person · Reporting owner
Summers Lawrence Henry
Disclosed activity across 4 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Block, Inc.SQ · Entity 3041 | Director | July 31, 2023 | August 02, 2023 |
| Skillsoft Corp.SKIL · Entity 2275 | Director | July 17, 2025 | July 18, 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.
Block, Inc.
Report date July 31, 2023 · Filed August 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 18,611 |
Ending reported balance
After 2023-07-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-07-31 · Sale · Disposed 433 · Balance 21,847 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted February 28, 2023. F2: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $79.28 to $80.25 per share. The Reporting Person undertakes 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. Row 2 · 2023-07-31 · Sale · Disposed 3,236 · Balance 18,611 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted February 28, 2023. F3: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $80.29 to $81.20 per share. The Reporting Person undertakes 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. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 67,380 |
Reported balance
Holding disclosure · report date 2023-07-31 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 67,380 F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted February 28, 2023.
F2: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $79.28 to $80.25 per share. The Reporting Person undertakes 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.
F3: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $80.29 to $81.20 per share. The Reporting Person undertakes 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.
F4: 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.
Skillsoft Corp.
Report date July 17, 2025 · Filed July 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 50,254 |
Reported balance
After 2025-07-17 transaction · row 1
1 source rowRow 1 · 2025-07-17 · Exercise / conversion · Acquired 20,306 · Balance 50,254 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-07-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-07-17 · Exercise / conversion · Disposed 20,306 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F2: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,430 |
Reported balance
After 2025-07-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-07-17 · Grant · Acquired 12,430 · Balance 12,430 F1: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F2: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer.
F2: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Doma Holdings, Inc.
Report date September 27, 2024 · Filed September 27, 2024
Section 16 reporting ended · disclosed 2024-09-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-09-27 transaction · row 1
1 source rowRow 1 · 2024-09-27 · Disposition to issuer · Disposed 27,959 · Balance 0 F1: On September 27, 2024, RE Closing Buyer Corp. ("Parent") acquired the Issuer pursuant to certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of March 28, 2024, by and among the Issuer, Parent, and RE Closing Merger Sub Inc., a wholly-owned subsidiary of Parent ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger"). F2: As of the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of the Issuer's common stock outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $6.29 in cash (the "Merger Consideration"). In addition, each restricted stock unit of the Issuer that was outstanding immediately prior to the Effective Time, whether vested or unvested, was automatically cancelled and terminated as of immediately prior to the Effective Time and converted into the right to receive an amount in cash, less applicable tax withholdings, equal to the product of (i) the aggregate number of shares subject to such restricted stock units and (ii) the Merger Consideration. |
| Common StockSEC Table I · non-derivative | IndirectBy LHSummers Economic Consulting LLC | 0 |
Reported balance
After 2024-09-27 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-09-27 · Disposition to issuer · Disposed 27,715 · Balance 0 F1: On September 27, 2024, RE Closing Buyer Corp. ("Parent") acquired the Issuer pursuant to certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of March 28, 2024, by and among the Issuer, Parent, and RE Closing Merger Sub Inc., a wholly-owned subsidiary of Parent ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger"). F2: As of the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of the Issuer's common stock outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $6.29 in cash (the "Merger Consideration"). In addition, each restricted stock unit of the Issuer that was outstanding immediately prior to the Effective Time, whether vested or unvested, was automatically cancelled and terminated as of immediately prior to the Effective Time and converted into the right to receive an amount in cash, less applicable tax withholdings, equal to the product of (i) the aggregate number of shares subject to such restricted stock units and (ii) the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 27, 2024, RE Closing Buyer Corp. ("Parent") acquired the Issuer pursuant to certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of March 28, 2024, by and among the Issuer, Parent, and RE Closing Merger Sub Inc., a wholly-owned subsidiary of Parent ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger").
F2: As of the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of the Issuer's common stock outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $6.29 in cash (the "Merger Consideration"). In addition, each restricted stock unit of the Issuer that was outstanding immediately prior to the Effective Time, whether vested or unvested, was automatically cancelled and terminated as of immediately prior to the Effective Time and converted into the right to receive an amount in cash, less applicable tax withholdings, equal to the product of (i) the aggregate number of shares subject to such restricted stock units and (ii) the Merger Consideration.
Happen, Inc.
Report date June 04, 2018 · Filed June 04, 2018
Section 16 reporting ended · disclosed 2018-06-04. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| July 17, 2025 Filed Jul 18, 2025 18:45 UTC | Skillsoft Corp. SKIL · Entity 2275 | GrantRestricted Stock Units · Derivative | 12,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-020033 · form4-07182025_100737.xml · derivative · entry 3 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,430 Underlying: Class A Common Stock · 12,430 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. Read SEC document |
| July 17, 2025 Filed Jul 18, 2025 18:45 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionRestricted Stock Units · Derivative | 20,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-020033 · form4-07182025_100737.xml · derivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 20,306 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. Read SEC document |
| July 17, 2025 Filed Jul 18, 2025 18:45 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionClass A Common Stock | 20,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-020033 · form4-07182025_100737.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,254 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. Read SEC document |
| September 27, 2024 Filed Sep 27, 2024 16:53 UTC | Doma Holdings, Inc. DOMA · Entity 85310 | Disposition to issuerCommon Stock | 27,715 | $6.29 | $174,327.35 |
DisclosureSEC source: 0000950103-24-014120 · dp218480_4-summers.xml · nonDerivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LHSummers Economic Consulting LLC Disclosed balance after: 0 F1 · kind: On September 27, 2024, RE Closing Buyer Corp. ("Parent") acquired the Issuer pursuant to certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of March 28, 2024, by and among the Issuer, Parent, and RE Closing Merger Sub Inc., a wholly-owned subsidiary of Parent ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger"). F2 · price: As of the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of the Issuer's common stock outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $6.29 in cash (the "Merger Consideration"). In addition, each restricted stock unit of the Issuer that was outstanding immediately prior to the Effective Time, whether vested or unvested, was automatically cancelled and terminated as of immediately prior to the Effective Time and converted into the right to receive an amount in cash, less applicable tax withholdings, equal to the product of (i) the aggregate number of shares subject to such restricted stock units and (ii) the Merger Consideration. Read SEC document |
| September 27, 2024 Filed Sep 27, 2024 16:53 UTC | Doma Holdings, Inc. DOMA · Entity 85310 | Disposition to issuerCommon Stock | 27,959 | $6.29 | $175,862.11 |
DisclosureSEC source: 0000950103-24-014120 · dp218480_4-summers.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: On September 27, 2024, RE Closing Buyer Corp. ("Parent") acquired the Issuer pursuant to certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of March 28, 2024, by and among the Issuer, Parent, and RE Closing Merger Sub Inc., a wholly-owned subsidiary of Parent ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger"). F2 · price: As of the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of the Issuer's common stock outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $6.29 in cash (the "Merger Consideration"). In addition, each restricted stock unit of the Issuer that was outstanding immediately prior to the Effective Time, whether vested or unvested, was automatically cancelled and terminated as of immediately prior to the Effective Time and converted into the right to receive an amount in cash, less applicable tax withholdings, equal to the product of (i) the aggregate number of shares subject to such restricted stock units and (ii) the Merger Consideration. Read SEC document |
| July 19, 2024 Filed Jul 23, 2024 18:01 UTC | Skillsoft Corp. SKIL · Entity 2275 | GrantRestricted Stock Units · Derivative | 20,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019965 · form4-07232024_100703.xml · derivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,306 Underlying: Class A Common Stock · 20,306 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock of the Issuer. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. Read SEC document |
| July 18, 2024 Filed Jul 22, 2024 19:13 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionRestricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019890 · form4-07222024_110752.xml · derivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock of the Issuer. F3 · derivative.exercise_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. F3 · derivative.expiration_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. Read SEC document |
| July 18, 2024 Filed Jul 22, 2024 19:13 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionClass A Common Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019890 · form4-07222024_110752.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,948 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 · balance_after: All amounts of securities reported in this Form 4 reflect a 1-for-20 reverse stock split that became effective September 29, 2023. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 21:14 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 3,236 | $80.55 | $260,659.80 |
DisclosureSEC source: 0001209191-23-044253 · doc4.xml · nonDerivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,611 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted February 28, 2023. F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $80.29 to $81.20 per share. The Reporting Person undertakes 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. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 21:14 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 433 | $79.77 | $34,540.41 |
DisclosureSEC source: 0001209191-23-044253 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,847 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted February 28, 2023. F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $79.28 to $80.25 per share. The Reporting Person undertakes 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. Read SEC document |
| July 20, 2023 Filed Jul 24, 2023 17:55 UTC | Skillsoft Corp. SKIL · Entity 2275 | GrantRestricted Stock Units · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-011436 · form4-07242023_090721.xml · derivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Class A Common Stock · 75,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock of the Issuer. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 21:00 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,245 | $66.45 | $149,180.25 |
DisclosureSEC source: 0001209191-23-041174 · doc4.xml · nonDerivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,280 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted February 28, 2023. F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $65.92 to $66.81 per share. The Reporting Person undertakes 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. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 21:00 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,423 | $65.52 | $93,234.96 |
DisclosureSEC source: 0001209191-23-041174 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,525 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted February 28, 2023. F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $64.91 to $65.90 per share. The Reporting Person undertakes 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. Read SEC document |
| June 23, 2023 Filed Jun 23, 2023 19:46 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionRestricted Stock Units · Derivative | 35,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010280 · form4-06232023_110627.xml · derivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 35,398 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock of the Issuer. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. Read SEC document |
| June 23, 2023 Filed Jun 23, 2023 19:46 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionClass A Common Stock | 35,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010280 · form4-06232023_110627.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 523,996 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. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 21:26 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 3,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037448 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,948 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 13, 2024, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 16:10 UTC | Doma Holdings, Inc. DOMA · Entity 85310 | GrantCommon stock | 65,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001722438-23-000093 · wk-form4_1686600587.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 699,025 F1 · shares: Grant of Doma Holdings, Inc.'s (the "Company") common stock to the reporting person in the form of restricted stock units ("RSUs") pursuant to the Company's Omnibus Incentive Plan (the "Plan"). Represents a grant to a non-employee director under the Plan. The "Date of Grant" was June 8, 2023. These RSUs will be settled solely by delivery of shares of Company common stock and vest in full on the earlier of (i) the one-year anniversary of the Date of Grant and (ii) the date of the Company's next annual meeting of stockholders held after the Date of Grant, in each case, subject to continued service through such date as applicable. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 21:21 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 89 | $59.95 | $5,335.55 |
DisclosureSEC source: 0001209191-23-033379 · doc4.xml · nonDerivative · entry 3 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,133 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted February 28, 2023. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 21:21 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,336 | $59.30 | $79,224.80 |
DisclosureSEC source: 0001209191-23-033379 · doc4.xml · nonDerivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,222 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted February 28, 2023. F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $58.87 to $59.85 per share. The Reporting Person undertakes 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. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 21:21 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,243 | $58.23 | $130,609.89 |
DisclosureSEC source: 0001209191-23-033379 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,558 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted February 28, 2023. F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $57.87 to $58.86 per share. The Reporting Person undertakes 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. Read SEC document |
| July 07, 2022 Filed Jul 8, 2022 16:24 UTC | Doma Holdings, Inc. DOMA · Entity 85310 | GrantCommon stock | 64,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001722438-22-000102 · wf-form4_165731184067860.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 633,462 F1 · shares: Grant of Doma Holdings, Inc.'s (the "Company") common stock to the reporting person in the form of restricted stock units ("RSUs") pursuant to the Company's Omnibus Incentive Plan (the "Plan"). Represents a grant to a non-employee director under the Plan. The "Date of Grant" was July 7, 2022. These RSUs will be settled solely by delivery of shares of Company common stock and vest in full on the earlier of (i) the one-year anniversary of the Date of Grant and (ii) the date of the Company's next annual meeting of stockholders held after the Date of Grant, in each case, subject to continued service through such date as applicable. Read SEC document |
| June 23, 2022 Filed Jun 24, 2022 19:48 UTC | Skillsoft Corp. SKIL · Entity 2275 | GrantRestricted Stock Units · Derivative | 35,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015430 · form4.xml · derivative · entry 3 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,398 Underlying: Class A Common Stock · 35,398 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock of the Issuer. F4 · derivative.exercise_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. F4 · derivative.expiration_date: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. Read SEC document |
| June 23, 2022 Filed Jun 24, 2022 19:48 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionRestricted Stock Units · Derivative | 21,621 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015430 · form4.xml · derivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 21,621 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock of the Issuer. F3 · derivative.exercise_date: The restricted stock units vest on the earlier of December 28, 2022 or the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. F3 · derivative.expiration_date: The restricted stock units vest on the earlier of December 28, 2022 or the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. Read SEC document |
| June 23, 2022 Filed Jun 24, 2022 19:48 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionClass A Common Stock | 21,621 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015430 · form4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,598 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 · balance_after: Includes 466,977 shares of Class A common stock received for no additional consideration in a pro-rata distribution in-kind by Churchill Sponsor II LLC ("Sponsor") on June 17, 2022 as disclosed by Sponsor on a Form 4 filed June 22, 2022, which was exempt from reporting pursuant to Rule 16a-9. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 21:47 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 4,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037563 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,801 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 14, 2023, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| December 28, 2021 Filed Dec 30, 2021 20:56 UTC | Skillsoft Corp. SKIL · Entity 2275 | GrantRestricted Stock Units · Derivative | 21,621 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-154851 · tm2136620-8_4seq1.xml · derivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,621 Underlying: Class A common stock · 21,621 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share, of the Issuer. F2 · derivative.exercise_date: On December 28, 2021 (the "Grant Date"), the Reporting Person was granted 21,621 restricted stock units, which vest on the earlier of December 28, 2022 or the date of the Issuer's next annual meeting of stockholders following the Grant Date, subject to the Reporting Person's continued service with the Issuer. F2 · derivative.expiration_date: On December 28, 2021 (the "Grant Date"), the Reporting Person was granted 21,621 restricted stock units, which vest on the earlier of December 28, 2022 or the date of the Issuer's next annual meeting of stockholders following the Grant Date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 23:01 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 10,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069562 · doc4.xml · derivative · entry 3 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,380 Underlying: Class A Common Stock · 10,215 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: 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 · derivative.exercise_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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · 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. F2 · 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. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 23:01 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 10,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069562 · doc4.xml · nonDerivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,656 Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 23:01 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 10,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069562 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,871 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. Read SEC document |
| October 25, 2021 Filed Oct 28, 2021 01:00 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 11,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-061853 · doc4.xml · derivative · entry 3 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,595 Underlying: Class A Common Stock · 11,538 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: 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 · derivative.exercise_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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · 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. F2 · 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. Read SEC document |
| October 25, 2021 Filed Oct 28, 2021 01:00 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 11,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-061853 · doc4.xml · nonDerivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,656 Read SEC document |
| October 25, 2021 Filed Oct 28, 2021 01:00 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 11,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-061853 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,194 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. Read SEC document |
| October 05, 2021 Filed Oct 6, 2021 18:42 UTC | Doma Holdings, Inc. DOMA · Entity 85310 | GrantCommon stock | 32,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001722438-21-000033 · wf-form4_163356012180628.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,360 F1 · shares: Grant of Doma Holdings, Inc.'s (the "Company") common stock to the reporting person in the form of restricted stock units ("RSUs") pursuant to the Company's Omnibus Incentive Plan (the "Plan"). Represents a grant to a non-employee director under the Plan. These RSUs will be settled solely by delivery of shares of Company common stock and vest as follows: in one-third increments on each of July 29, 2022, July 29, 2023 and July 29, 2024, subject to continued service through such date as applicable. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 21:11 UTC | Doma Holdings, Inc. DOMA · Entity 85310 | GrantCommon Stock | 692,889 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-21-011666 · dp155509_4-summers.xml · nonDerivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LHSummers Economic Consulting LLC Disclosed balance after: 692,889 F1 · price: Received in exchange for shares of common stock of Doma Holdings, Inc., which was formerly known as States Title Holding, Inc. ("Former Doma") in connection with the merger by and among Capitol Investment Corp V., Capitol V Merger Sub, Inc. and Former Doma (the "Merger"). Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 21:11 UTC | Doma Holdings, Inc. DOMA · Entity 85310 | GrantCommon Stock | 537,170 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-21-011666 · dp155509_4-summers.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537,170 F1 · price: Received in exchange for shares of common stock of Doma Holdings, Inc., which was formerly known as States Title Holding, Inc. ("Former Doma") in connection with the merger by and among Capitol Investment Corp V., Capitol V Merger Sub, Inc. and Former Doma (the "Merger"). Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 21:38 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 1,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041593 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,656 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 15, 2022, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| June 16, 2020 Filed Jun 18, 2020 22:15 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 2,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037704 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,559 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 16, 2021, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 22:50 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 51,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049933 · doc4.xml · derivative · entry 4 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,133 Underlying: Class A Common Stock · 51,970 shares Expires not disclosed F2 · security: 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 · derivative.exercise_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. F2 · 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. F2 · 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. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 22:50 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 51,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049933 · doc4.xml · derivative · entry 3 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 111,886 Underlying: Class A Common Stock · 51,970 shares Expires not disclosed F2 · security: 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 · derivative.exercise_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. F2 · 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. F2 · 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. F1 · ownership.nature: The shares are held of record by LHS 2017 Qualified Annuity Trust - Square, for which the Reporting Person serves as trustee. Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 21:33 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 3,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038280 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,921 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 18, 2020, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| August 29, 2018 Filed Aug 31, 2018 21:04 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 37,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-049108 · doc4.xml · derivative · entry 4 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,163 Underlying: Class A Common Stock · 37,163 shares Expires not disclosed F2 · security: 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 · derivative.exercise_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. F2 · 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. F2 · 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. Read SEC document |
| August 29, 2018 Filed Aug 31, 2018 21:04 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 37,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-049108 · doc4.xml · derivative · entry 3 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 163,856 Underlying: Class A Common Stock · 37,163 shares Expires not disclosed F2 · security: 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 · derivative.exercise_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. F2 · 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. F2 · 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. F1 · ownership.nature: The shares are held of record by LHS 2017 Qualified Annuity Trust - Square, for which the Reporting Person serves as trustee. Read SEC document |
| July 25, 2018 Filed Jul 26, 2018 21:08 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 322,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044070 · doc4.xml · nonDerivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F2 · ownership.nature: The shares are held of record by the LHS 2016 Trust. Read SEC document |
| July 24, 2018 Filed Jul 26, 2018 21:08 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 322,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044070 · doc4.xml · derivative · entry 5 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 322,874 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. F4 · security: 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. F4 · derivative.exercise_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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the LHS 2016 Qualified Annuity Trust - Square (LHS 2016 Trust), for which the Reporting Person serves as trustee. F4 · 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. F4 · 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 by the LHS 2016 Trust. Read SEC document |
| July 24, 2018 Filed Jul 26, 2018 21:08 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 322,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044070 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 322,874 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the LHS 2016 Qualified Annuity Trust - Square (LHS 2016 Trust), for which the Reporting Person serves as trustee. F2 · ownership.nature: The shares are held of record by the LHS 2016 Trust. Read SEC document |
| June 19, 2018 Filed Jun 21, 2018 23:06 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 3,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039044 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,441 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 19, 2019, or the Issuer's next annual meeting of stockholders. Read SEC document |
| August 11, 2017 Filed Jan 11, 2018 22:08 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 201,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003268 · doc5.xml · derivative · entry 4 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 201,019 Underlying: Class A Common Stock · 201,019 shares Expires not disclosed F3 · security: 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. F3 · derivative.exercise_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. F1 · kind: This transaction involved a gift of shares by the Reporting Person to his LHS 2017 Qualified Annuity Trust - Square, for which the Reporting Person serves as trustee. F3 · 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. F3 · 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 by the LHS 2017 Qualified Annuity Trust - Square. Read SEC document |
| August 11, 2017 Filed Jan 11, 2018 22:08 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 201,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003268 · doc5.xml · derivative · entry 3 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 201,019 shares Expires not disclosed F3 · security: 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. F3 · derivative.exercise_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. F1 · kind: This transaction involved a gift of shares by the Reporting Person to his LHS 2017 Qualified Annuity Trust - Square, for which the Reporting Person serves as trustee. F3 · 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. F3 · 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. Read SEC document |
| August 11, 2017 Filed Jan 11, 2018 22:08 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 27,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003268 · doc5.xml · nonDerivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 27,382 F1 · kind: This transaction involved a gift of shares by the Reporting Person to his LHS 2017 Qualified Annuity Trust - Square, for which the Reporting Person serves as trustee. F2 · ownership.nature: The shares are held of record by the LHS 2017 Qualified Annuity Trust - Square. Read SEC document |
| August 11, 2017 Filed Jan 11, 2018 22:08 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 27,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003268 · doc5.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,651 F1 · kind: This transaction involved a gift of shares by the Reporting Person to his LHS 2017 Qualified Annuity Trust - Square, for which the Reporting Person serves as trustee. 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.