Tapewire

NYSE · USD

BILL

BILL Holdings, Inc.

Export transactions ↓
Tapewire entity
3940
SEC CIK
0001786352
Parsed reports
638

Last 12 months

Inside the activity.

0 purchase rows · 17 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202603
Jun 202600
Jul 202600
Aug 202601
Sep 2026012
Oct 202600

Latest available

Insider transactions

JSON API
Reset

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 28, 2024 Filed Aug 29, 2024 21:33 UTC Exercise / conversionRestricted Stock Unit · Derivative 2,612 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022576 · form4-08292024_090829.xml · derivative · entry 11

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,353

Underlying: Common Stock · 2,612 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F8 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F8 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:33 UTC Exercise / conversionRestricted Stock Unit · Derivative 4,287 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022576 · form4-08292024_090829.xml · derivative · entry 10

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,297

Underlying: Common Stock · 4,287 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:33 UTC Exercise / conversionRestricted Stock Unit · Derivative 2,188 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022576 · form4-08292024_090829.xml · derivative · entry 9

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,937

Underlying: Common Stock · 2,188 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F6 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:33 UTC Exercise / conversionRestricted Stock Unit · Derivative 1,114 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022576 · form4-08292024_090829.xml · derivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,457

Underlying: Common Stock · 1,114 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

F5 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:33 UTC Tax withholdingCommon Stock 6,131 $52.31 $320,712.61
Disclosure

SEC source: 0001415889-24-022576 · form4-08292024_090829.xml · nonDerivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,864

F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:33 UTC Exercise / conversionCommon Stock 1,894 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022576 · form4-08292024_090829.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,995

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 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:33 UTC Exercise / conversionCommon Stock 2,612 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022576 · form4-08292024_090829.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,101

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:33 UTC Exercise / conversionCommon Stock 4,287 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022576 · form4-08292024_090829.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,489

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:33 UTC Exercise / conversionCommon Stock 2,188 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022576 · form4-08292024_090829.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,202

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:33 UTC Exercise / conversionCommon Stock 1,114 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022576 · form4-08292024_090829.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,014

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:43 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionPerformance Stock Units · Derivative 789 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022582 · form4-08292024_090832.xml · derivative · entry 9

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,157

Underlying: Common Stock · 789 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 Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

F7 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

F7 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:43 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 737 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022582 · form4-08292024_090832.xml · derivative · entry 8

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,841

Underlying: Common Stock · 737 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F6 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date

F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:43 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 1,787 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022582 · form4-08292024_090832.xml · derivative · entry 7

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,290

Underlying: Common Stock · 1,787 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F5 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:43 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 557 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022582 · form4-08292024_090832.xml · derivative · entry 6

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,229

Underlying: Common Stock · 557 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

F4 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:43 UTC
Aji Rajesh A.CLO & CCO
Tax withholdingCommon Stock 1,384 $52.31 $72,397.04
Disclosure

SEC source: 0001415889-24-022582 · form4-08292024_090832.xml · nonDerivative · entry 5

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,298

F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:43 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 789 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022582 · form4-08292024_090832.xml · nonDerivative · entry 4

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,682

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 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:43 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 737 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022582 · form4-08292024_090832.xml · nonDerivative · entry 3

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,893

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:43 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 1,787 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022582 · form4-08292024_090832.xml · nonDerivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,156

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:43 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 557 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022582 · form4-08292024_090832.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,369

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:40 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 262 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022580 · form4-08292024_090827.xml · derivative · entry 9

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,135

Underlying: Common Stock · 262 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F6 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:40 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 578 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022580 · form4-08292024_090827.xml · derivative · entry 8

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,312

Underlying: Common Stock · 578 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The RSUs will vest quarterly over three years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F5 · derivative.expiration_date: The RSUs will vest quarterly over three years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:40 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 454 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022580 · form4-08292024_090827.xml · derivative · entry 7

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,631

Underlying: Common Stock · 454 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · derivative.exercise_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F4 · derivative.expiration_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:40 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 1,208 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022580 · form4-08292024_090827.xml · derivative · entry 6

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,248

Underlying: Common Stock · 1,208 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date.

F3 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:40 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Tax withholdingCommon Stock 895 $52.31 $46,817.45
Disclosure

SEC source: 0001415889-24-022580 · form4-08292024_090827.xml · nonDerivative · entry 5

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,664

F2 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:40 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionCommon Stock 262 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022580 · form4-08292024_090827.xml · nonDerivative · entry 4

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,559

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:40 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionCommon Stock 578 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022580 · form4-08292024_090827.xml · nonDerivative · entry 3

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,297

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:40 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionCommon Stock 454 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022580 · form4-08292024_090827.xml · nonDerivative · entry 2

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,719

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:40 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionCommon Stock 1,208 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022580 · form4-08292024_090827.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,265

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:38 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionPerformance Stock Units · Derivative 2,367 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022578 · form4-08292024_090807.xml · derivative · entry 16

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,469

Underlying: Common Stock · 2,367 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 Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

F14 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

F14 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:38 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 3,658 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022578 · form4-08292024_090807.xml · derivative · entry 15

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,893

Underlying: Common Stock · 3,658 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F13 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F13 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:38 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 5,359 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022578 · form4-08292024_090807.xml · derivative · entry 14

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,871

Underlying: Common Stock · 5,359 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F12 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F12 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:38 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 2,785 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022578 · form4-08292024_090807.xml · derivative · entry 13

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,141

Underlying: Common Stock · 2,785 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

F11 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:38 UTC
Lacerte Rene A.Director · CEO
Tax withholdingCommon Stock 7,183 $52.31 $375,742.73
Disclosure

SEC source: 0001415889-24-022578 · form4-08292024_090807.xml · nonDerivative · entry 5

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,986

F3 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:38 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 2,367 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022578 · form4-08292024_090807.xml · nonDerivative · entry 4

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,169

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 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:38 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 3,658 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022578 · form4-08292024_090807.xml · nonDerivative · entry 3

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,802

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:38 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 5,359 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022578 · form4-08292024_090807.xml · nonDerivative · entry 2

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,144

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:38 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 2,785 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-022578 · form4-08292024_090807.xml · nonDerivative · entry 1

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,785

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
August 28, 2024 Filed Mar 4, 2025 21:26 UTC Amendment
JACOBS BRIANDirector
PurchaseCommon Stock 20,000 $53.63 $1,072,600.00
Disclosure

SEC source: 0001415889-25-006845 · form4a-03052025_020359.xml · nonDerivative · entry 2

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 219,965

F3 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $53.48 to $53.65 per share, inclusive. 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.

F2 · ownership.nature: The shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 18:52 UTC
JACOBS BRIANDirector
PurchaseCommon Stock 5,000 $53.16 $265,796.50
Disclosure

SEC source: 0001415889-24-022499 · form4-08282024_100846.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,559

F1 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $53.125 to $53.1593 per share, inclusive. 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 27, 2024 Filed Mar 4, 2025 21:26 UTC Amendment
JACOBS BRIANDirector
PurchaseCommon Stock 5,000 $53.16 $265,796.50
Disclosure

SEC source: 0001415889-25-006845 · form4a-03052025_020359.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 199,965

F1 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $53.125 to $53.1593 per share, inclusive. 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.

F2 · ownership.nature: The shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

Read SEC document
August 26, 2024 Filed Aug 26, 2024 23:01 UTC PurchaseCommon Stock 1,724 $50.12 $86,399.98
Disclosure

SEC source: 0001415889-24-022253 · form4-08262024_110804.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 80,474

F4 · price: Represents the weighted average purchase price. The lowest price at which shares were purchased was $50.10 and the highest price at which shares were purchased was $50.125. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein.

F2 · ownership.nature: The shares are held by the Rettig Living Trust U/A DTD 12/02/2020, of which the Reporting Person and his spouse are co-trustees.

Read SEC document
August 26, 2024 Filed Aug 26, 2024 23:01 UTC PurchaseCommon Stock 15,200 $49.53 $752,880.32
Disclosure

SEC source: 0001415889-24-022253 · form4-08262024_110804.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 78,750

F3 · price: Represents the weighted average purchase price. The lowest price at which shares were purchased was $49.06 and the highest price at which shares were purchased was $49.79. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein.

F2 · ownership.nature: The shares are held by the Rettig Living Trust U/A DTD 12/02/2020, of which the Reporting Person and his spouse are co-trustees.

Read SEC document
August 26, 2024 Filed Aug 26, 2024 23:01 UTC PurchaseCommon Stock 4,200 $48.62 $204,201.06
Disclosure

SEC source: 0001415889-24-022253 · form4-08262024_110804.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 63,550

F1 · price: Represents the weighted average purchase price. The lowest price at which shares were purchased was $48.035 and the highest price at which shares were purchased was $48.73. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein.

F2 · ownership.nature: The shares are held by the Rettig Living Trust U/A DTD 12/02/2020, of which the Reporting Person and his spouse are co-trustees.

Read SEC document
August 26, 2024 Filed Aug 26, 2024 23:03 UTC
Lacerte Rene A.Director · CEO
PurchaseCommon Stock 14,502 $49.79 $722,024.13
Disclosure

SEC source: 0001415889-24-022255 · form4-08262024_110823.xml · nonDerivative · entry 4

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 184,249

F3 · price: Represents the weighted average purchase price. These shares were purchased as part of a block trade for two entities beneficially owned by the Reporting Person at prices ranging from $49.63 to $50.11, inclusive. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein.

F4 · ownership.nature: The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees.

Read SEC document
August 26, 2024 Filed Aug 26, 2024 23:03 UTC
Lacerte Rene A.Director · CEO
PurchaseCommon Stock 6,622 $49.18 $325,650.76
Disclosure

SEC source: 0001415889-24-022255 · form4-08262024_110823.xml · nonDerivative · entry 3

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 169,747

F1 · price: Represents the weighted average purchase price. These shares were purchased as part of a block trade for two entities beneficially owned by the Reporting Person at prices ranging from $48.63 to $49.575, inclusive. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein.

F4 · ownership.nature: The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees.

Read SEC document
August 26, 2024 Filed Aug 26, 2024 23:03 UTC
Lacerte Rene A.Director · CEO
PurchaseCommon Stock 14,501 $49.79 $721,974.34
Disclosure

SEC source: 0001415889-24-022255 · form4-08262024_110823.xml · nonDerivative · entry 2

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 184,249

F3 · price: Represents the weighted average purchase price. These shares were purchased as part of a block trade for two entities beneficially owned by the Reporting Person at prices ranging from $49.63 to $50.11, inclusive. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein.

F2 · ownership.nature: The shares are held by a trust for which the Reporting Person and his spouse serve as trustees.

Read SEC document
August 26, 2024 Filed Aug 26, 2024 23:03 UTC
Lacerte Rene A.Director · CEO
PurchaseCommon Stock 6,623 $49.18 $325,699.93
Disclosure

SEC source: 0001415889-24-022255 · form4-08262024_110823.xml · nonDerivative · entry 1

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 169,748

F1 · price: Represents the weighted average purchase price. These shares were purchased as part of a block trade for two entities beneficially owned by the Reporting Person at prices ranging from $48.63 to $49.575, inclusive. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein.

F2 · ownership.nature: The shares are held by a trust for which the Reporting Person and his spouse serve as trustees.

Read SEC document
June 30, 2024 Filed Jul 3, 2024 20:35 UTC
Reich TinaDirector
Exercise / conversionRestricted Stock Units · Derivative 1,212 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-019207 · form4-07032024_080726.xml · derivative · entry 2

Reich Tina · CIK 0001933693 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,213

Underlying: Common Stock · 1,212 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F2 · derivative.exercise_date: One-third (1/3) of the RSUs vest on each of June 30, 2023, June 30, 2024, and June 30, 2025, subject to the continuing service of the Reporting Person on each vesting date.

F2 · derivative.expiration_date: One-third (1/3) of the RSUs vest on each of June 30, 2023, June 30, 2024, and June 30, 2025, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
June 30, 2024 Filed Jul 3, 2024 20:35 UTC
Reich TinaDirector
Exercise / conversionCommon Stock 1,212 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-019207 · form4-07032024_080726.xml · nonDerivative · entry 1

Reich Tina · CIK 0001933693 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,291

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
June 17, 2024 Filed Jun 20, 2024 23:30 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 1,314 $48.01 $63,085.14
Disclosure

SEC source: 0001415889-24-017719 · form4-06202024_110641.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,812

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2024.

Read SEC document

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