Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Marqeta, Inc.MQ · Entity 806 | Principal Accounting Officer | June 30, 2026 | July 03, 2026 |
| Stitch Fix, Inc.SFIX · Entity 5637 | Chief Accounting Officer | September 11, 2024 | September 13, 2024 |
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 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 52,294 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 52,294 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 31,457 |
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 31,457 F2: Each restricted stock unit ("RSU") is convertible into one share of Class A Common Stock. F3: This RSU grant, originally granted October 15, 2024 for 75,498 RSUs (post Reverse Stock Split), of which 40,040 RSUs have vested, vested as to one-third (1/3rd) of the RSUs on September 1, 2025, and one-twelfth (1/12th) of the remaining RSUs vest quarterly on each December 1, March 1, June 1 and September 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date. F4: The number of shares subject to RSUs reflects the Reverse Stock Split. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,956 |
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 2,956 F2: Each restricted stock unit ("RSU") is convertible into one share of Class A Common Stock. F5: This RSU grant, originally granted March 15, 2025 for 5,067 RSUs (post Reverse Stock Split), of which 2,111 RSUs (post Reverse Stock Split) have vested, vested as to one-twelfth (1/12th) of the RSUs on June 1, 2025 and one-twelfth (1/12th) of the remaining restricted stock units vest quarterly on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date. F4: The number of shares subject to RSUs reflects the Reverse Stock Split. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 93,176 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 93,176 F2: 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 101,648 RSUs (post Reverse Stock Split), of which 8,471 RSUs (post Reverse Stock Split) have vested, vested as to one-twelfth (1/12th) of the RSUs on June 1, 2026 and one-twelfth (1/12th) of the remaining restricted stock units vest quarterly on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date. F4: 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 restricted stock unit ("RSU") is convertible into one share of Class A Common Stock.
F3: This RSU grant, originally granted October 15, 2024 for 75,498 RSUs (post Reverse Stock Split), of which 40,040 RSUs have vested, vested as to one-third (1/3rd) of the RSUs on September 1, 2025, and one-twelfth (1/12th) of the remaining RSUs vest quarterly on each December 1, March 1, June 1 and September 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.
F4: The number of shares subject to RSUs reflects the Reverse Stock Split.
F5: This RSU grant, originally granted March 15, 2025 for 5,067 RSUs (post Reverse Stock Split), of which 2,111 RSUs (post Reverse Stock Split) have vested, vested as to one-twelfth (1/12th) of the RSUs on June 1, 2025 and one-twelfth (1/12th) of the remaining restricted stock units vest quarterly on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.
F6: This RSU grant, originally granted March 16, 2026 for 101,648 RSUs (post Reverse Stock Split), of which 8,471 RSUs (post Reverse Stock Split) have vested, vested as to one-twelfth (1/12th) of the RSUs on June 1, 2026 and one-twelfth (1/12th) of the remaining restricted stock units vest quarterly on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.
Stitch Fix, Inc.
Report date September 11, 2024 · Filed September 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 93,785 |
Reported balance
After 2024-09-11 transaction · row 1
1 source rowRow 1 · 2024-09-11 · Tax withholding · Disposed 5,682 · Balance 93,785 F1: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units.
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 15, 2023 Filed Mar 16, 2023 22:18 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 3,079 | $5.21 | $16,041.59 |
DisclosureSEC source: 0001576942-23-000034 · wf-form4_167900509335846.xml · nonDerivative · entry 1 Barkema Sarah · CIK 0001895086 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,903 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 22:38 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 2,536 | $4.08 | $10,346.88 |
DisclosureSEC source: 0001576942-22-000117 · wf-form4_167123025722073.xml · nonDerivative · entry 1 Barkema Sarah · CIK 0001895086 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,982 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| September 14, 2022 Filed Sep 15, 2022 22:26 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 2,491 | $4.90 | $12,205.90 |
DisclosureSEC source: 0001576942-22-000064 · wf-form4_166328077998836.xml · nonDerivative · entry 1 Barkema Sarah · CIK 0001895086 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,518 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| June 15, 2022 Filed Jun 16, 2022 21:28 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 1,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-22-000048 · wf-form4_165541491294487.xml · nonDerivative · entry 1 Barkema Sarah · CIK 0001895086 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,009 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| May 02, 2022 Filed May 10, 2022 20:18 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 20,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-22-000032 · wf-form4_165221384213303.xml · nonDerivative · entry 1 Barkema Sarah · CIK 0001895086 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,280 F1 · shares: 1/4th of the shares subject to the restricted stock units will vest on 9/14/22 and 1/4th of the total number of restricted stock units will vest quarterly thereafter. All vesting is subject to the Reporting Person's continuous service through the applicable vesting date. Read SEC document |
| March 16, 2022 Filed Mar 16, 2022 21:58 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 1,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-22-000021 · wf-form4_164746787798955.xml · nonDerivative · entry 2 Barkema Sarah · CIK 0001895086 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,241 F2 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 21:58 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 5,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-22-000021 · wf-form4_164746787798955.xml · nonDerivative · entry 1 Barkema Sarah · CIK 0001895086 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,383 F1 · shares: 25% of the shares subject to the restricted stock unit grant will vest on June 15, 2022, and the remainder will vest evenly over the next 3 quarters, subject to the Reporting Person's continuous service through each such vesting date. Read SEC document |
| January 06, 2022 Filed Jan 10, 2022 21:04 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 60,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002677 · doc4.xml · nonDerivative · entry 1 Barkema Sarah · CIK 0001895086 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,693 F1 · shares: 1/16th of the shares subject to the restricted stock unit grant will vest on March 16, 2022, and the remainder will vest evenly over the next 15 quarters, subject to the Reporting Person's continuous service through each such 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.