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Nasdaq · USD

CCC

CCC Intelligent Solutions Holdings Inc.

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Tapewire entity
4014
SEC CIK
0001818201
Parsed reports
266

Last 12 months

Inside the activity.

1 purchase rows · 12 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202519
Dec 202501
Jan 202600
Feb 202600
Mar 202602
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
November 13, 2024 Filed Nov 15, 2024 23:01 UTC
PRIGGE MARY JOSee Remarks
SaleCommon Stock 2,489 $12.00 $29,871.48
Disclosure

SEC source: 0001127602-24-027419 · form4.xml · nonDerivative · entry 2

PRIGGE MARY JO · CIK 0001216441 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 97,268

F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 20, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.0000 to $12.0050. 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 provided.

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November 13, 2024 Filed Nov 15, 2024 23:01 UTC
PRIGGE MARY JOSee Remarks
Exercise / conversionCommon Stock 2,489 $2.50 $6,222.50
Disclosure

SEC source: 0001127602-24-027419 · form4.xml · nonDerivative · entry 1

PRIGGE MARY JO · CIK 0001216441 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 99,757

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 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 20, 2024.

Read SEC document
November 12, 2024 Filed Nov 12, 2024 17:58 UTC
RAMAMURTHY GITHESHDirector · See Remarks
Exercise / conversionStock Option (Right to Buy) · Derivative 99,895 $0.00 Strike: $2.50 $0.00
Disclosure

SEC source: 0001127602-24-027101 · form4.xml · derivative · entry 10

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,252,236

Underlying: Common Stock · 99,895 shares

Expires 2027-07-10

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.

F5 · security: In connection with the acquisition of Cypress Holdings, Inc. by CCC Intelligent Solutions Holdings Inc. (the "Issuer") by merger on July 30, 2021 (the "Merger"), and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer ("Options") on July 30, 2021 in respect of stock options of Cypress Holdings, Inc., which were subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger and the Options were fully vested upon issuance.

F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2023.

F5 · derivative.exercise_date: In connection with the acquisition of Cypress Holdings, Inc. by CCC Intelligent Solutions Holdings Inc. (the "Issuer") by merger on July 30, 2021 (the "Merger"), and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer ("Options") on July 30, 2021 in respect of stock options of Cypress Holdings, Inc., which were subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger and the Options were fully vested upon issuance.

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November 12, 2024 Filed Nov 12, 2024 17:58 UTC
RAMAMURTHY GITHESHDirector · See Remarks
SaleCommon Stock 99,895 $11.50 $1,149,082.20
Disclosure

SEC source: 0001127602-24-027101 · form4.xml · nonDerivative · entry 6

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,798,040

F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2023.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.5000 to $11.5150. 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 provided.

Read SEC document
November 12, 2024 Filed Nov 12, 2024 17:58 UTC
RAMAMURTHY GITHESHDirector · See Remarks
Exercise / conversionCommon Stock 99,895 $2.50 $249,737.50
Disclosure

SEC source: 0001127602-24-027101 · form4.xml · nonDerivative · entry 5

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,897,935

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 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2023.

Read SEC document
November 11, 2024 Filed Nov 12, 2024 17:58 UTC
RAMAMURTHY GITHESHDirector · See Remarks
Exercise / conversionStock Option (Right to Buy) · Derivative 8,805 $0.00 Strike: $2.50 $0.00
Disclosure

SEC source: 0001127602-24-027101 · form4.xml · derivative · entry 9

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,352,131

Underlying: Common Stock · 8,805 shares

Expires 2027-07-10

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.

F5 · security: In connection with the acquisition of Cypress Holdings, Inc. by CCC Intelligent Solutions Holdings Inc. (the "Issuer") by merger on July 30, 2021 (the "Merger"), and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer ("Options") on July 30, 2021 in respect of stock options of Cypress Holdings, Inc., which were subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger and the Options were fully vested upon issuance.

F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2023.

F5 · derivative.exercise_date: In connection with the acquisition of Cypress Holdings, Inc. by CCC Intelligent Solutions Holdings Inc. (the "Issuer") by merger on July 30, 2021 (the "Merger"), and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer ("Options") on July 30, 2021 in respect of stock options of Cypress Holdings, Inc., which were subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger and the Options were fully vested upon issuance.

Read SEC document
November 11, 2024 Filed Nov 12, 2024 17:58 UTC
RAMAMURTHY GITHESHDirector · See Remarks
SaleCommon Stock 8,805 $11.50 $101,279.51
Disclosure

SEC source: 0001127602-24-027101 · form4.xml · nonDerivative · entry 4

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,798,040

F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.5000 to $11.5100. 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 provided.

Read SEC document
November 11, 2024 Filed Nov 12, 2024 17:58 UTC
RAMAMURTHY GITHESHDirector · See Remarks
Exercise / conversionCommon Stock 8,805 $2.50 $22,012.50
Disclosure

SEC source: 0001127602-24-027101 · form4.xml · nonDerivative · entry 3

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,806,845

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 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2023.

Read SEC document
November 07, 2024 Filed Nov 12, 2024 17:58 UTC
RAMAMURTHY GITHESHDirector · See Remarks
Exercise / conversionStock Option (Right to Buy) · Derivative 9,348 $0.00 Strike: $2.50 $0.00
Disclosure

SEC source: 0001127602-24-027101 · form4.xml · derivative · entry 8

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,360,936

Underlying: Common Stock · 9,348 shares

Expires 2027-07-10

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.

F5 · security: In connection with the acquisition of Cypress Holdings, Inc. by CCC Intelligent Solutions Holdings Inc. (the "Issuer") by merger on July 30, 2021 (the "Merger"), and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer ("Options") on July 30, 2021 in respect of stock options of Cypress Holdings, Inc., which were subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger and the Options were fully vested upon issuance.

F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2023.

F5 · derivative.exercise_date: In connection with the acquisition of Cypress Holdings, Inc. by CCC Intelligent Solutions Holdings Inc. (the "Issuer") by merger on July 30, 2021 (the "Merger"), and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer ("Options") on July 30, 2021 in respect of stock options of Cypress Holdings, Inc., which were subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger and the Options were fully vested upon issuance.

Read SEC document
November 07, 2024 Filed Nov 12, 2024 17:58 UTC
RAMAMURTHY GITHESHDirector · See Remarks
SaleCommon Stock 9,348 $11.50 $107,502.00
Disclosure

SEC source: 0001127602-24-027101 · form4.xml · nonDerivative · entry 2

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,798,040

F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2023.

Read SEC document
November 07, 2024 Filed Nov 12, 2024 17:58 UTC
RAMAMURTHY GITHESHDirector · See Remarks
Exercise / conversionCommon Stock 9,348 $2.50 $23,370.00
Disclosure

SEC source: 0001127602-24-027101 · form4.xml · nonDerivative · entry 1

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,807,388

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 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2023.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 23:36 UTC GrantRestricted Stock Unit · Derivative 13,429 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-24-026878 · form4.xml · derivative · entry 1

De Crescenzo Neil E. · CIK 0001778464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,429

Underlying: Common Stock · 13,429 shares

Expires not disclosed

F1 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of November 6, 2025 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date.

F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of November 6, 2025 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date.

F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of November 6, 2025 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date.

Read SEC document
October 21, 2024 Filed Oct 23, 2024 22:45 UTC Exercise / conversionRestricted Stock Unit · Derivative 29,076 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-24-025900 · form4.xml · derivative · entry 3

Silva Michael John · CIK 0001950974 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 29,076 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 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Two-Thirds (66.66%) of the RSUs vest upon the first anniversary of October 19, 2022 and the remainder vest on the second anniversary of October 19, 2022, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Two-Thirds (66.66%) of the RSUs vest upon the first anniversary of October 19, 2022 and the remainder vest on the second anniversary of October 19, 2022, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Two-Thirds (66.66%) of the RSUs vest upon the first anniversary of October 19, 2022 and the remainder vest on the second anniversary of October 19, 2022, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

Read SEC document
October 21, 2024 Filed Oct 23, 2024 22:45 UTC Tax withholdingCommon Stock 10,482 $11.33 $118,761.06
Disclosure

SEC source: 0001127602-24-025900 · form4.xml · nonDerivative · entry 2

Silva Michael John · CIK 0001950974 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,766

Read SEC document
October 21, 2024 Filed Oct 23, 2024 22:45 UTC Exercise / conversionCommon Stock 29,076 $11.33 $329,431.08
Disclosure

SEC source: 0001127602-24-025900 · form4.xml · nonDerivative · entry 1

Silva Michael John · CIK 0001950974 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,248

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
September 13, 2024 Filed Sep 17, 2024 18:17 UTC
RAMAMURTHY GITHESHDirector · See Remarks
GiftCommon Stock 2,000,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-024101 · form4.xml · nonDerivative · entry 1

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,798,040

F1 · kind: The reporting person transferred shares of common stock to The Ramamurthy Foundation, a charitable foundation of which the reporting person is a Trustee and Advisory Board member. The reporting person has voting and investment power over all securities owned by the The Ramamurthy Foundation.

Read SEC document
September 12, 2024 Filed Sep 16, 2024 22:01 UTC
Herb BrianSee Remarks
GiftCommon Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-024023 · form4.xml · nonDerivative · entry 1

Herb Brian · CIK 0001877127 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,272

Read SEC document
August 21, 2024 Filed Aug 23, 2024 22:29 UTC SaleCommon Stock 29,022 $10.75 $312,099.69
Disclosure

SEC source: 0001127602-24-022869 · form4.xml · nonDerivative · entry 1

Silva Michael John · CIK 0001950974 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,172

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.7400 to $10.7550. 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 provided.

Read SEC document
August 13, 2024 Filed Aug 14, 2024 22:03 UTC
PRIGGE MARY JOSee Remarks
Exercise / conversionStock Option (Right to Buy) · Derivative 27,191 $0.00 Strike: $2.50 $0.00
Disclosure

SEC source: 0001127602-24-022211 · form4.xml · derivative · entry 6

PRIGGE MARY JO · CIK 0001216441 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 300,000

Underlying: Common Stock · 27,191 shares

Expires 2027-07-10

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

F2 · security: In connection with the Merger, and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer on July 30, 2021 in respect of stock options of Cypress Holdings, Inc. which were scheduled to service vest 20% annually on the each of the first through the fifth anniversaries of April 27, 2017.

F2 · derivative.exercise_date: In connection with the Merger, and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer on July 30, 2021 in respect of stock options of Cypress Holdings, Inc. which were scheduled to service vest 20% annually on the each of the first through the fifth anniversaries of April 27, 2017.

Read SEC document
August 13, 2024 Filed Aug 14, 2024 22:03 UTC
PRIGGE MARY JOSee Remarks
Exercise / conversionStock Option (Right to Buy) · Derivative 11,625 $0.00 Strike: $2.50 $0.00
Disclosure

SEC source: 0001127602-24-022211 · form4.xml · derivative · entry 5

PRIGGE MARY JO · CIK 0001216441 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,625 shares

Expires 2027-07-10

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 · security: In connection with the acquisition of Cypress Holdings, Inc. by CCC Intelligent Solutions Holdings Inc. (the "Issuer") by merger on July 30, 2021 (the "Merger"), and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer on July 30, 2021 in respect of stock options of Cypress Holdings, Inc. which were subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger and the Options were fully vested upon grant.

F1 · derivative.exercise_date: In connection with the acquisition of Cypress Holdings, Inc. by CCC Intelligent Solutions Holdings Inc. (the "Issuer") by merger on July 30, 2021 (the "Merger"), and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer on July 30, 2021 in respect of stock options of Cypress Holdings, Inc. which were subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger and the Options were fully vested upon grant.

Read SEC document
August 13, 2024 Filed Aug 14, 2024 22:03 UTC
PRIGGE MARY JOSee Remarks
SaleCommon Stock 38,816 $10.25 $397,864.00
Disclosure

SEC source: 0001127602-24-022211 · form4.xml · nonDerivative · entry 3

PRIGGE MARY JO · CIK 0001216441 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,268

Read SEC document
August 13, 2024 Filed Aug 14, 2024 22:03 UTC
PRIGGE MARY JOSee Remarks
Exercise / conversionCommon Stock 11,625 $2.50 $29,062.50
Disclosure

SEC source: 0001127602-24-022211 · form4.xml · nonDerivative · entry 2

PRIGGE MARY JO · CIK 0001216441 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 136,084

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 13, 2024 Filed Aug 14, 2024 22:03 UTC
PRIGGE MARY JOSee Remarks
Exercise / conversionCommon Stock 27,191 $2.50 $67,977.50
Disclosure

SEC source: 0001127602-24-022211 · form4.xml · nonDerivative · entry 1

PRIGGE MARY JO · CIK 0001216441 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,459

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 06, 2024 Filed Aug 7, 2024 21:50 UTC
Herb BrianSee Remarks
GiftCommon Stock 3,600 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-021834 · form4.xml · nonDerivative · entry 1

Herb Brian · CIK 0001877127 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 214,272

Read SEC document
August 06, 2024 Filed Aug 7, 2024 21:47 UTC SaleCommon Stock 45,560 $10.08 $459,304.03
Disclosure

SEC source: 0001127602-24-021832 · form4.xml · nonDerivative · entry 1

GOODSON JOHN PAGE · CIK 0001421872 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,892

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.00 to $10.1500. 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 provided.

Read SEC document
August 05, 2024 Filed Aug 7, 2024 21:44 UTC SaleCommon Stock 99,925 $9.89 $987,958.48
Disclosure

SEC source: 0001127602-24-021830 · form4.xml · nonDerivative · entry 1

Schloss Eileen · CIK 0001560574 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 54,047

F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 3, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.7898 to $9.9850. 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 provided.

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July 31, 2024 Filed Aug 1, 2024 18:43 UTC
Christo RodneyChief Accounting Officer
SaleCommon Stock 4,177 $10.24 $42,772.48
Disclosure

SEC source: 0001127602-24-021427 · form4.xml · nonDerivative · entry 3

Christo Rodney · CIK 0001877105 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 30, 2023.

Read SEC document
July 31, 2024 Filed Aug 1, 2024 22:41 UTC
Herb BrianSee Remarks
SaleCommon Stock 20,887 $10.24 $213,882.88
Disclosure

SEC source: 0001127602-24-021425 · form4.xml · nonDerivative · entry 3

Herb Brian · CIK 0001877127 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 217,872

F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2023.

Read SEC document
July 30, 2024 Filed Aug 1, 2024 18:52 UTC
RAMAMURTHY GITHESHDirector · See Remarks
Exercise / conversionRestricted Stock Unit · Derivative 600,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-24-021436 · form4.xml · derivative · entry 4

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 600,000

Underlying: Common Stock · 600,000 shares

Expires not disclosed

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

F2 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F2 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F2 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

Read SEC document
July 30, 2024 Filed Aug 1, 2024 18:52 UTC
RAMAMURTHY GITHESHDirector · See Remarks
Tax withholdingCommon Stock 265,800 $11.03 $2,931,774.00
Disclosure

SEC source: 0001127602-24-021436 · form4.xml · nonDerivative · entry 2

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,798,040

Read SEC document
July 30, 2024 Filed Aug 1, 2024 18:52 UTC
RAMAMURTHY GITHESHDirector · See Remarks
Exercise / conversionCommon Stock 600,000 $11.03 $6,618,000.00
Disclosure

SEC source: 0001127602-24-021436 · form4.xml · nonDerivative · entry 1

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,063,840

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
July 30, 2024 Filed Aug 1, 2024 18:48 UTC
Fredman MarcSVP, Chief Strategy Officer
Exercise / conversionRestricted Stock Unit · Derivative 15,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-24-021432 · form4.xml · derivative · entry 3

Fredman Marc · CIK 0001877085 · SVP, Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

Underlying: Common Stock · 15,000 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 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

Read SEC document
July 30, 2024 Filed Aug 1, 2024 18:48 UTC
Fredman MarcSVP, Chief Strategy Officer
Tax withholdingCommon Stock 6,646 $11.03 $73,305.38
Disclosure

SEC source: 0001127602-24-021432 · form4.xml · nonDerivative · entry 2

Fredman Marc · CIK 0001877085 · SVP, Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 192,092

Read SEC document
July 30, 2024 Filed Aug 1, 2024 18:48 UTC
Fredman MarcSVP, Chief Strategy Officer
Exercise / conversionCommon Stock 15,000 $11.03 $165,450.00
Disclosure

SEC source: 0001127602-24-021432 · form4.xml · nonDerivative · entry 1

Fredman Marc · CIK 0001877085 · SVP, Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 198,738

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
July 30, 2024 Filed Aug 1, 2024 18:43 UTC
Christo RodneyChief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 7,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-24-021427 · form4.xml · derivative · entry 5

Christo Rodney · CIK 0001877105 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,500

Underlying: Common Stock · 7,500 shares

Expires not disclosed

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

F2 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F2 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F2 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

Read SEC document
July 30, 2024 Filed Aug 1, 2024 18:43 UTC
Christo RodneyChief Accounting Officer
Tax withholdingCommon Stock 3,323 $11.03 $36,652.69
Disclosure

SEC source: 0001127602-24-021427 · form4.xml · nonDerivative · entry 2

Christo Rodney · CIK 0001877105 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,177

Read SEC document
July 30, 2024 Filed Aug 1, 2024 18:43 UTC
Christo RodneyChief Accounting Officer
Exercise / conversionCommon Stock 7,500 $11.03 $82,725.00
Disclosure

SEC source: 0001127602-24-021427 · form4.xml · nonDerivative · entry 1

Christo Rodney · CIK 0001877105 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,500

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
July 30, 2024 Filed Aug 1, 2024 22:41 UTC
Herb BrianSee Remarks
Exercise / conversionRestricted Stock Unit · Derivative 37,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-24-021425 · form4.xml · derivative · entry 4

Herb Brian · CIK 0001877127 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,500

Underlying: Common Stock · 37,500 shares

Expires not disclosed

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

F2 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F2 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F2 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

Read SEC document
July 30, 2024 Filed Aug 1, 2024 22:41 UTC
Herb BrianSee Remarks
Tax withholdingCommon Stock 16,613 $11.03 $183,241.39
Disclosure

SEC source: 0001127602-24-021425 · form4.xml · nonDerivative · entry 2

Herb Brian · CIK 0001877127 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 238,759

Read SEC document
July 30, 2024 Filed Aug 1, 2024 22:41 UTC
Herb BrianSee Remarks
Exercise / conversionCommon Stock 37,500 $11.03 $413,625.00
Disclosure

SEC source: 0001127602-24-021425 · form4.xml · nonDerivative · entry 1

Herb Brian · CIK 0001877127 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 255,372

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
July 30, 2024 Filed Aug 1, 2024 22:49 UTC
PRIGGE MARY JOSee Remarks
Exercise / conversionRestricted Stock Unit · Derivative 18,750 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-24-021434 · form4.xml · derivative · entry 4

PRIGGE MARY JO · CIK 0001216441 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,750

Underlying: Common Stock · 18,750 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 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

Read SEC document
July 30, 2024 Filed Aug 1, 2024 22:49 UTC
PRIGGE MARY JOSee Remarks
Tax withholdingCommon Stock 8,307 $11.03 $91,626.21
Disclosure

SEC source: 0001127602-24-021434 · form4.xml · nonDerivative · entry 2

PRIGGE MARY JO · CIK 0001216441 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,268

Read SEC document
July 30, 2024 Filed Aug 1, 2024 22:49 UTC
PRIGGE MARY JOSee Remarks
Exercise / conversionCommon Stock 18,750 $11.03 $206,812.50
Disclosure

SEC source: 0001127602-24-021434 · form4.xml · nonDerivative · entry 1

PRIGGE MARY JO · CIK 0001216441 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,575

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
July 30, 2024 Filed Aug 1, 2024 22:45 UTC Exercise / conversionRestricted Stock Unit · Derivative 21,875 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-24-021430 · form4.xml · derivative · entry 3

GOODSON JOHN PAGE · CIK 0001421872 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,875

Underlying: Common Stock · 21,875 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 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five percent (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.

Read SEC document
July 30, 2024 Filed Aug 1, 2024 22:45 UTC Tax withholdingCommon Stock 9,615 $11.03 $106,053.45
Disclosure

SEC source: 0001127602-24-021430 · form4.xml · nonDerivative · entry 2

GOODSON JOHN PAGE · CIK 0001421872 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,452

Read SEC document
July 30, 2024 Filed Aug 1, 2024 22:45 UTC Exercise / conversionCommon Stock 21,875 $11.03 $241,281.25
Disclosure

SEC source: 0001127602-24-021430 · form4.xml · nonDerivative · entry 1

GOODSON JOHN PAGE · CIK 0001421872 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,067

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
July 18, 2024 Filed Jul 22, 2024 18:00 UTC
RAMAMURTHY GITHESHDirector · See Remarks
Exercise / conversionStock Option (Right to Buy) · Derivative 400 $0.00 Strike: $2.50 $0.00
Disclosure

SEC source: 0001127602-24-020827 · form4.xml · derivative · entry 4

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,370,284

Underlying: Common Stock · 400 shares

Expires 2027-07-10

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

F3 · security: In connection with the acquisition of Cypress Holdings, Inc. by CCC Intelligent Solutions Holdings Inc. (the "Issuer") by merger on July 30, 2021 (the "Merger"), and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer ("Options") on July 30, 2021 in respect of stock options of Cypress Holdings, Inc., which were subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger and the Options were fully vested upon issuance.

F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2023.

F3 · derivative.exercise_date: In connection with the acquisition of Cypress Holdings, Inc. by CCC Intelligent Solutions Holdings Inc. (the "Issuer") by merger on July 30, 2021 (the "Merger"), and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer ("Options") on July 30, 2021 in respect of stock options of Cypress Holdings, Inc., which were subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger and the Options were fully vested upon issuance.

Read SEC document
July 18, 2024 Filed Jul 22, 2024 18:00 UTC
RAMAMURTHY GITHESHDirector · See Remarks
SaleCommon Stock 400 $11.50 $4,600.00
Disclosure

SEC source: 0001127602-24-020827 · form4.xml · nonDerivative · entry 2

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,463,840

F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2023.

Read SEC document
July 18, 2024 Filed Jul 22, 2024 18:00 UTC
RAMAMURTHY GITHESHDirector · See Remarks
Exercise / conversionCommon Stock 400 $2.50 $1,000.00
Disclosure

SEC source: 0001127602-24-020827 · form4.xml · nonDerivative · entry 1

RAMAMURTHY GITHESH · CIK 0001102814 · Director · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,464,240

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 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2023.

Read SEC document
July 01, 2024 Filed Jul 1, 2024 23:07 UTC
ADVENT INTERNATIONAL, L.P.Director · 10% owner
Cypress Investor Holdings, LPDirector · 10% owner
Cypress Investment GP, LLCDirector · 10% owner
GPE VIII GP S.a.r.l.Director · 10% owner
GPE VIII GP Limited PartnershipDirector · 10% owner
ADVENT INTERNATIONAL GP, LLCDirector · 10% owner
SaleCommon Stock 6,075,328 $11.30 $68,645,131.07
Disclosure

SEC source: 0000950170-24-079846 · ownership.xml · nonDerivative · entry 3

ADVENT INTERNATIONAL, L.P. · CIK 0001034196 · Director · 10% owner

Advent International GPE VIII, LLC · CIK 0001713142 · Director · 10% owner

Cypress Investor Holdings, LP · CIK 0001877688 · Director · 10% owner

Advent International GPE VIII-C Limited Partnership · CIK 0001664591 · Director · 10% owner

GPE VIII CCC Co-Investment (Delaware) Limited Partnership · CIK 0001703363 · Director · 10% owner

Cypress Investment GP, LLC · CIK 0001877315 · Director · 10% owner

GPE VIII GP S.a.r.l. · CIK 0001764293 · Director · 10% owner

GPE VIII GP Limited Partnership · CIK 0001714525 · Director · 10% owner

ADVENT INTERNATIONAL GP, LLC · CIK 0001984045 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Notes

Disclosed balance after: 33,897,589

F1 · kind: See Exhibit 99.1 for text of footnote (1).

F4 · ownership.nature: See Exhibit 99.1 for text of footnote (4).

F5 · ownership.nature: See Exhibit 99.1 for text of footnote (5).

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.