Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALKAMI TECHNOLOGY, INC.ALKT · Entity 1625 | Chief Accounting Officer | March 01, 2024 | March 05, 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.
ALKAMI TECHNOLOGY, INC.
Report date March 01, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,553 |
Reported balance
After 2024-03-01 transaction · row 1
1 source rowRow 1 · 2024-03-01 · Tax withholding · Disposed 838 · Balance 134,553 |
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 |
|---|---|---|---|---|---|---|
| March 01, 2024 Filed Mar 5, 2024 16:54 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Tax withholdingCommon Stock | 838 | $24.80 | $20,782.40 |
DisclosureSEC source: 0001529274-24-000037 · wk-form4_1709675603.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,553 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:44 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 12,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-24-000020 · wk-form4_1708731844.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,391 F1 · shares: Represents restricted stock units ("RSUs") which vest in 16 quarterly installments with a vesting commencement date of March 1, 2024. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 18:44 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Tax withholdingCommon Stock | 688 | $22.83 | $15,707.04 |
DisclosureSEC source: 0001529274-23-000196 · wk-form4_1701819876.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,671 Read SEC document |
| September 01, 2023 Filed Sep 5, 2023 19:50 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Tax withholdingCommon Stock | 688 | $18.17 | $12,500.96 |
DisclosureSEC source: 0001529274-23-000157 · wk-form4_1693957847.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,359 Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 17:04 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Tax withholdingCommon Stock | 688 | $15.90 | $10,939.20 |
DisclosureSEC source: 0001529274-23-000120 · wk-form4_1685999040.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,047 Read SEC document |
| May 15, 2023 Filed May 17, 2023 17:20 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Tax withholdingCommon Stock | 548 | $13.35 | $7,315.80 |
DisclosureSEC source: 0001529274-23-000099 · wf-form4_168435843614508.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,735 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:32 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Tax withholdingCommon Stock | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-23-000044 · wf-form4_167787910905346.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,283 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 16:49 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 24,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-23-000027 · wf-form4_167667050488546.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,667 F1 · shares: Represents restricted stock units ("RSUs") which vest in 16 quarterly installments with a vesting commencement date of March 1, 2023. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 18:00 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Tax withholdingCommon Stock | 315 | $12.94 | $4,076.10 |
DisclosureSEC source: 0001529274-22-000182 · wf-form4_167028121444132.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,217 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 18:47 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Tax withholdingCommon Stock | 315 | $14.27 | $4,495.05 |
DisclosureSEC source: 0001529274-22-000147 · wf-form4_166250442240703.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,532 Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 17:40 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | SaleCommon Stock | 320 | $14.37 | $4,598.40 |
DisclosureSEC source: 0001529274-22-000124 · wf-form4_165455158270092.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,847 F1 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| May 15, 2022 Filed May 17, 2022 19:21 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | SaleCommon Stock | 598 | $10.51 | $6,284.98 |
DisclosureSEC source: 0001529274-22-000086 · wf-form4_165282968782727.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,167 F1 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 20:03 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | SaleCommon Stock | 405 | $15.49 | $6,273.45 |
DisclosureSEC source: 0001529274-22-000036 · wf-form4_164635577691149.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,765 F1 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 17:59 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,235 | $0.00 Strike: $2.34 | $0.00 |
DisclosureSEC source: 0001529274-21-000115 · wf-form4_163978192978628.xml · derivative · entry 2 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,530 Underlying: Common Stock · 20,235 shares Expires 2029-09-17 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 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 17:59 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionCommon Stock | 20,235 | $2.34 | $47,349.90 |
DisclosureSEC source: 0001529274-21-000115 · wf-form4_163978192978628.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,170 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. Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 19:22 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,840 | $0.00 Strike: $2.34 | $0.00 |
DisclosureSEC source: 0001529274-21-000105 · wf-form4_163840450825770.xml · derivative · entry 4 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,765 Underlying: Common Stock · 5,840 shares Expires 2029-09-17 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_date: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.50 to $28.62. The reporting person undertakes to provide 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 the range set forth in this footnote. Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 19:22 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 20,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-21-000105 · wf-form4_163840450825770.xml · nonDerivative · entry 3 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,935 F1 · shares: Represents a grant of restricted stock units that vest in substantially equal quarterly installments beginning on March 1, 2022. Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 19:22 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | SaleCommon Stock | 5,840 | $28.53 | $166,643.23 |
DisclosureSEC source: 0001529274-21-000105 · wf-form4_163840450825770.xml · nonDerivative · entry 2 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,235 Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 19:22 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionCommon Stock | 5,840 | $2.34 | $13,665.60 |
DisclosureSEC source: 0001529274-21-000105 · wf-form4_163840450825770.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,075 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. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 16:18 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,160 | $0.00 Strike: $2.34 | $0.00 |
DisclosureSEC source: 0001529274-21-000100 · wf-form4_163778868373513.xml · derivative · entry 3 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,605 Underlying: Common Stock · 4,160 shares Expires 2029-09-17 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 · derivative.exercise_date: The option are fully vested and exercisable. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 16:18 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | SaleCommon Stock | 4,160 | $28.55 | $118,768.00 |
DisclosureSEC source: 0001529274-21-000100 · wf-form4_163778868373513.xml · nonDerivative · entry 2 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,235 Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 16:18 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Exercise / conversionCommon Stock | 4,160 | $2.34 | $9,734.40 |
DisclosureSEC source: 0001529274-21-000100 · wf-form4_163778868373513.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,395 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. Read SEC document |
| April 16, 2021 Filed Apr 16, 2021 16:34 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-008218 · doc1.xml · nonDerivative · entry 1 Ramundi Kristy · CIK 0001853390 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,235 F1 · shares: Constitute restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of common stock for each one (1) RSU upon vesting. 1/3rd of the RSUs vest on each anniversary of May 15, 2021, subject to the Reporting Person's continued service to the Issuer. F2 · balance_after: Includes 7,000 RSUs. 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.