Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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. |
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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DIEBOLD NIXDORF, Inc
Report date August 11, 2023 · Filed August 12, 2023
Section 16 reporting ended · disclosed 2023-08-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-08-11 transaction · row 1
1 source rowRow 1 · 2023-08-11 · Other · Disposed 36,274 · Balance 0 F1: Pursuant to the Second Amended Joint Prepackaged Chapter 11 Plan of Reorganization of Diebold Holding Company, LLC and its Debtor Affiliates as revised July 7, 2023 (the "Plan of Reorganization") approved by the issuer's board of directors and confirmed by the United States Bankruptcy Court for the Southern District of Texas, all of the issuer's common shares were cancelled and extinguished on August 11, 2023, the effective date of the Plan of Reorganization, and any rights of any holder in respect thereof were cancelled without any recovery. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Second Amended Joint Prepackaged Chapter 11 Plan of Reorganization of Diebold Holding Company, LLC and its Debtor Affiliates as revised July 7, 2023 (the "Plan of Reorganization") approved by the issuer's board of directors and confirmed by the United States Bankruptcy Court for the Southern District of Texas, all of the issuer's common shares were cancelled and extinguished on August 11, 2023, the effective date of the Plan of Reorganization, and any rights of any holder in respect thereof were cancelled without any recovery.
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 14, 2026 Filed Jul 27, 2026 23:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 13,993 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001892579-26-000006 · wk-form4_1785193302.xml · derivative · entry 1 Borden William A. · CIK 0001892579 · 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 26, 2026 Filed Jun 30, 2026 00:28 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantDeferred Stock Unit · Derivative | 1,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001892579-26-000004 · wk-form4_1782779330.xml · derivative · entry 1 Borden William A. · CIK 0001892579 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,016 Underlying: Common Stock · 1,016 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person has elected to defer compensation in the form of deferred stock units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Pursuant to the terms of the Plan, the reporting person was credited with 1,016 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the second quarter of 2026 divided by the Common Stock closing price of $17.85 on June 26, 2026. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F1 · derivative.exercise_date: The reporting person has elected to defer compensation in the form of deferred stock units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Pursuant to the terms of the Plan, the reporting person was credited with 1,016 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the second quarter of 2026 divided by the Common Stock closing price of $17.85 on June 26, 2026. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F2 · derivative.expiration_date: Not Applicable. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 23:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantDeferred Stock Unit · Derivative | 1,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001892579-26-000002 · wk-form4_1775174151.xml · derivative · entry 6 Borden William A. · CIK 0001892579 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,191 Underlying: Common Stock · 1,191 shares Expires not disclosed F7 · derivative.exercise_price: The reporting person has elected to defer compensation in the form of DSUs under the Plan. Pursuant to the terms of the Plan, the reporting person was credited with 1,191 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the first quarter of 2026 divided by the Common Stock closing price of $15.23 on March 27, 2026. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F7 · derivative.exercise_date: The reporting person has elected to defer compensation in the form of DSUs under the Plan. Pursuant to the terms of the Plan, the reporting person was credited with 1,191 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the first quarter of 2026 divided by the Common Stock closing price of $15.23 on March 27, 2026. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F2 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 29, 2025 Filed Jan 1, 2026 01:23 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantDeferred Stock Unit · Derivative | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001892579-25-000004 · wk-form4_1767230634.xml · derivative · entry 1 Borden William A. · CIK 0001892579 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 670 Underlying: Common Stock · 670 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person has elected to defer compensation in the form of deferred stock units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Pursuant to the terms of the Plan, the reporting person was credited with 670 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the fourth quarter of 2025 divided by the Common Stock closing price of $27.07 on December 26, 2025. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F1 · derivative.exercise_date: The reporting person has elected to defer compensation in the form of deferred stock units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Pursuant to the terms of the Plan, the reporting person was credited with 670 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the fourth quarter of 2025 divided by the Common Stock closing price of $27.07 on December 26, 2025. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F2 · derivative.expiration_date: Not Applicable. Read SEC document |
| September 26, 2025 Filed Apr 2, 2026 23:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantDeferred Stock Unit · Derivative | 648 | $0.00 | $0.00 |
DisclosureSEC source: 0001892579-26-000002 · wk-form4_1775174151.xml · derivative · entry 5 Borden William A. · CIK 0001892579 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 648 Underlying: Common Stock · 648 shares Expires not disclosed F6 · derivative.exercise_price: The reporting person has elected to defer compensation in the form of DSUs under the Plan. Pursuant to the terms of the Plan, the reporting person was credited with 648 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the third quarter of 2025 divided by the Common Stock closing price of $27.98 on September 26, 2025. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F6 · derivative.exercise_date: The reporting person has elected to defer compensation in the form of DSUs under the Plan. Pursuant to the terms of the Plan, the reporting person was credited with 648 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the third quarter of 2025 divided by the Common Stock closing price of $27.98 on September 26, 2025. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F2 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 27, 2025 Filed Apr 2, 2026 23:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantDeferred Stock Unit · Derivative | 1,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001892579-26-000002 · wk-form4_1775174151.xml · derivative · entry 4 Borden William A. · CIK 0001892579 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,233 Underlying: Common Stock · 1,233 shares Expires not disclosed F5 · derivative.exercise_price: The reporting person has elected to defer compensation in the form of DSUs under the Plan. Pursuant to the terms of the Plan, the reporting person was credited with 1,233 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the second quarter of 2025 divided by the Common Stock closing price of $14.71 on June 27, 2025. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F5 · derivative.exercise_date: The reporting person has elected to defer compensation in the form of DSUs under the Plan. Pursuant to the terms of the Plan, the reporting person was credited with 1,233 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the second quarter of 2025 divided by the Common Stock closing price of $14.71 on June 27, 2025. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F2 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 21:54 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 18,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000108 · wk-form4_1749765257.xml · derivative · entry 1 Borden William A. · CIK 0001892579 · 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 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 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 22:47 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 35,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-25-000090 · wk-form4_1748990860.xml · derivative · entry 2 Borden William A. · CIK 0001892579 · 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 22:47 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 35,034 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000090 · wk-form4_1748990860.xml · nonDerivative · entry 1 Borden William A. · CIK 0001892579 · 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 |
| March 25, 2025 Filed Apr 2, 2026 23:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantDeferred Stock Unit · Derivative | 1,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001892579-26-000002 · wk-form4_1775174151.xml · derivative · entry 3 Borden William A. · CIK 0001892579 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,404 Underlying: Common Stock · 1,404 shares Expires not disclosed F4 · derivative.exercise_price: The reporting person has elected to defer compensation in the form of DSUs under the Plan. Pursuant to the terms of the Plan, the reporting person was credited with 1,404 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the first quarter of 2025 divided by the Common Stock closing price of $12.65 on March 25, 2025. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F4 · derivative.exercise_date: The reporting person has elected to defer compensation in the form of DSUs under the Plan. Pursuant to the terms of the Plan, the reporting person was credited with 1,404 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the first quarter of 2025 divided by the Common Stock closing price of $12.65 on March 25, 2025. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F2 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 27, 2024 Filed Apr 2, 2026 23:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantDeferred Stock Unit · Derivative | 1,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001892579-26-000002 · wk-form4_1775174151.xml · derivative · entry 2 Borden William A. · CIK 0001892579 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,752 Underlying: Common Stock · 1,752 shares Expires not disclosed F3 · derivative.exercise_price: The reporting person has elected to defer compensation in the form of DSUs under the Plan. Pursuant to the terms of the Plan, the reporting person was credited with 1,752 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the fourth quarter of 2024 divided by the Common Stock closing price of $7.14 on December 27, 2024. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F3 · derivative.exercise_date: The reporting person has elected to defer compensation in the form of DSUs under the Plan. Pursuant to the terms of the Plan, the reporting person was credited with 1,752 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the fourth quarter of 2024 divided by the Common Stock closing price of $7.14 on December 27, 2024. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F2 · derivative.expiration_date: Not Applicable. Read SEC document |
| September 27, 2024 Filed Apr 2, 2026 23:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantDeferred Stock Unit · Derivative | 1,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001892579-26-000002 · wk-form4_1775174151.xml · derivative · entry 1 Borden William A. · CIK 0001892579 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,752 Underlying: Common Stock · 1,752 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person has elected to defer compensation in the form of deferred stock units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Pursuant to the terms of the Plan, the reporting person was credited with 1,752 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the third quarter of 2024 divided by the Common Stock closing price of $7.14 on September 27, 2024. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F1 · derivative.exercise_date: The reporting person has elected to defer compensation in the form of deferred stock units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Pursuant to the terms of the Plan, the reporting person was credited with 1,752 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the third quarter of 2024 divided by the Common Stock closing price of $7.14 on September 27, 2024. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan. F2 · derivative.expiration_date: Not Applicable. Read SEC document |
| August 11, 2023 Filed Aug 12, 2023 00:56 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | OtherCommon Shares | 36,274 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018085 · doc4.xml · nonDerivative · entry 1 Borden William A. · CIK 0001892579 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Second Amended Joint Prepackaged Chapter 11 Plan of Reorganization of Diebold Holding Company, LLC and its Debtor Affiliates as revised July 7, 2023 (the "Plan of Reorganization") approved by the issuer's board of directors and confirmed by the United States Bankruptcy Court for the Southern District of Texas, all of the issuer's common shares were cancelled and extinguished on August 11, 2023, the effective date of the Plan of Reorganization, and any rights of any holder in respect thereof were cancelled without any recovery. Read SEC document |
| May 06, 2022 Filed May 10, 2022 20:56 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 30,928 | $0.00 | $0.00 |
DisclosureSEC source: 0000028823-22-000083 · wf-form4_165221615845538.xml · nonDerivative · entry 1 Borden William A. · CIK 0001892579 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,274 F1 · shares: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock. F2 · balance_after: Number includes restricted stock units. Read SEC document |
| November 16, 2021 Filed Nov 16, 2021 21:59 UTC | DIEBOLD NIXDORF, Inc DBD · Entity 4421 | GrantCommon Shares | 5,346 | $0.00 | $0.00 |
DisclosureSEC source: 0000028823-21-000147 · wf-form4_163709996630412.xml · nonDerivative · entry 1 Borden William A. · CIK 0001892579 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,346 F1 · shares: Award of restricted stock units; each restricted stock unit represents a contingent right to receive one share of Diebold Nixdorf, Incorporated common stock. F2 · balance_after: Number includes restricted stock units. 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.