Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Marqeta, Inc.MQ · Entity 806 | Director | 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 | 21,870 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 21,870 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 | 6,397 |
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 6,397 F2: Each restricted stock unit is convertible into one share of Class A Common Stock. F3: This RSU grant, originally granted on June 13, 2024 for 19,193 RSUs (post Reverse Stock Split), of which 12,796 RSUs have vested, vest as to one-third (1/3rd) of the RSUs on June 13, 2027, subject to the Reporting Person's continued service with 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 | 13,054 |
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 13,054 F2: Each restricted stock unit is convertible into one share of Class A Common Stock. F5: This RSU grant, originally granted June 10, 2026 for 13,054 RSUs (post Reverse Stock Split), will vest in full on the earlier of (i) June 10, 2027 or (ii) the Issuer's next annual meeting of stockholders; provided, however, that all vesting will cease if the Reporting Person ceases to provide services to the Issuer, unless the Issuer's Board of Directors determines otherwise prior to the cessation of such services. 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 is convertible into one share of Class A Common Stock.
F3: This RSU grant, originally granted on June 13, 2024 for 19,193 RSUs (post Reverse Stock Split), of which 12,796 RSUs have vested, vest as to one-third (1/3rd) of the RSUs on June 13, 2027, subject to the Reporting Person's continued service with 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 June 10, 2026 for 13,054 RSUs (post Reverse Stock Split), will vest in full on the earlier of (i) June 10, 2027 or (ii) the Issuer's next annual meeting of stockholders; provided, however, that all vesting will cease if the Reporting Person ceases to provide services to the Issuer, unless the Issuer's Board of Directors determines otherwise prior to the cessation of such services.
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 |
|---|---|---|---|---|---|---|
| June 13, 2026 Filed Jun 16, 2026 20:40 UTC | Marqeta, Inc. MQ · Entity 806 | Exercise / conversionRestricted Stock Units · Derivative | 25,592 | $0.00 | $0.00 |
DisclosureSEC source: 0002023326-26-000005 · wk-form4_1781642429.xml · derivative · entry 2 CHOKSHI ALPESH · CIK 0002023326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,590 Underlying: Class A Common Stock · 25,592 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. F2 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock. F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F3 · derivative.exercise_date: One-third (1/3rd) of the restricted stock units vest on each of June 13, 2025, June 13, 2026, and June 13, 2027, subject to the Reporting Person's continued service with the Issuer as of each vesting date. F3 · derivative.expiration_date: One-third (1/3rd) of the restricted stock units vest on each of June 13, 2025, June 13, 2026, and June 13, 2027, subject to the Reporting Person's continued service with the Issuer as of each vesting date. Read SEC document |
| June 13, 2026 Filed Jun 16, 2026 20:40 UTC | Marqeta, Inc. MQ · Entity 806 | Exercise / conversionClass A Common Stock | 25,592 | $0.00 | $0.00 |
DisclosureSEC source: 0002023326-26-000005 · wk-form4_1781642429.xml · nonDerivative · entry 1 CHOKSHI ALPESH · CIK 0002023326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,482 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 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F1 · price: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. Read SEC document |
| June 10, 2026 Filed Jun 11, 2026 21:21 UTC | Marqeta, Inc. MQ · Entity 806 | GrantRestricted Stock Units · Derivative | 52,219 | $0.00 | $0.00 |
DisclosureSEC source: 0002023326-26-000003 · wk-form4_1781212865.xml · derivative · entry 3 CHOKSHI ALPESH · CIK 0002023326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,219 Underlying: Class A Common Stock · 52,219 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock. F4 · derivative.exercise_date: All of the shares vest in full on the earlier of (i) June 10, 2027 or (ii) the Issuer's next annual meeting of stockholders; provided, however, that all vesting will cease if the Reporting Person ceases to provide services to the Issuer, unless the Issuer's Board of Directors determines otherwise prior to the cessation of such services. F4 · derivative.expiration_date: All of the shares vest in full on the earlier of (i) June 10, 2027 or (ii) the Issuer's next annual meeting of stockholders; provided, however, that all vesting will cease if the Reporting Person ceases to provide services to the Issuer, unless the Issuer's Board of Directors determines otherwise prior to the cessation of such services. Read SEC document |
| June 10, 2026 Filed Jun 11, 2026 21:21 UTC | Marqeta, Inc. MQ · Entity 806 | Exercise / conversionRestricted Stock Units · Derivative | 36,297 | $0.00 | $0.00 |
DisclosureSEC source: 0002023326-26-000003 · wk-form4_1781212865.xml · derivative · entry 2 CHOKSHI ALPESH · CIK 0002023326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 36,297 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. F2 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock. F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F3 · derivative.exercise_date: Restricted stock units granted on June 12, 2025, the date of the Issuer's 2025 Annual Meeting of Stockholders, that vested in full on June 10, 2026, the date of the Issuer's 2026 Annual Meeting of Stockholders. F3 · derivative.expiration_date: Restricted stock units granted on June 12, 2025, the date of the Issuer's 2025 Annual Meeting of Stockholders, that vested in full on June 10, 2026, the date of the Issuer's 2026 Annual Meeting of Stockholders. Read SEC document |
| June 10, 2026 Filed Jun 11, 2026 21:21 UTC | Marqeta, Inc. MQ · Entity 806 | Exercise / conversionClass A Common Stock | 36,297 | $0.00 | $0.00 |
DisclosureSEC source: 0002023326-26-000003 · wk-form4_1781212865.xml · nonDerivative · entry 1 CHOKSHI ALPESH · CIK 0002023326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,890 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 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F1 · price: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. Read SEC document |
| June 13, 2025 Filed Jun 16, 2025 22:13 UTC | Marqeta, Inc. MQ · Entity 806 | Exercise / conversionRestricted Stock Units · Derivative | 25,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-031683 · wk-form4_1750111974.xml · derivative · entry 3 CHOKSHI ALPESH · CIK 0002023326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,182 Underlying: Class A Common Stock · 25,593 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. F2 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock. F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F4 · derivative.exercise_date: One-third (1/3rd) of the restricted stock units vest on each of June 13, 2025, June 13, 2026, and June 13, 2027, subject to the Reporting Person's continued service with the Issuer as of each vesting date. F4 · derivative.expiration_date: One-third (1/3rd) of the restricted stock units vest on each of June 13, 2025, June 13, 2026, and June 13, 2027, subject to the Reporting Person's continued service with the Issuer as of each vesting date. Read SEC document |
| June 13, 2025 Filed Jun 16, 2025 22:13 UTC | Marqeta, Inc. MQ · Entity 806 | Exercise / conversionClass A Common Stock | 25,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-031683 · wk-form4_1750111974.xml · nonDerivative · entry 1 CHOKSHI ALPESH · CIK 0002023326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,593 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 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F1 · price: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. Read SEC document |
| June 12, 2025 Filed Jun 16, 2025 22:13 UTC | Marqeta, Inc. MQ · Entity 806 | Exercise / conversionRestricted Stock Units · Derivative | 36,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-031683 · wk-form4_1750111974.xml · derivative · entry 2 CHOKSHI ALPESH · CIK 0002023326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,297 Underlying: Class A Common Stock · 36,297 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. F2 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock. F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F3 · derivative.exercise_date: All of the shares vest in full on the earlier of (i) June 12, 2026 or (ii) the Issuer's next annual meeting of stockholders; provided, however, that all vesting will cease if the Reporting Person ceases to provide services to the Issuer, unless the Issuer's Board of Directors determines otherwise prior to the cessation of such services. F3 · derivative.expiration_date: All of the shares vest in full on the earlier of (i) June 12, 2026 or (ii) the Issuer's next annual meeting of stockholders; provided, however, that all vesting will cease if the Reporting Person ceases to provide services to the Issuer, unless the Issuer's Board of Directors determines otherwise prior to the cessation of such services. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 22:20 UTC | Marqeta, Inc. MQ · Entity 806 | GrantRestricted Stock Units · Derivative | 76,775 | $0.00 | $0.00 |
DisclosureSEC source: 0002023326-24-000004 · wk-form4_1718662809.xml · derivative · entry 1 CHOKSHI ALPESH · CIK 0002023326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,775 Underlying: Class A Common Stock · 76,775 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class B Common Stock. F2 · derivative.exercise_date: One-third (1/3rd) of the restricted stock units vest on each of June 13, 2025, June 13, 2026, and June 13, 2027, 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 each of June 13, 2025, June 13, 2026, and June 13, 2027, 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.