Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverCommerce Inc.EVCM · Entity 4719 | Director | July 01, 2021 | July 01, 2021 |
| Gemini Space Station, Inc.GEMI · Entity 5416 | Director | June 16, 2026 | June 18, 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.
EverCommerce Inc.
Report date July 01, 2021 · Filed July 01, 2021
This filing explicitly reported no securities owned.
Gemini Space Station, Inc.
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 121,727 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 42,462 · Balance 121,727 F1: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock upon vesting. The RSUs vest on the earlier of (i) the first anniversary of the grant date and (ii) the day immediately preceding the Issuer's next annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock upon vesting. The RSUs vest on the earlier of (i) the first anniversary of the grant date and (ii) the day immediately preceding the Issuer's next annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service through the applicable vesting date.
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 16, 2026 Filed Jun 18, 2026 14:38 UTC | Gemini Space Station, Inc. GEMI · Entity 5416 | GrantClass A Common Stock | 42,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001866014-26-000002 · wk-form4_1781793490.xml · nonDerivative · entry 1 Durham Jonathan B · CIK 0001866014 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,727 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock upon vesting. The RSUs vest on the earlier of (i) the first anniversary of the grant date and (ii) the day immediately preceding the Issuer's next annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| September 11, 2025 Filed Sep 16, 2025 01:24 UTC | Gemini Space Station, Inc. GEMI · Entity 5416 | GrantClass A Common Stock | 72,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-090137 · tm2526178-2_4seq1.xml · nonDerivative · entry 2 Durham Jonathan B · CIK 0001866014 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,265 F2 · shares: In connection with the Issuer's initial public offering and related reorganizational transactions, the reporting person received 72,123 shares of Class A common stock in exchange for the reporting person's corresponding incentive profits interest units in Gemini Astronaut Corps, LLC. Read SEC document |
| September 11, 2025 Filed Sep 16, 2025 01:24 UTC | Gemini Space Station, Inc. GEMI · Entity 5416 | GrantClass A Common Stock | 7,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-090137 · tm2526178-2_4seq1.xml · nonDerivative · entry 1 Durham Jonathan B · CIK 0001866014 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,142 F1 · shares: Represents a grant of 7,142 restricted stock units ("RSUs"), which will vest in full on the first anniversary of the grant date, subject to the reporting person's continuous service through such date. Each RSU represents a contingent right to receive one share 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.