Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Trade Desk, Inc.TTD · Entity 3752 | Director · President and CEO · 10% owner | September 14, 2026 | September 16, 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.
Trade Desk, Inc.
Report date September 14, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.97 · Expires 2036-09-14 | Direct | 7,000,000 |
Reported balance
After 2026-09-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-14 · Grant · Acquired 7,000,000 · Balance 7,000,000 F1: The shares subject to the option vest in seven tranches--1,200,000 shares, 1,200,000 shares, 1,200,000 shares, 1,000,000 shares, 800,000 shares, 800,000 shares, and 800,000 shares, respectively-- over a ten-year term beginning on September 14, 2026, (the "Grant Date"), and ending on September 14, 2036, if the closing price of the Issuer's Class A Common Stock measured over any 20-consecutive-trading-day period equals or exceeds $18.00, $30.00, $45.00, $60.00, $75.00, $90.00, or $105.00, respectively, subject to continued service as the Issuer's Chief Executive Officer or providing any other service to the Issuer that the Issuer's board of directors determines to be sufficient, each as of the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to the option vest in seven tranches--1,200,000 shares, 1,200,000 shares, 1,200,000 shares, 1,000,000 shares, 800,000 shares, 800,000 shares, and 800,000 shares, respectively-- over a ten-year term beginning on September 14, 2026, (the "Grant Date"), and ending on September 14, 2036, if the closing price of the Issuer's Class A Common Stock measured over any 20-consecutive-trading-day period equals or exceeds $18.00, $30.00, $45.00, $60.00, $75.00, $90.00, or $105.00, respectively, subject to continued service as the Issuer's Chief Executive Officer or providing any other service to the Issuer that the Issuer's board of directors determines to be sufficient, each as of the applicable 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 |
|---|---|---|---|---|---|---|
| September 01, 2017 Filed Sep 1, 2017 21:39 UTC | Trade Desk, Inc. TTD · Entity 3752 | SaleClass A Common Stock | 9,000 | $52.98 | $476,823.60 |
DisclosureSEC source: 0001209191-17-051074 · doc4.xml · nonDerivative · entry 1 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,400 F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.97 to $53.30, 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 ranges set forth in this footnote. Read SEC document |
| August 02, 2017 Filed Aug 2, 2017 22:27 UTC | Trade Desk, Inc. TTD · Entity 3752 | SaleClass A Common Stock | 4,485 | $54.00 | $242,176.55 |
DisclosureSEC source: 0001209191-17-047198 · doc4.xml · nonDerivative · entry 2 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,400 F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 22:27 UTC | Trade Desk, Inc. TTD · Entity 3752 | SaleClass A Common Stock | 4,515 | $53.69 | $242,387.78 |
DisclosureSEC source: 0001209191-17-047198 · doc4.xml · nonDerivative · entry 1 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,885 F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.60 to $53.79, 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 ranges set forth in this footnote. Read SEC document |
| July 17, 2017 Filed Jul 18, 2017 00:02 UTC | Trade Desk, Inc. TTD · Entity 3752 | SaleClass A Common Stock | 9,000 | $51.05 | $459,476.10 |
DisclosureSEC source: 0001209191-17-045377 · doc4.xml · nonDerivative · entry 2 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,400 F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.01 to $51.40, 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 ranges set forth in this footnote. Read SEC document |
| July 13, 2017 Filed Jul 18, 2017 00:02 UTC | Trade Desk, Inc. TTD · Entity 3752 | ConversionClass B Common Stock · Derivative | 108,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-045377 · doc4.xml · derivative · entry 3 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,286,673 Underlying: Class A Common Stock · 108,000 shares Expires not disclosed 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 · derivative.exercise_price: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time and upon certain other circumstances. F1 · derivative.exercise_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time and upon certain other circumstances. F1 · derivative.expiration_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time and upon certain other circumstances. Read SEC document |
| July 13, 2017 Filed Jul 18, 2017 00:02 UTC | Trade Desk, Inc. TTD · Entity 3752 | ConversionClass A Common Stock | 108,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-045377 · doc4.xml · nonDerivative · entry 1 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,400 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 share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time and upon certain other circumstances. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 23:07 UTC | Trade Desk, Inc. TTD · Entity 3752 | Exercise / conversionClass B Common Stock · Derivative | 8,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022675 · doc4.xml · derivative · entry 2 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,394,673 Underlying: Class A Common Stock · 8,342 shares Expires not disclosed 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 share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F2 · derivative.exercise_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F2 · derivative.expiration_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 23:07 UTC | Trade Desk, Inc. TTD · Entity 3752 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,342 | $0.00 Strike: $3.70 | $0.00 |
DisclosureSEC source: 0001209191-17-022675 · doc4.xml · derivative · entry 1 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,428 Underlying: Class B Common Stock · 8,342 shares Expires 2020-12-08 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 · derivative.exercise_date: The option was granted on December 9, 2015, with a vesting commencement date ("VCD") of January 1, 2016. One forty-eighth (1/48th) of the shares subject to the option vest on each monthly anniversary of the VCD, subject to continued employment with the Issuer through the applicable vesting dates. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:25 UTC | Trade Desk, Inc. TTD · Entity 3752 | ConversionClass B Common Stock · Derivative | 299,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018307 · doc4.xml · derivative · entry 6 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner GREEN IRREVOCABLE TRUST OF 2015 · CIK 0001685014 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,266,667 Underlying: Class A Common Stock · 299,999 shares Expires not disclosed 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 · derivative.exercise_price: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F1 · derivative.exercise_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F1 · derivative.expiration_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F2 · ownership.nature: Represents securities held by the Green Irrevocable Trust of 2015 (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust. Mr. Green disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. The Trust may be deemed to be the beneficial owner of 10% or more of the shares of the Issuer. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:25 UTC | Trade Desk, Inc. TTD · Entity 3752 | ConversionClass B Common Stock · Derivative | 1,900,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018307 · doc4.xml · derivative · entry 5 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner GREEN IRREVOCABLE TRUST OF 2015 · CIK 0001685014 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,386,331 Underlying: Class A Common Stock · 1,900,000 shares Expires not disclosed 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 · derivative.exercise_price: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F1 · derivative.exercise_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F1 · derivative.expiration_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:25 UTC | Trade Desk, Inc. TTD · Entity 3752 | SaleClass A Common Stock | 299,999 | $35.50 | $10,649,964.50 |
DisclosureSEC source: 0001209191-17-018307 · doc4.xml · nonDerivative · entry 4 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner GREEN IRREVOCABLE TRUST OF 2015 · CIK 0001685014 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F2 · ownership.nature: Represents securities held by the Green Irrevocable Trust of 2015 (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust. Mr. Green disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. The Trust may be deemed to be the beneficial owner of 10% or more of the shares of the Issuer. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:25 UTC | Trade Desk, Inc. TTD · Entity 3752 | SaleClass A Common Stock | 1,900,000 | $35.50 | $67,450,000.00 |
DisclosureSEC source: 0001209191-17-018307 · doc4.xml · nonDerivative · entry 3 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner GREEN IRREVOCABLE TRUST OF 2015 · CIK 0001685014 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,400 Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:25 UTC | Trade Desk, Inc. TTD · Entity 3752 | ConversionClass A Common Stock | 299,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018307 · doc4.xml · nonDerivative · entry 2 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner GREEN IRREVOCABLE TRUST OF 2015 · CIK 0001685014 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 299,999 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 share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. F2 · ownership.nature: Represents securities held by the Green Irrevocable Trust of 2015 (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust. Mr. Green disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. The Trust may be deemed to be the beneficial owner of 10% or more of the shares of the Issuer. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:25 UTC | Trade Desk, Inc. TTD · Entity 3752 | ConversionClass A Common Stock | 1,900,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018307 · doc4.xml · nonDerivative · entry 1 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner GREEN IRREVOCABLE TRUST OF 2015 · CIK 0001685014 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,936,400 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 share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time. Read SEC document |
| December 23, 2016 Filed Dec 29, 2016 01:51 UTC | Trade Desk, Inc. TTD · Entity 3752 | GrantEmployee Stock Option (Right to Buy) · Derivative | 56,567 | $0.00 Strike: $30.15 | $0.00 |
DisclosureSEC source: 0001179110-16-033531 · edgar.xml · derivative · entry 3 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,567 Underlying: Class A Common Stock · 56,567 shares Expires 2026-12-22 F3 · derivative.exercise_date: The option was granted on December 23, 2016, with a VCD of December 1, 2016. The option vests over four years in increments on each monthly anniversary of the VCD according to the following schedule: an aggregate of 14,433 shares will vest during each of the calendar years 2017, 2018 and 2019 and an aggregate of 13,268, shares will vest during calendar year 2020, in each case, subject to continued employment with the Issuer through the applicable vesting dates. Read SEC document |
| December 23, 2016 Filed Dec 29, 2016 01:51 UTC | Trade Desk, Inc. TTD · Entity 3752 | GrantEmployee Stock Option (Right to Buy) · Derivative | 9,333 | $0.00 Strike: $33.17 | $0.00 |
DisclosureSEC source: 0001179110-16-033531 · edgar.xml · derivative · entry 2 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,333 Underlying: Class A Common Stock · 9,333 shares Expires 2021-12-22 F2 · derivative.exercise_date: The option was granted on December 23, 2016, with a VCD of December 1, 2016. The option vests over four years in increments on each monthly anniversary of the VCD according to the following schedule: an aggregate of 2,042 shares will vest during each of the calendar years 2017, 2018 and 2019 and an aggregate of 3,207 shares will vest during calendar year 2020, in each case, subject to continued employment with the Issuer through the applicable vesting dates. Read SEC document |
| December 23, 2016 Filed Dec 29, 2016 01:51 UTC | Trade Desk, Inc. TTD · Entity 3752 | GrantClass A Common Stock | 36,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-033531 · edgar.xml · nonDerivative · entry 1 Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,400 F1 · shares: Represents restricted stock with a vesting commencement date ("VCD") of December 1, 2016, and which vests as to one-fourth of the granted shares on each anniversary of the VCD, subject to continued employment with the Issuer through the applicable vesting dates. 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.