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 |
|---|---|---|---|---|---|---|
| June 14, 2017 Filed Jun 16, 2017 21:08 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 10,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-040586 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,033 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, 2017, or the Issuer's next annual meeting of stockholders. Read SEC document |
| June 13, 2017 Filed Jun 16, 2017 21:08 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 167,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-040586 · doc4.xml · derivative · entry 3 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,019 Underlying: Class A Common Stock · 167,805 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 |
| June 13, 2017 Filed Jun 16, 2017 21:08 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 167,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-040586 · doc4.xml · derivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 322,874 Underlying: Class A Common Stock · 167,805 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. F3 · ownership.nature: The shares are held of record by the LHS 2016 Qualified Annuity Trust - Square, for which the Reporting Person serves as trustee. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 22:57 UTC | Happen, Inc. LC · Entity 4526 | GrantCommon Stock | 35,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020987 · form4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,336 F1 · shares: Represents the annual equity award of restricted stock units to each non-employee director pursuant to the approved non-employee director compensation plan. The award is made under the LendingClub Corporation 2014 Equity Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of the Issuer's common stock. The restricted stock units are scheduled to vest as to 25% of the total shares quarterly, over a one-year period, beginning on June 6, 2017, subject to continued service through each vesting date. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 22:21 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037434 · doc4.xml · derivative · entry 4 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 490,679 Underlying: Class A Common Stock · 100,000 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. F5 · 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. F5 · 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. 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 by the LHS 2016 Trust. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 22:21 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 100,000 | $23.22 | $2,322,000.00 |
DisclosureSEC source: 0001209191-17-037434 · doc4.xml · nonDerivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the LHS 2016 Trust. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $23.03 to $23.56 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. F2 · ownership.nature: The shares are held of record by the LHS 2016 Trust. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 22:21 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037434 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 100,000 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 · 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 |
| May 05, 2017 Filed May 10, 2017 01:01 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031132 · doc4.xml · derivative · entry 4 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 590,679 Underlying: Class A Common Stock · 150,000 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. F5 · 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. F5 · 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. 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 by the LHS 2016 Trust. Read SEC document |
| May 05, 2017 Filed May 10, 2017 01:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 150,000 | $19.67 | $2,950,500.00 |
DisclosureSEC source: 0001209191-17-031132 · doc4.xml · nonDerivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the LHS 2016 Trust. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $19.41 to $19.90 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. F2 · ownership.nature: The shares are held of record by the LHS 2016 Trust. Read SEC document |
| May 05, 2017 Filed May 10, 2017 01:01 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031132 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 150,000 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 · 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 |
| April 24, 2017 Filed Apr 26, 2017 22:07 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 24,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028247 · 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 · 24,604 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. 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: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the LHS 2015 Qualified Annuity Trust #2S dated March 26, 2015 (LHS 2015 #2S), 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 LHS 2015 #2S. Read SEC document |
| April 24, 2017 Filed Apr 26, 2017 22:07 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 24,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028247 · 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 LHS 2015 #2S. Read SEC document |
| April 24, 2017 Filed Apr 26, 2017 22:07 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 24,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028247 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 24,604 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 2015 Qualified Annuity Trust #2S dated March 26, 2015 (LHS 2015 #2S), for which the Reporting Person serves as trustee. F2 · ownership.nature: The shares are held of record by LHS 2015 #2S. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:29 UTC | Happen, Inc. LC · Entity 4526 | Exercise / conversionStock Option (right to buy) · Derivative | 333,108 | $0.00 Strike: $0.70 | $0.00 |
DisclosureSEC source: 0001127602-17-003689 · form4.xml · derivative · entry 4 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 333,108 shares Expires 2022-12-13 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. F3 · derivative.exercise_date: The options are fully vested and no longer outstanding. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:29 UTC | Happen, Inc. LC · Entity 4526 | Exercise / conversionCommon Stock | 333,108 | $0.70 | $231,510.06 |
DisclosureSEC source: 0001127602-17-003689 · form4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 818,143 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 65,275 shares that transferred from LHS 2015 Qualified Annuity Trust #1L to the reporting person as of October 20, 2016. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 22:27 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 23,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003239 · doc4.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 · 23,125 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 |
| January 06, 2017 Filed Jan 10, 2017 22:27 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 23,125 | $15.00 | $346,875.00 |
DisclosureSEC source: 0001209191-17-003239 · doc4.xml · nonDerivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,382 Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 22:27 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 23,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003239 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,507 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 |
| December 07, 2016 Filed Dec 8, 2016 23:48 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 23,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154247 · doc4.xml · derivative · entry 3 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,125 Underlying: Class A Common Stock · 23,125 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. 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: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. 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 |
| December 07, 2016 Filed Dec 8, 2016 23:48 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 23,125 | $13.75 | $317,968.75 |
DisclosureSEC source: 0001209191-16-154247 · doc4.xml · nonDerivative · entry 2 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,382 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 23:48 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 23,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154247 · doc4.xml · nonDerivative · entry 1 Summers Lawrence Henry · CIK 0001626636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,507 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.