Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vicarious Surgical Inc.RBOT · Entity 8714 | CFO and Treasurer | December 23, 2024 | December 26, 2024 |
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.
Vicarious Surgical Inc.
Report date December 23, 2024 · Filed December 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,241 |
Reported balance
After 2024-12-23 transaction · row 1
1 source rowRow 1 · 2024-12-23 · Sale · Disposed 19 · Balance 12,241 F1: The sales reported in this Form 4 were effected to cover tax withholding obligations in connection with the vesting of restricted stock units that were granted on November 23, 2021. F2: This figure is the weighted average sales price of multiple trades ranging from $11.65 to $12.56 per share. The Reporting Person undertakes to provide the staff of the Securities Exchange Commission, Vicarious Surgical Inc. or any security holder of Vicarious Surgical Inc. full information about the number of shares sold at each separate price upon request. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected to cover tax withholding obligations in connection with the vesting of restricted stock units that were granted on November 23, 2021.
F2: This figure is the weighted average sales price of multiple trades ranging from $11.65 to $12.56 per share. The Reporting Person undertakes to provide the staff of the Securities Exchange Commission, Vicarious Surgical Inc. or any security holder of Vicarious Surgical Inc. full information about the number of shares sold at each separate price upon request.
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 |
|---|---|---|---|---|---|---|
| August 24, 2022 Filed Aug 25, 2022 20:06 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | SaleClass A Common Stock | 739 | $3.90 | $2,882.10 |
DisclosureSEC source: 0001213900-22-051210 · ownership.xml · nonDerivative · entry 2 Kelly William John · CIK 0001885525 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,927 F1 · kind: The sales reported in this Form 4 were effected to cover tax withholding obligations in connection with the vesting of restricted stock units that were granted on May 19, 2022. F3 · price: This figure is the weighted average sales price of multiple trades ranging from $3.85 to $4.00 per share. The Reporting Person undertakes to provide the staff of the Securities Exchange Commission, Vicarious Surgical Inc. or any security holder of Vicarious Surgical Inc. full information about the number of shares sold at each separate price upon request. Read SEC document |
| August 23, 2022 Filed Aug 25, 2022 20:06 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | SaleClass A Common Stock | 508 | $3.96 | $2,011.68 |
DisclosureSEC source: 0001213900-22-051210 · ownership.xml · nonDerivative · entry 1 Kelly William John · CIK 0001885525 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,666 F1 · kind: The sales reported in this Form 4 were effected to cover tax withholding obligations in connection with the vesting of restricted stock units that were granted on May 19, 2022. F2 · price: This figure is the weighted average sales price of multiple trades ranging from $3.92 to $4.085 per share. The Reporting Person undertakes to provide the staff of the Securities Exchange Commission, Vicarious Surgical Inc. or any security holder of Vicarious Surgical Inc. full information about the number of shares sold at each separate price upon request. Read SEC document |
| July 06, 2022 Filed Jul 6, 2022 21:27 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | SaleClass A Common Stock | 2,291 | $3.07 | $7,033.37 |
DisclosureSEC source: 0001213900-22-037737 · ownership.xml · nonDerivative · entry 1 Kelly William John · CIK 0001885525 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,174 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person. Read SEC document |
| June 21, 2022 Filed Jun 22, 2022 17:51 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | SaleClass A Common Stock | 963 | $3.70 | $3,566.95 |
DisclosureSEC source: 0001213900-22-034411 · ownership.xml · nonDerivative · entry 1 Kelly William John · CIK 0001885525 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,465 F1 · kind: The sales reported in this Form 4 were effected to cover tax withholding obligations in connection with the vesting of restricted stock units that were granted on November 23, 2021. F2 · price: This figure is the weighted average sales price of multiple trades ranging from $3.64 to $3.76 per share. The Reporting Person undertakes to provide the staff of the Securities Exchange Commission, Vicarious Surgical Inc. or any security holder of Vicarious Surgical Inc. full information about the number of shares sold at each separate price upon request. Read SEC document |
| May 19, 2022 Filed May 20, 2022 16:38 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | GrantClass A Common Stock | 304,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-028598 · ownership.xml · nonDerivative · entry 1 Kelly William John · CIK 0001885525 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,428 F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A common stock upon vesting. The RSUs vest in 16 equal quarterly installments over the four years following the date of grant, subject to the Reporting Person's continued service to Vicarious Surgical Inc. through the applicable vesting date. Read SEC document |
| April 06, 2022 Filed Apr 7, 2022 16:00 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | SaleClass A Common Stock | 2,310 | $4.92 | $11,365.20 |
DisclosureSEC source: 0001213900-22-018661 · ownership.xml · nonDerivative · entry 1 Kelly William John · CIK 0001885525 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,555 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person. Read SEC document |
| March 21, 2022 Filed Mar 23, 2022 19:58 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | Tax withholdingClass A Common Stock | 944 | $5.51 | $5,201.44 |
DisclosureSEC source: 0001213900-22-014602 · ownership.xml · nonDerivative · entry 1 Kelly William John · CIK 0001885525 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,865 F1 · kind: The sales reported in this Form 4 were effected to cover tax withholding obligations in connection with the vesting of restricted stock units that were granted on November 23, 2021. Read SEC document |
| February 02, 2022 Filed Feb 3, 2022 19:04 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | SaleClass A Common Stock | 2,068 | $6.32 | $13,069.76 |
DisclosureSEC source: 0001213900-22-005329 · ownership.xml · nonDerivative · entry 1 Kelly William John · CIK 0001885525 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,809 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 15:11 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | Tax withholdingClass A Common Stock | 1,185 | $10.09 | $11,956.65 |
DisclosureSEC source: 0001213900-21-066962 · ownership.xml · nonDerivative · entry 1 Kelly William John · CIK 0001885525 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,877 F1 · kind: The sales reported in this Form 4 were effected to cover tax withholding obligations in connection with the vesting of restricted stock units that were granted on November 23, 2021. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 13:40 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | GrantStock Option (right to buy) · Derivative | 104,125 | $0.00 Strike: $12.45 | $0.00 |
DisclosureSEC source: 0001213900-21-062145 · ownership.xml · derivative · entry 2 Kelly William John · CIK 0001885525 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,125 Underlying: Class A Common Stock · 104,125 shares Expires 2021-11-23 F2 · derivative.exercise_date: The shares underlying this option vest in equal monthly installments over 48 months beginning on September 20, 2021, provided that the initial three months of vesting will not occur until December 20, 2021, subject to Mr. Kelly's continued service through the applicable vesting date. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 13:40 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | GrantClass A Common Stock | 52,062 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-062145 · ownership.xml · nonDerivative · entry 1 Kelly William John · CIK 0001885525 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,062 F1 · price: Consists of restricted stock units ("RSUs"). Each RSU represents the right to receive one share of common stock upon vesting. The RSUs vest in 16 equal quarterly installments beginning on September 20, 2021, provided that the initial quarterly vesting installment will not occur until December 20, 2021, subject to Mr. Kelly's continued service through the applicable vesting date. Read SEC document |
| September 17, 2021 Filed Oct 1, 2021 17:26 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | GrantStock Option (right to buy) · Derivative | 1,024,263 | Not disclosed Strike: $1.90 | Not disclosed |
DisclosureSEC source: 0001213900-21-051179 · ownership.xml · derivative · entry 1 Kelly William John · CIK 0001885525 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,024,263 Underlying: Class A Common Stock · 1,024,263 shares Expires 2031-02-24 F2 · price: In connection with the closing of the transactions contemplated by the Agreement and Plan of Merger, dated as of April 15, 2021, by and among D8 Holdings Corp. ("D8"), Snowball Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of D8 ("Merger Sub"), and Vicarious Surgical Inc., a Delaware corporation ("Vicarious"), pursuant to which Merger Sub merged with and into Vicarious, with Vicarious surviving as a wholly-owned subsidiary of D8 (which changed its name to "Vicarious Surgical Inc.", the "Issuer"), these stock options were received in exchange for a stock option to acquire 310,542 shares of Vicarious common stock for $6.26 per share. F1 · derivative.exercise_date: The shares underlying this option will vest as to 25% on January 29, 2022, with the remainder vesting in 36 equal monthly installments thereafter, subject to Mr. Kelly's continued service 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.