Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fathom Holdings Inc.FTHM · Entity 7614 | Director | August 20, 2025 | August 21, 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.
Fathom Holdings Inc.
Report date August 20, 2025 · Filed August 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 152,284 |
Reported balance
After 2025-08-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-08-20 · Grant · Acquired 82,645 · Balance 152,284 F1: Each restricted stock unit represents a contingent right to receive one share of Fathom Holdings Inc. common stock. F2: Of these shares, 82,645 are restricted stock units and vest in full on August 19, 2026. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.22 · Expires 2032-08-11 | Direct | 13,078 |
Reported balance
Holding disclosure · report date 2025-08-20 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 13,078 F3: The option vested in full on August 12, 2023. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.00 · Expires 2031-02-28 | Direct | 2,273 |
Reported balance
Holding disclosure · report date 2025-08-20 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,273 F4: The option vested in full on March 1, 2022. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.10 · Expires 2030-11-03 | Direct | 1,493 |
Reported balance
Holding disclosure · report date 2025-08-20 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,493 F5: The option vested in full on November 4, 2021. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.71 · Expires 2029-04-16 | Direct | 5,304 |
Reported balance
Holding disclosure · report date 2025-08-20 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 5,304 F6: The option vested in full on April 16, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Fathom Holdings Inc. common stock.
F2: Of these shares, 82,645 are restricted stock units and vest in full on August 19, 2026.
F3: The option vested in full on August 12, 2023.
F4: The option vested in full on March 1, 2022.
F5: The option vested in full on November 4, 2021.
F6: The option vested in full on April 16, 2020.
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 |
|---|---|---|---|---|---|---|
| August 20, 2025 Filed Aug 21, 2025 16:30 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 82,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000379 · primary_doc.xml · nonDerivative · entry 1 Venable Jennifer B. · CIK 0001817247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,284 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Fathom Holdings Inc. common stock. F2 · ownership.direct: Of these shares, 82,645 are restricted stock units and vest in full on August 19, 2026. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 16:12 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | PurchaseCommon Stock | 5,248 | $1.86 | $9,758.66 |
DisclosureSEC source: 0001578563-24-000455 · primary_doc.xml · nonDerivative · entry 1 Venable Jennifer B. · CIK 0001817247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,639 F1 · ownership.direct: Of these shares, 43,478 are restricted stock units and vest in full on August 18, 2025. Read SEC document |
| August 19, 2024 Filed Sep 11, 2024 16:13 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 43,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000406 · primary_doc.xml · nonDerivative · entry 1 Venable Jennifer B. · CIK 0001817247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,391 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Fathom Holdings Inc. common stock. F2 · ownership.direct: Of these shares, 43,478 are restricted stock units and vest in full on August 18, 2025. Read SEC document |
| May 17, 2024 Filed May 20, 2024 16:02 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | PurchaseCommon Stock | 2,900 | $1.70 | $4,916.95 |
DisclosureSEC source: 0001578563-24-000227 · primary_doc.xml · nonDerivative · entry 1 Venable Jennifer B. · CIK 0001817247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,913 F1 · ownership.direct: Of these shares, 15,432 are restricted units and vest in full on August 27, 2024. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 18:28 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | PurchaseCommon Stock | 2,000 | $4.99 | $9,972.60 |
DisclosureSEC source: 0001578563-23-000090 · primary_doc.xml · nonDerivative · entry 1 Venable Jennifer B. · CIK 0001817247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,013 F1 · ownership.direct: Of these shares, 15,432 are restricted units and vest in full on August 27, 2024. Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 17:12 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 15,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-23-000083 · primary_doc.xml · nonDerivative · entry 1 Venable Jennifer B. · CIK 0001817247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,013 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Fathom Holdings Inc. common stock. The restricted stock units vest in full on August 27, 2024. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 16:21 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantStock Option (Right to Buy) · Derivative | 13,078 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0001104659-22-091771 · tm2223579-5_4seq1.xml · derivative · entry 2 Venable Jennifer B. · CIK 0001817247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,078 Underlying: Common Stock · 13,078 shares Expires 2032-08-11 F1 · derivative.exercise_date: The option will vest in full on August 12, 2023, provided that the reporting person provides Continuous Service to the Issuer or a Related Entity as of such vesting date. Read SEC document |
| December 15, 2021 Filed Dec 15, 2021 18:04 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | PurchaseCommon Stock | 581 | $17.13 | $9,951.77 |
DisclosureSEC source: 0001578563-21-000046 · primary_doc.xml · nonDerivative · entry 1 Venable Jennifer B. · CIK 0001817247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 581 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 16:13 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantStock Option (Right to Buy) · Derivative | 2,273 | $0.00 Strike: $44.00 | $0.00 |
DisclosureSEC source: 0001104659-21-031442 · tm218585d6_4seq1.xml · derivative · entry 1 Venable Jennifer B. · CIK 0001817247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,273 Underlying: Common Stock · 2,273 shares Expires 2031-02-28 F1 · derivative.exercise_date: The option will vest in full on March 1, 2022, provided that the reporting person provides Continuous Service to the Issuer or a Related Entity as of such vesting date. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 17:50 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantStock Option (Right to Buy) · Derivative | 1,493 | $0.00 Strike: $20.10 | $0.00 |
DisclosureSEC source: 0001578563-20-000033 · primary_doc.xml · derivative · entry 1 Venable Jennifer B. · CIK 0001817247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,493 Underlying: Common Stock · 1,493 shares Expires 2030-11-03 F1 · derivative.exercise_date: The option will vest in full on November 4, 2021, provided that the reporting person provides Continuous Service to the Issuer or a Related Entity as of such vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.