Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Investview, Inc.INVU · Entity 7528 | Director | January 28, 2026 | January 30, 2026 |
| UWM Holdings CorpUWMC · Entity 261 | Director | October 31, 2024 | November 04, 2024 |
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.
Investview, Inc.
Report date January 28, 2026 · Filed January 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.05 · Expires 2033-01-28 | Direct | 25,000,000 |
Reported balance
After 2026-01-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-28 · Grant · Acquired 25,000,000 · Balance 25,000,000 F1: 5,000,000 shares vest on each of February 5, 2027, February 5, 2028, February 5, 2029, February 5, 2030, and February 5, 2031. |
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 1,050,000 |
Reported balance
Holding disclosure · report date 2026-01-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,050,000 |
Filing footnotes · ownership attribution and instrument terms
F1: 5,000,000 shares vest on each of February 5, 2027, February 5, 2028, February 5, 2029, February 5, 2030, and February 5, 2031.
UWM Holdings Corp
Report date October 31, 2024 · Filed November 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 208,507 |
Reported balance
After 2024-10-31 transaction · row 1
1 source rowRow 1 · 2024-10-31 · Grant · Acquired 3,782 · Balance 208,507 F1: Represents the annual equity award to non-employee directors; shares were awarded under the the 2020 Omnibus Incentive Plan and were fully vested upon grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the annual equity award to non-employee directors; shares were awarded under the the 2020 Omnibus Incentive Plan and were fully vested upon grant.
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 |
|---|---|---|---|---|---|---|
| January 28, 2026 Filed Jan 30, 2026 20:39 UTC | Investview, Inc. INVU · Entity 7528 | GrantStock Option (right to buy) · Derivative | 25,000,000 | $0.00 Strike: $0.05 | $0.00 |
DisclosureSEC source: 0001493152-26-004464 · ownership.xml · derivative · entry 2 Verdun Robert · CIK 0001841894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000,000 Underlying: Common Stock · 25,000,000 shares Expires 2033-01-28 F1 · derivative.exercise_date: 5,000,000 shares vest on each of February 5, 2027, February 5, 2028, February 5, 2029, February 5, 2030, and February 5, 2031. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:24 UTC | UWM Holdings Corp UWMC · Entity 261 | GrantClass A Common Stock | 3,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001841894-24-000002 · wk-form4_1730755436.xml · nonDerivative · entry 1 Verdun Robert · CIK 0001841894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,507 F1 · price: Represents the annual equity award to non-employee directors; shares were awarded under the the 2020 Omnibus Incentive Plan and were fully vested upon grant. Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 14:18 UTC | UWM Holdings Corp UWMC · Entity 261 | PurchaseClass A Common Stock | 40,000 | $5.20 | $208,000.00 |
DisclosureSEC source: 0001841894-23-000005 · wk-form4_1694701103.xml · nonDerivative · entry 1 Verdun Robert · CIK 0001841894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,725 Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 19:00 UTC | UWM Holdings Corp UWMC · Entity 261 | GrantClass A Common Stock | 1,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001841894-23-000003 · wk-form4_1686337227.xml · nonDerivative · entry 1 Verdun Robert · CIK 0001841894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,725 F1 · shares: Represents the annual equity award to non-employee directors; shares were awarded under the the 2020 Omnibus Incentive Plan and were fully vested upon grant. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 20:19 UTC | UWM Holdings Corp UWMC · Entity 261 | GrantClass A Common Stock | 1,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001841894-22-000002 · wf-form4_165489235100539.xml · nonDerivative · entry 1 Verdun Robert · CIK 0001841894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,877 F1 · kind: Represents the annual equity award to non-employee directors; shares were awarded under the the 2020 Omnibus Incentive Plan and were fully vested upon grant. Read SEC document |
| June 08, 2021 Filed Jun 9, 2021 17:43 UTC | UWM Holdings Corp UWMC · Entity 261 | PurchaseClass A Common Stock | 25,000 | $9.15 | $228,750.00 |
DisclosureSEC source: 0000899243-21-022758 · doc4.xml · nonDerivative · entry 2 Verdun Robert · CIK 0001841894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,000 F2 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $9.05 to $9.28 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 17:43 UTC | UWM Holdings Corp UWMC · Entity 261 | PurchaseClass A Common Stock | 25,000 | $9.10 | $227,500.00 |
DisclosureSEC source: 0000899243-21-022758 · doc4.xml · nonDerivative · entry 1 Verdun Robert · CIK 0001841894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,000 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $8.99 to $9.14 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| April 02, 2021 Filed Apr 6, 2021 21:46 UTC | UWM Holdings Corp UWMC · Entity 261 | GrantClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001783398-21-000022 · wf-form4_161774546738285.xml · nonDerivative · entry 1 Verdun Robert · CIK 0001841894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,000 F1 · kind: Represents the annual equity award to non-employee directors; shares were awarded under the the 2020 Omnibus Incentive Plan and were fully vested upon grant. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:36 UTC | UWM Holdings Corp UWMC · Entity 261 | PurchaseClass A Common Stock | 60,000 | $7.97 | $478,020.00 |
DisclosureSEC source: 0000899243-21-009546 · doc4.xml · nonDerivative · entry 1 Verdun Robert · CIK 0001841894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 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.