Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Affirm Holdings, Inc.AFRM · Entity 1572 | President | September 16, 2026 | September 18, 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.
Affirm Holdings, Inc.
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 67,006 |
Reported balance
After 2026-09-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-16 · Grant · Acquired 67,006 · Balance 67,006 F1: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: RSUs vest in equal quarterly installments for a period of three years beginning December 1, 2026, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. |
| Class A Common StockSEC Table I · non-derivative | Direct | 127,770 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 127,770 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: RSUs vest in equal quarterly installments for a period of three years beginning December 1, 2026, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Seattle SpinCo, Inc.
Report date September 01, 2017 · Filed September 11, 2017 · Amendment
Section 16 reporting ended · disclosed 2017-09-11. Current position is not established by this disclosure.
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 |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-09-01 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2017-09-01 · Other · Disposed 13 · Balance 0 F1: Shares of Issuer common stock were disposed of pursuant to merger agreement between Issuer, Micro Focus International plc , Hewlett Packard Enterprise Company ("HPE") and Seattle MergerSub, Inc. in exchange for 1 American Depositary Shares having a market value of $29.45 per share on the effective date of the merger. The shares of Issuer common stock were acquired by the reporting person pursuant to a pro rata stock dividend of Issuer shares paid by HPE to its common shareholders on September 1, 2017, a transaction exempt from Section 16 pursuant to Rule 16a-9(a). |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Issuer common stock were disposed of pursuant to merger agreement between Issuer, Micro Focus International plc , Hewlett Packard Enterprise Company ("HPE") and Seattle MergerSub, Inc. in exchange for 1 American Depositary Shares having a market value of $29.45 per share on the effective date of the merger. The shares of Issuer common stock were acquired by the reporting person pursuant to a pro rata stock dividend of Issuer shares paid by HPE to its common shareholders on September 1, 2017, a transaction exempt from Section 16 pursuant to Rule 16a-9(a).
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, 2021 Filed Dec 3, 2021 22:04 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Tax withholdingClass A Common Stock | 1,464 | $116.57 | $170,658.48 |
DisclosureSEC source: 0001628280-21-024521 · wf-form4_163856907261748.xml · nonDerivative · entry 2 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,737 F1 · shares: Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units that vested on December 1, 2021. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 22:04 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 3,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-024521 · wf-form4_163856907261748.xml · nonDerivative · entry 1 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,201 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 |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionStock Option (Right to Buy) · Derivative | 115,000 | $0.00 Strike: $5.39 | $0.00 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · derivative · entry 15 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,307,020 Underlying: Class A Common Stock · 115,000 shares Expires 2028-08-26 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. F15 · derivative.exercise_date: Stock options vest with respect to 1/4 of the shares of the Issuer's Class A common stock, par value $0.00001 per share ("Class A Common Stock"), underlying the stock option on the one-year anniversary of August 27, 2018, the vesting commencement date, and the remaining 3/4 of the shares underlying the option vest in equal monthly installments over the subsequent three years, in each case subject to continued service with the Issuer. The Reporting Person can elect to exercise the stock options at any time, provided that the shares acquired upon exercise remain subject to the applicable vesting schedule. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionRestricted Stock Units · Derivative | 3,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · derivative · entry 14 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,667 Underlying: Class A Common Stock · 3,333 shares Expires 2027-12-31 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. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSUs) represents a contingent right to receive one share of the Issuer's Class A Common Stock. F14 · derivative.exercise_date: Restricted stock unit grant started vesting on January 1, 2021, and vests in equal monthly installments for a period of twenty-four months ending January 1, 2023, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 800 | $162.91 | $130,330.96 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 13 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,868 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021. F13 · price: Represents the weighted average sale price of the shares sold from $162.85 to $163.01 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 2,700 | $159.67 | $431,107.38 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 12 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,668 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021. F12 · price: Represents the weighted average sale price of the shares sold from $159.46 to $160.03 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 3,000 | $159.09 | $477,260.10 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 11 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,368 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021. F11 · price: Represents the weighted average sale price of the shares sold from $158.46 to $159.42 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 1,600 | $157.25 | $251,604.96 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 10 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,368 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021. F10 · price: Represents the weighted average sale price of the shares sold from $156.98 to $157.65 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 2,500 | $156.41 | $391,034.00 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 9 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,968 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021. F9 · price: Represents the weighted average sale price of the shares sold from $155.98 to $156.95 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 23,537 | $155.03 | $3,649,023.49 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 8 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,468 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021. F8 · price: Represents the weighted average sale price of the shares sold from $154.81 to $155.60 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 25,449 | $154.30 | $3,926,694.17 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 7 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,005 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021. F7 · price: Represents the weighted average sale price of the shares sold from $153.81 to $154.80 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 11,529 | $153.20 | $1,766,247.41 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 6 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,454 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021. F6 · price: Represents the weighted average sale price of the shares sold from $152.81 to $153.78 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 35,013 | $152.26 | $5,330,946.33 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 5 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,983 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021. F5 · price: Represents the weighted average sale price of the shares sold from $151.81 to $152.79 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 8,872 | $151.49 | $1,343,986.45 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 4 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,996 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021. F4 · price: Represents the weighted average sale price of the shares sold from $150.80 to $151.79 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 115,000 | $5.39 | $619,850.00 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 3 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,868 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 |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Tax withholdingClass A Common Stock | 1,464 | $152.66 | $223,494.24 |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 2 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,868 F2 · shares: Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's RSUs that vested on November 1, 2021. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:10 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 3,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 1 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,332 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. F1 · price: Each Restricted Stock Unit (RSUs) represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 23:18 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionRestricted Stock Units · Derivative | 3,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-019735 · wf-form4_163347589166841.xml · derivative · entry 4 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,449 Underlying: Class A Common Stock · 3,306 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSUs) represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: RSU grant vests over four and one-half years, commencing as of January 1, 2021, the vesting commencement date. The first 5% of the shares vest on the six-month anniversary of the vesting commencement date, and the remainder of the shares vest in quarterly installments over the remaining four years, in annual aggregate amounts equal to 15%, 20%, 30% and 30%, respectively, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. F4 · derivative.expiration_date: RSU grant vests over four and one-half years, commencing as of January 1, 2021, the vesting commencement date. The first 5% of the shares vest on the six-month anniversary of the vesting commencement date, and the remainder of the shares vest in quarterly installments over the remaining four years, in annual aggregate amounts equal to 15%, 20%, 30% and 30%, respectively, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 23:18 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionRestricted Stock Units · Derivative | 3,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-019735 · wf-form4_163347589166841.xml · derivative · entry 3 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 3,334 shares Expires 2027-12-31 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. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSUs) represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in monthly installments for a period of twenty-four months beginning on January 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 23:18 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Tax withholdingClass A Common Stock | 2,916 | $117.85 | $343,650.60 |
DisclosureSEC source: 0001628280-21-019735 · wf-form4_163347589166841.xml · nonDerivative · entry 2 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,999 F2 · shares: Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's RSUs that vested on October 1, 2021. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 23:18 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 6,640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-21-019735 · wf-form4_163347589166841.xml · nonDerivative · entry 1 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,915 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. F1 · price: Each Restricted Stock Unit (RSUs) represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:49 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionRestricted Stock Units · Derivative | 3,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001820953-21-000092 · wf-form4_163070215900912.xml · derivative · entry 3 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,334 Underlying: Class A Common Stock · 3,333 shares Expires 2027-12-31 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. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSUs) represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in monthly installments for a period of twenty-four months beginning on January 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:49 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Tax withholdingClass A Common Stock | 1,464 | $96.48 | $141,246.72 |
DisclosureSEC source: 0001820953-21-000092 · wf-form4_163070215900912.xml · nonDerivative · entry 2 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,275 F2 · shares: Represents the number of shares of the Issuer's Common Stock withheld to the Reporting Person's tax obligation in connection with the settlement of shares of Class A Common Stock underlying the Reporting Person's RSUs that vested on September 1, 2021. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:49 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 3,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001820953-21-000092 · wf-form4_163070215900912.xml · nonDerivative · entry 1 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,739 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. F1 · price: Each Restricted Stock Unit (RSUs) represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| August 01, 2021 Filed Aug 4, 2021 01:05 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionRestricted Stock Units · Derivative | 3,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001820953-21-000083 · wf-form4_162803908976806.xml · derivative · entry 3 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,667 Underlying: Class A Common Stock · 3,333 shares Expires 2027-12-31 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: Restricted stock units vest with respect to the shares of Class A Common Stock underlying the restricted stock units in monthly installments for a period of twenty-four months beginning on January 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. Read SEC document |
| August 01, 2021 Filed Aug 4, 2021 01:05 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Tax withholdingClass A Common Stock | 1,464 | $56.32 | $82,452.48 |
DisclosureSEC source: 0001820953-21-000083 · wf-form4_162803908976806.xml · nonDerivative · entry 2 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,406 F2 · shares: Represents the number of shares of the Issuer's Common Stock withheld to the Reporting Person's tax obligation in connection with the settlement of shares of Class A Common Stock underlying the Reporting Person's restricted stock units that vested on August 1, 2021. Read SEC document |
| August 01, 2021 Filed Aug 4, 2021 01:05 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 3,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001820953-21-000083 · wf-form4_162803908976806.xml · nonDerivative · entry 1 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,870 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| July 01, 2021 Filed Jul 7, 2021 01:19 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionRestricted Stock Units · Derivative | 4,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001820953-21-000072 · wf-form4_162562074635727.xml · derivative · entry 4 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,755 Underlying: Class A Common Stock · 4,408 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: Restricted stock unit grant vests over four and one-half years, commencing as of January 1, 2021, the vesting commencement date. The first 5% of the shares vest on the six-month anniversary of the vesting commencement date, and the remainder of the shares vest in quarterly installments over the remaining four years, in annual aggregate amounts equal to 15%, 20%, 30% and 30%, respectively, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. This grant has no expiration date. F4 · derivative.expiration_date: Restricted stock unit grant vests over four and one-half years, commencing as of January 1, 2021, the vesting commencement date. The first 5% of the shares vest on the six-month anniversary of the vesting commencement date, and the remainder of the shares vest in quarterly installments over the remaining four years, in annual aggregate amounts equal to 15%, 20%, 30% and 30%, respectively, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. This grant has no expiration date. Read SEC document |
| July 01, 2021 Filed Jul 7, 2021 01:19 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionRestricted Stock Units · Derivative | 3,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001820953-21-000072 · wf-form4_162562074635727.xml · derivative · entry 3 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Common Stock · 3,334 shares Expires 2027-12-31 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: Restricted stock units vest with respect to the shares of Class A Common Stock underlying the restricted stock units in monthly installments for a period of twenty-four months beginning on January 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. Read SEC document |
| July 01, 2021 Filed Jul 7, 2021 01:19 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Tax withholdingClass A Common Stock | 3,400 | $68.37 | $232,458.00 |
DisclosureSEC source: 0001820953-21-000072 · wf-form4_162562074635727.xml · nonDerivative · entry 2 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,537 F2 · shares: Represents the number of shares of the Issuer's Common Stock withheld to the Reporting Person's tax obligation in connection with the settlement of shares of Class A Common Stock underlying the Reporting Person's restricted stock units that vested on July 1, 2021. Read SEC document |
| July 01, 2021 Filed Jul 7, 2021 01:19 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 7,742 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001820953-21-000072 · wf-form4_162562074635727.xml · nonDerivative · entry 1 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,937 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 22:12 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionRestricted Stock Units · Derivative | 3,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001820953-21-000059 · wf-form4_162275827571554.xml · derivative · entry 3 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,334 Underlying: Class A Common Stock · 3,333 shares Expires 2027-12-31 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: Restricted stock units vest with respect to the shares of Class A Common Stock underlying the restricted stock units in monthly installments for a period of twenty-four months beginning on January 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 22:12 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Tax withholdingClass A Common Stock | 1,464 | $62.52 | $91,529.28 |
DisclosureSEC source: 0001820953-21-000059 · wf-form4_162275827571554.xml · nonDerivative · entry 2 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,195 F2 · shares: Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Class A Common Stock underlying the Reporting Person's restricted stock units that vested on June 1, 2021. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 22:12 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 3,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001820953-21-000059 · wf-form4_162275827571554.xml · nonDerivative · entry 1 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,659 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| May 01, 2021 Filed May 4, 2021 21:21 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionRestricted Stock Units · Derivative | 3,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001820953-21-000050 · wf-form4_162016322546950.xml · derivative · entry 3 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,667 Underlying: Class A Common Stock · 3,333 shares Expires 2027-12-31 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: Restricted stock units vest with respect to the shares of Class A Common Stock underlying the restricted stock units in monthly installments for a period of twenty-four months beginning on January 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. Read SEC document |
| May 01, 2021 Filed May 4, 2021 21:21 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Tax withholdingClass A Common Stock | 1,464 | $70.50 | $103,212.00 |
DisclosureSEC source: 0001820953-21-000050 · wf-form4_162016322546950.xml · nonDerivative · entry 2 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,326 F2 · shares: Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Class A Common Stock underlying the Reporting Person's restricted stock units that vested on May 1, 2021. Read SEC document |
| May 01, 2021 Filed May 4, 2021 21:21 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 3,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001820953-21-000050 · wf-form4_162016322546950.xml · nonDerivative · entry 1 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,790 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 00:53 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionRestricted Stock Units · Derivative | 3,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001820953-21-000041 · wf-form4_161767030597618.xml · derivative · entry 3 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 Underlying: Class A Common Stock · 3,334 shares Expires 2027-12-31 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: Restricted stock unit grant started vesting on January 1, 2021, and vests in equal monthly installments for a period of twenty-four months ending January 1, 2023, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 00:53 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Tax withholdingClass A Common Stock | 1,467 | $71.45 | $104,817.15 |
DisclosureSEC source: 0001820953-21-000041 · wf-form4_161767030597618.xml · nonDerivative · entry 2 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,457 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 00:53 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 3,334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001820953-21-000041 · wf-form4_161767030597618.xml · nonDerivative · entry 1 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,924 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. F1 · price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| March 04, 2021 Filed Mar 6, 2021 02:12 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $5.39 | $0.00 |
DisclosureSEC source: 0001820953-21-000019 · wf-form4_161499675601523.xml · derivative · entry 8 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,422,020 Underlying: Class A Common Stock · 25,000 shares Expires 2028-08-26 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. F5 · derivative.exercise_date: Stock options vest with respect to 1/4 of the shares of the Issuer's Class A common stock, par value $0.00001 per share ("Class A Common Stock"), underlying the stock option on the one-year anniversary of August 27, 2018, the vesting commencement date, and the remaining 3/4 of the shares underlying the option vest in equal monthly installments over the subsequent three years, in each case subject to continued service with the Issuer. The Reporting Person can elect to exercise the stock options at any time, provided that the shares acquired upon exercise remain subject to the applicable vesting schedule. Read SEC document |
| March 04, 2021 Filed Mar 6, 2021 02:12 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 25,000 | $81.67 | $2,041,830.00 |
DisclosureSEC source: 0001820953-21-000019 · wf-form4_161499675601523.xml · nonDerivative · entry 6 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,590 F3 · price: Represents the weighted average sale price of the shares sold from $81.52 to $81.89 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 04, 2021 Filed Mar 6, 2021 02:12 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 25,000 | $5.39 | $134,750.00 |
DisclosureSEC source: 0001820953-21-000019 · wf-form4_161499675601523.xml · nonDerivative · entry 5 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,590 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 |
| March 03, 2021 Filed Mar 6, 2021 02:12 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionStock Option (Right to Buy) · Derivative | 43,380 | $0.00 Strike: $5.39 | $0.00 |
DisclosureSEC source: 0001820953-21-000019 · wf-form4_161499675601523.xml · derivative · entry 7 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,447,020 Underlying: Class A Common Stock · 43,380 shares Expires 2028-08-26 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 · derivative.exercise_date: Stock option vests with respect to 1/4 of the shares of the Issuer's Class A common stock, par value $0.00001 per share ("Class A Common Stock"), underlying the stock option on the one-year anniversary of August 27, 2018, the vesting commencement date, and the remaining 3/4 of the shares underlying the option vest in equal monthly installments over the subsequent three years, in each case subject to continued service with the Issuer. The Reporting Person can elect to exercise the stock option at any time, provided that the shares acquired upon exercise remain subject to the applicable vesting schedule. Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 02:12 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 8 | $92.38 | $739.04 |
DisclosureSEC source: 0001820953-21-000019 · wf-form4_161499675601523.xml · nonDerivative · entry 4 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,590 Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 02:12 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 21,752 | $91.35 | $1,987,047.38 |
DisclosureSEC source: 0001820953-21-000019 · wf-form4_161499675601523.xml · nonDerivative · entry 3 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,598 F2 · price: Represents the weighted average sale price of the shares sold from $91.00 to $91.82 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 02:12 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 21,620 | $90.20 | $1,950,085.08 |
DisclosureSEC source: 0001820953-21-000019 · wf-form4_161499675601523.xml · nonDerivative · entry 2 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,350 F1 · price: Represents the weighted average sale price of the shares sold from $90.00 to $90.99 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 02:12 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 43,380 | $5.39 | $233,818.20 |
DisclosureSEC source: 0001820953-21-000019 · wf-form4_161499675601523.xml · nonDerivative · entry 1 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,970 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 |
| March 01, 2021 Filed Mar 4, 2021 01:32 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionRestricted Stock Units · Derivative | 3,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001820953-21-000009 · wf-form4_161482151550292.xml · derivative · entry 6 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,334 Underlying: Class A Common Stock · 3,333 shares Expires 2027-12-31 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: Restricted stock unit grant started vesting on January 1, 2021, and vests in equal monthly installments for a period of twenty-four months ending January 1, 2023, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 01:32 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Tax withholdingClass A Common Stock | 1,044 | $91.44 | $95,463.36 |
DisclosureSEC source: 0001820953-21-000009 · wf-form4_161482151550292.xml · nonDerivative · entry 4 Linford Michael · CIK 0001715913 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,590 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.