Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Markforged Holding CorpAONE.U · Entity 80484 | Director | August 17, 2020 | August 19, 2020 |
| PayPal Holdings, Inc.PYPL · Entity 2530 | EVP, GM, SMB & Financial Svcs | March 15, 2026 | March 17, 2026 |
| twoTWOA · Entity 92527 | Director | March 29, 2021 | March 29, 2021 |
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.
Markforged Holding Corp
Report date August 17, 2020 · Filed August 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-08-17 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination.
PayPal Holdings, Inc.
Report date March 15, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,479 |
Ending reported balance
After 2026-03-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-15 · Exercise / conversion · Acquired 9,095 · Balance 71,405 Row 2 · 2026-03-15 · Exercise / conversion · Acquired 2,910 · Balance 74,315 Row 3 · 2026-03-15 · Tax withholding · Disposed 5,836 · Balance 68,479 F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the reporting person. |
| Restricted Stock Units -1SEC Table II · derivative / convertible security | Direct | 27,282 |
Reported balance
After 2026-03-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-15 · Exercise / conversion · Disposed 9,095 · Balance 27,282 F2: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award, and 1/12 on each quarterly anniversary of the grant date thereafter until the third anniversary of the grant date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4: Not applicable. |
| Restricted Stock Units -2SEC Table II · derivative / convertible security | Direct | 8,730 |
Reported balance
After 2026-03-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-15 · Exercise / conversion · Disposed 2,910 · Balance 8,730 F2: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award, and 1/12 on each quarterly anniversary of the grant date thereafter until the third anniversary of the grant date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the reporting person.
F2: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock.
F3: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award, and 1/12 on each quarterly anniversary of the grant date thereafter until the third anniversary of the grant date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested.
F4: Not applicable.
two
Report date March 29, 2021 · Filed March 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-03-29 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253802) under the heading "Description of Securities-Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments, and have no expiration date. Includes 750,000 Class B ordinary shares that are subject to forfeiture if the underwriter of the issuer's initial public offering does not exercise in full its option to purchase additional Class A ordinary shares. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253802) under the heading "Description of Securities-Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments, and have no expiration date. Includes 750,000 Class B ordinary shares that are subject to forfeiture if the underwriter of the issuer's initial public offering does not exercise in full its option to purchase additional Class A ordinary shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SoFi Technologies, Inc.
Report date September 14, 2022 · Filed September 17, 2022
Section 16 reporting ended · disclosed 2022-09-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,911,258 |
Ending reported balance
After 2022-09-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-09-14 · Exercise / conversion · Acquired 172,677 · Balance 2,003,900 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Row 2 · 2022-09-14 · Tax withholding · Disposed 92,642 · Balance 1,911,258 F2: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. |
| Common StockSEC Table II · derivative / convertible security | Direct | 1,575,580 |
Reported balance
After 2022-09-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-09-14 · Exercise / conversion · Disposed 172,677 · Balance 1,575,580 F2: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.
F2: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person.
F3: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021.
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 15, 2026 Filed Mar 17, 2026 20:51 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -2 · Derivative | 2,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-26-000055 · edgardoc.xml · derivative · entry 5 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,730 Underlying: Common Stock · 2,910 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award, and 1/12 on each quarterly anniversary of the grant date thereafter until the third anniversary of the grant date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:51 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -1 · Derivative | 9,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-26-000055 · edgardoc.xml · derivative · entry 4 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,282 Underlying: Common Stock · 9,095 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award, and 1/12 on each quarterly anniversary of the grant date thereafter until the third anniversary of the grant date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:51 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 5,836 | $44.90 | $262,036.40 |
DisclosureSEC source: 0001633917-26-000055 · edgardoc.xml · nonDerivative · entry 3 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,479 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the reporting person. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:51 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 2,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-26-000055 · edgardoc.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,315 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 |
| March 15, 2026 Filed Mar 17, 2026 20:51 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 9,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-26-000055 · edgardoc.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,405 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 |
| March 01, 2026 Filed Mar 4, 2026 00:14 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantRestricted Stock Units -4 · Derivative | 158,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-26-000034 · edgardoc.xml · derivative · entry 4 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,536 Underlying: Common Stock · 158,536 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F5 · derivative.exercise_date: The reporting person received a restricted stock unit grant on March 1, 2026, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award, and 1/12 on each quarterly anniversary of the grant date thereafter until the third anniversary of the grant date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:14 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -3 · Derivative | 27,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-26-000034 · edgardoc.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,218 Underlying: Common Stock · 27,610 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant on March 1, 2025, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award, and 1/12 on each quarterly anniversary of the grant date thereafter until the third anniversary of the grant date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:14 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 13,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-26-000034 · edgardoc.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,310 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the reporting person. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:14 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 27,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-26-000034 · edgardoc.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,886 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 |
| December 15, 2025 Filed Dec 17, 2025 00:00 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -2 · Derivative | 2,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000215 · edgardoc.xml · derivative · entry 5 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,640 Underlying: Common Stock · 2,910 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 00:00 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -1 · Derivative | 9,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000215 · edgardoc.xml · derivative · entry 4 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,377 Underlying: Common Stock · 9,094 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 00:00 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 5,952 | $61.66 | $367,000.32 |
DisclosureSEC source: 0001633917-25-000215 · edgardoc.xml · nonDerivative · entry 3 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,276 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 00:00 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 2,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000215 · edgardoc.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,228 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 |
| December 15, 2025 Filed Dec 17, 2025 00:00 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 9,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000215 · edgardoc.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,318 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 15, 2025 Filed Sep 15, 2025 21:15 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -2 · Derivative | 2,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000178 · edgardoc.xml · derivative · entry 5 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,550 Underlying: Common Stock · 2,910 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| September 15, 2025 Filed Sep 15, 2025 21:15 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -1 · Derivative | 9,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000178 · edgardoc.xml · derivative · entry 4 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,471 Underlying: Common Stock · 9,094 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| September 15, 2025 Filed Sep 15, 2025 21:15 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 5,952 | $66.89 | $398,129.28 |
DisclosureSEC source: 0001633917-25-000178 · edgardoc.xml · nonDerivative · entry 3 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,224 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. Read SEC document |
| September 15, 2025 Filed Sep 15, 2025 21:15 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 2,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000178 · edgardoc.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,176 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 15, 2025 Filed Sep 15, 2025 21:15 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 9,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000178 · edgardoc.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,266 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 15, 2025 Filed Jun 17, 2025 21:22 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -2 · Derivative | 2,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000113 · edgardoc.xml · derivative · entry 5 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,460 Underlying: Common Stock · 2,911 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:22 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -1 · Derivative | 9,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000113 · edgardoc.xml · derivative · entry 4 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,565 Underlying: Common Stock · 9,095 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:22 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 5,954 | $70.83 | $421,721.82 |
DisclosureSEC source: 0001633917-25-000113 · edgardoc.xml · nonDerivative · entry 3 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,172 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:22 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 2,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000113 · edgardoc.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,126 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 15, 2025 Filed Jun 17, 2025 21:22 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 9,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000113 · edgardoc.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,215 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 |
| March 15, 2025 Filed Mar 18, 2025 20:49 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -2 · Derivative | 2,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000049 · edgardoc.xml · derivative · entry 5 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,371 Underlying: Common Stock · 2,911 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 20:49 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -1 · Derivative | 9,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000049 · edgardoc.xml · derivative · entry 4 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,660 Underlying: Common Stock · 9,096 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 20:49 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 6,098 | $68.95 | $420,457.10 |
DisclosureSEC source: 0001633917-25-000049 · edgardoc.xml · nonDerivative · entry 3 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,120 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 20:49 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 2,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000049 · edgardoc.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,218 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 |
| March 15, 2025 Filed Mar 18, 2025 20:49 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 9,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000049 · edgardoc.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,307 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 |
| March 01, 2025 Filed Mar 4, 2025 23:39 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantRestricted Stock Units -3 · Derivative | 82,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000027 · edgardoc.xml · derivative · entry 1 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,828 Underlying: Common Stock · 82,828 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F2 · derivative.exercise_date: The reporting person received a restricted stock unit grant on March 1, 2025, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 00:44 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -2 · Derivative | 11,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-24-000114 · edgardoc.xml · derivative · entry 5 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,282 Underlying: Common Stock · 11,642 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 00:44 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -1 · Derivative | 36,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-24-000114 · edgardoc.xml · derivative · entry 4 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,756 Underlying: Common Stock · 36,380 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant on December 15, 2023, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 00:44 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 23,811 | $91.02 | $2,167,277.22 |
DisclosureSEC source: 0001633917-24-000114 · edgardoc.xml · nonDerivative · entry 3 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,211 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 00:44 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 11,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-24-000114 · edgardoc.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,022 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 |
| December 15, 2024 Filed Dec 17, 2024 00:44 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 36,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-24-000114 · edgardoc.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP, GM, SMB & Financial Svcs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,380 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 14, 2022 Filed Sep 17, 2022 00:08 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock · Derivative | 172,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-22-000218 · wf-form4_166337327416453.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,575,580 Underlying: Common Stock · 172,677 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. Read SEC document |
| September 14, 2022 Filed Sep 17, 2022 00:08 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 92,642 | $5.84 | $541,029.28 |
DisclosureSEC source: 0001818874-22-000218 · wf-form4_166337327416453.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,911,258 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| September 14, 2022 Filed Sep 17, 2022 00:08 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 172,677 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-22-000218 · wf-form4_166337327416453.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,003,900 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 22:14 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock · Derivative | 228,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-22-000134 · wf-form4_165541765571046.xml · derivative · entry 4 Gill Michelle · CIK 0001820540 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,748,257 Underlying: Common Stock · 228,755 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 22:14 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | SaleCommon Stock | 50,000 | $5.48 | $274,000.00 |
DisclosureSEC source: 0001818874-22-000134 · wf-form4_165541765571046.xml · nonDerivative · entry 3 Gill Michelle · CIK 0001820540 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,831,223 Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 22:14 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 118,637 | $5.88 | $697,585.56 |
DisclosureSEC source: 0001818874-22-000134 · wf-form4_165541765571046.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,881,223 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 22:14 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 228,755 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-22-000134 · wf-form4_165541765571046.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,999,860 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| May 01, 2022 Filed May 3, 2022 21:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 49,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-055370 · tm2214324-1_4.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,977,012 Underlying: Common Stock · 49,016 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Shares withheld to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to or sold by the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. Read SEC document |
| May 01, 2022 Filed May 3, 2022 21:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 25,317 | $6.12 | $154,940.04 |
DisclosureSEC source: 0001104659-22-055370 · tm2214324-1_4.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,771,105 F2 · price: Shares withheld to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to or sold by the Reporting Person. Read SEC document |
| May 01, 2022 Filed May 3, 2022 21:31 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 49,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-055370 · tm2214324-1_4.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,796,422 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 00:32 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 49,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-042935 · tm2211791-1_4seq1.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,026,028 Underlying: Common Stock · 49,016 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Shares withheld to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to or sold by the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 00:32 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 25,317 | $9.45 | $239,245.65 |
DisclosureSEC source: 0001104659-22-042935 · tm2211791-1_4seq1.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,747,406 F2 · price: Shares withheld to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to or sold by the Reporting Person. Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 00:32 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 49,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-042935 · tm2211791-1_4seq1.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,772,723 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| March 24, 2022 Filed Mar 26, 2022 00:08 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 609,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-038262 · tm2210472-1_4.xml · derivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075,044 Underlying: Common Stock · 609,757 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.exercise_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest as to 103,659 RSUs on the quarterly vesting date in March 2023, 103,658 RSUs on the quarterly vesting date in June 2023, 103,659 RSUs on the quarterly vesting date in September 2023, 103,659 RSUs on the quarterly vesting date in December 2023, 48,780 RSUs on the quarterly vesting date in March 2024, 48,781 RSUs on the quarterly vesting date in June 2024, 48,780 RSUs on the quarterly vesting date in September 2024 and 48,781 RSUs on the quarterly vesting date in December 2024, subject to the reporting person's continued service with the Issuer through the applicable vesting date. F2 · derivative.expiration_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest as to 103,659 RSUs on the quarterly vesting date in March 2023, 103,658 RSUs on the quarterly vesting date in June 2023, 103,659 RSUs on the quarterly vesting date in September 2023, 103,659 RSUs on the quarterly vesting date in December 2023, 48,780 RSUs on the quarterly vesting date in March 2024, 48,781 RSUs on the quarterly vesting date in June 2024, 48,780 RSUs on the quarterly vesting date in September 2024 and 48,781 RSUs on the quarterly vesting date in December 2024, subject to the reporting person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 21:35 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 256,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-035702 · tm229732-1_4seq1.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,465,287 Underlying: Common Stock · 256,791 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on June 2, 2021. 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.