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 |
|---|---|---|---|---|---|---|
| January 04, 2021 Filed Jan 5, 2021 22:57 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 118 | $222.61 | $26,267.98 |
DisclosureSEC source: 0001209191-21-001441 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,977 F2 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:57 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 5,911 | $217.64 | $1,286,470.04 |
DisclosureSEC source: 0001209191-21-001441 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,095 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 01, 2020 Filed Dec 3, 2020 22:33 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 318 | $212.35 | $67,527.30 |
DisclosureSEC source: 0001209191-20-061556 · doc4.xml · nonDerivative · entry 9 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,006 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F8 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $212.22 to $212.56 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 |
| December 01, 2020 Filed Dec 3, 2020 22:33 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 100 | $209.73 | $20,973.00 |
DisclosureSEC source: 0001209191-20-061556 · doc4.xml · nonDerivative · entry 8 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,324 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 22:33 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 329 | $208.37 | $68,553.73 |
DisclosureSEC source: 0001209191-20-061556 · doc4.xml · nonDerivative · entry 7 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,424 F2 · 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 $208.19 to $208.76 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 |
| December 01, 2020 Filed Dec 3, 2020 22:33 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 677 | $207.60 | $140,545.20 |
DisclosureSEC source: 0001209191-20-061556 · doc4.xml · nonDerivative · entry 6 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,753 F2 · 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 $207.07 to $208.05 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 |
| December 01, 2020 Filed Dec 3, 2020 22:33 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 900 | $206.53 | $185,877.00 |
DisclosureSEC source: 0001209191-20-061556 · doc4.xml · nonDerivative · entry 5 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,430 F2 · 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 $206.04 to $206.90 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 |
| December 01, 2020 Filed Dec 3, 2020 22:33 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 100 | $204.46 | $20,446.00 |
DisclosureSEC source: 0001209191-20-061556 · doc4.xml · nonDerivative · entry 4 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,330 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 22:33 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 544 | $203.01 | $110,437.44 |
DisclosureSEC source: 0001209191-20-061556 · doc4.xml · nonDerivative · entry 3 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,430 F2 · 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 $202.74 to $203.51 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 |
| December 01, 2020 Filed Dec 3, 2020 22:33 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 500 | $201.90 | $100,950.00 |
DisclosureSEC source: 0001209191-20-061556 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,974 F2 · 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 $201.72 to $202.15 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 |
| December 01, 2020 Filed Dec 3, 2020 22:33 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 103 | $203.00 | $20,909.00 |
DisclosureSEC source: 0001209191-20-061556 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,474 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 02, 2020 Filed Nov 4, 2020 22:14 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,938 | $158.00 | $464,204.00 |
DisclosureSEC source: 0001209191-20-056939 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,577 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 21:24 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 346 | $168.35 | $58,249.10 |
DisclosureSEC source: 0001209191-20-053762 · doc4.xml · nonDerivative · entry 5 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,515 F2 · 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 $168.13 to $168.52 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 |
| October 01, 2020 Filed Oct 5, 2020 21:24 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,650 | $167.53 | $276,424.50 |
DisclosureSEC source: 0001209191-20-053762 · doc4.xml · nonDerivative · entry 4 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,861 F2 · 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 $167.13 to $168.12 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 |
| October 01, 2020 Filed Oct 5, 2020 21:24 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,639 | $166.58 | $273,024.62 |
DisclosureSEC source: 0001209191-20-053762 · doc4.xml · nonDerivative · entry 3 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,511 F2 · 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 $166.10 to $167.07 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 |
| October 01, 2020 Filed Oct 5, 2020 21:24 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 700 | $165.59 | $115,913.00 |
DisclosureSEC source: 0001209191-20-053762 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,150 F2 · 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 $165.08 to $165.96 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 |
| October 01, 2020 Filed Oct 5, 2020 21:24 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 4,756 | $168.49 | $801,338.44 |
DisclosureSEC source: 0001209191-20-053762 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,850 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 |
| October 01, 2020 Filed Jan 22, 2021 22:13 UTC Amendment | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 6,564 | $168.49 | $1,105,968.36 |
DisclosureSEC source: 0001209191-21-004911 · doc4a.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,707 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. F2 · shares: The original Form 4, filed October 5, 2020, is amended to correct an administrative error, which underreported by 1,808 shares the number of shares withheld by the Issuer on October 1, 2020 to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock and restricted stock units. The number of shares beneficially owned by the Reporting Person as reported in Form 4 filings made after October 5, 2020 through the date of this amended Form 4 also reflect the shortfall of 1,808 shares withheld by the Issuer. F3 · balance_after: The number of shares beneficially owned following the reported transaction, as well as additional transactions that occurred on October 1, 2020, is as of October 1, 2020. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 21:07 UTC | Block, Inc. SQ · Entity 3041 | GrantStock Option (right to buy) · Derivative | 4,917 | $0.00 Strike: $166.66 | $0.00 |
DisclosureSEC source: 0001209191-20-049459 · doc4.xml · derivative · entry 8 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,917 Underlying: Class A Common Stock · 4,917 shares Expires 2030-08-31 F7 · derivative.exercise_date: 1/48th of the shares subject to the Option will vest on October 1, 2020 and each month thereafter through September 1, 2024. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 21:07 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 100 | $170.09 | $17,009.00 |
DisclosureSEC source: 0001209191-20-049459 · doc4.xml · nonDerivative · entry 7 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,606 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 21:07 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 412 | $169.13 | $69,681.56 |
DisclosureSEC source: 0001209191-20-049459 · doc4.xml · nonDerivative · entry 6 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,706 F3 · 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 $168.84 to $169.76 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 |
| September 01, 2020 Filed Sep 3, 2020 21:07 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,202 | $168.26 | $202,248.52 |
DisclosureSEC source: 0001209191-20-049459 · doc4.xml · nonDerivative · entry 5 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,118 F3 · 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 $167.73 to $168.61 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 |
| September 01, 2020 Filed Sep 3, 2020 21:07 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 748 | $167.19 | $125,058.12 |
DisclosureSEC source: 0001209191-20-049459 · doc4.xml · nonDerivative · entry 4 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,320 F3 · 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 $166.63 to $167.55 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 |
| September 01, 2020 Filed Sep 3, 2020 21:07 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 100 | $164.32 | $16,432.00 |
DisclosureSEC source: 0001209191-20-049459 · doc4.xml · nonDerivative · entry 3 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,068 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 21:07 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 100 | $162.89 | $16,289.00 |
DisclosureSEC source: 0001209191-20-049459 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,168 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 21:07 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 3,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049459 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,268 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 December 1, 2020, and each three months thereafter through September 1, 2024. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 100 | $135.94 | $13,594.00 |
DisclosureSEC source: 0001209191-20-045171 · doc4.xml · nonDerivative · entry 5 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,948 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,051 | $134.81 | $276,495.31 |
DisclosureSEC source: 0001209191-20-045171 · doc4.xml · nonDerivative · entry 4 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,048 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 $134.43 to $135.42 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 03, 2020 Filed Aug 5, 2020 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,133 | $133.91 | $151,720.03 |
DisclosureSEC source: 0001209191-20-045171 · doc4.xml · nonDerivative · entry 3 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,099 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 $133.34 to $134.29 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 03, 2020 Filed Aug 5, 2020 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 544 | $132.34 | $71,992.96 |
DisclosureSEC source: 0001209191-20-045171 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,232 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 $131.88 to $132.79 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 03, 2020 Filed Aug 5, 2020 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 200 | $130.54 | $26,108.00 |
DisclosureSEC source: 0001209191-20-045171 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,776 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:40 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,013 | $107.00 | $215,391.00 |
DisclosureSEC source: 0001209191-20-041300 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,976 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:40 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 6,561 | $115.90 | $760,419.90 |
DisclosureSEC source: 0001209191-20-041300 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,989 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, 2020 Filed Jun 3, 2020 22:28 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,006 | $82.85 | $83,347.10 |
DisclosureSEC source: 0001209191-20-034211 · doc4.xml · nonDerivative · entry 3 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,550 F2 · 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 $82.52 to $83.17 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 |
| June 01, 2020 Filed Jun 3, 2020 22:28 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,977 | $81.23 | $241,821.71 |
DisclosureSEC source: 0001209191-20-034211 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,556 F2 · 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 $80.98 to $81.86 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 |
| May 15, 2020 Filed Jun 3, 2020 22:28 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 387 | $55.00 | $21,285.00 |
DisclosureSEC source: 0001209191-20-034211 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,533 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 01, 2020 Filed May 5, 2020 22:00 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 566 | $63.14 | $35,737.24 |
DisclosureSEC source: 0001209191-20-027261 · doc4.xml · nonDerivative · entry 3 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,146 F2 · 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 $63.03 to $63.51 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 |
| May 01, 2020 Filed May 5, 2020 22:00 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,994 | $62.59 | $187,394.46 |
DisclosureSEC source: 0001209191-20-027261 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,712 F2 · 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 $61.91 to $62.85 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 |
| May 01, 2020 Filed May 5, 2020 22:00 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 350 | $63.00 | $22,050.00 |
DisclosureSEC source: 0001209191-20-027261 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,706 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 |
| April 21, 2020 Filed Apr 23, 2020 21:54 UTC | Block, Inc. SQ · Entity 3041 | GrantStock Option (right to buy) · Derivative | 120,715 | $0.00 Strike: $57.40 | $0.00 |
DisclosureSEC source: 0001209191-20-025464 · doc4.xml · derivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,715 Underlying: Class A Common Stock · 120,715 shares Expires 2030-04-20 F3 · derivative.exercise_date: 1/48th of the shares subject to the Option will vest on May 1, 2020 and each month thereafter through April 1, 2024. Read SEC document |
| April 21, 2020 Filed Apr 23, 2020 21:54 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 47,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025464 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,056 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, 2020, and each three months thereafter through April 1, 2024. Read SEC document |
| April 07, 2020 Filed Apr 9, 2020 21:12 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,945 | $54.78 | $106,547.10 |
DisclosureSEC source: 0001209191-20-024067 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,975 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| April 01, 2020 Filed Apr 4, 2020 00:40 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 4,131 | $46.81 | $193,372.11 |
DisclosureSEC source: 0001209191-20-023526 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,920 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 |
| February 28, 2020 Filed Mar 3, 2020 22:32 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,072 | $83.42 | $89,426.24 |
DisclosureSEC source: 0001209191-20-015458 · doc4.xml · nonDerivative · entry 6 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,051 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 $82.94 to $83.65 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 |
| February 28, 2020 Filed Mar 3, 2020 22:32 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,800 | $82.28 | $148,104.00 |
DisclosureSEC source: 0001209191-20-015458 · doc4.xml · nonDerivative · entry 5 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,123 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 $81.82 to $82.61 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 |
| February 28, 2020 Filed Mar 3, 2020 22:32 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 300 | $81.11 | $24,333.00 |
DisclosureSEC source: 0001209191-20-015458 · doc4.xml · nonDerivative · entry 4 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,923 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 $80.68 to $81.39 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 |
| February 28, 2020 Filed Mar 3, 2020 22:32 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 375 | $79.63 | $29,861.25 |
DisclosureSEC source: 0001209191-20-015458 · doc4.xml · nonDerivative · entry 3 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,223 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 $79.22 to $80.06 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 |
| February 28, 2020 Filed Mar 3, 2020 22:32 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 400 | $78.56 | $31,424.00 |
DisclosureSEC source: 0001209191-20-015458 · doc4.xml · nonDerivative · entry 2 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,598 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 $78.14 to $79.03 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 |
| February 28, 2020 Filed Mar 3, 2020 22:32 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 200 | $77.07 | $15,414.00 |
DisclosureSEC source: 0001209191-20-015458 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,998 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 $76.87 to $77.26 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 |
| February 01, 2020 Filed Feb 4, 2020 23:39 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 244 | $74.69 | $18,224.36 |
DisclosureSEC source: 0001209191-20-006623 · doc4.xml · nonDerivative · entry 1 Whiteley Sivan · CIK 0001735067 · Gen. Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,198 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.