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
November 12, 2021 Filed Nov 16, 2021 21:49 UTC OtherClass A Common Stock 2,035,521 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-044838 · doc4.xml · nonDerivative · entry 1

Philips Jeremy · CIK 0001536014 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F1 · kind: Represents a pro-rata distribution, and not a purchase or sale, without additional consideration by Spark Growth Management Partners, LLC ("SGMP") to its members.

F2 · ownership.nature: These shares are held of record by SGMP. The Reporting Person is a managing member of SGMP and may be deemed to share investment, voting and dispositive power over these shares. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

Read SEC document
November 12, 2021 Filed Nov 18, 2021 02:04 UTC
Liew JeremyDirector
OtherClass A Common Stock 1,254,623 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023766 · wf-form4_163720105347322.xml · nonDerivative · entry 3

Liew Jeremy · CIK 0001700539 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lightspeed Opportunity Fund, L.P.

Disclosed balance after: 0

F3 · kind: Represents a pro-rata distribution, and not a purchase or sale, without additional consideration by Lightspeed Opportunity Fund, L.P. to its members.

Read SEC document
November 12, 2021 Filed Nov 18, 2021 02:04 UTC
Liew JeremyDirector
OtherClass A Common Stock 2,459,558 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023766 · wf-form4_163720105347322.xml · nonDerivative · entry 2

Liew Jeremy · CIK 0001700539 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lightspeed Venture Partners Select, L.P.

Disclosed balance after: 0

F2 · kind: Represents a pro-rata distribution, and not a purchase or sale, without additional consideration by Lightspeed Venture Partners Select, L.P. to its members.

Read SEC document
November 12, 2021 Filed Nov 18, 2021 02:04 UTC
Liew JeremyDirector
OtherClass A Common Stock 934,988 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023766 · wf-form4_163720105347322.xml · nonDerivative · entry 1

Liew Jeremy · CIK 0001700539 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lightspeed Venture Partners Select II, L.P.

Disclosed balance after: 0

F1 · kind: Represents a pro-rata distribution, and not a purchase or sale, without additional consideration by Lightspeed Venture Partners Select II, L.P. to its members.

Read SEC document
November 08, 2021 Filed Nov 9, 2021 23:01 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionStock Option (Right to Buy) · Derivative 4,106 $0.00 Strike: $2.04 $0.00
Disclosure

SEC source: 0001628280-21-022616 · wf-form4_163649885433327.xml · derivative · entry 3

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,106 shares

Expires 2027-05-29

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_date: Stock option vests with respect to 1/24 of the shares of the Issuer's Class A common stock, par value $0.00001 per share ("Class A Common Stock"), underlying the stock option on the one-year anniversary of July 5, 2016, the vesting commencement date of the Reporting Person's first stock option award from the Issuer, and the remaining shares underlying the option vest in equal monthly installments thereafter, in each case subject to continued service with the Issuer. The Reporting Person can elect to exercise the stock option at any time, provided that the shares acquired upon exercise remain subject to the applicable vesting schedule.

Read SEC document
November 08, 2021 Filed Nov 9, 2021 23:01 UTC
Jiyane SipheleleVice President, Controller
SaleClass A Common Stock 4,106 $175.00 $718,550.00
Disclosure

SEC source: 0001628280-21-022616 · wf-form4_163649885433327.xml · nonDerivative · entry 2

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,868

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 15, 2021.

Read SEC document
November 08, 2021 Filed Nov 9, 2021 23:01 UTC
Jiyane SipheleleVice President, Controller
Exercise / conversionClass A Common Stock 4,106 $2.04 $8,376.24
Disclosure

SEC source: 0001628280-21-022616 · wf-form4_163649885433327.xml · nonDerivative · entry 1

Jiyane Siphelele · CIK 0001832806 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,974

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 03, 2021 Filed Nov 5, 2021 21:02 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 301 $161.70 $48,672.39
Disclosure

SEC source: 0001628280-21-022051 · wf-form4_163614612045235.xml · nonDerivative · entry 3

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

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 14, 2021.

F4 · price: Represents the weighted average sale price of the shares sold from $161.39 to $161.77 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 03, 2021 Filed Nov 5, 2021 21:02 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 761 $160.69 $122,281.97
Disclosure

SEC source: 0001628280-21-022051 · wf-form4_163614612045235.xml · nonDerivative · entry 2

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 301

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 14, 2021.

F3 · price: Represents the weighted average sale price of the shares sold from $160.18 to $161.03 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 03, 2021 Filed Nov 5, 2021 21:02 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 300 $159.15 $47,744.01
Disclosure

SEC source: 0001628280-21-022051 · wf-form4_163614612045235.xml · nonDerivative · entry 1

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,062

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 14, 2021.

F2 · price: Represents the weighted average sale price of the shares sold from $158.59 to $159.55 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 02, 2021 Filed Nov 3, 2021 22:02 UTC
Michalek LiborDirector · President, Tech., Risk & Ops
Exercise / conversionStock Option (Right to Buy) · Derivative 200,000 $0.00 Strike: $2.04 $0.00
Disclosure

SEC source: 0001628280-21-021555 · wf-form4_163597694586761.xml · derivative · entry 16

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200,000

Underlying: Class A Common Stock · 200,000 shares

Expires 2027-11-16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F13 · derivative.exercise_date: Stock option vests monthly at the rate of 1/48 of the shares of Class A Common Stock underlying the stock option following October 9, 2017, the vesting commencement date, subject to continued service with the Issuer. The Reporting Person can elect to exercise the stock option at any time, provided that the shares acquired upon exercise remain subject to the applicable vesting schedule.

Read SEC document
November 02, 2021 Filed Nov 3, 2021 22:02 UTC
Michalek LiborDirector · President, Tech., Risk & Ops
Exercise / conversionClass A Common Stock 200,000 $2.04 $408,000.00
Disclosure

SEC source: 0001628280-21-021555 · wf-form4_163597694586761.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 313,744

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:05 UTC
Rabois KeithDirector
SaleClass A Common Stock 200 $162.93 $32,586.00
Disclosure

SEC source: 0001628280-21-021559 · wf-form4_163597712456506.xml · nonDerivative · entry 9

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,377

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.

F10 · price: Represents the weighted average sale price of the shares sold from $162.90 to $162.96 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:05 UTC
Rabois KeithDirector
SaleClass A Common Stock 900 $159.43 $143,486.01
Disclosure

SEC source: 0001628280-21-021559 · wf-form4_163597712456506.xml · nonDerivative · entry 8

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,577

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.

F9 · price: Represents the weighted average sale price of the shares sold from $158.99 to $159.93 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:05 UTC
Rabois KeithDirector
SaleClass A Common Stock 200 $157.14 $31,428.00
Disclosure

SEC source: 0001628280-21-021559 · wf-form4_163597712456506.xml · nonDerivative · entry 7

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,477

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.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:05 UTC
Rabois KeithDirector
SaleClass A Common Stock 400 $156.66 $62,664.00
Disclosure

SEC source: 0001628280-21-021559 · wf-form4_163597712456506.xml · nonDerivative · entry 6

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,677

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.

F8 · price: Represents the weighted average sale price of the shares sold from $156.14 to $157.00 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:05 UTC
Rabois KeithDirector
SaleClass A Common Stock 2,168 $155.15 $336,361.95
Disclosure

SEC source: 0001628280-21-021559 · wf-form4_163597712456506.xml · nonDerivative · entry 5

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,077

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 $155.03 to $155.54 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:05 UTC
Rabois KeithDirector
SaleClass A Common Stock 5,163 $154.55 $797,938.04
Disclosure

SEC source: 0001628280-21-021559 · wf-form4_163597712456506.xml · nonDerivative · entry 4

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,245

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 $154.03 to $155.02 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:05 UTC
Rabois KeithDirector
SaleClass A Common Stock 1,829 $153.53 $280,814.78
Disclosure

SEC source: 0001628280-21-021559 · wf-form4_163597712456506.xml · nonDerivative · entry 3

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,408

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 $153.03 to $154.01 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:05 UTC
Rabois KeithDirector
SaleClass A Common Stock 5,644 $152.38 $860,047.39
Disclosure

SEC source: 0001628280-21-021559 · wf-form4_163597712456506.xml · nonDerivative · entry 2

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,237

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 $152.00 to $152.99 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:05 UTC
Rabois KeithDirector
SaleClass A Common Stock 2,200 $151.59 $333,501.96
Disclosure

SEC source: 0001628280-21-021559 · wf-form4_163597712456506.xml · nonDerivative · entry 1

Rabois Keith · CIK 0001539865 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,881

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 $150.95 to $151.94 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.

F3 · balance_after: Represents the receipt of 56,112 shares of Class A Common Stock pursuant to multiple pro rata distributions effected by Khosla Ventures to its members, including the Reporting Person, for no additional consideration.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 115,000 $0.00 Strike: $5.39 $0.00
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · derivative · entry 15

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,307,020

Underlying: Class A Common Stock · 115,000 shares

Expires 2028-08-26

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.

F15 · derivative.exercise_date: Stock options vest with respect to 1/4 of the shares of the Issuer's Class A common stock, par value $0.00001 per share ("Class A Common Stock"), underlying the stock option on the one-year anniversary of August 27, 2018, the vesting commencement date, and the remaining 3/4 of the shares underlying the option vest in equal monthly installments over the subsequent three years, in each case subject to continued service with the Issuer. 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
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,333 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · derivative · entry 14

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,667

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.

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.

F14 · derivative.exercise_date: Restricted stock unit grant started vesting on January 1, 2021, and vests in equal monthly installments for a period of twenty-four months ending January 1, 2023, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
SaleClass A Common Stock 800 $162.91 $130,330.96
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 13

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,868

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.

F13 · price: Represents the weighted average sale price of the shares sold from $162.85 to $163.01 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
SaleClass A Common Stock 2,700 $159.67 $431,107.38
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 12

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,668

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.

F12 · price: Represents the weighted average sale price of the shares sold from $159.46 to $160.03 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
SaleClass A Common Stock 3,000 $159.09 $477,260.10
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 11

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,368

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.

F11 · price: Represents the weighted average sale price of the shares sold from $158.46 to $159.42 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
SaleClass A Common Stock 1,600 $157.25 $251,604.96
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 10

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,368

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.

F10 · price: Represents the weighted average sale price of the shares sold from $156.98 to $157.65 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
SaleClass A Common Stock 2,500 $156.41 $391,034.00
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 9

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,968

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.

F9 · price: Represents the weighted average sale price of the shares sold from $155.98 to $156.95 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
SaleClass A Common Stock 23,537 $155.03 $3,649,023.49
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 8

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,468

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.

F8 · price: Represents the weighted average sale price of the shares sold from $154.81 to $155.60 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
SaleClass A Common Stock 25,449 $154.30 $3,926,694.17
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 7

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,005

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.

F7 · price: Represents the weighted average sale price of the shares sold from $153.81 to $154.80 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
SaleClass A Common Stock 11,529 $153.20 $1,766,247.41
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 6

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,454

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.

F6 · price: Represents the weighted average sale price of the shares sold from $152.81 to $153.78 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
SaleClass A Common Stock 35,013 $152.26 $5,330,946.33
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 5

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 94,983

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.

F5 · price: Represents the weighted average sale price of the shares sold from $151.81 to $152.79 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
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
SaleClass A Common Stock 8,872 $151.49 $1,343,986.45
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 4

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 129,996

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.

F4 · price: Represents the weighted average sale price of the shares sold from $150.80 to $151.79 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
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
Exercise / conversionClass A Common Stock 115,000 $5.39 $619,850.00
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 3

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,868

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
Tax withholdingClass A Common Stock 1,464 $152.66 $223,494.24
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 2

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,868

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 RSUs that vested on November 1, 2021.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:10 UTC
Linford MichaelChief Financial Officer
Exercise / conversionClass A Common Stock 3,333 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-21-021562 · wf-form4_163597739723745.xml · nonDerivative · entry 1

Linford Michael · CIK 0001715913 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,332

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
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 165 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · derivative · entry 15

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,119

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.

F12 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F14 · 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.

F14 · derivative.expiration_date: The RSUs vest in 48 equal monthly installments after June 1, 2021, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 2,325 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · derivative · entry 14

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,925

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.

F12 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F13 · 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
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 1,660 $0.00 Strike: $62.52 $0.00
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · derivative · entry 13

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,915

Underlying: Class A Common Stock · 1,660 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.

F11 · 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
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 300 $162.93 $48,878.01
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · nonDerivative · entry 12

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,362

F2 · 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.

F10 · price: Represents the weighted average sale price of the shares sold from $162.91 to $162.96 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 594 $159.48 $94,733.44
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · nonDerivative · entry 11

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,662

F2 · 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.

F9 · price: Represents the weighted average sale price of the shares sold from $158.99 to $159.93 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 500 $156.65 $78,324.00
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · nonDerivative · entry 10

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,256

F2 · 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.

F8 · price: Represents the weighted average sale price of the shares sold from $156.15 to $157.09 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 500 $155.15 $77,575.00
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · nonDerivative · entry 9

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,756

F2 · 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.

F7 · price: Represents the weighted average sale price of the shares sold from $155.13 to $155.17 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 3,700 $154.63 $572,119.16
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · nonDerivative · entry 8

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,256

F2 · 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.

F6 · price: Represents the weighted average sale price of the shares sold from $154.13 to $155.11 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 901 $153.62 $138,407.48
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · nonDerivative · entry 7

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,956

F2 · 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.

F5 · price: Represents the weighted average sale price of the shares sold from $153.10 to $153.99 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 3,229 $152.41 $492,119.94
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · nonDerivative · entry 6

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,857

F2 · 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.

F4 · price: Represents the weighted average sale price of the shares sold from $152.06 to $152.95 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
SaleClass A Common Stock 1,200 $151.64 $181,971.96
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · nonDerivative · entry 5

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,086

F2 · 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.

F3 · price: Represents the weighted average sale price of the shares sold from $151.03 to $151.98 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
Tax withholdingClass A Common Stock 1,128 $152.66 $172,200.48
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · nonDerivative · entry 4

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,286

F1 · shares: Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units that vested on November 1, 2021.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionClass A Common Stock 165 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · nonDerivative · entry 3

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,414

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
November 01, 2021 Filed Nov 3, 2021 22:11 UTC
Adkins KatherineChief Legal Officer
Exercise / conversionClass A Common Stock 2,325 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-021563 · wf-form4_163597745213443.xml · nonDerivative · entry 2

Adkins Katherine · CIK 0001870331 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,249

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.