Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALKAMI TECHNOLOGY, INC.ALKT · Entity 1625 | Director | April 05, 2025 | April 07, 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.
ALKAMI TECHNOLOGY, INC.
Report date April 05, 2025 · Filed April 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 406,455 |
Reported balance
After 2025-04-05 transaction · row 1
1 source rowRow 1 · 2025-04-05 · Grant · Acquired 511 · Balance 406,455 |
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 |
|---|---|---|---|---|---|---|
| April 05, 2025 Filed Apr 7, 2025 19:01 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 511 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-25-000061 · wk-form4_1744066902.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 406,455 Read SEC document |
| January 05, 2025 Filed Jan 7, 2025 19:35 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-25-000008 · wk-form4_1736296497.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 405,944 Read SEC document |
| October 05, 2024 Filed Oct 8, 2024 17:16 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 415 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-24-000203 · wk-form4_1728422158.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 405,610 Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 17:01 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 476 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-24-000156 · wk-form4_1720558881.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 405,195 Read SEC document |
| May 15, 2024 Filed May 17, 2024 17:51 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 6,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-24-000104 · wk-form4_1715982691.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 404,719 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| April 05, 2024 Filed Apr 8, 2024 19:23 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 541 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-24-000082 · wk-form4_1712618612.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 397,866 Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 16:58 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 561 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-24-000010 · wk-form4_1704837470.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 397,325 Read SEC document |
| October 05, 2023 Filed Oct 6, 2023 19:11 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 741 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-23-000179 · wk-form4_1696633892.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 396,764 Read SEC document |
| July 05, 2023 Filed Jul 7, 2023 17:15 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-23-000136 · wk-form4_1688764521.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 396,023 Read SEC document |
| May 17, 2023 Filed May 19, 2023 16:38 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 13,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-23-000114 · wf-form4_168452867159313.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 395,179 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| April 05, 2023 Filed Apr 7, 2023 16:27 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 965 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-23-000079 · wf-form4_168089923827404.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 381,480 Read SEC document |
| January 05, 2023 Filed Jan 9, 2023 17:21 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 785 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-23-000018 · wf-form4_167330287947838.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,515 Read SEC document |
| October 05, 2022 Filed Oct 7, 2022 17:32 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 694 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-22-000154 · wf-form4_166517836122171.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,730 Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 17:47 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 793 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-22-000129 · wf-form4_165714399614874.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,036 Read SEC document |
| May 18, 2022 Filed May 20, 2022 18:01 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 14,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-22-000107 · wf-form4_165308406924477.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378,243 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| April 05, 2022 Filed Apr 7, 2022 18:48 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-22-000053 · wf-form4_164937171457271.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,064 Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 18:33 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-22-000013 · wf-form4_164159840337820.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,335 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Award Plan. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 19:30 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionStock Option (Right to Buy) · Derivative | 90,553 | $0.00 Strike: $0.03 | $0.00 |
DisclosureSEC source: 0001529274-21-000111 · wf-form4_163892340771936.xml · derivative · entry 2 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 90,553 shares Expires 2022-09-29 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_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 19:30 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionCommon Stock | 90,553 | $0.03 | $2,716.59 |
DisclosureSEC source: 0001529274-21-000111 · wf-form4_163892340771936.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,867 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 |
| December 02, 2021 Filed Dec 3, 2021 18:02 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionStock Option (Right to Buy) · Derivative | 90,554 | $0.00 Strike: $0.03 | $0.00 |
DisclosureSEC source: 0001529274-21-000109 · wf-form4_163857254892682.xml · derivative · entry 2 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,553 Underlying: Common Stock · 90,554 shares Expires 2022-09-29 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_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| December 02, 2021 Filed Dec 3, 2021 18:02 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionCommon Stock | 90,554 | $0.03 | $2,716.62 |
DisclosureSEC source: 0001529274-21-000109 · wf-form4_163857254892682.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,314 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 |
| November 23, 2021 Filed Nov 24, 2021 16:15 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionStock Option (Right to Buy) · Derivative | 181,108 | $0.00 Strike: $0.03 | $0.00 |
DisclosureSEC source: 0001529274-21-000099 · wf-form4_163778847926877.xml · derivative · entry 2 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,107 Underlying: Common Stock · 181,108 shares Expires 2022-09-29 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_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| November 23, 2021 Filed Nov 24, 2021 16:15 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionCommon Stock | 181,108 | $0.03 | $5,433.24 |
DisclosureSEC source: 0001529274-21-000099 · wf-form4_163778847926877.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,760 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 |
| November 10, 2021 Filed Nov 15, 2021 16:43 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionStock Option (Right to Buy) · Derivative | 195,597 | $0.03 Strike: $0.03 | $5,867.91 |
DisclosureSEC source: 0001529274-21-000095 · wf-form4_163701257809715.xml · derivative · entry 3 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,215 Underlying: Common Stock · 195,597 shares Expires 2022-09-29 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_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| November 10, 2021 Filed Nov 15, 2021 16:43 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | SaleCommon Stock | 195,597 | $26.36 | $5,155,936.92 |
DisclosureSEC source: 0001529274-21-000095 · wf-form4_163701257809715.xml · nonDerivative · entry 2 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652 Read SEC document |
| November 10, 2021 Filed Nov 15, 2021 16:43 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionCommon Stock | 195,597 | $0.03 | $5,867.91 |
DisclosureSEC source: 0001529274-21-000095 · wf-form4_163701257809715.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,249 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 |
| October 05, 2021 Filed Oct 7, 2021 17:47 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-21-000065 · wf-form4_163364323245643.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652 F1 · shares: The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Award Plan. Read SEC document |
| July 28, 2021 Filed Jul 29, 2021 16:01 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-21-000020 · wf-form4_162758885086792.xml · nonDerivative · entry 1 Nelson Gary Lynn · CIK 0001853133 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265 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.