Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Block, Inc.SQ · Entity 3041 | Director | June 13, 2022 | June 15, 2023 |
| YELP INCYELP · Entity 1782 | Director | June 05, 2026 | June 09, 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.
Block, Inc.
Report date June 13, 2022 · Filed June 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,641 |
Reported balance
After 2023-06-13 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2023-06-13 · Grant · Acquired 3,815 · Balance 8,641 F1: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 13, 2024, or the date of the Issuer's next annual meeting of stockholders. |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,256 |
Reported balance
Holding disclosure · report date 2022-06-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,256 F2: Represents ownership of CHESS Depositary Interests ("CDIs"), each representing an ownership interest in a share of Class A common stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 13, 2024, or the date of the Issuer's next annual meeting of stockholders.
F2: Represents ownership of CHESS Depositary Interests ("CDIs"), each representing an ownership interest in a share of Class A common stock of the Issuer.
YELP INC
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,071 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 10,646 · Balance 53,071 F1: Represents the grant of restricted stock units that vest on the earlier of (a) one year from the date of grant or (b) the date of the Issuer's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock units that vest on the earlier of (a) one year from the date of grant or (b) the date of the Issuer's next annual meeting of stockholders.
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 05, 2026 Filed Jun 9, 2026 21:53 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 10,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001769134-26-000002 · wk-form4_1781042008.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,071 F1 · shares: Represents the grant of restricted stock units that vest on the earlier of (a) one year from the date of grant or (b) the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| June 13, 2025 Filed Jun 16, 2025 21:04 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 6,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001769134-25-000001 · wk-form4_1750107856.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,425 F1 · shares: Represents the grant of restricted stock units that vest on the earlier of (a) one year from the date of grant or (b) the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 21:02 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 5,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001769134-24-000001 · wk-form4_1718658158.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,435 F1 · shares: Represents the grant of restricted stock units that vest on the earlier of (a) one year from the date of grant or (b) the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 21:25 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 3,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037443 · doc4.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,641 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 13, 2024, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 22:13 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 5,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001769134-23-000001 · wk-form4_1686694418.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,847 F1 · shares: Represents the grant of restricted stock units that vest on the earlier of (a) one year from the date of grant or (b) the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 21:45 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 4,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037556 · doc4.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,826 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 14, 2023, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 21:03 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 5,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001769134-22-000002 · wf-form4_165454936355188.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,127 F1 · shares: Represents the grant of restricted stock units that vest in equal quarterly installments over four years from the date of grant. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 22:40 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 681 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006495 · doc4.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 681 F1 · shares: Represents an automatic restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of January 31, 2023, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 22:00 UTC | YELP INC YELP · Entity 1782 | GrantStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $39.17 | $0.00 |
DisclosureSEC source: 0001209191-21-038730 · doc4.xml · derivative · entry 2 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2031-06-03 F2 · derivative.exercise_date: The shares underlying the stock option vest in equal monthly installments over 48 months following the grant date. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 22:00 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 4,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-038730 · doc4.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,445 F1 · shares: Represents the grant of restricted stock units that vest in equal quarterly installments over four years from the date of grant. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:00 UTC | YELP INC YELP · Entity 1782 | GrantStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $34.99 | $0.00 |
DisclosureSEC source: 0001209191-20-041223 · doc4.xml · derivative · entry 2 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2029-07-08 F2 · derivative.exercise_date: The shares underlying the stock option vest in equal monthly installments over 48 months following the vesting commencement date of July 8, 2019. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:00 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 7,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-041223 · doc4.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,977 F1 · shares: Represents the grant of restricted stock units that vest in equal quarterly installments over four years from the date of grant. Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 22:41 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 72 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-024946 · doc4.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,118 F1 · shares: Represents the grant of restricted stock units that vest in equal installments on November 20, 2020 and February 20, 2021. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:45 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 997 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015509 · doc4.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,295 F1 · shares: Represents the grant of restricted stock units that vest in equal quarterly installments over one year from the date of grant. Read SEC document |
| March 01, 2020 Filed Apr 17, 2020 22:39 UTC Amendment | YELP INC YELP · Entity 1782 | GrantCommon Stock | 748 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-024945 · doc4a.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,046 F1 · shares: Represents the grant of restricted stock units that vest in equal quarterly installments on May 20, 2020, November 20, 2020 and February 20, 2021. Read SEC document |
| May 01, 2019 Filed May 3, 2019 21:01 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-027443 · doc4.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,298 F1 · shares: Represents the grant of restricted stock units that vest in equal quarterly installments over one year from the date of grant. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 21:02 UTC | YELP INC YELP · Entity 1782 | GrantStock Option (Right to Buy) · Derivative | 9,950 | $0.00 Strike: $34.80 | $0.00 |
DisclosureSEC source: 0001209191-19-018491 · doc4.xml · derivative · entry 2 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,950 Underlying: Common Stock · 9,950 shares Expires 2029-03-07 F2 · derivative.exercise_date: The shares underlying the stock option vest in installments as follows: (a) 25% of the shares vest on March 1, 2020 then (b) the remaining shares vest in equal monthly installments for 36 months. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 21:02 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 4,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018491 · doc4.xml · nonDerivative · entry 1 Rothstein Sharon · CIK 0001769134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,670 F1 · shares: Represents the grant of restricted stock units, 25% of which vest on May 20, 2020 and the remaining shares vest in equal quarterly installments over the following three years. 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.