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DROPBOX, INC.

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1121
SEC CIK
0001467623
Parsed reports
685

Last 12 months

Inside the activity.

0 purchase rows · 71 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 2025011
Dec 202506
Jan 202606
Feb 202603
Mar 202608
Apr 202603
May 2026011
Jun 202604
Jul 202605
Aug 202604
Sep 202608
Oct 202602

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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 06, 2023 Filed Mar 8, 2023 21:03 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-002605 · primarydocument.xml · derivative · entry 5

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See foonote

Disclosed balance after: 72,100,573

Underlying: Class A Common Stock · 162,500 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.

F7 · derivative.exercise_price: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F7 · derivative.exercise_date: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F7 · derivative.expiration_date: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F2 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
March 06, 2023 Filed Mar 8, 2023 21:03 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 162,500 $20.55 $3,340,122.50
Disclosure

SEC source: 0001562180-23-002605 · primarydocument.xml · nonDerivative · entry 2

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F4 · price: This transaction was executed in multiple trades at prices ranging from $20.29 to $20.86. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
March 06, 2023 Filed Mar 8, 2023 21:03 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-002605 · primarydocument.xml · nonDerivative · entry 1

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 162,500

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.

F1 · price: 162,5000 shares of Class B Common Stock were converted into 162,500 shares of Class A Common Stock at the election of the Reporting Person and had no expiration date.

F2 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
February 27, 2023 Filed Mar 1, 2023 22:14 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 2,369 $20.70 $49,038.30
Disclosure

SEC source: 0001562180-23-002058 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 448,707

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
February 27, 2023 Filed Mar 1, 2023 22:14 UTC
Volkmer BartChief Legal Officer
SaleClass A Common Stock 13,667 $20.54 $280,773.48
Disclosure

SEC source: 0001562180-23-002057 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 241,255

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · price: This transaction was executed in multiple trades at prices ranging from $20.42 to $20.80. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 23:22 UTC
Regan TimothyChief Financial Officer
Tax withholdingClass A Common Stock 15,154 $24.00 $363,696.00
Disclosure

SEC source: 0001562180-23-001535 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 451,076

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units and restricted stock awards previously reported.

F2 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 23:21 UTC
Volkmer BartChief Legal Officer
Tax withholdingClass A Common Stock 10,880 $24.00 $261,120.00
Disclosure

SEC source: 0001562180-23-001534 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 254,922

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units and restricted stock awards previously reported.

F2 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 21:45 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-001116 · primarydocument.xml · derivative · entry 5

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See foonote

Disclosed balance after: 72,263,073

Underlying: Class A Common Stock · 162,500 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.

F7 · derivative.exercise_price: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F7 · derivative.exercise_date: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F7 · derivative.expiration_date: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F2 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 21:45 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 162,500 $23.56 $3,828,695.00
Disclosure

SEC source: 0001562180-23-001116 · primarydocument.xml · nonDerivative · entry 2

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F4 · price: This transaction was executed in multiple trades at prices ranging from $23.38 to $23.90. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 21:45 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-001116 · primarydocument.xml · nonDerivative · entry 1

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 162,500

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.

F1 · price: 162,5000 shares of Class B Common Stock were converted into 162,500 shares of Class A Common Stock at the election of the Reporting Person and had no expiration date.

F2 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
January 25, 2023 Filed Jan 27, 2023 21:00 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 2,369 $22.82 $54,063.90
Disclosure

SEC source: 0001562180-23-000651 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 466,230

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · price: This transaction was executed in multiple trades at prices ranging from $22.63 to $22.97. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
January 24, 2023 Filed Jan 26, 2023 21:03 UTC SaleClass A Common Stock 15,000 $23.07 $346,036.50
Disclosure

SEC source: 0001562180-23-000602 · primarydocument.xml · nonDerivative · entry 1

Young Timothy H. · CIK 0001791676 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,108,945

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · price: This transaction was executed in multiple trades at prices ranging from $22.84 to $23.33. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Certain of these securities are restricted stock awards. Each restricted stock award represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2024. In the event the Reporting Person ceases to be a Service Provider, or if certain restricted stock awards do not satisfy market-based or liquidity event-related performance vesting conditions, the unvested restricted stock awards will be cancelled by the Issuer.

Read SEC document
January 11, 2023 Filed Jan 13, 2023 21:06 UTC
Volkmer BartChief Legal Officer
SaleClass A Common Stock 10,000 $22.79 $227,902.00
Disclosure

SEC source: 0001562180-23-000404 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 265,802

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · price: This transaction was executed in multiple trades at prices ranging from $22.54 to $22.97. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
January 05, 2023 Filed Jan 9, 2023 21:14 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-000284 · primarydocument.xml · derivative · entry 5

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See foonote

Disclosed balance after: 72,425,573

Underlying: Class A Common Stock · 162,500 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.

F7 · derivative.exercise_price: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F7 · derivative.exercise_date: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F7 · derivative.expiration_date: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F2 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
January 05, 2023 Filed Jan 9, 2023 21:14 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 162,500 $22.14 $3,597,441.25
Disclosure

SEC source: 0001562180-23-000284 · primarydocument.xml · nonDerivative · entry 2

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F4 · price: This transaction was executed in multiple trades at prices ranging from $21.99 to $22.47. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
January 05, 2023 Filed Jan 9, 2023 21:14 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-000284 · primarydocument.xml · nonDerivative · entry 1

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 162,500

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.

F1 · price: 162,5000 shares of Class B Common Stock were converted into 162,500 shares of Class A Common Stock at the election of the Reporting Person and had no expiration date.

F2 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 21:15 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 2,000 $22.56 $45,120.00
Disclosure

SEC source: 0001562180-23-000230 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 468,599

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
December 31, 2022 Filed Jan 4, 2023 21:04 UTC Disposition to issuerClass A Common Stock 353,044 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-000104 · primarydocument.xml · nonDerivative · entry 1

Young Timothy H. · CIK 0001791676 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,123,945

F1 · kind: Reflects forfeiture of shares of restricted stock to the Issuer as a result of performance targets not being met as of 12/31/2022.

F2 · balance_after: Certain of these securities are restricted stock awards. Each restricted stock award represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2024. In the event the Reporting Person ceases to be a Service Provider, or if certain restricted stock awards do not satisfy market-based or liquidity event-related performance vesting conditions, the unvested restricted stock awards will be cancelled by the Issuer.

Read SEC document
December 27, 2022 Filed Dec 29, 2022 21:44 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 3,000 $22.30 $66,901.20
Disclosure

SEC source: 0001562180-22-008450 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 470,599

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · price: This transaction was executed in multiple trades at prices ranging from $22.20 to $22.42. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
December 23, 2022 Filed Dec 28, 2022 21:37 UTC SaleClass A Common Stock 15,000 $22.39 $335,788.50
Disclosure

SEC source: 0001562180-22-008440 · primarydocument.xml · nonDerivative · entry 1

Young Timothy H. · CIK 0001791676 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,476,989

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · price: This transaction was executed in multiple trades at prices ranging from $22.16 to $22.53. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Certain of these securities are restricted stock awards. Each restricted stock award represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2024. In the event the Reporting Person ceases to be a Service Provider, or if certain restricted stock awards do not satisfy market-based or liquidity event-related performance vesting conditions, the unvested restricted stock awards will be cancelled by the Issuer.

Read SEC document
December 12, 2022 Filed Dec 14, 2022 21:46 UTC
Volkmer BartChief Legal Officer
SaleClass A Common Stock 10,264 $22.79 $233,942.22
Disclosure

SEC source: 0001562180-22-008280 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 275,802

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · price: This transaction was executed in multiple trades at prices ranging from $22.32 to $23.13. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
December 05, 2022 Filed Dec 7, 2022 21:08 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 150,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-008138 · primarydocument.xml · derivative · entry 5

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See foonote

Disclosed balance after: 72,588,073

Underlying: Class A Common Stock · 150,000 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.

F7 · derivative.exercise_price: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F7 · derivative.exercise_date: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F7 · derivative.expiration_date: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F2 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
December 05, 2022 Filed Dec 7, 2022 21:08 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 162,500 $22.66 $3,682,087.50
Disclosure

SEC source: 0001562180-22-008138 · primarydocument.xml · nonDerivative · entry 2

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F4 · price: This transaction was executed in multiple trades at prices ranging from $22.39 to $23.06. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
December 05, 2022 Filed Dec 7, 2022 21:08 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 150,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-008138 · primarydocument.xml · nonDerivative · entry 1

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 162,500

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.

F1 · price: 150,000 shares of Class B Common Stock were converted into 150,000 shares of Class A Common Stock at the election of the Reporting Person and had no expiration date.

F2 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
November 25, 2022 Filed Nov 29, 2022 23:06 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 3,000 $22.32 $66,960.00
Disclosure

SEC source: 0001562180-22-007928 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 473,599

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
November 25, 2022 Filed Nov 29, 2022 23:07 UTC SaleClass A Common Stock 15,000 $22.33 $334,962.00
Disclosure

SEC source: 0001562180-22-007929 · primarydocument.xml · nonDerivative · entry 1

Young Timothy H. · CIK 0001791676 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,491,989

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · price: This transaction was executed in multiple trades at prices ranging from $22.26 to $22.43. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Certain of these securities are restricted stock awards. Each restricted stock award represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2024. In the event the Reporting Person ceases to be a Service Provider, or if certain restricted stock awards do not satisfy market-based or liquidity event-related performance vesting conditions, the unvested restricted stock awards will be cancelled by the Issuer.

Read SEC document
November 16, 2022 Filed Nov 17, 2022 22:29 UTC
Volkmer BartChief Legal Officer
SaleClass A Common Stock 10,534 $22.48 $236,820.12
Disclosure

SEC source: 0001562180-22-007748 · primarydocument.xml · nonDerivative · entry 2

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 286,066

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F4 · price: This transaction was executed in multiple trades at prices ranging from $22.34 to $22.68. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
November 15, 2022 Filed Nov 17, 2022 22:29 UTC
Regan TimothyChief Financial Officer
Tax withholdingClass A Common Stock 21,188 $22.78 $482,662.64
Disclosure

SEC source: 0001562180-22-007747 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 476,599

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units and restricted stock awards previously reported.

F2 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
November 15, 2022 Filed Nov 17, 2022 22:30 UTC Tax withholdingClass A Common Stock 32,634 $22.78 $743,402.52
Disclosure

SEC source: 0001562180-22-007749 · primarydocument.xml · nonDerivative · entry 1

Young Timothy H. · CIK 0001791676 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,506,989

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock awards previously reported.

F2 · balance_after: Certain of these securities are restricted stock awards. Each restricted stock award represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2024. In the event the Reporting Person ceases to be a Service Provider, or if certain restricted stock awards do not satisfy market-based or liquidity event-related performance vesting conditions, the unvested restricted stock awards will be cancelled by the Issuer.

Read SEC document
November 15, 2022 Filed Nov 17, 2022 22:29 UTC
Volkmer BartChief Legal Officer
Tax withholdingClass A Common Stock 15,255 $22.78 $347,508.90
Disclosure

SEC source: 0001562180-22-007748 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 296,600

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units and restricted stock awards previously reported.

F2 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
November 10, 2022 Filed Nov 15, 2022 21:18 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 162,500 $22.26 $3,617,412.50
Disclosure

SEC source: 0001562180-22-007677 · primarydocument.xml · nonDerivative · entry 1

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 12,500

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · price: This transaction was executed in multiple trades at prices ranging from $21.97 to $22.52. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which the Reporting Person serves as trustee.

Read SEC document
October 25, 2022 Filed Oct 27, 2022 22:01 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 3,000 $21.75 $65,250.00
Disclosure

SEC source: 0001562180-22-007349 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 497,787

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
October 24, 2022 Filed Oct 26, 2022 22:40 UTC SaleClass A Common Stock 15,000 $21.51 $322,653.00
Disclosure

SEC source: 0001562180-22-007338 · primarydocument.xml · nonDerivative · entry 1

Young Timothy H. · CIK 0001791676 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,539,623

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · price: This transaction was executed in multiple trades at prices ranging from $21.26 to $21.65. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Certain of these securities are restricted stock awards. Each restricted stock award represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2024. In the event the Reporting Person ceases to be a Service Provider, or if certain restricted stock awards do not satisfy market-based or liquidity event-related performance vesting conditions, the unvested restricted stock awards will be cancelled by the Issuer.

Read SEC document
October 11, 2022 Filed Oct 12, 2022 20:29 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 240,999 $20.13 $4,851,068.87
Disclosure

SEC source: 0001562180-22-007168 · primarydocument.xml · nonDerivative · entry 9

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,781,892

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F8 · price: This transaction was executed in multiple trades at prices ranging from $19.89 to $20.48. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F6 · balance_after: Certain of these securities are restricted stock awards of Class A Common Stock. The restricted stock awards vest over a period of up to ten years following the closing of the Issuer's initial public offering of Class A Common Stock, or March 27, 2028, upon achievement of service-based, market-based, and liquidity event-related performance vesting conditions.

Read SEC document
October 11, 2022 Filed Oct 12, 2022 20:29 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 52,551 $20.12 $1,057,473.26
Disclosure

SEC source: 0001562180-22-007168 · primarydocument.xml · nonDerivative · entry 8

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 175,000

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F8 · price: This transaction was executed in multiple trades at prices ranging from $19.89 to $20.48. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F7 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
October 11, 2022 Filed Oct 13, 2022 21:41 UTC
Volkmer BartChief Legal Officer
ConversionClass B Common Stock · Derivative 29,237 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-007185 · primarydocument.xml · derivative · entry 3

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,480

Underlying: Class A Common Stock · 29,237 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 · derivative.exercise_price: 29,237 shares of Class B Common Stock were converted into 29,237 shares of Class A Common Stock at the election of the Reporting Person and had no expiration date.

F1 · derivative.exercise_date: 29,237 shares of Class B Common Stock were converted into 29,237 shares of Class A Common Stock at the election of the Reporting Person and had no expiration date.

F1 · derivative.expiration_date: 29,237 shares of Class B Common Stock were converted into 29,237 shares of Class A Common Stock at the election of the Reporting Person and had no expiration date.

Read SEC document
October 11, 2022 Filed Oct 13, 2022 21:41 UTC
Volkmer BartChief Legal Officer
SaleClass A Common Stock 11,000 $20.12 $221,334.30
Disclosure

SEC source: 0001562180-22-007185 · primarydocument.xml · nonDerivative · entry 2

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 311,855

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F4 · price: This transaction was executed in multiple trades at prices ranging from $19.90 to $20.48. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
October 11, 2022 Filed Oct 13, 2022 21:41 UTC
Volkmer BartChief Legal Officer
ConversionClass A Common Stock 29,237 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-007185 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 322,855

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 · shares: 29,237 shares of Class B Common Stock were converted into 29,237 shares of Class A Common Stock at the election of the Reporting Person and had no expiration date.

F2 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
October 10, 2022 Filed Oct 12, 2022 20:29 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 150,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-007168 · primarydocument.xml · derivative · entry 10

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See foonote

Disclosed balance after: 7,743,764

Underlying: Class A Common Stock · 150,000 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.

F9 · derivative.exercise_price: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F9 · derivative.exercise_date: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F9 · derivative.expiration_date: The Issuer's Class B Common Stock is convertible into the Issuer's Class A Common Stock on a one-for-one basis at the Reporting Person's election and has no expiration date.

F2 · ownership.nature: Shares held by the Houston Remainder Trust u/a/d 12/30/2010, for which reporting person serves as trustee.

Read SEC document
October 10, 2022 Filed Oct 12, 2022 20:29 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 200 $21.15 $4,230.00
Disclosure

SEC source: 0001562180-22-007168 · primarydocument.xml · nonDerivative · entry 7

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 227,551

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F7 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
October 10, 2022 Filed Oct 12, 2022 20:29 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 272,249 $20.43 $5,562,455.44
Disclosure

SEC source: 0001562180-22-007168 · primarydocument.xml · nonDerivative · entry 6

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 227,751

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F4 · price: This transaction was executed in multiple trades at prices ranging from $20.12 to $21.11. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F7 · ownership.nature: Shares held by the Andrew Houston Revocable Trust u/a/d 9/7/2011, for which reporting person serves as trustee.

Read SEC document
October 10, 2022 Filed Oct 12, 2022 20:29 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 800 $21.14 $16,908.00
Disclosure

SEC source: 0001562180-22-007168 · primarydocument.xml · nonDerivative · entry 5

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,022,891

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F5 · price: This transaction was executed in multiple trades at prices ranging from $21.12 to $21.15. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F6 · balance_after: Certain of these securities are restricted stock awards of Class A Common Stock. The restricted stock awards vest over a period of up to ten years following the closing of the Issuer's initial public offering of Class A Common Stock, or March 27, 2028, upon achievement of service-based, market-based, and liquidity event-related performance vesting conditions.

Read SEC document
October 10, 2022 Filed Oct 12, 2022 20:29 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 273,426 $20.43 $5,585,792.41
Disclosure

SEC source: 0001562180-22-007168 · primarydocument.xml · nonDerivative · entry 4

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,023,691

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F4 · price: This transaction was executed in multiple trades at prices ranging from $20.12 to $21.11. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F6 · balance_after: Certain of these securities are restricted stock awards of Class A Common Stock. The restricted stock awards vest over a period of up to ten years following the closing of the Issuer's initial public offering of Class A Common Stock, or March 27, 2028, upon achievement of service-based, market-based, and liquidity event-related performance vesting conditions.

Read SEC document
October 10, 2022 Filed Oct 12, 2022 20:29 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 700 $21.13 $14,793.03
Disclosure

SEC source: 0001562180-22-007168 · primarydocument.xml · nonDerivative · entry 3

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 716,728

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F5 · price: This transaction was executed in multiple trades at prices ranging from $21.12 to $21.15. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · ownership.nature: Shares held by the Houston Remainder Trust u/a/d 12/30/2010, for which reporting person serves as trustee.

Read SEC document
October 10, 2022 Filed Oct 12, 2022 20:29 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 149,300 $20.46 $3,054,036.01
Disclosure

SEC source: 0001562180-22-007168 · primarydocument.xml · nonDerivative · entry 2

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 717,428

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F4 · price: This transaction was executed in multiple trades at prices ranging from $20.12 to $21.11. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · ownership.nature: Shares held by the Houston Remainder Trust u/a/d 12/30/2010, for which reporting person serves as trustee.

Read SEC document
October 10, 2022 Filed Oct 12, 2022 20:29 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 150,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-007168 · primarydocument.xml · nonDerivative · entry 1

Houston Andrew · CIK 0001734563 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 866,728

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

F1 · price: 150,000 shares of Class B Common Stock were converted into 150,000 shares of Class A Common Stock at the election of the Reporting Person and had no expiration date.

F2 · ownership.nature: Shares held by the Houston Remainder Trust u/a/d 12/30/2010, for which reporting person serves as trustee.

Read SEC document
September 26, 2022 Filed Sep 28, 2022 21:27 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 3,000 $20.08 $60,240.00
Disclosure

SEC source: 0001562180-22-006857 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 500,787

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
September 23, 2022 Filed Sep 27, 2022 21:02 UTC SaleClass A Common Stock 15,000 $20.06 $300,937.50
Disclosure

SEC source: 0001562180-22-006851 · primarydocument.xml · nonDerivative · entry 1

Young Timothy H. · CIK 0001791676 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,554,623

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · price: This transaction was executed in multiple trades at prices ranging from $19.89 to $20.47. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Certain of these securities are restricted stock awards. Each restricted stock award represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2024. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards will be cancelled by the Issuer.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 21:09 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 5,000 $22.87 $114,350.00
Disclosure

SEC source: 0001562180-22-006655 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 503,787

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 21:10 UTC
Volkmer BartChief Legal Officer
SaleClass A Common Stock 11,000 $23.03 $253,319.00
Disclosure

SEC source: 0001562180-22-006656 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 293,618

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person.

F2 · price: This transaction was executed in multiple trades at prices ranging from $22.82 to $23.16. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Certain of these securities are restricted stock awards and restricted stock units. Each restricted stock award or restricted stock unit represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2026. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards and restricted stock units will be cancelled by the Issuer.

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.