Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Builders FirstSource, Inc.BLDR · Entity 3725 | Director | September 10, 2026 | September 14, 2026 |
| DoorDash, Inc.DASH · Entity 1541 | Director | June 22, 2021 | June 24, 2021 |
| SoFi Technologies, Inc.SOFI · Entity 3232 | EVP & Group Business Leader | March 24, 2022 | March 26, 2022 |
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.
Builders FirstSource, Inc.
Report date September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 6,870 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Grant · Acquired 489 · Balance 6,870 F1: Reflects acquisition of shares in lieu of cash compensation for services as a director under the Corporation's 2026 Incentive Plan pursuant to the Corporation's Amended and Restated Director Compensation Policy. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects acquisition of shares in lieu of cash compensation for services as a director under the Corporation's 2026 Incentive Plan pursuant to the Corporation's Amended and Restated Director Compensation Policy.
DoorDash, Inc.
Report date June 22, 2021 · Filed June 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,408 |
Reported balance
After 2021-06-22 transaction · row 1
1 source rowRow 1 · 2021-06-22 · Grant · Acquired 1,869 · Balance 11,408 F1: Each share is represented by a restricted stock unit ("RSU"). The RSUs will vest on the earlier of (i) the one year anniversary of the grant date, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, in each case subject to the Reporting Person continuing to be a service provider through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a restricted stock unit ("RSU"). The RSUs will vest on the earlier of (i) the one year anniversary of the grant date, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, in each case subject to the Reporting Person continuing to be a service provider through the applicable vesting date.
SoFi Technologies, Inc.
Report date March 24, 2022 · Filed March 26, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,281,773 |
Reported balance
After 2022-03-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-24 · Grant · Disposed 152,440 · Balance 1,281,773 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest as to 19,055 RSUs per quarter, starting with the quarterly vesting date in March 2023, in equal quarterly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with each installment representing 1/8th of the total number of RSUs originally granted pursuant to this award. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration.
F2: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest as to 19,055 RSUs per quarter, starting with the quarterly vesting date in March 2023, in equal quarterly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with each installment representing 1/8th of the total number of RSUs originally granted pursuant to this award.
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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 14, 2026 20:05 UTC | Builders FirstSource, Inc. BLDR · Entity 3725 | GrantCommon Stock, par value $0.01 per share | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-390548 · ownership.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,870 F1 · kind: Reflects acquisition of shares in lieu of cash compensation for services as a director under the Corporation's 2026 Incentive Plan pursuant to the Corporation's Amended and Restated Director Compensation Policy. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:05 UTC | Builders FirstSource, Inc. BLDR · Entity 3725 | GrantCommon Stock, par value $0.01 per share | 426 | $76.26 | $32,486.76 |
DisclosureSEC source: 0001193125-26-253458 · ownership.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,381 F1 · kind: Reflects acquisition of shares in lieu of cash compensation for services as a director under the Corporation's 2026 Incentive Plan pursuant to the Corporation's Amended and Restated Director Compensation Policy. Read SEC document |
| May 14, 2026 Filed May 18, 2026 20:30 UTC | Builders FirstSource, Inc. BLDR · Entity 3725 | GrantCommon Stock, par value $0.01 per share | 2,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-228993 · ownership.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,955 F1 · shares: Reflects the acquisition of restricted stock units pursuant to the Corporation's 2014 Incentive Plan. The restricted stock units vest on May 14, 2027 and entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:05 UTC | Builders FirstSource, Inc. BLDR · Entity 3725 | GrantCommon Stock, par value $0.01 per share | 311 | $104.29 | $32,434.19 |
DisclosureSEC source: 0001193125-26-088135 · ownership.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,397 F1 · kind: Reflects acquisition of shares in lieu of cash compensation for services as a director under the Corporation's 2014 Incentive Plan pursuant to the Corporation's Amended and Restated Director Compensation Policy. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 22:00 UTC | Builders FirstSource, Inc. BLDR · Entity 3725 | GrantCommon Stock, par value $0.01 per share | 278 | $112.23 | $31,199.94 |
DisclosureSEC source: 0001193125-25-306900 · ownership.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,086 F1 · kind: Reflects acquisition of shares in lieu of cash compensation for services as a director under the Corporation's 2014 Incentive Plan pursuant to the Corporation's Amended and Restated Director Compensation Policy. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 20:05 UTC | Builders FirstSource, Inc. BLDR · Entity 3725 | GrantCommon Stock, par value $0.01 per share | 225 | $138.68 | $31,203.00 |
DisclosureSEC source: 0001832610-25-000004 · ownership.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,808 F1 · kind: Reflects acquisition of shares in lieu of cash compensation for services as a director under the Corporation's 2014 Incentive Plan pursuant to the Corporation's Amended and Restated Director Compensation Policy. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:05 UTC | Builders FirstSource, Inc. BLDR · Entity 3725 | GrantCommon Stock, par value $0.01 per share | 297 | $107.68 | $31,980.96 |
DisclosureSEC source: 0000950170-25-080912 · ownership.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,583 F1 · kind: Reflects acquisition of shares in lieu of cash compensation for services as a director under the Corporation's 2014 Incentive Plan pursuant to the Corporation's Amended and Restated Director Compensation Policy. Read SEC document |
| May 27, 2025 Filed May 29, 2025 20:05 UTC | Builders FirstSource, Inc. BLDR · Entity 3725 | GrantCommon Stock, par value $0.01 per share | 1,707 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-078922 · ownership.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,286 F1 · shares: Reflects the acquisition of restricted stock units pursuant to the Corporation's 2014 Incentive Plan. The restricted stock units vest on May 27, 2026 and entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 20:05 UTC | Builders FirstSource, Inc. BLDR · Entity 3725 | GrantCommon Stock, par value $0.01 per share | 364 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-041171 · ownership.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 579 F1 · shares: Reflects the acquisition of restricted stock units pursuant to the Corporation's 2014 Incentive Plan. The restricted stock units vest on March 15, 2026 and entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| March 01, 2025 Filed Mar 18, 2025 20:04 UTC Amendment | Builders FirstSource, Inc. BLDR · Entity 3725 | GrantCommon Stock, par value $0.01 per share | 215 | $138.99 | $29,882.85 |
DisclosureSEC source: 0000950170-25-041136 · ownership.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215 F1 · date: This amendment reflects the correct transaction date. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:05 UTC | Builders FirstSource, Inc. BLDR · Entity 3725 | GrantCommon Stock, par value $0.01 per share | 215 | $138.99 | $29,882.85 |
DisclosureSEC source: 0000950170-25-031956 · ownership.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215 F1 · kind: Reflects acquisition of shares in lieu of cash compensation for services as a director under the Corporation's 2014 Incentive Plan pursuant to the Corporation's Amended and Restated Director Compensation Policy. Read SEC document |
| March 24, 2022 Filed Mar 26, 2022 00:10 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 152,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-038267 · tm2210472-6_4.xml · derivative · entry 1 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,281,773 Underlying: Common Stock · 152,440 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.exercise_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest as to 19,055 RSUs per quarter, starting with the quarterly vesting date in March 2023, in equal quarterly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with each installment representing 1/8th of the total number of RSUs originally granted pursuant to this award. F2 · derivative.expiration_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest as to 19,055 RSUs per quarter, starting with the quarterly vesting date in March 2023, in equal quarterly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with each installment representing 1/8th of the total number of RSUs originally granted pursuant to this award. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 21:36 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 141,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-035703 · tm229732-5_4seq1.xml · derivative · entry 3 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,129,333 Underlying: Common Stock · 141,167 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. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 21:36 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 60,970 | $8.59 | $523,732.30 |
DisclosureSEC source: 0001104659-22-035703 · tm229732-5_4seq1.xml · nonDerivative · entry 2 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 672,228 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 21:36 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 141,167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-035703 · tm229732-5_4seq1.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 733,198 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 23:52 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 141,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-150662 · tm2135685-10_4seq1.xml · derivative · entry 3 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,270,500 Underlying: Common Stock · 141,167 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. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 23:52 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 59,370 | $14.48 | $859,677.60 |
DisclosureSEC source: 0001104659-21-150662 · tm2135685-10_4seq1.xml · nonDerivative · entry 2 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592,031 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 23:52 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 141,167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-150662 · tm2135685-10_4seq1.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 651,401 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| September 14, 2021 Filed Sep 17, 2021 00:03 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 141,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-116539 · tm2127834-7_4seq1.xml · derivative · entry 3 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,411,667 Underlying: Common Stock · 141,167 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. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. Read SEC document |
| September 14, 2021 Filed Sep 17, 2021 00:03 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 58,475 | $14.57 | $851,980.75 |
DisclosureSEC source: 0001104659-21-116539 · tm2127834-7_4seq1.xml · nonDerivative · entry 2 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,234 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| September 14, 2021 Filed Sep 17, 2021 00:03 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 141,167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-116539 · tm2127834-7_4seq1.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568,709 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| September 01, 2021 Filed Sep 4, 2021 00:34 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantPerformance Stock Unit · Derivative | 488,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-113089 · tm2126991-10_4seq1.xml · derivative · entry 1 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,759 Underlying: Common Stock · 488,759 shares Expires not disclosed F1 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.exercise_date: Represents shares issuable on settlement of PSUs granted to the Reporting Person. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. F2 · derivative.expiration_date: Represents shares issuable on settlement of PSUs granted to the Reporting Person. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 01:44 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 141,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-100315 · tm2124205d8_4seq1.xml · derivative · entry 3 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,552,834 Underlying: Common Stock · 141,167 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. F2 · derivative.exercise_price: Represents the settlement of a portion of the restricted stock units granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. F2 · derivative.exercise_date: Represents the settlement of a portion of the restricted stock units granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. F2 · derivative.expiration_date: Represents the settlement of a portion of the restricted stock units granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 01:44 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 56,095 | $15.47 | $867,789.65 |
DisclosureSEC source: 0001104659-21-100315 · tm2124205d8_4seq1.xml · nonDerivative · entry 2 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427,542 Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 01:44 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 141,167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-100315 · tm2124205d8_4seq1.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 483,637 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 21:14 UTC | DoorDash, Inc. DASH · Entity 1541 | GrantClass A Common Stock | 1,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043085 · doc4.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,408 F1 · shares: Each share is represented by a restricted stock unit ("RSU"). The RSUs will vest on the earlier of (i) the one year anniversary of the grant date, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, in each case subject to the Reporting Person continuing to be a service provider through the applicable vesting date. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:23 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 1,694,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-076001 · tm2118244-21_4seq1.xml · derivative · entry 2 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,694,001 Underlying: Common Stock · 1,694,001 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F3 · derivative.exercise_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will continue to vest as to 141,166 RSUs per quarter in equal quarterly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with each installment representing 1/16th of the total number of RSUs originally granted pursuant to this award, as such total number was converted in the Business Combination. F3 · derivative.expiration_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will continue to vest as to 141,166 RSUs per quarter in equal quarterly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with each installment representing 1/16th of the total number of RSUs originally granted pursuant to this award, as such total number was converted in the Business Combination. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:23 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantCommon Stock | 342,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-076001 · tm2118244-21_4seq1.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,470 F1 · price: Received in connection with the Issuer's business combination (the "Business Combination") with Social Finance, Inc. ("Legacy SoFi") in accordance with the terms of the Agreement and Plan of Merger, dated as of January 7, 2021, as amended on March 16, 2021, by and among the Issuer (f/k/a Social Capital Hedosophia Holdings Corp. V), Plutus Merger Sub Inc. ("Merger Sub") and Legacy SoFi (the "Merger Agreement"), pursuant to which Merger Sub merged with and into Legacy SoFi, with Legacy SoFi surviving the merger as a wholly-owned subsidiary of the Issuer. Read SEC document |
| December 20, 2020 Filed Dec 22, 2020 22:45 UTC | DoorDash, Inc. DASH · Entity 1541 | GrantClass A Common Stock | 9,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-034856 · doc4.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,539 F1 · kind: RSUs granted to the reporting person pursuant to that certain offer letter (the "Offer Letter"), dated as of September 11, 2020, between the Issuer and the reporting person, which was filed as Exhibit 10.13 to the Issuer's Registration Statement on Form S-1, which was declared effective on December 8, 2020 (the "Registration Statement"). The RSUs were approved by the Board of Directors and were granted pursuant to a one-time waiver and amendment of the Company's 2020 Equity Incentive Plan and Outside Director Compensation and Equity Ownership Policy to permit the Issuer to satisfy its obligations under the Offer Letter. F2 · shares: Of the reported RSUs, 340 have vested and the remaining shares vest as follows: (i) 5,105 vest in 45 equal monthly installments beginning on January 1, 2021 and (ii) 3,860 vest in full on the earlier of the day prior to the date of the Issuer's next annual meeting of stockholders or December 20, 2021. Read SEC document |
| December 11, 2020 Filed Dec 16, 2020 02:05 UTC | DoorDash, Inc. DASH · Entity 1541 | OtherClass A Common Stock | 234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-033994 · doc4.xml · nonDerivative · entry 2 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Read SEC document |
| December 11, 2020 Filed Dec 16, 2020 02:05 UTC | DoorDash, Inc. DASH · Entity 1541 | OtherCommon Stock | 234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-033994 · doc4.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 02:36 UTC | DoorDash, Inc. DASH · Entity 1541 | PurchaseCommon Stock | 234 | $175.10 | $40,973.40 |
DisclosureSEC source: 0000899243-20-033425 · doc4.xml · nonDerivative · entry 1 Renz Maria · CIK 0001832610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234 F1 · security: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock, each share of Common Stock shall be reclassified into one share of Class A Common Stock. 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.