Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CapsoVision, IncCV · Entity 5974 | Director | June 30, 2026 | July 02, 2026 |
| Cascade Acquisition CorpCASU · Entity 145010 | Director | November 19, 2020 | November 20, 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.
CapsoVision, Inc
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,909 |
Reported balance
After 2026-06-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-30 · Exercise / conversion · Acquired 2,022 · Balance 4,909 F1: Each Restricted Stock Unit (the "RSU") represents a contingent right to receive one share of the Issuer's common stock. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,023 |
Reported balance
After 2026-06-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-30 · Exercise / conversion · Disposed 2,022 · Balance 2,023 F2: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 3/19/2026 utilizing a fair market value (FMV) of a share of the issuers stock of $6.18. The RSU grant vests as to 50% of the RSUs subject to the award on June 30 of the applicable year and as to 50% of the RSUs subject to the award on December 31 of that year. This report reflects the vesting of one-half portion of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit (the "RSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 3/19/2026 utilizing a fair market value (FMV) of a share of the issuers stock of $6.18. The RSU grant vests as to 50% of the RSUs subject to the award on June 30 of the applicable year and as to 50% of the RSUs subject to the award on December 31 of that year. This report reflects the vesting of one-half portion of the original RSU grant and the acquisition by the Reporting Person of the underlying shares.
Cascade Acquisition Corp
Report date November 19, 2020 · Filed November 20, 2020
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Vizio Holding Corp.
Report date December 03, 2024 · Filed December 03, 2024
Section 16 reporting ended · disclosed 2024-12-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 14,072 |
Reported balance
After 2024-12-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-12-03 · Disposition to issuer · Disposed 88,652 · Balance 14,072 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated February 19, 2024, by and among the Issuer, Walmart Inc., a Delaware corporation ("Parent"), and Vista Acquisition Corp., Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), on December 3, 2024, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent. In connection with the Merger, the shares of Class A Common Stock reported on this Form 4 were cancelled and converted into the right to receive $11.50 in cash per share without interest (the "Merger Consideration"), subject to applicable withholding taxes and the terms and conditions of the Merger Agreement. F2: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock of the Issuer. |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-12-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-12-03 · Disposition to issuer · Disposed 14,072 · Balance 0 F2: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock of the Issuer. F3: Pursuant to the Merger Agreement, each RSU award held by a non-employee director that was outstanding and unvested as of immediately before the effective time of the Merger (a "Director RSU Award") accelerated and became fully vested. At the effective time of the Merger, each Director RSU Award was cancelled in exchange for the right to receive an amount in cash equal to the product of (1) the Merger Consideration multiplied by (2) the total number of shares of Issuer's Class A Common Stock covered by such Director RSU Award, subject to applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated February 19, 2024, by and among the Issuer, Walmart Inc., a Delaware corporation ("Parent"), and Vista Acquisition Corp., Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), on December 3, 2024, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent. In connection with the Merger, the shares of Class A Common Stock reported on this Form 4 were cancelled and converted into the right to receive $11.50 in cash per share without interest (the "Merger Consideration"), subject to applicable withholding taxes and the terms and conditions of the Merger Agreement.
F2: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock of the Issuer.
F3: Pursuant to the Merger Agreement, each RSU award held by a non-employee director that was outstanding and unvested as of immediately before the effective time of the Merger (a "Director RSU Award") accelerated and became fully vested. At the effective time of the Merger, each Director RSU Award was cancelled in exchange for the right to receive an amount in cash equal to the product of (1) the Merger Consideration multiplied by (2) the total number of shares of Issuer's Class A Common Stock covered by such Director RSU Award, subject to applicable withholding taxes.
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 30, 2026 Filed Jul 2, 2026 00:17 UTC | CapsoVision, Inc CV · Entity 5974 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 2,022 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001235498-26-000005 · wk-form4_1782951462.xml · derivative · entry 2 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,023 Underlying: Common Stock · 2,022 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: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 3/19/2026 utilizing a fair market value (FMV) of a share of the issuers stock of $6.18. The RSU grant vests as to 50% of the RSUs subject to the award on June 30 of the applicable year and as to 50% of the RSUs subject to the award on December 31 of that year. This report reflects the vesting of one-half portion of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. F2 · derivative.expiration_date: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 3/19/2026 utilizing a fair market value (FMV) of a share of the issuers stock of $6.18. The RSU grant vests as to 50% of the RSUs subject to the award on June 30 of the applicable year and as to 50% of the RSUs subject to the award on December 31 of that year. This report reflects the vesting of one-half portion of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 00:17 UTC | CapsoVision, Inc CV · Entity 5974 | Exercise / conversionCommon Stock | 2,022 | $7.58 | $15,326.76 |
DisclosureSEC source: 0001235498-26-000005 · wk-form4_1782951462.xml · nonDerivative · entry 1 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,909 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 · security: Each Restricted Stock Unit (the "RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 22:12 UTC | CapsoVision, Inc CV · Entity 5974 | GrantRestricted Stock Unit (RSU) · Derivative | 4,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001235498-26-000002 · wk-form4_1774303952.xml · derivative · entry 1 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,045 Underlying: Common Stock · 4,045 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (the "RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: These RSUs are scheduled to vest as to 50% of the RSUs on June 30, 2026 and as to 50% of the RSUs on December 31, 2026 subject to the Non-Employee Director's continued service on the Board through such vesting date. F2 · derivative.expiration_date: These RSUs are scheduled to vest as to 50% of the RSUs on June 30, 2026 and as to 50% of the RSUs on December 31, 2026 subject to the Non-Employee Director's continued service on the Board through such vesting date. Read SEC document |
| December 31, 2025 Filed Dec 31, 2025 22:10 UTC | CapsoVision, Inc CV · Entity 5974 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 2,887 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001235498-25-000007 · wk-form4_1767219044.xml · derivative · entry 2 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,887 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: These RSUs are scheduled to vest on December 31, 2025. F2 · derivative.expiration_date: These RSUs are scheduled to vest on December 31, 2025. Read SEC document |
| December 31, 2025 Filed Dec 31, 2025 22:10 UTC | CapsoVision, Inc CV · Entity 5974 | Exercise / conversionCommon Stock | 2,887 | $10.69 | $30,862.03 |
DisclosureSEC source: 0001235498-25-000007 · wk-form4_1767219044.xml · nonDerivative · entry 1 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,887 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 · security: Each Restricted Stock Unit (the "RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:01 UTC | CapsoVision, Inc CV · Entity 5974 | GrantRestricted Stock Unit (RSU) · Derivative | 2,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001235498-25-000005 · wk-form4_1758142882.xml · derivative · entry 1 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,887 Underlying: Common Stock · 2,887 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (the "RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: These RSUs are scheduled to vest on December 31, 2025 F2 · derivative.expiration_date: These RSUs are scheduled to vest on December 31, 2025 Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 14:57 UTC | Vizio Holding Corp. VZIO · Entity 85477 | Disposition to issuerClass A Common Stock | 14,072 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-132485 · ownership.xml · nonDerivative · entry 2 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock of the Issuer. F3 · price: Pursuant to the Merger Agreement, each RSU award held by a non-employee director that was outstanding and unvested as of immediately before the effective time of the Merger (a "Director RSU Award") accelerated and became fully vested. At the effective time of the Merger, each Director RSU Award was cancelled in exchange for the right to receive an amount in cash equal to the product of (1) the Merger Consideration multiplied by (2) the total number of shares of Issuer's Class A Common Stock covered by such Director RSU Award, subject to applicable withholding taxes. Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 14:57 UTC | Vizio Holding Corp. VZIO · Entity 85477 | Disposition to issuerClass A Common Stock | 88,652 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-132485 · ownership.xml · nonDerivative · entry 1 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,072 F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated February 19, 2024, by and among the Issuer, Walmart Inc., a Delaware corporation ("Parent"), and Vista Acquisition Corp., Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), on December 3, 2024, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent. In connection with the Merger, the shares of Class A Common Stock reported on this Form 4 were cancelled and converted into the right to receive $11.50 in cash per share without interest (the "Merger Consideration"), subject to applicable withholding taxes and the terms and conditions of the Merger Agreement. F2 · balance_after: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock of the Issuer. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 20:49 UTC | Vizio Holding Corp. VZIO · Entity 85477 | GrantClass A Common Stock | 18,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001835591-24-000065 · wk-form4_1718398182.xml · nonDerivative · entry 1 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,724 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. One-fourth of the RSUs will vest on each of September 12, 2024, December 12, 2024, March 12, 2025 and June 12, 2025, subject to the Reporting Person continuing as a service provider through each such date. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:38 UTC | Vizio Holding Corp. VZIO · Entity 85477 | GrantClass A Common Stock | 29,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001835591-23-000071 · wk-form4_1686602316.xml · nonDerivative · entry 1 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,962 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. One-fourth of the RSUs will vest on each of September 8, 2023, December 8, 2023, March 8, 2024 and June 8, 2024, provided that the Reporting Person remains a member of the Issuer's Board of Directors through each vesting date. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| August 18, 2022 Filed Aug 23, 2022 00:20 UTC | Vizio Holding Corp. VZIO · Entity 85477 | SaleClass A Common Stock | 7,471 | $12.52 | $93,568.30 |
DisclosureSEC source: 0001835591-22-000062 · wf-form4_166121402893199.xml · nonDerivative · entry 1 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,807 F1 · price: This transaction was executed in multiple trades at prices ranging from $12.51 to $12.541. The price reported above reflects the weighted average price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 09, 2022 Filed Aug 18, 2022 01:29 UTC | Vizio Holding Corp. VZIO · Entity 85477 | GrantClass A Common Stock | 19,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001835591-22-000057 · wf-form4_166078615331541.xml · nonDerivative · entry 1 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,278 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. One-fourth of the RSUs will vest on each of September 9, 2022, December 9, 2022, March 9, 2023 and June 9, 2023, provided that the Reporting Person remains a member of the Issuer's Board of Directors through each vesting date. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. The number of shares held following the reported transaction reflects a decrease of 2 shares to correct for a grant of RSUs that was previously reported in the Reporting Person's Form 4 filed June 14, 2021 as 588 RSUs, but should have been reported as 586 RSUs. Read SEC document |
| October 10, 2021 Filed Oct 15, 2021 01:20 UTC | Vizio Holding Corp. VZIO · Entity 85477 | GrantClass A Common Stock | 228 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-060515 · doc4.xml · nonDerivative · entry 1 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,116 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. One-fourth of the RSUs will vest on each of November 18, 2021, February 18, 2022, May 18, 2022 and August 18, 2022, provided that the Reporting Person remains a member of the Issuer's Board of Directors through each vesting date. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 23:19 UTC | Vizio Holding Corp. VZIO · Entity 85477 | GrantClass A Common Stock | 7,300 | $21.92 | $160,016.00 |
DisclosureSEC source: 0001209191-21-040410 · doc4.xml · nonDerivative · entry 2 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,888 F3 · shares: These securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock. One-fourth of the RSUs will vest on each of September 10, 2021, December 10, 2021, March 10, 2022 and June 10, 2022, provided that the Reporting Person remains a service provider through each vesting date. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 23:19 UTC | Vizio Holding Corp. VZIO · Entity 85477 | GrantClass A Common Stock | 588 | $21.92 | $12,888.96 |
DisclosureSEC source: 0001209191-21-040410 · doc4.xml · nonDerivative · entry 1 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,588 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. 100% of the RSUs will vest on June 30, 2021, provided that the Reporting Person remains a service provider through such vesting date. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| March 29, 2021 Filed Mar 30, 2021 00:26 UTC | Vizio Holding Corp. VZIO · Entity 85477 | PurchaseClass A Common Stock | 35,000 | $21.00 | $735,000.00 |
DisclosureSEC source: 0001209191-21-023496 · doc4.xml · nonDerivative · entry 1 GOUW JULIA S · CIK 0001235498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 F1 · shares: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of Class A Common Stock. 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.