Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Serve Robotics Inc. /DE/SERV · Entity 5633 | General Counsel | March 06, 2026 | March 09, 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 06, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 202,294 |
Reported balance
After 2026-03-06 transaction · row 1
1 source rowRow 1 · 2026-03-06 · Sale · Disposed 538 · Balance 202,294 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 06, 2026 Filed Mar 9, 2026 21:04 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 538 | $9.44 | $5,078.72 |
DisclosureSEC source: 0002040436-26-000008 · wk-form4_1773090282.xml · nonDerivative · entry 1 Dunn Evan · CIK 0002040436 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,294 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 06, 2026 Filed Feb 9, 2026 21:20 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 688 | $9.56 | $6,577.28 |
DisclosureSEC source: 0002040436-26-000006 · wk-form4_1770672017.xml · nonDerivative · entry 1 Dunn Evan · CIK 0002040436 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,832 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 | 2,700 | $10.33 | $27,891.00 |
DisclosureSEC source: 0002040436-26-000004 · wk-form4_1770331941.xml · nonDerivative · entry 1 Dunn Evan · CIK 0002040436 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,520 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 06, 2026 Filed Jan 7, 2026 21:53 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 598 | $12.81 | $7,660.38 |
DisclosureSEC source: 0002040436-26-000002 · wk-form4_1767822828.xml · nonDerivative · entry 1 Dunn Evan · CIK 0002040436 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,220 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 08, 2025 Filed Dec 9, 2025 21:39 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 504 | $13.42 | $6,763.68 |
DisclosureSEC source: 0002040436-25-000009 · wk-form4_1765316356.xml · nonDerivative · entry 1 Dunn Evan · CIK 0002040436 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,818 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 | 2,987 | $11.62 | $34,708.94 |
DisclosureSEC source: 0002040436-25-000007 · wk-form4_1762388786.xml · nonDerivative · entry 1 Dunn Evan · CIK 0002040436 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,322 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. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $11.60 to $11.74, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 07, 2025 Filed Oct 7, 2025 21:52 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 15,000 | $15.12 | $226,800.00 |
DisclosureSEC source: 0002040436-25-000005 · wk-form4_1759873931.xml · nonDerivative · entry 2 Dunn Evan · CIK 0002040436 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 210,309 F2 · shares: Represents 15,000 shares of the Issuer's common stock sold pursuant to a Rule 10b5-1 sales plan, adopted by the Reporting Person on May 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $15.11 to $15.14, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 07, 2025 Filed Oct 7, 2025 21:52 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,458 | $15.01 | $81,924.58 |
DisclosureSEC source: 0002040436-25-000005 · wk-form4_1759873931.xml · nonDerivative · entry 1 Dunn Evan · CIK 0002040436 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 225,309 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 25, 2025 Filed Aug 25, 2025 20:20 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 5,000 | $10.01 | $50,050.00 |
DisclosureSEC source: 0002040436-25-000003 · wk-form4_1756153256.xml · nonDerivative · entry 1 Dunn Evan · CIK 0002040436 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,767 Read SEC document |
| August 05, 2025 Filed Aug 6, 2025 21:59 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | SaleCommon Stock | 2,015 | $10.68 | $21,520.20 |
DisclosureSEC source: 0001832483-25-000080 · wk-form4_1754517554.xml · nonDerivative · entry 1 Dunn Evan · CIK 0002040436 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,767 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 22:43 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 137,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001832483-25-000067 · wk-form4_1753310200.xml · nonDerivative · entry 1 Dunn Evan · CIK 0002040436 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,782 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 |
| October 09, 2024 Filed Oct 9, 2024 20:55 UTC | Serve Robotics Inc. /DE/ SERV · Entity 5633 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-113784 · ownership.xml · nonDerivative · entry 1 Dunn Evan · CIK 0002040436 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 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 October 7, 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 September 28, 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.