Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CoreWeave, Inc.CRWV · Entity 2617 | Chief Development Officer | September 30, 2026 | October 03, 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.
CoreWeave, Inc.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 392,279 |
Ending reported balance
After 2026-09-30 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-09-30 · Exercise / conversion · Acquired 109,380 · Balance 437,071 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. Row 2 · 2026-09-30 · Exercise / conversion · Acquired 11,739 · Balance 448,810 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. Row 3 · 2026-09-30 · Sale · Disposed 56,531 · Balance 392,279 F2: The reported transaction represents shares of Class A Common Stock of the Issuer sold to satisfy the reporting person's tax withholding obligations, which were incurred in connection with the vesting and settlement of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 984,380 |
Reported balance
After 2026-09-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-30 · Exercise / conversion · Disposed 109,380 · Balance 984,380 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F5: The award vested or vests as to 1/16 of the total award on the last day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date. The first tranche time-vested on March 31, 2025, and such vested shares were subsequently settled on May 31, 2025, pursuant to a deferral approved by the compensation committee of the Issuer's board of directors. F6: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 117,388 |
Reported balance
After 2026-09-30 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-30 · Exercise / conversion · Disposed 11,739 · Balance 117,388 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F7: The award vested or vests as to 1/16 of the total award quarterly on the last day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vesting on June 30, 2025. F6: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectCanis Major SM Trust | 48,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 48,000 F3: The reported securities are directly held by the Canis Major SM Trust (the "Canis Trust"), an irrevocable trust with a third-party trustee, of which the reporting person's minor child is beneficiary. The reporting person has the power to remove and replace the Canis Trust's trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 1,800 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,800 F4: The reported securities are directly held of record by the reporting person's child. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement.
F2: The reported transaction represents shares of Class A Common Stock of the Issuer sold to satisfy the reporting person's tax withholding obligations, which were incurred in connection with the vesting and settlement of restricted stock units.
F3: The reported securities are directly held by the Canis Major SM Trust (the "Canis Trust"), an irrevocable trust with a third-party trustee, of which the reporting person's minor child is beneficiary. The reporting person has the power to remove and replace the Canis Trust's trustee.
F4: The reported securities are directly held of record by the reporting person's child.
F5: The award vested or vests as to 1/16 of the total award on the last day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date. The first tranche time-vested on March 31, 2025, and such vested shares were subsequently settled on May 31, 2025, pursuant to a deferral approved by the compensation committee of the Issuer's board of directors.
F6: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.
F7: The award vested or vests as to 1/16 of the total award quarterly on the last day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vesting on June 30, 2025.
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, 2025 Filed Jun 3, 2025 22:00 UTC | CoreWeave, Inc. CRWV · Entity 2617 | GiftClass A Common Stock | 5,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-015465 · form4-06032025_100637.xml · nonDerivative · entry 5 McBee Brannin · CIK 0002058103 · Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities and Exchange Act of 1934, as amended (the "Exchange Act"), in connection with the Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). All numbers of shares and prices set forth in this Form 4 have been adjusted to reflect a one for twenty forward stock split of all classes of the Issuer's capital stock effected on March 14, 2025. F4 · date: On February 15, 2025, the reporting person and his spouse each transferred as gifts, for no consideration, shares of the Issuer's Class A Common Stock. The transactions represent gifts which are exempt pursuant to Rule 16b-5. With the exception of 320 of such shares gifted by each of the reporting person and his spouse to their minor child, the gifts were made to individuals outside the reporting person's household and such pre-IPO transactions represent reductions in the reporting person's direct and indirect beneficial ownership. Read SEC document |
| February 15, 2025 Filed Jun 3, 2025 22:00 UTC | CoreWeave, Inc. CRWV · Entity 2617 | ConversionClass A Common Stock | 5,440 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-015465 · form4-06032025_100637.xml · nonDerivative · entry 4 McBee Brannin · CIK 0002058103 · Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,440 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 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities and Exchange Act of 1934, as amended (the "Exchange Act"), in connection with the Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). All numbers of shares and prices set forth in this Form 4 have been adjusted to reflect a one for twenty forward stock split of all classes of the Issuer's capital stock effected on March 14, 2025. F3 · price: Each share of Class B Common Stock is convertible into one share of the Issuer's Class A Common Stock at any time, at the election of the holder or automatically upon certain transfers, whether or not for value, or upon the occurrence of certain events or conditions described in the Issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| February 15, 2025 Filed Jun 3, 2025 22:00 UTC | CoreWeave, Inc. CRWV · Entity 2617 | ConversionClass A Common Stock | 5,440 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-015465 · form4-06032025_100637.xml · nonDerivative · entry 3 McBee Brannin · CIK 0002058103 · Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,440 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 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities and Exchange Act of 1934, as amended (the "Exchange Act"), in connection with the Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). All numbers of shares and prices set forth in this Form 4 have been adjusted to reflect a one for twenty forward stock split of all classes of the Issuer's capital stock effected on March 14, 2025. F3 · price: Each share of Class B Common Stock is convertible into one share of the Issuer's Class A Common Stock at any time, at the election of the holder or automatically upon certain transfers, whether or not for value, or upon the occurrence of certain events or conditions described in the Issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| December 31, 2024 Filed Jun 3, 2025 22:00 UTC | CoreWeave, Inc. CRWV · Entity 2617 | GrantRestricted Stock Units · Derivative | 1,750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-015465 · form4-06032025_100637.xml · derivative · entry 13 McBee Brannin · CIK 0002058103 · Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,750,000 Underlying: Class A Common Stock · 1,750,000 shares Expires not disclosed F8 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities and Exchange Act of 1934, as amended (the "Exchange Act"), in connection with the Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). All numbers of shares and prices set forth in this Form 4 have been adjusted to reflect a one for twenty forward stock split of all classes of the Issuer's capital stock effected on March 14, 2025. F11 · date: This restricted stock unit award represents an equity security previously reported on the reporting person's Form 3, which was acquired through an exempt transaction with the Issuer. F14 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the Issuer's IPO, as well as a service-based vesting schedule. The award vests as to 1/16 of the total award on the last day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vesting on March 31, 2025. Notwithstanding the aforementioned vesting schedule, settlement of the vested portion of the award has been deferred pursuant to an amendment approved by the compensation committee of the Issuer's board of directors. F10 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the 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.