Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Maplebear Inc.CART · Entity 3475 | Director | May 22, 2026 | May 27, 2026 |
| Serve Robotics Inc. /DE/SERV · Entity 5633 | Director | June 17, 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.
Maplebear Inc.
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,602 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 6,048 · Balance 27,602 F1: The shares represent restricted stock units, which vest in full on the earlier of (i) the date of the Issuer's next annual meeting of stockholders (or the date immediately prior to such meeting if the Reporting Person's service as a director ends at such meeting due to the Reporting Person's failure to be re-elected or the Reporting Person not standing for re-election) or (ii) the one-year anniversary of the grant date, in each case subject to the Reporting Person's continued service through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares represent restricted stock units, which vest in full on the earlier of (i) the date of the Issuer's next annual meeting of stockholders (or the date immediately prior to such meeting if the Reporting Person's service as a director ends at such meeting due to the Reporting Person's failure to be re-elected or the Reporting Person not standing for re-election) or (ii) the one-year anniversary of the grant date, in each case subject to the Reporting Person's continued service through such date.
Serve Robotics Inc. /DE/
Report date June 17, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,402 |
Reported balance
After 2026-06-17 transaction · row 1
1 source rowRow 1 · 2026-06-17 · Grant · Acquired 20,000 · Balance 78,402 F1: 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: 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: 0001736341-26-000007 · wk-form4_1781818603.xml · nonDerivative · entry 1 Sarafan Lily · CIK 0001736341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,402 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 17, 2027. Read SEC document |
| May 22, 2026 Filed May 27, 2026 20:16 UTC | Maplebear Inc. CART · Entity 3475 | GrantCommon Stock | 6,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001736341-26-000005 · wk-form4_1779912973.xml · nonDerivative · entry 1 Sarafan Lily · CIK 0001736341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,602 F1 · shares: The shares represent restricted stock units, which vest in full on the earlier of (i) the date of the Issuer's next annual meeting of stockholders (or the date immediately prior to such meeting if the Reporting Person's service as a director ends at such meeting due to the Reporting Person's failure to be re-elected or the Reporting Person not standing for re-election) or (ii) the one-year anniversary of the grant date, in each case subject to the Reporting Person's continued service through such date. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:03 UTC | Maplebear Inc. CART · Entity 3475 | SaleCommon Stock | 3,500 | $36.53 | $127,847.30 |
DisclosureSEC source: 0001736341-26-000003 · wk-form4_1772226231.xml · nonDerivative · entry 1 Sarafan Lily · CIK 0001736341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,554 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.5201 to $36.53 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 21:46 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001832483-25-000050 · wk-form4_1750715212.xml · nonDerivative · entry 1 Sarafan Lily · CIK 0001736341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,402 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 |
| May 22, 2025 Filed May 27, 2025 20:21 UTC | Maplebear Inc. CART · Entity 3475 | GrantCommon Stock | 6,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015673 · form4.xml · nonDerivative · entry 1 Sarafan Lily · CIK 0001736341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,054 F1 · shares: The shares represent restricted stock units, which vest in full on the earlier of (i) the date of the Issuer's next annual meeting of stockholders (or the date immediately prior to such meeting if the Reporting Person's service as a director ends at such meeting due to the Reporting Person's failure to be re-elected or the Reporting Person not standing for re-election) or (ii) the one-year anniversary of the grant date, in each case subject to the Reporting Person's continued service through such date. Read SEC document |
| December 04, 2024 Filed Dec 6, 2024 22:54 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134238 · ownership.xml · nonDerivative · entry 1 Sarafan Lily · CIK 0001736341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,402 F1 · shares: Represents shares of Common Stock underlying a time-based 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) December 4, 2025. Read SEC document |
| May 29, 2024 Filed May 31, 2024 20:10 UTC | Maplebear Inc. CART · Entity 3475 | GrantCommon Stock | 6,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017110 · form4.xml · nonDerivative · entry 1 Sarafan Lily · CIK 0001736341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,874 F1 · shares: The shares represent restricted stock units, which vest in full on the earlier of (i) the date of the Issuer's next annual meeting of stockholders (or the date immediately prior to such meeting if the Reporting Person's service as a director ends at such meeting due to the Reporting Person's failure to be re-elected or the Reporting Person not standing for re-election) or (ii) the one-year anniversary of the grant date, in each case subject to the Reporting Person's continued service through such date. Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 23:01 UTC | Maplebear Inc. CART · Entity 3475 | OtherCommon Stock | 12,033 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-050514 · doc4.xml · nonDerivative · entry 2 Sarafan Lily · CIK 0001736341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,033 F1 · kind: Each share of Non-Voting Common Stock was automatically converted into one share of Common Stock in connection with the closing of the Issuer's initial public offering of common stock. F1 · price: Each share of Non-Voting Common Stock was automatically converted into one share of Common Stock in connection with the closing of the Issuer's initial public offering of common stock. Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 23:01 UTC | Maplebear Inc. CART · Entity 3475 | OtherNon-Voting Common Stock | 12,033 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-050514 · doc4.xml · nonDerivative · entry 1 Sarafan Lily · CIK 0001736341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Each share of Non-Voting Common Stock was automatically converted into one share of Common Stock in connection with the closing of the Issuer's initial public offering of common stock. F1 · price: Each share of Non-Voting Common Stock was automatically converted into one share of Common Stock in connection with the closing of the Issuer's initial public offering of common stock. Read SEC document |
| September 18, 2023 Filed Sep 21, 2023 00:25 UTC | Maplebear Inc. CART · Entity 3475 | GrantNon-Voting Common Stock | 12,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050230 · doc4.xml · nonDerivative · entry 1 Sarafan Lily · CIK 0001736341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,033 F1 · security: All outstanding shares of non-voting common stock and shares of non-voting common stock underlying outstanding equity securities will convert into an equivalent number of shares of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. F2 · shares: Consists of previously granted restricted stock units ("RSUs") for which the liquidity event-based vesting condition was satisfied upon the effectiveness of the registration statement on Form S-1 filed by the Issuer in connection with the Issuer's initial public offering. Certain of the RSUs remain subject to service-based vesting conditions. 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.