Nasdaq · SEC CIK 0001437107
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 11, 2026 · values through Sep 25, 2026.
Filter the reporting-owner snapshot by holder, role, or security. Position values are shown only where the current reviewed data supports them.
| Holder | Role | Position | Current value | Latest filing |
|---|---|---|---|---|
| Kenneth W. LoweResearch disclosed relationships | Director | 590,108 sharesSeries A Common Stock | $18.21M | Sep 11, 2026 |
| Gerhard ZeilerResearch disclosed relationships | President, International | 537,436 sharesSeries A Common Stock | $16.58M | Aug 12, 2026 |
| Anthony NotoResearch disclosed relationships | Director | 53,444 sharesSeries A Common Stock | $1.65M | Jul 1, 2026 |
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.
SEC reporting-owner CIK 0001613438 · 2 published company relationships
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| Warner Bros. Discovery, Inc. (WBD)Nasdaq · Current company | Director | 53,444 sharesSeries A Common Stock | $1.65M | Jul 1, 2026 | |
| SoFi Technologies, Inc. (SOFI)Nasdaq | Chief Executive Officer · Director | 12,276,337 sharesCommon stock, $0.0001 par value per share | $203.36M | Sep 16, 2026 |
SEC reporting-owner CIK 0001605503 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| Warner Bros. Discovery, Inc. (WBD)Nasdaq · Current company | President, International | 537,436 sharesSeries A Common Stock | $16.58M | Aug 12, 2026 |
SEC reporting-owner CIK 0001186933 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| Warner Bros. Discovery, Inc. (WBD)Nasdaq · Current company | Director | 590,108 sharesSeries A Common Stock | $18.21M | Sep 11, 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.
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.
| Effective date | Holder | Action | Security | Units | Reported price | Reported position after transaction | Current covered position | Filing |
|---|---|---|---|---|---|---|---|---|
| Sep 10, 2026Transaction date | Kenneth W. LoweResearch disclosed relationships | SaleSEC code S | Series A Common Stock | 200,000 shares | $28.23 | 590,108 shares | 590,108 sharesOwner coverage latest filing Sep 11, 2026 | 4Filed Sep 11, 2026 |
| Sep 3, 2026Transaction date | Kenneth W. LoweResearch disclosed relationships | SaleSEC code S | Series A Common Stock | 200,000 shares | $28.35 | 790,108 shares | 590,108 sharesOwner coverage latest filing Sep 11, 2026 | 4Filed Sep 4, 2026 |
| Aug 11, 2026Transaction date | Kenneth W. LoweResearch disclosed relationships | SaleSEC code S | Series A Common Stock | 120,000 shares | $26.97 | 990,108 shares | 590,108 sharesOwner coverage latest filing Sep 11, 2026 | 4Filed Aug 12, 2026 |
| Aug 10, 2026Transaction date | Gerhard ZeilerResearch disclosed relationships | SaleSEC code S | Series A Common Stock | 92,691 shares | $27.02 | 537,436 shares | 537,436 sharesOwner coverage latest filing Aug 12, 2026 | 4Filed Aug 12, 2026 |
| Aug 10, 2026Transaction date | Gerhard ZeilerResearch disclosed relationships | AcquisitionSEC code M | Series A Common Stock | 92,691 shares | $11.02 | 630,127 shares | 537,436 sharesOwner coverage latest filing Aug 12, 2026 | 4Filed Aug 12, 2026 |
| Aug 10, 2026Transaction date | Gerhard ZeilerResearch disclosed relationships | SaleSEC code S | Series A Common Stock | 196,691 shares | $27.04 | 537,436 shares | 537,436 sharesOwner coverage latest filing Aug 12, 2026 | 4Filed Aug 12, 2026 |
| Aug 10, 2026Transaction date | Gerhard ZeilerResearch disclosed relationships | AcquisitionSEC code M | Series A Common Stock | 196,691 shares | $8.67 | 734,127 shares | 537,436 sharesOwner coverage latest filing Aug 12, 2026 | 4Filed Aug 12, 2026 |
| Aug 10, 2026Transaction date | Gerhard ZeilerResearch disclosed relationships | SaleSEC code S | Series A Common Stock | 201,656 shares | $27.07 | 537,436 shares | 537,436 sharesOwner coverage latest filing Aug 12, 2026 | 4Filed Aug 12, 2026 |
| Aug 10, 2026Transaction date | Gerhard ZeilerResearch disclosed relationships | AcquisitionSEC code M | Series A Common Stock | 201,656 shares | $15.02 | 739,092 shares | 537,436 sharesOwner coverage latest filing Aug 12, 2026 | 4Filed Aug 12, 2026 |
| Aug 10, 2026Transaction date | Gerhard ZeilerResearch disclosed relationships | SaleSEC code S | Series A Common Stock | 100,000 shares | $27.06 | 537,436 shares | 537,436 sharesOwner coverage latest filing Aug 12, 2026 | 4Filed Aug 12, 2026 |
| Jun 30, 2026Transaction date | Anthony NotoResearch disclosed relationships | AcquisitionSEC code A | Series A Common Stock | 1,079 shares | $0 | 53,444 shares | 53,444 sharesOwner coverage latest filing Jul 1, 2026 | 4Filed Jul 1, 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 11 of 11 source candidates under the current reviewed security-resolution rules.
| Security | Instrument family | Covered positions | Covered value |
|---|---|---|---|
| Series A Common Stock | ordinary-share | 3 | $36.44M |
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.
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.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Sep 16, 2026Latest represented filing date | SoFi Technologies, Inc. (SOFI)Nasdaq | Current covered snapshotChief Executive Officer · DirectorValuation observation Sep 25, 2026 | Common stock, $0.0001 par value per share: 12,276,337 sharesCurrent covered company value: $203.36M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Sep 16, 2026Filed date | SoFi Technologies, Inc. (SOFI)Nasdaq | AcquisitionSEC code MEffective Sep 14, 2026 · transaction dateReported units 136,166 shares · reported price not provided | Common stock, $0.0001 par value per shareReported position after transaction: 12,255,208 shares | 4 filing0001613438-26-000022 |
| Sep 16, 2026Filed date | SoFi Technologies, Inc. (SOFI)Nasdaq | AcquisitionSEC code MEffective Sep 14, 2026 · transaction dateReported units 154,197 shares · reported price not provided | Common stock, $0.0001 par value per shareReported position after transaction: 12,409,405 shares | 4 filing0001613438-26-000022 |
| Sep 16, 2026Filed date | SoFi Technologies, Inc. (SOFI)Nasdaq | AcquisitionSEC code MEffective Sep 14, 2026 · transaction dateReported units 55,191 shares · reported price not provided | Common stock, $0.0001 par value per shareReported position after transaction: 12,464,596 shares | 4 filing0001613438-26-000022 |
| Sep 16, 2026Filed date | SoFi Technologies, Inc. (SOFI)Nasdaq | DispositionSEC code FEffective Sep 14, 2026 · transaction dateReported units 188,259 shares · reported price 17.32 | Common stock, $0.0001 par value per shareReported position after transaction: 12,276,337 shares | 4 filing0001613438-26-000022 |
| Jul 1, 2026Latest represented filing date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | Current covered snapshotDirectorValuation observation Sep 25, 2026 | Series A Common Stock: 53,444 sharesCurrent covered company value: $1.65M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Jul 1, 2026Filed date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | AcquisitionSEC code AEffective Jun 30, 2026 · transaction dateReported units 1,079 shares · reported price 0 | Series A Common StockReported position after transaction: 53,444 shares | 4 filing0001613438-26-000020 |
Company-level recent transaction history is published for 2 of 2 relationship companies in this graph; 5 published transaction rows for this exact reporting-owner CIK appear in the chronology.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Aug 12, 2026Latest represented filing date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | Current covered snapshotPresident, InternationalValuation observation Sep 25, 2026 | Series A Common Stock: 537,436 sharesCurrent covered company value: $16.58M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Aug 12, 2026Filed date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | SaleSEC code SEffective Aug 10, 2026 · transaction dateReported units 100,000 shares · reported price 27.06 | Series A Common StockReported position after transaction: 537,436 shares | 4 filing0001605503-26-000012 |
| Aug 12, 2026Filed date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | AcquisitionSEC code MEffective Aug 10, 2026 · transaction dateReported units 201,656 shares · reported price 15.02 | Series A Common StockReported position after transaction: 739,092 shares | 4 filing0001605503-26-000012 |
| Aug 12, 2026Filed date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | SaleSEC code SEffective Aug 10, 2026 · transaction dateReported units 201,656 shares · reported price 27.07 | Series A Common StockReported position after transaction: 537,436 shares | 4 filing0001605503-26-000012 |
| Aug 12, 2026Filed date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | AcquisitionSEC code MEffective Aug 10, 2026 · transaction dateReported units 196,691 shares · reported price 8.67 | Series A Common StockReported position after transaction: 734,127 shares | 4 filing0001605503-26-000012 |
| Aug 12, 2026Filed date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | SaleSEC code SEffective Aug 10, 2026 · transaction dateReported units 196,691 shares · reported price 27.04 | Series A Common StockReported position after transaction: 537,436 shares | 4 filing0001605503-26-000012 |
| Aug 12, 2026Filed date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | AcquisitionSEC code MEffective Aug 10, 2026 · transaction dateReported units 92,691 shares · reported price 11.02 | Series A Common StockReported position after transaction: 630,127 shares | 4 filing0001605503-26-000012 |
| Aug 12, 2026Filed date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | SaleSEC code SEffective Aug 10, 2026 · transaction dateReported units 92,691 shares · reported price 27.02 | Series A Common StockReported position after transaction: 537,436 shares | 4 filing0001605503-26-000012 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 7 published transaction rows for this exact reporting-owner CIK appear in the chronology.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Sep 11, 2026Latest represented filing date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | Current covered snapshotDirectorValuation observation Sep 25, 2026 | Series A Common Stock: 590,108 sharesCurrent covered company value: $18.21M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Sep 11, 2026Filed date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | SaleSEC code SEffective Sep 10, 2026 · transaction dateReported units 200,000 shares · reported price 28.23 | Series A Common StockReported position after transaction: 590,108 shares | 4 filing0001437107-26-000079 |
| Sep 4, 2026Filed date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | SaleSEC code SEffective Sep 3, 2026 · transaction dateReported units 200,000 shares · reported price 28.35 | Series A Common StockReported position after transaction: 790,108 shares | 4 filing0001186933-26-000006 |
| Aug 12, 2026Filed date | Warner Bros. Discovery, Inc. (WBD)Nasdaq | SaleSEC code SEffective Aug 11, 2026 · transaction dateReported units 120,000 shares · reported price 26.97 | Series A Common StockReported position after transaction: 990,108 shares | 4 filing0001186933-26-000004 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 3 published transaction rows for this exact reporting-owner CIK appear in the chronology.
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.
| Company | Reporting-owner context | Published evidence | Continue research |
|---|---|---|---|
| Warner Bros. Discovery, Inc. (WBD)Nasdaq · Current company | Anthony NotoSEC CIK 00016134382 chronology observationsGerhard ZeilerSEC CIK 00016055038 chronology observationsKenneth W. LoweSEC CIK 00011869334 chronology observations | 14Published chronology observationsLatest represented evidence Sep 11, 2026 | |
| SoFi Technologies, Inc. (SOFI)Nasdaq | Anthony NotoSEC CIK 00016134385 chronology observations | 5Published chronology observationsLatest represented evidence Sep 16, 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.
