Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Flywire CorpFLYW · Entity 1568 | Director | August 07, 2026 | August 11, 2026 |
| Remitly Global, Inc.RELY · Entity 3850 | Director | August 12, 2026 | August 13, 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.
Flywire Corp
Report date August 07, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 258,051 |
Ending reported balance
After 2026-08-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-07 · Exercise / conversion · Acquired 48,000 · Balance 294,051 Row 2 · 2026-08-07 · Sale · Disposed 36,000 · Balance 258,051 F1: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $18.200 to $18.285. The Reporting Person has provided to the Issuer, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.59 · Expires 2026-12-14 | Direct | 0 |
Reported balance
After 2026-08-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-07 · Exercise / conversion · Disposed 48,000 · Balance 0 F2: The shares subject to this option are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $18.200 to $18.285. The Reporting Person has provided to the Issuer, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range.
F2: The shares subject to this option are fully vested.
Remitly Global, Inc.
Report date August 12, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 261,094 |
Ending reported balance
After 2026-08-12 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-12 · Exercise / conversion · Acquired 69,818 · Balance 330,912 Row 2 · 2026-08-12 · Sale · Disposed 40,000 · Balance 290,912 F1: Weighted average price. These shares were sold in multiple transactions at prices ranging from $23.50 to $23.63 inclusive. The reporting person undertakes to provide 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 above. Row 3 · 2026-08-12 · Sale · Disposed 29,818 · Balance 261,094 F2: Weighted average price. These shares were sold in multiple transactions at prices ranging from $23.50 to $23.56 inclusive. The reporting person undertakes to provide 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 above. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.64 · Expires 2027-01-30 | Direct | 0 |
Reported balance
After 2026-08-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-12 · Exercise / conversion · Disposed 69,818 · Balance 0 F3: The option became fully vested and exercisable on December 15, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price. These shares were sold in multiple transactions at prices ranging from $23.50 to $23.63 inclusive. The reporting person undertakes to provide 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 above.
F2: Weighted average price. These shares were sold in multiple transactions at prices ranging from $23.50 to $23.56 inclusive. The reporting person undertakes to provide 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 above.
F3: The option became fully vested and exercisable on December 15, 2017.
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 |
|---|---|---|---|---|---|---|
| May 25, 2022 Filed May 26, 2022 23:23 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 5,809 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-22-000093 · wf-form4_165360740411254.xml · nonDerivative · entry 1 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,662 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 Common Stock upon settlement. Read SEC document |
| April 28, 2022 Filed May 2, 2022 20:32 UTC | Flywire Corp FLYW · Entity 1568 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $0.18 | $0.00 |
DisclosureSEC source: 0000899243-22-016121 · doc4.xml · derivative · entry 4 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,096 Underlying: Voting Common Stock · 5,000 shares Expires 2023-07-31 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. F4 · derivative.exercise_date: The shares subject to this option are fully vested. Read SEC document |
| April 28, 2022 Filed May 2, 2022 20:32 UTC | Flywire Corp FLYW · Entity 1568 | SaleVoting Common Stock | 2,597 | $31.77 | $82,511.62 |
DisclosureSEC source: 0000899243-22-016121 · doc4.xml · nonDerivative · entry 3 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,292 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.18 to $32.115, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of securities sold at each separate price within the ranges set forth in this footnote (3) to this Form 4. Read SEC document |
| April 28, 2022 Filed May 2, 2022 20:32 UTC | Flywire Corp FLYW · Entity 1568 | SaleVoting Common Stock | 2,403 | $30.51 | $73,311.69 |
DisclosureSEC source: 0000899243-22-016121 · doc4.xml · nonDerivative · entry 2 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,889 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.14 to $31.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of securities sold at each separate price within the ranges set forth in this footnote (2) to this Form 4. Read SEC document |
| April 28, 2022 Filed May 2, 2022 20:32 UTC | Flywire Corp FLYW · Entity 1568 | Exercise / conversionVoting Common Stock | 5,000 | $0.18 | $900.00 |
DisclosureSEC source: 0000899243-22-016121 · doc4.xml · nonDerivative · entry 1 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,292 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 |
| March 24, 2022 Filed Mar 28, 2022 20:24 UTC | Flywire Corp FLYW · Entity 1568 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $0.18 | $0.00 |
DisclosureSEC source: 0000899243-22-012471 · doc4.xml · derivative · entry 4 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,096 Underlying: Voting Common Stock · 5,000 shares Expires 2023-07-31 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. F4 · derivative.exercise_date: The shares subject to this option are fully vested. Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 20:24 UTC | Flywire Corp FLYW · Entity 1568 | SaleVoting Common Stock | 2,781 | $27.99 | $77,851.04 |
DisclosureSEC source: 0000899243-22-012471 · doc4.xml · nonDerivative · entry 3 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,292 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.78 to $28.19, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of securities sold at each separate price within the ranges set forth in this footnote (3) to this Form 4. Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 20:24 UTC | Flywire Corp FLYW · Entity 1568 | SaleVoting Common Stock | 2,219 | $27.24 | $60,441.79 |
DisclosureSEC source: 0000899243-22-012471 · doc4.xml · nonDerivative · entry 2 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,073 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.72 to $27.61, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of securities sold at each separate price within the ranges set forth in this footnote (2) to this Form 4. Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 20:24 UTC | Flywire Corp FLYW · Entity 1568 | Exercise / conversionVoting Common Stock | 5,000 | $0.18 | $900.00 |
DisclosureSEC source: 0000899243-22-012471 · doc4.xml · nonDerivative · entry 1 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,292 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 |
| March 04, 2022 Filed Mar 9, 2022 00:20 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 34,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001782170-22-000031 · wf-form4_164678517796604.xml · derivative · entry 2 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,088 Underlying: Common Stock · 34,853 shares Expires 2027-11-03 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 Common Stock upon settlement. F2 · date: The settlement of the RSUs was on March 4, 2022. The issuer delayed the settlement of the RSUs pursuant to the terms of the award agreement between the reporting person and the issuer. F3 · derivative.exercise_date: The RSUs were granted with both (a) a liquidity event-based vesting condition and (b) a service-based vesting condition, both of which must be satisfied in order for the RSUs to vest. The liquidity event-based vesting event was satisfied on September 22, 2021 the effective date of the issuer's initial public offering. The service-based vesting event was satisfied as to 1/16th of the total shares underlying the RSUs on November 25, 2020 and then 1/16th of the total shares vest on each February 25, May 25, August 25 and November 25 thereafter, with 100% of the total shares underlying the RSUs vested on August 25, 2024, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:20 UTC | Remitly Global, Inc. RELY · Entity 3850 | Exercise / conversionCommon Stock | 34,853 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001782170-22-000031 · wf-form4_164678517796604.xml · nonDerivative · entry 1 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,853 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 Common Stock upon settlement. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:59 UTC | Flywire Corp FLYW · Entity 1568 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $0.18 | $0.00 |
DisclosureSEC source: 0000899243-22-008098 · doc4.xml · derivative · entry 6 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,096 Underlying: Voting Common Stock · 5,000 shares Expires 2023-07-31 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. F6 · derivative.exercise_date: The shares subject to this option are fully vested. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:59 UTC | Flywire Corp FLYW · Entity 1568 | SaleVoting Common Stock | 631 | $26.95 | $17,007.72 |
DisclosureSEC source: 0000899243-22-008098 · doc4.xml · nonDerivative · entry 5 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,292 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.81 to $27.14, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of securities sold at each separate price within the ranges set forth in this footnote (5) to this Form 4. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:59 UTC | Flywire Corp FLYW · Entity 1568 | SaleVoting Common Stock | 1,000 | $26.31 | $26,308.50 |
DisclosureSEC source: 0000899243-22-008098 · doc4.xml · nonDerivative · entry 4 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,923 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.80 to $26.74, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of securities sold at each separate price within the ranges set forth in this footnote (4) to this Form 4. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:59 UTC | Flywire Corp FLYW · Entity 1568 | SaleVoting Common Stock | 2,269 | $25.29 | $57,389.14 |
DisclosureSEC source: 0000899243-22-008098 · doc4.xml · nonDerivative · entry 3 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,923 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.77 to $25.71, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of securities sold at each separate price within the ranges set forth in this footnote (3) to this Form 4. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:59 UTC | Flywire Corp FLYW · Entity 1568 | SaleVoting Common Stock | 1,100 | $24.44 | $26,879.49 |
DisclosureSEC source: 0000899243-22-008098 · doc4.xml · nonDerivative · entry 2 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,192 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.70 to $24.6950, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of securities sold at each separate price within the ranges set forth in this footnote (2) to this Form 4. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:59 UTC | Flywire Corp FLYW · Entity 1568 | Exercise / conversionVoting Common Stock | 5,000 | $0.18 | $900.00 |
DisclosureSEC source: 0000899243-22-008098 · doc4.xml · nonDerivative · entry 1 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,292 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 |
| June 02, 2021 Filed Jun 4, 2021 20:28 UTC | Flywire Corp FLYW · Entity 1568 | GrantVoting Common Stock | 7,292 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-022036 · doc4.xml · nonDerivative · entry 1 Riese Phillip John · CIK 0001307696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,292 F1 · shares: Represents a restricted stock unit award that vests on the earlier of (a) June 2 2022, and (b) the Issuer's next annual meeting of stockholders, provided that the Reporting Person has provided continuous service to the Issuer through such date. 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.