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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
November 28, 2024 Filed Dec 3, 2024 01:30 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 83 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028030 · form4-12032024_011259.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: 1,250

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.

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.

F2 · 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
November 28, 2024 Filed Dec 3, 2024 01:30 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 60 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028030 · form4-12032024_011259.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: 665

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.

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.

F2 · 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
November 28, 2024 Filed Dec 3, 2024 01:30 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 36 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028030 · form4-12032024_011259.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: 255

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.

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.

F2 · 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
November 28, 2024 Filed Dec 3, 2024 01:30 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 30 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028030 · form4-12032024_011259.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: 93

Underlying: Common Stock · 30 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, 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.

F2 · 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
November 28, 2024 Filed Dec 3, 2024 01:30 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 3,561 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028030 · form4-12032024_011259.xml · derivative · entry 6

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,419

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.

F5 · 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.

F5 · 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
November 28, 2024 Filed Dec 3, 2024 01:30 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 8,373 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028030 · form4-12032024_011259.xml · derivative · entry 5

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,735

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.

F4 · 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.

F4 · 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
November 28, 2024 Filed Dec 3, 2024 01:30 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionCommon Stock 209 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-028030 · form4-12032024_011259.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: 3,002

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 · 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
November 28, 2024 Filed Dec 3, 2024 01:30 UTC
Moss Kenneth AChief Technology Officer
Exercise / conversionCommon Stock 11,934 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-028030 · form4-12032024_011259.xml · nonDerivative · entry 1

Moss Kenneth A · CIK 0001613955 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,787

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.

Read SEC document
November 28, 2024 Filed Dec 3, 2024 01:32 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 1,073 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028033 · form4-12032024_011244.xml · derivative · entry 7

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,116

Underlying: Common Stock · 1,073 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
November 28, 2024 Filed Dec 3, 2024 01:32 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 261 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028033 · form4-12032024_011244.xml · derivative · entry 6

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,874

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.

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
November 28, 2024 Filed Dec 3, 2024 01:32 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 578 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028033 · form4-12032024_011244.xml · derivative · entry 5

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,734

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
November 28, 2024 Filed Dec 3, 2024 01:32 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 454 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028033 · form4-12032024_011244.xml · derivative · entry 4

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,177

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
November 28, 2024 Filed Dec 3, 2024 01:32 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 1,208 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028033 · form4-12032024_011244.xml · derivative · entry 3

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,040

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
November 28, 2024 Filed Dec 3, 2024 01:32 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionCommon Stock 3,574 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-028033 · form4-12032024_011244.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,922

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
November 28, 2024 Filed Dec 3, 2024 01:33 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionPerformance Stock Units · Derivative 789 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028034 · form4-12032024_011229.xml · derivative · entry 7

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,368

Underlying: Common Stock · 789 shares

Expires not disclosed

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

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

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

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

Read SEC document
November 28, 2024 Filed Dec 3, 2024 01:33 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 736 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028034 · form4-12032024_011229.xml · derivative · entry 6

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,105

Underlying: Common Stock · 736 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
November 28, 2024 Filed Dec 3, 2024 01:33 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 1,786 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028034 · form4-12032024_011229.xml · derivative · entry 5

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,504

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.

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

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

Read SEC document
November 28, 2024 Filed Dec 3, 2024 01:33 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 557 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028034 · form4-12032024_011229.xml · derivative · entry 4

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,672

Underlying: Common Stock · 557 shares

Expires not disclosed

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

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

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

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

Read SEC document
November 28, 2024 Filed Dec 3, 2024 01:33 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 789 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-028034 · form4-12032024_011229.xml · nonDerivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,680

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
November 28, 2024 Filed Dec 3, 2024 01:33 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 3,079 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-028034 · form4-12032024_011229.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,891

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
November 28, 2024 Filed Dec 3, 2024 01:31 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionPerformance Stock Units · Derivative 2,367 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028031 · form4-12032024_011216.xml · derivative · entry 15

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,102

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
November 28, 2024 Filed Dec 3, 2024 01:31 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 8,309 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028031 · form4-12032024_011216.xml · derivative · entry 14

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,644

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
November 28, 2024 Filed Dec 3, 2024 01:31 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 3,657 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028031 · form4-12032024_011216.xml · derivative · entry 13

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,236

Underlying: Common Stock · 3,657 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
November 28, 2024 Filed Dec 3, 2024 01:31 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 5,359 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028031 · form4-12032024_011216.xml · derivative · entry 12

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,512

Underlying: Common Stock · 5,359 shares

Expires not disclosed

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

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

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

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

Read SEC document
November 28, 2024 Filed Dec 3, 2024 01:31 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 2,785 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028031 · form4-12032024_011216.xml · derivative · entry 11

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,356

Underlying: Common Stock · 2,785 shares

Expires not disclosed

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

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

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

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

Read SEC document
November 28, 2024 Filed Dec 3, 2024 01:31 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 2,367 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-028031 · form4-12032024_011216.xml · nonDerivative · entry 2

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,604

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
November 28, 2024 Filed Dec 3, 2024 01:31 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 20,110 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-028031 · form4-12032024_011216.xml · nonDerivative · entry 1

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,237

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 141 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on September 6, 2024.

Read SEC document
November 12, 2024 Filed Nov 14, 2024 21:53 UTC SaleCommon Stock 779 $90.00 $70,110.00
Disclosure

SEC source: 0001415889-24-026879 · form4-11142024_091136.xml · nonDerivative · entry 1

Wagonfeld Alison · CIK 0001951664 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 259

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 June 5, 2024.

Read SEC document
November 08, 2024 Filed Nov 12, 2024 21:38 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
SaleCommon Stock 1,525 $77.99 $118,934.75
Disclosure

SEC source: 0001415889-24-026621 · form4-11122024_091139.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,348

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 December 7, 2023.

F2 · balance_after: Includes 12 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on September 6, 2024.

Read SEC document
October 21, 2024 Filed Oct 23, 2024 21:40 UTC Exercise / conversionRestricted Stock Units · Derivative 1,038 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-025595 · form4-10232024_091007.xml · derivative · entry 3

Wagonfeld Alison · CIK 0001951664 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,039

Underlying: Common Stock · 1,038 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: One-third (1/3) of the RSUs vest on each of October 21, 2023, October 21, 2024, and October 21, 2025, subject to the continuing service of the Reporting Person on each vesting date.

F3 · derivative.expiration_date: One-third (1/3) of the RSUs vest on each of October 21, 2023, October 21, 2024, and October 21, 2025, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
October 21, 2024 Filed Oct 23, 2024 21:40 UTC SaleCommon Stock 519 $57.50 $29,842.50
Disclosure

SEC source: 0001415889-24-025595 · form4-10232024_091007.xml · nonDerivative · entry 2

Wagonfeld Alison · CIK 0001951664 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,038

F2 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 5, 2024.

Read SEC document
October 21, 2024 Filed Oct 23, 2024 21:40 UTC Exercise / conversionCommon Stock 1,038 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-025595 · form4-10232024_091007.xml · nonDerivative · entry 1

Wagonfeld Alison · CIK 0001951664 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,557

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
September 29, 2024 Filed Oct 1, 2024 21:19 UTC
Wagner ScottDirector
Exercise / conversionRestricted Stock Units · Derivative 449 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-024222 · form4-10012024_091019.xml · derivative · entry 2

Wagner Scott · CIK 0001342655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 449 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: The RSUs vest on each of September 29, 2022, September 29, 2023, and September 29, 2024, subject to the continuing service of the Reporting Person on each vesting date.

F2 · derivative.expiration_date: The RSUs vest on each of September 29, 2022, September 29, 2023, and September 29, 2024, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
September 29, 2024 Filed Oct 1, 2024 21:19 UTC
Wagner ScottDirector
Exercise / conversionCommon Stock 449 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-024222 · form4-10012024_091019.xml · nonDerivative · entry 1

Wagner Scott · CIK 0001342655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,831

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
September 16, 2024 Filed Sep 18, 2024 23:57 UTC GrantPerformance Stock Units · Derivative 45,584 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-023662 · form4-09182024_110917.xml · derivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,584

Underlying: Common Stock · 45,584 shares

Expires not disclosed

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

F5 · derivative.exercise_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2024 and ending June 30, 2027, relative to companies that comprise the Russell 3000 Index, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board of Directors certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter.

F5 · derivative.expiration_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2024 and ending June 30, 2027, relative to companies that comprise the Russell 3000 Index, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board of Directors certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter.

Read SEC document
September 16, 2024 Filed Sep 18, 2024 23:57 UTC GrantPerformance Stock Units · Derivative 68,376 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-023662 · form4-09182024_110917.xml · derivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,376

Underlying: Common Stock · 68,376 shares

Expires not disclosed

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

F4 · derivative.exercise_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2024 and ending June 30, 2027, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of Directors of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years.

F4 · derivative.expiration_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2024 and ending June 30, 2027, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of Directors of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years.

Read SEC document
September 16, 2024 Filed Sep 18, 2024 23:57 UTC GrantRestricted Stock Units · Derivative 113,960 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-023662 · form4-09182024_110917.xml · derivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,960

Underlying: Common Stock · 113,960 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 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.

F2 · 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
September 16, 2024 Filed Sep 19, 2024 00:04 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
GrantRestricted Stock Units · Derivative 17,189 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-023668 · form4-09192024_120903.xml · derivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,189

Underlying: Common Stock · 17,189 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 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.

F2 · 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
September 16, 2024 Filed Sep 19, 2024 00:02 UTC
Lacerte Rene A.Director · CEO
GrantPerformance Stock Units · Derivative 53,181 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-023666 · form4-09192024_120958.xml · derivative · entry 3

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,181

Underlying: Common Stock · 53,181 shares

Expires not disclosed

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

F5 · derivative.exercise_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2024 and ending June 30, 2027, relative to companies that comprise the Russell 3000 Index, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board of Directors certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter.

F5 · derivative.expiration_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2024 and ending June 30, 2027, relative to companies that comprise the Russell 3000 Index, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board of Directors certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter.

Read SEC document
September 16, 2024 Filed Sep 19, 2024 00:02 UTC
Lacerte Rene A.Director · CEO
GrantPerformance Stock Units · Derivative 79,772 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-023666 · form4-09192024_120958.xml · derivative · entry 2

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,772

Underlying: Common Stock · 79,772 shares

Expires not disclosed

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

F4 · derivative.exercise_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2024 and ending June 30, 2027, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of Directors of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years.

F4 · derivative.expiration_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2024 and ending June 30, 2027, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of Directors of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years.

Read SEC document
September 16, 2024 Filed Sep 19, 2024 00:02 UTC
Lacerte Rene A.Director · CEO
GrantRestricted Stock Units · Derivative 132,953 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-023666 · form4-09192024_120958.xml · derivative · entry 1

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,953

Underlying: Common Stock · 132,953 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 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.

F2 · 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
September 16, 2024 Filed Sep 19, 2024 00:00 UTC
Aji Rajesh A.CLO & CCO
GrantPerformance Stock Units · Derivative 9,259 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-023664 · form4-09192024_120906.xml · derivative · entry 3

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,259

Underlying: Common Stock · 9,259 shares

Expires not disclosed

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

F5 · derivative.exercise_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2024 and ending June 30, 2027, relative to companies that comprise the Russell 3000 Index, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board of Directors certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter.

F5 · derivative.expiration_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2024 and ending June 30, 2027, relative to companies that comprise the Russell 3000 Index, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board of Directors certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter.

Read SEC document
September 16, 2024 Filed Sep 19, 2024 00:00 UTC
Aji Rajesh A.CLO & CCO
GrantPerformance Stock Units · Derivative 15,432 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-023664 · form4-09192024_120906.xml · derivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,432

Underlying: Common Stock · 15,432 shares

Expires not disclosed

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

F4 · derivative.exercise_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2024 and ending June 30, 2027, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of Directors of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years.

F4 · derivative.expiration_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2024 and ending June 30, 2027, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of Directors of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years.

Read SEC document
September 16, 2024 Filed Sep 19, 2024 00:00 UTC
Aji Rajesh A.CLO & CCO
GrantRestricted Stock Units · Derivative 37,037 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-023664 · form4-09192024_120906.xml · derivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,037

Underlying: Common Stock · 37,037 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 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.

F2 · 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 30, 2024 Filed Sep 5, 2024 00:53 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
SaleCommon Stock 40 $55.52 $2,220.80
Disclosure

SEC source: 0001415889-24-022855 · form4-09052024_120925.xml · nonDerivative · entry 2

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,861

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 December 7, 2023.

Read SEC document
August 30, 2024 Filed Sep 5, 2024 00:53 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
SaleCommon Stock 763 $54.71 $41,741.44
Disclosure

SEC source: 0001415889-24-022855 · form4-09052024_120925.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,901

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 December 7, 2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.52 to $55.02 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
August 30, 2024 Filed Sep 5, 2024 00:52 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 100 $55.51 $5,551.00
Disclosure

SEC source: 0001415889-24-022860 · form4-09052024_120901.xml · nonDerivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,812

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

Read SEC document
August 30, 2024 Filed Sep 5, 2024 00:52 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 2,386 $54.70 $130,504.89
Disclosure

SEC source: 0001415889-24-022860 · form4-09052024_120901.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,912

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.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.48 to $55.12 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
August 28, 2024 Filed Aug 28, 2024 18:52 UTC
JACOBS BRIANDirector
PurchaseCommon Stock 20,000 $53.63 $1,072,600.00
Disclosure

SEC source: 0001415889-24-022499 · form4-08282024_100846.xml · nonDerivative · entry 2

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,559

F2 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $53.48 to $53.65 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 21:33 UTC Exercise / conversionPerformance Stock Units · Derivative 1,894 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022576 · form4-08292024_090829.xml · derivative · entry 12

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,576

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.

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

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