Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRIGHT HORIZONS FAMILY SOLUTIONS INC.BFAM · Entity 531 | Director | June 03, 2026 | June 05, 2026 |
| UPWORK, INCUPWK · Entity 4876 | Director | June 04, 2026 | June 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.
BRIGHT HORIZONS FAMILY SOLUTIONS INC.
Report date June 03, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,911 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 2,096 · Balance 24,911 F1: Each restricted stock unit is fully vested and represents the right to receive one share of common stock upon the earliest of the 5th anniversary of the grant, termination of service, and a change in control of the Company. |
| Common StockSEC Table I · non-derivative | IndirectDavid H. Lissy 2013 Trust | 57,874 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 57,874 |
| Common StockSEC Table I · non-derivative | IndirectDavid Lissy 2024 BFAM GRAT Trust | 21,987 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 21,987 |
| Common StockSEC Table I · non-derivative | IndirectBy Irrevocable Trust | 40,983 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 40,983 |
| Common StockSEC Table I · non-derivative | IndirectBy Irrevocable Trust | 40,983 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 40,983 |
| Common StockSEC Table I · non-derivative | IndirectBy Irrevocable Trust | 40,982 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 40,982 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit is fully vested and represents the right to receive one share of common stock upon the earliest of the 5th anniversary of the grant, termination of service, and a change in control of the Company.
UPWORK, INC
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,026 |
Ending reported balance
After 2026-06-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-04 · Grant · Acquired 45,146 · Balance 45,146 F1: Represents an award of restricted stock units ("RSUs"). The RSUs vest as to 1/3 of the total number of shares on each of June 4, 2027 and June 4, 2028, and then 1/3 of the total number of shares vest on the earlier of (a) the date immediately prior to the Issuer's 2029 annual meeting of stockholders and (b) December 31, 2029, in each case subject to continued service through each vesting date. Row 2 · 2026-06-04 · Grant · Acquired 20,880 · Balance 66,026 F2: Represents an award of RSUs. 100% of the total number of RSUs shall vest in full on the earlier of (a) the date immediately prior to the Issuer's 2027 annual meeting of stockholders and (b) June 4, 2027, in each case subject to the continuing service of the Reporting Person through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs"). The RSUs vest as to 1/3 of the total number of shares on each of June 4, 2027 and June 4, 2028, and then 1/3 of the total number of shares vest on the earlier of (a) the date immediately prior to the Issuer's 2029 annual meeting of stockholders and (b) December 31, 2029, in each case subject to continued service through each vesting date.
F2: Represents an award of RSUs. 100% of the total number of RSUs shall vest in full on the earlier of (a) the date immediately prior to the Issuer's 2027 annual meeting of stockholders and (b) June 4, 2027, in each case subject to the continuing service of the Reporting Person through such date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Redfin Corp
Report date July 01, 2025 · Filed July 03, 2025
Section 16 reporting ended · disclosed 2025-07-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-07-01 transaction · row 1
1 source rowRow 1 · 2025-07-01 · Disposition to issuer · Disposed 113,573 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated March 9, 2025 (the "Merger Agreement"), by and among Redfin Corporation (the "Company"), Rocket Companies, Inc. ("Parent"), and Neptune Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the Merger Agreement, on July 1, 2025, Merger Sub merged with and into Company (the "Merger"), with Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of Company's common stock, par value $0.001 per share ("Company Common Stock") was converted into the right to receive 0.7926 shares of Class A Common Stock of Parent (the "Parent Common Stock" and such ratio, the "Exchange Ratio") and cash payable in lieu of fractional shares, as described in the Merger Agreement. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust-DHL | 0 |
Reported balance
After 2025-07-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-07-01 · Disposition to issuer · Disposed 20,000 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated March 9, 2025 (the "Merger Agreement"), by and among Redfin Corporation (the "Company"), Rocket Companies, Inc. ("Parent"), and Neptune Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the Merger Agreement, on July 1, 2025, Merger Sub merged with and into Company (the "Merger"), with Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of Company's common stock, par value $0.001 per share ("Company Common Stock") was converted into the right to receive 0.7926 shares of Class A Common Stock of Parent (the "Parent Common Stock" and such ratio, the "Exchange Ratio") and cash payable in lieu of fractional shares, as described in the Merger Agreement. F2: Held by a revocable trust for which the reporting person is the settlor. The reporting person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust-SAL | 0 |
Reported balance
After 2025-07-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-07-01 · Disposition to issuer · Disposed 10,000 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated March 9, 2025 (the "Merger Agreement"), by and among Redfin Corporation (the "Company"), Rocket Companies, Inc. ("Parent"), and Neptune Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the Merger Agreement, on July 1, 2025, Merger Sub merged with and into Company (the "Merger"), with Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of Company's common stock, par value $0.001 per share ("Company Common Stock") was converted into the right to receive 0.7926 shares of Class A Common Stock of Parent (the "Parent Common Stock" and such ratio, the "Exchange Ratio") and cash payable in lieu of fractional shares, as described in the Merger Agreement. F2: Held by a revocable trust for which the reporting person is the settlor. The reporting person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust-JRL | 0 |
Reported balance
After 2025-07-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2025-07-01 · Disposition to issuer · Disposed 10,000 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated March 9, 2025 (the "Merger Agreement"), by and among Redfin Corporation (the "Company"), Rocket Companies, Inc. ("Parent"), and Neptune Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the Merger Agreement, on July 1, 2025, Merger Sub merged with and into Company (the "Merger"), with Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of Company's common stock, par value $0.001 per share ("Company Common Stock") was converted into the right to receive 0.7926 shares of Class A Common Stock of Parent (the "Parent Common Stock" and such ratio, the "Exchange Ratio") and cash payable in lieu of fractional shares, as described in the Merger Agreement. F2: Held by a revocable trust for which the reporting person is the settlor. The reporting person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust-DAL | 0 |
Reported balance
After 2025-07-01 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2025-07-01 · Disposition to issuer · Disposed 10,000 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated March 9, 2025 (the "Merger Agreement"), by and among Redfin Corporation (the "Company"), Rocket Companies, Inc. ("Parent"), and Neptune Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the Merger Agreement, on July 1, 2025, Merger Sub merged with and into Company (the "Merger"), with Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of Company's common stock, par value $0.001 per share ("Company Common Stock") was converted into the right to receive 0.7926 shares of Class A Common Stock of Parent (the "Parent Common Stock" and such ratio, the "Exchange Ratio") and cash payable in lieu of fractional shares, as described in the Merger Agreement. F2: Held by a revocable trust for which the reporting person is the settlor. The reporting person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated March 9, 2025 (the "Merger Agreement"), by and among Redfin Corporation (the "Company"), Rocket Companies, Inc. ("Parent"), and Neptune Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the Merger Agreement, on July 1, 2025, Merger Sub merged with and into Company (the "Merger"), with Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of Company's common stock, par value $0.001 per share ("Company Common Stock") was converted into the right to receive 0.7926 shares of Class A Common Stock of Parent (the "Parent Common Stock" and such ratio, the "Exchange Ratio") and cash payable in lieu of fractional shares, as described in the Merger Agreement.
F2: Held by a revocable trust for which the reporting person is the settlor. The reporting person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| February 23, 2018 Filed Feb 26, 2018 21:27 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | GrantCommon Stock | 21,500 | $48.23 | $1,036,945.00 |
DisclosureSEC source: 0001562180-18-001228 · primarydocument.xml · nonDerivative · entry 1 LISSY DAVID H · CIK 0001193298 · Director · Exec. Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427,693 F1 · shares: This grant represents restricted stock that vest 100% on February 23, 2021. The purchase price paid by the reporting person reflects 50% of the fair market value of the Company's common stock on the date of grant. Read SEC document |
| January 12, 2018 Filed Jan 16, 2018 21:17 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Tax withholdingCommon Stock | 12,591 | $95.44 | $1,201,685.04 |
DisclosureSEC source: 0001562180-18-000315 · primarydocument.xml · nonDerivative · entry 2 LISSY DAVID H · CIK 0001193298 · Director · Exec. Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,193 F2 · shares: Shares withheld to satisfy tax withholding obligation arising upon the vesting of restricted stock. Read SEC document |
| November 28, 2017 Filed Jan 16, 2018 21:17 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | GiftCommon Stock | 11,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000315 · primarydocument.xml · nonDerivative · entry 1 LISSY DAVID H · CIK 0001193298 · Director · Exec. Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,784 F1 · kind: The reporting person made a donation to a charitable foundation. Read SEC document |
| November 14, 2017 Filed Nov 15, 2017 21:01 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | SaleCommon Stock | 79,112 | $87.26 | $6,903,313.12 |
DisclosureSEC source: 0001562180-17-003566 · primarydocument.xml · nonDerivative · entry 3 LISSY DAVID H · CIK 0001193298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,284 F2 · shares: Shares sold by the reporting person were part of an underwritten secondary offering of 4,000,000 shares of the Issuer's common stock which closed on November 14, 2017. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 21:01 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionOption to Purchase Common Stock · Derivative | 75,000 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003566 · primarydocument.xml · derivative · entry 4 LISSY DAVID H · CIK 0001193298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 75,000 shares Expires 2020-01-25 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 time and performance criteria have been met with respect to this award and the option is fully vested. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 21:01 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Tax withholdingCommon Stock | 45,362 | $86.73 | $3,934,246.26 |
DisclosureSEC source: 0001562180-17-003566 · primarydocument.xml · nonDerivative · entry 2 LISSY DAVID H · CIK 0001193298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509,396 F1 · kind: Shares withheld to pay the exercise price of the options and the payment of taxes. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 21:01 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionCommon Stock | 75,000 | $22.00 | $1,650,000.00 |
DisclosureSEC source: 0001562180-17-003566 · primarydocument.xml · nonDerivative · entry 1 LISSY DAVID H · CIK 0001193298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,758 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 13, 2017 Filed Mar 15, 2017 20:10 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionOption to Purchase Common Stock · Derivative | 12,862 | $0.00 Strike: $12.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001260 · primarydocument.xml · derivative · entry 6 LISSY DAVID H · CIK 0001193298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,862 shares Expires 2022-04-04 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 time and performance criteria have been met with respect to this award and the option is fully vested. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 20:10 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionOption to Purchase Common Stock · Derivative | 99,110 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001562180-17-001260 · primarydocument.xml · derivative · entry 5 LISSY DAVID H · CIK 0001193298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 99,110 shares Expires 2022-04-04 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 time and performance criteria have been met with respect to this award and the option is fully vested. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 20:10 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionOption to Purchase Common Stock · Derivative | 314,396 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001562180-17-001260 · primarydocument.xml · derivative · entry 4 LISSY DAVID H · CIK 0001193298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 314,396 shares Expires 2018-09-02 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 time and performance criteria have been met with respect to this award and the option is fully vested. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 20:10 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Tax withholdingCommon Stock | 247,550 | $69.56 | $17,219,578.00 |
DisclosureSEC source: 0001562180-17-001260 · primarydocument.xml · nonDerivative · entry 3 LISSY DAVID H · CIK 0001193298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,758 F1 · kind: Shares withheld to pay the exercise price of the options and the payment of taxes. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 20:10 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionCommon Stock | 12,862 | $12.00 | $154,344.00 |
DisclosureSEC source: 0001562180-17-001260 · primarydocument.xml · nonDerivative · entry 2 LISSY DAVID H · CIK 0001193298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727,308 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 13, 2017 Filed Mar 15, 2017 20:10 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Exercise / conversionCommon Stock | 413,506 | $14.54 | $6,012,377.24 |
DisclosureSEC source: 0001562180-17-001260 · primarydocument.xml · nonDerivative · entry 1 LISSY DAVID H · CIK 0001193298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,446 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 24, 2017 Filed Feb 28, 2017 21:02 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | GrantCommon Stock | 28,000 | $34.57 | $967,960.00 |
DisclosureSEC source: 0001562180-17-000953 · primarydocument.xml · nonDerivative · entry 1 LISSY DAVID H · CIK 0001193298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,940 F1 · shares: This grant represents restricted stock that vests 100% on February 24, 2020. The purchase price paid by the reporting person reflects 50% of the fair market value of the Company's common stock on the date of grant. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 21:10 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | Tax withholdingCommon Stock | 14,832 | $70.91 | $1,051,737.12 |
DisclosureSEC source: 0001562180-17-000215 · primarydocument.xml · nonDerivative · entry 2 LISSY DAVID H · CIK 0001193298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,940 F2 · shares: Shares withheld to satisfy tax withholding obligation arising upon the vesting of restricted stock. Read SEC document |
| December 22, 2016 Filed Jan 10, 2017 21:10 UTC | BRIGHT HORIZONS FAMILY SOLUTIONS INC. BFAM · Entity 531 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000215 · primarydocument.xml · nonDerivative · entry 1 LISSY DAVID H · CIK 0001193298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,772 F1 · kind: The reporting person made a donation to a charitable organization. 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.