Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BM Technologies, Inc.MFAC.U · Entity 83670 | Director | August 23, 2018 | August 24, 2018 |
| Customers Bancorp, Inc.CUBI · Entity 4325 | Director | March 17, 2025 | March 19, 2025 |
| GREEN DOT CORPGDOT · Entity 5163 | Director | May 25, 2023 | May 30, 2023 |
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.
BM Technologies, Inc.
Report date August 23, 2018 · Filed August 24, 2018
This filing explicitly reported no securities owned.
Customers Bancorp, Inc.
Report date March 17, 2025 · Filed March 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,900 |
Reported balance
After 2025-03-17 transaction · row 1
1 source rowRow 1 · 2025-03-17 · Grant · Acquired 625 · Balance 6,900 F1: This stock was issued to the reporting person in lieu of cash for Director compensation for Q1 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: This stock was issued to the reporting person in lieu of cash for Director compensation for Q1 2025.
GREEN DOT CORP
Report date May 25, 2023 · Filed May 30, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 33,693 |
Reported balance
After 2023-05-25 transaction · row 1
1 source rowRow 1 · 2023-05-25 · Grant · Acquired 14,253 · Balance 33,693 F1: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the earlier of (i) the first anniversary of the date of grant or (ii) the date of the 2024 annual stockholders meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the earlier of (i) the first anniversary of the date of grant or (ii) the date of the 2024 annual stockholders meeting.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Circle Internet Group, Inc.
Report date June 12, 2026 · Filed June 12, 2026
Section 16 reporting ended · disclosed 2026-06-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 152,328 |
Reported balance
Holding disclosure · report date 2026-06-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 152,328 F1: Effective as of June 12, 2026, Mr. Date resigned as a member of the Board of Directors of the Company. In connection with the resignation, 2,018 unvested time-based RSUs previously awarded to him were automatically forfeited. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.08 · Expires 2028-03-07 | Direct | 31,830 |
Reported balance
Holding disclosure · report date 2026-06-12 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 31,830 F2: The stock options are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Effective as of June 12, 2026, Mr. Date resigned as a member of the Board of Directors of the Company. In connection with the resignation, 2,018 unvested time-based RSUs previously awarded to him were automatically forfeited.
F2: The stock options are fully vested.
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 09, 2026 Filed Jun 10, 2026 21:01 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,273 | $0.00 Strike: $0.08 | $0.00 |
DisclosureSEC source: 0001876042-26-000188 · wk-form4_1781125289.xml · derivative · entry 6 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,830 Underlying: Class A Common Stock · 1,273 shares Expires 2028-03-07 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. F3 · derivative.exercise_date: The stock options are fully vested. Read SEC document |
| June 09, 2026 Filed Jun 10, 2026 21:01 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 1,273 | $85.00 | $108,205.00 |
DisclosureSEC source: 0001876042-26-000188 · wk-form4_1781125289.xml · nonDerivative · entry 4 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154,346 F1 · kind: The reported sale was made pursuant to a 10b5-1 trading plan. F2 · balance_after: Represents 152,328 shares of Class A common stock held outright by the Reporting Person and 2,018 shares of Class A common stock issuable upon the vesting of restricted stock units. Read SEC document |
| June 09, 2026 Filed Jun 10, 2026 21:01 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | Exercise / conversionClass A Common Stock | 1,273 | $0.08 | $101.84 |
DisclosureSEC source: 0001876042-26-000188 · wk-form4_1781125289.xml · nonDerivative · entry 3 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 155,619 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. Read SEC document |
| June 08, 2026 Filed Jun 10, 2026 21:01 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,273 | $0.00 Strike: $0.08 | $0.00 |
DisclosureSEC source: 0001876042-26-000188 · wk-form4_1781125289.xml · derivative · entry 5 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,103 Underlying: Class A Common Stock · 1,273 shares Expires 2028-03-07 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. F3 · derivative.exercise_date: The stock options are fully vested. Read SEC document |
| June 08, 2026 Filed Jun 10, 2026 21:01 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 1,273 | $83.75 | $106,613.75 |
DisclosureSEC source: 0001876042-26-000188 · wk-form4_1781125289.xml · nonDerivative · entry 2 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154,346 F1 · kind: The reported sale was made pursuant to a 10b5-1 trading plan. Read SEC document |
| June 08, 2026 Filed Jun 10, 2026 21:01 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | Exercise / conversionClass A Common Stock | 1,273 | $0.08 | $101.84 |
DisclosureSEC source: 0001876042-26-000188 · wk-form4_1781125289.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 155,619 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. Read SEC document |
| May 15, 2026 Filed May 18, 2026 21:14 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | GrantClass A Common Stock | 2,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001876042-26-000168 · wk-form4_1779138865.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,346 F1 · shares: The restricted stock units were granted on May 15, 2026 and vest on the earlier date of the Issuer's next annual meeting of stockholders and the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. F2 · balance_after: Represents 152,328 shares of Class A common stock held outright by the Reporting Person and 2,018 shares of Class A common stock issuable upon the vesting of restricted stock units. Read SEC document |
| May 06, 2026 Filed May 8, 2026 21:01 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,819 | $0.00 Strike: $0.08 | $0.00 |
DisclosureSEC source: 0001876042-26-000144 · wk-form4_1778274066.xml · derivative · entry 3 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,376 Underlying: Class A Common Stock · 3,819 shares Expires 2028-03-07 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_date: The stock options are fully vested. Read SEC document |
| May 06, 2026 Filed May 8, 2026 21:01 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 3,819 | $115.00 | $439,185.00 |
DisclosureSEC source: 0001876042-26-000144 · wk-form4_1778274066.xml · nonDerivative · entry 2 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,328 F1 · kind: The reported sale was made pursuant to a 10b5-1 trading plan. Read SEC document |
| May 06, 2026 Filed May 8, 2026 21:01 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | Exercise / conversionClass A Common Stock | 3,819 | $0.08 | $305.52 |
DisclosureSEC source: 0001876042-26-000144 · wk-form4_1778274066.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 156,147 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. Read SEC document |
| April 07, 2026 Filed Apr 8, 2026 21:04 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,273 | $0.00 Strike: $0.08 | $0.00 |
DisclosureSEC source: 0001876042-26-000126 · wk-form4_1775682255.xml · derivative · entry 6 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,195 Underlying: Class A Common Stock · 1,273 shares Expires 2028-03-07 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_date: The stock options are fully vested. Read SEC document |
| April 07, 2026 Filed Apr 8, 2026 21:04 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 1,273 | $95.00 | $120,935.00 |
DisclosureSEC source: 0001876042-26-000126 · wk-form4_1775682255.xml · nonDerivative · entry 4 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,328 F1 · shares: The reported sale was made pursuant to a 10b5-1 trading plan. Read SEC document |
| April 07, 2026 Filed Apr 8, 2026 21:04 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | Exercise / conversionClass A Common Stock | 1,273 | $0.08 | $101.84 |
DisclosureSEC source: 0001876042-26-000126 · wk-form4_1775682255.xml · nonDerivative · entry 3 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 153,601 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. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 21:04 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,546 | $0.00 Strike: $0.08 | $0.00 |
DisclosureSEC source: 0001876042-26-000126 · wk-form4_1775682255.xml · derivative · entry 5 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,468 Underlying: Class A Common Stock · 2,546 shares Expires 2028-03-07 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_date: The stock options are fully vested. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 21:04 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 2,546 | $92.99 | $236,752.54 |
DisclosureSEC source: 0001876042-26-000126 · wk-form4_1775682255.xml · nonDerivative · entry 2 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,328 F1 · shares: The reported sale was made pursuant to a 10b5-1 trading plan. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 21:04 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | Exercise / conversionClass A Common Stock | 2,546 | $0.08 | $203.68 |
DisclosureSEC source: 0001876042-26-000126 · wk-form4_1775682255.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154,874 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. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 21:03 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,819 | $0.00 Strike: $0.08 | $0.00 |
DisclosureSEC source: 0001876042-26-000074 · wk-form4_1773694994.xml · derivative · entry 3 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,014 Underlying: Class A Common Stock · 3,819 shares Expires 2028-03-07 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_date: The stock options are fully vested. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 21:03 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 3,819 | $113.00 | $431,547.00 |
DisclosureSEC source: 0001876042-26-000074 · wk-form4_1773694994.xml · nonDerivative · entry 2 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,328 F1 · shares: The reported sale was made pursuant to a 10b5-1 trading plan. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 21:03 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | Exercise / conversionClass A Common Stock | 3,819 | $0.08 | $305.52 |
DisclosureSEC source: 0001876042-26-000074 · wk-form4_1773694994.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 156,147 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. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:07 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 23,254 | $89.62 | $2,084,023.48 |
DisclosureSEC source: 0001876042-26-000039 · wk-form4_1772489273.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fenway Summer Charitable Remainder Trust Disclosed balance after: 0 F1 · price: These shares were sold in multiple transactions at prices ranging from $89.41 to $89.81, inclusive. The weighted average sale price was $89.62. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. F2 · ownership.nature: The Reporting Person is the sole trustee of the Fenway Summer Charitable Remainder Trust and The Alzheimer's Association is the residual beneficiary of the Fenway Summer Charitable Remainder Trust. The Reporting Person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 25, 2025 22:02 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 20,000 | $72.22 | $1,444,400.00 |
DisclosureSEC source: 0001876042-25-000060 · wk-form4_1764108142.xml · nonDerivative · entry 2 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,328 F3 · price: These shares were sold in multiple transactions at prices ranging from $72.01 to $72.51, inclusive. The weighted average sale price was $72.22. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. F4 · balance_after: Represents 145,268 shares of Class A common stock held outright by the Reporting Person and 7,060 shares of Class A common stock issuable upon the vesting of restricted stock units. Read SEC document |
| November 24, 2025 Filed Nov 25, 2025 22:02 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 127,247 | $72.29 | $9,198,685.63 |
DisclosureSEC source: 0001876042-25-000060 · wk-form4_1764108142.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fenway Summer Ventures LP Disclosed balance after: 0 F1 · price: These shares were sold in multiple transactions at prices ranging from $72.00 to $73.00, inclusive. The weighted average sale price was $72.29. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. F2 · ownership.nature: The Reporting Person is the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A common stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A common stock except to the extent of his pecuniary interest therein. Read SEC document |
| November 21, 2025 Filed Nov 21, 2025 22:03 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | GiftClass A Common Stock | 8,254 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001876042-25-000058 · wk-form4_1763762608.xml · nonDerivative · entry 4 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fenway Summer Charitable Remainder Trust Disclosed balance after: 23,254 F2 · kind: On November 21, 2025 the Reporting Person made a bona fide gift of 8,254 shares of Issuer's Class A common stock to the Fenway Summer Charitable Remainder Trust, of which the Reporting Person serves as the sole trustee. F2 · price: On November 21, 2025 the Reporting Person made a bona fide gift of 8,254 shares of Issuer's Class A common stock to the Fenway Summer Charitable Remainder Trust, of which the Reporting Person serves as the sole trustee. F1 · ownership.nature: The Reporting Person is the sole trustee of the Fenway Summer Charitable Remainder Trust and The Alzheimer's Association is the residual beneficiary of the Fenway Summer Charitable Remainder Trust. The Reporting Person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. Read SEC document |
| November 21, 2025 Filed Nov 21, 2025 22:03 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | GiftClass A Common Stock | 8,254 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001876042-25-000058 · wk-form4_1763762608.xml · nonDerivative · entry 3 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,328 F2 · kind: On November 21, 2025 the Reporting Person made a bona fide gift of 8,254 shares of Issuer's Class A common stock to the Fenway Summer Charitable Remainder Trust, of which the Reporting Person serves as the sole trustee. F2 · price: On November 21, 2025 the Reporting Person made a bona fide gift of 8,254 shares of Issuer's Class A common stock to the Fenway Summer Charitable Remainder Trust, of which the Reporting Person serves as the sole trustee. F3 · balance_after: Represents 165,268 shares of Class A common stock held outright by the Reporting Person and 7,060 shares of Class A common stock issuable upon the vesting of restricted stock units. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 22:03 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 2,000 | $70.91 | $141,820.00 |
DisclosureSEC source: 0001876042-25-000058 · wk-form4_1763762608.xml · nonDerivative · entry 2 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fenway Summer Charitable Remainder Trust Disclosed balance after: 15,000 F1 · ownership.nature: The Reporting Person is the sole trustee of the Fenway Summer Charitable Remainder Trust and The Alzheimer's Association is the residual beneficiary of the Fenway Summer Charitable Remainder Trust. The Reporting Person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 22:03 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 5,000 | $70.89 | $354,450.00 |
DisclosureSEC source: 0001876042-25-000058 · wk-form4_1763762608.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,582 Read SEC document |
| November 19, 2025 Filed Nov 19, 2025 22:01 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 1 | $67.80 | $67.80 |
DisclosureSEC source: 0001876042-25-000054 · wk-form4_1763589659.xml · nonDerivative · entry 3 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By FS Venture Capital L.L.C. Disclosed balance after: 0 F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| November 18, 2025 Filed Nov 19, 2025 22:01 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | OtherClass A Common Stock | 157,662 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001876042-25-000054 · wk-form4_1763589659.xml · nonDerivative · entry 2 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By FS Venture Capital L.L.C. Disclosed balance after: 1 F3 · kind: Represents a pro-rata in kind distribution of shares of the Issuer's Class A common stock by FS Venture Capital L.L.C. to its limited partners without additional consideration. F3 · price: Represents a pro-rata in kind distribution of shares of the Issuer's Class A common stock by FS Venture Capital L.L.C. to its limited partners without additional consideration. F2 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A common stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A common stock except to the extent of his pecuniary interest therein. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 22:01 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 36,400 | $75.62 | $2,752,568.00 |
DisclosureSEC source: 0001876042-25-000054 · wk-form4_1763589659.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By FS Venture Capital L.L.C. Disclosed balance after: 157,663 F1 · price: These shares were sold in multiple transactions at prices ranging from $75.43 to $76.15, inclusive. The weighted average sale price was $75.62. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. F2 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A common stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A common stock except to the extent of his pecuniary interest therein. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 22:12 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 63,622 | $84.73 | $5,390,692.06 |
DisclosureSEC source: 0001876042-25-000052 · wk-form4_1763417522.xml · nonDerivative · entry 6 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fenway Summer Ventures LP Disclosed balance after: 127,247 F7 · price: These shares were sold in multiple transactions at prices ranging from $84.00 to $85.00, inclusive. The weighted average sale price was $84.73. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. F6 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 22:12 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 127,245 | $83.00 | $10,561,335.00 |
DisclosureSEC source: 0001876042-25-000052 · wk-form4_1763417522.xml · nonDerivative · entry 5 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fenway Summer Ventures LP Disclosed balance after: 190,869 F6 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 22:12 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 54,600 | $85.50 | $4,668,300.00 |
DisclosureSEC source: 0001876042-25-000052 · wk-form4_1763417522.xml · nonDerivative · entry 4 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By FS Venture Capital L.L.C. Disclosed balance after: 194,063 F6 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 22:12 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 8,000 | $86.19 | $689,520.00 |
DisclosureSEC source: 0001876042-25-000052 · wk-form4_1763417522.xml · nonDerivative · entry 3 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fenway Summer Charitable Remainder Trust Disclosed balance after: 17,000 F4 · price: These shares were sold in multiple transactions at prices ranging from $86.00 to $86.35, inclusive. The weighted average sale price was $86.19. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. F5 · ownership.nature: The Reporting Person is the sole trustee of the Fenway Summer Charitable Remainder Trust and the American Heart Association and the John F. Kennedy Memorial Center for the Performing Arts are the beneficiaries. The Reporting Person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 22:12 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 9,500 | $86.16 | $818,520.00 |
DisclosureSEC source: 0001876042-25-000052 · wk-form4_1763417522.xml · nonDerivative · entry 2 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,582 F2 · price: These shares were sold in multiple transactions at prices ranging from $86.00 to $86.35, inclusive. The weighted average sale price was $86.16. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. F3 · balance_after: Represents 178,522 shares of Class A common stock held outright by the Reporting Person and 7,060 shares of Class A common stock issuable upon the vesting of restricted stock units. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 22:12 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 28,000 | $85.04 | $2,381,120.00 |
DisclosureSEC source: 0001876042-25-000052 · wk-form4_1763417522.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,082 F1 · price: These shares were sold in multiple transactions at prices ranging from $85.00 to $85.56, inclusive. The weighted average sale price was $85.04. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 20:37 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 14,654 | $127.08 | $1,862,157.05 |
DisclosureSEC source: 0001628280-25-040907 · wk-form4_1755722266.xml · nonDerivative · entry 3 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By FS Venture Capital L.L.C. Disclosed balance after: 248,663 F1 · kind: Represents shares of Class A common stock sold by the Reporting Person and its affiliated entities as part of a secondary offering of the Issuer's shares. F3 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 20:37 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 18,746 | $127.08 | $2,382,147.95 |
DisclosureSEC source: 0001628280-25-040907 · wk-form4_1755722266.xml · nonDerivative · entry 2 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fenway Summer Ventures LP Disclosed balance after: 318,114 F1 · kind: Represents shares of Class A common stock sold by the Reporting Person and its affiliated entities as part of a secondary offering of the Issuer's shares. F3 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 20:37 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 15,431 | $127.08 | $1,960,894.33 |
DisclosureSEC source: 0001628280-25-040907 · wk-form4_1755722266.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,082 F1 · kind: Represents shares of Class A common stock sold by the Reporting Person and its affiliated entities as part of a secondary offering of the Issuer's shares. F2 · balance_after: Represents 216,022 shares of Class A common stock held outright by the Reporting Person and 7,060 shares of Class A common stock issuable upon the vesting of restricted stock units. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 21:28 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | OtherSeries D Preferred Stock · Derivative | 21,701 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-007164 · dp229947_4-date.xml · derivative · entry 9 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By FS Venture Capital L.L.C. Disclosed balance after: 0 Underlying: Class A Common stock · 21,701 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F2 · price: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F2 · derivative.exercise_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F2 · derivative.expiration_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 21:28 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | OtherSeries C Preferred Stock · Derivative | 138,168 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-007164 · dp229947_4-date.xml · derivative · entry 8 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By FS Venture Capital L.L.C. Disclosed balance after: 0 Underlying: Class A Common Stock · 138,168 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F2 · price: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F2 · derivative.exercise_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F2 · derivative.expiration_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 21:28 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | OtherSeries B Preferred Stock · Derivative | 103,448 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-007164 · dp229947_4-date.xml · derivative · entry 7 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By FS Venture Capital L.L.C. Disclosed balance after: 0 Underlying: Class A Common Stock · 103,448 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F2 · price: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F2 · derivative.exercise_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F2 · derivative.expiration_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 21:28 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | OtherSeries D Preferred Stock · Derivative | 14,467 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-007164 · dp229947_4-date.xml · derivative · entry 6 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fenway Summer Ventures LP Disclosed balance after: 0 Underlying: Class A Common Stock · 14,467 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F2 · price: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F2 · derivative.exercise_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F2 · derivative.expiration_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 21:28 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | OtherSeries C Preferred Stock · Derivative | 322,393 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-007164 · dp229947_4-date.xml · derivative · entry 5 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fenway Summer Ventures LP Disclosed balance after: 0 Underlying: Class A Common Stock · 322,393 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F2 · price: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F2 · derivative.exercise_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F2 · derivative.expiration_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date. F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 21:28 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | SaleClass A Common Stock | 50,000 | $29.30 | $1,465,000.00 |
DisclosureSEC source: 0000950103-25-007164 · dp229947_4-date.xml · nonDerivative · entry 3 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,513 Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 21:28 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | OtherClass A Common Stock | 263,317 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-007164 · dp229947_4-date.xml · nonDerivative · entry 2 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By FS Venture Capital L.L.C Disclosed balance after: 263,317 F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F1 · shares: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F1 · price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 21:28 UTC | Circle Internet Group, Inc. CRCL · Entity 2104 | OtherClass A Common Stock | 336,860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-007164 · dp229947_4-date.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fenway Summer Ventures LP Disclosed balance after: 336,860 F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F1 · shares: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F1 · price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7. F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 11:39 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 625 | $50.79 | $31,743.75 |
DisclosureSEC source: 0001562180-25-002576 · primarydocument.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,900 F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q1 2025. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 13:42 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 625 | $53.51 | $33,443.75 |
DisclosureSEC source: 0001562180-24-008435 · primarydocument.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,275 F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q4 2024. Read SEC document |
| September 16, 2024 Filed Sep 17, 2024 14:12 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 625 | $48.35 | $30,218.75 |
DisclosureSEC source: 0001562180-24-006830 · primarydocument.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,650 F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q3 2024. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 17:40 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 625 | $44.06 | $27,537.50 |
DisclosureSEC source: 0001562180-24-005150 · primarydocument.xml · nonDerivative · entry 1 Date Rajeev V · CIK 0001672444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,025 F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q2 2024. 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.