Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ROKU, INCROKU · Entity 2524 | CFO & COO | September 15, 2026 | September 16, 2026 |
| Stitch Fix, Inc.SFIX · Entity 5637 | Chief Financial Officer | March 15, 2023 | March 16, 2023 |
| YELP INCYELP · Entity 1782 | Director | June 05, 2026 | June 09, 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.
ROKU, INC
Report date September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 74,811 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Sale · Disposed 7,000 · Balance 74,811 F1: Shares sold pursuant to Mr. Jedda's 10b5-1 plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold pursuant to Mr. Jedda's 10b5-1 plan.
Stitch Fix, Inc.
Report date March 15, 2023 · Filed March 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 603,072 |
Reported balance
After 2023-03-15 transaction · row 1
1 source rowRow 1 · 2023-03-15 · Tax withholding · Disposed 17,195 · Balance 603,072 F1: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units.
YELP INC
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,746 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 10,646 · Balance 27,746 F1: Represents the grant of restricted stock units that vest on the earlier of (a) one year from the date of grant or (b) the date of the Issuer's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock units that vest on the earlier of (a) one year from the date of grant or (b) the date of the Issuer's next annual meeting of stockholders.
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 |
|---|---|---|---|---|---|---|
| December 14, 2022 Filed Dec 16, 2022 22:34 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 26,973 | $4.08 | $110,049.84 |
DisclosureSEC source: 0001576942-22-000113 · wf-form4_167123003153101.xml · nonDerivative · entry 1 Jedda Dan · CIK 0001834902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,267 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| September 14, 2022 Filed Sep 15, 2022 22:33 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 32,079 | $4.90 | $157,187.10 |
DisclosureSEC source: 0001576942-22-000065 · wf-form4_166328117832236.xml · nonDerivative · entry 1 Jedda Dan · CIK 0001834902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647,240 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 21:55 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-22-000056 · wf-form4_165826771546559.xml · nonDerivative · entry 1 Jedda Dan · CIK 0001834902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 679,319 F1 · shares: 1/4th of the shares subject to the restricted stock units will vest on September 14, 2022, and the remainder will vest in six equal quarterly installments of 1/8th over the next six subsequent quarterly RSU vesting dates. All vesting is subject to the Reporting Person's continuous service through the applicable vesting date. Read SEC document |
| June 15, 2022 Filed Jun 16, 2022 21:25 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 6,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-22-000046 · wf-form4_165541471650923.xml · nonDerivative · entry 1 Jedda Dan · CIK 0001834902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,319 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 20:52 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 6,675 | $9.91 | $66,149.25 |
DisclosureSEC source: 0001209191-22-019630 · doc4.xml · nonDerivative · entry 1 Jedda Dan · CIK 0001834902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,711 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 21:52 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 10,329 | $18.50 | $191,086.50 |
DisclosureSEC source: 0001209191-21-069976 · doc4.xml · nonDerivative · entry 2 Jedda Dan · CIK 0001834902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,386 F2 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 21:52 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 178,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069976 · doc4.xml · nonDerivative · entry 1 Jedda Dan · CIK 0001834902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,715 F1 · shares: With respect to 32,411 shares subject to Restricted Stock Units ("RSUs"), 25% of the RSUs vested on December 15, 2021, and the remainder of the shares will vest quarterly over the next three quarters. With respect to 146,286 shares subject to RSUs, 40% of the RSUs will vest in 8 equal quarterly installments starting on December 15, 2021, and the remaining 60% will vest quarterly over the next 8 quarters. All vesting is subject to the Reporting Person's continuous service through each such vesting date. Read SEC document |
| September 15, 2021 Filed Sep 20, 2021 22:05 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 2,343 | $35.69 | $83,621.67 |
DisclosureSEC source: 0001209191-21-056936 · doc4.xml · nonDerivative · entry 1 Jedda Dan · CIK 0001834902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,018 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 20:36 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 3,513 | $61.13 | $214,749.69 |
DisclosureSEC source: 0001576942-21-000092 · wf-form4_162430776629915.xml · nonDerivative · entry 1 Jedda Dan · CIK 0001834902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,361 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 21:18 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantEmployee Stock Option (Right to Buy) · Derivative | 83,135 | $0.00 Strike: $56.05 | $0.00 |
DisclosureSEC source: 0001576942-20-000150 · wf-form4_160772148676391.xml · derivative · entry 4 Jedda Dan · CIK 0001834902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,135 Underlying: Class A Common Stock · 83,135 shares Expires 2030-12-08 F4 · derivative.exercise_date: 1/36th of the shares subject to the option will vest on 1/7/2022 and 1/36th of the total number of options will vest monthly thereafter. All vesting is subject to the Reporting Person's continuous service throughthe applicable vesting date Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 21:18 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantEmployee Stock Option (Right to Buy) · Derivative | 172,237 | $0.00 Strike: $56.05 | $0.00 |
DisclosureSEC source: 0001576942-20-000150 · wf-form4_160772148676391.xml · derivative · entry 3 Jedda Dan · CIK 0001834902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,237 Underlying: Class A Common Stock · 172,237 shares Expires 2030-12-08 F3 · derivative.exercise_date: 1/6th of the shares subject to the option will vest on 6/7/2021 and 1/36th of the total number of options will vest monthly thereafter. All vesting is subject to the Reporting Person's continuous service through the applicable vesting date. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 21:18 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 43,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-20-000150 · wf-form4_160772148676391.xml · nonDerivative · entry 2 Jedda Dan · CIK 0001834902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,874 F2 · shares: 1/12th of the shares subject to the restricted stock units will vest on 12/15/2021 and 1/12th of the total number of restricted stock units will vest quarterly thereafter. All vesting is subject to the Reporting Person's continuous service through the applicable vesting date. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 21:18 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 86,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-20-000150 · wf-form4_160772148676391.xml · nonDerivative · entry 1 Jedda Dan · CIK 0001834902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,583 F1 · shares: 1/6th of the shares subject to the restricted stock units will vest on 6/16/2021 and 1/12th of the total number of restricted stock units will vest quarterly thereafter. All vesting is subject to the Reporting Person's continuous service through the applicable vesting date. 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.