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BrightView Holdings, Inc.

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Tapewire entity
4938
SEC CIK
0001734713
Parsed reports
406

Last 12 months

Inside the activity.

4 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202511
Jan 202600
Feb 202610
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202620
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
December 02, 2025 Filed Dec 3, 2025 22:00 UTC
Urban Brett NicholasChief Financial Officer
Exercise / conversionCommon Stock 7,934 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-306910 · ownership.xml · nonDerivative · entry 1

Urban Brett Nicholas · CIK 0001946135 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,421

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

F1 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 02, 2025 Filed Dec 3, 2025 22:00 UTC
Jackson Brian EdwardChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 1,082 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-306908 · ownership.xml · derivative · entry 4

Jackson Brian Edward · CIK 0001985333 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,246

Underlying: Common Stock · 1,082 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.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F6 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 2, 2025.

F6 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 2, 2025.

Read SEC document
December 02, 2025 Filed Dec 3, 2025 22:00 UTC
Jackson Brian EdwardChief Accounting Officer
Tax withholdingCommon Stock 310 $12.78 $3,961.80
Disclosure

SEC source: 0001193125-25-306908 · ownership.xml · nonDerivative · entry 2

Jackson Brian Edward · CIK 0001985333 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,991

F3 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock units that vested on December 2, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 02, 2025 Filed Dec 3, 2025 22:00 UTC
Jackson Brian EdwardChief Accounting Officer
Exercise / conversionCommon Stock 1,082 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-306908 · ownership.xml · nonDerivative · entry 1

Jackson Brian Edward · CIK 0001985333 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,301

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

F1 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 02, 2025 Filed Dec 3, 2025 22:00 UTC Exercise / conversionRestricted Stock Units · Derivative 4,688 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-306903 · ownership.xml · derivative · entry 4

Orders Amanda Marie · CIK 0001794175 · EVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,066

Underlying: Common Stock · 4,688 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.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F6 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 2, 2025.

F6 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 2, 2025.

Read SEC document
December 02, 2025 Filed Dec 3, 2025 22:00 UTC Tax withholdingCommon Stock 2,103 $12.78 $26,876.34
Disclosure

SEC source: 0001193125-25-306903 · ownership.xml · nonDerivative · entry 2

Orders Amanda Marie · CIK 0001794175 · EVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 149,870

F3 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock units that vested on December 2, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 02, 2025 Filed Dec 3, 2025 22:00 UTC Exercise / conversionCommon Stock 4,688 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-306903 · ownership.xml · nonDerivative · entry 1

Orders Amanda Marie · CIK 0001794175 · EVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 151,973

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

F1 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 02, 2025 Filed Dec 3, 2025 22:00 UTC
Dozier Michael JoeEVP, Chief Commercial officer
Exercise / conversionRestricted Stock Units · Derivative 3,967 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-306901 · ownership.xml · derivative · entry 4

Dozier Michael Joe · CIK 0001791941 · EVP, Chief Commercial officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,902

Underlying: Common Stock · 3,967 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.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F6 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 2, 2025.

F6 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 2, 2025.

Read SEC document
December 02, 2025 Filed Dec 3, 2025 22:00 UTC
Dozier Michael JoeEVP, Chief Commercial officer
Tax withholdingCommon Stock 1,767 $12.78 $22,582.26
Disclosure

SEC source: 0001193125-25-306901 · ownership.xml · nonDerivative · entry 2

Dozier Michael Joe · CIK 0001791941 · EVP, Chief Commercial officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 231,644

F3 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock units that vested on December 2, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 02, 2025 Filed Dec 3, 2025 22:00 UTC
Dozier Michael JoeEVP, Chief Commercial officer
Exercise / conversionCommon Stock 3,967 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-306901 · ownership.xml · nonDerivative · entry 1

Dozier Michael Joe · CIK 0001791941 · EVP, Chief Commercial officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 233,411

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

F1 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 17:00 UTC
Gottsegen Jonathan MarkEVP, CLO & Corporate Secretary
GrantRestricted Stock Units · Derivative 17,539 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-306897 · ownership.xml · derivative · entry 4

Gottsegen Jonathan Mark · CIK 0001456903 · EVP, CLO & Corporate Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,539

Underlying: Common Stock · 17,539 shares

Expires not disclosed

F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F6 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 1, 2026.

F6 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 1, 2026.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 17:00 UTC
Gottsegen Jonathan MarkEVP, CLO & Corporate Secretary
SaleCommon Stock 35,000 $12.62 $441,700.00
Disclosure

SEC source: 0001193125-25-306897 · ownership.xml · nonDerivative · entry 1

Gottsegen Jonathan Mark · CIK 0001456903 · EVP, CLO & Corporate Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,958

F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.52 to $12.80, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 17:00 UTC
Asplund Dale APresident and CEO
GrantRestricted Stock Units · Derivative 94,044 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-306909 · ownership.xml · derivative · entry 3

Asplund Dale A · CIK 0001518625 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,044

Underlying: Common Stock · 94,044 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F5 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 1, 2026.

F5 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 1, 2026.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 22:00 UTC
Urban Brett NicholasChief Financial Officer
GrantRestricted Stock Units · Derivative 25,862 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-306910 · ownership.xml · derivative · entry 3

Urban Brett Nicholas · CIK 0001946135 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,862

Underlying: Common Stock · 25,862 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F5 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 1, 2026.

F5 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 1, 2026.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 22:00 UTC
Jackson Brian EdwardChief Accounting Officer
GrantRestricted Stock Units · Derivative 4,350 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-306908 · ownership.xml · derivative · entry 3

Jackson Brian Edward · CIK 0001985333 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,350

Underlying: Common Stock · 4,350 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F5 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 1, 2026.

F5 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 1, 2026.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 22:00 UTC GrantRestricted Stock Units · Derivative 15,282 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-306903 · ownership.xml · derivative · entry 3

Orders Amanda Marie · CIK 0001794175 · EVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,282

Underlying: Common Stock · 15,282 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F5 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 1, 2026.

F5 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 1, 2026.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 22:00 UTC
Dozier Michael JoeEVP, Chief Commercial officer
GrantRestricted Stock Units · Derivative 12,931 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-306901 · ownership.xml · derivative · entry 3

Dozier Michael Joe · CIK 0001791941 · EVP, Chief Commercial officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,931

Underlying: Common Stock · 12,931 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F5 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 1, 2026.

F5 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on December 1, 2026.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 16:30 UTC
Gottsegen Jonathan MarkEVP, CLO & Corporate Secretary
Exercise / conversionRestricted Stock Units · Derivative 12,466 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-288173 · ownership.xml · derivative · entry 11

Gottsegen Jonathan Mark · CIK 0001456903 · EVP, CLO & Corporate Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,467

Underlying: Common Stock · 12,466 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F10 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2023.

F10 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2023.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 16:30 UTC
Gottsegen Jonathan MarkEVP, CLO & Corporate Secretary
Exercise / conversionRestricted Stock Units · Derivative 6,201 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-288173 · ownership.xml · derivative · entry 10

Gottsegen Jonathan Mark · CIK 0001456903 · EVP, CLO & Corporate Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,201 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F9 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2022.

F9 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2022.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 16:30 UTC
Gottsegen Jonathan MarkEVP, CLO & Corporate Secretary
Tax withholdingCommon Stock 25,457 $11.89 $302,683.73
Disclosure

SEC source: 0001193125-25-288173 · ownership.xml · nonDerivative · entry 8

Gottsegen Jonathan Mark · CIK 0001456903 · EVP, CLO & Corporate Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,958

F6 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on performance stock units that vested on November 18, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 16:30 UTC
Gottsegen Jonathan MarkEVP, CLO & Corporate Secretary
GrantCommon Stock 49,866 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-288173 · ownership.xml · nonDerivative · entry 7

Gottsegen Jonathan Mark · CIK 0001456903 · EVP, CLO & Corporate Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 203,415

F5 · kind: Represents common stock of the Issuer acquired upon settlement of performance-based restricted stock unit awards previously granted to the Reporting Person.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 16:30 UTC
Gottsegen Jonathan MarkEVP, CLO & Corporate Secretary
Tax withholdingCommon Stock 6,364 $11.89 $75,667.96
Disclosure

SEC source: 0001193125-25-288173 · ownership.xml · nonDerivative · entry 6

Gottsegen Jonathan Mark · CIK 0001456903 · EVP, CLO & Corporate Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 153,549

F4 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock units that vested on November 18, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 16:30 UTC
Gottsegen Jonathan MarkEVP, CLO & Corporate Secretary
Tax withholdingCommon Stock 3,166 $11.89 $37,643.74
Disclosure

SEC source: 0001193125-25-288173 · ownership.xml · nonDerivative · entry 5

Gottsegen Jonathan Mark · CIK 0001456903 · EVP, CLO & Corporate Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 159,913

F4 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock units that vested on November 18, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 16:30 UTC
Gottsegen Jonathan MarkEVP, CLO & Corporate Secretary
Exercise / conversionCommon Stock 12,466 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-288173 · ownership.xml · nonDerivative · entry 4

Gottsegen Jonathan Mark · CIK 0001456903 · EVP, CLO & Corporate Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 163,079

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

F1 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 16:30 UTC
Gottsegen Jonathan MarkEVP, CLO & Corporate Secretary
Exercise / conversionCommon Stock 6,201 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-288173 · ownership.xml · nonDerivative · entry 3

Gottsegen Jonathan Mark · CIK 0001456903 · EVP, CLO & Corporate Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,613

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

F1 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Jackson Brian EdwardChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 1,153 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-288166 · ownership.xml · derivative · entry 11

Jackson Brian Edward · CIK 0001985333 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,360

Underlying: Common Stock · 1,153 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F10 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2023.

F10 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2023.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Jackson Brian EdwardChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 685 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-288166 · ownership.xml · derivative · entry 10

Jackson Brian Edward · CIK 0001985333 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 685 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F9 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2022.

F9 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2022.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Jackson Brian EdwardChief Accounting Officer
Tax withholdingCommon Stock 1,320 $11.89 $15,694.80
Disclosure

SEC source: 0001193125-25-288166 · ownership.xml · nonDerivative · entry 8

Jackson Brian Edward · CIK 0001985333 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,219

F6 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on performance stock units that vested on November 18, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Jackson Brian EdwardChief Accounting Officer
GrantCommon Stock 4,612 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-288166 · ownership.xml · nonDerivative · entry 7

Jackson Brian Edward · CIK 0001985333 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,539

F5 · kind: Represents common stock of the Issuer acquired upon settlement of performance-based restricted stock unit awards previously granted to the Reporting Person.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Jackson Brian EdwardChief Accounting Officer
Tax withholdingCommon Stock 330 $11.89 $3,923.70
Disclosure

SEC source: 0001193125-25-288166 · ownership.xml · nonDerivative · entry 6

Jackson Brian Edward · CIK 0001985333 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,927

F4 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock that vested on November 18, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Jackson Brian EdwardChief Accounting Officer
Tax withholdingCommon Stock 197 $11.89 $2,342.33
Disclosure

SEC source: 0001193125-25-288166 · ownership.xml · nonDerivative · entry 5

Jackson Brian Edward · CIK 0001985333 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,257

F4 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock that vested on November 18, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

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November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Jackson Brian EdwardChief Accounting Officer
Exercise / conversionCommon Stock 1,153 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-288166 · ownership.xml · nonDerivative · entry 4

Jackson Brian Edward · CIK 0001985333 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,454

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

F1 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

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November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Jackson Brian EdwardChief Accounting Officer
Exercise / conversionCommon Stock 685 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-288166 · ownership.xml · nonDerivative · entry 3

Jackson Brian Edward · CIK 0001985333 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,301

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

F1 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

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November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Urban Brett NicholasChief Financial Officer
Tax withholdingCommon Stock 17,438 $11.89 $207,337.82
Disclosure

SEC source: 0001193125-25-288159 · ownership.xml · nonDerivative · entry 8

Urban Brett Nicholas · CIK 0001946135 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,487

F6 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on performance stock units that vested on November 18, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

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November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Urban Brett NicholasChief Financial Officer
GrantCommon Stock 34,090 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-288159 · ownership.xml · nonDerivative · entry 7

Urban Brett Nicholas · CIK 0001946135 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,925

F5 · kind: Represents common stock of the Issuer acquired upon settlement of performance-based restricted stock unit awards previously granted to the Reporting Person.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

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November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Urban Brett NicholasChief Financial Officer
Tax withholdingCommon Stock 4,360 $11.89 $51,840.40
Disclosure

SEC source: 0001193125-25-288159 · ownership.xml · nonDerivative · entry 6

Urban Brett Nicholas · CIK 0001946135 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,835

F4 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock units that vested on November 18, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

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November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Urban Brett NicholasChief Financial Officer
Tax withholdingCommon Stock 704 $11.89 $8,370.56
Disclosure

SEC source: 0001193125-25-288159 · ownership.xml · nonDerivative · entry 5

Urban Brett Nicholas · CIK 0001946135 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,195

F4 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock units that vested on November 18, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Urban Brett NicholasChief Financial Officer
Exercise / conversionCommon Stock 8,522 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-288159 · ownership.xml · nonDerivative · entry 4

Urban Brett Nicholas · CIK 0001946135 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,899

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

F1 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Urban Brett NicholasChief Financial Officer
Exercise / conversionCommon Stock 1,375 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-288159 · ownership.xml · nonDerivative · entry 3

Urban Brett Nicholas · CIK 0001946135 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,377

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

F1 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

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November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Dozier Michael JoeEVP, Chief Commercial officer
Exercise / conversionRestricted Stock Units · Derivative 8,522 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-288156 · ownership.xml · derivative · entry 11

Dozier Michael Joe · CIK 0001791941 · EVP, Chief Commercial officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,523

Underlying: Common Stock · 8,522 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F10 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2023.

F10 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2023.

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November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Dozier Michael JoeEVP, Chief Commercial officer
Exercise / conversionRestricted Stock Units · Derivative 4,089 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-288156 · ownership.xml · derivative · entry 10

Dozier Michael Joe · CIK 0001791941 · EVP, Chief Commercial officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,089 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F9 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2022.

F9 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2022.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Dozier Michael JoeEVP, Chief Commercial officer
Tax withholdingCommon Stock 13,880 $11.89 $165,033.20
Disclosure

SEC source: 0001193125-25-288156 · ownership.xml · nonDerivative · entry 8

Dozier Michael Joe · CIK 0001791941 · EVP, Chief Commercial officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 229,444

F6 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on performance stock units that vested on November 18, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Dozier Michael JoeEVP, Chief Commercial officer
GrantCommon Stock 34,090 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-288156 · ownership.xml · nonDerivative · entry 7

Dozier Michael Joe · CIK 0001791941 · EVP, Chief Commercial officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 243,324

F5 · kind: Represents common stock of the Issuer acquired upon settlement of performance-based restricted stock unit awards previously granted to the Reporting Person.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Dozier Michael JoeEVP, Chief Commercial officer
Tax withholdingCommon Stock 3,796 $11.89 $45,134.44
Disclosure

SEC source: 0001193125-25-288156 · ownership.xml · nonDerivative · entry 6

Dozier Michael Joe · CIK 0001791941 · EVP, Chief Commercial officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,234

F4 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock units that vested on November 18, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Dozier Michael JoeEVP, Chief Commercial officer
Tax withholdingCommon Stock 1,822 $11.89 $21,663.58
Disclosure

SEC source: 0001193125-25-288156 · ownership.xml · nonDerivative · entry 5

Dozier Michael Joe · CIK 0001791941 · EVP, Chief Commercial officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 213,030

F4 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock units that vested on November 18, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Dozier Michael JoeEVP, Chief Commercial officer
Exercise / conversionCommon Stock 8,522 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-288156 · ownership.xml · nonDerivative · entry 4

Dozier Michael Joe · CIK 0001791941 · EVP, Chief Commercial officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 214,852

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

F1 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC
Dozier Michael JoeEVP, Chief Commercial officer
Exercise / conversionCommon Stock 4,089 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-288156 · ownership.xml · nonDerivative · entry 3

Dozier Michael Joe · CIK 0001791941 · EVP, Chief Commercial officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 206,330

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

F1 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC Exercise / conversionRestricted Stock Units · Derivative 10,026 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-288152 · ownership.xml · derivative · entry 13

Orders Amanda Marie · CIK 0001794175 · EVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,027

Underlying: Common Stock · 10,026 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F10 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2023.

F10 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2023.

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November 18, 2025 Filed Nov 19, 2025 21:30 UTC Exercise / conversionRestricted Stock Units · Derivative 3,740 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-288152 · ownership.xml · derivative · entry 12

Orders Amanda Marie · CIK 0001794175 · EVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,740 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).

F9 · derivative.exercise_date: Represents grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2022.

F9 · derivative.expiration_date: Represents grant of time-based restricted stock units that vest in four equal annual installments beginning on November 18, 2022.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:30 UTC Tax withholdingCommon Stock 17,988 $11.89 $213,877.32
Disclosure

SEC source: 0001193125-25-288152 · ownership.xml · nonDerivative · entry 10

Orders Amanda Marie · CIK 0001794175 · EVP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 147,285

F6 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on performance stock units that vested on November 18, 2025.

F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported when earned upon achievement of certain performance criteria.

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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.