Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Affirm Holdings, Inc.AFRM · Entity 1572 | Director | August 12, 2026 | August 14, 2026 |
| LEGALZOOM.COM, INC.LZ · Entity 4925 | Chief Operating Officer & CFO | August 20, 2026 | August 22, 2026 |
| TrueCar, Inc.TRUE · Entity 68875 | Chief Financial Officer | November 15, 2020 | November 17, 2020 |
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.
Affirm Holdings, Inc.
Report date August 12, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 34,076 |
Reported balance
After 2026-08-12 transaction · row 1
1 source rowRow 1 · 2026-08-12 · Sale · Disposed 2,000 · Balance 34,076 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2025.
LEGALZOOM.COM, INC.
Report date August 20, 2026 · Filed August 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,407,801 |
Ending reported balance
After 2026-08-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-20 · Sale · Disposed 416,371 · Balance 1,491,430 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.835 to $5.965, inclusive. The Reporting Person undertakes to provide 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 above. Row 2 · 2026-08-21 · Sale · Disposed 83,629 · Balance 1,407,801 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.80 to $5.88, inclusive. The Reporting Person undertakes to provide 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 above. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.835 to $5.965, inclusive. The Reporting Person undertakes to provide 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 above.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.80 to $5.88, inclusive. The Reporting Person undertakes to provide 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 above.
TrueCar, Inc.
Report date November 15, 2020 · Filed November 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 640,653 |
Reported balance
After 2020-11-15 transaction · row 1
1 source rowRow 1 · 2020-11-15 · Tax withholding · Disposed 17,044 · Balance 640,653 F1: The reported securities were withheld to satisfy the Reporting Person's tax liability in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities were withheld to satisfy the Reporting Person's tax liability in connection with the vesting of restricted stock units.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TripAdvisor, Inc.
Report date June 15, 2019 · Filed June 18, 2019
Section 16 reporting ended · disclosed 2019-06-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,649 |
Ending reported balance
After 2019-06-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-06-15 · Exercise / conversion · Acquired 2,336 · Balance 2,336 Row 2 · 2019-06-15 · Tax withholding · Disposed 687 · Balance 1,649 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $42.81 · Expires 2021-06-15 | Direct | 4,671 |
Reported balance
After 2019-06-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-06-15 · Exercise / conversion · Disposed 2,336 · Balance 4,671 |
ZYNGA INC
Report date May 23, 2022 · Filed May 24, 2022
Section 16 reporting ended · disclosed 2022-05-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-05-23 transaction · row 1
1 source rowRow 1 · 2022-05-23 · Disposition to issuer · Disposed 40,857 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of January 9, 2022 (the "Merger Agreement"), by and among Take-Two Interactive Software, Inc. ("Take-Two"), Zebra MS I, Inc., Zebra MS II, Inc., and the Issuer, each share of the Issuer's class A common stock was cancelled and converted into the right to receive (i) 0.0406 shares of Take-Two common stock and (ii) $3.50 in cash, together with cash in lieu of any fractional shares of Take-Two common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of January 9, 2022 (the "Merger Agreement"), by and among Take-Two Interactive Software, Inc. ("Take-Two"), Zebra MS I, Inc., Zebra MS II, Inc., and the Issuer, each share of the Issuer's class A common stock was cancelled and converted into the right to receive (i) 0.0406 shares of Take-Two common stock and (ii) $3.50 in cash, together with cash in lieu of any fractional shares of Take-Two common stock.
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 21, 2026 Filed Aug 22, 2026 00:41 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 83,629 | $5.83 | $487,557.07 |
DisclosureSEC source: 0001669081-26-000017 · wk-form4_1787359305.xml · nonDerivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,407,801 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.80 to $5.88, inclusive. The Reporting Person undertakes to provide 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 above. Read SEC document |
| August 20, 2026 Filed Aug 22, 2026 00:41 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 416,371 | $5.91 | $2,460,752.61 |
DisclosureSEC source: 0001669081-26-000017 · wk-form4_1787359305.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,491,430 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.835 to $5.965, inclusive. The Reporting Person undertakes to provide 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 above. Read SEC document |
| August 15, 2026 Filed Aug 18, 2026 20:15 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 82,501 | $5.62 | $463,655.62 |
DisclosureSEC source: 0001669081-26-000014 · wk-form4_1787084117.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,907,801 F1 · shares: This transaction represents the automatic withholding of shares of the Issuer's common stock upon the vesting of restricted stock units in order to satisfy the Reporting Person's tax withholding obligations. Read SEC document |
| August 12, 2026 Filed Aug 14, 2026 20:00 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 2,000 | $77.86 | $155,720.00 |
DisclosureSEC source: 0001628280-26-057087 · wk-form4_1786737611.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,076 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2025. Read SEC document |
| July 09, 2026 Filed Jul 13, 2026 22:33 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 51,545 | $7.21 | $371,639.45 |
DisclosureSEC source: 0001669081-26-000011 · wk-form4_1783981979.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,990,302 F1 · shares: This transaction represents the automatic withholding of shares of the Issuer's common stock upon the vesting of restricted stock units in order to satisfy the Reporting Person's tax withholding obligations. Read SEC document |
| May 18, 2026 Filed May 19, 2026 20:36 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 15,000 | $6.45 | $96,775.50 |
DisclosureSEC source: 0001669081-26-000009 · wk-form4_1779222982.xml · nonDerivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,041,847 F3 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.055 to $6.590, inclusive. The Reporting Person undertakes to provide 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 above. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:36 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 82,501 | $6.00 | $495,006.00 |
DisclosureSEC source: 0001669081-26-000009 · wk-form4_1779222982.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,056,847 F1 · shares: This transaction represents the automatic withholding of shares of the Issuer's common stock upon the vesting of restricted stock units in order to satisfy the Reporting Person's tax withholding obligations. F2 · balance_after: Includes 2,000 shares acquired pursuant to the Issuer's employee stock purchase plan on May 15, 2026. Read SEC document |
| May 13, 2026 Filed May 14, 2026 20:17 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 2,000 | $65.00 | $130,000.00 |
DisclosureSEC source: 0001628280-26-035127 · wk-form4_1778789858.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,076 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2025. Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 20:19 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 2,000 | $55.00 | $110,000.00 |
DisclosureSEC source: 0001628280-26-025513 · wk-form4_1776370746.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,076 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2025. Read SEC document |
| March 07, 2026 Filed Mar 10, 2026 22:01 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 656,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001669081-26-000007 · wk-form4_1773180081.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,137,348 F1 · kind: The shares of common stock represent time-based RSUs, with each RSU representing a contingent right to receive one share of the Issuer's common stock. The RSUs vest in substantially equal quarterly installments over a three-year period, with the first vesting date being May 15, 2026, subject to the Reporting Person's continuous service with the Issuer on each such vesting date. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 22:57 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 15,000 | $6.96 | $104,413.50 |
DisclosureSEC source: 0001669081-26-000004 · wk-form4_1771541853.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,480,860 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.74 to $7.025, inclusive. The Reporting Person undertakes to provide 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 above. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:21 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 55,722 | $6.87 | $382,810.14 |
DisclosureSEC source: 0001669081-26-000002 · wk-form4_1771456897.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,495,860 F1 · shares: This transaction represents the automatic withholding of shares of the Issuer's common stock upon the vesting of restricted stock units in order to satisfy the Reporting Person's tax withholding obligations. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 21:08 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | GrantClass A Common Stock | 3,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057635 · wk-form4_1766005701.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,076 F1 · shares: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in full upon the earlier of December 15, 2026 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date. F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| November 18, 2025 Filed Nov 18, 2025 23:46 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 15,000 | $9.56 | $143,461.50 |
DisclosureSEC source: 0001669081-25-000007 · wk-form4_1763509583.xml · nonDerivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,551,582 F3 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.41 to $9.70, inclusive. The Reporting Person undertakes to provide 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 above. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:46 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 318,901 | $10.01 | $3,192,199.01 |
DisclosureSEC source: 0001669081-25-000007 · wk-form4_1763509583.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,566,582 F1 · shares: This transaction represents the automatic withholding of shares of the Issuer's common stock upon the vesting of restricted stock units in order to satisfy the Reporting Person's tax withholding obligations. F2 · balance_after: Includes 1,026 shares acquired pursuant to the Issuer's employee stock purchase plan on November 15, 2025. Read SEC document |
| September 17, 2025 Filed Sep 18, 2025 23:33 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Exercise / conversionPerformance Rights (November 2024) · Derivative | 208,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001669081-25-000005 · wk-form4_1758238428.xml · derivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,144,172 Underlying: Common Stock · 208,031 shares Expires 2027-11-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each performance unit represents a contingent right to receive one share of the Issuer's common stock. The performance units may vest, if at all, between 75% and 400% of the target grant date value based on the Issuer's common stock achieving certain stock price targets during a 3-year performance period (subject to a 29-trading day extension in certain circumstances). Stock price targets will be achieved based on the volume weighted average closing price of the Issuer's common stock during a consecutive 30-day trading period. F2 · derivative.exercise_date: Each performance unit represents a contingent right to receive one share of the Issuer's common stock. The performance units may vest, if at all, between 75% and 400% of the target grant date value based on the Issuer's common stock achieving certain stock price targets during a 3-year performance period (subject to a 29-trading day extension in certain circumstances). Stock price targets will be achieved based on the volume weighted average closing price of the Issuer's common stock during a consecutive 30-day trading period. Read SEC document |
| September 17, 2025 Filed Sep 18, 2025 23:33 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 208,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001669081-25-000005 · wk-form4_1758238428.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,884,457 F1 · shares: Represents performance units for which the achievement of the second stock price target was certified by the Compensation Committee on September 17, 2025 based on the volume-weighted average closing price of the Issuer's common stock during a consecutive 30-day trading period. The performance units will vest on November 15, 2025, subject to the Reporting Person's continued employment with the Issuer through the vesting date. Read SEC document |
| August 25, 2025 Filed Aug 26, 2025 20:23 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 27,319 | $11.07 | $302,503.29 |
DisclosureSEC source: 0001286139-25-000097 · wk-form4_1756239822.xml · nonDerivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,676,426 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.00 to $11.285, inclusive. The Reporting Person undertakes to provide 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 above. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 20:23 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 18,136 | $11.03 | $200,094.49 |
DisclosureSEC source: 0001286139-25-000097 · wk-form4_1756239822.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,703,745 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.00 to $11.10, inclusive. The Reporting Person undertakes to provide 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 above. Read SEC document |
| August 18, 2025 Filed Aug 19, 2025 21:34 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 15,000 | $10.81 | $162,120.00 |
DisclosureSEC source: 0001286139-25-000095 · wk-form4_1755639290.xml · nonDerivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,721,881 F2 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.70 to $10.88, inclusive. The Reporting Person undertakes to provide 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 above. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 21:34 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 56,216 | $10.72 | $602,635.52 |
DisclosureSEC source: 0001286139-25-000095 · wk-form4_1755639290.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,736,881 F1 · shares: This transaction represents the automatic withholding of shares of the Issuer's common stock upon the vesting of restricted stock units in order to satisfy the Reporting Person's tax withholding obligations. Read SEC document |
| July 09, 2025 Filed Jul 10, 2025 21:42 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 48,516 | $8.97 | $435,188.52 |
DisclosureSEC source: 0001286139-25-000079 · wk-form4_1752183751.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,793,097 F1 · shares: This transaction represents the automatic withholding of shares of the Issuer's common stock upon the vesting of restricted stock units in order to satisfy the Reporting Person's tax withholding obligations. Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 22:04 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 1,229 | $61.23 | $75,251.67 |
DisclosureSEC source: 0001628280-25-031930 · wk-form4_1750197881.xml · nonDerivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,497 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024. F3 · price: Represents the weighted average sale price of the shares sold from $60.86 to $61.63 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 22:04 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 1,271 | $60.50 | $76,895.50 |
DisclosureSEC source: 0001628280-25-031930 · wk-form4_1750197881.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,726 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024. F2 · price: Represents the weighted average sale price of the shares sold from $59.84 to $60.83 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 15, 2025 Filed May 16, 2025 20:40 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 56,213 | $9.20 | $517,159.60 |
DisclosureSEC source: 0001286139-25-000064 · wk-form4_1747428002.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,841,613 F1 · shares: This transaction represents the automatic withholding of shares of the Issuer's common stock upon the vesting of restricted stock units in order to satisfy the Reporting Person's tax withholding obligations. F2 · balance_after: Includes 2,000 shares of common stock acquired pursuant to the Issuer's 2021 Employee Stock Purchase Plan on May 15, 2025. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 22:08 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 498 | $47.73 | $23,769.54 |
DisclosureSEC source: 0001628280-25-013903 · wk-form4_1742422090.xml · nonDerivative · entry 5 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,997 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024. F6 · price: Represents the weighted average sale price of the shares sold from $47.41 to $47.95 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 22:08 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 767 | $46.70 | $35,818.90 |
DisclosureSEC source: 0001628280-25-013903 · wk-form4_1742422090.xml · nonDerivative · entry 4 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,495 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024. F5 · price: Represents the weighted average sale price of the shares sold from $46.31 to $47.22 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 22:08 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 200 | $45.73 | $9,146.00 |
DisclosureSEC source: 0001628280-25-013903 · wk-form4_1742422090.xml · nonDerivative · entry 3 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,262 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024. F4 · price: Represents the weighted average sale price of the shares sold from $45.30 to $46.16 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 22:08 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 535 | $44.74 | $23,935.90 |
DisclosureSEC source: 0001628280-25-013903 · wk-form4_1742422090.xml · nonDerivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,462 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024. F3 · price: Represents the weighted average sale price of the shares sold from $44.30 to $45.02 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 22:08 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 500 | $43.56 | $21,780.00 |
DisclosureSEC source: 0001628280-25-013903 · wk-form4_1742422090.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,997 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024. F2 · price: Represents the weighted average sale price of the shares sold from $43.28 to $43.81 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 23:58 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Exercise / conversionPerformance Rights (November 2024) · Derivative | 312,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-25-000036 · wk-form4_1740527907.xml · derivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,352,203 Underlying: Common Stock · 312,047 shares Expires 2027-11-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each performance unit represents a contingent right to receive one share of the Issuer's common stock. The performance units may vest, if at all, between 75% and 400% of the target grant date value based on the Issuer's common stock achieving certain stock price targets during a 3-year performance period (subject to a 29-trading day extension in certain circumstances). Stock price targets will be achieved based on the volume weighted average closing price of the Issuer's common stock during a consecutive 30-day trading period. F2 · derivative.exercise_date: Each performance unit represents a contingent right to receive one share of the Issuer's common stock. The performance units may vest, if at all, between 75% and 400% of the target grant date value based on the Issuer's common stock achieving certain stock price targets during a 3-year performance period (subject to a 29-trading day extension in certain circumstances). Stock price targets will be achieved based on the volume weighted average closing price of the Issuer's common stock during a consecutive 30-day trading period. F3 · balance_after: On November 19, 2024, the Reporting Person filed a Form 4 inadvertently reporting the number of performance units granted to the Reporting Person at the target amount rather than the maximum number of performance units that may be earned pursuant to the terms of such performance units. This inadvertent understatement of performance units has been corrected in this Form 4. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 23:58 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Exercise / conversionCommon Stock | 312,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-25-000036 · wk-form4_1740527907.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,895,826 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 · shares: Represents performance units for which the achievement of the first stock price target was certified by the Compensation Committee on February 23, 2025 based on the volume-weighted average closing price of the Issuer's common stock during a consecutive 30-day trading period. The performance units will vest on November 15, 2025, subject to the Reporting Person's continued employment with the Issuer through the vesting date. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:17 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 25,908 | $9.18 | $237,835.44 |
DisclosureSEC source: 0001286139-25-000024 · wk-form4_1740010668.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,583,779 F1 · shares: This transaction represents the automatic withholding of shares of the Issuer's common stock upon the vesting of restricted stock units in order to satisfy the Reporting Person's tax withholding obligations. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 22:27 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 51,460 | $9.23 | $474,975.80 |
DisclosureSEC source: 0001286139-25-000019 · wk-form4_1739226456.xml · nonDerivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,609,687 F2 · shares: This transaction represents the automatic withholding of shares of the Issuer's common stock upon the vesting of restricted stock units in order to satisfy the Reporting Person's tax withholding obligations. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 22:27 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 300,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-25-000019 · wk-form4_1739226456.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,661,147 F1 · shares: Represents performance-based restricted stock units ("PSUs") that were deemed earned upon the Compensation Committee's certification of the underlying fiscal 2024 performance criteria on February 6, 2025. Of the earned amount of PSUs, 1/3 vested immediately upon certification by the Compensation Committee and the remaining 2/3 will vest in eight substantially equal installments on a quarterly basis, with the first quarterly installment to vest on May 15, 2025, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 22:59 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 500 | $73.11 | $36,555.00 |
DisclosureSEC source: 0001628280-24-051916 · wk-form4_1734562758.xml · nonDerivative · entry 4 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,497 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024. F5 · price: Represents the weighted average sale price of the shares sold from $73.05 to $73.18 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 22:59 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 1,000 | $72.53 | $72,530.00 |
DisclosureSEC source: 0001628280-24-051916 · wk-form4_1734562758.xml · nonDerivative · entry 3 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,997 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024. F4 · price: Represents the weighted average sale price of the shares sold from $71.90 to $72.89 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 22:59 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 600 | $71.57 | $42,942.00 |
DisclosureSEC source: 0001628280-24-051916 · wk-form4_1734562758.xml · nonDerivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,997 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024. F3 · price: Represents the weighted average sale price of the shares sold from $70.90 to $71.87 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 22:59 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 400 | $70.27 | $28,108.00 |
DisclosureSEC source: 0001628280-24-051916 · wk-form4_1734562758.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,597 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024. F2 · price: Represents the weighted average sale price of the shares sold from $69.90 to $70.88 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 23:09 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | GrantClass A Common Stock | 3,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051092 · wk-form4_1734044966.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,997 F1 · shares: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in full upon the earlier of December 10, 2025 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date. F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 22:54 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantPerformance Rights (November 2024) · Derivative | 416,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-24-000128 · wk-form4_1732056862.xml · derivative · entry 3 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 416,063 Underlying: Common Stock · 416,063 shares Expires 2027-11-14 F3 · derivative.exercise_price: Constitutes the performance stock unit portion of the Reporting Person's executive compensation for 2025. Performance vesting is tied to stock price in order to more closely align management with long-term stockholder goals and stock performance. Each performance unit represents a contingent right to receive one share of the Issuer's common stock. The performance units may vest, if at all, between 75% and 400% of the target grant date value ("GDV") based on the stock price targets achieved during a 3-year performance period (subject to a 29-trading day extension in certain circumstances). The number of performance units reported above assumes the maximum stock price target is achieved, resulting in 400% of the GDV becoming eligible to vest. Stock price targets will be achieved based on the volume weighted average closing price of the Issuer's common stock during a consecutive 30-day trading period. F4 · derivative.exercise_price: Due to a 1,000 character limit, Footnote 4 is a continuation of Footnote 3: In the first year of the performance period, regardless of whether there is certification of achievement of a stock price target, the performance units will not vest before November 15, 2025, subject to the Reporting Person's continued employment through the vesting date. In the second and third years of the performance period, the performance units will vest immediately upon certification of achievement of a stock price target, subject to the Reporting Person's continued employment through the vesting date. F3 · derivative.exercise_date: Constitutes the performance stock unit portion of the Reporting Person's executive compensation for 2025. Performance vesting is tied to stock price in order to more closely align management with long-term stockholder goals and stock performance. Each performance unit represents a contingent right to receive one share of the Issuer's common stock. The performance units may vest, if at all, between 75% and 400% of the target grant date value ("GDV") based on the stock price targets achieved during a 3-year performance period (subject to a 29-trading day extension in certain circumstances). The number of performance units reported above assumes the maximum stock price target is achieved, resulting in 400% of the GDV becoming eligible to vest. Stock price targets will be achieved based on the volume weighted average closing price of the Issuer's common stock during a consecutive 30-day trading period. F4 · derivative.exercise_date: Due to a 1,000 character limit, Footnote 4 is a continuation of Footnote 3: In the first year of the performance period, regardless of whether there is certification of achievement of a stock price target, the performance units will not vest before November 15, 2025, subject to the Reporting Person's continued employment through the vesting date. In the second and third years of the performance period, the performance units will vest immediately upon certification of achievement of a stock price target, subject to the Reporting Person's continued employment through the vesting date. F5 · derivative.expiration_date: Subject to a 29-trading day extension in certain circumstances. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 22:54 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 416,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-24-000128 · wk-form4_1732056862.xml · nonDerivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,361,027 F2 · shares: Constitutes the RSU portion of the Reporting Person's executive compensation for 2025. The shares of common stock represent time-based RSUs, with each RSU representing a contingent right to receive one share of the Issuer's common stock. The RSUs vest in substantially equal quarterly installments over a three-year period, with the first vesting date being May 15, 2025, subject to the Reporting Person's continuous service with the Issuer on each such vesting date. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 22:54 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 41,983 | $7.73 | $324,528.59 |
DisclosureSEC source: 0001286139-24-000128 · wk-form4_1732056862.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 944,964 F1 · shares: This transaction represents the automatic withholding of shares by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations. Read SEC document |
| September 13, 2024 Filed Sep 16, 2024 22:03 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | SaleClass A Common Stock | 2,500 | $42.44 | $106,100.00 |
DisclosureSEC source: 0001628280-24-040554 · wk-form4_1726524179.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,982 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024. Read SEC document |
| August 19, 2024 Filed Aug 19, 2024 20:36 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 86,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-24-000100 · wk-form4_1724099789.xml · nonDerivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 986,947 F2 · shares: The award of RSUs vests in substantially equal successive quarterly installments over four (4) years beginning November 15, 2024. F3 · balance_after: As of the date of this filing, includes 751,754 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:36 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 39,253 | $5.66 | $222,171.98 |
DisclosureSEC source: 0001286139-24-000100 · wk-form4_1724099789.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Operating Officer & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900,741 F1 · kind: This transaction represents the automatic withholding of shares of the Issuer's common stock by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations. Read SEC document |
| July 09, 2024 Filed Jul 10, 2024 22:10 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 191,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-24-000085 · wk-form4_1720649429.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 939,994 F1 · shares: The shares of common stock represent restricted stock units ("RSUs"), with each RSU representing a contingent right to receive one share of the Issuer's common stock. The RSUs will vest in two substantially equal annual installments on July 9, 2025 and July 9, 2026, subject to the Reporting Person's continued service with the Issuer on each such vesting date. F2 · balance_after: As of the date of this filing, includes 742,995 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| May 16, 2024 Filed May 17, 2024 20:06 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 25,000 | $9.44 | $236,000.00 |
DisclosureSEC source: 0001286139-24-000061 · wk-form4_1715976350.xml · nonDerivative · entry 2 Watson Noel Bertram · CIK 0001669081 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 748,912 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 24, 2023. F3 · balance_after: As of the date of this filing, includes 551,913 RSUs which are payable in an equivalent number of shares of the Issuer's common stock and also includes 2,000 shares of common stock acquired pursuant to the Issuer's 2021 Employee Stock Purchase Plan on May 15, 2024. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:06 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 39,253 | $9.49 | $372,510.97 |
DisclosureSEC source: 0001286139-24-000061 · wk-form4_1715976350.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 771,912 F1 · kind: This transaction represents the automatic withholding of shares of the Issuer's common stock by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations. Read SEC document |
| March 08, 2024 Filed Mar 11, 2024 21:01 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 206,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-24-000042 · wk-form4_1710190862.xml · nonDerivative · entry 1 Watson Noel Bertram · CIK 0001669081 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 811,165 F1 · shares: The award of restricted stock units (RSUs) vests in substantially equal successive quarterly installments over four (4) years beginning May 15, 2024. F2 · balance_after: As of the date of this filing, includes 629,360 RSUs which are payable in an equivalent number of shares of the Issuer's 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.