Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Compass, Inc.COMP · Entity 3646 | Chief Operating Officer | December 01, 2023 | December 05, 2023 |
| Coursera, Inc.COUR · Entity 4586 | Director · President & CEO | October 01, 2026 | October 03, 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.
Compass, Inc.
Report date December 01, 2023 · Filed December 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 882,679 |
Ending reported balance
After 2023-12-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-12-01 · Sale · Disposed 24,604 · Balance 872,199 F1: Automatic sales pursuant to a Rule 10b5-1 plan adopted by the reporting person on May 12, 2023. F2: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $2.16 to $2.48 per share, inclusive. The reporting person undertakes to provide to Compass, Inc., any security holder of Compass, Inc. 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 to this Form 4. Row 2 · 2023-12-05 · Exercise / conversion · Acquired 17,280 · Balance 889,479 F3: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Row 3 · 2023-12-05 · Tax withholding · Disposed 6,800 · Balance 882,679 F4: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 311,150 |
Reported balance
After 2023-12-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-12-05 · Exercise / conversion · Disposed 17,280 · Balance 311,150 F3: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F5: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Automatic sales pursuant to a Rule 10b5-1 plan adopted by the reporting person on May 12, 2023.
F2: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $2.16 to $2.48 per share, inclusive. The reporting person undertakes to provide to Compass, Inc., any security holder of Compass, Inc. 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 to this Form 4.
F3: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement.
F4: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs.
F5: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date.
Coursera, Inc.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,539,003 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Sale · Disposed 10,308 · Balance 1,539,003 F1: Transaction effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 2, 2026. F2: Represents a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $5.03 to $5.138, inclusive. The reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer, or a securityholder of the issuer detailed information regarding the price and number of shares sold within the range indicated. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 2, 2026.
F2: Represents a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $5.03 to $5.138, inclusive. The reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer, or a securityholder of the issuer detailed information regarding the price and number of shares sold within the range indicated.
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 |
|---|---|---|---|---|---|---|
| February 03, 2022 Filed Feb 7, 2022 22:54 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 17,280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-007554 · doc4.xml · nonDerivative · entry 1 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,107 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 22:31 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 17,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002484 · doc4.xml · derivative · entry 3 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 691,430 Underlying: Class A Common Stock · 17,290 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_price: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. F3 · derivative.exercise_date: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. F3 · derivative.expiration_date: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 22:31 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 5,154 | $8.86 | $45,664.44 |
DisclosureSEC source: 0001209191-22-002484 · doc4.xml · nonDerivative · entry 2 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,827 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 22:31 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 17,290 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-002484 · doc4.xml · nonDerivative · entry 1 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,981 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 23:35 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 17,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-068407 · doc4.xml · derivative · entry 3 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 708,720 Underlying: Class A Common Stock · 17,280 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_price: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. F3 · derivative.exercise_date: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. F3 · derivative.expiration_date: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 23:35 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 6,800 | $9.23 | $62,764.00 |
DisclosureSEC source: 0001209191-21-068407 · doc4.xml · nonDerivative · entry 2 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,691 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 23:35 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 17,280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-068407 · doc4.xml · nonDerivative · entry 1 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,491 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 23:05 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 15,540 | $0.00 Strike: $6.44 | $0.00 |
DisclosureSEC source: 0001209191-21-063933 · doc4.xml · derivative · entry 2 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,540,170 Underlying: Class A Common Stock · 15,540 shares Expires 2030-04-13 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 vests 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 23:05 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 15,540 | $6.44 | $100,077.60 |
DisclosureSEC source: 0001209191-21-063933 · doc4.xml · nonDerivative · entry 1 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,211 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 |
| November 03, 2021 Filed Nov 5, 2021 20:15 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 17,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063150 · doc4.xml · derivative · entry 3 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 726,000 Underlying: Class A Common Stock · 17,290 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_price: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. F3 · derivative.exercise_date: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. F3 · derivative.expiration_date: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 20:15 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 6,804 | $12.91 | $87,839.64 |
DisclosureSEC source: 0001209191-21-063150 · doc4.xml · nonDerivative · entry 2 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,671 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 20:15 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 17,290 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-063150 · doc4.xml · nonDerivative · entry 1 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,475 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 22:35 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 293,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062237 · doc4.xml · derivative · entry 4 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 743,290 Underlying: Class A Common Stock · 293,850 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F4 · derivative.exercise_price: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. F4 · derivative.exercise_date: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. F4 · derivative.expiration_date: The RSUs vest as to 20% of the total shares on April 13, 2021 and 1.667% monthly thereafter, with 100% of the shares vested on April 13, 2025, subject to continued service through each vesting date. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 22:35 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 3,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062237 · doc4.xml · derivative · entry 3 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,240 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_price: The RSUs are fully vested. F3 · derivative.exercise_date: The RSUs are fully vested. F3 · derivative.expiration_date: The RSUs are fully vested. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 22:35 UTC | Compass, Inc. COMP · Entity 3646 | Tax withholdingClass A Common Stock | 116,905 | $12.89 | $1,506,905.45 |
DisclosureSEC source: 0001209191-21-062237 · doc4.xml · nonDerivative · entry 2 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,185 F2 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations on the vesting of RSUs. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 22:35 UTC | Compass, Inc. COMP · Entity 3646 | Exercise / conversionClass A Common Stock | 297,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-062237 · doc4.xml · nonDerivative · entry 1 Hart Gregory M. · CIK 0001847374 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,090 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. 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.