Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ServiceTitan, Inc.TTAN · Entity 3576 | Director · Chief Executive Officer | September 17, 2026 | September 21, 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.
ServiceTitan, Inc.
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 3,149.5 |
Reported balance
After 2026-09-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-17 · Conversion · Acquired 3,147.75 · Balance 3,149.5 F1: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | Direct | 2 |
Reported balance
After 2026-09-17 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-09-17 · Sale · Disposed 3,147.75 · Balance 2 F2: Represents shares sold to satisfy the Reporting Person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person. F3: This number includes rounding of fractional shares. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 3,262,614 |
Reported balance
After 2026-09-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-17 · Conversion · Disposed 3,147.75 · Balance 3,262,614 F4: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. F1: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F5: Reflects the following transfers of Class B Common Stock from the Reporting Person to the AMKE Trust: the September 17, 2025 transfer of 2,967 shares, the December 18, 2025 transfer of 2,985 shares, the March 18, 2026 transfer of 3,736 shares, and the September 17, 2026 transfer of 2,877 shares. Such transfers were exempt from reporting pursuant to Rule 16a-13. F6: Reflects the following: (i) the September 15, 2026 transfer of 169,319 shares of Class B Common Stock from the AM 2025 GRAT to the Reporting Person in satisfaction of a grantor retained annuity trust ("GRAT") annuity payment owed to the Reporting Person; and (ii) the subsequent September 15, 2026 transfer of 169,318 shares of Class B Common Stock from the Reporting Person to the AM 2026-2 GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy the AMKE Trust dated February 1, 2019 | 4,216,857 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 4,216,857 F4: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. F5: Reflects the following transfers of Class B Common Stock from the Reporting Person to the AMKE Trust: the September 17, 2025 transfer of 2,967 shares, the December 18, 2025 transfer of 2,985 shares, the March 18, 2026 transfer of 3,736 shares, and the September 17, 2026 transfer of 2,877 shares. Such transfers were exempt from reporting pursuant to Rule 16a-13. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectAM 2026 GRAT | 341,906 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 341,906 F4: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectAM 2026-2 GRAT | 169,318 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 169,318 F4: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. F6: Reflects the following: (i) the September 15, 2026 transfer of 169,319 shares of Class B Common Stock from the AM 2025 GRAT to the Reporting Person in satisfaction of a grantor retained annuity trust ("GRAT") annuity payment owed to the Reporting Person; and (ii) the subsequent September 15, 2026 transfer of 169,318 shares of Class B Common Stock from the Reporting Person to the AM 2026-2 GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectAM Irrevocable Nonexempt Trust | 87,128 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 87,128 F4: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy AM 2025 GRAT | 16,047 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 16,047 F4: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. F6: Reflects the following: (i) the September 15, 2026 transfer of 169,319 shares of Class B Common Stock from the AM 2025 GRAT to the Reporting Person in satisfaction of a grantor retained annuity trust ("GRAT") annuity payment owed to the Reporting Person; and (ii) the subsequent September 15, 2026 transfer of 169,318 shares of Class B Common Stock from the Reporting Person to the AM 2026-2 GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy KE 2025 GRAT | 16,047 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 16,047 F4: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. F7: Reflects the following: (i) the September 15, 2026 transfer of 169,319 shares of Class B Common Stock from the KE 2025 GRAT to the Reporting Person's spouse in satisfaction of a GRAT annuity payment owed to the Reporting Person's spouse; and (ii) the subsequent September 15, 2026 transfer of 169,318 shares of Class B Common Stock from the Reporting Person's spouse to the KE 2026-2 GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Spouse | 2 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 2 F4: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. F7: Reflects the following: (i) the September 15, 2026 transfer of 169,319 shares of Class B Common Stock from the KE 2025 GRAT to the Reporting Person's spouse in satisfaction of a GRAT annuity payment owed to the Reporting Person's spouse; and (ii) the subsequent September 15, 2026 transfer of 169,318 shares of Class B Common Stock from the Reporting Person's spouse to the KE 2026-2 GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectKE 2026 GRAT | 341,906 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 341,906 F4: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectKE 2026-2 GRAT | 169,318 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 169,318 F4: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. F7: Reflects the following: (i) the September 15, 2026 transfer of 169,319 shares of Class B Common Stock from the KE 2025 GRAT to the Reporting Person's spouse in satisfaction of a GRAT annuity payment owed to the Reporting Person's spouse; and (ii) the subsequent September 15, 2026 transfer of 169,318 shares of Class B Common Stock from the Reporting Person's spouse to the KE 2026-2 GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectKE Irrevocable Nonexempt Trust | 87,128 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 87,128 F4: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person.
F2: Represents shares sold to satisfy the Reporting Person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person.
F3: This number includes rounding of fractional shares.
F4: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation.
F5: Reflects the following transfers of Class B Common Stock from the Reporting Person to the AMKE Trust: the September 17, 2025 transfer of 2,967 shares, the December 18, 2025 transfer of 2,985 shares, the March 18, 2026 transfer of 3,736 shares, and the September 17, 2026 transfer of 2,877 shares. Such transfers were exempt from reporting pursuant to Rule 16a-13.
F6: Reflects the following: (i) the September 15, 2026 transfer of 169,319 shares of Class B Common Stock from the AM 2025 GRAT to the Reporting Person in satisfaction of a grantor retained annuity trust ("GRAT") annuity payment owed to the Reporting Person; and (ii) the subsequent September 15, 2026 transfer of 169,318 shares of Class B Common Stock from the Reporting Person to the AM 2026-2 GRAT.
F7: Reflects the following: (i) the September 15, 2026 transfer of 169,319 shares of Class B Common Stock from the KE 2025 GRAT to the Reporting Person's spouse in satisfaction of a GRAT annuity payment owed to the Reporting Person's spouse; and (ii) the subsequent September 15, 2026 transfer of 169,318 shares of Class B Common Stock from the Reporting Person's spouse to the KE 2026-2 GRAT.
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 13, 2024 Filed Dec 17, 2024 23:53 UTC | ServiceTitan, Inc. TTAN · Entity 3576 | GrantClass B Common Stock · Derivative | 3,337,937 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-137475 · ownership.xml · derivative · entry 5 Mahdessian Ara · CIK 0001908788 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,337,937 Underlying: Class A Common Stock · 3,337,937 shares Expires not disclosed F4 · derivative.exercise_price: The Class B common stock is convertible into an equal number of shares of Class A common stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. F2 · kind: Following the reclassification of the Issuer's Common Stock into Class A Common Stock, all shares of the Reporting Person's Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock pursuant to an exchange agreement entered into with the Issuer, as previously approved by the Issuer's board of directors. F4 · derivative.exercise_date: The Class B common stock is convertible into an equal number of shares of Class A common stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. F4 · derivative.expiration_date: The Class B common stock is convertible into an equal number of shares of Class A common stock at any time, at the holder's election. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers, or upon the occurrence of certain specified events, in each case as set forth in the Issuer's Amended and Restated Certificate of Incorporation. F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F3 · balance_after: Consists of restricted stock units ("RSUs"), which vest in accordance with the terms of the applicable award. Each RSU represents a contingent right to receive one share of Class B Common Stock. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 23:53 UTC | ServiceTitan, Inc. TTAN · Entity 3576 | Disposition to issuerClass A Common Stock | 614,402 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-137475 · ownership.xml · nonDerivative · entry 4 Mahdessian Ara · CIK 0001908788 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By KE 2024 GRAT Disclosed balance after: 0 F1 · security: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F2 · kind: Following the reclassification of the Issuer's Common Stock into Class A Common Stock, all shares of the Reporting Person's Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock pursuant to an exchange agreement entered into with the Issuer, as previously approved by the Issuer's board of directors. F2 · price: Following the reclassification of the Issuer's Common Stock into Class A Common Stock, all shares of the Reporting Person's Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock pursuant to an exchange agreement entered into with the Issuer, as previously approved by the Issuer's board of directors. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 23:53 UTC | ServiceTitan, Inc. TTAN · Entity 3576 | Disposition to issuerClass A Common Stock | 614,402 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-137475 · ownership.xml · nonDerivative · entry 3 Mahdessian Ara · CIK 0001908788 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By AM 2024 GRAT Disclosed balance after: 0 F1 · security: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F2 · kind: Following the reclassification of the Issuer's Common Stock into Class A Common Stock, all shares of the Reporting Person's Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock pursuant to an exchange agreement entered into with the Issuer, as previously approved by the Issuer's board of directors. F2 · price: Following the reclassification of the Issuer's Common Stock into Class A Common Stock, all shares of the Reporting Person's Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock pursuant to an exchange agreement entered into with the Issuer, as previously approved by the Issuer's board of directors. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 23:53 UTC | ServiceTitan, Inc. TTAN · Entity 3576 | Disposition to issuerClass A Common Stock | 4,915,215 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-137475 · ownership.xml · nonDerivative · entry 2 Mahdessian Ara · CIK 0001908788 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By the AMKE Trust dated February 1, 2019 Disclosed balance after: 0 F1 · security: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F2 · kind: Following the reclassification of the Issuer's Common Stock into Class A Common Stock, all shares of the Reporting Person's Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock pursuant to an exchange agreement entered into with the Issuer, as previously approved by the Issuer's board of directors. F2 · price: Following the reclassification of the Issuer's Common Stock into Class A Common Stock, all shares of the Reporting Person's Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock pursuant to an exchange agreement entered into with the Issuer, as previously approved by the Issuer's board of directors. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 23:53 UTC | ServiceTitan, Inc. TTAN · Entity 3576 | Disposition to issuerClass A Common Stock | 3,337,937 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-137475 · ownership.xml · nonDerivative · entry 1 Mahdessian Ara · CIK 0001908788 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · security: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F2 · kind: Following the reclassification of the Issuer's Common Stock into Class A Common Stock, all shares of the Reporting Person's Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock pursuant to an exchange agreement entered into with the Issuer, as previously approved by the Issuer's board of directors. F3 · shares: Consists of restricted stock units ("RSUs"), which vest in accordance with the terms of the applicable award. Each RSU represents a contingent right to receive one share of Class B Common Stock. F2 · price: Following the reclassification of the Issuer's Common Stock into Class A Common Stock, all shares of the Reporting Person's Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock pursuant to an exchange agreement entered into with the Issuer, as previously approved by the Issuer's board of directors. 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.