Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Gloo Holdings, Inc.GLOO · Entity 6042 | Director · President and CEO · 10% owner | July 10, 2026 | July 10, 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.
Gloo Holdings, Inc.
Report date July 10, 2026 · Filed July 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 1,523,309 |
Reported balance
After 2026-07-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-10 · Purchase · Acquired 1,076,923 · Balance 1,523,309 F1: On July 8, 2026, Gloo Holdings, Inc. (the "Issuer") entered into an underwriting agreement in connection with a firm commitment underwritten public offering (the "Offering"), which closed on July 10, 2026. Pearl Street Trust purchased 1,076,923 shares of the Issuer's Class A common stock in the Offering at the public offering price of $3.25 per share. F2: Shares held of record by Pearl Street Trust. Scott Beck and his spouse are trustees of Pearl Street Trust and may be deemed to have beneficial ownership of such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 29,029,209 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 29,029,209 F3: The Class B common stock is convertible at any time, at the holder's election, into Class A common stock on a 1:1 basis and has no expiration date. F2: Shares held of record by Pearl Street Trust. Scott Beck and his spouse are trustees of Pearl Street Trust and may be deemed to have beneficial ownership of such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 1,833,333 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,833,333 F3: The Class B common stock is convertible at any time, at the holder's election, into Class A common stock on a 1:1 basis and has no expiration date. F4: Shares held of record by The Theresa Beck 2020 Irrevocable Trust dated May 30, 2020. Mr. Beck is the trustee of The Theresa Beck 2020 Irrevocable Trust dated May 30, 2020 and may be deemed to have beneficial ownership of such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 500,000 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 500,000 F3: The Class B common stock is convertible at any time, at the holder's election, into Class A common stock on a 1:1 basis and has no expiration date. F5: Shares held of record by The Scott A. Beck 2025 Irrevocable Trust. Mr. Beck is the trustee of The Scott A. Beck 2025 Irrevocable Trust and may be deemed to have beneficial ownership of such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 88,889 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 88,889 F3: The Class B common stock is convertible at any time, at the holder's election, into Class A common stock on a 1:1 basis and has no expiration date. F6: Shares of held of record by Bowanabee Foundation. Mr. Beck is a director of Bowanabee Foundation and may be deemed to have beneficial ownership of such shares. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 1,166,666 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,166,666 F3: The Class B common stock is convertible at any time, at the holder's election, into Class A common stock on a 1:1 basis and has no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 8, 2026, Gloo Holdings, Inc. (the "Issuer") entered into an underwriting agreement in connection with a firm commitment underwritten public offering (the "Offering"), which closed on July 10, 2026. Pearl Street Trust purchased 1,076,923 shares of the Issuer's Class A common stock in the Offering at the public offering price of $3.25 per share.
F2: Shares held of record by Pearl Street Trust. Scott Beck and his spouse are trustees of Pearl Street Trust and may be deemed to have beneficial ownership of such shares.
F3: The Class B common stock is convertible at any time, at the holder's election, into Class A common stock on a 1:1 basis and has no expiration date.
F4: Shares held of record by The Theresa Beck 2020 Irrevocable Trust dated May 30, 2020. Mr. Beck is the trustee of The Theresa Beck 2020 Irrevocable Trust dated May 30, 2020 and may be deemed to have beneficial ownership of such shares.
F5: Shares held of record by The Scott A. Beck 2025 Irrevocable Trust. Mr. Beck is the trustee of The Scott A. Beck 2025 Irrevocable Trust and may be deemed to have beneficial ownership of such shares.
F6: Shares of held of record by Bowanabee Foundation. Mr. Beck is a director of Bowanabee Foundation and may be deemed to have beneficial ownership of such shares.
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 10, 2026 Filed Jul 10, 2026 21:02 UTC | Gloo Holdings, Inc. GLOO · Entity 6042 | PurchaseClass A Common Stock | 1,076,923 | $3.25 | $3,499,999.75 |
DisclosureSEC source: 0002093315-26-000008 · form4-07102026_090758.xml · nonDerivative · entry 1 Beck Scott Arthur · CIK 0002093315 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,523,309 F1 · shares: On July 8, 2026, Gloo Holdings, Inc. (the "Issuer") entered into an underwriting agreement in connection with a firm commitment underwritten public offering (the "Offering"), which closed on July 10, 2026. Pearl Street Trust purchased 1,076,923 shares of the Issuer's Class A common stock in the Offering at the public offering price of $3.25 per share. F2 · ownership.nature: Shares held of record by Pearl Street Trust. Scott Beck and his spouse are trustees of Pearl Street Trust and may be deemed to have beneficial ownership of such shares. Read SEC document |
| April 20, 2026 Filed Apr 20, 2026 21:54 UTC | Gloo Holdings, Inc. GLOO · Entity 6042 | PurchaseClass A Common Stock | 2,800 | $7.98 | $22,344.00 |
DisclosureSEC source: 0002093315-26-000006 · form4-04202026_090419.xml · nonDerivative · entry 2 Beck Scott Arthur · CIK 0002093315 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 446,386 F3 · price: The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares purchased. These shares were purchased in multiple transactions at prices ranging from $7.95 to $8.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the SEC staff, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. F2 · ownership.nature: Shares held of record by Pearl Street Trust. Scott Beck and his spouse are trustees of Pearl Street Trust and may be deemed to have beneficial ownership of such shares. Read SEC document |
| April 17, 2026 Filed Apr 20, 2026 21:54 UTC | Gloo Holdings, Inc. GLOO · Entity 6042 | PurchaseClass A Common Stock | 3,700 | $7.97 | $29,489.00 |
DisclosureSEC source: 0002093315-26-000006 · form4-04202026_090419.xml · nonDerivative · entry 1 Beck Scott Arthur · CIK 0002093315 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 443,586 F1 · price: The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares purchased. These shares were purchased in multiple transactions at prices ranging from $7.81 to $8.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the SEC staff, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. F2 · ownership.nature: Shares held of record by Pearl Street Trust. Scott Beck and his spouse are trustees of Pearl Street Trust and may be deemed to have beneficial ownership of such shares. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 00:51 UTC | Gloo Holdings, Inc. GLOO · Entity 6042 | PurchaseClass A Common Stock | 27,386 | $7.23 | $198,000.78 |
DisclosureSEC source: 0002093315-26-000004 · form4-04172026_120427.xml · nonDerivative · entry 1 Beck Scott Arthur · CIK 0002093315 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 439,886 F1 · price: The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares purchased. These shares were purchased in multiple transactions at prices ranging from $6.55 to $7.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the SEC staff, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. F2 · ownership.nature: Shares held of record by Pearl Street Trust. Scott Beck and his spouse are trustees of Pearl Street Trust and may be deemed to have beneficial ownership of such shares. Read SEC document |
| November 20, 2025 Filed Nov 20, 2025 23:16 UTC | Gloo Holdings, Inc. GLOO · Entity 6042 | ConversionClass B Common Stock · Derivative | 15,984,099 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002093315-25-000005 · form4-11202025_111120.xml · derivative · entry 2 Beck Scott Arthur · CIK 0002093315 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 28,759,750 Underlying: Class A Common Stock · 15,984,099 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. F3 · security: Represents shares of Class B common stock issued pursuant to the terms of the Gloo Holdings, LLC omnibus amendment to the amended and restated note purchase agreement and secured promissory notes dated October 23, 2025. Immediately prior to the closing of the initial public offering of Gloo Holdings, Inc., all outstanding principal and accrued but unpaid interest, including both PIK and unpaid coupon interest, of the convertible notes automatically converted into shares of Class B common stock of Gloo Holdings, Inc. at the lesser of (a) 80.0% of the initial public offering price or (b) $30.00 per share. The Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis and has no expiration date. F3 · derivative.exercise_price: Represents shares of Class B common stock issued pursuant to the terms of the Gloo Holdings, LLC omnibus amendment to the amended and restated note purchase agreement and secured promissory notes dated October 23, 2025. Immediately prior to the closing of the initial public offering of Gloo Holdings, Inc., all outstanding principal and accrued but unpaid interest, including both PIK and unpaid coupon interest, of the convertible notes automatically converted into shares of Class B common stock of Gloo Holdings, Inc. at the lesser of (a) 80.0% of the initial public offering price or (b) $30.00 per share. The Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis and has no expiration date. F3 · price: Represents shares of Class B common stock issued pursuant to the terms of the Gloo Holdings, LLC omnibus amendment to the amended and restated note purchase agreement and secured promissory notes dated October 23, 2025. Immediately prior to the closing of the initial public offering of Gloo Holdings, Inc., all outstanding principal and accrued but unpaid interest, including both PIK and unpaid coupon interest, of the convertible notes automatically converted into shares of Class B common stock of Gloo Holdings, Inc. at the lesser of (a) 80.0% of the initial public offering price or (b) $30.00 per share. The Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis and has no expiration date. F3 · derivative.exercise_date: Represents shares of Class B common stock issued pursuant to the terms of the Gloo Holdings, LLC omnibus amendment to the amended and restated note purchase agreement and secured promissory notes dated October 23, 2025. Immediately prior to the closing of the initial public offering of Gloo Holdings, Inc., all outstanding principal and accrued but unpaid interest, including both PIK and unpaid coupon interest, of the convertible notes automatically converted into shares of Class B common stock of Gloo Holdings, Inc. at the lesser of (a) 80.0% of the initial public offering price or (b) $30.00 per share. The Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis and has no expiration date. F3 · derivative.expiration_date: Represents shares of Class B common stock issued pursuant to the terms of the Gloo Holdings, LLC omnibus amendment to the amended and restated note purchase agreement and secured promissory notes dated October 23, 2025. Immediately prior to the closing of the initial public offering of Gloo Holdings, Inc., all outstanding principal and accrued but unpaid interest, including both PIK and unpaid coupon interest, of the convertible notes automatically converted into shares of Class B common stock of Gloo Holdings, Inc. at the lesser of (a) 80.0% of the initial public offering price or (b) $30.00 per share. The Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis and has no expiration date. F2 · ownership.nature: Shares held of record by Pearl Street Trust. Read SEC document |
| November 20, 2025 Filed Nov 20, 2025 23:16 UTC | Gloo Holdings, Inc. GLOO · Entity 6042 | PurchaseClass A Common Stock | 412,500 | $8.00 | $3,300,000.00 |
DisclosureSEC source: 0002093315-25-000005 · form4-11202025_111120.xml · nonDerivative · entry 1 Beck Scott Arthur · CIK 0002093315 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 412,500 F1 · shares: Represents 312,500 shares of Class A common stock acquired by Pearl Street Trust pursuant to an issuer directed allocation in connection with the Issuer's initial public offering. Scott Beck and his spouse are trustees of Pearl Street Trust and may be deemed to have beneficial ownership of such shares. F2 · ownership.nature: Shares held of record by Pearl Street Trust. 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.