Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ethos Technologies Inc.LIFE · Entity 4157 | Chief Financial Officer | August 17, 2026 | August 18, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Ethos Technologies Inc.
Report date August 17, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 639,044 |
Last balance in matching sequence
After 2026-08-17 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-08-17 · Sale · Disposed 15,197 · Balance 650,031 F1: The shares reported were sold solely to satisfy tax withholding obligations arising from the vesting and settlement of restricted stock units. The sale is mandated under the Issuer's equity incentive plan to fund tax withholding through a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person, who exercised no control over the timing, price, or amount of shares sold. F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.33 to $34.325 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Includes shares issuable on settlement of RSUs. Row 2 · 2026-08-17 · Sale · Disposed 10,987 · Balance 639,044 F1: The shares reported were sold solely to satisfy tax withholding obligations arising from the vesting and settlement of restricted stock units. The sale is mandated under the Issuer's equity incentive plan to fund tax withholding through a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person, who exercised no control over the timing, price, or amount of shares sold. F4: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.33 to $34.84 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Includes shares issuable on settlement of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported were sold solely to satisfy tax withholding obligations arising from the vesting and settlement of restricted stock units. The sale is mandated under the Issuer's equity incentive plan to fund tax withholding through a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person, who exercised no control over the timing, price, or amount of shares sold.
F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.33 to $34.325 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: Includes shares issuable on settlement of RSUs.
F4: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.33 to $34.84 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
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 17, 2026 Filed Aug 18, 2026 22:00 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 10,987 | $34.44 | $378,392.28 |
DisclosureSEC source: 0001858189-26-000007 · form4-08182026_060811.xml · nonDerivative · entry 2 Capozzi Christopher M. · CIK 0001858189 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 639,044 F1 · kind: The shares reported were sold solely to satisfy tax withholding obligations arising from the vesting and settlement of restricted stock units. The sale is mandated under the Issuer's equity incentive plan to fund tax withholding through a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person, who exercised no control over the timing, price, or amount of shares sold. F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.33 to $34.84 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes shares issuable on settlement of RSUs. Read SEC document |
| August 17, 2026 Filed Aug 18, 2026 22:00 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 15,197 | $33.92 | $515,482.24 |
DisclosureSEC source: 0001858189-26-000007 · form4-08182026_060811.xml · nonDerivative · entry 1 Capozzi Christopher M. · CIK 0001858189 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 650,031 F1 · kind: The shares reported were sold solely to satisfy tax withholding obligations arising from the vesting and settlement of restricted stock units. The sale is mandated under the Issuer's equity incentive plan to fund tax withholding through a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person, who exercised no control over the timing, price, or amount of shares sold. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.33 to $34.325 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes shares issuable on settlement of RSUs. Read SEC document |
| May 15, 2026 Filed May 20, 2026 00:31 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 17,631 | $22.72 | $400,576.32 |
DisclosureSEC source: 0001858189-26-000005 · form4-05202026_120518.xml · nonDerivative · entry 3 Capozzi Christopher M. · CIK 0001858189 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 665,228 F2 · kind: Represents shares sold to satisfy tax withholding obligations on the vesting of RSUs. F4 · price: The price reported above reflects the weighted average price of the shares sold. The sale price ranged from $22.685 to $22.85 per share, inclusive. Upon request from the SEC staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F5 · balance_after: Includes 579,433 shares issuable on settlement of RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. The reporting person will receive a benefit with respect to an RSU only if it vests. Read SEC document |
| May 15, 2026 Filed May 20, 2026 00:31 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | SaleClass A Common Stock | 62,955 | $21.97 | $1,383,121.35 |
DisclosureSEC source: 0001858189-26-000005 · form4-05202026_120518.xml · nonDerivative · entry 2 Capozzi Christopher M. · CIK 0001858189 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 682,859 F2 · kind: Represents shares sold to satisfy tax withholding obligations on the vesting of RSUs. F3 · price: The price reported above reflects the weighted average price of the shares sold. The sale price ranged from $21.66 to $22.65 per share, inclusive. Upon request from the SEC staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| April 28, 2026 Filed May 20, 2026 00:31 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | GrantClass A Common Stock | 80,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001858189-26-000005 · form4-05202026_120518.xml · nonDerivative · entry 1 Capozzi Christopher M. · CIK 0001858189 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 745,814 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSU will vest as to 12.5% of the RSU on August 15, 2026, and in seven equal quarterly installments thereafter, so long as the reporting person provides service through each vesting date. The quarterly vesting dates are February 15, May 15, August 15 and November 15 of a given calendar year, provided, however, that if a quarterly vesting date would ordinarily fall on a weekend or holiday, that quarterly vesting date will instead be the next business day. 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.