Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LendingTree, Inc.TREE · Entity 5694 | Director | June 09, 2021 | June 11, 2021 |
| SIRIUS XM HOLDINGS INC.(SIRI) · Entity 3564 | Director · CEO | August 26, 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.
LendingTree, Inc.
Report date June 09, 2021 · Filed June 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 474 |
Reported balance
After 2021-06-09 transaction · row 1
1 source rowRow 1 · 2021-06-09 · Exercise / conversion · Acquired 399 · Balance 474 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2021-06-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-06-09 · Exercise / conversion · Disposed 399 · Balance 0 F1: These restricted stock units vested on the earlier of June 10, 2021 and the date of the issuer's 2021 annual meeting of stockholders. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 557 |
Reported balance
After 2021-06-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-06-09 · Grant · Acquired 557 · Balance 557 F2: These restricted stock units will vest on the earlier of June 9, 2022 and the date of the issuer's 2022 annual meeting of stockholders. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $206.52 · Expires 2031-06-09 | Direct | 633 |
Reported balance
After 2021-06-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-06-09 · Grant · Acquired 633 · Balance 633 F3: These stock options vested in full on the grant date. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $206.52 · Expires 2031-06-09 | Direct | 521 |
Reported balance
After 2021-06-09 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-06-09 · Grant · Acquired 521 · Balance 521 F4: These stock options will vest on the earlier of June 9, 2022 and the date of the issuer's 2022 annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units vested on the earlier of June 10, 2021 and the date of the issuer's 2021 annual meeting of stockholders.
F2: These restricted stock units will vest on the earlier of June 9, 2022 and the date of the issuer's 2022 annual meeting of stockholders.
F3: These stock options vested in full on the grant date.
F4: These stock options will vest on the earlier of June 9, 2022 and the date of the issuer's 2022 annual meeting of stockholders.
SIRIUS XM HOLDINGS INC.
Report date August 26, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 382,012 |
Reported balance
After 2026-08-26 transaction · row 1
1 source rowRow 1 · 2026-08-26 · Grant · Acquired 1,419 · Balance 382,012 F1: On August 26, 2026, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.27 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, August 10, 2026. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,411 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,411 |
Filing footnotes · ownership attribution and instrument terms
F1: On August 26, 2026, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.27 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, August 10, 2026. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate.
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 21, 2018 Filed Aug 23, 2018 20:09 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Tax withholdingCommon Stock | 20,201 | $6.95 | $140,396.95 |
DisclosureSEC source: 0001225208-18-012875 · doc4.xml · nonDerivative · entry 1 Witz Jennifer C · CIK 0001714891 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628,684 F1 · shares: Represents the surrender of common stock to the Company to cover withholding taxes upon the vesting of restricted stock units. Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 20:08 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Tax withholdingCommon Stock | 50,476 | $6.87 | $346,770.12 |
DisclosureSEC source: 0001225208-18-012392 · doc4.xml · nonDerivative · entry 1 Witz Jennifer C · CIK 0001714891 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 648,885 F1 · shares: Represents the surrender of common stock to the Company to cover withholding taxes upon the vesting of restricted stock units. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 22:41 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 1,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-010067 · doc4.xml · nonDerivative · entry 1 Witz Jennifer C · CIK 0001714891 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 699,361 F1 · shares: On May 31, 2018, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.011 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, May 10, 2018. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:28 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 1,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004927 · doc4.xml · nonDerivative · entry 1 Witz Jennifer C · CIK 0001714891 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 698,170 F1 · shares: On February 28, 2018, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.011 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, February 7, 2018. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These restricted stock units are shown on page 1 of this Form 4. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:16 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantStock Option (Right to Buy) · Derivative | 566,097 | $6.11 Strike: $6.11 | $3,458,852.67 |
DisclosureSEC source: 0001225208-18-002148 · doc4.xml · derivative · entry 4 Witz Jennifer C · CIK 0001714891 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 566,097 Underlying: Common Stock · 566,097 shares Expires 2028-02-01 F3 · shares: Approximately one-third of options will vest on each of 2/1/19; 2/1/20 and 2/1/21. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:16 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 102,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002148 · doc4.xml · nonDerivative · entry 2 Witz Jennifer C · CIK 0001714891 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696,850 F2 · shares: Approximately one-third of restricted stock units will vest on each of 2/1/19, 2/1/20 and 2/1/21. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:16 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 302,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002148 · doc4.xml · nonDerivative · entry 1 Witz Jennifer C · CIK 0001714891 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,559 F1 · shares: Represents shares of common stock underlying an August 5, 2016 grant of performance-based restricted stock units, including related dividend equivalent units, upon the satisfaction of the applicable performance criteria. Such performance-based restricted stock units shall vest on August 5, 2019, subject to the reporting person's continuing employment with Sirius XM. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 21:09 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 1,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018080 · doc4.xml · nonDerivative · entry 1 Witz Jennifer C · CIK 0001714891 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,865 F1 · shares: On November 30, 2017, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.011 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, November 9, 2017. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These restricted stock units are shown on page 1 of this Form 4. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:03 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Tax withholdingCommon Stock | 18 | $5.70 | $102.60 |
DisclosureSEC source: 0001225208-17-014551 · doc4.xml · nonDerivative · entry 2 Witz Jennifer C · CIK 0001714891 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,259 F2 · shares: Represents the surrender of common stock to the Company to cover withholding taxes upon the vesting of restricted stock units. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:03 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 879 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-014551 · doc4.xml · nonDerivative · entry 1 Witz Jennifer C · CIK 0001714891 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,277 F1 · shares: On August 31, 2017, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.01 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, August 10, 2017. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These restricted stock units are shown on page 1 of this Form 4. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 20:06 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantStock Option (Right to Buy) · Derivative | 563,875 | $5.52 Strike: $5.52 | $3,112,590.00 |
DisclosureSEC source: 0001225208-17-014295 · doc4.xml · derivative · entry 4 Witz Jennifer C · CIK 0001714891 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,875 Underlying: Common Stock · 563,875 shares Expires 2027-08-21 F3 · shares: Options will vest as follows: 187,959 - 8/21/18; 187,958 - 8/21/19 and 187,958 - 8/21/20. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 20:06 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Tax withholdingCommon Stock | 9,488 | $5.49 | $52,089.12 |
DisclosureSEC source: 0001225208-17-014295 · doc4.xml · nonDerivative · entry 2 Witz Jennifer C · CIK 0001714891 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,398 F2 · shares: Represents the surrender of common stock to the Company to cover withholding taxes upon the vesting of restricted stock units. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 20:06 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 113,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-014295 · doc4.xml · nonDerivative · entry 1 Witz Jennifer C · CIK 0001714891 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,886 F1 · shares: Restricted Stock Units will vest as follows: 37,742 - 8/21/18; 37,741 - 8/21/19 and 37,741 - 8/21/20. 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.