Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SmartRent, Inc.SMRT · Entity 6112 | Director · Chief Executive Officer | July 24, 2024 | July 24, 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.
SmartRent, Inc.
Report date July 24, 2024 · Filed July 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,428,607 |
Ending reported balance
After 2024-07-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-07-24 · Exercise / conversion · Acquired 1,521 · Balance 11,429,244 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. Row 2 · 2024-07-24 · Tax withholding · Disposed 637 · Balance 11,428,607 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 20,384 |
Reported balance
After 2024-07-24 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-07-24 · Exercise / conversion · Acquired 183 · Balance 20,384 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 20,307 |
Reported balance
After 2024-07-24 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2024-07-24 · Tax withholding · Disposed 77 · Balance 20,307 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 19,777 |
Reported balance
After 2024-07-24 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-07-24 · Exercise / conversion · Disposed 1,521 · Balance 19,777 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F2: The Restricted Stock Units vest as follows: one-fourth vested on August 24, 2022 with the remaining vesting in 36 equal monthly installments until vested in full. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | IndirectBy Spouse | 17,373 |
Reported balance
After 2024-07-24 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-07-24 · Exercise / conversion · Disposed 183 · Balance 17,373 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F2: The Restricted Stock Units vest as follows: one-fourth vested on August 24, 2022 with the remaining vesting in 36 equal monthly installments until vested in full. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share.
F2: The Restricted Stock Units vest as follows: one-fourth vested on August 24, 2022 with the remaining vesting in 36 equal monthly installments until vested in full.
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 19, 2022 Filed Apr 20, 2022 17:18 UTC | SmartRent, Inc. SMRT · Entity 6112 | Exercise / conversionRestricted Stock Units · Derivative | 122,114 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025044 · doc4.xml · derivative · entry 3 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,341 Underlying: Class A Common Stock · 122,114 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F4 · derivative.exercise_date: The Restricted Stock Units vest as follows: one-fourth vested on April 19, 2022 with the remaining vesting in 1/48 equal monthly installments until vested in full. F4 · derivative.expiration_date: The Restricted Stock Units vest as follows: one-fourth vested on April 19, 2022 with the remaining vesting in 1/48 equal monthly installments until vested in full. Read SEC document |
| April 19, 2022 Filed Apr 20, 2022 17:18 UTC | SmartRent, Inc. SMRT · Entity 6112 | Tax withholdingClass A Common Stock | 37,257 | $4.97 | $185,167.29 |
DisclosureSEC source: 0001209191-22-025044 · doc4.xml · nonDerivative · entry 2 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,949,450 F3 · shares: Represents withholding of shares to pay tax liability incident to the vesting of Restricted Stock Units. Read SEC document |
| April 19, 2022 Filed Apr 20, 2022 17:18 UTC | SmartRent, Inc. SMRT · Entity 6112 | Exercise / conversionClass A Common Stock | 122,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025044 · doc4.xml · nonDerivative · entry 1 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,986,707 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 · shares: Represents shares acquired upon vesting of Restricted Stock Units. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 21:28 UTC | SmartRent, Inc. SMRT · Entity 6112 | GrantRestricted Stock Units · Derivative | 40,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-004281 · doc4.xml · derivative · entry 3 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F2 · derivative.exercise_date: The restricted stock units shall vest as follows: one-fourth shall vest on January 18, 2022 (the "Vesting Start Date"), with the remaining vesting in 1/48 equal installments on each monthly anniversary of the Vesting Start Date until vested in full, subject to continued employment. F2 · derivative.expiration_date: The restricted stock units shall vest as follows: one-fourth shall vest on January 18, 2022 (the "Vesting Start Date"), with the remaining vesting in 1/48 equal installments on each monthly anniversary of the Vesting Start Date until vested in full, subject to continued employment. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 21:28 UTC | SmartRent, Inc. SMRT · Entity 6112 | GrantRestricted Stock Units · Derivative | 540,666 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-004281 · doc4.xml · derivative · entry 2 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540,666 Underlying: Class A Common Stock · 540,666 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F2 · derivative.exercise_date: The restricted stock units shall vest as follows: one-fourth shall vest on January 18, 2022 (the "Vesting Start Date"), with the remaining vesting in 1/48 equal installments on each monthly anniversary of the Vesting Start Date until vested in full, subject to continued employment. F2 · derivative.expiration_date: The restricted stock units shall vest as follows: one-fourth shall vest on January 18, 2022 (the "Vesting Start Date"), with the remaining vesting in 1/48 equal installments on each monthly anniversary of the Vesting Start Date until vested in full, subject to continued employment. Read SEC document |
| November 29, 2021 Filed Nov 30, 2021 13:32 UTC | SmartRent, Inc. SMRT · Entity 6112 | PurchaseClass A Common Stock | 5,243 | $9.52 | $49,912.31 |
DisclosureSEC source: 0001209191-21-067099 · doc4.xml · nonDerivative · entry 2 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,864,593 Read SEC document |
| November 29, 2021 Filed Nov 30, 2021 13:32 UTC | SmartRent, Inc. SMRT · Entity 6112 | PurchaseClass A Common Stock | 5,321 | $9.24 | $49,166.04 |
DisclosureSEC source: 0001209191-21-067099 · doc4.xml · nonDerivative · entry 1 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,859,350 Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 20:32 UTC | SmartRent, Inc. SMRT · Entity 6112 | GrantRestricted Stock Units · Derivative | 82,645 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-034354 · doc4.xml · derivative · entry 6 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,645 Underlying: Class A Common Stock · 82,645 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F7 · derivative.exercise_date: One-third of the restricted stock units vest on August 24, 2022, and one-third will vest on the 12-month anniversary thereof each year until vested in full. F7 · derivative.expiration_date: One-third of the restricted stock units vest on August 24, 2022, and one-third will vest on the 12-month anniversary thereof each year until vested in full. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 20:32 UTC | SmartRent, Inc. SMRT · Entity 6112 | GrantRestricted Stock Units · Derivative | 73,022 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-034354 · doc4.xml · derivative · entry 5 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,022 Underlying: Class A Common Stock · 73,022 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F6 · derivative.exercise_date: The restricted stock units shall vest as follows: one-fourth shall vest on August 24, 2022, with the remaining vesting in 1/48 equal monthly installments until vested in full. F6 · derivative.expiration_date: The restricted stock units shall vest as follows: one-fourth shall vest on August 24, 2022, with the remaining vesting in 1/48 equal monthly installments until vested in full. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 20:32 UTC | SmartRent, Inc. SMRT · Entity 6112 | GrantRestricted Stock Units · Derivative | 488,455 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-034354 · doc4.xml · derivative · entry 4 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,455 Underlying: Class A Common Stock · 488,455 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F1 · derivative.exercise_date: Pursuant to the business combination of Fifth Wall Acquisition Corp. I and SmartRent.com, Inc. ("Legacy SmartRent"), each share of Legacy SmartRent outstanding common and preferred stock and common stock underlying outstanding warrants was automatically converted into shares of the issuer's Class A Common Stock based on a 1-to-4.8846 exchange ratio (the "Exchange Ratio"). In addition, each outstanding Legacy SmartRent equity award was automatically converted into a corresponding equity award of the issuer based on the Exchange Ratio and with the same terms and vesting conditions as the Legacy SmartRent equity awards. F5 · derivative.exercise_date: The restricted stock units shall vest as follows: one-fourth shall vest on April 19, 2022, with the remaining vesting in 1/48 equal monthly installments until vested in full. F5 · derivative.expiration_date: The restricted stock units shall vest as follows: one-fourth shall vest on April 19, 2022, with the remaining vesting in 1/48 equal monthly installments until vested in full. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 20:32 UTC | SmartRent, Inc. SMRT · Entity 6112 | GrantEmployee Stock Options (Right to Buy) · Derivative | 2,237,791 | $0.00 Strike: $0.47 | $0.00 |
DisclosureSEC source: 0000899243-21-034354 · doc4.xml · derivative · entry 3 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,237,791 Underlying: Class A Common Stock · 2,237,791 shares Expires 2029-08-17 F1 · derivative.exercise_date: Pursuant to the business combination of Fifth Wall Acquisition Corp. I and SmartRent.com, Inc. ("Legacy SmartRent"), each share of Legacy SmartRent outstanding common and preferred stock and common stock underlying outstanding warrants was automatically converted into shares of the issuer's Class A Common Stock based on a 1-to-4.8846 exchange ratio (the "Exchange Ratio"). In addition, each outstanding Legacy SmartRent equity award was automatically converted into a corresponding equity award of the issuer based on the Exchange Ratio and with the same terms and vesting conditions as the Legacy SmartRent equity awards. F3 · derivative.exercise_date: The stock option is currently vested and exercisable as to 2,043,569 shares with the remaining shares vesting in 1/48 equal monthly installments until fully vested on October 21, 2021. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 20:32 UTC | SmartRent, Inc. SMRT · Entity 6112 | GrantEmployee Stock Options (Right to Buy) · Derivative | 2,372,195 | $0.00 Strike: $0.64 | $0.00 |
DisclosureSEC source: 0000899243-21-034354 · doc4.xml · derivative · entry 2 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,372,195 Underlying: Class A Common Stock · 2,372,195 shares Expires 2030-11-18 F1 · derivative.exercise_date: Pursuant to the business combination of Fifth Wall Acquisition Corp. I and SmartRent.com, Inc. ("Legacy SmartRent"), each share of Legacy SmartRent outstanding common and preferred stock and common stock underlying outstanding warrants was automatically converted into shares of the issuer's Class A Common Stock based on a 1-to-4.8846 exchange ratio (the "Exchange Ratio"). In addition, each outstanding Legacy SmartRent equity award was automatically converted into a corresponding equity award of the issuer based on the Exchange Ratio and with the same terms and vesting conditions as the Legacy SmartRent equity awards. F2 · derivative.exercise_date: The stock options shall vest as follows: one-fourth of shall vest and become exercisable on November 18, 2021, with the remaining shares vesting in equal monthly installments until vested in full. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 20:32 UTC | SmartRent, Inc. SMRT · Entity 6112 | GrantClass A Common Stock | 10,854,029 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-034354 · doc4.xml · nonDerivative · entry 1 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,854,029 F1 · price: Pursuant to the business combination of Fifth Wall Acquisition Corp. I and SmartRent.com, Inc. ("Legacy SmartRent"), each share of Legacy SmartRent outstanding common and preferred stock and common stock underlying outstanding warrants was automatically converted into shares of the issuer's Class A Common Stock based on a 1-to-4.8846 exchange ratio (the "Exchange Ratio"). In addition, each outstanding Legacy SmartRent equity award was automatically converted into a corresponding equity award of the issuer based on the Exchange Ratio and with the same terms and vesting conditions as the Legacy SmartRent equity awards. Read SEC document |
| August 24, 2021 Filed Jan 21, 2022 20:00 UTC Amendment | SmartRent, Inc. SMRT · Entity 6112 | GrantRestricted Stock Units · Derivative | 8,763 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-004510 · doc4a.xml · derivative · entry 1 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 8,763 Underlying: Class A Common Stock · 8,763 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F2 · derivative.exercise_date: One-third of the restricted stock units shall vest on August 24, 2022, and one-third will vest on the 12-month anniversary thereof each year until vested in full. F2 · derivative.expiration_date: One-third of the restricted stock units shall vest on August 24, 2022, and one-third will vest on the 12-month anniversary thereof each year until vested in full. Read SEC document |
| August 24, 2021 Filed Apr 6, 2023 18:15 UTC Amendment | SmartRent, Inc. SMRT · Entity 6112 | GrantEmployee Stock Options (Right to Buy) · Derivative | 2,132,420 | $0.00 Strike: $0.47 | $0.00 |
DisclosureSEC source: 0001209191-23-023643 · doc4a.xml · derivative · entry 2 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,132,420 Underlying: Class A Common Stock · 2,132,420 shares Expires 2029-08-17 F4 · shares: On August 26, 2021, the reporting person filed a Form 4 which inadvertently reported that the number of stock options held following the business combination was 2,237,791. However, as reported in this amendment, the correct number of stock options held by the reporting person was 2,132,420. F2 · derivative.exercise_date: Pursuant to the business combination of Fifth Wall Acquisition Corp. I and SmartRent.com, Inc. ("Legacy SmartRent"), each share of Legacy SmartRent outstanding common and preferred stock and common stock underlying outstanding warrants was automatically converted into shares of the issuer's Class A Common Stock based on a 1-to-4.8846 exchange ratio (the "Exchange Ratio"). In addition, each outstanding Legacy SmartRent equity award was automatically converted into a corresponding equity award of the issuer based on the Exchange Ratio and with the same terms and vesting conditions as the Legacy SmartRent equity awards. F5 · derivative.exercise_date: The stock option is currently vested and exercisable as to 2,043,569 shares with the remaining shares vesting in 1/48 equal monthly installments until fully vested on October 21, 2021. F4 · derivative.underlying_shares: On August 26, 2021, the reporting person filed a Form 4 which inadvertently reported that the number of stock options held following the business combination was 2,237,791. However, as reported in this amendment, the correct number of stock options held by the reporting person was 2,132,420. F4 · balance_after: On August 26, 2021, the reporting person filed a Form 4 which inadvertently reported that the number of stock options held following the business combination was 2,237,791. However, as reported in this amendment, the correct number of stock options held by the reporting person was 2,132,420. Read SEC document |
| August 24, 2021 Filed Apr 6, 2023 18:15 UTC Amendment | SmartRent, Inc. SMRT · Entity 6112 | GrantEmployee Stock Options (Right to Buy) · Derivative | 2,218,729 | $0.00 Strike: $0.64 | $0.00 |
DisclosureSEC source: 0001209191-23-023643 · doc4a.xml · derivative · entry 1 Haldeman Lucas Merwan · CIK 0001662399 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,218,729 Underlying: Class A Common Stock · 2,218,729 shares Expires 2030-11-18 F1 · shares: On August 26, 2021, the reporting person filed a Form 4 which inadvertently reported that the number of stock options held following the business combination was 2,372,195. However, as reported in this amendment, the correct number of stock options held by the reporting person was 2,218,729. F2 · derivative.exercise_date: Pursuant to the business combination of Fifth Wall Acquisition Corp. I and SmartRent.com, Inc. ("Legacy SmartRent"), each share of Legacy SmartRent outstanding common and preferred stock and common stock underlying outstanding warrants was automatically converted into shares of the issuer's Class A Common Stock based on a 1-to-4.8846 exchange ratio (the "Exchange Ratio"). In addition, each outstanding Legacy SmartRent equity award was automatically converted into a corresponding equity award of the issuer based on the Exchange Ratio and with the same terms and vesting conditions as the Legacy SmartRent equity awards. F3 · derivative.exercise_date: The stock options shall vest as follows: one-fourth of shall vest and become exercisable on November 18, 2021, with the remaining shares vesting in equal monthly installments until vested in full. F1 · derivative.underlying_shares: On August 26, 2021, the reporting person filed a Form 4 which inadvertently reported that the number of stock options held following the business combination was 2,372,195. However, as reported in this amendment, the correct number of stock options held by the reporting person was 2,218,729. F1 · balance_after: On August 26, 2021, the reporting person filed a Form 4 which inadvertently reported that the number of stock options held following the business combination was 2,372,195. However, as reported in this amendment, the correct number of stock options held by the reporting person was 2,218,729. 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.