Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Marqeta, Inc.MQ · Entity 806 | Director · Chief Executive Officer | December 01, 2024 | December 03, 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.
Marqeta, Inc.
Report date December 01, 2024 · Filed December 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 763,585 |
Ending reported balance
After 2024-12-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2024-12-01 · Exercise / conversion · Acquired 44,391 · Balance 688,447 F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. Row 2 · 2024-12-01 · Tax withholding · Disposed 22,498 · Balance 665,949 F2: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act. Row 3 · 2024-12-01 · Exercise / conversion · Acquired 96,605 · Balance 762,554 F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. Row 4 · 2024-12-01 · Tax withholding · Disposed 48,960 · Balance 713,594 F2: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act. Row 5 · 2024-12-01 · Exercise / conversion · Acquired 101,361 · Balance 814,955 F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. Row 6 · 2024-12-01 · Tax withholding · Disposed 51,370 · Balance 763,585 F2: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 266,343 |
Reported balance
After 2024-12-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-12-01 · Exercise / conversion · Disposed 44,391 · Balance 266,343 F3: Each restricted stock unit is convertible into one share of Class A Common Stock. F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F4: One-fourth (1/4th) of the restricted stock units vested on June 1, 2023, and one-sixteenth (1/16th) of the restricted stock units vest on each September 1, December 1, March 1, and June 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 483,023 |
Reported balance
After 2024-12-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-12-01 · Exercise / conversion · Disposed 96,605 · Balance 483,023 F3: Each restricted stock unit is convertible into one share of Class A Common Stock. F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F5: One-twelfth (1/12th) of the restricted stock units vested on June 1, 2023, and one-twelfth (1/12th) of the restricted stock units vest on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 912,250 |
Reported balance
After 2024-12-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-12-01 · Exercise / conversion · Disposed 101,361 · Balance 912,250 F3: Each restricted stock unit is convertible into one share of Class A Common Stock. F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F6: One-twelfth (1/12th) of the restricted stock units vested on June 1, 2024, and one-twelfth (1/12th) of the restricted stock units vest on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.
F2: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.
F3: Each restricted stock unit is convertible into one share of Class A Common Stock.
F4: One-fourth (1/4th) of the restricted stock units vested on June 1, 2023, and one-sixteenth (1/16th) of the restricted stock units vest on each September 1, December 1, March 1, and June 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.
F5: One-twelfth (1/12th) of the restricted stock units vested on June 1, 2023, and one-twelfth (1/12th) of the restricted stock units vest on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.
F6: One-twelfth (1/12th) of the restricted stock units vested on June 1, 2024, and one-twelfth (1/12th) of the restricted stock units vest on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.
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 01, 2023 Filed Jun 5, 2023 21:25 UTC | Marqeta, Inc. MQ · Entity 806 | Tax withholdingClass A Common Stock | 33,406 | $4.78 | $159,680.68 |
DisclosureSEC source: 0001963813-23-000006 · wk-form4_1686000317.xml · nonDerivative · entry 4 Khalaf Simon · CIK 0001963813 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,359 F2 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act. F2 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:25 UTC | Marqeta, Inc. MQ · Entity 806 | Exercise / conversionClass A Common Stock | 96,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001963813-23-000006 · wk-form4_1686000317.xml · nonDerivative · entry 3 Khalaf Simon · CIK 0001963813 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,765 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: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F1 · price: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:25 UTC | Marqeta, Inc. MQ · Entity 806 | Tax withholdingClass A Common Stock | 61,401 | $4.78 | $293,496.78 |
DisclosureSEC source: 0001963813-23-000006 · wk-form4_1686000317.xml · nonDerivative · entry 2 Khalaf Simon · CIK 0001963813 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,161 F2 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act. F2 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:25 UTC | Marqeta, Inc. MQ · Entity 806 | Exercise / conversionClass A Common Stock | 177,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001963813-23-000006 · wk-form4_1686000317.xml · nonDerivative · entry 1 Khalaf Simon · CIK 0001963813 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,562 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: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F1 · price: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 22:05 UTC | Marqeta, Inc. MQ · Entity 806 | GrantStock Option (Right to Buy) · Derivative | 1,809,272 | $0.00 Strike: $6.38 | $0.00 |
DisclosureSEC source: 0001963813-23-000004 · wf-form4_167667149002361.xml · derivative · entry 2 Khalaf Simon · CIK 0001963813 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,809,272 Underlying: Class A Common Stock · 1,809,272 shares Expires 2033-02-14 F3 · derivative.exercise_date: One thirty-sixth (1/36th) of the shares subject to the option vest on March 15, 2023 and on the 15th of each month thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 22:05 UTC | Marqeta, Inc. MQ · Entity 806 | GrantRestricted Stock Units · Derivative | 1,159,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001963813-23-000004 · wf-form4_167667149002361.xml · derivative · entry 1 Khalaf Simon · CIK 0001963813 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,869,503 Underlying: Class A Common Stock · 1,159,255 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock. F2 · derivative.exercise_date: One-twelfth (1/12th) of the restricted stock units vest on June 1, 2023, and an additional one-twelfth (1/12th) of the restricted stock units vest on each September 1, December 1, March 1, and June 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date. F2 · derivative.expiration_date: One-twelfth (1/12th) of the restricted stock units vest on June 1, 2023, and an additional one-twelfth (1/12th) of the restricted stock units vest on each September 1, December 1, March 1, and June 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each 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.