Kirkpatrick Lee — SEC Form 4 filings
SEC reporting owner CIK 1665731. 5 Form 4 filings on record with FilingPulse; latest filed 2025-10-21.
Transaction summary — filings shown
Covers all 5 filings on record, filed 2024-03-05 to 2025-10-21. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 7.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Olo Inc. (OLO) | Director | 4 | — | — | 6 |
| BILL Holdings, Inc. (BILL) | Director | 1 | — | — | 1 |
Form 4 filings — Kirkpatrick Lee
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2025-10-21 | 4 | BILL Holdings, Inc. (BILL) | Grant/award (A): 7,831 (derivative) @ $0 | EDGAR |
| 2025-09-12 | 4 | Olo Inc. (OLO) | Disposition to issuer (D): 101,045 · Disposition to issuer (D): 259,048 · Disposition to issuer (D): 80,000 | EDGAR |
| 2025-06-16 | 4 | Olo Inc. (OLO) | Grant/award (A): 20,515 @ $0 | EDGAR |
| 2024-06-24 | 4 | Olo Inc. (OLO) | Grant/award (A): 35,714 @ $0 | EDGAR |
| 2024-03-05 | 4 | Olo Inc. (OLO) | Grant/award (A): 3,734 @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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