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BILL

BILL Holdings, Inc.

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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

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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
August 28, 2025 Filed Sep 2, 2025 22:14 UTC Exercise / conversionPerformance Stock Units · Derivative 1,894 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023454 · form4-09022025_100927.xml · derivative · entry 10

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,894 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.

F10 · 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.

F10 · 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, 2025 Filed Sep 2, 2025 22:14 UTC Exercise / conversionRestricted Stock Unit · Derivative 7,123 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023454 · form4-09022025_100927.xml · derivative · entry 9

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,470

Underlying: Common Stock · 7,123 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.

F9 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date.

F9 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:14 UTC Exercise / conversionRestricted Stock Unit · Derivative 2,613 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023454 · form4-09022025_100927.xml · derivative · entry 8

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,902

Underlying: Common Stock · 2,613 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, 2025 Filed Sep 2, 2025 22:14 UTC Exercise / conversionRestricted Stock Unit · Derivative 4,288 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023454 · form4-09022025_100927.xml · derivative · entry 7

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,148

Underlying: Common Stock · 4,288 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 November 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 November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:14 UTC Exercise / conversionRestricted Stock Unit · Derivative 2,188 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023454 · form4-09022025_100927.xml · derivative · entry 6

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,187

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, 2025 Filed Sep 2, 2025 22:14 UTC Exercise / conversionRestricted Stock Unit · Derivative 1,115 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023454 · form4-09022025_100927.xml · derivative · entry 5

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,115 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 November 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 November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:14 UTC Tax withholdingCommon Stock 21,362 $49.20 $1,051,010.40
Disclosure

SEC source: 0001415889-25-023454 · form4-09022025_100927.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,800

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, 2025 Filed Sep 2, 2025 22:14 UTC Exercise / conversionCommon Stock 24,732 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-023454 · form4-09022025_100927.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,162

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, 2025 Filed Sep 2, 2025 22:14 UTC Exercise / conversionCommon Stock 17,327 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-023454 · form4-09022025_100927.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,430

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, 2025 Filed Sep 2, 2025 22:13 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 84 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023452 · form4-09022025_100944.xml · derivative · entry 13

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,000

Underlying: Common Stock · 84 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 November 28, 2024, 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 November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date.

F3 · ownership.nature: Represents shares held by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of the shares except to the extent of the Reporting Person's pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Act"), or for any other purpose.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:13 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 61 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023452 · form4-09022025_100944.xml · derivative · entry 12

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 483

Underlying: Common Stock · 61 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 November 28, 2023, 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 November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F3 · ownership.nature: Represents shares held by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of the shares except to the extent of the Reporting Person's pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Act"), or for any other purpose.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:13 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 36 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023452 · form4-09022025_100944.xml · derivative · entry 11

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 146

Underlying: Common Stock · 36 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.

F10 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F10 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F3 · ownership.nature: Represents shares held by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of the shares except to the extent of the Reporting Person's pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Act"), or for any other purpose.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:13 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 31 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023452 · form4-09022025_100944.xml · derivative · entry 10

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 31 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.

F9 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

F9 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

F3 · ownership.nature: Represents shares held by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of the shares except to the extent of the Reporting Person's pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Act"), or for any other purpose.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:13 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionPerformance Stock Units · Derivative 7,930 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023452 · form4-09022025_100944.xml · derivative · entry 9

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,859

Underlying: Common Stock · 7,930 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.

F8 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, 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.

F8 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, 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, 2025 Filed Sep 2, 2025 22:13 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 18,994 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023452 · form4-09022025_100944.xml · derivative · entry 8

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,993

Underlying: Common Stock · 18,994 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 as to 50% of the total shares on on August 28, 2025, and 50% on August 28, 2026 over two years, subject to the continued service of the Reporting Person on each vesting date.

F7 · derivative.expiration_date: The RSUs vest as to 50% of the total shares on on August 28, 2025, and 50% on August 28, 2026 over two years, subject to the continued service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:13 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 3,562 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023452 · form4-09022025_100944.xml · derivative · entry 7

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,735

Underlying: Common Stock · 3,562 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, 2024, 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, 2024, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:13 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 8,373 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023452 · form4-09022025_100944.xml · derivative · entry 6

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,615

Underlying: Common Stock · 8,373 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 as to 1/4th of the total shares on May 28, 2024, 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.

F5 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on May 28, 2024, 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, 2025 Filed Sep 2, 2025 22:13 UTC
Moss Kenneth AChief Technology Officer
Tax withholdingCommon Stock 89 $49.20 $4,378.80
Disclosure

SEC source: 0001415889-25-023452 · form4-09022025_100944.xml · nonDerivative · entry 5

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 3,584

F4 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs.

F3 · ownership.nature: Represents shares held by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of the shares except to the extent of the Reporting Person's pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Act"), or for any other purpose.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:13 UTC
Moss Kenneth AChief Technology Officer
Tax withholdingCommon Stock 19,734 $49.20 $970,912.80
Disclosure

SEC source: 0001415889-25-023452 · form4-09022025_100944.xml · nonDerivative · entry 4

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 120,378

F4 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:13 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionCommon Stock 212 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-023452 · form4-09022025_100944.xml · nonDerivative · entry 3

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 3,673

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.

F3 · ownership.nature: Represents shares held by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of the shares except to the extent of the Reporting Person's pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Act"), or for any other purpose.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:13 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionCommon Stock 7,930 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-023452 · form4-09022025_100944.xml · nonDerivative · entry 2

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,112

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, 2025 Filed Sep 2, 2025 22:13 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionCommon Stock 30,929 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-023452 · form4-09022025_100944.xml · nonDerivative · entry 1

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,182

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, 2025 Filed Sep 2, 2025 22:18 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionPerformance Stock Units · Derivative 790 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023458 · form4-09022025_100941.xml · derivative · entry 8

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 790 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.

F8 · 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.

F8 · 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, 2025 Filed Sep 2, 2025 22:18 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 2,315 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023458 · form4-09022025_100941.xml · derivative · entry 7

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,093

Underlying: Common Stock · 2,315 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 February 28, 2025, 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 February 28, 2025, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:18 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 737 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023458 · form4-09022025_100941.xml · derivative · entry 6

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,894

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, 2025 Filed Sep 2, 2025 22:18 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 1,787 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023458 · form4-09022025_100941.xml · derivative · entry 5

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,145

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 November 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 November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:18 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 558 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023458 · form4-09022025_100941.xml · derivative · entry 4

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 558 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 November 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 November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:18 UTC
Aji Rajesh A.CLO & CCO
Tax withholdingCommon Stock 2,216 $49.20 $109,027.20
Disclosure

SEC source: 0001415889-25-023458 · form4-09022025_100941.xml · nonDerivative · entry 3

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,269

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, 2025 Filed Sep 2, 2025 22:18 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 790 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-023458 · form4-09022025_100941.xml · nonDerivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,485

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, 2025 Filed Sep 2, 2025 22:18 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 5,397 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-023458 · form4-09022025_100941.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,695

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, 2025 Filed Sep 2, 2025 22:21 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 1,075 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023460 · form4-09022025_100931.xml · derivative · entry 7

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,892

Underlying: Common Stock · 1,075 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 November 28, 2024, 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 November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:21 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 262 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023460 · form4-09022025_100931.xml · derivative · entry 6

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,090

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, 2025 Filed Sep 2, 2025 22:21 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 578 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023460 · form4-09022025_100931.xml · derivative · entry 5

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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, 2025 Filed Sep 2, 2025 22:21 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 454 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023460 · form4-09022025_100931.xml · derivative · entry 4

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,816

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, 2025 Filed Sep 2, 2025 22:21 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 1,208 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023460 · form4-09022025_100931.xml · derivative · entry 3

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,416

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, 2025 Filed Sep 2, 2025 22:21 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Tax withholdingCommon Stock 1,283 $49.20 $63,123.60
Disclosure

SEC source: 0001415889-25-023460 · form4-09022025_100931.xml · nonDerivative · entry 2

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,806

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

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:21 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionCommon Stock 3,577 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-023460 · form4-09022025_100931.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,089

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, 2025 Filed Sep 2, 2025 22:15 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionPerformance Stock Units · Derivative 26,645 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023455 · form4-09022025_100910.xml · derivative · entry 16

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,286

Underlying: Common Stock · 26,645 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.

F15 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, 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.

F15 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, 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, 2025 Filed Sep 2, 2025 22:15 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionPerformance Stock Units · Derivative 2,367 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023455 · form4-09022025_100910.xml · derivative · entry 15

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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, 2025 Filed Sep 2, 2025 22:15 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 8,310 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023455 · form4-09022025_100910.xml · derivative · entry 14

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,715

Underlying: Common Stock · 8,310 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, 2024, 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, 2024, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:15 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 3,658 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023455 · form4-09022025_100910.xml · derivative · entry 13

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,262

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.

F12 · 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.

F12 · 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, 2025 Filed Sep 2, 2025 22:15 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 5,359 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023455 · form4-09022025_100910.xml · derivative · entry 12

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,435

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.

F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, 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 November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:15 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 2,786 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-023455 · form4-09022025_100910.xml · derivative · entry 11

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,786 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.

F10 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

F10 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:15 UTC
Lacerte Rene A.Director · CEO
Tax withholdingCommon Stock 24,948 $49.20 $1,227,441.60
Disclosure

SEC source: 0001415889-25-023455 · form4-09022025_100910.xml · nonDerivative · entry 3

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,430

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

Read SEC document
August 28, 2025 Filed Sep 2, 2025 22:15 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 29,012 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-023455 · form4-09022025_100910.xml · nonDerivative · entry 2

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,378

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, 2025 Filed Sep 2, 2025 22:15 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 20,113 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-023455 · form4-09022025_100910.xml · nonDerivative · entry 1

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,366

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 19, 2025 Filed Aug 21, 2025 20:47 UTC
Bowman Mary KaySee Remarks
GrantPerformance Stock Units · Derivative 49,771 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-022613 · form4-08212025_080830.xml · derivative · entry 1

Bowman Mary Kay · CIK 0002039683 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,771

Underlying: Common Stock · 49,771 shares

Expires not disclosed

F1 · security: Represents performance-based restricted stock units ("PSUs") previously reported on September 18, 2024, that were earned by the Reporting Person upon the achievement of certain performance criteria as certified by the Audit Committee of the Issuer's Board of Directors on August 19, 2025.

F2 · derivative.exercise_price: Each PSU represents a conditional right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2025, 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.

F3 · derivative.expiration_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2025, 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 19, 2025 Filed Aug 21, 2025 20:45 UTC GrantPerformance Stock Units · Derivative 68,512 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-022610 · form4-08212025_080852.xml · derivative · entry 1

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,512

Underlying: Common Stock · 68,512 shares

Expires not disclosed

F1 · security: Represents performance-based restricted stock units ("PSUs") previously reported on September 18, 2024, that were earned by the Reporting Person upon the achievement of certain performance criteria as certified by the Audit Committee of the Issuer's Board of Directors on August 19, 2025.

F2 · derivative.exercise_price: Each PSU represents a conditional right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2025, 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.

F3 · derivative.expiration_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2025, 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 19, 2025 Filed Aug 21, 2025 20:47 UTC
Moss Kenneth AChief Technology Officer
GrantPerformance Stock Units · Derivative 23,789 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-022612 · form4-08212025_080801.xml · derivative · entry 1

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,789

Underlying: Common Stock · 23,789 shares

Expires not disclosed

F1 · security: Represents performance-based restricted stock units ("PSUs") previously reported on September 18, 2024, that were earned by the Reporting Person upon the achievement of certain performance criteria as certified by the Audit Committee of the Issuer's Board of Directors on August 19, 2025.

F2 · derivative.exercise_price: Each PSU represents a conditional right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2025, 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.

F3 · derivative.expiration_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2025, 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 19, 2025 Filed Aug 21, 2025 20:48 UTC
Aji Rajesh A.CLO & CCO
GrantPerformance Stock Units · Derivative 15,462 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-022615 · form4-08212025_080802.xml · derivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,462

Underlying: Common Stock · 15,462 shares

Expires not disclosed

F1 · security: Represents performance-based restricted stock units ("PSUs") previously reported on September 18, 2024, that were earned by the Reporting Person upon the achievement of certain performance criteria as certified by the Audit Committee of the Issuer's Board of Directors on August 19, 2025.

F2 · derivative.exercise_price: Each PSU represents a conditional right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The PSUs vest and settle over three years; 1/3rd vests on November 28, 2025, 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.

F3 · derivative.expiration_date: The PSUs vest and settle over three years; 1/3rd vests on November 28, 2025, 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

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