reporting person does not stand for re-election at, or is not re-elected at, the 2027 Annual Meeting of Shareholders (but the reporting person continues to serve on the Board until the date of such meeting), then 100% of the total RSUs shall vest on the date of the 2027 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement.
F2: The RSUs vest as to 100% of the total RSUs on May 15, 2027; provided, however, in the event that (i) the Issuer's 2027 Annual Meeting of Shareholders is held prior to May 15, 2027; and (ii) the reporting person does not stand for re-election at, or is not re-elected at, the 2027 Annual Meeting of Shareholders (but the reporting person continues to serve on the Board until the date of such meeting), then 100% of the total RSUs shall vest on the date of the 2027 Annual Meeting of Shareholders.
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 11, 2020 Filed Apr 21, 2023 21:48 UTC Amendment | DoorDash, Inc. DASH · Entity 1541 | OtherClass A Common Stock | 288,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-025231 · doc4a.xml · nonDerivative · entry 4 Xu Tony · CIK 0001832617 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 288,650 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F2 · ownership.nature: The shares are held by The Article 4 Trust under Library Trust for which the Reporting Person's spouse serves as a trustee. Read SEC document |
| December 11, 2020 Filed Apr 21, 2023 21:48 UTC Amendment | DoorDash, Inc. DASH · Entity 1541 | OtherClass A Common Stock | 535,025 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-025231 · doc4a.xml · nonDerivative · entry 3 Xu Tony · CIK 0001832617 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 535,025 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Read SEC document |
| December 11, 2020 Filed Apr 21, 2023 21:48 UTC Amendment | DoorDash, Inc. DASH · Entity 1541 | OtherCommon Stock | 288,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-025231 · doc4a.xml · nonDerivative · entry 2 Xu Tony · CIK 0001832617 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F2 · ownership.nature: The shares are held by The Article 4 Trust under Library Trust for which the Reporting Person's spouse serves as a trustee. Read SEC document |
| December 11, 2020 Filed Apr 21, 2023 21:48 UTC Amendment | DoorDash, Inc. DASH · Entity 1541 | OtherCommon Stock | 535,025 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-025231 · doc4a.xml · nonDerivative · entry 1 Xu Tony · CIK 0001832617 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Read SEC document |
| December 08, 2020 Filed Dec 11, 2020 02:24 UTC | DoorDash, Inc. DASH · Entity 1541 | GrantRestricted Stock Units · Derivative | 10,379,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-033414 · doc4.xml · derivative · entry 1 Xu Tony · CIK 0001832617 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,379,000 Underlying: Common Stock · 10,379,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_price: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock, each share of Common Stock shall be reclassified into one share of Class A Common Stock and each share of Class A Common Stock issued following the vesting and settlement of an RSU may be exchanged at a 1:1 ratio for a share of Class B Common Stock at the election of the holder. F3 · derivative.exercise_date: The RSUs vest based on the Issuer's stock price performance over a performance period beginning on the first trading day one and one-half years following the day after the Issuer's initial public offering of Class A Common Stock and ending on the seventh anniversary of the day of the Issuer's initial public offering of Class A Common Stock, subject to satisfying certain service-based conditions. F3 · derivative.expiration_date: The RSUs vest based on the Issuer's stock price performance over a performance period beginning on the first trading day one and one-half years following the day after the Issuer's initial public offering of Class A Common Stock and ending on the seventh anniversary of the day of the Issuer's initial public offering of Class A Common Stock, subject to satisfying certain service-based conditions. F2 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock, each share of Common Stock shall be reclassified into one share of Class A Common Stock and each share of Class A Common Stock issued following the vesting and settlement of an RSU may be exchanged at a 1:1 ratio for a share of Class B Common Stock at the election of the holder. 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.