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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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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
December 02, 2024 Filed Dec 4, 2024 21:02 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 132,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-008145 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 132,000

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: 132,000 shares of Class B Common Stock were converted into 132,000 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 29, 2024 Filed Dec 3, 2024 22:17 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 2,500 $27.87 $69,678.75
Disclosure

SEC source: 0001562180-24-008115 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 433,764

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 15, 2024

F2 · price: This transaction was executed in multiple trades at prices ranging from $27.66 to $28.29. 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, 2028. 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 22, 2024 Filed Nov 25, 2024 21:42 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 4,940 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-007946 · primarydocument.xml · derivative · entry 9

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 68,628,124

Underlying: Class A Common Stock · 4,940 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.

F10 · 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.

F10 · 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.

F10 · 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
November 22, 2024 Filed Nov 25, 2024 21:42 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 4,940 $27.71 $136,871.59
Disclosure

SEC source: 0001562180-24-007946 · primarydocument.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 5, 2023.

F6 · price: This transaction was executed in multiple trades at prices ranging from $27.61 to $27.87. 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
November 22, 2024 Filed Nov 25, 2024 21:42 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 4,940 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-007946 · primarydocument.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 4,940

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

F5 · price: 4,940 shares of Class B Common Stock were converted into 4,940 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 21, 2024 Filed Nov 25, 2024 21:42 UTC SaleClass A Common Stock 6,149 $27.43 $168,665.84
Disclosure

SEC source: 0001562180-24-007948 · primarydocument.xml · nonDerivative · entry 1

Campbell Lisa M · CIK 0001775679 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,016

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 22nd, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $26.99 to $27.66. 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 units. Each 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 May 16, 2025 or the day prior to the date of the Issuer's next annual meeting of stockholders. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock units will be cancelled by the Issuer.

Read SEC document
November 21, 2024 Filed Nov 25, 2024 21:42 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 147,085 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-007946 · primarydocument.xml · derivative · entry 8

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

10b5-1 filing: Plan reported

Ownership: Indirect · See foonote

Disclosed balance after: 68,633,064

Underlying: Class A Common Stock · 147,085 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.

F10 · 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.

F10 · 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.

F10 · 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
November 21, 2024 Filed Nov 25, 2024 21:42 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 147,085 $27.57 $4,055,854.17
Disclosure

SEC source: 0001562180-24-007946 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 5, 2023.

F4 · price: This transaction was executed in multiple trades at prices ranging from $27.50 to $27.66. 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
November 21, 2024 Filed Nov 25, 2024 21:42 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 147,085 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-007946 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 147,085

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: 147,085 shares of Class B Common Stock were converted into 147,085 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 18, 2024 Filed Nov 19, 2024 21:09 UTC
Cox EricChief Customer Officer
SaleClass A Common Stock 2,330 $26.41 $61,525.51
Disclosure

SEC source: 0001562180-24-007789 · primarydocument.xml · nonDerivative · entry 2

Cox Eric · CIK 0001973472 · Chief Customer Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 321,871

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 11, 2024.

F4 · price: This transaction was executed in multiple trades at prices ranging from $26.16 to $27.02. 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 units. Each 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 November 15, 2027. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock units will be cancelled by the Issuer.

Read SEC document
November 15, 2024 Filed Nov 18, 2024 21:11 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 13,444 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-007740 · primarydocument.xml · derivative · entry 9

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 68,780,149

Underlying: Class A Common Stock · 13,444 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.

F10 · 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.

F10 · 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.

F10 · 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
November 15, 2024 Filed Nov 18, 2024 21:11 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 13,444 $27.60 $371,117.59
Disclosure

SEC source: 0001562180-24-007740 · primarydocument.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 5, 2023.

F6 · price: This transaction was executed in multiple trades at prices ranging from $27.50 to $27.67. 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
November 15, 2024 Filed Nov 18, 2024 21:11 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 13,444 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-007740 · primarydocument.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 13,444

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

F5 · price: 13,444 shares of Class B Common Stock were converted into 13,444 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 15, 2024 Filed Nov 19, 2024 21:14 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 2,500 $27.17 $67,931.50
Disclosure

SEC source: 0001562180-24-007794 · primarydocument.xml · nonDerivative · entry 2

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 436,264

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 15, 2024.

F4 · price: This transaction was executed in multiple trades at prices ranging from $26.99 to $27.55. 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, 2028. 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, 2024 Filed Nov 19, 2024 21:14 UTC
Regan TimothyChief Financial Officer
Tax withholdingClass A Common Stock 25,483 $27.67 $705,114.61
Disclosure

SEC source: 0001562180-24-007794 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 438,764

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, 2028. 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, 2024 Filed Nov 19, 2024 21:10 UTC
Volkmer BartChief Legal Officer
Tax withholdingClass A Common Stock 17,596 $27.67 $486,881.32
Disclosure

SEC source: 0001562180-24-007790 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 298,742

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, 2028. 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, 2024 Filed Nov 19, 2024 21:09 UTC
Cox EricChief Customer Officer
Tax withholdingClass A Common Stock 11,970 $27.67 $331,209.90
Disclosure

SEC source: 0001562180-24-007789 · primarydocument.xml · nonDerivative · entry 1

Cox Eric · CIK 0001973472 · Chief Customer Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 324,201

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 previously reported.

F2 · balance_after: Certain of these securities are restricted stock units. Each 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 November 15, 2027. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock units will be cancelled by the Issuer.

Read SEC document
November 14, 2024 Filed Nov 18, 2024 21:11 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 624,533 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-007740 · primarydocument.xml · derivative · entry 8

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

10b5-1 filing: Plan reported

Ownership: Indirect · See foonote

Disclosed balance after: 68,793,593

Underlying: Class A Common Stock · 624,533 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.

F10 · 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.

F10 · 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.

F10 · 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
November 14, 2024 Filed Nov 18, 2024 21:11 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 624,533 $27.69 $17,295,692.00
Disclosure

SEC source: 0001562180-24-007740 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 5, 2023.

F4 · price: This transaction was executed in multiple trades at prices ranging from $27.22 to $27.94. 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
November 14, 2024 Filed Nov 18, 2024 21:11 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 624,533 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-007740 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 624,533

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: 624,533 shares of Class B Common Stock were converted into 624,533 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
October 29, 2024 Filed Oct 31, 2024 22:31 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 2,500 $25.71 $64,277.00
Disclosure

SEC source: 0001562180-24-007481 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 464,247

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 15, 2024

F2 · price: This transaction was executed in multiple trades at prices ranging from $25.16 to $25.84. 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, 2028. 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 15, 2024 Filed Oct 17, 2024 20:01 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 2,500 $26.18 $65,443.00
Disclosure

SEC source: 0001562180-24-007365 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 466,747

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 15, 2024

F2 · price: This transaction was executed in multiple trades at prices ranging from $25.97 to $26.30. 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, 2028. 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 02, 2024 Filed Oct 3, 2024 20:48 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 97,362 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-007235 · primarydocument.xml · derivative · entry 9

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

10b5-1 filing: Plan reported

Ownership: Indirect · See foonote

Disclosed balance after: 69,418,126

Underlying: Class A Common Stock · 97,362 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.

F10 · 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.

F10 · 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.

F10 · 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
October 02, 2024 Filed Oct 3, 2024 20:48 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 97,362 $25.26 $2,459,159.66
Disclosure

SEC source: 0001562180-24-007235 · primarydocument.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 5, 2023

F6 · price: This transaction was executed in multiple trades at prices ranging from $25.09 to $25.55. 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
October 02, 2024 Filed Oct 3, 2024 20:48 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 97,362 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-007235 · primarydocument.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 97,362

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

F5 · price: 97,362 shares of Class B Common Stock were converted into 97,362 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
October 01, 2024 Filed Oct 2, 2024 20:08 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 10,000 $25.13 $251,345.00
Disclosure

SEC source: 0001562180-24-007133 · primarydocument.xml · nonDerivative · entry 2

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 469,247

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 15, 2024

F4 · price: This transaction was executed in multiple trades at prices ranging from $25.02 to $25.35. 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, 2028. 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.

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October 01, 2024 Filed Oct 3, 2024 20:48 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 351,306 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-007235 · primarydocument.xml · derivative · entry 8

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

10b5-1 filing: Plan reported

Ownership: Indirect · See foonote

Disclosed balance after: 69,515,488

Underlying: Class A Common Stock · 351,306 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.

F10 · 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.

F10 · 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.

F10 · 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.

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October 01, 2024 Filed Oct 3, 2024 20:48 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 351,306 $25.12 $8,826,317.34
Disclosure

SEC source: 0001562180-24-007235 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 5, 2023

F4 · price: This transaction was executed in multiple trades at prices ranging from $25.00 to $25.48. 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 · 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 01, 2024 Filed Oct 3, 2024 20:48 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 351,306 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-007235 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 351,306

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: 351,306 shares of Class B Common Stock were converted into 351,306 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.

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September 30, 2024 Filed Oct 2, 2024 20:08 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 2,500 $25.44 $63,591.00
Disclosure

SEC source: 0001562180-24-007133 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 479,247

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 15, 2024

F2 · price: This transaction was executed in multiple trades at prices ranging from $25.32 to $25.54. 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, 2028. 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.

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September 27, 2024 Filed Sep 30, 2024 20:57 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 132,036 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006988 · primarydocument.xml · derivative · entry 9

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

10b5-1 filing: Plan reported

Ownership: Indirect · See foonote

Disclosed balance after: 69,866,794

Underlying: Class A Common Stock · 132,036 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.

F10 · 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.

F10 · 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.

F10 · 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
September 27, 2024 Filed Sep 30, 2024 20:57 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 132,036 $25.25 $3,334,489.96
Disclosure

SEC source: 0001562180-24-006988 · primarydocument.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 5, 2023

F6 · price: This transaction was executed in multiple trades at prices ranging from $25.00 to $25.44. 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
September 27, 2024 Filed Sep 30, 2024 20:57 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 132,036 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006988 · primarydocument.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 132,036

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

F5 · price: 132,036 shares of Class B Common Stock were converted into 132,036 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
September 26, 2024 Filed Sep 30, 2024 20:57 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 28,012 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006988 · primarydocument.xml · derivative · entry 8

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

10b5-1 filing: Plan reported

Ownership: Indirect · See foonote

Disclosed balance after: 69,998,830

Underlying: Class A Common Stock · 28,012 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.

F10 · 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.

F10 · 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.

F10 · 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
September 26, 2024 Filed Sep 30, 2024 20:57 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 28,012 $25.01 $700,650.15
Disclosure

SEC source: 0001562180-24-006988 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 5, 2023

F4 · price: This transaction was executed in multiple trades at prices ranging from $25.00 to $25.06. 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
September 26, 2024 Filed Sep 30, 2024 20:57 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 28,012 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006988 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 28,012

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: 28,012 shares of Class B Common Stock were converted into 28,012 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
September 25, 2024 Filed Sep 26, 2024 23:27 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 80,030 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006973 · primarydocument.xml · derivative · entry 9

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

10b5-1 filing: Plan reported

Ownership: Indirect · See foonote

Disclosed balance after: 70,026,842

Underlying: Class A Common Stock · 80,030 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.

F10 · 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.

F10 · 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.

F10 · 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
September 25, 2024 Filed Sep 26, 2024 23:27 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 80,030 $25.04 $2,004,015.22
Disclosure

SEC source: 0001562180-24-006973 · primarydocument.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 5, 2023

F6 · price: This transaction was executed in multiple trades at prices ranging from $25.00 to $25.11. 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 Andrew Houston Revocable Trust u/a/d 9/7/2011, for which Reporting Person serves as trustee.

Read SEC document
September 25, 2024 Filed Sep 26, 2024 23:27 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 80,030 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006973 · primarydocument.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 80,030

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

F5 · price: 80,030 shares of Class B Common Stock were converted into 80,030 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
September 24, 2024 Filed Sep 26, 2024 23:27 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 66,064 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006973 · primarydocument.xml · derivative · entry 8

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

10b5-1 filing: Plan reported

Ownership: Indirect · See foonote

Disclosed balance after: 70,106,872

Underlying: Class A Common Stock · 66,064 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.

F10 · 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.

F10 · 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.

F10 · 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
September 24, 2024 Filed Sep 26, 2024 23:27 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 66,064 $25.00 $1,651,606.61
Disclosure

SEC source: 0001562180-24-006973 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 5, 2023

F4 · price: This transaction was executed in multiple trades at prices ranging from $25.00 to $25.005. 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
September 24, 2024 Filed Sep 26, 2024 23:27 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 66,064 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006973 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 66,064

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: 66,064 shares of Class B Common Stock were converted into 66,064 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
September 19, 2024 Filed Sep 23, 2024 21:18 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 3,177 $25.00 $79,425.00
Disclosure

SEC source: 0001562180-24-006912 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 481,747

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 15, 2024

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, 2028. 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 19, 2024 Filed Sep 23, 2024 21:13 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 3,493 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006911 · primarydocument.xml · derivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Indirect · See foonote

Disclosed balance after: 70,172,936

Underlying: Class A Common Stock · 3,493 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.

F8 · 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.

F8 · 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.

F8 · 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
September 19, 2024 Filed Sep 23, 2024 21:13 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 3,493 $25.00 $87,326.75
Disclosure

SEC source: 0001562180-24-006911 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 5, 2023

F4 · price: This transaction was executed in multiple trades at prices ranging from $25.00 to $25.02. 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
September 19, 2024 Filed Sep 23, 2024 21:13 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 3,493 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006911 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 3,493

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: 3,493 shares of Class B Common Stock were converted into 3,493 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
September 17, 2024 Filed Sep 17, 2024 23:18 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 400 $25.00 $10,000.00
Disclosure

SEC source: 0001562180-24-006852 · primarydocument.xml · nonDerivative · entry 3

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 484,924

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 15, 2024

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, 2028. 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 17, 2024 Filed Sep 18, 2024 20:20 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 5,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006860 · primarydocument.xml · derivative · entry 9

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

10b5-1 filing: Plan reported

Ownership: Indirect · See foonote

Disclosed balance after: 70,176,429

Underlying: Class A Common Stock · 5,500 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.

F8 · 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.

F8 · 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.

F8 · 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
September 17, 2024 Filed Sep 18, 2024 20:20 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 5,500 $25.00 $137,500.00
Disclosure

SEC source: 0001562180-24-006860 · primarydocument.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 5, 2023

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
September 17, 2024 Filed Sep 18, 2024 20:20 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 5,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006860 · primarydocument.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 5,500

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.

F4 · price: 5,500 shares of Class B Common Stock were converted into 5,500 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

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