Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BITGO HOLDINGS, INC.BTGO · Entity 5106 | Chief Operating Officer | October 06, 2026 | October 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.
BITGO HOLDINGS, INC.
Report date October 06, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 38,241 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Tax withholding · Disposed 60 · Balance 38,241 F1: Represents shares relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| October 06, 2026 Filed Oct 13, 2026 10:00 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | Tax withholdingClass A Common Stock | 60 | $7.19 | $431.40 |
DisclosureSEC source: 0002081627-26-000018 · form4-10132026_061001.xml · nonDerivative · entry 1 Mettler Jody · CIK 0002081627 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,241 F1 · kind: Represents shares relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of restricted stock units. Read SEC document |
| September 06, 2026 Filed Sep 10, 2026 00:19 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | Tax withholdingClass A Common Stock | 72 | $7.30 | $525.60 |
DisclosureSEC source: 0002081627-26-000015 · form4-09102026_120908.xml · nonDerivative · entry 1 Mettler Jody · CIK 0002081627 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,301 F1 · kind: Represents shares relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of restricted stock units. Read SEC document |
| August 07, 2026 Filed Aug 11, 2026 22:10 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | SaleClass A Common Stock | 97 | $5.02 | $486.49 |
DisclosureSEC source: 0002081627-26-000013 · form4-08112026_060804.xml · nonDerivative · entry 1 Mettler Jody · CIK 0002081627 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,373 F1 · kind: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. F2 · price: The price reported in this line item is a weighted average price. These shares were sold as part of block trades for multiple security holders of the Issuer at prices ranging from $4.96 to $5.07 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein with regard to the block trades. Read SEC document |
| July 08, 2026 Filed Jul 10, 2026 22:13 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | SaleClass A Common Stock | 66 | $4.97 | $328.26 |
DisclosureSEC source: 0002081627-26-000011 · form4-07102026_100736.xml · nonDerivative · entry 4 Mettler Jody · CIK 0002081627 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,470 F2 · kind: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sales were to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. Read SEC document |
| June 11, 2026 Filed Jul 10, 2026 22:13 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | SaleClass A Common Stock | 79 | $5.12 | $404.39 |
DisclosureSEC source: 0002081627-26-000011 · form4-07102026_100736.xml · nonDerivative · entry 3 Mettler Jody · CIK 0002081627 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,536 F2 · kind: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sales were to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. F3 · price: The price reported in this line item is a weighted average price. These shares were sold as part of block trades for multiple security holders of the Issuer at prices ranging from $5.02 to $5.19, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein with regard to the block trades. Read SEC document |
| May 06, 2026 Filed Jul 10, 2026 22:13 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | Tax withholdingClass A Common Stock | 74 | $11.87 | $878.38 |
DisclosureSEC source: 0002081627-26-000011 · form4-07102026_100736.xml · nonDerivative · entry 2 Mettler Jody · CIK 0002081627 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,615 F1 · kind: The transaction represents the number of shares of Class A Common Stock withheld by the Issuer to satisfy tax withholding liabilities in connection with the net settlement of restricted stock units ("RSUs"). Read SEC document |
| April 06, 2026 Filed Jul 10, 2026 22:13 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | Tax withholdingClass A Common Stock | 144 | $8.41 | $1,211.04 |
DisclosureSEC source: 0002081627-26-000011 · form4-07102026_100736.xml · nonDerivative · entry 1 Mettler Jody · CIK 0002081627 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,689 F1 · kind: The transaction represents the number of shares of Class A Common Stock withheld by the Issuer to satisfy tax withholding liabilities in connection with the net settlement of restricted stock units ("RSUs"). Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 22:10 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | GrantStock Option (Right to Buy) · Derivative | 80,000 | $0.00 Strike: $7.49 | $0.00 |
DisclosureSEC source: 0002081627-26-000009 · form4-04012026_100433.xml · derivative · entry 3 Mettler Jody · CIK 0002081627 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,000 Underlying: Class A Common Stock · 80,000 shares Expires 2036-03-29 F2 · derivative.exercise_date: The options will vest as to 25% of the award on March 30, 2027, and the remaining 75% of the options will vest in equal monthly installments thereafter until such time as the options are 100% vested, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 22:10 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | GrantClass A Common Stock | 5,833 | $0.00 | $0.00 |
DisclosureSEC source: 0002081627-26-000009 · form4-04012026_100433.xml · nonDerivative · entry 2 Mettler Jody · CIK 0002081627 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,833 F1 · date: Represents an award of restricted stock units ("RSUs") that vests in accordance with the terms of the award. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 22:10 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | GrantClass A Common Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002081627-26-000009 · form4-04012026_100433.xml · nonDerivative · entry 1 Mettler Jody · CIK 0002081627 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,000 F1 · date: Represents an award of restricted stock units ("RSUs") that vests in accordance with the terms of the award. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| January 23, 2026 Filed Jan 28, 2026 02:20 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | SaleClass A Common Stock | 25,000 | $16.74 | $418,500.00 |
DisclosureSEC source: 0002081627-26-000007 · form4-01282026_020120.xml · nonDerivative · entry 1 Mettler Jody · CIK 0002081627 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| July 21, 2025 Filed Jan 24, 2026 00:43 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $0.21 | $0.00 |
DisclosureSEC source: 0002081627-26-000005 · form4-01242026_120154.xml · derivative · entry 2 Mettler Jody · CIK 0002081627 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,000 Underlying: Class A Common Stock · 10,000 shares Expires 2033-05-11 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 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Exchange Act in connection with the Issuer's initial public offering, and the transaction is reported herein pursuant to Rule 16a-2(a). F2 · derivative.exercise_date: The options vested as to 25% of the award, from which certain shares have been previously exercised, on April 15, 2024. The remaining 75% of the options will vest in equal monthly installments thereafter until such time as the options are 100% vested, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| July 21, 2025 Filed Jan 24, 2026 00:43 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | Exercise / conversionClass A Common Stock | 10,000 | $0.21 | $2,100.00 |
DisclosureSEC source: 0002081627-26-000005 · form4-01242026_120154.xml · nonDerivative · entry 1 Mettler Jody · CIK 0002081627 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 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 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Exchange Act in connection with the Issuer's initial public offering, and the transaction is reported herein pursuant to Rule 16a-2(a). 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.