Ownership & Insider Lab

Look up a company to review current SEC-traceable insider positions, exact reporting-owner relationships across other published companies, a dated chronology of the published ownership evidence, and recent supported insider transactions where transaction history is separately available.
Coverage follows the existing reviewed company dataset and fails closed when a ticker is not currently supported.

Affirm Holdings, Inc. (AFRM)

Nasdaq · SEC CIK 0001820953

$52.9MCovered current disclosed holdings
7Covered reporting owners
7Covered direct positions
7Source ownership filings

This is the supported SEC-traceable subset, not total insider ownership or personal wealth. Values reflect the current disclosed positions Grizzly Bulls can resolve and value. Latest source filing: Sep 18, 2026 · values through Sep 25, 2026.

Covered reporting owners

Filter the reporting-owner snapshot by holder, role, or security. Position values are shown only where the current reviewed data supports them.

7 shown
HolderRolePositionCurrent valueLatest filing
Libor MichalekResearch disclosed relationshipsPresident · Director230,477 sharesClass A common stock, par value $0.00001 per share$16.48MSep 18, 2026
Siphelele JiyaneResearch disclosed relationshipsChief Accounting Officer188,711 sharesClass A common stock, par value $0.00001 per share$13.49MSep 16, 2026
Katherine AdkinsResearch disclosed relationshipsChief Legal Officer152,439 sharesClass A common stock, par value $0.00001 per share$10.9MSep 18, 2026
Michael LinfordResearch disclosed relationshipsPresident127,770 sharesClass A common stock, par value $0.00001 per share$9.13MSep 18, 2026
Noel Bertram WatsonResearch disclosed relationshipsDirector34,076 sharesClass A common stock, par value $0.00001 per share$2.44MAug 14, 2026
Ryan M. SchneiderResearch disclosed relationshipsDirector3,755 sharesClass A common stock, par value $0.00001 per share$268.46KJul 6, 2026
Robert O'HareResearch disclosed relationshipsChief Financial Officer2,734 sharesClass A common stock, par value $0.00001 per share$195.47KSep 18, 2026

Reporting-owner research graph

These relationships are joined only when the same single SEC reporting-owner CIK appears unambiguously across the publication-authorized company ownership universe. Name similarity is never used to create a relationship.

Noel Bertram Watson

SEC reporting-owner CIK 0001669081 · 2 published company relationships

CompanySEC relationshipCovered positionCurrent covered valueLatest filingResearch
Affirm Holdings, Inc. (AFRM)Nasdaq · Current companyDirector34,076 sharesClass A common stock, par value $0.00001 per share$2.44MAug 14, 2026
LEGALZOOM.COM, INC. (LZ)NasdaqChief Operating Officer & CFO1,407,801 sharesCommon Stock, par value $0.001 per share$7.91MAug 21, 2026

This graph is bounded to the company ownership relationships currently published by Grizzly Bulls. It is not a complete employment, board, ownership, portfolio, or wealth history, and a missing relationship does not establish that none exists.

SEC transaction evidence ledger

Each row preserves the reviewed SEC transaction evidence, including the effective-date basis, amendment state, reported post-transaction position when present, and a separately published current covered owner/security position when one can be matched uniquely. Reported price is shown when present. The lab does not calculate gross proceeds, reconstruct balances between filings, or treat historical transactions as current wealth.

12 shown
Effective dateHolderActionSecurityUnitsReported priceReported position after transactionCurrent covered positionFiling
Sep 14, 2026Transaction dateSiphelele JiyaneResearch disclosed relationshipsSaleSEC code SClass A common stock, par value $0.00001 per share26,980 shares$72.19188,711 shares188,711 sharesOwner coverage latest filing Sep 16, 20264Filed Sep 16, 2026
Sep 4, 2026Transaction dateSiphelele JiyaneResearch disclosed relationshipsSaleSEC code SClass A common stock, par value $0.00001 per share25,000 shares$72.41215,691 shares188,711 sharesOwner coverage latest filing Sep 16, 20264Filed Sep 9, 2026
Sep 3, 2026Transaction dateKatherine AdkinsResearch disclosed relationshipsSaleSEC code SClass A common stock, par value $0.00001 per share41,664 shares$75.53152,439 shares152,439 sharesOwner coverage latest filing Sep 18, 20264Filed Sep 3, 2026
Sep 3, 2026Transaction dateKatherine AdkinsResearch disclosed relationshipsAcquisitionSEC code MClass A common stock, par value $0.00001 per share37,260 shares$23.35194,103 shares152,439 sharesOwner coverage latest filing Sep 18, 20264Filed Sep 3, 2026
Sep 3, 2026Transaction dateKatherine AdkinsResearch disclosed relationshipsAcquisitionSEC code MClass A common stock, par value $0.00001 per share4,404 shares$22.3156,843 shares152,439 sharesOwner coverage latest filing Sep 18, 20264Filed Sep 3, 2026
Sep 2, 2026Transaction dateRobert O'HareResearch disclosed relationshipsSaleSEC code SClass A common stock, par value $0.00001 per share5,886 shares$74.022,734 shares2,734 sharesOwner coverage latest filing Sep 18, 20264Filed Sep 3, 2026
Sep 1, 2026Transaction dateKatherine AdkinsResearch disclosed relationshipsSaleSEC code SClass A common stock, par value $0.00001 per share2,300 shares$71.87152,439 shares152,439 sharesOwner coverage latest filing Sep 18, 20264Filed Sep 3, 2026
Sep 1, 2026Transaction dateKatherine AdkinsResearch disclosed relationshipsSaleSEC code SClass A common stock, par value $0.00001 per share15,599 shares$71154,739 shares152,439 sharesOwner coverage latest filing Sep 18, 20264Filed Sep 3, 2026
Sep 1, 2026Transaction dateKatherine AdkinsResearch disclosed relationshipsSaleSEC code SClass A common stock, par value $0.00001 per share23,765 shares$70.13170,338 shares152,439 sharesOwner coverage latest filing Sep 18, 20264Filed Sep 3, 2026
Sep 1, 2026Transaction dateKatherine AdkinsResearch disclosed relationshipsAcquisitionSEC code MClass A common stock, par value $0.00001 per share41,664 shares$22.3194,103 shares152,439 sharesOwner coverage latest filing Sep 18, 20264Filed Sep 3, 2026
Sep 1, 2026Transaction dateKatherine AdkinsResearch disclosed relationshipsDispositionSEC code FClass A common stock, par value $0.00001 per share4,795 shares$69.94152,439 shares152,439 sharesOwner coverage latest filing Sep 18, 20264Filed Sep 3, 2026
Sep 1, 2026Transaction dateKatherine AdkinsResearch disclosed relationshipsAcquisitionSEC code MClass A common stock, par value $0.00001 per share10,594 shares$0157,234 shares152,439 sharesOwner coverage latest filing Sep 18, 20264Filed Sep 3, 2026

A reported post-transaction position is the balance stated in that historical transaction filing. A current covered position is a separate latest owner/security observation and may reflect later filings or activity. They are shown side by side as evidence points, not as a reconstructed continuous ledger.

Published 12 of 39 source candidates under the current reviewed security-resolution rules.

Covered securities

SecurityInstrument familyCovered positionsCovered value
Class A common stock, par value $0.00001 per shareordinary-share7$52.9M

Coverage and interpretation

Current holdings: direct positions that the reviewed ownership data can trace to an exact reporting owner, legal security, and current-basis quantity.

Current value: the existing published company-position valuation. This lab does not recalculate security values or infer missing positions.

Transaction evidence: historical flow observations with filing provenance. Reported post-transaction balances and current covered positions are separate evidence points; the lab does not interpolate ownership between them.

Reporting-owner graph: exact reporting-owner CIK relationships across the published company universe. It does not merge people by name or create a complete personal history.

Not included here: a claim of total insider ownership, total personal wealth, institutional 13F ownership, a transaction-value estimate, an insider sentiment score, or an investment recommendation.

Published ownership evidence chronology

This sequence orders only the ownership evidence already published by Grizzly Bulls for the exact reporting-owner relationships above. Transaction rows are ordered by filing date while preserving the separate economic effective date and its basis. Current covered snapshots remain separate latest observations.

The chronology does not interpolate ownership between entries, infer missing activity, pair an amended filing with an assumed parent, infer amendment supersession, or treat a current covered snapshot as proof of continuous ownership.

Katherine Adkins

SEC reporting-owner CIK 0001870331 · 1 published relationship company

SEC owner filings
Evidence dateCompanyObservationSecurity / positionSource
Sep 18, 2026Latest represented filing dateAffirm Holdings, Inc. (AFRM)NasdaqCurrent covered snapshotChief Legal OfficerValuation observation Sep 25, 2026Class A common stock, par value $0.00001 per share: 152,439 sharesCurrent covered company value: $10.9MPublished current ownership snapshotForms represented: 4Owner filingsIssuer filings
Sep 3, 2026Filed dateAffirm Holdings, Inc. (AFRM)NasdaqAcquisitionSEC code MEffective Sep 1, 2026 · transaction dateReported units 10,594 shares · reported price 0Class A common stock, par value $0.00001 per shareReported position after transaction: 157,234 shares4 filing0001628280-26-060528
Sep 3, 2026Filed dateAffirm Holdings, Inc. (AFRM)NasdaqDispositionSEC code FEffective Sep 1, 2026 · transaction dateReported units 4,795 shares · reported price 69.94Class A common stock, par value $0.00001 per shareReported position after transaction: 152,439 shares4 filing0001628280-26-060528
Sep 3, 2026Filed dateAffirm Holdings, Inc. (AFRM)NasdaqAcquisitionSEC code MEffective Sep 1, 2026 · transaction dateReported units 41,664 shares · reported price 22.3Class A common stock, par value $0.00001 per shareReported position after transaction: 194,103 shares4 filing0001628280-26-060528
Sep 3, 2026Filed dateAffirm Holdings, Inc. (AFRM)NasdaqSaleSEC code SEffective Sep 1, 2026 · transaction dateReported units 23,765 shares · reported price 70.13Class A common stock, par value $0.00001 per shareReported position after transaction: 170,338 shares4 filing0001628280-26-060528
Sep 3, 2026Filed dateAffirm Holdings, Inc. (AFRM)NasdaqSaleSEC code SEffective Sep 1, 2026 · transaction dateReported units 15,599 shares · reported price 71Class A common stock, par value $0.00001 per shareReported position after transaction: 154,739 shares4 filing0001628280-26-060528
Sep 3, 2026Filed dateAffirm Holdings, Inc. (AFRM)NasdaqSaleSEC code SEffective Sep 1, 2026 · transaction dateReported units 2,300 shares · reported price 71.87Class A common stock, par value $0.00001 per shareReported position after transaction: 152,439 shares4 filing0001628280-26-060528
Sep 3, 2026Filed dateAffirm Holdings, Inc. (AFRM)NasdaqAcquisitionSEC code MEffective Sep 3, 2026 · transaction dateReported units 4,404 shares · reported price 22.3Class A common stock, par value $0.00001 per shareReported position after transaction: 156,843 shares4 filing0001628280-26-060528
Sep 3, 2026Filed dateAffirm Holdings, Inc. (AFRM)NasdaqAcquisitionSEC code MEffective Sep 3, 2026 · transaction dateReported units 37,260 shares · reported price 23.35Class A common stock, par value $0.00001 per shareReported position after transaction: 194,103 shares4 filing0001628280-26-060528
Sep 3, 2026Filed dateAffirm Holdings, Inc. (AFRM)NasdaqSaleSEC code SEffective Sep 3, 2026 · transaction dateReported units 41,664 shares · reported price 75.53Class A common stock, par value $0.00001 per shareReported position after transaction: 152,439 shares4 filing0001628280-26-060528

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 9 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Libor Michalek

SEC reporting-owner CIK 0001832810 · 1 published relationship company

SEC owner filings
Evidence dateCompanyObservationSecurity / positionSource
Sep 18, 2026Latest represented filing dateAffirm Holdings, Inc. (AFRM)NasdaqCurrent covered snapshotPresident · DirectorValuation observation Sep 25, 2026Class A common stock, par value $0.00001 per share: 230,477 sharesCurrent covered company value: $16.48MPublished current ownership snapshotForms represented: 4Owner filingsIssuer filings

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 0 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Michael Linford

SEC reporting-owner CIK 0001715913 · 1 published relationship company

SEC owner filings
Evidence dateCompanyObservationSecurity / positionSource
Sep 18, 2026Latest represented filing dateAffirm Holdings, Inc. (AFRM)NasdaqCurrent covered snapshotPresidentValuation observation Sep 25, 2026Class A common stock, par value $0.00001 per share: 127,770 sharesCurrent covered company value: $9.13MPublished current ownership snapshotForms represented: 4Owner filingsIssuer filings

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 0 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Noel Bertram Watson

SEC reporting-owner CIK 0001669081 · 2 published relationship companies

SEC owner filings
Evidence dateCompanyObservationSecurity / positionSource
Aug 21, 2026Latest represented filing dateLEGALZOOM.COM, INC. (LZ)NasdaqCurrent covered snapshotChief Operating Officer & CFOValuation observation Sep 25, 2026Common Stock, par value $0.001 per share: 1,407,801 sharesCurrent covered company value: $7.91MPublished current ownership snapshotForms represented: 4Owner filingsIssuer filings
Aug 21, 2026Filed dateLEGALZOOM.COM, INC. (LZ)NasdaqSaleSEC code SEffective Aug 20, 2026 · transaction dateReported units 416,371 shares · reported price 5.91Common Stock, par value $0.001 per shareReported position after transaction: 1,491,430 shares4 filing0001669081-26-000017
Aug 21, 2026Filed dateLEGALZOOM.COM, INC. (LZ)NasdaqSaleSEC code SEffective Aug 21, 2026 · transaction dateReported units 83,629 shares · reported price 5.83Common Stock, par value $0.001 per shareReported position after transaction: 1,407,801 shares4 filing0001669081-26-000017
Aug 18, 2026Filed dateLEGALZOOM.COM, INC. (LZ)NasdaqDispositionSEC code FEffective Aug 15, 2026 · transaction dateReported units 82,501 shares · reported price 5.62Common Stock, par value $0.001 per shareReported position after transaction: 1,907,801 shares4 filing0001669081-26-000014
Aug 14, 2026Latest represented filing dateAffirm Holdings, Inc. (AFRM)NasdaqCurrent covered snapshotDirectorValuation observation Sep 25, 2026Class A common stock, par value $0.00001 per share: 34,076 sharesCurrent covered company value: $2.44MPublished current ownership snapshotForms represented: 4Owner filingsIssuer filings
Jul 13, 2026Filed dateLEGALZOOM.COM, INC. (LZ)NasdaqDispositionSEC code FEffective Jul 9, 2026 · transaction dateReported units 51,545 shares · reported price 7.21Common Stock, par value $0.001 per shareReported position after transaction: 1,990,302 shares4 filing0001669081-26-000011

Company-level recent transaction history is published for 2 of 2 relationship companies in this graph; 4 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Robert O'Hare

SEC reporting-owner CIK 0001633877 · 1 published relationship company

SEC owner filings
Evidence dateCompanyObservationSecurity / positionSource
Sep 18, 2026Latest represented filing dateAffirm Holdings, Inc. (AFRM)NasdaqCurrent covered snapshotChief Financial OfficerValuation observation Sep 25, 2026Class A common stock, par value $0.00001 per share: 2,734 sharesCurrent covered company value: $195.47KPublished current ownership snapshotForms represented: 4Owner filingsIssuer filings
Sep 3, 2026Filed dateAffirm Holdings, Inc. (AFRM)NasdaqSaleSEC code SEffective Sep 2, 2026 · transaction dateReported units 5,886 shares · reported price 74.02Class A common stock, par value $0.00001 per shareReported position after transaction: 2,734 shares4 filing0001628280-26-060416

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 1 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Ryan M. Schneider

SEC reporting-owner CIK 0001420501 · 1 published relationship company

SEC owner filings
Evidence dateCompanyObservationSecurity / positionSource
Jul 6, 2026Latest represented filing dateAffirm Holdings, Inc. (AFRM)NasdaqCurrent covered snapshotDirectorValuation observation Sep 25, 2026Class A common stock, par value $0.00001 per share: 3,755 sharesCurrent covered company value: $268.46KPublished current ownership snapshotForms represented: 4Owner filingsIssuer filings

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 0 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Siphelele Jiyane

SEC reporting-owner CIK 0001832806 · 1 published relationship company

SEC owner filings
Evidence dateCompanyObservationSecurity / positionSource
Sep 16, 2026Latest represented filing dateAffirm Holdings, Inc. (AFRM)NasdaqCurrent covered snapshotChief Accounting OfficerValuation observation Sep 25, 2026Class A common stock, par value $0.00001 per share: 188,711 sharesCurrent covered company value: $13.49MPublished current ownership snapshotForms represented: 4Owner filingsIssuer filings
Sep 16, 2026Filed dateAffirm Holdings, Inc. (AFRM)NasdaqSaleSEC code SEffective Sep 14, 2026 · transaction dateReported units 26,980 shares · reported price 72.19Class A common stock, par value $0.00001 per shareReported position after transaction: 188,711 shares4 filing0001628280-26-062240
Sep 9, 2026Filed dateAffirm Holdings, Inc. (AFRM)NasdaqSaleSEC code SEffective Sep 4, 2026 · transaction dateReported units 25,000 shares · reported price 72.41Class A common stock, par value $0.00001 per shareReported position after transaction: 215,691 shares4 filing0001628280-26-061117

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 2 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Continue this ownership research

These handoffs preserve the exact company identities already represented in the reporting-owner graph. My Stocks keeps a listed company in your existing research lists. Research Inbox is a separate company-change update workflow.

Saving a company to My Stocks never enables updates, and opening Research Inbox never subscribes you automatically. Each update remains an explicit company-level opt-in under the existing Research Inbox consent flow.

CompanyReporting-owner contextPublished evidenceContinue research
Affirm Holdings, Inc. (AFRM)Nasdaq · Current company19Published chronology observationsLatest represented evidence Sep 18, 2026
LEGALZOOM.COM, INC. (LZ)Nasdaq5Published chronology observationsLatest represented evidence Aug 21, 2026

These are company-level continuation paths, not reporting-owner subscriptions. Saving or watching one company does not automatically save or watch the other companies connected to the same reporting owner, and it does not create an owner-level alert.