Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALKAMI TECHNOLOGY, INC.ALKT · Entity 1625 | Director | May 19, 2026 | May 21, 2026 |
| Payoneer Global Inc.PAYO · Entity 4375 | Director | June 10, 2026 | June 12, 2026 |
| Remitly Global, Inc.RELY · Entity 3850 | Chief Financial Officer | September 22, 2021 | September 22, 2021 |
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.
ALKAMI TECHNOLOGY, INC.
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,126 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 11,357 · Balance 23,126 F1: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Plan.
Payoneer Global Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 141,354 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 31,298 · Balance 141,354 F1: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Plan as an Annual Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will fully vest on the earlier of (i) June 9, 2027, and (ii) the first Annual Meeting of the Issuer's stockholders following the effective date of such grant, provided that the Reporting Person remains in continuous service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Plan as an Annual Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will fully vest on the earlier of (i) June 9, 2027, and (ii) the first Annual Meeting of the Issuer's stockholders following the effective date of such grant, provided that the Reporting Person remains in continuous service through the vesting date.
Remitly Global, Inc.
Report date September 22, 2021 · Filed September 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 500,000 |
Reported balance
Holding disclosure · report date 2021-09-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 500,000 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 70,000 |
Reported balance
Holding disclosure · report date 2021-09-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 70,000 F1: The securities are held by a GRAT, of which the reporting person's spouse is the trustee. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.70 · Expires 2028-08-31 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-09-22 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: The option vested as to 1/4th of the total shares on August 22, 2019 and then 1/48th of the total shares vest monthly thereafter, with 100% of the total shares vested on August 22, 2022, subject to the reporting person's provision of service to the issuer on each vesting date. The option provides for an early-exercise provision and is exercisable as to unvested shares, subject to the issuer's right of repurchase. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.55 · Expires 2031-05-11 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-09-22 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F3: The option vests as to 1/19th of the total shares on September 1, 2022 and then 1/19th of the total shares vest monthly thereafter, with 100% of the total shares vested on March 1, 2024, subject to the reporting person's provision of service to the issuer on each vesting date. The option provides for an early-exercise provision and is exercisable as to unvested shares, subject to the issuer's right of repurchase. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities are held by a GRAT, of which the reporting person's spouse is the trustee.
F2: The option vested as to 1/4th of the total shares on August 22, 2019 and then 1/48th of the total shares vest monthly thereafter, with 100% of the total shares vested on August 22, 2022, subject to the reporting person's provision of service to the issuer on each vesting date. The option provides for an early-exercise provision and is exercisable as to unvested shares, subject to the issuer's right of repurchase.
F3: The option vests as to 1/19th of the total shares on September 1, 2022 and then 1/19th of the total shares vest monthly thereafter, with 100% of the total shares vested on March 1, 2024, subject to the reporting person's provision of service to the issuer on each vesting date. The option provides for an early-exercise provision and is exercisable as to unvested shares, subject to the issuer's right of repurchase.
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 10, 2026 Filed Jun 12, 2026 01:12 UTC | Payoneer Global Inc. PAYO · Entity 4375 | GrantCommon Stock | 31,298 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-008886 · ownership.xml · nonDerivative · entry 1 Morgan Susanna · CIK 0001880849 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,354 F1 · kind: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Plan as an Annual Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will fully vest on the earlier of (i) June 9, 2027, and (ii) the first Annual Meeting of the Issuer's stockholders following the effective date of such grant, provided that the Reporting Person remains in continuous service through the vesting date. F1 · shares: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Plan as an Annual Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will fully vest on the earlier of (i) June 9, 2027, and (ii) the first Annual Meeting of the Issuer's stockholders following the effective date of such grant, provided that the Reporting Person remains in continuous service through the vesting date. Read SEC document |
| May 19, 2026 Filed May 21, 2026 22:56 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 11,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001880849-26-000002 · wk-form4_1779404191.xml · nonDerivative · entry 1 Morgan Susanna · CIK 0001880849 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,126 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Plan. Read SEC document |
| July 23, 2025 Filed Jul 24, 2025 21:32 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 11,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-25-000141 · wk-form4_1753392736.xml · nonDerivative · entry 1 Morgan Susanna · CIK 0001880849 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,769 F1 · shares: Represents an award of restricted stock units, which will vest in three equal, annual installments and will be fully vested on the third anniversary of the grant date. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 00:23 UTC | Payoneer Global Inc. PAYO · Entity 4375 | GrantCommon Stock | 29,154 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-007550 · dp230322_4-morgan.xml · nonDerivative · entry 1 Morgan Susanna · CIK 0001880849 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,056 F1 · kind: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Plan as an Annual Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will fully vest on the earlier of (i) June 10, 2026, and (ii) the first Annual Meeting of the Issuer's stockholders following the effective date of such grant, provided that the Reporting Person remains in continuous service through the vesting date. F1 · shares: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Plan as an Annual Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will fully vest on the earlier of (i) June 10, 2026, and (ii) the first Annual Meeting of the Issuer's stockholders following the effective date of such grant, provided that the Reporting Person remains in continuous service through the vesting date. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 14:30 UTC | Payoneer Global Inc. PAYO · Entity 4375 | SaleCommon Stock | 16,180 | $6.77 | $109,574.20 |
DisclosureSEC source: 0000950103-25-006985 · dp229803_4-morgan.xml · nonDerivative · entry 1 Morgan Susanna · CIK 0001880849 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 80,902 F1 · shares: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 13, 2024. F2 · price: The reported sale price reflects the weighted average sale price for multiple transactions, ranging from $6.67 to $6.83. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 22:38 UTC | Payoneer Global Inc. PAYO · Entity 4375 | GrantCommon Stock | 24,793 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-24-007677 · dp212180_4-morgan.xml · nonDerivative · entry 1 Morgan Susanna · CIK 0001880849 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,082 F1 · kind: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Plan as an Annual Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will vest in approximately 1/3 installments of the total number of time-based RSUs on an annual basis over the thirty-six (36) months following the date of grant, provided that the Reporting Person remains in continuous service on each applicable vesting date. F1 · shares: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Plan as an Annual Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will vest in approximately 1/3 installments of the total number of time-based RSUs on an annual basis over the thirty-six (36) months following the date of grant, provided that the Reporting Person remains in continuous service on each applicable vesting date. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 00:36 UTC | Payoneer Global Inc. PAYO · Entity 4375 | GrantCommon Stock | 72,289 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-23-008348 · dp194849_4-morgan.xml · nonDerivative · entry 1 Morgan Susanna · CIK 0001880849 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,289 F1 · kind: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Plan as an Initial Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will vest in approximately 1/3 installments of the total number of time-based RSUs on an annual basis over the thirty-six (36) months following the date of grant, provided that the Reporting Person remains in continuous service on each applicable vesting date. F1 · shares: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Plan as an Initial Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will vest in approximately 1/3 installments of the total number of time-based RSUs on an annual basis over the thirty-six (36) months following the date of grant, provided that the Reporting Person remains in continuous service on each 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.