Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Katapult Holdings, Inc.KPLT · Entity 5517 | Director | August 11, 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.
Katapult Holdings, Inc.
Report date August 11, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,608 |
Ending reported balance
After 2026-08-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-11 · Tax withholding · Disposed 2,608 · Balance 128,076 F1: On August 11, 2026, the reporting person resigned as Chief Executive Officer of the issuer but will continue to serve as a director. F2: The shares reported in Column 4 are shares withheld for the payment of taxes associated with the acceleration and settlement of the reporting person's outstanding, unvested restricted stock units that were awarded on May 6, 2024. Row 2 · 2026-08-11 · Disposition to issuer · Disposed 20,468 · Balance 107,608 |
Filing footnotes · ownership attribution and instrument terms
F1: On August 11, 2026, the reporting person resigned as Chief Executive Officer of the issuer but will continue to serve as a director.
F2: The shares reported in Column 4 are shares withheld for the payment of taxes associated with the acceleration and settlement of the reporting person's outstanding, unvested restricted stock units that were awarded on May 6, 2024.
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 |
|---|---|---|---|---|---|---|
| March 15, 2022 Filed Mar 17, 2022 23:50 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | Exercise / conversionRestricted Stock Units · Derivative | 91,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-006619 · wf-form4_164756100896816.xml · derivative · entry 4 Zayas Orlando · CIK 0001866017 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,532 Underlying: Common Stock · 91,844 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: Restricted stock units ("RSUs") convert into shares of the Issuer's Common Stock on a one-for-one basis. The transaction represents the settlement of vested RSUs in shares of the Issuer's Common Stock. F4 · derivative.exercise_date: On September 9, 2021, the Reporting Person was granted RSUs, of which the remaining 275,532 unvested RSUs will vest in twelve substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. F4 · derivative.expiration_date: On September 9, 2021, the Reporting Person was granted RSUs, of which the remaining 275,532 unvested RSUs will vest in twelve substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:50 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantCommon Stock | 1,183,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-006619 · wf-form4_164756100896816.xml · nonDerivative · entry 3 Zayas Orlando · CIK 0001866017 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,816,006 F3 · shares: Restricted stock unit award that will vest over four years, with 25% of the RSUs vesting on March 15, 2023, and the remaining RSUs vesting in twelve substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:50 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | Tax withholdingCommon Stock | 22,313 | $1.87 | $41,725.31 |
DisclosureSEC source: 0001628280-22-006619 · wf-form4_164756100896816.xml · nonDerivative · entry 2 Zayas Orlando · CIK 0001866017 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,632,782 F2 · shares: Shares reported were withheld for the payment of taxes associated with the vesting of 25% of an award of RSUs originally granted on September 9, 2021. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:50 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | Exercise / conversionCommon Stock | 91,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-006619 · wf-form4_164756100896816.xml · nonDerivative · entry 1 Zayas Orlando · CIK 0001866017 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,655,095 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 · shares: Restricted stock units ("RSUs") convert into shares of the Issuer's Common Stock on a one-for-one basis. The transaction represents the settlement of vested RSUs in shares of the Issuer's Common Stock. Read SEC document |
| September 09, 2021 Filed Sep 14, 2021 01:50 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantRestricted Stock Units · Derivative | 367,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-047857 · ownership.xml · derivative · entry 1 Zayas Orlando · CIK 0001866017 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,376 Underlying: Common Stock · 367,376 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: 25% of the RSUs will vest on March 15, 2022. The remaining RSUs will vest in in twelve substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. F2 · derivative.expiration_date: 25% of the RSUs will vest on March 15, 2022. The remaining RSUs will vest in in twelve substantially equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 16:19 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | PurchaseCommon Stock | 16,726 | $3.41 | $57,018.93 |
DisclosureSEC source: 0001213900-21-043817 · ownership.xml · nonDerivative · entry 3 Zayas Orlando · CIK 0001866017 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,563,251 Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 16:19 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | PurchaseCommon Stock | 4,565 | $3.40 | $15,521.00 |
DisclosureSEC source: 0001213900-21-043817 · ownership.xml · nonDerivative · entry 2 Zayas Orlando · CIK 0001866017 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,546,525 Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 16:19 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | PurchaseCommon Stock | 3,709 | $3.39 | $12,569.80 |
DisclosureSEC source: 0001213900-21-043817 · ownership.xml · nonDerivative · entry 1 Zayas Orlando · CIK 0001866017 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,541,960 Read SEC document |
| August 11, 2021 Filed Aug 13, 2021 15:13 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | PurchaseCommon Stock | 25,000 | $4.42 | $110,400.00 |
DisclosureSEC source: 0001213900-21-042348 · ownership.xml · nonDerivative · entry 1 Zayas Orlando · CIK 0001866017 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,538,251 Read SEC document |
| June 09, 2021 Filed Jun 15, 2021 01:42 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantStock Options (right to buy) · Derivative | 2,811,656 | $0.00 Strike: $0.19 | $0.00 |
DisclosureSEC source: 0001213900-21-032404 · ownership.xml · derivative · entry 4 Zayas Orlando · CIK 0001866017 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,811,656 Underlying: Common Stock · 2,811,656 shares Expires 2029-09-04 Read SEC document |
| June 09, 2021 Filed Jun 15, 2021 01:42 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantStock Options (right to buy) · Derivative | 882,457 | $0.00 Strike: $0.54 | $0.00 |
DisclosureSEC source: 0001213900-21-032404 · ownership.xml · derivative · entry 3 Zayas Orlando · CIK 0001866017 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 882,457 Underlying: Common Stock · 882,457 shares Expires 2027-11-20 Read SEC document |
| June 09, 2021 Filed Jun 15, 2021 01:42 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantStock Options (right to buy) · Derivative | 554,319 | $0.00 Strike: $0.19 | $0.00 |
DisclosureSEC source: 0001213900-21-032404 · ownership.xml · derivative · entry 2 Zayas Orlando · CIK 0001866017 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,319 Underlying: Common Stock · 554,319 shares Expires 2029-09-04 Read SEC document |
| June 09, 2021 Filed Jun 15, 2021 01:42 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | OtherCommon Stock | 1,513,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-032404 · ownership.xml · nonDerivative · entry 1 Zayas Orlando · CIK 0001866017 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,513,251 F1 · kind: Shares were acquired pursuant to Katapult Holdings, Inc.'s (the "Issuer") initial business combination in exchange for shares of the legacy Katapult Holdings, Inc. entity that were owned by the reporting person prior to the Closing. F2 · shares: Includes earn out shares granted in connection with the Issuer's initial business combination, subject to certain vesting provisions. F1 · price: Shares were acquired pursuant to Katapult Holdings, Inc.'s (the "Issuer") initial business combination in exchange for shares of the legacy Katapult Holdings, Inc. entity that were owned by the reporting person prior to the Closing. F2 · balance_after: Includes earn out shares granted in connection with the Issuer's initial business combination, subject to certain vesting provisions. 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.