Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Angel Studios, Inc.PORT · Entity 1495 | Director | January 06, 2022 | January 20, 2022 |
| Southport Acquisition Corp. IIPORT · Entity 184125 | Director | October 01, 2026 | October 02, 2026 |
| nCino, Inc.NCNO · Entity 4391 | Chief Product Officer | January 09, 2024 | January 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.
Angel Studios, Inc.
Report date January 06, 2022 · Filed January 20, 2022
This filing explicitly reported no securities owned.
Southport Acquisition Corp. II
Report date October 01, 2026 · Filed October 02, 2026
This filing explicitly reported no securities owned.
nCino, Inc.
Report date January 09, 2024 · Filed January 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 228,514 |
Reported balance
After 2024-01-09 transaction · row 1
1 source rowRow 1 · 2024-01-09 · Sale · Disposed 5,948 · Balance 228,514 F1: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectBy 1400 MH Gift LLC | 1,140,091 |
Reported balance
Holding disclosure · report date 2024-01-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,140,091 F2: The reporting person serves as sole manager of each of 1400 TH Gift LLC and 1400 MH Gift LLC. The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy 1400 TH Gift LLC | 406,892 |
Reported balance
Holding disclosure · report date 2024-01-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 406,892 F2: The reporting person serves as sole manager of each of 1400 TH Gift LLC and 1400 MH Gift LLC. The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person.
F2: The reporting person serves as sole manager of each of 1400 TH Gift LLC and 1400 MH Gift LLC. The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| January 09, 2024 Filed Jan 11, 2024 21:02 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 5,948 | $34.65 | $206,080.36 |
DisclosureSEC source: 0001902733-24-000006 · wk-form4_1705006921.xml · nonDerivative · entry 1 Hansen Matthew Royce · CIK 0001905598 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,514 F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| August 03, 2023 Filed Aug 4, 2023 21:29 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 4,077 | $29.63 | $120,785.20 |
DisclosureSEC source: 0001902733-23-000053 · wk-form4_1691184544.xml · nonDerivative · entry 2 Hansen Matthew Royce · CIK 0001905598 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,462 F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 21:29 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 2,890 | $30.64 | $88,558.27 |
DisclosureSEC source: 0001902733-23-000053 · wk-form4_1691184544.xml · nonDerivative · entry 1 Hansen Matthew Royce · CIK 0001905598 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,539 F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| July 20, 2023 Filed Jul 24, 2023 20:07 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 23,118 | $30.64 | $708,363.26 |
DisclosureSEC source: 0001902733-23-000047 · wk-form4_1690229253.xml · nonDerivative · entry 1 Hansen Matthew Royce · CIK 0001905598 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Indirect · By 1400 MH Gift LLC Disclosed balance after: 1,140,091 F1 · shares: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 14, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares of common stock of the Issuer ("Shares") were sold in multiple transactions at prices ranging from $30.22 to $31.09, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., 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 footnote (2). F3 · ownership.nature: The reporting person serves as sole manager of each of 1400 TH Gift LLC and 1400 MH Gift LLC. The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. Read SEC document |
| July 19, 2023 Filed Jul 20, 2023 20:34 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 61,831 | $31.14 | $1,925,670.85 |
DisclosureSEC source: 0001902733-23-000046 · wk-form4_1689885285.xml · nonDerivative · entry 2 Hansen Matthew Royce · CIK 0001905598 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Indirect · By 1400 MH Gift LLC Disclosed balance after: 1,163,209 F1 · shares: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 14, 2023. F4 · price: The price reported in Column 4 is a weighted average price. The shares of common stock of the Issuer ("Shares") were sold in multiple transactions at prices ranging from $30.78 to $31.77, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., 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 footnote (4). F3 · ownership.nature: The reporting person serves as sole manager of each of 1400 TH Gift LLC and 1400 MH Gift LLC. The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. Read SEC document |
| July 18, 2023 Filed Jul 20, 2023 20:34 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 42,888 | $31.53 | $1,352,121.40 |
DisclosureSEC source: 0001902733-23-000046 · wk-form4_1689885285.xml · nonDerivative · entry 1 Hansen Matthew Royce · CIK 0001905598 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Indirect · By 1400 MH Gift LLC Disclosed balance after: 1,225,040 F1 · shares: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 14, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares of common stock of the Issuer ("Shares") were sold in multiple transactions at prices ranging from $31.06 to $31.765, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., 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 footnote (2). F3 · ownership.nature: The reporting person serves as sole manager of each of 1400 TH Gift LLC and 1400 MH Gift LLC. The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. Read SEC document |
| July 17, 2023 Filed Jul 18, 2023 20:59 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 72,548 | $31.51 | $2,286,139.83 |
DisclosureSEC source: 0001902733-23-000045 · wk-form4_1689713966.xml · nonDerivative · entry 2 Hansen Matthew Royce · CIK 0001905598 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Indirect · By 1400 MH Gift LLC Disclosed balance after: 1,267,928 F1 · shares: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 14, 2023. F4 · price: The price reported in Column 4 is a weighted average price. The shares of common stock of the Issuer ("Shares") were sold in multiple transactions at prices ranging from $30.85 to $31.81, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., 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 footnote (4). F3 · ownership.nature: The reporting person serves as sole manager of each of 1400 TH Gift LLC and 1400 MH Gift LLC. The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. Read SEC document |
| July 14, 2023 Filed Jul 18, 2023 20:59 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 84,615 | $31.13 | $2,633,895.72 |
DisclosureSEC source: 0001902733-23-000045 · wk-form4_1689713966.xml · nonDerivative · entry 1 Hansen Matthew Royce · CIK 0001905598 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Indirect · By 1400 MH Gift LLC Disclosed balance after: 1,340,476 F1 · shares: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 14, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares of common stock of the Issuer ("Shares") were sold in multiple transactions at prices ranging from $30.80 to $31.73, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., 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 footnote (2). F3 · ownership.nature: The reporting person serves as sole manager of each of 1400 TH Gift LLC and 1400 MH Gift LLC. The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:00 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 93,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-022752 · form4.xml · nonDerivative · entry 1 Hansen Matthew Royce · CIK 0001905598 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,429 F1 · shares: These restricted stock units ("RSUs") vest in four equal annual installments starting on May 1, 2024, subject to the reporting person's continued employment through the applicable vesting dates. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 22:10 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 6,134 | $26.16 | $160,477.71 |
DisclosureSEC source: 0001567619-23-000897 · doc1.xml · nonDerivative · entry 1 Hansen Matthew Royce · CIK 0001905598 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,425 F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 22:13 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 13,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-017435 · doc1.xml · nonDerivative · entry 1 Hansen Matthew Royce · CIK 0001905598 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,559 F1 · shares: Represents restricted stock units ("RSUs") that vest in four equal annual installments starting on August 1, 2022, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| August 01, 2022 Filed Aug 4, 2022 01:47 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 61,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-014911 · doc1.xml · nonDerivative · entry 1 Hansen Matthew Royce · CIK 0001905598 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,647 F1 · shares: Represents restricted stock units ("RSUs") that vest in four equal annual installments starting on August 1, 2023, subject to the reporting person's continued employment through the applicable 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.