Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Serve Robotics Inc. /DE/SERV · Entity 5633 | Director · President & COO | 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 | 1,501,503 |
Reported balance
After 2026-10-02 transaction · row 1
1 source rowRow 1 · 2026-10-02 · Grant · Acquired 241,252 · Balance 1,501,503 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. |
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 | 241,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001983441-26-000018 · wk-form4_1791320012.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,501,503 F1 · price: 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 | 19,810 | $4.56 | $90,333.60 |
DisclosureSEC source: 0001983441-26-000016 · wk-form4_1787176001.xml · nonDerivative · entry 2 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,260,251 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 pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| August 18, 2026 Filed Aug 19, 2026 21:46 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 18,183 | $4.53 | $82,368.99 |
DisclosureSEC source: 0001983441-26-000016 · wk-form4_1787176001.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,280,061 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $4.52 to $4.54, 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 |
| June 10, 2026 Filed Jun 11, 2026 20:12 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 4,219 | $7.24 | $30,545.56 |
DisclosureSEC source: 0001983441-26-000014 · wk-form4_1781208748.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,298,244 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 21:40 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 3,888 | $9.26 | $36,002.88 |
DisclosureSEC source: 0001983441-26-000012 · wk-form4_1778276400.xml · nonDerivative · entry 2 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,302,463 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 21:40 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,993 | $9.29 | $55,674.97 |
DisclosureSEC source: 0001983441-26-000012 · wk-form4_1778276400.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,306,351 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 | 3,861 | $8.62 | $33,281.82 |
DisclosureSEC source: 0001983441-26-000010 · wk-form4_1775768954.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,312,344 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 | 3,922 | $9.72 | $38,121.84 |
DisclosureSEC source: 0001983441-26-000008 · wk-form4_1773260256.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,316,205 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 | 3,558 | $10.17 | $36,184.86 |
DisclosureSEC source: 0001983441-26-000006 · wk-form4_1770935239.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,320,127 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 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 | 5,998 | $10.33 | $61,959.34 |
DisclosureSEC source: 0001983441-26-000004 · wk-form4_1770331968.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,323,685 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 | 4,008 | $14.30 | $57,314.40 |
DisclosureSEC source: 0001983441-26-000002 · wk-form4_1767996828.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,329,683 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 12, 2025 Filed Dec 15, 2025 21:39 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,000 | $13.07 | $65,350.00 |
DisclosureSEC source: 0001983441-25-000011 · wk-form4_1765834791.xml · nonDerivative · entry 2 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,333,691 Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 21:39 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 6,300 | $11.87 | $74,781.00 |
DisclosureSEC source: 0001983441-25-000011 · wk-form4_1765834791.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,338,691 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 | 6,100 | $10.74 | $65,514.00 |
DisclosureSEC source: 0001983441-25-000009 · wk-form4_1762464516.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,344,991 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 | 9,500 | $11.78 | $111,910.00 |
DisclosureSEC source: 0001983441-25-000007 · wk-form4_1762388689.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,351,091 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 |
| October 07, 2025 Filed Oct 7, 2025 21:49 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 4,825 | $15.25 | $73,581.25 |
DisclosureSEC source: 0001983441-25-000005 · wk-form4_1759873791.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,360,591 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 $15.25 to $15.26, 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 23:05 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 53,690 | $10.35 | $555,691.50 |
DisclosureSEC source: 0001983441-25-000003 · wk-form4_1757372707.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,365,416 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 21:53 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,565 | $10.64 | $59,211.60 |
DisclosureSEC source: 0001832483-25-000074 · wk-form4_1754517209.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,419,106 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 22:20 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 264,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001832483-25-000059 · wk-form4_1753309233.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,424,671 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 22:18 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 450 | $6.14 | $2,763.00 |
DisclosureSEC source: 0000950170-25-066096 · ownership.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,160,649 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 21:31 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 445 | $5.71 | $2,538.73 |
DisclosureSEC source: 0000950170-25-052596 · ownership.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,161,099 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 23:22 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 546 | $7.31 | $3,992.68 |
DisclosureSEC source: 0000950170-25-042830 · ownership.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,161,544 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 |
| February 27, 2025 Filed Mar 1, 2025 01:57 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 796 | $9.20 | $7,323.20 |
DisclosureSEC source: 0000950170-25-030302 · ownership.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,162,090 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 | 305 | $19.53 | $5,956.68 |
DisclosureSEC source: 0000950170-25-004301 · ownership.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,162,886 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 |
| December 18, 2024 Filed Dec 20, 2024 21:19 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 248 | $15.92 | $3,949.20 |
DisclosureSEC source: 0000950170-24-139059 · ownership.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,163,191 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 |
| December 09, 2024 Filed Dec 9, 2024 23:05 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 45,473 | $13.06 | $594,009.25 |
DisclosureSEC source: 0000950170-24-134659 · ownership.xml · nonDerivative · entry 6 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,163,439 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. F4 · shares: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on September 9, 2024. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $12.75 to $13.17, 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 23:05 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 4,527 | $12.27 | $55,551.27 |
DisclosureSEC source: 0000950170-24-134659 · ownership.xml · nonDerivative · entry 5 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,208,912 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. F4 · shares: Sale effected pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on September 9, 2024. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $11.70 to $12.61, 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 06, 2024 Filed Dec 9, 2024 23:05 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | Exercise / conversionStock Option (right to buy) · Derivative | 2,993 | $0.00 Strike: $0.86 | $0.00 |
DisclosureSEC source: 0000950170-24-134659 · ownership.xml · derivative · entry 8 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,458 Underlying: Common Stock · 2,993 shares Expires 2033-06-06 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 July 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 23:05 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | Exercise / conversionStock Option (right to buy) · Derivative | 11,403 | $0.00 Strike: $0.86 | $0.00 |
DisclosureSEC source: 0000950170-24-134659 · ownership.xml · derivative · entry 7 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,403 shares Expires 2033-06-06 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: The shares are fully vested. Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 23:05 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 1,098 | $11.33 | $12,440.34 |
DisclosureSEC source: 0000950170-24-134659 · ownership.xml · nonDerivative · entry 4 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,213,439 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 incurred upon the above-reported exercise of options. Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 23:05 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | Exercise / conversionCommon Stock | 2,993 | $0.86 | $2,570.39 |
DisclosureSEC source: 0000950170-24-134659 · ownership.xml · nonDerivative · entry 3 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,214,537 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 23:05 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | Exercise / conversionCommon Stock | 11,403 | $0.86 | $9,792.90 |
DisclosureSEC source: 0000950170-24-134659 · ownership.xml · nonDerivative · entry 2 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,211,544 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 23:05 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 815 | $9.55 | $7,785.29 |
DisclosureSEC source: 0000950170-24-134659 · ownership.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,200,141 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. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.55 to $9.56, 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 |
| November 25, 2024 Filed Nov 27, 2024 21:51 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 1,365 | $8.76 | $11,957.40 |
DisclosureSEC source: 0000950170-24-131580 · ownership.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,200,956 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 |
| November 21, 2024 Filed Nov 22, 2024 21:23 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 105 | $8.84 | $928.67 |
DisclosureSEC source: 0000950170-24-130221 · ownership.xml · nonDerivative · entry 2 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,202,321 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 |
| November 21, 2024 Filed Nov 22, 2024 21:23 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 140 | $8.84 | $1,237.60 |
DisclosureSEC source: 0000950170-24-130221 · ownership.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,202,426 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 |
| September 05, 2024 Filed Sep 6, 2024 23:15 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 395,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-104493 · ownership.xml · nonDerivative · entry 2 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,202,566 F2 · shares: Represents shares of Common Stock underlying an RSU. The RSU will vest as to 1/3rd of the total number of shares on September 5, 2025 and 1/36th of the total number of shares on the same day of each month thereafter, subject to the Reporting Person's continuous service status through each vesting date. Read SEC document |
| June 11, 2024 Filed Sep 6, 2024 23:15 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 12,857 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-104493 · ownership.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 807,566 F1 · shares: Represents shares of Common Stock underlying a time-based restricted stock unit award ("RSU"). The RSU vested as to 1/12th of the total number of shares on June 1, 2024, and an additional 1/12th of the total number of shares will vest on the same day of each month thereafter, subject to the Reporting Person's continuous service status through each vesting date. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 20:45 UTC | Serve Robotics Inc. /DE/ NONE · Entity 5633 | GrantStock Option (Right to Buy) · Derivative | 8,451 | Not disclosed Strike: $0.86 | Not disclosed |
DisclosureSEC source: 0001209191-23-044240 · doc4.xml · derivative · entry 3 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,451 Underlying: Common Stock · 8,451 shares Expires 2033-06-06 F5 · price: Received in connection with the Merger in exchange for options to acquire 10,518 shares of Legacy Serve common stock for $0.69 per share. F4 · derivative.exercise_date: The stock option vested as to 1/48 of the total number of shares on July 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 |
| July 31, 2023 Filed Aug 2, 2023 20:45 UTC | Serve Robotics Inc. /DE/ NONE · Entity 5633 | GrantStock Option (Right to Buy) · Derivative | 11,403 | Not disclosed Strike: $0.86 | Not disclosed |
DisclosureSEC source: 0001209191-23-044240 · doc4.xml · derivative · entry 2 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,403 Underlying: Common Stock · 11,403 shares Expires 2033-06-06 F3 · price: Received in connection with the Merger in exchange for options to acquire 14,192 shares of Legacy Serve common stock for $0.69 per share. F2 · derivative.exercise_date: The stock option will vest in full on the one-month anniversary of the Merger Closing Date. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 20:45 UTC | Serve Robotics Inc. /DE/ NONE · Entity 5633 | GrantCommon Stock | 794,709 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-044240 · doc4.xml · nonDerivative · entry 1 Parang Touraj · CIK 0001983441 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 794,709 F1 · price: Received in connection with the Issuer's merger (the "Merger") with Serve Robotics Inc. ("Legacy Serve") in accordance with the terms of the Agreement and Plan of Merger and Reorganization dated as of July 31, 2023 (the "Merger Agreement"), by and among the Issuer (f/k/a Patricia Acquisition Corp.), Serve Acquisition Corp. and Legacy Serve. Pursuant to the terms of the Merger Agreement, each outstanding share of Legacy Serve capital stock was entitled to receive 0.80350 shares of Common Stock. The Merger closed on July 31, 2023 (the "Merger Closing Date"). 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.