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Nasdaq · USD

AMRX

Amneal Pharmaceuticals, Inc.

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Tapewire entity
820
SEC CIK
0001723128
Parsed reports
351

Last 12 months

Inside the activity.

0 purchase rows · 7 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202601
Jun 202600
Jul 202600
Aug 202604
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 17, 2026 Filed Sep 21, 2026 20:33 UTC GiftClass A Common Stock 20,445 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-062915 · wk-form4_1790022803.xml · nonDerivative · entry 1

BUCHI J KEVIN · CIK 0001209726 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,077

F1 · kind: On September 17th, the reporting person transferred 20,445 shares of Class A Common Stock to a trust for no consideration. The Reporting person is trustee of the trust.

F1 · ownership.direct: On September 17th, the reporting person transferred 20,445 shares of Class A Common Stock to a trust for no consideration. The Reporting person is trustee of the trust.

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September 11, 2026 Filed Sep 14, 2026 20:10 UTC Exercise / conversionStock Option · Derivative 20,445 $0.00 Strike: $14.45 $0.00
Disclosure

SEC source: 0001628280-26-061836 · wk-form4_1789416635.xml · derivative · entry 3

BUCHI J KEVIN · CIK 0001209726 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 20,445 shares

Expires 2026-11-23

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_date: The option is vested and currently exercisable.

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September 11, 2026 Filed Sep 14, 2026 20:10 UTC Exercise / conversionClass A Common Stock 20,445 $14.45 $295,430.25
Disclosure

SEC source: 0001628280-26-061836 · wk-form4_1789416635.xml · nonDerivative · entry 1

BUCHI J KEVIN · CIK 0001209726 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,522

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

Read SEC document
September 01, 2026 Filed Sep 2, 2026 21:03 UTC
BOYER ANDREW SExecutive Vice President
GiftClass A Common Stock 80,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-060179 · wk-form4_1788383011.xml · nonDerivative · entry 1

BOYER ANDREW S · CIK 0001239546 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 193,646

F1 · kind: Represents a gift to trust for the benefit of certain family members whereby reporting person does not serve as trustee.

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August 21, 2026 Filed Aug 25, 2026 20:41 UTC
BOYER ANDREW SExecutive Vice President
GiftClass A Common Stock 152,426 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-058918 · wk-form4_1787690491.xml · nonDerivative · entry 1

BOYER ANDREW S · CIK 0001239546 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 273,646

F1 · kind: Represents a gift to trust for the benefit of certain family members whereby reporting person does not serve as trustee.

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August 13, 2026 Filed Aug 14, 2026 20:29 UTC
Kiely JohnDirector
GiftClass A Common Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-057147 · wk-form4_1786739361.xml · nonDerivative · entry 2

Kiely John · CIK 0001781149 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200,252

F2 · price: Represents a charitable donation of common stock to a donor advised fund.

Read SEC document
August 13, 2026 Filed Aug 14, 2026 20:29 UTC
Kiely JohnDirector
SaleClass A Common Stock 50,000 $17.64 $882,000.00
Disclosure

SEC source: 0001628280-26-057147 · wk-form4_1786739361.xml · nonDerivative · entry 1

Kiely John · CIK 0001781149 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 210,252

F1 · price: The price included in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.26 to $17.88 per share, inclusive. The Reporting Person undertakes to provide to Amneal Pharmaceuticals, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the footnote.

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August 12, 2026 Filed Aug 13, 2026 20:22 UTC
Shah NikitaExecutive Vice President
SaleClass A Common Stock 146,403 $17.51 $2,563,516.53
Disclosure

SEC source: 0001628280-26-056757 · wk-form4_1786652518.xml · nonDerivative · entry 1

Shah Nikita · CIK 0001738061 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 253,390

F1 · price: The price included in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.40 to $17.67 per share, inclusive. The Reporting Person undertakes to provide to Amneal Pharmaceuticals, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the footnote.

Read SEC document
August 12, 2026 Filed Aug 13, 2026 20:21 UTC
Daly Jason B.EVP, Chief Legal Officer
SaleClass A Common Stock 210,000 $17.40 $3,654,000.00
Disclosure

SEC source: 0001628280-26-056754 · wk-form4_1786652494.xml · nonDerivative · entry 2

Daly Jason B. · CIK 0001906486 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,171

F2 · price: The price included in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.25 to $17.67 per share, inclusive. The Reporting Person undertakes to provide to Amneal Pharmaceuticals, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the footnote.

Read SEC document
August 11, 2026 Filed Aug 13, 2026 20:21 UTC
Daly Jason B.EVP, Chief Legal Officer
SaleClass A Common Stock 6,613 $17.70 $117,050.10
Disclosure

SEC source: 0001628280-26-056754 · wk-form4_1786652494.xml · nonDerivative · entry 1

Daly Jason B. · CIK 0001906486 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 245,171

F1 · price: The price included in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.65 to $17.73 per share, inclusive. The Reporting Person undertakes to provide to Amneal Pharmaceuticals, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the footnote.

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August 11, 2026 Filed Aug 13, 2026 20:21 UTC Exercise / conversionClass A Common Stock 168,573 $17.18 $2,896,084.14
Disclosure

SEC source: 0001628280-26-056752 · wk-form4_1786652460.xml · nonDerivative · entry 1

BUCHI J KEVIN · CIK 0001209726 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 93,499

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: The price included in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.07 to $17.31 per share, inclusive. The Reporting Person undertakes to provide to Amneal Pharmaceuticals, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the footnote.

Read SEC document
August 10, 2026 Filed Aug 12, 2026 20:46 UTC
Patel ChintuDirector · Co-CEO
GrantClass A Common Stock 6,381,734 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-056297 · wk-form4_1786567594.xml · nonDerivative · entry 1

Patel Chintu · CIK 0001737428 · Director · Co-CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Limited Liability Companies

Disclosed balance after: 6,381,734

F1 · kind: On August 10, 2026, pursuant to a Membership Interest Purchase Agreement, dated as of April 21, 2026 (as amended from time to time, the Purchase Agreement), by and among the Issuer, Kashiv BioSciences, LLC (Kashiv), KB Seller Representative, LLC and the equity holders of Kashiv named therein (the Sellers), a subsidiary of the Issuer purchased (the Acquisition) from the Sellers 100% of the issued and outstanding membership interests of Kashiv for an aggregate consideration of $375,000,000 in cash, subject to certain purchase price adjustments, and 28,942,098 shares of Issuer Class A common stock (Class A Common Stock). Pursuant to the terms of the Purchase Agreement, limited liability companies managed by the Reporting Person received 6,381,734 shares of Class A Common Stock in the Acquisition.

F1 · price: On August 10, 2026, pursuant to a Membership Interest Purchase Agreement, dated as of April 21, 2026 (as amended from time to time, the Purchase Agreement), by and among the Issuer, Kashiv BioSciences, LLC (Kashiv), KB Seller Representative, LLC and the equity holders of Kashiv named therein (the Sellers), a subsidiary of the Issuer purchased (the Acquisition) from the Sellers 100% of the issued and outstanding membership interests of Kashiv for an aggregate consideration of $375,000,000 in cash, subject to certain purchase price adjustments, and 28,942,098 shares of Issuer Class A common stock (Class A Common Stock). Pursuant to the terms of the Purchase Agreement, limited liability companies managed by the Reporting Person received 6,381,734 shares of Class A Common Stock in the Acquisition.

Read SEC document
August 10, 2026 Filed Aug 12, 2026 22:06 UTC GrantClass A Common Stock 12,763,469 Not disclosed Not disclosed
Disclosure

SEC source: 0000898432-26-000655 · form4.xml · nonDerivative · entry 1

Patel Tushar Bhikhubhai · CIK 0001745375 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Limited Liability Companies Controlled by Family Trusts

Disclosed balance after: 61,341,678

F1 · kind: On August 10, 2026, pursuant to a Membership Interest Purchase Agreement, dated as of April 21, 2026 (as amended from time to time, the "Purchase Agreement"), by and among the Issuer, Kashiv BioSciences, LLC ("Kashiv"), KB Seller Representative, LLC and the equityholders of Kashiv named therein (the "Sellers"), a subsidiary of the Issuer purchased (the "Acquisition") from the Sellers 100% of the issued and outstanding membership interests of Kashiv for an aggregate consideration of $375,000,000 in cash, subject to certain purchase price adjustments, and 28,942,098 shares of Issuer Class A common stock ("Class A Common Stock"). Pursuant to the terms of the Purchase Agreement, a limited liability company managed by the Reporting Person received 12,763,469 shares of Class A Common Stock in the Acquisition.

F1 · price: On August 10, 2026, pursuant to a Membership Interest Purchase Agreement, dated as of April 21, 2026 (as amended from time to time, the "Purchase Agreement"), by and among the Issuer, Kashiv BioSciences, LLC ("Kashiv"), KB Seller Representative, LLC and the equityholders of Kashiv named therein (the "Sellers"), a subsidiary of the Issuer purchased (the "Acquisition") from the Sellers 100% of the issued and outstanding membership interests of Kashiv for an aggregate consideration of $375,000,000 in cash, subject to certain purchase price adjustments, and 28,942,098 shares of Issuer Class A common stock ("Class A Common Stock"). Pursuant to the terms of the Purchase Agreement, a limited liability company managed by the Reporting Person received 12,763,469 shares of Class A Common Stock in the Acquisition.

Read SEC document
August 10, 2026 Filed Aug 12, 2026 20:39 UTC
Patel GautamDirector
GrantClass A Common Stock 283,632 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-056288 · wk-form4_1786567192.xml · nonDerivative · entry 1

Patel Gautam · CIK 0001738054 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Limited Liability Company

Disclosed balance after: 283,632

F1 · kind: On August 10, 2026, pursuant to a Membership Interest Purchase Agreement, dated as of April 21, 2026 (as amended from time to time, the Purchase Agreement), by and among the Issuer, Kashiv BioSciences, LLC (Kashiv), KB Seller Representative, LLC and the equity holders of Kashiv named therein (the Sellers), a subsidiary of the Issuer purchased (the Acquisition) from the Sellers 100% of the issued and outstanding membership interests of Kashiv for an aggregate consideration of $375,000,000 in cash, subject to certain purchase price adjustments, and 28,942,098 shares of Issuer Class A common stock (Class A Common Stock). Pursuant to the terms of the Purchase Agreement, limited liability companies managed by the Reporting Person received 283,632 shares of Class A Common Stock in the Acquisition.

F1 · price: On August 10, 2026, pursuant to a Membership Interest Purchase Agreement, dated as of April 21, 2026 (as amended from time to time, the Purchase Agreement), by and among the Issuer, Kashiv BioSciences, LLC (Kashiv), KB Seller Representative, LLC and the equity holders of Kashiv named therein (the Sellers), a subsidiary of the Issuer purchased (the Acquisition) from the Sellers 100% of the issued and outstanding membership interests of Kashiv for an aggregate consideration of $375,000,000 in cash, subject to certain purchase price adjustments, and 28,942,098 shares of Issuer Class A common stock (Class A Common Stock). Pursuant to the terms of the Purchase Agreement, limited liability companies managed by the Reporting Person received 283,632 shares of Class A Common Stock in the Acquisition.

Read SEC document
August 10, 2026 Filed Aug 12, 2026 20:37 UTC
Patel Chirag K.Director · President & Co-CEO
GrantClass A Common Stock 6,381,734 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-056285 · wk-form4_1786567073.xml · nonDerivative · entry 1

Patel Chirag K. · CIK 0001738701 · Director · President & Co-CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Limited Liability Companies

Disclosed balance after: 6,381,734

F1 · kind: On August 10, 2026, pursuant to a Membership Interest Purchase Agreement, dated as of April 21, 2026 (as amended from time to time, the Purchase Agreement), by and among the Issuer, Kashiv BioSciences, LLC (Kashiv), KB Seller Representative, LLC and the equity holders of Kashiv named therein (the Sellers), a subsidiary of the Issuer purchased (the Acquisition) from the Sellers 100% of the issued and outstanding membership interests of Kashiv for an aggregate consideration of $375,000,000 in cash, subject to certain purchase price adjustments, and 28,942,098 shares of Issuer Class A common stock (Class A Common Stock). Pursuant to the terms of the Purchase Agreement, limited liability companies managed by the Reporting Person received 6,381,734 shares of Class A Common Stock in the Acquisition.

F1 · price: On August 10, 2026, pursuant to a Membership Interest Purchase Agreement, dated as of April 21, 2026 (as amended from time to time, the Purchase Agreement), by and among the Issuer, Kashiv BioSciences, LLC (Kashiv), KB Seller Representative, LLC and the equity holders of Kashiv named therein (the Sellers), a subsidiary of the Issuer purchased (the Acquisition) from the Sellers 100% of the issued and outstanding membership interests of Kashiv for an aggregate consideration of $375,000,000 in cash, subject to certain purchase price adjustments, and 28,942,098 shares of Issuer Class A common stock (Class A Common Stock). Pursuant to the terms of the Purchase Agreement, limited liability companies managed by the Reporting Person received 6,381,734 shares of Class A Common Stock in the Acquisition.

Read SEC document
May 11, 2026 Filed May 12, 2026 20:10 UTC SaleClass A Common Stock 34,819 $12.94 $450,557.86
Disclosure

SEC source: 0001628280-26-034106 · wk-form4_1778616625.xml · nonDerivative · entry 1

Autor Deborah M. · CIK 0001884671 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,660

F1 · price: The price included in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.75 to $13.27 per share, inclusive. The Reporting Person undertakes to provide Amneal Pharmaceuticals, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
May 07, 2026 Filed May 8, 2026 20:22 UTC Exercise / conversionRestricted Stock Units · Derivative 48,747 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032907 · wk-form4_1778271772.xml · derivative · entry 2

MEISTER PAUL M · CIK 0001033876 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 48,747 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.

F2 · derivative.exercise_date: On May 6, 2025, the reporting person was granted 48,747 restricted stock units vesting on May 7, 2026.

F2 · derivative.expiration_date: On May 6, 2025, the reporting person was granted 48,747 restricted stock units vesting on May 7, 2026.

Read SEC document
May 07, 2026 Filed May 8, 2026 20:22 UTC Exercise / conversionClass A Common Stock 48,747 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-032907 · wk-form4_1778271772.xml · nonDerivative · entry 1

MEISTER PAUL M · CIK 0001033876 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 832,800

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
May 07, 2026 Filed May 8, 2026 20:28 UTC Exercise / conversionRestricted Stock Units · Derivative 34,819 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032925 · wk-form4_1778272102.xml · derivative · entry 2

Autor Deborah M. · CIK 0001884671 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 34,819 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.

F2 · derivative.exercise_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

F2 · derivative.expiration_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

Read SEC document
May 07, 2026 Filed May 8, 2026 20:28 UTC Exercise / conversionClass A Common Stock 34,819 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-032925 · wk-form4_1778272102.xml · nonDerivative · entry 1

Autor Deborah M. · CIK 0001884671 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,479

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
May 07, 2026 Filed May 8, 2026 20:27 UTC Exercise / conversionRestricted Stock Units · Derivative 34,819 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032924 · wk-form4_1778272051.xml · derivative · entry 2

George Jeffrey P. · CIK 0001796789 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 34,819 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.

F2 · derivative.exercise_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

F2 · derivative.expiration_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

Read SEC document
May 07, 2026 Filed May 8, 2026 20:27 UTC Exercise / conversionClass A Common Stock 34,819 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-032924 · wk-form4_1778272051.xml · nonDerivative · entry 1

George Jeffrey P. · CIK 0001796789 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 344,614

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
May 07, 2026 Filed May 8, 2026 20:24 UTC
Kiely JohnDirector
Exercise / conversionRestricted Stock Units · Derivative 34,819 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032911 · wk-form4_1778271857.xml · derivative · entry 2

Kiely John · CIK 0001781149 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 34,819 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.

F2 · derivative.exercise_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

F2 · derivative.expiration_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

Read SEC document
May 07, 2026 Filed May 8, 2026 20:24 UTC
Kiely JohnDirector
Exercise / conversionClass A Common Stock 34,819 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-032911 · wk-form4_1778271857.xml · nonDerivative · entry 1

Kiely John · CIK 0001781149 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 260,252

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
May 07, 2026 Filed May 8, 2026 20:29 UTC Exercise / conversionRestricted Stock Units · Derivative 34,819 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032929 · wk-form4_1778272151.xml · derivative · entry 3

BUCHI J KEVIN · CIK 0001209726 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 34,819 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.

F2 · derivative.exercise_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

F2 · derivative.expiration_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

Read SEC document
May 07, 2026 Filed May 8, 2026 20:29 UTC Exercise / conversionClass A Common Stock 34,819 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-032929 · wk-form4_1778272151.xml · nonDerivative · entry 1

BUCHI J KEVIN · CIK 0001209726 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,077

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
May 07, 2026 Filed May 8, 2026 20:26 UTC
Patel GautamDirector
Exercise / conversionRestricted Stock Units · Derivative 34,819 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032922 · wk-form4_1778272004.xml · derivative · entry 2

Patel Gautam · CIK 0001738054 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 34,819 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.

F2 · derivative.exercise_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

F2 · derivative.expiration_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

Read SEC document
May 07, 2026 Filed May 8, 2026 20:26 UTC
Patel GautamDirector
Exercise / conversionClass A Common Stock 34,819 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-032922 · wk-form4_1778272004.xml · nonDerivative · entry 1

Patel Gautam · CIK 0001738054 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,643,963

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
May 07, 2026 Filed May 8, 2026 20:23 UTC
Nark Ted CDirector
Exercise / conversionRestricted Stock Units · Derivative 34,819 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032910 · wk-form4_1778271816.xml · derivative · entry 2

Nark Ted C · CIK 0001316851 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 34,819 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.

F2 · derivative.exercise_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

F2 · derivative.expiration_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

Read SEC document
May 07, 2026 Filed May 8, 2026 20:23 UTC
Nark Ted CDirector
Exercise / conversionClass A Common Stock 34,819 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-032910 · wk-form4_1778271816.xml · nonDerivative · entry 1

Nark Ted C · CIK 0001316851 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 325,848

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
May 07, 2026 Filed May 8, 2026 20:22 UTC
Yanai ShlomoDirector
Exercise / conversionRestricted Stock Units · Derivative 34,819 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032904 · wk-form4_1778271725.xml · derivative · entry 2

Yanai Shlomo · CIK 0001562645 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 34,819 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.

F2 · derivative.exercise_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

F2 · derivative.expiration_date: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.

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May 07, 2026 Filed May 8, 2026 20:22 UTC
Yanai ShlomoDirector
Exercise / conversionClass A Common Stock 34,819 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-032904 · wk-form4_1778271725.xml · nonDerivative · entry 1

Yanai Shlomo · CIK 0001562645 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 320,804

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
May 06, 2026 Filed May 8, 2026 20:22 UTC GrantRestricted Stock Units · Derivative 30,837 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032907 · wk-form4_1778271772.xml · derivative · entry 3

MEISTER PAUL M · CIK 0001033876 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,837

Underlying: Class A Common Stock · 30,837 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

F3 · derivative.expiration_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

Read SEC document
May 06, 2026 Filed May 8, 2026 20:28 UTC GrantRestricted Stock Units · Derivative 19,824 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032925 · wk-form4_1778272102.xml · derivative · entry 3

Autor Deborah M. · CIK 0001884671 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,824

Underlying: Class A Common Stock · 19,824 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

F3 · derivative.expiration_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

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May 06, 2026 Filed May 8, 2026 20:27 UTC GrantRestricted Stock Units · Derivative 19,824 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032924 · wk-form4_1778272051.xml · derivative · entry 3

George Jeffrey P. · CIK 0001796789 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,824

Underlying: Class A Common Stock · 19,824 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

F3 · derivative.expiration_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

Read SEC document
May 06, 2026 Filed May 8, 2026 20:24 UTC
Kiely JohnDirector
GrantRestricted Stock Units · Derivative 19,824 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032911 · wk-form4_1778271857.xml · derivative · entry 3

Kiely John · CIK 0001781149 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,824

Underlying: Class A Common Stock · 19,824 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

F3 · derivative.expiration_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

Read SEC document
May 06, 2026 Filed May 8, 2026 20:29 UTC GrantRestricted Stock Units · Derivative 19,824 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032929 · wk-form4_1778272151.xml · derivative · entry 4

BUCHI J KEVIN · CIK 0001209726 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,824

Underlying: Class A Common Stock · 19,824 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of the stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

F3 · derivative.expiration_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of the stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

Read SEC document
May 06, 2026 Filed May 8, 2026 20:26 UTC
Patel GautamDirector
GrantRestricted Stock Units · Derivative 19,824 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032922 · wk-form4_1778272004.xml · derivative · entry 3

Patel Gautam · CIK 0001738054 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,824

Underlying: Class A Common Stock · 19,824 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

F3 · derivative.expiration_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

Read SEC document
May 06, 2026 Filed May 8, 2026 20:23 UTC
Nark Ted CDirector
GrantRestricted Stock Units · Derivative 19,824 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032910 · wk-form4_1778271816.xml · derivative · entry 3

Nark Ted C · CIK 0001316851 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,824

Underlying: Class A Common Stock · 19,824 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

F3 · derivative.expiration_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

Read SEC document
May 06, 2026 Filed May 8, 2026 20:22 UTC
Yanai ShlomoDirector
GrantRestricted Stock Units · Derivative 19,824 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-032904 · wk-form4_1778271725.xml · derivative · entry 3

Yanai Shlomo · CIK 0001562645 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,824

Underlying: Class A Common Stock · 19,824 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

F3 · derivative.expiration_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.

Read SEC document
March 04, 2026 Filed Mar 5, 2026 21:52 UTC
Patel ChintuDirector · Co-CEO
Exercise / conversionRestricted Stock Units · Derivative 92,593 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-015285 · wk-form4_1772747542.xml · derivative · entry 10

Patel Chintu · CIK 0001737428 · Director · Co-CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,185

Underlying: Class A Common Stock · 92,593 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F7 · derivative.exercise_date: On March 4, 2024, the reporting person was granted 370,370 restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date.

F7 · derivative.expiration_date: On March 4, 2024, the reporting person was granted 370,370 restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date.

Read SEC document
March 04, 2026 Filed Mar 5, 2026 21:52 UTC
Patel ChintuDirector · Co-CEO
Tax withholdingClass A Common Stock 28,983 $13.30 $385,473.90
Disclosure

SEC source: 0001628280-26-015285 · wk-form4_1772747542.xml · nonDerivative · entry 6

Patel Chintu · CIK 0001737428 · Director · Co-CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,388,521

F3 · shares: Represents shares of common stock withheld to satisfy tax withholding obligations relating to the vesting of restricted stock units.

Read SEC document
March 04, 2026 Filed Mar 5, 2026 21:52 UTC
Patel ChintuDirector · Co-CEO
Exercise / conversionClass A Common Stock 92,593 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-015285 · wk-form4_1772747542.xml · nonDerivative · entry 5

Patel Chintu · CIK 0001737428 · Director · Co-CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,417,504

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: Represents the gross number of shares of common stock awarded to the reporting person in connection with the vesting of restricted stock units. The actual number of shares issued was reduced by the number of shares withheld to satisfy tax withholding obligations. See footnote 3.

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
March 04, 2026 Filed Mar 5, 2026 21:51 UTC
Patel Chirag K.Director · President & Co-CEO
Exercise / conversionRestricted Stock Units · Derivative 92,593 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-015283 · wk-form4_1772747515.xml · derivative · entry 10

Patel Chirag K. · CIK 0001738701 · Director · President & Co-CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,185

Underlying: Class A Common Stock · 92,593 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F7 · derivative.exercise_date: On March 4, 2024, the reporting person was granted 370,370 restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date.

F7 · derivative.expiration_date: On March 4, 2024, the reporting person was granted 370,370 restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date.

Read SEC document
March 04, 2026 Filed Mar 5, 2026 21:51 UTC
Patel Chirag K.Director · President & Co-CEO
Tax withholdingClass A Common Stock 37,825 $13.30 $503,072.50
Disclosure

SEC source: 0001628280-26-015283 · wk-form4_1772747515.xml · nonDerivative · entry 6

Patel Chirag K. · CIK 0001738701 · Director · President & Co-CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,393,470

F3 · shares: Represents shares of common stock withheld to satisfy tax withholding obligations relating to the vesting of restricted stock units.

Read SEC document
March 04, 2026 Filed Mar 5, 2026 21:51 UTC
Patel Chirag K.Director · President & Co-CEO
Exercise / conversionClass A Common Stock 92,593 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-015283 · wk-form4_1772747515.xml · nonDerivative · entry 5

Patel Chirag K. · CIK 0001738701 · Director · President & Co-CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,431,295

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: Represents the gross number of shares of common stock awarded to the reporting person in connection with the vesting of restricted stock units. The actual number of shares issued was reduced by the number of shares withheld to satisfy tax withholding obligations. See footnote 3.

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
March 04, 2026 Filed Mar 5, 2026 21:32 UTC
Daly Jason B.EVP, Chief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 35,880 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-015241 · wk-form4_1772746340.xml · derivative · entry 15

Daly Jason B. · CIK 0001906486 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,760

Underlying: Class A Common Stock · 35,880 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F9 · derivative.exercise_date: On March 4, 2024, the reporting person was granted 143,519 restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date.

F9 · derivative.expiration_date: On March 4, 2024, the reporting person was granted 143,519 restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date.

Read SEC document
March 04, 2026 Filed Mar 5, 2026 21:32 UTC
Daly Jason B.EVP, Chief Legal Officer
Tax withholdingClass A Common Stock 15,580 $13.30 $207,214.00
Disclosure

SEC source: 0001628280-26-015241 · wk-form4_1772746340.xml · nonDerivative · entry 10

Daly Jason B. · CIK 0001906486 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 251,784

F3 · shares: Represents shares of common stock withheld to satisfy tax withholding obligations relating to the vesting of restricted stock units.

Read SEC document
March 04, 2026 Filed Mar 5, 2026 21:32 UTC
Daly Jason B.EVP, Chief Legal Officer
Exercise / conversionClass A Common Stock 35,880 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-015241 · wk-form4_1772746340.xml · nonDerivative · entry 9

Daly Jason B. · CIK 0001906486 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 267,364

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: Represents the gross number of shares of common stock awarded to the reporting person in connection with the vesting of restricted stock units. The actual number of shares issued was reduced by the number of shares withheld to satisfy tax withholding obligations. See footnote 3.

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
March 04, 2026 Filed Mar 5, 2026 21:31 UTC
Konidaris TasosExecutive Vice President & CFO
Exercise / conversionRestricted Stock Units · Derivative 49,982 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-015239 · wk-form4_1772746314.xml · derivative · entry 15

Konidaris Tasos · CIK 0001320982 · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,963

Underlying: Class A Common Stock · 49,982 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F9 · derivative.exercise_date: On March 4, 2024, the reporting person was granted 175,926 restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date.

F9 · derivative.expiration_date: On March 4, 2024, the reporting person was granted 175,926 restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date.

Read SEC document

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