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Nasdaq · USD

DH

Definitive Healthcare Corp.

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1538
SEC CIK
0001861795
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228

Last 12 months

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Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private 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
May 03, 2024 Filed May 7, 2024 20:37 UTC Tax withholdingClass A Common Stock 10,021 $7.03 $70,447.63
Disclosure

SEC source: 0001415889-24-012471 · form4-05072024_080513.xml · nonDerivative · entry 1

Maack Jonathan · CIK 0001947395 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 699,650

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:25 UTC
Krantz Jason RonaldDirector · INTERIM CEO · 10% owner · EXECUTIVE CHAIRMAN
Tax withholdingClass A Common Stock 7,658 $6.97 $53,376.26
Disclosure

SEC source: 0001415889-24-012174 · form4-05032024_040501.xml · nonDerivative · entry 1

Krantz Jason Ronald · CIK 0001879507 · Director · INTERIM CEO · 10% owner · EXECUTIVE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 894,992

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs.

Read SEC document
May 01, 2024 Filed May 3, 2024 16:07 UTC
Moschella WilliamChief Product & Tech Officer
GrantClass A Common Stock 297,686 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-012148 · form4-05032024_080512.xml · nonDerivative · entry 1

Moschella William · CIK 0002017865 · Chief Product & Tech Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 496,912

F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, consisting of (i) 154,356 RSUs and (ii) 143,330 RSUs, in each case vesting over a four-year period, with 25% of the RSUs vesting on February 1, 2025, followed by vesting of 6.25% every three months thereafter over the subsequent three years, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.

Read SEC document
May 01, 2024 Filed May 3, 2024 16:25 UTC
Shamsuddin Kate MarieCHIEF STRATEGY OFFICER
Tax withholdingClass A Common Stock 2,506 $6.97 $17,466.82
Disclosure

SEC source: 0001415889-24-012175 · form4-05032024_040506.xml · nonDerivative · entry 1

Shamsuddin Kate Marie · CIK 0001878756 · CHIEF STRATEGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 322,280

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:25 UTC
Booth Richard DouglasCHIEF FINANCIAL OFFICER
Tax withholdingClass A Common Stock 3,620 $6.97 $25,231.40
Disclosure

SEC source: 0001415889-24-012176 · form4-05032024_040509.xml · nonDerivative · entry 1

Booth Richard Douglas · CIK 0001641054 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 509,797.173

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
March 14, 2024 Filed Mar 18, 2024 20:05 UTC
Krantz Jason RonaldDirector · INTERIM CEO · 10% owner · EXECUTIVE CHAIRMAN
Tax withholdingClass A Common Stock 2,808 $8.09 $22,716.72
Disclosure

SEC source: 0001415889-24-008255 · form4-03182024_040301.xml · nonDerivative · entry 1

Krantz Jason Ronald · CIK 0001879507 · Director · INTERIM CEO · 10% owner · EXECUTIVE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 902,650

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs.

Read SEC document
March 14, 2024 Filed Mar 18, 2024 16:05 UTC
Shamsuddin Kate MarieCHIEF PRODUCT OFFICER
Tax withholdingClass A Common Stock 1,044 $8.09 $8,445.96
Disclosure

SEC source: 0001415889-24-008256 · form4-03182024_040303.xml · nonDerivative · entry 1

Shamsuddin Kate Marie · CIK 0001878756 · CHIEF PRODUCT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 324,786

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
March 14, 2024 Filed Mar 18, 2024 20:05 UTC
Booth Richard DouglasCHIEF FINANCIAL OFFICER
Tax withholdingClass A Common Stock 993 $8.09 $8,033.37
Disclosure

SEC source: 0001415889-24-008257 · form4-03182024_040306.xml · nonDerivative · entry 1

Booth Richard Douglas · CIK 0001641054 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 513,417.173

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
February 16, 2024 Filed Feb 20, 2024 21:06 UTC
Krantz Jason RonaldDirector · INTERIM CEO · 10% owner · EXECUTIVE CHAIRMAN
Tax withholdingClass A Common Stock 5,419 $9.99 $54,135.81
Disclosure

SEC source: 0001415889-24-004340 · form4-02202024_040228.xml · nonDerivative · entry 2

Krantz Jason Ronald · CIK 0001879507 · Director · INTERIM CEO · 10% owner · EXECUTIVE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 905,458

F2 · shares: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs.

Read SEC document
February 14, 2024 Filed Feb 16, 2024 16:15 UTC
Lazorchak CarrieCHIEF REVENUE OFFICER
GrantClass A Common Stock 35,833 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-004114 · form4-02162024_040232.xml · nonDerivative · entry 1

Lazorchak Carrie · CIK 0001992970 · CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 421,528

F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001. The RSUs vest over a four-year period, with 25% of the RSUs vesting on February 1, 2025, followed by quarterly vesting of 6.25% every three months thereafter over the subsequent three years, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.

Read SEC document
February 14, 2024 Filed Feb 16, 2024 16:16 UTC
Shamsuddin Kate MarieCHIEF PRODUCT OFFICER
GrantClass A Common Stock 121,831 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-004115 · form4-02162024_040238.xml · nonDerivative · entry 1

Shamsuddin Kate Marie · CIK 0001878756 · CHIEF PRODUCT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 325,830

F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001. The RSUs vest over a four-year period, with 25% of the RSUs vesting on February 1, 2025, followed by quarterly vesting of 6.25% every three months thereafter over the subsequent three years, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.

Read SEC document
February 14, 2024 Filed Feb 16, 2024 21:15 UTC GrantClass A Common Stock 214,995 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-004112 · form4-02162024_040211.xml · nonDerivative · entry 1

Maack Jonathan · CIK 0001947395 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 709,671

F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001. The RSUs vest over a four-year period, with 25% of the RSUs vesting on February 1, 2025, followed by quarterly vesting of 6.25% every three months thereafter over the subsequent three years, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.

Read SEC document
February 14, 2024 Filed Feb 16, 2024 21:15 UTC
Booth Richard DouglasCHIEF FINANCIAL OFFICER
GrantClass A Common Stock 232,911 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-004113 · form4-02162024_040221.xml · nonDerivative · entry 1

Booth Richard Douglas · CIK 0001641054 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 514,410.173

F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001. The RSUs vest over a four-year period, with 25% of the RSUs vesting on February 1, 2025, followed by quarterly vesting of 6.25% every three months thereafter over the subsequent three years, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.

Read SEC document
February 14, 2024 Filed Feb 20, 2024 21:06 UTC
Krantz Jason RonaldDirector · INTERIM CEO · 10% owner · EXECUTIVE CHAIRMAN
GrantClass A Common Stock 417,752 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-004340 · form4-02202024_040228.xml · nonDerivative · entry 1

Krantz Jason Ronald · CIK 0001879507 · Director · INTERIM CEO · 10% owner · EXECUTIVE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 910,877

F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, including (i) 386,991 RSUs that vest over a four-year period, with 25% of the RSUs vesting on February 1, 2025, followed by quarterly vesting of 6.25% every three months thereafter over the subsequent three years, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date, and (ii) 30,761 RSUs that vest on February 1, 2025, subject to the Reporting Person's continued service with the Issuer through such date.

Read SEC document
February 03, 2024 Filed Feb 6, 2024 21:30 UTC Tax withholdingClass A Common Stock 10,740 $8.61 $92,471.40
Disclosure

SEC source: 0001415889-24-002805 · form4-02062024_040221.xml · nonDerivative · entry 1

Maack Jonathan · CIK 0001947395 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 494,676

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 21:30 UTC
Krantz Jason RonaldDirector · INTERIM CEO · 10% owner · EXECUTIVE CHAIRMAN
Tax withholdingClass A Common Stock 20,069 $8.59 $172,392.71
Disclosure

SEC source: 0001415889-24-002520 · form4-02052024_040202.xml · nonDerivative · entry 1

Krantz Jason Ronald · CIK 0001879507 · Director · INTERIM CEO · 10% owner · EXECUTIVE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 493,125

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 16:30 UTC
Shamsuddin Kate MarieCHIEF PRODUCT OFFICER
Tax withholdingClass A Common Stock 10,121 $8.59 $86,939.39
Disclosure

SEC source: 0001415889-24-002521 · form4-02052024_040206.xml · nonDerivative · entry 1

Shamsuddin Kate Marie · CIK 0001878756 · CHIEF PRODUCT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 203,999

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 21:30 UTC
Booth Richard DouglasCHIEF FINANCIAL OFFICER
Tax withholdingClass A Common Stock 14,301 $8.59 $122,845.59
Disclosure

SEC source: 0001415889-24-002524 · form4-02052024_040210.xml · nonDerivative · entry 1

Booth Richard Douglas · CIK 0001641054 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 281,499.173

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 22:44 UTC
Krantz Jason RonaldDirector · 10% owner · EXECUTIVE CHAIRMAN
Tax withholdingClass A Common Stock 11,756 $9.26 $108,860.56
Disclosure

SEC source: 0001415889-24-001881 · form4-01262024_100114.xml · nonDerivative · entry 2

Krantz Jason Ronald · CIK 0001879507 · Director · 10% owner · EXECUTIVE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 513,194

F2 · kind: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported PSUs.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 22:44 UTC
Krantz Jason RonaldDirector · 10% owner · EXECUTIVE CHAIRMAN
GrantClass A Common Stock 110,846 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-001881 · form4-01262024_100114.xml · nonDerivative · entry 1

Krantz Jason Ronald · CIK 0001879507 · Director · 10% owner · EXECUTIVE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 524,950

F1 · shares: Reflects the number of performance-based restricted stock units ("PSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, earned upon the certification of achievement of certain performance criteria by the Issuer's compensation committee. The PSUs will vest in three substantially equal installments as to 1/3rd on January 24, 2024, 1/3rd on February 1, 2025, and the remaining 1/3rd on February 1, 2026 and will be settled pursuant to the terms of the Issuer's 2021 Equity Incentive Plan (as amended from time to time), in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 17:49 UTC
Shamsuddin Kate MarieCHIEF PRODUCT OFFICER
Tax withholdingClass A Common Stock 3,919 $9.26 $36,289.94
Disclosure

SEC source: 0001415889-24-001883 · form4-01262024_100118.xml · nonDerivative · entry 2

Shamsuddin Kate Marie · CIK 0001878756 · CHIEF PRODUCT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 214,120

F2 · kind: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported PSUs.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 17:49 UTC
Shamsuddin Kate MarieCHIEF PRODUCT OFFICER
GrantClass A Common Stock 33,933 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-001883 · form4-01262024_100118.xml · nonDerivative · entry 1

Shamsuddin Kate Marie · CIK 0001878756 · CHIEF PRODUCT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,039

F1 · shares: Reflects the number of performance-based restricted stock units ("PSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, earned upon the certification of achievement of certain performance criteria by the Issuer's compensation committee. The PSUs will vest in three substantially equal installments as to 1/3rd on January 24, 2024, 1/3rd on February 1, 2025, and the remaining 1/3rd on February 1, 2026 and will be settled pursuant to the terms of the Issuer's 2021 Equity Incentive Plan (as amended from time to time), in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 22:46 UTC
Booth Richard DouglasCHIEF FINANCIAL OFFICER
Tax withholdingClass A Common Stock 5,592 $9.26 $51,781.92
Disclosure

SEC source: 0001415889-24-001882 · form4-01262024_100138.xml · nonDerivative · entry 2

Booth Richard Douglas · CIK 0001641054 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 295,800.173

F2 · kind: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported PSUs.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 22:46 UTC
Booth Richard DouglasCHIEF FINANCIAL OFFICER
GrantClass A Common Stock 49,014 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-001882 · form4-01262024_100138.xml · nonDerivative · entry 1

Booth Richard Douglas · CIK 0001641054 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 301,392.173

F1 · shares: Reflects the number of performance-based restricted stock units ("PSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, earned upon the certification of achievement of certain performance criteria by the Issuer's compensation committee. The PSUs will vest in three substantially equal installments as to 1/3rd on January 24, 2024, 1/3rd on February 1, 2025, and the remaining 1/3rd on February 1, 2026 and will be settled pursuant to the terms of the Issuer's 2021 Equity Incentive Plan (as amended from time to time), in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.

Read SEC document
January 07, 2024 Filed Jan 9, 2024 21:30 UTC
Musslewhite Robert WDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 14,207 $9.00 $127,863.00
Disclosure

SEC source: 0001209191-24-001241 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,201,638

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:30 UTC
Krantz Jason RonaldDirector · 10% owner · Executive Chairman
Tax withholdingClass A common stock 2,649 $9.03 $23,920.47
Disclosure

SEC source: 0001209191-23-058967 · doc4.xml · nonDerivative · entry 1

Krantz Jason Ronald · CIK 0001879507 · Director · 10% owner · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 414,104

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 16:30 UTC
Shamsuddin Kate MarieChief Product Officer
Tax withholdingClass A common stock 1,044 $9.03 $9,427.32
Disclosure

SEC source: 0001209191-23-058965 · doc4.xml · nonDerivative · entry 1

Shamsuddin Kate Marie · CIK 0001878756 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,106

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:30 UTC
Booth Richard DouglasChief Financial Officer
Tax withholdingClass A common stock 993 $9.03 $8,966.79
Disclosure

SEC source: 0001209191-23-058964 · doc4.xml · nonDerivative · entry 1

Booth Richard Douglas · CIK 0001641054 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 252,378.173

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
November 04, 2023 Filed Nov 7, 2023 21:30 UTC
Musslewhite Robert WDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 12,656 $7.27 $92,009.12
Disclosure

SEC source: 0001209191-23-054609 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,215,845

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
November 03, 2023 Filed Nov 7, 2023 21:30 UTC Tax withholdingClass A Common Stock 40,887 $7.27 $297,248.49
Disclosure

SEC source: 0001209191-23-054611 · doc4.xml · nonDerivative · entry 1

Maack Jonathan · CIK 0001947395 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 505,416

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
November 01, 2023 Filed Nov 3, 2023 16:42 UTC
Lazorchak CarrieChief Revenue Officer
GrantClass A Common Stock 385,695 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-054340 · doc4.xml · nonDerivative · entry 1

Lazorchak Carrie · CIK 0001992970 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 385,695

F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001. The RSUs vest over a four-year period, with 25% of the RSUs vesting on November 1, 2024, followed by quarterly vesting of 6.25% every three months thereafter over the subsequent three years, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.

Read SEC document
October 07, 2023 Filed Oct 10, 2023 21:00 UTC
Musslewhite Robert WDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 20,016 $7.20 $144,115.20
Disclosure

SEC source: 0001209191-23-052546 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,228,501

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 20:30 UTC
Krantz Jason RonaldDirector · 10% owner · Executive Chairman
Tax withholdingClass A common stock 2,649 $8.27 $21,907.23
Disclosure

SEC source: 0001209191-23-049767 · doc4.xml · nonDerivative · entry 1

Krantz Jason Ronald · CIK 0001879507 · Director · 10% owner · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 416,753

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 16:30 UTC
Mirisola Joseph GianniChief Revenue Officer
Tax withholdingClass A common stock 1,044 $8.27 $8,633.88
Disclosure

SEC source: 0001209191-23-049765 · doc4.xml · nonDerivative · entry 1

Mirisola Joseph Gianni · CIK 0001879228 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,198

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 16:30 UTC
Shamsuddin Kate MarieChief Product Officer
Tax withholdingClass A common stock 1,044 $8.27 $8,633.88
Disclosure

SEC source: 0001209191-23-049766 · doc4.xml · nonDerivative · entry 1

Shamsuddin Kate Marie · CIK 0001878756 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,150

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 20:30 UTC
Booth Richard DouglasChief Financial Officer
Tax withholdingClass A common stock 993 $8.27 $8,212.11
Disclosure

SEC source: 0001209191-23-049768 · doc4.xml · nonDerivative · entry 1

Booth Richard Douglas · CIK 0001641054 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 253,371.173

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

Read SEC document
September 06, 2023 Filed Sep 8, 2023 21:11 UTC GrantClass A Common Stock 12,496 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-048822 · doc4.xml · nonDerivative · entry 2

Stephenson Scott G · CIK 0001472708 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,454

F2 · shares: Represents RSUs, each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001. All of the RSUs shall vest on the earlier of (i) the first anniversary of the most recent annual meeting of stockholders of the Issuer held on or prior to the Date of Grant, and (ii) immediately prior to the next annual meeting of the Issuer's stockholders following the Date of Grant (the "Vesting Date"), in each case subject to the Reporting Person's continued Service with the Issuer through such Vesting Date.

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September 06, 2023 Filed Sep 8, 2023 21:11 UTC GrantClass A Common Stock 28,958 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-048822 · doc4.xml · nonDerivative · entry 1

Stephenson Scott G · CIK 0001472708 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,958

F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001. All of the RSUs shall vest over a three-year period, where 1/3 of the RSUs shall vest on each anniversary of the Date of Grant (each a "Vesting Date"), in each case subject to the Reporting Person's continued Service with the Issuer through each such Vesting Date.

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August 24, 2023 Filed Aug 24, 2023 19:00 UTC SaleClass A Common Stock 4,202 $9.39 $39,456.78
Disclosure

SEC source: 0000950170-23-044450 · ownership.xml · nonDerivative · entry 5

SEA VII Management, LLC · CIK 0001824265 · Director

SE VII DHC AIV, L.P. · CIK 0001879386 · Director

SE VII DHC AIV Feeder, L.P. · CIK 0001879377 · Director

Spectrum VII Investment Managers' Fund, L.P. · CIK 0001626997 · Director

Spectrum VII Co-Investment Fund, L.P. · CIK 0001822087 · Director

Spectrum Equity Associates VII, L.P. · CIK 0001824228 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 1,441,657

F6 · shares: See Exhibit 99.1 for the text of footnote (6).

F6 · price: See Exhibit 99.1 for the text of footnote (6).

F3 · ownership.nature: See Exhibit 99.1 for the text of footnote (3).

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August 24, 2023 Filed Aug 24, 2023 19:00 UTC SaleClass A Common Stock 2,454 $9.39 $23,043.06
Disclosure

SEC source: 0000950170-23-044450 · ownership.xml · nonDerivative · entry 4

SEA VII Management, LLC · CIK 0001824265 · Director

SE VII DHC AIV, L.P. · CIK 0001879386 · Director

SE VII DHC AIV Feeder, L.P. · CIK 0001879377 · Director

Spectrum VII Investment Managers' Fund, L.P. · CIK 0001626997 · Director

Spectrum VII Co-Investment Fund, L.P. · CIK 0001822087 · Director

Spectrum Equity Associates VII, L.P. · CIK 0001824228 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 1,445,859

F5 · shares: See Exhibit 99.1 for the text of footnote (5).

F5 · price: See Exhibit 99.1 for the text of footnote (5).

F3 · ownership.nature: See Exhibit 99.1 for the text of footnote (3).

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August 23, 2023 Filed Aug 24, 2023 19:00 UTC OtherClass A Common Stock 3,193,344 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-044450 · ownership.xml · nonDerivative · entry 3

SEA VII Management, LLC · CIK 0001824265 · Director

SE VII DHC AIV, L.P. · CIK 0001879386 · Director

SE VII DHC AIV Feeder, L.P. · CIK 0001879377 · Director

Spectrum VII Investment Managers' Fund, L.P. · CIK 0001626997 · Director

Spectrum VII Co-Investment Fund, L.P. · CIK 0001822087 · Director

Spectrum Equity Associates VII, L.P. · CIK 0001824228 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 1,448,313

F4 · kind: See Exhibit 99.1 for the text of footnote (4).

F4 · shares: See Exhibit 99.1 for the text of footnote (4).

F4 · price: See Exhibit 99.1 for the text of footnote (4).

F3 · ownership.nature: See Exhibit 99.1 for the text of footnote (3).

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August 23, 2023 Filed Aug 24, 2023 19:08 UTC OtherClass A Common Stock 21,625 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-044453 · ownership.xml · nonDerivative · entry 1

Haywood Jeffrey Charles · CIK 0001878746 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,934

F1 · kind: Pro rata distribution in kind from SE VII DHC AIV, L.P., of which the Reporting Person is a limited partner.

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August 23, 2023 Filed Aug 24, 2023 23:04 UTC OtherClass A Common Stock 81,069 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-044451 · ownership.xml · nonDerivative · entry 1

Mitchell Christopher · CIK 0001425004 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 226,126

F1 · kind: Pro rata distribution in kind from SE VII DHC AIV, L.P., of which the Reporting Person is a limited partner.

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August 22, 2023 Filed Aug 24, 2023 19:00 UTC ConversionLLC Units of AIDH Topco, LLC · Derivative 2,898,179 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-044450 · ownership.xml · derivative · entry 6

SEA VII Management, LLC · CIK 0001824265 · Director

SE VII DHC AIV, L.P. · CIK 0001879386 · Director

SE VII DHC AIV Feeder, L.P. · CIK 0001879377 · Director

Spectrum VII Investment Managers' Fund, L.P. · CIK 0001626997 · Director

Spectrum VII Co-Investment Fund, L.P. · CIK 0001822087 · Director

Spectrum Equity Associates VII, L.P. · CIK 0001824228 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 13,843,158

Underlying: Class A Common Stock · 2,893,977 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.

F2 · derivative.exercise_price: See Exhibit 99.1 for the text of footnote (2).

F1 · kind: See Exhibit 99.1 for the text of footnote (1).

F2 · kind: See Exhibit 99.1 for the text of footnote (2).

F1 · price: See Exhibit 99.1 for the text of footnote (1).

F2 · price: See Exhibit 99.1 for the text of footnote (2).

F2 · derivative.exercise_date: See Exhibit 99.1 for the text of footnote (2).

F2 · derivative.expiration_date: See Exhibit 99.1 for the text of footnote (2).

F2 · derivative.underlying_shares: See Exhibit 99.1 for the text of footnote (2).

F3 · ownership.nature: See Exhibit 99.1 for the text of footnote (3).

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August 22, 2023 Filed Aug 24, 2023 19:00 UTC ConversionClass A Common Stock 2,898,179 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-044450 · ownership.xml · nonDerivative · entry 2

SEA VII Management, LLC · CIK 0001824265 · Director

SE VII DHC AIV, L.P. · CIK 0001879386 · Director

SE VII DHC AIV Feeder, L.P. · CIK 0001879377 · Director

Spectrum VII Investment Managers' Fund, L.P. · CIK 0001626997 · Director

Spectrum VII Co-Investment Fund, L.P. · CIK 0001822087 · Director

Spectrum Equity Associates VII, L.P. · CIK 0001824228 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 4,641,657

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 · kind: See Exhibit 99.1 for the text of footnote (1).

F2 · kind: See Exhibit 99.1 for the text of footnote (2).

F1 · price: See Exhibit 99.1 for the text of footnote (1).

F2 · price: See Exhibit 99.1 for the text of footnote (2).

F3 · ownership.nature: See Exhibit 99.1 for the text of footnote (3).

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August 22, 2023 Filed Aug 24, 2023 19:00 UTC OtherClass B Common Stock 2,898,179 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-044450 · ownership.xml · nonDerivative · entry 1

SEA VII Management, LLC · CIK 0001824265 · Director

SE VII DHC AIV, L.P. · CIK 0001879386 · Director

SE VII DHC AIV Feeder, L.P. · CIK 0001879377 · Director

Spectrum VII Investment Managers' Fund, L.P. · CIK 0001626997 · Director

Spectrum VII Co-Investment Fund, L.P. · CIK 0001822087 · Director

Spectrum Equity Associates VII, L.P. · CIK 0001824228 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 13,843,158

F1 · kind: See Exhibit 99.1 for the text of footnote (1).

F2 · kind: See Exhibit 99.1 for the text of footnote (2).

F1 · price: See Exhibit 99.1 for the text of footnote (1).

F2 · price: See Exhibit 99.1 for the text of footnote (2).

F3 · ownership.nature: See Exhibit 99.1 for the text of footnote (3).

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August 04, 2023 Filed Aug 8, 2023 20:30 UTC
Musslewhite Robert WDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 12,657 $11.31 $143,150.67
Disclosure

SEC source: 0001209191-23-044996 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,248,517

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

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July 07, 2023 Filed Jul 11, 2023 20:30 UTC
Musslewhite Robert WDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 20,016 $10.67 $213,570.72
Disclosure

SEC source: 0001209191-23-042016 · doc4.xml · nonDerivative · entry 1

Musslewhite Robert W · CIK 0001390194 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,261,174

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

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June 14, 2023 Filed Jun 16, 2023 20:11 UTC
Krantz Jason RonaldDirector · 10% owner · Executive Chairman
Tax withholdingClass A common stock 2,649 $10.59 $28,052.91
Disclosure

SEC source: 0001209191-23-037808 · doc4.xml · nonDerivative · entry 1

Krantz Jason Ronald · CIK 0001879507 · Director · 10% owner · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 419,402

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

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June 14, 2023 Filed Jun 16, 2023 16:15 UTC
Mirisola Joseph GianniChief Revenue Officer
Tax withholdingClass A common stock 1,044 $10.59 $11,055.96
Disclosure

SEC source: 0001209191-23-037823 · doc4.xml · nonDerivative · entry 1

Mirisola Joseph Gianni · CIK 0001879228 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,242

F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units.

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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.