Key facts
- This page summarizes Robert O'Hare's Form 4 filing for Affirm Holdings, Inc. (AFRM).
- 12 reported transactions and 4 derivative rows are listed below.
- Accepted by SEC: 03 Jan 2025, 19:26.
Robert O'Hare - 01 Jan 2025 Form 4 Insider Report for Affirm Holdings, Inc. (AFRM)
- Reporting relationship
- Chief Financial Officer
- Issuer ticker
- AFRM
- Reported as of
- 01 Jan 2025
- Net transaction value
- -$365,222
- SEC form
- 4
- Accepted by SEC
- 03 Jan 2025, 19:26:18 UTC
- Prior SEC filing
- 03 Dec 2024
- Next SEC filing
- 08 Jan 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Josh Samples, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Robert O'Hare filed Form 4 for Affirm Holdings, Inc. (AFRM) on 03 Jan 2025.
Change
- Previous filing in this sequence was filed on 03 Dec 2024.
- Current net transaction value: -$365,222.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
AFRM
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +3,802
- Change %
- +569%
- Price
- $0.000000
- Shares after
- 4,470
- Date
- 01 Jan 2025
- Ownership
- Direct
AFRM
transaction
Class A Common Stock
Tax liability
- Transaction value
- $91,776
- Shares
- -1,507
- Change %
- -34%
- Price
- $60.90
- Shares after
- 2,963
- Date
- 01 Jan 2025
- Ownership
- Direct
- Footnotes
- F1
AFRM
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $48,751
- Shares
- +2,836
- Change %
- +96%
- Price
- $17.19
- Shares after
- 5,799
- Date
- 02 Jan 2025
- Ownership
- Direct
- Footnotes
- F2
AFRM
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $28,522
- Shares
- +1,279
- Change %
- +22%
- Price
- $22.30
- Shares after
- 7,078
- Date
- 02 Jan 2025
- Ownership
- Direct
- Footnotes
- F2
AFRM
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $56,647
- Shares
- +2,426
- Change %
- +34%
- Price
- $23.35
- Shares after
- 9,504
- Date
- 02 Jan 2025
- Ownership
- Direct
- Footnotes
- F2
AFRM
transaction
Class A Common Stock
Sale
- Transaction value
- $145,889
- Shares
- -2,358
- Change %
- -25%
- Price
- $61.87
- Shares after
- 7,146
- Date
- 02 Jan 2025
- Ownership
- Direct
- Footnotes
- F2, F3
AFRM
transaction
Class A Common Stock
Sale
- Transaction value
- $248,778
- Shares
- -3,983
- Change %
- -56%
- Price
- $62.46
- Shares after
- 3,163
- Date
- 02 Jan 2025
- Ownership
- Direct
- Footnotes
- F2, F4
AFRM
transaction
Class A Common Stock
Sale
- Transaction value
- $12,698
- Shares
- -200
- Change %
- -6.3%
- Price
- $63.49
- Shares after
- 2,963
- Date
- 02 Jan 2025
- Ownership
- Direct
- Footnotes
- F2, F5
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
AFRM
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -3,802
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 7,605
- Date
- 01 Jan 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 3,802
- Exercise price
- Footnotes
- F6, F7
AFRM
transaction
Derivative
Stock Option (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -2,836
- Change %
- -5.3%
- Price
- $0.000000
- Shares after
- 51,064
- Date
- 02 Jan 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 2,836
- Exercise price
- $17.19
- Footnotes
- F2, F8
AFRM
transaction
Derivative
Stock Option (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -1,279
- Change %
- -4.8%
- Price
- $0.000000
- Shares after
- 25,595
- Date
- 02 Jan 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 1,279
- Exercise price
- $22.30
- Footnotes
- F2, F9
AFRM
transaction
Derivative
Stock Option (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -2,426
- Change %
- -3%
- Price
- $0.000000
- Shares after
- 77,640
- Date
- 02 Jan 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 2,426
- Exercise price
- $23.35
- Footnotes
- F2, F10
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Explanation of responses 10 footnotes
Footnote F1
Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units that vested on January 1, 2025.
Footnote F2
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024.
Footnote F3
Represents the weighted average sale price of the shares sold from $61.19 to $62.18 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Footnote F4
Represents the weighted average sale price of the shares sold from $62.23 to $63.20 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Footnote F5
Represents the weighted average sale price of the shares sold from $63.26 to $63.71 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Footnote F6
Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.
Footnote F7
Restricted stock unit grant vests over four and one-half years, commencing as of January 1, 2021, the vesting commencement date. The first 5% of the shares vest on the six-month anniversary of the vesting commencement date, and the remainder of the shares vest in quarterly installments over the remaining four years, in annual aggregate amounts equal to 15%, 20%, 30% and 30%, respectively, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.
Footnote F8
The stock options vest in 48 equal monthly installments beginning August 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date.
Footnote F9
The stock options vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date.
Footnote F10
The stock options vest as to 25% of the underlying shares on September 1, 2024 and the remainder vest in 36 equal monthly installments over the subsequent three years subject to the Reporting Person's continuous service with the Issuer as of each vesting date.