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person · Reporting owner

White Derek J

Disclosed activity across 2 companies

Tapewire entity
75243
SEC CIK
0001778401

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
US BANCORP DEUSB · Entity 2923Vice ChairFebruary 14, 2020February 19, 2020

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.

US BANCORP DE

Report date February 14, 2020 · Filed February 19, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, $0.01 par valueSEC Table I · non-derivativeDirect39,363 Reported balance After 2020-02-14 transaction · row 1
1 source row

Row 1 · 2020-02-14 · Tax withholding · Disposed 2,892 · Balance 39,363

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 September 15, 2025 · Filed September 17, 2025

Section 16 reporting ended · disclosed 2025-09-17. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect1,096,513 Ending reported balance After 2025-09-16 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2025-09-15 · Exercise / conversion · Acquired 78,964 · Balance 1,128,347

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 · 2025-09-15 · Exercise / conversion · Acquired 4,356 · Balance 1,132,703

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 · 2025-09-16 · Tax withholding · Disposed 36,190 · Balance 1,096,513

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 securityDirect430,263 Reported balance After 2025-09-15 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2025-09-15 · Exercise / conversion · Disposed 78,964 · Balance 430,263

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 the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on March 22, 2023 and March 13, 2024.

Restricted Stock UnitSEC Table II · derivative / convertible securityDirect252,641 Reported balance After 2025-09-15 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2025-09-15 · Exercise / conversion · Disposed 4,356 · Balance 252,641

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 the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on March 22, 2023 and March 13, 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 16, 2025 Filed Sep 17, 2025 22:09 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 36,190 $26.99 $976,731.91
Disclosure

SEC source: 0001778401-25-000005 · wk-form4_1758146939.xml · nonDerivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,096,513

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 22:09 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 4,356 $0.00 $0.00
Disclosure

SEC source: 0001778401-25-000005 · wk-form4_1758146939.xml · derivative · entry 5

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 252,641

Underlying: Common Stock · 4,356 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 22:09 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 78,964 $0.00 $0.00
Disclosure

SEC source: 0001778401-25-000005 · wk-form4_1758146939.xml · derivative · entry 4

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 430,263

Underlying: Common Stock · 78,964 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.

F2 · derivative.exercise_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.

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 Forms 4 filed on March 22, 2023 and March 13, 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 Forms 4 filed on March 22, 2023 and March 13, 2024.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 22:09 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 4,356 Not disclosed Not disclosed
Disclosure

SEC source: 0001778401-25-000005 · wk-form4_1758146939.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,132,703

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 22:09 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 78,964 Not disclosed Not disclosed
Disclosure

SEC source: 0001778401-25-000005 · wk-form4_1758146939.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,128,347

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 22:55 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 64,467 $14.66 $944,957.29
Disclosure

SEC source: 0001818874-25-000130 · wk-form4_1750287317.xml · nonDerivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,049,383

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 22:55 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 4,355 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000130 · wk-form4_1750287317.xml · derivative · entry 5

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 256,997

Underlying: Common Stock · 4,355 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 22:55 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 148,404 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000130 · wk-form4_1750287317.xml · derivative · entry 4

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 509,227

Underlying: Common Stock · 148,404 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.

F2 · derivative.exercise_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.

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 Forms 4 filed on September 3, 2021, March 22, 2023 and March 13, 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 Forms 4 filed on September 3, 2021, March 22, 2023 and March 13, 2024.

Read SEC document
June 16, 2025 Filed Jun 18, 2025 22:55 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 4,355 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000130 · wk-form4_1750287317.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,113,850

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 22:55 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 148,404 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000130 · wk-form4_1750287317.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,109,495

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 19, 2025 00:31 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 61,346 $12.16 $746,151.40
Disclosure

SEC source: 0001818874-25-000038 · wk-form4_1742344285.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 961,091

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 19, 2025 00:31 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 148,403 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000038 · wk-form4_1742344285.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 657,631

Underlying: Common Stock · 148,403 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 Forms 4 filed on September 3, 2021, March 22, 2023 and March 13, 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 Forms 4 filed on September 3, 2021, March 22, 2023 and March 13, 2024.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:31 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 148,403 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000038 · wk-form4_1742344285.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,022,437

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 22:03 UTC SoFi Technologies, Inc. SOFI · Entity 3232 GrantRestricted Stock Unit · Derivative 261,352 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000024 · wk-form4_1741817020.xml · derivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 261,352

Underlying: Common Stock · 261,352 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: 1.67% of the award shall vest three months after March 14, 2025, 1.67% shall vest each quarter thereafter for the following two quarters, 10% shall vest each quarter thereafter for the following eight quarters, and 3.75% will vest each quarter thereafter for the following four 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: 1.67% of the award shall vest three months after March 14, 2025, 1.67% shall vest each quarter thereafter for the following two quarters, 10% shall vest each quarter thereafter for the following eight quarters, and 3.75% will vest each quarter thereafter for the following four 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 23:58 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 64,433 $16.43 $1,058,698.62
Disclosure

SEC source: 0001818874-24-000270 · wk-form4_1734566309.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 874,034

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 23:58 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 148,403 $0.00 $0.00
Disclosure

SEC source: 0001818874-24-000270 · wk-form4_1734566309.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 806,034

Underlying: Common Stock · 148,403 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 Forms 4 filed on September 3, 2021, March 22, 2023 and March 13, 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 Forms 4 filed on September 3, 2021, March 22, 2023 and March 13, 2024.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 23:58 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 148,403 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-24-000270 · wk-form4_1734566309.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 938,467

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 17, 2024 Filed Sep 18, 2024 23:36 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 61,643 $8.18 $504,301.38
Disclosure

SEC source: 0001818874-24-000214 · wk-form4_1726702553.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 790,064

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 16, 2024 Filed Sep 18, 2024 23:36 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 148,403 $0.00 $0.00
Disclosure

SEC source: 0001818874-24-000214 · wk-form4_1726702553.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 954,437

Underlying: Common Stock · 148,403 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.

F2 · derivative.exercise_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.

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 Forms 4 filed on September 3, 2021, March 22, 2023 and March 13, 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 Forms 4 filed on September 3, 2021, March 22, 2023 and March 13, 2024.

Read SEC document
September 16, 2024 Filed Sep 18, 2024 23:36 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 148,403 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-24-000214 · wk-form4_1726702553.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 851,707

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
June 17, 2024 Filed Jun 19, 2024 00:37 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 69,445 $6.39 $444,031.33
Disclosure

SEC source: 0001818874-24-000151 · wk-form4_1718757451.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 703,304

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 14, 2024 Filed Jun 19, 2024 00:37 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 148,403 $0.00 $0.00
Disclosure

SEC source: 0001818874-24-000151 · wk-form4_1718757451.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,102,840

Underlying: Common Stock · 148,403 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.

F2 · derivative.exercise_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.

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 Forms 4 filed on September 3, 2021, March 22, 2023 and March 13, 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 Forms 4 filed on September 3, 2021, March 22, 2023 and March 13, 2024.

Read SEC document
June 14, 2024 Filed Jun 19, 2024 00:37 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 148,403 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-24-000151 · wk-form4_1718757451.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 772,749

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 01:56 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 53,639 $6.99 $374,936.61
Disclosure

SEC source: 0001818874-24-000070 · wk-form4_1710813389.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 624,346

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, 2024 Filed Mar 19, 2024 01:56 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 114,361 $0.00 $0.00
Disclosure

SEC source: 0001818874-24-000070 · wk-form4_1710813389.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,251,243

Underlying: Common Stock · 114,361 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.

F2 · derivative.exercise_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.

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 Forms 4 filed on September 3, 2021 and March 22, 2023.

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 Forms 4 filed on September 3, 2021 and March 22, 2023.

Read SEC document
March 14, 2024 Filed Mar 19, 2024 01:56 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 114,361 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-24-000070 · wk-form4_1710813389.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 677,985

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
March 11, 2024 Filed Mar 14, 2024 00:29 UTC SoFi Technologies, Inc. SOFI · Entity 3232 GrantRestricted Stock Unit · Derivative 544,663 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-24-000058 · wk-form4_1710376145.xml · derivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,365,604

Underlying: Common Stock · 544,663 shares

Expires not disclosed

F1 · derivative.exercise_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.

F1 · 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.

F2 · derivative.exercise_date: Represents shares issuable on settlement of RSUs granted to the Reporting Person. The RSU award will vest quarterly in sixteen equal installments over four years beginning with the vesting date in June 2024, 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 quarterly in sixteen equal installments over four years beginning with the vesting date in June 2024, in each case, subject to the reporting person's continued service with the Issuer through the applicable vesting date.

Read SEC document
December 15, 2023 Filed Dec 19, 2023 01:41 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 48,261 $9.32 $449,889.04
Disclosure

SEC source: 0001818874-23-000204 · wk-form4_1702950066.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 563,624

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 14, 2023 Filed Dec 19, 2023 01:41 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 114,362 $0.00 $0.00
Disclosure

SEC source: 0001818874-23-000204 · wk-form4_1702950066.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 820,941

Underlying: Common Stock · 114,362 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.

F2 · derivative.exercise_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.

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 Forms 4 filed on September 3, 2021 and March 22, 2023.

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 Forms 4 filed on September 3, 2021 and March 22, 2023.

Read SEC document
December 14, 2023 Filed Dec 19, 2023 01:41 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 114,362 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-23-000204 · wk-form4_1702950066.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 611,885

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
September 15, 2023 Filed Sep 19, 2023 00:22 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 49,047 $9.03 $442,796.32
Disclosure

SEC source: 0001818874-23-000163 · wk-form4_1695082933.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 497,523

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 14, 2023 Filed Sep 19, 2023 00:22 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 114,362 $0.00 $0.00
Disclosure

SEC source: 0001818874-23-000163 · wk-form4_1695082933.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 935,303

Underlying: Common Stock · 114,362 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.

F2 · derivative.exercise_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.

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 Forms 4 filed on September 3, 2021 and March 22, 2023.

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 Forms 4 filed on September 3, 2021 and March 22, 2023.

Read SEC document
September 14, 2023 Filed Sep 19, 2023 00:22 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 114,362 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-23-000163 · wk-form4_1695082933.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 546,570

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
June 15, 2023 Filed Jun 16, 2023 22:12 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 53,022 $9.12 $483,348.55
Disclosure

SEC source: 0001818874-23-000130 · wf-form4_168695354285481.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 432,208

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 14, 2023 Filed Jun 16, 2023 22:12 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 114,361 $0.00 $0.00
Disclosure

SEC source: 0001818874-23-000130 · wf-form4_168695354285481.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,049,665

Underlying: Common Stock · 114,361 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.

F2 · derivative.exercise_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.

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 Forms 4 filed on September 3, 2021 and March 22, 2023.

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 Forms 4 filed on September 3, 2021 and March 22, 2023.

Read SEC document
June 14, 2023 Filed Jun 16, 2023 22:12 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 114,361 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-23-000130 · wf-form4_168695354285481.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 485,230

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
March 20, 2023 Filed Mar 22, 2023 23:54 UTC SoFi Technologies, Inc. SOFI · Entity 3232 GrantRestricted Stock Unit · Derivative 539,084 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-23-000058 · wf-form4_167952926921529.xml · derivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,164,026

Underlying: Common Stock · 539,084 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 quarterly in twelve equal installments over three years beginning with the vesting date in June 2023, 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 quarterly in twelve equal installments over three years beginning with the vesting date in June 2023, in each case, subject to the reporting person's continued service with the Issuer through the applicable vesting date.

Read SEC document
March 15, 2023 Filed Mar 16, 2023 23:21 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 32,117 $5.35 $171,922.30
Disclosure

SEC source: 0001818874-23-000040 · wf-form4_167900889717657.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 370,869

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, 2023 Filed Mar 16, 2023 23:21 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 69,438 $0.00 $0.00
Disclosure

SEC source: 0001818874-23-000040 · wf-form4_167900889717657.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 624,942

Underlying: Common Stock · 69,438 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F2 · derivative.exercise_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.

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 September 3, 2021.

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 September 3, 2021.

Read SEC document
March 14, 2023 Filed Mar 16, 2023 23:21 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 69,438 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-23-000040 · wf-form4_167900889717657.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 402,986

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
December 14, 2022 Filed Dec 16, 2022 23:30 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock · Derivative 69,438 $0.00 $0.00
Disclosure

SEC source: 0001818874-22-000264 · wf-form4_167123337406250.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 694,380

Underlying: Common Stock · 69,438 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.

F2 · derivative.exercise_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.

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 September 3, 2021.

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 September 3, 2021.

Read SEC document
December 14, 2022 Filed Dec 16, 2022 23:30 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 29,826 $4.57 $136,274.99
Disclosure

SEC source: 0001818874-22-000264 · wf-form4_167123337406250.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 333,548

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 14, 2022 Filed Dec 16, 2022 23:30 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 69,438 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-22-000264 · wf-form4_167123337406250.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 363,374

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
September 14, 2022 Filed Sep 17, 2022 00:08 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock · Derivative 69,438 $0.00 $0.00
Disclosure

SEC source: 0001818874-22-000219 · wf-form4_166337329664994.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 763,818

Underlying: Common Stock · 69,438 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.

F2 · derivative.exercise_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.

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 September 3, 2021.

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 September 3, 2021.

Read SEC document
September 14, 2022 Filed Sep 17, 2022 00:08 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 32,081 $5.84 $187,353.04
Disclosure

SEC source: 0001818874-22-000219 · wf-form4_166337329664994.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 293,936

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 14, 2022 Filed Sep 17, 2022 00:08 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 69,438 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-22-000219 · wf-form4_166337329664994.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 326,017

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
June 14, 2022 Filed Jun 16, 2022 21:54 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock · Derivative 69,438 $0.00 $0.00
Disclosure

SEC source: 0001818874-22-000123 · wf-form4_165541643463388.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 833,256

Underlying: Common Stock · 69,438 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.

F2 · derivative.exercise_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.

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 September 3, 2021.

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 September 3, 2021.

Read SEC document
June 14, 2022 Filed Jun 16, 2022 21:54 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Tax withholdingCommon Stock 30,887 $5.88 $181,615.56
Disclosure

SEC source: 0001818874-22-000123 · wf-form4_165541643463388.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 256,579

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 14, 2022 Filed Jun 16, 2022 21:54 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionCommon Stock 69,438 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-22-000123 · wf-form4_165541643463388.xml · nonDerivative · entry 1

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 287,466

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 23:52 UTC SoFi Technologies, Inc. SOFI · Entity 3232 Exercise / conversionRestricted Stock Unit · Derivative 69,438 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-035178 · tm229666-2_4seq1.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO of Galileo

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 902,694

Underlying: Common Stock · 69,438 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.

F2 · derivative.exercise_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.

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 September 3, 2021.

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 September 3, 2021.

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.