Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Block, Inc.SQ · Entity 3041 | Chief Legal Ofcr. & Corp. Sec. | January 03, 2023 | January 05, 2023 |
| LEGALZOOM.COM, INC.LZ · Entity 4925 | Director | June 03, 2026 | June 03, 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 January 03, 2023 · Filed January 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 105,400 |
Reported balance
After 2023-01-03 transaction · row 1
1 source rowRow 1 · 2023-01-03 · Sale · Disposed 2,716 · Balance 105,400 F1: Represents the number of shares automatically sold to satisfy the Issuer's income tax withholding and remittance obligations in connection with the vesting of restricted stock and restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares automatically sold to satisfy the Issuer's income tax withholding and remittance obligations in connection with the vesting of restricted stock and restricted stock units.
LEGALZOOM.COM, INC.
Report date June 03, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 131,965 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 35,585 · Balance 131,965 F1: Represents restricted stock units ("RSUs") that vest in a single installment on the earlier to occur of (a) the close of business on the day before the Issuer's next annual meeting of stockholders and (b) the one-year anniversary of the grant date, subject to the Reporting Person's continuing service to the Issuer. The RSUs are payable in an equivalent number of shares of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") that vest in a single installment on the earlier to occur of (a) the close of business on the day before the Issuer's next annual meeting of stockholders and (b) the one-year anniversary of the grant date, subject to the Reporting Person's continuing service to the Issuer. The RSUs are payable in an equivalent number of shares of the Issuer's common stock.
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 03, 2026 Filed Jun 3, 2026 20:48 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 35,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001735067-26-000003 · wk-form4_1780519728.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,965 F1 · shares: Represents restricted stock units ("RSUs") that vest in a single installment on the earlier to occur of (a) the close of business on the day before the Issuer's next annual meeting of stockholders and (b) the one-year anniversary of the grant date, subject to the Reporting Person's continuing service to the Issuer. The RSUs are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| June 03, 2025 Filed Jun 4, 2025 22:11 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 22,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-25-000071 · wk-form4_1749075087.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,380 F1 · shares: Represents restricted stock units ("RSUs") that vest in a single installment on the earlier to occur of (a) the close of business on the day before the Issuer's next annual meeting of stockholders and (b) the one-year anniversary of the award date, subject to the Reporting Person's continuing service to the Issuer. The RSUs are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 20:19 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 21,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-24-000072 · wk-form4_1717791534.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,549 F1 · shares: Represents restricted stock units ("RSUs") that vest in a single installment on the earlier to occur of (a) the close of business on the day before the Issuer's next annual meeting of stockholders and (b) the one-year anniversary of the award date, subject to the Reporting Person's continuing service to the Issuer. The RSUs are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 20:10 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 20,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-23-000097 · wf-form4_168625500538299.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,469 F1 · shares: Represents restricted stock units ("RSUs") that vest in a single installment on the earlier to occur of (a) the close of business on the day before the Issuer's next annual meeting of stockholders and (b) the one-year anniversary of the award date, subject to the Reporting Person's continuing service to the Issuer. The RSUs are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:46 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,716 | $64.28 | $174,584.48 |
DisclosureSEC source: 0001209191-23-002006 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,400 F1 · shares: Represents the number of shares automatically sold to satisfy the Issuer's income tax withholding and remittance obligations in connection with the vesting of restricted stock and restricted stock units. Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 22:03 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 106 | $67.29 | $7,132.74 |
DisclosureSEC source: 0001209191-22-060046 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,116 F2 · shares: Represents the number of shares automatically sold to satisfy the Issuer's income tax withholding and remittance obligations in connection with the vesting of restricted stock units. Read SEC document |
| November 15, 2022 Filed Dec 6, 2022 22:03 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 2 | $62.37 | $124.74 |
DisclosureSEC source: 0001209191-22-060046 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,222 F1 · shares: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 21:39 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 4,045 | $54.61 | $220,897.45 |
DisclosureSEC source: 0001209191-22-052851 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,220 F1 · shares: Represents the number of shares automatically sold to satisfy the Issuer's income tax withholding and remittance obligations in connection with the vesting of restricted stock and restricted stock units. Read SEC document |
| September 02, 2022 Filed Sep 7, 2022 21:13 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 105 | $67.78 | $7,116.90 |
DisclosureSEC source: 0001209191-22-049040 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,265 F1 · shares: Represents the number of shares automatically sold to satisfy the Issuer's income tax withholding and remittance obligations in connection with the vesting of restricted stock units. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:26 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 3,992 | $63.90 | $255,088.80 |
DisclosureSEC source: 0001209191-22-041260 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,370 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock and restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| June 08, 2022 Filed Jun 9, 2022 22:07 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock (RSUs) | 16,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-22-000092 · wf-form4_165481246120994.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,459 F1 · shares: The Restricted Stock Units (RSUs) vest in a single installment on the earlier to occur of (a) the close of business on the day before the Issuer's next annual meeting of stockholders and (b) the one-year anniversary of the award date, subject to the Reporting Person's continuing service to the Issuer. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:35 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 103 | $81.91 | $8,436.73 |
DisclosureSEC source: 0001209191-22-034075 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,362 F2 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| May 13, 2022 Filed Jun 3, 2022 20:35 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 107 | $71.53 | $7,653.71 |
DisclosureSEC source: 0001209191-22-034075 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,465 F1 · shares: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:09 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 13,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027901 · doc4.xml · derivative · entry 8 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 13,125 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. F3 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:09 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionClass B Common Stock · Derivative | 13,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027901 · doc4.xml · derivative · entry 7 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,125 Underlying: Class A Common Stock · 13,125 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. F3 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:09 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionStock Option (right to buy) · Derivative | 13,125 | $0.00 Strike: $13.94 | $0.00 |
DisclosureSEC source: 0001209191-22-027901 · doc4.xml · derivative · entry 6 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 13,125 shares Expires 2025-06-16 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. F4 · derivative.exercise_date: 25% of the shares subject to the option vested on June 1, 2016 and 1/48th of the shares vested monthly thereafter. F3 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:09 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 4,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027901 · doc4.xml · derivative · entry 5 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,167 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. F3 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:09 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionClass B Common Stock · Derivative | 4,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027901 · doc4.xml · derivative · entry 4 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,167 Underlying: Class A Common Stock · 4,167 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. F3 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:09 UTC | Block, Inc. SQ · Entity 3041 | Exercise / conversionStock Option (right to buy) · Derivative | 4,167 | $0.00 Strike: $7.25 | $0.00 |
DisclosureSEC source: 0001209191-22-027901 · doc4.xml · derivative · entry 3 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 4,167 shares Expires 2024-02-27 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: 25% of the shares subject to the option vested on January 31, 2015 and 1/48th of the shares vested monthly thereafter. F3 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:09 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 13,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027901 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,358 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:09 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 4,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027901 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,233 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. Read SEC document |
| April 19, 2022 Filed May 4, 2022 21:31 UTC | Block, Inc. SQ · Entity 3041 | GrantStock Option (right to buy) · Derivative | 58,843 | $0.00 Strike: $125.62 | $0.00 |
DisclosureSEC source: 0001209191-22-027185 · doc4.xml · derivative · entry 2 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,843 Underlying: Class A Common Stock · 58,843 shares Expires 2032-04-18 F3 · derivative.exercise_date: 1/48th of the shares subject to the Option will vest on May 1, 2022 and each month thereafter through April 1, 2026. Read SEC document |
| April 19, 2022 Filed May 4, 2022 21:31 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 29,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027185 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,066 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · shares: 1/16th of the RSUs will vest on July 1, 2022, and each three months thereafter through April 1, 2026. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:34 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 3,704 | $133.62 | $494,928.48 |
DisclosureSEC source: 0001209191-22-023206 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,644 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock and restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| March 18, 2022 Filed Mar 21, 2022 21:47 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock (RSUs) | 2,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-22-000036 · wf-form4_164789920763062.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,246 F2 · shares: The Restricted Stock Units (RSUs) vest in a single installment on the earlier to occur of (a) the close of business on the day before the issuer's next annual meeting of stockholders and (b) the next June 1, subject to the Reporting Person's continuing service to the Issuer. Read SEC document |
| March 18, 2022 Filed Mar 21, 2022 21:47 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock (RSUs) | 13,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-22-000036 · wf-form4_164789920763062.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,477 F1 · shares: The Restricted Stock Units (RSUs) vest annually over three (3) years, subject to the Reporting Person's continuing service to the Issuer. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:11 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 104 | $126.06 | $13,110.24 |
DisclosureSEC source: 0001209191-22-015637 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,348 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 02:19 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,483 | $163.01 | $241,743.83 |
DisclosureSEC source: 0001209191-22-001269 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,452 F2 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 01, 2022 Filed Jan 5, 2022 02:19 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 2,829 | $161.51 | $456,911.79 |
DisclosureSEC source: 0001209191-22-001269 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,935 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock and restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 22:06 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 5,752 | $176.98 | $1,017,988.96 |
DisclosureSEC source: 0001209191-21-068544 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Chief Legal Ofcr. & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,764 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 22:06 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 103 | $194.50 | $20,033.50 |
DisclosureSEC source: 0001209191-21-067879 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,516 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:02 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 6,668 | $255.49 | $1,703,607.32 |
DisclosureSEC source: 0001209191-21-062739 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,619 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 04, 2021 Filed Oct 5, 2021 21:39 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 7,023 | $226.10 | $1,587,900.30 |
DisclosureSEC source: 0001209191-21-059626 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,287 F2 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 21:39 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 3,703 | $239.29 | $886,090.87 |
DisclosureSEC source: 0001209191-21-059626 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,310 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock and restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| September 07, 2021 Filed Sep 9, 2021 21:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 8,119 | $266.28 | $2,161,927.32 |
DisclosureSEC source: 0001209191-21-055326 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,013 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 21:25 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 104 | $268.25 | $27,898.00 |
DisclosureSEC source: 0001209191-21-054830 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,132 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:08 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 400 | $267.10 | $106,840.00 |
DisclosureSEC source: 0001209191-21-050213 · doc4.xml · nonDerivative · entry 6 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,236 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F7 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $266.65 to $267.42 per share. 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 within the range set forth in this footnote. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:08 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,273 | $266.10 | $604,845.30 |
DisclosureSEC source: 0001209191-21-050213 · doc4.xml · nonDerivative · entry 5 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,636 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $265.60 to $266.48 per share. 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 within the range set forth in this footnote. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:08 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,813 | $265.03 | $745,529.39 |
DisclosureSEC source: 0001209191-21-050213 · doc4.xml · nonDerivative · entry 4 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,909 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $264.56 to $265.51 per share. 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 within the range set forth in this footnote. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:08 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 671 | $264.08 | $177,197.68 |
DisclosureSEC source: 0001209191-21-050213 · doc4.xml · nonDerivative · entry 3 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,722 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $263.55 to $264.52 per share. 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 within the range set forth in this footnote. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:08 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,300 | $262.99 | $341,887.00 |
DisclosureSEC source: 0001209191-21-050213 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,393 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $262.51 to $263.35 per share. 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 within the range set forth in this footnote. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:08 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 300 | $261.78 | $78,534.00 |
DisclosureSEC source: 0001209191-21-050213 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,693 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $261.47 to $262.32 per share. 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 within the range set forth in this footnote. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:27 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 3,700 | $241.85 | $894,845.00 |
DisclosureSEC source: 0001209191-21-045581 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,993 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock and restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 21:16 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 103 | $221.95 | $22,860.85 |
DisclosureSEC source: 0001209191-21-037767 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,693 F2 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| May 14, 2021 Filed Jun 3, 2021 21:16 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 139 | $152.29 | $21,168.31 |
DisclosureSEC source: 0001209191-21-037767 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,796 F1 · shares: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| April 27, 2021 Filed Apr 30, 2021 00:27 UTC | Block, Inc. SQ · Entity 3041 | GrantStock Option (right to buy) · Derivative | 26,497 | $0.00 Strike: $253.79 | $0.00 |
DisclosureSEC source: 0001209191-21-029133 · doc4.xml · derivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,497 Underlying: Class A Common Stock · 26,497 shares Expires 2031-04-26 F3 · derivative.exercise_date: 1/48th of the shares subject to the Option will vest on May 1, 2021 and each month thereafter through April 1, 2025. Read SEC document |
| April 27, 2021 Filed Apr 30, 2021 00:27 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 14,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029133 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,657 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · shares: 1/16th of the RSUs will vest on July 1, 2021, and each three months thereafter through April 1, 2025. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:40 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 5,325 | $229.51 | $1,222,140.75 |
DisclosureSEC source: 0001209191-21-025426 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,622 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock and restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:24 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 104 | $241.00 | $25,064.00 |
DisclosureSEC source: 0001209191-21-017065 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,947 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 22:07 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 118 | $215.64 | $25,445.52 |
DisclosureSEC source: 0001209191-21-007327 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,051 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading 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.