Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SoFi Technologies, Inc.SOFI · Entity 3232 | General Counsel | December 15, 2025 | December 17, 2025 |
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.
SoFi Technologies, Inc.
Report date December 15, 2025 · Filed December 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 235,833 |
Ending reported balance
After 2025-12-16 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-12-15 · Exercise / conversion · Acquired 71,353 · Balance 274,048 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. Row 2 · 2025-12-15 · Exercise / conversion · Acquired 6,534 · Balance 280,582 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. Row 3 · 2025-12-16 · Tax withholding · Disposed 44,749 · Balance 235,833 F2: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 713,532 |
Reported balance
After 2025-12-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-15 · Exercise / conversion · Disposed 71,353 · Balance 713,532 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F3: Represents the settlement of a portion of RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 84,940 |
Reported balance
After 2025-12-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-12-15 · Exercise / conversion · Disposed 6,534 · Balance 84,940 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F4: Represents the settlement of a portion of RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 12, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration.
F2: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person.
F3: Represents the settlement of a portion of RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024.
F4: Represents the settlement of a portion of RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 12, 2025.
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 |
|---|---|---|---|---|---|---|
| December 16, 2025 Filed Dec 17, 2025 17:30 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 44,749 | $26.26 | $1,175,019.24 |
DisclosureSEC source: 0002028884-25-000005 · wk-form4_1766010652.xml · nonDerivative · entry 3 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,833 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 17:30 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 6,534 | $0.00 | $0.00 |
DisclosureSEC source: 0002028884-25-000005 · wk-form4_1766010652.xml · derivative · entry 5 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,940 Underlying: Common Stock · 6,534 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F4 · derivative.exercise_date: Represents the settlement of a portion of RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 12, 2025. F4 · derivative.expiration_date: Represents the settlement of a portion of RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 12, 2025. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 17:30 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 71,353 | $0.00 | $0.00 |
DisclosureSEC source: 0002028884-25-000005 · wk-form4_1766010652.xml · derivative · entry 4 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 713,532 Underlying: Common Stock · 71,353 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F3 · derivative.exercise_date: Represents the settlement of a portion of RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024. F3 · derivative.expiration_date: Represents the settlement of a portion of RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 17:30 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 6,534 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002028884-25-000005 · wk-form4_1766010652.xml · nonDerivative · entry 2 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,582 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 17:30 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 71,353 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002028884-25-000005 · wk-form4_1766010652.xml · nonDerivative · entry 1 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,048 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 18:07 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 39,116 | $26.99 | $1,055,701.72 |
DisclosureSEC source: 0002028884-25-000003 · wk-form4_1758146817.xml · nonDerivative · entry 3 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,695 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 18:07 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 6,534 | $0.00 | $0.00 |
DisclosureSEC source: 0002028884-25-000003 · wk-form4_1758146817.xml · derivative · entry 5 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,474 Underlying: Common Stock · 6,534 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F4 · derivative.exercise_date: Represents the settlement of a portion of RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 12, 2025. F4 · derivative.expiration_date: Represents the settlement of a portion of RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 12, 2025. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 18:07 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 71,353 | $0.00 | $0.00 |
DisclosureSEC source: 0002028884-25-000003 · wk-form4_1758146817.xml · derivative · entry 4 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 784,885 Underlying: Common Stock · 71,353 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F3 · derivative.exercise_date: Represents the settlement of a portion of RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024. F3 · derivative.expiration_date: Represents the settlement of a portion of RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 18:07 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 6,534 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002028884-25-000003 · wk-form4_1758146817.xml · nonDerivative · entry 2 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,811 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 18:07 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 71,353 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002028884-25-000003 · wk-form4_1758146817.xml · nonDerivative · entry 1 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,277 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 18:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 38,222 | $14.66 | $560,258.08 |
DisclosureSEC source: 0001818874-25-000129 · wk-form4_1750287308.xml · nonDerivative · entry 3 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,924 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 18:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 6,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-25-000129 · wk-form4_1750287308.xml · derivative · entry 5 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,008 Underlying: Common Stock · 6,533 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F4 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 12, 2025. F4 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 12, 2025. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 18:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 71,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-25-000129 · wk-form4_1750287308.xml · derivative · entry 4 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 856,238 Underlying: Common Stock · 71,353 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 18:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 6,533 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000129 · wk-form4_1750287308.xml · nonDerivative · entry 2 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,146 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 18:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 71,353 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000129 · wk-form4_1750287308.xml · nonDerivative · entry 1 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,613 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:32 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 24,420 | $12.16 | $297,020.46 |
DisclosureSEC source: 0001818874-25-000042 · wk-form4_1742344326.xml · nonDerivative · entry 2 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,260 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 20:32 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 71,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-25-000042 · wk-form4_1742344326.xml · derivative · entry 3 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 927,591 Underlying: Common Stock · 71,353 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 20:32 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 71,353 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000042 · wk-form4_1742344326.xml · nonDerivative · entry 1 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,680 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 18:04 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 104,541 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000026 · wk-form4_1741817039.xml · derivative · entry 1 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,541 Underlying: Common Stock · 104,541 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.exercise_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest over a period of four years as follows: 6.25% of the award shall vest three months after March 14, 2025, and 6.25% shall vest each quarter thereafter for the following fifteen quarters, in each case, subject to the reporting person's continued service with the Issuer through the applicable vesting date. F2 · derivative.expiration_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest over a period of four years as follows: 6.25% of the award shall vest three months after March 14, 2025, and 6.25% shall vest each quarter thereafter for the following fifteen quarters, in each case, subject to the reporting person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| December 18, 2024 Filed Dec 18, 2024 18:57 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 65,379 | $16.43 | $1,074,242.35 |
DisclosureSEC source: 0001818874-24-000268 · wk-form4_1734566226.xml · nonDerivative · entry 2 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,327 F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 18:57 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 142,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-24-000268 · wk-form4_1734566226.xml · derivative · entry 3 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 998,944 Underlying: Common Stock · 142,706 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024. F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 18:57 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 142,706 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-24-000268 · wk-form4_1734566226.xml · nonDerivative · entry 1 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,706 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. Read SEC document |
| July 08, 2024 Filed Jul 10, 2024 18:00 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 1,141,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-24-000166 · wk-form4_1720648836.xml · derivative · entry 1 Simcock Stephen · CIK 0002028884 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,141,650 Underlying: Common Stock · 1,141,650 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.exercise_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest over a period of four years beginning with the quarterly vesting date in June 2024 (the "vesting commencement date") as follows: twelve and a half percent (12.5%) of the award shall vest six months after the vesting commencement date and six and twenty-five hundredths percent (6.25%) shall vest in equal installments each quarter thereafter for the following fourteen quarters, in each case, subject to the reporting person's continued service with the Issuer through the applicable vesting date. F2 · derivative.expiration_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest over a period of four years beginning with the quarterly vesting date in June 2024 (the "vesting commencement date") as follows: twelve and a half percent (12.5%) of the award shall vest six months after the vesting commencement date and six and twenty-five hundredths percent (6.25%) shall vest in equal installments each quarter thereafter for the following fourteen quarters, in each case, subject to the reporting person's continued service with the Issuer through the applicable vesting date. 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.