Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fathom Holdings Inc.FTHM · Entity 7614 | Director · Chief Executive Officer | March 26, 2026 | March 27, 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.
Fathom Holdings Inc.
Report date March 26, 2026 · Filed March 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,419,703 |
Reported balance
After 2026-03-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-26 · Gift · Disposed 39,342 · Balance 1,419,703 F1: Of these shares, 133,337 are restricted and vest on the second and third anniversary of the grant date, November 15, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy: Wife | 5,056 |
Reported balance
Holding disclosure · report date 2026-03-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,056 |
| Common StockSEC Table I · non-derivative | IndirectBy: Fregenal 2020 Irrevocable Trust | 150,000 |
Reported balance
Holding disclosure · report date 2026-03-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 150,000 F2: These shares are held by a trust for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Performance RightsSEC Table II · derivative / convertible security · Expires 2028-08-20 | Direct | 200,000 |
Reported balance
Holding disclosure · report date 2026-03-26 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 200,000 F3: Each performance right represents a contingent right to receive one share of Fathom Holdings Inc. common stock. The performance rights vest upon Fathom's common stock achieving a specified price per share for a specified time. |
| Performance RightsSEC Table II · derivative / convertible security · Expires 2034-11-15 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2026-03-26 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 50,000 F3: Each performance right represents a contingent right to receive one share of Fathom Holdings Inc. common stock. The performance rights vest upon Fathom's common stock achieving a specified price per share for a specified time. |
Filing footnotes · ownership attribution and instrument terms
F1: Of these shares, 133,337 are restricted and vest on the second and third anniversary of the grant date, November 15, 2024.
F2: These shares are held by a trust for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
F3: Each performance right represents a contingent right to receive one share of Fathom Holdings Inc. common stock. The performance rights vest upon Fathom's common stock achieving a specified price per share for a specified time.
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 |
|---|---|---|---|---|---|---|
| March 26, 2026 Filed Mar 27, 2026 16:01 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 39,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001817271-26-000004 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,419,703 F1 · ownership.direct: Of these shares, 133,337 are restricted and vest on the second and third anniversary of the grant date, November 15, 2024. Read SEC document |
| February 09, 2026 Filed Feb 13, 2026 16:03 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 31,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001817271-26-000003 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,459,045 F1 · ownership.direct: Of these shares, 133,337 are restricted and vest on the second and third anniversary of the grant date, November 15, 2024. Read SEC document |
| January 08, 2026 Filed Jan 9, 2026 17:42 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 66,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001817271-26-000002 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,490,351 F1 · ownership.direct: Of these shares, 133,337 are restricted and vest on the second and third anniversary of the grant date, November 15, 2024. Read SEC document |
| December 31, 2025 Filed Jan 6, 2026 16:18 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 42,079 | $1.01 | $42,499.79 |
DisclosureSEC source: 0001817271-26-000001 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,557,019 F1 · shares: These shares were granted in lieu of salary being paid for the fourth quarter of 2025. F2 · ownership.direct: Of these shares, 133,337 are restricted and vest on the second and third anniversary of the grant date, November 15, 2024. Read SEC document |
| December 23, 2025 Filed Dec 30, 2025 16:32 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 33,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001817271-25-000005 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,514,940 F1 · ownership.direct: Of these shares, 133,337 are restricted and vest on the second and third anniversary of the grant date, November 15, 2024. Read SEC document |
| October 28, 2025 Filed Oct 30, 2025 16:00 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001817271-25-000004 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,547,964 F1 · ownership.direct: Of these shares, 200,000 are restricted and vest on the first, second and third anniversary of the grant date, November 15, 2024. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 16:02 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 23,611 | $1.80 | $42,499.80 |
DisclosureSEC source: 0001817271-25-000003 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,582,964 F1 · shares: These shares were granted in lieu of salary being paid for the third quarter of 2025. F2 · ownership.direct: Of these shares, 200,000 are restricted and vest on the first, second and third anniversary of the grant date, November 15, 2024. Read SEC document |
| August 28, 2025 Filed Aug 29, 2025 16:01 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000389 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,559,353 F1 · ownership.direct: Of these shares, 54,499 are restricted and vest in full on September 1, 2025, and 200,000 are restricted and vest on the first, second and third anniversary of the grant date, November 15, 2024. Read SEC document |
| August 20, 2025 Filed Aug 21, 2025 16:04 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantPerformance Rights · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000375 · primary_doc.xml · derivative · entry 4 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2028-08-20 F3 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of Fathom Holdings Inc. common stock. The performance rights vest upon Fathom's common stock achieving a specified price per share for a specified time. F3 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of Fathom Holdings Inc. common stock. The performance rights vest upon Fathom's common stock achieving a specified price per share for a specified time. Read SEC document |
| July 29, 2025 Filed Aug 1, 2025 16:46 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 52,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000331 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,619,353 F1 · ownership.direct: Of these shares, 54,499 are restricted and vest in full on September 1, 2025, and 200,000 are restricted and vest on the first, second and third anniversary of the grant date, November 15, 2024. Read SEC document |
| May 07, 2025 Filed May 9, 2025 16:05 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-046720 · tm2514627-1_4seq1.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,671,500 F1 · ownership.direct: Of these shares, 54,499 are restricted and vest in full on September 1, 2025, and 200,000 are restricted and vest on the first, second and third anniversary of the grant date, November 15, 2024. Read SEC document |
| April 23, 2025 Filed Apr 25, 2025 16:11 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 76,239 | $0.79 | $60,000.09 |
DisclosureSEC source: 0001578563-25-000221 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,741,500 F1 · ownership.direct: Of these shares, 54,499 are restricted and vest in full on September 1, 2025, and 200,000 are restricted and vest on the first, second and third anniversary of the grant date, November 15, 2024. Read SEC document |
| December 10, 2024 Filed Dec 10, 2024 16:00 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000488 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,465,261 F1 · ownership.direct: Of these shares, 25,000 are restricted and vest in full on January 1, 2025 and 54,499 are restricted and vest in full on September 1, 2025. Read SEC document |
| November 15, 2024 Filed Apr 25, 2025 16:01 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantPerformance Rights · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000220 · primary_doc.xml · derivative · entry 4 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2034-11-15 F3 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of Fathom Holdings Inc. common stock. The performance rights vest upon Fathom's common stock achieving a specified price per share for a specified time. F3 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of Fathom Holdings Inc. common stock. The performance rights vest upon Fathom's common stock achieving a specified price per share for a specified time. Read SEC document |
| November 15, 2024 Filed Apr 25, 2025 16:01 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000220 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,665,261 F1 · ownership.direct: Of these shares, 54,499 are restricted and vest in full on September 1, 2025, and 200,000 are restricted and vest on the first, second and third anniversary of the grant date, November 15, 2024. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 17:18 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | PurchaseCommon Stock | 29,500 | $1.94 | $57,165.10 |
DisclosureSEC source: 0001578563-24-000452 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,535,261 F1 · price: The reported securities were purchased in multiple transactions at prices ranging from $1.89 to $2.00. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such range. F2 · ownership.direct: Of these shares, 9,222 are restricted and vest in full on November 30, 2024, 25,000 are restricted and vest in full on January 1, 2025 and 54,499 are restricted and vest in full on September 1, 2025. Read SEC document |
| October 14, 2024 Filed Oct 16, 2024 16:16 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 54,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000431 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,505,761 F1 · shares: As disclosed in the Company's Proxy Statement filed with the SEC on July 10, 2024, in connection with the Company's cost cutting measures, the reporting person volunteered for base salary reductions for certain periods of 2024 and elected to receive the balance of his respective base salary in restricted stock awards. These shares were granted for the reporting person's reduced cash compensation for the first and second quarters of 2024. F2 · ownership.direct: Of these shares, 54,499 are restricted and vest in full on September 1, 2025, 9,222 shares are restricted and vest in full on November 30, 2024, and 25,000 are restricted and vest in full on January 1, 2025. Read SEC document |
| September 09, 2024 Filed Sep 11, 2024 16:01 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000405 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,451,262 F1 · ownership.direct: Of these shares, 9,222 shares are restricted and vest in full on November 30, 2024, and 25,000 are restricted and vest in full on January 1, 2025. Read SEC document |
| September 11, 2023 Filed Sep 11, 2023 16:19 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-23-000087 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,511,262 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Fathom Holdings Inc. common stock. The restricted stock units vest in full on September 10, 2024. F2 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024, 2,213 shares are restricted and vest in full on July 1, 2024, 9,222 shares are restricted and vest in full on November 30, 2024, 24,680 shares are restricted and vest in full on March 31, 2024, 15,944 are restricted and vest in full on December 1, 2023, 25,000 are restricted and vest in full on January 1, 2025, 23,585 shares are restricted and vest in full on December 1, 2023, 122,094 shares are restricted and vest on May 31, 2024, 52,147 shares are restricted and vest in full on January 2, 2024, and 29,412 shares are restricted and vest in full on August 30, 2024. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 16:01 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-23-000045 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,336,262 F1 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024, 2,213 shares are restricted and vest in full on July 1, 2024, 9,222 shares are restricted and vest in full on November 30, 2024, 24,680 shares are restricted and vest in full on March 31, 2024, 15,944 are restricted and vest in full on December 1, 2023, 25,000 are restricted and vest in full on January 1, 2025, 23,585 shares are restricted and vest in full on December 1, 2023, 122,094 shares are restricted and vest on May 31, 2024, 52,147 shares are restricted and vest in full on January 2, 2024, and 29,412 shares are restricted and vest in full on August 30, 2024. Read SEC document |
| March 31, 2023 Filed May 1, 2023 16:16 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 1,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-23-000027 · primary_doc.xml · nonDerivative · entry 7 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote (7) Disclosed balance after: 5,056 F7 · ownership.direct: Of these shares, 329 shares were granted to the reporting person's wife and are restricted and vest in full on March 4, 2024, 2,962 shares were granted to the reporting person's wife and are restricted and vest in full on March 31, 2024, and 1,765 were granted to reporting person's wife and are restricted and will vest in full on March 30, 2025. Read SEC document |
| March 31, 2023 Filed May 1, 2023 16:16 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 29,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-23-000027 · primary_doc.xml · nonDerivative · entry 6 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,361,262 F6 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024, 2,213 shares are restricted and vest in full on July 1, 2024, 9,222 shares are restricted and vest in full on November 30, 2024, 24,680 shares are restricted and vest in full on March 31, 2024, 15,944 are restricted and vest in full on December 1, 2023, 25,000 are restricted and vest in full on January 1, 2025, 23,585 shares are restricted and vest in full on December 1, 2023, 122,094 shares are restricted and vest on May 31, 2024, 52,147 shares are restricted and vest in full on January 2, 2024, and 29,412 shares are restricted and vest in full on August 30, 2024. Read SEC document |
| January 03, 2023 Filed May 1, 2023 16:16 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 52,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-23-000027 · primary_doc.xml · nonDerivative · entry 5 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,331,850 F5 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024, 2,213 shares are restricted and vest in full on July 1, 2024, 9,222 shares are restricted and vest in full on November 30, 2024, 24,680 shares are restricted and vest in full on March 31, 2024, 15,944 are restricted and vest in full on December 1, 2023, 25,000 are restricted and vest in full on January 1, 2025, 23,585 shares are restricted and vest in full on December 1, 2023, 122,094 shares are restricted and vest on May 31, 2024, and 52,147 shares are restricted and vest in full on January 2, 2024. Read SEC document |
| January 03, 2023 Filed May 1, 2023 16:16 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 122,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-23-000027 · primary_doc.xml · nonDerivative · entry 4 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,279,703 F4 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024, 2,213 shares are restricted and vest in full on July 1, 2024, 9,222 shares are restricted and vest in full on November 30, 2024, 24,680 shares are restricted and vest in full on March 31, 2024, 15,944 are restricted and vest in full on December 1, 2023, 25,000 are restricted and vest in full on January 1, 2025, 23,585 shares are restricted and vest in full on December 1, 2023, and 122,094 shares are restricted and vest on May 31, 2024. Read SEC document |
| November 29, 2022 Filed Dec 12, 2022 16:13 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 73,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-22-000038 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093,080 F1 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024, 2,213 shares are restricted and vest in full on July 1, 2024, 9,222 shares are restricted and vest in full on November 30, 2024, and 24,680 shares are restricted and vest in full on March 31, 2025. Read SEC document |
| September 30, 2022 Filed May 1, 2023 16:16 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 23,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-23-000027 · primary_doc.xml · nonDerivative · entry 3 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,157,609 F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024, 2,213 shares are restricted and vest in full on July 1, 2024, 9,222 shares are restricted and vest in full on November 30, 2024, 24,680 shares are restricted and vest in full on March 31, 2024, 15,944 are restricted and vest in full on December 1, 2023, 25,000 are restricted and vest in full on January 1, 2025, and 23,585 shares are restricted and vest in full on December 1, 2023. Read SEC document |
| July 01, 2022 Filed May 1, 2023 16:16 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-23-000027 · primary_doc.xml · nonDerivative · entry 2 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,134,024 F2 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024, 2,213 shares are restricted and vest in full on July 1, 2024, 9,222 shares are restricted and vest in full on November 30, 2024, 24,680 shares are restricted and vest in full on March 31, 2024, 15,944 are restricted and vest in full on December 1, 2023, and 25,000 are restricted and vest in full on January 1, 2025. Read SEC document |
| June 30, 2022 Filed May 1, 2023 16:16 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 15,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-23-000027 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,109,024 F1 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024, 2,213 shares are restricted and vest in full on July 1, 2024, 9,222 shares are restricted and vest in full on November 30, 2024, 24,680 shares are restricted and vest in full on March 31, 2024, and 15,944 are restricted and vest in full on December 1, 2023. Read SEC document |
| June 13, 2022 Filed Jun 14, 2022 17:53 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | PurchaseCommon Stock | 20,000 | $9.12 | $182,358.00 |
DisclosureSEC source: 0001104659-22-071097 · tm2218451-1_4seq1.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,166,080 F1 · price: The price reported is the weighted average price of securities that were purchased in the open market in multiple transactions at prices ranging from $8.98 to $9.63. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange, upon request, full information regarding the number of shares purchased at each separate price within such range. F2 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024, 2,213 shares are restricted and vest in full on July 1, 2024, 9,222 shares are restricted and vest in full on November 30, 2024, and 24,680 shares are restricted and vest in full on March 31, 2025. Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 17:53 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | PurchaseCommon Stock | 10,000 | $10.17 | $101,679.00 |
DisclosureSEC source: 0001104659-22-071097 · tm2218451-1_4seq1.xml · nonDerivative · entry 2 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,146,080 F3 · price: The price reported is the weighted average price of securities that were purchased in the open market in multiple transactions at prices ranging from $9.96 to $10.21. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange, upon request, full information regarding the number of shares purchases at each separate price within such range. F2 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024, 2,213 shares are restricted and vest in full on July 1, 2024, 9,222 shares are restricted and vest in full on November 30, 2024, and 24,680 shares are restricted and vest in full on March 31, 2025. Read SEC document |
| June 07, 2022 Filed Jun 14, 2022 17:53 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-071097 · tm2218451-1_4seq1.xml · nonDerivative · entry 3 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,136,080 F2 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024, 2,213 shares are restricted and vest in full on July 1, 2024, 9,222 shares are restricted and vest in full on November 30, 2024, and 24,680 shares are restricted and vest in full on March 31, 2025. Read SEC document |
| April 01, 2022 Filed Apr 29, 2022 16:06 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 2,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-053537 · tm2214025-2_4seq1.xml · nonDerivative · entry 4 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,291 F4 · ownership.direct: Of these shares, 329 shares were granted to the reporting person's wife and are restricted and vest in full on March 4, 2024. F5 · ownership.direct: Of these shares, 2,962 shares were granted to the reporting person's wife and are restricted and vest in full on March 31, 2025. F4 · ownership.nature: Of these shares, 329 shares were granted to the reporting person's wife and are restricted and vest in full on March 4, 2024. F5 · ownership.nature: Of these shares, 2,962 shares were granted to the reporting person's wife and are restricted and vest in full on March 31, 2025. Read SEC document |
| April 01, 2022 Filed Apr 29, 2022 16:06 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 24,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-053537 · tm2214025-2_4seq1.xml · nonDerivative · entry 3 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,151,080 F1 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024 and 2,213 shares are restricted and vest in full on July 1, 2024. F2 · ownership.direct: Of these shares, 9,222 shares are restricted and vest in full on November 30, 2024. F3 · ownership.direct: Of these shares, 24,680 shares are restricted and vest in full on March 31, 2025. Read SEC document |
| December 01, 2021 Filed Apr 29, 2022 16:06 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 9,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-053537 · tm2214025-2_4seq1.xml · nonDerivative · entry 2 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,126,400 F1 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024 and 2,213 shares are restricted and vest in full on July 1, 2024. F2 · ownership.direct: Of these shares, 9,222 shares are restricted and vest in full on November 30, 2024. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 16:30 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 150,000 | $24.13 | $3,618,750.00 |
DisclosureSEC source: 0001578563-21-000042 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,114,965 F1 · shares: The shares were sold by the reporting person in a registered underwritten offering pursuant to an underwriting agreement entered into on November 17, 2021. F2 · price: Represents public offering price of $25.00 per share less underwriting discounts and commissions of $0.875 per share. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 16:48 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 6,421 | $28.66 | $184,025.86 |
DisclosureSEC source: 0001578563-21-000033 · primary_doc.xml · nonDerivative · entry 2 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,264,965 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021, as amended on August 31, 2021. F4 · price: The reported securities were sold in multiple transactions at prices ranging from $28.18 to $29.02. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 16:48 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 1,239 | $28.40 | $35,187.60 |
DisclosureSEC source: 0001578563-21-000033 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,271,386 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021, as amended on August 31, 2021. F2 · price: The reported securities were sold in multiple transactions at prices ranging from $28.04 to $28.70. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| August 20, 2021 Filed Aug 20, 2021 16:55 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 64 | $27.37 | $1,751.68 |
DisclosureSEC source: 0001578563-21-000028 · primary_doc.xml · nonDerivative · entry 5 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,272,625 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| August 20, 2021 Filed Aug 20, 2021 16:55 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 6,036 | $26.85 | $162,066.60 |
DisclosureSEC source: 0001578563-21-000028 · primary_doc.xml · nonDerivative · entry 4 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,272,689 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021. F6 · price: The reported securities were sold in multiple transactions at prices ranging from $26.30 to $27.27. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| August 19, 2021 Filed Aug 20, 2021 16:55 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 569 | $27.02 | $15,374.38 |
DisclosureSEC source: 0001578563-21-000028 · primary_doc.xml · nonDerivative · entry 3 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,278,725 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021. F5 · price: The reported securities were sold in multiple transactions at prices ranging from $27.00 to $27.18. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| August 19, 2021 Filed Aug 20, 2021 16:55 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 6,031 | $26.41 | $159,278.71 |
DisclosureSEC source: 0001578563-21-000028 · primary_doc.xml · nonDerivative · entry 2 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,279,294 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021. F4 · price: The reported securities were sold in multiple transactions at prices ranging from $26.00 to $26.82. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 16:55 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 2,480 | $25.71 | $63,760.80 |
DisclosureSEC source: 0001578563-21-000028 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,285,325 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021. F2 · price: The reported securities were sold in multiple transactions at prices ranging from $25.41 to $26.15. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| July 09, 2021 Filed Jul 9, 2021 16:45 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 718 | $32.41 | $23,270.38 |
DisclosureSEC source: 0001578563-21-000021 · primary_doc.xml · nonDerivative · entry 4 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,287,805 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021. F6 · price: The reported securities were sold in multiple transactions at prices ranging from $32.35 to $32.47. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| July 09, 2021 Filed Jul 9, 2021 16:45 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 4,536 | $32.03 | $145,288.08 |
DisclosureSEC source: 0001578563-21-000021 · primary_doc.xml · nonDerivative · entry 3 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,288,523 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021. F5 · price: The reported securities were sold in multiple transactions at prices ranging from $31.35 to $32.33. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| July 08, 2021 Filed Jul 9, 2021 16:45 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 1,200 | $32.12 | $38,544.00 |
DisclosureSEC source: 0001578563-21-000021 · primary_doc.xml · nonDerivative · entry 2 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,293,059 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021. F4 · price: The reported securities were sold in multiple transactions at prices ranging from $32.06 to $32.24. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| July 07, 2021 Filed Jul 9, 2021 16:45 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 6,088 | $31.84 | $193,841.92 |
DisclosureSEC source: 0001578563-21-000021 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,294,259 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021. F2 · price: The reported securities were sold in multiple transactions at prices ranging from $31.78 to $32.39. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| July 02, 2021 Filed Apr 29, 2022 16:06 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 2,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-053537 · tm2214025-2_4seq1.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,117,178 F1 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024 and 2,213 shares are restricted and vest in full on July 1, 2024. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 16:11 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 100 | $33.10 | $3,310.00 |
DisclosureSEC source: 0001578563-21-000016 · primary_doc.xml · nonDerivative · entry 4 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300,347 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 16:11 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 4,003 | $32.28 | $129,216.84 |
DisclosureSEC source: 0001578563-21-000016 · primary_doc.xml · nonDerivative · entry 3 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300,447 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021. F5 · price: The reported securities were sold in multiple transactions at prices ranging from $32.01 to $32.51. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 16:11 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 600 | $31.10 | $18,660.00 |
DisclosureSEC source: 0001578563-21-000016 · primary_doc.xml · nonDerivative · entry 2 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,304,450 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on May 18, 2021. F4 · price: The reported securities were sold in multiple transactions at prices ranging from $33.10 to $33.11. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. 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.