Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Velo3D, Inc.VELO · Entity 5750 | Director · CEO · 10% owner | August 15, 2026 | August 28, 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.
Velo3D, Inc.
Report date August 15, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,874 |
Reported balance
After 2026-08-15 transaction · row 1
1 source rowRow 1 · 2026-08-15 · Exercise / conversion · Acquired 3,146 · Balance 18,874 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 31,455 |
Reported balance
After 2026-08-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-15 · Exercise / conversion · Disposed 3,146 · Balance 31,455 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Company's common stock upon settlement for no consideration. F3: The RSUs shall vest 25% of the total grant on February 15, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years on Feb 15, May 15, August 15, and November 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. |
| Common StockSEC Table I · non-derivative | IndirectSee note | 12,737,940 |
Reported balance
Holding disclosure · report date 2026-08-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,737,940 F1: Held by Arrayed Notes Acquisition Corp. ("Arrayed"), a wholly owned subsidiary of Arrayed Additive, Inc. The Reporting Person is the Chief Executive Officer and President and sole equity holder of Arrayed Additive, Inc. and is the Chief Executive Officer of Arrayed. |
Filing footnotes · ownership attribution and instrument terms
F1: Held by Arrayed Notes Acquisition Corp. ("Arrayed"), a wholly owned subsidiary of Arrayed Additive, Inc. The Reporting Person is the Chief Executive Officer and President and sole equity holder of Arrayed Additive, Inc. and is the Chief Executive Officer of Arrayed.
F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Company's common stock upon settlement for no consideration.
F3: The RSUs shall vest 25% of the total grant on February 15, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years on Feb 15, May 15, August 15, and November 15, subject to the Reporting Person's continued service to the Issuer on each vesting 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 |
|---|---|---|---|---|---|---|
| August 15, 2026 Filed Aug 28, 2026 17:17 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionRestricted Stock Units · Derivative | 3,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-374747 · ownership.xml · derivative · entry 3 Jeldi Arun · CIK 0002050529 · Director · CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,455 Underlying: Common Stock · 3,146 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 share of the Company's common stock upon settlement for no consideration. F3 · derivative.exercise_date: The RSUs shall vest 25% of the total grant on February 15, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years on Feb 15, May 15, August 15, and November 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. F3 · derivative.expiration_date: The RSUs shall vest 25% of the total grant on February 15, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years on Feb 15, May 15, August 15, and November 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| August 15, 2026 Filed Aug 28, 2026 17:17 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionCommon Stock | 3,146 | $16.16 | $50,839.36 |
DisclosureSEC source: 0001193125-26-374747 · ownership.xml · nonDerivative · entry 1 Jeldi Arun · CIK 0002050529 · Director · CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,874 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 29, 2026 Filed Jun 30, 2026 22:19 UTC | Velo3D, Inc. VELO · Entity 5750 | GrantStock Option (right to buy) · Derivative | 964,474 | $0.00 Strike: $18.40 | $0.00 |
DisclosureSEC source: 0001193125-26-290952 · ownership.xml · derivative · entry 1 Jeldi Arun · CIK 0002050529 · Director · CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 964,474 Underlying: Common stock · 964,474 shares Expires 2036-06-29 F1 · derivative.exercise_date: On June 29, 2026, Arun Jeldi was granted an option to purchase 964,474 shares of common stock ("Shares") of Velo3D, Inc. (the "Company"). The option will vest based on the achievement of the following milestones within five years following the grant date: (i) the option will vest with respect to 10% of the Shares subject thereto when the "market capitalization" (as defined in the award agreement) reaches $1 billion; (ii) the option will vest with respect to an additional 20% of the Shares subject thereto when the market capitalization reaches $3 billion; (iii) the option will vest with respect to an additional 30% of the Shares subject thereto when the market capitalization reaches $5 billion; and (iv) the option will vest with respect to the final 40% of the Shares subject thereto when the market capitalization reaches $10 billion, provided in each case that Mr. Jeldi remains in service with the Company through the achievement of the applicable milestone. F1 · balance_after: On June 29, 2026, Arun Jeldi was granted an option to purchase 964,474 shares of common stock ("Shares") of Velo3D, Inc. (the "Company"). The option will vest based on the achievement of the following milestones within five years following the grant date: (i) the option will vest with respect to 10% of the Shares subject thereto when the "market capitalization" (as defined in the award agreement) reaches $1 billion; (ii) the option will vest with respect to an additional 20% of the Shares subject thereto when the market capitalization reaches $3 billion; (iii) the option will vest with respect to an additional 30% of the Shares subject thereto when the market capitalization reaches $5 billion; and (iv) the option will vest with respect to the final 40% of the Shares subject thereto when the market capitalization reaches $10 billion, provided in each case that Mr. Jeldi remains in service with the Company through the achievement of the applicable milestone. Read SEC document |
| May 15, 2026 Filed May 18, 2026 21:14 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionRestricted Stock Units · Derivative | 3,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-229131 · ownership.xml · derivative · entry 3 Jeldi Arun · CIK 0002050529 · Director · CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,601 Underlying: Common Stock · 3,145 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 share of the Company's common stock upon settlement for no consideration. F4 · derivative.exercise_date: The RSUs shall vest 25% of the total grant on February 15, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years on Feb 15, May 15, August 15, and November 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. The reporting person's Form 4 filed on May 12, 2025 inadvertently erroneously reported that the initial vesting date for the RSUs was February 15, 2025. F4 · derivative.expiration_date: The RSUs shall vest 25% of the total grant on February 15, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years on Feb 15, May 15, August 15, and November 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. The reporting person's Form 4 filed on May 12, 2025 inadvertently erroneously reported that the initial vesting date for the RSUs was February 15, 2025. Read SEC document |
| May 15, 2026 Filed May 18, 2026 21:14 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionCommon Stock | 3,145 | $19.84 | $62,396.80 |
DisclosureSEC source: 0001193125-26-229131 · ownership.xml · nonDerivative · entry 1 Jeldi Arun · CIK 0002050529 · Director · CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,728 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 · balance_after: The amount previously reported as directly owned shares incorrectly reflected unvested restricted stock units. The correct directly owned share balance following the current vesting transaction is 15,728 shares (12,583 + 3,145). Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 21:04 UTC | Velo3D, Inc. VELO · Entity 5750 | Conversion12.0% Senior Secured Convertible Promissory Note · Derivative | 5,000,000 | $0.00 Strike: $16.38 | $0.00 |
DisclosureSEC source: 0001193125-26-096480 · ownership.xml · derivative · entry 4 Jeldi Arun · CIK 0002050529 · Director · CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Note Disclosed balance after: 0 Underlying: Common Stock · 305,250 shares Expires 2027-02-14 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 · kind: On March 4, 2026, Arrayed delivered a Notice of Conversion to the Company, for the conversion of $5,000,000 of principal amount of the January Note, together with accrued and unpaid interest thereon, into 394,517 shares of common stock of the Company. F3 · derivative.underlying_shares: On March 4, 2026, Arrayed delivered a Notice of Conversion to the Company, for the conversion of $5,000,000 of principal amount of the January Note, together with accrued and unpaid interest thereon, into 394,517 shares of common stock of the Company. F1 · ownership.nature: Held by Arrayed Notes Acquisition Corp. ("Arrayed"), a wholly owned subsidiary of Arrayed Additive, Inc. The Reporting Person is the Chief Executive Officer and President and sole equity holder of Arrayed Additive, Inc. and is the Chief Executive Officer of Arrayed. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 21:04 UTC | Velo3D, Inc. VELO · Entity 5750 | Purchase12.0% Senior Secured Convertible Promissory Note · Derivative | 5,000,000 | $6,390,707.73 Strike: $16.38 | $31,953,538,650,000.00 |
DisclosureSEC source: 0001193125-26-096480 · ownership.xml · derivative · entry 3 Jeldi Arun · CIK 0002050529 · Director · CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Note Disclosed balance after: 5,000,000 Underlying: Common Stock · 305,250 shares Expires 2027-02-14 F2 · kind: Consists of a Senior Secured Convertible Promissory Note dated January 7, 2025 (the "January Note") in the principal amount of $5,000,000, held by Arrayed. The Reporting Person has the right, at its option, to convert all or any portion of the $5,000,000 principal amount of the January Note, together with accrued and unpaid interest thereon, into shares of common stock, par value $0.00001 per share, of Velo3D, Inc. (the "Company"). F1 · ownership.nature: Held by Arrayed Notes Acquisition Corp. ("Arrayed"), a wholly owned subsidiary of Arrayed Additive, Inc. The Reporting Person is the Chief Executive Officer and President and sole equity holder of Arrayed Additive, Inc. and is the Chief Executive Officer of Arrayed. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 21:04 UTC | Velo3D, Inc. VELO · Entity 5750 | ConversionCommon Stock | 394,517 | $16.38 | $6,462,188.46 |
DisclosureSEC source: 0001193125-26-096480 · ownership.xml · nonDerivative · entry 1 Jeldi Arun · CIK 0002050529 · Director · CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Note Disclosed balance after: 12,737,940 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 · ownership.nature: Held by Arrayed Notes Acquisition Corp. ("Arrayed"), a wholly owned subsidiary of Arrayed Additive, Inc. The Reporting Person is the Chief Executive Officer and President and sole equity holder of Arrayed Additive, Inc. and is the Chief Executive Officer of Arrayed. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:05 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionRestricted Stock Units · Derivative | 12,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-057028 · ownership.xml · derivative · entry 2 Jeldi Arun · CIK 0002050529 · Director · CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,746 Underlying: Common Stock · 12,583 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 share of the Company's common stock upon settlement for no consideration. F3 · derivative.exercise_date: The RSUs shall vest 25% of the total grant on February 15, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years on Feb 15, May 15, August 15, and November 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. The reporting person's Form 4 filed on May 12, 2025 inadvertently erroneously reported that the initial vesting date for the RSUs was February 15, 2025. F3 · derivative.expiration_date: The RSUs shall vest 25% of the total grant on February 15, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years on Feb 15, May 15, August 15, and November 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. The reporting person's Form 4 filed on May 12, 2025 inadvertently erroneously reported that the initial vesting date for the RSUs was February 15, 2025. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:05 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionCommon Stock | 12,583 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057028 · ownership.xml · nonDerivative · entry 1 Jeldi Arun · CIK 0002050529 · Director · CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,746 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 · shares: All share figures in this report give effect to the Company's 1-for-15 reverse stock split, which was effective July 28, 2025. F2 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Company's common stock upon settlement for no consideration. Read SEC document |
| February 12, 2025 Filed May 12, 2025 18:13 UTC | Velo3D, Inc. VLDX · Entity 5750 | Exercise / conversionRestricted stock unit · Derivative | 754,934 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-069012 · ownership.xml · derivative · entry 1 Jeldi Arun · CIK 0002050529 · Director · CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 754,934 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 ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: New hire RSU grant -The RSUs vests as to 1/4th of the total grant on February 15, 2025, and thereafter 1/12th of the total grant vests quarterly until such time as the RSUs are 100% vested, subject to the continued service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: New hire RSU grant -The RSUs vests as to 1/4th of the total grant on February 15, 2025, and thereafter 1/12th of the total grant vests quarterly until such time as the RSUs are 100% vested, subject to the continued service of the Reporting Person on each vesting date. 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.