Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Palomar Holdings, Inc.PLMR · Entity 4132 | Director | May 21, 2026 | May 26, 2026 |
| Veritone, Inc.VERI · Entity 6925 | Director | July 07, 2026 | July 09, 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.
Palomar Holdings, Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,030 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 1,304 · Balance 46,030 F1: The amount reported reflects Restricted Stock Units (RSUs) granted to the Reporting Person pursuant to Issuer's 2019 Equity Incentive Plan. Subject to the Reporting Person's continued service, the RSUs shall vest in full upon the earlier to occur of (1) the first anniversary of the Grant Date or (2) the next annual meeting of stockholders of the Company. F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The amount reported reflects Restricted Stock Units (RSUs) granted to the Reporting Person pursuant to Issuer's 2019 Equity Incentive Plan. Subject to the Reporting Person's continued service, the RSUs shall vest in full upon the earlier to occur of (1) the first anniversary of the Grant Date or (2) the next annual meeting of stockholders of the Company.
F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
Veritone, Inc.
Report date July 07, 2026 · Filed July 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 349,416 |
Ending reported balance
After 2026-07-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-07 · Grant · Acquired 120,000 · Balance 229,416 F1: Consists of restricted stock units ("RSUs") representing the right to receive upon vesting a total of 120,000 shares of the issuer's common stock. All such RSUs will vest on the earlier of July 7, 2027, or the day immediately preceding the date of the issuer's 2027 annual meeting of stockholders. Row 2 · 2026-07-07 · Grant · Acquired 120,000 · Balance 349,416 F2: Consists of RSUs representing the right to receive upon vesting a total of 120,000 shares of the issuer's common stock. Fifty percent of such RSUs will vest on the earlier of July 7, 2027, or the day immediately preceding the date of the issuer's 2027 annual meeting of stockholders and 50% of such RSUs will vest on March 14, 2028. |
| Common StockSEC Table I · non-derivative | IndirectHeld in Family Trust | 70,848 |
Reported balance
Holding disclosure · report date 2026-07-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 70,848 F3: Shares are held by reporting person and his spouse as trustees of a family trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs") representing the right to receive upon vesting a total of 120,000 shares of the issuer's common stock. All such RSUs will vest on the earlier of July 7, 2027, or the day immediately preceding the date of the issuer's 2027 annual meeting of stockholders.
F2: Consists of RSUs representing the right to receive upon vesting a total of 120,000 shares of the issuer's common stock. Fifty percent of such RSUs will vest on the earlier of July 7, 2027, or the day immediately preceding the date of the issuer's 2027 annual meeting of stockholders and 50% of such RSUs will vest on March 14, 2028.
F3: Shares are held by reporting person and his spouse as trustees of a family trust.
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 07, 2026 Filed Jul 9, 2026 21:20 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001772375-26-000002 · form4-07092026_090737.xml · nonDerivative · entry 2 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 349,416 F2 · shares: Consists of RSUs representing the right to receive upon vesting a total of 120,000 shares of the issuer's common stock. Fifty percent of such RSUs will vest on the earlier of July 7, 2027, or the day immediately preceding the date of the issuer's 2027 annual meeting of stockholders and 50% of such RSUs will vest on March 14, 2028. Read SEC document |
| July 07, 2026 Filed Jul 9, 2026 21:20 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001772375-26-000002 · form4-07092026_090737.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,416 F1 · shares: Consists of restricted stock units ("RSUs") representing the right to receive upon vesting a total of 120,000 shares of the issuer's common stock. All such RSUs will vest on the earlier of July 7, 2027, or the day immediately preceding the date of the issuer's 2027 annual meeting of stockholders. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:46 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GrantCommon Stock | 1,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-006739 · marketforms-73261.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,030 F1 · shares: The amount reported reflects Restricted Stock Units (RSUs) granted to the Reporting Person pursuant to Issuer's 2019 Equity Incentive Plan. Subject to the Reporting Person's continued service, the RSUs shall vest in full upon the earlier to occur of (1) the first anniversary of the Grant Date or (2) the next annual meeting of stockholders of the Company. F2 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 19, 2025 Filed Aug 19, 2025 23:35 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | PurchaseCommon Stock | 500 | $120.76 | $60,380.00 |
DisclosureSEC source: 0001214659-25-012459 · marketforms-70314.xml · nonDerivative · entry 2 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,726 Read SEC document |
| August 18, 2025 Filed Aug 19, 2025 23:35 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | PurchaseCommon Stock | 500 | $121.14 | $60,570.00 |
DisclosureSEC source: 0001214659-25-012459 · marketforms-70314.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,226 Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 21:00 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-017245 · form4-06132025_050641.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,416 F1 · shares: Consists of restricted stock units ("RSUs") representing the right to receive upon vesting a total of 30,000 shares of the issuer's common stock. All such RSUs will vest on the earlier of June 13, 2026, or the day immediately preceding the date of the issuer's 2026 annual meeting of stockholders. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:15 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GrantCommon Stock | 715 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-008390 · marketforms-69681.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,726 F1 · shares: The amount reported reflects Restricted Stock Units (RSUs) granted to the Reporting Person pursuant to Issuer's 2019 Equity Incentive Plan. Subject to the Reporting Person's continued service, the RSUs shall vest in full upon the earlier to occur of (1) the first anniversary of the Grant Date or (2) the next annual meeting of stockholders of the Company. F2 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 21:00 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-017235 · form4-06172024_050607.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,264 F1 · shares: Consists of restricted stock units ("RSUs") representing the right to receive upon vesting a total of 30,000 shares of the issuer's common stock. All such RSUs will vest on the earlier of June 13, 2025, or the day immediately preceding the date of the issuer's 2025 annual meeting of stockholders. Read SEC document |
| May 23, 2024 Filed May 24, 2024 20:20 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GrantCommon Stock | 1,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-009939 · marketforms-66035.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,011 F1 · shares: The amount reported reflects Restricted Stock Units (RSUs) granted to the Reporting Person pursuant to Issuer's 2019 Equity Incentive Plan. Subject to the Reporting Person's continued service, the RSUs shall vest in full upon the earlier to occur of (1) the first anniversary of the Grant Date or (2) the next annual meeting of stockholders of the Company. F2 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 23:11 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 37,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036483 · doc4.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,264 F1 · shares: Consists of restricted stock units ("RSUs") representing the right to receive upon vesting a total of 37,220 shares of the issuer's common stock. All such RSUs will vest on the earlier of June 8, 2024 or the day immediately preceding the date of the issuer's 2024 annual meeting of stockholders. Read SEC document |
| May 25, 2023 Filed May 26, 2023 15:03 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GrantCommon Stock | 1,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-007857 · marketforms-61630.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,787 F1 · shares: The amount reported reflects Restricted Stock Units (RSUs) granted to the Reporting Person pursuant to Issuer's 2019 Equity Incentive Plan. Subject to the Reporting Person's continued service, the RSUs shall vest in full upon the first anniversary of the Grant Date. F2 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 17, 2022 Filed Jun 23, 2022 01:15 UTC | Veritone, Inc. VERI · Entity 6925 | GrantStock Option (Right to Buy) · Derivative | 6,571 | $0.00 Strike: $6.15 | $0.00 |
DisclosureSEC source: 0000899243-22-023669 · doc4.xml · derivative · entry 3 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,571 Underlying: Common Stock · 6,571 shares Expires 2032-06-17 F3 · derivative.exercise_date: Stock option was granted to reporting person pursuant to the automatic grant provisions of the issuer's 2017 Stock Incentive Plan, and will vest on the earlier of (i) June 17, 2023, and (ii) the day immediately preceding the date of the issuer's 2023 annual meeting of stockholders. Read SEC document |
| June 17, 2022 Filed Jun 23, 2022 01:15 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 12,196 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-023669 · doc4.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,065 F1 · shares: Consists of restricted stock units representing the right to receive upon vesting a total of 12,196 shares of the issuer's common stock, which have been granted to reporting person pursuant to the automatic grant provisions of the issuer's 2017 Stock Incentive Plan. All such restricted stock units will vest on the earlier of (i) June 17, 2023, and (ii) the day immediately preceding the date of the issuer's 2023 annual meeting of stockholders. Read SEC document |
| May 26, 2022 Filed May 27, 2022 18:45 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GrantCommon Stock | 963 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-007498 · marketforms-56341.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,148 F1 · shares: The amount reported reflects Restricted Stock Units (RSUs) granted to the Reporting Person pursuant to Issuer's 2019 Equity Incentive Plan. Subject to the Reporting Person's continued service, the RSUs shall vest in full upon the first anniversary of the Grant Date. F2 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 21:18 UTC | Veritone, Inc. VERI · Entity 6925 | GrantStock Option (right to buy) · Derivative | 2,117 | $0.00 Strike: $20.98 | $0.00 |
DisclosureSEC source: 0001593968-21-001722 · primary_01.xml · derivative · entry 3 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,117 Underlying: Common Stock · 2,117 shares Expires 2031-06-24 F3 · derivative.exercise_date: Stock option was granted to reporting person pursuant to the automatic grant provisions of the issuer's 2017 Stock Incentive Plan, and will vest on the earlier of (i) June 24, 2022, and (ii) the day immediately preceding the date of the issuer's 2022 annual meeting of stockholders. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 21:18 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 3,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-21-001722 · primary_01.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,869 F1 · shares: Consists of restricted stock units representing the right to receive upon vesting a total of 3,575 shares of the issuer's common stock, which have been granted to reporting person pursuant to the automatic grant provisions of the issuer's 2017 Stock Incentive Plan. All such restricted stock units will vest on the earlier of (i) June 24, 2022, and (ii) the day immediately preceding the date of the issuer's 2022 annual meeting of stockholders. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 20:46 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GrantCommon Stock | 833 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-006180 · marketforms-52945.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,185 F1 · shares: The amount reported reflects Restricted Stock Units (RSUs) granted to the Reporting Person pursuant to Issuer's 2019 Equity Incentive Plan. Subject to the Reporting Person's continued service, the RSUs shall vest in full upon the first anniversary of the Grant Date. F2 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 03, 2020 Filed Dec 7, 2020 21:05 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | PurchaseCommon Stock | 750 | $67.00 | $50,250.00 |
DisclosureSEC source: 0001104659-20-132842 · a4.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,352 F1 · balance_after: The amount reported includes 334 Restricted Stock Units (RSUs) previously granted to the Reporting Person pursuant to the Issuer's 2019 Equity Incentive Plan (the "Plan"), which shall vest upon the earlier of (i) 5/28/2021 or (ii) immediately prior to the Issuer's 2021 Annual Meeting, subject to the Reporting Person's continuing Service (as defined in the Plan) with the Issuer. Read SEC document |
| August 07, 2020 Filed Aug 7, 2020 22:04 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GiftCommon Stock | 2,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-092032 · a4.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,602 F1 · balance_after: The number of beneficially owned shares had been adjusted by 104 shares of common stock due to a prior clerical error. Read SEC document |
| July 24, 2020 Filed Aug 6, 2020 00:42 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 6,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-20-001692 · primary_01.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,294 F1 · shares: Consists of restricted stock units representing the right to receive upon vesting a total of 6,925 shares of the issuer's common stock, which have been granted to reporting person pursuant to the automatic grant provisions of the issuer's 2017 Stock Incentive Plan. All such restricted stock units will vest on the earlier of (i) July 24, 2021, and (ii) the day immediately preceding the date of the issuer's 2021 annual meeting of stockholders. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 23:17 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GrantCommon Stock (RSUs) | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-068543 · a4.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,053 F1 · shares: The amount reported reflects Restricted Stock Units (RSUs) granted to the Reporting Person pursuant to the Issuer's 2019 Equity Incentive Plan (the "Plan"), which shall vest upon the earlier of (i) the twelve month anniversary of the "Grant Date/Vesting Base Date" and (ii) immediately prior to the Issuer's 2021 Annual Meeting, subject to the Reporting Person's continuing Service (as defined in the Plan) with the Issuer. Read SEC document |
| May 26, 2020 Filed May 28, 2020 15:07 UTC | Veritone, Inc. VERI · Entity 6925 | PurchaseCommon Stock | 5,000 | $8.10 | $40,500.00 |
DisclosureSEC source: 0001593968-20-001275 · primary_01.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in family trust Disclosed balance after: 40,979 F1 · ownership.nature: Shares are held by reporting person and his spouse as trustees of a family trust. Read SEC document |
| June 25, 2019 Filed Jun 27, 2019 21:27 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 9,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-19-001510 · primary_01.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,369 F1 · shares: Consists of restricted stock units representing the right to receive upon vesting a total of 9,482 shares of the issuer's common stock, which have been granted to reporting person pursuant to the automatic grant provisions of the issuer's 2017 Stock Incentive Plan. All such restricted stock units will vest on the earlier of (i) June 25, 2020, and (ii) the day immediately preceding the date of the issuer's 2020 annual meeting of stockholders. Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 16:27 UTC | Veritone, Inc. VERI · Entity 6925 | PurchaseCommon Stock | 9,021 | $7.49 | $67,567.29 |
DisclosureSEC source: 0001593968-19-001443 · primary_01.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,887 Read SEC document |
| May 23, 2019 Filed May 28, 2019 17:53 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-19-001218 · primary_01.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 866 F1 · shares: Consists of restricted stock units representing the right to receive upon vesting a total of 866 shares of the issuer's common stock, which have been granted to reporting person pursuant to the automatic grant provisions of the issuer's 2017 Stock Incentive Plan. All such restricted stock units will vest on June 24, 2019, which is the day immediately preceding the date of the issuer's 2019 annual meeting of stockholders. Read SEC document |
| April 16, 2019 Filed Apr 17, 2019 21:02 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GrantCommon Stock (RSUs) | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-021979 · a4.xml · nonDerivative · entry 1 Taketa Richard H · CIK 0001772375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,719 F1 · shares: The amount reported reflects Restricted Stock Units granted to the Reporting Person pursuant to the Issuer's 2019 Equity Incentive Plan, which will vest in full on the first anniversary of the grant 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.