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ASAN

Asana, Inc.

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4425
SEC CIK
0001477720
Parsed reports
463

Last 12 months

Inside the activity.

0 purchase rows · 37 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 2025011
Jan 202600
Feb 202600
Mar 202608
Apr 202600
May 202600
Jun 202609
Jul 202600
Aug 202601
Sep 202607
Oct 202601

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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
October 23, 2023 Filed Oct 25, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 123,547 $17.50 $2,162,072.50
Disclosure

SEC source: 0001209191-23-053559 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,661,421

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

Read SEC document
October 17, 2023 Filed Oct 18, 2023 20:19 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 52,175 $19.71 $1,028,369.25
Disclosure

SEC source: 0001209191-23-053075 · doc4.xml · nonDerivative · entry 3

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,537,874

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F4 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $19.47 to $19.89 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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October 17, 2023 Filed Oct 18, 2023 20:19 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 87,825 $19.03 $1,671,309.75
Disclosure

SEC source: 0001209191-23-053075 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,485,699

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $18.46 to $19.45 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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October 16, 2023 Filed Oct 18, 2023 20:19 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 140,000 $18.05 $2,527,000.00
Disclosure

SEC source: 0001209191-23-053075 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,397,874

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $17.54 to $18.49 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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October 13, 2023 Filed Oct 16, 2023 21:44 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 3,463 $18.53 $64,169.39
Disclosure

SEC source: 0001209191-23-052890 · doc4.xml · nonDerivative · entry 3

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,257,874

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F4 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $18.52 to $18.55 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
October 13, 2023 Filed Oct 16, 2023 21:44 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 204,339 $17.84 $3,645,407.76
Disclosure

SEC source: 0001209191-23-052890 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,254,411

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $17.50 to $18.49 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
October 12, 2023 Filed Oct 16, 2023 21:44 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 140,000 $18.11 $2,535,400.00
Disclosure

SEC source: 0001209191-23-052890 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,050,072

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $17.82 to $18.39 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
October 11, 2023 Filed Oct 12, 2023 20:25 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 140,000 $18.26 $2,556,400.00
Disclosure

SEC source: 0001209191-23-052695 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 46,910,072

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $18.02 to $18.48 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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October 10, 2023 Filed Oct 12, 2023 20:25 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 143,204 $17.88 $2,560,487.52
Disclosure

SEC source: 0001209191-23-052695 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 46,770,072

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $17.50 to $18.23 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 20:23 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 507,500 $17.45 $8,855,875.00
Disclosure

SEC source: 0001209191-23-052196 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 46,626,868

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $17.06 to $17.70 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
October 03, 2023 Filed Oct 5, 2023 20:23 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 507,500 $17.61 $8,937,075.00
Disclosure

SEC source: 0001209191-23-052196 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 46,119,368

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $17.49 to $18.42 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
September 28, 2023 Filed Sep 29, 2023 23:31 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 27,587 $18.61 $513,394.07
Disclosure

SEC source: 0001209191-23-050884 · doc4.xml · nonDerivative · entry 3

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,611,868

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F4 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $18.50 to $18.75 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
September 28, 2023 Filed Sep 29, 2023 23:31 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 129,132 $17.89 $2,310,171.48
Disclosure

SEC source: 0001209191-23-050884 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,584,281

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $17.50 to $18.49 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
September 28, 2023 Filed Sep 29, 2023 21:13 UTC
Wan Tim MChief Financial Officer
Exercise / conversionStock Option (right to buy) · Derivative 5,000 $0.00 Strike: $1.60 $0.00
Disclosure

SEC source: 0001209191-23-050870 · doc4.xml · derivative · entry 8

Wan Tim M · CIK 0001546605 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 775,899

Underlying: Class A Common Stock · 5,000 shares

Expires 2027-05-02

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

F6 · derivative.exercise_date: 1/4 of the shares subject to the option vested on January 17, 2018, and 1/48 of the shares vest monthly thereafter.

Read SEC document
September 28, 2023 Filed Sep 29, 2023 21:13 UTC
Wan Tim MChief Financial Officer
SaleClass A Common Stock 5,000 $17.76 $88,800.00
Disclosure

SEC source: 0001209191-23-050870 · doc4.xml · nonDerivative · entry 4

Wan Tim M · CIK 0001546605 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 779,553

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 20, 2023.

F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $17.50 to $18.21 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 this footnote.

Read SEC document
September 28, 2023 Filed Sep 29, 2023 21:13 UTC
Wan Tim MChief Financial Officer
Exercise / conversionClass A Common Stock 5,000 $1.60 $8,000.00
Disclosure

SEC source: 0001209191-23-050870 · doc4.xml · nonDerivative · entry 3

Wan Tim M · CIK 0001546605 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 784,553

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 27, 2023 Filed Sep 29, 2023 23:31 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 507,500 $17.47 $8,866,025.00
Disclosure

SEC source: 0001209191-23-050884 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,455,149

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $17.24 to $17.66 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
September 27, 2023 Filed Sep 29, 2023 21:13 UTC
Wan Tim MChief Financial Officer
Exercise / conversionStock Option (right to buy) · Derivative 5,000 $0.00 Strike: $1.60 $0.00
Disclosure

SEC source: 0001209191-23-050870 · doc4.xml · derivative · entry 7

Wan Tim M · CIK 0001546605 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 780,899

Underlying: Class A Common Stock · 5,000 shares

Expires 2027-05-02

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

F6 · derivative.exercise_date: 1/4 of the shares subject to the option vested on January 17, 2018, and 1/48 of the shares vest monthly thereafter.

Read SEC document
September 27, 2023 Filed Sep 29, 2023 21:13 UTC
Wan Tim MChief Financial Officer
SaleClass A Common Stock 5,000 $17.47 $87,350.00
Disclosure

SEC source: 0001209191-23-050870 · doc4.xml · nonDerivative · entry 2

Wan Tim M · CIK 0001546605 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 779,553

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 20, 2023.

F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $17.27 to $17.55 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 this footnote.

Read SEC document
September 27, 2023 Filed Sep 29, 2023 21:13 UTC
Wan Tim MChief Financial Officer
Exercise / conversionClass A Common Stock 5,000 $1.60 $8,000.00
Disclosure

SEC source: 0001209191-23-050870 · doc4.xml · nonDerivative · entry 1

Wan Tim M · CIK 0001546605 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 784,553

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 26, 2023 Filed Sep 27, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 507,500 $17.27 $8,764,525.00
Disclosure

SEC source: 0001209191-23-050654 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,947,649

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $16.95 to $17.51 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
September 25, 2023 Filed Sep 27, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 507,500 $17.10 $8,678,250.00
Disclosure

SEC source: 0001209191-23-050654 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,440,149

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $16.84 to $17.37 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
September 21, 2023 Filed Sep 22, 2023 21:40 UTC
LACEY ELEANOR BGC, Corporate Secretary
SaleClass A Common Stock 1,144 $17.04 $19,493.76
Disclosure

SEC source: 0001209191-23-050407 · doc4.xml · nonDerivative · entry 2

LACEY ELEANOR B · CIK 0001242726 · GC, Corporate Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 236,389

F2 · kind: This sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan, adopted December 29, 2022.

Read SEC document
September 20, 2023 Filed Sep 22, 2023 17:42 UTC
Raimondi AnneChief Operating Officer
SaleClass A Common Stock 39,701 $17.54 $696,514.34
Disclosure

SEC source: 0001209191-23-050409 · doc4.xml · nonDerivative · entry 1

Raimondi Anne · CIK 0001606158 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 519,681

F1 · shares: The sale reported on this Form 4 was effected pursuant to the Issuer's policy requiring sell-to-cover to satisfy certain tax obligations of the Reporting Person incurred with the vesting and settlement of certain Restricted Stock Units (RSUs).

F2 · balance_after: Includes 40 shares of Class A Common Stock acquired pursuant to the Asana, Inc. 2020 Employee Stock Purchase Plan ("ESPP"), for the purchase period of March 16, 2023 to September 15, 2023. This transaction is exempt from Rule 16b-3(c). In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of Issuer's Class A Common Stock on September 15, 2023.

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September 20, 2023 Filed Sep 22, 2023 21:41 UTC
Wan Tim MChief Financial Officer
SaleClass A Common Stock 14,232 $17.54 $249,686.21
Disclosure

SEC source: 0001209191-23-050408 · doc4.xml · nonDerivative · entry 1

Wan Tim M · CIK 0001546605 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 779,553

F1 · shares: The sales reported on this Form 4 were effected pursuant to the Issuer's policy requiring sell-to-cover to satisfy certain tax obligations of the Reporting Person incurred with the vesting and settlement of certain Restricted Stock Units (RSUs).

Read SEC document
September 20, 2023 Filed Sep 22, 2023 21:40 UTC
LACEY ELEANOR BGC, Corporate Secretary
SaleClass A Common Stock 3,882 $17.54 $68,105.81
Disclosure

SEC source: 0001209191-23-050407 · doc4.xml · nonDerivative · entry 1

LACEY ELEANOR B · CIK 0001242726 · GC, Corporate Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 237,533

F1 · shares: This sale reported on this Form 4 was effected pursuant to the Issuer's policy requiring sell-to-cover to satisfy certain tax obligations of the Reporting Person incurred with the vesting and settlement of certain Restricted Stock Units (RSUs).

Read SEC document
September 19, 2023 Filed Sep 20, 2023 20:09 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 507,500 $17.71 $8,987,825.00
Disclosure

SEC source: 0001209191-23-050143 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,932,649

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $17.42 to $18.25 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
September 18, 2023 Filed Sep 20, 2023 20:09 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 507,500 $18.37 $9,322,775.00
Disclosure

SEC source: 0001209191-23-050143 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,425,149

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $17.82 to $18.58 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
September 11, 2023 Filed Sep 12, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 80,000 $20.39 $1,631,200.00
Disclosure

SEC source: 0001209191-23-049111 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,917,649

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $20.13 to $20.76 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
September 11, 2023 Filed Sep 29, 2023 23:45 UTC
Rosenstein JustinDirector · 10% owner
GiftClass B Common Stock · Derivative 380,140 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-050889 · doc4.xml · derivative · entry 1

Rosenstein Justin · CIK 0001823099 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,413,990

Underlying: Class A Common Stock · 380,140 shares

Expires not disclosed

F1 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date.

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date.

F2 · kind: The Reporting Person received the shares as a gift from Justin Rosenstein Trust 2.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date.

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September 11, 2023 Filed Sep 29, 2023 23:43 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
GiftClass B Common Stock · Derivative 380,140 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-050886 · doc4.xml · derivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 380,140 shares

Expires not disclosed

F1 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date.

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date.

F2 · kind: The Reporting Person transferred the shares as a gift to Justin Rosenstein.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date.

F3 · balance_after: Reflects an exempt transfer of 539,719 shares from Justin Rosenstein Trust 2 to Justin Rosenstein Trust.

F4 · ownership.nature: The shares are held of record by Justin Rosenstein Trust 2. Dustin Moskovitz is the trustee of the Justin Rosenstein Trust 2 and may be deemed to have voting power and dispositive power over the shares held by the trust.

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September 08, 2023 Filed Sep 12, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 474,847 $20.03 $9,511,185.41
Disclosure

SEC source: 0001209191-23-049111 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,837,649

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $19.93 to $20.49 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 31, 2023 Filed Sep 1, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 80,000 $21.76 $1,740,800.00
Disclosure

SEC source: 0001209191-23-047962 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,362,802

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $21.51 to $21.97 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 30, 2023 Filed Sep 1, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 80,000 $21.47 $1,717,600.00
Disclosure

SEC source: 0001209191-23-047962 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,282,802

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $21.17 to $21.78 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 28, 2023 Filed Aug 29, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 80,000 $21.80 $1,744,000.00
Disclosure

SEC source: 0001209191-23-047600 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,202,802

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $21.46 to $22.20 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 25, 2023 Filed Aug 29, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 80,000 $21.27 $1,701,600.00
Disclosure

SEC source: 0001209191-23-047600 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,122,802

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $20.87 to $21.62 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 23, 2023 Filed Aug 24, 2023 21:51 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 80,000 $21.85 $1,748,000.00
Disclosure

SEC source: 0001209191-23-047240 · doc4.xml · nonDerivative · entry 3

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,042,802

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F4 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $21.53 to $22.17 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 22, 2023 Filed Aug 24, 2023 21:51 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 15,051 $22.15 $333,379.65
Disclosure

SEC source: 0001209191-23-047240 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,962,802

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $22.00 to $22.30 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 22, 2023 Filed Aug 24, 2023 21:51 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 64,949 $21.50 $1,396,403.50
Disclosure

SEC source: 0001209191-23-047240 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,947,751

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $21.00 to $21.99 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 18, 2023 Filed Aug 21, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 28,313 $20.35 $576,169.55
Disclosure

SEC source: 0001209191-23-046708 · doc4.xml · nonDerivative · entry 3

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,882,802

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F4 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $20.29 to $20.52 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 18, 2023 Filed Aug 21, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 154,186 $19.79 $3,051,340.94
Disclosure

SEC source: 0001209191-23-046708 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,854,489

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $19.29 to $20.28 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 17, 2023 Filed Aug 21, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 507,500 $20.02 $10,160,150.00
Disclosure

SEC source: 0001209191-23-046708 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,700,303

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $19.98 to $20.28 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 10, 2023 Filed Aug 11, 2023 20:19 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 80,000 $21.98 $1,758,400.00
Disclosure

SEC source: 0001209191-23-045438 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,192,803

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $21.37 to $22.31 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 09, 2023 Filed Aug 11, 2023 20:19 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 80,000 $21.49 $1,719,200.00
Disclosure

SEC source: 0001209191-23-045438 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,112,803

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $20.93 to $21.88 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
August 08, 2023 Filed Aug 9, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 80,000 $21.27 $1,701,600.00
Disclosure

SEC source: 0001209191-23-045178 · doc4.xml · nonDerivative · entry 2

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,032,803

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $21.06 to $21.49 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 07, 2023 Filed Aug 9, 2023 20:30 UTC
Moskovitz Dustin A.Director · President, CEO, & Chair · 10% owner
PurchaseClass A Common Stock 80,000 $21.82 $1,745,600.00
Disclosure

SEC source: 0001209191-23-045178 · doc4.xml · nonDerivative · entry 1

Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 40,952,803

F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 9, 2023.

F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $21.40 to $22.07 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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August 01, 2023 Filed Aug 3, 2023 17:26 UTC GrantClass A Common Stock 432 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-044508 · doc4.xml · nonDerivative · entry 1

Singh Amit K. · CIK 0001756093 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,509

F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended July 31, 2023. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on July 31, 2023. Pursuant to the Issuer's Directors' Deferred Compensation Plan, the Reporting Person elected to defer the receipt of such shares to a future date in accordance with the terms of such plan and the Reporting Person's plan election.

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August 01, 2023 Filed Aug 3, 2023 21:28 UTC GrantClass A Common Stock 604 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-044510 · doc4.xml · nonDerivative · entry 1

NORRINGTON LORRIE M · CIK 0001188898 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,607

F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended July 31, 2023. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on July 31, 2023. Pursuant to the Issuer's Directors' Deferred Compensation Plan, the Reporting Person elected to defer the receipt of such shares to a future date in accordance with the terms of such plan and the Reporting Person's plan election.

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August 01, 2023 Filed Aug 3, 2023 21:24 UTC GrantClass A Common Stock 308 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-044503 · doc4.xml · nonDerivative · entry 1

D'Angelo Adam · CIK 0001823077 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,825

F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended July 31, 2023. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on July 31, 2023.

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August 01, 2023 Filed Aug 3, 2023 21:22 UTC
Cohler MattDirector
GrantClass A Common Stock 347 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-044501 · doc4.xml · nonDerivative · entry 1

Cohler Matt · CIK 0001572685 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,578

F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended July 31, 2023. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on July 31, 2023.

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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.