Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Gloo Holdings, Inc.GLOO · Entity 6042 | Director | 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 | 865,384 |
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 615,384 · Balance 865,384 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. HL American Investments LLC purchased 615,384 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 HL American Investments LLC. Mr. Green is the assistant vice president of investments of HL American Investments LLC and may be deemed to have beneficial ownership of the shares held of record by HL American Investments LLC. |
| Class A Common StockSEC Table I · non-derivative | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 25,000 F3: Represents an equal number of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock on the date it vests. One-half (1/2) of the RSUs will vest on the day of the first annual stockholder meeting following the grant date of the RSUs, or, if earlier, on the one-year anniversary of the grant date and one-half (1/2) of the RSUs will vest on the day of the second annual stockholder meeting following the grant date, or, if earlier, on the two-year anniversary of the grant date, subject to the Reporting Person continuing to be an Outside Director (as defined in the Issuer's Outside Director Compensation Policy) through each such vesting date. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 55,555 |
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 55,555 F4: 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 HL American Investments LLC. Mr. Green is the assistant vice president of investments of HL American Investments LLC and may be deemed to have beneficial ownership of the shares held of record by HL American Investments LLC. |
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. HL American Investments LLC purchased 615,384 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 HL American Investments LLC. Mr. Green is the assistant vice president of investments of HL American Investments LLC and may be deemed to have beneficial ownership of the shares held of record by HL American Investments LLC.
F3: Represents an equal number of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock on the date it vests. One-half (1/2) of the RSUs will vest on the day of the first annual stockholder meeting following the grant date of the RSUs, or, if earlier, on the one-year anniversary of the grant date and one-half (1/2) of the RSUs will vest on the day of the second annual stockholder meeting following the grant date, or, if earlier, on the two-year anniversary of the grant date, subject to the Reporting Person continuing to be an Outside Director (as defined in the Issuer's Outside Director Compensation Policy) through each such vesting date.
F4: 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.
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 21:05 UTC | Gloo Holdings, Inc. GLOO · Entity 6042 | PurchaseClass A Common Stock | 615,384 | $3.25 | $1,999,998.00 |
DisclosureSEC source: 0002093326-26-000002 · form4-07102026_090701.xml · nonDerivative · entry 1 Green Derek Todd · CIK 0002093326 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 865,384 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. HL American Investments LLC purchased 615,384 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 HL American Investments LLC. Mr. Green is the assistant vice president of investments of HL American Investments LLC and may be deemed to have beneficial ownership of the shares held of record by HL American Investments LLC. Read SEC document |
| November 20, 2025 Filed Nov 20, 2025 23:19 UTC | Gloo Holdings, Inc. GLOO · Entity 6042 | GrantClass A Common Stock | 25,000 | $8.00 | $200,000.00 |
DisclosureSEC source: 0002093326-25-000005 · form4-11202025_111144.xml · nonDerivative · entry 2 Green Derek Todd · CIK 0002093326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 F2 · shares: Represents an equal number of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock on the date it vests. One-half (1/2) of the RSUs will vest on the day of the first annual stockholder meeting following the grant date of the RSUs, or, if earlier, on the one-year anniversary of the grant date and one-half (1/2) of the RSUs will vest on the day of the second annual stockholder meeting following the grant date, or, if earlier, on the two-year anniversary of the grant date, subject to the Reporting Person continuing to be an Outside Director (as defined in the Issuer's Outside Director Compensation Policy) through each such vesting date. Read SEC document |
| November 20, 2025 Filed Nov 20, 2025 23:19 UTC | Gloo Holdings, Inc. GLOO · Entity 6042 | PurchaseClass A Common Stock | 250,000 | $8.00 | $2,000,000.00 |
DisclosureSEC source: 0002093326-25-000005 · form4-11202025_111144.xml · nonDerivative · entry 1 Green Derek Todd · CIK 0002093326 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 250,000 F1 · shares: Represents 250,000 shares of Class A common stock acquired by HL American Investments LLC pursuant to an issuer directed allocation in connection with the Issuer's initial public offering. Mr. Green is the assistant vice president of investments of HL American Investments LLC and may be deemed to have beneficial ownership of the shares held of record by HL American Investments LLC. F1 · ownership.nature: Represents 250,000 shares of Class A common stock acquired by HL American Investments LLC pursuant to an issuer directed allocation in connection with the Issuer's initial public offering. Mr. Green is the assistant vice president of investments of HL American Investments LLC and may be deemed to have beneficial ownership of the shares held of record by HL American Investments LLC. 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.