Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Olo Inc.OLO · Entity 75411 | COO and Chief Legal Officer | March 06, 2023 | March 08, 2023 |
| Teads Holding Co.TEAD · Entity 7241 | Director | May 13, 2026 | May 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.
Olo Inc.
Report date March 06, 2023 · Filed March 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 52,967 |
Reported balance
After 2023-03-06 transaction · row 1
1 source rowRow 1 · 2023-03-06 · Sale · Disposed 1,533 · Balance 52,967 F1: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units, and does not represent a discretionary trade by the Reporting Person. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $7.705 to $7.925, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the Issuer, any security holder of the Issuer, or the SEC staff upon request. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units, and does not represent a discretionary trade by the Reporting Person.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $7.705 to $7.925, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the Issuer, any security holder of the Issuer, or the SEC staff upon request.
Teads Holding Co.
Report date May 13, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 90,000 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 20,000 · Balance 90,000 F1: Restricted stock units granted pursuant to the Issuer's 2021 Long-Term Incentive Plan which vest in twelve equal increments over a period of three years beginning June 5, 2026, and on each quarterly anniversary thereof. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted pursuant to the Issuer's 2021 Long-Term Incentive Plan which vest in twelve equal increments over a period of three years beginning June 5, 2026, and on each quarterly anniversary thereof.
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 13, 2021 Filed Sep 16, 2021 18:27 UTC | Olo Inc. OLO · Entity 75411 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,900 | $0.00 Strike: $2.74 | $0.00 |
DisclosureSEC source: 0001431695-21-000030 · wf-form4_163183123432959.xml · derivative · entry 7 Das Nithya B. · CIK 0001844954 · Chief Legal Officer and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,503 Underlying: Class B Common Stock · 20,900 shares Expires 2029-11-13 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 · kind: All transactions listed on this Form 4 were made by the Reporting Person pursuant to a trading plan adopted on May 28, 2021 that is intended to comply with the Rule 10b5-1(c) under the Securities Exchange Act of 1934, as amended. F7 · derivative.exercise_date: One-fourth of the shares underlying the option vested and became exercisable on October 1, 2020; the remainder shall vest and become exercisable in 36 equal monthly installments on the 1st day of each calendar month beginning on November 1, 2020, subject to the Reporting Person's continued service with the Issuer through each such vesting date. F1 · derivative.underlying: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock; (2) the death of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the trading day immediately following the seventh anniversary of the IPO, (b) the last trading day of the fiscal quarter immediately following the date upon which the then outstanding shares of Class B common stock first represent less than 10% of the aggregate number of the then outstanding shares of Class A common stock and Class B common stock, or (c) the date specified by a vote of the holders of a majority of the outstanding shares of Class B common stock, voting as a single class. Read SEC document |
| September 13, 2021 Filed Sep 16, 2021 18:27 UTC | Olo Inc. OLO · Entity 75411 | SaleClass A Common Stock | 301 | $34.33 | $10,333.33 |
DisclosureSEC source: 0001431695-21-000030 · wf-form4_163183123432959.xml · nonDerivative · entry 3 Das Nithya B. · CIK 0001844954 · Chief Legal Officer and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: All transactions listed on this Form 4 were made by the Reporting Person pursuant to a trading plan adopted on May 28, 2021 that is intended to comply with the Rule 10b5-1(c) under the Securities Exchange Act of 1934, as amended. F4 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $33.92 to $34.34, inclusive. Read SEC document |
| September 13, 2021 Filed Sep 16, 2021 18:27 UTC | Olo Inc. OLO · Entity 75411 | SaleClass A Common Stock | 20,599 | $33.44 | $688,830.56 |
DisclosureSEC source: 0001431695-21-000030 · wf-form4_163183123432959.xml · nonDerivative · entry 2 Das Nithya B. · CIK 0001844954 · Chief Legal Officer and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301 F2 · kind: All transactions listed on this Form 4 were made by the Reporting Person pursuant to a trading plan adopted on May 28, 2021 that is intended to comply with the Rule 10b5-1(c) under the Securities Exchange Act of 1934, as amended. F3 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $32.90 to $33.89, inclusive. The reporting person undertakes to provide to Olo Inc., any security holder of Olo Inc, 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 ranges set forth in footnotes (3), (4), (5) and (6) to this Form 4. Read SEC document |
| September 13, 2021 Filed Sep 16, 2021 18:27 UTC | Olo Inc. OLO · Entity 75411 | ConversionClass A Common Stock | 20,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001431695-21-000030 · wf-form4_163183123432959.xml · nonDerivative · entry 1 Das Nithya B. · CIK 0001844954 · Chief Legal Officer and Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,900 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: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock; (2) the death of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the trading day immediately following the seventh anniversary of the IPO, (b) the last trading day of the fiscal quarter immediately following the date upon which the then outstanding shares of Class B common stock first represent less than 10% of the aggregate number of the then outstanding shares of Class A common stock and Class B common stock, or (c) the date specified by a vote of the holders of a majority of the outstanding shares of Class B common stock, voting as a single class. 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.