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CTEV

Claritev Corp

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Tapewire entity
5238
SEC CIK
0001793229
Parsed reports
252

Last 12 months

Inside the activity.

16 purchase rows · 10 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202546
Dec 202500
Jan 202600
Feb 202620
Mar 202630
Apr 202600
May 202640
Jun 202610
Jul 202600
Aug 202622
Sep 202602
Oct 202600

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 05, 2024 Filed Aug 7, 2024 21:29 UTC
Garis Douglas MichaelEVP, CFO & Treasurer
GrantStock Option · Derivative 4,901,960 $0.00 Strike: $0.28 $0.00
Disclosure

SEC source: 0001793229-24-000124 · wk-form4_1723066187.xml · derivative · entry 4

Garis Douglas Michael · CIK 0002032799 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,901,960

Underlying: Class A common stock · 4,901,960 shares

Expires 2034-08-05

F2 · derivative.exercise_date: The stock options will vest, and become exercisable, in substantially equal annual installments on August 5, 2026, 2027, and 2028.

Read SEC document
August 05, 2024 Filed Aug 7, 2024 21:29 UTC
Garis Douglas MichaelEVP, CFO & Treasurer
GrantClass A common stock 3,571,428 $0.00 $0.00
Disclosure

SEC source: 0001793229-24-000124 · wk-form4_1723066187.xml · nonDerivative · entry 1

Garis Douglas Michael · CIK 0002032799 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,571,428

F1 · kind: Represents a grant of time-based restricted stock units which shall vest, in substantially equal annual installments on August 5, 2026, 2027, and 2028.

Read SEC document
May 16, 2024 Filed May 20, 2024 20:31 UTC PurchaseClass A common stock 160,000 $0.60 $96,000.00
Disclosure

SEC source: 0001793229-24-000086 · wk-form4_1716237050.xml · nonDerivative · entry 1

Colaluca Anthony Jr · CIK 0001338905 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 220,000

Read SEC document
April 24, 2024 Filed Apr 26, 2024 16:36 UTC GrantClass A common stock 172,413 $0.00 $0.00
Disclosure

SEC source: 0001793229-24-000068 · wk-form4_1714163794.xml · nonDerivative · entry 1

AUGUST GLENN R · CIK 0001013025 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 320,082

F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

F2 · balance_after: The restricted stock units and shares of Class A common stock received by Mr. August are held for the benefit of certain client accounts (each, an "Oak Hill Advisors Entity") advised and/or managed by Oak Hill Advisors, L.P. and/or one of its subsidiary investment advisors (individually and collectively, "OHA"), pursuant to the policies of OHA.

Read SEC document
April 24, 2024 Filed Apr 26, 2024 20:38 UTC GrantClass A common stock 172,413 $0.00 $0.00
Disclosure

SEC source: 0001793229-24-000070 · wk-form4_1714163897.xml · nonDerivative · entry 1

HARRIS C MARTIN · CIK 0001236982 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 318,003

F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

Read SEC document
April 24, 2024 Filed Apr 26, 2024 21:14 UTC GrantClass A common stock 172,413 $0.00 $0.00
Disclosure

SEC source: 0001793229-24-000072 · wk-form4_1714166088.xml · nonDerivative · entry 1

Klein Michael Stuart · CIK 0001327392 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 320,082

F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

Read SEC document
April 24, 2024 Filed Apr 26, 2024 20:35 UTC GrantClass A common stock 172,413 $0.00 $0.00
Disclosure

SEC source: 0001793229-24-000067 · wk-form4_1714163740.xml · nonDerivative · entry 1

Colaluca Anthony Jr · CIK 0001338905 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 380,082

F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

Read SEC document
April 24, 2024 Filed Apr 26, 2024 20:35 UTC GrantClass A common stock 172,413 $0.00 $0.00
Disclosure

SEC source: 0001793229-24-000066 · wk-form4_1714163692.xml · nonDerivative · entry 1

Clarke Richard A · CIK 0001359335 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 320,082

F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

Read SEC document
April 24, 2024 Filed Apr 26, 2024 20:34 UTC GrantClass A common stock 172,413 $0.00 $0.00
Disclosure

SEC source: 0001793229-24-000065 · wk-form4_1714163650.xml · nonDerivative · entry 1

Klapstein Julie D · CIK 0001518668 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 331,171

F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

Read SEC document
April 24, 2024 Filed Apr 26, 2024 20:33 UTC GrantClass A common stock 172,413 $0.00 $0.00
Disclosure

SEC source: 0001793229-24-000064 · wk-form4_1714163612.xml · nonDerivative · entry 1

Prince John Michael · CIK 0001982656 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 213,174

F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

Read SEC document
March 29, 2024 Filed Apr 1, 2024 16:32 UTC
White Dale A.Director · Executive Chair
Tax withholdingClass A common stock 20,120 $0.81 $16,297.20
Disclosure

SEC source: 0001793229-24-000050 · wk-form4_1712003555.xml · nonDerivative · entry 1

White Dale A. · CIK 0001827254 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,645,909

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units.

Read SEC document
March 29, 2024 Filed Apr 1, 2024 16:39 UTC
Kozel GeraldSVP, Chief Accounting Officer
Tax withholdingClass A common stock 2,958 $0.81 $2,395.98
Disclosure

SEC source: 0001793229-24-000056 · wk-form4_1712003929.xml · nonDerivative · entry 1

Kozel Gerald · CIK 0001827287 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,076,941

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units.

Read SEC document
March 29, 2024 Filed Apr 1, 2024 16:34 UTC
Doctoroff JeffreyEVP, General Counsel
Tax withholdingClass A common stock 2,781 $0.81 $2,252.61
Disclosure

SEC source: 0001793229-24-000052 · wk-form4_1712003671.xml · nonDerivative · entry 1

Doctoroff Jeffrey · CIK 0001827263 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,532,000

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units.

Read SEC document
March 29, 2024 Filed Apr 1, 2024 20:36 UTC
Kim MichaelSVP, Chief Information Officer
Tax withholdingClass A common stock 2,510 $0.81 $2,033.10
Disclosure

SEC source: 0001793229-24-000054 · wk-form4_1712003762.xml · nonDerivative · entry 1

Kim Michael · CIK 0001828369 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,272,772

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units.

Read SEC document
March 11, 2024 Filed Mar 12, 2024 16:32 UTC
Hogge JeromeEVP, Chief Operating Officer
GrantClass A common stock 1,041,667 $0.00 $0.00
Disclosure

SEC source: 0001793229-24-000040 · wk-form4_1710275537.xml · nonDerivative · entry 1

Hogge Jerome · CIK 0002014439 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,041,667

F1 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2025, 2026, 2027, and 2028.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:36 UTC
Dalton TravisDirector · Chief Executive Officer
GrantStock Option · Derivative 6,849,315 $0.00 Strike: $1.11 $0.00
Disclosure

SEC source: 0001793229-24-000020 · wk-form4_1709674580.xml · derivative · entry 2

Dalton Travis · CIK 0001841409 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,849,315

Underlying: Class A common stock · 6,849,315 shares

Expires 2034-03-01

F2 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of one-third per year on each of March 1, 2025, 2026, and 2027.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:36 UTC
Dalton TravisDirector · Chief Executive Officer
GrantClass A common stock 4,504,504 $1.11 $4,999,999.44
Disclosure

SEC source: 0001793229-24-000020 · wk-form4_1709674580.xml · nonDerivative · entry 1

Dalton Travis · CIK 0001841409 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,504,504

F1 · kind: Represents a grant of restricted stock units which will vest at a rate of 50% per year on each of March 1, 2025 and 2026.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:29 UTC
White Dale A.Director · Executive Chair
GrantClass A common stock 675,675 $1.11 $749,999.25
Disclosure

SEC source: 0001793229-24-000016 · wk-form4_1709674172.xml · nonDerivative · entry 3

White Dale A. · CIK 0001827254 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,666,029

F3 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2025, 2026, 2027, and 2028.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:29 UTC
White Dale A.Director · Executive Chair
Tax withholdingClass A common stock 646,456 $1.11 $717,566.16
Disclosure

SEC source: 0001793229-24-000016 · wk-form4_1709674172.xml · nonDerivative · entry 2

White Dale A. · CIK 0001827254 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,990,354

F2 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:29 UTC
White Dale A.Director · Executive Chair
Tax withholdingClass A common stock 60,966 $1.11 $67,672.26
Disclosure

SEC source: 0001793229-24-000016 · wk-form4_1709674172.xml · nonDerivative · entry 1

White Dale A. · CIK 0001827254 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,636,810

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2022.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:43 UTC
Kozel GeraldSVP, Chief Accounting Officer
GrantClass A common stock 305,816 $1.11 $339,455.76
Disclosure

SEC source: 0001793229-24-000024 · wk-form4_1709674986.xml · nonDerivative · entry 3

Kozel Gerald · CIK 0001827287 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,079,899

F3 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2025, 2026, 2027, and 2028.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:43 UTC
Kozel GeraldSVP, Chief Accounting Officer
Tax withholdingClass A common stock 56,782 $1.11 $63,028.02
Disclosure

SEC source: 0001793229-24-000024 · wk-form4_1709674986.xml · nonDerivative · entry 2

Kozel Gerald · CIK 0001827287 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 774,083

F2 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:43 UTC
Kozel GeraldSVP, Chief Accounting Officer
Tax withholdingClass A common stock 7,362 $1.11 $8,171.82
Disclosure

SEC source: 0001793229-24-000024 · wk-form4_1709674986.xml · nonDerivative · entry 1

Kozel Gerald · CIK 0001827287 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 830,865

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2022.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:56 UTC
Doctoroff JeffreyEVP, General Counsel
GrantClass A common stock 364,865 $1.11 $405,000.15
Disclosure

SEC source: 0001793229-24-000030 · wk-form4_1709675754.xml · nonDerivative · entry 3

Doctoroff Jeffrey · CIK 0001827263 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,534,781

F3 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2025, 2026, 2027, and 2028.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:56 UTC
Doctoroff JeffreyEVP, General Counsel
Tax withholdingClass A common stock 63,247 $1.11 $70,204.17
Disclosure

SEC source: 0001793229-24-000030 · wk-form4_1709675754.xml · nonDerivative · entry 2

Doctoroff Jeffrey · CIK 0001827263 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,169,916

F2 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:56 UTC
Doctoroff JeffreyEVP, General Counsel
Tax withholdingClass A common stock 8,436 $1.11 $9,363.96
Disclosure

SEC source: 0001793229-24-000030 · wk-form4_1709675754.xml · nonDerivative · entry 1

Doctoroff Jeffrey · CIK 0001827263 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,233,163

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2022.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:53 UTC
Head James MEVP & Chief Financial Officer
GrantClass A common stock 1,387,388 $1.11 $1,540,000.68
Disclosure

SEC source: 0001793229-24-000028 · wk-form4_1709675590.xml · nonDerivative · entry 2

Head James M · CIK 0001842028 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,682,613

F2 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2025, 2026, 2027, and 2028.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:53 UTC
Head James MEVP & Chief Financial Officer
Tax withholdingClass A common stock 226,997 $1.11 $251,966.67
Disclosure

SEC source: 0001793229-24-000028 · wk-form4_1709675590.xml · nonDerivative · entry 1

Head James M · CIK 0001842028 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,295,225

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:50 UTC
Kim MichaelSVP, Chief Information Officer
GrantClass A common stock 291,996 $1.11 $324,115.56
Disclosure

SEC source: 0001793229-24-000026 · wk-form4_1709675382.xml · nonDerivative · entry 3

Kim Michael · CIK 0001828369 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,275,282

F3 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2025, 2026, 2027, and 2028.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:50 UTC
Kim MichaelSVP, Chief Information Officer
Tax withholdingClass A common stock 57,329 $1.11 $63,635.19
Disclosure

SEC source: 0001793229-24-000026 · wk-form4_1709675382.xml · nonDerivative · entry 2

Kim Michael · CIK 0001828369 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 983,286

F2 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:50 UTC
Kim MichaelSVP, Chief Information Officer
Tax withholdingClass A common stock 7,545 $1.11 $8,374.95
Disclosure

SEC source: 0001793229-24-000026 · wk-form4_1709675382.xml · nonDerivative · entry 1

Kim Michael · CIK 0001828369 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,040,615

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2022.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:41 UTC
Carol NutterSVP, Chief People Officer
GrantClass A common stock 225,000 $1.11 $249,750.00
Disclosure

SEC source: 0001793229-24-000022 · wk-form4_1709674853.xml · nonDerivative · entry 2

Carol Nutter · CIK 0001962112 · SVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 733,500

F2 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2025, 2026, 2027, and 2028.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:41 UTC
Carol NutterSVP, Chief People Officer
Tax withholdingClass A common stock 46,500 $1.11 $51,615.00
Disclosure

SEC source: 0001793229-24-000022 · wk-form4_1709674853.xml · nonDerivative · entry 1

Carol Nutter · CIK 0001962112 · SVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 508,500

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units granted on March 1, 2023.

Read SEC document
June 26, 2023 Filed Jun 28, 2023 20:30 UTC GrantClass A common stock 40,761 $0.00 $0.00
Disclosure

SEC source: 0001793229-23-000103 · wk-form4_1687984199.xml · nonDerivative · entry 1

Prince John Michael · CIK 0001982656 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,761

F1 · kind: Represents a pro-rata grant of restricted stock units based on Mr. Prince's appointment date to the Board of Directors of MultiPlan. Such grant shall vest on the earlier of April 26, 2024 and MultiPlan's 2024 annual meeting of stockholders, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

Read SEC document
April 26, 2023 Filed Apr 28, 2023 16:33 UTC GrantClass A common stock 106,382 $0.00 $0.00
Disclosure

SEC source: 0001793229-23-000062 · wf-form4_168271399176103.xml · nonDerivative · entry 1

AUGUST GLENN R · CIK 0001013025 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 147,669

F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

F2 · balance_after: The restricted stock units and shares of Class A common stock received by Mr. August are held for the benefit of certain client accounts (each, an "Oak Hill Advisors Entity") advised and/or managed by Oak Hill Advisors, L.P. and/or one of its subsidiary investment advisors (individually and collectively, "OHA"), pursuant to the policies of OHA.

Read SEC document
April 26, 2023 Filed Apr 28, 2023 20:38 UTC GrantClass A common stock 106,382 $0.00 $0.00
Disclosure

SEC source: 0001793229-23-000070 · wf-form4_168271431177322.xml · nonDerivative · entry 1

HARRIS C MARTIN · CIK 0001236982 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145,590

F1 · shares: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

Read SEC document
April 26, 2023 Filed Apr 28, 2023 20:34 UTC GrantClass A common stock 106,382 $0.00 $0.00
Disclosure

SEC source: 0001793229-23-000064 · wf-form4_168271406874937.xml · nonDerivative · entry 1

Klein Michael Stuart · CIK 0001327392 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 147,669

F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

Read SEC document
April 26, 2023 Filed Apr 28, 2023 20:40 UTC GrantClass A common stock 106,382 $0.00 $0.00
Disclosure

SEC source: 0001793229-23-000072 · wf-form4_168271440978161.xml · nonDerivative · entry 1

Colaluca Anthony Jr · CIK 0001338905 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 207,669

F1 · shares: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

Read SEC document
April 26, 2023 Filed Apr 28, 2023 20:37 UTC GrantClass A common stock 106,382 $0.00 $0.00
Disclosure

SEC source: 0001793229-23-000068 · wf-form4_168271424425130.xml · nonDerivative · entry 1

Clarke Richard A · CIK 0001359335 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 147,669

F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

Read SEC document
April 26, 2023 Filed Apr 28, 2023 20:36 UTC GrantClass A common stock 106,382 $0.00 $0.00
Disclosure

SEC source: 0001793229-23-000066 · wf-form4_168271415852320.xml · nonDerivative · entry 1

Klapstein Julie D · CIK 0001518668 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 158,758

F1 · kind: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.

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March 29, 2023 Filed Mar 30, 2023 16:47 UTC
White Dale A.Director · Chief Executive Officer
Tax withholdingClass A common stock 20,121 $1.08 $21,730.68
Disclosure

SEC source: 0001793229-23-000043 · wf-form4_168020925119947.xml · nonDerivative · entry 1

White Dale A. · CIK 0001827254 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,697,776

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units.

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March 29, 2023 Filed Mar 30, 2023 16:54 UTC
Kozel GeraldSVP, Chief Accounting Officer
Tax withholdingClass A common stock 2,958 $1.08 $3,194.64
Disclosure

SEC source: 0001793229-23-000049 · wf-form4_168020965675036.xml · nonDerivative · entry 1

Kozel Gerald · CIK 0001827287 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 838,227

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units.

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March 29, 2023 Filed Mar 30, 2023 16:49 UTC
Doctoroff JeffreyEVP, General Counsel
Tax withholdingClass A common stock 2,780 $1.08 $3,002.40
Disclosure

SEC source: 0001793229-23-000045 · wf-form4_168020936806014.xml · nonDerivative · entry 1

Doctoroff Jeffrey · CIK 0001827263 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,241,599

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units.

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March 29, 2023 Filed Mar 30, 2023 20:51 UTC
Kim MichaelSVP, Chief Information Officer
Tax withholdingClass A common stock 1,951 $1.08 $2,107.08
Disclosure

SEC source: 0001793229-23-000047 · wf-form4_168020945502121.xml · nonDerivative · entry 1

Kim Michael · CIK 0001828369 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,048,160

F1 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units.

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March 01, 2023 Filed Mar 3, 2023 16:34 UTC
White Dale A.Director · Chief Executive Officer
Tax withholdingClass A common stock 199,468 $0.90 $179,521.20
Disclosure

SEC source: 0001793229-23-000016 · wf-form4_167787923184062.xml · nonDerivative · entry 2

White Dale A. · CIK 0001827254 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,578,469

F2 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units.

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March 01, 2023 Filed Mar 3, 2023 16:34 UTC
White Dale A.Director · Chief Executive Officer
GrantClass A common stock 6,666,666 $0.00 $0.00
Disclosure

SEC source: 0001793229-23-000016 · wf-form4_167787923184062.xml · nonDerivative · entry 1

White Dale A. · CIK 0001827254 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,777,937

F1 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2024, 2025, 2026, and 2027.

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March 01, 2023 Filed Mar 3, 2023 16:40 UTC
Kozel GeraldSVP, Chief Accounting Officer
Tax withholdingClass A common stock 21,276 $0.90 $19,148.40
Disclosure

SEC source: 0001793229-23-000020 · wf-form4_167787959561207.xml · nonDerivative · entry 2

Kozel Gerald · CIK 0001827287 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 826,046

F2 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units.

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March 01, 2023 Filed Mar 3, 2023 16:40 UTC
Kozel GeraldSVP, Chief Accounting Officer
GrantClass A common stock 725,333 $0.00 $0.00
Disclosure

SEC source: 0001793229-23-000020 · wf-form4_167787959561207.xml · nonDerivative · entry 1

Kozel Gerald · CIK 0001827287 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 847,322

F1 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2024, 2025, 2026, and 2027.

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March 01, 2023 Filed Mar 3, 2023 16:48 UTC
Doctoroff JeffreyEVP, General Counsel
Tax withholdingClass A common stock 24,026 $0.90 $21,623.40
Disclosure

SEC source: 0001793229-23-000026 · wf-form4_167788007138294.xml · nonDerivative · entry 2

Doctoroff Jeffrey · CIK 0001827263 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,227,188

F2 · kind: Represents shares withheld to pay taxes applicable to vesting of restricted stock units.

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March 01, 2023 Filed Mar 3, 2023 16:48 UTC
Doctoroff JeffreyEVP, General Counsel
GrantClass A common stock 819,071 $0.00 $0.00
Disclosure

SEC source: 0001793229-23-000026 · wf-form4_167788007138294.xml · nonDerivative · entry 1

Doctoroff Jeffrey · CIK 0001827263 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,251,214

F1 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2024, 2025, 2026, and 2027.

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