Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Porch Group, Inc.PRCH · Entity 4527 | CHIEF FINANCIAL OFFICER | October 05, 2026 | October 07, 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.
Porch Group, Inc.
Report date October 05, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 206,059 |
Ending reported balance
After 2026-10-06 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-10-05 · Sale · Disposed 2,746 · Balance 212,749 F1: This sale was required by the Issuer at its election (without any discretion by the Reporting Person), and represents shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs") that vested on October 4, 2026 on the semi-annual vesting of the Reporting Person's April 4, 2025 RSU grant. The Issuer has adopted this sell-to-cover method as the sole means for plan participants to satisfy tax withholding obligations in connection with the settlement of awards. The RSUs will continue to vest ratably every 6 months over the remaining 48-month vesting period which commenced on April 4, 2026, subject to the Reporting Person's continuous employment or service with the Issuer. F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.83 to $16.9701 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. Row 2 · 2026-10-06 · Sale · Disposed 2,644 · Balance 210,105 F3: This sale was required by the Issuer at its election (without any discretion by the Reporting Person), and represents shares sold to cover tax withholding obligations in connection with the vesting and settlement of RSUs that vested on October 5, 2026 on the semi-annual vesting of the Reporting Person's April 7, 2023 RSU grant. The Issuer has adopted this sell-to-cover method as the sole means for plan participants to satisfy tax withholding obligations in connection with the settlement of awards. The RSUs will continue to vest ratably every 6 months over the remaining 48-month vesting period which commenced on April 5, 2024, subject to the Reporting Person's continuous employment or service with the Issuer. Row 3 · 2026-10-06 · Sale · Disposed 4,046 · Balance 206,059 F4: This sale was required by the Issuer at its election (without any discretion by the Reporting Person), and represents shares sold to cover tax withholding obligations in connection with the vesting and settlement of RSUs that vested on October 5, 2026 on the semi-annual vesting of the Reporting Person's April 5, 2024 RSU grant. The Issuer has adopted this sell-to-cover method as the sole means for plan participants to satisfy tax withholding obligations in connection with the settlement of awards. The RSUs will continue to vest ratably every 6 months over the remaining 48-month vesting period which commenced on April 5, 2025, subject to the Reporting Person's continuous employment or service with the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: This sale was required by the Issuer at its election (without any discretion by the Reporting Person), and represents shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs") that vested on October 4, 2026 on the semi-annual vesting of the Reporting Person's April 4, 2025 RSU grant. The Issuer has adopted this sell-to-cover method as the sole means for plan participants to satisfy tax withholding obligations in connection with the settlement of awards. The RSUs will continue to vest ratably every 6 months over the remaining 48-month vesting period which commenced on April 4, 2026, subject to the Reporting Person's continuous employment or service with the Issuer.
F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.83 to $16.9701 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.
F3: This sale was required by the Issuer at its election (without any discretion by the Reporting Person), and represents shares sold to cover tax withholding obligations in connection with the vesting and settlement of RSUs that vested on October 5, 2026 on the semi-annual vesting of the Reporting Person's April 7, 2023 RSU grant. The Issuer has adopted this sell-to-cover method as the sole means for plan participants to satisfy tax withholding obligations in connection with the settlement of awards. The RSUs will continue to vest ratably every 6 months over the remaining 48-month vesting period which commenced on April 5, 2024, subject to the Reporting Person's continuous employment or service with the Issuer.
F4: This sale was required by the Issuer at its election (without any discretion by the Reporting Person), and represents shares sold to cover tax withholding obligations in connection with the vesting and settlement of RSUs that vested on October 5, 2026 on the semi-annual vesting of the Reporting Person's April 5, 2024 RSU grant. The Issuer has adopted this sell-to-cover method as the sole means for plan participants to satisfy tax withholding obligations in connection with the settlement of awards. The RSUs will continue to vest ratably every 6 months over the remaining 48-month vesting period which commenced on April 5, 2025, subject to the Reporting Person's continuous employment or service with the Issuer.
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 05, 2024 Filed Oct 8, 2024 22:38 UTC | Porch Group, Inc. PRCH · Entity 4527 | Tax withholdingCommon Stock | 1,844 | $1.48 | $2,729.12 |
DisclosureSEC source: 0001784535-24-000127 · wk-form4_1728427075.xml · nonDerivative · entry 1 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,298 F1 · shares: These shares represent shares withheld on the semi-annual vesting of the Reporting Person's April 07, 2023 RSU grant. The RSUs will continue to vest ratably every 6 months over the remaining term of the 48-month vesting period which commenced on April 5, 2023, subject to the Reporting Person's continuous employment or service with the Issuer. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 22:51 UTC | Porch Group, Inc. PRCH · Entity 4527 | SaleCommon Stock | 15,000 | $2.02 | $30,304.50 |
DisclosureSEC source: 0001784535-24-000076 · wk-form4_1718059886.xml · nonDerivative · entry 1 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 295,142 F1 · kind: Represents a sale pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on December 15, 2023 (the "10b5-1 Plan"). The 10b5-1 Plan is scheduled to terminate on April 1, 2025 and covers the sale of up to an aggregate of 247,500 shares of the Issuer's common stock. Trading under the 10b5-1 Plan did not commence until at least 90 days following the date on which the plan was entered. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.00 to $2.05 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 |
| June 01, 2024 Filed Jun 4, 2024 20:55 UTC | Porch Group, Inc. PRCH · Entity 4527 | Tax withholdingCommon Stock | 41,186 | $2.10 | $86,490.60 |
DisclosureSEC source: 0001784535-24-000066 · wk-form4_1717534520.xml · nonDerivative · entry 1 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,142 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the first vesting of the Reporting Person's December 1, 2023 restricted stock unit ("RSU") grant (the "Grant"), which vests in two equal installments every six months from the date of grant. The remaining RSUs subject to the Grant will vest in six months, subject to the Reporting Persons continued employment or service with the Issuer. The Grant was previously made pursuant to the Reporting Person's RSU on hire award, which is granted in four equal installments annually under the Issuer's 2020 Stock Incentive Plan. Read SEC document |
| April 05, 2024 Filed Apr 9, 2024 20:19 UTC | Porch Group, Inc. PRCH · Entity 4527 | Tax withholdingCommon Stock | 4,235 | $4.34 | $18,379.90 |
DisclosureSEC source: 0001784535-24-000041 · wk-form4_1712693970.xml · nonDerivative · entry 2 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 351,328 F2 · shares: These shares represent shares withheld on the annual vesting of the Reporting Person's April 7, 2023, RSU grant. The RSUs will continue to vest ratably every 6 months over the remaining term of the 48-month vesting period which commenced on April 5, 2023, subject to the Reporting Person's continuous employment or service with the Issuer. Read SEC document |
| April 05, 2024 Filed Apr 9, 2024 20:19 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantCommon Stock | 63,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001784535-24-000041 · wk-form4_1712693970.xml · nonDerivative · entry 1 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,563 F1 · shares: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a right to receive one share of the Issuer's common stock upon vesting. 25% of the RSUs shall vest on April 5, 2025, then 1/6th of the remaining RSUs shall vest every 6 months for the next 36 months, subject to the Reporting Person's employment or service with the Issuer as contemplated in the RSU Award Agreement. Read SEC document |
| March 26, 2024 Filed Mar 28, 2024 21:25 UTC | Porch Group, Inc. PRCH · Entity 4527 | SaleCommon Stock | 19,040 | $4.04 | $76,955.87 |
DisclosureSEC source: 0001784535-24-000026 · wk-form4_1711661089.xml · nonDerivative · entry 1 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 292,311 F1 · kind: Represents a sale pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on December 15, 2023 (the "10b5-1 Plan"). The 10b5-1 Plan is scheduled to terminate on April 1, 2025 and covers the sale of up to an aggregate of 247,500 shares of the Issuer's common stock. Trading under the 10b5-1 Plan did not commence until at least 90 days following the date on which the plan was entered. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.00 to $4.13 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 21, 2024 Filed Mar 22, 2024 23:11 UTC | Porch Group, Inc. PRCH · Entity 4527 | SaleCommon Stock | 25,678 | $4.00 | $102,742.81 |
DisclosureSEC source: 0001784535-24-000022 · wk-form4_1711149078.xml · nonDerivative · entry 3 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 311,351 F1 · kind: Represents a sale pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on December 15, 2023 (the "10b5-1 Plan"). The 10b5-1 Plan is scheduled to terminate on April 1, 2025 and covers the sale of up to an aggregate of 247,500 shares of the Issuer's common stock. Trading under the 10b5-1 Plan did not commence until at least 90 days following the date on which the plan was entered. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.00 to $4.015 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 20, 2024 Filed Mar 22, 2024 23:11 UTC | Porch Group, Inc. PRCH · Entity 4527 | SaleCommon Stock | 15,282 | $4.00 | $61,129.53 |
DisclosureSEC source: 0001784535-24-000022 · wk-form4_1711149078.xml · nonDerivative · entry 2 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 337,029 F1 · kind: Represents a sale pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on December 15, 2023 (the "10b5-1 Plan"). The 10b5-1 Plan is scheduled to terminate on April 1, 2025 and covers the sale of up to an aggregate of 247,500 shares of the Issuer's common stock. Trading under the 10b5-1 Plan did not commence until at least 90 days following the date on which the plan was entered. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.00 to $4.01 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 20, 2024 Filed Mar 22, 2024 23:11 UTC | Porch Group, Inc. PRCH · Entity 4527 | SaleCommon Stock | 15,000 | $3.71 | $55,666.50 |
DisclosureSEC source: 0001784535-24-000022 · wk-form4_1711149078.xml · nonDerivative · entry 1 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 352,311 F1 · kind: Represents a sale pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on December 15, 2023 (the "10b5-1 Plan"). The 10b5-1 Plan is scheduled to terminate on April 1, 2025 and covers the sale of up to an aggregate of 247,500 shares of the Issuer's common stock. Trading under the 10b5-1 Plan did not commence until at least 90 days following the date on which the plan was entered. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.64 to $4.01 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 |
| December 01, 2023 Filed Dec 6, 2023 01:16 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantCommon Stock | 230,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001784535-23-000054 · wk-form4_1701825380.xml · nonDerivative · entry 2 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367,311 F3 · shares: Represents the second annual grant of 25% of the RSU On Hire Award. Each RSU represents a right to receive one share of the Issuer's common stock upon the vesting in equal installments every six months from the date of grant. F2 · balance_after: Includes 41,328 RSUs previously granted to the Reporting Person and previously disclosed on Form 4 dated April 7, 2023. 25% of these RSUs shall vest on April 5, 2024, then 1/6th of the remaining RSUs shall vest every 6 months for the next 36 months, subject to the Reporting Person's employment or service with the Issuer as contemplated in the RSU Award Agreement. Read SEC document |
| December 01, 2023 Filed Dec 6, 2023 01:16 UTC | Porch Group, Inc. PRCH · Entity 4527 | Tax withholdingCommon Stock | 50,282 | $1.68 | $84,473.76 |
DisclosureSEC source: 0001784535-23-000054 · wk-form4_1701825380.xml · nonDerivative · entry 1 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,451 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of the Reporting Person's December 1, 2022 restricted stock unit ("RSU") grant, previously made pursuant to the Reporting Person's RSU on hire award (the "RSU On Hire Award"). The RSU On Hire Award has an aggregate value of $900,000 to be granted in four (4) equal installments annually under the Issuer's 2020 Stock Incentive Plan. F2 · balance_after: Includes 41,328 RSUs previously granted to the Reporting Person and previously disclosed on Form 4 dated April 7, 2023. 25% of these RSUs shall vest on April 5, 2024, then 1/6th of the remaining RSUs shall vest every 6 months for the next 36 months, subject to the Reporting Person's employment or service with the Issuer as contemplated in the RSU Award Agreement. Read SEC document |
| April 07, 2023 Filed Apr 7, 2023 21:20 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantPerformance-based Restricted Stock Units · Derivative | 61,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-006372 · form4-04072023_050403.xml · derivative · entry 2 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,992 Underlying: Common Stock · 61,992 shares Expires not disclosed F2 · derivative.exercise_price: Represents a grant of performance-based RSUs ("PRSUs"). Each PRSU represents a right to receive one share of the Issuer's common stock upon vesting. The PRSUs are earned based on the achievement of specified share price goals for specified time periods during a three-year performance period ending April 7, 2026. The Reporting Person could earn 0-200% of the amount reported depending on the level of performance achieved. The PRSUs reported represent 50% of the full award, additional shares could be earned upon achievement of profit (25%) and revenue (25%) performance goals. The PRSUs will vest upon the certification of achievement by the Compensation Committee of the Board of Directors of the Issuer following the end of the performance period, subject to the Reporting Person's employment or service with the Issuer as contemplated in the PRSU Award Agreement. F2 · derivative.exercise_date: Represents a grant of performance-based RSUs ("PRSUs"). Each PRSU represents a right to receive one share of the Issuer's common stock upon vesting. The PRSUs are earned based on the achievement of specified share price goals for specified time periods during a three-year performance period ending April 7, 2026. The Reporting Person could earn 0-200% of the amount reported depending on the level of performance achieved. The PRSUs reported represent 50% of the full award, additional shares could be earned upon achievement of profit (25%) and revenue (25%) performance goals. The PRSUs will vest upon the certification of achievement by the Compensation Committee of the Board of Directors of the Issuer following the end of the performance period, subject to the Reporting Person's employment or service with the Issuer as contemplated in the PRSU Award Agreement. F2 · derivative.expiration_date: Represents a grant of performance-based RSUs ("PRSUs"). Each PRSU represents a right to receive one share of the Issuer's common stock upon vesting. The PRSUs are earned based on the achievement of specified share price goals for specified time periods during a three-year performance period ending April 7, 2026. The Reporting Person could earn 0-200% of the amount reported depending on the level of performance achieved. The PRSUs reported represent 50% of the full award, additional shares could be earned upon achievement of profit (25%) and revenue (25%) performance goals. The PRSUs will vest upon the certification of achievement by the Compensation Committee of the Board of Directors of the Issuer following the end of the performance period, subject to the Reporting Person's employment or service with the Issuer as contemplated in the PRSU Award Agreement. Read SEC document |
| April 07, 2023 Filed Apr 7, 2023 21:20 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantCommon Stock | 41,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-006372 · form4-04072023_050403.xml · nonDerivative · entry 1 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,733 F1 · shares: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a right to receive one share of the Issuer's common stock upon vesting. 25% of the RSUs shall vest on April 5, 2024, then 1/6th of the remaining RSUs shall vest every 6 months for the next 36 months, subject to the Reporting Person's employment or service with the Issuer as contemplated in the RSU Award Agreement. Read SEC document |
| December 01, 2022 Filed Dec 6, 2022 00:42 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantCommon Stock | 145,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-012087 · form4-12062022_121204.xml · nonDerivative · entry 1 Tabak Shawn · CIK 0001954327 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,405 F1 · shares: Represents 25% of the on hire award of restricted stock units (RSUs) having the value of $900,000 to be granted in four (4) equal installments annually under the 2020 Stock Incentive Plan. Each RSU represents a right to receive one share of the Issuer's common stock upon vesting in equal installments every six months from date of grant. 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.