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NYSE · USD

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 19, 2025 Filed Aug 21, 2025 20:46 UTC
Lacerte Rene A.Director · CEO
GrantPerformance Stock Units · Derivative 79,931 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-022611 · form4-08212025_080828.xml · derivative · entry 1

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,931

Underlying: Common Stock · 79,931 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 15, 2025 Filed Aug 19, 2025 20:29 UTC
Jain RohiniChief Financial Officer
GrantRestricted Stock Units · Derivative 201,258 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-022308 · form4-08192025_080837.xml · derivative · entry 1

Jain Rohini · CIK 0002073970 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 201,258

Underlying: Common Stock · 201,258 shares

Expires not disclosed

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: The RSUs vest as to 1/4th of the total shares on August 28, 2026, 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.

F2 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on August 28, 2026, 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
June 30, 2025 Filed Jul 1, 2025 20:41 UTC
Reich TinaDirector
Exercise / conversionRestricted Stock Units · Derivative 1,213 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-018717 · form4-07012025_080734.xml · derivative · entry 2

Reich Tina · CIK 0001933693 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,213 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, 2025 Filed Jul 1, 2025 20:41 UTC
Reich TinaDirector
Exercise / conversionCommon Stock 1,213 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-018717 · form4-07012025_080734.xml · nonDerivative · entry 1

Reich Tina · CIK 0001933693 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,387

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 24, 2025 Filed Jun 26, 2025 20:20 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 1,780 $45.25 $80,545.00
Disclosure

SEC source: 0001415889-25-018274 · form4-06262025_080643.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,298

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 3, 2025.

Read SEC document
June 03, 2025 Filed Jun 5, 2025 20:11 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 2,481 $45.00 $111,645.00
Disclosure

SEC source: 0001415889-25-015763 · form4-06052025_080624.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,078

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
May 30, 2025 Filed Jun 2, 2025 21:06 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
SaleCommon Stock 1,718 $42.55 $73,105.54
Disclosure

SEC source: 0001415889-25-015231 · form4-06022025_090630.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,512

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 February 25, 2025.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.36 to $42.81 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 sold at each separate price within the range set forth in this footnote.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:30 UTC Exercise / conversionPerformance Stock Units · Derivative 1,894 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-015000 · form4-05302025_080502.xml · derivative · entry 10

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,894

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.

F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

F11 · 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.

F11 · 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
May 28, 2025 Filed May 30, 2025 20:30 UTC Exercise / conversionRestricted Stock Unit · Derivative 7,122 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-015000 · form4-05302025_080502.xml · derivative · entry 9

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,593

Underlying: Common Stock · 7,122 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, 2024, 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, 2024, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:30 UTC Exercise / conversionRestricted Stock Unit · Derivative 2,612 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-015000 · form4-05302025_080502.xml · derivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,515

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.

F9 · 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.

F9 · 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
May 28, 2025 Filed May 30, 2025 20:30 UTC Exercise / conversionRestricted Stock Unit · Derivative 4,287 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-015000 · form4-05302025_080502.xml · derivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,436

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.

F8 · 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.

F8 · 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
May 28, 2025 Filed May 30, 2025 20:30 UTC Exercise / conversionRestricted Stock Unit · Derivative 2,187 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-015000 · form4-05302025_080502.xml · derivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,375

Underlying: Common Stock · 2,187 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, 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 February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:30 UTC Exercise / conversionRestricted Stock Unit · Derivative 1,114 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-015000 · form4-05302025_080502.xml · derivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,115

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.

F6 · 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.

F6 · 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
May 28, 2025 Filed May 30, 2025 20:30 UTC Tax withholdingCommon Stock 9,762 $44.48 $434,213.76
Disclosure

SEC source: 0001415889-25-015000 · form4-05302025_080502.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,103

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

Read SEC document
May 28, 2025 Filed May 30, 2025 20:30 UTC Exercise / conversionCommon Stock 1,894 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-015000 · form4-05302025_080502.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,865

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

F3 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:30 UTC Exercise / conversionCommon Stock 17,322 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-015000 · form4-05302025_080502.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,971

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.

F2 · balance_after: Includes 231 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on May 15, 2025.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:27 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 83 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014996 · form4-05302025_080520.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: 1,084

Underlying: Common Stock · 83 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 1 share of the Issuer's Common Stock upon settlement for no consideration.

F10 · 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.

F10 · 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
May 28, 2025 Filed May 30, 2025 20:27 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 60 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014996 · form4-05302025_080520.xml · derivative · entry 9

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 544

Underlying: Common Stock · 60 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 1 share of the Issuer's Common Stock upon settlement for no consideration.

F9 · 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.

F9 · 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
May 28, 2025 Filed May 30, 2025 20:27 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 36 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014996 · form4-05302025_080520.xml · derivative · entry 8

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 182

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 1 share of the Issuer's Common Stock upon settlement for no consideration.

F8 · 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.

F8 · 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
May 28, 2025 Filed May 30, 2025 20:27 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 31 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014996 · form4-05302025_080520.xml · derivative · entry 7

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 31

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 1 share of the Issuer's Common Stock upon settlement for no consideration.

F7 · 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.

F7 · 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
May 28, 2025 Filed May 30, 2025 20:27 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 3,561 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014996 · form4-05302025_080520.xml · derivative · entry 6

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,297

Underlying: Common Stock · 3,561 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 1 share of the Issuer's Common Stock upon settlement for no consideration.

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
May 28, 2025 Filed May 30, 2025 20:27 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 8,373 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014996 · form4-05302025_080520.xml · derivative · entry 5

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,988

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 1 share of the Issuer's Common Stock upon settlement for no consideration.

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
May 28, 2025 Filed May 30, 2025 20:27 UTC
Moss Kenneth AChief Technology Officer
Tax withholdingCommon Stock 89 $44.48 $3,958.72
Disclosure

SEC source: 0001415889-25-014996 · form4-05302025_080520.xml · nonDerivative · entry 4

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 3,461

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

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
May 28, 2025 Filed May 30, 2025 20:27 UTC
Moss Kenneth AChief Technology Officer
Tax withholdingCommon Stock 4,912 $44.48 $218,485.76
Disclosure

SEC source: 0001415889-25-014996 · form4-05302025_080520.xml · nonDerivative · entry 3

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,253

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

Read SEC document
May 28, 2025 Filed May 30, 2025 20:27 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionCommon Stock 210 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-014996 · form4-05302025_080520.xml · nonDerivative · entry 2

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 3,550

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 1 share of the Issuer's Common Stock upon settlement for no consideration.

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
May 28, 2025 Filed May 30, 2025 20:27 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionCommon Stock 11,934 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-014996 · form4-05302025_080520.xml · nonDerivative · entry 1

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,165

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 1 share of the Issuer's Common Stock upon settlement for no consideration.

F2 · balance_after: Includes 260 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on May 15, 2025.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:29 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 1,074 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014998 · form4-05302025_080518.xml · derivative · entry 7

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,967

Underlying: Common Stock · 1,074 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, 2024, 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, 2024, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:29 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 261 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014998 · form4-05302025_080518.xml · derivative · entry 6

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,352

Underlying: Common Stock · 261 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, 2023, 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, 2023, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:29 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 578 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014998 · form4-05302025_080518.xml · derivative · entry 5

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 578

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.

F6 · 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.

F6 · 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
May 28, 2025 Filed May 30, 2025 20:29 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 453 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014998 · form4-05302025_080518.xml · derivative · entry 4

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,270

Underlying: Common Stock · 453 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 four 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 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
May 28, 2025 Filed May 30, 2025 20:29 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 1,208 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014998 · form4-05302025_080518.xml · derivative · entry 3

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,624

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.

F4 · 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.

F4 · 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
May 28, 2025 Filed May 30, 2025 20:29 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Tax withholdingCommon Stock 1,284 $44.48 $57,112.32
Disclosure

SEC source: 0001415889-25-014998 · form4-05302025_080518.xml · nonDerivative · entry 2

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,230

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

Read SEC document
May 28, 2025 Filed May 30, 2025 20:29 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionCommon Stock 3,574 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-014998 · form4-05302025_080518.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,514

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.

F2 · balance_after: Includes 295 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on May 15, 2025.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:26 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionPerformance Stock Units · Derivative 2,367 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014995 · form4-05302025_080554.xml · derivative · entry 15

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,367

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.

F3 · 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, 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.

F15 · 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
May 28, 2025 Filed May 30, 2025 20:26 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 8,309 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014995 · form4-05302025_080554.xml · derivative · entry 14

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,025

Underlying: Common Stock · 8,309 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.

F14 · 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.

F14 · 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
May 28, 2025 Filed May 30, 2025 20:26 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 3,658 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014995 · form4-05302025_080554.xml · derivative · entry 13

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,920

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
May 28, 2025 Filed May 30, 2025 20:26 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 5,359 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014995 · form4-05302025_080554.xml · derivative · entry 12

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,794

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

Read SEC document
May 28, 2025 Filed May 30, 2025 20:26 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 2,785 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014995 · form4-05302025_080554.xml · derivative · entry 11

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,786

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 November 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 November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:26 UTC
Lacerte Rene A.Director · CEO
Tax withholdingCommon Stock 11,420 $44.48 $507,961.60
Disclosure

SEC source: 0001415889-25-014995 · form4-05302025_080554.xml · nonDerivative · entry 3

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,253

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

Read SEC document
May 28, 2025 Filed May 30, 2025 20:26 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 2,367 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-014995 · form4-05302025_080554.xml · nonDerivative · entry 2

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,673

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.

F3 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:26 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 20,111 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-014995 · form4-05302025_080554.xml · nonDerivative · entry 1

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,306

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.

F2 · balance_after: Includes 295 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on May 15, 2025.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:28 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionPerformance Stock Units · Derivative 789 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014997 · form4-05302025_080535.xml · derivative · entry 8

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 790

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.

F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

F9 · 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.

F9 · 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
May 28, 2025 Filed May 30, 2025 20:28 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 2,315 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014997 · form4-05302025_080535.xml · derivative · entry 7

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,408

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.

F8 · 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.

F8 · 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
May 28, 2025 Filed May 30, 2025 20:28 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 737 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014997 · form4-05302025_080535.xml · derivative · entry 6

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,631

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.

F7 · 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

F7 · 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
May 28, 2025 Filed May 30, 2025 20:28 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 1,786 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014997 · form4-05302025_080535.xml · derivative · entry 5

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,932

Underlying: Common Stock · 1,786 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.

F6 · 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.

F6 · 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
May 28, 2025 Filed May 30, 2025 20:28 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 557 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014997 · form4-05302025_080535.xml · derivative · entry 4

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 558

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.

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
May 28, 2025 Filed May 30, 2025 20:28 UTC
Aji Rajesh A.CLO & CCO
Tax withholdingCommon Stock 2,218 $44.48 $98,656.64
Disclosure

SEC source: 0001415889-25-014997 · form4-05302025_080535.xml · nonDerivative · entry 3

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,559

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

Read SEC document
May 28, 2025 Filed May 30, 2025 20:28 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 789 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-014997 · form4-05302025_080535.xml · nonDerivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,777

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

F3 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:28 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 5,395 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-014997 · form4-05302025_080535.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,988

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.

F2 · balance_after: Includes 295 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on May 15, 2025.

Read SEC document
May 02, 2025 Filed May 6, 2025 20:04 UTC
ALVAREZ AIDADirector
Exercise / conversionRestricted Stock Units · Derivative 1,165 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012094 · form4-05062025_080530.xml · derivative · entry 2

ALVAREZ AIDA · CIK 0001268885 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,165 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 May 2, 2023, May 2, 2024 and May 2, 2025, subject to the continued service of the Reporting Person on each vesting date.

F2 · derivative.expiration_date: One-third (1/3) of the RSUs vest on each of May 2, 2023, May 2, 2024 and May 2, 2025, subject to the continued 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.