Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MediaAlpha, Inc.MAX · Entity 1093 | Director | May 05, 2026 | May 07, 2026 |
| PubMatic, Inc.PUBM · Entity 364 | Director | May 29, 2026 | June 02, 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.
MediaAlpha, Inc.
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 28,000 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 20,750 · Balance 28,000 F1: Consists of restricted stock units granted to the Reporting Person under the Issuer's Omnibus Incentive Plan, in connection with the Reporting Person's service on the Issuer's board of directors. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon vesting. All such restricted stock units will vest on the earlier of the first anniversary of the grant date or the date of the Issuer's 2027 Annual Meeting, subject to the Reporting Person's continued service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units granted to the Reporting Person under the Issuer's Omnibus Incentive Plan, in connection with the Reporting Person's service on the Issuer's board of directors. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon vesting. All such restricted stock units will vest on the earlier of the first anniversary of the grant date or the date of the Issuer's 2027 Annual Meeting, subject to the Reporting Person's continued service through the applicable vesting date.
PubMatic, Inc.
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,839 |
Reported balance
After 2026-05-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 15,839 · Balance 15,839 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2027, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. The Reporting Person has elected to defer settlement of the RSUs until the earliest to occur of (i) the third anniversary of the grant date, (ii) the Reporting Person's death or disability, (iii) a change in control of the Issuer, and (iv) the Reporting Person's separation of service from the Issuer. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person upon settlement of the RSUs. F3: RSUs do not expire; they either vest or are cancelled prior to vesting date. |
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 Class A Common Stock upon settlement.
F2: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2027, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. The Reporting Person has elected to defer settlement of the RSUs until the earliest to occur of (i) the third anniversary of the grant date, (ii) the Reporting Person's death or disability, (iii) a change in control of the Issuer, and (iv) the Reporting Person's separation of service from the Issuer. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person upon settlement of the RSUs.
F3: RSUs do not expire; they either vest or are cancelled prior to vesting date.
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 |
|---|---|---|---|---|---|---|
| May 29, 2026 Filed Jun 2, 2026 21:27 UTC | PubMatic, Inc. PUBM · Entity 364 | GrantRestricted Stock Units · Derivative | 15,839 | $0.00 | $0.00 |
DisclosureSEC source: 0002003643-26-000004 · form4-06022026_090655.xml · derivative · entry 1 Jones Ramon · CIK 0002003643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,839 Underlying: Class A Common Stock · 15,839 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 Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2027, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. The Reporting Person has elected to defer settlement of the RSUs until the earliest to occur of (i) the third anniversary of the grant date, (ii) the Reporting Person's death or disability, (iii) a change in control of the Issuer, and (iv) the Reporting Person's separation of service from the Issuer. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person upon settlement of the RSUs. F3 · derivative.expiration_date: RSUs do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| May 05, 2026 Filed May 7, 2026 20:21 UTC | MediaAlpha, Inc. MAX · Entity 1093 | GrantClass A Common Stock | 20,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-26-000141 · wk-form4_1778185299.xml · nonDerivative · entry 1 Jones Ramon · CIK 0002003643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 F1 · shares: Consists of restricted stock units granted to the Reporting Person under the Issuer's Omnibus Incentive Plan, in connection with the Reporting Person's service on the Issuer's board of directors. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon vesting. All such restricted stock units will vest on the earlier of the first anniversary of the grant date or the date of the Issuer's 2027 Annual Meeting, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| November 11, 2025 Filed Nov 13, 2025 22:19 UTC | MediaAlpha, Inc. MAX · Entity 1093 | GrantClass A Common Stock | 7,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-25-000135 · wk-form4_1763072371.xml · nonDerivative · entry 1 Jones Ramon · CIK 0002003643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,250 F1 · shares: Consists of restricted stock units granted to the Reporting Person under the Issuer's Omnibus Incentive Plan, in connection with the Reporting Person's service on the Issuer's board of directors. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon vesting. All such restricted stock units will vest on the earlier of May 5, 2026 or the date of the Issuer's 2026 Annual Meeting, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| May 30, 2025 Filed Apr 14, 2026 21:43 UTC | PubMatic, Inc. PUBM · Entity 364 | GrantRestricted Stock Units · Derivative | 15,811 | $0.00 | $0.00 |
DisclosureSEC source: 0002003643-26-000002 · form4-04142026_090401.xml · derivative · entry 1 Jones Ramon · CIK 0002003643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,811 Underlying: Class A Common Stock · 15,811 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 Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2026, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. The Reporting Person has elected to defer settlement of the RSUs until the earliest to occur of (i) the third anniversary of the grant date, (ii) the Reporting Person's death or disability, (iii) a change in control of the Issuer, and (iv) the Reporting Person's separation of service from the Issuer. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person upon settlement of the RSUs. F3 · derivative.expiration_date: RSUs do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 22:50 UTC | PubMatic, Inc. PUBM · Entity 364 | GrantRestricted Stock Units · Derivative | 7,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-015479 · form4-06042024_100603.xml · derivative · entry 3 Jones Ramon · CIK 0002003643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,990 Underlying: Class A Common Stock · 7,990 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 Class A Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2025, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. The Reporting Person has elected to defer settlement of the RSUs until the earliest to occur of (i) the third anniversary of the grant date, (ii) the Reporting Person's death or disability, (iii) a change in control of the Issuer, and (iv) the Reporting Person's separation of service from the Issuer. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person upon settlement of the RSUs. F3 · derivative.expiration_date: RSUs do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 22:50 UTC | PubMatic, Inc. PUBM · Entity 364 | Exercise / conversionRestricted Stock Units · Derivative | 4,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-015479 · form4-06042024_100603.xml · derivative · entry 2 Jones Ramon · CIK 0002003643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,266 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2024, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person upon settlement of the RSUs. F3 · derivative.expiration_date: RSUs do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 22:50 UTC | PubMatic, Inc. PUBM · Entity 364 | Exercise / conversionClass A Common Stock | 4,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-015479 · form4-06042024_100603.xml · nonDerivative · entry 1 Jones Ramon · CIK 0002003643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,266 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 31, 2024 Filed Sep 19, 2024 23:58 UTC Amendment | PubMatic, Inc. PUBM · Entity 364 | GrantRestricted Stock Units · Derivative | 8,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023735 · form4a-09192024_110932.xml · derivative · entry 1 Jones Ramon · CIK 0002003643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,447 Underlying: Class A Common Stock · 8,447 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 Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2025, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. The Reporting Person has elected to defer settlement of the RSUs until the earliest to occur of (i) the third anniversary of the grant date, (ii) the Reporting Person's death or disability, (iii) a change in control of the Issuer, and (iv) the Reporting Person's separation of service from the Issuer. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person upon settlement of the RSUs. F3 · derivative.expiration_date: RSUs do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 21:42 UTC | PubMatic, Inc. PUBM · Entity 364 | GrantRestricted Stock Units · Derivative | 4,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058649 · doc4.xml · derivative · entry 1 Jones Ramon · CIK 0002003643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,266 Underlying: Class A Common Stock · 4,266 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 Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's next annual meeting of stockholders, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. F3 · derivative.expiration_date: RSUs do not expire; they either vest are are cancelled prior to vesting date. 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.