Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Direct Digital Holdings, Inc.DRCT · Entity 2630 | Chief Financial Officer | March 20, 2023 | March 22, 2023 |
| Trinity Capital Inc.NONE · Entity 4639 | CFO, Treasurer & Secretary (1) | March 16, 2020 | March 16, 2020 |
| WM TECHNOLOGY, INC.MAPS · Entity 9575 | Interim CFO | February 26, 2024 | March 01, 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.
Direct Digital Holdings, Inc.
Report date March 20, 2023 · Filed March 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,315 |
Reported balance
After 2023-03-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-03-20 · Grant · Acquired 6,315 · Balance 6,315 F1: Each restricted stock unit represents a contingent right to one share of DRCT's Class A Common Stock, par value $0.001 per share, upon settlement. F2: The restricted stock units will vest in three equal annual installments, beginning on March 20, 2024. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the Direct Digital Holdings, Inc. 2022 Omnibus Incentive Plan). |
| Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.96 · Expires 2033-03-20 | Direct | 6,315 |
Reported balance
After 2023-03-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-20 · Grant · Acquired 6,315 · Balance 6,315 F3: This option is scheduled to vest in three equal annual installments beginning on March 20, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to one share of DRCT's Class A Common Stock, par value $0.001 per share, upon settlement.
F2: The restricted stock units will vest in three equal annual installments, beginning on March 20, 2024. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the Direct Digital Holdings, Inc. 2022 Omnibus Incentive Plan).
F3: This option is scheduled to vest in three equal annual installments beginning on March 20, 2024.
Trinity Capital Inc.
Report date March 16, 2020 · Filed March 16, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy the Susan L. Echard IRA. | 16,666 |
Reported balance
Holding disclosure · report date 2020-03-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 16,666 |
WM TECHNOLOGY, INC.
Report date February 26, 2024 · Filed March 01, 2024
This filing explicitly reported no securities owned.
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 20, 2023 Filed Mar 22, 2023 17:00 UTC | Direct Digital Holdings, Inc. DRCT · Entity 2630 | GrantEmployee Stock Options (right to buy) · Derivative | 6,315 | $0.00 Strike: $3.96 | $0.00 |
DisclosureSEC source: 0001104659-23-035649 · tm2310255-1_4seq1.xml · derivative · entry 2 Echard Susan · CIK 0001796058 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,315 Underlying: Class A Common Stock, par value $0.001 per share · 6,315 shares Expires 2033-03-20 F3 · derivative.exercise_date: This option is scheduled to vest in three equal annual installments beginning on March 20, 2024. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 17:00 UTC | Direct Digital Holdings, Inc. DRCT · Entity 2630 | GrantRestricted Stock Units · Derivative | 6,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-035649 · tm2310255-1_4seq1.xml · derivative · entry 1 Echard Susan · CIK 0001796058 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,315 Underlying: Class A Common Stock, par value $0.001 per share · 6,315 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to one share of DRCT's Class A Common Stock, par value $0.001 per share, upon settlement. F2 · derivative.exercise_date: The restricted stock units will vest in three equal annual installments, beginning on March 20, 2024. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the Direct Digital Holdings, Inc. 2022 Omnibus Incentive Plan). F2 · derivative.expiration_date: The restricted stock units will vest in three equal annual installments, beginning on March 20, 2024. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the Direct Digital Holdings, Inc. 2022 Omnibus Incentive Plan). Read SEC document |
| June 10, 2022 Filed Jun 13, 2022 16:58 UTC | Direct Digital Holdings, Inc. DRCT · Entity 2630 | GrantEmployee Stock Options (right to buy) · Derivative | 13,900 | $0.00 Strike: $1.62 | $0.00 |
DisclosureSEC source: 0001104659-22-070582 · tm2218199-4_4seq1.xml · derivative · entry 2 Echard Susan · CIK 0001796058 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,900 Underlying: Class A Common Stock, par value $0.001 per share · 13,900 shares Expires 2032-06-10 F3 · derivative.exercise_date: This option is scheduled to vest in three equal annual installments beginning on June 10, 2023. Read SEC document |
| June 10, 2022 Filed Jun 13, 2022 16:58 UTC | Direct Digital Holdings, Inc. DRCT · Entity 2630 | GrantRestricted Stock Units · Derivative | 13,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-070582 · tm2218199-4_4seq1.xml · derivative · entry 1 Echard Susan · CIK 0001796058 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,900 Underlying: Class A Common Stock, par value $0.001 per share · 13,900 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to one share of DRCT's Class A Common Stock, par value $0.001 per share, upon settlement. F2 · derivative.exercise_date: The restricted stock units will vest in three annual installments, with 33% to vest on each of the first and second anniversary of the grant date and the remaining 34% to vest on the third anniversary of the grant date. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the Direct Digital Holdings, Inc. 2022 Omnibus Incentive Plan). F2 · derivative.expiration_date: The restricted stock units will vest in three annual installments, with 33% to vest on each of the first and second anniversary of the grant date and the remaining 34% to vest on the third anniversary of the grant date. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the Direct Digital Holdings, Inc. 2022 Omnibus Incentive Plan). Read SEC document |
| June 10, 2022 Filed Jun 21, 2022 16:46 UTC Amendment | Direct Digital Holdings, Inc. DRCT · Entity 2630 | GrantEmployee Stock Options (right to buy) · Derivative | 18,650 | $0.00 Strike: $1.62 | $0.00 |
DisclosureSEC source: 0001104659-22-073004 · tm2218805-1_4aseq1.xml · derivative · entry 2 Echard Susan · CIK 0001796058 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,650 Underlying: Class A Common Stock, par value $0.001 per share · 18,650 shares Expires 2032-06-10 F3 · derivative.exercise_date: This option is scheduled to vest in three equal annual installments beginning on June 10, 2023. Read SEC document |
| June 10, 2022 Filed Jun 21, 2022 16:46 UTC Amendment | Direct Digital Holdings, Inc. DRCT · Entity 2630 | GrantRestricted Stock Units · Derivative | 18,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-073004 · tm2218805-1_4aseq1.xml · derivative · entry 1 Echard Susan · CIK 0001796058 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,650 Underlying: Class A Common Stock, par value $0.001 per share · 18,650 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to one share of DRCT's Class A Common Stock, par value $0.001 per share, upon settlement. F2 · derivative.exercise_date: The restricted stock units will vest in three annual installments, with 33% to vest on each of the first and second anniversary of the grant date and the remaining 34% to vest on the third anniversary of the grant date. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the Direct Digital Holdings, Inc. 2022 Omnibus Incentive Plan). F2 · derivative.expiration_date: The restricted stock units will vest in three annual installments, with 33% to vest on each of the first and second anniversary of the grant date and the remaining 34% to vest on the third anniversary of the grant date. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the Direct Digital Holdings, Inc. 2022 Omnibus Incentive Plan). 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.