Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Affirm Holdings, Inc.AFRM · Entity 1572 | Director | July 01, 2026 | July 06, 2026 |
| Block, Inc.SQ · Entity 3041 | Capital Lead | October 01, 2020 | October 05, 2020 |
| ContextLogic Inc.WISH · Entity 15730 | Director · Executive Chairperson | December 17, 2021 | December 22, 2021 |
| Intelsat S.A.I · Entity 135444 | Director | January 01, 2020 | January 10, 2020 |
| Nu Holdings Ltd.NU · Entity 2979 | Director | August 07, 2026 | August 12, 2026 |
| Pershing Square Tontine Holdings, Ltd.PSTH · Entity 15779 | Director | July 21, 2020 | July 23, 2020 |
| TaskUs, Inc.TASK · Entity 5199 | Director | May 21, 2026 | May 26, 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.
Affirm Holdings, Inc.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 49,456 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 655 · Balance 49,456 F1: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs will vest in full on July 1, 2027. F2: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs will vest in full on July 1, 2027.
F2: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.
Block, Inc.
Report date October 01, 2020 · Filed October 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 204,272 |
Reported balance
After 2020-10-01 transaction · row 1
1 source rowRow 1 · 2020-10-01 · Tax withholding · Disposed 6,942 · Balance 204,272 F1: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock and restricted stock units and does not represent a sale by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock and restricted stock units and does not represent a sale by the Reporting Person.
ContextLogic Inc.
Report date December 17, 2021 · Filed December 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 21,170 |
Reported balance
After 2021-12-17 transaction · row 1
1 source rowRow 1 · 2021-12-17 · Sale · Disposed 7,351 · Balance 21,170 F1: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units ("RSUs"). The sale is mandated by the Issuer's election to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units ("RSUs"). The sale is mandated by the Issuer's election to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.
Intelsat S.A.
Report date January 01, 2020 · Filed January 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-01-01 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: Each restricted share unit ("RSU") represents a contingent right to receive one Common Share. The full amount of the RSUs will vest on June 13, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted share unit ("RSU") represents a contingent right to receive one Common Share. The full amount of the RSUs will vest on June 13, 2020.
Nu Holdings Ltd.
Report date August 07, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary shares ("Class A Shares")SEC Table I · non-derivative | Direct | 45,754 |
Reported balance
After 2026-08-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-07 · Grant · Acquired 27,096 · Balance 45,754 F1: Figure includes 27,096 Class A Shares underlying unvested Restricted Share Units (RSUs). Each RSU represents a contingent right to receive one Class A Share. These RSUs are subject to the Reporting Person's continued service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Figure includes 27,096 Class A Shares underlying unvested Restricted Share Units (RSUs). Each RSU represents a contingent right to receive one Class A Share. These RSUs are subject to the Reporting Person's continued service through the vesting date.
Pershing Square Tontine Holdings, Ltd.
Report date July 21, 2020 · Filed July 23, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Forward Purchase SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-07-21 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: Pursuant to an agreement with the Issuer, the Reporting Person is obligated to purchase 50,000 forward purchase units ("Forward Purchase Units") in one or more private placements to occur no later than simultaneously with the closing of the Issuer's initial business combination. Each Forward Purchase Unit has a price of $20.00, and is comprised of one share of the Issuer's Class A Common Stock, par value $0.0001 per share and one-third of one redeemable warrant. The obligation to purchase the Forward Purchase Units is not transferable, and the securities comprising the Forward Purchase Units may not be transferred or sold until 180 days after the Issuer's initial business combination, with limited exceptions in each case. |
| Forward Purchase WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $23.00 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-07-21 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: The redeemable warrants included in the Forward Purchase Units become exercisable on the later of (i) 30 days after the completion of the Company's initial business combination and (ii) 12 months from the closing of the Company's initial public offering, and expire five years after the date of the Issuer's initial business combination, or earlier upon their redemption or the liquidation of the Issuer. F1: Pursuant to an agreement with the Issuer, the Reporting Person is obligated to purchase 50,000 forward purchase units ("Forward Purchase Units") in one or more private placements to occur no later than simultaneously with the closing of the Issuer's initial business combination. Each Forward Purchase Unit has a price of $20.00, and is comprised of one share of the Issuer's Class A Common Stock, par value $0.0001 per share and one-third of one redeemable warrant. The obligation to purchase the Forward Purchase Units is not transferable, and the securities comprising the Forward Purchase Units may not be transferred or sold until 180 days after the Issuer's initial business combination, with limited exceptions in each case. |
| Director WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $24.00 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-07-21 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F3: Concurrently with the Issuer's initial public offering, the Reporting Person purchased, in a private placement, an aggregate of $812,500 of director warrants ("Director Warrants"), which will be exercisable. in the aggregate, for that number of shares equal to approximately 0.074% of the outstanding shares (on a fully diluted basis) of the post-combination company, at an exercise price of $24.00 per share of the post-combination company. The Director Warrants may not be sold or transferred (with limited exceptions) or exercised until three years after the Issuer's initial business combination, and expire 10 years after the date of the Issuer's initial business combination. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to an agreement with the Issuer, the Reporting Person is obligated to purchase 50,000 forward purchase units ("Forward Purchase Units") in one or more private placements to occur no later than simultaneously with the closing of the Issuer's initial business combination. Each Forward Purchase Unit has a price of $20.00, and is comprised of one share of the Issuer's Class A Common Stock, par value $0.0001 per share and one-third of one redeemable warrant. The obligation to purchase the Forward Purchase Units is not transferable, and the securities comprising the Forward Purchase Units may not be transferred or sold until 180 days after the Issuer's initial business combination, with limited exceptions in each case.
F2: The redeemable warrants included in the Forward Purchase Units become exercisable on the later of (i) 30 days after the completion of the Company's initial business combination and (ii) 12 months from the closing of the Company's initial public offering, and expire five years after the date of the Issuer's initial business combination, or earlier upon their redemption or the liquidation of the Issuer.
F3: Concurrently with the Issuer's initial public offering, the Reporting Person purchased, in a private placement, an aggregate of $812,500 of director warrants ("Director Warrants"), which will be exercisable. in the aggregate, for that number of shares equal to approximately 0.074% of the outstanding shares (on a fully diluted basis) of the post-combination company, at an exercise price of $24.00 per share of the post-combination company. The Director Warrants may not be sold or transferred (with limited exceptions) or exercised until three years after the Issuer's initial business combination, and expire 10 years after the date of the Issuer's initial business combination.
TaskUs, Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 47,039 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Exercise / conversion · Acquired 12,491 · Balance 47,039 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-21 · Exercise / conversion · Disposed 12,491 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CLOVER HEALTH INVESTMENTS, CORP. /DE
Report date January 07, 2021 · Filed January 11, 2021
Section 16 reporting ended · disclosed 2021-01-11. 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 | 300,000 |
Ending reported balance
After 2021-01-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-01-07 · Exercise / conversion · Acquired 100,000 · Balance 100,000 F1: On January 7, 2021, the Social Capital Hedosophia Holdings Corp. III ("SCH" and the former name of the Issuer) consummated its initial business combination (the "Business Combination") with Clover Health Investments, Corp. In connection with the consummation of the Business Combination, each share of Class B ordinary share, par value $0.0001 per share, of SCH automatically converted into one share of the Issuer's Class A common stock, par value $0.0001 per share. Row 2 · 2021-01-07 · Grant · Acquired 200,000 · Balance 300,000 |
| Class B ordinary shareSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-01-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-01-07 · Exercise / conversion · Disposed 100,000 · Balance 0 F1: On January 7, 2021, the Social Capital Hedosophia Holdings Corp. III ("SCH" and the former name of the Issuer) consummated its initial business combination (the "Business Combination") with Clover Health Investments, Corp. In connection with the consummation of the Business Combination, each share of Class B ordinary share, par value $0.0001 per share, of SCH automatically converted into one share of the Issuer's Class A common stock, par value $0.0001 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 7, 2021, the Social Capital Hedosophia Holdings Corp. III ("SCH" and the former name of the Issuer) consummated its initial business combination (the "Business Combination") with Clover Health Investments, Corp. In connection with the consummation of the Business Combination, each share of Class B ordinary share, par value $0.0001 per share, of SCH automatically converted into one share of the Issuer's Class A common stock, par value $0.0001 per share.
Endeavor Group Holdings, Inc.
Report date March 24, 2025 · Filed March 27, 2025
Section 16 reporting ended · disclosed 2025-03-27. 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 | 0 |
Ending reported balance
After 2025-03-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-24 · Exercise / conversion · Acquired 6,776 · Balance 29,879 F1: Pursuant to that certain Agreement and Plan of Merger, dated April 2, 2024 (the "Merger Agreement") by and among the Issuer, Endeavor Manager, LLC ("Manager), Endeavor Operating Company, LLC ("OpCo"), Endeavor Executive Holdco, LLC, Endeavor Executive II Holdco, LLC, Endeavor Executive PIU Holdco, LLC, Wildcat EGH Holdco, L.P., Wildcat OpCo Holdco, L.P. ("Holdco Parent"), Wildcat PubCo Merger Sub, Inc., ("Company Merger Sub"), Wildcat Manager Merger Sub, L.L.C ("Manager Merger Sub"), and Wildcat OpCo Merger Sub, L.L.C. ("OpCo Merger Sub"), (a) OpCo Merger Sub merged with and into OpCo, with OpCo surviving the merger (the "OpCo Merger"), F2: (continued) (b) immediately following the OpCo Merger, Manager Merger Sub merged with and into Manager, with Manager surviving the merger, wholly owned by the Issuer (the "Manager Merger") and (c) immediately following the Manager Merger, Company Merger Sub merged with and into the Issuer, with the Issuer surviving the merger, collectively owned, directly or indirectly, by Holdco Parent and certain other entities as described in the Merger Agreement (the "Effective Time"). At the Effective Time, each share of the Issuer's Class A common stock, par value $0.00001 per share ("Class A Common Stock"), outstanding immediately prior to the Effective Time, subject to certain exceptions, was automatically cancelled and converted into the right to receive $27.50 in cash, without interest and subject to applicable withholding taxes. Row 2 · 2025-03-24 · Disposition to issuer · Disposed 29,879 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated April 2, 2024 (the "Merger Agreement") by and among the Issuer, Endeavor Manager, LLC ("Manager), Endeavor Operating Company, LLC ("OpCo"), Endeavor Executive Holdco, LLC, Endeavor Executive II Holdco, LLC, Endeavor Executive PIU Holdco, LLC, Wildcat EGH Holdco, L.P., Wildcat OpCo Holdco, L.P. ("Holdco Parent"), Wildcat PubCo Merger Sub, Inc., ("Company Merger Sub"), Wildcat Manager Merger Sub, L.L.C ("Manager Merger Sub"), and Wildcat OpCo Merger Sub, L.L.C. ("OpCo Merger Sub"), (a) OpCo Merger Sub merged with and into OpCo, with OpCo surviving the merger (the "OpCo Merger"), F2: (continued) (b) immediately following the OpCo Merger, Manager Merger Sub merged with and into Manager, with Manager surviving the merger, wholly owned by the Issuer (the "Manager Merger") and (c) immediately following the Manager Merger, Company Merger Sub merged with and into the Issuer, with the Issuer surviving the merger, collectively owned, directly or indirectly, by Holdco Parent and certain other entities as described in the Merger Agreement (the "Effective Time"). At the Effective Time, each share of the Issuer's Class A common stock, par value $0.00001 per share ("Class A Common Stock"), outstanding immediately prior to the Effective Time, subject to certain exceptions, was automatically cancelled and converted into the right to receive $27.50 in cash, without interest and subject to applicable withholding taxes. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-03-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-03-24 · Exercise / conversion · Disposed 6,776 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F4: At the Effective Time, the restricted stock units accelerated and vested in full. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated April 2, 2024 (the "Merger Agreement") by and among the Issuer, Endeavor Manager, LLC ("Manager), Endeavor Operating Company, LLC ("OpCo"), Endeavor Executive Holdco, LLC, Endeavor Executive II Holdco, LLC, Endeavor Executive PIU Holdco, LLC, Wildcat EGH Holdco, L.P., Wildcat OpCo Holdco, L.P. ("Holdco Parent"), Wildcat PubCo Merger Sub, Inc., ("Company Merger Sub"), Wildcat Manager Merger Sub, L.L.C ("Manager Merger Sub"), and Wildcat OpCo Merger Sub, L.L.C. ("OpCo Merger Sub"), (a) OpCo Merger Sub merged with and into OpCo, with OpCo surviving the merger (the "OpCo Merger"),
F2: (continued) (b) immediately following the OpCo Merger, Manager Merger Sub merged with and into Manager, with Manager surviving the merger, wholly owned by the Issuer (the "Manager Merger") and (c) immediately following the Manager Merger, Company Merger Sub merged with and into the Issuer, with the Issuer surviving the merger, collectively owned, directly or indirectly, by Holdco Parent and certain other entities as described in the Merger Agreement (the "Effective Time"). At the Effective Time, each share of the Issuer's Class A common stock, par value $0.00001 per share ("Class A Common Stock"), outstanding immediately prior to the Effective Time, subject to certain exceptions, was automatically cancelled and converted into the right to receive $27.50 in cash, without interest and subject to applicable withholding taxes.
F3: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer.
F4: At the Effective Time, the restricted stock units accelerated and vested in full.
Virgin Galactic Holdings, Inc
Report date October 25, 2019 · Filed October 30, 2019
Section 16 reporting ended · disclosed 2019-10-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,000 |
Reported balance
After 2019-10-25 transaction · row 1
1 source rowRow 1 · 2019-10-25 · Grant · Acquired 100,000 · Balance 100,000 |
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 01, 2020 Filed Oct 5, 2020 21:18 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 6,942 | $168.49 | $1,169,657.58 |
DisclosureSEC source: 0001209191-20-053749 · doc4.xml · nonDerivative · entry 1 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,272 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock and restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 21:21 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionStock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $9.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051688 · doc4.xml · derivative · entry 8 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,225,000 Underlying: Class A Common Stock · 35,000 shares Expires 2025-11-17 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 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F7 · derivative.exercise_date: 25% of the shares subject to the option vested on October 19, 2016 and 1/48 of the shares vested monthly thereafter. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 21:21 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 600 | $144.73 | $86,838.00 |
DisclosureSEC source: 0001209191-20-051688 · doc4.xml · nonDerivative · entry 7 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,214 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 21:21 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 15,749 | $144.04 | $2,268,485.96 |
DisclosureSEC source: 0001209191-20-051688 · doc4.xml · nonDerivative · entry 6 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,814 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $143.70 to $144.69 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 21:21 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,126 | $142.94 | $303,890.44 |
DisclosureSEC source: 0001209191-20-051688 · doc4.xml · nonDerivative · entry 5 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,563 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $142.64 to $143.35 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 21:21 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 7,200 | $142.24 | $1,024,128.00 |
DisclosureSEC source: 0001209191-20-051688 · doc4.xml · nonDerivative · entry 4 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,689 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $141.59 to $142.58 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 21:21 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 4,500 | $140.69 | $633,105.00 |
DisclosureSEC source: 0001209191-20-051688 · doc4.xml · nonDerivative · entry 3 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,889 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $140.52 to $141.34 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 21:21 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 4,825 | $139.75 | $674,293.75 |
DisclosureSEC source: 0001209191-20-051688 · doc4.xml · nonDerivative · entry 2 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,389 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $139.39 to $140.35 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 21:21 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionClass A Common Stock | 35,000 | $9.00 | $315,000.00 |
DisclosureSEC source: 0001209191-20-051688 · doc4.xml · nonDerivative · entry 1 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,214 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 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 21, 2020 Filed Aug 24, 2020 21:17 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-048116 · doc4.xml · nonDerivative · entry 9 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,214 Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 21:17 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionStock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $9.00 | $0.00 |
DisclosureSEC source: 0001209191-20-048116 · doc4.xml · derivative · entry 10 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,260,000 Underlying: Class A Common Stock · 35,000 shares Expires 2025-11-17 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 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F7 · derivative.exercise_date: 25% of the shares subject to the option vested on October 19, 2016 and 1/48 of the shares vested monthly thereafter. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 21:17 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 313 | $156.47 | $48,975.11 |
DisclosureSEC source: 0001209191-20-048116 · doc4.xml · nonDerivative · entry 8 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,279 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 21:17 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 10,023 | $155.68 | $1,560,380.64 |
DisclosureSEC source: 0001209191-20-048116 · doc4.xml · nonDerivative · entry 7 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,592 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $155.41 to $156.30 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 21:17 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 16,797 | $154.88 | $2,601,519.36 |
DisclosureSEC source: 0001209191-20-048116 · doc4.xml · nonDerivative · entry 6 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,615 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $154.40 to $155.38 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 21:17 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 3,400 | $153.92 | $523,328.00 |
DisclosureSEC source: 0001209191-20-048116 · doc4.xml · nonDerivative · entry 5 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,412 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $153.33 to $154.30 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 21:17 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,400 | $152.80 | $366,720.00 |
DisclosureSEC source: 0001209191-20-048116 · doc4.xml · nonDerivative · entry 4 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,812 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $152.31 to $153.22 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 21:17 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,067 | $150.67 | $311,434.89 |
DisclosureSEC source: 0001209191-20-048116 · doc4.xml · nonDerivative · entry 3 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,212 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $150.02 to $150.98 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 21:17 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionClass A Common Stock | 35,000 | $9.00 | $315,000.00 |
DisclosureSEC source: 0001209191-20-048116 · doc4.xml · nonDerivative · entry 2 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,279 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 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| July 21, 2020 Filed Aug 24, 2020 21:17 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 83 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-048116 · doc4.xml · nonDerivative · entry 1 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,279 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:26 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 9,385 | $115.90 | $1,087,721.50 |
DisclosureSEC source: 0001209191-20-041272 · doc4.xml · nonDerivative · entry 2 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,362 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock and restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| June 30, 2020 Filed Jul 6, 2020 23:26 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 144 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-041272 · doc4.xml · nonDerivative · entry 1 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,747 Read SEC document |
| May 18, 2020 Filed May 20, 2020 21:20 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 340 | $78.62 | $26,730.80 |
DisclosureSEC source: 0001209191-20-030963 · doc4.xml · nonDerivative · entry 2 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,891 F2 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| May 15, 2020 Filed May 20, 2020 21:20 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 386 | $55.00 | $21,230.00 |
DisclosureSEC source: 0001209191-20-030963 · doc4.xml · nonDerivative · entry 1 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,231 F1 · shares: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 04, 2020 Filed May 6, 2020 21:12 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 16,939 | $63.63 | $1,077,828.57 |
DisclosureSEC source: 0001209191-20-027528 · doc4.xml · nonDerivative · entry 3 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,845 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $63.18 to $64.12 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| May 04, 2020 Filed May 6, 2020 21:12 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 4,316 | $62.87 | $271,346.92 |
DisclosureSEC source: 0001209191-20-027528 · doc4.xml · nonDerivative · entry 2 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,784 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $62.15 to $63.14 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| May 04, 2020 Filed May 6, 2020 21:12 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 3,000 | $61.24 | $183,720.00 |
DisclosureSEC source: 0001209191-20-027528 · doc4.xml · nonDerivative · entry 1 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,100 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $61.10 to $61.83 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| April 25, 2020 Filed Apr 28, 2020 21:11 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 5,506 | $62.01 | $341,427.06 |
DisclosureSEC source: 0001209191-20-025988 · doc4.xml · nonDerivative · entry 1 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,100 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| April 21, 2020 Filed Apr 23, 2020 21:52 UTC | Block, Inc. SQ · Entity 3041 | GrantStock Option (right to buy) · Derivative | 120,715 | $0.00 Strike: $57.40 | $0.00 |
DisclosureSEC source: 0001209191-20-025463 · doc4.xml · derivative · entry 2 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,715 Underlying: Class A Common Stock · 120,715 shares Expires 2030-04-20 F3 · derivative.exercise_date: 1/48th of the shares subject to the Option will vest on May 1, 2020 and each month thereafter through April 1, 2024. Read SEC document |
| April 21, 2020 Filed Apr 23, 2020 21:52 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 47,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025463 · doc4.xml · nonDerivative · entry 1 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,606 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · shares: 1/16th of the RSUs will vest on July 1, 2020, and each three months thereafter through April 1, 2024. Read SEC document |
| April 09, 2020 Filed Apr 13, 2020 21:02 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $9.00 | $0.00 |
DisclosureSEC source: 0001209191-20-024219 · doc4.xml · derivative · entry 3 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,295,000 Underlying: Class A Common Stock · 25,000 shares Expires 2025-11-17 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 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · derivative.exercise_date: 25% of the shares subject to the option vested on October 19, 2016 and 1/48 of the shares vested monthly thereafter. Read SEC document |
| April 09, 2020 Filed Apr 13, 2020 21:02 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 25,000 | $60.00 | $1,500,000.00 |
DisclosureSEC source: 0001209191-20-024219 · doc4.xml · nonDerivative · entry 2 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,525 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| April 09, 2020 Filed Apr 13, 2020 21:02 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionClass A Common Stock | 25,000 | $9.00 | $225,000.00 |
DisclosureSEC source: 0001209191-20-024219 · doc4.xml · nonDerivative · entry 1 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,525 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 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| April 01, 2020 Filed Apr 4, 2020 00:38 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 7,926 | $46.81 | $371,016.06 |
DisclosureSEC source: 0001209191-20-023525 · doc4.xml · nonDerivative · entry 1 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,525 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock and restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:01 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $9.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016305 · doc4.xml · derivative · entry 7 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,320,000 Underlying: Class A Common Stock · 25,000 shares Expires 2025-11-17 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. F7 · derivative.exercise_date: 25% of the shares subject to the option vested on October 19, 2016 and 1/48 of the shares vested monthly thereafter. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 300 | $83.82 | $25,146.00 |
DisclosureSEC source: 0001209191-20-016305 · doc4.xml · nonDerivative · entry 6 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,451 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $83.76 to $83.86 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,988 | $83.17 | $165,341.96 |
DisclosureSEC source: 0001209191-20-016305 · doc4.xml · nonDerivative · entry 5 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,751 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $82.72 to $83.69 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 5,058 | $81.92 | $414,351.36 |
DisclosureSEC source: 0001209191-20-016305 · doc4.xml · nonDerivative · entry 4 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,739 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $81.64 to $82.52 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 9,121 | $81.12 | $739,895.52 |
DisclosureSEC source: 0001209191-20-016305 · doc4.xml · nonDerivative · entry 3 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,797 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $80.63 to $81.61 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 8,533 | $80.23 | $684,602.59 |
DisclosureSEC source: 0001209191-20-016305 · doc4.xml · nonDerivative · entry 2 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,918 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $79.63 to $80.61 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:01 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionClass A Common Stock | 25,000 | $9.00 | $225,000.00 |
DisclosureSEC source: 0001209191-20-016305 · doc4.xml · nonDerivative · entry 1 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,451 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 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 23:34 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $9.00 | $0.00 |
DisclosureSEC source: 0001209191-20-007028 · doc4.xml · derivative · entry 8 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,345,000 Underlying: Class A Common Stock · 25,000 shares Expires 2025-11-17 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. F8 · derivative.exercise_date: 25% of the shares subject to the option vested on October 19, 2016 and 1/48 of the shares vested monthly thereafter. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 23:34 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 288 | $79.78 | $22,976.64 |
DisclosureSEC source: 0001209191-20-007028 · doc4.xml · nonDerivative · entry 7 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,451 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F7 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $79.78 to $79.79 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 23:34 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 14,167 | $79.34 | $1,124,009.78 |
DisclosureSEC source: 0001209191-20-007028 · doc4.xml · nonDerivative · entry 6 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,739 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $78.75 to $79.70 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 23:34 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 15,836 | $78.14 | $1,237,425.04 |
DisclosureSEC source: 0001209191-20-007028 · doc4.xml · nonDerivative · entry 5 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,906 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $77.74 to $78.72 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 23:34 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 4,614 | $77.32 | $356,754.48 |
DisclosureSEC source: 0001209191-20-007028 · doc4.xml · nonDerivative · entry 4 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,742 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $76.74 to $77.72 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 23:34 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,400 | $76.42 | $106,988.00 |
DisclosureSEC source: 0001209191-20-007028 · doc4.xml · nonDerivative · entry 3 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,356 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $75.74 to $76.73 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 23:34 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,300 | $75.09 | $97,617.00 |
DisclosureSEC source: 0001209191-20-007028 · doc4.xml · nonDerivative · entry 2 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,756 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $74.74 to $75.73 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 23:34 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionClass A Common Stock | 25,000 | $9.00 | $225,000.00 |
DisclosureSEC source: 0001209191-20-007028 · doc4.xml · nonDerivative · entry 1 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,056 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 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 00:15 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 100 | $72.40 | $7,240.00 |
DisclosureSEC source: 0001209191-20-005250 · doc4.xml · nonDerivative · entry 5 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,056 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 00:15 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 3,396 | $71.41 | $242,508.36 |
DisclosureSEC source: 0001209191-20-005250 · doc4.xml · nonDerivative · entry 4 Reses Jacqueline D · CIK 0001699681 · Capital Lead 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,156 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $71.05 to $72.04 per share. The Reporting Person undertakes to provide to the Issuer, any security holder 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. 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.