Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverCommerce Inc.EVCM · Entity 4719 | Director | June 20, 2024 | June 24, 2024 |
| Kraft Heinz CoKHC · Entity 3144 | Director | May 08, 2025 | May 12, 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.
EverCommerce Inc.
Report date June 20, 2024 · Filed June 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,935 |
Reported balance
After 2024-06-20 transaction · row 1
1 source rowRow 1 · 2024-06-20 · Grant · Acquired 20,366 · Balance 35,935 F1: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest and settle on the earlier of (i) the day immediately preceding the date of the Issuer's first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board as a Non-Employee Director through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest and settle on the earlier of (i) the day immediately preceding the date of the Issuer's first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board as a Non-Employee Director through the applicable vesting date.
Kraft Heinz Co
Report date May 08, 2025 · Filed May 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,494 |
Reported balance
After 2025-05-08 transaction · row 1
1 source rowRow 1 · 2025-05-08 · Grant · Acquired 6,494 · Balance 6,494 F1: Grant of deferred shares, receipt of which is deferred until the six-month anniversary of Ms. Soo's separation from service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of deferred shares, receipt of which is deferred until the six-month anniversary of Ms. Soo's separation from service as a director.
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 |
|---|---|---|---|---|---|---|
| May 08, 2025 Filed May 12, 2025 21:35 UTC | Kraft Heinz Co KHC · Entity 3144 | GrantCommon Stock | 6,494 | $28.49 | $185,014.06 |
DisclosureSEC source: 0001637459-25-000075 · wk-form4_1747085715.xml · nonDerivative · entry 1 Soo Debby · CIK 0001856784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,494 F1 · shares: Grant of deferred shares, receipt of which is deferred until the six-month anniversary of Ms. Soo's separation from service as a director. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 21:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 20,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-031145 · form4.xml · nonDerivative · entry 1 Soo Debby · CIK 0001856784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,935 F1 · shares: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest and settle on the earlier of (i) the day immediately preceding the date of the Issuer's first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board as a Non-Employee Director through the applicable vesting date. F1 · price: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest and settle on the earlier of (i) the day immediately preceding the date of the Issuer's first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board as a Non-Employee Director through the applicable vesting date. Read SEC document |
| November 29, 2023 Filed Dec 8, 2023 23:06 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 10,000 | $9.28 | $92,831.00 |
DisclosureSEC source: 0001140361-23-057026 · form4.xml · nonDerivative · entry 2 Soo Debby · CIK 0001856784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,569 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.40 to $8.55, inclusive. 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 ranges set forth in this footnote. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.17 to $9.36, inclusive. 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 ranges set forth in this footnote. Read SEC document |
| November 21, 2023 Filed Dec 8, 2023 23:06 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 10,588 | $8.46 | $89,551.19 |
DisclosureSEC source: 0001140361-23-057026 · form4.xml · nonDerivative · entry 1 Soo Debby · CIK 0001856784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,569 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.40 to $8.55, inclusive. 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 ranges set forth in this footnote. F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.40 to $8.55, inclusive. 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 ranges set forth in this footnote. Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 20:49 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 15,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-031211 · form4.xml · nonDerivative · entry 1 Soo Debby · CIK 0001856784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,157 F1 · shares: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest and settle on the earlier of (i) the day immediately preceding the date of the Issuer's first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board as a Non-Employee Director through the applicable vesting date. F1 · price: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest and settle on the earlier of (i) the day immediately preceding the date of the Issuer's first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board as a Non-Employee Director through the applicable vesting date. Read SEC document |
| June 22, 2022 Filed Jun 24, 2022 20:26 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 20,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-024007 · form4.xml · nonDerivative · entry 1 Soo Debby · CIK 0001856784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,588 F1 · shares: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest and settle on the earlier of (i) the day immediately preceding the date of the Issuer's first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board as a Non-Employee Director through the applicable vesting date. F1 · price: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest and settle on the earlier of (i) the day immediately preceding the date of the Issuer's first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board as a Non-Employee Director through the applicable vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.