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 07, 2025 Filed May 9, 2025 20:05 UTC
Adler BrookeSecretary
GrantNonqualified Stock Options · Derivative 10,492 $0.00 Strike: $11.63 $0.00
Disclosure

SEC source: 0001401521-25-000083 · wk-form4_1746821110.xml · derivative · entry 3

Adler Brooke · CIK 0001857512 · Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,492

Underlying: Common Stock · 10,492 shares

Expires 2035-05-07

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
May 07, 2025 Filed May 9, 2025 20:05 UTC
Adler BrookeSecretary
GrantPerformance Stock Units · Derivative 15,800 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000083 · wk-form4_1746821110.xml · derivative · entry 2

Adler Brooke · CIK 0001857512 · Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,975

Underlying: Common Stock · 15,800 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.

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
May 07, 2025 Filed May 9, 2025 20:05 UTC
Adler BrookeSecretary
GrantRestricted Stock Units · Derivative 7,900 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000083 · wk-form4_1746821110.xml · derivative · entry 1

Adler Brooke · CIK 0001857512 · Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,073

Underlying: Common Stock · 7,900 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, vesting in each period.

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, vesting in each period.

Read SEC document
May 07, 2025 Filed May 9, 2025 20:04 UTC
MARTZ BRADPresident & CEO
GrantNonqualified Stock Options · Derivative 29,976 $0.00 Strike: $11.63 $0.00
Disclosure

SEC source: 0001401521-25-000079 · wk-form4_1746821055.xml · derivative · entry 3

MARTZ BRAD · CIK 0001557785 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,976

Underlying: Common Stock · 29,976 shares

Expires 2035-05-07

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
May 07, 2025 Filed May 9, 2025 20:04 UTC
MARTZ BRADPresident & CEO
GrantPerformance Stock Units · Derivative 45,142 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000079 · wk-form4_1746821055.xml · derivative · entry 2

MARTZ BRAD · CIK 0001557785 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,066

Underlying: Common Stock · 45,142 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, 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
May 07, 2025 Filed May 9, 2025 20:04 UTC
MARTZ BRADPresident & CEO
GrantRestricted Stock Units · Derivative 22,571 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000079 · wk-form4_1746821055.xml · derivative · entry 1

MARTZ BRAD · CIK 0001557785 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,338

Underlying: Common Stock · 22,571 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, vesting in each period.

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, vesting in each period.

Read SEC document
May 04, 2025 Filed May 6, 2025 20:27 UTC
Adler BrookeSecretary
Exercise / conversionDividend Equivalent Units · Derivative 447 $11.85 $5,296.95
Disclosure

SEC source: 0001401521-25-000069 · wk-form4_1746563223.xml · derivative · entry 6

Adler Brooke · CIK 0001857512 · Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,609

Underlying: Common Stock · 447 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.

F6 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

F6 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

Read SEC document
May 04, 2025 Filed May 6, 2025 20:27 UTC
Adler BrookeSecretary
Exercise / conversionDividend Equivalent Units · Derivative 224 $11.85 $2,654.40
Disclosure

SEC source: 0001401521-25-000069 · wk-form4_1746563223.xml · derivative · entry 5

Adler Brooke · CIK 0001857512 · Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 977

Underlying: Common Stock · 224 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.

F5 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

F5 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

Read SEC document
May 04, 2025 Filed May 6, 2025 20:27 UTC
Adler BrookeSecretary
Exercise / conversionRestricted Stock Units · Derivative 5,293 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000069 · wk-form4_1746563223.xml · derivative · entry 4

Adler Brooke · CIK 0001857512 · Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,173

Underlying: Common Stock · 5,293 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.

F4 · 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, vesting in each period.

F4 · 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, vesting in each period.

Read SEC document
May 04, 2025 Filed May 6, 2025 20:27 UTC
Adler BrookeSecretary
Exercise / conversionPerformance Stock Units · Derivative 10,585 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000069 · wk-form4_1746563223.xml · derivative · entry 3

Adler Brooke · CIK 0001857512 · Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,175

Underlying: Common Stock · 10,585 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
May 04, 2025 Filed May 6, 2025 20:27 UTC
Adler BrookeSecretary
Tax withholdingCommon Stock 6,741 $11.69 $78,802.29
Disclosure

SEC source: 0001401521-25-000069 · wk-form4_1746563223.xml · nonDerivative · entry 2

Adler Brooke · CIK 0001857512 · Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,656

Read SEC document
May 04, 2025 Filed May 6, 2025 20:27 UTC
Adler BrookeSecretary
Exercise / conversionCommon Stock 22,065 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000069 · wk-form4_1746563223.xml · nonDerivative · entry 1

Adler Brooke · CIK 0001857512 · Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,397

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
May 04, 2025 Filed May 6, 2025 20:07 UTC
Griffith ChristopherChief Operating Officer
Exercise / conversionDividend Equivalent Units · Derivative 590 $11.85 $6,991.50
Disclosure

SEC source: 0001401521-25-000067 · wk-form4_1746562039.xml · derivative · entry 5

Griffith Christopher · CIK 0001777165 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,041

Underlying: Common Stock · 590 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.

F6 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

F6 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

Read SEC document
May 04, 2025 Filed May 6, 2025 20:07 UTC
Griffith ChristopherChief Operating Officer
Exercise / conversionDividend Equivalent Units · Derivative 295 $11.85 $3,495.75
Disclosure

SEC source: 0001401521-25-000067 · wk-form4_1746562039.xml · derivative · entry 4

Griffith Christopher · CIK 0001777165 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,248

Underlying: Common Stock · 295 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.

F5 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

F5 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

Read SEC document
May 04, 2025 Filed May 6, 2025 20:07 UTC
Griffith ChristopherChief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 6,986 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000067 · wk-form4_1746562039.xml · derivative · entry 3

Griffith Christopher · CIK 0001777165 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,591

Underlying: Common Stock · 6,986 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.

F4 · 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, vesting in each period.

F4 · 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, vesting in each period.

Read SEC document
May 04, 2025 Filed May 6, 2025 20:07 UTC
Griffith ChristopherChief Operating Officer
Exercise / conversionPerformance Stock Units · Derivative 13,972 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000067 · wk-form4_1746562039.xml · derivative · entry 2

Griffith Christopher · CIK 0001777165 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,399

Underlying: Common Stock · 13,972 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
May 04, 2025 Filed May 6, 2025 20:07 UTC
Griffith ChristopherChief Operating Officer
Exercise / conversionCommon Stock 29,124 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000067 · wk-form4_1746562039.xml · nonDerivative · entry 1

Griffith Christopher · CIK 0001777165 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 163,086

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
May 04, 2025 Filed May 6, 2025 20:06 UTC
MARTZ BRADPresident
Exercise / conversionDividend Equivalent Units · Derivative 1,072 $11.85 $12,703.20
Disclosure

SEC source: 0001401521-25-000065 · wk-form4_1746561967.xml · derivative · entry 6

MARTZ BRAD · CIK 0001557785 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,710

Underlying: Common Stock · 1,072 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.

F6 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

F6 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

Read SEC document
May 04, 2025 Filed May 6, 2025 20:06 UTC
MARTZ BRADPresident
Exercise / conversionDividend Equivalent Units · Derivative 536 $11.85 $6,351.60
Disclosure

SEC source: 0001401521-25-000065 · wk-form4_1746561967.xml · derivative · entry 5

MARTZ BRAD · CIK 0001557785 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,268

Underlying: Common Stock · 536 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.

F5 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

F5 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

Read SEC document
May 04, 2025 Filed May 6, 2025 20:06 UTC
MARTZ BRADPresident
Exercise / conversionPerformance Stock Units · Derivative 25,404 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000065 · wk-form4_1746561967.xml · derivative · entry 4

MARTZ BRAD · CIK 0001557785 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,924

Underlying: Common Stock · 25,404 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.

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
May 04, 2025 Filed May 6, 2025 20:06 UTC
MARTZ BRADPresident
Exercise / conversionRestricted Stock Units · Derivative 12,702 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000065 · wk-form4_1746561967.xml · derivative · entry 3

MARTZ BRAD · CIK 0001557785 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,767

Underlying: Common Stock · 12,702 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 restricted stock units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, vesting in each period.

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, vesting in each period.

Read SEC document
May 04, 2025 Filed May 6, 2025 20:06 UTC
MARTZ BRADPresident
Tax withholdingCommon Stock 25,708 $11.69 $300,526.52
Disclosure

SEC source: 0001401521-25-000065 · wk-form4_1746561967.xml · nonDerivative · entry 2

MARTZ BRAD · CIK 0001557785 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 318,631

Read SEC document
May 04, 2025 Filed May 6, 2025 20:06 UTC
MARTZ BRADPresident
Exercise / conversionCommon Stock 52,952 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000065 · wk-form4_1746561967.xml · nonDerivative · entry 1

MARTZ BRAD · CIK 0001557785 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 344,339

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, 2025 Filed Apr 7, 2025 20:05 UTC
Gray James AndyChief Compliance/Risk Officer
Exercise / conversionDividend Equivalent Units · Derivative 187 $11.85 $2,215.95
Disclosure

SEC source: 0001401521-25-000056 · wk-form4_1744056347.xml · derivative · entry 6

Gray James Andy · CIK 0002009815 · Chief Compliance/Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 372

Underlying: Common Stock · 187 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.

F7 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

F7 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:05 UTC
Gray James AndyChief Compliance/Risk Officer
Exercise / conversionDividend Equivalent Units · Derivative 94 $11.85 $1,113.90
Disclosure

SEC source: 0001401521-25-000056 · wk-form4_1744056347.xml · derivative · entry 5

Gray James Andy · CIK 0002009815 · Chief Compliance/Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186

Underlying: Common Stock · 94 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.

F6 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

F6 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

F5 · balance_after: 280 Dividend Equivalent Units previously reported as Restricted Stock Units, based on the underlying unit they related to. Reclassified as Dividend Equivalent Units to enhance visibility.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:05 UTC
Gray James AndyChief Compliance/Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 2,209 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000056 · wk-form4_1744056347.xml · derivative · entry 4

Gray James Andy · CIK 0002009815 · Chief Compliance/Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,421

Underlying: Common Stock · 2,209 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.

F4 · 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, vesting in each period.

F4 · 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, vesting in each period.

F5 · balance_after: 280 Dividend Equivalent Units previously reported as Restricted Stock Units, based on the underlying unit they related to. Reclassified as Dividend Equivalent Units to enhance visibility.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:05 UTC
Gray James AndyChief Compliance/Risk Officer
Exercise / conversionPerformance Stock Units · Derivative 4,419 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000056 · wk-form4_1744056347.xml · derivative · entry 3

Gray James Andy · CIK 0002009815 · Chief Compliance/Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,840

Underlying: Common Stock · 4,419 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, 2025 Filed Apr 7, 2025 20:05 UTC
Gray James AndyChief Compliance/Risk Officer
Tax withholdingCommon Stock 3,552 $11.08 $39,356.16
Disclosure

SEC source: 0001401521-25-000056 · wk-form4_1744056347.xml · nonDerivative · entry 2

Gray James Andy · CIK 0002009815 · Chief Compliance/Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,173

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:05 UTC
Gray James AndyChief Compliance/Risk Officer
Exercise / conversionCommon Stock 9,213 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000056 · wk-form4_1744056347.xml · nonDerivative · entry 1

Gray James Andy · CIK 0002009815 · Chief Compliance/Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,725

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, 2025 Filed Apr 7, 2025 20:05 UTC
Castle SvetlanaChief Financial Officer
Exercise / conversionDividend Equivalent Units · Derivative 187 $11.85 $2,215.95
Disclosure

SEC source: 0001401521-25-000055 · wk-form4_1744056335.xml · derivative · entry 6

Castle Svetlana · CIK 0002009629 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 372

Underlying: Common Stock · 187 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.

F7 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

F7 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:05 UTC
Castle SvetlanaChief Financial Officer
Exercise / conversionDividend Equivalent Units · Derivative 94 $11.85 $1,113.90
Disclosure

SEC source: 0001401521-25-000055 · wk-form4_1744056335.xml · derivative · entry 5

Castle Svetlana · CIK 0002009629 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186

Underlying: Common Stock · 94 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.

F6 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

F6 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

F5 · balance_after: 280 Dividend Equivalent Units previously reported as Restricted Stock Units, based on the underlying unit they related to. Reclassified as Dividend Equivalent Units to enhance visibility.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:05 UTC
Castle SvetlanaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 2,209 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000055 · wk-form4_1744056335.xml · derivative · entry 4

Castle Svetlana · CIK 0002009629 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,421

Underlying: Common Stock · 2,209 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.

F4 · 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, vesting in each period.

F4 · 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, vesting in each period.

F5 · balance_after: 280 Dividend Equivalent Units previously reported as Restricted Stock Units, based on the underlying unit they related to. Reclassified as Dividend Equivalent Units to enhance visibility.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:05 UTC
Castle SvetlanaChief Financial Officer
Exercise / conversionPerformance Stock Units · Derivative 4,419 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000055 · wk-form4_1744056335.xml · derivative · entry 3

Castle Svetlana · CIK 0002009629 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,840

Underlying: Common Stock · 4,419 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, 2025 Filed Apr 7, 2025 20:05 UTC
Castle SvetlanaChief Financial Officer
Tax withholdingCommon Stock 4,012 $11.08 $44,452.96
Disclosure

SEC source: 0001401521-25-000055 · wk-form4_1744056335.xml · nonDerivative · entry 2

Castle Svetlana · CIK 0002009629 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,201

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:05 UTC
Castle SvetlanaChief Financial Officer
Exercise / conversionCommon Stock 9,213 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000055 · wk-form4_1744056335.xml · nonDerivative · entry 1

Castle Svetlana · CIK 0002009629 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,213

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, 2025 Filed Apr 7, 2025 20:06 UTC
MARTZ BRADPresident
Exercise / conversionDividend Equivalent Units · Derivative 492 $11.85 $5,830.20
Disclosure

SEC source: 0001401521-25-000059 · wk-form4_1744056384.xml · derivative · entry 6

MARTZ BRAD · CIK 0001557785 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,782

Underlying: Common Stock · 492 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.

F8 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

F8 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:06 UTC
MARTZ BRADPresident
Exercise / conversionDividend Equivalent Units · Derivative 246 $11.85 $2,915.10
Disclosure

SEC source: 0001401521-25-000059 · wk-form4_1744056384.xml · derivative · entry 5

MARTZ BRAD · CIK 0001557785 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,804

Underlying: Common Stock · 246 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.

F7 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

F7 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

F6 · balance_after: 3,050 Dividend Equivalent Units previously reported as Restricted Stock Units, based on the underlying unit they related to. Reclassified as Dividend Equivalent Units to enhance visibility.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:06 UTC
MARTZ BRADPresident
Exercise / conversionRestricted Stock Units · Derivative 5,825 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000059 · wk-form4_1744056384.xml · derivative · entry 4

MARTZ BRAD · CIK 0001557785 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,469

Underlying: Common Stock · 5,825 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.

F5 · 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, vesting in each period.

F5 · 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, vesting in each period.

F6 · balance_after: 3,050 Dividend Equivalent Units previously reported as Restricted Stock Units, based on the underlying unit they related to. Reclassified as Dividend Equivalent Units to enhance visibility.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:06 UTC
MARTZ BRADPresident
Exercise / conversionPerformance Stock Units · Derivative 11,652 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000059 · wk-form4_1744056384.xml · derivative · entry 3

MARTZ BRAD · CIK 0001557785 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,328

Underlying: Common Stock · 11,652 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, 2025 Filed Apr 7, 2025 20:06 UTC
MARTZ BRADPresident
Tax withholdingCommon Stock 11,791 $11.08 $130,644.28
Disclosure

SEC source: 0001401521-25-000059 · wk-form4_1744056384.xml · nonDerivative · entry 2

MARTZ BRAD · CIK 0001557785 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 291,387

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

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:06 UTC
MARTZ BRADPresident
Exercise / conversionCommon Stock 24,287 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000059 · wk-form4_1744056384.xml · nonDerivative · entry 1

MARTZ BRAD · CIK 0001557785 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 303,178

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

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:06 UTC
Griffith ChristopherChief Operating Officer
Exercise / conversionDividend Equivalent Units · Derivative 272 $11.85 $3,223.20
Disclosure

SEC source: 0001401521-25-000057 · wk-form4_1744056360.xml · derivative · entry 6

Griffith Christopher · CIK 0001777165 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,631

Underlying: Common Stock · 272 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.

F7 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

F7 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:06 UTC
Griffith ChristopherChief Operating Officer
Exercise / conversionDividend Equivalent Units · Derivative 136 $11.85 $1,611.60
Disclosure

SEC source: 0001401521-25-000057 · wk-form4_1744056360.xml · derivative · entry 5

Griffith Christopher · CIK 0001777165 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,543

Underlying: Common Stock · 136 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.

F6 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

F6 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

F5 · balance_after: 1, 679 Dividend Equivalent Units previously reported as Restricted Stock Units, based on the underlying unit they related to. Reclassified as Dividend Equivalent Units to enhance visibility.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:06 UTC
Griffith ChristopherChief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 3,214 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000057 · wk-form4_1744056360.xml · derivative · entry 4

Griffith Christopher · CIK 0001777165 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,577

Underlying: Common Stock · 3,214 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.

F4 · 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, vesting in each period.

F4 · 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, vesting in each period.

F5 · balance_after: 1, 679 Dividend Equivalent Units previously reported as Restricted Stock Units, based on the underlying unit they related to. Reclassified as Dividend Equivalent Units to enhance visibility.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:06 UTC
Griffith ChristopherChief Operating Officer
Exercise / conversionPerformance Stock Units · Derivative 6,428 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000057 · wk-form4_1744056360.xml · derivative · entry 3

Griffith Christopher · CIK 0001777165 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,371

Underlying: Common Stock · 6,428 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, 2025 Filed Apr 7, 2025 20:06 UTC
Griffith ChristopherChief Operating Officer
Tax withholdingCommon Stock 4,094 $11.08 $45,361.52
Disclosure

SEC source: 0001401521-25-000057 · wk-form4_1744056360.xml · nonDerivative · entry 2

Griffith Christopher · CIK 0001777165 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,962

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:06 UTC
Griffith ChristopherChief Operating Officer
Exercise / conversionCommon Stock 13,400 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000057 · wk-form4_1744056360.xml · nonDerivative · entry 1

Griffith Christopher · CIK 0001777165 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,056

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, 2025 Filed Apr 7, 2025 20:06 UTC
Adler BrookeSecretary
Exercise / conversionDividend Equivalent Units · Derivative 238 $11.85 $2,820.30
Disclosure

SEC source: 0001401521-25-000058 · wk-form4_1744056371.xml · derivative · entry 6

Adler Brooke · CIK 0001857512 · Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,056

Underlying: Common Stock · 238 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.

F7 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

F7 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying performance stock units to which they relate.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:06 UTC
Adler BrookeSecretary
Exercise / conversionDividend Equivalent Units · Derivative 119 $11.85 $1,410.15
Disclosure

SEC source: 0001401521-25-000058 · wk-form4_1744056371.xml · derivative · entry 5

Adler Brooke · CIK 0001857512 · Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,201

Underlying: Common Stock · 119 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.

F6 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

F6 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.

F5 · balance_after: 1, 320 Dividend Equivalent Units previously reported as Restricted Stock Units, based on the underlying unit they related to. Reclassified as Dividend Equivalent Units to enhance visibility.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:06 UTC
Adler BrookeSecretary
Exercise / conversionRestricted Stock Units · Derivative 2,812 $0.00 $0.00
Disclosure

SEC source: 0001401521-25-000058 · wk-form4_1744056371.xml · derivative · entry 4

Adler Brooke · CIK 0001857512 · Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,466

Underlying: Common Stock · 2,812 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.

F4 · 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, vesting in each period.

F4 · 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, vesting in each period.

F5 · balance_after: 1, 320 Dividend Equivalent Units previously reported as Restricted Stock Units, based on the underlying unit they related to. Reclassified as Dividend Equivalent Units to enhance visibility.

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.