Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Uber Technologies, IncUBER · Entity 2867 | Director | May 09, 2019 | May 13, 2019 |
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.
Uber Technologies, Inc
Report date May 09, 2019 · Filed May 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,298,845 |
Ending reported balance
After 2019-05-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-05-09 · Grant · Acquired 59,625 · Balance 26,325,245 F1: Consists of restricted stock units ("RSUs") for which the performance condition was satisfied upon the effectiveness of the Company's initial public offering. Row 2 · 2019-05-09 · Tax withholding · Disposed 26,400 · Balance 26,298,845 F2: Shares withheld to satisfy tax liability upon vesting of RSUs. |
| Common StockSEC Table I · non-derivative | IndirectIrrevocable Remainder Trust | 4,655,648 |
Reported balance
Holding disclosure · report date 2019-05-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,655,648 F3: Shares held by The Graves Irrevocable Remainder Trust u/a/d February 25, 2015 for which Mr. Graves and his wife are trustees. |
| Common StockSEC Table I · non-derivative | IndirectAnnuity Trust | 1,485,884 |
Reported balance
Holding disclosure · report date 2019-05-09 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,485,884 F4: Shares held by The Ryan Graves 2018 Annuity Trust u/a/d/ 5/21/2018 for which Mr. Graves is trustee. |
| Common StockSEC Table I · non-derivative | IndirectIrrevocable Descendants' Trust | 550,000 |
Reported balance
Holding disclosure · report date 2019-05-09 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 550,000 F5: Shares held by The Graves 2018 Irrevocable Descendants' Trust u/a/d 5/21/2018, of which Mr. Graves and his family are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectSpouse's Annuity Trust | 1,485,884 |
Reported balance
Holding disclosure · report date 2019-05-09 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,485,884 F6: Shares held by The Molly Graves 2018 Annuity Trust, for which Mr. Graves's wife is trustee. Mr. Graves disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs") for which the performance condition was satisfied upon the effectiveness of the Company's initial public offering.
F2: Shares withheld to satisfy tax liability upon vesting of RSUs.
F3: Shares held by The Graves Irrevocable Remainder Trust u/a/d February 25, 2015 for which Mr. Graves and his wife are trustees.
F4: Shares held by The Ryan Graves 2018 Annuity Trust u/a/d/ 5/21/2018 for which Mr. Graves is trustee.
F5: Shares held by The Graves 2018 Irrevocable Descendants' Trust u/a/d 5/21/2018, of which Mr. Graves and his family are beneficiaries.
F6: Shares held by The Molly Graves 2018 Annuity Trust, for which Mr. Graves's wife is trustee. Mr. Graves disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Metromile, LLC
Report date July 28, 2022 · Filed July 29, 2022
Section 16 reporting ended · disclosed 2022-07-29. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 06, 2021 Filed Aug 10, 2021 21:37 UTC | Metromile, LLC MILE · Entity 125017 | GrantCommon Stock | 28,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-050752 · doc4.xml · nonDerivative · entry 1 Graves Ryan · CIK 0001775287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,384 F1 · shares: Comprised of shares subject to restricted stock units ("RSUs"). 1/3rd of the RSUs shall vest on March 6, 2022 with the remaining RSUs vesting in equal installments of 1/12th of the total number of RSUs on each Quarterly Vesting Date (June 6, September 6, December 6 and March 6) thereafter, subject to the Reporting Person's Continuous Service through each such date. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 21:40 UTC | Metromile, LLC MILE · Entity 125017 | GrantCommon Stock | 1,500,000 | $10.00 | $15,000,000.00 |
DisclosureSEC source: 0001209191-21-009970 · doc4.xml · nonDerivative · entry 3 Graves Ryan · CIK 0001775287 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,917,539 F6 · shares: As previously disclosed, on November 24, 2020, the Issuer entered into subscription agreements (the "Subscription Agreements") with certain investors (the "PIPE investors") pursuant to which such investors agreed to purchase, immediately prior to the closing of the Business Combination, an aggregate of $170,000,000 of the Issuer's shares of common stock at a price of $10.00 per share, or an aggregate of 17,00,000 shares of common stock. Cohen & Company, LLC, and its affiliates are among the PIPE Investors through a special purpose vehicle (the "Cohen SPV"). Graves Irrevocable Trust is a member of the Cohen SPV and has a pecuniary interest therein. F5 · ownership.nature: The shares are held by The Graves Irrevocable Remainder Trust ("Graves Irrevocable Trust"). Mr. Graves may be deemed to have voting and dispositive power over the securities held by Graves Irrevocable Trust. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 21:40 UTC | Metromile, LLC MILE · Entity 125017 | GrantCommon Stock | 417,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009970 · doc4.xml · nonDerivative · entry 2 Graves Ryan · CIK 0001775287 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 417,539 F1 · kind: Received pursuant to the Agreement and Plan of Merger and Reorganization, dated as of November 24, 2020, as amended January 12, 2021 and further amended February 8, 2021, by and among INSU Acquisition Corp. II (n/k/a Metromile, Inc.) (the "Issuer"), INSU II Merger Sub Corp. and MetroMile, Inc. (n/k/a Metromile Operating Company) ("Legacy Metromile") (the "Merger Agreement") pursuant to which, through a series of mergers Legacy Metromile became a direct, wholly-owned subsidiary of the Issuer. Pursuant to the Merger Agreement former securityholders of Legacy Metromile will receive additional shares of the Issuer's common stock (the "Additional Shares") if the closing sale price of the Issuer's common stock exceeds $15.00 per share for 20 out of any 30 consecutive trading days during the first two years following the closing of the merger. F4 · shares: Includes 44,430 shares to be received as Additional Shares. F5 · ownership.nature: The shares are held by The Graves Irrevocable Remainder Trust ("Graves Irrevocable Trust"). Mr. Graves may be deemed to have voting and dispositive power over the securities held by Graves Irrevocable Trust. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 21:40 UTC | Metromile, LLC MILE · Entity 125017 | GrantCommon Stock | 3,131,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009970 · doc4.xml · nonDerivative · entry 1 Graves Ryan · CIK 0001775287 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,131,548 F1 · kind: Received pursuant to the Agreement and Plan of Merger and Reorganization, dated as of November 24, 2020, as amended January 12, 2021 and further amended February 8, 2021, by and among INSU Acquisition Corp. II (n/k/a Metromile, Inc.) (the "Issuer"), INSU II Merger Sub Corp. and MetroMile, Inc. (n/k/a Metromile Operating Company) ("Legacy Metromile") (the "Merger Agreement") pursuant to which, through a series of mergers Legacy Metromile became a direct, wholly-owned subsidiary of the Issuer. Pursuant to the Merger Agreement former securityholders of Legacy Metromile will receive additional shares of the Issuer's common stock (the "Additional Shares") if the closing sale price of the Issuer's common stock exceeds $15.00 per share for 20 out of any 30 consecutive trading days during the first two years following the closing of the merger. F2 · shares: Includes 333,229 shares to be received as Additional Shares. F3 · ownership.nature: The shares are held by Saltwater Capital ("Saltwater"). Mr. Graves may be deemed to have voting and dispositive power over the securities held by Saltwater. Read SEC document |
| February 09, 2021 Filed Mar 12, 2021 16:52 UTC Amendment | Metromile, LLC MILE · Entity 125017 | GrantCommon Stock | 1,500,000 | $10.00 | $15,000,000.00 |
DisclosureSEC source: 0001209191-21-020208 · doc4a.xml · nonDerivative · entry 3 Graves Ryan · CIK 0001775287 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,917,796 F6 · shares: As previously disclosed, on November 24, 2020, the Issuer entered into subscription agreements (the "Subscription Agreements") with certain investors (the "PIPE investors") pursuant to which such investors agreed to purchase, immediately prior to the closing of the Business Combination, an aggregate of $170,000,000 of the Issuer's shares of common stock at a price of $10.00 per share, or an aggregate of 17,00,000 shares of common stock. Cohen & Company, LLC, and its affiliates are among the PIPE Investors through a special purpose vehicle (the "Cohen SPV"). Graves Irrevocable Trust is a member of the Cohen SPV and has a pecuniary interest therein. F5 · ownership.nature: The shares are held by The Graves Irrevocable Remainder Trust ("Graves Irrevocable Trust"). Mr. Graves may be deemed to have voting and dispositive power over the securities held by Graves Irrevocable Trust. Read SEC document |
| February 09, 2021 Filed Mar 12, 2021 16:52 UTC Amendment | Metromile, LLC MILE · Entity 125017 | GrantCommon Stock | 417,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-020208 · doc4a.xml · nonDerivative · entry 2 Graves Ryan · CIK 0001775287 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 417,796 F1 · kind: Received pursuant to the Agreement and Plan of Merger and Reorganization, dated as of November 24, 2020, as amended January 12, 2021 and further amended February 8, 2021, by and among INSU Acquisition Corp. II (n/k/a Metromile, Inc.) (the "Issuer"), INSU II Merger Sub Corp. and MetroMile, Inc. (n/k/a Metromile Operating Company) ("Legacy Metromile") (the "Merger Agreement") pursuant to which, through a series of mergers Legacy Metromile became a direct, wholly-owned subsidiary of the Issuer. Pursuant to the Merger Agreement former securityholders of Legacy Metromile will receive additional shares of the Issuer's common stock (the "Additional Shares") if the closing sale price of the Issuer's common stock exceeds $15.00 per share for 20 out of any 30 consecutive trading days during the first two years following the closing of the merger. The transactions contemplated by the Merger Agreement are referred to herein as the "Business Combination." F4 · shares: Includes 44,458 shares to be received as Additional Shares. F5 · ownership.nature: The shares are held by The Graves Irrevocable Remainder Trust ("Graves Irrevocable Trust"). Mr. Graves may be deemed to have voting and dispositive power over the securities held by Graves Irrevocable Trust. Read SEC document |
| February 09, 2021 Filed Mar 12, 2021 16:52 UTC Amendment | Metromile, LLC MILE · Entity 125017 | GrantCommon Stock | 3,133,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-020208 · doc4a.xml · nonDerivative · entry 1 Graves Ryan · CIK 0001775287 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,133,471 F1 · kind: Received pursuant to the Agreement and Plan of Merger and Reorganization, dated as of November 24, 2020, as amended January 12, 2021 and further amended February 8, 2021, by and among INSU Acquisition Corp. II (n/k/a Metromile, Inc.) (the "Issuer"), INSU II Merger Sub Corp. and MetroMile, Inc. (n/k/a Metromile Operating Company) ("Legacy Metromile") (the "Merger Agreement") pursuant to which, through a series of mergers Legacy Metromile became a direct, wholly-owned subsidiary of the Issuer. Pursuant to the Merger Agreement former securityholders of Legacy Metromile will receive additional shares of the Issuer's common stock (the "Additional Shares") if the closing sale price of the Issuer's common stock exceeds $15.00 per share for 20 out of any 30 consecutive trading days during the first two years following the closing of the merger. The transactions contemplated by the Merger Agreement are referred to herein as the "Business Combination." F2 · shares: Includes 333,438 shares to be received as Additional Shares. F3 · ownership.nature: The shares are held by Saltwater Capital ("Saltwater"). Mr. Graves may be deemed to have voting and dispositive power over the securities held by Saltwater. Read SEC document |
| May 09, 2019 Filed May 13, 2019 22:05 UTC | Uber Technologies, Inc UBER · Entity 2867 | Tax withholdingCommon Stock | 26,400 | $45.00 | $1,188,000.00 |
DisclosureSEC source: 0000899243-19-013304 · doc4.xml · nonDerivative · entry 2 Graves Ryan · CIK 0001775287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,298,845 F2 · shares: Shares withheld to satisfy tax liability upon vesting of RSUs. Read SEC document |
| May 09, 2019 Filed May 13, 2019 22:05 UTC | Uber Technologies, Inc UBER · Entity 2867 | GrantCommon Stock | 59,625 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-013304 · doc4.xml · nonDerivative · entry 1 Graves Ryan · CIK 0001775287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,325,245 F1 · shares: Consists of restricted stock units ("RSUs") for which the performance condition was satisfied upon the effectiveness of the Company's initial public offering. 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.