Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PubMatic, Inc.PUBM · Entity 364 | CHIEF FINANCIAL OFFICER | October 05, 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.
PubMatic, Inc.
Report date October 05, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,353 |
Reported balance
After 2026-10-05 transaction · row 1
1 source rowRow 1 · 2026-10-05 · Sale · Disposed 22,173 · Balance 10,353 F1: The sales reported in this line item were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 13, 2026. F2: The price reported in this line item is a weighted average price. These shares were sold at prices ranging from $18.29 to $18.96, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder 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 herein. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this line item were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 13, 2026.
F2: The price reported in this line item is a weighted average price. These shares were sold at prices ranging from $18.29 to $18.96, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder 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 herein.
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 |
|---|---|---|---|---|---|---|
| June 24, 2021 Filed Jun 28, 2021 20:40 UTC | PubMatic, Inc. PUBM · Entity 364 | SaleClass A Common Stock | 16,912 | $40.37 | $682,737.44 |
DisclosureSEC source: 0001833465-21-000006 · wf-form4_162491280359015.xml · nonDerivative · entry 2 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,088 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 4, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.96, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder 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 2 to this Form 4. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 20:40 UTC | PubMatic, Inc. PUBM · Entity 364 | ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001833465-21-000006 · wf-form4_162491280359015.xml · nonDerivative · entry 1 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 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 |
| May 11, 2021 Filed May 12, 2022 23:44 UTC | PubMatic, Inc. PUBM · Entity 364 | SaleClass A Common Stock | 311 | $20.36 | $6,332.21 |
DisclosureSEC source: 0001209191-22-028665 · doc4.xml · nonDerivative · entry 2 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,051 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $20.20 and the highest price at which shares were sold was $20.42. Read SEC document |
| May 11, 2021 Filed May 12, 2022 23:44 UTC | PubMatic, Inc. PUBM · Entity 364 | SaleClass A Common Stock | 2,190 | $19.71 | $43,173.00 |
DisclosureSEC source: 0001209191-22-028665 · doc4.xml · nonDerivative · entry 1 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,362 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $19.20 and the highest price at which shares were sold was $20.17. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the ranges set forth in footnotes (2) and (3) to this Form 4. Read SEC document |
| February 19, 2021 Filed Jun 28, 2021 20:37 UTC | PubMatic, Inc. PUBM · Entity 364 | Exercise / conversionClass B Common Stock · Derivative | 216,664 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001833465-21-000004 · wf-form4_162491262750119.xml · derivative · entry 2 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,664 Underlying: Class A Common Stock · 216,664 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_date: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer, except for certain permitted transfers. F2 · derivative.expiration_date: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer, except for certain permitted transfers. Read SEC document |
| February 19, 2021 Filed Jun 28, 2021 20:37 UTC | PubMatic, Inc. PUBM · Entity 364 | Exercise / conversionStock Option (Right to buy Class B Common Stock) · Derivative | 216,664 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001833465-21-000004 · wf-form4_162491262750119.xml · derivative · entry 1 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,536 Underlying: Class B Common Stock · 216,664 shares Expires 2021-12-12 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 options are fully vested. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:07 UTC | PubMatic, Inc. PUBM · Entity 364 | GrantStock Option (Right to buy Class A Common Stock) · Derivative | 71,610 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001833465-21-000002 · wf-form4_161230002452401.xml · derivative · entry 2 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,610 Underlying: Class A Common Stock · 71,610 shares Expires 2031-01-29 F4 · derivative.exercise_date: The option vests as to 1/48 of the total shares on February 1, 2021, and 1/48 of the total shares will vest monthly thereafter, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:07 UTC | PubMatic, Inc. PUBM · Entity 364 | GrantRestricted Stock Unit · Derivative | 36,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001833465-21-000002 · wf-form4_161230002452401.xml · derivative · entry 1 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,174 Underlying: Class A Common Stock · 36,174 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of the Issuer's Class A Common Stock at the time of vesting for no consideration. F2 · derivative.exercise_date: The RSUs vest as to 1/8 of the total shares on June 30, 2021, and 1/16th of the total shares will vest quarterly thereafter, subject to the Reporting Person's provision of service to the Issuer on each vesting date. F3 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date. Read SEC document |
| December 11, 2020 Filed Dec 11, 2020 22:13 UTC | PubMatic, Inc. PUBM · Entity 364 | Exercise / conversionStock Option (Right to buy Class B Common Stock) · Derivative | 109,144 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001209191-20-063011 · doc4.xml · derivative · entry 7 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,536 Underlying: Class B Common Stock · 109,144 shares Expires 2021-12-12 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 held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. F2 · derivative.exercise_date: The options are fully vested. F1 · derivative.underlying: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. Read SEC document |
| December 11, 2020 Filed Dec 11, 2020 22:13 UTC | PubMatic, Inc. PUBM · Entity 364 | Exercise / conversionStock Option (Right to buy Class B Common Stock) · Derivative | 21,590 | $0.00 Strike: $1.11 | $0.00 |
DisclosureSEC source: 0001209191-20-063011 · doc4.xml · derivative · entry 6 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 21,590 shares Expires 2026-07-07 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 held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. F2 · derivative.exercise_date: The options are fully vested. F1 · derivative.underlying: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. Read SEC document |
| December 11, 2020 Filed Dec 11, 2020 22:13 UTC | PubMatic, Inc. PUBM · Entity 364 | ConversionClass B Common Stock · Derivative | 130,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063011 · doc4.xml · derivative · entry 5 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common St · 130,734 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 held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. F1 · price: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. F1 · derivative.exercise_date: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. F1 · derivative.expiration_date: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. Read SEC document |
| December 11, 2020 Filed Dec 11, 2020 22:13 UTC | PubMatic, Inc. PUBM · Entity 364 | Exercise / conversionClass B Common Stock · Derivative | 109,144 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063011 · doc4.xml · derivative · entry 4 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,734 Underlying: Class A Common Stock · 109,144 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 held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. F1 · price: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. F1 · derivative.exercise_date: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. F1 · derivative.expiration_date: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. Read SEC document |
| December 11, 2020 Filed Dec 11, 2020 22:13 UTC | PubMatic, Inc. PUBM · Entity 364 | Exercise / conversionClass B Common Stock · Derivative | 21,590 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063011 · doc4.xml · derivative · entry 3 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,590 Underlying: Class A Common Stock · 21,590 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 · security: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. F1 · derivative.exercise_price: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. F1 · price: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. F1 · derivative.exercise_date: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. F1 · derivative.expiration_date: Each share of Class B common stock held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. Read SEC document |
| December 11, 2020 Filed Dec 11, 2020 22:13 UTC | PubMatic, Inc. PUBM · Entity 364 | SaleClass A Common Stock | 130,734 | $20.00 | $2,614,680.00 |
DisclosureSEC source: 0001209191-20-063011 · doc4.xml · nonDerivative · entry 2 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 11, 2020 Filed Dec 11, 2020 22:13 UTC | PubMatic, Inc. PUBM · Entity 364 | ConversionClass A Common Stock | 130,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063011 · doc4.xml · nonDerivative · entry 1 Pantelick Steven · CIK 0001833465 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,734 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 held by the Issuer's executive officers, directors and their respective affiliates will convert automatically into one share of Class A common stock upon any transfer that occurs after the closing of the Issuer's initial public offering, except for certain permitted transfers. 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.