Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Katapult Holdings, Inc.KPLT · Entity 5517 | Chief Financial Officer | August 11, 2026 | August 12, 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 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 224,100 |
Reported balance
After 2026-08-11 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-08-11 · Grant · Acquired 224,100 · Balance 224,100 F1: Received in exchange for the contribution and assignment of 95 Class B Units of Aaron's MIP Holdings, LLC to the Issuer in exchange for shares the Issuer's common stock in connection with the mergers of Aaron's Intermediate Holdco, Inc. and CCF Holdings, LLC into the Issuer (the "Mergers"). On the effective date of the Mergers, the closing price of the Issuer's common stock was $8.00 per share. |
| Common StockSEC Table I · non-derivative | Direct | 617,182 |
Reported balance
After 2026-08-11 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-08-11 · Grant · Disposed 393,082 · Balance 617,182 F2: Reflects an award of restricted stock units pursuant ("RSUs") as part of the Mergers that will vest over two years, with 25% of the RSUs vesting on February 11, 2027, and the remaining RSUs vesting thereafter in three substantially equal semi-annual installments on the 11th of each of February and August of each year, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Received in exchange for the contribution and assignment of 95 Class B Units of Aaron's MIP Holdings, LLC to the Issuer in exchange for shares the Issuer's common stock in connection with the mergers of Aaron's Intermediate Holdco, Inc. and CCF Holdings, LLC into the Issuer (the "Mergers"). On the effective date of the Mergers, the closing price of the Issuer's common stock was $8.00 per share.
F2: Reflects an award of restricted stock units pursuant ("RSUs") as part of the Mergers that will vest over two years, with 25% of the RSUs vesting on February 11, 2027, and the remaining RSUs vesting thereafter in three substantially equal semi-annual installments on the 11th of each of February and August of each year, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Aaron's Company, Inc.
Report date October 03, 2024 · Filed October 07, 2024
Section 16 reporting ended · disclosed 2024-10-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-10-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-10-03 · Disposition to issuer · Disposed 17,896 · Balance 45,195 F1: On June 16, 2024, The Aaron's Company, Inc., a Georgia corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with IQVentures Holdings, LLC, an Ohio limited liability company ("Parent" or "IQVentures"), and Polo Merger Sub, Inc., a newly formed Georgia corporation and a wholly owned subsidiary of Parent ("Merger Sub"). At the time the Merger became effective on October 3, 2024 (the "Effective Time"), each share of the Company's common stock ("Common Stock") issued and outstanding was converted automatically into the right to receive $10.10 in cash. Row 2 · 2024-10-03 · Disposition to issuer · Disposed 45,195 · Balance 0 F2: At the Effective Time, each share subject to an unvested restricted stock award ("RSA") was modified to reflect an award of restricted cash in an amount equal to $10.10, which will remain subject to the vesting terms of the original RSAs. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.00 · Expires 2033-03-06 | Direct | 0 |
Reported balance
After 2024-10-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-10-03 · Disposition to issuer · Disposed 12,701 · Balance 0 F3: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.35 · Expires 2030-02-25 | Direct | 0 |
Reported balance
After 2024-10-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-10-03 · Disposition to issuer · Disposed 11,310 · Balance 0 F3: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.67 · Expires 2028-03-02 | Direct | 0 |
Reported balance
After 2024-10-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-10-03 · Disposition to issuer · Disposed 3,562 · Balance 0 F3: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.67 · Expires 2029-02-21 | Direct | 0 |
Reported balance
After 2024-10-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-10-03 · Disposition to issuer · Disposed 4,461 · Balance 0 F3: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.45 · Expires 2032-02-25 | Direct | 0 |
Reported balance
After 2024-10-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-10-03 · Disposition to issuer · Disposed 6,750 · Balance 0 F3: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.76 · Expires 2031-03-02 | Direct | 0 |
Reported balance
After 2024-10-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-10-03 · Disposition to issuer · Disposed 9,360 · Balance 0 F3: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 16, 2024, The Aaron's Company, Inc., a Georgia corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with IQVentures Holdings, LLC, an Ohio limited liability company ("Parent" or "IQVentures"), and Polo Merger Sub, Inc., a newly formed Georgia corporation and a wholly owned subsidiary of Parent ("Merger Sub"). At the time the Merger became effective on October 3, 2024 (the "Effective Time"), each share of the Company's common stock ("Common Stock") issued and outstanding was converted automatically into the right to receive $10.10 in cash.
F2: At the Effective Time, each share subject to an unvested restricted stock award ("RSA") was modified to reflect an award of restricted cash in an amount equal to $10.10, which will remain subject to the vesting terms of the original RSAs.
F3: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration.
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 11, 2026 Filed Aug 12, 2026 23:01 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantCommon Stock | 393,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-095137 · tm2622576-19_4seq1.xml · nonDerivative · entry 2 Falkenstein Russell · CIK 0001993232 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 617,182 F2 · shares: Reflects an award of restricted stock units pursuant ("RSUs") as part of the Mergers that will vest over two years, with 25% of the RSUs vesting on February 11, 2027, and the remaining RSUs vesting thereafter in three substantially equal semi-annual installments on the 11th of each of February and August of each year, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. Read SEC document |
| August 11, 2026 Filed Aug 12, 2026 23:01 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantCommon Stock | 224,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-095137 · tm2622576-19_4seq1.xml · nonDerivative · entry 1 Falkenstein Russell · CIK 0001993232 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,100 F1 · price: Received in exchange for the contribution and assignment of 95 Class B Units of Aaron's MIP Holdings, LLC to the Issuer in exchange for shares the Issuer's common stock in connection with the mergers of Aaron's Intermediate Holdco, Inc. and CCF Holdings, LLC into the Issuer (the "Mergers"). On the effective date of the Mergers, the closing price of the Issuer's common stock was $8.00 per share. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 17:03 UTC | Aaron's Company, Inc. AAN · Entity 86940 | Disposition to issuerStock Options (Right to Buy) · Derivative | 9,360 | Not disclosed Strike: $21.76 | Not disclosed |
DisclosureSEC source: 0001821393-24-000196 · wk-form4_1728335031.xml · derivative · entry 8 Falkenstein Russell · CIK 0001993232 · EVP, COO, Lease-to-Own 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.50 per share · 9,360 shares Expires 2031-03-02 F3 · price: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. F3 · derivative.exercise_date: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 17:03 UTC | Aaron's Company, Inc. AAN · Entity 86940 | Disposition to issuerStock Options (Right to Buy) · Derivative | 6,750 | Not disclosed Strike: $21.45 | Not disclosed |
DisclosureSEC source: 0001821393-24-000196 · wk-form4_1728335031.xml · derivative · entry 7 Falkenstein Russell · CIK 0001993232 · EVP, COO, Lease-to-Own 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.50 per share · 6,750 shares Expires 2032-02-25 F3 · price: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. F3 · derivative.exercise_date: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 17:03 UTC | Aaron's Company, Inc. AAN · Entity 86940 | Disposition to issuerStock Options (Right to Buy) · Derivative | 4,461 | Not disclosed Strike: $15.67 | Not disclosed |
DisclosureSEC source: 0001821393-24-000196 · wk-form4_1728335031.xml · derivative · entry 6 Falkenstein Russell · CIK 0001993232 · EVP, COO, Lease-to-Own 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.50 per share · 4,461 shares Expires 2029-02-21 F3 · price: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. F3 · derivative.exercise_date: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 17:03 UTC | Aaron's Company, Inc. AAN · Entity 86940 | Disposition to issuerStock Options (Right to Buy) · Derivative | 3,562 | Not disclosed Strike: $13.67 | Not disclosed |
DisclosureSEC source: 0001821393-24-000196 · wk-form4_1728335031.xml · derivative · entry 5 Falkenstein Russell · CIK 0001993232 · EVP, COO, Lease-to-Own 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.50 per share · 3,562 shares Expires 2028-03-02 F3 · price: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. F3 · derivative.exercise_date: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 17:03 UTC | Aaron's Company, Inc. AAN · Entity 86940 | Disposition to issuerStock Options (Right to Buy) · Derivative | 11,310 | Not disclosed Strike: $12.35 | Not disclosed |
DisclosureSEC source: 0001821393-24-000196 · wk-form4_1728335031.xml · derivative · entry 4 Falkenstein Russell · CIK 0001993232 · EVP, COO, Lease-to-Own 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.50 per share · 11,310 shares Expires 2030-02-25 F3 · price: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. F3 · derivative.exercise_date: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 17:03 UTC | Aaron's Company, Inc. AAN · Entity 86940 | Disposition to issuerStock Options (Right to Buy) · Derivative | 12,701 | Not disclosed Strike: $12.00 | Not disclosed |
DisclosureSEC source: 0001821393-24-000196 · wk-form4_1728335031.xml · derivative · entry 3 Falkenstein Russell · CIK 0001993232 · EVP, COO, Lease-to-Own 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.50 per share · 12,701 shares Expires 2033-03-06 F3 · price: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. F3 · derivative.exercise_date: At the Effective Time, each stock option which had a per share exercise price equal to or greater than $10.10 was cancelled for no consideration. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 17:03 UTC | Aaron's Company, Inc. AAN · Entity 86940 | Disposition to issuerCommon Stock | 45,195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001821393-24-000196 · wk-form4_1728335031.xml · nonDerivative · entry 2 Falkenstein Russell · CIK 0001993232 · EVP, COO, Lease-to-Own 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: At the Effective Time, each share subject to an unvested restricted stock award ("RSA") was modified to reflect an award of restricted cash in an amount equal to $10.10, which will remain subject to the vesting terms of the original RSAs. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 17:03 UTC | Aaron's Company, Inc. AAN · Entity 86940 | Disposition to issuerCommon Stock | 17,896 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001821393-24-000196 · wk-form4_1728335031.xml · nonDerivative · entry 1 Falkenstein Russell · CIK 0001993232 · EVP, COO, Lease-to-Own 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,195 F1 · price: On June 16, 2024, The Aaron's Company, Inc., a Georgia corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with IQVentures Holdings, LLC, an Ohio limited liability company ("Parent" or "IQVentures"), and Polo Merger Sub, Inc., a newly formed Georgia corporation and a wholly owned subsidiary of Parent ("Merger Sub"). At the time the Merger became effective on October 3, 2024 (the "Effective Time"), each share of the Company's common stock ("Common Stock") issued and outstanding was converted automatically into the right to receive $10.10 in cash. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 16:41 UTC | Aaron's Company, Inc. AAN · Entity 86940 | Tax withholdingCommon Stock | 5,656 | $7.18 | $40,610.08 |
DisclosureSEC source: 0001821393-24-000037 · wk-form4_1710189641.xml · nonDerivative · entry 1 Falkenstein Russell · CIK 0001993232 · EVP, COO, Lease-to-Own 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,091 F1 · shares: Payment of a tax liability by delivering or withholding securities incident to the vesting of restricted stock on March 7, 2024. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 16:40 UTC | Aaron's Company, Inc. AAN · Entity 86940 | GrantCommon Stock | 35,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001821393-24-000029 · wk-form4_1709761224.xml · nonDerivative · entry 1 Falkenstein Russell · CIK 0001993232 · EVP, COO, Lease-to-Own 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,747 F1 · shares: Restricted stock award which is expected to vest in three equal increments on each of March 7, 2025, 2026 and 2027, subject to the grant agreement between the Issuer and the Reporting Person. 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.