Tapewire

Nasdaq · USD

ACIC

AMERICAN COASTAL INSURANCE Corp

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Tapewire entity
5560
SEC CIK
0001401521
Parsed reports
512

Last 12 months

Inside the activity.

10 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202600
Feb 202610
Mar 202680
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202602
Sep 202611
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 10, 2019 Filed May 13, 2019 20:01 UTC PurchaseCommon Stock 1,500 $14.42 $21,630.00
Disclosure

SEC source: 0001401521-19-000116 · wf-form4_155777767077278.xml · nonDerivative · entry 1

Hogan Michael · CIK 0001410608 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,688

Read SEC document
April 03, 2019 Filed Apr 5, 2019 17:14 UTC
St John ScottChief Claims Officer
GrantNonqualified Stock Options · Derivative 7,375 $16.25 Strike: $16.25 $119,843.75
Disclosure

SEC source: 0001401521-19-000105 · wf-form4_155449886361701.xml · derivative · entry 6

St John Scott · CIK 0001685063 · Chief Claims Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,375

Underlying: Common Stock · 7,375 shares

Expires 2029-04-01

F5 · derivative.exercise_date: Exercise of the nonqualified award is subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming exercisable in each period.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 17:14 UTC
St John ScottChief Claims Officer
GrantRestricted Stock Units · Derivative 2,720 $16.25 $44,200.00
Disclosure

SEC source: 0001401521-19-000105 · wf-form4_155449886361701.xml · derivative · entry 5

St John Scott · CIK 0001685063 · Chief Claims Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,264

Underlying: Common Stock · 2,720 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F4 · derivative.exercise_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period.

F4 · derivative.expiration_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 17:14 UTC
St John ScottChief Claims Officer
GrantPerformance Stock Units · Derivative 5,440 $16.25 $88,400.00
Disclosure

SEC source: 0001401521-19-000105 · wf-form4_155449886361701.xml · derivative · entry 4

St John Scott · CIK 0001685063 · Chief Claims Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,820

Underlying: Common Stock · 5,440 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F2 · derivative.exercise_date: The performance units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, vesting in each period.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (based on the terms outlined in the respective award agreement) can range from 0% to 150% of the number presented above.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 17:14 UTC
St John ScottChief Claims Officer
Exercise / conversionPerformance Stock Units · Derivative 1,708 $16.25 $27,755.00
Disclosure

SEC source: 0001401521-19-000105 · wf-form4_155449886361701.xml · derivative · entry 3

St John Scott · CIK 0001685063 · Chief Claims Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,380

Underlying: Common Stock · 1,708 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F2 · derivative.exercise_date: The performance units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, vesting in each period.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (based on the terms outlined in the respective award agreement) can range from 0% to 150% of the number presented above.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 17:14 UTC
St John ScottChief Claims Officer
Tax withholdingCommon Stock 399 $16.25 $6,483.75
Disclosure

SEC source: 0001401521-19-000105 · wf-form4_155449886361701.xml · nonDerivative · entry 2

St John Scott · CIK 0001685063 · Chief Claims Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,454

Read SEC document
April 03, 2019 Filed Apr 5, 2019 17:14 UTC
St John ScottChief Claims Officer
Exercise / conversionCommon Stock 1,221 $0.00 $0.00
Disclosure

SEC source: 0001401521-19-000105 · wf-form4_155449886361701.xml · nonDerivative · entry 1

St John Scott · CIK 0001685063 · Chief Claims Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,853

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 17:01 UTC
DiFrancesco Paul FChief Underwriting Officer
GrantNonqualified Stock Options · Derivative 9,219 $16.25 Strike: $16.25 $149,808.75
Disclosure

SEC source: 0001401521-19-000099 · wf-form4_155449805685357.xml · derivative · entry 6

DiFrancesco Paul F · CIK 0001685210 · Chief Underwriting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,219

Underlying: Common Stock · 9,219 shares

Expires 2029-04-01

F5 · derivative.exercise_date: Exercise of the nonqualified award is subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming exercisable in each period.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 17:01 UTC
DiFrancesco Paul FChief Underwriting Officer
GrantRestricted Stock Units · Derivative 3,400 $16.25 $55,250.00
Disclosure

SEC source: 0001401521-19-000099 · wf-form4_155449805685357.xml · derivative · entry 5

DiFrancesco Paul F · CIK 0001685210 · Chief Underwriting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,580

Underlying: Common Stock · 3,400 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F4 · derivative.exercise_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period.

F4 · derivative.expiration_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 17:01 UTC
DiFrancesco Paul FChief Underwriting Officer
GrantPerformance Stock Units · Derivative 6,800 $16.25 $110,500.00
Disclosure

SEC source: 0001401521-19-000099 · wf-form4_155449805685357.xml · derivative · entry 4

DiFrancesco Paul F · CIK 0001685210 · Chief Underwriting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,025

Underlying: Common Stock · 6,800 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F2 · derivative.exercise_date: The performance units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, vesting in each period.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (based on the terms outlined in the respective award agreement) can range from 0% to 150% of the number presented above.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 17:01 UTC
DiFrancesco Paul FChief Underwriting Officer
Exercise / conversionPerformance Stock Units · Derivative 2,135 $16.25 $34,693.75
Disclosure

SEC source: 0001401521-19-000099 · wf-form4_155449805685357.xml · derivative · entry 3

DiFrancesco Paul F · CIK 0001685210 · Chief Underwriting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,225

Underlying: Common Stock · 2,135 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F2 · derivative.exercise_date: The performance units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, vesting in each period.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (based on the terms outlined in the respective award agreement) can range from 0% to 150% of the number presented above.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 17:01 UTC
DiFrancesco Paul FChief Underwriting Officer
Tax withholdingCommon Stock 498 $16.25 $8,092.50
Disclosure

SEC source: 0001401521-19-000099 · wf-form4_155449805685357.xml · nonDerivative · entry 2

DiFrancesco Paul F · CIK 0001685210 · Chief Underwriting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,856

Read SEC document
April 03, 2019 Filed Apr 5, 2019 17:01 UTC
DiFrancesco Paul FChief Underwriting Officer
Exercise / conversionCommon Stock 1,526 $0.00 $0.00
Disclosure

SEC source: 0001401521-19-000099 · wf-form4_155449805685357.xml · nonDerivative · entry 1

DiFrancesco Paul F · CIK 0001685210 · Chief Underwriting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,354

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:21 UTC
Kalter BradChief Legal Officer
GrantNonqualified Stock Options · Derivative 7,508 $16.25 Strike: $16.25 $122,005.00
Disclosure

SEC source: 0001401521-19-000107 · wf-form4_155449925515027.xml · derivative · entry 3

Kalter Brad · CIK 0001769793 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,508

Underlying: Common Stock · 7,508 shares

Expires 2029-04-01

F5 · derivative.exercise_date: Exercise of the nonqualified award is subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming exercisable in each period.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:21 UTC
Kalter BradChief Legal Officer
GrantRestricted Stock Units · Derivative 2,769 $16.25 $44,996.25
Disclosure

SEC source: 0001401521-19-000107 · wf-form4_155449925515027.xml · derivative · entry 2

Kalter Brad · CIK 0001769793 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,769

Underlying: Common Stock · 2,769 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F4 · derivative.exercise_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period.

F4 · derivative.expiration_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:21 UTC
Kalter BradChief Legal Officer
GrantPerformance Stock Units · Derivative 5,538 $16.25 $89,992.50
Disclosure

SEC source: 0001401521-19-000107 · wf-form4_155449925515027.xml · derivative · entry 1

Kalter Brad · CIK 0001769793 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,538

Underlying: Common Stock · 5,538 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F2 · derivative.exercise_date: The performance units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, vesting in each period.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (based on the terms outlined in the respective award agreement) can range from 0% to 150% of the number presented above.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:12 UTC
Menon DeepakChief Revenue Officer
GrantNonqualified Stock Options · Derivative 11,523 $16.25 Strike: $16.25 $187,248.75
Disclosure

SEC source: 0001401521-19-000103 · wf-form4_155449871847719.xml · derivative · entry 6

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,523

Underlying: Common Stock · 11,523 shares

Expires 2029-04-01

F5 · derivative.exercise_date: Exercise of the nonqualified award is subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming exercisable in each period.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:12 UTC
Menon DeepakChief Revenue Officer
GrantRestricted Stock Units · Derivative 4,250 $16.25 $69,062.50
Disclosure

SEC source: 0001401521-19-000103 · wf-form4_155449871847719.xml · derivative · entry 5

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,225

Underlying: Common Stock · 4,250 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F4 · derivative.exercise_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period.

F4 · derivative.expiration_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:12 UTC
Menon DeepakChief Revenue Officer
GrantPerformance Stock Units · Derivative 8,500 $16.25 $138,125.00
Disclosure

SEC source: 0001401521-19-000103 · wf-form4_155449871847719.xml · derivative · entry 4

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,782

Underlying: Common Stock · 8,500 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F2 · derivative.exercise_date: The performance units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, vesting in each period.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (based on the terms outlined in the respective award agreement) can range from 0% to 150% of the number presented above.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:12 UTC
Menon DeepakChief Revenue Officer
Exercise / conversionPerformance Stock Units · Derivative 2,668 $16.25 $43,355.00
Disclosure

SEC source: 0001401521-19-000103 · wf-form4_155449871847719.xml · derivative · entry 3

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,282

Underlying: Common Stock · 2,668 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F2 · derivative.exercise_date: The performance units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, vesting in each period.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (based on the terms outlined in the respective award agreement) can range from 0% to 150% of the number presented above.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:12 UTC
Menon DeepakChief Revenue Officer
Tax withholdingCommon Stock 623 $16.25 $10,123.75
Disclosure

SEC source: 0001401521-19-000103 · wf-form4_155449871847719.xml · nonDerivative · entry 2

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,846

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:12 UTC
Menon DeepakChief Revenue Officer
Exercise / conversionCommon Stock 1,908 $0.00 $0.00
Disclosure

SEC source: 0001401521-19-000103 · wf-form4_155449871847719.xml · nonDerivative · entry 1

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,469

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:02 UTC
FORNEY JOHNDirector · President & CEO
GrantNonqualified Stock Options · Derivative 42,548 $16.25 Strike: $16.25 $691,405.00
Disclosure

SEC source: 0001401521-19-000101 · wf-form4_155449815337365.xml · derivative · entry 6

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,548

Underlying: Common Stock · 42,548 shares

Expires 2029-04-01

F5 · derivative.exercise_date: Exercise of the nonqualified award is subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming exercisable in each period.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:02 UTC
FORNEY JOHNDirector · President & CEO
GrantRestricted Stock Units · Derivative 15,692 $16.25 $254,995.00
Disclosure

SEC source: 0001401521-19-000101 · wf-form4_155449815337365.xml · derivative · entry 5

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,369

Underlying: Common Stock · 15,692 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F4 · derivative.exercise_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period.

F4 · derivative.expiration_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:02 UTC
FORNEY JOHNDirector · President & CEO
GrantPerformance Stock Units · Derivative 31,385 $16.25 $510,006.25
Disclosure

SEC source: 0001401521-19-000101 · wf-form4_155449815337365.xml · derivative · entry 4

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,887

Underlying: Common Stock · 31,385 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F2 · derivative.exercise_date: The performance units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, vesting in each period.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (based on the terms outlined in the respective award agreement) can range from 0% to 150% of the number presented above.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:02 UTC
FORNEY JOHNDirector · President & CEO
Exercise / conversionPerformance Stock Units · Derivative 9,852 $16.25 $160,095.00
Disclosure

SEC source: 0001401521-19-000101 · wf-form4_155449815337365.xml · derivative · entry 3

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,502

Underlying: Common Stock · 9,852 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F2 · derivative.exercise_date: The performance units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, vesting in each period.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (based on the terms outlined in the respective award agreement) can range from 0% to 150% of the number presented above.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:02 UTC
FORNEY JOHNDirector · President & CEO
Tax withholdingCommon Stock 2,818 $16.25 $45,792.50
Disclosure

SEC source: 0001401521-19-000101 · wf-form4_155449815337365.xml · nonDerivative · entry 2

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 116,067

Read SEC document
April 03, 2019 Filed Apr 5, 2019 21:02 UTC
FORNEY JOHNDirector · President & CEO
Exercise / conversionCommon Stock 7,044 $0.00 $0.00
Disclosure

SEC source: 0001401521-19-000101 · wf-form4_155449815337365.xml · nonDerivative · entry 1

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 118,885

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 20:59 UTC
MARTZ BRADChief Financial Officer
GrantNonqualified Stock Options · Derivative 14,750 $16.25 Strike: $16.25 $239,687.50
Disclosure

SEC source: 0001401521-19-000097 · wf-form4_155449795499428.xml · derivative · entry 6

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,750

Underlying: Common Stock · 14,750 shares

Expires 2029-04-01

F6 · derivative.exercise_date: Exercise of the nonqualified award is subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming exercisable in each period.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 20:59 UTC
MARTZ BRADChief Financial Officer
GrantRestricted Stock Units · Derivative 5,440 $16.25 $88,400.00
Disclosure

SEC source: 0001401521-19-000097 · wf-form4_155449795499428.xml · derivative · entry 5

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,528

Underlying: Common Stock · 5,440 shares

Expires not disclosed

F2 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F5 · derivative.exercise_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period.

F5 · derivative.expiration_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 20:59 UTC
MARTZ BRADChief Financial Officer
GrantPerformance Stock Units · Derivative 10,880 $16.25 $176,800.00
Disclosure

SEC source: 0001401521-19-000097 · wf-form4_155449795499428.xml · derivative · entry 4

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,641

Underlying: Common Stock · 10,880 shares

Expires not disclosed

F2 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F3 · derivative.exercise_date: The performance units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, vesting in each period.

F4 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (based on the terms outlined in the respective award agreement) can range from 0% to 150% of the number presented above.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 20:59 UTC
MARTZ BRADChief Financial Officer
Exercise / conversionPerformance Stock Units · Derivative 3,415 $16.25 $55,493.75
Disclosure

SEC source: 0001401521-19-000097 · wf-form4_155449795499428.xml · derivative · entry 3

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,761

Underlying: Common Stock · 3,415 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F3 · derivative.exercise_date: The performance units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, vesting in each period.

F4 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (based on the terms outlined in the respective award agreement) can range from 0% to 150% of the number presented above.

Read SEC document
April 03, 2019 Filed Apr 5, 2019 20:59 UTC
MARTZ BRADChief Financial Officer
Tax withholdingCommon Stock 797 $16.25 $12,951.25
Disclosure

SEC source: 0001401521-19-000097 · wf-form4_155449795499428.xml · nonDerivative · entry 2

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,506

F1 · ownership.direct: Held in the name of Bennett B. Martz IRA

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April 03, 2019 Filed Apr 5, 2019 20:59 UTC
MARTZ BRADChief Financial Officer
Exercise / conversionCommon Stock 2,442 $0.00 $0.00
Disclosure

SEC source: 0001401521-19-000097 · wf-form4_155449795499428.xml · nonDerivative · entry 1

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,303

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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March 27, 2019 Filed Mar 27, 2019 20:02 UTC
Menon DeepakChief Revenue Officer
PurchaseCommon Stock 580 $15.85 $9,193.00
Disclosure

SEC source: 0001401521-19-000091 · wf-form4_155371692031112.xml · nonDerivative · entry 1

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,561

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March 15, 2019 Filed Mar 19, 2019 16:19 UTC
St John ScottChief Claims Officer
Tax withholdingCommon Stock 218 $16.54 $3,605.72
Disclosure

SEC source: 0001401521-19-000079 · wf-form4_155302674098715.xml · nonDerivative · entry 1

St John Scott · CIK 0001685063 · Chief Claims Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,632

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March 15, 2019 Filed Mar 19, 2019 17:06 UTC
DiFrancesco Paul FChief Underwriting Officer
Tax withholdingCommon Stock 653 $16.54 $10,800.62
Disclosure

SEC source: 0001401521-19-000086 · wf-form4_155302816913325.xml · nonDerivative · entry 1

DiFrancesco Paul F · CIK 0001685210 · Chief Underwriting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,828

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March 15, 2019 Filed Mar 19, 2019 21:01 UTC
FORNEY JOHNDirector · President & CEO
Tax withholdingCommon Stock 2,667 $16.54 $44,112.18
Disclosure

SEC source: 0001401521-19-000087 · wf-form4_155302925777102.xml · nonDerivative · entry 1

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 111,841

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March 15, 2019 Filed Mar 19, 2019 20:27 UTC
MARTZ BRADChief Financial Officer
Tax withholdingCommon Stock 544 $16.54 $8,997.76
Disclosure

SEC source: 0001401521-19-000083 · wf-form4_155302721964362.xml · nonDerivative · entry 1

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,861

F1 · ownership.direct: Held in the name of Bennett B. Martz IRA

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March 15, 2019 Filed Mar 19, 2019 20:23 UTC
Menon DeepakChief Revenue Officer
Tax withholdingCommon Stock 1,089 $16.54 $18,012.06
Disclosure

SEC source: 0001401521-19-000081 · wf-form4_155302698482497.xml · nonDerivative · entry 1

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,981

Read SEC document
March 13, 2019 Filed Apr 5, 2019 17:14 UTC
St John ScottChief Claims Officer
GrantDividend Equivalent Units · Derivative 28 $16.37 $458.36
Disclosure

SEC source: 0001401521-19-000105 · wf-form4_155449886361701.xml · derivative · entry 10

St John Scott · CIK 0001685063 · Chief Claims Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53

Underlying: Common Stock · 28 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F6 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units or performance-based restricted stock units to which they relate. Dividend equivalent units credited in respect of performance-based restricted stock units that are not eligible for conversion at the end of the performance period will be cancelled.

F6 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units or performance-based restricted stock units to which they relate. Dividend equivalent units credited in respect of performance-based restricted stock units that are not eligible for conversion at the end of the performance period will be cancelled.

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March 13, 2019 Filed Apr 5, 2019 17:01 UTC
DiFrancesco Paul FChief Underwriting Officer
GrantDividend Equivalent Units · Derivative 23 $16.37 $376.51
Disclosure

SEC source: 0001401521-19-000099 · wf-form4_155449805685357.xml · derivative · entry 10

DiFrancesco Paul F · CIK 0001685210 · Chief Underwriting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44

Underlying: Common Stock · 23 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F6 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units or performance-based restricted stock units to which they relate. Dividend equivalent units credited in respect of performance-based restricted stock units that are not eligible for conversion at the end of the performance period will be cancelled.

F6 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units or performance-based restricted stock units to which they relate. Dividend equivalent units credited in respect of performance-based restricted stock units that are not eligible for conversion at the end of the performance period will be cancelled.

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March 13, 2019 Filed Apr 5, 2019 21:12 UTC
Menon DeepakChief Revenue Officer
GrantDividend Equivalent Units · Derivative 44 $16.37 $720.28
Disclosure

SEC source: 0001401521-19-000103 · wf-form4_155449871847719.xml · derivative · entry 10

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83

Underlying: Common Stock · 44 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F6 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units or performance-based restricted stock units to which they relate. Dividend equivalent units credited in respect of performance-based restricted stock units that are not eligible for conversion at the end of the performance period will be cancelled.

F6 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units or performance-based restricted stock units to which they relate. Dividend equivalent units credited in respect of performance-based restricted stock units that are not eligible for conversion at the end of the performance period will be cancelled.

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March 13, 2019 Filed Apr 5, 2019 21:02 UTC
FORNEY JOHNDirector · President & CEO
GrantDividend Equivalent Units · Derivative 108 $16.37 $1,767.96
Disclosure

SEC source: 0001401521-19-000101 · wf-form4_155449815337365.xml · derivative · entry 10

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203

Underlying: Common Stock · 108 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F6 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units or performance-based restricted stock units to which they relate. Dividend equivalent units credited in respect of performance-based restricted stock units that are not eligible for conversion at the end of the performance period will be cancelled.

F6 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units or performance-based restricted stock units to which they relate. Dividend equivalent units credited in respect of performance-based restricted stock units that are not eligible for conversion at the end of the performance period will be cancelled.

Read SEC document
March 13, 2019 Filed Apr 5, 2019 20:59 UTC
MARTZ BRADChief Financial Officer
GrantDividend Equivalent Units · Derivative 56 $16.37 $916.72
Disclosure

SEC source: 0001401521-19-000097 · wf-form4_155449795499428.xml · derivative · entry 10

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106

Underlying: Common Stock · 56 shares

Expires not disclosed

F2 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F7 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units or performance-based restricted stock units to which they relate. Dividend equivalent units credited in respect of performance-based restricted stock units that are not eligible for conversion at the end of the performance period will be cancelled.

F7 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units or performance-based restricted stock units to which they relate. Dividend equivalent units credited in respect of performance-based restricted stock units that are not eligible for conversion at the end of the performance period will be cancelled.

Read SEC document
March 13, 2019 Filed Aug 28, 2019 20:11 UTC PurchaseCommon Stock 196.766 $16.52 $3,250.57
Disclosure

SEC source: 0001401521-19-000167 · wf-form4_156702310294803.xml · nonDerivative · entry 6

Hogan Michael · CIK 0001410608 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,652.658

F1 · shares: Represents shares acquired as a result of the reporting person's election to reinvest dividends in additional shares of common stock.

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March 08, 2019 Filed Mar 12, 2019 20:07 UTC
Menon DeepakChief Revenue Officer
Tax withholdingCommon Stock 1,083 $15.80 $17,111.40
Disclosure

SEC source: 0001401521-19-000074 · wf-form4_155242123744595.xml · nonDerivative · entry 1

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,070

Read SEC document
March 08, 2019 Filed Mar 12, 2019 20:06 UTC
FORNEY JOHNDirector · President & CEO
Tax withholdingCommon Stock 2,666 $15.80 $42,122.80
Disclosure

SEC source: 0001401521-19-000072 · wf-form4_155242114751867.xml · nonDerivative · entry 1

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 114,508

Read SEC document
March 08, 2019 Filed Mar 12, 2019 20:04 UTC
MARTZ BRADChief Financial Officer
Tax withholdingCommon Stock 541 $15.80 $8,547.80
Disclosure

SEC source: 0001401521-19-000070 · wf-form4_155242103230759.xml · nonDerivative · entry 1

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,405

F1 · ownership.direct: Held in the name of Bennett B. Martz IRA

Read SEC document
March 06, 2019 Filed Mar 7, 2019 21:10 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 4,000 $16.00 $64,000.00
Disclosure

SEC source: 0001401521-19-000066 · wf-form4_155199299598182.xml · nonDerivative · entry 2

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,950,836

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.