Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRUPANION, INC.TRUP · Entity 4822 | EVP, Trupanion International | August 22, 2026 | August 26, 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.
TRUPANION, INC.
Report date August 22, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,327 |
Ending reported balance
After 2026-08-25 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-08-22 · Exercise / conversion · Acquired 528 · Balance 24,767 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2026-08-22 · Tax withholding · Disposed 263 · Balance 24,504 F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Row 3 · 2026-08-22 · Exercise / conversion · Acquired 385 · Balance 24,889 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2026-08-22 · Tax withholding · Disposed 192 · Balance 24,697 F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Row 5 · 2026-08-22 · Exercise / conversion · Acquired 938 · Balance 25,635 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 6 · 2026-08-22 · Tax withholding · Disposed 469 · Balance 25,166 F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Row 7 · 2026-08-25 · Exercise / conversion · Acquired 322 · Balance 25,488 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 8 · 2026-08-25 · Tax withholding · Disposed 161 · Balance 25,327 F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2027-02-22 | Direct | 1,055 |
Reported balance
After 2026-08-22 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-08-22 · Exercise / conversion · Disposed 528 · Balance 1,055 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: On February 27, 2025, the reporting person was granted 4,219 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2025, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2028-02-22 | Direct | 2,310 |
Reported balance
After 2026-08-22 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-08-22 · Exercise / conversion · Disposed 385 · Balance 2,310 F1: Restricted stock units convert into common stock on a one-for-one basis. F4: On February 20, 2026, the reporting person was granted 3,079 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2026, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2028-02-25 | Direct | 5,625 |
Reported balance
After 2026-08-22 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-08-22 · Exercise / conversion · Disposed 938 · Balance 5,625 F1: Restricted stock units convert into common stock on a one-for-one basis. F5: On February 27, 2024, the reporting person was granted 15,000 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on February 25, 2025, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2027-08-25 | Direct | 1,286 |
Reported balance
After 2026-08-25 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-08-25 · Exercise / conversion · Disposed 322 · Balance 1,286 F1: Restricted stock units convert into common stock on a one-for-one basis. F6: On August 14, 2023, the reporting person was granted 5,144 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on August 25, 2024, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person.
F3: On February 27, 2025, the reporting person was granted 4,219 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2025, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date.
F4: On February 20, 2026, the reporting person was granted 3,079 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2026, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date.
F5: On February 27, 2024, the reporting person was granted 15,000 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on February 25, 2025, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date.
F6: On August 14, 2023, the reporting person was granted 5,144 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on August 25, 2024, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest 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 14, 2023 Filed Aug 16, 2023 23:53 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 116 | $28.97 | $3,360.52 |
DisclosureSEC source: 0001371285-23-000223 · wk-form4_1692230018.xml · nonDerivative · entry 2 WHEELER SIMON · CIK 0001966923 · EVP, Trupanion International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,028 F2 · shares: This Form 4 discloses the shares of common stock that have been sold by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units. Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 23:53 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 247 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000223 · wk-form4_1692230018.xml · nonDerivative · entry 1 WHEELER SIMON · CIK 0001966923 · EVP, Trupanion International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,144 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:02 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 974 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000179 · wk-form4_1685484134.xml · derivative · entry 3 WHEELER SIMON · CIK 0001966923 · EVP, Trupanion International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,743 Underlying: Common Stock · 974 shares Expires 2025-11-25 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On November 12, 2021, the reporting person was granted 15,588 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on November 25, 2022, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. F3 · derivative.expiration_date: On November 12, 2021, the reporting person was granted 15,588 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on November 25, 2022, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:02 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 457 | $20.64 | $9,432.48 |
DisclosureSEC source: 0001371285-23-000179 · wk-form4_1685484134.xml · nonDerivative · entry 2 WHEELER SIMON · CIK 0001966923 · EVP, Trupanion International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,897 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:02 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 974 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000179 · wk-form4_1685484134.xml · nonDerivative · entry 1 WHEELER SIMON · CIK 0001966923 · EVP, Trupanion International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,354 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: Restricted stock units convert into common stock on a one-for-one basis. 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.