Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Affirm Holdings, Inc.AFRM · Entity 1572 | Chief Legal Officer | 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.
Affirm Holdings, Inc.
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,152 |
Reported balance
After 2026-09-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-16 · Grant · Acquired 30,152 · Balance 30,152 F1: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: RSUs vest in equal quarterly installments for a period of three years beginning December 1, 2026, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. |
| Class A Common StockSEC Table I · non-derivative | Direct | 152,439 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 152,439 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: RSUs vest in equal quarterly installments for a period of three years beginning December 1, 2026, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2021 Filed Jul 7, 2021 01:23 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Tax withholdingClass A Common Stock | 1,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001820953-21-000076 · wf-form4_162562097527785.xml · nonDerivative · entry 2 Adkins Katherine · CIK 0001870331 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,178 F2 · shares: Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units that vested on July 1, 2021. Read SEC document |
| July 01, 2021 Filed Jul 7, 2021 01:23 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | Exercise / conversionClass A Common Stock | 2,490 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001820953-21-000076 · wf-form4_162562097527785.xml · nonDerivative · entry 1 Adkins Katherine · CIK 0001870331 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,306 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 Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Class A 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.