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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
March 01, 2023 Filed Mar 3, 2023 21:45 UTC
Head James MEVP & Chief Financial Officer
GrantClass A common stock 2,222,222 $0.00 $0.00
Disclosure

SEC source: 0001793229-23-000024 · wf-form4_167787991733127.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,522,222

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.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:43 UTC
Kim MichaelSVP, Chief Information Officer
Tax withholdingClass A common stock 20,315 $0.90 $18,283.50
Disclosure

SEC source: 0001793229-23-000022 · wf-form4_167787975013679.xml · nonDerivative · entry 2

Kim Michael · CIK 0001828369 · SVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,034,624

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

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:43 UTC
Kim MichaelSVP, Chief Information Officer
GrantClass A common stock 692,553 $0.00 $0.00
Disclosure

SEC source: 0001793229-23-000022 · wf-form4_167787975013679.xml · nonDerivative · entry 1

Kim Michael · CIK 0001828369 · SVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,054,939

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.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:38 UTC
Carol NutterSVP, Chief People Officer
GrantClass A common stock 555,000 $0.00 $0.00
Disclosure

SEC source: 0001793229-23-000018 · wf-form4_167787946923215.xml · nonDerivative · entry 1

Carol Nutter · CIK 0001962112 · SVP, Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 555,000

F1 · shares: 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.

Read SEC document
March 01, 2023 Filed Mar 15, 2023 16:56 UTC Amendment
Kozel GeraldSVP, Chief Accounting Officer
Tax withholdingClass A common stock 6,137 $0.90 $5,523.30
Disclosure

SEC source: 0001793229-23-000039 · wf-form4a_167891377912562.xml · nonDerivative · entry 1

Kozel Gerald · CIK 0001827287 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 841,185

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

F2 · shares: On March 3, 2023, the reporting person filed a Form 4 that, in the second transaction disclosed, contained an erroneous figure in the "Amount" sub-column of Column 4, entitled "Securities Acquired (A) or Disposed Of (D)." The erroneous amount was the total number of restricted stock units that vested on March 1, 2023, rather than just the shares withheld to pay taxes on such vesting. The correct amount of shares disposed of is 6,137 shares and, therefore, the correct figure in Column 5, entitled "Amount of Securities Beneficially Owned Following the Reported Transaction(s)," is 841,185 shares. This Form 4/A is filed to furnish the correct amounts.

Read SEC document
March 01, 2023 Filed Mar 15, 2023 17:01 UTC Amendment
White Dale A.Director · Chief Executive Officer
Tax withholdingClass A common stock 60,040 $0.90 $54,036.00
Disclosure

SEC source: 0001793229-23-000041 · wf-form4a_167891403719692.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,717,897

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

F2 · shares: On March 3, 2023, the reporting person filed a Form 4 that, in the second transaction disclosed, contained an erroneous figure in the "Amount" sub-column of Column 4, entitled "Securities Acquired (A) or Disposed Of (D)." The erroneous amount was the total number of restricted stock units that vested on March 1, 2023, rather than just the shares withheld to pay taxes on such vesting. The correct amount of shares disposed of is 60,040 shares and, therefore, the correct figure in Column 5, entitled "Amount of Securities Beneficially Owned Following the Reported Transaction(s)," is 15,717,897 shares. This Form 4/A is filed to furnish the correct amounts.

Read SEC document
March 01, 2023 Filed Mar 15, 2023 16:49 UTC Amendment
Doctoroff JeffreyEVP, General Counsel
Tax withholdingClass A common stock 6,835 $0.90 $6,151.50
Disclosure

SEC source: 0001793229-23-000035 · wf-form4a_167891336564860.xml · nonDerivative · entry 1

Doctoroff Jeffrey · CIK 0001827263 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,244,379

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

F2 · shares: On March 3, 2023, the reporting person filed a Form 4 that, in the second transaction disclosed, contained an erroneous figure in the "Amount" sub-column of Column 4, entitled "Securities Acquired (A) or Disposed Of (D)." The erroneous amount was the total number of restricted stock units that vested on March 1, 2023, rather than just the shares withheld to pay taxes on such vesting. The correct amount of shares disposed of is 6,835 shares and, therefore, the correct figure in Column 5, entitled "Amount of Securities Beneficially Owned Following the Reported Transaction(s)," is 1,244,379 shares. This Form 4/A is filed to furnish the correct amounts.

Read SEC document
March 01, 2023 Filed Mar 15, 2023 20:53 UTC Amendment
Kim MichaelSVP, Chief Information Officer
Tax withholdingClass A common stock 4,828 $0.90 $4,345.20
Disclosure

SEC source: 0001793229-23-000037 · wf-form4a_167891361288954.xml · nonDerivative · entry 1

Kim Michael · CIK 0001828369 · SVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,050,111

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

F2 · shares: On March 3, 2023, the reporting person filed a Form 4 that, in the second transaction disclosed, contained an erroneous figure in the "Amount" sub-column of Column 4, entitled "Securities Acquired (A) or Disposed Of (D)." The erroneous amount was the total number of restricted stock units that vested on March 1, 2023, rather than just the shares withheld to pay taxes on such vesting. The correct amount of shares disposed of is 4,828 shares and, therefore, the correct figure in Column 5, entitled "Amount of Securities Beneficially Owned Following the Reported Transaction(s)," is 1,050,111 shares. This Form 4/A is filed to furnish the correct amounts.

Read SEC document
December 31, 2022 Filed Jan 3, 2023 16:41 UTC
Tabak MarkDirector
Tax withholdingClass A common stock 15,174 $1.15 $17,450.10
Disclosure

SEC source: 0001793229-23-000002 · wf-form4_167278206857324.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,023,798

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

Read SEC document
November 30, 2022 Filed Dec 1, 2022 16:34 UTC
Tabak MarkDirector
Tax withholdingClass A common stock 15,166 $1.49 $22,597.34
Disclosure

SEC source: 0001793229-22-000130 · wf-form4_166993044839610.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,038,972

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

Read SEC document
November 21, 2022 Filed Nov 22, 2022 21:29 UTC PurchaseClass A common stock 35,000 $1.47 $51,443.00
Disclosure

SEC source: 0001793229-22-000128 · wf-form4_166915253095149.xml · nonDerivative · entry 1

Colaluca Anthony Jr · CIK 0001338905 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,287

F1 · shares: Represents shares of Class A common stock purchased by the Reporting Person in multiple transactions at prices ranging from $1.465 to $1.470. The price reported is a weighted average price. 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 of Common Stock purchased at each separate price within the range set forth in this footnote (1).

Read SEC document
October 31, 2022 Filed Nov 2, 2022 16:29 UTC
Tabak MarkDirector
Tax withholdingClass A common stock 15,166 $2.87 $43,526.42
Disclosure

SEC source: 0001793229-22-000111 · wf-form4_166742094948799.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,054,138

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

Read SEC document
September 30, 2022 Filed Oct 3, 2022 16:42 UTC
Tabak MarkDirector
Tax withholdingClass A common stock 15,166 $2.86 $43,374.76
Disclosure

SEC source: 0001793229-22-000109 · wf-form4_166482935328738.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,069,304

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

Read SEC document
August 31, 2022 Filed Sep 1, 2022 16:33 UTC
Tabak MarkDirector
Tax withholdingClass A common stock 15,166 $3.52 $53,384.32
Disclosure

SEC source: 0001793229-22-000107 · wf-form4_166206441062168.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,084,470

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

Read SEC document
August 22, 2022 Filed Aug 24, 2022 19:38 UTC
Tabak MarkDirector
SaleClass A common stock 2,250,000 $3.80 $8,550,000.00
Disclosure

SEC source: 0001793229-22-000105 · wf-form4_166138430535053.xml · nonDerivative · entry 2

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,099,636

F1 · kind: Represents shares sold for estate planning purposes in a privately negotiated sale to a trust for the benefit of a family member. The Reporting Person disclaims beneficial ownership of, and has no investment control over, any securities of issuer held in such trust.

F2 · price: The shares were sold at a price equal to the closing share price of the Issuer's Class A common stock on the date of sale.

Read SEC document
August 22, 2022 Filed Aug 24, 2022 19:38 UTC
Tabak MarkDirector
SaleClass A common stock 2,250,000 $3.80 $8,550,000.00
Disclosure

SEC source: 0001793229-22-000105 · wf-form4_166138430535053.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,349,636

F1 · kind: Represents shares sold for estate planning purposes in a privately negotiated sale to a trust for the benefit of a family member. The Reporting Person disclaims beneficial ownership of, and has no investment control over, any securities of issuer held in such trust.

F2 · price: The shares were sold at a price equal to the closing share price of the Issuer's Class A common stock on the date of sale.

Read SEC document
August 11, 2022 Filed Aug 12, 2022 20:16 UTC
Kim MichaelSVP, Chief Information Officer
SaleClass A common stock 50,000 $4.37 $218,360.00
Disclosure

SEC source: 0001793229-22-000103 · wf-form4_166033534264181.xml · nonDerivative · entry 1

Kim Michael · CIK 0001828369 · SVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 362,386

F1 · shares: Represents shares of Class A common stock sold by the Reporting Person in multiple transactions at prices ranging from $4.350 to $4.395. The price reported is a weighted average price. 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 of Common Stock sold at each separate price within the range set forth in this footnote (1).

Read SEC document
July 31, 2022 Filed Aug 1, 2022 16:33 UTC
Tabak MarkDirector
Tax withholdingClass A common stock 15,166 $5.06 $76,739.96
Disclosure

SEC source: 0001793229-22-000087 · wf-form4_165938596142028.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,599,636

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

Read SEC document
June 30, 2022 Filed Jul 1, 2022 16:30 UTC
Tabak MarkDirector
Tax withholdingClass A common stock 15,166 $5.49 $83,261.34
Disclosure

SEC source: 0001793229-22-000085 · wf-form4_165670741937110.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,614,802

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

Read SEC document
May 31, 2022 Filed Jun 2, 2022 16:30 UTC
Tabak MarkDirector
Tax withholdingClass A common stock 15,166 $5.00 $75,830.00
Disclosure

SEC source: 0001793229-22-000083 · wf-form4_165420178211261.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,629,968

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

Read SEC document
April 30, 2022 Filed May 2, 2022 16:36 UTC
Tabak MarkDirector
Tax withholdingClass A common stock 15,166 $4.43 $67,185.38
Disclosure

SEC source: 0001793229-22-000075 · wf-form4_165152376081496.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,645,134

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

Read SEC document
April 26, 2022 Filed Apr 28, 2022 19:51 UTC GrantClass A common stock 22,271 $0.00 $0.00
Disclosure

SEC source: 0001793229-22-000073 · wf-form4_165118980934596.xml · nonDerivative · entry 1

AUGUST GLENN R · CIK 0001013025 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,287

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, 2022 Filed Apr 28, 2022 21:20 UTC GrantClass A common stock 22,271 $0.00 $0.00
Disclosure

SEC source: 0001793229-22-000067 · wf-form4_165118075370309.xml · nonDerivative · entry 1

HARRIS C MARTIN · CIK 0001236982 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,208

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, 2022 Filed Apr 28, 2022 21:26 UTC GrantClass A common stock 22,271 $0.00 $0.00
Disclosure

SEC source: 0001793229-22-000069 · wf-form4_165118108031477.xml · nonDerivative · entry 1

Klein Michael Stuart · CIK 0001327392 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,287

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, 2022 Filed Apr 28, 2022 20:38 UTC GrantClass A common stock 22,271 $0.00 $0.00
Disclosure

SEC source: 0001793229-22-000057 · wf-form4_165117819207280.xml · nonDerivative · entry 1

Colaluca Anthony Jr · CIK 0001338905 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,287

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, 2022 Filed Apr 28, 2022 20:54 UTC GrantClass A common stock 22,271 $0.00 $0.00
Disclosure

SEC source: 0001793229-22-000061 · wf-form4_165117915302102.xml · nonDerivative · entry 1

Clarke Richard A · CIK 0001359335 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,287

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, 2022 Filed Apr 28, 2022 20:33 UTC GrantClass A common stock 22,271 $0.00 $0.00
Disclosure

SEC source: 0001793229-22-000055 · wf-form4_165117790681648.xml · nonDerivative · entry 1

Klapstein Julie D · CIK 0001518668 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,376

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, 2022 Filed Apr 28, 2022 17:12 UTC GrantClass A common stock 22,271 $0.00 $0.00
Disclosure

SEC source: 0001793229-22-000063 · wf-form4_165118022429614.xml · nonDerivative · entry 1

VEGHTE WILLIAM L · CIK 0001523640 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,287

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 31, 2022 Filed Apr 1, 2022 16:32 UTC
Tabak MarkDirector
Tax withholdingClass A common stock 15,166 $4.68 $70,976.88
Disclosure

SEC source: 0001793229-22-000050 · wf-form4_164884514208634.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,660,300

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

Read SEC document
March 29, 2022 Filed Mar 31, 2022 16:33 UTC
White Dale A.Director · Chief Executive Officer
Tax withholdingClass A common stock 20,086 $4.66 $93,600.76
Disclosure

SEC source: 0001793229-22-000044 · wf-form4_164875879090420.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,111,271

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

Read SEC document
March 29, 2022 Filed Mar 31, 2022 16:39 UTC
Kozel GeraldSVP, Chief Accounting Officer
Tax withholdingClass A common stock, par value $0.0001 per share 3,493 $4.66 $16,277.38
Disclosure

SEC source: 0001793229-22-000046 · wf-form4_164875912843768.xml · nonDerivative · entry 1

Kozel Gerald · CIK 0001827287 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 121,989

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

Read SEC document
March 29, 2022 Filed Mar 31, 2022 16:42 UTC
Doctoroff JeffreySVP, General Counsel
Tax withholdingClass A common stock 3,315 $4.66 $15,447.90
Disclosure

SEC source: 0001793229-22-000048 · wf-form4_164875927654553.xml · nonDerivative · entry 1

Doctoroff Jeffrey · CIK 0001827263 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 432,143

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

Read SEC document
March 29, 2022 Filed Mar 31, 2022 20:31 UTC
Kim MichaelSVP, Chief Information Officer
Tax withholdingClass A common stock 2,375 $4.66 $11,067.50
Disclosure

SEC source: 0001793229-22-000042 · wf-form4_164875867363446.xml · nonDerivative · entry 1

Kim Michael · CIK 0001828369 · SVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 412,386

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

Read SEC document
March 01, 2022 Filed Mar 3, 2022 16:33 UTC
White Dale A.Director · Chief Executive Officer
GrantStock Option · Derivative 1,500,000 $0.00 Strike: $3.75 $0.00
Disclosure

SEC source: 0001793229-22-000025 · wf-form4_164634318121864.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,500,000

Underlying: Class A common stock, par value $0.0001 per share · 1,500,000 shares

Expires 2032-03-01

F2 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of March 1, 2023, 2024, 2025 and 2026.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 16:33 UTC
White Dale A.Director · Chief Executive Officer
GrantClass A common stock 797,872 $0.00 $0.00
Disclosure

SEC source: 0001793229-22-000025 · wf-form4_164634318121864.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,131,357

F1 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2023, 2024, 2025 and 2026.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 16:40 UTC
Kozel GeraldSVP, Chief Accounting Officer
GrantStock Option · Derivative 160,000 $0.00 Strike: $3.75 $0.00
Disclosure

SEC source: 0001793229-22-000029 · wf-form4_164634355807185.xml · derivative · entry 2

Kozel Gerald · CIK 0001827287 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 160,000

Underlying: Class A common stock, par value $0.0001 per share · 160,000 shares

Expires 2032-03-01

F2 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of March 1, 2023, 2024, 2025 and 2026.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 16:40 UTC
Kozel GeraldSVP, Chief Accounting Officer
GrantClass A common stock, par value $0.0001 per share 85,106 $0.00 $0.00
Disclosure

SEC source: 0001793229-22-000029 · wf-form4_164634355807185.xml · nonDerivative · entry 1

Kozel Gerald · CIK 0001827287 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,482

F1 · kind: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2023, 2024, 2025 and 2026.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 16:45 UTC
Doctoroff JeffreySVP, General Counsel
GrantStock Option · Derivative 180,677 $0.00 Strike: $3.75 $0.00
Disclosure

SEC source: 0001793229-22-000033 · wf-form4_164634390483238.xml · derivative · entry 2

Doctoroff Jeffrey · CIK 0001827263 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 180,677

Underlying: Class A common stock, par value $0.0001 per share · 180,677 shares

Expires 2032-03-01

F2 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of March 1, 2023, 2024, 2025 and 2026.

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March 01, 2022 Filed Mar 3, 2022 16:45 UTC
Doctoroff JeffreySVP, General Counsel
GrantClass A common stock 96,105 $0.00 $0.00
Disclosure

SEC source: 0001793229-22-000033 · wf-form4_164634390483238.xml · nonDerivative · entry 1

Doctoroff Jeffrey · CIK 0001827263 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 435,458

F1 · shares: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2023, 2024, 2025 and 2026.

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March 01, 2022 Filed Mar 3, 2022 21:43 UTC
Kim MichaelSVP, Chief Information Officer
GrantStock Option · Derivative 152,769 $0.00 Strike: $3.75 $0.00
Disclosure

SEC source: 0001793229-22-000031 · wf-form4_164634374422953.xml · derivative · entry 2

Kim Michael · CIK 0001828369 · SVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 152,769

Underlying: Class A common stock, par value $0.0001 per share · 152,769 shares

Expires 2032-03-01

F2 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of March 1, 2023, 2024, 2025 and 2026.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 21:43 UTC
Kim MichaelSVP, Chief Information Officer
GrantClass A common stock 81,260 $0.00 $0.00
Disclosure

SEC source: 0001793229-22-000031 · wf-form4_164634374422953.xml · nonDerivative · entry 1

Kim Michael · CIK 0001828369 · SVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 414,761

F1 · shares: Represents a grant of restricted stock units which will vest at a rate of 25% per year on each of March 1, 2023, 2024, 2025 and 2026.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 21:35 UTC
Head James MEVP & Chief Financial Officer
GrantStock Option · Derivative 1,000,000 $0.00 Strike: $3.75 $0.00
Disclosure

SEC source: 0001793229-22-000027 · wf-form4_164634328119440.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,000,000

Underlying: Class A common stock, par value $0.0001 per share · 1,000,000 shares

Expires 2032-03-01

F1 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of March 1, 2023, 2024, 2025 and 2026.

Read SEC document
February 28, 2022 Filed Mar 1, 2022 16:43 UTC
Tabak MarkDirector
Tax withholdingClass A common stock 15,166 $3.76 $57,024.16
Disclosure

SEC source: 0001793229-22-000023 · wf-form4_164617100053242.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,675,466

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

Read SEC document
February 18, 2022 Filed Feb 22, 2022 17:29 UTC
White Dale A.Director · Chief Executive Officer
GrantStock Option · Derivative 980,392 $0.00 Strike: $12.50 $0.00
Disclosure

SEC source: 0001793229-22-000014 · wf-form4_164556893816599.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 980,392

Underlying: Class A common stock, par value $0.0001 per share · 980,392 shares

Expires 2032-02-18

F1 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of February 18, 2023, 2024, 2025, and 2026, subject to continued service through the respective vesting dates and the respective equity plan agreement and award agreement.

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February 18, 2022 Filed Feb 22, 2022 17:29 UTC
White Dale A.Director · Chief Executive Officer
GrantStock Option · Derivative 806,451 $0.00 Strike: $10.00 $0.00
Disclosure

SEC source: 0001793229-22-000014 · wf-form4_164556893816599.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 806,451

Underlying: Class A common stock, par value $0.0001 per share · 806,451 shares

Expires 2032-02-18

F1 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of February 18, 2023, 2024, 2025, and 2026, subject to continued service through the respective vesting dates and the respective equity plan agreement and award agreement.

Read SEC document
February 18, 2022 Filed Feb 22, 2022 17:29 UTC
White Dale A.Director · Chief Executive Officer
GrantStock Option · Derivative 625,000 $0.00 Strike: $7.50 $0.00
Disclosure

SEC source: 0001793229-22-000014 · wf-form4_164556893816599.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 625,000

Underlying: Class A common stock, par value $0.0001 per share · 625,000 shares

Expires 2032-02-18

F1 · derivative.exercise_date: The grant will vest, and become exercisable, at a rate of 25% per year on each of February 18, 2023, 2024, 2025, and 2026, subject to continued service through the respective vesting dates and the respective equity plan agreement and award agreement.

Read SEC document
February 08, 2022 Filed Feb 9, 2022 16:28 UTC
Tabak MarkDirector
Tax withholdingClass A common stock 253,980 $3.90 $990,522.00
Disclosure

SEC source: 0001793229-22-000010 · wf-form4_164444211467337.xml · nonDerivative · entry 2

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,690,632

F2 · kind: Represents shares withheld to pay taxes applicable to grant of common stock.

Read SEC document
February 08, 2022 Filed Feb 9, 2022 16:28 UTC
Tabak MarkDirector
GrantClass A common stock 492,610 $0.00 $0.00
Disclosure

SEC source: 0001793229-22-000010 · wf-form4_164444211467337.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,944,612

F1 · shares: Represents a grant of fully vested common stock received as provided under Mr. Tabak's employment agreement, as amended.

Read SEC document
January 31, 2022 Filed Feb 2, 2022 16:42 UTC
Tabak MarkDirector · Former Chief Executive Officer
Tax withholdingClass A common stock 11,662 $4.03 $46,997.86
Disclosure

SEC source: 0001793229-22-000008 · wf-form4_164383813559467.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director · Former Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,452,002

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

Read SEC document
December 31, 2021 Filed Jan 4, 2022 16:38 UTC
Tabak MarkDirector · Chief Executive Officer
Tax withholdingClass A common stock 15,784 $4.43 $69,923.12
Disclosure

SEC source: 0001793229-22-000002 · wf-form4_164133227080994.xml · nonDerivative · entry 1

Tabak Mark · CIK 0001827273 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,463,664

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

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.