Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ethos Technologies Inc.LIFE · Entity 4157 | Director · CEO and Secretary | September 16, 2026 | September 18, 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.
Ethos Technologies Inc.
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,537,360 |
Last balance in matching sequence
After 2026-09-18 transaction · row 11
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
11 source rowsRow 1 · 2026-09-16 · Conversion · Acquired 23,334 · Balance 1,560,694 F1: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F2: Includes shares issuable on settlement of restricted stock units. Row 2 · 2026-09-16 · Sale · Disposed 21,363 · Balance 1,539,331 F3: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F4: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.20 to $40.16 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. F2: Includes shares issuable on settlement of restricted stock units. Row 3 · 2026-09-16 · Sale · Disposed 1,971 · Balance 1,537,360 F3: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F5: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.25 to $40.58 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. F2: Includes shares issuable on settlement of restricted stock units. Row 4 · 2026-09-17 · Conversion · Acquired 23,333 · Balance 1,560,693 F1: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F2: Includes shares issuable on settlement of restricted stock units. Row 5 · 2026-09-17 · Sale · Disposed 1,900 · Balance 1,558,793 F3: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F6: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.465 to $37.89 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. F2: Includes shares issuable on settlement of restricted stock units. Row 6 · 2026-09-17 · Sale · Disposed 21,118 · Balance 1,537,675 F3: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F7: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.505 to $39.25 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. F2: Includes shares issuable on settlement of restricted stock units. Row 7 · 2026-09-17 · Sale · Disposed 315 · Balance 1,537,360 F3: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F2: Includes shares issuable on settlement of restricted stock units. Row 8 · 2026-09-18 · Conversion · Acquired 23,333 · Balance 1,560,693 F1: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F2: Includes shares issuable on settlement of restricted stock units. Row 9 · 2026-09-18 · Sale · Disposed 7,190 · Balance 1,553,503 F3: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F8: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.34 to $36.305 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. F2: Includes shares issuable on settlement of restricted stock units. Row 10 · 2026-09-18 · Sale · Disposed 9,648 · Balance 1,543,855 F3: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F9: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.395 to $37.39 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. F2: Includes shares issuable on settlement of restricted stock units. Row 11 · 2026-09-18 · Sale · Disposed 6,495 · Balance 1,537,360 F3: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F10: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.395 to $37.80 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. F2: Includes shares issuable on settlement of restricted stock units. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 6,131,347 |
Reported balance
After 2026-09-16 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-09-16 · Conversion · Disposed 23,334 · Balance 6,131,347 F1: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 6,108,014 |
Reported balance
After 2026-09-17 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-09-17 · Conversion · Disposed 23,333 · Balance 6,108,014 F1: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 6,084,681 |
Reported balance
After 2026-09-18 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-09-18 · Conversion · Disposed 23,333 · Balance 6,084,681 F1: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy trust | 28,249 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 28,249 F11: The securities held by the Reporting Person reported herein reflect the receipt of securities pursuant to pro rata distributions in kind, for no additional consideration. The receipt of such securities by the Reporting Person was not required to be reported pursuant to Section 16 by virtue of the exemption from reporting pursuant to Rule 16a-9. F12: The shares are held by the Colis Zhan Family Trust (the "Trust"). The Reporting Person is a trustee of the Trust. |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectby trust | 128,893 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 128,893 F1: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F13: Shares held by John N. Colis, not individually, but solely as Trustee of the Peter G. Colis Family Trust U/A/D 7/4/2021. |
| Class B Common StockSEC Table II · derivative / convertible security | Indirectby trust | 214,822 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 214,822 F1: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F14: Shares held by Cresset Trust Company, a South Dakota-charted public trust company solely as Trustee of the PGC Beta Trust U/A/D 10/18/2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration.
F2: Includes shares issuable on settlement of restricted stock units.
F3: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time.
F4: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.20 to $40.16 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.
F5: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.25 to $40.58 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.
F6: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.465 to $37.89 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.
F7: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.505 to $39.25 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.
F8: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.34 to $36.305 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.
F9: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.395 to $37.39 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.
F10: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.395 to $37.80 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.
F11: The securities held by the Reporting Person reported herein reflect the receipt of securities pursuant to pro rata distributions in kind, for no additional consideration. The receipt of such securities by the Reporting Person was not required to be reported pursuant to Section 16 by virtue of the exemption from reporting pursuant to Rule 16a-9.
F12: The shares are held by the Colis Zhan Family Trust (the "Trust"). The Reporting Person is a trustee of the Trust.
F13: Shares held by John N. Colis, not individually, but solely as Trustee of the Peter G. Colis Family Trust U/A/D 7/4/2021.
F14: Shares held by Cresset Trust Company, a South Dakota-charted public trust company solely as Trustee of the PGC Beta Trust U/A/D 10/18/2024.
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 |
|---|---|---|---|---|---|---|
| September 18, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass B Common Stock · Derivative | 23,333 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · derivative · entry 15 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,084,681 Underlying: Class A Common Stock · 23,333 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: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F1 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F1 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. Read SEC document |
| September 18, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 6,495 | $37.52 | $243,692.40 |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · nonDerivative · entry 11 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,537,360 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F10 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.395 to $37.80 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. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| September 18, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 9,648 | $37.05 | $357,458.40 |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · nonDerivative · entry 10 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,543,855 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F9 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.395 to $37.39 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. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| September 18, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 7,190 | $35.98 | $258,696.20 |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · nonDerivative · entry 9 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,553,503 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F8 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.34 to $36.305 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. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| September 18, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass A Common Stock | 23,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · nonDerivative · entry 8 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,560,693 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: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| September 17, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass B Common Stock · Derivative | 23,333 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · derivative · entry 14 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,108,014 Underlying: Class A Common Stock · 23,333 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: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F1 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F1 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. Read SEC document |
| September 17, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 315 | $39.67 | $12,496.05 |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · nonDerivative · entry 7 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,537,360 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| September 17, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 21,118 | $38.94 | $822,334.92 |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · nonDerivative · entry 6 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,537,675 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F7 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.505 to $39.25 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. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| September 17, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 1,900 | $37.69 | $71,611.00 |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · nonDerivative · entry 5 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,558,793 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F6 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.465 to $37.89 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. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| September 17, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass A Common Stock | 23,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · nonDerivative · entry 4 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,560,693 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: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| September 16, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass B Common Stock · Derivative | 23,334 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · derivative · entry 13 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,131,347 Underlying: Class A Common Stock · 23,334 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: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F1 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F1 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. Read SEC document |
| September 16, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 1,971 | $40.35 | $79,529.85 |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · nonDerivative · entry 3 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,537,360 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F5 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.25 to $40.58 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. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| September 16, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 21,363 | $39.77 | $849,606.51 |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · nonDerivative · entry 2 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,539,331 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.20 to $40.16 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. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| September 16, 2026 Filed Sep 18, 2026 20:05 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass A Common Stock | 23,334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002089362-26-000018 · form4-09182026_040908.xml · nonDerivative · entry 1 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,560,694 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: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| August 21, 2026 Filed Aug 21, 2026 22:25 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 4,036 | $33.85 | $136,618.60 |
DisclosureSEC source: 0002089362-26-000016 · form4-08212026_060805.xml · nonDerivative · entry 8 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,537,360 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F9 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.685 to $34.00 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. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| August 21, 2026 Filed Aug 21, 2026 22:25 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 24,564 | $33.30 | $817,981.20 |
DisclosureSEC source: 0002089362-26-000016 · form4-08212026_060805.xml · nonDerivative · entry 7 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,541,396 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F8 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.68 to $33.62 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. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 22:25 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass B Common Stock · Derivative | 27,924 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000016 · form4-08212026_060805.xml · derivative · entry 11 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,154,681 Underlying: Class A Common Stock · 27,924 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: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F1 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F1 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 22:25 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 14,744 | $33.23 | $489,943.12 |
DisclosureSEC source: 0002089362-26-000016 · form4-08212026_060805.xml · nonDerivative · entry 6 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,565,960 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F7 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.845 to $33.82 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. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 22:25 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 13,180 | $32.60 | $429,668.00 |
DisclosureSEC source: 0002089362-26-000016 · form4-08212026_060805.xml · nonDerivative · entry 5 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,580,704 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F6 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.845 to $32.84 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. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 22:25 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass A Common Stock | 27,924 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002089362-26-000016 · form4-08212026_060805.xml · nonDerivative · entry 4 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,593,884 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: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 22:25 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass B Common Stock · Derivative | 27,924 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000016 · form4-08212026_060805.xml · derivative · entry 10 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,182,605 Underlying: Class A Common Stock · 27,924 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: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F1 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F1 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 22:25 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 4,271 | $33.61 | $143,548.31 |
DisclosureSEC source: 0002089362-26-000016 · form4-08212026_060805.xml · nonDerivative · entry 3 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,565,960 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F5 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.37 to $34.20 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. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 22:25 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 23,653 | $32.89 | $777,947.17 |
DisclosureSEC source: 0002089362-26-000016 · form4-08212026_060805.xml · nonDerivative · entry 2 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,570,231 F3 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2026, and occurred pursuant to the pre-established terms of such plan rather than as a result of a discretionary decision by the Reporting Person to sell shares at that time. F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.37 to $33.36 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. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 22:25 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass A Common Stock | 27,924 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002089362-26-000016 · form4-08212026_060805.xml · nonDerivative · entry 1 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,593,884 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: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F2 · balance_after: Includes shares issuable on settlement of restricted stock units. Read SEC document |
| August 17, 2026 Filed Aug 18, 2026 22:00 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 11,708 | $34.46 | $403,457.68 |
DisclosureSEC source: 0002089362-26-000014 · form4-08182026_060809.xml · nonDerivative · entry 2 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,565,960 F1 · kind: The shares reported were sold solely to satisfy tax withholding obligations arising from the vesting and settlement of restricted stock units. The sale is mandated under the Issuer's equity incentive plan to fund tax withholding through a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person, who exercised no control over the timing, price, or amount of shares sold. F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.34 to $34.86 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 · balance_after: Includes shares issuable on settlement of RSUs. Read SEC document |
| August 17, 2026 Filed Aug 18, 2026 22:00 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 17,634 | $34.00 | $599,556.00 |
DisclosureSEC source: 0002089362-26-000014 · form4-08182026_060809.xml · nonDerivative · entry 1 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,577,668 F1 · kind: The shares reported were sold solely to satisfy tax withholding obligations arising from the vesting and settlement of restricted stock units. The sale is mandated under the Issuer's equity incentive plan to fund tax withholding through a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person, who exercised no control over the timing, price, or amount of shares sold. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.34 to $34.335 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 · balance_after: Includes shares issuable on settlement of RSUs. Read SEC document |
| July 08, 2026 Filed Jul 10, 2026 21:00 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | GrantClass A Common Stock | 900,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000012 · form4-07102026_050701.xml · nonDerivative · entry 1 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,595,302 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs will vest as to 55% on February 15, 2027, 6.25% on each of May 15, 2027, August 15, 2027, November 15, 2027, and February 15, 2028, and 2.5% on each subsequent May 15, August 15, November 15 and February 15 thereafter, subject to the Reporting Person's continuous service through each such vesting date. Read SEC document |
| May 15, 2026 Filed May 20, 2026 00:32 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass B Common Stock · Derivative | 55,848 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000010 · form4-05202026_120546.xml · derivative · entry 4 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,210,529 Underlying: Class A Common Stock · 55,848 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. F7 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F7 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F7 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration. F3 · balance_after: Adjusted due to scrivener's error. Read SEC document |
| May 15, 2026 Filed May 20, 2026 00:32 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass A Common Stock | 55,848 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000010 · form4-05202026_120546.xml · nonDerivative · entry 3 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 695,302 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. F5 · kind: Each share of Class A Common Stock was exchanged at a 1:1 ratio for shares of Class B Common Stock. F6 · balance_after: Includes 695,302 shares issuable on settlement of RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting and may be exchanged at a 1:1 ratio for shares of Class B Common Stock. Read SEC document |
| May 15, 2026 Filed May 20, 2026 00:32 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 5,145 | $22.78 | $117,203.10 |
DisclosureSEC source: 0002089362-26-000010 · form4-05202026_120546.xml · nonDerivative · entry 2 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 751,150 F1 · kind: Represents shares sold to satisfy tax withholding obligations on the vesting of restricted stock units ("RSUs"). F4 · price: The price reported above reflects the weighted average price of the shares sold. The sale price ranged from $22.685 to $23.06 per share, inclusive. Upon request from the SEC staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| May 15, 2026 Filed May 20, 2026 00:32 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 54,890 | $22.00 | $1,207,580.00 |
DisclosureSEC source: 0002089362-26-000010 · form4-05202026_120546.xml · nonDerivative · entry 1 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 756,295 F1 · kind: Represents shares sold to satisfy tax withholding obligations on the vesting of restricted stock units ("RSUs"). F2 · price: The price reported above reflects the weighted average price of the shares sold. The sale price ranged from $21.66 to $22.64 per share, inclusive. Upon request from the SEC staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: Adjusted due to scrivener's error. Read SEC document |
| January 30, 2026 Filed Jan 31, 2026 01:45 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass B Common Stock · Derivative | 214,822 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000003 · form4-01312026_010106.xml · derivative · entry 7 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Indirect · by trust Disclosed balance after: 214,822 Underlying: Class A Common Stock · 214,822 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. F3 · security: Upon the completion of the Issuer's initial public offering of Class A Common Stock ("IPO"), each share of Class A Common Stock was exchanged at a 1:1 ratio for shares of Class B Common Stock. F6 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F5 · ownership.nature: Shares held by Cresset Trust Company, a South Dakota-charted public trust company solely as Trustee of the PGC Beta Trust U/A/D 10/18/2024. Read SEC document |
| January 30, 2026 Filed Jan 31, 2026 01:45 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass B Common Stock · Derivative | 128,893 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000003 · form4-01312026_010106.xml · derivative · entry 6 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Indirect · by trust Disclosed balance after: 128,893 Underlying: Class A Common Stock · 128,893 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. F3 · security: Upon the completion of the Issuer's initial public offering of Class A Common Stock ("IPO"), each share of Class A Common Stock was exchanged at a 1:1 ratio for shares of Class B Common Stock. F6 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F4 · ownership.nature: Shares held by John N. Colis, not individually, but solely as Trustee of the Peter G. Colis Family Trust U/A/D 7/4/2021. Read SEC document |
| January 30, 2026 Filed Jan 31, 2026 01:45 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass B Common Stock · Derivative | 6,154,683 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000003 · form4-01312026_010106.xml · derivative · entry 5 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,154,683 Underlying: Class A Common Stock · 6,154,683 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. F3 · security: Upon the completion of the Issuer's initial public offering of Class A Common Stock ("IPO"), each share of Class A Common Stock was exchanged at a 1:1 ratio for shares of Class B Common Stock. F6 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. Read SEC document |
| January 30, 2026 Filed Jan 31, 2026 01:45 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass A Common Stock | 214,822 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000003 · form4-01312026_010106.xml · nonDerivative · entry 4 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Indirect · by trust Disclosed balance after: 0 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. F3 · security: Upon the completion of the Issuer's initial public offering of Class A Common Stock ("IPO"), each share of Class A Common Stock was exchanged at a 1:1 ratio for shares of Class B Common Stock. F5 · ownership.nature: Shares held by Cresset Trust Company, a South Dakota-charted public trust company solely as Trustee of the PGC Beta Trust U/A/D 10/18/2024. Read SEC document |
| January 30, 2026 Filed Jan 31, 2026 01:45 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass A Common Stock | 128,893 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000003 · form4-01312026_010106.xml · nonDerivative · entry 3 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Indirect · by trust Disclosed balance after: 0 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. F3 · security: Upon the completion of the Issuer's initial public offering of Class A Common Stock ("IPO"), each share of Class A Common Stock was exchanged at a 1:1 ratio for shares of Class B Common Stock. F4 · ownership.nature: Shares held by John N. Colis, not individually, but solely as Trustee of the Peter G. Colis Family Trust U/A/D 7/4/2021. Read SEC document |
| January 30, 2026 Filed Jan 31, 2026 01:45 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | ConversionClass A Common Stock | 6,154,683 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000003 · form4-01312026_010106.xml · nonDerivative · entry 2 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 811,183 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. F3 · security: Upon the completion of the Issuer's initial public offering of Class A Common Stock ("IPO"), each share of Class A Common Stock was exchanged at a 1:1 ratio for shares of Class B Common Stock. Read SEC document |
| January 29, 2026 Filed Jan 31, 2026 01:45 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | Tax withholdingClass A Common Stock | 562,993 | $0.00 | $0.00 |
DisclosureSEC source: 0002089362-26-000003 · form4-01312026_010106.xml · nonDerivative · entry 1 Colis Peter George · CIK 0002089362 · Director · CEO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,965,866 F1 · kind: Represents shares withheld to satisfy tax withholding obligations on the vesting of restricted stock units ("RSUs") prior to the open of trading on January 29, 2026 to satisfy the tax obligation realized upon vesting of such RSUs. F2 · balance_after: Includes 811,183 shares issuable on settlement of restricted stock units ("RSUs"), each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting and may be exchanged at a 1:1 ratio for a share of Class B Common Stock. 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.