Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Shift4 Payments, Inc.FOUR · Entity 4172 | Director | June 15, 2026 | June 17, 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.
Shift4 Payments, Inc.
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 14,772 |
Reported balance
After 2026-06-15 transaction · row 1
1 source rowRow 1 · 2026-06-15 · Grant · Acquired 5,100 · Balance 14,772 F1: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date, subject to the Reporting Person's continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date, subject to the Reporting Person's continued service.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
New Home Co Inc.
Report date September 08, 2021 · Filed September 09, 2021
Section 16 reporting ended · disclosed 2021-09-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-09-08 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2021-09-08 · Other · Disposed 58,385 · Balance 0 F1: Reflects disposition of Issuer common stock in connection with the consummation of the transactions contemplated by that certain Agreement and Plan of Merger, dated as of July 23, 2021 (the "Merger Agreement"), by and among Newport Holdings, LLC, Newport Merger Sub, Inc. ("Merger Sub") and the Issuer, including the completion of a tender offer to purchase (the "Offer") all of the outstanding shares of Issuer common stock at a price of $9.00 per share in cash, without interest and subject to applicable withholding (the "Offer Price"), and the consummation of the merger (the "Merger") between the Issuer and Merger Sub on September 8, 2021. Each share of Issuer common stock tendered in the Offer was acquired by Merger Sub in exchange for the Offer Price. As of the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock was cancelled in exchange for the Offer Price. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-09-08 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2021-09-08 · Disposition to issuer · Disposed 9,917 · Balance 0 F2: Reflects disposition of Issuer restricted stock units in accordance with the Merger Agreement, pursuant to which, effective immediately prior to the Effective Time, each Issuer restricted stock unit held by the Reporting Person was automatically cancelled and terminated and converted into the right to receive from the surviving corporation an amount in cash (without interest) equal to the product obtained by multiplying (x) the aggregate number of shares of Issuer common stock underlying such Issuer restricted stock unit immediately prior to the Effective Time by (y) the Offer Price. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition of Issuer common stock in connection with the consummation of the transactions contemplated by that certain Agreement and Plan of Merger, dated as of July 23, 2021 (the "Merger Agreement"), by and among Newport Holdings, LLC, Newport Merger Sub, Inc. ("Merger Sub") and the Issuer, including the completion of a tender offer to purchase (the "Offer") all of the outstanding shares of Issuer common stock at a price of $9.00 per share in cash, without interest and subject to applicable withholding (the "Offer Price"), and the consummation of the merger (the "Merger") between the Issuer and Merger Sub on September 8, 2021. Each share of Issuer common stock tendered in the Offer was acquired by Merger Sub in exchange for the Offer Price. As of the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock was cancelled in exchange for the Offer Price.
F2: Reflects disposition of Issuer restricted stock units in accordance with the Merger Agreement, pursuant to which, effective immediately prior to the Effective Time, each Issuer restricted stock unit held by the Reporting Person was automatically cancelled and terminated and converted into the right to receive from the surviving corporation an amount in cash (without interest) equal to the product obtained by multiplying (x) the aggregate number of shares of Issuer common stock underlying such Issuer restricted stock unit immediately prior to the Effective Time by (y) the Offer Price.
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 15, 2026 Filed Jun 17, 2026 20:31 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 5,100 | $41.18 | $210,018.00 |
DisclosureSEC source: 0001794669-26-000038 · wk-form4_1781728258.xml · nonDerivative · entry 1 Bakhshandehpour Sam · CIK 0001598283 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,772 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date, subject to the Reporting Person's continued service. Read SEC document |
| June 13, 2025 Filed Jun 18, 2025 00:47 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 2,367 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-087640 · ownership.xml · nonDerivative · entry 1 Bakhshandehpour Sam · CIK 0001598283 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,672 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date, subject to the Reporting Person's continued service. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 20:10 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 2,757 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071882 · ownership.xml · nonDerivative · entry 1 Bakhshandehpour Sam · CIK 0001598283 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,305 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 20:39 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 2,997 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-015460 · doc4.xml · nonDerivative · entry 1 Bakhshandehpour Sam · CIK 0001598283 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,548 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. Read SEC document |
| October 04, 2022 Filed Oct 5, 2022 21:13 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 1,551 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-033040 · doc4.xml · nonDerivative · entry 1 Bakhshandehpour Sam · CIK 0001598283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,551 F1 · shares: Represents an award of restricted stock units, which vest in full on the first anniversary of the Issuer's annual meeting held on June 10, 2022, subject to the Reporting Person's continued service on the Issuer's Board of Directors through the applicable vesting date. Read SEC document |
| September 08, 2021 Filed Sep 9, 2021 17:47 UTC | New Home Co Inc. NWHM · Entity 135570 | Disposition to issuerCommon Stock | 9,917 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-021843 · rdgdoc.xml · nonDerivative · entry 2 Bakhshandehpour Sam · CIK 0001598283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: Reflects disposition of Issuer restricted stock units in accordance with the Merger Agreement, pursuant to which, effective immediately prior to the Effective Time, each Issuer restricted stock unit held by the Reporting Person was automatically cancelled and terminated and converted into the right to receive from the surviving corporation an amount in cash (without interest) equal to the product obtained by multiplying (x) the aggregate number of shares of Issuer common stock underlying such Issuer restricted stock unit immediately prior to the Effective Time by (y) the Offer Price. F2 · price: Reflects disposition of Issuer restricted stock units in accordance with the Merger Agreement, pursuant to which, effective immediately prior to the Effective Time, each Issuer restricted stock unit held by the Reporting Person was automatically cancelled and terminated and converted into the right to receive from the surviving corporation an amount in cash (without interest) equal to the product obtained by multiplying (x) the aggregate number of shares of Issuer common stock underlying such Issuer restricted stock unit immediately prior to the Effective Time by (y) the Offer Price. Read SEC document |
| September 08, 2021 Filed Sep 9, 2021 17:47 UTC | New Home Co Inc. NWHM · Entity 135570 | OtherCommon Stock | 58,385 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-021843 · rdgdoc.xml · nonDerivative · entry 1 Bakhshandehpour Sam · CIK 0001598283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Reflects disposition of Issuer common stock in connection with the consummation of the transactions contemplated by that certain Agreement and Plan of Merger, dated as of July 23, 2021 (the "Merger Agreement"), by and among Newport Holdings, LLC, Newport Merger Sub, Inc. ("Merger Sub") and the Issuer, including the completion of a tender offer to purchase (the "Offer") all of the outstanding shares of Issuer common stock at a price of $9.00 per share in cash, without interest and subject to applicable withholding (the "Offer Price"), and the consummation of the merger (the "Merger") between the Issuer and Merger Sub on September 8, 2021. Each share of Issuer common stock tendered in the Offer was acquired by Merger Sub in exchange for the Offer Price. As of the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock was cancelled in exchange for the Offer Price. F1 · price: Reflects disposition of Issuer common stock in connection with the consummation of the transactions contemplated by that certain Agreement and Plan of Merger, dated as of July 23, 2021 (the "Merger Agreement"), by and among Newport Holdings, LLC, Newport Merger Sub, Inc. ("Merger Sub") and the Issuer, including the completion of a tender offer to purchase (the "Offer") all of the outstanding shares of Issuer common stock at a price of $9.00 per share in cash, without interest and subject to applicable withholding (the "Offer Price"), and the consummation of the merger (the "Merger") between the Issuer and Merger Sub on September 8, 2021. Each share of Issuer common stock tendered in the Offer was acquired by Merger Sub in exchange for the Offer Price. As of the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock was cancelled in exchange for the Offer Price. Read SEC document |
| May 18, 2021 Filed May 20, 2021 16:52 UTC | New Home Co Inc. NWHM · Entity 135570 | GrantCommon Stock | 9,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-012940 · rdgdoc.xml · nonDerivative · entry 1 Bakhshandehpour Sam · CIK 0001598283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,302 F1 · shares: Represents restricted stock units which vest on the earlier of the (i) first anniversary of the grant date and (ii) the date of next annual meeting of the Company's stockholders, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date; provided that the shares subject to the restricted stock units will not be delivered until the 30th day following the date of the Reporting Person's "separation from service" from the Company within the meaning of Section 409(a)(2)(A)(i) of the Internal Revenue Code. The restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 17:46 UTC | New Home Co Inc. NWHM · Entity 135570 | GrantCommon Stock | 16,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012936 · rdgdoc.xml · nonDerivative · entry 1 Bakhshandehpour Sam · CIK 0001598283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,385 F1 · shares: Represents restricted stock units which vest on the earlier of the (i) first anniversary of the grant date and (ii) the date of next annual meeting of the Company's stockholders, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. The restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 21, 2019 Filed May 22, 2019 17:46 UTC | New Home Co Inc. NWHM · Entity 135570 | GrantCommon Stock | 13,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001574596-19-000087 · wf-form4_155856157233068.xml · nonDerivative · entry 1 Bakhshandehpour Sam · CIK 0001598283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,626 F1 · shares: Represents restricted stock units which vest on the earlier of the (i) first anniversary of the grant date and (ii) the date of the next annual meeting of the Company's stockholders, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. The restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 22, 2018 Filed May 23, 2018 21:34 UTC | New Home Co Inc. NWHM · Entity 135570 | GrantCommon Stock | 5,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001574596-18-000093 · wf-form4_152712564512374.xml · nonDerivative · entry 1 Bakhshandehpour Sam · CIK 0001598283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,583 F1 · shares: Represents restricted stock units which vest on the earlier of the (i) first anniversary of the grant date and (ii) the date of the next annual meeting of the Company's stockholders, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. The restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 15, 2017 Filed May 17, 2017 18:55 UTC | New Home Co Inc. NWHM · Entity 135570 | GrantCommon Stock | 5,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001574596-17-000083 · wf-form4_149506170822757.xml · nonDerivative · entry 1 Bakhshandehpour Sam · CIK 0001598283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,601 F1 · shares: Represents restricted stock units which vest on the earlier of the (i) first anniversary of the grant date and (ii) the date of the next annual meeting of the Company's stockholders, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. The restricted stock units convert into common stock on a one-for-one basis. 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.