Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BITGO HOLDINGS, INC.BTGO · Entity 5106 | Chief Compliance Officer | July 22, 2026 | July 28, 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.
BITGO HOLDINGS, INC.
Report date July 22, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock Units (Cash-settled Restricted Stock Units)SEC Table II · derivative / convertible security | Direct | 5,217 |
Reported balance
After 2026-07-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-22 · Exercise / conversion · Disposed 261 · Balance 5,217 F1: Each phantom stock unit (each a "Unit") represents the economic equivalent of one share of the Issuer's Class A common stock. On July 24, 2026, certain Units held by the Reporting Person were settled for cash as described in footnotes (2) and (4) to this Form 4. F2: The reported transaction represents the vesting of 261 Units on July 22, 2026, which transaction settled on July 24, 2026. The remaining 5,217 Units vest in substantially equal monthly installments through March 1, 2028, subject to the Reporting Person's provision of service to the Issuer on each vesting date. F3: This award does not expire; it either vests or is canceled prior to the vesting date. |
| Phantom Stock Units (Cash-settled Restricted Stock Units)SEC Table II · derivative / convertible security | Direct | 23,445 |
Reported balance
After 2026-07-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-22 · Exercise / conversion · Disposed 782 · Balance 23,445 F1: Each phantom stock unit (each a "Unit") represents the economic equivalent of one share of the Issuer's Class A common stock. On July 24, 2026, certain Units held by the Reporting Person were settled for cash as described in footnotes (2) and (4) to this Form 4. F4: The reported transaction represents the vesting of 782 Units on July 22, 2026, which transaction settled on July 24, 2026. The remaining 23,445 Units vest in substantially equal monthly installments through December 18, 2028, subject to the Reporting Person's provision of service to the Issuer on each vesting date. F3: This award does not expire; it either vests or is canceled prior to the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit (each a "Unit") represents the economic equivalent of one share of the Issuer's Class A common stock. On July 24, 2026, certain Units held by the Reporting Person were settled for cash as described in footnotes (2) and (4) to this Form 4.
F2: The reported transaction represents the vesting of 261 Units on July 22, 2026, which transaction settled on July 24, 2026. The remaining 5,217 Units vest in substantially equal monthly installments through March 1, 2028, subject to the Reporting Person's provision of service to the Issuer on each vesting date.
F3: This award does not expire; it either vests or is canceled prior to the vesting date.
F4: The reported transaction represents the vesting of 782 Units on July 22, 2026, which transaction settled on July 24, 2026. The remaining 23,445 Units vest in substantially equal monthly installments through December 18, 2028, subject to the Reporting Person's provision of service to the Issuer on each vesting date.
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 |
|---|---|---|---|---|---|---|
| July 22, 2026 Filed Jul 28, 2026 23:09 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | Exercise / conversionPhantom Stock Units (Cash-settled Restricted Stock Units) · Derivative | 782 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002083617-26-000012 · form4-07282026_110742.xml · derivative · entry 2 Horowitz Jeff Peter · CIK 0002083617 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,445 Underlying: Class A Common Stock · 782 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: Each phantom stock unit (each a "Unit") represents the economic equivalent of one share of the Issuer's Class A common stock. On July 24, 2026, certain Units held by the Reporting Person were settled for cash as described in footnotes (2) and (4) to this Form 4. F1 · price: Each phantom stock unit (each a "Unit") represents the economic equivalent of one share of the Issuer's Class A common stock. On July 24, 2026, certain Units held by the Reporting Person were settled for cash as described in footnotes (2) and (4) to this Form 4. F4 · derivative.exercise_date: The reported transaction represents the vesting of 782 Units on July 22, 2026, which transaction settled on July 24, 2026. The remaining 23,445 Units vest in substantially equal monthly installments through December 18, 2028, subject to the Reporting Person's provision of service to the Issuer on each vesting date. F3 · derivative.expiration_date: This award does not expire; it either vests or is canceled prior to the vesting date. Read SEC document |
| July 22, 2026 Filed Jul 28, 2026 23:09 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | Exercise / conversionPhantom Stock Units (Cash-settled Restricted Stock Units) · Derivative | 261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002083617-26-000012 · form4-07282026_110742.xml · derivative · entry 1 Horowitz Jeff Peter · CIK 0002083617 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,217 Underlying: Class A Common Stock · 261 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: Each phantom stock unit (each a "Unit") represents the economic equivalent of one share of the Issuer's Class A common stock. On July 24, 2026, certain Units held by the Reporting Person were settled for cash as described in footnotes (2) and (4) to this Form 4. F1 · price: Each phantom stock unit (each a "Unit") represents the economic equivalent of one share of the Issuer's Class A common stock. On July 24, 2026, certain Units held by the Reporting Person were settled for cash as described in footnotes (2) and (4) to this Form 4. F2 · derivative.exercise_date: The reported transaction represents the vesting of 261 Units on July 22, 2026, which transaction settled on July 24, 2026. The remaining 5,217 Units vest in substantially equal monthly installments through March 1, 2028, subject to the Reporting Person's provision of service to the Issuer on each vesting date. F3 · derivative.expiration_date: This award does not expire; it either vests or is canceled prior to the vesting date. Read SEC document |
| May 22, 2026 Filed Jun 12, 2026 21:11 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | Exercise / conversionPhantom Stock Units (Cash-settled Restricted Stock Units) · Derivative | 1,563 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002083617-26-000010 · form4-06122026_090638.xml · derivative · entry 3 Horowitz Jeff Peter · CIK 0002083617 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,227 Underlying: Class A Common Stock · 1,563 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: Each phantom stock unit (each a "Unit") represents the economic equivalent of one share of the Issuer's Class A common stock. On May 22, 2026, certain Units held by the Reporting Person were settled for cash as described in footnotes (2) and (4) to this Form 4. F1 · price: Each phantom stock unit (each a "Unit") represents the economic equivalent of one share of the Issuer's Class A common stock. On May 22, 2026, certain Units held by the Reporting Person were settled for cash as described in footnotes (2) and (4) to this Form 4. F4 · derivative.exercise_date: The reported transaction represents the vesting of 782 Units on April 18, 2026 and 781 Units on May 18, 2026, which transaction settled on May 22, 2026. The remaining 24,227 Units vest in substantially equal monthly installments.through December 18, 2028, subject to the Reporting Person's provision of service to the Issuer on each vesting date. F3 · derivative.expiration_date: This award does not expire; it either vests or is canceled prior to the vesting date. Read SEC document |
| May 22, 2026 Filed Jun 12, 2026 21:11 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | Exercise / conversionPhantom Stock Units (Cash-settled Restricted Stock Units) · Derivative | 521 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002083617-26-000010 · form4-06122026_090638.xml · derivative · entry 2 Horowitz Jeff Peter · CIK 0002083617 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,478 Underlying: Class A Common Stock · 521 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: Each phantom stock unit (each a "Unit") represents the economic equivalent of one share of the Issuer's Class A common stock. On May 22, 2026, certain Units held by the Reporting Person were settled for cash as described in footnotes (2) and (4) to this Form 4. F1 · price: Each phantom stock unit (each a "Unit") represents the economic equivalent of one share of the Issuer's Class A common stock. On May 22, 2026, certain Units held by the Reporting Person were settled for cash as described in footnotes (2) and (4) to this Form 4. F2 · derivative.exercise_date: The reported transaction represents the vesting of 260 Units on April 1, 2026 and 261 Units on May 1, 2026, which transaction settled on May 22, 2026. The remaining 5,478 Units vest in substantially equal monthly installments.through March 1, 2028, subject to the Reporting Person's provision of service to the Issuer on each vesting date. F3 · derivative.expiration_date: This award does not expire; it either vests or is canceled prior to the vesting date. Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 22:09 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | GrantClass A Common Stock | 8,333 | $0.00 | $0.00 |
DisclosureSEC source: 0002083617-26-000008 · form4-04012026_100403.xml · nonDerivative · entry 1 Horowitz Jeff Peter · CIK 0002083617 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319,451 F1 · date: Represents an award of restricted stock units ("RSUs") that vests in accordance with the terms of the award. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| January 23, 2026 Filed Jan 28, 2026 02:17 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | SaleClass A Common Stock | 116,007 | $16.74 | $1,941,957.18 |
DisclosureSEC source: 0002083617-26-000006 · form4-01282026_020107.xml · nonDerivative · entry 1 Horowitz Jeff Peter · CIK 0002083617 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 311,118 Read SEC document |
| January 21, 2026 Filed Jan 24, 2026 00:42 UTC | BITGO HOLDINGS, INC. BTGO · Entity 5106 | Disposition to issuerClass A Common Stock | 15,885 | $0.00 | $0.00 |
DisclosureSEC source: 0002083617-26-000004 · form4-01242026_120153.xml · nonDerivative · entry 1 Horowitz Jeff Peter · CIK 0002083617 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427,125 F1 · kind: The reported transaction represents vested restricted stock units that settled in cash upon the effectiveness of the Issuer's initial public offering, and the transaction is reported pursuant to Rule 16b-3(e). 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.