Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| monday.com Ltd.MNDY · Entity 281 | CRO | September 12, 2026 | September 15, 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.
monday.com Ltd.
Report date September 12, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 7,201 |
Ending reported balance
After 2026-09-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-12 · Exercise / conversion · Acquired 2,059 · Balance 8,020 Row 2 · 2026-09-14 · Sale · Disposed 819 · Balance 7,201 F1: Represents a mandatory sale to cover taxes associated with the vesting of equity awards held by the Reporting Person. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 25,814 |
Reported balance
After 2026-09-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-12 · Exercise / conversion · Disposed 2,059 · Balance 25,814 F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one Ordinary Share. F3: The RSUs will vest quarterly over four years by 03/12/2030 and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a mandatory sale to cover taxes associated with the vesting of equity awards held by the Reporting Person.
F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one Ordinary Share.
F3: The RSUs will vest quarterly over four years by 03/12/2030 and have no expiration date.
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 |
|---|---|---|---|---|---|---|
| September 14, 2026 Filed Sep 15, 2026 20:03 UTC | monday.com Ltd. MNDY · Entity 281 | SaleOrdinary Shares | 819 | $92.36 | $75,642.84 |
DisclosureSEC source: 0001178913-26-004507 · ownership.xml · nonDerivative · entry 2 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,201 F1 · kind: Represents a mandatory sale to cover taxes associated with the vesting of equity awards held by the Reporting Person. Read SEC document |
| September 12, 2026 Filed Sep 15, 2026 20:03 UTC | monday.com Ltd. MNDY · Entity 281 | Exercise / conversionRestricted Stock Units · Derivative | 2,059 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001178913-26-004507 · ownership.xml · derivative · entry 3 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,814 Underlying: Ordinary Shares · 2,059 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. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one Ordinary Share. F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one Ordinary Share. F3 · derivative.exercise_date: The RSUs will vest quarterly over four years by 03/12/2030 and have no expiration date. F3 · derivative.expiration_date: The RSUs will vest quarterly over four years by 03/12/2030 and have no expiration date. Read SEC document |
| September 12, 2026 Filed Sep 15, 2026 20:03 UTC | monday.com Ltd. MNDY · Entity 281 | Exercise / conversionOrdinary Shares | 2,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001178913-26-004507 · ownership.xml · nonDerivative · entry 1 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,020 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 |
| September 02, 2026 Filed Sep 3, 2026 20:06 UTC | monday.com Ltd. MNDY · Entity 281 | SaleOrdinary Shares | 657 | $94.64 | $62,178.48 |
DisclosureSEC source: 0001178913-26-004407 · ownership.xml · nonDerivative · entry 2 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,961 F1 · kind: Represents a mandatory sale to cover taxes associated with the vesting of equity awards held by the Reporting Person. F2 · balance_after: The amount reported in Column 5 corrects an error in the number of shares reported as beneficially owned following the transaction(s) reported on the Form 4 filed on behalf of the Reporting Person on 06/16/2026, which stated 1,020 shares; the correct amount was 5,144 shares. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 20:06 UTC | monday.com Ltd. MNDY · Entity 281 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001178913-26-004407 · ownership.xml · derivative · entry 4 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,113 Underlying: Ordinary Shares · 737 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. F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one Ordinary Share. F3 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one Ordinary Share. F5 · derivative.exercise_date: The performance conditions have been met but the PSU is subject to time-based vesting. The PSUs will vest quarterly by 06/01/2029 and have no expiration date. F5 · derivative.expiration_date: The performance conditions have been met but the PSU is subject to time-based vesting. The PSUs will vest quarterly by 06/01/2029 and have no expiration date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 20:06 UTC | monday.com Ltd. MNDY · Entity 281 | Exercise / conversionRestricted Stock Units · Derivative | 737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001178913-26-004407 · ownership.xml · derivative · entry 3 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,112 Underlying: Ordinary Shares · 737 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. F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one Ordinary Share. F3 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one Ordinary Share. F4 · derivative.exercise_date: The RSUs will vest quarterly over four years by 06/01/2029 with a one-year cliff and have no expiration date. F4 · derivative.expiration_date: The RSUs will vest quarterly over four years by 06/01/2029 with a one-year cliff and have no expiration date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 20:06 UTC | monday.com Ltd. MNDY · Entity 281 | Exercise / conversionOrdinary Shares | 1,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001178913-26-004407 · ownership.xml · nonDerivative · entry 1 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,618 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. F2 · balance_after: The amount reported in Column 5 corrects an error in the number of shares reported as beneficially owned following the transaction(s) reported on the Form 4 filed on behalf of the Reporting Person on 06/16/2026, which stated 1,020 shares; the correct amount was 5,144 shares. Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 20:03 UTC | monday.com Ltd. MNDY · Entity 281 | SaleOrdinary Shares | 838 | $78.77 | $66,009.26 |
DisclosureSEC source: 0001178913-26-003224 · zk2635560.xml · nonDerivative · entry 2 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,020 F1 · kind: Represents a mandatory sale to cover taxes associated with the vesting of equity awards held by the Reporting Person. Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 20:03 UTC | monday.com Ltd. MNDY · Entity 281 | Exercise / conversionRestricted Stock Units · Derivative | 1,858 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001178913-26-003224 · zk2635560.xml · derivative · entry 3 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,873 Underlying: Ordinary Shares · 1,858 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. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one Ordinary Share. F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one Ordinary Share. F3 · derivative.exercise_date: The RSUs will vest quarterly over four years by 03/12/2030 and have no expiration date. F3 · derivative.expiration_date: The RSUs will vest quarterly over four years by 03/12/2030 and have no expiration date. Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 20:03 UTC | monday.com Ltd. MNDY · Entity 281 | Exercise / conversionOrdinary Shares | 1,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001178913-26-003224 · zk2635560.xml · nonDerivative · entry 1 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,858 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 |
| June 02, 2026 Filed Jun 3, 2026 20:02 UTC | monday.com Ltd. MNDY · Entity 281 | SaleOrdinary Shares | 1,773 | $90.79 | $160,965.88 |
DisclosureSEC source: 0001178913-26-003075 · ownership.xml · nonDerivative · entry 2 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,124 F1 · kind: Represents a mandatory sale to cover taxes associated with the vesting of equity awards held by the Reporting Person. Read SEC document |
| June 02, 2026 Filed Jun 16, 2026 20:02 UTC Amendment | monday.com Ltd. MNDY · Entity 281 | SaleOrdinary Shares | 1,773 | $88.73 | $157,318.29 |
DisclosureSEC source: 0001178913-26-003223 · zk2635559.xml · nonDerivative · entry 1 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,124 F1 · kind: The Form 4 originally filed on behalf of the Reporting Person on June 3, 2026 stated an incorrect sales price in connection with the mandatory sale to cover taxes associated with the vesting of equity awards reported therein. This amendment is being filed to correct the sales price. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.63 to $88.85, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:02 UTC | monday.com Ltd. MNDY · Entity 281 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 2,948 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001178913-26-003075 · ownership.xml · derivative · entry 4 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,850 Underlying: Ordinary Shares · 2,948 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. F2 · derivative.exercise_price: Each Restricted Stock Unit and Performance Restricted Stock Unit represents a contingent right to receive one Ordinary Share. F2 · price: Each Restricted Stock Unit and Performance Restricted Stock Unit represents a contingent right to receive one Ordinary Share. F4 · derivative.exercise_date: The performance conditions have been met but the PSU is subject to time-based vesting. The PSUs will vest quarterly by 06/01/2029 and have no expiration date. F4 · derivative.expiration_date: The performance conditions have been met but the PSU is subject to time-based vesting. The PSUs will vest quarterly by 06/01/2029 and have no expiration date. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:02 UTC | monday.com Ltd. MNDY · Entity 281 | Exercise / conversionRestricted Stock Units · Derivative | 2,949 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001178913-26-003075 · ownership.xml · derivative · entry 3 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,849 Underlying: Ordinary Shares · 2,949 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. F2 · derivative.exercise_price: Each Restricted Stock Unit and Performance Restricted Stock Unit represents a contingent right to receive one Ordinary Share. F2 · price: Each Restricted Stock Unit and Performance Restricted Stock Unit represents a contingent right to receive one Ordinary Share. F3 · derivative.exercise_date: The Restricted Stock Units ("RSU") will vest quarterly over four years by 06/01/2029 with a one-year cliff and have no expiration date. F3 · derivative.expiration_date: The Restricted Stock Units ("RSU") will vest quarterly over four years by 06/01/2029 with a one-year cliff and have no expiration date. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:02 UTC | monday.com Ltd. MNDY · Entity 281 | Exercise / conversionOrdinary Shares | 5,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001178913-26-003075 · ownership.xml · nonDerivative · entry 1 George James Case · CIK 0002062362 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,897 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.