Tapewire

NYSE · USD

DOCS

Doximity, Inc.

Export transactions ↓
Tapewire entity
1570
SEC CIK
0001516513
Parsed reports
225

Last 12 months

Inside the activity.

0 purchase rows · 20 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202501
Jan 202601
Feb 202602
Mar 202602
Apr 202601
May 202602
Jun 202601
Jul 202601
Aug 202603
Sep 202603
Oct 202601

Latest available

Insider transactions

JSON API
Reset

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
April 01, 2024 Filed Apr 2, 2024 20:09 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 2,500 $0.00 Strike: $1.54 $0.00
Disclosure

SEC source: 0001516513-24-000016 · wk-form4_1712088550.xml · derivative · entry 3

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 507,200

Underlying: Class B Common Stock · 2,500 shares

Expires 2030-06-09

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.

F3 · derivative.exercise_date: The stock option vests in 36 equal monthly installments after March 27, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on June 10, 2020.

F4 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
April 01, 2024 Filed Apr 2, 2024 20:09 UTC SaleClass A Common Stock 2,500 $26.97 $67,425.00
Disclosure

SEC source: 0001516513-24-000016 · wk-form4_1712088550.xml · nonDerivative · entry 2

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,258

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 24, 2023.

Read SEC document
April 01, 2024 Filed Apr 2, 2024 20:09 UTC ConversionClass A Common Stock 2,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-24-000016 · wk-form4_1712088550.xml · nonDerivative · entry 1

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,758

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: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

F1 · price: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

Read SEC document
March 01, 2024 Filed Mar 4, 2024 21:03 UTC ConversionClass B Common Stock · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001516513-24-000014 · wk-form4_1709586093.xml · derivative · entry 5

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,500 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F1 · kind: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
March 01, 2024 Filed Mar 4, 2024 21:03 UTC Exercise / conversionClass B Common Stock · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001516513-24-000014 · wk-form4_1709586093.xml · derivative · entry 4

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,500

Underlying: Class A Common Stock · 2,500 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
March 01, 2024 Filed Mar 4, 2024 21:03 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 2,500 $0.00 Strike: $1.54 $0.00
Disclosure

SEC source: 0001516513-24-000014 · wk-form4_1709586093.xml · derivative · entry 3

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 509,700

Underlying: Class B Common Stock · 2,500 shares

Expires 2030-06-09

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.

F3 · derivative.exercise_date: The stock option vests in 36 equal monthly installments after March 27, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on June 10, 2020.

F4 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
March 01, 2024 Filed Mar 4, 2024 21:03 UTC SaleClass A Common Stock 2,500 $27.88 $69,700.00
Disclosure

SEC source: 0001516513-24-000014 · wk-form4_1709586093.xml · nonDerivative · entry 2

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,258

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 24, 2023.

Read SEC document
March 01, 2024 Filed Mar 4, 2024 21:03 UTC ConversionClass A Common Stock 2,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-24-000014 · wk-form4_1709586093.xml · nonDerivative · entry 1

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,758

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: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

F1 · price: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 16:00 UTC ConversionClass B Common Stock · Derivative 1,928,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019340 · ownership.xml · derivative · entry 4

EMERGENCE CAPITAL PARTNERS II LP · CIK 0001401366 · 10% owner

EMERGENCE EQUITY PARTNERS II, L.P. · CIK 0001589107 · 10% owner

EMERGENCE GP PARTNERS, LLC · CIK 0001589115 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emergence Capital Partners II, L.P.

Disclosed balance after: 12,534,728

Underlying: Class A Common Stock · 1,928,000 shares

Expires not disclosed

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

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder, and has no expiration. Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the holder; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the IPO; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F1 · kind: On February 21, 2024, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 1,928,000 shares of the Issuer's Class B Common Stock into 1,928,000 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 1,928,000 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (413,313 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder, and has no expiration. Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the holder; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the IPO; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder, and has no expiration. Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the holder; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the IPO; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F2 · ownership.nature: These shares are held directly by ECP II. The sole general partner of ECP II is EEP II, and the sole general partner of EEP II is Emergence GP Partners, LLC ("EGP"). Each of EEP II and EGP disclaims Section 16 beneficial ownership of the shares held by ECP II, except to the extent, if any, of its pecuniary interest therein, and this report shall not be deemed an admission that it is the beneficial owner of such shares for Section 16 or any other purpose.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 16:00 UTC OtherClass A Common Stock 1,928,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019340 · ownership.xml · nonDerivative · entry 2

EMERGENCE CAPITAL PARTNERS II LP · CIK 0001401366 · 10% owner

EMERGENCE EQUITY PARTNERS II, L.P. · CIK 0001589107 · 10% owner

EMERGENCE GP PARTNERS, LLC · CIK 0001589115 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emergence Capital Partners II, L.P.

Disclosed balance after: 0

F1 · kind: On February 21, 2024, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 1,928,000 shares of the Issuer's Class B Common Stock into 1,928,000 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 1,928,000 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (413,313 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · price: On February 21, 2024, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 1,928,000 shares of the Issuer's Class B Common Stock into 1,928,000 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 1,928,000 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (413,313 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: These shares are held directly by ECP II. The sole general partner of ECP II is EEP II, and the sole general partner of EEP II is Emergence GP Partners, LLC ("EGP"). Each of EEP II and EGP disclaims Section 16 beneficial ownership of the shares held by ECP II, except to the extent, if any, of its pecuniary interest therein, and this report shall not be deemed an admission that it is the beneficial owner of such shares for Section 16 or any other purpose.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 16:00 UTC ConversionClass A Common Stock 1,928,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019340 · ownership.xml · nonDerivative · entry 1

EMERGENCE CAPITAL PARTNERS II LP · CIK 0001401366 · 10% owner

EMERGENCE EQUITY PARTNERS II, L.P. · CIK 0001589107 · 10% owner

EMERGENCE GP PARTNERS, LLC · CIK 0001589115 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emergence Capital Partners II, L.P.

Disclosed balance after: 1,928,000

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

F1 · kind: On February 21, 2024, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 1,928,000 shares of the Issuer's Class B Common Stock into 1,928,000 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 1,928,000 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (413,313 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · price: On February 21, 2024, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 1,928,000 shares of the Issuer's Class B Common Stock into 1,928,000 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 1,928,000 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (413,313 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: These shares are held directly by ECP II. The sole general partner of ECP II is EEP II, and the sole general partner of EEP II is Emergence GP Partners, LLC ("EGP"). Each of EEP II and EGP disclaims Section 16 beneficial ownership of the shares held by ECP II, except to the extent, if any, of its pecuniary interest therein, and this report shall not be deemed an admission that it is the beneficial owner of such shares for Section 16 or any other purpose.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 21:00 UTC
Spain KevinDirector
ConversionClass B Common Stock · Derivative 1,928,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019337 · ownership.xml · derivative · entry 6

Spain Kevin · CIK 0001586891 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emergence Capital Partners II, L.P.

Disclosed balance after: 12,534,728

Underlying: Class A Common Stock · 1,928,000 shares

Expires not disclosed

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

F6 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder, and has no expiration. Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the holder; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the IPO; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F1 · kind: On February 21, 2024, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 1,928,000 shares of the Issuer's Class B Common Stock into 1,928,000 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 1,928,000 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (413,313 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F6 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder, and has no expiration. Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the holder; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the IPO; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F6 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder, and has no expiration. Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the holder; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the IPO; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F2 · ownership.nature: These shares are held directly by ECP II. The sole general partner of ECP II is EEP II, and the sole general partner of EEP II is Emergence GP Partners, LLC ("EGP"). The Reporting Person is a member of EEP II. The Reporting Person disclaims Section 16 beneficial ownership of the shares held by ECP II, except to the extent, if any, of his pecuniary interest therein, and this report shall not be deemed an admission that he is the beneficial owner of such shares for Section 16 or any other purpose.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 21:00 UTC
Spain KevinDirector
OtherClass A Common Stock 1,928,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019337 · ownership.xml · nonDerivative · entry 2

Spain Kevin · CIK 0001586891 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emergence Capital Partners II, L.P.

Disclosed balance after: 0

F1 · kind: On February 21, 2024, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 1,928,000 shares of the Issuer's Class B Common Stock into 1,928,000 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 1,928,000 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (413,313 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · price: On February 21, 2024, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 1,928,000 shares of the Issuer's Class B Common Stock into 1,928,000 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 1,928,000 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (413,313 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: These shares are held directly by ECP II. The sole general partner of ECP II is EEP II, and the sole general partner of EEP II is Emergence GP Partners, LLC ("EGP"). The Reporting Person is a member of EEP II. The Reporting Person disclaims Section 16 beneficial ownership of the shares held by ECP II, except to the extent, if any, of his pecuniary interest therein, and this report shall not be deemed an admission that he is the beneficial owner of such shares for Section 16 or any other purpose.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 21:00 UTC
Spain KevinDirector
ConversionClass A Common Stock 1,928,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019337 · ownership.xml · nonDerivative · entry 1

Spain Kevin · CIK 0001586891 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emergence Capital Partners II, L.P.

Disclosed balance after: 1,928,000

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

F1 · kind: On February 21, 2024, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 1,928,000 shares of the Issuer's Class B Common Stock into 1,928,000 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 1,928,000 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (413,313 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · price: On February 21, 2024, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 1,928,000 shares of the Issuer's Class B Common Stock into 1,928,000 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 1,928,000 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (413,313 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: These shares are held directly by ECP II. The sole general partner of ECP II is EEP II, and the sole general partner of EEP II is Emergence GP Partners, LLC ("EGP"). The Reporting Person is a member of EEP II. The Reporting Person disclaims Section 16 beneficial ownership of the shares held by ECP II, except to the extent, if any, of his pecuniary interest therein, and this report shall not be deemed an admission that he is the beneficial owner of such shares for Section 16 or any other purpose.

Read SEC document
February 16, 2024 Filed Feb 16, 2024 21:11 UTC
Overpeck CraigSee Remarks
SaleClass A Common Stock 1,500 $30.02 $45,030.00
Disclosure

SEC source: 0001516513-24-000012 · wk-form4_1708117882.xml · nonDerivative · entry 2

Overpeck Craig · CIK 0001976331 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 112,971

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 26, 2023.

Read SEC document
February 15, 2024 Filed Feb 16, 2024 21:05 UTC
Bryson AnnaChief Financial Officer
GrantClass A Common Stock 104,091 $0.00 $0.00
Disclosure

SEC source: 0001516513-24-000011 · wk-form4_1708117505.xml · nonDerivative · entry 1

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 243,854

F1 · shares: These shares represent restricted stock units (each, an "RSU") granted on February 15, 2024, which vest in equal quarterly installments over eight quarters beginning on May 15, 2024, subject to the Reporting Person's continued service to the Issuer through each applicable vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

Read SEC document
February 15, 2024 Filed Feb 16, 2024 21:11 UTC
Overpeck CraigSee Remarks
Tax withholdingClass A Common Stock 1,999 $29.40 $58,770.60
Disclosure

SEC source: 0001516513-24-000012 · wk-form4_1708117882.xml · nonDerivative · entry 1

Overpeck Craig · CIK 0001976331 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 114,471

F1 · shares: Represents shares of Class A Common Stock withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person.

Read SEC document
February 01, 2024 Filed Feb 2, 2024 21:03 UTC ConversionClass B Common Stock · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001516513-24-000003 · wk-form4_1706907778.xml · derivative · entry 5

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,500 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F1 · kind: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
February 01, 2024 Filed Feb 2, 2024 21:03 UTC Exercise / conversionClass B Common Stock · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001516513-24-000003 · wk-form4_1706907778.xml · derivative · entry 4

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,500

Underlying: Class A Common Stock · 2,500 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
February 01, 2024 Filed Feb 2, 2024 21:03 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 2,500 $0.00 Strike: $1.54 $0.00
Disclosure

SEC source: 0001516513-24-000003 · wk-form4_1706907778.xml · derivative · entry 3

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 512,200

Underlying: Class B Common Stock · 2,500 shares

Expires 2030-06-09

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.

F3 · derivative.exercise_date: The stock option vests in 36 equal monthly installments after March 27, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on June 10, 2020.

F4 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
February 01, 2024 Filed Feb 2, 2024 21:03 UTC SaleClass A Common Stock 2,500 $27.05 $67,625.00
Disclosure

SEC source: 0001516513-24-000003 · wk-form4_1706907778.xml · nonDerivative · entry 2

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,258

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 24, 2023.

Read SEC document
February 01, 2024 Filed Feb 2, 2024 21:03 UTC ConversionClass A Common Stock 2,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-24-000003 · wk-form4_1706907778.xml · nonDerivative · entry 1

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,758

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: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

F1 · price: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 21:26 UTC ConversionClass B Common Stock · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-24-000001 · wk-form4_1704317191.xml · derivative · entry 5

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 5,000 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F1 · kind: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 21:26 UTC Exercise / conversionClass B Common Stock · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-24-000001 · wk-form4_1704317191.xml · derivative · entry 4

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Class A Common Stock · 5,000 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 21:26 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $1.54 $0.00
Disclosure

SEC source: 0001516513-24-000001 · wk-form4_1704317191.xml · derivative · entry 3

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 514,700

Underlying: Class B Common Stock · 5,000 shares

Expires 2030-06-09

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

F4 · derivative.exercise_date: The stock option vests in 36 equal monthly installments after March 27, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on June 10, 2020.

F5 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 21:26 UTC SaleClass A Common Stock 5,000 $28.27 $141,330.50
Disclosure

SEC source: 0001516513-24-000001 · wk-form4_1704317191.xml · nonDerivative · entry 2

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,258

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 24, 2023.

F3 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $28.1600 to $28.3900 per share, inclusive. The Reporting Person undertakes to provide the Issuer, a security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 21:26 UTC ConversionClass A Common Stock 5,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-24-000001 · wk-form4_1704317191.xml · nonDerivative · entry 1

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,258

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: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

F1 · price: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

Read SEC document
December 15, 2023 Filed Dec 18, 2023 21:12 UTC ConversionClass B Common Stock · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001516513-23-000094 · wk-form4_1702933966.xml · derivative · entry 10

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,500 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F1 · kind: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
December 15, 2023 Filed Dec 18, 2023 21:12 UTC Exercise / conversionClass B Common Stock · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001516513-23-000094 · wk-form4_1702933966.xml · derivative · entry 9

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,500

Underlying: Class A Common Stock · 2,500 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
December 15, 2023 Filed Dec 18, 2023 21:12 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 2,500 $0.00 Strike: $1.54 $0.00
Disclosure

SEC source: 0001516513-23-000094 · wk-form4_1702933966.xml · derivative · entry 8

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 519,700

Underlying: Class B Common Stock · 2,500 shares

Expires 2030-06-09

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.

F3 · derivative.exercise_date: The stock option vests in 36 equal monthly installments after March 27, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on June 10, 2020.

F4 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
December 15, 2023 Filed Dec 18, 2023 21:12 UTC SaleClass A Common Stock 2,500 $26.65 $66,625.00
Disclosure

SEC source: 0001516513-23-000094 · wk-form4_1702933966.xml · nonDerivative · entry 4

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,258

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 24, 2023.

Read SEC document
December 15, 2023 Filed Dec 18, 2023 21:12 UTC ConversionClass A Common Stock 2,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-23-000094 · wk-form4_1702933966.xml · nonDerivative · entry 3

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,758

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: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

F1 · price: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:12 UTC ConversionClass B Common Stock · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001516513-23-000094 · wk-form4_1702933966.xml · derivative · entry 7

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,500 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F1 · kind: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:12 UTC Exercise / conversionClass B Common Stock · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001516513-23-000094 · wk-form4_1702933966.xml · derivative · entry 6

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,500

Underlying: Class A Common Stock · 2,500 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:12 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 2,500 $0.00 Strike: $1.54 $0.00
Disclosure

SEC source: 0001516513-23-000094 · wk-form4_1702933966.xml · derivative · entry 5

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 522,200

Underlying: Class B Common Stock · 2,500 shares

Expires 2030-06-09

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.

F3 · derivative.exercise_date: The stock option vests in 36 equal monthly installments after March 27, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on June 10, 2020.

F4 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:12 UTC SaleClass A Common Stock 2,500 $26.00 $65,000.00
Disclosure

SEC source: 0001516513-23-000094 · wk-form4_1702933966.xml · nonDerivative · entry 2

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,258

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 24, 2023.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:12 UTC ConversionClass A Common Stock 2,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-23-000094 · wk-form4_1702933966.xml · nonDerivative · entry 1

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,758

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: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

F1 · price: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 22:06 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 1,900,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-23-000092 · wk-form4_1701381990.xml · derivative · entry 2

Tangney Jeffrey · CIK 0001863328 · Director · Chief Executive Officer · 10% owner

Tangney Schweikert Family Trust · CIK 0001868242 · 10% owner

Tangney Annuity Trust, LLC · CIK 0001867907 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,271,666

Underlying: Class A Common Stock · 1,900,000 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F1 · kind: This Form 4 is being filed to reflect the conversion of certain shares of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), into shares of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder. Each share of Class B Common Stock converted into one share of Class A Common Stock.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F2 · ownership.direct: These shares are owned directly by Jeffrey Tangney.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 22:06 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 1,900,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-23-000092 · wk-form4_1701381990.xml · nonDerivative · entry 1

Tangney Jeffrey · CIK 0001863328 · Director · Chief Executive Officer · 10% owner

Tangney Schweikert Family Trust · CIK 0001868242 · 10% owner

Tangney Annuity Trust, LLC · CIK 0001867907 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,299,350

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: This Form 4 is being filed to reflect the conversion of certain shares of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), into shares of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder. Each share of Class B Common Stock converted into one share of Class A Common Stock.

F1 · price: This Form 4 is being filed to reflect the conversion of certain shares of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), into shares of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder. Each share of Class B Common Stock converted into one share of Class A Common Stock.

F2 · ownership.direct: These shares are owned directly by Jeffrey Tangney.

Read SEC document
November 24, 2023 Filed Nov 28, 2023 21:06 UTC ConversionClass B Common Stock · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001516513-23-000088 · wk-form4_1701205595.xml · derivative · entry 5

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,500 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F1 · kind: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
November 24, 2023 Filed Nov 28, 2023 21:06 UTC Exercise / conversionClass B Common Stock · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001516513-23-000088 · wk-form4_1701205595.xml · derivative · entry 4

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,500

Underlying: Class A Common Stock · 2,500 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
November 24, 2023 Filed Nov 28, 2023 21:06 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 2,500 $0.00 Strike: $1.54 $0.00
Disclosure

SEC source: 0001516513-23-000088 · wk-form4_1701205595.xml · derivative · entry 3

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 524,700

Underlying: Class B Common Stock · 2,500 shares

Expires 2030-06-09

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.

F3 · derivative.exercise_date: The stock option vests in 36 equal monthly installments after March 27, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on June 10, 2020.

F4 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
November 24, 2023 Filed Nov 28, 2023 21:06 UTC SaleClass A Common Stock 2,500 $24.41 $61,025.00
Disclosure

SEC source: 0001516513-23-000088 · wk-form4_1701205595.xml · nonDerivative · entry 2

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,258

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 24, 2023.

Read SEC document
November 24, 2023 Filed Nov 28, 2023 21:06 UTC ConversionClass A Common Stock 2,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-23-000088 · wk-form4_1701205595.xml · nonDerivative · entry 1

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,758

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: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

F1 · price: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), converted into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at the option of the holder.

Read SEC document
November 17, 2023 Filed Nov 21, 2023 21:15 UTC
Spain KevinDirector
OtherClass A Common Stock 4,714 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-065500 · ownership.xml · nonDerivative · entry 1

Spain Kevin · CIK 0001586891 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emergence Equity Partners II, L.P.

Disclosed balance after: 0

F1 · kind: On November 17, 2023, the Reporting Person transferred, for no consideration, 4,714 shares of Class A Common Stock pro-rata to Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemption under Rule 16a-13 of the Securities Exchange Act of 1934, as amended. The Reporting Person is a member of EEP II, and is contractually obligated to transfer and/or remit the proceeds of any sale of shares issued upon vesting of restricted stock units to EEP II. EEP II then immediately distributed in-kind, without consideration, all 4,714 shares of Class A Common Stock pro-rata to its partners, in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · shares: On November 17, 2023, the Reporting Person transferred, for no consideration, 4,714 shares of Class A Common Stock pro-rata to Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemption under Rule 16a-13 of the Securities Exchange Act of 1934, as amended. The Reporting Person is a member of EEP II, and is contractually obligated to transfer and/or remit the proceeds of any sale of shares issued upon vesting of restricted stock units to EEP II. EEP II then immediately distributed in-kind, without consideration, all 4,714 shares of Class A Common Stock pro-rata to its partners, in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · price: On November 17, 2023, the Reporting Person transferred, for no consideration, 4,714 shares of Class A Common Stock pro-rata to Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemption under Rule 16a-13 of the Securities Exchange Act of 1934, as amended. The Reporting Person is a member of EEP II, and is contractually obligated to transfer and/or remit the proceeds of any sale of shares issued upon vesting of restricted stock units to EEP II. EEP II then immediately distributed in-kind, without consideration, all 4,714 shares of Class A Common Stock pro-rata to its partners, in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: These shares are held by EEP II. The sole general partner of EEP II is Emergence GP Partners, LLC ("EGP"). The Reporting Person is a member of EEP II. The Reporting Person disclaims Section 16 beneficial ownership of the shares held by EEP II, except to the extent, if any, of his pecuniary interest therein, and this report shall not be deemed an admission that he is the beneficial owner of such shares for Section 16 or any other purpose.

Read SEC document
November 17, 2023 Filed Nov 21, 2023 21:15 UTC OtherClass A Common Stock 4,714 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-065499 · ownership.xml · nonDerivative · entry 1

EMERGENCE EQUITY PARTNERS II, L.P. · CIK 0001589107 · 10% owner

EMERGENCE GP PARTNERS, LLC · CIK 0001589115 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emergence Equity Partners II, L.P.

Disclosed balance after: 0

F1 · kind: On November 17, 2023, Kevin Spain, a director of the Issuer, transferred, for no consideration, 4,714 shares of Class A Common Stock pro-rata to Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemption under Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Mr. Spain is a member of EEP II, and is contractually obligated to transfer and/or remit the proceeds of any sale of shares issued upon vesting of restricted stock units to EEP II. EEP II then immediately distributed in-kind, without consideration, all 4,714 shares of Class A Common Stock pro-rata to its partners, in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · shares: On November 17, 2023, Kevin Spain, a director of the Issuer, transferred, for no consideration, 4,714 shares of Class A Common Stock pro-rata to Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemption under Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Mr. Spain is a member of EEP II, and is contractually obligated to transfer and/or remit the proceeds of any sale of shares issued upon vesting of restricted stock units to EEP II. EEP II then immediately distributed in-kind, without consideration, all 4,714 shares of Class A Common Stock pro-rata to its partners, in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · price: On November 17, 2023, Kevin Spain, a director of the Issuer, transferred, for no consideration, 4,714 shares of Class A Common Stock pro-rata to Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemption under Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Mr. Spain is a member of EEP II, and is contractually obligated to transfer and/or remit the proceeds of any sale of shares issued upon vesting of restricted stock units to EEP II. EEP II then immediately distributed in-kind, without consideration, all 4,714 shares of Class A Common Stock pro-rata to its partners, in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: These shares are held by EEP II. The sole general partner of EEP II is Emergence GP Partners, LLC ("EGP"). EGP disclaims Section 16 beneficial ownership of the shares held by EEP II, except to the extent, if any, of its pecuniary interest therein, and this report shall not be deemed an admission that it is the beneficial owner of such shares for Section 16 or any other purpose.

Read SEC document
November 16, 2023 Filed Nov 17, 2023 21:04 UTC
Overpeck CraigSee Remarks
SaleClass A Common Stock 1,500 $25.23 $37,845.00
Disclosure

SEC source: 0001516513-23-000086 · wk-form4_1700255055.xml · nonDerivative · entry 2

Overpeck Craig · CIK 0001976331 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 116,470

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 26, 2023.

Read SEC document
November 15, 2023 Filed Nov 17, 2023 21:04 UTC
Overpeck CraigSee Remarks
Tax withholdingClass A Common Stock 1,771 $25.40 $44,983.40
Disclosure

SEC source: 0001516513-23-000086 · wk-form4_1700255055.xml · nonDerivative · entry 1

Overpeck Craig · CIK 0001976331 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 117,970

F1 · shares: Represents shares of Class A Common Stock withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person.

Read SEC document
November 14, 2023 Filed Nov 16, 2023 17:59 UTC ConversionClass B Common Stock · Derivative 1,446,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-064592 · ownership.xml · derivative · entry 4

EMERGENCE CAPITAL PARTNERS II LP · CIK 0001401366 · 10% owner

EMERGENCE EQUITY PARTNERS II, L.P. · CIK 0001589107 · 10% owner

EMERGENCE GP PARTNERS, LLC · CIK 0001589115 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emergence Capital Partners II, L.P.

Disclosed balance after: 14,462,728

Underlying: Class A Common Stock · 1,446,000 shares

Expires not disclosed

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

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder, and has no expiration. Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the holder; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the IPO; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F1 · kind: On November 14, 2023, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 1,446,000 shares of the Issuer's Class B Common Stock into 1,446,000 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 1,446,000 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (309,440 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder, and has no expiration. Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the holder; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the IPO; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder, and has no expiration. Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the holder; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the IPO; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F2 · ownership.nature: These shares are held directly by ECP II. The sole general partner of ECP II is EEP II, and the sole general partner of EEP II is Emergence GP Partners, LLC ("EGP"). Each of EEP II and EGP disclaims Section 16 beneficial ownership of the shares held by ECP II, except to the extent, if any, of its pecuniary interest therein, and this report shall not be deemed an admission that it is the beneficial owner of such shares for Section 16 or any other purpose.

Read SEC document
November 14, 2023 Filed Nov 16, 2023 17:59 UTC OtherClass A Common Stock 1,446,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-064592 · ownership.xml · nonDerivative · entry 2

EMERGENCE CAPITAL PARTNERS II LP · CIK 0001401366 · 10% owner

EMERGENCE EQUITY PARTNERS II, L.P. · CIK 0001589107 · 10% owner

EMERGENCE GP PARTNERS, LLC · CIK 0001589115 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emergence Capital Partners II, L.P.

Disclosed balance after: 0

F1 · kind: On November 14, 2023, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 1,446,000 shares of the Issuer's Class B Common Stock into 1,446,000 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 1,446,000 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (309,440 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · price: On November 14, 2023, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 1,446,000 shares of the Issuer's Class B Common Stock into 1,446,000 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 1,446,000 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (309,440 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: These shares are held directly by ECP II. The sole general partner of ECP II is EEP II, and the sole general partner of EEP II is Emergence GP Partners, LLC ("EGP"). Each of EEP II and EGP disclaims Section 16 beneficial ownership of the shares held by ECP II, except to the extent, if any, of its pecuniary interest therein, and this report shall not be deemed an admission that it is the beneficial owner of such shares for Section 16 or any other purpose.

Read SEC document

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