Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Rocket Companies, Inc.RKT · Entity 3094 | Director | June 10, 2026 | June 11, 2026 |
| Wise Group plcWSE · Entity 3428 | Director | May 08, 2026 | May 08, 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.
Rocket Companies, Inc.
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 54,639 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 16,312 · Balance 54,639 F1: Represents restricted stock units ("RSUs") granted to the filing person on June 10, 2026 under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs vest on the earlier of the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted to the filing person on June 10, 2026 under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs vest on the earlier of the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders.
Wise Group plc
Report date May 08, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary SharesSEC Table I · non-derivative | IndirectBy Trust | 1,075,532 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,075,532 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Virtu KCG Holdings LLC
Report date July 20, 2017 · Filed July 20, 2017
Section 16 reporting ended · disclosed 2017-07-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-07-20 transaction · row 1
1 source rowRow 1 · 2017-07-20 · Disposition to issuer · Disposed 12,301 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of April 20, 2017, by and among Virtu Financial, Inc., a Delaware corporation ("Virtu"), Orchestra Merger Sub, Inc., a Delaware corporation ("Merger Sub") and a wholly owned subsidiary of Virtu, and Virtu KCG Holdings LLC, a Delaware limited liability company (formerly known as KCG Holdings, Inc., a Delaware corporation) (the "Company"), at the effective time of the merger (the "Effective Time") of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of Virtu, each share of the Company's Class A common stock, par value $0.01 per share (the "Class A Common Stock"), owned by the reporting person was converted into the right to receive $20.00 in cash without interest (the "Merger Consideration"). |
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-07-20 transaction · row 2
1 source rowRow 2 · 2017-07-20 · Disposition to issuer · Disposed 4,023 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit ("RSU") granted by the Company was cancelled and converted automatically into the right to receive an amount in cash equal to the product of (i) the number of shares of Class A Common Stock subject to such RSU immediately prior to the Effective Time and (ii) the Merger Consideration of $20.00 per share. Accordingly, 4,023 RSUs granted to the reporting person on May 11, 2017 under the Company's stock plan, which would have vested into Class A Common Stock on May 11, 2018 or upon the reporting person's earlier retirement, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of April 20, 2017, by and among Virtu Financial, Inc., a Delaware corporation ("Virtu"), Orchestra Merger Sub, Inc., a Delaware corporation ("Merger Sub") and a wholly owned subsidiary of Virtu, and Virtu KCG Holdings LLC, a Delaware limited liability company (formerly known as KCG Holdings, Inc., a Delaware corporation) (the "Company"), at the effective time of the merger (the "Effective Time") of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of Virtu, each share of the Company's Class A common stock, par value $0.01 per share (the "Class A Common Stock"), owned by the reporting person was converted into the right to receive $20.00 in cash without interest (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit ("RSU") granted by the Company was cancelled and converted automatically into the right to receive an amount in cash equal to the product of (i) the number of shares of Class A Common Stock subject to such RSU immediately prior to the Effective Time and (ii) the Merger Consideration of $20.00 per share. Accordingly, 4,023 RSUs granted to the reporting person on May 11, 2017 under the Company's stock plan, which would have vested into Class A Common Stock on May 11, 2018 or upon the reporting person's earlier retirement, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.
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 11, 2026 20:09 UTC | Rocket Companies, Inc. RKT · Entity 3094 | GrantClass A common stock | 16,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001805284-26-000075 · wk-form4_1781208556.xml · nonDerivative · entry 1 Rampell Alastair · CIK 0001660056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,639 F1 · shares: Represents restricted stock units ("RSUs") granted to the filing person on June 10, 2026 under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs vest on the earlier of the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:19 UTC | Rocket Companies, Inc. RKT · Entity 3094 | GrantClass A common stock | 15,704 | $13.69 | $214,987.76 |
DisclosureSEC source: 0001805284-25-000078 · wk-form4_1749845962.xml · nonDerivative · entry 1 Rampell Alastair · CIK 0001660056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,327 F1 · shares: Represents restricted stock units ("RSUs") granted to the filing person on June 11, 2025 under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs vest on the earlier of the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders. Read SEC document |
| June 18, 2024 Filed Jun 21, 2024 20:11 UTC | Rocket Companies, Inc. RKT · Entity 3094 | GrantClass A common stock | 5,668 | $14.30 | $81,052.40 |
DisclosureSEC source: 0001805284-24-000108 · wk-form4_1719000676.xml · nonDerivative · entry 1 Rampell Alastair · CIK 0001660056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,623 F1 · shares: Represents restricted stock units ("RSUs") granted to the filing person on June 18, 2024 under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs vest on the earlier of the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:14 UTC | Rocket Companies, Inc. RKT · Entity 3094 | GrantClass A common stock | 16,955 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-24-000275 · es240443859_4-rampell.xml · nonDerivative · entry 1 Rampell Alastair · CIK 0001660056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,955 F1 · shares: Represents restricted stock units ("RSUs") granted under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs shall vest on February 1, 2025, subject to the reporting person's continued service on the vesting date. Read SEC document |
| July 20, 2017 Filed Jul 20, 2017 18:29 UTC | Virtu KCG Holdings LLC KCG · Entity 106797 | Disposition to issuerRestricted Stock Units | 4,023 | $20.00 | $80,460.00 |
DisclosureSEC source: 0001104659-17-046088 · a4.xml · nonDerivative · entry 2 Rampell Alastair · CIK 0001660056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit ("RSU") granted by the Company was cancelled and converted automatically into the right to receive an amount in cash equal to the product of (i) the number of shares of Class A Common Stock subject to such RSU immediately prior to the Effective Time and (ii) the Merger Consideration of $20.00 per share. Accordingly, 4,023 RSUs granted to the reporting person on May 11, 2017 under the Company's stock plan, which would have vested into Class A Common Stock on May 11, 2018 or upon the reporting person's earlier retirement, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. Read SEC document |
| July 20, 2017 Filed Jul 20, 2017 18:29 UTC | Virtu KCG Holdings LLC KCG · Entity 106797 | Disposition to issuerClass A Common Stock, par value $0.01 per share | 12,301 | $20.00 | $246,020.00 |
DisclosureSEC source: 0001104659-17-046088 · a4.xml · nonDerivative · entry 1 Rampell Alastair · CIK 0001660056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of April 20, 2017, by and among Virtu Financial, Inc., a Delaware corporation ("Virtu"), Orchestra Merger Sub, Inc., a Delaware corporation ("Merger Sub") and a wholly owned subsidiary of Virtu, and Virtu KCG Holdings LLC, a Delaware limited liability company (formerly known as KCG Holdings, Inc., a Delaware corporation) (the "Company"), at the effective time of the merger (the "Effective Time") of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of Virtu, each share of the Company's Class A common stock, par value $0.01 per share (the "Class A Common Stock"), owned by the reporting person was converted into the right to receive $20.00 in cash without interest (the "Merger Consideration"). Read SEC document |
| May 12, 2017 Filed May 15, 2017 17:28 UTC | Virtu KCG Holdings LLC KCG · Entity 106797 | Exercise / conversionClass A Common Stock, par value $0.01 per share | 6,089 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-013129 · doc4.xml · nonDerivative · entry 3 Rampell Alastair · CIK 0001660056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,301 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Represents restricted stock units that vested into Class A Common Stock of KCG Holdings, Inc. on a one-for-one basis. Read SEC document |
| May 12, 2017 Filed May 15, 2017 17:28 UTC | Virtu KCG Holdings LLC KCG · Entity 106797 | Exercise / conversionRestricted Stock Units | 6,089 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-013129 · doc4.xml · nonDerivative · entry 2 Rampell Alastair · CIK 0001660056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,023 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Represents restricted stock units that vested into Class A Common Stock of KCG Holdings, Inc. on a one-for-one basis. Read SEC document |
| May 11, 2017 Filed May 15, 2017 17:28 UTC | Virtu KCG Holdings LLC KCG · Entity 106797 | GrantRestricted Stock Units | 4,023 | $19.89 | $80,017.47 |
DisclosureSEC source: 0000899243-17-013129 · doc4.xml · nonDerivative · entry 1 Rampell Alastair · CIK 0001660056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,112 F1 · shares: Restricted stock units granted pursuant to the KCG Holdings, Inc. Amended and Restated Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Class A Common Stock of KCG Holdings, Inc. Restricted stock units are scheduled to vest on May 11, 2018 or upon earlier retirement and will be settled upon vesting. Read SEC document |
| December 03, 2016 Filed Dec 6, 2016 16:09 UTC | Virtu KCG Holdings LLC KCG · Entity 106797 | Exercise / conversionClass A Common Stock, par value $0.01 per share | 6,212 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-034977 · doc4.xml · nonDerivative · entry 2 Rampell Alastair · CIK 0001660056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,212 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: Represents restricted stock units that vested into Class A Common Stock of KCG Holdings, Inc. on a one-for-one basis. Read SEC document |
| December 03, 2016 Filed Dec 6, 2016 16:09 UTC | Virtu KCG Holdings LLC KCG · Entity 106797 | Exercise / conversionRestricted Stock Units | 6,212 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-034977 · doc4.xml · nonDerivative · entry 1 Rampell Alastair · CIK 0001660056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,089 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: Represents restricted stock units that vested into Class A Common Stock of KCG Holdings, Inc. on a one-for-one basis. 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.