Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Marqeta, Inc.MQ · Entity 806 | Chief Financial Officer | June 30, 2026 | July 02, 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.
Marqeta, Inc.
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 F1: The number of shares beneficially owned reflects the 1-for-4 reverse stock split effected June 30, 2026 (the "Reverse Stock Split"). Cash was paid in lieu of any fractional shares resulting from the Reverse Stock Split. |
| Performance Stock Units (Rule of 40)SEC Table II · derivative / convertible security | Direct | 157,953 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 157,953 F2: Each performance stock unit ("PSU") is convertible into one share of Class A Common Stock. F3: Represents the number of shares which may be issued at target under the PSU, granted March 16, 2026, over a period of time following achievement of certain gross profit and adjusted EBITDA targets as set forth in the applicable PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest, F4: The number of shares subject to PSUs reflects the Reverse Stock Split. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 368,557 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 368,557 F5: Each restricted stock unit ("RSU") is convertible into one share of Class A Common Stock. F6: This RSU grant, originally granted March 16, 2026 for 157,953 RSUs (post Reverse Stock Split), of which no RSUs (post Reverse Stock Split) have vested, vests as to one-third (1/3rd) of the RSUs on March 1, 2027 and one-twelfth (1/12th) of the remaining restricted stock units vest quarterly on each June 1, September 1, December 1 and March 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date. F7: The number of shares subject to RSUs reflects the Reverse Stock Split. |
Filing footnotes · ownership attribution and instrument terms
F1: The number of shares beneficially owned reflects the 1-for-4 reverse stock split effected June 30, 2026 (the "Reverse Stock Split"). Cash was paid in lieu of any fractional shares resulting from the Reverse Stock Split.
F2: Each performance stock unit ("PSU") is convertible into one share of Class A Common Stock.
F3: Represents the number of shares which may be issued at target under the PSU, granted March 16, 2026, over a period of time following achievement of certain gross profit and adjusted EBITDA targets as set forth in the applicable PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest,
F4: The number of shares subject to PSUs reflects the Reverse Stock Split.
F5: Each restricted stock unit ("RSU") is convertible into one share of Class A Common Stock.
F6: This RSU grant, originally granted March 16, 2026 for 157,953 RSUs (post Reverse Stock Split), of which no RSUs (post Reverse Stock Split) have vested, vests as to one-third (1/3rd) of the RSUs on March 1, 2027 and one-twelfth (1/12th) of the remaining restricted stock units vest quarterly on each June 1, September 1, December 1 and March 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.
F7: The number of shares subject to RSUs reflects the Reverse Stock Split.
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 |
|---|---|---|---|---|---|---|
| March 16, 2026 Filed Mar 18, 2026 21:50 UTC | Marqeta, Inc. MQ · Entity 806 | GrantPerformance Stock Units (Rule of 40) · Derivative | 631,813 | $0.00 | $0.00 |
DisclosureSEC source: 0002111579-26-000005 · wk-form4_1773870642.xml · derivative · entry 2 Kangwankij Patti · CIK 0002111579 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 631,813 Underlying: Class A Common Stock · 631,813 shares Expires not disclosed F3 · derivative.exercise_price: Each performance stock unit is convertible into one share of Class A Common Stock. F4 · derivative.exercise_date: Represents the number of shares which may be issued at target under the performance stock unit ("PSU") over a period of time following achievement of certain gross profit and adjusted EBITDA targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest. F4 · derivative.expiration_date: Represents the number of shares which may be issued at target under the performance stock unit ("PSU") over a period of time following achievement of certain gross profit and adjusted EBITDA targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 21:50 UTC | Marqeta, Inc. MQ · Entity 806 | GrantRestricted Stock Units · Derivative | 1,474,231 | $0.00 | $0.00 |
DisclosureSEC source: 0002111579-26-000005 · wk-form4_1773870642.xml · derivative · entry 1 Kangwankij Patti · CIK 0002111579 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,474,231 Underlying: Class A Common Stock · 1,474,231 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock. F2 · derivative.exercise_date: One-third (1/3rd) of the restricted stock units vest on March 1, 2027, and an additional one-twelfth (1/12th) of the restricted stock units vest on each June 1, September 1, December 1, and March 1 thereafter until fully vested, subject to the Reporting Person's continued service with the Issuer as of each vesting date. F2 · derivative.expiration_date: One-third (1/3rd) of the restricted stock units vest on March 1, 2027, and an additional one-twelfth (1/12th) of the restricted stock units vest on each June 1, September 1, December 1, and March 1 thereafter until fully vested, subject to the Reporting Person's continued service with the Issuer as of each vesting 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.