Tapewire

Nasdaq · USD

AFRM

Affirm Holdings, Inc.

Export transactions ↓
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

Insider transactions

JSON API
Reset

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
February 01, 2022 Filed Feb 3, 2022 23:05 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 98 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-001796 · wf-form4_164392950715822.xml · derivative · entry 7

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,026

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.

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.

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
February 01, 2022 Filed Feb 3, 2022 23:05 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 895 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-001796 · wf-form4_164392950715822.xml · derivative · entry 6

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,855

Underlying: Class A Common Stock · 895 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.

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.

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
February 01, 2022 Filed Feb 3, 2022 23:05 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 1,261 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-001796 · wf-form4_164392950715822.xml · derivative · entry 5

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,364

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.

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.

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
February 01, 2022 Filed Feb 3, 2022 23:05 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 1,440 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-001796 · wf-form4_164392950715822.xml · derivative · entry 4

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,640

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.

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.

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
February 01, 2022 Filed Feb 3, 2022 23:05 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 166 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-001796 · wf-form4_164392950715822.xml · derivative · entry 3

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,334

Underlying: Class A Common Stock · 166 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.

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.

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
February 01, 2022 Filed Feb 3, 2022 23:05 UTC
Jiyane SipheleleVice President, Controller
Tax withholdingClass A Common Stock 1,071 $67.48 $72,271.08
Disclosure

SEC source: 0001628280-22-001796 · wf-form4_164392950715822.xml · nonDerivative · entry 2

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,557

F2 · kind: 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 February 1, 2022.

Read SEC document
February 01, 2022 Filed Feb 3, 2022 23:05 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionClass A Common Stock 3,860 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-001796 · wf-form4_164392950715822.xml · nonDerivative · entry 1

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,628

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

Read SEC document
January 14, 2022 Filed Jan 18, 2022 23:07 UTC
Linford MichaelChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 43,392 $0.00 Strike: $49.00 $0.00
Disclosure

SEC source: 0001628280-22-001043 · wf-form4_164254721873581.xml · derivative · entry 2

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 303,751

Underlying: Class A Common Stock · 43,392 shares

Expires 2031-01-11

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 reporting person executed a non-market exercise and hold transaction with respect to these stock options and the underlying shares.

F2 · derivative.exercise_date: Stock options vest with respect to 5% of the shares of Class A Common Stock underlying the stock option on the six-month anniversary of January 1, 2021, the vesting commencement date, and the remainder of the grant will vest in quarterly installments over a period of 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. The Reporting Person can elect to exercise the stock options at any time, provided that the shares acquired upon exercise remain subject to the applicable vesting schedule.

Read SEC document
January 14, 2022 Filed Jan 18, 2022 23:07 UTC
Linford MichaelChief Financial Officer
Exercise / conversionClass A Common Stock 43,392 $49.00 $2,126,208.00
Disclosure

SEC source: 0001628280-22-001043 · wf-form4_164254721873581.xml · nonDerivative · entry 1

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,039

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
January 04, 2022 Filed Jan 6, 2022 23:01 UTC
Adkins KatherineChief Legal Officer
GrantRestricted Stock Units · Derivative 14,636 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000451 · wf-form4_164151007981141.xml · derivative · entry 3

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,636

Underlying: Class A Common Stock · 14,636 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 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.

F3 · 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
January 04, 2022 Filed Jan 6, 2022 23:01 UTC
Adkins KatherineChief Legal Officer
GrantStock Option (Right to Buy) · Derivative 30,615 $0.00 Strike: $85.41 $0.00
Disclosure

SEC source: 0001628280-22-000451 · wf-form4_164151007981141.xml · derivative · entry 2

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,615

Underlying: Class A Common Stock · 30,615 shares

Expires 2032-01-04

F1 · derivative.exercise_date: The stock option vests 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.

Read SEC document
January 04, 2022 Filed Oct 3, 2024 22:03 UTC Amendment
Adkins KatherineChief Legal Officer
GrantStock Option (Right to Buy) · Derivative 29,015 $0.00 Strike: $85.41 $0.00
Disclosure

SEC source: 0001628280-24-042220 · wk-form4a_1727993014.xml · derivative · entry 1

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,015

Underlying: Class A Common Stock · 29,015 shares

Expires 2032-01-04

F1 · derivative.exercise_date: The stock option vests 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.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 23:03 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 2,215 $0.00 Strike: $62.52 $0.00
Disclosure

SEC source: 0001628280-22-000239 · wf-form4_164133735387850.xml · derivative · entry 7

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,700

Underlying: Class A Common Stock · 2,215 shares

Expires 2031-06-01

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.

F6 · derivative.exercise_date: The stock option vests 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.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 23:03 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 2,215 $102.00 $225,930.00
Disclosure

SEC source: 0001628280-22-000239 · wf-form4_164133735387850.xml · nonDerivative · entry 4

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,663

F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 23:03 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionClass A Common Stock 2,215 $62.52 $138,481.80
Disclosure

SEC source: 0001628280-22-000239 · wf-form4_164133735387850.xml · nonDerivative · entry 3

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,878

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
January 03, 2022 Filed Jan 5, 2022 22:14 UTC
Rabois KeithDirector
SaleClass A Common Stock 400 $101.22 $40,486.00
Disclosure

SEC source: 0001628280-22-000351 · wf-form4_164142087382286.xml · nonDerivative · entry 6

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,969

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 September 16, 2021.

F7 · price: Represents the weighted average sale price of the shares sold from $100.81 to $101.79 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
January 03, 2022 Filed Jan 5, 2022 22:14 UTC
Rabois KeithDirector
SaleClass A Common Stock 600 $99.38 $59,629.98
Disclosure

SEC source: 0001628280-22-000351 · wf-form4_164142087382286.xml · nonDerivative · entry 5

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,369

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 September 16, 2021.

F6 · price: Represents the weighted average sale price of the shares sold from $99.12 to $99.85 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
January 03, 2022 Filed Jan 5, 2022 22:14 UTC
Rabois KeithDirector
SaleClass A Common Stock 1,700 $98.20 $166,941.02
Disclosure

SEC source: 0001628280-22-000351 · wf-form4_164142087382286.xml · nonDerivative · entry 4

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,969

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 September 16, 2021.

F5 · price: Represents the weighted average sale price of the shares sold from $98.00 to $98.48 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
January 03, 2022 Filed Jan 5, 2022 22:14 UTC
Rabois KeithDirector
SaleClass A Common Stock 2,772 $97.36 $269,882.20
Disclosure

SEC source: 0001628280-22-000351 · wf-form4_164142087382286.xml · nonDerivative · entry 3

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,669

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 September 16, 2021.

F4 · price: Represents the weighted average sale price of the shares sold from $96.90 to $97.89 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
January 03, 2022 Filed Jan 5, 2022 22:14 UTC
Rabois KeithDirector
SaleClass A Common Stock 4,134 $96.25 $397,914.86
Disclosure

SEC source: 0001628280-22-000351 · wf-form4_164142087382286.xml · nonDerivative · entry 2

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,441

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 September 16, 2021.

F3 · price: Represents the weighted average sale price of the shares sold from $95.87 to $96.84 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
January 03, 2022 Filed Jan 5, 2022 22:14 UTC
Rabois KeithDirector
SaleClass A Common Stock 9,098 $95.31 $867,160.40
Disclosure

SEC source: 0001628280-22-000351 · wf-form4_164142087382286.xml · nonDerivative · entry 1

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,575

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 September 16, 2021.

F2 · price: Represents the weighted average sale price of the shares sold from $94.87 to $95.86 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
January 01, 2022 Filed Jan 4, 2022 23:00 UTC
Linford MichaelChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,306 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000233 · wf-form4_164133718885418.xml · derivative · entry 5

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,143

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.

F1 · 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
January 01, 2022 Filed Jan 4, 2022 23:00 UTC
Linford MichaelChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,334 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000233 · wf-form4_164133718885418.xml · derivative · entry 4

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,000

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.

F1 · 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
January 01, 2022 Filed Jan 4, 2022 23:00 UTC
Linford MichaelChief Financial Officer
Tax withholdingClass A Common Stock 1,993 $100.56 $200,416.08
Disclosure

SEC source: 0001628280-22-000233 · wf-form4_164133718885418.xml · nonDerivative · entry 3

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,647

F2 · kind: 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 January 1, 2022.

Read SEC document
January 01, 2022 Filed Jan 4, 2022 23:00 UTC
Linford MichaelChief Financial Officer
Exercise / conversionClass A Common Stock 6,640 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000233 · wf-form4_164133718885418.xml · nonDerivative · entry 2

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,640

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

Read SEC document
January 01, 2022 Filed Jan 4, 2022 23:00 UTC
Linford MichaelChief Financial Officer
GiftClass A Common Stock 25,737 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000233 · wf-form4_164133718885418.xml · nonDerivative · entry 1

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
January 01, 2022 Filed Jan 4, 2022 23:03 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 2,325 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000239 · wf-form4_164133735387850.xml · derivative · entry 6

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,275

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.

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.

F5 · derivative.exercise_date: The RSUs vest in 24 equal monthly installments after August 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date.

Read SEC document
January 01, 2022 Filed Jan 4, 2022 23:03 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 165 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000239 · wf-form4_164133735387850.xml · derivative · entry 5

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,788

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.

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.

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
January 01, 2022 Filed Jan 4, 2022 23:03 UTC
Adkins KatherineChief Legal Officer
Tax withholdingClass A Common Stock 827 $100.56 $83,163.12
Disclosure

SEC source: 0001628280-22-000239 · wf-form4_164133735387850.xml · nonDerivative · entry 2

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,663

F2 · 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 January 1, 2022.

Read SEC document
January 01, 2022 Filed Jan 4, 2022 23:03 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionClass A Common Stock 2,490 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000239 · wf-form4_164133735387850.xml · nonDerivative · entry 1

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,490

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

Read SEC document
January 01, 2022 Filed Jan 4, 2022 23:02 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 99 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000237 · wf-form4_164133731378035.xml · derivative · entry 7

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,124

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.

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.

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
January 01, 2022 Filed Jan 4, 2022 23:02 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 896 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000237 · wf-form4_164133731378035.xml · derivative · entry 6

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,750

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.

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.

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
January 01, 2022 Filed Jan 4, 2022 23:02 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 1,261 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000237 · wf-form4_164133731378035.xml · derivative · entry 5

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,625

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.

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.

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
January 01, 2022 Filed Jan 4, 2022 23:02 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 1,440 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000237 · wf-form4_164133731378035.xml · derivative · entry 4

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,080

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.

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.

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
January 01, 2022 Filed Jan 4, 2022 23:02 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionRestricted Stock Units · Derivative 167 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000237 · wf-form4_164133731378035.xml · derivative · entry 3

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

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.

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.

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
January 01, 2022 Filed Jan 4, 2022 23:02 UTC
Jiyane SipheleleVice President, Controller
Tax withholdingClass A Common Stock 1,155 $100.56 $116,146.80
Disclosure

SEC source: 0001628280-22-000237 · wf-form4_164133731378035.xml · nonDerivative · entry 2

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,768

F2 · kind: 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 January 1, 2022.

Read SEC document
January 01, 2022 Filed Jan 4, 2022 23:02 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionClass A Common Stock 3,863 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000237 · wf-form4_164133731378035.xml · nonDerivative · entry 1

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,923

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

Read SEC document
January 01, 2022 Filed Jan 4, 2022 23:01 UTC
Martincevic SilvijaChief Commercial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,306 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000235 · wf-form4_164133725951993.xml · derivative · entry 4

Martincevic Silvija · CIK 0001834580 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,143

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.

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.

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
January 01, 2022 Filed Jan 4, 2022 23:01 UTC
Martincevic SilvijaChief Commercial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,334 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000235 · wf-form4_164133725951993.xml · derivative · entry 3

Martincevic Silvija · CIK 0001834580 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,000

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.

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.

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
January 01, 2022 Filed Jan 4, 2022 23:01 UTC
Martincevic SilvijaChief Commercial Officer
Tax withholdingClass A Common Stock 2,385 $100.56 $239,835.60
Disclosure

SEC source: 0001628280-22-000235 · wf-form4_164133725951993.xml · nonDerivative · entry 2

Martincevic Silvija · CIK 0001834580 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,352

F2 · 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 January 1, 2022.

Read SEC document
January 01, 2022 Filed Jan 4, 2022 23:01 UTC
Martincevic SilvijaChief Commercial Officer
Exercise / conversionClass A Common Stock 6,640 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000235 · wf-form4_164133725951993.xml · nonDerivative · entry 1

Martincevic Silvija · CIK 0001834580 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,737

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

Read SEC document
January 01, 2022 Filed Jan 4, 2022 23:00 UTC
Michalek LiborDirector · President, Tech., Risk & Ops
Exercise / conversionRestricted Stock Units · Derivative 4,224 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000234 · wf-form4_164133723151586.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,572

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.

F1 · 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
January 01, 2022 Filed Jan 4, 2022 23:00 UTC
Michalek LiborDirector · President, Tech., Risk & Ops
Tax withholdingClass A Common Stock 1,550 $100.56 $155,868.00
Disclosure

SEC source: 0001628280-22-000234 · wf-form4_164133723151586.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,427

F2 · 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 January 1, 2022.

Read SEC document
January 01, 2022 Filed Jan 4, 2022 23:00 UTC
Michalek LiborDirector · President, Tech., Risk & Ops
Exercise / conversionClass A Common Stock 4,224 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000234 · wf-form4_164133723151586.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,977

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

Read SEC document
December 09, 2021 Filed Jan 4, 2022 23:00 UTC
Michalek LiborDirector · President, Tech., Risk & Ops
GiftClass A Common Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000234 · wf-form4_164133723151586.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,753

Read SEC document
December 03, 2021 Filed Dec 7, 2021 22:06 UTC
Liew JeremyDirector
GrantClass A Common Stock 1,864 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024655 · wf-form4_163891476556623.xml · nonDerivative · entry 1

Liew Jeremy · CIK 0001700539 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 122,132

F1 · kind: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in full upon the earlier of December 3, 2022 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date.

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

Read SEC document
December 03, 2021 Filed Dec 7, 2021 22:07 UTC GrantClass A Common Stock 1,864 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024656 · wf-form4_163891480266941.xml · nonDerivative · entry 1

WHITE JAMES D · CIK 0001280940 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,727

F1 · kind: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in full upon the earlier of December 3, 2022 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date.

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

Read SEC document
December 03, 2021 Filed Dec 7, 2021 22:07 UTC
MING JENNY JDirector
GrantClass A Common Stock 1,864 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024658 · wf-form4_163891484809025.xml · nonDerivative · entry 1

MING JENNY J · CIK 0001188390 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,069

F1 · kind: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in full upon the earlier of December 3, 2022 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date.

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

Read SEC document
December 03, 2021 Filed Dec 7, 2021 22:07 UTC GrantClass A Common Stock 1,864 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024657 · wf-form4_163891482561603.xml · nonDerivative · entry 1

Quarles Christa S · CIK 0001677329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 127,493

F1 · kind: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in full upon the earlier of December 3, 2022 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date.

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

Read SEC document
December 03, 2021 Filed Dec 7, 2021 22:06 UTC GrantClass A Common Stock 1,864 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024654 · wf-form4_163891472492583.xml · nonDerivative · entry 1

Reses Jacqueline D · CIK 0001699681 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,727

F1 · kind: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in full upon the earlier of December 3, 2022 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date.

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

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.