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BOX

BOX INC

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Tapewire entity
3932
SEC CIK
0001372612
Parsed reports
558

Last 12 months

Inside the activity.

0 purchase rows · 40 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202505
Jan 202602
Feb 202601
Mar 202604
Apr 202604
May 202605
Jun 202607
Jul 202603
Aug 202602
Sep 202603
Oct 202602

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
July 02, 2024 Filed Jul 3, 2024 23:16 UTC
EVAN DANA LDirector
GrantClass A Common Stock 7,590 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-081709 · ownership.xml · nonDerivative · entry 1

EVAN DANA L · CIK 0001204818 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,125

F1 · shares: Represents an annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of (i) twelve months from date of grant (i.e. July 2, 2025) or (ii) the date of the Issuer's next annual meeting of stockholders.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
July 02, 2024 Filed Jul 3, 2024 23:20 UTC
LAZAR JACK RDirector
GrantClass A Common Stock 7,590 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-081712 · ownership.xml · nonDerivative · entry 1

LAZAR JACK R · CIK 0001277624 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,197

F1 · shares: Represents an annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of (i) twelve months from date of grant (i.e. July 2, 2025) or (ii) the date of the Issuer's next annual meeting of stockholders.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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July 02, 2024 Filed Jul 3, 2024 23:14 UTC GrantClass A Common Stock 7,590 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-081705 · ownership.xml · nonDerivative · entry 1

Barsamian Sue · CIK 0001742302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,787

F1 · shares: Represents an annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of (i) twelve months from date of grant (i.e. July 2, 2025) or (ii) the date of the Issuer's next annual meeting of stockholders.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
July 02, 2024 Filed Jul 3, 2024 23:10 UTC
Levie AaronDirector · Chief Executive Officer
SaleClass A Common Stock 10,000 $26.26 $262,570.00
Disclosure

SEC source: 0000950170-24-081700 · ownership.xml · nonDerivative · entry 1

Levie Aaron · CIK 0001606525 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,019,155

F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 2, 2024.

F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $25.96 to $26.52 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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July 01, 2024 Filed Jul 3, 2024 23:27 UTC SaleClass A Common Stock 4,760 $26.48 $126,049.56
Disclosure

SEC source: 0000950170-24-081717 · ownership.xml · nonDerivative · entry 1

Mayer Bethany · CIK 0001405693 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,731

F1 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
June 20, 2024 Filed Jun 21, 2024 22:41 UTC
Berkovitch EliVP Chief Acct Ofr & Controller
Tax withholdingClass A Common Stock 2,640 $25.58 $67,531.20
Disclosure

SEC source: 0000950170-24-076416 · ownership.xml · nonDerivative · entry 1

Berkovitch Eli · CIK 0001855496 · VP Chief Acct Ofr & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 149,732

F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
June 20, 2024 Filed Jun 21, 2024 22:31 UTC
Nottebohm OliviaChief Operating Officer
Tax withholdingClass A Common Stock 1,663 $25.58 $42,539.54
Disclosure

SEC source: 0000950170-24-076412 · ownership.xml · nonDerivative · entry 1

Nottebohm Olivia · CIK 0001801732 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 523,624

F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
June 20, 2024 Filed Jun 21, 2024 22:36 UTC
Smith Dylan CChief Financial Officer
Tax withholdingClass A Common Stock 13,251 $25.58 $338,960.58
Disclosure

SEC source: 0000950170-24-076414 · ownership.xml · nonDerivative · entry 1

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,539,661

F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
June 14, 2024 Filed Jun 18, 2024 23:09 UTC
Berkovitch EliVP Chief Acct Ofr & Controller
SaleClass A Common Stock 3,300 $25.90 $85,466.70
Disclosure

SEC source: 0000950170-24-075134 · ownership.xml · nonDerivative · entry 1

Berkovitch Eli · CIK 0001855496 · VP Chief Acct Ofr & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,372

F1 · price: This sale price represents the weighted average sale price of the shares sold ranging from $25.895 to $25.94 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F2 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
June 10, 2024 Filed Jun 12, 2024 21:34 UTC
Smith Dylan CChief Financial Officer
SaleClass A Common Stock 13,000 $26.38 $342,953.00
Disclosure

SEC source: 0000950170-24-072573 · ownership.xml · nonDerivative · entry 1

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,552,912

F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 6, 2023.

F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $26.26 to $26.495 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
May 15, 2024 Filed May 17, 2024 22:28 UTC GrantClass A Common Stock 8,320 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-061995 · ownership.xml · nonDerivative · entry 1

Murphy Stephen Francis · CIK 0002023448 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,320

F1 · shares: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement.

F2 · shares: 858 of the RSUs will vest fully on June 27, 2024. The remaining 7,462 RSUs will vest annually over 3 years, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
May 10, 2024 Filed May 14, 2024 21:29 UTC
Smith Dylan CChief Financial Officer
SaleClass A Common Stock 13,000 $26.08 $339,092.00
Disclosure

SEC source: 0000950170-24-059803 · ownership.xml · nonDerivative · entry 1

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,565,912

F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 6, 2023.

F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $26.005 to $26.22 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 10, 2024 Filed Apr 11, 2024 21:40 UTC
Smith Dylan CChief Financial Officer
SaleClass A Common Stock 13,000 $27.30 $354,900.00
Disclosure

SEC source: 0000950170-24-043798 · ownership.xml · nonDerivative · entry 1

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,578,912

F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 6, 2023.

F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $27.25 to $27.525 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 04, 2024 Filed Apr 8, 2024 21:24 UTC
Smith Dylan CChief Financial Officer
Tax withholdingClass A Common Stock 14,685 $27.82 $408,536.70
Disclosure

SEC source: 0000950170-24-042700 · ownership.xml · nonDerivative · entry 1

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,591,912

F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of Performance-Based Stock Units ("PSUs") and does not represent a sale by the Reporting Person.

F2 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 03, 2024 Filed Apr 3, 2024 22:25 UTC
Berkovitch EliVP Chief Acct Ofr & Controller
GrantClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041373 · ownership.xml · nonDerivative · entry 3

Berkovitch Eli · CIK 0001855496 · VP Chief Acct Ofr & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,672

F4 · shares: Represents RSUs that shall vest quarterly over four years, subject to the Reporting Person's continuous service through each vesting date.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 03, 2024 Filed Apr 3, 2024 22:29 UTC
Nottebohm OliviaChief Operating Officer
GrantClass A Common Stock 75,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041377 · ownership.xml · nonDerivative · entry 3

Nottebohm Olivia · CIK 0001801732 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 525,287

F4 · shares: Represents RSUs that shall vest quarterly over four years, subject to the Reporting Person's continuous service through each vesting date.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 03, 2024 Filed Apr 3, 2024 22:34 UTC
Smith Dylan CChief Financial Officer
GrantClass A Common Stock 80,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041385 · ownership.xml · nonDerivative · entry 5

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,606,597

F5 · shares: Represents RSUs that shall vest quarterly over four years, subject to the Reporting Person's continuous service through each vesting date.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 22:25 UTC
Berkovitch EliVP Chief Acct Ofr & Controller
Tax withholdingClass A Common Stock 738 $28.32 $20,900.16
Disclosure

SEC source: 0000950170-24-041373 · ownership.xml · nonDerivative · entry 2

Berkovitch Eli · CIK 0001855496 · VP Chief Acct Ofr & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 135,672

F3 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of RSUs and does not represent a sale by the Reporting Person.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 22:25 UTC
Berkovitch EliVP Chief Acct Ofr & Controller
GrantClass A Common Stock 2,078 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041373 · ownership.xml · nonDerivative · entry 1

Berkovitch Eli · CIK 0001855496 · VP Chief Acct Ofr & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 136,410

F1 · shares: Represents Restricted Stock Units ("RSUs") that were granted as a bonus payment earned under the Company's Fiscal Year 2024 Executive Bonus Plan. These RSUs were deemed 100% vested immediately following their grant.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 22:29 UTC
Nottebohm OliviaChief Operating Officer
Tax withholdingClass A Common Stock 159 $28.32 $4,502.88
Disclosure

SEC source: 0000950170-24-041377 · ownership.xml · nonDerivative · entry 2

Nottebohm Olivia · CIK 0001801732 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 450,287

F3 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of RSUs and does not represent a sale by the Reporting Person.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 22:29 UTC
Nottebohm OliviaChief Operating Officer
GrantClass A Common Stock 446 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041377 · ownership.xml · nonDerivative · entry 1

Nottebohm Olivia · CIK 0001801732 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 450,446

F1 · shares: Represents Restricted Stock Units ("RSUs") that were granted as a bonus payment earned under the Company's Fiscal Year 2024 Executive Bonus Plan. These RSUs were deemed 100% vested immediately following their grant.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 22:34 UTC
Smith Dylan CChief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 140,000 $0.00 Strike: $17.85 $0.00
Disclosure

SEC source: 0000950170-24-041385 · ownership.xml · derivative · entry 6

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 140,000 shares

Expires 2024-04-02

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

F6 · derivative.exercise_date: The shares subject to the option were fully vested and exercisable.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 22:34 UTC
Smith Dylan CChief Financial Officer
Tax withholdingClass A Common Stock 62,544 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-041385 · ownership.xml · nonDerivative · entry 4

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,526,597

F4 · shares: Represents shares withheld to pay for a portion of the exercise price incurred in connection with the exercise of stock options that were set to expire in April 2024.

F4 · price: Represents shares withheld to pay for a portion of the exercise price incurred in connection with the exercise of stock options that were set to expire in April 2024.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 22:34 UTC
Smith Dylan CChief Financial Officer
Exercise / conversionClass A Common Stock 140,000 $17.85 $2,499,000.00
Disclosure

SEC source: 0000950170-24-041385 · ownership.xml · nonDerivative · entry 3

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,589,141

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 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 22:34 UTC
Smith Dylan CChief Financial Officer
Tax withholdingClass A Common Stock 1,011 $28.32 $28,631.52
Disclosure

SEC source: 0000950170-24-041385 · ownership.xml · nonDerivative · entry 2

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,449,141

F3 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of RSUs and does not represent a sale by the Reporting Person.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 22:34 UTC
Smith Dylan CChief Financial Officer
GrantClass A Common Stock 2,002 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041385 · ownership.xml · nonDerivative · entry 1

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,450,152

F1 · shares: Represents Restricted Stock Units ("RSUs") that were granted as a bonus payment earned under the Company's Fiscal Year 2024 Executive Bonus Plan. These RSUs were deemed 100% vested immediately following their grant.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 22:31 UTC
Levie AaronDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 346 $28.32 $9,798.72
Disclosure

SEC source: 0000950170-24-041380 · ownership.xml · nonDerivative · entry 2

Levie Aaron · CIK 0001606525 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,029,155

F3 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of RSUs and does not represent a sale by the Reporting Person.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 22:31 UTC
Levie AaronDirector · Chief Executive Officer
GrantClass A Common Stock 848 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041380 · ownership.xml · nonDerivative · entry 1

Levie Aaron · CIK 0001606525 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,029,501

F1 · shares: Represents Restricted Stock Units ("RSUs") that were granted as a bonus payment earned under the Company's Fiscal Year 2024 Executive Bonus Plan. These RSUs were deemed 100% vested immediately following their grant.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
March 28, 2024 Filed Mar 29, 2024 21:23 UTC
EVAN DANA LDirector
SaleClass A Common Stock 11,000 $28.47 $313,137.00
Disclosure

SEC source: 0000950170-24-038762 · ownership.xml · nonDerivative · entry 1

EVAN DANA L · CIK 0001204818 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,535

F1 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

Read SEC document
March 27, 2024 Filed Mar 29, 2024 21:20 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 70,000 $0.00 Strike: $17.85 $0.00
Disclosure

SEC source: 0000950170-24-038759 · ownership.xml · derivative · entry 4

LEVIN DANIEL J · CIK 0001240590 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 70,000 shares

Expires 2024-04-02

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

F4 · derivative.exercise_date: All of this option grant's shares became fully exercisable as of 02/01/2018.

F1 · ownership.nature: The shares are held of record by Daniel J. Levin and Naomi J. Andrews, as Trustees of the Levin/Andrews Family Trust.

Read SEC document
March 27, 2024 Filed Mar 29, 2024 21:20 UTC SaleClass A Common Stock 70,000 $28.33 $1,983,310.00
Disclosure

SEC source: 0000950170-24-038759 · ownership.xml · nonDerivative · entry 2

LEVIN DANIEL J · CIK 0001240590 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $28.23 to $28.425 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F1 · ownership.nature: The shares are held of record by Daniel J. Levin and Naomi J. Andrews, as Trustees of the Levin/Andrews Family Trust.

Read SEC document
March 27, 2024 Filed Mar 29, 2024 21:20 UTC Exercise / conversionClass A Common Stock 70,000 $17.85 $1,249,500.00
Disclosure

SEC source: 0000950170-24-038759 · ownership.xml · nonDerivative · entry 1

LEVIN DANIEL J · CIK 0001240590 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 70,000

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 · ownership.nature: The shares are held of record by Daniel J. Levin and Naomi J. Andrews, as Trustees of the Levin/Andrews Family Trust.

Read SEC document
March 25, 2024 Filed Mar 27, 2024 21:21 UTC
Levie AaronDirector · Chief Executive Officer
GiftClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-037355 · ownership.xml · nonDerivative · entry 1

Levie Aaron · CIK 0001606525 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,028,653

F1 · kind: This transaction represents a bona fide charitable contribution to a donor advised fund. No shares were sold by the reporting person.

F2 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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March 22, 2024 Filed Mar 23, 2024 00:56 UTC
Smith Dylan CChief Financial Officer
Tax withholdingClass A Common Stock 12,706 $28.34 $360,088.04
Disclosure

SEC source: 0000950170-24-035568 · ownership.xml · nonDerivative · entry 3

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,448,150

F5 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of PSUs and does not represent a sale by the Reporting Person.

F3 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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March 22, 2024 Filed Mar 23, 2024 00:56 UTC
Smith Dylan CChief Financial Officer
GrantClass A Common Stock 76,387 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-035568 · ownership.xml · nonDerivative · entry 2

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,460,856

F4 · shares: This award represents the achievement of performance criteria under performance-based restricted stock units ("PSUs") granted on April 3, 2023. One-third of these PSUs shall vest on March 22, 2024 and the remaining two-thirds shall vest annually thereafter on March 20, 2025 and March 20, 2026, subject to the Reporting Person's continuous service through each vesting date.

F3 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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March 21, 2024 Filed Mar 25, 2024 22:51 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 73,660 $0.00 Strike: $17.85 $0.00
Disclosure

SEC source: 0000950170-24-036066 · ownership.xml · derivative · entry 4

LEVIN DANIEL J · CIK 0001240590 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 70,000

Underlying: Class A Common Stock · 73,660 shares

Expires 2024-04-02

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

F4 · derivative.exercise_date: All of this option grant's shares became fully exercisable as of 02/01/2018.

F1 · ownership.nature: The shares are held of record by Daniel J. Levin and Naomi J. Andrews, as Trustees of the Levin/Andrews Family Trust.

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March 21, 2024 Filed Mar 25, 2024 22:51 UTC SaleClass A Common Stock 73,660 $28.40 $2,091,944.00
Disclosure

SEC source: 0000950170-24-036066 · ownership.xml · nonDerivative · entry 2

LEVIN DANIEL J · CIK 0001240590 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $28.315 to $28.50 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F1 · ownership.nature: The shares are held of record by Daniel J. Levin and Naomi J. Andrews, as Trustees of the Levin/Andrews Family Trust.

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March 21, 2024 Filed Mar 25, 2024 22:51 UTC Exercise / conversionClass A Common Stock 73,660 $17.85 $1,314,831.00
Disclosure

SEC source: 0000950170-24-036066 · ownership.xml · nonDerivative · entry 1

LEVIN DANIEL J · CIK 0001240590 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 73,660

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 · ownership.nature: The shares are held of record by Daniel J. Levin and Naomi J. Andrews, as Trustees of the Levin/Andrews Family Trust.

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March 20, 2024 Filed Mar 23, 2024 01:00 UTC
Berkovitch EliVP Chief Acct Ofr & Controller
Tax withholdingClass A Common Stock 2,770 $28.79 $79,748.30
Disclosure

SEC source: 0000950170-24-035574 · ownership.xml · nonDerivative · entry 1

Berkovitch Eli · CIK 0001855496 · VP Chief Acct Ofr & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,332

F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person.

F2 · balance_after: Includes 369 shares acquired on March 15, 2024 by the Reporting Person pursuant to the Issuer's Employee Stock Purchase Plan.

F3 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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March 20, 2024 Filed Mar 23, 2024 00:56 UTC
Smith Dylan CChief Financial Officer
Tax withholdingClass A Common Stock 12,133 $28.79 $349,309.07
Disclosure

SEC source: 0000950170-24-035568 · ownership.xml · nonDerivative · entry 1

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,384,469

F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person.

F2 · balance_after: Includes 900 shares acquired on March 15, 2024 by the Reporting Person pursuant to the Issuer's Employee Stock Purchase Plan.

F3 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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March 11, 2024 Filed Mar 13, 2024 21:55 UTC
Smith Dylan CChief Financial Officer
SaleClass A Common Stock 13,000 $29.26 $380,419.00
Disclosure

SEC source: 0001209191-24-004820 · doc4.xml · nonDerivative · entry 1

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,395,702

F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 6, 2023.

F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $29.085 to $29.49 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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March 11, 2024 Filed Mar 13, 2024 21:58 UTC
Levie AaronDirector · Chief Executive Officer
SaleClass A Common Stock 10,000 $29.47 $294,680.00
Disclosure

SEC source: 0001209191-24-004822 · doc4.xml · nonDerivative · entry 1

Levie Aaron · CIK 0001606525 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,048,653

F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 30, 2023.

F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $29.08 to $29.65 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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February 09, 2024 Filed Feb 13, 2024 22:32 UTC
Smith Dylan CChief Financial Officer
SaleClass A Common Stock 13,000 $27.47 $357,097.00
Disclosure

SEC source: 0001209191-24-003203 · doc4.xml · nonDerivative · entry 1

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,408,702

F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 6, 2023.

F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $27.16 to $27.63 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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January 10, 2024 Filed Jan 11, 2024 23:15 UTC
Smith Dylan CChief Financial Officer
SaleClass A Common Stock 13,000 $24.91 $323,882.00
Disclosure

SEC source: 0001209191-24-001480 · doc4.xml · nonDerivative · entry 1

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,421,702

F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 6, 2023.

F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $24.72 to $25.10 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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January 09, 2024 Filed Jan 11, 2024 23:13 UTC
Berkovitch EliVP Chief Acct Ofr & Controller
SaleClass A Common Stock 7,750 $24.94 $193,285.00
Disclosure

SEC source: 0001209191-24-001478 · doc4.xml · nonDerivative · entry 1

Berkovitch Eli · CIK 0001855496 · VP Chief Acct Ofr & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 136,733

F1 · price: This sale price represents the weighted average sale price of the shares sold ranging from $24.875 to $25.065 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F2 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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December 20, 2023 Filed Dec 21, 2023 22:25 UTC
Berkovitch EliVP Chief Acct Ofr & Controller
Tax withholdingClass A Common Stock 2,807 $26.19 $73,515.33
Disclosure

SEC source: 0001209191-23-059467 · doc4.xml · nonDerivative · entry 1

Berkovitch Eli · CIK 0001855496 · VP Chief Acct Ofr & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144,483

F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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December 20, 2023 Filed Dec 21, 2023 22:28 UTC
Smith Dylan CChief Financial Officer
Tax withholdingClass A Common Stock 16,735 $26.19 $438,289.65
Disclosure

SEC source: 0001209191-23-059471 · doc4.xml · nonDerivative · entry 1

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,434,702

F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person.

F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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December 13, 2023 Filed Dec 15, 2023 22:22 UTC
Nottebohm OliviaChief Operating Officer
GrantClass A Common Stock 450,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-058831 · doc4.xml · nonDerivative · entry 1

Nottebohm Olivia · CIK 0001801732 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 450,000

F1 · shares: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement.

F2 · shares: 1/4 of the RSUs will vest on December 20, 2024. The remaining RSUs will vest quarterly thereafter over the following three years, subject to the Reporting Person's continued service through each vesting date.

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December 11, 2023 Filed Dec 13, 2023 22:48 UTC
Smith Dylan CChief Financial Officer
SaleClass A Common Stock 13,000 $23.94 $311,207.00
Disclosure

SEC source: 0001209191-23-058541 · doc4.xml · nonDerivative · entry 1

Smith Dylan C · CIK 0001606410 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,451,437

F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 6, 2023.

F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $23.81 to $24.02 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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December 11, 2023 Filed Dec 13, 2023 22:45 UTC
Levie AaronDirector · Chief Executive Officer
SaleClass A Common Stock 10,000 $24.22 $242,160.00
Disclosure

SEC source: 0001209191-23-058537 · doc4.xml · nonDerivative · entry 1

Levie Aaron · CIK 0001606525 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,058,653

F1 · kind: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 30, 2023.

F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $23.92 to $24.41 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Certain of these shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.

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