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Gardner Jason M.

Disclosed activity across 2 companies

Tapewire entity
2415
SEC CIK
0001864306

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Marqeta, Inc.MQ · Entity 806Director · 10% ownerSeptember 14, 2026September 16, 2026
Pagaya Technologies Ltd.PGY · Entity 2362DirectorSeptember 01, 2026September 03, 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.

Marqeta, Inc.

Report date September 14, 2026 · Filed September 16, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectSee Footnote3,826,343 Reported balance After 2026-09-14 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2026-09-14 · Conversion · Acquired 270,000 · Balance 3,826,343

F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F2: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Class B Common StockSEC Table II · derivative / convertible securityIndirectSee Footnote4,586,369 Reported balance After 2026-09-14 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-09-14 · Conversion · Disposed 270,000 · Balance 4,586,369

F3: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F2: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Filing footnotes · ownership attribution and instrument terms

F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F2: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

F3: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

Pagaya Technologies Ltd.

Report date September 01, 2026 · Filed September 03, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Ordinary ShareSEC Table I · non-derivativeDirect5,946 Reported balance After 2026-09-01 transaction · row 1
1 source row

Row 1 · 2026-09-01 · Grant · Acquired 5,946 · Balance 5,946

F1: Prorated annual equity award for non-employee directors consisting of 1,953 Class A Ordinary Shares which are immediately vested and 3,993 restricted stock units ("RSUs") which each represent a contingent right to receive one Class A Ordinary Share. The RSUs will vest in full on October 1, 2026.

Filing footnotes · ownership attribution and instrument terms

F1: Prorated annual equity award for non-employee directors consisting of 1,953 Class A Ordinary Shares which are immediately vested and 3,993 restricted stock units ("RSUs") which each represent a contingent right to receive one Class A Ordinary Share. The RSUs will vest in full on October 1, 2026.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 14, 2026 Filed Sep 16, 2026 21:04 UTC Marqeta, Inc. MQ · Entity 806 ConversionClass B Common Stock · Derivative 270,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-26-000006 · wk-form4_1789592651.xml · derivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 4,586,369

Underlying: Class A Common Stock · 270,000 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 share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F2 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
September 14, 2026 Filed Sep 16, 2026 21:04 UTC Marqeta, Inc. MQ · Entity 806 ConversionClass A Common Stock 270,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-26-000006 · wk-form4_1789592651.xml · nonDerivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 3,826,343

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 · acquired: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F2 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
September 01, 2026 Filed Sep 3, 2026 23:08 UTC Pagaya Technologies Ltd. PGY · Entity 2362 GrantClass A Ordinary Share 5,946 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-060578 · wk-form4_1788476906.xml · nonDerivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,946

F1 · shares: Prorated annual equity award for non-employee directors consisting of 1,953 Class A Ordinary Shares which are immediately vested and 3,993 restricted stock units ("RSUs") which each represent a contingent right to receive one Class A Ordinary Share. The RSUs will vest in full on October 1, 2026.

Read SEC document
August 19, 2026 Filed Aug 21, 2026 21:20 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 310,148 $0.00 $0.00
Disclosure

SEC source: 0001864306-26-000004 · wk-form4_1787347255.xml · derivative · entry 4

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 310,148

Underlying: Class A Common Stock · 310,148 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F4 · ownership.nature: The shares are held by the spouse of the Reporting Person.

Read SEC document
August 19, 2026 Filed Aug 21, 2026 21:20 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 310,148 $0.00 $0.00
Disclosure

SEC source: 0001864306-26-000004 · wk-form4_1787347255.xml · derivative · entry 3

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 310,148

Underlying: Class A Common Stock · 310,148 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

Read SEC document
August 19, 2026 Filed Aug 21, 2026 21:20 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 310,148 $0.00 $0.00
Disclosure

SEC source: 0001864306-26-000004 · wk-form4_1787347255.xml · derivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 181,986

Underlying: Class A Common Stock · 310,148 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · ownership.nature: The shares are held directly by the Jocelyne Gardner 2025 GRAT dated May 14, 2025 for which the Reporting Person is a trustee.

Read SEC document
August 19, 2026 Filed Aug 21, 2026 21:20 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 310,148 $0.00 $0.00
Disclosure

SEC source: 0001864306-26-000004 · wk-form4_1787347255.xml · derivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 181,986

Underlying: Class A Common Stock · 310,148 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F2 · ownership.nature: The shares are held directly by the Jason Gardner 2025 GRAT dated May 14, 2025 for which the Reporting Person is a trustee.

Read SEC document
December 19, 2025 Filed Dec 19, 2025 23:28 UTC Marqeta, Inc. MQ · Entity 806 SaleClass A Common Stock 62,390 $5.00 $311,956.24
Disclosure

SEC source: 0001864306-25-000019 · wk-form4_1766186903.xml · nonDerivative · entry 6

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 14,225,373

F3 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
December 19, 2025 Filed Dec 19, 2025 23:28 UTC Marqeta, Inc. MQ · Entity 806 SaleClass A Common Stock 6,653 $5.00 $33,265.67
Disclosure

SEC source: 0001864306-25-000019 · wk-form4_1766186903.xml · nonDerivative · entry 5

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 293,334

F2 · ownership.nature: The shares are held of record by trusts for the benefit of the Reporting Person's children and of which the trustee is an independent institution. The Reporting Person disclaims beneficial ownership of the shares held in the trusts for the benefit of the Reporting Person's children.

Read SEC document
December 18, 2025 Filed Dec 19, 2025 23:28 UTC Marqeta, Inc. MQ · Entity 806 SaleClass A Common Stock 32,620 $5.00 $163,116.31
Disclosure

SEC source: 0001864306-25-000019 · wk-form4_1766186903.xml · nonDerivative · entry 4

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 14,287,763

F3 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
December 18, 2025 Filed Dec 19, 2025 23:28 UTC Marqeta, Inc. MQ · Entity 806 SaleClass A Common Stock 3,480 $5.00 $17,401.74
Disclosure

SEC source: 0001864306-25-000019 · wk-form4_1766186903.xml · nonDerivative · entry 3

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 299,987

F2 · ownership.nature: The shares are held of record by trusts for the benefit of the Reporting Person's children and of which the trustee is an independent institution. The Reporting Person disclaims beneficial ownership of the shares held in the trusts for the benefit of the Reporting Person's children.

Read SEC document
December 17, 2025 Filed Dec 19, 2025 23:28 UTC Marqeta, Inc. MQ · Entity 806 SaleClass A Common Stock 102,439 $5.00 $512,379.39
Disclosure

SEC source: 0001864306-25-000019 · wk-form4_1766186903.xml · nonDerivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 14,320,383

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.00 to $5.01 per share, 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.

F3 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
December 17, 2025 Filed Dec 19, 2025 23:28 UTC Marqeta, Inc. MQ · Entity 806 SaleClass A Common Stock 10,927 $5.00 $54,654.67
Disclosure

SEC source: 0001864306-25-000019 · wk-form4_1766186903.xml · nonDerivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 303,467

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.00 to $5.01 per share, 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.

F2 · ownership.nature: The shares are held of record by trusts for the benefit of the Reporting Person's children and of which the trustee is an independent institution. The Reporting Person disclaims beneficial ownership of the shares held in the trusts for the benefit of the Reporting Person's children.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:17 UTC Marqeta, Inc. MQ · Entity 806 GiftClass A Common Stock 502,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000017 · wk-form4_1765919842.xml · nonDerivative · entry 3

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 14,422,822

F3 · shares: This transaction represents a gift/donation effective December 15, 2025, to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares.

F3 · price: This transaction represents a gift/donation effective December 15, 2025, to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares.

F2 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:17 UTC Marqeta, Inc. MQ · Entity 806 SaleClass A Common Stock 52,551 $5.00 $262,755.00
Disclosure

SEC source: 0001864306-25-000017 · wk-form4_1765919842.xml · nonDerivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 14,924,822

F2 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:17 UTC Marqeta, Inc. MQ · Entity 806 SaleClass A Common Stock 5,606 $5.00 $28,030.00
Disclosure

SEC source: 0001864306-25-000017 · wk-form4_1765919842.xml · nonDerivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 314,394

F1 · ownership.nature: The shares are held of record by trusts for the benefit of the Reporting Person's children and of which the trustee is an independent institution. The Reporting Person disclaims beneficial ownership of the shares held in the trusts for the benefit of the Reporting Person's children.

Read SEC document
September 12, 2025 Filed Sep 15, 2025 22:22 UTC Marqeta, Inc. MQ · Entity 806 ConversionClass B Common Stock · Derivative 320,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000015 · wk-form4_1757974925.xml · derivative · entry 3

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 7,680,000

Underlying: Class A Common Stock · 320,000 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F2 · ownership.nature: The shares are held of record by trusts for the benefit of the Reporting Person's children and of which the trustee is an independent institution. The Reporting Person disclaims beneficial ownership of the shares held in the trusts for the benefit of the Reporting Person's children.

Read SEC document
September 12, 2025 Filed Sep 15, 2025 22:22 UTC Marqeta, Inc. MQ · Entity 806 ConversionClass A Common Stock 320,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000015 · wk-form4_1757974925.xml · nonDerivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 320,000

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.

F1 · acquired: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F2 · ownership.nature: The shares are held of record by trusts for the benefit of the Reporting Person's children and of which the trustee is an independent institution. The Reporting Person disclaims beneficial ownership of the shares held in the trusts for the benefit of the Reporting Person's children.

Read SEC document
September 11, 2025 Filed Sep 12, 2025 21:03 UTC Marqeta, Inc. MQ · Entity 806 GiftClass A Common Stock 390,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000013 · wk-form4_1757710980.xml · nonDerivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 14,977,373

F1 · kind: This transaction represents a gift/donation effective September 11, 2025, to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares.

F1 · price: This transaction represents a gift/donation effective September 11, 2025, to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares.

F2 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
September 02, 2025 Filed Sep 3, 2025 21:02 UTC Marqeta, Inc. MQ · Entity 806 SaleClass A Common Stock 31,627 $6.26 $197,874.33
Disclosure

SEC source: 0001864306-25-000011 · wk-form4_1756933361.xml · nonDerivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 15,367,373

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.25 to $6.29 per share, 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.

F2 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
August 07, 2025 Filed Aug 8, 2025 21:00 UTC Marqeta, Inc. MQ · Entity 806 SaleClass A Common Stock 2,250,000 $6.63 $14,928,075.00
Disclosure

SEC source: 0001864306-25-000007 · wk-form4_1754686815.xml · nonDerivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 15,399,000

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.36 to $6.835 per share, 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.

F2 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
May 23, 2025 Filed May 28, 2025 20:58 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 1,968,537 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000004 · wk-form4_1748465914.xml · derivative · entry 4

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 3,937,074

Underlying: Class A Common Stock · 1,968,537 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F4 · ownership.nature: The shares are held directly by the Jocelyne Gardner 2025 GRAT dated May 14, 2025 for which the spouse of the Reporting Person is trustee.

Read SEC document
May 23, 2025 Filed May 28, 2025 20:58 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 1,968,537 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000004 · wk-form4_1748465914.xml · derivative · entry 3

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,968,537

Underlying: Class A Common Stock · 1,968,537 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · ownership.nature: The shares are held directly by the Jason Gardner 2025 GRAT dated May 14, 2025 for which the Reporting Person is trustee.

Read SEC document
May 23, 2025 Filed May 28, 2025 20:58 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 1,968,537 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000004 · wk-form4_1748465914.xml · derivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,968,537 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F2 · ownership.nature: The shares are held by the spouse of the Reporting Person.

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May 23, 2025 Filed May 28, 2025 20:58 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 1,968,537 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000004 · wk-form4_1748465914.xml · derivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,968,537 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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March 10, 2025 Filed Mar 12, 2025 21:10 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 712,807 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000002 · wk-form4_1741813842.xml · derivative · entry 5

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,968,537

Underlying: Class A Common Stock · 712,807 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F6 · ownership.nature: The shares are held by the spouse of the Reporting Person.

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March 10, 2025 Filed Mar 12, 2025 21:10 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 712,807 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000002 · wk-form4_1741813842.xml · derivative · entry 4

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,968,537

Underlying: Class A Common Stock · 712,807 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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March 10, 2025 Filed Mar 12, 2025 21:10 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 712,807 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000002 · wk-form4_1741813842.xml · derivative · entry 3

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 712,807 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F5 · ownership.nature: The shares are held directly by the Jocelyne Gardner 2022 GRAT dated November 23, 2022 for which the spouse of the Reporting Person is trustee.

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March 10, 2025 Filed Mar 12, 2025 21:10 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 712,807 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000002 · wk-form4_1741813842.xml · derivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 712,807 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F4 · ownership.nature: The shares are held directly by the Jason Gardner 2022 GRAT dated November 23, 2022 for which the Reporting Person is trustee.

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March 10, 2025 Filed Mar 12, 2025 21:10 UTC Marqeta, Inc. MQ · Entity 806 GiftClass A Common Stock 61,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000002 · wk-form4_1741813842.xml · nonDerivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 17,649,000

F1 · kind: This transaction represents a gift/donation effective March 10, 2025, to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares.

F1 · price: This transaction represents a gift/donation effective March 10, 2025, to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares.

F2 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

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May 06, 2024 Filed May 8, 2024 21:01 UTC Marqeta, Inc. MQ · Entity 806 ConversionClass B Common Stock · Derivative 17,710,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-24-000007 · wk-form4_1715202101.xml · derivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 19,425,479

Underlying: Class A Common Stock · 17,710,000 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_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

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May 06, 2024 Filed May 8, 2024 21:01 UTC Marqeta, Inc. MQ · Entity 806 ConversionClass A Common Stock 17,710,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-24-000007 · wk-form4_1715202101.xml · nonDerivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 17,710,000

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.

F1 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
March 14, 2024 Filed Mar 18, 2024 21:39 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 787,193 $0.00 $0.00
Disclosure

SEC source: 0001864306-24-000005 · wk-form4_1710797966.xml · derivative · entry 4

Gardner Jason M. · CIK 0001864306 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,255,730

Underlying: Class A Common Stock · 787,193 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F4 · ownership.nature: The shares are held by the spouse of the Reporting Person.

Read SEC document
March 14, 2024 Filed Mar 18, 2024 21:39 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 787,193 $0.00 $0.00
Disclosure

SEC source: 0001864306-24-000005 · wk-form4_1710797966.xml · derivative · entry 3

Gardner Jason M. · CIK 0001864306 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,255,730

Underlying: Class A Common Stock · 787,193 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

Read SEC document
March 14, 2024 Filed Mar 18, 2024 21:39 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 787,193 $0.00 $0.00
Disclosure

SEC source: 0001864306-24-000005 · wk-form4_1710797966.xml · derivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 712,807

Underlying: Class A Common Stock · 787,193 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · ownership.nature: The shares are held directly by the Jocelyne Gardner 2022 GRAT dated November 23, 2022 for which the spouse of the Reporting Person is trustee.

Read SEC document
March 14, 2024 Filed Mar 18, 2024 21:39 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 787,193 $0.00 $0.00
Disclosure

SEC source: 0001864306-24-000005 · wk-form4_1710797966.xml · derivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 712,807

Underlying: Class A Common Stock · 787,193 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F2 · ownership.nature: The shares are held directly by the Jason Gardner 2022 GRAT dated November 23, 2022 for which the Reporting Person is trustee.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 21:23 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 468,537 $0.00 $0.00
Disclosure

SEC source: 0001864306-23-000007 · wf-form4_167908817370506.xml · derivative · entry 4

Gardner Jason M. · CIK 0001864306 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 468,537

Underlying: Class A Common Stock · 468,537 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F4 · ownership.nature: The shares are held by the spouse of the Reporting Person.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 21:23 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 468,537 $0.00 $0.00
Disclosure

SEC source: 0001864306-23-000007 · wf-form4_167908817370506.xml · derivative · entry 3

Gardner Jason M. · CIK 0001864306 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 468,537

Underlying: Class A Common Stock · 468,537 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 21:23 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 468,537 $0.00 $0.00
Disclosure

SEC source: 0001864306-23-000007 · wf-form4_167908817370506.xml · derivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 468,537 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · ownership.nature: The shares are held directly by the Jocelyne Gardner 2020 GRAT, dated November 23, 2020 for which the spouse of the Reporting Person is trustee.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 21:23 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 468,537 $0.00 $0.00
Disclosure

SEC source: 0001864306-23-000007 · wf-form4_167908817370506.xml · derivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 468,537 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F2 · ownership.nature: The shares are held directly by the Jason Gardner 2020 GRAT dated November 23, 2020 for which the Reporting Person is trustee.

Read SEC document
December 31, 2022 Filed Feb 10, 2023 21:51 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 1,500,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-23-000003 · wf-form5_167606584817404.xml · derivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 1,500,000

Underlying: Class A Common Stock · 1,500,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F4 · ownership.nature: These shares are held of record by the Jason Gardner Annuity Trust for which the Reporting Person serves as trustee. The Reporting Person may be deemed to have beneficial ownership over the shares held by the Jason Gardner Annuity Trust.

Read SEC document
November 30, 2022 Filed Feb 10, 2023 21:51 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 1,500,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-23-000003 · wf-form5_167606584817404.xml · derivative · entry 3

Gardner Jason M. · CIK 0001864306 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 3,000,000

Underlying: Class A Common Stock · 1,500,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F5 · ownership.nature: These shares are held of record by the Jocelyne Gardner Annuity Trust for which the spouse of the Reporting Person serves as trustee. The spouse of the Reporting Person may be deemed to have beneficial ownership over the shares held by the Jocelyne Gardner Annuity Trust.

Read SEC document
November 30, 2022 Filed Feb 10, 2023 21:51 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 3,000,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-23-000003 · wf-form5_167606584817404.xml · derivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 37,135,479

Underlying: Class A Common Stock · 3,000,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F2 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

F3 · ownership.nature: On November 30, 2022, The Gardner 2008 Living Trust transferred 1,500,000 shares to the Jason Gardner 2022 GRAT dtd November 23, 2022 (the "Jason Gardner Annuity Trust") for which the Reporting Person serves as trustee, and 1,500,000 shares to the Jocelyne Gardner 2022 GRAT dtd November 23, 2022 (the "Jocelyne Gardner Annuity Trust") for which the spouse of the Reporting Person serves as trustee.

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August 19, 2022 Filed Aug 23, 2022 21:39 UTC Marqeta, Inc. MQ · Entity 806 ConversionClass B Common Stock · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-22-000007 · wf-form4_166129073783219.xml · derivative · entry 3

Gardner Jason M. · CIK 0001864306 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 40,135,479

Underlying: Class A Common Stock · 100,000 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 share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
August 19, 2022 Filed Aug 23, 2022 21:39 UTC Marqeta, Inc. MQ · Entity 806 GiftClass A Common Stock 100,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-22-000007 · wf-form4_166129073783219.xml · nonDerivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F2 · kind: This transaction represents a gift/donation effective August 19, 2022, to Oakland Promise, a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares.

F2 · price: This transaction represents a gift/donation effective August 19, 2022, to Oakland Promise, a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares.

F1 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
August 19, 2022 Filed Aug 23, 2022 21:39 UTC Marqeta, Inc. MQ · Entity 806 ConversionClass A Common Stock 100,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-22-000007 · wf-form4_166129073783219.xml · nonDerivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 100,000

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.

F1 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
December 06, 2021 Filed Feb 10, 2022 22:06 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 156,463 $0.00 $0.00
Disclosure

SEC source: 0001864306-22-000005 · wf-form5_164453074945624.xml · derivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 468,537

Underlying: Class A Common Stock · 156,463 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F4 · shares: On December 2, 2021, the Jocelyne Gardner 2020 GRAT, dated November 23, 2020, of which the Reporting Person's spouse is trustee, transferred 156,463 shares of Class B common Stock to The Gardner 2008 Living Trust dated March 22, 2008, of which the Reporting Person and his spouse are trustees.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F5 · ownership.nature: The shares are held of record by the spouse of the Reporting Person, as trustee of the Jocelyne Gardner 2020 GRAT, dated November 23, 2020.

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December 06, 2021 Filed Feb 10, 2022 22:06 UTC Marqeta, Inc. MQ · Entity 806 GiftClass B Common Stock · Derivative 156,463 $0.00 $0.00
Disclosure

SEC source: 0001864306-22-000005 · wf-form5_164453074945624.xml · derivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 468,537

Underlying: Class A Common Stock · 156,463 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F2 · shares: On December 2, 2021, the Jason Gardner 2020 GRAT, dated November 23, 2020, of which the Reporting Person is trustee, transferred 156,463 shares of Class B common Stock to The Gardner 2008 Living Trust dated March 22, 2008, of which the Reporting Person and his spouse are trustees.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · ownership.nature: The shares are held of record by the Reporting Person, as trustee of the Jason Gardner 2020 GRAT, dated November 23, 2020.

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June 11, 2021 Filed Jun 15, 2021 20:50 UTC Marqeta, Inc. MQ · Entity 806 OtherStock Option (Right to Buy) · Derivative 47,267 $0.00 Strike: $23.40 $0.00
Disclosure

SEC source: 0000899243-21-023884 · doc4.xml · derivative · entry 22

Gardner Jason M. · CIK 0001864306 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,267

Underlying: Class B Common Stock · 47,267 shares

Expires 2031-05-04

F2 · kind: Immediately prior to the closing of the Issuer's initial public offering and following the conversion of each series of the Issuer's Preferred Stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7 and Rule 16b-3.

F12 · derivative.exercise_date: The stock option represents a long-term performance award as further described in the Issuer's registration statement on Form S-1 (File No. 333-256154). The stock option vests in up to seven equal tranches contingent upon the Issuer achieving certain common stock price targets over a period ending on the seven year anniversary of the date of the Issuer's initial public offering, but only up to 20% of the stock option may vest during the first four years following the Issuer's initial public offering. The vesting of the option is subject to the Reporting Person's continued service with the Issuer as of each such vesting date.

F3 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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June 11, 2021 Filed Jun 15, 2021 20:50 UTC Marqeta, Inc. MQ · Entity 806 OtherStock Option (Right to Buy) · Derivative 47,267 $0.00 Strike: $23.40 $0.00
Disclosure

SEC source: 0000899243-21-023884 · doc4.xml · derivative · entry 21

Gardner Jason M. · CIK 0001864306 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 47,267 shares

Expires 2031-05-04

F2 · kind: Immediately prior to the closing of the Issuer's initial public offering and following the conversion of each series of the Issuer's Preferred Stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7 and Rule 16b-3.

F12 · derivative.exercise_date: The stock option represents a long-term performance award as further described in the Issuer's registration statement on Form S-1 (File No. 333-256154). The stock option vests in up to seven equal tranches contingent upon the Issuer achieving certain common stock price targets over a period ending on the seven year anniversary of the date of the Issuer's initial public offering, but only up to 20% of the stock option may vest during the first four years following the Issuer's initial public offering. The vesting of the option is subject to the Reporting Person's continued service with the Issuer as of each such vesting date.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.