Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Via Transportation, Inc.VIA · Entity 4395 | Director | September 15, 2025 | September 16, 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.
Via Transportation, Inc.
Report date September 15, 2025 · Filed September 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Downeast Capital Management, LLC | 0 |
Last balance in matching sequence
After 2025-09-15 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2025-09-15 · Conversion · Acquired 135,728 · Balance 135,728 F1: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO Closing"), each share of Series A Preferred Stock was automatically converted into Common Stock on a 1:1 basis. F2: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. Row 4 · 2025-09-15 · Other · Disposed 135,728 · Balance 0 F3: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F2: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Millstein Technology Partners, LLC | 0 |
Last balance in matching sequence
After 2025-09-15 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2025-09-15 · Conversion · Acquired 625,124 · Balance 625,124 F1: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO Closing"), each share of Series A Preferred Stock was automatically converted into Common Stock on a 1:1 basis. F2: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. Row 5 · 2025-09-15 · Other · Disposed 625,124 · Balance 0 F3: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F2: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-09-15 transaction · row 3
1 source rowRow 3 · 2025-09-15 · Other · Disposed 5,434 · Balance 0 F3: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. |
| Class A Common StockSEC Table I · non-derivative | Direct | 5,434 |
Reported balance
After 2025-09-15 transaction · row 6
1 source rowRow 6 · 2025-09-15 · Other · Acquired 5,434 · Balance 5,434 F3: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F4: Includes 5,434 restricted stock units ("RSUs"), which vest over a period of 15 months following the grant date of September 11, 2025, with 80% of the award vesting on the one-year anniversary of the grant date and the remaining portion vesting on the 15-month anniversary of the grant date. Each RSU represents a contingent right to receive one share of Class A Common Stock. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Downeast Capital Management, LLC | 135,728 |
Reported balance
After 2025-09-15 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2025-09-15 · Other · Acquired 135,728 · Balance 135,728 F3: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F2: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Millstein Technology Partners, LLC | 625,124 |
Reported balance
After 2025-09-15 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2025-09-15 · Other · Acquired 625,124 · Balance 625,124 F3: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F2: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. |
| Series A Preferred StockSEC Table II · derivative / convertible security | IndirectBy Downeast Capital Management, LLC | 0 |
Reported balance
After 2025-09-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-09-15 · Conversion · Disposed 135,728 · Balance 0 F1: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO Closing"), each share of Series A Preferred Stock was automatically converted into Common Stock on a 1:1 basis. F2: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. |
| Series A Preferred StockSEC Table II · derivative / convertible security | IndirectBy Millstein Technology Partners, LLC | 0 |
Reported balance
After 2025-09-15 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-09-15 · Conversion · Disposed 625,124 · Balance 0 F1: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO Closing"), each share of Series A Preferred Stock was automatically converted into Common Stock on a 1:1 basis. F2: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO Closing"), each share of Series A Preferred Stock was automatically converted into Common Stock on a 1:1 basis.
F2: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose.
F3: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7.
F4: Includes 5,434 restricted stock units ("RSUs"), which vest over a period of 15 months following the grant date of September 11, 2025, with 80% of the award vesting on the one-year anniversary of the grant date and the remaining portion vesting on the 15-month anniversary of the grant date. Each RSU represents a contingent right to receive one share of Class A Common Stock.
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 |
|---|---|---|---|---|---|---|
| September 15, 2025 Filed Sep 16, 2025 01:20 UTC | Via Transportation, Inc. VIA · Entity 4395 | ConversionSeries A Preferred Stock · Derivative | 625,124 | $0.00 | $0.00 |
DisclosureSEC source: 0002083485-25-000008 · wk-form4_1757985648.xml · derivative · entry 10 Nix William Peter · CIK 0002083485 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Millstein Technology Partners, LLC Disclosed balance after: 0 Underlying: Common Stock · 625,124 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: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO Closing"), each share of Series A Preferred Stock was automatically converted into Common Stock on a 1:1 basis. F1 · derivative.exercise_date: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO Closing"), each share of Series A Preferred Stock was automatically converted into Common Stock on a 1:1 basis. F1 · derivative.expiration_date: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO Closing"), each share of Series A Preferred Stock was automatically converted into Common Stock on a 1:1 basis. F2 · ownership.nature: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 01:20 UTC | Via Transportation, Inc. VIA · Entity 4395 | ConversionSeries A Preferred Stock · Derivative | 135,728 | $0.00 | $0.00 |
DisclosureSEC source: 0002083485-25-000008 · wk-form4_1757985648.xml · derivative · entry 9 Nix William Peter · CIK 0002083485 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Downeast Capital Management, LLC Disclosed balance after: 0 Underlying: Common Stock · 135,728 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: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO Closing"), each share of Series A Preferred Stock was automatically converted into Common Stock on a 1:1 basis. F1 · derivative.exercise_date: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO Closing"), each share of Series A Preferred Stock was automatically converted into Common Stock on a 1:1 basis. F1 · derivative.expiration_date: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO Closing"), each share of Series A Preferred Stock was automatically converted into Common Stock on a 1:1 basis. F2 · ownership.nature: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 01:20 UTC | Via Transportation, Inc. VIA · Entity 4395 | OtherClass A Common Stock | 625,124 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002083485-25-000008 · wk-form4_1757985648.xml · nonDerivative · entry 8 Nix William Peter · CIK 0002083485 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Millstein Technology Partners, LLC Disclosed balance after: 625,124 F3 · kind: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F3 · price: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F2 · ownership.nature: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 01:20 UTC | Via Transportation, Inc. VIA · Entity 4395 | OtherClass A Common Stock | 135,728 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002083485-25-000008 · wk-form4_1757985648.xml · nonDerivative · entry 7 Nix William Peter · CIK 0002083485 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Downeast Capital Management, LLC Disclosed balance after: 135,728 F3 · kind: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F3 · price: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F2 · ownership.nature: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 01:20 UTC | Via Transportation, Inc. VIA · Entity 4395 | OtherClass A Common Stock | 5,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002083485-25-000008 · wk-form4_1757985648.xml · nonDerivative · entry 6 Nix William Peter · CIK 0002083485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,434 F3 · kind: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F4 · shares: Includes 5,434 restricted stock units ("RSUs"), which vest over a period of 15 months following the grant date of September 11, 2025, with 80% of the award vesting on the one-year anniversary of the grant date and the remaining portion vesting on the 15-month anniversary of the grant date. Each RSU represents a contingent right to receive one share of Class A Common Stock. F3 · price: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 01:20 UTC | Via Transportation, Inc. VIA · Entity 4395 | OtherCommon Stock | 625,124 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002083485-25-000008 · wk-form4_1757985648.xml · nonDerivative · entry 5 Nix William Peter · CIK 0002083485 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Millstein Technology Partners, LLC Disclosed balance after: 0 F3 · kind: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F3 · price: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F2 · ownership.nature: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 01:20 UTC | Via Transportation, Inc. VIA · Entity 4395 | OtherCommon Stock | 135,728 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002083485-25-000008 · wk-form4_1757985648.xml · nonDerivative · entry 4 Nix William Peter · CIK 0002083485 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Downeast Capital Management, LLC Disclosed balance after: 0 F3 · kind: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F3 · price: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F2 · ownership.nature: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 01:20 UTC | Via Transportation, Inc. VIA · Entity 4395 | OtherCommon Stock | 5,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002083485-25-000008 · wk-form4_1757985648.xml · nonDerivative · entry 3 Nix William Peter · CIK 0002083485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · kind: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. F3 · price: Immediately prior to the IPO Closing, each share of Common Stock was automatically reclassified into one share of Class A Common Stock pursuant to a reclassification exempt under Rule 16b-7. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 01:20 UTC | Via Transportation, Inc. VIA · Entity 4395 | ConversionCommon Stock | 625,124 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002083485-25-000008 · wk-form4_1757985648.xml · nonDerivative · entry 2 Nix William Peter · CIK 0002083485 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Millstein Technology Partners, LLC Disclosed balance after: 625,124 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: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO Closing"), each share of Series A Preferred Stock was automatically converted into Common Stock on a 1:1 basis. F2 · ownership.nature: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 01:20 UTC | Via Transportation, Inc. VIA · Entity 4395 | ConversionCommon Stock | 135,728 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002083485-25-000008 · wk-form4_1757985648.xml · nonDerivative · entry 1 Nix William Peter · CIK 0002083485 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Downeast Capital Management, LLC Disclosed balance after: 135,728 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: Immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO Closing"), each share of Series A Preferred Stock was automatically converted into Common Stock on a 1:1 basis. F2 · ownership.nature: The Reporting Person is a managing member of Downeast Capital Management, LLC and a partner at Millstein Technology Partners, LLC, and exercises voting or investment power over the securities held by each entity. The Reporting Person disclaims beneficial ownership of such securities for purposes of Section 16, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by him for Section 16 or any other purpose. 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.