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BROS

Dutch Bros Inc.

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Tapewire entity
3641
SEC CIK
0001866581
Parsed reports
381

Last 12 months

Inside the activity.

2 purchase rows · 69 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 2025032
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 2026112
Jun 2026025
Jul 202600
Aug 202610
Sep 202600
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
September 30, 2023 Filed Oct 3, 2023 18:43 UTC Exercise / conversionClass A Common Stock 938 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000114 · wf-form4_169635859294241.xml · nonDerivative · entry 1

Broader Shelley G. · CIK 0001426843 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,826

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.

Read SEC document
August 11, 2023 Filed Aug 14, 2023 20:04 UTC
Tullett Victoria JChief Legal Officer
PurchaseClass A Common Stock 739 $33.80 $24,978.20
Disclosure

SEC source: 0001866581-23-000112 · wf-form4_169204344021277.xml · nonDerivative · entry 1

Tullett Victoria J · CIK 0001606719 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 739

Read SEC document
August 09, 2023 Filed Aug 29, 2023 20:49 UTC
Boersma TravisDirector · Executive Chairman of Board · 10% owner
SaleCall Option (Right to Buy) · Derivative 2 $549.99 Strike: $26.00 $1,099.98
Disclosure

SEC source: 0001209191-23-047615 · doc4.xml · derivative · entry 41

Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son

Disclosed balance after: 0

Underlying: Class A Common Stock · 200 shares

Expires 2023-08-11

F1 · ownership.nature: Pursuant to Section 16 reporting requirements, the Form 4 reflects purchases and sales of the Issuer's Class A common stock and derivative securities that were made by the Reporting Person's adult son. The amount of profit realized by the applicable short-swing transactions is approximately $8,500 and has been paid to the Issuer, as required. The Reporting Person was recently notified of the transactions by his son, resulting in today's filing. This report shall not be deemed an admission by the Reporting Person that he is the beneficial owner of any of the securities traded by his adult son, other than for purposes of Section 16.

Read SEC document
August 09, 2023 Filed Aug 29, 2023 20:49 UTC
Boersma TravisDirector · Executive Chairman of Board · 10% owner
SaleClass A Common Stock 109.1482 $30.72 $3,353.03
Disclosure

SEC source: 0001209191-23-047615 · doc4.xml · nonDerivative · entry 20

Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son

Disclosed balance after: 0

F6 · price: Represents weighted average sales price. The shares were sold at prices ranging from $30.72 to $30.78. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F1 · ownership.nature: Pursuant to Section 16 reporting requirements, the Form 4 reflects purchases and sales of the Issuer's Class A common stock and derivative securities that were made by the Reporting Person's adult son. The amount of profit realized by the applicable short-swing transactions is approximately $8,500 and has been paid to the Issuer, as required. The Reporting Person was recently notified of the transactions by his son, resulting in today's filing. This report shall not be deemed an admission by the Reporting Person that he is the beneficial owner of any of the securities traded by his adult son, other than for purposes of Section 16.

Read SEC document
August 08, 2023 Filed Aug 29, 2023 20:49 UTC
Boersma TravisDirector · Executive Chairman of Board · 10% owner
SaleCall Option (Right to Buy) · Derivative 1 $239.98 Strike: $26.00 $239.98
Disclosure

SEC source: 0001209191-23-047615 · doc4.xml · derivative · entry 40

Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son

Disclosed balance after: 2

Underlying: Class A Common Stock · 100 shares

Expires 2023-08-11

F1 · ownership.nature: Pursuant to Section 16 reporting requirements, the Form 4 reflects purchases and sales of the Issuer's Class A common stock and derivative securities that were made by the Reporting Person's adult son. The amount of profit realized by the applicable short-swing transactions is approximately $8,500 and has been paid to the Issuer, as required. The Reporting Person was recently notified of the transactions by his son, resulting in today's filing. This report shall not be deemed an admission by the Reporting Person that he is the beneficial owner of any of the securities traded by his adult son, other than for purposes of Section 16.

Read SEC document
August 08, 2023 Filed Aug 29, 2023 20:49 UTC
Boersma TravisDirector · Executive Chairman of Board · 10% owner
PurchaseCall Option (Right to Buy) · Derivative 3 $230.00 Strike: $26.00 $690.00
Disclosure

SEC source: 0001209191-23-047615 · doc4.xml · derivative · entry 39

Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son

Disclosed balance after: 3

Underlying: Class A Common Stock · 300 shares

Expires 2023-08-11

F1 · ownership.nature: Pursuant to Section 16 reporting requirements, the Form 4 reflects purchases and sales of the Issuer's Class A common stock and derivative securities that were made by the Reporting Person's adult son. The amount of profit realized by the applicable short-swing transactions is approximately $8,500 and has been paid to the Issuer, as required. The Reporting Person was recently notified of the transactions by his son, resulting in today's filing. This report shall not be deemed an admission by the Reporting Person that he is the beneficial owner of any of the securities traded by his adult son, other than for purposes of Section 16.

Read SEC document
August 08, 2023 Filed Aug 29, 2023 20:49 UTC
Boersma TravisDirector · Executive Chairman of Board · 10% owner
PurchaseClass A Common Stock 10.8456 $27.66 $299.99
Disclosure

SEC source: 0001209191-23-047615 · doc4.xml · nonDerivative · entry 19

Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son

Disclosed balance after: 109.1482

F1 · ownership.nature: Pursuant to Section 16 reporting requirements, the Form 4 reflects purchases and sales of the Issuer's Class A common stock and derivative securities that were made by the Reporting Person's adult son. The amount of profit realized by the applicable short-swing transactions is approximately $8,500 and has been paid to the Issuer, as required. The Reporting Person was recently notified of the transactions by his son, resulting in today's filing. This report shall not be deemed an admission by the Reporting Person that he is the beneficial owner of any of the securities traded by his adult son, other than for purposes of Section 16.

Read SEC document
August 08, 2023 Filed Aug 29, 2023 20:49 UTC
Boersma TravisDirector · Executive Chairman of Board · 10% owner
PurchaseClass A Common Stock 2.4696 $27.51 $67.94
Disclosure

SEC source: 0001209191-23-047615 · doc4.xml · nonDerivative · entry 18

Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son

Disclosed balance after: 98.3025

F1 · ownership.nature: Pursuant to Section 16 reporting requirements, the Form 4 reflects purchases and sales of the Issuer's Class A common stock and derivative securities that were made by the Reporting Person's adult son. The amount of profit realized by the applicable short-swing transactions is approximately $8,500 and has been paid to the Issuer, as required. The Reporting Person was recently notified of the transactions by his son, resulting in today's filing. This report shall not be deemed an admission by the Reporting Person that he is the beneficial owner of any of the securities traded by his adult son, other than for purposes of Section 16.

Read SEC document
August 08, 2023 Filed Aug 29, 2023 20:49 UTC
Boersma TravisDirector · Executive Chairman of Board · 10% owner
SaleClass A Common Stock 27.3423 $27.43 $750.00
Disclosure

SEC source: 0001209191-23-047615 · doc4.xml · nonDerivative · entry 17

Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son

Disclosed balance after: 95.8329

F1 · ownership.nature: Pursuant to Section 16 reporting requirements, the Form 4 reflects purchases and sales of the Issuer's Class A common stock and derivative securities that were made by the Reporting Person's adult son. The amount of profit realized by the applicable short-swing transactions is approximately $8,500 and has been paid to the Issuer, as required. The Reporting Person was recently notified of the transactions by his son, resulting in today's filing. This report shall not be deemed an admission by the Reporting Person that he is the beneficial owner of any of the securities traded by his adult son, other than for purposes of Section 16.

Read SEC document
August 03, 2023 Filed Aug 29, 2023 20:49 UTC
Boersma TravisDirector · Executive Chairman of Board · 10% owner
SaleClass A Common Stock 136.1934 $29.36 $3,998.64
Disclosure

SEC source: 0001209191-23-047615 · doc4.xml · nonDerivative · entry 16

Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son

Disclosed balance after: 123.1752

F1 · ownership.nature: Pursuant to Section 16 reporting requirements, the Form 4 reflects purchases and sales of the Issuer's Class A common stock and derivative securities that were made by the Reporting Person's adult son. The amount of profit realized by the applicable short-swing transactions is approximately $8,500 and has been paid to the Issuer, as required. The Reporting Person was recently notified of the transactions by his son, resulting in today's filing. This report shall not be deemed an admission by the Reporting Person that he is the beneficial owner of any of the securities traded by his adult son, other than for purposes of Section 16.

Read SEC document
August 01, 2023 Filed Aug 2, 2023 19:15 UTC SaleClass A Common Stock 462 $30.86 $14,257.32
Disclosure

SEC source: 0001866581-23-000103 · wf-form4_169100373059234.xml · nonDerivative · entry 2

Ricci Joth · CIK 0001883088 · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,976,335

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 7, 2022.

Read SEC document
August 01, 2023 Filed Aug 2, 2023 19:15 UTC SaleClass A Common Stock 79,538 $30.29 $2,409,206.02
Disclosure

SEC source: 0001866581-23-000103 · wf-form4_169100373059234.xml · nonDerivative · entry 1

Ricci Joth · CIK 0001883088 · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,976,797

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 7, 2022.

F2 · price: The price reported is the weighted average price. These shares were sold in multiple transactions at prices ranging from $29.86 to $30.85, inclusive. The reporting person undertakes to provide to Dutch Bros Inc., any security holders of Dutch Bros Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
July 01, 2023 Filed Jul 5, 2023 19:03 UTC
DAVILA TANAChief Marketing Officer
GrantRestricted Stock Units · Derivative 17,574 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000101 · wf-form4_168858378604136.xml · derivative · entry 2

DAVILA TANA · CIK 0001981137 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,574

Underlying: Class A Common Stock · 17,574 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The reporting person received an award of 17,574 restricted stock units, 50% of which will vest on each of July 1, 2025 and July 1, 2026.

F3 · derivative.expiration_date: The reporting person received an award of 17,574 restricted stock units, 50% of which will vest on each of July 1, 2025 and July 1, 2026.

Read SEC document
July 01, 2023 Filed Jul 5, 2023 19:03 UTC
DAVILA TANAChief Marketing Officer
GrantRestricted Stock Units · Derivative 11,310 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000101 · wf-form4_168858378604136.xml · derivative · entry 1

DAVILA TANA · CIK 0001981137 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,310

Underlying: Class A Common Stock · 11,310 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: The reporting person received an award of 11,310 restricted stock units, 50% of which will vest on each of July 1, 2025 and July 1, 2026.

F2 · derivative.expiration_date: The reporting person received an award of 11,310 restricted stock units, 50% of which will vest on each of July 1, 2025 and July 1, 2026.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:55 UTC GrantRestricted Stock Units · Derivative 3,752 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000091 · wf-form4_168435334099811.xml · derivative · entry 6

George Kathryn · CIK 0001883130 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,752

Underlying: Class A Common Stock · 3,752 shares

Expires not disclosed

F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F4 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.

F4 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:55 UTC Exercise / conversionRestricted Stock Units · Derivative 3,032 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000091 · wf-form4_168435334099811.xml · derivative · entry 5

George Kathryn · CIK 0001883130 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,032 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: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:55 UTC GrantRestricted Stock Units · Derivative 3,032 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000091 · wf-form4_168435334099811.xml · derivative · entry 4

George Kathryn · CIK 0001883130 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,032

Underlying: Class A Common Stock · 3,032 shares

Expires not disclosed

F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:55 UTC Exercise / conversionRestricted Stock Units · Derivative 628 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000091 · wf-form4_168435334099811.xml · derivative · entry 3

George Kathryn · CIK 0001883130 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 628 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: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which vested on each of September 30, 2022, December 31, 2022, March 31, 2023 and the date of the Issuer's 2023 annual stockholder meeting, which occurred on May 16, 2023.

F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which vested on each of September 30, 2022, December 31, 2022, March 31, 2023 and the date of the Issuer's 2023 annual stockholder meeting, which occurred on May 16, 2023.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:55 UTC Exercise / conversionClass A Common Stock 3,032 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000091 · wf-form4_168435334099811.xml · nonDerivative · entry 2

George Kathryn · CIK 0001883130 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,541

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.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:55 UTC Exercise / conversionClass A Common Stock 628 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000091 · wf-form4_168435334099811.xml · nonDerivative · entry 1

George Kathryn · CIK 0001883130 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,509

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.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:54 UTC GrantRestricted Stock Units · Derivative 3,752 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000089 · wf-form4_168435325374605.xml · derivative · entry 6

Davis Thomas James · CIK 0001884188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,752

Underlying: Class A Common Stock · 3,752 shares

Expires not disclosed

F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F4 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.

F4 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:54 UTC Exercise / conversionRestricted Stock Units · Derivative 3,032 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000089 · wf-form4_168435325374605.xml · derivative · entry 5

Davis Thomas James · CIK 0001884188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,032 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: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:54 UTC GrantRestricted Stock Units · Derivative 3,032 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000089 · wf-form4_168435325374605.xml · derivative · entry 4

Davis Thomas James · CIK 0001884188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,032

Underlying: Class A Common Stock · 3,032 shares

Expires not disclosed

F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:54 UTC Exercise / conversionRestricted Stock Units · Derivative 628 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000089 · wf-form4_168435325374605.xml · derivative · entry 3

Davis Thomas James · CIK 0001884188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 628 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: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which vested on each of September 30, 2022, December 31, 2022, March 31, 2023 and the date of the Issuer's 2023 annual stockholder meeting, which occurred on May 16, 2023.

F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which vested on each of September 30, 2022, December 31, 2022, March 31, 2023 and the date of the Issuer's 2023 annual stockholder meeting, which occurred on May 16, 2023.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:54 UTC Exercise / conversionClass A Common Stock 3,032 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000089 · wf-form4_168435325374605.xml · nonDerivative · entry 2

Davis Thomas James · CIK 0001884188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,541

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.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:54 UTC Exercise / conversionClass A Common Stock 628 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000089 · wf-form4_168435325374605.xml · nonDerivative · entry 1

Davis Thomas James · CIK 0001884188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,509

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.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:49 UTC GrantRestricted Stock Units · Derivative 3,752 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000085 · wf-form4_168435296579846.xml · derivative · entry 6

Broader Shelley G. · CIK 0001426843 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,752

Underlying: Class A Common Stock · 3,752 shares

Expires not disclosed

F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F4 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.

F4 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:49 UTC Exercise / conversionRestricted Stock Units · Derivative 3,032 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000085 · wf-form4_168435296579846.xml · derivative · entry 5

Broader Shelley G. · CIK 0001426843 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,032 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: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:49 UTC GrantRestricted Stock Units · Derivative 3,032 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000085 · wf-form4_168435296579846.xml · derivative · entry 4

Broader Shelley G. · CIK 0001426843 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,032

Underlying: Class A Common Stock · 3,032 shares

Expires not disclosed

F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:49 UTC Exercise / conversionRestricted Stock Units · Derivative 628 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000085 · wf-form4_168435296579846.xml · derivative · entry 3

Broader Shelley G. · CIK 0001426843 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 628 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: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which vested on each of September 30, 2022, December 31, 2022, March 31, 2023 and the date of the Issuer's 2023 annual stockholder meeting, which occurred on May 16, 2023.

F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which vested on each of September 30, 2022, December 31, 2022, March 31, 2023 and the date of the Issuer's 2023 annual stockholder meeting, which occurred on May 16, 2023.

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May 16, 2023 Filed May 17, 2023 19:49 UTC Exercise / conversionClass A Common Stock 3,032 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000085 · wf-form4_168435296579846.xml · nonDerivative · entry 2

Broader Shelley G. · CIK 0001426843 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,888

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.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:49 UTC Exercise / conversionClass A Common Stock 628 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000085 · wf-form4_168435296579846.xml · nonDerivative · entry 1

Broader Shelley G. · CIK 0001426843 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,856

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.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:52 UTC GrantRestricted Stock Units · Derivative 3,752 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000087 · wf-form4_168435315939407.xml · derivative · entry 6

Gillett Stephen · CIK 0001492029 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,752

Underlying: Class A Common Stock · 3,752 shares

Expires not disclosed

F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F4 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.

F4 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.

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May 16, 2023 Filed May 17, 2023 19:52 UTC Exercise / conversionRestricted Stock Units · Derivative 1,768 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000087 · wf-form4_168435315939407.xml · derivative · entry 5

Gillett Stephen · CIK 0001492029 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,768 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: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

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May 16, 2023 Filed May 17, 2023 19:52 UTC GrantRestricted Stock Units · Derivative 1,768 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000087 · wf-form4_168435315939407.xml · derivative · entry 4

Gillett Stephen · CIK 0001492029 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,768

Underlying: Class A Common Stock · 1,768 shares

Expires not disclosed

F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

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May 16, 2023 Filed May 17, 2023 19:52 UTC Exercise / conversionRestricted Stock Units · Derivative 628 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000087 · wf-form4_168435315939407.xml · derivative · entry 3

Gillett Stephen · CIK 0001492029 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 628 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: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which vested on each of September 30, 2022, December 31, 2022, March 31, 2023 and the date of the Issuer's 2023 annual stockholder meeting, which occurred on May 16, 2023.

F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which vested on each of September 30, 2022, December 31, 2022, March 31, 2023 and the date of the Issuer's 2023 annual stockholder meeting, which occurred on May 16, 2023.

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May 16, 2023 Filed May 17, 2023 19:52 UTC Exercise / conversionClass A Common Stock 1,768 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000087 · wf-form4_168435315939407.xml · nonDerivative · entry 2

Gillett Stephen · CIK 0001492029 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,927

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.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:52 UTC Exercise / conversionClass A Common Stock 628 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000087 · wf-form4_168435315939407.xml · nonDerivative · entry 1

Gillett Stephen · CIK 0001492029 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,159

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.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:48 UTC
Miller Ann MDirector
GrantRestricted Stock Units · Derivative 3,752 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000083 · wf-form4_168435287143337.xml · derivative · entry 4

Miller Ann M · CIK 0001911661 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,752

Underlying: Class A Common Stock · 3,752 shares

Expires not disclosed

F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.

F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:48 UTC
Miller Ann MDirector
Exercise / conversionRestricted Stock Units · Derivative 2,744 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000083 · wf-form4_168435287143337.xml · derivative · entry 3

Miller Ann M · CIK 0001911661 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,744 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: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:48 UTC
Miller Ann MDirector
GrantRestricted Stock Units · Derivative 2,744 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000083 · wf-form4_168435287143337.xml · derivative · entry 2

Miller Ann M · CIK 0001911661 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,744

Underlying: Class A Common Stock · 2,744 shares

Expires not disclosed

F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:48 UTC
Miller Ann MDirector
Exercise / conversionClass A Common Stock 2,744 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000083 · wf-form4_168435287143337.xml · nonDerivative · entry 1

Miller Ann M · CIK 0001911661 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,744

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.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:45 UTC
Jack BlytheDirector
GrantRestricted Stock Units · Derivative 3,752 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000081 · wf-form4_168435274442724.xml · derivative · entry 4

Jack Blythe · CIK 0001883048 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,752

Underlying: Class A Common Stock · 3,752 shares

Expires not disclosed

F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.

F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:45 UTC
Jack BlytheDirector
Exercise / conversionRestricted Stock Units · Derivative 1,387 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000081 · wf-form4_168435274442724.xml · derivative · entry 3

Jack Blythe · CIK 0001883048 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,387 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: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:45 UTC
Jack BlytheDirector
GrantRestricted Stock Units · Derivative 1,387 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000081 · wf-form4_168435274442724.xml · derivative · entry 2

Jack Blythe · CIK 0001883048 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,387

Underlying: Class A Common Stock · 1,387 shares

Expires not disclosed

F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.

F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023.

Read SEC document
May 16, 2023 Filed May 17, 2023 19:45 UTC
Jack BlytheDirector
Exercise / conversionClass A Common Stock 1,387 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000081 · wf-form4_168435274442724.xml · nonDerivative · entry 1

Jack Blythe · CIK 0001883048 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,387

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

Read SEC document
May 12, 2023 Filed May 15, 2023 17:37 UTC
Jemley CharlesChief Financial Officer
GiftClass A Common Stock 997,429 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000079 · wf-form4_168417226258036.xml · nonDerivative · entry 2

Jemley Charles · CIK 0001716761 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Jemley Living Trust dtd 6/24/2022

Disclosed balance after: 997,429

F1 · shares: On May 12, 2023, the reporting person transferred 997,429 shares to the Jemley Living Trust dtd 6/24/2022, of which the reporting person is a trustee and has voting and dispositive power over the shares.

F2 · ownership.nature: Held by the Jemley Living Trust dtd 6/24/2022, of which the reporting person is a trustee and has voting and dispositive power over the shares.

Read SEC document
May 12, 2023 Filed May 15, 2023 17:37 UTC
Jemley CharlesChief Financial Officer
GiftClass A Common Stock 997,429 $0.00 $0.00
Disclosure

SEC source: 0001866581-23-000079 · wf-form4_168417226258036.xml · nonDerivative · entry 1

Jemley Charles · CIK 0001716761 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169,603

F1 · shares: On May 12, 2023, the reporting person transferred 997,429 shares to the Jemley Living Trust dtd 6/24/2022, of which the reporting person is a trustee and has voting and dispositive power over the shares.

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May 10, 2023 Filed Aug 29, 2023 20:49 UTC
Boersma TravisDirector · Executive Chairman of Board · 10% owner
SalePut Option (Right to Sell) · Derivative 1 $299.98 Strike: $33.00 $299.98
Disclosure

SEC source: 0001209191-23-047615 · doc4.xml · derivative · entry 38

Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son

Disclosed balance after: 0

Underlying: Class A Common Stock · 100 shares

Expires 2023-05-12

Read SEC document
May 10, 2023 Filed Aug 29, 2023 20:49 UTC
Boersma TravisDirector · Executive Chairman of Board · 10% owner
PurchaseClass A Common Stock 130.3816 $29.80 $3,885.37
Disclosure

SEC source: 0001209191-23-047615 · doc4.xml · nonDerivative · entry 15

Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son

Disclosed balance after: 259.3686

F5 · price: Represents weighted average purchase price. The shares were sold at prices ranging from $29.76 to $29.80. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares purchased at each separate price.

F1 · ownership.nature: Pursuant to Section 16 reporting requirements, the Form 4 reflects purchases and sales of the Issuer's Class A common stock and derivative securities that were made by the Reporting Person's adult son. The amount of profit realized by the applicable short-swing transactions is approximately $8,500 and has been paid to the Issuer, as required. The Reporting Person was recently notified of the transactions by his son, resulting in today's filing. This report shall not be deemed an admission by the Reporting Person that he is the beneficial owner of any of the securities traded by his adult son, other than for purposes of Section 16.

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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.