Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cricut, Inc.CRCT · Entity 2357 | Director | May 12, 2026 | May 13, 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.
Cricut, Inc.
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 30,000 |
Last balance in matching sequence
After 2026-05-13 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-05-12 · Purchase · Acquired 9,691 · Balance 29,690 F1: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.3150 to $4.3550, inclusive. The reporting person undertakes to provide to Cricut Inc., any security holder of Cricut Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2: The shares are held by the Jason and Alisa Makler Living Trust dated July 10, 2020, for which the reporting person serves as co-trustee. Row 2 · 2026-05-13 · Purchase · Acquired 310 · Balance 30,000 F3: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.1350 to $4.1550, inclusive. The reporting person undertakes to provide to Cricut Inc., any security holder of Cricut Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2: The shares are held by the Jason and Alisa Makler Living Trust dated July 10, 2020, for which the reporting person serves as co-trustee. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 2,332,794 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,332,794 F4: The reporting person has not engaged in a transaction involving Class B Common Stock and is voluntarily reporting information in this Table II. F5: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2: The shares are held by the Jason and Alisa Makler Living Trust dated July 10, 2020, for which the reporting person serves as co-trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.3150 to $4.3550, inclusive. The reporting person undertakes to provide to Cricut Inc., any security holder of Cricut Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F2: The shares are held by the Jason and Alisa Makler Living Trust dated July 10, 2020, for which the reporting person serves as co-trustee.
F3: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.1350 to $4.1550, inclusive. The reporting person undertakes to provide to Cricut Inc., any security holder of Cricut Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F4: The reporting person has not engaged in a transaction involving Class B Common Stock and is voluntarily reporting information in this Table II.
F5: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration 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 13, 2026 Filed May 13, 2026 20:18 UTC | Cricut, Inc. CRCT · Entity 2357 | PurchaseClass A Common Stock | 310 | $4.15 | $1,286.00 |
DisclosureSEC source: 0001850788-26-000004 · wk-form4_1778703480.xml · nonDerivative · entry 2 Makler Jason · CIK 0001850788 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 30,000 F3 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.1350 to $4.1550, inclusive. The reporting person undertakes to provide to Cricut Inc., any security holder of Cricut Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by the Jason and Alisa Makler Living Trust dated July 10, 2020, for which the reporting person serves as co-trustee. Read SEC document |
| May 12, 2026 Filed May 13, 2026 20:18 UTC | Cricut, Inc. CRCT · Entity 2357 | PurchaseClass A Common Stock | 9,691 | $4.34 | $42,104.49 |
DisclosureSEC source: 0001850788-26-000004 · wk-form4_1778703480.xml · nonDerivative · entry 1 Makler Jason · CIK 0001850788 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 29,690 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.3150 to $4.3550, inclusive. The reporting person undertakes to provide to Cricut Inc., any security holder of Cricut Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by the Jason and Alisa Makler Living Trust dated July 10, 2020, for which the reporting person serves as co-trustee. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:11 UTC | Cricut, Inc. CRCT · Entity 2357 | OtherClass B Common Stock · Derivative | 616,079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001850788-26-000002 · wk-form4_1771362665.xml · derivative · entry 2 Makler Jason · CIK 0001850788 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 2,332,794 Underlying: Class A Common Stock · 616,079 shares Expires not disclosed F3 · derivative.exercise_price: On February 13, 2026, Petrus Employee Profit Share, L.P. (PAM2) distributed, without consideration and in accordance with its partnership agreement, 2,082,203 shares of Class B Common Stock to its limited partners, including the reporting person. The limited partners of PAM2 are employees of the Petrus Asset Management Company division of the Petrus Trust Company, LTA (PTC), and PAM2's shares are being distributed to the employee limited partners in five annual distributions starting in 2022. The distribution is exempt under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the Act). F3 · kind: On February 13, 2026, Petrus Employee Profit Share, L.P. (PAM2) distributed, without consideration and in accordance with its partnership agreement, 2,082,203 shares of Class B Common Stock to its limited partners, including the reporting person. The limited partners of PAM2 are employees of the Petrus Asset Management Company division of the Petrus Trust Company, LTA (PTC), and PAM2's shares are being distributed to the employee limited partners in five annual distributions starting in 2022. The distribution is exempt under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the Act). F4 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · ownership.nature: The shares are held by the Jason and Alisa Makler Living Trust dated July 10, 2020, for which the reporting person serves as co-trustee. Read SEC document |
| February 24, 2025 Filed Feb 24, 2025 21:07 UTC | Cricut, Inc. CRCT · Entity 2357 | OtherClass B Common Stock · Derivative | 508,064 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001828962-25-000029 · wk-form4_1740431225.xml · derivative · entry 2 Makler Jason · CIK 0001850788 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,716,715 Underlying: Class A Common Stock · 508,064 shares Expires not disclosed F3 · derivative.exercise_price: On February 24, 2025, Petrus Employee Profit Share, L.P. (PAM2) distributed, without consideration and in accordance with its partnership agreement, 1,679,809 shares of Class B Common Stock to its limited partners, including the reporting person. The limited partners of PAM2 are employees of the Petrus Asset Management Company division of the Petrus Trust Company, LTA (PTC), and PAM2's shares are being distributed to the employee limited partners in five annual distributions starting in 2022. The distribution is exempt under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the Act). F3 · kind: On February 24, 2025, Petrus Employee Profit Share, L.P. (PAM2) distributed, without consideration and in accordance with its partnership agreement, 1,679,809 shares of Class B Common Stock to its limited partners, including the reporting person. The limited partners of PAM2 are employees of the Petrus Asset Management Company division of the Petrus Trust Company, LTA (PTC), and PAM2's shares are being distributed to the employee limited partners in five annual distributions starting in 2022. The distribution is exempt under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the Act). F4 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · ownership.nature: The shares are held by the Jason and Alisa Makler Living Trust dated July 10, 2020, for which the reporting person serves as co-trustee. Read SEC document |
| March 22, 2024 Filed Mar 25, 2024 23:47 UTC | Cricut, Inc. CRCT · Entity 2357 | OtherClass B Common Stock · Derivative | 287,113 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001828962-24-000022 · wk-form4_1711410444.xml · derivative · entry 2 Makler Jason · CIK 0001850788 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,208,651 Underlying: Class A Common Stock · 287,113 shares Expires not disclosed F3 · derivative.exercise_price: On March 22, 2024, Petrus Employee Profit Share, L.P. (PAM2) distributed, without consideration and in accordance with its partnership agreement, 970,378 shares of Class B Common Stock to its limited partners, including the reporting person. The limited partners of PAM2 are employees of the Petrus Asset Management Company division of the Petrus Trust Company, LTA (PTC), and PAM2's shares are being distributed to the employee limited partners in five annual distributions starting in 2022. The distribution is exempt under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the Act). F3 · kind: On March 22, 2024, Petrus Employee Profit Share, L.P. (PAM2) distributed, without consideration and in accordance with its partnership agreement, 970,378 shares of Class B Common Stock to its limited partners, including the reporting person. The limited partners of PAM2 are employees of the Petrus Asset Management Company division of the Petrus Trust Company, LTA (PTC), and PAM2's shares are being distributed to the employee limited partners in five annual distributions starting in 2022. The distribution is exempt under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the Act). F4 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · ownership.nature: The shares are held by the Jason and Alisa Makler Living Trust dated July 10, 2020, for which the reporting person serves as co-trustee. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 22:19 UTC | Cricut, Inc. CRCT · Entity 2357 | PurchaseClass A Common Stock | 4,999 | $6.89 | $34,441.11 |
DisclosureSEC source: 0001828962-23-000125 · wk-form4_1701469133.xml · nonDerivative · entry 2 Makler Jason · CIK 0001850788 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 19,999 F3 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.79 to $6.98, inclusive. The reporting person undertakes to provide to Cricut Inc., any security holder of Cricut Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by the Jason and Alisa Makler Living Trust dated July 10, 2020, for which the reporting person serves as co-trustee. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 22:19 UTC | Cricut, Inc. CRCT · Entity 2357 | PurchaseClass A Common Stock | 15,000 | $6.96 | $104,407.50 |
DisclosureSEC source: 0001828962-23-000125 · wk-form4_1701469133.xml · nonDerivative · entry 1 Makler Jason · CIK 0001850788 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 15,000 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.84 to $7.13, inclusive. The reporting person undertakes to provide to Cricut Inc., any security holder of Cricut Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by the Jason and Alisa Makler Living Trust dated July 10, 2020, for which the reporting person serves as co-trustee. Read SEC document |
| March 08, 2023 Filed Mar 9, 2023 21:03 UTC | Cricut, Inc. CRCT · Entity 2357 | OtherClass B Common Stock · Derivative | 377,577 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001828962-23-000006 · wf-form4_167839581548304.xml · derivative · entry 1 Makler Jason · CIK 0001850788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 921,538 Underlying: Class A Common Stock · 377,577 shares Expires not disclosed F1 · derivative.exercise_price: On March 8, 2023, Petrus Employee Profit Share, L.P. (PAM2) distributed, without consideration and in accordance with its partnership agreement, 1,351,188 shares of Class B Common Stock to its limited partners, including the reporting person. The limited partners of PAM2 are employees of the Petrus Asset Management Company division of the Petrus Trust Company, LTA (PTC), and PAM2's shares are being distributed to the employee limited partners in five annual distributions starting in 2022. The distribution is exempt under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the Act). F1 · kind: On March 8, 2023, Petrus Employee Profit Share, L.P. (PAM2) distributed, without consideration and in accordance with its partnership agreement, 1,351,188 shares of Class B Common Stock to its limited partners, including the reporting person. The limited partners of PAM2 are employees of the Petrus Asset Management Company division of the Petrus Trust Company, LTA (PTC), and PAM2's shares are being distributed to the employee limited partners in five annual distributions starting in 2022. The distribution is exempt under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the Act). F2 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · ownership.nature: The shares are held by the Jason and Alisa Makler Living Trust for which the reporting person serves as co-trustee. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 14:00 UTC | Cricut, Inc. CRCT · Entity 2357 | OtherClass B Common Stock · Derivative | 375,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001828962-22-000006 · wf-form4_164519282781512.xml · derivative · entry 1 Makler Jason · CIK 0001850788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 543,961 Underlying: Class A Common Stock · 375,000 shares Expires not disclosed F1 · derivative.exercise_price: On February 16, 2021, Petrus Employee Profit Share, L.P. (PAM2) distributed, without consideration and in accordance with its partnership agreement, 1,520,895 shares of Class B Common Stock to its limited partners, including the reporting person. The limited partners of PAM2 are employees of the Petrus Asset Management division of the Petrus Trust Company, LTA (PTC), and PAM2's shares are being distributed to the employee limited partners in five annual distributions starting in 2022. The distribution is exempt under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the Act). F1 · kind: On February 16, 2021, Petrus Employee Profit Share, L.P. (PAM2) distributed, without consideration and in accordance with its partnership agreement, 1,520,895 shares of Class B Common Stock to its limited partners, including the reporting person. The limited partners of PAM2 are employees of the Petrus Asset Management division of the Petrus Trust Company, LTA (PTC), and PAM2's shares are being distributed to the employee limited partners in five annual distributions starting in 2022. The distribution is exempt under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the Act). F2 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · ownership.nature: The shares are held by the Jason and Alisa Makler Living Trust for which the reporting person serves as co-trustee. 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.