Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TUBEMOGUL INCTUBE · Entity 180224 | Director | September 06, 2016 | September 08, 2016 |
| ZILLOW GROUP, INC.Z AND ZG · Entity 3657 | President of Trulia | May 17, 2017 | May 19, 2017 |
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.
TUBEMOGUL INC
Report date September 06, 2016 · Filed September 08, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,077 |
Reported balance
After 2016-09-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-09-06 · Grant · Acquired 21,077 · Balance 21,077 F1: The reported shares are represented by restricted stock units or RSUs which vest over a three-year period as follows: 1/3rd of the shares underlying the RSU award vest on the date twelve months after the vesting commencement date and 1/3rd of the shares underlying the RSU award vest every twelve months thereafter, subject to the Reporting Person's continued service to the Issuer. F2: Of the reported shares, 21,077 shares are represented by RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are represented by restricted stock units or RSUs which vest over a three-year period as follows: 1/3rd of the shares underlying the RSU award vest on the date twelve months after the vesting commencement date and 1/3rd of the shares underlying the RSU award vest every twelve months thereafter, subject to the Reporting Person's continued service to the Issuer.
F2: Of the reported shares, 21,077 shares are represented by RSUs.
ZILLOW GROUP, INC.
Report date May 17, 2017 · Filed May 19, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 39,749 |
Ending reported balance
After 2017-05-18 transaction · row 5
3 source rows · reconciled sequenceRow 1 · 2017-05-17 · Exercise / conversion · Acquired 1,045 · Balance 41,190 Row 2 · 2017-05-17 · Exercise / conversion · Acquired 664 · Balance 41,854 Row 5 · 2017-05-18 · Sale · Disposed 2,105 · Balance 39,749 F1: Represents shares sold to cover tax withholding due upon vesting of restricted stock units. F2: The reported price is a weighted average sale price. These shares were sold in mulitiple transactions at prices ranging from $41.13 to $41.1701. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. |
| Class C Capital StockSEC Table I · non-derivative | Direct | 87,861 |
Ending reported balance
After 2017-05-18 transaction · row 6
3 source rows · reconciled sequenceRow 3 · 2017-05-17 · Exercise / conversion · Acquired 2,090 · Balance 91,095 Row 4 · 2017-05-17 · Exercise / conversion · Acquired 1,328 · Balance 92,423 Row 6 · 2017-05-18 · Sale · Disposed 4,562 · Balance 87,861 F1: Represents shares sold to cover tax withholding due upon vesting of restricted stock units. F3: The reported price is a weighted average sale price. These shares were sold in mulitiple transactions at prices ranging from $41.12 to $41.17. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,322 |
Reported balance
After 2017-05-17 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-05-17 · Exercise / conversion · Disposed 1,045 · Balance 7,322 F4: Represents restricted stock units, of which 1/4 vest on the one-year anniversary of 2/17/15 and an additional 1/16th vest after each three-month period thereafter over the next three years. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,649 |
Reported balance
After 2017-05-17 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-05-17 · Exercise / conversion · Disposed 664 · Balance 4,649 F5: Represents restricted stock units of which 1/8th vest on the six-month anniversary of 2/17/15 and an additional 1/16th vest after each three-month period thereafter over the next three and a half years. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,644 |
Reported balance
After 2017-05-17 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-05-17 · Exercise / conversion · Disposed 2,090 · Balance 14,644 F4: Represents restricted stock units, of which 1/4 vest on the one-year anniversary of 2/17/15 and an additional 1/16th vest after each three-month period thereafter over the next three years. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 9,298 |
Reported balance
After 2017-05-17 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2017-05-17 · Exercise / conversion · Disposed 1,328 · Balance 9,298 F5: Represents restricted stock units of which 1/8th vest on the six-month anniversary of 2/17/15 and an additional 1/16th vest after each three-month period thereafter over the next three and a half years. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares sold to cover tax withholding due upon vesting of restricted stock units.
F2: The reported price is a weighted average sale price. These shares were sold in mulitiple transactions at prices ranging from $41.13 to $41.1701. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range.
F3: The reported price is a weighted average sale price. These shares were sold in mulitiple transactions at prices ranging from $41.12 to $41.17. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range.
F4: Represents restricted stock units, of which 1/4 vest on the one-year anniversary of 2/17/15 and an additional 1/16th vest after each three-month period thereafter over the next three years.
F5: Represents restricted stock units of which 1/8th vest on the six-month anniversary of 2/17/15 and an additional 1/16th vest after each three-month period thereafter over the next three and a half years.
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 |
|---|---|---|---|---|---|---|
| February 15, 2017 Filed Feb 17, 2017 21:14 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionRestricted Stock Units · Derivative | 834 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003762 · doc4.xml · derivative · entry 6 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class C Capital Stock · 834 shares Expires 2017-02-15 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 |
| February 15, 2017 Filed Feb 17, 2017 21:14 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionRestricted Stock Units · Derivative | 417 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003762 · doc4.xml · derivative · entry 5 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 417 shares Expires 2017-02-15 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 |
| February 15, 2017 Filed Feb 17, 2017 21:14 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass C Capital Stock | 834 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003762 · doc4.xml · nonDerivative · entry 2 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,339 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 |
| February 15, 2017 Filed Feb 17, 2017 21:14 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass A Common Stock | 417 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003762 · doc4.xml · nonDerivative · entry 1 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,203 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 18, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | SaleClass C Capital Stock | 1,816 | $36.15 | $65,655.66 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · nonDerivative · entry 10 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,505 F1 · shares: Represents shares sold to cover tax withholding due upon vesting. Read SEC document |
| November 18, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | SaleClass A Common Stock | 905 | $35.21 | $31,865.05 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · nonDerivative · entry 9 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,786 F1 · shares: Represents shares sold to cover tax withholding due upon vesting. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | SaleClass C Capital Stock | 2,788 | $36.36 | $101,374.47 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · nonDerivative · entry 8 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,321 F1 · shares: Represents shares sold to cover tax withholding due upon vesting. F2 · price: The reported price is a weighted average sale price. These shares were sold in mulitiple transactions at prices ranging from $36.3510 to $36.3620. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | SaleClass A Common Stock | 1,377 | $35.38 | $48,723.08 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · nonDerivative · entry 7 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,691 F1 · shares: Represents shares sold to cover tax withholding due upon vesting. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionRestricted Stock Units · Derivative | 832 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · derivative · entry 16 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 834 Underlying: Class C Capital Stock · 832 shares Expires 2017-02-15 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 16, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionRestricted Stock Units · Derivative | 1,328 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · derivative · entry 15 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,954 Underlying: Class C Capital Stock · 1,328 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. F4 · derivative.exercise_date: Represents restricted stock units of which 1/8th vest on the six-month anniversary of 2/17/15 and an additional 1/16th vest after each three-month period thereafter over the next three and a half years. F5 · derivative.expiration_date: The remainder of the unvested RSU will vest in accordance with the vesting schedule of the related RSU for Class A shares, as adjusted, for which the Class C dividend was paid. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionRestricted Stock Units · Derivative | 2,092 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · derivative · entry 14 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,826 Underlying: Class C Capital Stock · 2,092 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_date: Represents restricted stock units, of which 1/4 vest on the one-year anniversary of 2/17/15 and an additional 1/16th vest after each three-month period thereafter over the next three years. F5 · derivative.expiration_date: The remainder of the unvested RSU will vest in accordance with the vesting schedule of the related RSU for Class A shares, as adjusted, for which the Class C dividend was paid. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionRestricted Stock Units · Derivative | 664 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · derivative · entry 13 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,977 Underlying: Class A Common Stock · 664 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. F4 · derivative.exercise_date: Represents restricted stock units of which 1/8th vest on the six-month anniversary of 2/17/15 and an additional 1/16th vest after each three-month period thereafter over the next three and a half years. F4 · derivative.expiration_date: Represents restricted stock units of which 1/8th vest on the six-month anniversary of 2/17/15 and an additional 1/16th vest after each three-month period thereafter over the next three and a half years. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionRestricted Stock Units · Derivative | 416 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · derivative · entry 12 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417 Underlying: Class A Common Stock · 416 shares Expires 2017-02-15 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 16, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionRestricted Stock Units · Derivative | 1,046 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · derivative · entry 11 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,413 Underlying: Class A Common Stock · 1,046 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_date: Represents restricted stock units, of which 1/4 vest on the one-year anniversary of 2/17/15 and an additional 1/16th vest after each three-month period thereafter over the next three years. F3 · derivative.expiration_date: Represents restricted stock units, of which 1/4 vest on the one-year anniversary of 2/17/15 and an additional 1/16th vest after each three-month period thereafter over the next three years. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass C Capital Stock | 832 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · nonDerivative · entry 6 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,109 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 16, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass C Capital Stock | 1,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · nonDerivative · entry 5 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,277 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 16, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass C Capital Stock | 2,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · nonDerivative · entry 4 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,949 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 16, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass A Common Stock | 416 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · nonDerivative · entry 3 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,068 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 16, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass A Common Stock | 664 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · nonDerivative · entry 2 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,652 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 16, 2016 Filed Nov 18, 2016 22:01 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass A Common Stock | 1,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041999 · doc4.xml · nonDerivative · entry 1 Levine Paul M. · CIK 0001558272 · President of Trulia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,988 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 06, 2016 Filed Sep 8, 2016 21:07 UTC | TUBEMOGUL INC TUBE · Entity 180224 | GrantCommon Stock | 21,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001558272-16-000005 · edgar.xml · nonDerivative · entry 1 Levine Paul M. · CIK 0001558272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,077 F1 · shares: The reported shares are represented by restricted stock units or RSUs which vest over a three-year period as follows: 1/3rd of the shares underlying the RSU award vest on the date twelve months after the vesting commencement date and 1/3rd of the shares underlying the RSU award vest every twelve months thereafter, subject to the Reporting Person's continued service to the Issuer. F2 · balance_after: Of the reported shares, 21,077 shares are represented by RSUs. 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.