Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Serve Robotics Inc. /DE/SERV · Entity 5633 | Director · Chief Executive Officer | October 02, 2026 | October 06, 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.
Serve Robotics Inc. /DE/
Report date October 02, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,577,373 |
Reported balance
After 2026-10-02 transaction · row 1
1 source rowRow 1 · 2026-10-02 · Grant · Acquired 344,440 · Balance 3,577,373 F1: Represents shares of Common Stock underlying a time-based restricted stock unit award ("RSU"). The RSU will vest as to 1/7th of the total number of shares on January 1, 2027 and 1/7th of the total number of shares on the same day of each quarter thereafter, subject to the Reporting Person's continuous service status through each vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 16,070 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,070 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Common Stock underlying a time-based restricted stock unit award ("RSU"). The RSU will vest as to 1/7th of the total number of shares on January 1, 2027 and 1/7th of the total number of shares on the same day of each quarter thereafter, subject to the Reporting Person's continuous service status through 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 |
|---|---|---|---|---|---|---|
| October 02, 2026 Filed Oct 6, 2026 20:53 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 344,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001983489-26-000018 · wk-form4_1791319994.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,577,373 F1 · shares: Represents shares of Common Stock underlying a time-based restricted stock unit award ("RSU"). The RSU will vest as to 1/7th of the total number of shares on January 1, 2027 and 1/7th of the total number of shares on the same day of each quarter thereafter, subject to the Reporting Person's continuous service status through each vesting date. Read SEC document |
| August 18, 2026 Filed Aug 19, 2026 21:46 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 45,158 | $4.56 | $205,920.48 |
DisclosureSEC source: 0001983489-26-000016 · wk-form4_1787175986.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,232,933 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| June 10, 2026 Filed Jun 11, 2026 20:12 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 15,885 | $7.24 | $115,007.40 |
DisclosureSEC source: 0001983489-26-000014 · wk-form4_1781208734.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,278,091 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| May 07, 2026 Filed May 8, 2026 21:39 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 14,644 | $9.26 | $135,603.44 |
DisclosureSEC source: 0001983489-26-000012 · wk-form4_1778276385.xml · nonDerivative · entry 2 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,293,976 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| May 06, 2026 Filed May 8, 2026 21:39 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 11,753 | $9.29 | $109,185.37 |
DisclosureSEC source: 0001983489-26-000012 · wk-form4_1778276385.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,308,620 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| April 08, 2026 Filed Apr 9, 2026 21:09 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 14,541 | $8.62 | $125,343.42 |
DisclosureSEC source: 0001983489-26-000010 · wk-form4_1775768938.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,320,373 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| March 10, 2026 Filed Mar 11, 2026 20:17 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 13,500 | $9.72 | $131,220.00 |
DisclosureSEC source: 0001983489-26-000008 · wk-form4_1773260236.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,334,914 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 22:27 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 9,259 | $10.17 | $94,164.03 |
DisclosureSEC source: 0001983489-26-000006 · wk-form4_1770935225.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,348,414 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| February 04, 2026 Filed Feb 5, 2026 22:52 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 8,101 | $10.33 | $83,683.33 |
DisclosureSEC source: 0001983489-26-000004 · wk-form4_1770331955.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,357,673 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| January 08, 2026 Filed Jan 9, 2026 22:13 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 9,088 | $14.30 | $129,958.40 |
DisclosureSEC source: 0001983489-26-000002 · wk-form4_1767996810.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,365,774 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 21:39 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 16,730 | $11.87 | $198,585.10 |
DisclosureSEC source: 0001983489-25-000011 · wk-form4_1765834762.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,374,862 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| November 06, 2025 Filed Nov 6, 2025 21:28 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 16,170 | $10.78 | $174,312.60 |
DisclosureSEC source: 0001983489-25-000009 · wk-form4_1762464496.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,391,592 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| November 05, 2025 Filed Nov 6, 2025 00:24 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 13,310 | $11.63 | $154,795.30 |
DisclosureSEC source: 0001983489-25-000007 · wk-form4_1762388638.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,407,762 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| October 07, 2025 Filed Oct 7, 2025 21:49 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 12,930 | $15.08 | $194,984.40 |
DisclosureSEC source: 0001983489-25-000005 · wk-form4_1759873747.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,421,072 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $15.07 to $15.11, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, 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. Read SEC document |
| September 08, 2025 Filed Sep 8, 2025 23:04 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 164,735 | $10.33 | $1,701,712.55 |
DisclosureSEC source: 0001983489-25-000003 · wk-form4_1757372670.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,434,002 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| August 05, 2025 Filed Aug 6, 2025 21:52 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 7,467 | $10.74 | $80,195.58 |
DisclosureSEC source: 0001832483-25-000072 · wk-form4_1754517141.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,598,737 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| July 22, 2025 Filed Jul 23, 2025 22:17 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 382,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001832483-25-000057 · wk-form4_1753309054.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,606,204 F1 · shares: Represents shares of Common Stock underlying a time-based restricted stock unit award ("RSU"). The RSU will vest as to 1/16th of the total number of shares on August 1, 2025 and 1/16th of the total number of shares on the same day of each quarter thereafter, subject to the Reporting Person's continuous service status through each vesting date. Read SEC document |
| May 07, 2025 Filed May 7, 2025 22:14 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 1,700 | $6.15 | $10,459.76 |
DisclosureSEC source: 0000950170-25-066085 · ownership.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,223,427 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs. Such sale was executed pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| April 08, 2025 Filed Apr 9, 2025 21:32 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 1,670 | $5.71 | $9,535.70 |
DisclosureSEC source: 0000950170-25-052597 · ownership.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,225,127 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs. Such sale was executed pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| March 19, 2025 Filed Mar 20, 2025 23:21 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 2,055 | $7.37 | $15,145.35 |
DisclosureSEC source: 0000950170-25-042829 · ownership.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,226,797 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs. Such sale was executed pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:13 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | PurchaseCommon Stock | 3,000 | $6.85 | $20,550.00 |
DisclosureSEC source: 0000950170-25-038752 · ownership.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,228,852 F1 · kind: The purchase of shares of common stock reported above is a matching transaction under Section 16 of the Securities Exchange Act of 1934, as amended ("Section 16"), with the sale of 3,000 shares of common stock by the reporting person on January 6, 2025, at a price of $22.84 per share. In accordance with Section 16, the reporting person has voluntarily disgorged to the issuer a short-swing profit of $47,970.00. Read SEC document |
| February 27, 2025 Filed Mar 1, 2025 00:29 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 3,713 | $9.22 | $34,215.30 |
DisclosureSEC source: 0000950170-25-030273 · ownership.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,225,852 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs. Such sale was executed pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| January 07, 2025 Filed Jan 10, 2025 22:30 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 1,425 | $19.53 | $27,828.26 |
DisclosureSEC source: 0000950170-25-004299 · ownership.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,229,565 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs. Such sale was executed pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| January 06, 2025 Filed Jan 7, 2025 22:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,000 | $22.84 | $114,200.00 |
DisclosureSEC source: 0000950170-25-002971 · ownership.xml · nonDerivative · entry 4 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,230,990 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| January 06, 2025 Filed Jan 7, 2025 22:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 32,500 | $20.90 | $679,350.75 |
DisclosureSEC source: 0000950170-25-002971 · ownership.xml · nonDerivative · entry 3 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,235,990 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $20.90 to $20.94, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, 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. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 22:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,000 | $17.72 | $88,600.00 |
DisclosureSEC source: 0000950170-25-002971 · ownership.xml · nonDerivative · entry 2 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,268,490 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 22:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 2,500 | $16.24 | $40,600.00 |
DisclosureSEC source: 0000950170-25-002971 · ownership.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,273,490 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 21:40 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 2,500 | $14.85 | $37,125.00 |
DisclosureSEC source: 0000950170-25-001273 · ownership.xml · nonDerivative · entry 2 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,275,990 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:40 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,000 | $15.56 | $77,800.00 |
DisclosureSEC source: 0000950170-25-001273 · ownership.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,278,490 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| December 26, 2024 Filed Dec 27, 2024 22:29 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,000 | $16.97 | $84,850.00 |
DisclosureSEC source: 0000950170-24-140840 · ownership.xml · nonDerivative · entry 3 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,283,490 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| December 26, 2024 Filed Dec 27, 2024 22:29 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 2,500 | $15.56 | $38,900.00 |
DisclosureSEC source: 0000950170-24-140840 · ownership.xml · nonDerivative · entry 2 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,288,490 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| December 24, 2024 Filed Dec 27, 2024 22:29 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,000 | $14.55 | $72,750.00 |
DisclosureSEC source: 0000950170-24-140840 · ownership.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,290,990 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| December 20, 2024 Filed Dec 23, 2024 22:10 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 2,500 | $14.70 | $36,750.00 |
DisclosureSEC source: 0000950170-24-139697 · ownership.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,295,990 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| December 18, 2024 Filed Dec 19, 2024 21:12 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 1,008 | $16.05 | $16,178.40 |
DisclosureSEC source: 0000950170-24-138453 · ownership.xml · nonDerivative · entry 3 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,298,490 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. F2 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs. Such sale was executed pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 21:12 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 2,500 | $16.48 | $41,200.00 |
DisclosureSEC source: 0000950170-24-138453 · ownership.xml · nonDerivative · entry 2 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,299,498 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 21:12 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,000 | $15.40 | $77,000.00 |
DisclosureSEC source: 0000950170-24-138453 · ownership.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,301,998 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 22:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 22,500 | $14.93 | $335,974.50 |
DisclosureSEC source: 0000950170-24-137339 · ownership.xml · nonDerivative · entry 2 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,306,998 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $14.39 to $15.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, 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. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 22:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 2,500 | $12.48 | $31,200.00 |
DisclosureSEC source: 0000950170-24-137339 · ownership.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,329,498 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 21:20 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,000 | $14.38 | $71,900.00 |
DisclosureSEC source: 0000950170-24-135805 · ownership.xml · nonDerivative · entry 3 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,331,998 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 21:20 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 2,526 | $13.18 | $33,289.40 |
DisclosureSEC source: 0000950170-24-135805 · ownership.xml · nonDerivative · entry 2 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,336,998 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. F3 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $13.05. to $13.18, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, 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. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 21:20 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 4,974 | $12.71 | $63,227.50 |
DisclosureSEC source: 0000950170-24-135805 · ownership.xml · nonDerivative · entry 1 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,339,524 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $11.87 to $12.85, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, 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. Read SEC document |
| December 09, 2024 Filed Dec 9, 2024 23:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 2,500 | $13.52 | $33,800.00 |
DisclosureSEC source: 0000950170-24-134661 · ownership.xml · nonDerivative · entry 8 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,344,498 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 23:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | Exercise / conversionStock Option (right to buy) · Derivative | 403 | $0.00 Strike: $0.94 | $0.00 |
DisclosureSEC source: 0000950170-24-134661 · ownership.xml · derivative · entry 11 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,109 Underlying: Common Stock · 403 shares Expires 2028-06-06 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. F8 · derivative.exercise_date: The stock option vested as to 1/48 of the total number of shares on June 1, 2023, and an additional 1/48 of the total number of shares will vest on each monthly anniversary thereafter, until such time as the stock option is 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 23:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | Exercise / conversionStock Option (right to buy) · Derivative | 45,182 | $0.00 Strike: $0.94 | $0.00 |
DisclosureSEC source: 0000950170-24-134661 · ownership.xml · derivative · entry 10 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,182 shares Expires 2028-06-06 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_date: Stock Option is fully vested. Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 23:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 20,000 | $11.79 | $235,866.00 |
DisclosureSEC source: 0000950170-24-134661 · ownership.xml · nonDerivative · entry 7 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,346,998 F6 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $11.59 to $11.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 23:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 7,500 | $11.12 | $83,424.75 |
DisclosureSEC source: 0000950170-24-134661 · ownership.xml · nonDerivative · entry 6 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,366,998 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. F5 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $10.49 to $11.44, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 23:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 4,291 | $10.00 | $42,910.00 |
DisclosureSEC source: 0000950170-24-134661 · ownership.xml · nonDerivative · entry 5 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,374,498 F4 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock incurred upon the above-reported exercise of options. Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 23:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | Exercise / conversionCommon Stock | 403 | $0.94 | $380.67 |
DisclosureSEC source: 0000950170-24-134661 · ownership.xml · nonDerivative · entry 4 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,378,789 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. Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 23:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | Exercise / conversionCommon Stock | 45,182 | $0.94 | $42,678.92 |
DisclosureSEC source: 0000950170-24-134661 · ownership.xml · nonDerivative · entry 3 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,378,386 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. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 23:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 3,138 | $9.92 | $31,128.96 |
DisclosureSEC source: 0000950170-24-134661 · ownership.xml · nonDerivative · entry 2 Kashani Ali · CIK 0001983489 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,333,204 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on August 19, 2024. F3 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs. Such sale was executed pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. 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.