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.
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 23:02 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 13,993 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001866161-26-000004 · wk-form4_1785193327.xml · derivative · entry 1 Ruzwana Bashir · CIK 0001866161 · 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 09, 2026 Filed Jun 12, 2026 00:39 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 18,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001866161-26-000002 · wk-form4_1781224753.xml · derivative · entry 2 Ruzwana Bashir · CIK 0001866161 · 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 00:39 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 18,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001866161-26-000002 · wk-form4_1781224753.xml · nonDerivative · entry 1 Ruzwana Bashir · CIK 0001866161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,359 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 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: 0001818874-25-000107 · wk-form4_1749765235.xml · derivative · entry 1 Ruzwana Bashir · CIK 0001866161 · 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 |
| 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: 0001818874-25-000089 · wk-form4_1748990834.xml · derivative · entry 2 Ruzwana Bashir · CIK 0001866161 · 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: 0001818874-25-000089 · wk-form4_1748990834.xml · nonDerivative · entry 1 Ruzwana Bashir · CIK 0001866161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,971 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 |
| December 12, 2024 Filed Dec 13, 2024 23:58 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 52,000 | $16.02 | $833,185.60 |
DisclosureSEC source: 0001818874-24-000246 · wk-form4_1734134277.xml · nonDerivative · entry 1 Ruzwana Bashir · CIK 0001866161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,937 F1 · price: The reported transactions were executed in multiple trades. The sale price of $16.0228 reported in Column 4 is the weighted average sale price for the 52,000 shares sold by the Reporting Person within a range of $16.02 to $16.04 per share. The Reporting Person hereby undertakes to provide to the Staff of the SEC, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the price range noted above. Read SEC document |
| May 21, 2024 Filed May 23, 2024 22:09 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 26,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-24-000133 · wk-form4_1716502162.xml · derivative · entry 2 Ruzwana Bashir · CIK 0001866161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,249 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: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. Read SEC document |
| May 21, 2024 Filed May 23, 2024 22:09 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 26,249 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-24-000133 · wk-form4_1716502162.xml · nonDerivative · entry 1 Ruzwana Bashir · CIK 0001866161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,937 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 |
| August 14, 2023 Filed Aug 17, 2023 00:10 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 26,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-029719 · wk-form4_1692231018.xml · derivative · entry 1 Ruzwana Bashir · CIK 0001866161 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,249 Underlying: Common Stock · 26,249 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. 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, 2023 (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, 2023 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 22:12 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 35,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-23-000131 · wf-form4_168695355838273.xml · derivative · entry 2 Ruzwana Bashir · CIK 0001866161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,974 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 a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 17, 2022. F2 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 17, 2022. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 22:12 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 35,974 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-23-000131 · wf-form4_168695355838273.xml · nonDerivative · entry 1 Ruzwana Bashir · CIK 0001866161 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,688 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 |
| August 15, 2022 Filed Aug 17, 2022 23:12 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 35,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-22-000199 · wf-form4_166077792307485.xml · derivative · entry 1 Ruzwana Bashir · CIK 0001866161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,974 Underlying: Common Stock · 35,974 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. 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, 2022 (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, 2022 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 22:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock · Derivative | 15,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-22-000128 · wf-form4_165541682541148.xml · derivative · entry 2 Ruzwana Bashir · CIK 0001866161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,714 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. F2 · derivative.exercise_price: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on September 3, 2021. F2 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on September 3, 2021. F2 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on September 3, 2021. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 22:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 15,714 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-22-000128 · wf-form4_165541682541148.xml · nonDerivative · entry 1 Ruzwana Bashir · CIK 0001866161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,714 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 |
| September 01, 2021 Filed Sep 4, 2021 00:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 15,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-113080 · tm2126991-2_4seq1.xml · derivative · entry 1 Ruzwana Bashir · CIK 0001866161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,714 Underlying: Common Stock · 15,714 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. F2 · derivative.exercise_date: 100% of the RSU award will vest on the earlier of June 14, 2022 and the date of the Issuer's 2022 annual shareholder meeting, subject to the Reporting Person's continued service with the Issuer. F2 · derivative.expiration_date: 100% of the RSU award will vest on the earlier of June 14, 2022 and the date of the Issuer's 2022 annual shareholder meeting, subject to the Reporting Person's continued service with the Issuer. 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.