Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Caledonia Mining Corp PlcCMCL · Entity 5487 | Director | March 18, 2026 | March 19, 2026 |
| FTAC Parnassus Acquisition Corp.FTPA · Entity 141210 | Director | March 16, 2021 | March 17, 2021 |
| Figure Technology Solutions, Inc.FIGR · Entity 3656 | Director | June 04, 2026 | June 22, 2026 |
| Fintech Acquisition Corp VFTCV · Entity 128691 | Director | December 30, 2020 | December 31, 2020 |
| Fold Holdings, Inc.FLD · Entity 2643 | Director | May 29, 2026 | June 03, 2026 |
| TIPTREE INC.TIPT · Entity 5239 | Director | October 06, 2026 | October 07, 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.
Caledonia Mining Corp Plc
Report date March 18, 2026 · Filed March 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common sharesSEC Table I · non-derivative | Direct | 3,500 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,500 |
FTAC Parnassus Acquisition Corp.
Report date March 16, 2021 · Filed March 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | IndirectBy FTAC Parnassus Advisors, LLC | 25,000 |
Reported balance
After 2021-03-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-03-16 · Other · Acquired 25,000 · Balance 25,000 F1: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. F2: Allocated to the reporting person as a member of FTAC Parnassus Advisors, LLC for service on the issuer's board of directors. F3: The reporting person disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date.
F2: Allocated to the reporting person as a member of FTAC Parnassus Advisors, LLC for service on the issuer's board of directors.
F3: The reporting person disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.
Figure Technology Solutions, Inc.
Report date June 04, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,706 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 3,192 · Balance 12,706 F1: Represents an award of restricted stock units ("RSUs"), which vests in full on the earlier of (i) the day immediately preceding the date of the next annual meeting of stockholders and (ii) June 4, 2027. Each RSU represents a contingent right to receive one share of Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs"), which vests in full on the earlier of (i) the day immediately preceding the date of the next annual meeting of stockholders and (ii) June 4, 2027. Each RSU represents a contingent right to receive one share of Class A Common Stock.
Fintech Acquisition Corp V
Report date December 30, 2020 · Filed December 31, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B common stockSEC Table II · derivative / convertible security | IndirectBy FinTech Masala Advisors V, LLC | Not disclosed |
Reported balance
Holding disclosure · report date 2020-12-30 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F2: Allocated to the reporting person as a member of FinTech Masala Advisors V, LLC for service on the issuer's board of directors. F1: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date.
F2: Allocated to the reporting person as a member of FinTech Masala Advisors V, LLC for service on the issuer's board of directors.
Fold Holdings, Inc.
Report date May 29, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,984 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 95,484 · Balance 107,984 F1: Represents shares of Common Stock issuable upon vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Common Stock issuable upon vesting of restricted stock units.
TIPTREE INC.
Report date October 06, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 117,699 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Grant · Acquired 1,084 · Balance 117,699 F1: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears.
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 |
|---|---|---|---|---|---|---|
| October 06, 2026 Filed Oct 7, 2026 20:08 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 1,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001465575-26-000007 · ownership.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,699 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 20:00 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 1,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001465575-26-000005 · ownership.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,615 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| June 04, 2026 Filed Jun 22, 2026 20:05 UTC | Figure Technology Solutions, Inc. FIGR · Entity 3656 | GrantClass A Common Stock | 3,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-029579 · ownership.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,706 F1 · shares: Represents an award of restricted stock units ("RSUs"), which vests in full on the earlier of (i) the day immediately preceding the date of the next annual meeting of stockholders and (ii) June 4, 2027. Each RSU represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| May 29, 2026 Filed Jun 3, 2026 01:30 UTC | Fold Holdings, Inc. FLD · Entity 2643 | GrantCommon Stock | 95,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-254226 · ownership.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,984 F1 · shares: Represents shares of Common Stock issuable upon vesting of restricted stock units. Read SEC document |
| April 02, 2026 Filed Apr 6, 2026 20:01 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001465575-26-000003 · ownership.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,554 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 08, 2026 Filed Jan 9, 2026 14:06 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-008341 · ownership.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,410 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 03, 2025 Filed Oct 6, 2025 13:57 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 1,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-231291 · ownership.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,362 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| September 12, 2025 Filed Sep 16, 2025 23:13 UTC | Figure Technology Solutions, Inc. FIGR · Entity 3656 | GrantClass A Common Stock | 9,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001465575-25-000008 · wk-form4_1758064400.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,514 F1 · shares: Represents an award of restricted stock units ("RSUs"), which vests in full on September 10, 2026. Each RSU represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| July 03, 2025 Filed Jul 7, 2025 20:09 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 1,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-25-000064 · wk-form4_1751918966.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,555 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 20:01 UTC | Fold Holdings, Inc. FLD · Entity 2643 | GrantCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-082294 · ownership.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,500 F1 · shares: Represents shares of Company common stock issuable upon vesting of restricted stock units. Read SEC document |
| April 03, 2025 Filed Apr 4, 2025 14:12 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 1,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-25-000046 · wk-form4_1743775951.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,960 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 09, 2025 Filed Jan 13, 2025 20:11 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 1,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-25-000004 · wk-form4_1736799095.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,413 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 07, 2024 Filed Oct 8, 2024 15:03 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 1,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-24-000084 · wk-form4_1728399801.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,596 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 08, 2024 Filed Jul 9, 2024 21:07 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-24-000073 · wk-form4_1720559213.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,686 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 04, 2024 Filed Apr 5, 2024 15:08 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-24-000048 · wk-form4_1712329715.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,359 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 04, 2024 Filed Jan 5, 2024 20:42 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 1,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-24-000012 · wk-form4_1704487328.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,164 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 06, 2023 Filed Oct 6, 2023 18:55 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 1,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-23-000073 · wk-form4_1696618539.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,491 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 14:59 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-23-000062 · wk-form4_1688741951.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,603 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 06, 2023 Filed Apr 6, 2023 21:00 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-23-000040 · wf-form4_168081483059025.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,405 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 05, 2023 Filed Jan 6, 2023 14:50 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-23-000006 · wf-form4_167301663671757.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,244 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 06, 2022 Filed Oct 7, 2022 18:58 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-22-000102 · wf-form4_166516911755321.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,056 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 07, 2022 Filed Jul 11, 2022 13:47 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-22-000060 · wf-form4_165754724329286.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,090 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 14, 2022 Filed Apr 14, 2022 16:45 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-22-000032 · wf-form4_164995474279787.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,232 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 07, 2022 Filed Jan 10, 2022 19:10 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-22-000010 · wf-form4_164184184289425.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,872 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 06, 2021 Filed Oct 7, 2021 14:00 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 3,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-21-000107 · wf-form4_163361523390169.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,534 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 06, 2021 Filed Jul 7, 2021 20:41 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 3,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-21-000077 · wf-form4_162569047579780.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,350 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 15:02 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 3,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-21-000028 · wf-form4_161798052036464.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,132 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 20:47 UTC | FTAC Parnassus Acquisition Corp. FTPA · Entity 141210 | OtherClass B ordinary shares · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-016192 · ownership.xml · derivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By FTAC Parnassus Advisors, LLC Disclosed balance after: 25,000 Underlying: Class A ordinary shares · 25,000 shares Expires not disclosed F1 · derivative.exercise_price: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. F2 · kind: Allocated to the reporting person as a member of FTAC Parnassus Advisors, LLC for service on the issuer's board of directors. F3 · shares: The reporting person disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose. F2 · price: Allocated to the reporting person as a member of FTAC Parnassus Advisors, LLC for service on the issuer's board of directors. F1 · derivative.exercise_date: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. F1 · derivative.expiration_date: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. Read SEC document |
| January 07, 2021 Filed Jan 8, 2021 16:30 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 5,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-21-000006 · wf-form4_161012339903361.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,442 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 09, 2020 Filed Oct 13, 2020 15:03 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 6,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-20-000248 · wf-form4_160260137481725.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,585 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 02, 2020 Filed Jul 6, 2020 20:27 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 5,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-20-000182 · wf-form4_159406725175669.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,486 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 08, 2020 Filed Apr 10, 2020 15:40 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 5,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-20-000088 · wf-form4_158653322789449.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,416 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 07, 2020 Filed Jan 8, 2020 21:43 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-20-000004 · wf-form4_157851977894740.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,581 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 03, 2019 Filed Oct 4, 2019 14:08 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-19-000160 · wf-form4_157019811080993.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,273 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 19:29 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-19-000128 · wf-form4_156209573322814.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,710 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 02, 2019 Filed Apr 2, 2019 14:52 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-19-000060 · wf-form4_155421672261624.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,743 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 03, 2019 Filed Jan 4, 2019 14:28 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 3,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-19-000002 · wf-form4_154661207978712.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,761 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 02, 2018 Filed Oct 3, 2018 13:08 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-18-000058 · wf-form4_153857206126623.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,254 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 15:30 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001465575-18-000004 · wf-form4_153063179014131.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,385 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 12, 2018 Filed Apr 13, 2018 15:51 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A Common Stock | 2,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001465575-18-000002 · wf-form4_152363462468631.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,615 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 20:22 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A Common Stock | 3,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-000183 · wf-form4_151518374579411.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,659 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 03, 2017 Filed Oct 3, 2017 18:26 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A Common Stock | 2,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-009612 · wf-form4_150705519392325.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,611 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 05, 2017 Filed Jul 6, 2017 18:35 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A Common Stock | 2,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-006933 · wf-form4_149936612495497.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,618 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 05, 2017 Filed Apr 7, 2017 19:06 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A Common Stock | 2,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-003413 · wf-form4_149159196712738.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,864 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 22:38 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A Common Stock | 1,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003243 · doc4.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,132 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 06, 2016 Filed Oct 11, 2016 16:48 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A Common Stock | 1,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-145526 · doc4.xml · nonDerivative · entry 1 Goldwasser Lesley · CIK 0001465575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,820 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. 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.