Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Serve Robotics Inc. /DE/SERV · Entity 5633 | Chief Software & Data Officer | March 13, 2026 | March 16, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Serve Robotics Inc. /DE/
Report date March 13, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 540,919 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Sale · Disposed 3,567 · Balance 540,919 F1: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person.
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 13, 2026 Filed Mar 16, 2026 20:07 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 3,567 | $9.82 | $35,027.94 |
DisclosureSEC source: 0002044520-26-000008 · wk-form4_1773691656.xml · nonDerivative · entry 1 Armenta Anthony · CIK 0002044520 · Chief Software & Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 540,919 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 22:35 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 3,432 | $9.38 | $32,192.16 |
DisclosureSEC source: 0002044520-26-000006 · wk-form4_1771367748.xml · nonDerivative · entry 1 Armenta Anthony · CIK 0002044520 · Chief Software & Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 544,486 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| February 04, 2026 Filed Feb 5, 2026 22:52 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 3,223 | $10.33 | $33,293.59 |
DisclosureSEC source: 0002044520-26-000004 · wk-form4_1770331931.xml · nonDerivative · entry 1 Armenta Anthony · CIK 0002044520 · Chief Software & Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 547,918 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| January 13, 2026 Filed Jan 14, 2026 21:23 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 3,893 | $14.27 | $55,553.11 |
DisclosureSEC source: 0002044520-26-000002 · wk-form4_1768425798.xml · nonDerivative · entry 1 Armenta Anthony · CIK 0002044520 · Chief Software & Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551,141 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 22:02 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,003 | $11.96 | $59,835.88 |
DisclosureSEC source: 0002044520-25-000005 · wk-form4_1765922568.xml · nonDerivative · entry 1 Armenta Anthony · CIK 0002044520 · Chief Software & Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 555,034 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| November 14, 2025 Filed Nov 19, 2025 01:01 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 49,082 | $9.32 | $457,296.99 |
DisclosureSEC source: 0001193125-25-286615 · ownership.xml · nonDerivative · entry 1 Armenta Anthony · CIK 0002044520 · Chief Software & Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560,037 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| November 05, 2025 Filed Nov 6, 2025 00:26 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 3,545 | $11.63 | $41,228.35 |
DisclosureSEC source: 0002044520-25-000003 · wk-form4_1762388816.xml · nonDerivative · entry 1 Armenta Anthony · CIK 0002044520 · Chief Software & Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 609,119 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| August 05, 2025 Filed Aug 6, 2025 22:21 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 2,915 | $10.68 | $31,132.20 |
DisclosureSEC source: 0001832483-25-000082 · wk-form4_1754518858.xml · nonDerivative · entry 1 Armenta Anthony · CIK 0002044520 · Chief Software & Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 612,664 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations relating to the acquisition of shares of the Issuer's common stock in connection with the settlement of the vested portion of RSUs pursuant to provisions of a restricted stock unit agreement by and between the Issuer and the Reporting Person. Read SEC document |
| July 22, 2025 Filed Jul 23, 2025 22:24 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 138,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001832483-25-000061 · wk-form4_1753309482.xml · nonDerivative · entry 1 Armenta Anthony · CIK 0002044520 · Chief Software & Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 615,579 F1 · shares: Represents shares of Common Stock underlying a time-based restricted stock unit award ("RSU"). The RSU will vest as to 1/16th of the total number of shares on August 1, 2025 and 1/16th of the total number of shares on the same day of each quarter thereafter, subject to the Reporting Person's continuous service status through each vesting date. Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 21:49 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 440,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-126439 · ownership.xml · nonDerivative · entry 1 Armenta Anthony · CIK 0002044520 · Chief Software & Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476,715 F1 · shares: Represents shares of Common Stock underlying a time-based restricted stock unit award ("RSU"). The RSU will vest as to 1/4th of the total number of shares on the 1-year anniversary of November 11, 2024 (the "Cliff Period"), and 1/48th of the total number of shares shall vest on each monthly anniversary thereafter, for a total vesting period of 48 months. The equity award is subject to a pro rata acceleration upon an Involuntary Termination or Resignation for Good Reason (each as defined in the Offer Letter, dated as of November 2, 2024, by and between the Reporting Person and Serve Operating Co.) within the Cliff Period based on the number of months of service provided to the Company. 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.