Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Serve Robotics Inc. /DE/SERV · Entity 5633 | 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.
Serve Robotics Inc. /DE/
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,125 |
Ending reported balance
After 2026-06-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-16 · Sale · Disposed 10,600 · Balance 35,125 F1: Sale effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on September 29, 2025. Row 2 · 2026-06-17 · Grant · Acquired 20,000 · Balance 55,125 F2: Represents shares of Common Stock underlying a restricted stock unit award ("RSU"). The RSU will vest in full on the earlier to occur of (i) the Issuer's next annual shareholder meeting or (ii) June 17, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on September 29, 2025.
F2: Represents shares of Common Stock underlying a restricted stock unit award ("RSU"). The RSU will vest in full on the earlier to occur of (i) the Issuer's next annual shareholder meeting or (ii) June 17, 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 |
|---|---|---|---|---|---|---|
| June 17, 2026 Filed Jun 18, 2026 21:36 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002031782-26-000002 · wk-form4_1781818592.xml · nonDerivative · entry 2 Goldberg David Michael · CIK 0002031782 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 55,125 F2 · shares: Represents shares of Common Stock underlying a restricted stock unit award ("RSU"). The RSU will vest in full on the earlier to occur of (i) the Issuer's next annual shareholder meeting or (ii) June 17, 2027. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 21:36 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 10,600 | $7.20 | $76,320.00 |
DisclosureSEC source: 0002031782-26-000002 · wk-form4_1781818592.xml · nonDerivative · entry 1 Goldberg David Michael · CIK 0002031782 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,125 F1 · kind: Sale effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on September 29, 2025. Read SEC document |
| September 24, 2025 Filed Sep 24, 2025 20:29 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,000 | $13.58 | $67,900.00 |
DisclosureSEC source: 0002031782-25-000003 · wk-form4_1758745789.xml · nonDerivative · entry 1 Goldberg David Michael · CIK 0002031782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,725 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $13.58 to $13.59, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 23, 2025 Filed Jun 23, 2025 21:42 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 10,700 | $10.63 | $113,748.49 |
DisclosureSEC source: 0001832483-25-000048 · wk-form4_1750714934.xml · nonDerivative · entry 2 Goldberg David Michael · CIK 0002031782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,725 F2 · shares: Represents shares of the Issuer's common stock sold to satisfy tax obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs. Such sale was executed pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $10.63 to $10.64, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 23, 2025 Filed Jun 23, 2025 21:42 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001832483-25-000048 · wk-form4_1750714934.xml · nonDerivative · entry 1 Goldberg David Michael · CIK 0002031782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,425 F1 · shares: Represents shares of Common Stock underlying a restricted stock unit award ("RSU"). The RSU will vest in full on the earlier to occur of (i) the Issuer's next annual shareholder meeting or (ii) June 12, 2026. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:53 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 15,000 | $9.06 | $135,870.00 |
DisclosureSEC source: 0000950170-24-133331 · ownership.xml · nonDerivative · entry 1 Goldberg David Michael · CIK 0002031782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,425 Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 21:53 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-131584 · ownership.xml · nonDerivative · entry 1 Goldberg David Michael · CIK 0002031782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,425 F1 · shares: The RSU Award shall vest in full on the earlier to occur of (i) the Issuer's next annual meeting or (ii) the one-year anniversary of the Reporting Person's appointment to the Board of Directors of the Issuer. Read SEC document |
| August 29, 2024 Filed Aug 30, 2024 20:16 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 13,575 | $9.22 | $125,118.06 |
DisclosureSEC source: 0000950170-24-102351 · ownership.xml · nonDerivative · entry 1 Goldberg David Michael · CIK 0002031782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,425 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs. Such sale was executed pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $9.20 to $9.23, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. 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.