Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PayPal Holdings, Inc.PYPL · Entity 2530 | EVP, Global Chief Risk Officer | September 01, 2026 | September 03, 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.
PayPal Holdings, Inc.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,761 |
Ending reported balance
After 2026-09-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-01 · Exercise / conversion · Acquired 4,602 · Balance 67,858 Row 2 · 2026-09-01 · Tax withholding · Disposed 2,097 · Balance 65,761 F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the reporting person. |
| Restricted Stock Units -4SEC Table II · derivative / convertible security | Direct | 27,608 |
Reported balance
After 2026-09-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-01 · Exercise / conversion · Disposed 4,602 · Balance 27,608 F2: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3: The reporting person received a restricted stock unit grant on March 1, 2025, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award, and 1/12 on each quarterly anniversary of the grant date thereafter until the third anniversary of the grant date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the reporting person.
F2: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock.
F3: The reporting person received a restricted stock unit grant on March 1, 2025, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award, and 1/12 on each quarterly anniversary of the grant date thereafter until the third anniversary of the grant date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested.
F4: Not applicable.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SoFi Technologies, Inc.
Report date March 14, 2024 · Filed March 19, 2024
Section 16 reporting ended · disclosed 2024-03-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 615,080 |
Ending reported balance
After 2024-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-14 · Exercise / conversion · Acquired 131,407 · Balance 679,033 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Row 2 · 2024-03-15 · Tax withholding · Disposed 63,953 · Balance 615,080 F2: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 994,196 |
Reported balance
After 2024-03-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-03-14 · Exercise / conversion · Disposed 131,407 · Balance 994,196 F2: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021, March 25, 2022, July 20, 2022 and March 22, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.
F2: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person.
F3: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021, March 25, 2022, July 20, 2022 and March 22, 2023.
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 |
|---|---|---|---|---|---|---|
| March 14, 2024 Filed Mar 19, 2024 01:57 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 131,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-24-000072 · wk-form4_1710813465.xml · derivative · entry 3 Webster Aaron · CIK 0001862209 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 994,196 Underlying: Common Stock · 131,407 shares Expires not disclosed 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. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021, March 25, 2022, July 20, 2022 and March 22, 2023. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021, March 25, 2022, July 20, 2022 and March 22, 2023. Read SEC document |
| March 14, 2024 Filed Mar 19, 2024 01:57 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 131,407 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-24-000072 · wk-form4_1710813465.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 679,033 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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 01:40 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 56,049 | $9.32 | $522,488.78 |
DisclosureSEC source: 0001818874-23-000202 · wk-form4_1702950004.xml · nonDerivative · entry 2 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 547,626 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| December 14, 2023 Filed Dec 19, 2023 01:40 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 127,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-23-000202 · wk-form4_1702950004.xml · derivative · entry 3 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,125,603 Underlying: Common Stock · 127,454 shares Expires not disclosed 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. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, March 25, 2022, July 20, 2022 and March 22, 2023. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, March 25, 2022, July 20, 2022 and March 22, 2023. Read SEC document |
| December 14, 2023 Filed Dec 19, 2023 01:40 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 127,454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-23-000202 · wk-form4_1702950004.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 603,675 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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 00:21 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 215,299 | $8.08 | $1,740,541.71 |
DisclosureSEC source: 0001818874-23-000167 · wk-form4_1699316480.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476,221 F1 · price: The reported transactions were executed in multiple trades. The sale price of $8.0843 reported in Column 4 is the weighted average purchase price for the 215,299 shares disposed of by the Reporting Person within a range of $8.0500 to $8.1450 per share. The Reporting Person hereby undertakes to provide to the Staff of the SEC, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares disposed of at each separate price within the price range noted above. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 00:21 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 87,145 | $9.03 | $786,745.06 |
DisclosureSEC source: 0001818874-23-000162 · wk-form4_1695082898.xml · nonDerivative · entry 2 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 691,520 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| September 14, 2023 Filed Sep 19, 2023 00:21 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 194,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-23-000162 · wk-form4_1695082898.xml · derivative · entry 3 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,253,057 Underlying: Common Stock · 194,990 shares Expires not disclosed 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. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, March 25, 2022, July 20, 2022 and March 22, 2023. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, March 25, 2022, July 20, 2022 and March 22, 2023. Read SEC document |
| September 14, 2023 Filed Sep 19, 2023 00:21 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 194,990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-23-000162 · wk-form4_1695082898.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 778,665 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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 22:13 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 94,586 | $9.12 | $862,245.98 |
DisclosureSEC source: 0001818874-23-000135 · wf-form4_168695361611097.xml · nonDerivative · entry 3 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,675 F3 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 22:13 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 194,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-23-000135 · wf-form4_168695361611097.xml · derivative · entry 4 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,448,047 Underlying: Common Stock · 194,986 shares Expires not disclosed 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. F3 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F4 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, March 25, 2022, July 20, 2022 and March 22, 2023. F4 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, March 25, 2022, July 20, 2022 and March 22, 2023. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 22:13 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 200,000 | $9.69 | $1,938,120.00 |
DisclosureSEC source: 0001818874-23-000135 · wf-form4_168695361611097.xml · nonDerivative · entry 2 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 678,261 F2 · price: The reported transactions were executed in multiple trades. The sale price of $9.6906 reported in Column 4 is the weighted average sale price for the 200,000 shares disposed of by the Reporting Person within a range of $9.36 to $9.92 per share. The Reporting Person hereby undertakes to provide to the Staff of the SEC, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares disposed of at each separate price within the price range noted above. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 22:13 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 194,986 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-23-000135 · wf-form4_168695361611097.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 878,261 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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 23:54 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 490,076 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-23-000059 · wf-form4_167952928432414.xml · derivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,643,033 Underlying: Common Stock · 490,076 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.exercise_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest quarterly in twelve equal installments over three years beginning with the vesting date in June 2023, in each case, subject to the reporting person's continued service with the Issuer through the applicable vesting date. F2 · derivative.expiration_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest quarterly in twelve equal installments over three years beginning with the vesting date in June 2023, in each case, subject to the reporting person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 23:22 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 73,800 | $5.35 | $395,051.40 |
DisclosureSEC source: 0001818874-23-000043 · wf-form4_167900894948376.xml · nonDerivative · entry 2 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 683,275 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 23:22 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 154,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-23-000043 · wf-form4_167900894948376.xml · derivative · entry 3 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,152,957 Underlying: Common Stock · 154,147 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, March 25, 2022 and July 20, 2022. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, March 25, 2022 and July 20, 2022. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 23:22 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 154,147 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-23-000043 · wf-form4_167900894948376.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757,075 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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 23:30 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 141,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-22-000267 · wf-form4_167123343205663.xml · derivative · entry 3 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,307,104 Underlying: Common Stock · 141,917 shares Expires not disclosed 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. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, March 25, 2022 and July 20, 2022. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, March 25, 2022 and July 20, 2022. Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 23:30 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 63,782 | $4.57 | $291,419.96 |
DisclosureSEC source: 0001818874-22-000267 · wf-form4_167123343205663.xml · nonDerivative · entry 2 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,928 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 23:30 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 141,917 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-22-000267 · wf-form4_167123343205663.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,710 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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| September 14, 2022 Filed Sep 17, 2022 00:07 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 141,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-22-000216 · wf-form4_166337323696369.xml · derivative · entry 3 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,449,021 Underlying: Common Stock · 141,914 shares Expires not disclosed 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. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, March 25, 2022, and July 20, 2022. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, March 25, 2022, and July 20, 2022. Read SEC document |
| September 14, 2022 Filed Sep 17, 2022 00:07 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 68,618 | $5.84 | $400,729.12 |
DisclosureSEC source: 0001818874-22-000216 · wf-form4_166337323696369.xml · nonDerivative · entry 2 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524,793 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| September 14, 2022 Filed Sep 17, 2022 00:07 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 141,914 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-22-000216 · wf-form4_166337323696369.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 593,411 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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| July 18, 2022 Filed Jul 21, 2022 01:23 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 850,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-22-000169 · wf-form4_165836660676519.xml · derivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,590,935 Underlying: Common Stock · 850,645 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.exercise_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest as to 1/16th of the total RSU award on each quarterly vesting date in equal quarterly installments beginning with the quarterly vesting date falling in September 2022, subject to the reporting person's continued service with the Issuer through the applicable vesting date. F2 · derivative.expiration_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest as to 1/16th of the total RSU award on each quarterly vesting date in equal quarterly installments beginning with the quarterly vesting date falling in September 2022, subject to the reporting person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 22:20 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock · Derivative | 88,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-22-000140 · wf-form4_165541799754109.xml · derivative · entry 3 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 740,290 Underlying: Common Stock · 88,752 shares Expires not disclosed 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. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021 and March 25, 2022. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021 and March 25, 2022. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 22:20 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 41,308 | $5.88 | $242,891.04 |
DisclosureSEC source: 0001818874-22-000140 · wf-form4_165541799754109.xml · nonDerivative · entry 2 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451,497 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 22:20 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 88,752 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-22-000140 · wf-form4_165541799754109.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,805 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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| March 24, 2022 Filed Mar 26, 2022 00:12 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 223,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-038270 · tm2210472-9_4.xml · derivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 829,042 Underlying: Common Stock · 223,578 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.exercise_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest as to (1) 3,011 RSUs in equal quarterly installments on each of the quarterly vesting dates in June 2022, September 2022 and December 2022, (2) 15, 244 RSUs in equal quarterly installments on each of the quarterly vesting dates in 2023, and (3) 19,196 RSUs in equal quarterly installments on each of the quarterly vesting dates in 2024 and 2025 (other than the quarterly vesting date in September 2024 when 19,197 RSUs will vest), in each case, subject to the reporting person's continued service with the Issuer through the applicable vesting date. F2 · derivative.expiration_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest as to (1) 3,011 RSUs in equal quarterly installments on each of the quarterly vesting dates in June 2022, September 2022 and December 2022, (2) 15, 244 RSUs in equal quarterly installments on each of the quarterly vesting dates in 2023, and (3) 19,196 RSUs in equal quarterly installments on each of the quarterly vesting dates in 2024 and 2025 (other than the quarterly vesting date in September 2024 when 19,197 RSUs will vest), in each case, subject to the reporting person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 21:38 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 85,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-035710 · tm229732-9_4seq1.xml · derivative · entry 3 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,464 Underlying: Common Stock · 85,739 shares Expires not disclosed 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. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 21:38 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 43,620 | $8.59 | $374,695.80 |
DisclosureSEC source: 0001104659-22-035710 · tm229732-9_4seq1.xml · nonDerivative · entry 2 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,053 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 21:38 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 85,739 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-035710 · tm229732-9_4seq1.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,673 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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 23:51 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 85,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-150661 · tm2135685-9_4seq1.xml · derivative · entry 3 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 691,203 Underlying: Common Stock · 85,742 shares Expires not disclosed 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. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 23:51 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 42,476 | $14.48 | $615,052.48 |
DisclosureSEC source: 0001104659-21-150661 · tm2135685-9_4seq1.xml · nonDerivative · entry 2 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,934 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 23:51 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 85,742 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-150661 · tm2135685-9_4seq1.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,410 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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 21:02 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | PurchaseCommon Stock | 1,000 | $14.90 | $14,900.00 |
DisclosureSEC source: 0001104659-21-149067 · tm2135317d1_form4.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,668 Read SEC document |
| September 14, 2021 Filed Sep 17, 2021 00:04 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 85,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-116542 · tm2127834-10_4seq1.xml · derivative · entry 3 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 776,945 Underlying: Common Stock · 85,739 shares Expires not disclosed 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. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. Read SEC document |
| September 14, 2021 Filed Sep 17, 2021 00:04 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 41,834 | $14.57 | $609,521.38 |
DisclosureSEC source: 0001104659-21-116542 · tm2127834-10_4seq1.xml · nonDerivative · entry 2 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,668 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| September 14, 2021 Filed Sep 17, 2021 00:04 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 85,739 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-116542 · tm2127834-10_4seq1.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,502 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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| September 01, 2021 Filed Sep 4, 2021 00:36 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantPerformance Stock Unit · Derivative | 1,026,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-113093 · tm2126991-14_4seq1.xml · derivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,026,393 Underlying: Common Stock · 1,026,393 shares Expires not disclosed F1 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.exercise_date: Represents shares issuable on settlement of PSUs granted to the Reporting Person. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. F2 · derivative.expiration_date: Represents shares issuable on settlement of PSUs granted to the Reporting Person. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| August 23, 2021 Filed Aug 26, 2021 00:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | PurchaseCommon Stock | 1,000 | $14.34 | $14,340.00 |
DisclosureSEC source: 0001104659-21-109446 · tm2125933d3_4.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,763 Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 01:43 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 85,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-100312 · tm2124205d5_4seq1.xml · derivative · entry 3 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 862,684 Underlying: Common Stock · 85,742 shares Expires not disclosed 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. F2 · derivative.exercise_price: Represents the settlement of a portion of the restricted stock units granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021 F2 · derivative.exercise_date: Represents the settlement of a portion of the restricted stock units granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021 F2 · derivative.expiration_date: Represents the settlement of a portion of the restricted stock units granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021 Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 01:43 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 40,133 | $15.47 | $620,857.51 |
DisclosureSEC source: 0001104659-21-100312 · tm2124205d5_4seq1.xml · nonDerivative · entry 2 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,763 Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 01:43 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 85,742 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-100312 · tm2124205d5_4seq1.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,896 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:24 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 273,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-076006 · tm2118244-29_4.xml · derivative · entry 3 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,091 Underlying: Common Stock · 273,091 shares Expires not disclosed F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F5 · derivative.exercise_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will continue to vest as to 18,206 RSUs per quarter in equal quarterly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with each installment representing 1/16th of the total number of RSUs originally granted pursuant to this award, as such total number was converted in the Business Combination. F5 · derivative.expiration_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will continue to vest as to 18,206 RSUs per quarter in equal quarterly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with each installment representing 1/16th of the total number of RSUs originally granted pursuant to this award, as such total number was converted in the Business Combination. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:24 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 675,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-076006 · tm2118244-29_4.xml · derivative · entry 2 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675,335 Underlying: Common Stock · 675,335 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F3 · derivative.exercise_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will continue to vest as to 67,533 RSUs per quarter in equal quarterly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with each installment representing 1/16th of the total number of RSUs originally granted pursuant to this award, as such total number was converted in the Business Combination. F3 · derivative.expiration_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will continue to vest as to 67,533 RSUs per quarter in equal quarterly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with each installment representing 1/16th of the total number of RSUs originally granted pursuant to this award, as such total number was converted in the Business Combination. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:24 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantCommon Stock | 227,154 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-076006 · tm2118244-29_4.xml · nonDerivative · entry 1 Webster Aaron · CIK 0001862209 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,154 F1 · price: Received in connection with the Issuer's business combination (the "Business Combination") with Social Finance, Inc. ("Legacy SoFi") in accordance with the terms of the Agreement and Plan of Merger, dated as of January 7, 2021, as amended on March 16, 2021, by and among the Issuer (f/k/a Social Capital Hedosophia Holdings Corp. V), Plutus Merger Sub Inc. ("Merger Sub") and Legacy SoFi (the "Merger Agreement"), pursuant to which Merger Sub merged with and into Legacy SoFi, with Legacy SoFi surviving the merger as a wholly-owned subsidiary of the Issuer. 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.