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 |
|---|---|---|---|---|---|---|
| June 02, 2021 Filed Jun 4, 2021 16:11 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 7,469 | $33.09 | $247,149.21 |
DisclosureSEC source: 0001578563-21-000016 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,305,050 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 $32.10 to $33.09. 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 |
| May 26, 2021 Filed May 27, 2021 17:04 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 9,143 | $31.16 | $284,895.88 |
DisclosureSEC source: 0001578563-21-000014 · primary_doc.xml · nonDerivative · entry 4 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,312,519 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 $30.70 to $31.56. 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 |
| May 25, 2021 Filed May 27, 2021 17:04 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 101 | $31.79 | $3,210.79 |
DisclosureSEC source: 0001578563-21-000014 · primary_doc.xml · nonDerivative · entry 3 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,321,662 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 |
| May 25, 2021 Filed May 27, 2021 17:04 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 1,614 | $31.20 | $50,356.80 |
DisclosureSEC source: 0001578563-21-000014 · primary_doc.xml · nonDerivative · entry 2 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,321,763 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 $30.79 to $31.74. 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 |
| May 25, 2021 Filed May 27, 2021 17:04 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 2,332 | $30.28 | $70,612.96 |
DisclosureSEC source: 0001578563-21-000014 · primary_doc.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,323,377 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 $29.79 to $30.76. 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 |
| March 05, 2021 Filed Apr 29, 2021 16:07 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-057560 · tm2114633-1_4seq1.xml · nonDerivative · entry 2 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 329 F2 · ownership.direct: These shares were granted to reporting person's wife. The shares are restricted and vest in full on March 4, 2024. F2 · ownership.nature: These shares were granted to reporting person's wife. The shares are restricted and vest in full on March 4, 2024. Read SEC document |
| March 05, 2021 Filed Apr 29, 2021 16:07 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 8,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-057560 · tm2114633-1_4seq1.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,325,709 F1 · ownership.direct: Of these shares, 8,359 shares are restricted and vest in full on March 4, 2024. Read SEC document |
| August 18, 2020 Filed Feb 12, 2021 16:09 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 19,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-021914 · tm216324-4_5seq1.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,319,350 Read SEC document |
| February 08, 2020 Filed Feb 12, 2021 16:13 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-021930 · tm216324-3_4seq1.xml · nonDerivative · entry 1 Fregenal Marco · CIK 0001817271 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,317,350 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.