Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SoFi Technologies, Inc.SOFI · Entity 3232 | Chief Technology Officer | September 21, 2026 | September 24, 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.
SoFi Technologies, Inc.
Report date September 21, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 912,650.443 |
Reported balance
After 2026-09-21 transaction · row 1
1 source rowRow 1 · 2026-09-21 · Sale · Disposed 18,624 · Balance 912,650.443 F1: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on June 9, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on June 9, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PAYCOR HCM, INC.
Report date April 14, 2025 · Filed April 15, 2025
Section 16 reporting ended · disclosed 2025-04-15. 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 2025-04-14 transaction · row 1
1 source rowRow 1 · 2025-04-14 · Disposition to issuer · Disposed 21,218 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of January 7, 2025 (the "Merger Agreement"), by and among the Issuer, Paychex, Inc. ("Parent"), and Skyline Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), owned by the reporting person immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $22.50 per share in cash, without interest (the "Per Share Price"). F2: The shares of Common Stock reported as disposed by the reporting person include 11,981 unvested restricted stock units ("Company RSUs") which, pursuant to the Merger Agreement, were, at or immediately prior the Effective Time, fully vested, cancelled and converted into the right to receive, without interest, an amount in cash equal to (i) the Per Share Price, multiplied by (ii) the number of such Company RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of January 7, 2025 (the "Merger Agreement"), by and among the Issuer, Paychex, Inc. ("Parent"), and Skyline Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), owned by the reporting person immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $22.50 per share in cash, without interest (the "Per Share Price").
F2: The shares of Common Stock reported as disposed by the reporting person include 11,981 unvested restricted stock units ("Company RSUs") which, pursuant to the Merger Agreement, were, at or immediately prior the Effective Time, fully vested, cancelled and converted into the right to receive, without interest, an amount in cash equal to (i) the Per Share Price, multiplied by (ii) the number of such Company RSUs.
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 21, 2026 Filed Sep 24, 2026 00:10 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 18,624 | $17.50 | $325,920.00 |
DisclosureSEC source: 0001934200-26-000011 · wk-form4_1790208644.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 912,650.443 F1 · shares: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on June 9, 2026. Read SEC document |
| September 15, 2026 Filed Sep 16, 2026 23:43 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 41,750 | $17.28 | $721,398.25 |
DisclosureSEC source: 0001934200-26-000009 · wk-form4_1789602178.xml · nonDerivative · entry 4 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 931,274.443 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| September 14, 2026 Filed Sep 16, 2026 23:43 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 11,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001934200-26-000009 · wk-form4_1789602178.xml · derivative · entry 7 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,080 Underlying: Common Stock · 11,363 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. F5 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 11, 2026. F5 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 11, 2026. Read SEC document |
| September 14, 2026 Filed Sep 16, 2026 23:43 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 28,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001934200-26-000009 · wk-form4_1789602178.xml · derivative · entry 6 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,865 Underlying: Common Stock · 28,748 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. F4 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 12, 2025. F4 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 12, 2025. Read SEC document |
| September 14, 2026 Filed Sep 16, 2026 23:43 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 37,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001934200-26-000009 · wk-form4_1789602178.xml · derivative · entry 5 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,123 Underlying: Common Stock · 37,824 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. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on March 13, 2024. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on March 13, 2024. Read SEC document |
| September 14, 2026 Filed Sep 16, 2026 23:43 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 11,363 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001934200-26-000009 · wk-form4_1789602178.xml · nonDerivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 973,024.443 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 · 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. Read SEC document |
| September 14, 2026 Filed Sep 16, 2026 23:43 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 28,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001934200-26-000009 · wk-form4_1789602178.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 961,661.443 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 · 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. Read SEC document |
| September 14, 2026 Filed Sep 16, 2026 23:43 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 37,824 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001934200-26-000009 · wk-form4_1789602178.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 932,913.443 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 · 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. Read SEC document |
| June 17, 2026 Filed Jun 17, 2026 23:51 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 102,123 | $17.78 | $1,815,746.94 |
DisclosureSEC source: 0001934200-26-000007 · wk-form4_1781740295.xml · nonDerivative · entry 6 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 895,089.443 F4 · price: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on June 2, 2025. F5 · balance_after: The Reporting Person's Form 4 filed on June 18, 2024 inadvertently reported 271,571, instead of the correct 271,751, shares acquired and the Reporting Person's Form 4 filed on September 20, 2024 inadvertently reported 68,081, instead of the correct 68,061, shares disposed. Read SEC document |
| June 16, 2026 Filed Jun 17, 2026 23:51 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 155,605 | $17.61 | $2,739,581.63 |
DisclosureSEC source: 0001934200-26-000007 · wk-form4_1781740295.xml · nonDerivative · entry 5 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 997,212.443 F3 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 23:51 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 11,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001934200-26-000007 · wk-form4_1781740295.xml · derivative · entry 9 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 170,443 Underlying: Common Stock · 11,362 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. F8 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 11, 2026. F8 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 11, 2026. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 23:51 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 28,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001934200-26-000007 · wk-form4_1781740295.xml · derivative · entry 8 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 215,613 Underlying: Common Stock · 28,749 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. F7 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 12, 2025. F7 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 12, 2025. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 23:51 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 271,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001934200-26-000007 · wk-form4_1781740295.xml · derivative · entry 7 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 264,947 Underlying: Common Stock · 271,751 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. F6 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024. F6 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 23:51 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 11,362 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001934200-26-000007 · wk-form4_1781740295.xml · nonDerivative · entry 4 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,152,817.443 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 · 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. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 23:51 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 28,749 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001934200-26-000007 · wk-form4_1781740295.xml · nonDerivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,141,455.443 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 · 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. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 23:51 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 271,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001934200-26-000007 · wk-form4_1781740295.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,112,706.443 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 · 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. Read SEC document |
| June 08, 2026 Filed Jun 17, 2026 23:51 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantCommon Stock | 1,315.471 | $13.63 | $17,924.61 |
DisclosureSEC source: 0001934200-26-000007 · wk-form4_1781740295.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 840,955.443 F1 · kind: Shares were acquired under the SoFi Technologies, Inc. 2024 Employee Stock Purchase Plan on June 8, 2026, in an exempt transaction pursuant to Rule 16(b)-3(d), paid for by contributions made during the six month period ended June 7, 2026. Read SEC document |
| March 18, 2026 Filed Mar 19, 2026 00:16 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 94,958 | $17.43 | $1,655,117.94 |
DisclosureSEC source: 0001934200-26-000005 · wk-form4_1773879387.xml · nonDerivative · entry 4 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 839,639.972 F3 · price: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on June 2, 2025. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 00:16 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 160,500 | $17.62 | $2,827,528.50 |
DisclosureSEC source: 0001934200-26-000005 · wk-form4_1773879387.xml · nonDerivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 934,597.972 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| March 16, 2026 Filed Mar 19, 2026 00:16 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 28,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001934200-26-000005 · wk-form4_1773879387.xml · derivative · entry 6 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 244,362 Underlying: Common Stock · 28,748 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. F5 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 13, 2025. F5 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 13, 2025. Read SEC document |
| March 16, 2026 Filed Mar 19, 2026 00:16 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 271,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001934200-26-000005 · wk-form4_1773879387.xml · derivative · entry 5 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 536,698 Underlying: Common Stock · 271,752 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. F4 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024. F4 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024. Read SEC document |
| March 16, 2026 Filed Mar 19, 2026 00:16 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 28,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001934200-26-000005 · wk-form4_1773879387.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,095,097.972 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 · 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. Read SEC document |
| March 16, 2026 Filed Mar 19, 2026 00:16 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 271,752 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001934200-26-000005 · wk-form4_1773879387.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,066,349.972 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 · 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. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 23:19 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 181,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001934200-26-000002 · wk-form4_1773443954.xml · derivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,805 Underlying: Common Stock · 181,805 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: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest over a period of four years as follows: 6.25% of the award shall vest three months after March 14, 2026, and 6.25% shall vest each quarter thereafter for the following fifteen quarters, in each case, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. F2 · derivative.expiration_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest over a period of four years as follows: 6.25% of the award shall vest three months after March 14, 2026, and 6.25% shall vest each quarter thereafter for the following fifteen quarters, in each case, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| December 17, 2025 Filed Dec 22, 2025 22:41 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 91,837 | $26.64 | $2,446,537.68 |
DisclosureSEC source: 0001934200-25-000009 · wk-form4_1766443293.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 794,597.972 F1 · shares: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on June 2, 2025. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 22:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 151,937 | $26.26 | $3,989,561.75 |
DisclosureSEC source: 0001934200-25-000007 · wk-form4_1766010671.xml · nonDerivative · entry 4 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 886,434.972 F3 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 4,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001934200-25-000007 · wk-form4_1766010671.xml · derivative · entry 6 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 273,110 Underlying: Common Stock · 4,792 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. F5 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 13, 2025. F5 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 13, 2025. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 271,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001934200-25-000007 · wk-form4_1766010671.xml · derivative · entry 5 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 808,450 Underlying: Common Stock · 271,751 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. F4 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024. F4 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 4,792 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001934200-25-000007 · wk-form4_1766010671.xml · nonDerivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,038,371.972 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 · 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. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 271,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001934200-25-000007 · wk-form4_1766010671.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,033,579.972 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 · 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. Read SEC document |
| December 08, 2025 Filed Dec 17, 2025 22:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantCommon Stock | 1,042.972 | $11.99 | $12,500.02 |
DisclosureSEC source: 0001934200-25-000007 · wk-form4_1766010671.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 761,828.972 F1 · acquired: Shares were acquired under the SoFi Technologies, Inc. 2024 Employee Stock Purchase Plan on December 8, 2025, in an exempt transaction pursuant to Rule 16(b)-3(d), paid for by contributions made during the six month period ended December 8, 2025. Read SEC document |
| September 18, 2025 Filed Sep 20, 2025 00:49 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 98,733 | $27.50 | $2,715,157.50 |
DisclosureSEC source: 0001934200-25-000005 · wk-form4_1758329362.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 759,553 F1 · shares: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on June 2, 2025. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 22:06 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 142,578 | $26.99 | $3,848,037.64 |
DisclosureSEC source: 0001934200-25-000003 · wk-form4_1758146799.xml · nonDerivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 858,286 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 22:06 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 4,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001934200-25-000003 · wk-form4_1758146799.xml · derivative · entry 5 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,902 Underlying: Common Stock · 4,793 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. F4 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 13, 2025. F4 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 13, 2025. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 22:06 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 271,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001934200-25-000003 · wk-form4_1758146799.xml · derivative · entry 4 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,080,201 Underlying: Common Stock · 271,750 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. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 22:06 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 4,793 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001934200-25-000003 · wk-form4_1758146799.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000,864 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 · 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. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 22:06 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 271,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001934200-25-000003 · wk-form4_1758146799.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 996,071 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 · 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. Read SEC document |
| June 20, 2025 Filed Jun 25, 2025 00:10 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 66,847 | $15.55 | $1,039,470.85 |
DisclosureSEC source: 0001818874-25-000136 · wk-form4_1750810255.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 724,321 F1 · shares: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on May 23, 2024. Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 22:54 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 140,494 | $14.66 | $2,059,361.05 |
DisclosureSEC source: 0001818874-25-000127 · wk-form4_1750287288.xml · nonDerivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 791,168 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 22:54 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 4,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-25-000127 · wk-form4_1750287288.xml · derivative · entry 5 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,695 Underlying: Common Stock · 4,792 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. F4 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 13, 2025. F4 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 13, 2025. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 22:54 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 271,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-25-000127 · wk-form4_1750287288.xml · derivative · entry 4 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,351,951 Underlying: Common Stock · 271,752 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. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 22:54 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 4,792 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000127 · wk-form4_1750287288.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 931,662 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 · 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. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 22:54 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 271,752 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000127 · wk-form4_1750287288.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 926,870 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 · 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. Read SEC document |
| June 09, 2025 Filed Sep 20, 2025 00:49 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantCommon Stock | 1,033 | $12.10 | $12,503.43 |
DisclosureSEC source: 0001934200-25-000005 · wk-form4_1758329362.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 760,586 F2 · kind: Shares were acquired under the SoFi Technologies, Inc. 2024 Employee Stock Purchase Plan on June 9, 2025, in an exempt transaction pursuant to Rule 16(b)-3(d), paid for by contributions made during the six month period ended June 8, 2025. Read SEC document |
| April 14, 2025 Filed Apr 15, 2025 21:50 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Disposition to issuerCommon Stock | 21,218 | $22.50 | $477,405.00 |
DisclosureSEC source: 0000950170-25-054355 · ownership.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated as of January 7, 2025 (the "Merger Agreement"), by and among the Issuer, Paychex, Inc. ("Parent"), and Skyline Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), owned by the reporting person immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $22.50 per share in cash, without interest (the "Per Share Price"). F2 · kind: The shares of Common Stock reported as disposed by the reporting person include 11,981 unvested restricted stock units ("Company RSUs") which, pursuant to the Merger Agreement, were, at or immediately prior the Effective Time, fully vested, cancelled and converted into the right to receive, without interest, an amount in cash equal to (i) the Per Share Price, multiplied by (ii) the number of such Company RSUs. Read SEC document |
| March 20, 2025 Filed Mar 21, 2025 23:38 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 68,625 | $12.64 | $867,420.00 |
DisclosureSEC source: 0001818874-25-000045 · wk-form4_1742600297.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 655,118 F1 · shares: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on May 23, 2024. F2 · shares: The reported transactions were executed in multiple trades each at the sale price of $12.640. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 00:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 134,502 | $12.16 | $1,635,947.83 |
DisclosureSEC source: 0001818874-25-000039 · wk-form4_1742344295.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 723,743 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| March 14, 2025 Filed Mar 19, 2025 00:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 271,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-25-000039 · wk-form4_1742344295.xml · derivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,623,703 Underlying: Common Stock · 271,751 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. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024. Read SEC document |
| March 14, 2025 Filed Mar 19, 2025 00:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 271,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000039 · wk-form4_1742344295.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 858,245 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 · 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. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 22:03 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 287,487 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000025 · wk-form4_1741817030.xml · derivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,487 Underlying: Common Stock · 287,487 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. F1 · 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: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest over a period of four years as follows: 1.67% of the award shall vest three months after March 14, 2025, 1.67% shall vest each quarter thereafter for the following two quarters, 10% shall vest each quarter thereafter for the following eight quarters, and 3.75% will vest each quarter thereafter for the following four quarters, in each case, subject to the reporting person's continued service with the Issuer through the applicable vesting date. F2 · derivative.expiration_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest over a period of four years as follows: 1.67% of the award shall vest three months after March 14, 2025, 1.67% shall vest each quarter thereafter for the following two quarters, 10% shall vest each quarter thereafter for the following eight quarters, and 3.75% will vest each quarter thereafter for the following four quarters, in each case, subject to the reporting person's continued service with the Issuer through the applicable 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.