Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fathom Holdings Inc.FTHM · Entity 7614 | Chief Financial Officer | January 02, 2025 | January 14, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Fathom Holdings Inc.
Report date January 02, 2025 · Filed January 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 252,510 |
Reported balance
After 2025-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-01-02 · Sale · Disposed 865 · Balance 252,510 F1: Reflects shares sold to cover taxes upon the vesting of restricted stock on December 31, 2024. F2: The reported securities were sold in multiple transactions at prices ranging from $1.50 to $1.52. 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 such range. F3: Of these shares, 100,000 are restricted and vest 1/3 each on the first, second and third anniversary of the grant date, 36,312 are restricted and vest in full on March 30, 2025, 9,314 are restricted and vest in full on June 29, 2025, and 12,563 are restricted and vest in full on March 30, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares sold to cover taxes upon the vesting of restricted stock on December 31, 2024.
F2: The reported securities were sold in multiple transactions at prices ranging from $1.50 to $1.52. 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 such range.
F3: Of these shares, 100,000 are restricted and vest 1/3 each on the first, second and third anniversary of the grant date, 36,312 are restricted and vest in full on March 30, 2025, 9,314 are restricted and vest in full on June 29, 2025, and 12,563 are restricted and vest in full on March 30, 2026.
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 |
|---|---|---|---|---|---|---|
| January 02, 2025 Filed Jan 14, 2025 17:42 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | SaleCommon Stock | 865 | $1.50 | $1,297.50 |
DisclosureSEC source: 0001578563-25-000020 · primary_doc.xml · nonDerivative · entry 1 Zach Joanne · CIK 0002041573 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 252,510 F1 · kind: Reflects shares sold to cover taxes upon the vesting of restricted stock on December 31, 2024. F2 · price: The reported securities were sold in multiple transactions at prices ranging from $1.50 to $1.52. 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 such range. F3 · ownership.direct: Of these shares, 100,000 are restricted and vest 1/3 each on the first, second and third anniversary of the grant date, 36,312 are restricted and vest in full on March 30, 2025, 9,314 are restricted and vest in full on June 29, 2025, and 12,563 are restricted and vest in full on March 30, 2026. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 16:05 UTC | Fathom Holdings Inc. FTHM · Entity 7614 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000436 · primary_doc.xml · nonDerivative · entry 1 Zach Joanne · CIK 0002041573 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,375 F1 · ownership.direct: Of these shares, 100,000 are restricted and vest 1/3 each on the first, second and third anniversary of the grant date, 2,861 are restricted and vest in full on December 30, 2024, 36,312 are restricted and vest in full on March 30, 2025, 9,314 are restricted and vest in full on June 29, 2025, and 12,563 are restricted and vest in full on March 30, 2026. 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.