Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ARM HOLDINGS PLC /UKARM · Entity 2828 | Chief Accounting 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.
ARM HOLDINGS PLC /UK
Report date August 17, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 12,960 |
Last balance in matching sequence
After 2026-08-17 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2026-08-17 · Exercise / conversion · Acquired 862 · Balance 12,997 F1: Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share. F2: This restricted stock unit ("RSU") award was granted on May 13, 2024, 28.5% of which vested on May 15, 2025, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. F3: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. Row 2 · 2026-08-17 · Exercise / conversion · Acquired 819 · Balance 13,816 F1: Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share. F4: This RSU award was granted on May 1, 2025, 28.5% of which vested on May 15, 2026, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. F3: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. Row 3 · 2026-08-17 · Tax withholding · Disposed 856 · Balance 12,960 F1: Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share. F5: Ordinary Shares withheld to satisfy tax withholding requirements on vesting of RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 100,390 |
Reported balance
After 2026-08-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-17 · Exercise / conversion · Disposed 862 · Balance 100,390 F3: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. F2: This restricted stock unit ("RSU") award was granted on May 13, 2024, 28.5% of which vested on May 15, 2025, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 99,571 |
Reported balance
After 2026-08-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-17 · Exercise / conversion · Disposed 819 · Balance 99,571 F3: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. F4: This RSU award was granted on May 1, 2025, 28.5% of which vested on May 15, 2026, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share.
F2: This restricted stock unit ("RSU") award was granted on May 13, 2024, 28.5% of which vested on May 15, 2025, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company.
F3: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS.
F4: This RSU award was granted on May 1, 2025, 28.5% of which vested on May 15, 2026, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company.
F5: Ordinary Shares withheld to satisfy tax withholding requirements on vesting of RSUs.
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 21:31 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | Exercise / conversionRestricted Stock Units · Derivative | 819 | $0.00 | $0.00 |
DisclosureSEC source: 0001973239-26-000121 · wk-form4_1787088706.xml · derivative · entry 5 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,571 Underlying: Ordinary Shares · 819 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. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. F4 · derivative.exercise_date: This RSU award was granted on May 1, 2025, 28.5% of which vested on May 15, 2026, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. F4 · derivative.expiration_date: This RSU award was granted on May 1, 2025, 28.5% of which vested on May 15, 2026, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. Read SEC document |
| August 17, 2026 Filed Aug 18, 2026 21:31 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | Exercise / conversionRestricted Stock Units · Derivative | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0001973239-26-000121 · wk-form4_1787088706.xml · derivative · entry 4 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,390 Underlying: Ordinary Shares · 862 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. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. F2 · derivative.exercise_date: This restricted stock unit ("RSU") award was granted on May 13, 2024, 28.5% of which vested on May 15, 2025, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. F2 · derivative.expiration_date: This restricted stock unit ("RSU") award was granted on May 13, 2024, 28.5% of which vested on May 15, 2025, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. Read SEC document |
| August 17, 2026 Filed Aug 18, 2026 21:31 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | Tax withholdingOrdinary Shares | 856 | $271.43 | $232,344.08 |
DisclosureSEC source: 0001973239-26-000121 · wk-form4_1787088706.xml · nonDerivative · entry 3 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,960 F1 · security: Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share. F5 · kind: Ordinary Shares withheld to satisfy tax withholding requirements on vesting of RSUs. Read SEC document |
| August 17, 2026 Filed Aug 18, 2026 21:31 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | Exercise / conversionOrdinary Shares | 819 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001973239-26-000121 · wk-form4_1787088706.xml · nonDerivative · entry 2 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,816 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 · security: Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share. F4 · shares: This RSU award was granted on May 1, 2025, 28.5% of which vested on May 15, 2026, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. F3 · price: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. Read SEC document |
| August 17, 2026 Filed Aug 18, 2026 21:31 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | Exercise / conversionOrdinary Shares | 862 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001973239-26-000121 · wk-form4_1787088706.xml · nonDerivative · entry 1 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,997 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 · security: Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share. F2 · shares: This restricted stock unit ("RSU") award was granted on May 13, 2024, 28.5% of which vested on May 15, 2025, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. F3 · price: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 21:05 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | SaleOrdinary Shares | 11,306 | $392.70 | $4,439,866.20 |
DisclosureSEC source: 0001973239-26-000107 · wk-form4_1780607139.xml · nonDerivative · entry 1 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,135 F1 · security: Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share. F2 · price: Represents weighted average sales price. The shares were sold at prices ranging from $392.60 to $393.09. The reporting person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 15, 2026 Filed May 19, 2026 21:25 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | Exercise / conversionRestricted Stock Units · Derivative | 2,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001973239-26-000080 · wk-form4_1779225948.xml · derivative · entry 9 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,252 Underlying: Ordinary Shares · 2,308 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. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. F5 · derivative.exercise_date: This RSU award was granted on May 22, 2023, 28.5% of which vested on May 15, 2024, with quarterly vesting of 6.5% thereafter. The RSU award was fully vested on May 15, 2026. F5 · derivative.expiration_date: This RSU award was granted on May 22, 2023, 28.5% of which vested on May 15, 2024, with quarterly vesting of 6.5% thereafter. The RSU award was fully vested on May 15, 2026. Read SEC document |
| May 15, 2026 Filed May 19, 2026 21:25 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | Exercise / conversionRestricted Stock Units · Derivative | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0001973239-26-000080 · wk-form4_1779225948.xml · derivative · entry 8 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,560 Underlying: Ordinary Shares · 862 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. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. F4 · derivative.exercise_date: This RSU award was granted on May 13, 2024, 28.5% of which vested on May 15, 2025, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. F4 · derivative.expiration_date: This RSU award was granted on May 13, 2024, 28.5% of which vested on May 15, 2025, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. Read SEC document |
| May 15, 2026 Filed May 19, 2026 21:25 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | Exercise / conversionRestricted Stock Units · Derivative | 3,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001973239-26-000080 · wk-form4_1779225948.xml · derivative · entry 7 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,422 Underlying: Ordinary Shares · 3,588 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. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. F2 · derivative.exercise_date: This restricted stock unit ("RSU") award was granted on May 1, 2025, 28.5% of which vested on May 15, 2026, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. F2 · derivative.expiration_date: This restricted stock unit ("RSU") award was granted on May 1, 2025, 28.5% of which vested on May 15, 2026, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. Read SEC document |
| May 15, 2026 Filed May 19, 2026 21:25 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | GrantRestricted Stock Units · Derivative | 69,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001973239-26-000080 · wk-form4_1779225948.xml · derivative · entry 6 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,010 Underlying: Ordinary Shares · 69,570 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. F8 · derivative.exercise_date: This RSU award was granted effective May 15, 2026, 50% will vest on each of May 15, 2028 and May 15, 2029, subject to continued service to the Company. F8 · derivative.expiration_date: This RSU award was granted effective May 15, 2026, 50% will vest on each of May 15, 2028 and May 15, 2029, subject to continued service to the Company. Read SEC document |
| May 15, 2026 Filed May 19, 2026 21:25 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | GrantRestricted Stock Units · Derivative | 16,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001973239-26-000080 · wk-form4_1779225948.xml · derivative · entry 5 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,440 Underlying: Ordinary Shares · 16,645 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. F7 · derivative.exercise_date: This RSU award was granted effective May 15, 2026, 28.5% will vest on May 15, 2027, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. F7 · derivative.expiration_date: This RSU award was granted effective May 15, 2026, 28.5% will vest on May 15, 2027, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. Read SEC document |
| May 15, 2026 Filed May 19, 2026 21:25 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | Tax withholdingOrdinary Shares | 3,383 | $209.16 | $707,588.28 |
DisclosureSEC source: 0001973239-26-000080 · wk-form4_1779225948.xml · nonDerivative · entry 4 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,441 F1 · security: Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share. F6 · kind: Ordinary Shares withheld to satisfy tax withholding requirements on vesting of RSUs. Read SEC document |
| May 15, 2026 Filed May 19, 2026 21:25 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | Exercise / conversionOrdinary Shares | 2,308 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001973239-26-000080 · wk-form4_1779225948.xml · nonDerivative · entry 3 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,824 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 · security: Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share. F5 · shares: This RSU award was granted on May 22, 2023, 28.5% of which vested on May 15, 2024, with quarterly vesting of 6.5% thereafter. The RSU award was fully vested on May 15, 2026. F3 · price: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. Read SEC document |
| May 15, 2026 Filed May 19, 2026 21:25 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | Exercise / conversionOrdinary Shares | 862 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001973239-26-000080 · wk-form4_1779225948.xml · nonDerivative · entry 2 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,516 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 · security: Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share. F4 · shares: This RSU award was granted on May 13, 2024, 28.5% of which vested on May 15, 2025, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. F3 · price: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. Read SEC document |
| May 15, 2026 Filed May 19, 2026 21:25 UTC | ARM HOLDINGS PLC /UK ARM · Entity 2828 | Exercise / conversionOrdinary Shares | 3,588 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001973239-26-000080 · wk-form4_1779225948.xml · nonDerivative · entry 1 Bartels Laura Kathleen · CIK 0002114104 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,654 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 · security: Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share. F2 · shares: This restricted stock unit ("RSU") award was granted on May 1, 2025, 28.5% of which vested on May 15, 2026, with quarterly vesting of 6.5% thereafter, subject to continued service to the Company. F3 · price: Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS. 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.