Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Pagaya Technologies Ltd.PGY · Entity 2362 | Chief Financial Officer | September 15, 2026 | September 17, 2026 |
| Talkspace, Inc.HEC · Entity 22747 | Chief Financial Officer | June 08, 2020 | June 08, 2020 |
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.
Pagaya Technologies Ltd.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary ShareSEC Table I · non-derivative | Direct | 9,758 |
Ending reported balance
After 2026-09-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-15 · Exercise / conversion · Acquired 4,375 · Balance 11,941 Row 2 · 2026-09-17 · Sale · Disposed 2,183 · Balance 9,758 F1: Sale of securities was necessary to satisfy tax withholding obligations arising exclusively from the vesting of a compensatory award. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 30,620 |
Reported balance
After 2026-09-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-15 · Exercise / conversion · Disposed 4,375 · Balance 30,620 F2: On July 1, 2026, the reporting person was granted 34,995 restricted stock units, vesting in eight equal quarterly installments beginning on September 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale of securities was necessary to satisfy tax withholding obligations arising exclusively from the vesting of a compensatory award.
F2: On July 1, 2026, the reporting person was granted 34,995 restricted stock units, vesting in eight equal quarterly installments beginning on September 15, 2026.
Talkspace, Inc.
Report date June 08, 2020 · Filed June 08, 2020
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Hudson Executive Investment Corp. II
Report date September 20, 2021 · Filed September 22, 2021
Section 16 reporting ended · disclosed 2021-09-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Hudson Executive Investment Corp. III
Report date September 20, 2021 · Filed September 22, 2021
Section 16 reporting ended · disclosed 2021-09-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 17, 2026 21:35 UTC | Pagaya Technologies Ltd. PGY · Entity 2362 | SaleClass A Ordinary Share | 2,183 | $21.04 | $45,930.32 |
DisclosureSEC source: 0001628280-26-062587 · wk-form4_1789680921.xml · nonDerivative · entry 2 Dobres Jonathan · CIK 0001814297 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,758 F1 · kind: Sale of securities was necessary to satisfy tax withholding obligations arising exclusively from the vesting of a compensatory award. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 21:35 UTC | Pagaya Technologies Ltd. PGY · Entity 2362 | Exercise / conversionRestricted Stock Unit · Derivative | 4,375 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-062587 · wk-form4_1789680921.xml · derivative · entry 3 Dobres Jonathan · CIK 0001814297 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,620 Underlying: Class A Ordinary Share · 4,375 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_date: On July 1, 2026, the reporting person was granted 34,995 restricted stock units, vesting in eight equal quarterly installments beginning on September 15, 2026. F2 · derivative.expiration_date: On July 1, 2026, the reporting person was granted 34,995 restricted stock units, vesting in eight equal quarterly installments beginning on September 15, 2026. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 21:35 UTC | Pagaya Technologies Ltd. PGY · Entity 2362 | Exercise / conversionClass A Ordinary Share | 4,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-062587 · wk-form4_1789680921.xml · nonDerivative · entry 1 Dobres Jonathan · CIK 0001814297 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,941 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 |
| September 12, 2026 Filed Sep 15, 2026 22:09 UTC | Pagaya Technologies Ltd. PGY · Entity 2362 | Exercise / conversionRestricted Stock Unit · Derivative | 1,125 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-062106 · wk-form4_1789510174.xml · derivative · entry 6 Dobres Jonathan · CIK 0001814297 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,250 Underlying: Class A Ordinary Share · 1,125 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. F3 · derivative.exercise_date: On March 13, 2025, the reporting person was granted 9,000 restricted stock units, vesting in eight equal quarterly installments beginning on June 12, 2025. F3 · derivative.expiration_date: On March 13, 2025, the reporting person was granted 9,000 restricted stock units, vesting in eight equal quarterly installments beginning on June 12, 2025. Read SEC document |
| September 12, 2026 Filed Sep 15, 2026 22:09 UTC | Pagaya Technologies Ltd. PGY · Entity 2362 | SaleClass A Ordinary Share | 582 | $20.21 | $11,762.22 |
DisclosureSEC source: 0001628280-26-062106 · wk-form4_1789510174.xml · nonDerivative · entry 4 Dobres Jonathan · CIK 0001814297 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,566 F1 · kind: Sale of securities was necessary to satisfy tax withholding obligations arising exclusively from the vesting of a compensatory award. Read SEC document |
| September 12, 2026 Filed Sep 15, 2026 22:09 UTC | Pagaya Technologies Ltd. PGY · Entity 2362 | Exercise / conversionClass A Ordinary Share | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-062106 · wk-form4_1789510174.xml · nonDerivative · entry 3 Dobres Jonathan · CIK 0001814297 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,148 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 2, 2026 20:13 UTC | Pagaya Technologies Ltd. PGY · Entity 2362 | GrantRestricted Stock Unit · Derivative | 34,995 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-046902 · wk-form4_1783023196.xml · derivative · entry 1 Dobres Jonathan · CIK 0001814297 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,995 Underlying: Class A Ordinary Share · 34,995 shares Expires not disclosed F1 · derivative.exercise_date: On July 1, 2026, the reporting person was granted 34,995 restricted stock units, vesting in eight equal quarterly installments beginning on September 15, 2026. F1 · derivative.expiration_date: On July 1, 2026, the reporting person was granted 34,995 restricted stock units, vesting in eight equal quarterly installments beginning on September 15, 2026. Read SEC document |
| June 25, 2026 Filed Sep 15, 2026 22:09 UTC | Pagaya Technologies Ltd. PGY · Entity 2362 | Exercise / conversionRestricted Stock Unit · Derivative | 1,117 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-062106 · wk-form4_1789510174.xml · derivative · entry 5 Dobres Jonathan · CIK 0001814297 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,812 Underlying: Class A Ordinary Share · 1,117 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_date: On April 1, 2026, the reporting person was granted 8,929 restricted stock units, vesting in eight equal quarterly installments beginning on June 25, 2026. This transaction is being reported late due to an inadvertent administrative error and not any error of the Reporting Person. F2 · derivative.expiration_date: On April 1, 2026, the reporting person was granted 8,929 restricted stock units, vesting in eight equal quarterly installments beginning on June 25, 2026. This transaction is being reported late due to an inadvertent administrative error and not any error of the Reporting Person. Read SEC document |
| June 25, 2026 Filed Sep 15, 2026 22:09 UTC | Pagaya Technologies Ltd. PGY · Entity 2362 | SaleClass A Ordinary Share | 403 | $15.48 | $6,238.44 |
DisclosureSEC source: 0001628280-26-062106 · wk-form4_1789510174.xml · nonDerivative · entry 2 Dobres Jonathan · CIK 0001814297 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,023 F1 · kind: Sale of securities was necessary to satisfy tax withholding obligations arising exclusively from the vesting of a compensatory award. Read SEC document |
| June 25, 2026 Filed Sep 15, 2026 22:09 UTC | Pagaya Technologies Ltd. PGY · Entity 2362 | Exercise / conversionClass A Ordinary Share | 1,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-062106 · wk-form4_1789510174.xml · nonDerivative · entry 1 Dobres Jonathan · CIK 0001814297 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,426 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.