Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Navan, Inc.NAVN · Entity 3707 | Director | August 20, 2026 | August 24, 2026 |
| SoFi Technologies, Inc.SOFI · Entity 3232 | Director | July 14, 2026 | July 27, 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.
Navan, Inc.
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,397 |
Reported balance
After 2026-08-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 438 · Balance 10,397 F1: Represents Class A Common Stock underlying restricted stock units that are fully vested on the grant date issued to the Reporting Person in lieu of a cash retainer for board service in the amount of $12,500. F2: Includes 9,959 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Class A Common Stock underlying restricted stock units that are fully vested on the grant date issued to the Reporting Person in lieu of a cash retainer for board service in the amount of $12,500.
F2: Includes 9,959 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting.
SoFi Technologies, Inc.
Report date July 14, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 13,993 |
Reported balance
After 2026-07-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 13,993 · Balance 13,993 F1: Represents Deferred Stock Units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Each DSU is the economic equivalent of one share of the Issuer's common stock. The DSUs become payable upon the terms set forth in the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Deferred Stock Units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Each DSU is the economic equivalent of one share of the Issuer's common stock. The DSUs become payable upon the terms set forth in the Plan.
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 20, 2026 Filed Aug 24, 2026 22:59 UTC | Navan, Inc. NAVN · Entity 3707 | GrantClass A Common Stock | 438 | $28.56 | $12,509.28 |
DisclosureSEC source: 0001628280-26-058734 · wk-form4_1787612391.xml · nonDerivative · entry 1 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,397 F1 · shares: Represents Class A Common Stock underlying restricted stock units that are fully vested on the grant date issued to the Reporting Person in lieu of a cash retainer for board service in the amount of $12,500. F2 · balance_after: Includes 9,959 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. Read SEC document |
| July 14, 2026 Filed Jul 27, 2026 22:58 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantDeferred Stock Unit · Derivative | 13,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001863185-26-000004 · wk-form4_1785193110.xml · derivative · entry 1 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,993 Underlying: Common Stock · 13,993 shares Expires not disclosed F1 · derivative.exercise_price: Represents Deferred Stock Units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Each DSU is the economic equivalent of one share of the Issuer's common stock. The DSUs become payable upon the terms set forth in the Plan. F1 · derivative.exercise_date: Represents Deferred Stock Units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Each DSU is the economic equivalent of one share of the Issuer's common stock. The DSUs become payable upon the terms set forth in the Plan. F1 · derivative.expiration_date: Represents Deferred Stock Units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Each DSU is the economic equivalent of one share of the Issuer's common stock. The DSUs become payable upon the terms set forth in the Plan. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 20:10 UTC | Navan, Inc. NAVN · Entity 3707 | GrantClass A Common Stock | 9,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-045998 · wk-form4_1782763830.xml · nonDerivative · entry 1 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,959 F1 · shares: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive one share of Issuer's Class A Common Stock. The RSUs are subject to a time-based service condition. The time-based service condition will be satisfied in full on the earlier of (i) the first anniversary of the date of the grant or (ii) the date of Issuer's next annual meeting of stockholders following the date of the grant, subject to Reporting Person's continued service through such vesting date. Read SEC document |
| June 09, 2026 Filed Jun 12, 2026 00:37 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 18,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001863185-26-000002 · wk-form4_1781224658.xml · derivative · entry 2 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,388 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 12, 2025. F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 12, 2025. Read SEC document |
| June 09, 2026 Filed Jun 12, 2026 00:37 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 18,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001863185-26-000002 · wk-form4_1781224658.xml · nonDerivative · entry 1 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,645 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 ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 21:56 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 18,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000113 · wk-form4_1749765387.xml · derivative · entry 1 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,388 Underlying: Common Stock · 18,388 shares Expires not disclosed 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. F1 · 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: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after June 9, 2025 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. F2 · derivative.expiration_date: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after June 9, 2025 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. Read SEC document |
| May 28, 2025 Filed Jun 3, 2025 22:49 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 35,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-25-000093 · wk-form4_1748990944.xml · derivative · entry 2 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,034 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024. F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024. Read SEC document |
| May 28, 2025 Filed Jun 3, 2025 22:49 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 35,034 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000093 · wk-form4_1748990944.xml · nonDerivative · entry 1 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,257 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 ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| May 21, 2024 Filed May 23, 2024 22:07 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 26,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-24-000131 · wk-form4_1716502056.xml · derivative · entry 2 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,249 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. Read SEC document |
| May 21, 2024 Filed May 23, 2024 22:07 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 26,249 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-24-000131 · wk-form4_1716502056.xml · nonDerivative · entry 1 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,223 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 ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| August 14, 2023 Filed Aug 17, 2023 00:05 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 26,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-029711 · wk-form4_1692230721.xml · derivative · entry 1 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,249 Underlying: Common Stock · 26,249 shares Expires not disclosed 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: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2023 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. F2 · derivative.expiration_date: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2023 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 22:13 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 35,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-23-000133 · wf-form4_168695358888725.xml · derivative · entry 2 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,974 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 17, 2022. F2 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 17, 2022. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 22:13 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantCommon Stock | 35,974 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-23-000133 · wf-form4_168695358888725.xml · nonDerivative · entry 1 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,974 F1 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 23:10 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 35,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-22-000193 · wf-form4_166077780637476.xml · derivative · entry 1 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,974 Underlying: Common Stock · 35,974 shares Expires not disclosed 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: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2022 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. F2 · derivative.expiration_date: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2022 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:22 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantStock Options (right to buy) · Derivative | 304,503 | Not disclosed Strike: $6.44 | Not disclosed |
DisclosureSEC source: 0001104659-21-075998 · tm2118244-15_4seq1.xml · derivative · entry 1 Liang Clara · CIK 0001863185 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,503 Underlying: Common Stock · 304,503 shares Expires 2030-02-01 F2 · price: Received in connection with the Issuer's business combination with Social Finance, Inc. ("Legacy SoFi") in accordance with the terms of the Agreement and Plan of Merger, dated as of January 7, 2021, as amended on March 16, 2021, by and among the Issuer (f/k/a Social Capital Hedosophia Holdings Corp. V), Plutus Merger Sub Inc. and Legacy SoFi, in exchange for options to acquire 174,721 shares of common stock of Legacy SoFi for $11.21 per share. F1 · derivative.exercise_date: The option vested as to 25% of the total number of shares on October 1, 2020, and thereafter vested and shall continue to vest as to 1/48th of the total number of shares in equal monthly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date. The applicable portion of the option becomes exercisable immediately upon vesting. 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.