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Nasdaq · USD

AFRM

Affirm Holdings, Inc.

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1572
SEC CIK
0001820953
Parsed reports
491

Last 12 months

Inside the activity.

0 purchase rows · 19 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202603
Feb 202600
Mar 202600
Apr 202601
May 202601
Jun 202601
Jul 202600
Aug 202602
Sep 202609
Oct 202601

Latest available

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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
November 11, 2024 Filed Nov 13, 2024 23:05 UTC
O'Hare RobertChief Financial Officer
Exercise / conversionClass A Common Stock 33,967 $23.35 $793,129.45
Disclosure

SEC source: 0001628280-24-047699 · wk-form4_1731539097.xml · nonDerivative · entry 4

O'Hare Robert · CIK 0001633877 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 100,938

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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024.

Read SEC document
November 11, 2024 Filed Nov 13, 2024 23:05 UTC
O'Hare RobertChief Financial Officer
Exercise / conversionClass A Common Stock 12,797 $22.30 $285,373.10
Disclosure

SEC source: 0001628280-24-047699 · wk-form4_1731539097.xml · nonDerivative · entry 3

O'Hare Robert · CIK 0001633877 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 66,971

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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024.

Read SEC document
November 11, 2024 Filed Nov 13, 2024 23:05 UTC
O'Hare RobertChief Financial Officer
Exercise / conversionClass A Common Stock 28,367 $17.19 $487,628.73
Disclosure

SEC source: 0001628280-24-047699 · wk-form4_1731539097.xml · nonDerivative · entry 2

O'Hare Robert · CIK 0001633877 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 54,174

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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024.

Read SEC document
November 11, 2024 Filed Nov 13, 2024 23:05 UTC
O'Hare RobertChief Financial Officer
Exercise / conversionClass A Common Stock 25,807 $23.33 $602,077.31
Disclosure

SEC source: 0001628280-24-047699 · wk-form4_1731539097.xml · nonDerivative · entry 1

O'Hare Robert · CIK 0001633877 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 25,807

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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024.

Read SEC document
November 11, 2024 Filed Nov 13, 2024 23:05 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 40,000 $0.00 Strike: $22.30 $0.00
Disclosure

SEC source: 0001628280-24-047700 · wk-form4_1731539108.xml · derivative · entry 5

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 82,850

Underlying: Class A Common Stock · 40,000 shares

Expires 2032-09-16

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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

F4 · derivative.exercise_date: The stock options vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date.

Read SEC document
November 11, 2024 Filed Nov 13, 2024 23:05 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 160,000 $0.00 Strike: $23.33 $0.00
Disclosure

SEC source: 0001628280-24-047700 · wk-form4_1731539108.xml · derivative · entry 4

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 67,085

Underlying: Class A Common Stock · 160,000 shares

Expires 2032-06-08

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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

F3 · derivative.exercise_date: The stock options vested in 24 equal monthly installments beginning August 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date.

Read SEC document
November 11, 2024 Filed Nov 13, 2024 23:05 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 200,000 $55.05 $11,010,600.00
Disclosure

SEC source: 0001628280-24-047700 · wk-form4_1731539108.xml · nonDerivative · entry 3

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 93,545

F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

F2 · price: Represents the weighted average sale price of the shares sold from $55.00 to $55.23 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 11, 2024 Filed Nov 13, 2024 23:05 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionClass A Common Stock 40,000 $22.30 $892,000.00
Disclosure

SEC source: 0001628280-24-047700 · wk-form4_1731539108.xml · nonDerivative · entry 2

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 293,545

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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

Read SEC document
November 11, 2024 Filed Nov 13, 2024 23:05 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionClass A Common Stock 160,000 $23.33 $3,732,800.00
Disclosure

SEC source: 0001628280-24-047700 · wk-form4_1731539108.xml · nonDerivative · entry 1

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 253,545

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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 22:59 UTC
Linford MichaelChief Operating Officer & CFO
Exercise / conversionRestricted Stock Units · Derivative 2,335 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-045394 · wk-form4_1730847590.xml · derivative · entry 3

Linford Michael · CIK 0001715913 · Chief Operating Officer & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,384

Underlying: Class A Common Stock · 2,335 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 Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F3 · derivative.expiration_date: The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 22:59 UTC
Linford MichaelChief Operating Officer & CFO
Tax withholdingClass A Common Stock 1,012 $43.22 $43,738.64
Disclosure

SEC source: 0001628280-24-045394 · wk-form4_1730847590.xml · nonDerivative · entry 2

Linford Michael · CIK 0001715913 · Chief Operating Officer & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 131,935

F1 · shares: Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units that vested on November 1, 2024.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 22:59 UTC
Linford MichaelChief Operating Officer & CFO
Exercise / conversionClass A Common Stock 2,335 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-045394 · wk-form4_1730847590.xml · nonDerivative · entry 1

Linford Michael · CIK 0001715913 · Chief Operating Officer & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,947

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
November 01, 2024 Filed Nov 5, 2024 23:00 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 1,402 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-045396 · wk-form4_1730847616.xml · derivative · entry 5

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,830

Underlying: Class A Common Stock · 1,402 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 Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F5 · derivative.exercise_date: The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F5 · derivative.expiration_date: The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 23:00 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 305 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-045396 · wk-form4_1730847616.xml · derivative · entry 4

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,269

Underlying: Class A Common Stock · 305 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 Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F4 · derivative.exercise_date: The RSUs vest in 48 equal monthly installments beginning February 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F4 · derivative.expiration_date: The RSUs vest in 48 equal monthly installments beginning February 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 23:00 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 166 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-045396 · wk-form4_1730847616.xml · derivative · entry 3

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,159

Underlying: Class A Common Stock · 166 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 Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The RSUs vest in 48 equal monthly installments after June 1, 2021, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F3 · derivative.expiration_date: The RSUs vest in 48 equal monthly installments after June 1, 2021, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 23:00 UTC
Adkins KatherineChief Legal Officer
Tax withholdingClass A Common Stock 850 $43.22 $36,737.00
Disclosure

SEC source: 0001628280-24-045396 · wk-form4_1730847616.xml · nonDerivative · entry 2

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,545

F1 · shares: Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units that vested on November 1, 2024.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 23:00 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionClass A Common Stock 1,873 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-045396 · wk-form4_1730847616.xml · nonDerivative · entry 1

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,395

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
November 01, 2024 Filed Nov 5, 2024 23:00 UTC
Michalek LiborDirector · President
Exercise / conversionRestricted Stock Units · Derivative 2,335 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-045395 · wk-form4_1730847601.xml · derivative · entry 4

Michalek Libor · CIK 0001832810 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,384

Underlying: Class A Common Stock · 2,335 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.

F3 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F4 · derivative.exercise_date: The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F4 · derivative.expiration_date: The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 23:00 UTC
Michalek LiborDirector · President
Tax withholdingClass A Common Stock 1,184 $43.22 $51,172.48
Disclosure

SEC source: 0001628280-24-045395 · wk-form4_1730847601.xml · nonDerivative · entry 2

Michalek Libor · CIK 0001832810 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 159,449

F1 · shares: Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units that vested on November 1, 2024.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 23:00 UTC
Michalek LiborDirector · President
Exercise / conversionClass A Common Stock 2,335 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-045395 · wk-form4_1730847601.xml · nonDerivative · entry 1

Michalek Libor · CIK 0001832810 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 160,633

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
October 01, 2024 Filed Oct 3, 2024 22:03 UTC
Linford MichaelChief Operating Officer & CFO
Exercise / conversionRestricted Stock Units · Derivative 6,612 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042218 · wk-form4_1727992993.xml · derivative · entry 4

Linford Michael · CIK 0001715913 · Chief Operating Officer & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,837

Underlying: Class A Common Stock · 6,612 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 Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F4 · derivative.exercise_date: RSU grant vests over four and one-half years, commencing as of January 1, 2021, the vesting commencement date. The first 5% of the shares vest on the six-month anniversary of the vesting commencement date, and the remainder of the shares vest in quarterly installments over the remaining four years, in annual aggregate amounts equal to 15%, 20%, 30% and 30%, respectively, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

F4 · derivative.expiration_date: RSU grant vests over four and one-half years, commencing as of January 1, 2021, the vesting commencement date. The first 5% of the shares vest on the six-month anniversary of the vesting commencement date, and the remainder of the shares vest in quarterly installments over the remaining four years, in annual aggregate amounts equal to 15%, 20%, 30% and 30%, respectively, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 22:03 UTC
Linford MichaelChief Operating Officer & CFO
Exercise / conversionRestricted Stock Units · Derivative 2,336 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042218 · wk-form4_1727992993.xml · derivative · entry 3

Linford Michael · CIK 0001715913 · Chief Operating Officer & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,719

Underlying: Class A Common Stock · 2,336 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 Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F3 · derivative.expiration_date: The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 22:03 UTC
Linford MichaelChief Operating Officer & CFO
Tax withholdingClass A Common Stock 3,900 $38.48 $150,072.00
Disclosure

SEC source: 0001628280-24-042218 · wk-form4_1727992993.xml · nonDerivative · entry 2

Linford Michael · CIK 0001715913 · Chief Operating Officer & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,612

F1 · shares: Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units that vested on October 1, 2024.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 22:03 UTC
Linford MichaelChief Operating Officer & CFO
Exercise / conversionClass A Common Stock 8,948 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042218 · wk-form4_1727992993.xml · nonDerivative · entry 1

Linford Michael · CIK 0001715913 · Chief Operating Officer & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,512

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
October 01, 2024 Filed Oct 3, 2024 22:03 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 1,401 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042221 · wk-form4_1727993024.xml · derivative · entry 5

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,232

Underlying: Class A Common Stock · 1,401 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 Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F5 · derivative.exercise_date: The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F5 · derivative.expiration_date: The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 22:03 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 305 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042221 · wk-form4_1727993024.xml · derivative · entry 4

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,574

Underlying: Class A Common Stock · 305 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 Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F4 · derivative.exercise_date: The RSUs vest in 48 equal monthly installments beginning February 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F4 · derivative.expiration_date: The RSUs vest in 48 equal monthly installments beginning February 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 22:03 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 165 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042221 · wk-form4_1727993024.xml · derivative · entry 3

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,325

Underlying: Class A Common Stock · 165 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 Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The RSUs vest in 48 equal monthly installments after June 1, 2021, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F3 · derivative.expiration_date: The RSUs vest in 48 equal monthly installments after June 1, 2021, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 22:03 UTC
Adkins KatherineChief Legal Officer
Tax withholdingClass A Common Stock 848 $38.48 $32,631.04
Disclosure

SEC source: 0001628280-24-042221 · wk-form4_1727993024.xml · nonDerivative · entry 2

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,522

F1 · shares: Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units that vested on October 1, 2024.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 22:03 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionClass A Common Stock 1,871 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042221 · wk-form4_1727993024.xml · nonDerivative · entry 1

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,370

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
October 01, 2024 Filed Oct 3, 2024 22:03 UTC
Michalek LiborDirector · President
Exercise / conversionRestricted Stock Units · Derivative 8,449 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042219 · wk-form4_1727993004.xml · derivative · entry 5

Michalek Libor · CIK 0001832810 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,347

Underlying: Class A Common Stock · 8,449 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.

F3 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F5 · derivative.exercise_date: Restricted stock unit grant vests over four and one-half years, commencing as of January 1, 2021, the vesting commencement date. The first 5% of the shares vest on the six-month anniversary of the vesting commencement date, and the remainder of the shares vest in quarterly installments over the remaining four years, in annual aggregate amounts equal to 15%, 20%, 30% and 30%, respectively, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

F5 · derivative.expiration_date: Restricted stock unit grant vests over four and one-half years, commencing as of January 1, 2021, the vesting commencement date. The first 5% of the shares vest on the six-month anniversary of the vesting commencement date, and the remainder of the shares vest in quarterly installments over the remaining four years, in annual aggregate amounts equal to 15%, 20%, 30% and 30%, respectively, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

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October 01, 2024 Filed Oct 3, 2024 22:03 UTC
Michalek LiborDirector · President
Exercise / conversionRestricted Stock Units · Derivative 2,336 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042219 · wk-form4_1727993004.xml · derivative · entry 4

Michalek Libor · CIK 0001832810 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,719

Underlying: Class A Common Stock · 2,336 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.

F3 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F4 · derivative.exercise_date: The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F4 · derivative.expiration_date: The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 22:03 UTC
Michalek LiborDirector · President
Tax withholdingClass A Common Stock 5,466 $38.48 $210,331.68
Disclosure

SEC source: 0001628280-24-042219 · wk-form4_1727993004.xml · nonDerivative · entry 2

Michalek Libor · CIK 0001832810 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 158,298

F1 · shares: Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units that vested on October 1, 2024.

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October 01, 2024 Filed Oct 3, 2024 22:03 UTC
Michalek LiborDirector · President
Exercise / conversionClass A Common Stock 10,785 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042219 · wk-form4_1727993004.xml · nonDerivative · entry 1

Michalek Libor · CIK 0001832810 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 163,764

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
September 18, 2024 Filed Sep 19, 2024 01:32 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 51,746 $0.00 Strike: $8.80 $0.00
Disclosure

SEC source: 0001628280-24-040854 · wk-form4_1726709555.xml · derivative · entry 11

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,000

Underlying: Class A Common Stock · 51,746 shares

Expires 2029-10-14

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 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

F7 · derivative.exercise_date: The stock options vested as to 25% of the underlying shares on September 14, 2020, and the remainder vested in 36 equal monthly installments thereafter, subject to the Reporting Person's continuous service with the Issuer as of each vesting date.

Read SEC document
September 18, 2024 Filed Sep 19, 2024 01:32 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 82,316 $45.00 $3,704,228.23
Disclosure

SEC source: 0001628280-24-040854 · wk-form4_1726709555.xml · nonDerivative · entry 6

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 91,499

F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

F3 · price: Represents the weighted average sale price of the shares sold from $45.00 to $45.01 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 18, 2024 Filed Sep 19, 2024 01:32 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionClass A Common Stock 51,746 $8.80 $455,364.80
Disclosure

SEC source: 0001628280-24-040854 · wk-form4_1726709555.xml · nonDerivative · entry 5

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 173,815

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 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 01:32 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 46,600 $0.00 Strike: $8.80 $0.00
Disclosure

SEC source: 0001628280-24-040854 · wk-form4_1726709555.xml · derivative · entry 10

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 79,746

Underlying: Class A Common Stock · 46,600 shares

Expires 2029-10-14

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 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

F7 · derivative.exercise_date: The stock options vested as to 25% of the underlying shares on September 14, 2020, and the remainder vested in 36 equal monthly installments thereafter, subject to the Reporting Person's continuous service with the Issuer as of each vesting date.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 01:32 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 46,600 $45.00 $2,097,060.58
Disclosure

SEC source: 0001628280-24-040854 · wk-form4_1726709555.xml · nonDerivative · entry 4

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 122,069

F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

F2 · price: Represents the weighted average sale price of the shares sold from $45.00 to $45.03 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 01:32 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionClass A Common Stock 46,600 $8.80 $410,080.00
Disclosure

SEC source: 0001628280-24-040854 · wk-form4_1726709555.xml · nonDerivative · entry 3

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 168,669

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 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

Read SEC document
September 16, 2024 Filed Sep 19, 2024 01:32 UTC
Linford MichaelChief Operating Officer & CFO
GrantStock Option (Right to Buy) · Derivative 127,877 $0.00 Strike: $44.06 $0.00
Disclosure

SEC source: 0001628280-24-040855 · wk-form4_1726709565.xml · derivative · entry 3

Linford Michael · CIK 0001715913 · Chief Operating Officer & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 127,877

Underlying: Class A Common Stock · 127,877 shares

Expires 2034-09-16

F3 · derivative.exercise_date: The stock options vest as to 25% of the underlying shares on September 1, 2025 and the remainder vest in 36 equal monthly installments over the subsequent three years subject to the Reporting Person's continuous service with the Issuer as of each vesting date.

Read SEC document
September 16, 2024 Filed Sep 19, 2024 01:32 UTC
Linford MichaelChief Operating Officer & CFO
GrantRestricted Stock Units · Derivative 90,785 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-040855 · wk-form4_1726709565.xml · derivative · entry 2

Linford Michael · CIK 0001715913 · Chief Operating Officer & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,785

Underlying: Class A Common Stock · 90,785 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: The RSUs vest as to 25% of the shares on September 1, 2025 and the remainder vest in 12 equal quarterly installments over the subsequent three years, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F2 · derivative.expiration_date: The RSUs vest as to 25% of the shares on September 1, 2025 and the remainder vest in 12 equal quarterly installments over the subsequent three years, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
September 16, 2024 Filed Sep 19, 2024 01:33 UTC
Michalek LiborDirector · President
GrantStock Option (Right to Buy) · Derivative 119,884 $0.00 Strike: $44.06 $0.00
Disclosure

SEC source: 0001628280-24-040856 · wk-form4_1726709575.xml · derivative · entry 4

Michalek Libor · CIK 0001832810 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,884

Underlying: Class A Common Stock · 119,884 shares

Expires 2034-09-16

F4 · derivative.exercise_date: The stock options vest as to 25% of the underlying shares on September 1, 2025 and the remainder vest in 36 equal monthly installments over the subsequent three years subject to the Reporting Person's continuous service with the Issuer as of each vesting date.

Read SEC document
September 16, 2024 Filed Sep 19, 2024 01:33 UTC
Michalek LiborDirector · President
GrantRestricted Stock Units · Derivative 85,111 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-040856 · wk-form4_1726709575.xml · derivative · entry 3

Michalek Libor · CIK 0001832810 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,111

Underlying: Class A Common Stock · 85,111 shares

Expires not disclosed

F2 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The RSUs vest as to 25% of the shares on September 1, 2025 and the remainder vest in 12 equal quarterly installments over the subsequent three years, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F3 · derivative.expiration_date: The RSUs vest as to 25% of the shares on September 1, 2025 and the remainder vest in 12 equal quarterly installments over the subsequent three years, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
September 16, 2024 Filed Sep 19, 2024 01:32 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 1,654 $0.00 Strike: $8.80 $0.00
Disclosure

SEC source: 0001628280-24-040854 · wk-form4_1726709555.xml · derivative · entry 9

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 126,346

Underlying: Class A Common Stock · 1,654 shares

Expires 2029-10-14

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 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

F7 · derivative.exercise_date: The stock options vested as to 25% of the underlying shares on September 14, 2020, and the remainder vested in 36 equal monthly installments thereafter, subject to the Reporting Person's continuous service with the Issuer as of each vesting date.

Read SEC document
September 16, 2024 Filed Sep 19, 2024 01:32 UTC
Adkins KatherineChief Legal Officer
GrantStock Option (Right to Buy) · Derivative 55,946 $0.00 Strike: $44.06 $0.00
Disclosure

SEC source: 0001628280-24-040854 · wk-form4_1726709555.xml · derivative · entry 8

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 55,946

Underlying: Class A Common Stock · 55,946 shares

Expires 2034-09-16

F6 · derivative.exercise_date: The stock options vest as to 25% of the underlying shares on September 1, 2025 and the remainder vest in 36 equal monthly installments over the subsequent three years subject to the Reporting Person's continuous service with the Issuer as of each vesting date.

Read SEC document
September 16, 2024 Filed Sep 19, 2024 01:32 UTC
Adkins KatherineChief Legal Officer
GrantRestricted Stock Units · Derivative 39,718 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-040854 · wk-form4_1726709555.xml · derivative · entry 7

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 39,718

Underlying: Class A Common Stock · 39,718 shares

Expires not disclosed

F4 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F5 · derivative.exercise_date: The RSUs vest as to 25% of the shares on September 1, 2025 and the remainder vest in 12 equal quarterly installments over the subsequent three years, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F5 · derivative.expiration_date: The RSUs vest as to 25% of the shares on September 1, 2025 and the remainder vest in 12 equal quarterly installments over the subsequent three years, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
September 16, 2024 Filed Sep 19, 2024 01:32 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 6,084 $45.00 $273,780.00
Disclosure

SEC source: 0001628280-24-040854 · wk-form4_1726709555.xml · nonDerivative · entry 2

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 122,069

F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

Read SEC document
September 16, 2024 Filed Sep 19, 2024 01:32 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionClass A Common Stock 1,654 $8.80 $14,555.20
Disclosure

SEC source: 0001628280-24-040854 · wk-form4_1726709555.xml · nonDerivative · entry 1

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 128,153

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 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2024.

Read SEC document
September 13, 2024 Filed Sep 16, 2024 22:03 UTC SaleClass A Common Stock 2,500 $42.44 $106,100.00
Disclosure

SEC source: 0001628280-24-040554 · wk-form4_1726524179.xml · nonDerivative · entry 1

Watson Noel Bertram · CIK 0001669081 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 40,982

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2024.

Read SEC document
September 12, 2024 Filed Sep 13, 2024 22:00 UTC SaleClass A Common Stock 14,400 $40.02 $576,288.00
Disclosure

SEC source: 0001628280-24-040380 · wk-form4_1726264818.xml · nonDerivative · entry 1

Quarles Christa S · CIK 0001677329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,903

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.