Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nu Holdings Ltd.NU · Entity 2979 | Director · Chairman and CEO · 10% owner | July 23, 2026 | July 27, 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.
Nu Holdings Ltd.
Report date July 23, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary shares ("Class A Shares")SEC Table I · non-derivative | Direct | 6,159,381 |
Reported balance
After 2026-07-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-23 · Tax withholding · Disposed 45,690 · Balance 6,159,381 F1: Figure includes 3,100,064 Class A Ordinary Shares underlying unvested Restricted Share Units (RSUs) associated with prior grant(s). Each RSU represents a contingent right to receive one Class A Ordinary share. These RSUs are subject to the Reporting Person's continued service through the vesting date. |
| Class A SharesSEC Table I · non-derivative | IndirectBy Rua California Ltd. | 698,914 |
Reported balance
Holding disclosure · report date 2026-07-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 698,914 F2: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Figure includes 3,100,064 Class A Ordinary Shares underlying unvested Restricted Share Units (RSUs) associated with prior grant(s). Each RSU represents a contingent right to receive one Class A Ordinary share. These RSUs are subject to the Reporting Person's continued service through the vesting date.
F2: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
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 23, 2026 Filed Jul 27, 2026 22:54 UTC | Nu Holdings Ltd. NU · Entity 2979 | Tax withholdingClass A ordinary shares ("Class A Shares") | 45,690 | $13.39 | $611,789.10 |
DisclosureSEC source: 0000950103-26-011220 · ownership.xml · nonDerivative · entry 1 Velez Osorno David · CIK 0001914226 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,159,381 F1 · balance_after: Figure includes 3,100,064 Class A Ordinary Shares underlying unvested Restricted Share Units (RSUs) associated with prior grant(s). Each RSU represents a contingent right to receive one Class A Ordinary share. These RSUs are subject to the Reporting Person's continued service through the vesting date. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 20:10 UTC | Nu Holdings Ltd. NU · Entity 2979 | Tax withholdingClass A ordinary shares ("Class A Shares") | 45,690 | $14.44 | $659,763.60 |
DisclosureSEC source: 0000950103-26-006219 · ownership.xml · nonDerivative · entry 1 Velez Osorno David · CIK 0001914226 · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,205,071 F1 · balance_after: Figure includes 3,480,811 Class A Ordinary Shares underlying unvested Restricted Share Units (RSUs) associated with prior grant(s). Each RSU represents a contingent right to receive one Class A Ordinary share. These RSUs are subject to the Reporting Person's continued service through the 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.