Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| US BANCORP DEUSB · Entity 2923 | Vice Chair | February 14, 2020 | February 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 39,363 |
Reported balance
After 2020-02-14 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,096,513 |
Ending reported balance
After 2025-09-16 transaction · row 3
3 source rows · reconciled sequenceRow 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 security | Direct | 430,263 |
Reported balance
After 2025-09-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 252,641 |
Reported balance
After 2025-09-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| March 15, 2022 Filed Mar 17, 2022 23:52 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 23,092 | $8.01 | $184,966.92 |
DisclosureSEC source: 0001104659-22-035178 · tm229666-2_4seq1.xml · nonDerivative · entry 2 White Derek J · CIK 0001778401 · CEO of Galileo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,028 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 15, 2022 Filed Mar 17, 2022 23:52 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 69,438 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-035178 · tm229666-2_4seq1.xml · nonDerivative · entry 1 White Derek J · CIK 0001778401 · CEO of Galileo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,120 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 15, 2021 Filed Dec 16, 2021 23:50 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 324,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-150659 · tm2135685-7_4seq1.xml · derivative · entry 3 White Derek J · CIK 0001778401 · CEO of Galileo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 972,132 Underlying: Common Stock · 324,045 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 15, 2021 Filed Dec 16, 2021 23:50 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Tax withholdingCommon Stock | 152,363 | $14.61 | $2,226,023.43 |
DisclosureSEC source: 0001104659-21-150659 · tm2135685-7_4seq1.xml · nonDerivative · entry 2 White Derek J · CIK 0001778401 · CEO of Galileo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,682 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, 2021 Filed Dec 16, 2021 23:50 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 324,045 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-150659 · tm2135685-7_4seq1.xml · nonDerivative · entry 1 White Derek J · CIK 0001778401 · CEO of Galileo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,045 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 02, 2021 Filed Sep 4, 2021 00:36 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 1,296,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-113095 · tm2126991-15_4seq1.xml · derivative · entry 2 White Derek J · CIK 0001778401 · CEO of Galileo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,296,177 Underlying: Common Stock · 1,296,177 shares Expires not disclosed F3 · 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: The RSU award will vest as to 324,045 RSUs on the first quarterly vesting date and will then vest as to 69,438 RSUs per quarter in equal quarterly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with the first installment representing 1/4th of the total number of RSUs granted pursuant to this award and each installment other than the first installment representing 1/14th of the remaining 3/4th of RSUs granted pursuant to this award. F4 · derivative.expiration_date: The RSU award will vest as to 324,045 RSUs on the first quarterly vesting date and will then vest as to 69,438 RSUs per quarter in equal quarterly installments, subject to the reporting person's continued service with the Issuer through the applicable vesting date, with the first installment representing 1/4th of the total number of RSUs granted pursuant to this award and each installment other than the first installment representing 1/14th of the remaining 3/4th of RSUs granted pursuant to this award. Read SEC document |
| September 01, 2021 Filed Sep 4, 2021 00:36 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantPerformance Stock Unit · Derivative | 750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-113095 · tm2126991-15_4seq1.xml · derivative · entry 1 White Derek J · CIK 0001778401 · CEO of Galileo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,000 Underlying: Common Stock · 750,000 shares Expires not disclosed F1 · derivative.exercise_price: Each performance stock unit ("PSU") 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 PSUs granted to the Reporting Person. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, 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 PSUs granted to the Reporting Person. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:36 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 2,892 | $55.18 | $159,580.56 |
DisclosureSEC source: 0001225208-20-002768 · doc4.xml · nonDerivative · entry 1 White Derek J · CIK 0001778401 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,363 Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 21:20 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 12,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002019 · doc4.xml · nonDerivative · entry 1 White Derek J · CIK 0001778401 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,255 F1 · shares: The restricted stock units vest 33% on each of February 10, 2021 and 2022, and 34% on February 10, 2023. These restricted stock units make up 40% of the value of the reporting person's long-term incentive compensation award granted in 2020. The remaining 60% of the award value was granted in the form of performance-based restricted stock units. The number of units that will be earned and eligible to be settled in shares of common stock will be determined in early 2023 based on the company's performance against certain performance targets from 2020 through 2022 and will be reported at the time of such determination. Read SEC document |
| July 18, 2019 Filed Jul 22, 2019 20:15 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 29,444 | $55.19 | $1,625,014.36 |
DisclosureSEC source: 0001225208-19-010391 · doc4.xml · nonDerivative · entry 1 White Derek J · CIK 0001778401 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,444 F1 · shares: These restricted stock units vest 33% on each February 14, 2020 and 2021, and 34% on February 14, 2022. 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.