Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Compass, Inc.COMP · Entity 3646 | Director | May 14, 2026 | May 15, 2026 |
| SmartRent, Inc.SMRT · Entity 6112 | Director · Chief Executive Officer | September 30, 2026 | September 30, 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.
Compass, Inc.
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 218,233 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Exercise / conversion · Acquired 35,288 · Balance 218,233 F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-14 · Exercise / conversion · Disposed 35,288 · Balance 0 F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F3: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 22, 2026. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 27,702 |
Reported balance
After 2026-05-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-14 · Grant · Acquired 27,702 · Balance 27,702 F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F4: The Reporting Person has elected to defer receipt of 100% of the RSUs reported herein pursuant to the Compass, Inc. Deferred Compensation Plan for Directors and Employees. The deferred RSUs will be settled in shares of Class A Common Stock in accordance with the terms of the Plan and the Reporting Person's deferral election. F5: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 14, 2027. |
| Class A Common StockSEC Table I · non-derivative | IndirectThe Frank D. and Donna M. Martell Family Trust, Est. 8/17/20 | 30,000 |
Reported balance
Holding disclosure · report date 2026-05-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 30,000 F2: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, Est. 8/17/20. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement.
F2: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, Est. 8/17/20.
F3: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 22, 2026.
F4: The Reporting Person has elected to defer receipt of 100% of the RSUs reported herein pursuant to the Compass, Inc. Deferred Compensation Plan for Directors and Employees. The deferred RSUs will be settled in shares of Class A Common Stock in accordance with the terms of the Plan and the Reporting Person's deferral election.
F5: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 14, 2027.
SmartRent, Inc.
Report date September 30, 2026 · Filed September 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 75,630 |
Ending reported balance
After 2026-09-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-30 · Exercise / conversion · Acquired 150,000 · Balance 150,000 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. Row 2 · 2026-09-30 · Tax withholding · Disposed 74,370 · Balance 75,630 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 450,000 |
Reported balance
After 2026-09-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-30 · Exercise / conversion · Disposed 150,000 · Balance 450,000 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F2: On May 12, 2026, the reporting person was granted 600,000 RSUs, vesting in four substantially equal quarterly installments, commencing on September 30, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share.
F2: On May 12, 2026, the reporting person was granted 600,000 RSUs, vesting in four substantially equal quarterly installments, commencing on September 30, 2026.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CORELOGIC, INC.
Report date June 04, 2021 · Filed June 08, 2021
Section 16 reporting ended · disclosed 2021-06-08. 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 |
Reported balance
After 2021-06-04 transaction · row 1
1 source rowRow 1 · 2021-06-04 · Disposition to issuer · Disposed 578,766.982 · Balance 0 F1: Includes (i) 325.182 shares acquired under the CoreLogic, ("CoreLogic") employee stock purchase plan on March 31, 2021, (ii) 49,501.038 restricted stock units of CoreLogic subject to time-based vesting ("RSUs"), and (iii) 202,590.105 performance-based restricted stock units of CoreLogic subject to both time-based and performance-based vesting ("PSUs"). Each RSU and PSU is settled by the delivery of the underlying shares of CoreLogic common stock. F2: On June 4, 2021, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 4, 2021, by and among CoreLogic, Celestial-Saturn Parent Inc., a Delaware corporation ("Parent"), and Celestial-Saturn Acquisition Sub Inc., a Delaware corporation ("Acquisition Sub"), Acquisition Sub merged with and into CoreLogic, with CoreLogic surviving as a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement and by virtue of the Merger, in which each issued and outstanding share of CoreLogic common stock, par value $0.00001 per share, was converted into the right to receive $80 in cash, without interest (the "Merger Consideration"): (i) each option that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, F3: (continued from footnote 2) equal to the product of (A) the excess, if any, of (x) the Merger Consideration over (y) the per-share exercise price for such option multiplied by (B) the total number of shares of CoreLogic common stock underlying such option; (ii) each RSU that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the total number of shares of CoreLogic common stock underlying such RSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) (or, for RSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger) multiplied by (B) the Merger Consideration; and (iii) each PSU that was outstanding immediately prior to the effective time of the Merger automatically vested F4: (continued from footnote 3) (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the number of shares of CoreLogic common stock underlying such PSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) with performance measured in accordance with the terms of the applicable governing documents, as determined by the board of directors of CoreLogic or a committee thereof after consultation with Parent prior to the effective time of the Merger (or, for PSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger and measured at the target level of performance) multiplied by (B) the Merger Consideration. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.95 · Expires 2023-02-26 | Direct | 0 |
Reported balance
After 2021-06-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-06-04 · Disposition to issuer · Disposed 33,318 · Balance 0 F2: On June 4, 2021, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 4, 2021, by and among CoreLogic, Celestial-Saturn Parent Inc., a Delaware corporation ("Parent"), and Celestial-Saturn Acquisition Sub Inc., a Delaware corporation ("Acquisition Sub"), Acquisition Sub merged with and into CoreLogic, with CoreLogic surviving as a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement and by virtue of the Merger, in which each issued and outstanding share of CoreLogic common stock, par value $0.00001 per share, was converted into the right to receive $80 in cash, without interest (the "Merger Consideration"): (i) each option that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, F3: (continued from footnote 2) equal to the product of (A) the excess, if any, of (x) the Merger Consideration over (y) the per-share exercise price for such option multiplied by (B) the total number of shares of CoreLogic common stock underlying such option; (ii) each RSU that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the total number of shares of CoreLogic common stock underlying such RSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) (or, for RSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger) multiplied by (B) the Merger Consideration; and (iii) each PSU that was outstanding immediately prior to the effective time of the Merger automatically vested F4: (continued from footnote 3) (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the number of shares of CoreLogic common stock underlying such PSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) with performance measured in accordance with the terms of the applicable governing documents, as determined by the board of directors of CoreLogic or a committee thereof after consultation with Parent prior to the effective time of the Merger (or, for PSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger and measured at the target level of performance) multiplied by (B) the Merger Consideration. F5: The option became exercisable in three equal annual installments beginning February 27, 2014. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.49 · Expires 2024-03-02 | Direct | 0 |
Reported balance
After 2021-06-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-06-04 · Disposition to issuer · Disposed 20,313 · Balance 0 F2: On June 4, 2021, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 4, 2021, by and among CoreLogic, Celestial-Saturn Parent Inc., a Delaware corporation ("Parent"), and Celestial-Saturn Acquisition Sub Inc., a Delaware corporation ("Acquisition Sub"), Acquisition Sub merged with and into CoreLogic, with CoreLogic surviving as a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement and by virtue of the Merger, in which each issued and outstanding share of CoreLogic common stock, par value $0.00001 per share, was converted into the right to receive $80 in cash, without interest (the "Merger Consideration"): (i) each option that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, F3: (continued from footnote 2) equal to the product of (A) the excess, if any, of (x) the Merger Consideration over (y) the per-share exercise price for such option multiplied by (B) the total number of shares of CoreLogic common stock underlying such option; (ii) each RSU that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the total number of shares of CoreLogic common stock underlying such RSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) (or, for RSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger) multiplied by (B) the Merger Consideration; and (iii) each PSU that was outstanding immediately prior to the effective time of the Merger automatically vested F4: (continued from footnote 3) (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the number of shares of CoreLogic common stock underlying such PSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) with performance measured in accordance with the terms of the applicable governing documents, as determined by the board of directors of CoreLogic or a committee thereof after consultation with Parent prior to the effective time of the Merger (or, for PSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger and measured at the target level of performance) multiplied by (B) the Merger Consideration. F6: The option became exercisable in three equal annual installments beginning March 3, 2015. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes (i) 325.182 shares acquired under the CoreLogic, ("CoreLogic") employee stock purchase plan on March 31, 2021, (ii) 49,501.038 restricted stock units of CoreLogic subject to time-based vesting ("RSUs"), and (iii) 202,590.105 performance-based restricted stock units of CoreLogic subject to both time-based and performance-based vesting ("PSUs"). Each RSU and PSU is settled by the delivery of the underlying shares of CoreLogic common stock.
F2: On June 4, 2021, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 4, 2021, by and among CoreLogic, Celestial-Saturn Parent Inc., a Delaware corporation ("Parent"), and Celestial-Saturn Acquisition Sub Inc., a Delaware corporation ("Acquisition Sub"), Acquisition Sub merged with and into CoreLogic, with CoreLogic surviving as a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement and by virtue of the Merger, in which each issued and outstanding share of CoreLogic common stock, par value $0.00001 per share, was converted into the right to receive $80 in cash, without interest (the "Merger Consideration"): (i) each option that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest,
F3: (continued from footnote 2) equal to the product of (A) the excess, if any, of (x) the Merger Consideration over (y) the per-share exercise price for such option multiplied by (B) the total number of shares of CoreLogic common stock underlying such option; (ii) each RSU that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the total number of shares of CoreLogic common stock underlying such RSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) (or, for RSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger) multiplied by (B) the Merger Consideration; and (iii) each PSU that was outstanding immediately prior to the effective time of the Merger automatically vested
F4: (continued from footnote 3) (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the number of shares of CoreLogic common stock underlying such PSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) with performance measured in accordance with the terms of the applicable governing documents, as determined by the board of directors of CoreLogic or a committee thereof after consultation with Parent prior to the effective time of the Merger (or, for PSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger and measured at the target level of performance) multiplied by (B) the Merger Consideration.
F5: The option became exercisable in three equal annual installments beginning February 27, 2014.
F6: The option became exercisable in three equal annual installments beginning March 3, 2015.
loanDepot, Inc.
Report date June 04, 2025 · Filed June 06, 2025
Section 16 reporting ended · disclosed 2025-06-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,220,441 |
Ending reported balance
After 2025-06-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-06-04 · Exercise / conversion · Acquired 624,114 · Balance 1,537,367 F1: Each performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. Vesting of the earned PSUs accelerated in accordance with Mr. Martell's Transition, Separation and Advisory Agreement and General Release of Claims dated March 5, 2025. Row 2 · 2025-06-04 · Tax withholding · Disposed 316,926 · Balance 1,220,441 |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-06-04 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-06-04 · Exercise / conversion · Disposed 624,114 · Balance 0 F1: Each performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. Vesting of the earned PSUs accelerated in accordance with Mr. Martell's Transition, Separation and Advisory Agreement and General Release of Claims dated March 5, 2025. |
| Class A Common StockSEC Table I · non-derivative | Indirect2024 Trust | 417,952 |
Reported balance
Holding disclosure · report date 2025-06-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 417,952 F2: As trustee, Mr. Martell has voting and investment power over the assets of the 2024 trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectThe Frank D. and Donna M. Martell Family Trust | 386,846 |
Reported balance
Holding disclosure · report date 2025-06-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 386,846 F3: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, Est. 8/17/20 |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. Vesting of the earned PSUs accelerated in accordance with Mr. Martell's Transition, Separation and Advisory Agreement and General Release of Claims dated March 5, 2025.
F2: As trustee, Mr. Martell has voting and investment power over the assets of the 2024 trust.
F3: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, Est. 8/17/20
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 |
|---|---|---|---|---|---|---|
| February 22, 2017 Filed Feb 24, 2017 19:54 UTC | CORELOGIC, INC. CLGX · Entity 138562 | GrantCommon Stock | 72,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-003216 · edgar.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,521.608 F1 · shares: Amount represents in the aggregate: 1) performance-based restricted stock units ("PBRSUs") granted in each of 2014, 2015 and 2016 that were credited upon Compensation Committee certification of Issuer's achievement of 2016 performance metric on February 22, 2017; and (2) time-vested restricted stock units ("RSUs") for which the Compensation Committee certified Issuer's achievement of the performance metric on February 22, 2017. F2 · balance_after: Includes unvested PBRSUs and RSUs granted in each of 2014, 2015 and 2016 and includes RSU amounts that were not fully reported when the performance metric was achieved. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 17:57 UTC | CORELOGIC, INC. CLGX · Entity 138562 | PurchaseCommon Stock | 700 | $37.14 | $25,998.00 |
DisclosureSEC source: 0001179110-16-031634 · edgar.xml · nonDerivative · entry 4 Martell Frank · CIK 0001387655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,718.6772 Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 17:57 UTC | CORELOGIC, INC. CLGX · Entity 138562 | PurchaseCommon Stock | 1,300 | $37.19 | $48,347.00 |
DisclosureSEC source: 0001179110-16-031634 · edgar.xml · nonDerivative · entry 3 Martell Frank · CIK 0001387655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,018.6772 Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 17:57 UTC | CORELOGIC, INC. CLGX · Entity 138562 | PurchaseCommon Stock | 300 | $37.21 | $11,163.00 |
DisclosureSEC source: 0001179110-16-031634 · edgar.xml · nonDerivative · entry 2 Martell Frank · CIK 0001387655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,718.6772 Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 17:57 UTC | CORELOGIC, INC. CLGX · Entity 138562 | PurchaseCommon Stock | 1,700 | $37.40 | $63,580.00 |
DisclosureSEC source: 0001179110-16-031634 · edgar.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,418.6772 F1 · balance_after: Includes 747.6077 shares acquired on March 31, 2016 under the Issuer's 2012 Employee Stock Purchase Plan. 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.