Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Merlin, Inc.MRLN · Entity 6007 | Director · Chief Executive Officer | September 16, 2026 | September 18, 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.
Merlin, Inc.
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 15,420,961 |
Reported balance
After 2026-09-16 transaction · row 1
1 source rowRow 1 · 2026-09-16 · Tax withholding · Disposed 1,468 · Balance 15,420,961 F1: Represents shares of common stock withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units on September 16, 2026. The price reported reflects the closing price of the Issuer's common stock on the vesting date, used solely to determine the number of shares withheld. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units on September 16, 2026. The price reported reflects the closing price of the Issuer's common stock on the vesting date, used solely to determine the number of shares withheld.
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 16, 2026 Filed Sep 18, 2026 20:31 UTC | Merlin, Inc. MRLN · Entity 6007 | Tax withholdingCommon stock | 1,468 | $2.21 | $3,244.28 |
DisclosureSEC source: 0001628280-26-062743 · wk-form4_1789763475.xml · nonDerivative · entry 1 George Matthew Spencer · CIK 0002117604 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,420,961 F1 · price: Represents shares of common stock withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units on September 16, 2026. The price reported reflects the closing price of the Issuer's common stock on the vesting date, used solely to determine the number of shares withheld. Read SEC document |
| May 20, 2026 Filed May 22, 2026 11:26 UTC | Merlin, Inc. MRLN · Entity 6007 | GrantCommon stock | 531,807 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-037524 · wk-form4_1779449163.xml · nonDerivative · entry 1 George Matthew Spencer · CIK 0002117604 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,422,429 F1 · price: Represents an award of (i) 451,807 restricted stock units (RSUs), which vest in three equal annual installments beginning on March 16, 2027, (ii) 20,000 RSUs, which vest in four equal installments every six months beginning on September 16, 2026, and (iii) 60,000 RSUs, which vest in full on March 16, 2027. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs do not expire. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 21:06 UTC | Merlin, Inc. MRLN · Entity 6007 | GrantStock Option · Derivative | 1,512,485 | Not disclosed Strike: $8.48 | Not disclosed |
DisclosureSEC source: 0001213900-26-030909 · ownership.xml · derivative · entry 2 George Matthew Spencer · CIK 0002117604 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,512,485 Underlying: Common Stock · 1,512,485 shares Expires 2036-02-03 F1 · kind: Represents securities received as part of the Issuer's business combination, in connection with the Business Combination Agreement, dated as of August 13, 2025, by and among the Issuer (formerly known as Inflection Point Acquisition Corp. IV), IPDX Merger Sub, Inc., a direct wholly owned subsidiary of the Issuer, and Merlin Labs, Inc. ("Legacy Merlin"), pursuant to which the common stock of Legacy Merlin automatically converted into newly issued shares of Common Stock. In addition, each Legacy Merlin stock option was automatically converted into the right to receive stock options of the Issuer with the same terms and conditions. F1 · price: Represents securities received as part of the Issuer's business combination, in connection with the Business Combination Agreement, dated as of August 13, 2025, by and among the Issuer (formerly known as Inflection Point Acquisition Corp. IV), IPDX Merger Sub, Inc., a direct wholly owned subsidiary of the Issuer, and Merlin Labs, Inc. ("Legacy Merlin"), pursuant to which the common stock of Legacy Merlin automatically converted into newly issued shares of Common Stock. In addition, each Legacy Merlin stock option was automatically converted into the right to receive stock options of the Issuer with the same terms and conditions. F2 · derivative.exercise_date: The stock option will vest in full on February 4, 2027. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 21:06 UTC | Merlin, Inc. MRLN · Entity 6007 | GrantCommon Stock | 14,890,622 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-26-030909 · ownership.xml · nonDerivative · entry 1 George Matthew Spencer · CIK 0002117604 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,890,622 F1 · kind: Represents securities received as part of the Issuer's business combination, in connection with the Business Combination Agreement, dated as of August 13, 2025, by and among the Issuer (formerly known as Inflection Point Acquisition Corp. IV), IPDX Merger Sub, Inc., a direct wholly owned subsidiary of the Issuer, and Merlin Labs, Inc. ("Legacy Merlin"), pursuant to which the common stock of Legacy Merlin automatically converted into newly issued shares of Common Stock. In addition, each Legacy Merlin stock option was automatically converted into the right to receive stock options of the Issuer with the same terms and conditions. F1 · price: Represents securities received as part of the Issuer's business combination, in connection with the Business Combination Agreement, dated as of August 13, 2025, by and among the Issuer (formerly known as Inflection Point Acquisition Corp. IV), IPDX Merger Sub, Inc., a direct wholly owned subsidiary of the Issuer, and Merlin Labs, Inc. ("Legacy Merlin"), pursuant to which the common stock of Legacy Merlin automatically converted into newly issued shares of Common Stock. In addition, each Legacy Merlin stock option was automatically converted into the right to receive stock options of the Issuer with the same terms and conditions. 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.