Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apollo Realty Income Solutions, Inc.N/A · Entity 54145 | Director | April 01, 2026 | April 02, 2026 |
| ExcelFin Acquisition Corp.XFIN · Entity 108733 | Director | October 20, 2021 | October 20, 2021 |
| SoFi Technologies, Inc.SOFI · Entity 3232 | Director | July 14, 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.
Apollo Realty Income Solutions, Inc.
Report date April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class E Common StockSEC Table I · non-derivative | Direct | 4,753.423 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 1,155.583 · Balance 4,753.423 F1: The Issuer granted these shares to the Reporting Person pursuant to the Issuer's Amended and Restated 2022 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The Issuer granted these shares to the Reporting Person pursuant to the Issuer's Amended and Restated 2022 Equity Incentive Plan.
ExcelFin Acquisition Corp.
Report date October 20, 2021 · Filed October 20, 2021
This filing explicitly reported no securities owned.
SoFi Technologies, Inc.
Report date July 14, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 13,993 |
Reported balance
After 2026-07-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 13,993 · Balance 13,993 F1: 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: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2026 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 13,993 |
Reported balance
After 2026-07-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-17 · Grant · Acquired 13,993 · Balance 13,993 F1: 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: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2026 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2026 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement 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 17, 2026 Filed Jul 27, 2026 23:00 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 13,993 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001887601-26-000006 · wk-form4_1785193222.xml · derivative · entry 2 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,993 Underlying: Common Stock · 13,993 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: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2026 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. F2 · derivative.expiration_date: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2026 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. Read SEC document |
| July 14, 2026 Filed Jul 27, 2026 23:00 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 13,993 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001887601-26-000006 · wk-form4_1785193222.xml · derivative · entry 1 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,993 Underlying: Common Stock · 13,993 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: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2026 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. F2 · derivative.expiration_date: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2026 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 22:44 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 2,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001887601-26-000004 · wk-form4_1782168242.xml · derivative · entry 2 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,823 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_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 1, 2025. F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 1, 2025. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 22:44 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 2,823 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001887601-26-000004 · wk-form4_1782168242.xml · nonDerivative · entry 1 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,281 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 09, 2026 Filed Jun 12, 2026 00:36 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 18,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001887601-26-000002 · wk-form4_1781224588.xml · derivative · entry 4 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,388 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_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 12, 2025. F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 12, 2025. Read SEC document |
| June 09, 2026 Filed Jun 12, 2026 00:36 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 5,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001887601-26-000002 · wk-form4_1781224588.xml · derivative · entry 3 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,149 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_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 12, 2025. F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 12, 2025. Read SEC document |
| June 09, 2026 Filed Jun 12, 2026 00:36 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 18,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001887601-26-000002 · wk-form4_1781224588.xml · nonDerivative · entry 2 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,458 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 09, 2026 Filed Jun 12, 2026 00:36 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 5,149 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001887601-26-000002 · wk-form4_1781224588.xml · nonDerivative · entry 1 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,070 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 |
| April 01, 2026 Filed Apr 2, 2026 23:20 UTC | Apollo Realty Income Solutions, Inc. N/A · Entity 54145 | GrantClass E Common Stock | 1,155.583 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-140801 · ownership.xml · nonDerivative · entry 1 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,753.423 F1 · shares: The Issuer granted these shares to the Reporting Person pursuant to the Issuer's Amended and Restated 2022 Equity Incentive Plan. Read SEC document |
| July 25, 2025 Filed Aug 1, 2025 23:04 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 2,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-25-000174 · wk-form4_1754089487.xml · derivative · entry 1 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,823 Underlying: Common Stock · 2,823 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2025 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. F2 · derivative.expiration_date: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2025 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 21:56 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 18,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000114 · wk-form4_1749765411.xml · derivative · entry 2 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,388 Underlying: Common Stock · 18,388 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: Reflects a grant of RSUs to the Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after June 9, 2025 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. F2 · derivative.expiration_date: Reflects a grant of RSUs to the Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after June 9, 2025 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. Read SEC document |
| June 09, 2025 Filed Jun 12, 2025 21:56 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 5,149 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000114 · wk-form4_1749765411.xml · derivative · entry 1 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,149 Underlying: Common Stock · 5,149 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: Reflects a grant of RSUs to the Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after June 9, 2025 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. F2 · derivative.expiration_date: Reflects a grant of RSUs to the Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after June 9, 2025 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. Read SEC document |
| May 28, 2025 Filed Jun 3, 2025 22:49 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 9,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-25-000094 · wk-form4_1748990974.xml · derivative · entry 4 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,887 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. F3 · derivative.exercise_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on September 11, 2024. F3 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on September 11, 2024. Read SEC document |
| May 28, 2025 Filed Jun 3, 2025 22:49 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 35,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-25-000094 · wk-form4_1748990974.xml · derivative · entry 3 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,034 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_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024. F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024. Read SEC document |
| May 28, 2025 Filed Jun 3, 2025 22:49 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 9,887 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000094 · wk-form4_1748990974.xml · nonDerivative · entry 2 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,921 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 |
| May 28, 2025 Filed Jun 3, 2025 22:49 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 35,034 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000094 · wk-form4_1748990974.xml · nonDerivative · entry 1 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,034 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 |
| April 01, 2025 Filed Apr 3, 2025 20:56 UTC | Apollo Realty Income Solutions, Inc. N/A · Entity 54145 | GrantClass E Common Stock | 1,170.171 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-050542 · ownership.xml · nonDerivative · entry 1 Meltzer Gary · CIK 0001887601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,597.84 F1 · shares: The Issuer granted these shares to the Reporting Person pursuant to the Issuer's Amended and Restated 2022 Equity Incentive Plan. 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.