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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
January 18, 2019 Filed Jan 22, 2019 21:07 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 900 $16.18 $14,562.00
Disclosure

SEC source: 0001401521-19-000013 · wf-form4_154819120580891.xml · nonDerivative · entry 10

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,067,336

Read SEC document
January 18, 2019 Filed Jan 22, 2019 21:07 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 100 $16.21 $1,621.00
Disclosure

SEC source: 0001401521-19-000013 · wf-form4_154819120580891.xml · nonDerivative · entry 9

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,068,236

Read SEC document
January 18, 2019 Filed Jan 22, 2019 21:07 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 200 $16.22 $3,244.00
Disclosure

SEC source: 0001401521-19-000013 · wf-form4_154819120580891.xml · nonDerivative · entry 8

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,068,336

Read SEC document
January 18, 2019 Filed Jan 22, 2019 21:07 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 100 $16.24 $1,624.00
Disclosure

SEC source: 0001401521-19-000013 · wf-form4_154819120580891.xml · nonDerivative · entry 7

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,068,536

Read SEC document
January 18, 2019 Filed Jan 22, 2019 21:07 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 100 $16.25 $1,625.00
Disclosure

SEC source: 0001401521-19-000013 · wf-form4_154819120580891.xml · nonDerivative · entry 6

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,068,636

Read SEC document
January 18, 2019 Filed Jan 22, 2019 21:07 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 300 $16.26 $4,878.00
Disclosure

SEC source: 0001401521-19-000013 · wf-form4_154819120580891.xml · nonDerivative · entry 5

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,068,736

Read SEC document
January 18, 2019 Filed Jan 22, 2019 21:07 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 100 $16.29 $1,629.00
Disclosure

SEC source: 0001401521-19-000013 · wf-form4_154819120580891.xml · nonDerivative · entry 4

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,069,036

Read SEC document
January 18, 2019 Filed Jan 22, 2019 21:07 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 1,500 $16.34 $24,510.00
Disclosure

SEC source: 0001401521-19-000013 · wf-form4_154819120580891.xml · nonDerivative · entry 3

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,069,136

Read SEC document
January 18, 2019 Filed Jan 22, 2019 21:07 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 100 $16.35 $1,635.00
Disclosure

SEC source: 0001401521-19-000013 · wf-form4_154819120580891.xml · nonDerivative · entry 2

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,070,636

Read SEC document
January 18, 2019 Filed Jan 22, 2019 21:07 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 100 $16.36 $1,636.00
Disclosure

SEC source: 0001401521-19-000013 · wf-form4_154819120580891.xml · nonDerivative · entry 1

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,070,736

Read SEC document
January 17, 2019 Filed Jan 18, 2019 21:03 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 4,000 $16.02 $64,080.00
Disclosure

SEC source: 0001401521-19-000011 · wf-form4_154784539464737.xml · nonDerivative · entry 1

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,070,836

Read SEC document
January 16, 2019 Filed Jan 17, 2019 21:02 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 1,800 $16.00 $28,800.00
Disclosure

SEC source: 0001401521-19-000009 · wf-form4_154775894039495.xml · nonDerivative · entry 1

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,074,836

Read SEC document
January 15, 2019 Filed Jan 15, 2019 22:35 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 300 $16.01 $4,803.00
Disclosure

SEC source: 0001401521-19-000007 · wf-form4_154759172478236.xml · nonDerivative · entry 6

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,076,636

Read SEC document
January 14, 2019 Filed Jan 15, 2019 22:35 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 2 $16.09 $32.18
Disclosure

SEC source: 0001401521-19-000007 · wf-form4_154759172478236.xml · nonDerivative · entry 5

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,076,936

Read SEC document
January 14, 2019 Filed Jan 15, 2019 22:35 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 98 $16.06 $1,573.88
Disclosure

SEC source: 0001401521-19-000007 · wf-form4_154759172478236.xml · nonDerivative · entry 4

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,076,938

Read SEC document
January 14, 2019 Filed Jan 15, 2019 22:35 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 200 $16.02 $3,204.00
Disclosure

SEC source: 0001401521-19-000007 · wf-form4_154759172478236.xml · nonDerivative · entry 3

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,077,036

Read SEC document
January 14, 2019 Filed Jan 15, 2019 22:35 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 300 $16.01 $4,803.00
Disclosure

SEC source: 0001401521-19-000007 · wf-form4_154759172478236.xml · nonDerivative · entry 2

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,077,236

Read SEC document
January 14, 2019 Filed Jan 15, 2019 22:35 UTC
Peed DanielDirector · 10% owner
SaleCommon Stock 1,000 $16.00 $16,000.00
Disclosure

SEC source: 0001401521-19-000007 · wf-form4_154759172478236.xml · nonDerivative · entry 1

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,077,536

Read SEC document
November 27, 2018 Filed Apr 5, 2019 17:14 UTC
St John ScottChief Claims Officer
GrantDividend Equivalent Units · Derivative 25 $18.49 $462.25
Disclosure

SEC source: 0001401521-19-000105 · wf-form4_155449886361701.xml · derivative · entry 9

St John Scott · CIK 0001685063 · Chief Claims Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25

Underlying: Common Stock · 25 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
November 27, 2018 Filed Apr 5, 2019 17:01 UTC
DiFrancesco Paul FChief Underwriting Officer
GrantDividend Equivalent Units · Derivative 21 $18.49 $388.29
Disclosure

SEC source: 0001401521-19-000099 · wf-form4_155449805685357.xml · derivative · entry 9

DiFrancesco Paul F · CIK 0001685210 · Chief Underwriting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21

Underlying: Common Stock · 21 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
November 27, 2018 Filed Apr 5, 2019 21:12 UTC
Menon DeepakChief Revenue Officer
GrantDividend Equivalent Units · Derivative 39 $18.49 $721.11
Disclosure

SEC source: 0001401521-19-000103 · wf-form4_155449871847719.xml · derivative · entry 9

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39

Underlying: Common Stock · 39 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
November 27, 2018 Filed Apr 5, 2019 21:02 UTC
FORNEY JOHNDirector · President & CEO
GrantDividend Equivalent Units · Derivative 95 $18.49 $1,756.55
Disclosure

SEC source: 0001401521-19-000101 · wf-form4_155449815337365.xml · derivative · entry 9

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95

Underlying: Common Stock · 95 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
November 27, 2018 Filed Apr 5, 2019 20:59 UTC
MARTZ BRADChief Financial Officer
GrantDividend Equivalent Units · Derivative 50 $18.49 $924.50
Disclosure

SEC source: 0001401521-19-000097 · wf-form4_155449795499428.xml · derivative · entry 9

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50

Underlying: Common Stock · 50 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
November 27, 2018 Filed Aug 28, 2019 20:11 UTC PurchaseCommon Stock 161.699 $19.11 $3,090.07
Disclosure

SEC source: 0001401521-19-000167 · wf-form4_156702310294803.xml · nonDerivative · entry 5

Hogan Michael · CIK 0001410608 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,455.892

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

Read SEC document
October 05, 2018 Filed Oct 9, 2018 16:24 UTC
DiFrancesco Paul FChief Underwriting Officer
GrantNonqualified Stock Options · Derivative 8,464 $0.00 Strike: $21.13 $0.00
Disclosure

SEC source: 0001401521-18-000097 · wf-form4_153911662121020.xml · derivative · entry 5

DiFrancesco Paul F · CIK 0001685210 · Chief Underwriting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,464

Underlying: Common Stock · 8,464 shares

Expires 2028-10-05

F6 · derivative.exercise_date: Exercise of the nonqualified award is subject to vesting over three years with one third, rounded won to the nearest whole share of stock, becoming exercisable on each of October 5, 2019 and October 5, 2020, as applicable. The remainder of the nonqualified award will become exercisable on October 5, 2021.

Read SEC document
October 05, 2018 Filed Oct 9, 2018 16:21 UTC
St John ScottChief Claims Officer
GrantNonqualified Stock Options · Derivative 6,771 $0.00 Strike: $21.13 $0.00
Disclosure

SEC source: 0001401521-18-000093 · wf-form4_153911646260508.xml · derivative · entry 5

St John Scott · CIK 0001685063 · Chief Claims Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,771

Underlying: Common Stock · 6,771 shares

Expires 2028-10-05

F6 · derivative.exercise_date: Exercise of the nonqualified award is subject to vesting over three years with one third, rounded won to the nearest whole share of stock, becoming exercisable on each of October 5, 2019 and October 5, 2020, as applicable. The remainder of the nonqualified award will become exercisable on October 5, 2021.

Read SEC document
October 05, 2018 Filed Oct 9, 2018 20:20 UTC
FORNEY JOHNDirector · President & CEO
GrantNonqualified Stock Options · Derivative 39,066 $0.00 Strike: $21.13 $0.00
Disclosure

SEC source: 0001401521-18-000091 · wf-form4_153911638728260.xml · derivative · entry 5

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,066

Underlying: Common Stock · 39,066 shares

Expires 2028-10-05

F6 · derivative.exercise_date: Exercise of the nonqualified award is subject to vesting over three years with one third, rounded won to the nearest whole share of stock, becoming exercisable on each of October 5, 2019 and October 5, 2020, as applicable. The remainder of the nonqualified award will become exercisable on October 5, 2021.

Read SEC document
October 05, 2018 Filed Oct 9, 2018 20:22 UTC
Menon DeepakChief Revenue Officer
GrantNonqualified Stock Options · Derivative 10,580 $0.00 Strike: $21.13 $0.00
Disclosure

SEC source: 0001401521-18-000095 · wf-form4_153911654012099.xml · derivative · entry 5

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,580

Underlying: Common Stock · 10,580 shares

Expires 2028-10-05

F6 · derivative.exercise_date: Exercise of the nonqualified award is subject to vesting over three years with one third, rounded won to the nearest whole share of stock, becoming exercisable on each of October 5, 2019 and October 5, 2020, as applicable. The remainder of the nonqualified award will become exercisable on October 5, 2021.

Read SEC document
October 05, 2018 Filed Oct 9, 2018 20:18 UTC
MARTZ BRADChief Financial Officer
GrantNonqualified Stock Options · Derivative 13,543 $0.00 Strike: $21.13 $0.00
Disclosure

SEC source: 0001401521-18-000089 · wf-form4_153911630132972.xml · derivative · entry 5

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,543

Underlying: Common Stock · 13,543 shares

Expires 2028-10-05

F6 · derivative.exercise_date: Exercise of the nonqualified award is subject to vesting over three years with one third, rounded won to the nearest whole share of stock, becoming exercisable on each of October 5, 2019 and October 5, 2020, as applicable. The remainder of the nonqualified award will become exercisable on October 5, 2021.

Read SEC document
September 18, 2018 Filed Oct 9, 2018 16:24 UTC
DiFrancesco Paul FChief Underwriting Officer
GrantNonqualified Stock Options · Derivative 3,180 $0.00 Strike: $20.44 $0.00
Disclosure

SEC source: 0001401521-18-000097 · wf-form4_153911662121020.xml · derivative · entry 4

DiFrancesco Paul F · CIK 0001685210 · Chief Underwriting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,180

Underlying: Common Stock · 3,180 shares

Expires 2028-09-18

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 on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the nonqualified award will become exercisable on September 18, 2021.

Read SEC document
September 18, 2018 Filed Oct 9, 2018 16:24 UTC
DiFrancesco Paul FChief Underwriting Officer
GrantPerformance Stock Units · Derivative 6,360 $0.00 $0.00
Disclosure

SEC source: 0001401521-18-000097 · wf-form4_153911662121020.xml · derivative · entry 3

DiFrancesco Paul F · CIK 0001685210 · Chief Underwriting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,360

Underlying: Common Stock · 6,360 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.

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, becoming vested on each of April 1, 2019 and April 1, 2020, as applicable. The remainder of the performance units will become vested on April 1, 2021.

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
September 18, 2018 Filed Oct 9, 2018 16:24 UTC
DiFrancesco Paul FChief Underwriting Officer
GrantRestricted Stock Units · Derivative 3,180 $0.00 $0.00
Disclosure

SEC source: 0001401521-18-000097 · wf-form4_153911662121020.xml · derivative · entry 2

DiFrancesco Paul F · CIK 0001685210 · Chief Underwriting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,180

Underlying: Common Stock · 3,180 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 restricted stock units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming vested on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the restricted stock units will become vested on September 18, 2021.

F2 · derivative.expiration_date: The restricted stock units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming vested on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the restricted stock units will become vested on September 18, 2021.

Read SEC document
September 18, 2018 Filed Oct 9, 2018 16:21 UTC
St John ScottChief Claims Officer
GrantNonqualified Stock Options · Derivative 2,544 $0.00 Strike: $20.44 $0.00
Disclosure

SEC source: 0001401521-18-000093 · wf-form4_153911646260508.xml · derivative · entry 4

St John Scott · CIK 0001685063 · Chief Claims Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,544

Underlying: Common Stock · 2,544 shares

Expires 2028-09-18

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 on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the nonqualified award will become exercisable on September 18, 2021.

Read SEC document
September 18, 2018 Filed Oct 9, 2018 16:21 UTC
St John ScottChief Claims Officer
GrantPerformance Stock Units · Derivative 5,088 $0.00 $0.00
Disclosure

SEC source: 0001401521-18-000093 · wf-form4_153911646260508.xml · derivative · entry 3

St John Scott · CIK 0001685063 · Chief Claims Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,088

Underlying: Common Stock · 5,088 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.

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, becoming vested on each of April 1, 2019 and April 1, 2020, as applicable. The remainder of the performance units will become vested on April 1, 2021.

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
September 18, 2018 Filed Oct 9, 2018 16:21 UTC
St John ScottChief Claims Officer
GrantRestricted Stock Units · Derivative 2,544 $0.00 $0.00
Disclosure

SEC source: 0001401521-18-000093 · wf-form4_153911646260508.xml · derivative · entry 2

St John Scott · CIK 0001685063 · Chief Claims Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,544

Underlying: Common Stock · 2,544 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 restricted stock units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming vested on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the restricted stock units will become vested on September 18, 2021.

F2 · derivative.expiration_date: The restricted stock units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming vested on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the restricted stock units will become vested on September 18, 2021.

Read SEC document
September 18, 2018 Filed Oct 9, 2018 20:20 UTC
FORNEY JOHNDirector · President & CEO
GrantNonqualified Stock Options · Derivative 14,677 $0.00 Strike: $20.44 $0.00
Disclosure

SEC source: 0001401521-18-000091 · wf-form4_153911638728260.xml · derivative · entry 4

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,677

Underlying: Common Stock · 14,677 shares

Expires 2028-09-18

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 on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the nonqualified award will become exercisable on September 18, 2021.

Read SEC document
September 18, 2018 Filed Oct 9, 2018 20:20 UTC
FORNEY JOHNDirector · President & CEO
GrantPerformance Stock Units · Derivative 29,354 $0.00 $0.00
Disclosure

SEC source: 0001401521-18-000091 · wf-form4_153911638728260.xml · derivative · entry 3

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,354

Underlying: Common Stock · 29,354 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.

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, becoming vested on each of April 1, 2019 and April 1, 2020, as applicable. The remainder of the performance units will become vested on April 1, 2021.

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
September 18, 2018 Filed Oct 9, 2018 20:20 UTC
FORNEY JOHNDirector · President & CEO
GrantRestricted Stock Units · Derivative 14,677 $0.00 $0.00
Disclosure

SEC source: 0001401521-18-000091 · wf-form4_153911638728260.xml · derivative · entry 2

FORNEY JOHN · CIK 0001553266 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,677

Underlying: Common Stock · 14,677 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 restricted stock units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming vested on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the restricted stock units will become vested on September 18, 2021.

F2 · derivative.expiration_date: The restricted stock units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming vested on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the restricted stock units will become vested on September 18, 2021.

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September 18, 2018 Filed Oct 9, 2018 20:22 UTC
Menon DeepakChief Revenue Officer
GrantNonqualified Stock Options · Derivative 3,975 $0.00 Strike: $20.44 $0.00
Disclosure

SEC source: 0001401521-18-000095 · wf-form4_153911654012099.xml · derivative · entry 4

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,975

Underlying: Common Stock · 3,975 shares

Expires 2028-09-18

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 on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the nonqualified award will become exercisable on September 18, 2021.

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September 18, 2018 Filed Oct 9, 2018 20:22 UTC
Menon DeepakChief Revenue Officer
GrantPerformance Stock Units · Derivative 7,950 $0.00 $0.00
Disclosure

SEC source: 0001401521-18-000095 · wf-form4_153911654012099.xml · derivative · entry 3

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,950

Underlying: Common Stock · 7,950 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.

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, becoming vested on each of April 1, 2019 and April 1, 2020, as applicable. The remainder of the performance units will become vested on April 1, 2021.

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.

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September 18, 2018 Filed Oct 9, 2018 20:22 UTC
Menon DeepakChief Revenue Officer
GrantRestricted Stock Units · Derivative 3,975 $0.00 $0.00
Disclosure

SEC source: 0001401521-18-000095 · wf-form4_153911654012099.xml · derivative · entry 2

Menon Deepak · CIK 0001582930 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,975

Underlying: Common Stock · 3,975 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 restricted stock units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming vested on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the restricted stock units will become vested on September 18, 2021.

F2 · derivative.expiration_date: The restricted stock units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming vested on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the restricted stock units will become vested on September 18, 2021.

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September 18, 2018 Filed Oct 9, 2018 20:18 UTC
MARTZ BRADChief Financial Officer
GrantNonqualified Stock Options · Derivative 5,088 $0.00 Strike: $20.44 $0.00
Disclosure

SEC source: 0001401521-18-000089 · wf-form4_153911630132972.xml · derivative · entry 4

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,088

Underlying: Common Stock · 5,088 shares

Expires 2028-09-18

F5 · derivative.exercise_date: Exercise of the nonqualifed award is subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming exercisable on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the nonqualified award will become exercisable on September 18, 2021.

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September 18, 2018 Filed Oct 9, 2018 20:18 UTC
MARTZ BRADChief Financial Officer
GrantPerformance Stock Units · Derivative 10,176 $0.00 $0.00
Disclosure

SEC source: 0001401521-18-000089 · wf-form4_153911630132972.xml · derivative · entry 3

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,176

Underlying: Common Stock · 10,176 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.

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, becoming vested on each of April 1, 2019 and April 1, 2020, as applicable. The remainder of the performance units will become vested on April 1, 2021.

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
September 18, 2018 Filed Oct 9, 2018 20:18 UTC
MARTZ BRADChief Financial Officer
GrantRestricted Stock Units · Derivative 5,088 $0.00 $0.00
Disclosure

SEC source: 0001401521-18-000089 · wf-form4_153911630132972.xml · derivative · entry 2

MARTZ BRAD · CIK 0001557785 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,088

Underlying: Common Stock · 5,088 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 restricted stock units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming vested on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the restricted stock units will become vested on September 18, 2021.

F2 · derivative.expiration_date: The restricted stock units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming vested on each of September 18, 2019 and September 18, 2020, as applicable. The remainder of the restricted stock units will become vested on September 18, 2021.

Read SEC document
August 20, 2018 Filed Aug 28, 2019 20:11 UTC PurchaseCommon Stock 145.476 $21.19 $3,082.64
Disclosure

SEC source: 0001401521-19-000167 · wf-form4_156702310294803.xml · nonDerivative · entry 4

Hogan Michael · CIK 0001410608 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,294.193

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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May 29, 2018 Filed Aug 28, 2019 20:11 UTC PurchaseCommon Stock 147.787 $20.79 $3,072.49
Disclosure

SEC source: 0001401521-19-000167 · wf-form4_156702310294803.xml · nonDerivative · entry 3

Hogan Michael · CIK 0001410608 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,148.717

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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May 15, 2018 Filed May 16, 2018 20:21 UTC PurchaseCommon Stock 2,249 $20.55 $46,216.95
Disclosure

SEC source: 0001401521-18-000079 · wf-form4_152650200794229.xml · nonDerivative · entry 2

Hogan Michael · CIK 0001410608 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,688

Read SEC document
May 15, 2018 Filed May 16, 2018 20:21 UTC PurchaseCommon Stock 251 $20.47 $5,137.97
Disclosure

SEC source: 0001401521-18-000079 · wf-form4_152650200794229.xml · nonDerivative · entry 1

Hogan Michael · CIK 0001410608 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,439

Read SEC document
May 08, 2018 Filed May 10, 2018 20:10 UTC
Peed DanielDirector · 10% owner
GrantCommon Stock 3,750 $19.72 $73,950.00
Disclosure

SEC source: 0001401521-18-000058 · wf-form4_152598301632553.xml · nonDerivative · entry 1

Peed Daniel · CIK 0001702668 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,078,536

Read SEC document
May 08, 2018 Filed May 10, 2018 20:13 UTC GrantCommon Stock 5,000 $19.72 $98,600.00
Disclosure

SEC source: 0001401521-18-000062 · wf-form4_152598319911766.xml · nonDerivative · entry 1

Whittemore Kent G · CIK 0001446342 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 262,227

F1 · ownership.direct: Shares held jointly with reporting person's spouse.

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.