Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Peraso Inc.PRSO · Entity 8062 | Director | January 07, 2026 | January 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.
Peraso Inc.
Report date January 07, 2026 · Filed January 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,292 |
Reported balance
After 2026-01-07 transaction · row 1
1 source rowRow 1 · 2026-01-07 · Grant · Acquired 50,000 · Balance 54,292 F1: Restricted Stock Unit ("RSU") award granted on January 7, 2026. Each RSU represents a contingent right to receive one share of the Issuer's common stock once vested. The entire award vests and becomes non-forfeitable on January 7, 2027, or, if earlier, the date of the next annual meeting of stockholders of the Issuer following January 7, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Unit ("RSU") award granted on January 7, 2026. Each RSU represents a contingent right to receive one share of the Issuer's common stock once vested. The entire award vests and becomes non-forfeitable on January 7, 2027, or, if earlier, the date of the next annual meeting of stockholders of the Issuer following January 7, 2026.
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 07, 2026 Filed Jan 9, 2026 22:00 UTC | Peraso Inc. PRSO · Entity 8062 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-002987 · ownership.xml · nonDerivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,292 F1 · shares: Restricted Stock Unit ("RSU") award granted on January 7, 2026. Each RSU represents a contingent right to receive one share of the Issuer's common stock once vested. The entire award vests and becomes non-forfeitable on January 7, 2027, or, if earlier, the date of the next annual meeting of stockholders of the Issuer following January 7, 2026. Read SEC document |
| January 17, 2025 Filed Jan 24, 2025 01:37 UTC | Peraso Inc. PRSO · Entity 8062 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-006140 · ownership.xml · nonDerivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,292 F1 · shares: Restricted Stock Unit ("RSU") award granted on January 17, 2025. Each RSU represents a contingent right to receive one share of the Issuer's common stock once vested. The entire award vests and becomes non-forfeitable on January 17, 2026, or, if earlier, the date of the next annual meeting of stockholders of the Issuer following January 17, 2025. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:30 UTC | Peraso Inc. PRSO · Entity 8062 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-018517 · ownership.xml · nonDerivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,792 F1 · shares: Restricted Stock Unit ("RSU") award granted on February 27, 2024. Each RSU represents a contingent right to receive one share of the Issuer's common stock once vested. The entire award vests and becomes non-forfeitable on February 27, 2025, or, if earlier, the date of the next annual meeting of stockholders of the Issuer following February 27, 2024. Read SEC document |
| February 03, 2023 Filed Feb 8, 2023 02:27 UTC | Peraso Inc. PRSO · Entity 8062 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-009096 · ownership.xml · nonDerivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,677 F1 · shares: Restricted Stock Unit ("RSU") award granted on February 3, 2023. Each RSU represents a contingent right to receive one share of the Issuer's common stock once vested. The entire award vests and becomes non-forfeitable on February 3, 2024, or, if earlier, the date of the next annual meeting of stockholders of the Issuer following February 3, 2023. Read SEC document |
| December 16, 2022 Filed Dec 21, 2022 02:49 UTC | Peraso Inc. PRSO · Entity 8062 | Tax withholdingCommon Stock | 4,323 | $1.00 | $4,323.00 |
DisclosureSEC source: 0001213900-22-081556 · ownership.xml · nonDerivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,677 F1 · security: Includes restricted stock units ("RSUs"), which vest as to one-sixth of the shares subject to the RSUs on each semi-annual anniversary of December 17, 2021. Each RSU represents a contingent right to receive one share of the Issuer's common stock once vested. F2 · shares: Represents the number of shares of the Issuer's common stock withheld to satisfy the reporting person's tax obligation in connection with the settlement of shares of common stock underlying the portion of the RSUs that vested on December 16, 2022. Read SEC document |
| April 15, 2022 Filed Apr 19, 2022 23:17 UTC | Peraso Inc. PRSO · Entity 8062 | GrantCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-024840 · doc4.xml · nonDerivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,000 F1 · shares: Restricted Stock Unit ("RSU") award granted on April 15, 2022. Each RSU represents a contingent right to receive one share of the Company's common stock once vested. The RSUs vest as to one-sixth of the shares on each semi-annual anniversary of December 17, 2021. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 13:39 UTC | Peraso Inc. MOSY · Entity 8062 | PurchaseCommon Stock | 5,000 | $3.94 | $19,700.00 |
DisclosureSEC source: 0001209191-21-069363 · doc4.xml · nonDerivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,250 F1 · shares: Shares were purchased by the reporting person in a joint account with the reporting person's spouse. Read SEC document |
| February 03, 2021 Filed Feb 6, 2021 00:44 UTC | Peraso Inc. MOSY · Entity 8062 | GrantCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-008314 · doc4.xml · nonDerivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,750 F1 · security: On February 3, 2021, the reporting person was granted the number of restricted stock units ("RSUs") in Table 1, Box 4 above. Each RSU represents a contingent right to receive one share of the Company's common stock once vested. The entire award vests and becomes non-forfeitable on November 15, 2021, subject to reporting person's continuous service with the Company. F1 · price: On February 3, 2021, the reporting person was granted the number of restricted stock units ("RSUs") in Table 1, Box 4 above. Each RSU represents a contingent right to receive one share of the Company's common stock once vested. The entire award vests and becomes non-forfeitable on November 15, 2021, subject to reporting person's continuous service with the Company. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 18:47 UTC | Peraso Inc. MOSY · Entity 8062 | GrantOption to puchase common stock · Derivative | 60,000 | $1.57 Strike: $1.57 | $94,200.00 |
DisclosureSEC source: 0000899243-19-027914 · doc4.xml · derivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,500 Underlying: Common Stock · 60,000 shares Expires 2029-11-20 F1 · security: On November 20, 2019, the reporting person was granted 60,000 options. The options vest monthly over thirty-six months. Read SEC document |
| August 06, 2019 Filed Aug 9, 2019 21:31 UTC | Peraso Inc. MOSY · Entity 8062 | GrantRestricted Stock Units | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-021479 · doc4.xml · nonDerivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,000 F1 · price: On February 6, 2019, the reporting person was granted 450,000 restricted stock units. The restricted stock units (RSUs) vest as to one-sixth of the shares subject to the RSUs on each semi-annual anniversary of February 6, 2019. Amounts shown represent the conversion of the RSUs into common stock on a one-for-one basis upon vesting. Read SEC document |
| February 06, 2019 Filed Feb 9, 2019 00:01 UTC | Peraso Inc. MOSY · Entity 8062 | Disposition to issuerOption to purchase Common Stock · Derivative | 300,000 | $0.20 Strike: $0.20 | $58,800.00 |
DisclosureSEC source: 0001645383-19-000010 · primary_doc.xml · derivative · entry 2 Lewis Daniel Lee · CIK 0001718088 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2029-02-06 F2 · security: Options vest monthly over thirty-six months Read SEC document |
| February 06, 2019 Filed Feb 9, 2019 00:01 UTC | Peraso Inc. MOSY · Entity 8062 | GrantRestricted Stock Units | 450,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001645383-19-000010 · primary_doc.xml · nonDerivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 F1 · price: Restricted stock units vest in 6 equal installments on August 6, 2019, February 6, 2020, August 6, 2020, February 6, 2021, August 6, 2021 and February 6, 2022 Read SEC document |
| February 01, 2019 Filed Feb 6, 2019 00:54 UTC | Peraso Inc. MOSY · Entity 8062 | GrantCommon Stock | 20,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001645383-19-000005 · primary_doc.xml · nonDerivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · price: Restricted Stock Unit ("RSU") award granted February 1, 2018. Each RSU represents a contingent right to receive one share of the Company's common stock once vested. The entire award vested on February 1, 2019. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 23:21 UTC | Peraso Inc. MOSY · Entity 8062 | PurchaseCommon Stock | 50,000 | $0.19 | $9,680.00 |
DisclosureSEC source: 0001645383-18-000017 · primary_doc.xml · nonDerivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 17:50 UTC | Peraso Inc. MOSY · Entity 8062 | GrantRestricted Stock Units | 20,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001645383-18-000003 · primary_doc.xml · nonDerivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · price: Restricted Stock Unit ("RSU") award granted February 1, 2018. Each RSU represents a contingent right to receive one share of the Company's common stock once vested. The entire award vests and becomes non-forfeitable on February 1, 2019. Read SEC document |
| January 04, 2018 Filed Jan 8, 2018 16:28 UTC | Peraso Inc. MOSY · Entity 8062 | Disposition to issuerOption to purchase common stock · Derivative | 20,000 | $1.28 Strike: $1.28 | $25,600.00 |
DisclosureSEC source: 0001645383-18-000002 · primary_doc.xml · derivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2024-01-04 F1 · security: Option vests on each anniversary of the Vesting Commencement Date, September 26, 2017, at the rate of 1/3 of the total number of shares subject to the option Read SEC document |
| October 19, 2017 Filed Nov 2, 2017 18:28 UTC | Peraso Inc. MOSY · Entity 8062 | Disposition to issuerOption to purchase common stock · Derivative | 80,000 | $0.75 Strike: $0.75 | $60,000.00 |
DisclosureSEC source: 0001645383-17-000028 · primary_doc.xml · derivative · entry 1 Lewis Daniel Lee · CIK 0001718088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 shares Expires 2023-10-19 F1 · security: Options vest on each anniversary of September 26, 2017 at the rate of 1/3 of the total number of shares subject to the option. 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.