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 |
|---|---|---|---|---|---|---|
| December 19, 2024 Filed Dec 21, 2024 00:35 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 64,991 | $15.72 | $1,021,658.52 |
DisclosureSEC source: 0001818874-24-000272 · wk-form4_1734741319.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 586,494 F1 · price: 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 · price: The reported transactions were executed in multiple trades all at the sale price of $15.72. The Reporting Person hereby undertakes to provide to the Staff of the SEC, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares disposed of in each trade. Read SEC document |
| December 18, 2024 Filed Dec 18, 2024 23:56 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 141,771 | $16.43 | $2,329,439.30 |
DisclosureSEC source: 0001818874-24-000266 · wk-form4_1734566170.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 651,485 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 |
| December 16, 2024 Filed Dec 18, 2024 23:56 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 271,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-24-000266 · wk-form4_1734566170.xml · derivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,895,454 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 |
| December 16, 2024 Filed Dec 18, 2024 23:56 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 271,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-24-000266 · wk-form4_1734566170.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 793,256 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 |
| October 16, 2024 Filed Oct 16, 2024 20:47 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | SaleCommon Stock | 3,723 | $14.02 | $52,196.46 |
DisclosureSEC source: 0001839439-24-000067 · wk-form4_1729111655.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,218 F1 · shares: The sale of shares of Common Stock reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 13, 2023. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:32 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 11,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001839439-24-000063 · wk-form4_1727987567.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,941 F1 · kind: Consists of Restricted Stock Units ("RSUs") which shall fully vest on October 1, 2025. Each RSU represents the right to receive one share of Common Stock, subject to the reporting person's continued service through the applicable vesting date. Read SEC document |
| September 20, 2024 Filed Sep 24, 2024 22:22 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 68,081 | $8.12 | $552,817.72 |
DisclosureSEC source: 0001818874-24-000217 · wk-form4_1727216548.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 521,505 F1 · price: 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 · price: The reported transactions were executed in multiple trades all at the sale price of $8.12. The Reporting Person hereby undertakes to provide to the Staff of the SEC, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares disposed of in each trade. Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 23:35 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 135,629 | $8.18 | $1,109,580.85 |
DisclosureSEC source: 0001818874-24-000213 · wk-form4_1726702533.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 589,586 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 16, 2024 Filed Sep 18, 2024 23:35 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 271,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-24-000213 · wk-form4_1726702533.xml · derivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,167,205 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: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. 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 16, 2024 Filed Sep 18, 2024 23:35 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 271,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-24-000213 · wk-form4_1726702533.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 725,215 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| June 20, 2024 Filed Jun 21, 2024 22:12 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 56,273 | $6.41 | $360,709.93 |
DisclosureSEC source: 0001818874-24-000153 · wk-form4_1719007916.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 453,464 F1 · price: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on 9/15/2023. Read SEC document |
| June 17, 2024 Filed Jun 19, 2024 00:36 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 152,450 | $6.39 | $974,765.30 |
DisclosureSEC source: 0001818874-24-000149 · wk-form4_1718757362.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 509,737 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 14, 2024 Filed Jun 19, 2024 00:36 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 271,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-24-000149 · wk-form4_1718757362.xml · derivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,438,956 Underlying: Common Stock · 271,571 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: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. 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 14, 2024 Filed Jun 19, 2024 00:36 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 271,571 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-24-000149 · wk-form4_1718757362.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 662,187 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 22:37 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 56,273 | $6.93 | $389,971.89 |
DisclosureSEC source: 0001818874-24-000074 · wk-form4_1711060644.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 390,616 F1 · price: The purchase and sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on 9/15/2023. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 01:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 130,288 | $6.99 | $910,713.12 |
DisclosureSEC source: 0001818874-24-000068 · wk-form4_1710813310.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 446,889 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, 2024 Filed Mar 19, 2024 01:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 233,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-24-000068 · wk-form4_1710813310.xml · derivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,710,527 Underlying: Common Stock · 233,927 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: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. 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 Form 4 filed on July 20, 2022. 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 Form 4 filed on July 20, 2022. Read SEC document |
| March 14, 2024 Filed Mar 19, 2024 01:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 233,927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-24-000068 · wk-form4_1710813310.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 577,177 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:28 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 605,181 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-24-000057 · wk-form4_1710376116.xml · derivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,944,454 Underlying: Common Stock · 605,181 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 quarterly in sixteen equal installments over four years beginning with the vesting date in June 2024, 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 quarterly in sixteen equal installments over four years beginning with the vesting date in June 2024, in each case, subject to the reporting person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| December 19, 2023 Filed Dec 21, 2023 23:24 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 56,273 | $9.78 | $550,349.94 |
DisclosureSEC source: 0001818874-23-000206 · wk-form4_1703201080.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 343,250 F1 · shares: The purchase and sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on 9/15/2023. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 01:38 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 115,880 | $9.32 | $1,080,233.36 |
DisclosureSEC source: 0001818874-23-000198 · wk-form4_1702949886.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399,523 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 |
| December 14, 2023 Filed Dec 19, 2023 01:38 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 233,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-23-000198 · wk-form4_1702949886.xml · derivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,339,273 Underlying: Common Stock · 233,927 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: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. 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 Form 4 filed on July 20, 2022. 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 Form 4 filed on July 20, 2022. Read SEC document |
| December 14, 2023 Filed Dec 19, 2023 01:38 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 233,927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-23-000198 · wk-form4_1702949886.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 515,403 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 23:34 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 7,447 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-019842 · doc4.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,960 F1 · kind: Consists of Restricted Stock Units ("RSUs") which shall fully vest on October 1, 2024. Each RSU represents the right to receive one share of Common Stock, subject to the reporting person's continued service through the applicable vesting date. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 00:20 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 113,049 | $9.03 | $1,020,606.37 |
DisclosureSEC source: 0001818874-23-000160 · wk-form4_1695082822.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 281,476 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, 2023 Filed Sep 19, 2023 00:20 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 233,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-23-000160 · wk-form4_1695082822.xml · derivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,573,200 Underlying: Common Stock · 233,928 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: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. 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 Form 4 filed on July 20, 2022. 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 Form 4 filed on July 20, 2022. Read SEC document |
| September 14, 2023 Filed Sep 19, 2023 00:20 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 233,928 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-23-000160 · wk-form4_1695082822.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394,525 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| September 01, 2023 Filed Sep 5, 2023 20:04 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 53,532 | $8.88 | $475,364.16 |
DisclosureSEC source: 0001818874-23-000147 · wk-form4_1693944235.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,597 Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 22:11 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 121,380 | $9.12 | $1,106,500.08 |
DisclosureSEC source: 0001818874-23-000127 · wf-form4_168695349217559.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,129 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 14, 2023 Filed Jun 16, 2023 22:11 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 233,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-23-000127 · wf-form4_168695349217559.xml · derivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,807,128 Underlying: Common Stock · 233,927 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: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. 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 Form 4 filed on July 20, 2022. 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 Form 4 filed on July 20, 2022. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 22:11 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 233,927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-23-000127 · wf-form4_168695349217559.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 335,509 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| May 09, 2023 Filed May 12, 2023 01:26 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 200,000 | $5.47 | $1,093,120.00 |
DisclosureSEC source: 0001818874-23-000097 · wf-form4_168385476160872.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,582 F1 · price: The reported transactions were executed in multiple trades. The sale price of $5.4656 reported in Column 4 is the weighted average sale price for the 200,000 shares sold by the Reporting Person within a range of $5.4600 to $5.4750 per share. The Reporting Person hereby undertakes to provide to the Staff of the SEC, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the price range noted above. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 23:22 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 94,289 | $5.35 | $504,729.02 |
DisclosureSEC source: 0001818874-23-000042 · wf-form4_167900893139487.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,582 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, 2023 Filed Mar 16, 2023 23:22 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 233,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-23-000042 · wf-form4_167900893139487.xml · derivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,041,055 Underlying: Common Stock · 233,927 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · derivative.exercise_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. 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 Form 4 filed on July 20, 2022. 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 Form 4 filed on July 20, 2022. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 23:22 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 233,927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-23-000042 · wf-form4_167900893139487.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,871 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| March 08, 2023 Filed Mar 11, 2023 02:38 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 81,000 | $6.46 | $523,276.20 |
DisclosureSEC source: 0001818874-23-000025 · wf-form4_167850227900513.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,944 F1 · price: The reported transactions were executed in multiple trades. The sale price of $6.4602 reported in Column 4 is the weighted average sale price for the 81,000 shares sold by the Reporting Person within a range of $6.460 to $6.465 per share. The Reporting Person hereby undertakes to provide to the Staff of the SEC, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the price range noted above. Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 23:29 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 467,855 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-22-000263 · wf-form4_167123335732907.xml · derivative · entry 3 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,274,982 Underlying: Common Stock · 467,855 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: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. 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 Form 4 filed on July 20, 2022. 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 Form 4 filed on July 20, 2022. Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 23:29 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 224,911 | $4.57 | $1,027,618.36 |
DisclosureSEC source: 0001818874-22-000263 · wf-form4_167123335732907.xml · nonDerivative · entry 2 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,944 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 |
| December 14, 2022 Filed Dec 16, 2022 23:29 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 467,855 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-22-000263 · wf-form4_167123335732907.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 467,855 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| October 26, 2022 Filed Oct 28, 2022 22:07 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 5,513 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-034444 · doc4.xml · nonDerivative · entry 1 Rishel Jeremy · CIK 0001934200 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,513 F1 · kind: Consists of Restricted Stock Units ("RSUs") which shall fully vest on October 1, 2023. Each RSU represents the right to receive one share of Common Stock, subject to the reporting person's continued service through the applicable vesting date. Read SEC document |
| July 18, 2022 Filed Jul 21, 2022 01:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 3,742,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-22-000172 · wf-form4_165836708603139.xml · derivative · entry 1 Rishel Jeremy · CIK 0001934200 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,742,837 Underlying: Common Stock · 3,742,837 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 as to 12.5% of the total RSU award on the quarterly vesting date in December 2022, and as to 6.25% of the total RSU award quarterly in equal installments on each quarterly vesting date thereafter for fourteen quarters, 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 as to 12.5% of the total RSU award on the quarterly vesting date in December 2022, and as to 6.25% of the total RSU award quarterly in equal installments on each quarterly vesting date thereafter for fourteen quarters, 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.