Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LendingTree, Inc.TREE · Entity 5694 | Chief Accounting Officer | March 10, 2026 | March 12, 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.
LendingTree, Inc.
Report date March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,600 |
Ending reported balance
After 2026-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-10 · Exercise / conversion · Acquired 4,166 · Balance 20,785 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2026-03-10 · Tax withholding · Disposed 1,185 · Balance 19,600 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,334 |
Reported balance
After 2026-03-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-10 · Exercise / conversion · Disposed 4,166 · Balance 8,334 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: These restricted stock units will vest in three substantially equal annual installments beginning on March 10, 2026, in accordance with the terms of the original award agreement. |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 18 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 18 |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 18 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 18 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: These restricted stock units will vest in three substantially equal annual installments beginning on March 10, 2026, in accordance with the terms of the original award agreement.
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 |
|---|---|---|---|---|---|---|
| February 06, 2018 Filed Feb 8, 2018 15:09 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 4,800 | $0.00 Strike: $26.59 | $0.00 |
DisclosureSEC source: 0001179110-18-001756 · edgar.xml · derivative · entry 9 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,200 Underlying: Common Stock · 4,800 shares Expires 2024-08-06 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 |
| February 06, 2018 Filed Feb 8, 2018 15:09 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 500 | $346.93 | $173,465.00 |
DisclosureSEC source: 0001179110-18-001756 · edgar.xml · nonDerivative · entry 8 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,427 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 6, 2017. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 15:09 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 1,600 | $345.56 | $552,896.00 |
DisclosureSEC source: 0001179110-18-001756 · edgar.xml · nonDerivative · entry 7 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,927 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 6, 2017. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 15:09 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 1,100 | $344.76 | $379,236.00 |
DisclosureSEC source: 0001179110-18-001756 · edgar.xml · nonDerivative · entry 6 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,527 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 6, 2017. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 15:09 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 300 | $343.30 | $102,990.00 |
DisclosureSEC source: 0001179110-18-001756 · edgar.xml · nonDerivative · entry 5 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,627 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 6, 2017. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 15:09 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 400 | $341.90 | $136,760.00 |
DisclosureSEC source: 0001179110-18-001756 · edgar.xml · nonDerivative · entry 4 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,927 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 6, 2017. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 15:09 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 400 | $339.74 | $135,896.00 |
DisclosureSEC source: 0001179110-18-001756 · edgar.xml · nonDerivative · entry 3 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,327 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 6, 2017. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 15:09 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 500 | $337.20 | $168,600.00 |
DisclosureSEC source: 0001179110-18-001756 · edgar.xml · nonDerivative · entry 2 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,727 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 6, 2017. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 15:09 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 4,800 | $26.59 | $127,632.00 |
DisclosureSEC source: 0001179110-18-001756 · edgar.xml · nonDerivative · entry 1 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,227 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 |
| November 16, 2017 Filed Nov 21, 2017 16:00 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 2,414 | $0.00 Strike: $33.59 | $0.00 |
DisclosureSEC source: 0001179110-17-014404 · edgar.xml · derivative · entry 3 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,414 shares Expires 2024-02-19 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 · derivative.exercise_date: These options to purchase common stock vested in three equal annual installments beginning on February 19, 2015 in accordance with the terms of the original award agreement. Read SEC document |
| November 16, 2017 Filed Nov 21, 2017 16:00 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 2,414 | $275.00 | $663,850.00 |
DisclosureSEC source: 0001179110-17-014404 · edgar.xml · nonDerivative · entry 2 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,427 Read SEC document |
| November 16, 2017 Filed Nov 21, 2017 16:00 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 2,414 | $33.59 | $81,086.26 |
DisclosureSEC source: 0001179110-17-014404 · edgar.xml · nonDerivative · entry 1 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,841 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 |
| April 20, 2017 Filed Apr 21, 2017 19:33 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 10,500 | $0.00 Strike: $26.59 | $0.00 |
DisclosureSEC source: 0001179110-17-006139 · edgar.xml · derivative · entry 3 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,500 shares Expires 2024-08-06 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 |
| April 20, 2017 Filed Apr 21, 2017 19:33 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 10,500 | $125.00 | $1,312,500.00 |
DisclosureSEC source: 0001179110-17-006139 · edgar.xml · nonDerivative · entry 2 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,427 F1 · kind: The exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 3, 2017. Read SEC document |
| April 20, 2017 Filed Apr 21, 2017 19:33 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 10,500 | $26.59 | $279,195.00 |
DisclosureSEC source: 0001179110-17-006139 · edgar.xml · nonDerivative · entry 1 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,927 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 · kind: The exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 3, 2017. Read SEC document |
| February 23, 2017 Filed Feb 23, 2017 19:15 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 2,500 | $0.00 Strike: $26.59 | $0.00 |
DisclosureSEC source: 0001179110-17-003012 · edgar.xml · derivative · entry 6 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,500 Underlying: Common Stock · 2,500 shares Expires 2024-08-06 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 |
| February 23, 2017 Filed Feb 23, 2017 19:15 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 2,500 | $125.00 | $312,500.00 |
DisclosureSEC source: 0001179110-17-003012 · edgar.xml · nonDerivative · entry 4 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,427 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 7, 2016. Read SEC document |
| February 23, 2017 Filed Feb 23, 2017 19:15 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 2,500 | $26.59 | $66,475.00 |
DisclosureSEC source: 0001179110-17-003012 · edgar.xml · nonDerivative · entry 3 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,927 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 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 7, 2016. Read SEC document |
| February 19, 2017 Filed Feb 23, 2017 19:15 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionRestricted Stock Units · Derivative | 646 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-003012 · edgar.xml · derivative · entry 5 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 646 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. F1 · derivative.exercise_date: These restricted stock units vested in full on February 19, 2017 in accordance with the terms of the original award agreement. F1 · derivative.expiration_date: These restricted stock units vested in full on February 19, 2017 in accordance with the terms of the original award agreement. Read SEC document |
| February 19, 2017 Filed Feb 23, 2017 19:15 UTC | LendingTree, Inc. TREE · Entity 5694 | Tax withholdingCommon Stock | 249 | $112.95 | $28,124.55 |
DisclosureSEC source: 0001179110-17-003012 · edgar.xml · nonDerivative · entry 2 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,427 Read SEC document |
| February 19, 2017 Filed Feb 23, 2017 19:15 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-003012 · edgar.xml · nonDerivative · entry 1 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,676 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 |
| January 10, 2017 Filed Jan 12, 2017 14:01 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 2,000 | $105.00 | $210,000.00 |
DisclosureSEC source: 0001179110-17-000912 · edgar.xml · nonDerivative · entry 1 Shumate Carla · CIK 0001567362 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,030 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 7, 2016. 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.