Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Velo3D, Inc.VELO · Entity 5750 | Director | September 12, 2026 | September 15, 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.
Velo3D, Inc.
Report date September 12, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,335 |
Reported balance
After 2026-09-12 transaction · row 1
1 source rowRow 1 · 2026-09-12 · Exercise / conversion · Acquired 1,960 · Balance 16,335 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 5,883 |
Reported balance
After 2026-09-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-12 · Exercise / conversion · Disposed 1,960 · Balance 5,883 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of Velo3D, Inc. (the "Company"), granted under the Company's 2021 Equity Incentive Plan. The Compensation Committee (the "Committee") of the Board of Directors of the Company, in its sole discretion, may settle earned RSUs in cash, shares of common stock of the Company, or a combination of both. F2: The RSUs shall vest as to 25% of the total grant quarterly, commencing September 12, 2026, with the remainder of grant vesting on each subsequent quarter, December 12, 2026, March 12, 2027 and June 12, 2027, subject to the Reporting Person's continued service to the Issuer on each vesting date. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 7,000 |
Reported balance
Holding disclosure · report date 2026-09-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,000 F3: The reported securities are held in an individual retirement account ("IRA") for the benefit of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of Velo3D, Inc. (the "Company"), granted under the Company's 2021 Equity Incentive Plan. The Compensation Committee (the "Committee") of the Board of Directors of the Company, in its sole discretion, may settle earned RSUs in cash, shares of common stock of the Company, or a combination of both.
F2: The RSUs shall vest as to 25% of the total grant quarterly, commencing September 12, 2026, with the remainder of grant vesting on each subsequent quarter, December 12, 2026, March 12, 2027 and June 12, 2027, subject to the Reporting Person's continued service to the Issuer on each vesting date.
F3: The reported securities are held in an individual retirement account ("IRA") for the benefit of the reporting person.
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 12, 2026 Filed Sep 15, 2026 19:58 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionRestricted Stock Unit · Derivative | 1,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-391865 · ownership.xml · derivative · entry 3 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,883 Underlying: Common Stock · 1,960 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of Velo3D, Inc. (the "Company"), granted under the Company's 2021 Equity Incentive Plan. The Compensation Committee (the "Committee") of the Board of Directors of the Company, in its sole discretion, may settle earned RSUs in cash, shares of common stock of the Company, or a combination of both. F2 · derivative.exercise_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing September 12, 2026, with the remainder of grant vesting on each subsequent quarter, December 12, 2026, March 12, 2027 and June 12, 2027, subject to the Reporting Person's continued service to the Issuer on each vesting date. F2 · derivative.expiration_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing September 12, 2026, with the remainder of grant vesting on each subsequent quarter, December 12, 2026, March 12, 2027 and June 12, 2027, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| September 12, 2026 Filed Sep 15, 2026 19:58 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionCommon Stock | 1,960 | $10.53 | $20,638.80 |
DisclosureSEC source: 0001193125-26-391865 · ownership.xml · nonDerivative · entry 1 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,335 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 |
| June 27, 2026 Filed Jun 30, 2026 20:53 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionRestricted Stock Unit · Derivative | 3,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-290757 · ownership.xml · derivative · entry 3 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,843 Underlying: Common Stock · 3,188 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of Velo3D, Inc. (the "Company"), granted under the Company's 2021 Equity Incentive Plan. The Compensation Committee (the "Committee") of the Board of Directors of the Company, in its sole discretion, may settle earned RSUs in cash, shares of common stock of the Company, or a combination of both. F2 · derivative.exercise_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing June 27, 2025, with the grant vesting on each subsequent quarter September 27, 2025, December 27, 2025, March 27, 2026, and June 27, 2026 subject to the Reporting Person's continued service to the Issuer on each vesting date. F2 · derivative.expiration_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing June 27, 2025, with the grant vesting on each subsequent quarter September 27, 2025, December 27, 2025, March 27, 2026, and June 27, 2026 subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| June 27, 2026 Filed Jun 30, 2026 20:53 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionCommon Stock | 3,188 | $16.64 | $53,048.32 |
DisclosureSEC source: 0001193125-26-290757 · ownership.xml · nonDerivative · entry 1 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,375 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 |
| June 12, 2026 Filed Jun 16, 2026 21:33 UTC | Velo3D, Inc. VELO · Entity 5750 | GrantRestricted Stock Unit · Derivative | 7,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-272944 · ownership.xml · derivative · entry 3 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,031 Underlying: Common Stock · 7,843 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of Velo3D, Inc. (the "Company"), granted under the Company's 2021 Equity Incentive Plan. The Compensation Committee (the "Committee") of the Board of Directors of the Company, in its sole discretion, may settle earned RSUs in cash, shares of common stock of the Company, or a combination of both. F3 · derivative.exercise_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing September 12, 2026, with the remainder of grant vesting on each subsequent quarter, December 12, 2026, March 12, 2027 and June 12, 2027, subject to the Reporting Person's continued service to the Issuer on each vesting date. F3 · derivative.expiration_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing September 12, 2026, with the remainder of grant vesting on each subsequent quarter, December 12, 2026, March 12, 2027 and June 12, 2027, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| May 28, 2026 Filed May 29, 2026 23:50 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionRestricted Stock Units · Derivative | 1,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-249158 · ownership.xml · derivative · entry 3 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,188 Underlying: Common Stock · 1,623 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 ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock upon settlement for no consideration. F3 · derivative.exercise_date: Initial RSU award granted upon joining the Board, which vested on the first anniversary of the grant date, following the director's continued service on the Board through the vesting date. F3 · derivative.expiration_date: Initial RSU award granted upon joining the Board, which vested on the first anniversary of the grant date, following the director's continued service on the Board through the vesting date. F4 · balance_after: Reflects an adjustment to a previously reported amount on 03/27/2026 from 11,187 to 4,811 due to a clerical error. Read SEC document |
| May 28, 2026 Filed May 29, 2026 23:50 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionCommon Stock | 1,623 | $25.80 | $41,873.40 |
DisclosureSEC source: 0001193125-26-249158 · ownership.xml · nonDerivative · entry 1 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,187 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 |
| March 27, 2026 Filed Mar 31, 2026 20:52 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionRestricted Stock Units · Derivative | 3,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-134840 · ownership.xml · derivative · entry 3 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,187 Underlying: Common Stock · 3,188 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_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock upon settlement for no consideration. F4 · derivative.exercise_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing June 27, 2025, with the remainder of grant vesting on each subsequent September 27, 2025, December 27, 2025, March 27, 2026, and June 27, 2026, subject to the Reporting Person's continued service to the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing June 27, 2025, with the remainder of grant vesting on each subsequent September 27, 2025, December 27, 2025, March 27, 2026, and June 27, 2026, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:52 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionCommon Stock | 3,188 | $10.00 | $31,880.00 |
DisclosureSEC source: 0001193125-26-134840 · ownership.xml · nonDerivative · entry 1 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,564 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 |
| December 27, 2025 Filed Dec 30, 2025 23:16 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionRestricted Stock Units · Derivative | 3,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-337357 · ownership.xml · derivative · entry 2 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,999 Underlying: Common Stock · 3,188 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing June 27, 2025, with the remainder of grant vesting on each subsequent September 27, 2025, December 27, 2025, March 27, 2026, and June 27, 2026, subject to the Reporting Person's continued service to the Issuer on each vesting date. F2 · derivative.expiration_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing June 27, 2025, with the remainder of grant vesting on each subsequent September 27, 2025, December 27, 2025, March 27, 2026, and June 27, 2026, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| December 27, 2025 Filed Dec 30, 2025 23:16 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionCommon Stock | 3,188 | $13.50 | $43,038.00 |
DisclosureSEC source: 0001193125-25-337357 · ownership.xml · nonDerivative · entry 1 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,376 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 |
| November 03, 2025 Filed Feb 18, 2026 21:07 UTC | Velo3D, Inc. VELO · Entity 5750 | PurchaseCommon Stock | 1,000 | $4.95 | $4,950.00 |
DisclosureSEC source: 0001193125-26-057038 · ownership.xml · nonDerivative · entry 2 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 13,376 F2 · ownership.nature: The reported securities are held in a managed investment account for the benefit of the reporting person. The reporting person retains beneficial ownership of the securities. Read SEC document |
| September 27, 2025 Filed Oct 1, 2025 19:16 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionRestricted Stock Units · Derivative | 3,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-226656 · ownership.xml · derivative · entry 2 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,187 Underlying: Common Stock · 3,188 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing June 27, 2025, with the remainder of grant vesting on each subsequent September 27, 2025, December 27, 2025, March 27, 2026, and June 27, 2026, subject to the Reporting Person's continued service to the Issuer on each vesting date. F2 · derivative.expiration_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing June 27, 2025, with the remainder of grant vesting on each subsequent September 27, 2025, December 27, 2025, March 27, 2026, and June 27, 2026, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| September 27, 2025 Filed Oct 1, 2025 19:16 UTC | Velo3D, Inc. VELO · Entity 5750 | Exercise / conversionCommon Stock | 3,188 | $3.01 | $9,595.88 |
DisclosureSEC source: 0001193125-25-226656 · ownership.xml · nonDerivative · entry 1 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,188 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 04, 2025 Filed Feb 18, 2026 21:07 UTC | Velo3D, Inc. VELO · Entity 5750 | PurchaseCommon Stock | 6,000 | $3.74 | $22,440.00 |
DisclosureSEC source: 0001193125-26-057038 · ownership.xml · nonDerivative · entry 1 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 12,376 F1 · ownership.nature: The reported securities are held in an individual retirement account ("IRA") for the benefit of the reporting person. Read SEC document |
| June 27, 2025 Filed Sep 23, 2025 23:28 UTC | Velo3D, Inc. VELO · Entity 5750 | GrantRestricted Stock Unit · Derivative | 12,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-213756 · ownership.xml · derivative · entry 1 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,375 Underlying: Common Stock · 12,752 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing June 27, 2025, with the remainder of grant vesting on each subsequent September 27, 2025, December 27, 2025, and March 27, 2025, subject to the Reporting Person's continued service to the Issuer on each vesting date. F2 · derivative.expiration_date: The RSUs shall vest as to 25% of the total grant quarterly, commencing June 27, 2025, with the remainder of grant vesting on each subsequent September 27, 2025, December 27, 2025, and March 27, 2025, subject to the Reporting Person's continued service to the Issuer on each vesting date. F3 · balance_after: Reflects the 1-for-15 reverse stock split effected by the Issuer on July 25, 2025. Read SEC document |
| May 28, 2025 Filed Jun 5, 2025 19:03 UTC | Velo3D, Inc. VLDX · Entity 5750 | GrantRestricted Stock Units · Derivative | 24,331 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-082237 · ownership.xml · derivative · entry 1 Lloyd Jason Michael · CIK 0002070551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,331 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: Initial RSU award after joining the Board, which vests on the first anniversary of the grant date, provided such director continues to serve as a director through the vesting date. F2 · derivative.expiration_date: Initial RSU award after joining the Board, which vests on the first anniversary of the grant date, provided such director continues to serve as a director through the 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.