Last 12 months
Inside the activity.
2 purchase rows · 12 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 5 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 2 | 2 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 5 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 28, 2025 Filed Mar 5, 2025 02:46 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
GrantClass A Common Stock | 1,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000026 · wk-form4_1741142771.xml · nonDerivative · entry 3 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,005 F3 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of January 1, 2026, January 1, 2027, January 1, 2028, January 1, 2029 and January 1, 2030 in each case subject to Ms. Lichon's continued employment through each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:46 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 2,752 | $41.14 | $113,217.28 |
DisclosureSEC source: 0001781755-25-000026 · wk-form4_1741142771.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,933 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:46 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
GrantClass A Common Stock | 8,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000026 · wk-form4_1741142771.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,685 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2024. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:45 UTC |
Roche James MorganSee Remarks
|
Tax withholdingClass A Common Stock | 11,637 | $41.14 | $478,746.18 |
DisclosureSEC source: 0001781755-25-000025 · wk-form4_1741142714.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,498 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:45 UTC |
Roche James MorganSee Remarks
|
GrantClass A Common Stock | 26,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000025 · wk-form4_1741142714.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,135 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2024. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:44 UTC |
Galbraith DanielSee Remarks · See Remarks
|
Tax withholdingClass A Common Stock | 10,825 | $41.14 | $445,340.50 |
DisclosureSEC source: 0001781755-25-000024 · wk-form4_1741142667.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,014 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:44 UTC |
Galbraith DanielSee Remarks · See Remarks
|
GrantClass A Common Stock | 27,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000024 · wk-form4_1741142667.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,839 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2024. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:43 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 10,667 | $41.14 | $438,840.38 |
DisclosureSEC source: 0001781755-25-000023 · wk-form4_1741142622.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,617 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:43 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
GrantClass A Common Stock | 27,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000023 · wk-form4_1741142622.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,284 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2024. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:42 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
Tax withholdingClass A Common Stock | 21,363 | $41.14 | $878,873.82 |
DisclosureSEC source: 0001781755-25-000022 · wk-form4_1741142572.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,403 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:42 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
GrantClass A Common Stock | 54,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000022 · wk-form4_1741142572.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,766 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2024. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:41 UTC |
Cohen Seth BalaGeneral Counsel
|
Tax withholdingClass A Common Stock | 4,437 | $41.14 | $182,538.18 |
DisclosureSEC source: 0001781755-25-000021 · wk-form4_1741142484.xml · nonDerivative · entry 2 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,678 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:41 UTC |
Cohen Seth BalaGeneral Counsel
|
GrantClass A Common Stock | 14,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000021 · wk-form4_1741142484.xml · nonDerivative · entry 1 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,115 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2024. Read SEC document |
| February 27, 2025 Filed Mar 1, 2025 00:58 UTC |
Cohen Seth BalaGeneral Counsel
|
SaleClass A Common Stock | 12,293 | $41.54 | $510,651.22 |
DisclosureSEC source: 0001781755-25-000020 · wk-form4_1740790703.xml · nonDerivative · entry 1 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,813 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.32 to $42.00. 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 such range. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 2,444 | $40.85 | $99,837.40 |
DisclosureSEC source: 0001214659-25-003318 · marketforms-68318.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,671 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
GrantClass A Common Stock | 6,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003318 · marketforms-68318.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,115 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2022. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 11,929 | $40.85 | $487,299.65 |
DisclosureSEC source: 0001214659-25-003319 · marketforms-68314.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,174 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
GrantClass A Common Stock | 32,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003319 · marketforms-68314.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,103 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2022. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC |
Galbraith DanielSee Remarks · See Remarks
|
Tax withholdingClass A Common Stock | 11,928 | $40.85 | $487,258.80 |
DisclosureSEC source: 0001214659-25-003317 · marketforms-68313.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,329 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC |
Galbraith DanielSee Remarks · See Remarks
|
GrantClass A Common Stock | 32,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003317 · marketforms-68313.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,257 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2022. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC |
Cohen Seth BalaGeneral Counsel
|
Tax withholdingClass A Common Stock | 4,192 | $40.85 | $171,243.20 |
DisclosureSEC source: 0001214659-25-003316 · marketforms-68319.xml · nonDerivative · entry 2 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,106 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC |
Cohen Seth BalaGeneral Counsel
|
GrantClass A Common Stock | 16,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003316 · marketforms-68319.xml · nonDerivative · entry 1 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,298 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2022. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC |
Roche James MorganSee Remarks
|
Tax withholdingClass A Common Stock | 11,397 | $40.85 | $465,567.45 |
DisclosureSEC source: 0001214659-25-003315 · marketforms-68317.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,376 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC |
Roche James MorganSee Remarks
|
GrantClass A Common Stock | 26,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003315 · marketforms-68317.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,773 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2022. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 26,741 | $40.85 | $1,092,369.85 |
DisclosureSEC source: 0001214659-25-003314 · marketforms-68312.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,476 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
|
GrantClass A Common Stock | 76,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003314 · marketforms-68312.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,217 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2022. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:29 UTC |
Parasuraman SunitaDirector
|
GrantClass A Common Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000006 · wk-form4_1735939792.xml · nonDerivative · entry 1 Parasuraman Sunita · CIK 0001901482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,833 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:27 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000003 · wk-form4_1735939639.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,320 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:31 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000008 · wk-form4_1735939898.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,988 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:30 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000007 · wk-form4_1735939836.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,988 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:28 UTC |
Shook EllynDirector
|
GrantClass A Common Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000004 · wk-form4_1735939688.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,833 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:29 UTC |
Muthukrishnan SathishDirector
|
GrantClass A Common Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000005 · wk-form4_1735939732.xml · nonDerivative · entry 1 Muthukrishnan Sathish · CIK 0001974546 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,642 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:26 UTC |
Cohen Jay ADirector
|
GrantClass A Common Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000002 · wk-form4_1735939569.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,011 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:24 UTC |
Williams Myron KDirector
|
GrantClass A Common Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000001 · wk-form4_1735939470.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,833 Read SEC document |
| December 11, 2024 Filed Dec 11, 2024 23:06 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
SaleClass A Common Stock | 88,306 | $43.05 | $3,801,573.30 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 8 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F7 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $43.00 to $43.23. 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 such range. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 10, 2024 Filed Dec 11, 2024 23:06 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
SaleClass A Common Stock | 50,558 | $44.24 | $2,236,685.92 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 7 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 88,306 F6 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $44.02 to $44.55. 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 such range. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 10, 2024 Filed Dec 11, 2024 23:06 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
SaleClass A Common Stock | 93,706 | $43.54 | $4,079,959.24 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 6 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 138,864 F5 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $43.02 to $44.01. 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 such range. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:06 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 423,877 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · derivative · entry 10 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,440,656 Underlying: Class A Common Stock · 423,877 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. F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:06 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
SaleClass A Common Stock | 13,772 | $46.75 | $643,841.00 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 5 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 232,570 F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $46.57 to $46.91. 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 such range. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:06 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
SaleClass A Common Stock | 4,376 | $46.22 | $202,258.72 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 4 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 246,342 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $45.56 to $46.45. 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 such range. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:06 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
SaleClass A Common Stock | 173,159 | $45.03 | $7,797,349.77 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 3 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 250,718 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $44.54 to $45.49. 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 such range. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:06 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
ConversionClass A Common Stock | 423,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 2 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 423,877 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:06 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
ConversionClass B Common Stock | 423,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 1 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,440,656 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:43 UTC |
Krystyn ElizabethMember of 10% Owner Group
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 12,124 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · derivative · entry 12 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,864,533 Underlying: Class A Common Stock · 12,124 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F3 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:43 UTC |
Krystyn ElizabethMember of 10% Owner Group
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 12,124 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · derivative · entry 11 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,124 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:43 UTC |
Krystyn ElizabethMember of 10% Owner Group
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 12,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · nonDerivative · entry 6 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,864,533 F3 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:43 UTC |
Krystyn ElizabethMember of 10% Owner Group
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 12,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · nonDerivative · entry 5 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:42 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 3,036 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · derivative · entry 10 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,236,218 Underlying: Class A Common Stock · 3,036 shares Expires not disclosed F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F2 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:42 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 3,036 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · derivative · entry 9 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,036 shares Expires not disclosed F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:42 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 3,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · nonDerivative · entry 5 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,236,218 F2 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.