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 16, 2022 Filed Mar 18, 2022 21:35 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 145,580 | $8.59 | $1,250,532.20 |
DisclosureSEC source: 0001104659-22-035702 · tm229732-1_4seq1.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,723,707 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 |
| March 16, 2022 Filed Mar 18, 2022 21:35 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 256,791 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-035702 · tm229732-1_4seq1.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,869,287 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 01, 2022 Filed Mar 3, 2022 21:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 49,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-029986 · tm225622-2_4seq1.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,722,078 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 |
| March 01, 2022 Filed Mar 3, 2022 21:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 25,317 | $11.45 | $289,879.65 |
DisclosureSEC source: 0001104659-22-029986 · tm225622-2_4seq1.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,612,496 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 |
| March 01, 2022 Filed Mar 3, 2022 21:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 49,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-029986 · tm225622-2_4seq1.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,637,813 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 |
| February 01, 2022 Filed Feb 3, 2022 21:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 49,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-011356 · tm225192-1_4seq1.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,771,094 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 |
| February 01, 2022 Filed Feb 3, 2022 21:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 25,317 | $12.48 | $315,956.16 |
DisclosureSEC source: 0001104659-22-011356 · tm225192-1_4seq1.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,588,797 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 |
| February 01, 2022 Filed Feb 3, 2022 21:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 49,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-011356 · tm225192-1_4seq1.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,614,114 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 |
| January 01, 2022 Filed Jan 4, 2022 21:02 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 49,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-000893 · tm221472-1_4seq1.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,820,110 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 |
| January 01, 2022 Filed Jan 4, 2022 21:02 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 24,765 | $15.81 | $391,534.65 |
DisclosureSEC source: 0001104659-22-000893 · tm221472-1_4seq1.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,565,098 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 |
| January 01, 2022 Filed Jan 4, 2022 21:02 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 49,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-000893 · tm221472-1_4seq1.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,589,863 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 |
| December 15, 2021 Filed Dec 16, 2021 23:47 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 127,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-150652 · tm2135685-1_4seq1.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,869,126 Underlying: Common Stock · 127,684 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 |
| December 15, 2021 Filed Dec 16, 2021 23:47 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 67,194 | $14.61 | $981,704.34 |
DisclosureSEC source: 0001104659-21-150652 · tm2135685-1_4seq1.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,540,847 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 |
| December 15, 2021 Filed Dec 16, 2021 23:47 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 127,684 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-150652 · tm2135685-1_4seq1.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,608,041 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 |
| December 02, 2021 Filed Dec 6, 2021 21:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 49,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-146751 · tm2134659-1_4seq1.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,996,810 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 |
| December 02, 2021 Filed Dec 6, 2021 21:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 24,303 | $17.20 | $418,011.60 |
DisclosureSEC source: 0001104659-21-146751 · tm2134659-1_4seq1.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,480,357 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 |
| December 02, 2021 Filed Dec 6, 2021 21:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 49,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-146751 · tm2134659-1_4seq1.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,504,660 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 |
| November 01, 2021 Filed Nov 3, 2021 20:00 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 49,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-133616 · tm2131637d1_4.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,045,826 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 |
| November 01, 2021 Filed Nov 3, 2021 20:00 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 24,303 | $20.09 | $488,247.27 |
DisclosureSEC source: 0001104659-21-133616 · tm2131637d1_4.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,455,644 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 |
| November 01, 2021 Filed Nov 3, 2021 20:00 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 49,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-133616 · tm2131637d1_4.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,479,947 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 |
| October 01, 2021 Filed Oct 5, 2021 23:59 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 49,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-123332 · tm2129261-1_4seq1.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,094,842 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 |
| October 01, 2021 Filed Oct 5, 2021 23:59 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 24,303 | $15.88 | $385,931.64 |
DisclosureSEC source: 0001104659-21-123332 · tm2129261-1_4seq1.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,430,931 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 |
| October 01, 2021 Filed Oct 5, 2021 23:59 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 49,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-123332 · tm2129261-1_4seq1.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,455,234 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 |
| September 14, 2021 Filed Sep 17, 2021 00:00 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 127,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-116533 · tm2127834-1_4seq1.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,143,858 Underlying: Common Stock · 127,685 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, 2021 Filed Sep 17, 2021 00:00 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 66,641 | $14.57 | $970,959.37 |
DisclosureSEC source: 0001104659-21-116533 · tm2127834-1_4seq1.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,406,218 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, 2021 Filed Sep 17, 2021 00:00 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 127,685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-116533 · tm2127834-1_4seq1.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,472,859 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 |
| September 09, 2021 Filed Sep 13, 2021 21:45 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 49,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-115175 · tm2127487d1_4.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,271,543 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 |
| September 09, 2021 Filed Sep 13, 2021 21:45 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 24,303 | $15.47 | $375,967.41 |
DisclosureSEC source: 0001104659-21-115175 · tm2127487d1_4.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,345,174 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 |
| September 09, 2021 Filed Sep 13, 2021 21:45 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 49,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-115175 · tm2127487d1_4.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,369,477 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 |
| September 01, 2021 Filed Sep 4, 2021 00:32 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantPerformance Stock Unit · Derivative | 601,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-113082 · tm2126991-4_4seq1.xml · derivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 601,173 Underlying: Common Stock · 601,173 shares Expires not disclosed F1 · derivative.exercise_price: Each performance stock unit ("PSU") 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 PSUs granted to the Reporting Person. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, 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 PSUs granted to the Reporting Person. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| August 23, 2021 Filed Aug 26, 2021 00:00 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 274,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-109444 · tm2125933d1_4.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,320,559 Underlying: Common Stock · 274,737 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 |
| August 23, 2021 Filed Aug 26, 2021 00:00 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 136,216 | $13.82 | $1,882,505.12 |
DisclosureSEC source: 0001104659-21-109444 · tm2125933d1_4.xml · nonDerivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,320,461 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 |
| August 23, 2021 Filed Aug 26, 2021 00:00 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 274,737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-109444 · tm2125933d1_4.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,456,677 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 28, 2021 Filed Jun 3, 2021 01:21 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 699,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-075992 · tm2118244-5_4seq1.xml · derivative · entry 9 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 699,596 Underlying: Common Stock · 699,596 shares Expires not disclosed F16 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F17 · derivative.exercise_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will vest as to 74,644 RSUs per quarter in equal quarterly installments for four quarters commencing on March 14, 2022, as to 36,533 RSUs per quarter in equal quarterly installments for four quarters commencing on March 14, 2023, and as to 63,720 RSUs per quarter in equal quarterly installments for four quarters commencing on March 14, 2024, in each case subject to the reporting person's continued service with the Issuer through the applicable vesting date. F17 · derivative.expiration_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will vest as to 74,644 RSUs per quarter in equal quarterly installments for four quarters commencing on March 14, 2022, as to 36,533 RSUs per quarter in equal quarterly installments for four quarters commencing on March 14, 2023, and as to 63,720 RSUs per quarter in equal quarterly installments for four quarters commencing on March 14, 2024, in each case subject to the reporting person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:21 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 172,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-075992 · tm2118244-5_4seq1.xml · derivative · entry 8 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,364 Underlying: Common Stock · 172,364 shares Expires not disclosed F14 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F15 · derivative.exercise_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will continue to vest as to 36,935 RSUs per quarter in equal quarterly installments through March 14, 2022, and will vest as to 24,624 RSUs on June 14, 2022, in each case subject to the reporting person's continued service with the Issue through the applicable vesting date. F15 · derivative.expiration_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will continue to vest as to 36,935 RSUs per quarter in equal quarterly installments through March 14, 2022, and will vest as to 24,624 RSUs on June 14, 2022, in each case subject to the reporting person's continued service with the Issue through the applicable vesting date. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:21 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 220,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-075992 · tm2118244-5_4seq1.xml · derivative · entry 7 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,171 Underlying: Common Stock · 220,171 shares Expires not disclosed F12 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F13 · derivative.exercise_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will continue to vest as to 47,179 RSUs per quarter in equal quarterly installments through March 14, 2022, and will vest as to 31,454 RSUs on June 14, 2022, in each case subject to the reporting person's continued service with the Issue through the applicable vesting date. F13 · derivative.expiration_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will continue to vest as to 47,179 RSUs per quarter in equal quarterly installments through March 14, 2022, and will vest as to 31,454 RSUs on June 14, 2022, in each case subject to the reporting person's continued service with the Issue through the applicable vesting date. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:21 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 130,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-075992 · tm2118244-5_4seq1.xml · derivative · entry 6 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,710 Underlying: Common Stock · 130,710 shares Expires not disclosed F10 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F11 · derivative.exercise_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. These RSUs will vest as to 16,338 RSUs per quarter in eight equal quarterly installments beginning on March 14, 2022, subject to the reporting person's continued service with the Issuer through the applicable vesting date. F11 · derivative.expiration_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. These RSUs will vest as to 16,338 RSUs per quarter in eight equal quarterly installments beginning on March 14, 2022, subject to the reporting person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:21 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 784,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-075992 · tm2118244-5_4seq1.xml · derivative · entry 5 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 784,260 Underlying: Common Stock · 784,260 shares Expires not disclosed F8 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F9 · derivative.exercise_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. These RSUs will vest as to 98,032 RSUs per quarter in eight equal quarterly installments beginning on March 14, 2022, subject to the reporting person's continued service with the Issuer through the applicable vesting date. F9 · derivative.expiration_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. These RSUs will vest as to 98,032 RSUs per quarter in eight equal quarterly installments beginning on March 14, 2022, subject to the reporting person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:21 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 588,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-075992 · tm2118244-5_4seq1.xml · derivative · entry 4 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,195 Underlying: Common Stock · 588,195 shares Expires not disclosed F6 · 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. F7 · derivative.exercise_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will continue to vest as to 49,016 RSUs per month in equal monthly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with each monthly installment representing 1/48th of the total number of RSUs originally granted pursuant to this award, as such total number was converted in the Business Combination. F7 · derivative.expiration_date: In connection with the Business Combination, the unvested portion of this Legacy SoFi outstanding RSU award was converted into an RSU award denominated in shares of the Issuer's common stock. The unvested portion of the outstanding RSU award will continue to vest as to 49,016 RSUs per month in equal monthly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with each monthly installment representing 1/48th of the total number of RSUs originally granted pursuant to this award, as such total number was converted in the Business Combination. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:21 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantStock Options (right to buy) · Derivative | 1,118,295 | Not disclosed Strike: $9.86 | Not disclosed |
DisclosureSEC source: 0001104659-21-075992 · tm2118244-5_4seq1.xml · derivative · entry 3 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,118,295 Underlying: Common Stock · 1,118,295 shares Expires 2028-05-22 F5 · price: Received in connection with the Business Combination in exchange for options to acquire 641,666 shares of common stock of Legacy SoFi for $17.18 per share. F4 · derivative.exercise_date: 100% of the option is immediately exercisable. The option vested as to 25% of the total number of shares originally granted under the applicable option award on May 1, 2019, and thereafter vested and shall continue to vest as to 1/48th of such total number of shares in equal monthly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:21 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantStock Options (right to buy) · Derivative | 918,600 | Not disclosed Strike: $6.19 | Not disclosed |
DisclosureSEC source: 0001104659-21-075992 · tm2118244-5_4seq1.xml · derivative · entry 2 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 918,600 Underlying: Common Stock · 918,600 shares Expires 2028-05-22 F3 · price: Received in connection with the Business Combination in exchange for options to acquire 527,083 shares of common stock of Legacy SoFi for $10.78 per share. F2 · derivative.exercise_date: 100% of the option is immediately exercisable. The option vested as to 25% of the total number of shares originally granted under the applicable option award on May 1, 2019, and thereafter vested and shall continue to vest as to 1/48th of such total number of shares in equal monthly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| May 28, 2021 Filed Jun 3, 2021 01:21 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantCommon Stock | 1,181,940 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-075992 · tm2118244-5_4seq1.xml · nonDerivative · entry 1 Gill Michelle · CIK 0001820540 · EVP & Group Business Leader 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,181,940 F1 · price: Received in connection with the Issuer's business combination (the "Business Combination") with Social Finance, Inc. ("Legacy SoFi") in accordance with the terms of the Agreement and Plan of Merger, dated as of January 7, 2021, as amended on March 16, 2021, by and among the Issuer (f/k/a Social Capital Hedosophia Holdings Corp. V), Plutus Merger Sub Inc. ("Merger Sub") and Legacy SoFi (the "Merger Agreement"), pursuant to which Merger Sub merged with and into Legacy SoFi, with Legacy SoFi surviving the merger as a wholly-owned subsidiary of the Issuer. 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.