Marqeta, Inc. discloses operating results and governance changes through SEC filings tied to its modern card issuing platform. Recent Form 8-K reports furnish quarterly and annual earnings releases, including Total Processing Volume, net revenue, gross profit, GAAP results and Adjusted EBITDA.
The filing record also documents leadership and officer-designation matters, including executive appointments, principal financial and accounting officer roles, compensation arrangements and equity awards. Definitive proxy materials cover board matters, executive compensation, shareholder voting items and related corporate-governance disclosures.
Jason Gardner reports beneficial ownership of 11,999,943 shares of Marqeta, Inc. Class A Common Stock (on an as-converted basis), following a 1-for-4 reverse stock split effective June 30, 2026. This represents 11.51% of the Class A Common Stock, based on 95,915,584 shares outstanding.
The holdings include shares in living trusts and 2025 GRATs associated with Gardner and his spouse, plus 609,631 shares subject to stock options exercisable within 60 days of June 30, 2026. He has sole voting and dispositive power over 609,631 shares and shared power over 9,396,980 shares. Certain children’s trusts totaling 1,993,332 shares are included for completeness but disclaimed for beneficial ownership.
Marqeta, Inc. director Martha Cummings reported an open-market sale of 713 shares of Class A Common Stock on July 15, 2026, at $16.22 per share. After this transaction, she directly holds 12,256 shares of Marqeta Class A Common Stock.
Dimensional Fund Advisors LP reports beneficial ownership of 7,795,866 shares of Marqeta Inc common stock, representing 8.0% of the class as of June 30, 2026. The shares are held across investment companies, commingled funds, group trusts and separate accounts for which Dimensional acts as adviser or sub-adviser.
Dimensional has sole power to vote 7,476,106 shares and sole power to dispose of 7,795,866 shares, with no shared voting or dispositive power. All securities are owned by the underlying funds; Dimensional states it may be deemed a beneficial owner for Section 13(d) purposes but disclaims beneficial ownership, and notes that, to its knowledge, no individual fund holds more than 5% of the class.
Marqeta, Inc. principal accounting officer Sarah Barkema reported updated holdings following a 1-for-4 reverse stock split effective June 30, 2026. She now beneficially owns 52,294 shares of Class A Common Stock and multiple grants of restricted stock units (RSUs) that each convert into one share of Class A Common Stock.
The RSU grants, originally awarded in October 2024, March 2025, and March 2026, continue to vest quarterly so long as she remains in service, and the number of RSUs shown already reflects the reverse stock split and prior vesting.
Marqeta, Inc. Chief Revenue Officer Todd Pollak sold 18,750 shares of Class A Common Stock in an open-market transaction. The weighted average sale price was $16.8772 per share, with individual trades executed between $16.30 and $17.23. After the sale, he directly owns 185,008 shares.
Marqeta, Inc. Chief Financial Officer Patti Kangwankij reported updated equity holdings reflecting a 1-for-4 reverse stock split effective June 30, 2026. Following the adjustment, she directly holds no shares of Class A common stock.
Her remaining equity exposure is through awards. She holds restricted stock units covering 368,557 shares of Class A common stock and performance stock units covering 157,953 shares at target, each unit convertible into one share. The PSU grant, made March 16, 2026, can vest up to 200% of target based on specified gross profit and adjusted EBITDA goals and continued service, while the RSU grant of 157,953 units vests over time beginning March 1, 2027.
Marqeta, Inc. director and more-than-10% owner Jason M. Gardner filed an update of his holdings rather than a new buy or sell. The filing reflects a 1-for-4 reverse stock split effective June 30, 2026, with cash paid instead of fractional shares.
Post-split entries show indirect holdings of Class A Common Stock in amounts including 73,333 shares and 3,556,343 shares, and several indirect Class B positions that are each convertible into Class A on a one-for-one basis. Gardner also directly holds stock options over 302,409, 114,583 and 192,639 shares of Class B Common Stock at exercise prices of $41.92, $9.00 and $1.60 per share, respectively, all fully vested and exercisable.
Some shares are held through family trusts and 2025 GRATs, and certain children’s trusts where an independent institution serves as trustee and Gardner disclaims beneficial ownership.
Marqeta, Inc. filed an insider report showing updated equity holdings for Chief Technology Officer Lukasz Strozek after a 1-for-4 reverse stock split effective June 30, 2026, with cash paid in lieu of fractional shares. Following the update, he reports no directly held Class A Common Stock.
The filing shows 482,539 Restricted Stock Units (RSUs), each convertible into one share of Class A Common Stock. This RSU grant was made on June 15, 2026 and is scheduled to vest one-third on June 1, 2027, with the remaining units vesting in equal quarterly installments, subject to continued service.
Strozek also holds 120,634 Performance Stock Units (Rule of 40), each convertible into one share of Class A Common Stock. These PSUs may be issued over time upon achievement of specified gross profit and adjusted EBITDA targets and continued service, with up to 200% of the target shares vesting at maximum performance.
Marqeta, Inc. officer Crystal Sumner filed a Form 4 updating equity holdings after a 1-for-4 reverse stock split effective June 30, 2026. The filing shows direct ownership of 148,731 shares of Class A Common Stock, adjusted for the split, with cash paid in lieu of fractional shares.
Sumner also holds stock options to buy 24,570 and 189,542 shares of Class A Common Stock at an exercise price of $16.28 per share, expiring on March 14, 2033. In addition, several restricted stock unit awards cover 158,985, 68,321, 27,644, and 20,489 shares, each RSU convertible into one share.
The Form 4 further lists performance stock units tied to Rule of 40, gross profit and adjusted EBITDA metrics, including awards for 74,331, 20,496, 43,429, 8,784, and 18,612 shares at target. At maximum achievement under one grant, up to 200% of the target PSUs may vest, subject to continued service.
Marqeta, Inc. Chief Revenue Officer Todd Pollak reported his updated equity holdings following a 1-for-4 reverse stock split effective on June 30, 2026. After the adjustment, he beneficially owns 203,758 shares of Class A Common Stock directly.
Pollak also holds stock options to buy Class A shares, including options over 73,870 shares at $25.52 per share and additional options over 15,174 and 273,963 shares at $26.36 per share, with expirations in 2033. The filing lists several restricted stock unit and performance stock unit awards, each convertible into one share of Class A Common Stock, tied to vesting and performance targets such as gross profit and adjusted EBITDA. The disclosure reflects holdings and award terms after the reverse split, without recording any new share purchases or sales.