Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Exceptionalism Acquisition Corp. AAEXA · Entity 5376 | Chief Executive Officer | September 25, 2025 | December 30, 2025 |
| CLOVER HEALTH INVESTMENTS, CORP. /DEIPOC · Entity 4419 | Chief Financial Officer | April 21, 2020 | April 21, 2020 |
| Opendoor Technologies Inc.IPOB · Entity 4242 | Chief Financial Officer | April 27, 2020 | April 27, 2020 |
| Social Capital Hedosophia Holdings Corp. IVIPOD · Entity 134457 | Chief Financial Officer | October 08, 2020 | October 09, 2020 |
| Social Capital Hedosophia Holdings Corp. VIIPOF · Entity 134562 | Chief Financial Officer | October 08, 2020 | October 09, 2020 |
| Virgin Galactic Holdings, IncIPOA · Entity 5565 | CFO | March 08, 2019 | March 11, 2019 |
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.
American Exceptionalism Acquisition Corp. A
Report date September 25, 2025 · Filed December 30, 2025 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
This filing explicitly reported no securities owned.
CLOVER HEALTH INVESTMENTS, CORP. /DE
Report date April 21, 2020 · Filed April 21, 2020
This filing explicitly reported no securities owned.
Opendoor Technologies Inc.
Report date April 27, 2020 · Filed April 27, 2020
This filing explicitly reported no securities owned.
Social Capital Hedosophia Holdings Corp. IV
Report date October 08, 2020 · Filed October 09, 2020
This filing explicitly reported no securities owned.
Social Capital Hedosophia Holdings Corp. VI
Report date October 08, 2020 · Filed October 09, 2020
This filing explicitly reported no securities owned.
Virgin Galactic Holdings, Inc
Report date March 08, 2019 · Filed March 11, 2019
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SoFi Technologies, Inc.
Report date May 28, 2021 · Filed June 02, 2021
Section 16 reporting ended · disclosed 2021-06-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectThe Steven Trieu Living Trust dtd 4.3.12 | 240,000 |
Reported balance
After 2021-05-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-05-28 · Grant · Acquired 240,000 · Balance 240,000 |
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 |
|---|---|---|---|---|---|---|
| May 28, 2021 Filed Jun 2, 2021 20:50 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantClass A Common Stock | 240,000 | $10.00 | $2,400,000.00 |
DisclosureSEC source: 0001104659-21-075801 · tm2118292d1_4.xml · nonDerivative · entry 1 Trieu Steven · CIK 0001769175 · FORMER OFFICER 10b5-1 filing: Not disclosed Ownership: Indirect · The Steven Trieu Living Trust dtd 4.3.12 Disclosed balance after: 240,000 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.