Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Invitation Homes Inc.INVH · Entity 3304 | Director | May 17, 2022 | May 18, 2022 |
| Planet Labs PBCPL · Entity 3716 | Director | July 11, 2024 | July 11, 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.
Invitation Homes Inc.
Report date May 17, 2022 · Filed May 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,346 |
Reported balance
After 2022-05-17 transaction · row 1
1 source rowRow 1 · 2022-05-17 · Grant · Acquired 4,614 · Balance 15,346 F1: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date.
Planet Labs PBC
Report date July 11, 2024 · Filed July 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 197,160 |
Reported balance
After 2024-07-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-07-11 · Grant · Acquired 93,583 · Balance 197,160 F1: Includes 93,583 restricted stock units, each of which represent a contingent right to receive one share of issuer's Class A Common Stock ("RSUs"). The RSUs will fully vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the Issuer's next annual meeting of stockholders to occur following the grant, in either case, subject to continuous service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 93,583 restricted stock units, each of which represent a contingent right to receive one share of issuer's Class A Common Stock ("RSUs"). The RSUs will fully vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the Issuer's next annual meeting of stockholders to occur following the grant, in either case, subject to continuous service through the 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 |
|---|---|---|---|---|---|---|
| July 11, 2024 Filed Jul 11, 2024 18:31 UTC | Planet Labs PBC PL · Entity 3716 | GrantClass A Common Stock | 93,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001836833-24-000087 · wk-form4_1720737067.xml · nonDerivative · entry 1 ROIZEN JO ANN HEIDI · CIK 0001106219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,160 F1 · shares: Includes 93,583 restricted stock units, each of which represent a contingent right to receive one share of issuer's Class A Common Stock ("RSUs"). The RSUs will fully vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the Issuer's next annual meeting of stockholders to occur following the grant, in either case, subject to continuous service through the vesting date. F1 · balance_after: Includes 93,583 restricted stock units, each of which represent a contingent right to receive one share of issuer's Class A Common Stock ("RSUs"). The RSUs will fully vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the Issuer's next annual meeting of stockholders to occur following the grant, in either case, subject to continuous service through the vesting date. Read SEC document |
| July 11, 2023 Filed Jul 11, 2023 16:58 UTC | Planet Labs PBC PL · Entity 3716 | GrantClass A Common Stock | 54,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001836833-23-000067 · wk-form4_1689109085.xml · nonDerivative · entry 1 ROIZEN JO ANN HEIDI · CIK 0001106219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,577 F1 · shares: Includes 54,055 restricted stock units, each of which represent a contingent right to receive one share of issuer's Class A Common Stock ("RSUs"). The RSUs will fully vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the Issuer's next annual meeting of stockholders to occur following the grant, in either case, subject to continuous service through the vesting date. F1 · balance_after: Includes 54,055 restricted stock units, each of which represent a contingent right to receive one share of issuer's Class A Common Stock ("RSUs"). The RSUs will fully vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the Issuer's next annual meeting of stockholders to occur following the grant, in either case, subject to continuous service through the vesting date. Read SEC document |
| November 09, 2022 Filed Nov 9, 2022 17:35 UTC | Planet Labs PBC PL · Entity 3716 | GrantClass A Common Stock | 37,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001836833-22-000095 · wf-form4_166803334155396.xml · nonDerivative · entry 1 ROIZEN JO ANN HEIDI · CIK 0001106219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,522 F1 · shares: Includes 37,808 restricted stock units ("RSUs"), each of which represent a contingent right to receive one share of issuer's Class A Common Stock. The RSUs will fully vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the Issuer's next annual meeting of stockholders to occur following the grant, in either case, subject to continuous service through the vesting date. F1 · balance_after: Includes 37,808 restricted stock units ("RSUs"), each of which represent a contingent right to receive one share of issuer's Class A Common Stock. The RSUs will fully vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the Issuer's next annual meeting of stockholders to occur following the grant, in either case, subject to continuous service through the vesting date. Read SEC document |
| September 08, 2022 Filed Sep 9, 2022 16:55 UTC | Planet Labs PBC PL · Entity 3716 | GrantClass A Common Stock | 11,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001836833-22-000055 · wf-form4_166275694037661.xml · nonDerivative · entry 1 ROIZEN JO ANN HEIDI · CIK 0001106219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,714 F1 · shares: Represents 11,714 restricted stock units ("RSUs"), each of which represent a contingent right to receive one share of issuer's Class A Common Stock. The RSUs will fully vest on the date of the issuer's 2022 annual stockholders' meeting, subject to continuous service through the vesting date. The RSUs have no expiration date. Read SEC document |
| May 17, 2022 Filed May 18, 2022 17:29 UTC | Invitation Homes Inc. INVH · Entity 3304 | GrantCommon Stock | 4,614 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-030149 · doc4.xml · nonDerivative · entry 1 ROIZEN JO ANN HEIDI · CIK 0001106219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,346 F1 · kind: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date. Read SEC document |
| May 19, 2021 Filed May 20, 2021 17:27 UTC | Invitation Homes Inc. INVH · Entity 3304 | GrantCommon Stock | 4,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-034514 · doc4.xml · nonDerivative · entry 1 ROIZEN JO ANN HEIDI · CIK 0001106219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,732 F1 · kind: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date. Read SEC document |
| May 20, 2020 Filed May 21, 2020 19:22 UTC | Invitation Homes Inc. INVH · Entity 3304 | GrantCommon Stock | 5,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-031515 · doc4.xml · nonDerivative · entry 1 ROIZEN JO ANN HEIDI · CIK 0001106219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,869 F1 · kind: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant 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.