信托之家，护航家族财富传承
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chinatrust.cn|信托之家
信托之家，护航家族财富传承
| 公司 | Doximity DOCS 美股 |
|---|---|
| 持有人 | Jeffrey Tangney（创始人/CEO）与 Claudia Schweikert 创始人/CEO |
| 受托人 | Jeffrey Tangney、Claudia Schweikert（共同受托人） |
| 信托名称 / 架构 | Tangney Schweikert Family Trust、Tangney Annuity Trust, LLC |
| 信托设立辖区 | — |
| 披露比例 | 未披露/分层见原文 |
| 披露时点 | 2022-02-15 |
| 来源等级 | A |
| 来源原文 | SEC Schedule 13G/A（2022-02-15） |
| 申报日 | 类型 | 比例(见原文) | 信托表述（摘录） | 来源 |
|---|---|---|---|---|
| 2021-07-02 | SC 13G | 6.15% | 原文 | |
| 2021-07-12 | SC 13G | 29.9%、11.6%、7.1%、5% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2021-09-10 | SC 13G/A | 24.5%、10%、5.4%、5% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2022-01-07 | SC 13G | 12.6%、12.5% | 原文 | |
| 2022-02-09 | SC 13G | 6.72%、5% | 原文 | |
| 2022-02-09 | SC 13G | 5.2%、4.6%、4.5% | 原文 | |
| 2022-02-09 | SC 13G | 49%、5.797%、5% | LLC"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards of Trustees | 原文 |
| 2022-02-14 | SC 13G/A | 9.14% | 原文 | |
| 2022-02-14 | SC 13G/A | 24.3%、7.9%、5%、4.2% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2022-02-14 | SC 13G | 52.6%、33.3%、25.1%、20.7%、18.9%、16.2% | (2) Consists of 24,203,330 shares of Class B common stock held of record by Tangney Schweikert Family Trust | 原文 |
| 2022-02-14 | SC 13G | 29%、28.1%、1.3% | 原文 | |
| 2022-02-14 | SC 13G | 6.75%、5% | 原文 | |
| 2022-02-14 | SC 13G | 7.9%、7.6%、7.5%、4.7%、4.5%、3% | 原文 | |
| 2022-02-15 | SC 13G/A | 52.6%、33.3%、25.1%、20.7%、18.9%、16.2% | (2) Consists of 24,203,330 shares of Class B common stock held of record by Tangney Schweikert Family Trust | 原文 |
| 2022-03-10 | SC 13G/A | 15.4%、5%、4.8% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2022-08-10 | SC 13G/A | 6.9%、5% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2023-02-01 | SC 13G/A | — | 原文 | |
| 2023-02-03 | SC 13G | 8.1%、5% | 原文 | |
| 2023-02-09 | SC 13G/A | 8.08%、5% | 原文 | |
| 2023-02-09 | SC 13G/A | 13.3%、13% | 原文 | |
| 2023-02-09 | SC 13G/A | 49%、7.365%、5% | 原文 | |
| 2023-02-10 | SC 13G/A | 3%、2.6%、2.3%、2.2%、1.6%、1.4% | 原文 | |
| 2023-02-10 | SC 13G | 10%、5.1% | 原文 | |
| 2023-02-13 | SC 13G/A | 15.7%、15.1% | 原文 | |
| 2023-02-14 | SC 13G/A | 59.7%、31.5%、27.9%、23.1%、17.1%、14.5% | (2) Consists of (i) 24,203,330 shares of Class B common stock held of record by Tangney Schweikert Family Trust and (ii) 150,000 shares of Class A common stock held of… | 原文 |
| 2023-02-14 | SC 13G/A | — | 原文 | |
| 2023-02-14 | SC 13G/A | 5%、2.02% | 原文 | |
| 2023-02-14 | SC 13G/A | 5%、2.9% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2023-03-08 | SC 13G/A | 5%、4.5% | 原文 | |
| 2023-09-08 | SC 13G/A | 7.6%、7.3% | 原文 | |
| 2024-01-25 | SC 13G | 8.9%、5% | 原文 | |
| 2024-01-30 | SC 13G | 5.33% | 原文 | |
| 2024-02-08 | SC 13G/A | 5.7%、5.2% | 原文 | |
| 2024-02-09 | SC 13G/A | 10%、5% | 原文 | |
| 2024-02-09 | SC 13G/A | 49%、1.393% | 原文 | |
| 2024-02-13 | SC 13G/A | 9.23%、5% | 原文 | |
| 2024-02-14 | SC 13G/A | 65.5%、31.6%、31.5%、26.1%、16.6%、14.1% | that are exercisable within 60 days of December 31, 2023, (iv) 24,203,330 shares of Class B common stock held of record by Tangney Schweikert Family Trust, of which Mr | 原文 |
| 2024-02-14 | SC 13G/A | 11.5%、10.9% | 原文 | |
| 2024-06-07 | SC 13G/A | 4.95% | 原文 | |
| 2024-07-05 | SC 13G | 5.1% | 原文 | |
| 2024-11-07 | SC 13G/A | 3.9%、3.4% | 原文 | |
| 2024-11-08 | SC 13G/A | 7.1%、6.5% | 原文 | |
| 2024-11-12 | SC 13G | 49%、5.462%、5% | 原文 | |
| 2024-11-14 | SC 13G/A | 6.3% | 原文 | |
| 2024-11-14 | SC 13G | 5.2% | 原文 |
