Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Maplebear Inc.CART · Entity 3475 | Chief Legal Officer | September 22, 2026 | September 24, 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.
Maplebear Inc.
Report date September 22, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 529,911 |
Ending reported balance
After 2026-09-22 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-09-22 · Exercise / conversion · Acquired 18,390 · Balance 548,301 F1: The reported stock option exercise and sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on December 10, 2025. Row 2 · 2026-09-22 · Sale · Disposed 17,617 · Balance 530,684 F1: The reported stock option exercise and sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on December 10, 2025. F2: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.61 to $45.60 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 3 · 2026-09-22 · Sale · Disposed 773 · Balance 529,911 F1: The reported stock option exercise and sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on December 10, 2025. F3: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.61 to $45.7550 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.32 · Expires 2027-05-16 | Direct | 55,170 |
Reported balance
After 2026-09-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-22 · Exercise / conversion · Disposed 18,390 · Balance 55,170 F1: The reported stock option exercise and sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on December 10, 2025. F4: The stock option is fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported stock option exercise and sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on December 10, 2025.
F2: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.61 to $45.60 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.61 to $45.7550 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: The stock option is fully vested and exercisable.
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, 2024 Filed Aug 19, 2024 20:22 UTC | Maplebear Inc. CART · Entity 3475 | Tax withholdingCommon Stock | 22,112 | $31.84 | $704,046.08 |
DisclosureSEC source: 0001127602-24-022486 · form4.xml · nonDerivative · entry 1 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 350,223 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock units. Read SEC document |
| July 22, 2024 Filed Jul 24, 2024 20:13 UTC | Maplebear Inc. CART · Entity 3475 | SaleCommon Stock | 9,506 | $35.02 | $332,927.69 |
DisclosureSEC source: 0001127602-24-020943 · form4.xml · nonDerivative · entry 1 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 372,335 F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on November 21, 2023. F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.94 to $35.16 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:03 UTC | Maplebear Inc. CART · Entity 3475 | SaleCommon Stock | 9,228 | $33.86 | $312,448.08 |
DisclosureSEC source: 0001127602-24-019140 · form4.xml · nonDerivative · entry 1 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 381,841 F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on November 21, 2023. F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.63 to $34.04 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 20, 2024 Filed May 22, 2024 20:31 UTC | Maplebear Inc. CART · Entity 3475 | SaleCommon Stock | 3,402 | $33.96 | $115,544.85 |
DisclosureSEC source: 0001127602-24-016247 · form4.xml · nonDerivative · entry 2 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 391,069 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.49 to $34.49 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 20, 2024 Filed May 22, 2024 20:31 UTC | Maplebear Inc. CART · Entity 3475 | SaleCommon Stock | 5,826 | $32.76 | $190,869.66 |
DisclosureSEC source: 0001127602-24-016247 · form4.xml · nonDerivative · entry 1 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 394,471 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.48 to $33.47 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:10 UTC | Maplebear Inc. CART · Entity 3475 | Tax withholdingCommon Stock | 18,676 | $34.30 | $640,586.80 |
DisclosureSEC source: 0001127602-24-015819 · form4.xml · nonDerivative · entry 1 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400,297 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock units. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 20:10 UTC | Maplebear Inc. CART · Entity 3475 | SaleCommon Stock | 18,687 | $34.86 | $651,514.78 |
DisclosureSEC source: 0001127602-24-013305 · form4.xml · nonDerivative · entry 1 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 418,973 F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on November 21, 2023. F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.54 to $35.12 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 17, 2024 Filed Apr 19, 2024 20:12 UTC | Maplebear Inc. CART · Entity 3475 | GrantCommon Stock | 173,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013204 · form4.xml · nonDerivative · entry 1 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 437,660 F1 · shares: The shares represent restricted stock units, which vest in 8 equal quarterly installments measured from February 15, 2024, subject to the Reporting Person's continued service through each such date. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 20:14 UTC | Maplebear Inc. CART · Entity 3475 | SaleCommon Stock | 18,689 | $37.62 | $703,102.61 |
DisclosureSEC source: 0001127602-24-011084 · form4.xml · nonDerivative · entry 1 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 264,379 F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on November 21, 2023. F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.41 to $37.92 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:06 UTC | Maplebear Inc. CART · Entity 3475 | Exercise / conversionStock Option (Right to Buy) · Derivative | 31,730 | $0.00 Strike: $7.32 | $0.00 |
DisclosureSEC source: 0001127602-24-009826 · form4.xml · derivative · entry 6 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 231,035 Underlying: Common Stock · 31,730 shares Expires 2027-05-16 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 · kind: The reported stock option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on November 21, 2023. F5 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:06 UTC | Maplebear Inc. CART · Entity 3475 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,270 | $0.00 Strike: $3.79 | $0.00 |
DisclosureSEC source: 0001127602-24-009826 · form4.xml · derivative · entry 5 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,270 shares Expires 2025-06-19 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 · kind: The reported stock option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on November 21, 2023. F5 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:06 UTC | Maplebear Inc. CART · Entity 3475 | SaleCommon Stock | 77,198 | $34.32 | $2,649,566.60 |
DisclosureSEC source: 0001127602-24-009826 · form4.xml · nonDerivative · entry 4 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 283,068 F3 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on November 21, 2023. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.87 to $34.61 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:06 UTC | Maplebear Inc. CART · Entity 3475 | SaleCommon Stock | 21,002 | $34.31 | $720,605.92 |
DisclosureSEC source: 0001127602-24-009826 · form4.xml · nonDerivative · entry 3 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 360,266 F1 · kind: The reported stock option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on November 21, 2023. F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.86 to $34.705 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:06 UTC | Maplebear Inc. CART · Entity 3475 | Exercise / conversionCommon Stock | 31,730 | $7.32 | $232,263.60 |
DisclosureSEC source: 0001127602-24-009826 · form4.xml · nonDerivative · entry 2 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 381,268 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 · kind: The reported stock option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on November 21, 2023. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:06 UTC | Maplebear Inc. CART · Entity 3475 | Exercise / conversionCommon Stock | 8,270 | $3.79 | $31,343.30 |
DisclosureSEC source: 0001127602-24-009826 · form4.xml · nonDerivative · entry 1 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 349,538 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 · kind: The reported stock option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), adopted on November 21, 2023. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:56 UTC | Maplebear Inc. CART · Entity 3475 | Tax withholdingCommon Stock | 16,579 | $27.33 | $453,104.07 |
DisclosureSEC source: 0001415889-24-004189 · form4-02162024_100255.xml · nonDerivative · entry 1 Fong Morgan · CIK 0001990106 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 341,268 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock units previously reported in Table 1. This net settlement was approved by the Issuer's compensation committee pursuant to Rule 16b-3 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 22:54 UTC | Maplebear Inc. CART · Entity 3475 | OtherCommon Stock | 301,782 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-050510 · doc4.xml · nonDerivative · entry 2 Fong Morgan · CIK 0001990106 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 357,847 F1 · kind: Each share of Non-Voting Common Stock was automatically converted into one share of Common Stock in connection with the closing of the Issuer's initial public offering of common stock. F1 · price: Each share of Non-Voting Common Stock was automatically converted into one share of Common Stock in connection with the closing of the Issuer's initial public offering of common stock. Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 22:54 UTC | Maplebear Inc. CART · Entity 3475 | OtherNon-Voting Common Stock | 301,782 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-050510 · doc4.xml · nonDerivative · entry 1 Fong Morgan · CIK 0001990106 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Each share of Non-Voting Common Stock was automatically converted into one share of Common Stock in connection with the closing of the Issuer's initial public offering of common stock. F1 · price: Each share of Non-Voting Common Stock was automatically converted into one share of Common Stock in connection with the closing of the Issuer's initial public offering of common stock. Read SEC document |
| September 19, 2023 Filed Sep 21, 2023 00:02 UTC | Maplebear Inc. CART · Entity 3475 | Tax withholdingNon-Voting Common Stock | 62,741 | $30.00 | $1,882,230.00 |
DisclosureSEC source: 0001209191-23-050217 · doc4.xml · nonDerivative · entry 2 Fong Morgan · CIK 0001990106 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,782 F1 · security: All outstanding shares of non-voting common stock and shares of non-voting common stock underlying outstanding equity securities will convert into an equivalent number of shares of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. F3 · shares: Represents the number of shares withheld by the Issuer in connection with the net settlement of the applicable RSUs prior to the open of trading on September 19, 2023, which settlement date was determined by the Issuer's board of directors, to satisfy the tax obligation realized upon vesting of such RSUs. Read SEC document |
| September 18, 2023 Filed Sep 21, 2023 00:02 UTC | Maplebear Inc. CART · Entity 3475 | GrantNon-Voting Common Stock | 364,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050217 · doc4.xml · nonDerivative · entry 1 Fong Morgan · CIK 0001990106 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 364,523 F1 · security: All outstanding shares of non-voting common stock and shares of non-voting common stock underlying outstanding equity securities will convert into an equivalent number of shares of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. F2 · shares: Consists of previously granted restricted stock units ("RSUs") for which the liquidity event-based vesting condition was satisfied upon the effectiveness of the registration statement on Form S-1 filed by the Issuer in connection with the Issuer's initial public offering. Certain of the RSUs remain subject to service-based vesting conditions. 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.