organization · Reporting owner
Institutional Venture Management XIV, LLC
Disclosed activity across 4 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NERDWALLET, INC.NRDS · Entity 2280 | 10% owner | November 08, 2021 | November 10, 2021 |
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.
NERDWALLET, INC.
Report date November 08, 2021 · Filed November 10, 2021
Jointly reported with Institutional Venture Partners XIV, L.P., Chaffee Todd C, FOGELSONG NORMAN A, Harrick Stephen J, Maltz Jules A., Miller J Sanford, Phelps Dennis B
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 4,454,541 |
Reported balance
After 2021-11-08 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2021-11-08 · Conversion · Acquired 4,454,541 · Balance 4,454,541 F1: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F2: These shares are owned directly by Institutional Venture Partners XIV, L.P., of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. |
| Series A Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2021-11-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-11-08 · Conversion · Disposed 4,454,541 · Balance 0 F1: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F2: These shares are owned directly by Institutional Venture Partners XIV, L.P., of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date.
F2: These shares are owned directly by Institutional Venture Partners XIV, L.P., of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
On Deck Capital, Inc.
Report date August 20, 2018 · Filed August 22, 2018
Jointly reported with Institutional Venture Partners XIV, L.P., Institutional Venture Management XIII, LLC, Institutional Venture Partners XIII, L.P., Chaffee Todd C, FOGELSONG NORMAN A, Harrick Stephen J, Maltz Jules A., Miller J Sanford, Phelps Dennis B
Section 16 reporting ended · disclosed 2018-08-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XIII, L.P. | 2,029,251 |
Reported balance
After 2018-08-20 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2018-08-20 · Other · Disposed 2,025,000 · Balance 2,029,251 F2: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XIII, L.P. ("IVP XIII") to their respective partners, including its general partner, Institutional Venture Management XIII, LLC ("IVM XIII"). F3: These shares are owned directly by IVP XIII, of which IVM XIII is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIII are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr. and J. Sanford Miller. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Management XIII, LLC | 0 |
Last balance in matching sequence
After 2018-08-20 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 3 · 2018-08-20 · Other · Acquired 30,375 · Balance 30,375 F4: Represents the receipt of shares in the pro rata in kind distribution of Common Stock of the Issuer by IVP XIII described in footnote (2). F5: The managing directors of IVM XIII are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr. and J. Sanford Miller. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Row 4 · 2018-08-20 · Other · Disposed 30,375 · Balance 0 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F5: The managing directors of IVM XIII are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr. and J. Sanford Miller. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Todd C. Chaffee | 5,729 |
Reported balance
After 2018-08-20 transaction · row 5
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 5 · 2018-08-20 · Other · Acquired 5,729 · Balance 5,729 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. |
| Common StockSEC Table I · non-derivative | IndirectBy Norman A. & Jill M. Fogelsong A Trust U/T/A Dated 3/22/84 | 4,584 |
Reported balance
After 2018-08-20 transaction · row 6
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 6 · 2018-08-20 · Other · Acquired 4,584 · Balance 4,584 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F7: The shares are held by the Norman A. & Jill M. Fogelsong A Trust U/T/A Dated 3/22/84 ("Fogelsong A Trust"). Norman A. Fogelsong is a trustee of the Fogelsong A Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Fogelsong Children's Trust U/T/D 8/1/85 | 1,145 |
Reported balance
After 2018-08-20 transaction · row 7
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 7 · 2018-08-20 · Other · Acquired 1,145 · Balance 1,145 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F8: The shares are held by the Fogelsong Children's Trust U/T/D 8/1/85 ("Fogelsong Children's Trust"). Norman A. Fogelsong is a trustee of the Fogelsong Children's Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy The Harrick Min Family Trust U/D/T 11/30/05 | 5,729 |
Reported balance
After 2018-08-20 transaction · row 8
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 8 · 2018-08-20 · Other · Acquired 5,729 · Balance 5,729 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F9: The shares are held by The Harrick Min Family Trust U/D/T 11/30/05 ("Harrick Min Trust"). Stephen J. Harrick is a trustee of the Harrick Min Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Dennis B. Phelps, Jr. Trust | 5,729 |
Reported balance
After 2018-08-20 transaction · row 9
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 9 · 2018-08-20 · Other · Acquired 5,729 · Balance 5,729 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F10: The shares are held by the Dennis B. Phelps, Jr. Trust ("Phelps Trust"). Dennis B. Phelps, Jr. is the trustee of the Phelps Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Miller Venture Partners | 5,729 |
Reported balance
After 2018-08-20 transaction · row 10
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 10 · 2018-08-20 · Other · Acquired 5,729 · Balance 5,729 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F11: The shares are held by Miller Venture Partners ("Miller Partners"). J. Sanford Miller is the general partner of Miller Partners and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Jules A. Maltz | 804 |
Reported balance
After 2018-08-20 transaction · row 11
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 11 · 2018-08-20 · Other · Acquired 804 · Balance 804 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. |
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XIV, L.P. | 4,054,250 |
Reported balance
Holding disclosure · report date 2018-08-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,054,250 F1: These shares are owned directly by Institutional Venture Partners XIV, L.P. ("IVP XIV"), of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr., J. Sanford Miller and Jules A. Maltz. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are owned directly by Institutional Venture Partners XIV, L.P. ("IVP XIV"), of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr., J. Sanford Miller and Jules A. Maltz. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose.
F2: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XIII, L.P. ("IVP XIII") to their respective partners, including its general partner, Institutional Venture Management XIII, LLC ("IVM XIII").
F3: These shares are owned directly by IVP XIII, of which IVM XIII is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIII are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr. and J. Sanford Miller. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose.
F4: Represents the receipt of shares in the pro rata in kind distribution of Common Stock of the Issuer by IVP XIII described in footnote (2).
F5: The managing directors of IVM XIII are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr. and J. Sanford Miller. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose.
F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members.
F7: The shares are held by the Norman A. & Jill M. Fogelsong A Trust U/T/A Dated 3/22/84 ("Fogelsong A Trust"). Norman A. Fogelsong is a trustee of the Fogelsong A Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein.
F8: The shares are held by the Fogelsong Children's Trust U/T/D 8/1/85 ("Fogelsong Children's Trust"). Norman A. Fogelsong is a trustee of the Fogelsong Children's Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein.
F9: The shares are held by The Harrick Min Family Trust U/D/T 11/30/05 ("Harrick Min Trust"). Stephen J. Harrick is a trustee of the Harrick Min Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein.
F10: The shares are held by the Dennis B. Phelps, Jr. Trust ("Phelps Trust"). Dennis B. Phelps, Jr. is the trustee of the Phelps Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein.
F11: The shares are held by Miller Venture Partners ("Miller Partners"). J. Sanford Miller is the general partner of Miller Partners and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein.
Oportun Financial Corp
Report date September 05, 2023 · Filed September 07, 2023
Jointly reported with Institutional Venture Partners XIV, L.P., Chaffee Todd C, FOGELSONG NORMAN A, Harrick Stephen J, Maltz Jules A., Miller J Sanford, Phelps Dennis B
Section 16 reporting ended · disclosed 2023-09-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XIV, L.P. | 3,358,691 |
Reported balance
After 2023-09-05 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2023-09-05 · Sale · Disposed 50,000 · Balance 3,358,691 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.13 to $7.57 inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: These shares are owned directly by Institutional Venture Partners XIV, L.P., of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. Each of the Reporting Persons disclaims beneficial ownership of these securities, except to the extent of its or his respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.13 to $7.57 inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: These shares are owned directly by Institutional Venture Partners XIV, L.P., of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. Each of the Reporting Persons disclaims beneficial ownership of these securities, except to the extent of its or his respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.
ZIPRECRUITER, INC.
Report date August 21, 2025 · Filed August 25, 2025
Jointly reported with Institutional Venture Partners XIV, L.P., Chaffee Todd C, Dash Somesh, FOGELSONG NORMAN A, Harrick Stephen J, Liaw Eric, Maltz Jules A., Miller J Sanford, Phelps Dennis B
Section 16 reporting ended · disclosed 2025-08-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XV, L.P. | 2,939,699 |
Reported balance
After 2025-08-21 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2025-08-21 · Sale · Disposed 1,630,670 · Balance 2,939,699 F1: The sale reported in this Form 4 was effected pursuant to a Share Repurchase Agreement by and among the Issuer, Institutional Venture Partners XV, L.P. ("IVP XV") and Institutional Venture Partners XV Executive Fund, L.P. ("IVP XV EF") dated as of August 21, 2025. F2: The shares are held of record by IVP XV. Institutional Venture Management XV, LLC ("IVM XV") is the general partner of IVP XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV. Each of IVM XV and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XV except to the extent of its or his respective pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XV Executive Fund, L.P. | 15,619 |
Reported balance
After 2025-08-21 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2025-08-21 · Sale · Disposed 8,675 · Balance 15,619 F1: The sale reported in this Form 4 was effected pursuant to a Share Repurchase Agreement by and among the Issuer, Institutional Venture Partners XV, L.P. ("IVP XV") and Institutional Venture Partners XV Executive Fund, L.P. ("IVP XV EF") dated as of August 21, 2025. F3: The shares are held of record by IVP XV EF. IVM XV is the general partner of IVP XV EF. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV EF. Each of IVM XV and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XV except to the extent of its or his respective pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XIV L.P. | 3,809,348 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,809,348 F4: The shares are held of record by Institutional Venture Partners XIV, L.P. ("IVP XIV"). Institutional Venture Management XIV LLC ("IVM XIV") is the general partner of IVP XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVP XIV. Each of IVM XIV and Messrs. Chaffee,Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XIV except to the extent of its or his respective pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Management XIV, LLC | 10,459 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,459 F5: The shares are held of record or beneficially by IVM XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVM XIV. Each of Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XIV except to the extent of his respective pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Management XV, LLC | 4,247 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 4,247 F6: The shares are held of record or beneficially by IVM XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B.Phelps, Jr. are managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVM XV. Each of Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XV except to the extent of his respective pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | Direct | 13,682 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 13,682 F7: The shares are held of record by Somesh Dash. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 114,181 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 114,181 F8: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 16,311 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 16,311 F8: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 16,311 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 16,311 F8: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 16,311 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 16,311 F8: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 13,682 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 13,682 F9: The shares are held by a family trust, of which Mr. Liaw is the trustee. Mr. Liaw disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 54,369 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 54,369 F10: The shares are held by a family trust, of which Mr. Maltz is the trustee. Mr. Maltz disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 163,114 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 163,114 F11: The shares are held by a family trust, of which Mr. Phelps is the trustee. Mr. Phelps disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Share Repurchase Agreement by and among the Issuer, Institutional Venture Partners XV, L.P. ("IVP XV") and Institutional Venture Partners XV Executive Fund, L.P. ("IVP XV EF") dated as of August 21, 2025.
F2: The shares are held of record by IVP XV. Institutional Venture Management XV, LLC ("IVM XV") is the general partner of IVP XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV. Each of IVM XV and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XV except to the extent of its or his respective pecuniary interest therein.
F3: The shares are held of record by IVP XV EF. IVM XV is the general partner of IVP XV EF. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV EF. Each of IVM XV and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XV except to the extent of its or his respective pecuniary interest therein.
F4: The shares are held of record by Institutional Venture Partners XIV, L.P. ("IVP XIV"). Institutional Venture Management XIV LLC ("IVM XIV") is the general partner of IVP XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVP XIV. Each of IVM XIV and Messrs. Chaffee,Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XIV except to the extent of its or his respective pecuniary interest therein.
F5: The shares are held of record or beneficially by IVM XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVM XIV. Each of Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XIV except to the extent of his respective pecuniary interest therein.
F6: The shares are held of record or beneficially by IVM XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B.Phelps, Jr. are managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVM XV. Each of Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XV except to the extent of his respective pecuniary interest therein.
F7: The shares are held of record by Somesh Dash.
F8: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein.
F9: The shares are held by a family trust, of which Mr. Liaw is the trustee. Mr. Liaw disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein.
F10: The shares are held by a family trust, of which Mr. Maltz is the trustee. Mr. Maltz disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein.
F11: The shares are held by a family trust, of which Mr. Phelps is the trustee. Mr. Phelps disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| November 28, 2022 Filed Nov 30, 2022 16:08 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 3,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059024 · doc4.xml · nonDerivative · entry 11 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,331 F6 · kind: Represents receipt of shares in the distribution in kind described in footnote (5). F11 · ownership.nature: The shares are held by a family trust, of which Mr. Maltz is the trustee. Mr. Maltz disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:08 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 9,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059024 · doc4.xml · nonDerivative · entry 10 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,994 F6 · kind: Represents receipt of shares in the distribution in kind described in footnote (5). F10 · ownership.nature: The shares are held by a family trust, of which Mr. Harrick is the trustee. Mr. Harrick disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:08 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059024 · doc4.xml · nonDerivative · entry 9 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,000 F6 · kind: Represents receipt of shares in the distribution in kind described in footnote (5). F9 · ownership.nature: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:08 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059024 · doc4.xml · nonDerivative · entry 8 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,000 F6 · kind: Represents receipt of shares in the distribution in kind described in footnote (5). F9 · ownership.nature: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:08 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059024 · doc4.xml · nonDerivative · entry 7 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,000 F6 · kind: Represents receipt of shares in the distribution in kind described in footnote (5). F9 · ownership.nature: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:08 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 6,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059024 · doc4.xml · nonDerivative · entry 6 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,995 F6 · kind: Represents receipt of shares in the distribution in kind described in footnote (5). F9 · ownership.nature: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:08 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 837 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059024 · doc4.xml · nonDerivative · entry 5 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 837 F6 · kind: Represents receipt of shares in the distribution in kind described in footnote (5). F8 · ownership.direct: The shares are held by Somesh Dash Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:08 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 9,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059024 · doc4.xml · nonDerivative · entry 4 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,994 F6 · kind: Represents receipt of shares in the distribution in kind described in footnote (5). F7 · ownership.direct: The shares are held by Todd C. Chaffee Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:08 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 56,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059024 · doc4.xml · nonDerivative · entry 3 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Institutional Venture Management XIV, LLC Disclosed balance after: 0 F5 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by IVM XIV to its members without additional consideration. F4 · ownership.nature: The shares are held of record or beneficially by IVM XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVM XIV. Each of Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XIV except to the extent of his respective pecuniary interest therein. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:08 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 56,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059024 · doc4.xml · nonDerivative · entry 2 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Institutional Venture Management XIV, LLC Disclosed balance after: 56,250 F3 · kind: Represents receipt of shares in the distribution in kind described in footnote (1). F4 · ownership.nature: The shares are held of record or beneficially by IVM XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVM XIV. Each of Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XIV except to the extent of his respective pecuniary interest therein. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:08 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 3,750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059024 · doc4.xml · nonDerivative · entry 1 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Institutional Venture Partners XIV L.P. Disclosed balance after: 0 F1 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Institutional Venture Partners XIV, L.P. ("IVP XIV") to its general partner and limited partners without additional consideration. F2 · ownership.nature: The shares are held of record or beneficially by IVP XIV. Institutional Venture Management XIV, LLC ("IVM XIV") is the general partner of IVP XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVP XIV. Each of IVM XIV and Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XIV except to the extent of its or his respective pecuniary interest therein. Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 16:05 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | ConversionClass B Common Stock · Derivative | 178,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058604 · doc4.xml · derivative · entry 4 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Institutional Venture Partners XIV L.P. Disclosed balance after: 11,359,348 Underlying: Class A Common Stock · 178,033 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: These shares of Class B common stock were converted on a one-for-one basis into Class A common stock for no additional consideration. F5 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · ownership.nature: The shares are held of record or beneficially by Institutional Venture Partners XIV, L.P. ("IVP XIV"). Institutional Venture Management XIV LLC ("IVM XIV") is the general partner of IVP XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVP XIV. Each of IVM XIV and Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XIV except to the extent of its or his respective pecuniary interest therein. Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 16:05 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | ConversionClass A Common Stock | 178,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058604 · doc4.xml · nonDerivative · entry 1 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Institutional Venture Partners XIV L.P. Disclosed balance after: 3,750,000 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: These shares of Class B common stock were converted on a one-for-one basis into Class A common stock for no additional consideration. F2 · ownership.nature: The shares are held of record or beneficially by Institutional Venture Partners XIV, L.P. ("IVP XIV"). Institutional Venture Management XIV LLC ("IVM XIV") is the general partner of IVP XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVP XIV. Each of IVM XIV and Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XIV except to the extent of its or his respective pecuniary interest therein. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 17:22 UTC | NERDWALLET, INC. NRDS · Entity 2280 | ConversionSeries A Preferred Stock · Derivative | 4,454,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063909 · doc4.xml · derivative · entry 2 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 4,454,541 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 share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F1 · derivative.exercise_date: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F1 · derivative.expiration_date: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F2 · ownership.nature: These shares are owned directly by Institutional Venture Partners XIV, L.P., of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 17:22 UTC | NERDWALLET, INC. NRDS · Entity 2280 | ConversionClass A Common Stock | 4,454,541 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-063909 · doc4.xml · nonDerivative · entry 1 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 4,454,541 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 share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F2 · ownership.nature: These shares are owned directly by Institutional Venture Partners XIV, L.P., of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 20:49 UTC | Oportun Financial Corp OPRT · Entity 5862 | ConversionSeries H Convertible Preferred Stock · Derivative | 319,281 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-024541 · doc4.xml · derivative · entry 4 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Institutional Venture Partners XIV, L.P. Disclosed balance after: 0 Underlying: Common Stock · 319,281 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: The shares of Series G Convertible Preferred Stock and Series H Convertible Preferred Stock had no expiration date and were convertible at any time at the election of the holder and automatically converted into shares of Common Stock in connection with the Issuer's initial public offering ("IPO"). F2 · derivative.exercise_date: Each share of the Issuer's Series G Convertible Preferred Stock automatically converted into 1.48169754117647 shares of the Issuer's Common Stock immediately upon the closing of the Issuer's IPO and has no expiration date. All shares of the Issuer's Common Stock (including fractions thereof) issuable upon conversion of more than one share of the Issuer's Preferred Stock by a holder thereof shall be aggregated. No fractional share shall be issued upon this conversion. F3 · derivative.expiration_date: Each share of the Issuer's Series H Convertible Preferred Stock automatically converted into one share of the Issuer's Common Stock immediately upon the closing of the Issuer's IPO and has no expiration date. All shares of the Issuer's Common Stock (including fractions thereof) issuable upon conversion of more than one share of the Issuer's Preferred Stock by a holder thereof shall be aggregated. No fractional share shall be issued upon this conversion. F4 · ownership.nature: The securities are held by Institutional Venture Partners XIV, L.P. ("IVP XIV"). F5 · ownership.nature: Institutional Venture Management XIV, LLC ("IVM XIV") is the General Partner of IVP XIV. IVM XIV may be deemed to indirectly beneficially own the securities owned by IVP XIV. Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr., Todd C. Chaffee and J. Sanford Miller are Managing Directors of IVM XIV and each share voting and dispositive power over the securities held by IVP XIV. Each disclaims beneficial ownership of these securities except to the extent of his or its respective pecuniary interest therein. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 20:49 UTC | Oportun Financial Corp OPRT · Entity 5862 | ConversionSeries G Convertible Preferred Stock · Derivative | 2,382,005 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-024541 · doc4.xml · derivative · entry 3 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Institutional Venture Partners XIV, L.P. Disclosed balance after: 0 Underlying: Common Stock · 3,529,410 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: The shares of Series G Convertible Preferred Stock and Series H Convertible Preferred Stock had no expiration date and were convertible at any time at the election of the holder and automatically converted into shares of Common Stock in connection with the Issuer's initial public offering ("IPO"). F2 · derivative.exercise_date: Each share of the Issuer's Series G Convertible Preferred Stock automatically converted into 1.48169754117647 shares of the Issuer's Common Stock immediately upon the closing of the Issuer's IPO and has no expiration date. All shares of the Issuer's Common Stock (including fractions thereof) issuable upon conversion of more than one share of the Issuer's Preferred Stock by a holder thereof shall be aggregated. No fractional share shall be issued upon this conversion. F3 · derivative.expiration_date: Each share of the Issuer's Series H Convertible Preferred Stock automatically converted into one share of the Issuer's Common Stock immediately upon the closing of the Issuer's IPO and has no expiration date. All shares of the Issuer's Common Stock (including fractions thereof) issuable upon conversion of more than one share of the Issuer's Preferred Stock by a holder thereof shall be aggregated. No fractional share shall be issued upon this conversion. F4 · ownership.nature: The securities are held by Institutional Venture Partners XIV, L.P. ("IVP XIV"). F5 · ownership.nature: Institutional Venture Management XIV, LLC ("IVM XIV") is the General Partner of IVP XIV. IVM XIV may be deemed to indirectly beneficially own the securities owned by IVP XIV. Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr., Todd C. Chaffee and J. Sanford Miller are Managing Directors of IVM XIV and each share voting and dispositive power over the securities held by IVP XIV. Each disclaims beneficial ownership of these securities except to the extent of his or its respective pecuniary interest therein. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 20:49 UTC | Oportun Financial Corp OPRT · Entity 5862 | ConversionCommon Stock | 319,281 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-024541 · doc4.xml · nonDerivative · entry 2 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Institutional Venture Partners XIV, L.P. Disclosed balance after: 3,848,691 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: The shares of Series G Convertible Preferred Stock and Series H Convertible Preferred Stock had no expiration date and were convertible at any time at the election of the holder and automatically converted into shares of Common Stock in connection with the Issuer's initial public offering ("IPO"). F4 · ownership.nature: The securities are held by Institutional Venture Partners XIV, L.P. ("IVP XIV"). F5 · ownership.nature: Institutional Venture Management XIV, LLC ("IVM XIV") is the General Partner of IVP XIV. IVM XIV may be deemed to indirectly beneficially own the securities owned by IVP XIV. Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr., Todd C. Chaffee and J. Sanford Miller are Managing Directors of IVM XIV and each share voting and dispositive power over the securities held by IVP XIV. Each disclaims beneficial ownership of these securities except to the extent of his or its respective pecuniary interest therein. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 20:49 UTC | Oportun Financial Corp OPRT · Entity 5862 | ConversionCommon Stock | 3,529,410 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-024541 · doc4.xml · nonDerivative · entry 1 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Institutional Venture Partners XIV, L.P. Disclosed balance after: 3,529,410 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: The shares of Series G Convertible Preferred Stock and Series H Convertible Preferred Stock had no expiration date and were convertible at any time at the election of the holder and automatically converted into shares of Common Stock in connection with the Issuer's initial public offering ("IPO"). F4 · ownership.nature: The securities are held by Institutional Venture Partners XIV, L.P. ("IVP XIV"). F5 · ownership.nature: Institutional Venture Management XIV, LLC ("IVM XIV") is the General Partner of IVP XIV. IVM XIV may be deemed to indirectly beneficially own the securities owned by IVP XIV. Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr., Todd C. Chaffee and J. Sanford Miller are Managing Directors of IVM XIV and each share voting and dispositive power over the securities held by IVP XIV. Each disclaims beneficial ownership of these securities except to the extent of his or its respective pecuniary interest therein. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 16:59 UTC | On Deck Capital, Inc. ONDK · Entity 145936 | OtherCommon Stock | 804 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047982 · doc4.xml · nonDerivative · entry 11 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Jules A. Maltz Disclosed balance after: 804 F6 · kind: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 16:59 UTC | On Deck Capital, Inc. ONDK · Entity 145936 | OtherCommon Stock | 5,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047982 · doc4.xml · nonDerivative · entry 10 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Miller Venture Partners Disclosed balance after: 5,729 F6 · kind: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F11 · ownership.nature: The shares are held by Miller Venture Partners ("Miller Partners"). J. Sanford Miller is the general partner of Miller Partners and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 16:59 UTC | On Deck Capital, Inc. ONDK · Entity 145936 | OtherCommon Stock | 5,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047982 · doc4.xml · nonDerivative · entry 9 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Dennis B. Phelps, Jr. Trust Disclosed balance after: 5,729 F6 · kind: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F10 · ownership.nature: The shares are held by the Dennis B. Phelps, Jr. Trust ("Phelps Trust"). Dennis B. Phelps, Jr. is the trustee of the Phelps Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 16:59 UTC | On Deck Capital, Inc. ONDK · Entity 145936 | OtherCommon Stock | 5,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047982 · doc4.xml · nonDerivative · entry 8 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By The Harrick Min Family Trust U/D/T 11/30/05 Disclosed balance after: 5,729 F6 · kind: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F9 · ownership.nature: The shares are held by The Harrick Min Family Trust U/D/T 11/30/05 ("Harrick Min Trust"). Stephen J. Harrick is a trustee of the Harrick Min Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 16:59 UTC | On Deck Capital, Inc. ONDK · Entity 145936 | OtherCommon Stock | 1,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047982 · doc4.xml · nonDerivative · entry 7 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Fogelsong Children's Trust U/T/D 8/1/85 Disclosed balance after: 1,145 F6 · kind: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F8 · ownership.nature: The shares are held by the Fogelsong Children's Trust U/T/D 8/1/85 ("Fogelsong Children's Trust"). Norman A. Fogelsong is a trustee of the Fogelsong Children's Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 16:59 UTC | On Deck Capital, Inc. ONDK · Entity 145936 | OtherCommon Stock | 4,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047982 · doc4.xml · nonDerivative · entry 6 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Norman A. & Jill M. Fogelsong A Trust U/T/A Dated 3/22/84 Disclosed balance after: 4,584 F6 · kind: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F7 · ownership.nature: The shares are held by the Norman A. & Jill M. Fogelsong A Trust U/T/A Dated 3/22/84 ("Fogelsong A Trust"). Norman A. Fogelsong is a trustee of the Fogelsong A Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 16:59 UTC | On Deck Capital, Inc. ONDK · Entity 145936 | OtherCommon Stock | 5,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047982 · doc4.xml · nonDerivative · entry 5 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Todd C. Chaffee Disclosed balance after: 5,729 F6 · kind: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 16:59 UTC | On Deck Capital, Inc. ONDK · Entity 145936 | OtherCommon Stock | 30,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047982 · doc4.xml · nonDerivative · entry 4 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Institutional Venture Management XIII, LLC Disclosed balance after: 0 F6 · kind: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F5 · ownership.nature: The managing directors of IVM XIII are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr. and J. Sanford Miller. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 16:59 UTC | On Deck Capital, Inc. ONDK · Entity 145936 | OtherCommon Stock | 30,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047982 · doc4.xml · nonDerivative · entry 3 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Institutional Venture Management XIII, LLC Disclosed balance after: 30,375 F4 · kind: Represents the receipt of shares in the pro rata in kind distribution of Common Stock of the Issuer by IVP XIII described in footnote (2). F5 · ownership.nature: The managing directors of IVM XIII are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr. and J. Sanford Miller. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 16:59 UTC | On Deck Capital, Inc. ONDK · Entity 145936 | OtherCommon Stock | 2,025,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047982 · doc4.xml · nonDerivative · entry 2 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Institutional Venture Partners XIII, L.P. Disclosed balance after: 2,029,251 F2 · kind: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XIII, L.P. ("IVP XIII") to their respective partners, including its general partner, Institutional Venture Management XIII, LLC ("IVM XIII"). F3 · ownership.nature: These shares are owned directly by IVP XIII, of which IVM XIII is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIII are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr. and J. Sanford Miller. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities 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.