Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alight, Inc. / DelawareALIT · Entity 5436 | See Remarks | March 10, 2022 | March 17, 2022 |
| Bark, Inc.BARK · Entity 6772 | Director | August 20, 2025 | September 11, 2025 |
| Portillo's Inc.PTLO · Entity 5886 | Director | January 02, 2026 | January 05, 2026 |
| TRUPANION, INC.TRUP · Entity 4822 | Director | May 11, 2026 | May 14, 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.
Alight, Inc. / Delaware
Report date March 10, 2022 · Filed March 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 496,825 |
Reported balance
After 2022-03-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-10 · Grant · Acquired 54,885 · Balance 496,825 F1: Represents restricted stock units scheduled to vest in three equal installments on March 10, 2023, March 10, 2024 and March 10, 2025. F2: Includes shares of Class A common stock that are subject to certain transfer, voting, vesting and other restrictions applicable to "Restricted Stock," as set forth in the issuer's 2021 Omnibus Incentive Plan. |
| Class V Common StockSEC Table I · non-derivative | IndirectBy Tempo Management, LLC | 31,589 |
Reported balance
Holding disclosure · report date 2022-03-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 31,589 F3: Shares of Class V common stock do not represent economic interests in the issuer. Except as provided in the issuer's certificate of incorporation or as required by applicable law, holders of Class V common stock will be entitled to one vote per share on all matters to be voted on by the issuer's stockholders generally. Upon exchange of Class A Units of Alight Holding Company, LLC ("Alight Holdings") that are held by the reporting persons, an equal number of shares of the issuer's Class V common stock will be cancelled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units scheduled to vest in three equal installments on March 10, 2023, March 10, 2024 and March 10, 2025.
F2: Includes shares of Class A common stock that are subject to certain transfer, voting, vesting and other restrictions applicable to "Restricted Stock," as set forth in the issuer's 2021 Omnibus Incentive Plan.
F3: Shares of Class V common stock do not represent economic interests in the issuer. Except as provided in the issuer's certificate of incorporation or as required by applicable law, holders of Class V common stock will be entitled to one vote per share on all matters to be voted on by the issuer's stockholders generally. Upon exchange of Class A Units of Alight Holding Company, LLC ("Alight Holdings") that are held by the reporting persons, an equal number of shares of the issuer's Class V common stock will be cancelled for no consideration.
Bark, Inc.
Report date August 20, 2025 · Filed September 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 559,691 |
Reported balance
After 2025-08-20 transaction · row 1
1 source rowRow 1 · 2025-08-20 · Grant · Acquired 185,139 · Balance 559,691 F1: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall vest 100% on the first year anniversary of the date of grant, or, at the Reporting Person's sole discretion, such later date on which the Reporting Person ceases to serve as a director of Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall vest 100% on the first year anniversary of the date of grant, or, at the Reporting Person's sole discretion, such later date on which the Reporting Person ceases to serve as a director of Issuer.
Portillo's Inc.
Report date January 02, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 62,806 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 26,143 · Balance 62,806 F1: Represents restricted stock units ("RSUs") granted on January 2, 2026, which will vest in full on December 31, 2026, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Upon vesting of the RSUs, the settlement has been deferred by the Reporting Person, pursuant to the Reporting Person's election made on December 23, 2025 and maintained by the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted on January 2, 2026, which will vest in full on December 31, 2026, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Upon vesting of the RSUs, the settlement has been deferred by the Reporting Person, pursuant to the Reporting Person's election made on December 23, 2025 and maintained by the Issuer.
TRUPANION, INC.
Report date May 11, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 4,031 |
Reported balance
After 2026-05-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 4,031 · Balance 4,031 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On May 11, 2026 the reporting person was granted 4,031 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of August 22, 2026, November 22, 2026, February 22, 2027, and May 22, 2027, subject to continued service through each vest date. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation from service, or immediately upon a change of control. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: On May 11, 2026 the reporting person was granted 4,031 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of August 22, 2026, November 22, 2026, February 22, 2027, and May 22, 2027, subject to continued service through each vest date. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation from service, or immediately upon a change of control.
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 11, 2026 Filed May 14, 2026 01:02 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantRestricted Stock Unit (RSU) · Derivative | 4,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-26-000109 · wk-form4_1778720521.xml · derivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,031 Underlying: Common Stock · 4,031 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On May 11, 2026 the reporting person was granted 4,031 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of August 22, 2026, November 22, 2026, February 22, 2027, and May 22, 2027, subject to continued service through each vest date. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation from service, or immediately upon a change of control. F2 · derivative.expiration_date: On May 11, 2026 the reporting person was granted 4,031 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of August 22, 2026, November 22, 2026, February 22, 2027, and May 22, 2027, subject to continued service through each vest date. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation from service, or immediately upon a change of control. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 21:38 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 26,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001517319-26-000001 · wk-form4_1767649121.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,806 F1 · shares: Represents restricted stock units ("RSUs") granted on January 2, 2026, which will vest in full on December 31, 2026, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Upon vesting of the RSUs, the settlement has been deferred by the Reporting Person, pursuant to the Reporting Person's election made on December 23, 2025 and maintained by the Issuer. Read SEC document |
| August 20, 2025 Filed Sep 11, 2025 00:12 UTC | Bark, Inc. BARK · Entity 6772 | GrantCommon Stock | 185,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001517319-25-000006 · wk-form4_1757549531.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 559,691 F1 · shares: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall vest 100% on the first year anniversary of the date of grant, or, at the Reporting Person's sole discretion, such later date on which the Reporting Person ceases to serve as a director of Issuer. Read SEC document |
| May 09, 2025 Filed May 13, 2025 20:46 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantRestricted Stock Unit (RSU) · Derivative | 706 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-25-000125 · wk-form4_1747169189.xml · derivative · entry 2 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 706 Underlying: Common Stock · 706 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On May 9, 2025 the reporting person was granted 706 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of August 22, 2025, November 22, 2025, February 22, 2026, and May 22, 2026, subject to continued service through each vest date. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation from service, or immediately upon a change of control. F3 · derivative.expiration_date: On May 9, 2025 the reporting person was granted 706 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of August 22, 2025, November 22, 2025, February 22, 2026, and May 22, 2026, subject to continued service through each vest date. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation from service, or immediately upon a change of control. Read SEC document |
| May 09, 2025 Filed May 13, 2025 20:46 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantRestricted Stock Unit (RSU) · Derivative | 2,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-25-000125 · wk-form4_1747169189.xml · derivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,119 Underlying: Common Stock · 2,119 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On May 9, 2025 the reporting person was granted 2,119 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of August 22, 2025, November 22, 2025, February 22, 2026, and May 22, 2026, subject to continued service through each vest date. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation of service, or immediately upon a change of control. F2 · derivative.expiration_date: On May 9, 2025 the reporting person was granted 2,119 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of August 22, 2025, November 22, 2025, February 22, 2026, and May 22, 2026, subject to continued service through each vest date. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation of service, or immediately upon a change of control. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 20:31 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 9,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001871509-25-000054 · wk-form4_1744921894.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,663 F1 · shares: Represents restricted stock units granted on April 15, 2025, which will vest in full on December 31, 2025, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 23:59 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantRestricted Stock Unit (RSU) · Derivative | 815 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-25-000095 · wk-form4_1741046392.xml · derivative · entry 2 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 815 Underlying: Common Stock · 815 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On February 27, 2025, the reporting person was granted 815 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 50% of the total shares on each of February 27, 2025 and May 22, 2025, subject to continued service through such vest date. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation from service, or immediately upon a change of control. F3 · derivative.expiration_date: On February 27, 2025, the reporting person was granted 815 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 50% of the total shares on each of February 27, 2025 and May 22, 2025, subject to continued service through such vest date. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation from service, or immediately upon a change of control. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 23:59 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantRestricted Stock Unit (RSU) · Derivative | 271 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-25-000095 · wk-form4_1741046392.xml · derivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271 Underlying: Common Stock · 271 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 27, 2025, the reporting person was granted 271 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 50% of the total shares on each of February 27, 2025 and May 22, 2025, subject to continued service through such vest date. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation from service, or immediately upon a change of control. F2 · derivative.expiration_date: On February 27, 2025, the reporting person was granted 271 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 50% of the total shares on each of February 27, 2025 and May 22, 2025, subject to continued service through such vest date. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation from service, or immediately upon a change of control. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:31 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-25-000010 · wk-form4_1735939881.xml · derivative · entry 4 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,054 shares Expires 2024-12-31 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 27, 2024, the reporting person was granted 4,217 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024, subject to continued service through each vest date. F2 · derivative.expiration_date: On February 27, 2024, the reporting person was granted 4,217 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024, subject to continued service through each vest date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:31 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-25-000010 · wk-form4_1735939881.xml · nonDerivative · entry 2 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,526 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 |
| October 21, 2024 Filed Oct 22, 2024 23:20 UTC | Bark, Inc. BARK · Entity 6772 | GrantCommon Stock | 96,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001819574-24-000042 · primary_doc.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 374,552 F1 · shares: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall vest 100% on the first year anniversary of the date of grant, or, at the Reporting Person's sole discretion, such later date on which the Reporting Person ceases to serve as a director of Issuer. Read SEC document |
| September 30, 2024 Filed Jan 3, 2025 21:31 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-25-000010 · wk-form4_1735939881.xml · derivative · entry 3 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,054 Underlying: Common Stock · 1,054 shares Expires 2024-12-31 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 27, 2024, the reporting person was granted 4,217 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024, subject to continued service through each vest date. F2 · derivative.expiration_date: On February 27, 2024, the reporting person was granted 4,217 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024, subject to continued service through each vest date. Read SEC document |
| September 30, 2024 Filed Jan 3, 2025 21:31 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-25-000010 · wk-form4_1735939881.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,472 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 |
| June 30, 2024 Filed Jul 1, 2024 18:11 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-24-000200 · wk-form4_1719857502.xml · derivative · entry 2 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,108 Underlying: Common Stock · 1,054 shares Expires 2024-12-31 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 27, 2024, the reporting person was granted 4,217 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024, subject to continued service through each vest date. F2 · derivative.expiration_date: On February 27, 2024, the reporting person was granted 4,217 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024, subject to continued service through each vest date. Read SEC document |
| June 30, 2024 Filed Jul 1, 2024 18:11 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-24-000200 · wk-form4_1719857502.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,418 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 02, 2024 Filed May 6, 2024 20:50 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 10,050 | $11.94 | $119,997.00 |
DisclosureSEC source: 0001871509-24-000060 · wk-form4_1715028631.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,730 F1 · shares: Represents restricted stock units granted on May 2, 2024, which will vest in full on December 31, 2024, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 23:20 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-24-000100 · wk-form4_1712186450.xml · derivative · entry 2 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,162 Underlying: Common Stock · 1,055 shares Expires 2024-12-31 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 27, 2024, the reporting person was granted 4,217 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024, subject to continued service through each vest date. F2 · derivative.expiration_date: On February 27, 2024, the reporting person was granted 4,217 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024, subject to continued service through each vest date. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 23:20 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-24-000100 · wk-form4_1712186450.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,364 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 |
| February 27, 2024 Filed Feb 29, 2024 23:30 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantRestricted Stock Unit (RSU) · Derivative | 4,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-24-000070 · wk-form4_1709249412.xml · derivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,217 Underlying: Common Stock · 4,217 shares Expires 2024-12-31 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 27, 2024, the reporting person was granted 4,217 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024, subject to continued service through each vest date. F2 · derivative.expiration_date: On February 27, 2024, the reporting person was granted 4,217 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024, subject to continued service through each vest date. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 23:25 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-24-000011 · wk-form4_1704324321.xml · derivative · entry 2 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,560 shares Expires 2023-12-31 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On May 18, 2023, the Reporting Person was granted 4,309 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 27.56% of the total shares on June 30, 2023, and as to 36.22% of the total shares on each of September 30, 2023, and December 31, 2023, subject to continued service through each vest date. F2 · derivative.expiration_date: On May 18, 2023, the Reporting Person was granted 4,309 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 27.56% of the total shares on June 30, 2023, and as to 36.22% of the total shares on each of September 30, 2023, and December 31, 2023, subject to continued service through each vest date. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 23:25 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 1,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-24-000011 · wk-form4_1704324321.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,309 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 |
| September 30, 2023 Filed Oct 3, 2023 22:56 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000289 · wk-form4_1696373763.xml · derivative · entry 2 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,560 Underlying: Common Stock · 1,561 shares Expires 2023-12-31 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On May 18, 2023, the Reporting Person was granted 4,309 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 27.56% of the total shares on June 30, 2023, and as to 36.22% of the total shares on each of September 30, 2023, and December 31, 2023, subject to continued service through each vest date. F2 · derivative.expiration_date: On May 18, 2023, the Reporting Person was granted 4,309 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 27.56% of the total shares on June 30, 2023, and as to 36.22% of the total shares on each of September 30, 2023, and December 31, 2023, subject to continued service through each vest date. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 22:56 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 1,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000289 · wk-form4_1696373763.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,749 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 |
| June 30, 2023 Filed Jul 5, 2023 22:00 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000194 · wk-form4_1688594441.xml · derivative · entry 2 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,121 Underlying: Common Stock · 1,188 shares Expires 2023-12-31 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On May 18, 2023, the Reporting Person was granted 4,309 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 27.56% of the total shares on June 30, 2023, and as to 36.22% of the total shares on each of September 30, 2023, and December 31, 2023, subject to continued service through each vest date. F2 · derivative.expiration_date: On May 18, 2023, the Reporting Person was granted 4,309 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 27.56% of the total shares on June 30, 2023, and as to 36.22% of the total shares on each of September 30, 2023, and December 31, 2023, subject to continued service through each vest date. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 22:00 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 1,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000194 · wk-form4_1688594441.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,188 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 18, 2023 Filed May 22, 2023 22:12 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantRestricted Stock Unit (RSU) · Derivative | 4,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000163 · wk-form4_1684793531.xml · derivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,309 Underlying: Common Stock · 4,309 shares Expires 2023-12-31 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On May 18, 2023, the Reporting Person was granted 4,309 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 27.56% of the total shares on June 30, 2023, and as to 36.22% of the total shares on each of September 30, 2023, and December 31, 2023, subject to continued service through each vest date. F2 · derivative.expiration_date: On May 18, 2023, the Reporting Person was granted 4,309 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 27.56% of the total shares on June 30, 2023, and as to 36.22% of the total shares on each of September 30, 2023, and December 31, 2023, subject to continued service through each vest date. Read SEC document |
| May 11, 2023 Filed May 16, 2023 01:08 UTC | Bark, Inc. BARK · Entity 6772 | GrantCommon Stock | 277,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-024870 · form4.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,778 F1 · kind: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall vest 100% on the first year anniversary of the date of grant, or, at the Reporting Person's sole discretion, such later date on which the Reporting Person ceases to serve as a director of the Issuer. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 20:33 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 9,615 | $20.80 | $199,992.00 |
DisclosureSEC source: 0001871509-23-000040 · wf-form4_168081319716430.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,680 F1 · shares: Represents restricted stock units granted on April 4, 2023, which will vest in full on December 31, 2023, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Read SEC document |
| March 10, 2022 Filed Mar 17, 2022 01:36 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 54,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-019374 · doc4.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,825 F1 · shares: Represents restricted stock units scheduled to vest in three equal installments on March 10, 2023, March 10, 2024 and March 10, 2025. F2 · balance_after: Includes shares of Class A common stock that are subject to certain transfer, voting, vesting and other restrictions applicable to "Restricted Stock," as set forth in the issuer's 2021 Omnibus Incentive Plan. Read SEC document |
| January 18, 2022 Filed Jan 21, 2022 01:22 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 7,065 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002745 · doc4.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,065 F1 · shares: Represents restricted stock units granted on January 18, 2022, 6,000 of which will vest in equal installments on each of October 21, 2022, October 21, 2023 and October 21, 2024 and 1,065 of which will vest in full on December 31, 2022, in each case, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:51 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | Tax withholdingClass A Common Stock | 29,903 | $10.81 | $323,251.43 |
DisclosureSEC source: 0001209191-22-000912 · doc4.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,940 F1 · shares: Represents the number of shares withheld to cover tax liability incurred upon the vesting of previously reported Restricted Stock Units. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person. F2 · balance_after: Includes shares of Class A common stock that are subject to certain transfer, voting, vesting and other restrictions applicable to "Restricted Stock," as set forth in the issuer's 2021 Omnibus Incentive Plan. Read SEC document |
| September 10, 2021 Filed Sep 14, 2021 20:07 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 202,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-055879 · doc4.xml · nonDerivative · entry 1 Dodson Paulette R. · CIK 0001517319 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,843 F1 · shares: Represents restricted stock units scheduled to vest in approximately three equal installments on December 31, 2021, December 31, 2022 and December 31, 2023. F2 · balance_after: Includes shares of Class A common stock that are subject to certain transfer, voting, vesting and other restrictions applicable to "Restricted Stock," as set forth in the issuer's 2021 Omnibus Incentive Plan. 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.