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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
September 05, 2023 Filed Sep 7, 2023 20:00 UTC
Volkmer BartChief Legal Officer
SaleClass A Common Stock 7,088 $27.68 $196,164.65
Disclosure

SEC source: 0001562180-23-006774 · primarydocument.xml · nonDerivative · entry 2

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 312,712

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 6, 2023.

F4 · price: This transaction was executed in multiple trades at prices ranging from $27.48 to $27.89. 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, 2027. 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 05, 2023 Filed Sep 7, 2023 20:00 UTC
Volkmer BartChief Legal Officer
ConversionClass A Common Stock 5,360 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-006774 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 319,800

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: 5,360 shares of Class B Common Stock were converted into 5,360 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, 2027. 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
August 30, 2023 Filed Sep 1, 2023 20:25 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 3,000 $27.71 $83,141.10
Disclosure

SEC source: 0001562180-23-006666 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 511,252

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 8, 2023.

F2 · price: This transaction was executed in multiple trades at prices ranging from $27.52 to $27.99. 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, 2027. 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
August 15, 2023 Filed Aug 17, 2023 20:03 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 3,000 $28.17 $84,495.90
Disclosure

SEC source: 0001562180-23-006402 · primarydocument.xml · nonDerivative · entry 2

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 514,252

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 8, 2023.

F4 · price: This transaction was executed in multiple trades at prices ranging from $27.86 to $28.47. 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 · 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, 2027. 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
August 15, 2023 Filed Aug 17, 2023 20:03 UTC
Regan TimothyChief Financial Officer
Tax withholdingClass A Common Stock 26,492 $28.35 $751,048.20
Disclosure

SEC source: 0001562180-23-006402 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 517,252

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, 2027. 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
August 15, 2023 Filed Aug 17, 2023 20:04 UTC
Volkmer BartChief Legal Officer
Tax withholdingClass A Common Stock 16,867 $28.35 $478,179.45
Disclosure

SEC source: 0001562180-23-006403 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 314,440

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, 2027. 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
August 10, 2023 Filed Aug 14, 2023 20:08 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 75,000 $27.76 $2,081,835.00
Disclosure

SEC source: 0001562180-23-006308 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 543,744

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 8, 2023.

F2 · price: This transaction was executed in multiple trades at prices ranging from $27.41 to $28.05. 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, 2027. 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
August 10, 2023 Filed Aug 14, 2023 20:08 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-006307 · primarydocument.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See foonote

Disclosed balance after: 71,288,073

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
August 10, 2023 Filed Aug 14, 2023 20:08 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 162,500 $27.68 $4,498,796.25
Disclosure

SEC source: 0001562180-23-006307 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

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 prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F4 · price: This transaction was executed in multiple trades at prices ranging from $27.41 to $28.05. 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
August 10, 2023 Filed Aug 14, 2023 20:08 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-006307 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

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: 162,500 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
July 25, 2023 Filed Jul 27, 2023 20:15 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 2,585 $26.84 $69,376.23
Disclosure

SEC source: 0001562180-23-006028 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 618,744

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F2 · price: This transaction was executed in multiple trades at prices ranging from $26.68 to $26.99. 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, 2027. 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
July 18, 2023 Filed Jul 20, 2023 20:42 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 3,231 $28.00 $90,468.00
Disclosure

SEC source: 0001562180-23-005987 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 621,329

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

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, 2027. 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
July 11, 2023 Filed Jul 13, 2023 20:04 UTC
Volkmer BartChief Legal Officer
SaleClass A Common Stock 10,000 $27.55 $275,486.00
Disclosure

SEC source: 0001562180-23-005887 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 331,307

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c)

F2 · price: This transaction was executed in multiple trades at prices ranging from $27.30 to $27.74. 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, 2027. 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
July 05, 2023 Filed Jul 7, 2023 20:10 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005821 · primarydocument.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See foonote

Disclosed balance after: 71,450,573

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
July 05, 2023 Filed Jul 7, 2023 20:10 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 162,500 $26.51 $4,308,638.75
Disclosure

SEC source: 0001562180-23-005821 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

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 prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F4 · price: This transaction was executed in multiple trades at prices ranging from $26.29 to $26.63. 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
July 05, 2023 Filed Jul 7, 2023 20:10 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005821 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

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: 162,500 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
July 03, 2023 Filed Jul 6, 2023 20:23 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 4,308 $26.64 $114,765.12
Disclosure

SEC source: 0001562180-23-005769 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 624,560

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

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, 2027. 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
June 26, 2023 Filed Jun 28, 2023 20:24 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 2,585 $26.03 $67,275.66
Disclosure

SEC source: 0001562180-23-005524 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 628,868

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F2 · price: This transaction was executed in multiple trades at prices ranging from $25.81 to $26.31. 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, 2027. 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
June 21, 2023 Filed Jun 23, 2023 20:04 UTC SaleClass A Common Stock 4,667 $25.83 $120,553.74
Disclosure

SEC source: 0001562180-23-005488 · primarydocument.xml · nonDerivative · entry 1

Peacock Karen · CIK 0001786299 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,374

F1 · shares: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F2 · price: This transaction was executed in multiple trades at prices ranging from $25.66 to $26.20. 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 18, 2024 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
June 21, 2023 Filed Jun 23, 2023 20:03 UTC SaleClass A Common Stock 6,148 $25.84 $158,841.57
Disclosure

SEC source: 0001562180-23-005487 · primarydocument.xml · nonDerivative · entry 1

Campbell Lisa M · CIK 0001775679 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,542

F1 · shares: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F2 · price: This transaction was executed in multiple trades at prices ranging from $25.66 to $26.21. 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 18, 2024 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
June 14, 2023 Filed Jun 16, 2023 20:24 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 2,369 $25.00 $59,225.00
Disclosure

SEC source: 0001562180-23-005275 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 631,453

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

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, 2027. 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
June 14, 2023 Filed Jun 16, 2023 20:36 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 515,226 $25.04 $12,902,289.49
Disclosure

SEC source: 0001562180-23-005276 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,266,666

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F2 · price: This transaction was executed in multiple trades at prices ranging from $25.00 to $25.15. 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.

F3 · 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
June 09, 2023 Filed Jun 13, 2023 20:08 UTC
Volkmer BartChief Legal Officer
SaleClass A Common Stock 10,113 $23.96 $242,318.60
Disclosure

SEC source: 0001562180-23-005104 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 341,307

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c)

F2 · price: This transaction was executed in multiple trades at prices ranging from $23.67 to $24.23. 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, 2027. 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
June 05, 2023 Filed Jun 7, 2023 20:09 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004923 · primarydocument.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See foonote

Disclosed balance after: 71,613,073

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
June 05, 2023 Filed Jun 7, 2023 20:09 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 162,500 $23.92 $3,886,756.25
Disclosure

SEC source: 0001562180-23-004923 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

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 prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F4 · price: This transaction was executed in multiple trades at prices ranging from $23.63 to $24.11. 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
June 05, 2023 Filed Jun 7, 2023 20:09 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004923 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

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: 162,500 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
May 25, 2023 Filed May 30, 2023 20:16 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 2,585 $22.10 $57,128.50
Disclosure

SEC source: 0001562180-23-004574 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 633,822

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

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, 2027. 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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May 18, 2023 Filed May 22, 2023 20:05 UTC
MATHEW SARADirector
GrantClass A Common Stock 11,077 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004371 · primarydocument.xml · nonDerivative · entry 1

MATHEW SARA · CIK 0001192748 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,954

F1 · shares: 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. The restricted stock units vest in full on the earlier of May 18, 2024 or the day prior to the date of the Issuer's next annual meeting of stockholders.

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 May 18, 2024 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.

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May 18, 2023 Filed May 22, 2023 20:05 UTC GrantClass A Common Stock 11,077 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004370 · primarydocument.xml · nonDerivative · entry 1

Seibel Michael · CIK 0001835628 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,341

F1 · shares: 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. The restricted stock units vest in full on the earlier of May 18, 2024 or the day prior to the date of the Issuer's next annual meeting of stockholders.

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 May 18, 2024 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
May 18, 2023 Filed May 22, 2023 20:05 UTC GrantClass A Common Stock 11,077 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004369 · primarydocument.xml · nonDerivative · entry 1

Peacock Karen · CIK 0001786299 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,041

F1 · shares: 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. The restricted stock units vest in full on the earlier of May 18, 2024 or the day prior to the date of the Issuer's next annual meeting of stockholders.

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 May 18, 2024 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
May 18, 2023 Filed May 22, 2023 20:05 UTC GrantClass A Common Stock 11,077 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004368 · primarydocument.xml · nonDerivative · entry 1

JACOBS PAUL E · CIK 0001191310 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,923

F1 · shares: 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. The restricted stock units vest in full on the earlier of May 18, 2024 or the day prior to the date of the Issuer's next annual meeting of stockholders.

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 May 18, 2024 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
May 18, 2023 Filed May 22, 2023 20:04 UTC GrantClass A Common Stock 11,077 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004366 · primarydocument.xml · nonDerivative · entry 1

BLAIR DONALD W · CIK 0001237789 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,637

F1 · shares: 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. The restricted stock units vest in full on the earlier of May 18, 2024 or the day prior to the date of the Issuer's next annual meeting of stockholders.

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 May 18, 2024 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
May 18, 2023 Filed May 22, 2023 20:05 UTC GrantClass A Common Stock 11,077 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004367 · primarydocument.xml · nonDerivative · entry 1

Campbell Lisa M · CIK 0001775679 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,690

F1 · shares: 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. The restricted stock units vest in full on the earlier of May 18, 2024 or the day prior to the date of the Issuer's next annual meeting of stockholders.

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 May 18, 2024 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
May 18, 2023 Filed May 22, 2023 20:04 UTC GrantClass A Common Stock 11,077 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004365 · primarydocument.xml · nonDerivative · entry 1

Parasnis Abhay · CIK 0001647550 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,165

F1 · shares: 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. The restricted stock units vest in full on the earlier of May 18, 2024 or the day prior to the date of the Issuer's next annual meeting of stockholders.

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 May 18, 2024 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
May 16, 2023 Filed May 17, 2023 20:05 UTC
Volkmer BartChief Legal Officer
SaleClass A Common Stock 10,550 $22.04 $232,571.59
Disclosure

SEC source: 0001562180-23-004206 · primarydocument.xml · nonDerivative · entry 2

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 351,420

F3 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c)

F4 · price: This transaction was executed in multiple trades at prices ranging from $21.72 to $22.40. 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, 2027. 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
May 15, 2023 Filed May 17, 2023 20:06 UTC
Regan TimothyChief Financial Officer
Tax withholdingClass A Common Stock 26,491 $22.02 $583,331.82
Disclosure

SEC source: 0001562180-23-004207 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 636,407

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, 2027. 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
May 15, 2023 Filed May 17, 2023 20:05 UTC
Volkmer BartChief Legal Officer
Tax withholdingClass A Common Stock 16,828 $22.02 $370,552.56
Disclosure

SEC source: 0001562180-23-004206 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 361,970

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, 2027. 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
May 11, 2023 Filed May 15, 2023 20:01 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004121 · primarydocument.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See foonote

Disclosed balance after: 71,775,573

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
May 11, 2023 Filed May 15, 2023 20:01 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 162,500 $21.65 $3,518,905.00
Disclosure

SEC source: 0001562180-23-004121 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

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, entered into prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F4 · price: This transaction was executed in multiple trades at prices ranging from $21.54 to $21.78. 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
May 11, 2023 Filed May 15, 2023 20:01 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004121 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

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: 162,500 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
April 25, 2023 Filed Apr 27, 2023 20:05 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 1,939 $21.40 $41,494.60
Disclosure

SEC source: 0001562180-23-003691 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 662,898

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

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, 2027. 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
April 14, 2023 Filed Apr 18, 2023 20:02 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 1,723 $22.00 $37,906.00
Disclosure

SEC source: 0001562180-23-003600 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 664,837

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

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, 2027. 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
April 10, 2023 Filed Apr 12, 2023 20:32 UTC
Volkmer BartChief Legal Officer
SaleClass A Common Stock 10,000 $21.01 $210,130.00
Disclosure

SEC source: 0001562180-23-003522 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 378,798

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person, entered into prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c)

F2 · price: This transaction was executed in multiple trades at prices ranging from $20.87 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.

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, 2027. 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
April 04, 2023 Filed Apr 6, 2023 20:14 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-003472 · primarydocument.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See foonote

Disclosed balance after: 71,938,073

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
April 04, 2023 Filed Apr 6, 2023 20:14 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 162,500 $21.31 $3,463,362.50
Disclosure

SEC source: 0001562180-23-003472 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

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, entered into prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F4 · price: This transaction was executed in multiple trades at prices ranging from $21.22 to $21.47. 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
April 04, 2023 Filed Apr 6, 2023 20:14 UTC
Houston AndrewDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 162,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-003472 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

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
April 01, 2023 Filed Apr 4, 2023 22:04 UTC
Regan TimothyChief Financial Officer
GrantClass A Common Stock 220,222 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-003400 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 666,560

F1 · shares: 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. The restricted stock units vest as to 1/16th of the shares on May 15, 2023 and each three-month anniversary thereafter through February 15, 2027.

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, 2027. 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
April 01, 2023 Filed Apr 4, 2023 22:07 UTC
Volkmer BartChief Legal Officer
GrantClass A Common Stock 159,049 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-003401 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 388,798

F1 · shares: 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. The restricted stock units vest as to 1/16th of the shares on May 15, 2023 and each three-month anniversary thereafter through February 15, 2027.

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, 2027. 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
March 27, 2023 Filed Mar 29, 2023 20:39 UTC
Regan TimothyChief Financial Officer
SaleClass A Common Stock 2,369 $21.21 $50,246.49
Disclosure

SEC source: 0001562180-23-003166 · primarydocument.xml · nonDerivative · entry 1

Regan Timothy · CIK 0001734440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 446,338

F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person, entered into prior to the effectiveness of the revised requirements of Rule 10b5-1(c). In compliance with SEC guidance, the Reporting Person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

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.

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March 13, 2023 Filed Mar 16, 2023 13:33 UTC
Volkmer BartChief Legal Officer
SaleClass A Common Stock 11,506 $19.06 $219,291.70
Disclosure

SEC source: 0001562180-23-002817 · primarydocument.xml · nonDerivative · entry 1

Volkmer Bart · CIK 0001734437 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 229,749

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 $18.75 to $19.27. 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.

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