organization · Reporting owner
GREEN IRREVOCABLE TRUST OF 2015
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Trade Desk, Inc.TTD · Entity 3752 | 10% owner | March 03, 2017 | March 06, 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.
Trade Desk, Inc.
Report date March 03, 2017 · Filed March 06, 2017
Jointly reported with Green Jeffrey Terry
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,936,400 |
Reported balance
After 2017-03-03 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2017-03-03 · Conversion · Acquired 1,900,000 · Balance 1,936,400 F1: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. |
| Class A Common StockSEC Table I · non-derivative | Direct | 36,400 |
Reported balance
After 2017-03-03 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2017-03-03 · Sale · Disposed 1,900,000 · Balance 36,400 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Last balance in matching sequence
After 2017-03-03 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2017-03-03 · Conversion · Acquired 299,999 · Balance 299,999 F1: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F2: Represents securities held by the Green Irrevocable Trust of 2015 (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust. Mr. Green disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. The Trust may be deemed to be the beneficial owner of 10% or more of the shares of the Issuer. Row 4 · 2017-03-03 · Sale · Disposed 299,999 · Balance 0 F2: Represents securities held by the Green Irrevocable Trust of 2015 (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust. Mr. Green disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. The Trust may be deemed to be the beneficial owner of 10% or more of the shares of the Issuer. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 5,386,331 |
Reported balance
After 2017-03-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-03-03 · Conversion · Disposed 1,900,000 · Balance 5,386,331 F1: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Trust | 1,266,667 |
Reported balance
After 2017-03-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-03-03 · Conversion · Disposed 299,999 · Balance 1,266,667 F1: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F2: Represents securities held by the Green Irrevocable Trust of 2015 (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust. Mr. Green disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. The Trust may be deemed to be the beneficial owner of 10% or more of the shares of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time.
F2: Represents securities held by the Green Irrevocable Trust of 2015 (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust. Mr. Green disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. The Trust may be deemed to be the beneficial owner of 10% or more of the shares of the Issuer.
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 |
|---|---|---|---|---|---|---|
| March 03, 2017 Filed Mar 6, 2017 16:25 UTC | Trade Desk, Inc. TTD · Entity 3752 | ConversionClass B Common Stock · Derivative | 299,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018307 · doc4.xml · derivative · entry 6 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner GREEN IRREVOCABLE TRUST OF 2015 · CIK 0001685014 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,266,667 Underlying: Class A Common Stock · 299,999 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 share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F1 · derivative.exercise_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F1 · derivative.expiration_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F2 · ownership.nature: Represents securities held by the Green Irrevocable Trust of 2015 (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust. Mr. Green disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. The Trust may be deemed to be the beneficial owner of 10% or more of the shares of the Issuer. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:25 UTC | Trade Desk, Inc. TTD · Entity 3752 | ConversionClass B Common Stock · Derivative | 1,900,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018307 · doc4.xml · derivative · entry 5 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner GREEN IRREVOCABLE TRUST OF 2015 · CIK 0001685014 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,386,331 Underlying: Class A Common Stock · 1,900,000 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 share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F1 · derivative.exercise_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F1 · derivative.expiration_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:25 UTC | Trade Desk, Inc. TTD · Entity 3752 | SaleClass A Common Stock | 299,999 | $35.50 | $10,649,964.50 |
DisclosureSEC source: 0001209191-17-018307 · doc4.xml · nonDerivative · entry 4 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner GREEN IRREVOCABLE TRUST OF 2015 · CIK 0001685014 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F2 · ownership.nature: Represents securities held by the Green Irrevocable Trust of 2015 (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust. Mr. Green disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. The Trust may be deemed to be the beneficial owner of 10% or more of the shares of the Issuer. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:25 UTC | Trade Desk, Inc. TTD · Entity 3752 | SaleClass A Common Stock | 1,900,000 | $35.50 | $67,450,000.00 |
DisclosureSEC source: 0001209191-17-018307 · doc4.xml · nonDerivative · entry 3 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner GREEN IRREVOCABLE TRUST OF 2015 · CIK 0001685014 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,400 Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:25 UTC | Trade Desk, Inc. TTD · Entity 3752 | ConversionClass A Common Stock | 299,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018307 · doc4.xml · nonDerivative · entry 2 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner GREEN IRREVOCABLE TRUST OF 2015 · CIK 0001685014 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 299,999 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 share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F2 · ownership.nature: Represents securities held by the Green Irrevocable Trust of 2015 (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust. Mr. Green disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. The Trust may be deemed to be the beneficial owner of 10% or more of the shares of the Issuer. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:25 UTC | Trade Desk, Inc. TTD · Entity 3752 | ConversionClass A Common Stock | 1,900,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018307 · doc4.xml · nonDerivative · entry 1 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner GREEN IRREVOCABLE TRUST OF 2015 · CIK 0001685014 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,936,400 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 share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. 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.