Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Affirm Holdings, Inc.AFRM · Entity 1572 | Director | November 18, 2021 | November 22, 2021 |
| Angi Inc.ANGI · Entity 6364 | Director | June 20, 2026 | June 22, 2026 |
| TripAdvisor, Inc.TRIP · Entity 4890 | Director | June 29, 2026 | July 01, 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.
Affirm Holdings, Inc.
Report date November 18, 2021 · Filed November 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 757,808 |
Reported balance
After 2021-11-18 transaction · row 1
1 source rowRow 1 · 2021-11-18 · Exercise / conversion · Acquired 4,082 · Balance 757,808 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-01-12 | Direct | 0 |
Reported balance
After 2021-11-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-11-18 · Exercise / conversion · Disposed 4,082 · Balance 0 F4: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F5: The number of RSUs owned has been increased by one due to a rounding error on the Reporting Person's Form 3 filed on January 13, 2021. F6: Restricted stock units vest in full upon the earlier of November 18, 2021 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 757 |
Reported balance
Holding disclosure · report date 2021-11-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 757 F1: These shares are held of record by Spark Capital Growth Founders' Fund III, L.P. ("Spark Capital Growth FF III"). Spark Growth Management Partners III, LLC ("SGMP III") is the general partner of Spark Capital Growth FF III. The Reporting Person is the managing member of SGMP III, which makes all voting and investment decisions for the fund through its investment committee, of which the Reporting Person is also a member. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 74,243 |
Reported balance
Holding disclosure · report date 2021-11-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 74,243 F2: These shares are held of record by Spark Capital Growth Fund III, L.P. ("Spark Capital Growth III"). SGMP III is the general partner of Spark Capital Growth III. The Reporting Person is the managing member of SGMP III, which makes all voting and investment decisions for the fund through its investment committee, of which the Reporting Person is also a member. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 12,572 |
Reported balance
Holding disclosure · report date 2021-11-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 12,572 F3: The shares are held by Spark Capital Parters, LLC ("SCP"). The Reporting Person is a managing member of SCP and may be deemed to share investment, voting and dispositive power over these shares. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, if any, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held of record by Spark Capital Growth Founders' Fund III, L.P. ("Spark Capital Growth FF III"). Spark Growth Management Partners III, LLC ("SGMP III") is the general partner of Spark Capital Growth FF III. The Reporting Person is the managing member of SGMP III, which makes all voting and investment decisions for the fund through its investment committee, of which the Reporting Person is also a member. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F2: These shares are held of record by Spark Capital Growth Fund III, L.P. ("Spark Capital Growth III"). SGMP III is the general partner of Spark Capital Growth III. The Reporting Person is the managing member of SGMP III, which makes all voting and investment decisions for the fund through its investment committee, of which the Reporting Person is also a member. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F3: The shares are held by Spark Capital Parters, LLC ("SCP"). The Reporting Person is a managing member of SCP and may be deemed to share investment, voting and dispositive power over these shares. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, if any, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F4: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F5: The number of RSUs owned has been increased by one due to a rounding error on the Reporting Person's Form 3 filed on January 13, 2021.
F6: Restricted stock units vest in full upon the earlier of November 18, 2021 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date.
Angi Inc.
Report date June 20, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 14,787 |
Reported balance
After 2026-06-20 transaction · row 1
1 source rowRow 1 · 2026-06-20 · Exercise / conversion · Acquired 2,580 · Balance 14,787 F1: Restricted stock units convert into Class A Common Stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-20 · Exercise / conversion · Disposed 2,580 · Balance 0 F1: Restricted stock units convert into Class A Common Stock on a one-for-one basis. F2: On June 20, 2023, the reporting person was granted 77,399 restricted stock units (on a pre-reverse stock split basis), vesting in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into Class A Common Stock on a one-for-one basis.
F2: On June 20, 2023, the reporting person was granted 77,399 restricted stock units (on a pre-reverse stock split basis), vesting in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service.
TripAdvisor, Inc.
Report date June 29, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 110,472 |
Reported balance
After 2026-06-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-29 · Grant · Acquired 17,818 · Balance 110,472 F1: Represents shares underlying restricted stock units ("RSUs") granted under the Tripadvisor, Inc. 2023 Stock and Annual Incentive Plan in connection with such individual's election to the Company's Board of Directors on June 29, 2026. Such RSUs vest in full on June 29, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares underlying restricted stock units ("RSUs") granted under the Tripadvisor, Inc. 2023 Stock and Annual Incentive Plan in connection with such individual's election to the Company's Board of Directors on June 29, 2026. Such RSUs vest in full on June 29, 2027.
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 09, 2021 Filed Sep 13, 2021 22:17 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | ConversionClass A Common Stock | 4,134,392 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-035719 · doc4.xml · nonDerivative · entry 4 Philips Jeremy · CIK 0001536014 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 8,268,784 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. F4 · ownership.nature: These shares are held of record by Spark Capital Growth Fund, L.P. ("Spark Capital Growth"). SGMP is the general partner of Spark Capital Growth. The Reporting Person is the managing member of SGMP, which makes all voting and investment decisions for the fund through its investment committee, of which the Reporting Person is also a member. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 22:17 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | ConversionClass A Common Stock | 484,361 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-035719 · doc4.xml · nonDerivative · entry 3 Philips Jeremy · CIK 0001536014 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,042,965 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 · ownership.nature: These shares are held of record by Spark Capital Growth Fund III, L.P. ("Spark Capital Growth III"). SGMP III is the general partner of Spark Capital Growth III. The Reporting Person is the managing member of SGMP III, which makes all voting and investment decisions for the fund through its investment committee, of which the Reporting Person is also a member. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 22:17 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | ConversionClass A Common Stock | 4,942 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-035719 · doc4.xml · nonDerivative · entry 2 Philips Jeremy · CIK 0001536014 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 10,641 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 · ownership.nature: These shares are held of record by Spark Capital Growth Founders' Fund III, L.P. ("Spark Capital Growth FF III"). Spark Growth Management Partners III, LLC ("SGMP III") is the general partner of Spark Capital Growth FF III. The Reporting Person is the managing member of SGMP III, which makes all voting and investment decisions for the fund through its investment committee, of which the Reporting Person is also a member. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 22:17 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | ConversionClass A Common Stock | 40,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-035719 · doc4.xml · nonDerivative · entry 1 Philips Jeremy · CIK 0001536014 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 81,850 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 · ownership.nature: These shares are held of record by Spark Capital Growth Founders' Fund, L.P. ("Spark Capital Growth FF"). Spark Growth Management Partners, LLC ("SGMP") is the general partner of Spark Capital Growth FF. The Reporting Person is the managing member of SGMP, which makes all voting and investment decisions for the fund through its investment committee, of which the Reporting Person is also a member. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 22:04 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | GrantCommon Stock | 6,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-019665 · form4.xml · nonDerivative · entry 1 Philips Jeremy · CIK 0001536014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,104 F1 · security: Represents shares underlying RSUs granted under the Issuer's 2018 Stock and Annual Incentive Plan in connection with such individual's election to the Issuer's Board of Directors on June 8, 2021. Such RSUs vest in full on June 8, 2022. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 13:55 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | Disposition to issuerCommon Stock | 16,129 | $49.43 | $797,191.95 |
DisclosureSEC source: 0001127602-21-008959 · form4.xml · nonDerivative · entry 1 Philips Jeremy · CIK 0001536014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,102 F1 · price: The transaction was executed in multiple trades with the weighted average sales price listed above. The reporting person undertakes to provide information regarding the number of shares and prices at which the transaction was effected upon request of the SEC staff, the issuer or a security holder of the issuer. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 21:19 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | PurchaseClass A Common Stock | 757 | $49.00 | $37,093.00 |
DisclosureSEC source: 0001209191-21-003764 · doc4.xml · nonDerivative · entry 2 Philips Jeremy · CIK 0001536014 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spark Capital Growth Founders' Fund III, L.P. Disclosed balance after: 5,699 F1 · ownership.nature: The Reporting Person is the managing member of the general partner of Spark Capital Growth Fund, L.P., Spark Capital Growth Founders' Fund, L.P., Spark Capital Growth Fund III, L.P. and Spark Capital Growth Founders' Fund III, L.P., which makes all voting and investment decisions for these funds through its investment committee, of which the Reporting Person is also a member. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 21:19 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | PurchaseClass A Common Stock | 74,243 | $49.00 | $3,637,907.00 |
DisclosureSEC source: 0001209191-21-003764 · doc4.xml · nonDerivative · entry 1 Philips Jeremy · CIK 0001536014 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spark Capital Growth Fund III, L.P. Disclosed balance after: 558,604 F1 · ownership.nature: The Reporting Person is the managing member of the general partner of Spark Capital Growth Fund, L.P., Spark Capital Growth Founders' Fund, L.P., Spark Capital Growth Fund III, L.P. and Spark Capital Growth Founders' Fund III, L.P., which makes all voting and investment decisions for these funds through its investment committee, of which the Reporting Person is also a member. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 21:18 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | GrantCommon Stock, Par Value $.001 Per Share | 7,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-019448 · form4.xml · nonDerivative · entry 1 Philips Jeremy · CIK 0001536014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,858 F1 · shares: Represents shares underlying restricted stock units ("RSUs") granted under the Issuer's 2018 Stock and Annual Incentive Plan in consideration for services rendered as a member of the Issuer's Board of Directors. Such RSUs to vest in full on the first anniversary of the grant date. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 20:49 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | GrantCommon Stock | 668 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-034430 · form4.xml · nonDerivative · entry 1 Philips Jeremy · CIK 0001536014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,231 F1 · shares: Represents dividend equivalent rights that accrued on December 4, 2019 with respect to restricted stock units that were granted in consideration for services as a member of the Board of Directors. Such additional securities vest on the same terms as the securities to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 20:58 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | GrantCommon Stock | 5,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-021566 · form4.xml · nonDerivative · entry 1 Philips Jeremy · CIK 0001536014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,563 F1 · shares: Represents shares underlying restricted stock units ("RSUs") granted under the Issuer's 2018 Stock and Annual Incentive Plan in consideration for services rendered as a member of the Issuer's Board of Directors. Such RSUs to vest in full on the first anniversary of the grant date. Read SEC document |
| June 21, 2018 Filed Jun 26, 2018 01:52 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | GrantCommon Stock | 4,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021880 · form4.xml · nonDerivative · entry 1 Philips Jeremy · CIK 0001536014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,106 F1 · shares: Represents shares underlying restricted stock units ("RSUs") granted under the Issuer's 2011 Amended and Restated Stock and Annual Incentive Plan, as amended (the "2011 Stock Plan"), granted in consideration for services rendered as a member of the Issuer's Board of Directors. Such RSUs vest in full on the first anniversary of the grant date. Read SEC document |
| June 22, 2017 Filed Jun 28, 2017 23:47 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | GrantCommon Stock | 6,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-022315 · form4.xml · nonDerivative · entry 1 Philips Jeremy · CIK 0001536014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,994 F1 · security: Represents shares underlying Restricted Stock Units ("RSUs") granted under the Company's Amended and Restated 2011 Stock and Annual Incentive Plan, in connection with such individual's election to the Company's Board of Directors. Such RSUs to vest in full on the first anniversary of the date of grant. 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.