Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Viant Technology Inc.DSP · Entity 5081 | 10% owner | July 21, 2026 | July 24, 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.
Viant Technology Inc.
Report date July 21, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-07-23 transaction · row 5
4 source rows · reconciled sequenceRow 1 · 2026-07-21 · Exercise / conversion · Acquired 37,500 · Balance 37,500 F1: The Class B Units of Viant Technology LLC ("Class B Units") are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A common stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be automatically cancelled. Row 3 · 2026-07-21 · Sale · Disposed 9,588 · Balance 27,912 F3: Shares sold pursuant to a 10b5-1 plan adopted by Capital V LLC on March 18, 2025, as amended on September 17, 2025. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.53 to $12.03. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 4 · 2026-07-22 · Sale · Disposed 15,000 · Balance 12,912 F3: Shares sold pursuant to a 10b5-1 plan adopted by Capital V LLC on March 18, 2025, as amended on September 17, 2025. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.77 to $11.69. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 5 · 2026-07-23 · Sale · Disposed 12,912 · Balance 0 F3: Shares sold pursuant to a 10b5-1 plan adopted by Capital V LLC on March 18, 2025, as amended on September 17, 2025. F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.17 to $10.81. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class B Common StockSEC Table I · non-derivative | Direct | 27,209,326 |
Reported balance
After 2026-07-21 transaction · row 2
1 source rowRow 2 · 2026-07-21 · Disposition to issuer · Disposed 37,500 · Balance 27,209,326 F2: Reflects the cancellation for no consideration of a number of shares of Class B common stock of the Issuer in connection with the redemption by the Reporting Person of an equal number of Class B Units for Class A common stock. |
| Class B UnitsSEC Table II · derivative / convertible security | Direct | 27,209,326 |
Reported balance
After 2026-07-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-07-21 · Exercise / conversion · Disposed 37,500 · Balance 27,209,326 F1: The Class B Units of Viant Technology LLC ("Class B Units") are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A common stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be automatically cancelled. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B Units of Viant Technology LLC ("Class B Units") are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A common stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be automatically cancelled.
F2: Reflects the cancellation for no consideration of a number of shares of Class B common stock of the Issuer in connection with the redemption by the Reporting Person of an equal number of Class B Units for Class A common stock.
F3: Shares sold pursuant to a 10b5-1 plan adopted by Capital V LLC on March 18, 2025, as amended on September 17, 2025.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.53 to $12.03. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.77 to $11.69. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.17 to $10.81. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
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 |
|---|---|---|---|---|---|---|
| September 16, 2025 Filed Sep 17, 2025 22:39 UTC | Viant Technology Inc. DSP · Entity 5081 | Disposition to issuerClass B Common Stock | 941,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001844767-25-000005 · wk-form4_1758148771.xml · nonDerivative · entry 2 Capital V LLC · CIK 0001844767 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,509,326 F2 · kind: Reflects the cancellation for no consideration of a number of shares of Class B common stock of the Issuer in connection with the redemption by the Reporting Person of an equal number of Class B Units for Class A common stock. F2 · price: Reflects the cancellation for no consideration of a number of shares of Class B common stock of the Issuer in connection with the redemption by the Reporting Person of an equal number of Class B Units for Class A common stock. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 22:39 UTC | Viant Technology Inc. DSP · Entity 5081 | Exercise / conversionClass A Common Stock | 941,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001844767-25-000005 · wk-form4_1758148771.xml · nonDerivative · entry 1 Capital V LLC · CIK 0001844767 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 941,777 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 · kind: The Class B Units of Viant Technology LLC are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A common stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be automatically cancelled. F1 · price: The Class B Units of Viant Technology LLC are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A common stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be automatically cancelled. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:24 UTC | Viant Technology Inc. DSP · Entity 5081 | Exercise / conversionClass B Units · Derivative | 910,232 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006303 · doc4.xml · derivative · entry 4 Four Brothers 2 LLC · CIK 0001844767 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,451,103 Underlying: Class A Common Stock · 910,232 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 · shares: Reflects the exchange of Class B Units into shares of Class A Common Stock of the Issuer. Upon the exchange, the corresponding shares of Class B Common Stock were automatically cancelled. F3 · derivative.exercise_date: The Class B Units of Viant Technology LLC are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically cancelled. F3 · derivative.expiration_date: The Class B Units of Viant Technology LLC are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically cancelled. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:24 UTC | Viant Technology Inc. DSP · Entity 5081 | SaleClass A Common Stock | 910,232 | $25.00 | $22,755,800.00 |
DisclosureSEC source: 0000899243-21-006303 · doc4.xml · nonDerivative · entry 2 Four Brothers 2 LLC · CIK 0001844767 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: In connection with the Issuer's initial public offering, the Reporting Person sold 910,232 shares of Class A Common Stock to the underwriters. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:24 UTC | Viant Technology Inc. DSP · Entity 5081 | Exercise / conversionClass A Common Stock | 910,232 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006303 · doc4.xml · nonDerivative · entry 1 Four Brothers 2 LLC · CIK 0001844767 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 910,232 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 · shares: Reflects the exchange of Class B Units into shares of Class A Common Stock of the Issuer. Upon the exchange, the corresponding shares of Class B Common Stock were automatically cancelled. 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.