Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APi Group CorpAPG · Entity 3311 | Director | May 15, 2026 | May 19, 2026 |
| DOLLAR TREE, INC.DLTR · Entity 3189 | Director | January 01, 2022 | January 04, 2022 |
| Opendoor Technologies Inc.OPEN · Entity 4242 | Chief Executive Officer | June 16, 2025 | June 17, 2025 |
| TKO Group Holdings, Inc.TKO · Entity 3113 | Director | June 10, 2026 | June 12, 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.
APi Group Corp
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,318 |
Reported balance
After 2026-05-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-16 · Exercise / conversion · Acquired 7,844 · Balance 65,318 F1: On May 16, 2026, 7,844 of the Reporting Person's restricted stock units were settled for an equal number of shares of the Issuer's Common Stock. F2: Amount has been adjusted pursuant to a three-for-two stock dividend effected on June 30, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,590 |
Reported balance
After 2026-05-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-15 · Grant · Acquired 6,590 · Balance 6,590 F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4: These restricted stock units vest on May 15, 2027, which is the one-year anniversary of the grant date, subject to the Reporting Person's continuous service with the Issuer as of the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-16 · Exercise / conversion · Disposed 7,844 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5: These restricted stock units vest on May 16, 2026, which is the one-year anniversary of the grant date, subject to the Reporting Person's continuous service with the Issuer as of the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 16, 2026, 7,844 of the Reporting Person's restricted stock units were settled for an equal number of shares of the Issuer's Common Stock.
F2: Amount has been adjusted pursuant to a three-for-two stock dividend effected on June 30, 2025.
F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
F4: These restricted stock units vest on May 15, 2027, which is the one-year anniversary of the grant date, subject to the Reporting Person's continuous service with the Issuer as of the vesting date.
F5: These restricted stock units vest on May 16, 2026, which is the one-year anniversary of the grant date, subject to the Reporting Person's continuous service with the Issuer as of the vesting date.
DOLLAR TREE, INC.
Report date January 01, 2022 · Filed January 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $140.52 · Expires 2032-01-01 | Direct | 1,078 |
Reported balance
After 2022-01-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-01-01 · Grant · Acquired 1,078 · Balance 1,078 F1: Represents stock options acquired pursuant to the 2013 Director Deferred Compensation Plan in lieu of cash payment or deferral of director's fees for the applicable period. F2: Immediately exercisable. F3: Expires at the earlier of one year after ceasing to be a director, with certain grace periods, or ten years after grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents stock options acquired pursuant to the 2013 Director Deferred Compensation Plan in lieu of cash payment or deferral of director's fees for the applicable period.
F2: Immediately exercisable.
F3: Expires at the earlier of one year after ceasing to be a director, with certain grace periods, or ten years after grant.
Opendoor Technologies Inc.
Report date June 16, 2025 · Filed June 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,365,711 |
Reported balance
After 2025-06-16 transaction · row 1
1 source rowRow 1 · 2025-06-16 · Sale · Disposed 671,164 · Balance 14,365,711 F1: This sale was effected pursuant to a Rule 10b5-1 "sell to cover" election made by the Reporting Person for the sole purpose to satisfy the Reporting Person's tax withholding obligation upon the settlement of previously granted restricted stock awards. This sale does not represent a discretionary trade by the Reporting Person. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.5479 to $0.578, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price at which the transactions were effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This sale was effected pursuant to a Rule 10b5-1 "sell to cover" election made by the Reporting Person for the sole purpose to satisfy the Reporting Person's tax withholding obligation upon the settlement of previously granted restricted stock awards. This sale does not represent a discretionary trade by the Reporting Person.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.5479 to $0.578, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price at which the transactions were effected.
TKO Group Holdings, Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,836 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Exercise / conversion · Acquired 1,237 · Balance 7,836 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-10 · Exercise / conversion · Disposed 1,237 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. F2: The RSUs vested on the date of the Issuer's annual stockholder meeting, which was held on June 10, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,123 |
Reported balance
After 2026-06-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-10 · Grant · Acquired 1,123 · Balance 1,123 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. F3: The RSUs will vest on the date of the Issuer's next annual stockholder meeting immediately following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer.
F2: The RSUs vested on the date of the Issuer's annual stockholder meeting, which was held on June 10, 2026.
F3: The RSUs will vest on the date of the Issuer's next annual stockholder meeting immediately following the date of grant.
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 |
|---|---|---|---|---|---|---|
| July 01, 2021 Filed Jul 6, 2021 16:03 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021470 · form4.xml · nonDerivative · entry 1 WHEELER CARRIE · CIK 0001126013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 F1 · kind: Represents the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 20:52 UTC | Opendoor Technologies Inc. OPEN · Entity 4242 | SaleCommon Stock | 119,175 | $17.10 | $2,037,892.50 |
DisclosureSEC source: 0001801169-21-000074 · wf-form4_162466872192412.xml · nonDerivative · entry 2 WHEELER CARRIE · CIK 0001126013 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,447,029 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. Read SEC document |
| June 18, 2021 Filed Jun 22, 2021 18:54 UTC | Opendoor Technologies Inc. OPEN · Entity 4242 | SaleCommon Stock | 8,576 | $16.70 | $143,197.76 |
DisclosureSEC source: 0001801169-21-000070 · wf-form4_162440247922494.xml · nonDerivative · entry 1 WHEELER CARRIE · CIK 0001126013 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,080,942 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. Read SEC document |
| June 18, 2021 Filed Jun 25, 2021 20:52 UTC | Opendoor Technologies Inc. OPEN · Entity 4242 | Exercise / conversionPerformance Rights · Derivative | 485,262 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001801169-21-000074 · wf-form4_162466872192412.xml · derivative · entry 3 WHEELER CARRIE · CIK 0001126013 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 485,262 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 performance right represented a contingent right to receive one share of the Issuer's Common Stock upon the Issuer's Common Stock achieving certain share-price based goals. F1 · price: Each performance right represented a contingent right to receive one share of the Issuer's Common Stock upon the Issuer's Common Stock achieving certain share-price based goals. F1 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the Issuer's Common Stock upon the Issuer's Common Stock achieving certain share-price based goals. F1 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the Issuer's Common Stock upon the Issuer's Common Stock achieving certain share-price based goals. Read SEC document |
| June 18, 2021 Filed Jun 25, 2021 20:52 UTC | Opendoor Technologies Inc. OPEN · Entity 4242 | Exercise / conversionCommon Stock | 485,262 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001801169-21-000074 · wf-form4_162466872192412.xml · nonDerivative · entry 1 WHEELER CARRIE · CIK 0001126013 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,566,204 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 performance right represented a contingent right to receive one share of the Issuer's Common Stock upon the Issuer's Common Stock achieving certain share-price based goals. Read SEC document |
| May 20, 2021 Filed May 24, 2021 16:37 UTC | Opendoor Technologies Inc. OPEN · Entity 4242 | SaleCommon Stock | 8,919 | $14.93 | $133,160.67 |
DisclosureSEC source: 0001801169-21-000031 · wf-form4_162188864727955.xml · nonDerivative · entry 1 WHEELER CARRIE · CIK 0001126013 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,089,518 F1 · kind: The sale was effected to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 17:45 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 431.29 | $115.93 | $49,999.45 |
DisclosureSEC source: 0001127602-21-012963 · form4.xml · derivative · entry 1 WHEELER CARRIE · CIK 0001126013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431.29 Underlying: Common Stock · 431.29 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 19:55 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 462.79 | $108.04 | $49,999.83 |
DisclosureSEC source: 0001127602-21-000127 · form4.xml · derivative · entry 1 WHEELER CARRIE · CIK 0001126013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 462.79 Underlying: Common Stock · 462.79 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 18:07 UTC | Opendoor Technologies Inc. OPEN · Entity 4242 | GrantPerformance Rights · Derivative | 485,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-138697 · tm2039143-16_4seq1.xml · derivative · entry 3 WHEELER CARRIE · CIK 0001126013 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485,262 Underlying: Common Stock · 485,262 shares Expires not disclosed F3 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the Issuer's Common Stock upon the Issuer's Common Stock achieving certain share-price based goals. F3 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the Issuer's Common Stock upon the Issuer's Common Stock achieving certain share-price based goals. F3 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the Issuer's Common Stock upon the Issuer's Common Stock achieving certain share-price based goals. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 18:07 UTC | Opendoor Technologies Inc. OPEN · Entity 4242 | GrantCommon Stock | 150,000 | $10.00 | $1,500,000.00 |
DisclosureSEC source: 0001104659-20-138697 · tm2039143-16_4seq1.xml · nonDerivative · entry 2 WHEELER CARRIE · CIK 0001126013 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,048,278 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 18:07 UTC | Opendoor Technologies Inc. OPEN · Entity 4242 | GrantCommon Stock | 3,898,278 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-138697 · tm2039143-16_4seq1.xml · nonDerivative · entry 1 WHEELER CARRIE · CIK 0001126013 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,898,278 F1 · shares: Represents 3,898,278 restricted stock units subject to time based vesting. Each restricted stock unit represents a contingent right to receive one share of the Opendoor Technologies Inc.'s (the "Company's") Common Stock. F2 · price: Pursuant to the consummation of the business combination of Social Capital Hedosophia Holdings Corp. II ("SCH") and Opendoor Labs Inc. (the "Business Combination"), SCH was domesticated, changing its name to Opendoor Technologies Inc. and each share of SCH Class A stock was automatically converted into the right to receive one share of the Company's Common Stock. Read SEC document |
| December 18, 2020 Filed Dec 23, 2020 19:24 UTC Amendment | Opendoor Technologies Inc. OPEN · Entity 4242 | GrantCommon Stock | 3,948,437 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-139304 · tm2039314-3_4a.xml · nonDerivative · entry 1 WHEELER CARRIE · CIK 0001126013 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,948,437 F1 · shares: Represents restricted stock units subject to certain vesting conditions, as described in the award agreement(s) applicable to such restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Opendoor Technologies Inc.'s (the "Company's") Common Stock. F2 · price: Pursuant to the consummation of the business combination of Social Capital Hedosophia Holdings Corp. II ("SCH") and Opendoor Labs Inc. (the "Business Combination"), SCH was domesticated, changing its name to Opendoor Technologies Inc. and each share of SCH Class A stock was automatically converted into the right to receive one share of the Company's Common Stock. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:25 UTC | APi Group Corp APG · Entity 3311 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-027339 · doc4.xml · derivative · entry 2 WHEELER CARRIE · CIK 0001126013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: On October 1, 2020, 10,000 of the Reporting Person's restricted stock units were settled for an equal number of shares of the Issuer's Common Stock. F3 · derivative.exercise_date: These restricted stock units vested on October 1, 2020, which was the one-year anniversary of the grant date. F3 · derivative.expiration_date: These restricted stock units vested on October 1, 2020, which was the one-year anniversary of the grant date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:25 UTC | APi Group Corp APG · Entity 3311 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-027339 · doc4.xml · nonDerivative · entry 1 WHEELER CARRIE · CIK 0001126013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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: On October 1, 2020, 10,000 of the Reporting Person's restricted stock units were settled for an equal number of shares of the Issuer's Common Stock. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 16:33 UTC | APi Group Corp APG · Entity 3311 | GrantRestricted Stock Units · Derivative | 6,920 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-022587 · doc4.xml · derivative · entry 2 WHEELER CARRIE · CIK 0001126013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,920 Underlying: Common Stock · 6,920 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: These restricted stock units vest on the earlier of (i) August 13, 2021, which is the one-year anniversary of the grant date and (ii) the date of the Issuer's 2021 annual meeting of stockholders. F3 · derivative.expiration_date: These restricted stock units vest on the earlier of (i) August 13, 2021, which is the one-year anniversary of the grant date and (ii) the date of the Issuer's 2021 annual meeting of stockholders. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 17:52 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 803.08 | $93.39 | $74,999.64 |
DisclosureSEC source: 0001127602-20-020776 · form4.xml · derivative · entry 1 WHEELER CARRIE · CIK 0001126013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 803.08 Underlying: Common Stock · 803.08 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. Shares pursuant to the deferral are granted from the Issuer's shareholder approved Omnibus Incentive Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F4 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 21:22 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 681.26 | $110.09 | $74,999.91 |
DisclosureSEC source: 0001127602-19-023717 · form4.xml · nonDerivative · entry 1 WHEELER CARRIE · CIK 0001126013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 681.26 F1 · kind: Shares granted from the Issuer's shareholder approved Omnibus Incentive Plan and deferred under the 2013 Director Deferred Compensation Plan. 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.