Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Better Home & Finance Holding CoBETR · Entity 1037 | Chief Financial Officer | October 01, 2026 | October 08, 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.
Better Home & Finance Holding Co
Report date October 01, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 20,477 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 9,167 · Balance 22,991 Row 2 · 2026-10-01 · Tax withholding · Disposed 2,514 · Balance 20,477 |
| Restricted Stock Units (Class A)SEC Table II · derivative / convertible security | Direct | 82,499 |
Reported balance
After 2026-10-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-08 · Exercise / conversion · Disposed 9,167 · Balance 82,499 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: 1/12th of the restricted stock units shall vest on June 30, 2026 and the remainder shall vest in equal installments on the first business day of each fiscal quarter thereafter, in each case subject to the reporting person's continued service with the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: 1/12th of the restricted stock units shall vest on June 30, 2026 and the remainder shall vest in equal installments on the first business day of each fiscal quarter thereafter, in each case subject to the reporting person's continued service with the Issuer.
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 08, 2026 Filed Oct 8, 2026 20:12 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionRestricted Stock Units (Class A) · Derivative | 9,167 | $0.00 | $0.00 |
DisclosureSEC source: 0002111354-26-000016 · wk-form4_1791490343.xml · derivative · entry 3 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,499 Underlying: Class A Common Stock · 9,167 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: 1/12th of the restricted stock units shall vest on June 30, 2026 and the remainder shall vest in equal installments on the first business day of each fiscal quarter thereafter, in each case subject to the reporting person's continued service with the Issuer. F2 · derivative.expiration_date: 1/12th of the restricted stock units shall vest on June 30, 2026 and the remainder shall vest in equal installments on the first business day of each fiscal quarter thereafter, in each case subject to the reporting person's continued service with the Issuer. Read SEC document |
| October 01, 2026 Filed Oct 8, 2026 20:12 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Tax withholdingClass A Common Stock | 2,514 | $11.19 | $28,131.66 |
DisclosureSEC source: 0002111354-26-000016 · wk-form4_1791490343.xml · nonDerivative · entry 2 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,477 Read SEC document |
| October 01, 2026 Filed Oct 8, 2026 20:12 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionClass A Common Stock | 9,167 | $0.00 | $0.00 |
DisclosureSEC source: 0002111354-26-000016 · wk-form4_1791490343.xml · nonDerivative · entry 1 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,991 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. Read SEC document |
| July 01, 2026 Filed Jul 3, 2026 01:04 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionRestricted Stock Units (Class A) · Derivative | 9,167 | $0.00 | $0.00 |
DisclosureSEC source: 0002111354-26-000014 · wk-form4_1783040663.xml · derivative · entry 6 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,666 Underlying: Class A Common Stock · 9,167 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: 1/12th of the restricted stock units shall vest on June 30, 2026 and the remainder shall vest in equal installments on the first business day of each fiscal quarter thereafter, in each case subject to the reporting person's continued service with the Issuer. F2 · derivative.expiration_date: 1/12th of the restricted stock units shall vest on June 30, 2026 and the remainder shall vest in equal installments on the first business day of each fiscal quarter thereafter, in each case subject to the reporting person's continued service with the Issuer. Read SEC document |
| July 01, 2026 Filed Jul 3, 2026 01:04 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Tax withholdingClass A Common Stock | 2,510 | $30.19 | $75,776.90 |
DisclosureSEC source: 0002111354-26-000014 · wk-form4_1783040663.xml · nonDerivative · entry 4 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,824 Read SEC document |
| July 01, 2026 Filed Jul 3, 2026 01:04 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionClass A Common Stock | 9,167 | $0.00 | $0.00 |
DisclosureSEC source: 0002111354-26-000014 · wk-form4_1783040663.xml · nonDerivative · entry 3 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,334 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. Read SEC document |
| June 30, 2026 Filed Jul 3, 2026 01:04 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionRestricted Stock Units (Class A) · Derivative | 9,167 | $0.00 | $0.00 |
DisclosureSEC source: 0002111354-26-000014 · wk-form4_1783040663.xml · derivative · entry 5 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,833 Underlying: Class A Common Stock · 9,167 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: 1/12th of the restricted stock units shall vest on June 30, 2026 and the remainder shall vest in equal installments on the first business day of each fiscal quarter thereafter, in each case subject to the reporting person's continued service with the Issuer. F2 · derivative.expiration_date: 1/12th of the restricted stock units shall vest on June 30, 2026 and the remainder shall vest in equal installments on the first business day of each fiscal quarter thereafter, in each case subject to the reporting person's continued service with the Issuer. Read SEC document |
| June 30, 2026 Filed Jul 3, 2026 01:04 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Tax withholdingClass A Common Stock | 2,510 | $27.48 | $68,974.80 |
DisclosureSEC source: 0002111354-26-000014 · wk-form4_1783040663.xml · nonDerivative · entry 2 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,167 Read SEC document |
| June 30, 2026 Filed Jul 3, 2026 01:04 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | Exercise / conversionClass A Common Stock | 9,167 | $0.00 | $0.00 |
DisclosureSEC source: 0002111354-26-000014 · wk-form4_1783040663.xml · nonDerivative · entry 1 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,677 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. Read SEC document |
| May 12, 2026 Filed May 13, 2026 21:21 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | PurchaseClass A Common Stock | 400 | $30.55 | $12,220.00 |
DisclosureSEC source: 0002111354-26-000011 · wk-form4_1778707281.xml · nonDerivative · entry 2 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 510 Read SEC document |
| May 11, 2026 Filed May 13, 2026 21:21 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | PurchaseClass A Common Stock | 100 | $31.25 | $3,125.00 |
DisclosureSEC source: 0002111354-26-000011 · wk-form4_1778707281.xml · nonDerivative · entry 1 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110 Read SEC document |
| April 08, 2026 Filed Apr 8, 2026 20:05 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | PurchaseClass A Common Stock | 10 | $35.50 | $355.00 |
DisclosureSEC source: 0002111354-26-000008 · wk-form4_1775678699.xml · nonDerivative · entry 1 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10 Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:30 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | GrantRestricted Stock Units (Class A) · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002111354-26-000004 · wk-form4_1771018227.xml · derivative · entry 2 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units are subject to both performance- and time-based vesting criteria. The performance-based criteria provides for the achievement of a specified stock price goal of the Issuer's Class A common stock occuring during the period beginning on October 1, 2025 and ending on December 31, 2030 (the "Performance Period"). 25% of the restricted stock units shall time vest on the February 2, 2027 and the remainder shall time vest quarterly over the following 36 months, subject to the reporting person's continued service with the Issuer. In the event the performance criteria is not met during the Performance Period, the RSUs shall be forfeited. F3 · derivative.expiration_date: The restricted stock units are subject to both performance- and time-based vesting criteria. The performance-based criteria provides for the achievement of a specified stock price goal of the Issuer's Class A common stock occuring during the period beginning on October 1, 2025 and ending on December 31, 2030 (the "Performance Period"). 25% of the restricted stock units shall time vest on the February 2, 2027 and the remainder shall time vest quarterly over the following 36 months, subject to the reporting person's continued service with the Issuer. In the event the performance criteria is not met during the Performance Period, the RSUs shall be forfeited. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:30 UTC | Better Home & Finance Holding Co BETR · Entity 1037 | GrantRestricted Stock Units (Class A) · Derivative | 110,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002111354-26-000004 · wk-form4_1771018227.xml · derivative · entry 1 Advani Loveen · CIK 0002111354 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,000 Underlying: Class A Common Stock · 110,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: 1/12th of the restricted stock units shall vest on June 30, 2026 and the remainder shall vest in equal installments on the first business day of each fiscal quarter thereafter, in each case subject to the reporting person's continued service with the Issuer. F2 · derivative.expiration_date: 1/12th of the restricted stock units shall vest on June 30, 2026 and the remainder shall vest in equal installments on the first business day of each fiscal quarter thereafter, in each case subject to the reporting person's continued service with the Issuer. 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.