Tapewire

Nasdaq · USD

APPN

APPIAN CORP

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Tapewire entity
4256
SEC CIK
0001441683
Parsed reports
691

Last 12 months

Inside the activity.

2 purchase rows · 13 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202620
Jun 202601
Jul 202602
Aug 202604
Sep 202603
Oct 202602

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
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 1,900 $154.27 $293,113.00
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 15

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,535

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F15 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $154.00 to $154.81, inclusive.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 300 $159.50 $47,850.00
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 14

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,435

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 1,600 $153.47 $245,552.00
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 13

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,735

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F14 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.00 to $153.95, inclusive.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 628 $161.27 $101,277.56
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 12

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,335

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F13 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $161.00 to $161.70, inclusive.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 1,100 $152.54 $167,794.00
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 11

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,963

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $152.00 to $152.98, inclusive.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 300 $162.70 $48,810.00
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 10

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,063

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $162.15 to $163.00, inclusive.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 2,094 $150.93 $316,047.42
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 9

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,363

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.50 to $151.42, inclusive.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 200 $163.93 $32,786.00
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 8

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,457

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $163.49 to $164.36, inclusive.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 3,400 $149.76 $509,184.00
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 7

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,657

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $149.36 to $150.18, inclusive.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 6,771 $148.62 $1,006,306.02
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 6

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,057

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $148.20 to $149.15, inclusive.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 1,100 $164.96 $181,456.00
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 5

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,828

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $164.59 to $165.19, inclusive.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 3,974 $147.80 $587,357.20
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 4

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,928

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $147.19 to $148.18, inclusive.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 400 $165.93 $66,372.00
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 3

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,902

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $165.70 to $166.25, inclusive.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 2,000 $146.61 $293,220.00
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 2

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,302

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $146.18 to $147.16, inclusive.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 16:01 UTC
Kramer Robert CharlesDirector · General Manager
SaleClass A Common Stock 4,314 $145.74 $628,722.36
Disclosure

SEC source: 0001441683-21-000006 · wf-form4_160988047103700.xml · nonDerivative · entry 1

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,302

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 8, 2020.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.09 to $146.08, inclusive. The Reporting Person undertakes to provide to Appian Corporation, any security holder of Appian Corporation, 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 range set forth in footnotes (2) - (18).

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January 01, 2021 Filed Jan 4, 2021 16:59 UTC GrantClass A Common Stock 192 $0.00 $0.00
Disclosure

SEC source: 0001441683-21-000001 · wf-form4_160979756821079.xml · nonDerivative · entry 1

Biddle Albert G.W. III · CIK 0001707248 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,635

F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020.

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January 01, 2021 Filed Jan 4, 2021 17:02 UTC GrantClass A Common Stock 192 $0.00 $0.00
Disclosure

SEC source: 0001441683-21-000005 · wf-form4_160979772366849.xml · nonDerivative · entry 1

Boccassam Prashanth · CIK 0001706771 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,337

F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020.

Read SEC document
January 01, 2021 Filed Jan 4, 2021 22:01 UTC GrantClass A Common Stock 192 $0.00 $0.00
Disclosure

SEC source: 0001441683-21-000004 · wf-form4_160979768742782.xml · nonDerivative · entry 1

Kilberg Bobbie G · CIK 0001362638 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 192

F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020.

Read SEC document
January 01, 2021 Filed Jan 4, 2021 22:01 UTC GrantClass A Common Stock 192 $0.00 $0.00
Disclosure

SEC source: 0001441683-21-000003 · wf-form4_160979765409351.xml · nonDerivative · entry 1

Devine Michael G · CIK 0001435102 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,845

F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020.

Read SEC document
January 01, 2021 Filed Jan 4, 2021 22:00 UTC GrantClass A Common Stock 192 $0.00 $0.00
Disclosure

SEC source: 0001441683-21-000002 · wf-form4_160979761337876.xml · nonDerivative · entry 1

Mulligan Michael J. · CIK 0001706773 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,447

F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020.

Read SEC document
December 29, 2020 Filed Dec 30, 2020 21:26 UTC
Winters ChristopherGeneral Counsel
ConversionClass B Common Stock · Derivative 8,000 $0.00 $0.00
Disclosure

SEC source: 0001441683-20-000141 · wf-form4_160936357401997.xml · derivative · entry 4

Winters Christopher · CIK 0001706796 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 8,000 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3))

F3 · derivative.exercise_price: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3))

F3 · derivative.exercise_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3))

F3 · derivative.expiration_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

Read SEC document
December 29, 2020 Filed Dec 30, 2020 21:26 UTC
Winters ChristopherGeneral Counsel
Exercise / conversionClass B Common Stock · Derivative 8,000 $7.03 $56,240.00
Disclosure

SEC source: 0001441683-20-000141 · wf-form4_160936357401997.xml · derivative · entry 3

Winters Christopher · CIK 0001706796 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,000

Underlying: Class A Common Stock · 8,000 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3))

F3 · derivative.exercise_price: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3))

F3 · derivative.exercise_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3))

F3 · derivative.expiration_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

Read SEC document
December 29, 2020 Filed Dec 30, 2020 21:26 UTC
Winters ChristopherGeneral Counsel
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 8,000 $0.00 Strike: $7.03 $0.00
Disclosure

SEC source: 0001441683-20-000141 · wf-form4_160936357401997.xml · derivative · entry 2

Winters Christopher · CIK 0001706796 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,896

Underlying: Class B Common Stock · 8,000 shares

Expires 2025-11-17

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.

F4 · derivative.exercise_date: Fully vested.

Read SEC document
December 29, 2020 Filed Dec 30, 2020 21:26 UTC
Winters ChristopherGeneral Counsel
ConversionClass A Common Stock 8,000 $0.00 $0.00
Disclosure

SEC source: 0001441683-20-000141 · wf-form4_160936357401997.xml · nonDerivative · entry 1

Winters Christopher · CIK 0001706796 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,050

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 · kind: Pursuant to the terms of the Class B Common Stock, the Reporting Person converted shares of Class B Common Stock into shares of Class A Common Stock.

F2 · price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3))

F3 · price: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

Read SEC document
December 21, 2020 Filed Dec 24, 2020 01:34 UTC GiftClass A Common Stock 122,204 $0.00 $0.00
Disclosure

SEC source: 0000904454-20-000835 · edgar.xml · nonDerivative · entry 3

Abdiel Capital Management, LLC · CIK 0001659179 · 10% owner

Abdiel Qualified Master Fund LP · CIK 0001508239 · 10% owner

Abdiel Capital LP · CIK 0001362771 · 10% owner

Abdiel Capital Advisors, LP · CIK 0001578684 · 10% owner

Moran Colin T. · CIK 0001659198 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Colin T. Moran

Disclosed balance after: 0

F4 · kind: On December 21, 2021, Colin T. Morin made a charitable gift of 122,204 shares.

F4 · price: On December 21, 2021, Colin T. Morin made a charitable gift of 122,204 shares.

F3 · balance_after: Shares directly held by Colin T. Moran.

Read SEC document
December 21, 2020 Filed Dec 24, 2020 01:34 UTC OtherClass A Common Stock 122,204 $0.00 $0.00
Disclosure

SEC source: 0000904454-20-000835 · edgar.xml · nonDerivative · entry 2

Abdiel Capital Management, LLC · CIK 0001659179 · 10% owner

Abdiel Qualified Master Fund LP · CIK 0001508239 · 10% owner

Abdiel Capital LP · CIK 0001362771 · 10% owner

Abdiel Capital Advisors, LP · CIK 0001578684 · 10% owner

Moran Colin T. · CIK 0001659198 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Colin T. Moran

Disclosed balance after: 122,204

F1 · kind: Distribution in kind of shares of Common Stock by Abdiel Qualified Master Fund, L.P. to two of its limited partners, to satisfy such limited partners' partial redemption of their respective interests in the partnership.

F1 · price: Distribution in kind of shares of Common Stock by Abdiel Qualified Master Fund, L.P. to two of its limited partners, to satisfy such limited partners' partial redemption of their respective interests in the partnership.

F3 · balance_after: Shares directly held by Colin T. Moran.

Read SEC document
December 21, 2020 Filed Dec 24, 2020 01:34 UTC OtherClass A Common Stock 203,674 $0.00 $0.00
Disclosure

SEC source: 0000904454-20-000835 · edgar.xml · nonDerivative · entry 1

Abdiel Capital Management, LLC · CIK 0001659179 · 10% owner

Abdiel Qualified Master Fund LP · CIK 0001508239 · 10% owner

Abdiel Capital LP · CIK 0001362771 · 10% owner

Abdiel Capital Advisors, LP · CIK 0001578684 · 10% owner

Moran Colin T. · CIK 0001659198 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Abdiel Qualified Master Fund, LP

Disclosed balance after: 6,131,078

F1 · kind: Distribution in kind of shares of Common Stock by Abdiel Qualified Master Fund, L.P. to two of its limited partners, to satisfy such limited partners' partial redemption of their respective interests in the partnership.

F1 · price: Distribution in kind of shares of Common Stock by Abdiel Qualified Master Fund, L.P. to two of its limited partners, to satisfy such limited partners' partial redemption of their respective interests in the partnership.

F2 · balance_after: This share number represents the aggregated holdings of Abdiel Qualified Master Fund, LP ("AQMF") and Abdiel Capital, LP ("ACLP"). Abdiel Capital Management, LLC is the general partner of AQMF and ACLP, and Abdiel Capital Advisors, LP serves as the investment manager of AQMF and ACLP. Colin T. Moran is the managing member of Abdiel Capital Management, LLC and Abdiel Capital Partners, LLC, which is the general partner of Abdiel Capital Advisors, LP. By virtue of the foregoing relationships, each of the reporting persons may be deemed to beneficially own the securities held by AQMF and ACLP. Each reporting person disclaims beneficial ownership of such securities, except to the extent of its or his pecuniary interest therein.

Read SEC document
December 14, 2020 Filed Dec 15, 2020 16:15 UTC
Kramer Robert CharlesDirector · General Manager
ConversionClass B Common Stock · Derivative 2,000 $0.00 $0.00
Disclosure

SEC source: 0001441683-20-000140 · wf-form4_160806693835488.xml · derivative · entry 5

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,000 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (4))

F4 · derivative.exercise_price: (continued from Footnote (3)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (4))

F4 · derivative.exercise_date: (continued from Footnote (3)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (4))

F4 · derivative.expiration_date: (continued from Footnote (3)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

Read SEC document
December 14, 2020 Filed Dec 15, 2020 16:15 UTC
Kramer Robert CharlesDirector · General Manager
Exercise / conversionClass B Common Stock · Derivative 2,000 $1.16 $2,320.00
Disclosure

SEC source: 0001441683-20-000140 · wf-form4_160806693835488.xml · derivative · entry 4

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Class A Common Stock · 2,000 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (4))

F4 · derivative.exercise_price: (continued from Footnote (3)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (4))

F4 · derivative.exercise_date: (continued from Footnote (3)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (4))

F4 · derivative.expiration_date: (continued from Footnote (3)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

Read SEC document
December 14, 2020 Filed Dec 15, 2020 16:15 UTC
Kramer Robert CharlesDirector · General Manager
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 2,000 $0.00 Strike: $1.16 $0.00
Disclosure

SEC source: 0001441683-20-000140 · wf-form4_160806693835488.xml · derivative · entry 3

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,815

Underlying: Class B Common Stock · 2,000 shares

Expires 2022-01-27

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.

F5 · derivative.exercise_date: Fully vested.

Read SEC document
December 14, 2020 Filed Dec 15, 2020 16:15 UTC
Kramer Robert CharlesDirector · General Manager
ConversionClass A Common Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0001441683-20-000140 · wf-form4_160806693835488.xml · nonDerivative · entry 2

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,616

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 · kind: Pursuant to the terms of the Class B Common Stock, the Reporting Person converted shares of Class B Common Stock into shares of Class A Common Stock.

F3 · price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (4))

F4 · price: (continued from Footnote (3)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

Read SEC document
December 10, 2020 Filed Dec 15, 2020 16:15 UTC
Kramer Robert CharlesDirector · General Manager
GiftClass A Common Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0001441683-20-000140 · wf-form4_160806693835488.xml · nonDerivative · entry 1

Kramer Robert Charles · CIK 0001707249 · Director · General Manager

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,616

F1 · price: On December 10, 2020, the reporting person gifted without the receipt of consideration 2,000 shares of the Issuer's Class A common stock to a third party charitable donor advised fund. The reporting person has no pecuniary interest in the donor advised fund and no beneficial ownership of such shares. The donor retains no voting or investment rights with respect to the shares gifted.

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December 09, 2020 Filed Dec 10, 2020 21:02 UTC
Calkins Matthew WDirector · CEO and President · 10% owner
ConversionClass B Common Stock · Derivative 75,000 $0.00 $0.00
Disclosure

SEC source: 0001441683-20-000138 · wf-form4_160763411462784.xml · derivative · entry 27

Calkins Matthew W · CIK 0001309192 · Director · CEO and President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 20,274,710

Underlying: Class A Common Stock · 75,000 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3))

F3 · derivative.exercise_price: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

F1 · kind: Pursuant to the terms of the Class B Common Stock, the Reporting Person converted shares of Class B Common Stock into shares of Class A Common Stock.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3))

F3 · derivative.exercise_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3))

F3 · derivative.expiration_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

F4 · ownership.nature: The reportable securities are owned directly by Calkins Family LLC ("Family"). The Reporting Person serves as the managing member of Family.

Read SEC document
December 09, 2020 Filed Dec 10, 2020 21:02 UTC
Calkins Matthew WDirector · CEO and President · 10% owner
SaleClass A Common Stock 122 $155.64 $18,988.08
Disclosure

SEC source: 0001441683-20-000138 · wf-form4_160763411462784.xml · nonDerivative · entry 25

Calkins Matthew W · CIK 0001309192 · Director · CEO and President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F27 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $155.62 to $155.71, inclusive.

F4 · ownership.nature: The reportable securities are owned directly by Calkins Family LLC ("Family"). The Reporting Person serves as the managing member of Family.

Read SEC document
December 09, 2020 Filed Dec 10, 2020 21:02 UTC
Calkins Matthew WDirector · CEO and President · 10% owner
SaleClass A Common Stock 1,500 $154.81 $232,215.00
Disclosure

SEC source: 0001441683-20-000138 · wf-form4_160763411462784.xml · nonDerivative · entry 24

Calkins Matthew W · CIK 0001309192 · Director · CEO and President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 122

F26 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $154.57 to $155.24, inclusive.

F4 · ownership.nature: The reportable securities are owned directly by Calkins Family LLC ("Family"). The Reporting Person serves as the managing member of Family.

Read SEC document
December 09, 2020 Filed Dec 10, 2020 21:02 UTC
Calkins Matthew WDirector · CEO and President · 10% owner
SaleClass A Common Stock 1,721 $153.96 $264,965.16
Disclosure

SEC source: 0001441683-20-000138 · wf-form4_160763411462784.xml · nonDerivative · entry 23

Calkins Matthew W · CIK 0001309192 · Director · CEO and President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 1,622

F25 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.46 to $154.28, inclusive.

F4 · ownership.nature: The reportable securities are owned directly by Calkins Family LLC ("Family"). The Reporting Person serves as the managing member of Family.

Read SEC document
December 09, 2020 Filed Dec 10, 2020 21:02 UTC
Calkins Matthew WDirector · CEO and President · 10% owner
SaleClass A Common Stock 2,207 $152.62 $336,832.34
Disclosure

SEC source: 0001441683-20-000138 · wf-form4_160763411462784.xml · nonDerivative · entry 22

Calkins Matthew W · CIK 0001309192 · Director · CEO and President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 3,343

F24 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $152.26 to $153.19, inclusive.

F4 · ownership.nature: The reportable securities are owned directly by Calkins Family LLC ("Family"). The Reporting Person serves as the managing member of Family.

Read SEC document
December 09, 2020 Filed Dec 10, 2020 21:02 UTC
Calkins Matthew WDirector · CEO and President · 10% owner
SaleClass A Common Stock 2,533 $151.19 $382,964.27
Disclosure

SEC source: 0001441683-20-000138 · wf-form4_160763411462784.xml · nonDerivative · entry 21

Calkins Matthew W · CIK 0001309192 · Director · CEO and President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 5,550

F23 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.00 to $151.51, inclusive.

F4 · ownership.nature: The reportable securities are owned directly by Calkins Family LLC ("Family"). The Reporting Person serves as the managing member of Family.

Read SEC document
December 09, 2020 Filed Dec 10, 2020 21:02 UTC
Calkins Matthew WDirector · CEO and President · 10% owner
SaleClass A Common Stock 3,040 $150.51 $457,550.40
Disclosure

SEC source: 0001441683-20-000138 · wf-form4_160763411462784.xml · nonDerivative · entry 20

Calkins Matthew W · CIK 0001309192 · Director · CEO and President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 8,083

F22 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.00 to $150.92, inclusive.

F4 · ownership.nature: The reportable securities are owned directly by Calkins Family LLC ("Family"). The Reporting Person serves as the managing member of Family.

Read SEC document
December 09, 2020 Filed Dec 10, 2020 21:02 UTC
Calkins Matthew WDirector · CEO and President · 10% owner
SaleClass A Common Stock 11,006 $149.42 $1,644,516.52
Disclosure

SEC source: 0001441683-20-000138 · wf-form4_160763411462784.xml · nonDerivative · entry 19

Calkins Matthew W · CIK 0001309192 · Director · CEO and President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 11,123

F21 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $149.00 to $149.90, inclusive.

F4 · ownership.nature: The reportable securities are owned directly by Calkins Family LLC ("Family"). The Reporting Person serves as the managing member of Family.

Read SEC document
December 09, 2020 Filed Dec 10, 2020 21:02 UTC
Calkins Matthew WDirector · CEO and President · 10% owner
SaleClass A Common Stock 16,725 $148.44 $2,482,659.00
Disclosure

SEC source: 0001441683-20-000138 · wf-form4_160763411462784.xml · nonDerivative · entry 18

Calkins Matthew W · CIK 0001309192 · Director · CEO and President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 22,129

F20 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $148.00 to $148.95, inclusive.

F4 · ownership.nature: The reportable securities are owned directly by Calkins Family LLC ("Family"). The Reporting Person serves as the managing member of Family.

Read SEC document
December 09, 2020 Filed Dec 10, 2020 21:02 UTC
Calkins Matthew WDirector · CEO and President · 10% owner
SaleClass A Common Stock 3,495 $147.49 $515,477.55
Disclosure

SEC source: 0001441683-20-000138 · wf-form4_160763411462784.xml · nonDerivative · entry 17

Calkins Matthew W · CIK 0001309192 · Director · CEO and President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 38,854

F19 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $147.00 to $147.97, inclusive.

F4 · ownership.nature: The reportable securities are owned directly by Calkins Family LLC ("Family"). The Reporting Person serves as the managing member of Family.

Read SEC document
December 09, 2020 Filed Dec 10, 2020 21:02 UTC
Calkins Matthew WDirector · CEO and President · 10% owner
SaleClass A Common Stock 11,433 $146.34 $1,673,105.22
Disclosure

SEC source: 0001441683-20-000138 · wf-form4_160763411462784.xml · nonDerivative · entry 16

Calkins Matthew W · CIK 0001309192 · Director · CEO and President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 42,349

F18 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $146.00 to $146.99, inclusive.

F4 · ownership.nature: The reportable securities are owned directly by Calkins Family LLC ("Family"). The Reporting Person serves as the managing member of Family.

Read SEC document
December 09, 2020 Filed Dec 10, 2020 21:02 UTC
Calkins Matthew WDirector · CEO and President · 10% owner
SaleClass A Common Stock 21,218 $145.46 $3,086,370.28
Disclosure

SEC source: 0001441683-20-000138 · wf-form4_160763411462784.xml · nonDerivative · entry 15

Calkins Matthew W · CIK 0001309192 · Director · CEO and President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 53,782

F17 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.00 to $145.99, inclusive.

F4 · ownership.nature: The reportable securities are owned directly by Calkins Family LLC ("Family"). The Reporting Person serves as the managing member of Family.

Read SEC document
December 09, 2020 Filed Dec 10, 2020 21:02 UTC
Calkins Matthew WDirector · CEO and President · 10% owner
ConversionClass A Common Stock 75,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001441683-20-000138 · wf-form4_160763411462784.xml · nonDerivative · entry 14

Calkins Matthew W · CIK 0001309192 · Director · CEO and President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 75,000

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 · kind: Pursuant to the terms of the Class B Common Stock, the Reporting Person converted shares of Class B Common Stock into shares of Class A Common Stock.

F2 · price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3))

F3 · price: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued.

F4 · ownership.nature: The reportable securities are owned directly by Calkins Family LLC ("Family"). The Reporting Person serves as the managing member of Family.

Read SEC document
December 08, 2020 Filed Dec 9, 2020 16:36 UTC SaleClass A Common Stock 100 $162.51 $16,251.00
Disclosure

SEC source: 0001441683-20-000136 · wf-form4_160754978362453.xml · nonDerivative · entry 7

Biddle Albert G.W. III · CIK 0001707248 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 100,000

F2 · ownership.nature: The reported securities are owned directly by Jack Biddle, Inc. ("JBI"). The Reporting Person is the president of JBI.

Read SEC document
December 08, 2020 Filed Dec 9, 2020 16:36 UTC SaleClass A Common Stock 1,300 $159.13 $206,869.00
Disclosure

SEC source: 0001441683-20-000136 · wf-form4_160754978362453.xml · nonDerivative · entry 6

Biddle Albert G.W. III · CIK 0001707248 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 100,100

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $158.71 to $159.49, inclusive.

F2 · ownership.nature: The reported securities are owned directly by Jack Biddle, Inc. ("JBI"). The Reporting Person is the president of JBI.

Read SEC document
December 08, 2020 Filed Dec 9, 2020 16:36 UTC SaleClass A Common Stock 3,165 $158.03 $500,164.95
Disclosure

SEC source: 0001441683-20-000136 · wf-form4_160754978362453.xml · nonDerivative · entry 5

Biddle Albert G.W. III · CIK 0001707248 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 101,400

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $157.60 to $158.50, inclusive.

F2 · ownership.nature: The reported securities are owned directly by Jack Biddle, Inc. ("JBI"). The Reporting Person is the president of JBI.

Read SEC document
December 08, 2020 Filed Dec 9, 2020 16:36 UTC SaleClass A Common Stock 1,300 $157.23 $204,399.00
Disclosure

SEC source: 0001441683-20-000136 · wf-form4_160754978362453.xml · nonDerivative · entry 4

Biddle Albert G.W. III · CIK 0001707248 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 104,565

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $156.57 to $157.54, inclusive.

F2 · ownership.nature: The reported securities are owned directly by Jack Biddle, Inc. ("JBI"). The Reporting Person is the president of JBI.

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December 08, 2020 Filed Dec 9, 2020 16:36 UTC SaleClass A Common Stock 900 $155.27 $139,743.00
Disclosure

SEC source: 0001441683-20-000136 · wf-form4_160754978362453.xml · nonDerivative · entry 3

Biddle Albert G.W. III · CIK 0001707248 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 105,865

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $154.90 to $155.83, inclusive.

F2 · ownership.nature: The reported securities are owned directly by Jack Biddle, Inc. ("JBI"). The Reporting Person is the president of JBI.

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