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Nasdaq · USD

AFRM

Affirm Holdings, Inc.

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Tapewire entity
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
August 01, 2022 Filed Aug 3, 2022 22:00 UTC
Jiyane SipheleleVice President, Controller
Tax withholdingClass A Common Stock 1,835 $27.17 $49,856.95
Disclosure

SEC source: 0001628280-22-020733 · wf-form4_165956400192238.xml · nonDerivative · entry 2

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,352

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 August 1, 2022.

Read SEC document
August 01, 2022 Filed Aug 3, 2022 22:00 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionClass A Common Stock 4,415 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-020733 · wf-form4_165956400192238.xml · nonDerivative · entry 1

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,187

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
July 01, 2022 Filed Jul 6, 2022 23:09 UTC
Liew JeremyDirector
GrantClass A Common Stock 2,617 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018665 · wf-form4_165714894380559.xml · nonDerivative · entry 1

Liew Jeremy · CIK 0001700539 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 124,749

F1 · shares: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs will vest in full on July 1, 2023.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 23:09 UTC GrantClass A Common Stock 2,617 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018667 · wf-form4_165714897951499.xml · nonDerivative · entry 1

WHITE JAMES D · CIK 0001280940 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,344

F1 · shares: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs will vest in full on July 1, 2023.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 23:10 UTC GrantClass A Common Stock 2,617 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018668 · wf-form4_165714900258559.xml · nonDerivative · entry 1

Reses Jacqueline D · CIK 0001699681 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,344

F1 · shares: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs will vest in full on July 1, 2023.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 23:09 UTC GrantClass A Common Stock 2,617 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018666 · wf-form4_165714896157439.xml · nonDerivative · entry 1

Quarles Christa S · CIK 0001677329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,110

F1 · shares: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs will vest in full on July 1, 2023.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Linford MichaelChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,306 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018659 · wf-form4_165714748368318.xml · derivative · entry 4

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,531

Underlying: Class A Common Stock · 3,306 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 (RSUs) 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
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Linford MichaelChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,334 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018659 · wf-form4_165714748368318.xml · derivative · entry 3

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class A Common Stock · 3,334 shares

Expires 2027-12-31

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 (RSUs) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in monthly installments for a period of twenty-four months beginning on January 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Linford MichaelChief Financial Officer
Tax withholdingClass A Common Stock 2,916 $17.19 $50,126.04
Disclosure

SEC source: 0001628280-22-018659 · wf-form4_165714748368318.xml · nonDerivative · entry 2

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,963

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 July 1, 2022.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Linford MichaelChief Financial Officer
Exercise / conversionClass A Common Stock 6,640 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018659 · wf-form4_165714748368318.xml · nonDerivative · entry 1

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,879

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
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Michalek LiborDirector · President, Tech., Risk & Ops
Exercise / conversionRestricted Stock Units · Derivative 4,224 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018656 · wf-form4_165714742396166.xml · derivative · entry 4

Michalek Libor · CIK 0001832810 · Director · President, Tech., Risk & Ops

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,123

Underlying: Class A Common Stock · 4,224 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.

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

F4 · 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.

F4 · 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.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Michalek LiborDirector · President, Tech., Risk & Ops
Tax withholdingClass A Common Stock 1,461 $17.19 $25,114.59
Disclosure

SEC source: 0001628280-22-018656 · wf-form4_165714742396166.xml · nonDerivative · entry 2

Michalek Libor · CIK 0001832810 · Director · President, Tech., Risk & Ops

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,953

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 July 1, 2022.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Michalek LiborDirector · President, Tech., Risk & Ops
Exercise / conversionClass A Common Stock 4,224 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018656 · wf-form4_165714742396166.xml · nonDerivative · entry 1

Michalek Libor · CIK 0001832810 · Director · President, Tech., Risk & Ops

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,414

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
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 305 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018658 · wf-form4_165714746568580.xml · derivative · entry 5

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,807

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.

F5 · 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.

F5 · 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
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 166 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018658 · wf-form4_165714746568580.xml · derivative · entry 4

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,794

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.

F4 · 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.

F4 · 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
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 2,325 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018658 · wf-form4_165714746568580.xml · derivative · entry 3

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,325

Underlying: Class A Common Stock · 2,325 shares

Expires 2027-10-26

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 24 equal monthly installments until August 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Adkins KatherineChief Legal Officer
Tax withholdingClass A Common Stock 848 $17.19 $14,577.12
Disclosure

SEC source: 0001628280-22-018658 · wf-form4_165714746568580.xml · nonDerivative · entry 2

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,351

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 July 1, 2022.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionClass A Common Stock 2,796 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018658 · wf-form4_165714746568580.xml · nonDerivative · entry 1

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,199

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
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 10,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018657 · wf-form4_165714744859386.xml · derivative · entry 8

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,000

Underlying: Class A Common Stock · 10,000 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.

F8 · derivative.exercise_date: The RSUs vest semi-annually in 25 percent increments beginning July 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

F8 · derivative.expiration_date: The RSUs vest semi-annually in 25 percent increments beginning July 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
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 98 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018657 · wf-form4_165714744859386.xml · derivative · entry 7

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,535

Underlying: Class A Common Stock · 98 shares

Expires 2028-07-14

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.

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.

F7 · derivative.exercise_date: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in equal monthly installments for a period of forty-eight months beginning on July 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 896 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018657 · wf-form4_165714744859386.xml · derivative · entry 6

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,375

Underlying: Class A Common Stock · 896 shares

Expires 2027-12-31

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.

F6 · derivative.exercise_date: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in monthly installments for a period of twenty-four months beginning on January 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 1,261 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018657 · wf-form4_165714744859386.xml · derivative · entry 5

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,057

Underlying: Class A Common Stock · 1,261 shares

Expires 2027-10-26

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: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in equal monthly installments for a period of forty-eight months beginning on October 1, 2020, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 1,440 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018657 · wf-form4_165714744859386.xml · derivative · entry 4

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,440

Underlying: Class A Common Stock · 1,440 shares

Expires 2027-10-26

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: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in equal monthly installments for a period of twenty-four months beginning on August 1, 2020, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 167 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018657 · wf-form4_165714744859386.xml · derivative · entry 3

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,500

Underlying: Class A Common Stock · 167 shares

Expires 2026-08-22

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: RSUs vest with respect to the shares of Class A Common Stock underlying the restricted stock units in equal monthly installments for a period of forty-eight months beginning on April 1, 2019, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Jiyane SipheleleVice President, Controller
Tax withholdingClass A Common Stock 5,557 $17.19 $95,524.83
Disclosure

SEC source: 0001628280-22-018657 · wf-form4_165714744859386.xml · nonDerivative · entry 2

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,772

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 July 1, 2022.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 22:44 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionClass A Common Stock 13,862 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-018657 · wf-form4_165714744859386.xml · nonDerivative · entry 1

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,329

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
June 08, 2022 Filed Jun 10, 2022 22:04 UTC
Linford MichaelChief Financial Officer
GrantStock Option (Right to Buy) · Derivative 536,746 $0.00 Strike: $23.33 $0.00
Disclosure

SEC source: 0001628280-22-016888 · wf-form4_165489866629035.xml · derivative · entry 1

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 536,746

Underlying: Class A Common Stock · 536,746 shares

Expires 2032-06-08

F1 · derivative.exercise_date: The stock options vest 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
June 08, 2022 Filed Jun 10, 2022 22:04 UTC
Jiyane SipheleleVice President, Controller
GrantRestricted Stock Units · Derivative 6,667 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016887 · wf-form4_165489864952001.xml · derivative · entry 1

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,667

Underlying: Class A Common Stock · 6,667 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 in 12 equal monthly installments beginning August 1, 2022, 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 in 12 equal monthly installments beginning August 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
June 08, 2022 Filed Jun 10, 2022 22:04 UTC
Adkins KatherineChief Legal Officer
GrantRestricted Stock Units · Derivative 117,873 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016886 · wf-form4_165489861622918.xml · derivative · entry 2

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 117,873

Underlying: Class A Common Stock · 117,873 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 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. This grant has no expiration date.

F3 · derivative.expiration_date: The RSUs vest 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. This grant has no expiration date.

Read SEC document
June 08, 2022 Filed Jun 10, 2022 22:04 UTC
Adkins KatherineChief Legal Officer
GrantStock Option (Right to Buy) · Derivative 227,085 $0.00 Strike: $23.33 $0.00
Disclosure

SEC source: 0001628280-22-016886 · wf-form4_165489861622918.xml · derivative · entry 1

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 227,085

Underlying: Class A Common Stock · 227,085 shares

Expires 2032-06-08

F1 · derivative.exercise_date: The stock options vest 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.

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June 08, 2022 Filed Jun 10, 2022 22:03 UTC
Michalek LiborDirector · President, Tech., Risk & Ops
GrantStock Option (Right to Buy) · Derivative 536,746 $0.00 Strike: $23.33 $0.00
Disclosure

SEC source: 0001628280-22-016884 · wf-form4_165489859988024.xml · derivative · entry 2

Michalek Libor · CIK 0001832810 · Director · President, Tech., Risk & Ops

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 536,746

Underlying: Class A Common Stock · 536,746 shares

Expires 2032-06-08

F2 · derivative.exercise_date: The stock options vest 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
June 01, 2022 Filed Jun 3, 2022 22:04 UTC
Linford MichaelChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,333 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016232 · wf-form4_165429386122414.xml · derivative · entry 3

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,334

Underlying: Class A Common Stock · 3,333 shares

Expires 2027-12-31

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 (RSUs) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in monthly installments for a period of twenty-four months beginning on January 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

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June 01, 2022 Filed Jun 3, 2022 22:04 UTC
Linford MichaelChief Financial Officer
Tax withholdingClass A Common Stock 1,464 $24.32 $35,604.48
Disclosure

SEC source: 0001628280-22-016232 · wf-form4_165429386122414.xml · nonDerivative · entry 2

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,239

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 June 1, 2022.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 22:04 UTC
Linford MichaelChief Financial Officer
Exercise / conversionClass A Common Stock 3,333 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016232 · wf-form4_165429386122414.xml · nonDerivative · entry 1

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,703

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
June 01, 2022 Filed Jun 3, 2022 22:05 UTC
Martincevic SilvijaChief Commercial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,333 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016234 · wf-form4_165429390739996.xml · derivative · entry 3

Martincevic Silvija · CIK 0001834580 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,334

Underlying: Class A Common Stock · 3,333 shares

Expires 2027-12-31

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: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in monthly installments for a period of twenty-four months beginning on January 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

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June 01, 2022 Filed Jun 3, 2022 22:05 UTC
Martincevic SilvijaChief Commercial Officer
Tax withholdingClass A Common Stock 1,653 $24.32 $40,200.96
Disclosure

SEC source: 0001628280-22-016234 · wf-form4_165429390739996.xml · nonDerivative · entry 2

Martincevic Silvija · CIK 0001834580 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,299

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 June 1, 2022.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 22:05 UTC
Martincevic SilvijaChief Commercial Officer
Exercise / conversionClass A Common Stock 3,333 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016234 · wf-form4_165429390739996.xml · nonDerivative · entry 1

Martincevic Silvija · CIK 0001834580 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,952

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
June 01, 2022 Filed Jun 3, 2022 22:05 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 305 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016233 · wf-form4_165429388639826.xml · derivative · entry 5

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,112

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.

F5 · 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.

F5 · 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
June 01, 2022 Filed Jun 3, 2022 22:05 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 166 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016233 · wf-form4_165429388639826.xml · derivative · entry 4

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,960

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.

F4 · 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.

F4 · 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
June 01, 2022 Filed Jun 3, 2022 22:05 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 2,325 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016233 · wf-form4_165429388639826.xml · derivative · entry 3

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,650

Underlying: Class A Common Stock · 2,325 shares

Expires 2027-10-26

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 24 equal monthly installments until August 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 22:05 UTC
Adkins KatherineChief Legal Officer
Tax withholdingClass A Common Stock 848 $24.32 $20,623.36
Disclosure

SEC source: 0001628280-22-016233 · wf-form4_165429388639826.xml · nonDerivative · entry 2

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,403

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 June 1, 2022.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 22:05 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionClass A Common Stock 2,796 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016233 · wf-form4_165429388639826.xml · nonDerivative · entry 1

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,251

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
June 01, 2022 Filed Jun 3, 2022 22:04 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 99 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016231 · wf-form4_165429382206742.xml · derivative · entry 7

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,633

Underlying: Class A Common Stock · 99 shares

Expires 2028-07-14

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.

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.

F7 · derivative.exercise_date: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in equal monthly installments for a period of forty-eight months beginning on July 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 22:04 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 896 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016231 · wf-form4_165429382206742.xml · derivative · entry 6

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,271

Underlying: Class A Common Stock · 896 shares

Expires 2027-12-31

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.

F6 · derivative.exercise_date: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in monthly installments for a period of twenty-four months beginning on January 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 22:04 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 1,262 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016231 · wf-form4_165429382206742.xml · derivative · entry 5

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,318

Underlying: Class A Common Stock · 1,262 shares

Expires 2027-10-26

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: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in equal monthly installments for a period of forty-eight months beginning on October 1, 2020, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 22:04 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 1,440 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016231 · wf-form4_165429382206742.xml · derivative · entry 4

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,880

Underlying: Class A Common Stock · 1,440 shares

Expires 2027-10-26

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: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in equal monthly installments for a period of twenty-four months beginning on August 1, 2020, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 22:04 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 167 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016231 · wf-form4_165429382206742.xml · derivative · entry 3

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,667

Underlying: Class A Common Stock · 167 shares

Expires 2026-08-22

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: RSUs vest with respect to the shares of Class A Common Stock underlying the restricted stock units in equal monthly installments for a period of forty-eight months beginning on April 1, 2019, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 22:04 UTC
Jiyane SipheleleVice President, Controller
Tax withholdingClass A Common Stock 1,627 $24.32 $39,568.64
Disclosure

SEC source: 0001628280-22-016231 · wf-form4_165429382206742.xml · nonDerivative · entry 2

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,467

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 June 1, 2022.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 22:04 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionClass A Common Stock 3,864 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016231 · wf-form4_165429382206742.xml · nonDerivative · entry 1

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,094

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 01, 2022 Filed May 3, 2022 21:05 UTC
Linford MichaelChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,333 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-012033 · wf-form4_165161191693574.xml · derivative · entry 3

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,667

Underlying: Class A Common Stock · 3,333 shares

Expires 2027-12-31

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 (RSUs) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: RSUs vest with respect to the shares of Class A Common Stock underlying the RSUs in monthly installments for a period of twenty-four months beginning on January 1, 2021, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

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.