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 |
|---|---|---|---|
| Deferred 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: Represents Deferred Stock Units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Deferred Stock Units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). 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.
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 22:59 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantDeferred Stock Unit · Derivative | 13,993 | $0.00 | $0.00 |
DisclosureSEC source: 0002011525-26-000002 · wk-form4_1785193179.xml · derivative · entry 1 Green Dana R. · CIK 0002011525 · 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: Represents Deferred Stock Units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). 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: Represents Deferred Stock Units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). 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.expiration_date: Represents Deferred Stock Units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). 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. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 21:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 18,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000110 · wk-form4_1749765311.xml · derivative · entry 1 Green Dana R. · CIK 0002011525 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.