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Doximity, Inc.

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1570
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0001516513
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225

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0 purchase rows · 20 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202502
Dec 202501
Jan 202601
Feb 202602
Mar 202602
Apr 202601
May 202602
Jun 202601
Jul 202601
Aug 202603
Sep 202603
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 12, 2022 Filed Jan 14, 2022 16:46 UTC
Kleine Joseph B.Chief Commercial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 183,783 $0.00 Strike: $0.97 $0.00
Disclosure

SEC source: 0001516513-22-000002 · wf-form4_164219675160827.xml · derivative · entry 4

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,895

Underlying: Class B Common Stock · 183,783 shares

Expires 2028-03-18

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: In the event there is a change of control and the Issuer terminates the Reporting Person's employment other than for cause or the Reporting Person terminates his employment with the Issuer as a result of a constructive termination, in either case within 12 months following the consummation of a change of control, 100% of the then-unvested shares subject to the stock option shall vest and become exercisable as of such termination date.

F6 · derivative.exercise_date: The stock option vests in 48 equal monthly installments after March 19, 2018, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on March 19, 2018.

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
January 12, 2022 Filed Jan 14, 2022 16:46 UTC
Kleine Joseph B.Chief Commercial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 6,400 $0.00 Strike: $0.57 $0.00
Disclosure

SEC source: 0001516513-22-000002 · wf-form4_164219675160827.xml · derivative · entry 3

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 6,400 shares

Expires 2026-03-20

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: In the event there is a change of control and the Issuer terminates the Reporting Person's employment other than for cause or the Reporting Person terminates his employment with the Issuer as a result of a constructive termination, in either case within 12 months following the consummation of a change of control, 100% of the then-unvested shares subject to the stock option shall vest and become exercisable as of such termination date.

F5 · derivative.exercise_date: The stock option vested subject to a time-based and performance-based vesting schedule. The stock option vested in part upon the achievement of certain performance goals in 2016 and 2017. Upon determination by the Issuer's Board of Directors that such performance goals were met, the stock option vested in 12 equal monthly installments after March 28, 2017, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on March 21, 2016 and became fully vested on March 28, 2018.

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
January 12, 2022 Filed Jan 14, 2022 16:46 UTC
Kleine Joseph B.Chief Commercial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 70,000 $0.00 Strike: $0.57 $0.00
Disclosure

SEC source: 0001516513-22-000002 · wf-form4_164219675160827.xml · derivative · entry 2

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 70,000 shares

Expires 2026-02-23

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

F2 · derivative.exercise_date: The stock option vested as to 1/4th of the shares subject to the stock option on February 22, 2017 and the remaining shares vested in 36 equal monthly installments thereafter, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on February 24, 2016 and became fully vested on February 22, 2020.

F3 · derivative.exercise_date: In the event there is a change of control and the Issuer terminates the Reporting Person's employment other than for cause or the Reporting Person terminates his employment with the Issuer as a result of a constructive termination, in either case within 12 months following the consummation of a change of control, 100% of the then-unvested shares subject to the stock option shall vest and become exercisable as of such termination date.

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
January 12, 2022 Filed Jan 14, 2022 16:46 UTC
Kleine Joseph B.Chief Commercial Officer
ConversionClass A Common Stock 371,760 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-22-000002 · wf-form4_164219675160827.xml · nonDerivative · entry 1

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 441,760

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 07, 2021 Filed Dec 8, 2021 22:00 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 150,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000042 · wf-form4_163900082992869.xml · derivative · entry 3

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: Not disclosed

Ownership: Direct

Disclosed balance after: 6,171,666

Underlying: Class A Common Stock · 150,000 shares

Expires not disclosed

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

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.

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

Read SEC document
December 07, 2021 Filed Dec 8, 2021 22:00 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 150,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-21-000042 · wf-form4_163900082992869.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: Not disclosed

Ownership: Direct

Disclosed balance after: 250,000

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: 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.

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

Read SEC document
December 07, 2021 Filed Dec 9, 2021 02:00 UTC SaleClass A Common Stock 5,980 $62.00 $370,760.00
Disclosure

SEC source: 0000899243-21-047428 · doc4.xml · nonDerivative · entry 2

Kliman Gilbert H · CIK 0001293171 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 479,960

Read SEC document
December 07, 2021 Filed Dec 9, 2021 02:00 UTC SaleClass A Common Stock 8,912 $63.00 $561,456.00
Disclosure

SEC source: 0000899243-21-047428 · doc4.xml · nonDerivative · entry 1

Kliman Gilbert H · CIK 0001293171 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 485,940

Read SEC document
December 03, 2021 Filed Dec 7, 2021 01:05 UTC
Kliman Gilbert HDirector · 10% owner
SaleClass A Common Stock 2,000 $65.82 $131,649.00
Disclosure

SEC source: 0000899243-21-047010 · doc4.xml · nonDerivative · entry 6

Kliman Gilbert H · CIK 0001293171 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 494,852

F6 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $64.10 to $66.27 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
December 02, 2021 Filed Dec 6, 2021 20:00 UTC
NASR KHALED10% owner
Desai Keval10% owner
ConversionClass B Common Stock · Derivative 4,300,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-047009 · doc4.xml · derivative · entry 7

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,556,998

Underlying: Class A Common Stock · 4,300,000 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 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: 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 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.

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 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 · ownership.direct: These shares are directly held by IW10. IMP10 is the general partner of IW10. Gilbert H. Kliman is the Managing Director of IMP10. Keval Desai and Khaled Nasr are Venture Members of IMP10. Each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr may be deemed to beneficially own the shares held by IW10, and each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr disclaims beneficial ownership of only the shares held by IW10, except to the extent of its or his pecuniary interest therein.

Read SEC document
December 02, 2021 Filed Dec 6, 2021 20:00 UTC
NASR KHALED10% owner
Desai Keval10% owner
OtherClass A Common Stock 27,527 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-047009 · doc4.xml · nonDerivative · entry 6

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By: Keval Desai

Disclosed balance after: 54,756

F3 · kind: Represents pro rata in-kind distribution by IMP10 without consideration to its members in accordance with the terms of the InterWest Management Partners X, LLC Operating Agreement. Includes 41,070 shares distributed to Khaled A. Nasr ("Nasr"), 27,527 shares distributed to Keval Desai ("Desai") and 249,778 shares distributed to Gilbert H. Kliman ("Kliman"), as reported on Kliman's separate Form 4 in his own name.

F4 · ownership.nature: These shares are directly held by IW10. IMP10 is the general partner of IW10. Gilbert H. Kliman is the Managing Director of IMP10. Keval Desai and Khaled Nasr are Venture Members of IMP10. Each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr may be deemed to beneficially own the shares held by IW10, and each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr disclaims beneficial ownership of only the shares held by IW10, except to the extent of its or his pecuniary interest therein.

Read SEC document
December 02, 2021 Filed Dec 6, 2021 20:00 UTC
NASR KHALED10% owner
Desai Keval10% owner
OtherClass A Common Stock 41,070 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-047009 · doc4.xml · nonDerivative · entry 5

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By: Khaled A. Nasr

Disclosed balance after: 81,696

F3 · kind: Represents pro rata in-kind distribution by IMP10 without consideration to its members in accordance with the terms of the InterWest Management Partners X, LLC Operating Agreement. Includes 41,070 shares distributed to Khaled A. Nasr ("Nasr"), 27,527 shares distributed to Keval Desai ("Desai") and 249,778 shares distributed to Gilbert H. Kliman ("Kliman"), as reported on Kliman's separate Form 4 in his own name.

F4 · ownership.nature: These shares are directly held by IW10. IMP10 is the general partner of IW10. Gilbert H. Kliman is the Managing Director of IMP10. Keval Desai and Khaled Nasr are Venture Members of IMP10. Each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr may be deemed to beneficially own the shares held by IW10, and each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr disclaims beneficial ownership of only the shares held by IW10, except to the extent of its or his pecuniary interest therein.

Read SEC document
December 02, 2021 Filed Dec 6, 2021 20:00 UTC
NASR KHALED10% owner
Desai Keval10% owner
OtherClass A Common Stock 1,101,094 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-047009 · doc4.xml · nonDerivative · entry 4

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By: InterWest Management Partners X, LLC

Disclosed balance after: 0

F3 · kind: Represents pro rata in-kind distribution by IMP10 without consideration to its members in accordance with the terms of the InterWest Management Partners X, LLC Operating Agreement. Includes 41,070 shares distributed to Khaled A. Nasr ("Nasr"), 27,527 shares distributed to Keval Desai ("Desai") and 249,778 shares distributed to Gilbert H. Kliman ("Kliman"), as reported on Kliman's separate Form 4 in his own name.

F4 · ownership.nature: These shares are directly held by IW10. IMP10 is the general partner of IW10. Gilbert H. Kliman is the Managing Director of IMP10. Keval Desai and Khaled Nasr are Venture Members of IMP10. Each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr may be deemed to beneficially own the shares held by IW10, and each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr disclaims beneficial ownership of only the shares held by IW10, except to the extent of its or his pecuniary interest therein.

Read SEC document
December 02, 2021 Filed Dec 6, 2021 20:00 UTC
NASR KHALED10% owner
Desai Keval10% owner
OtherClass A Common Stock 1,101,094 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-047009 · doc4.xml · nonDerivative · entry 3

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By: InterWest Management Partners X, LLC

Disclosed balance after: 1,101,094

F2 · kind: Represents pro rata in-kind distribution by InterWest Partners X, LP ("IW10") without consideration to its limited and general partners in accordance with the terms of the InterWest Partners X, LP Limited Partnership Agreement. Includes 1,101,094 shares distributed to InterWest Management Partners X, LLC ("IMP10") its general partner.

F4 · ownership.nature: These shares are directly held by IW10. IMP10 is the general partner of IW10. Gilbert H. Kliman is the Managing Director of IMP10. Keval Desai and Khaled Nasr are Venture Members of IMP10. Each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr may be deemed to beneficially own the shares held by IW10, and each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr disclaims beneficial ownership of only the shares held by IW10, except to the extent of its or his pecuniary interest therein.

Read SEC document
December 02, 2021 Filed Dec 6, 2021 20:00 UTC
NASR KHALED10% owner
Desai Keval10% owner
OtherClass A Common Stock 4,300,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-047009 · doc4.xml · nonDerivative · entry 2

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · kind: Represents pro rata in-kind distribution by InterWest Partners X, LP ("IW10") without consideration to its limited and general partners in accordance with the terms of the InterWest Partners X, LP Limited Partnership Agreement. Includes 1,101,094 shares distributed to InterWest Management Partners X, LLC ("IMP10") its general partner.

Read SEC document
December 02, 2021 Filed Dec 6, 2021 20:00 UTC
NASR KHALED10% owner
Desai Keval10% owner
ConversionClass A Common Stock 4,300,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-047009 · doc4.xml · nonDerivative · entry 1

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,300,000

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: 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.

F4 · ownership.direct: These shares are directly held by IW10. IMP10 is the general partner of IW10. Gilbert H. Kliman is the Managing Director of IMP10. Keval Desai and Khaled Nasr are Venture Members of IMP10. Each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr may be deemed to beneficially own the shares held by IW10, and each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr disclaims beneficial ownership of only the shares held by IW10, except to the extent of its or his pecuniary interest therein.

Read SEC document
December 02, 2021 Filed Dec 7, 2021 01:05 UTC
Kliman Gilbert HDirector · 10% owner
ConversionClass B Common Stock · Derivative 4,300,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-047010 · doc4.xml · derivative · entry 7

Kliman Gilbert H · CIK 0001293171 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By InterWest Partners X, L.P.

Disclosed balance after: 8,556,998

Underlying: Class A Common Stock · 4,300,000 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 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: 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 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.

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 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 · ownership.nature: These shares are directly held by IW10. IMP10, as the general partner of IW10, may be deemed to beneficially own the shares held by IW10. The Reporting Person is the Managing Director of IMP10, and as such may be deemed to beneficially own the shares held by IW10. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.

Read SEC document
December 02, 2021 Filed Dec 7, 2021 01:05 UTC
Kliman Gilbert HDirector · 10% owner
OtherClass A Common Stock 249,778 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-047010 · doc4.xml · nonDerivative · entry 5

Kliman Gilbert H · CIK 0001293171 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 496,852

F3 · kind: Represents pro rata in-kind distribution by IMP10 without consideration to its members in accordance with the terms of the InterWest Management Partners X, LLC Operating Agreement. Includes 249,778 shares distributed to Gilbert H. Kliman ("Kliman").

Read SEC document
December 02, 2021 Filed Dec 7, 2021 01:05 UTC
Kliman Gilbert HDirector · 10% owner
OtherClass A Common Stock 1,101,094 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-047010 · doc4.xml · nonDerivative · entry 4

Kliman Gilbert H · CIK 0001293171 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By: InterWest Management Partners X, LLC

Disclosed balance after: 0

F3 · kind: Represents pro rata in-kind distribution by IMP10 without consideration to its members in accordance with the terms of the InterWest Management Partners X, LLC Operating Agreement. Includes 249,778 shares distributed to Gilbert H. Kliman ("Kliman").

F4 · ownership.nature: These shares are directly held by IW10. IMP10, as the general partner of IW10, may be deemed to beneficially own the shares held by IW10. The Reporting Person is the Managing Director of IMP10, and as such may be deemed to beneficially own the shares held by IW10. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.

Read SEC document
December 02, 2021 Filed Dec 7, 2021 01:05 UTC
Kliman Gilbert HDirector · 10% owner
OtherClass A Common Stock 1,101,094 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-047010 · doc4.xml · nonDerivative · entry 3

Kliman Gilbert H · CIK 0001293171 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By: InterWest Management Partners X, LLC

Disclosed balance after: 1,101,094

F2 · kind: Represents pro rata in-kind distribution by InterWest Partners X, LP ("IW10") without consideration to its limited and general partners in accordance with the terms of the InterWest Partners X, LP Limited Partnership Agreement. Includes 1,101,094 shares distributed to InterWest Management Partners X, LLC ("IMP10") its general partner.

F4 · ownership.nature: These shares are directly held by IW10. IMP10, as the general partner of IW10, may be deemed to beneficially own the shares held by IW10. The Reporting Person is the Managing Director of IMP10, and as such may be deemed to beneficially own the shares held by IW10. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.

Read SEC document
December 02, 2021 Filed Dec 7, 2021 01:05 UTC
Kliman Gilbert HDirector · 10% owner
OtherClass A Common Stock 4,300,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-047010 · doc4.xml · nonDerivative · entry 2

Kliman Gilbert H · CIK 0001293171 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By InterWest Partners X, L.P.

Disclosed balance after: 0

F2 · kind: Represents pro rata in-kind distribution by InterWest Partners X, LP ("IW10") without consideration to its limited and general partners in accordance with the terms of the InterWest Partners X, LP Limited Partnership Agreement. Includes 1,101,094 shares distributed to InterWest Management Partners X, LLC ("IMP10") its general partner.

F4 · ownership.nature: These shares are directly held by IW10. IMP10, as the general partner of IW10, may be deemed to beneficially own the shares held by IW10. The Reporting Person is the Managing Director of IMP10, and as such may be deemed to beneficially own the shares held by IW10. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.

Read SEC document
December 02, 2021 Filed Dec 7, 2021 01:05 UTC
Kliman Gilbert HDirector · 10% owner
ConversionClass A Common Stock 4,300,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-047010 · doc4.xml · nonDerivative · entry 1

Kliman Gilbert H · CIK 0001293171 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By InterWest Partners X, L.P.

Disclosed balance after: 4,300,000

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: 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.

F4 · ownership.nature: These shares are directly held by IW10. IMP10, as the general partner of IW10, may be deemed to beneficially own the shares held by IW10. The Reporting Person is the Managing Director of IMP10, and as such may be deemed to beneficially own the shares held by IW10. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.

Read SEC document
November 17, 2021 Filed Nov 19, 2021 23:20 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 110,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000038 · wf-form4a_163736398484741.xml · derivative · entry 3

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: Not disclosed

Ownership: Indirect · By Tangney Schweikert Family Trust

Disclosed balance after: 24,353,330

Underlying: Class A Common Stock · 110,000 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. 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.

F2 · ownership.nature: These shares are owned directly by the Tangney Schweikert Family Trust, a ten percent owner of the Issuer, and indirectly by Jeffrey Tangney as trustee of such trust. Mr. Tangney is an officer, director and ten percent owner of the Issuer.

Read SEC document
November 17, 2021 Filed Nov 19, 2021 23:20 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
GiftClass A Common Stock 110,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000038 · wf-form4a_163736398484741.xml · nonDerivative · 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: Not disclosed

Ownership: Indirect · By Tangney Schweikert Family Trust

Disclosed balance after: 0

F3 · shares: Represents a bona fide gift of shares of Class A Common Stock to a charitable donor advised fund.

F2 · ownership.nature: These shares are owned directly by the Tangney Schweikert Family Trust, a ten percent owner of the Issuer, and indirectly by Jeffrey Tangney as trustee of such trust. Mr. Tangney is an officer, director and ten percent owner of the Issuer.

Read SEC document
November 17, 2021 Filed Nov 19, 2021 23:20 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 110,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-21-000038 · wf-form4a_163736398484741.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: Not disclosed

Ownership: Indirect · By Tangney Schweikert Family Trust

Disclosed balance after: 110,000

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: 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.

F2 · ownership.nature: These shares are owned directly by the Tangney Schweikert Family Trust, a ten percent owner of the Issuer, and indirectly by Jeffrey Tangney as trustee of such trust. Mr. Tangney is an officer, director and ten percent owner of the Issuer.

Read SEC document
November 17, 2021 Filed Nov 19, 2021 21:43 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 110,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000036 · wf-form4_163735816807999.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Tangney Schweikert Family Trust

Disclosed balance after: 24,353,330

Underlying: Class A Common Stock · 110,000 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. 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.

F2 · ownership.nature: These shares are owned directly by the Tangney Schweikert Family Trust, a ten percent owner of the Issuer, and indirectly by Jeffrey Tangney as trustee of such trust. Mr. Tangney is an officer, director and ten percent owner of the Issuer.

Read SEC document
November 17, 2021 Filed Nov 19, 2021 21:43 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
GiftClass A Common Stock 110,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000036 · wf-form4_163735816807999.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Tangney Schweikert Family Trust

Disclosed balance after: 0

F3 · shares: Represents a bona fide gift of shares of Class A Common Stock to a charitable donor advised fund.

F2 · ownership.nature: These shares are owned directly by the Tangney Schweikert Family Trust, a ten percent owner of the Issuer, and indirectly by Jeffrey Tangney as trustee of such trust. Mr. Tangney is an officer, director and ten percent owner of the Issuer.

Read SEC document
November 17, 2021 Filed Nov 19, 2021 21:43 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 110,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-21-000036 · wf-form4_163735816807999.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Tangney Schweikert Family Trust

Disclosed balance after: 110,000

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: 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.

F2 · ownership.nature: These shares are owned directly by the Tangney Schweikert Family Trust, a ten percent owner of the Issuer, and indirectly by Jeffrey Tangney as trustee of such trust. Mr. Tangney is an officer, director and ten percent owner of the Issuer.

Read SEC document
November 17, 2021 Filed Nov 30, 2023 22:04 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
GiftClass A Common Stock 110,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-23-000091 · wk-form4a_1701381839.xml · nonDerivative · entry 5

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: Indirect · By Tangney Schweikert Family Trust

Disclosed balance after: 0

F6 · shares: Represents a bona fide gift of shares of Class A Common Stock to a charitable donor advised fund.

F4 · ownership.nature: These shares are owned directly by the Tangney Schweikert Family Trust, a ten percent owner of the Issuer and of which Mr. Tangney is trustee. Mr. Tangney disclaims beneficial ownership over the shares held by the Tangney Schweikert Family Trust, except to the extent, if any, of his pecuniary interest therein, and nothing in this report shall be deemed an admission that Mr. Tangney has beneficial ownership over any such shares for Section 16 purposes or otherwise.

Read SEC document
November 12, 2021 Filed Nov 12, 2021 16:43 UTC OtherClass A Common Stock 8,535,175 $0.00 $0.00
Disclosure

SEC source: 0001104659-21-138151 · tm2129009-14_4seq1.xml · nonDerivative · entry 2

MORGENTHALER VENTURE PARTNERS IX LP · CIK 0001439101 · 10% owner

Morgenthaler Management Partners IX, LLC · CIK 0001666860 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,535,175

F3 · kind: Represents a pro-rata, in-kind distribution by Morgenthaler and its affiliated funds, not for additional consideration, to MMP IX and its respective members and assignees.

F2 · ownership.direct: These shares are directly held by Morgenthaler Venture Partners IX, L.P. ("Morgenthaler"). Morgenthaler Management Partners IX, LLC ("MMP IX") is the sole general partner of Morgenthaler. MMP IX may be deemed to indirectly beneficially own the shares held by Morgenthaler, and MMP IX disclaims beneficial ownership of such shares, except to the extent of its pecuniary interest therein.

Read SEC document
November 12, 2021 Filed Nov 15, 2021 16:37 UTC
NASR KHALED10% owner
Desai Keval10% owner
ConversionClass B Common Stock · Derivative 4,300,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-044589 · doc4.xml · derivative · entry 7

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,856,998

Underlying: Class A Common Stock · 4,300,000 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 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: 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 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.

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 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 · ownership.direct: These shares are directly held by IW10. IMP10 is the general partner of IW10. Gilbert H. Kliman is the Managing Director of IMP10. Keval Desai and Khaled Nasr are Venture Members of IMP10. Each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr may be deemed to beneficially own the shares held by IW10, and each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr disclaims beneficial ownership of only the shares held by IW10, except to the extent of its or his pecuniary interest therein.

Read SEC document
November 12, 2021 Filed Nov 15, 2021 16:37 UTC
NASR KHALED10% owner
Desai Keval10% owner
OtherClass A Common Stock 27,229 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-044589 · doc4.xml · nonDerivative · entry 6

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By: Keval Desai

Disclosed balance after: 27,229

F3 · kind: Represents pro rata in-kind distribution by IMP10 without consideration to its members in accordance with the terms of the InterWest Management Partners X, LLC Operating Agreement. Includes 40,626 shares distributed to Khaled A. Nasr ("Nasr"), 27,229 shares distributed to Keval Desai ("Desai") and 247,074 shares distributed to Gilbert H. Kliman ("Kliman"), as reported on Kliman's separate Form 4 in his own name.

F4 · ownership.nature: These shares are directly held by IW10. IMP10 is the general partner of IW10. Gilbert H. Kliman is the Managing Director of IMP10. Keval Desai and Khaled Nasr are Venture Members of IMP10. Each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr may be deemed to beneficially own the shares held by IW10, and each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr disclaims beneficial ownership of only the shares held by IW10, except to the extent of its or his pecuniary interest therein.

Read SEC document
November 12, 2021 Filed Nov 15, 2021 16:37 UTC
NASR KHALED10% owner
Desai Keval10% owner
OtherClass A Common Stock 40,626 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-044589 · doc4.xml · nonDerivative · entry 5

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By: Khaled A. Nasr

Disclosed balance after: 40,626

F3 · kind: Represents pro rata in-kind distribution by IMP10 without consideration to its members in accordance with the terms of the InterWest Management Partners X, LLC Operating Agreement. Includes 40,626 shares distributed to Khaled A. Nasr ("Nasr"), 27,229 shares distributed to Keval Desai ("Desai") and 247,074 shares distributed to Gilbert H. Kliman ("Kliman"), as reported on Kliman's separate Form 4 in his own name.

F4 · ownership.nature: These shares are directly held by IW10. IMP10 is the general partner of IW10. Gilbert H. Kliman is the Managing Director of IMP10. Keval Desai and Khaled Nasr are Venture Members of IMP10. Each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr may be deemed to beneficially own the shares held by IW10, and each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr disclaims beneficial ownership of only the shares held by IW10, except to the extent of its or his pecuniary interest therein.

Read SEC document
November 12, 2021 Filed Nov 15, 2021 16:37 UTC
NASR KHALED10% owner
Desai Keval10% owner
OtherClass A Common Stock 1,089,179 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-044589 · doc4.xml · nonDerivative · entry 4

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By: InterWest Management Partners X, LLC

Disclosed balance after: 0

F3 · kind: Represents pro rata in-kind distribution by IMP10 without consideration to its members in accordance with the terms of the InterWest Management Partners X, LLC Operating Agreement. Includes 40,626 shares distributed to Khaled A. Nasr ("Nasr"), 27,229 shares distributed to Keval Desai ("Desai") and 247,074 shares distributed to Gilbert H. Kliman ("Kliman"), as reported on Kliman's separate Form 4 in his own name.

F4 · ownership.nature: These shares are directly held by IW10. IMP10 is the general partner of IW10. Gilbert H. Kliman is the Managing Director of IMP10. Keval Desai and Khaled Nasr are Venture Members of IMP10. Each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr may be deemed to beneficially own the shares held by IW10, and each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr disclaims beneficial ownership of only the shares held by IW10, except to the extent of its or his pecuniary interest therein.

Read SEC document
November 12, 2021 Filed Nov 15, 2021 16:37 UTC
NASR KHALED10% owner
Desai Keval10% owner
OtherClass A Common Stock 1,089,179 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-044589 · doc4.xml · nonDerivative · entry 3

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By: InterWest Management Partners X, LLC

Disclosed balance after: 1,089,179

F2 · kind: Represents pro rata in-kind distribution by InterWest Partners X, LP ("IW10") without consideration to its limited and general partners in accordance with the terms of the InterWest Partners X, LP Limited Partnership Agreement. Includes 1,089,179 shares distributed to InterWest Management Partners X, LLC ("IMP10") its general partner.

F4 · ownership.nature: These shares are directly held by IW10. IMP10 is the general partner of IW10. Gilbert H. Kliman is the Managing Director of IMP10. Keval Desai and Khaled Nasr are Venture Members of IMP10. Each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr may be deemed to beneficially own the shares held by IW10, and each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr disclaims beneficial ownership of only the shares held by IW10, except to the extent of its or his pecuniary interest therein.

Read SEC document
November 12, 2021 Filed Nov 15, 2021 16:37 UTC
NASR KHALED10% owner
Desai Keval10% owner
OtherClass A Common Stock 4,300,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-044589 · doc4.xml · nonDerivative · entry 2

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · kind: Represents pro rata in-kind distribution by InterWest Partners X, LP ("IW10") without consideration to its limited and general partners in accordance with the terms of the InterWest Partners X, LP Limited Partnership Agreement. Includes 1,089,179 shares distributed to InterWest Management Partners X, LLC ("IMP10") its general partner.

Read SEC document
November 12, 2021 Filed Nov 15, 2021 16:37 UTC
NASR KHALED10% owner
Desai Keval10% owner
ConversionClass A Common Stock 4,300,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-044589 · doc4.xml · nonDerivative · entry 1

INTERWEST PARTNERS X LP · CIK 0001443898 · 10% owner

InterWest Management Partners X, LLC · CIK 0001460207 · 10% owner

NASR KHALED · CIK 0001276600 · 10% owner

Desai Keval · CIK 0001553019 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,300,000

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: 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.

F4 · ownership.direct: These shares are directly held by IW10. IMP10 is the general partner of IW10. Gilbert H. Kliman is the Managing Director of IMP10. Keval Desai and Khaled Nasr are Venture Members of IMP10. Each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr may be deemed to beneficially own the shares held by IW10, and each of IMP10, Gilbert H. Kliman, Keval Desai and Khaled Nasr disclaims beneficial ownership of only the shares held by IW10, except to the extent of its or his pecuniary interest therein.

Read SEC document
November 12, 2021 Filed Nov 15, 2021 21:38 UTC
Kliman Gilbert HDirector · 10% owner
ConversionClass B Common Stock · Derivative 4,300,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-044592 · doc4.xml · derivative · entry 6

Kliman Gilbert H · CIK 0001293171 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By InterWest Partners X, L.P.

Disclosed balance after: 12,856,998

Underlying: Class A Common Stock · 4,300,000 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 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: 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 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.

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 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 · ownership.nature: These shares are directly held by IW10. IMP10, as the general partner of IW10, may be deemed to beneficially own the shares held by IW10. The Reporting Person is the Managing Director of IMP10, and as such may be deemed to beneficially own the shares held by IW10. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.

Read SEC document
November 12, 2021 Filed Nov 15, 2021 21:38 UTC
Kliman Gilbert HDirector · 10% owner
OtherClass A Common Stock 247,074 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-044592 · doc4.xml · nonDerivative · entry 5

Kliman Gilbert H · CIK 0001293171 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 247,074

F3 · kind: Represents pro rata in-kind distribution by IMP10 without consideration to its members in accordance with the terms of the InterWest Management Partners X, LLC Operating Agreement. Includes 247,074 shares distributed to Gilbert H. Kliman ("Kliman").

Read SEC document
November 12, 2021 Filed Nov 15, 2021 21:38 UTC
Kliman Gilbert HDirector · 10% owner
OtherClass A Common Stock 1,089,179 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-044592 · doc4.xml · nonDerivative · entry 4

Kliman Gilbert H · CIK 0001293171 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By: InterWest Management Partners X, LLC

Disclosed balance after: 0

F3 · kind: Represents pro rata in-kind distribution by IMP10 without consideration to its members in accordance with the terms of the InterWest Management Partners X, LLC Operating Agreement. Includes 247,074 shares distributed to Gilbert H. Kliman ("Kliman").

F4 · ownership.nature: These shares are directly held by IW10. IMP10, as the general partner of IW10, may be deemed to beneficially own the shares held by IW10. The Reporting Person is the Managing Director of IMP10, and as such may be deemed to beneficially own the shares held by IW10. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.

Read SEC document
November 12, 2021 Filed Nov 15, 2021 21:38 UTC
Kliman Gilbert HDirector · 10% owner
OtherClass A Common Stock 1,089,179 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-044592 · doc4.xml · nonDerivative · entry 3

Kliman Gilbert H · CIK 0001293171 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By: InterWest Management Partners X, LLC

Disclosed balance after: 1,089,179

F2 · kind: Represents pro rata in-kind distribution by InterWest Partners X, LP ("IW10") without consideration to its limited and general partners in accordance with the terms of the InterWest Partners X, LP Limited Partnership Agreement. Includes 1,089,179 shares distributed to InterWest Management Partners X, LLC ("IMP10") its general partner.

F4 · ownership.nature: These shares are directly held by IW10. IMP10, as the general partner of IW10, may be deemed to beneficially own the shares held by IW10. The Reporting Person is the Managing Director of IMP10, and as such may be deemed to beneficially own the shares held by IW10. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.

Read SEC document
November 12, 2021 Filed Nov 15, 2021 21:38 UTC
Kliman Gilbert HDirector · 10% owner
OtherClass A Common Stock 4,300,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-044592 · doc4.xml · nonDerivative · entry 2

Kliman Gilbert H · CIK 0001293171 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By InterWest Partners X, L.P.

Disclosed balance after: 0

F2 · kind: Represents pro rata in-kind distribution by InterWest Partners X, LP ("IW10") without consideration to its limited and general partners in accordance with the terms of the InterWest Partners X, LP Limited Partnership Agreement. Includes 1,089,179 shares distributed to InterWest Management Partners X, LLC ("IMP10") its general partner.

F4 · ownership.nature: These shares are directly held by IW10. IMP10, as the general partner of IW10, may be deemed to beneficially own the shares held by IW10. The Reporting Person is the Managing Director of IMP10, and as such may be deemed to beneficially own the shares held by IW10. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.

Read SEC document
November 12, 2021 Filed Nov 15, 2021 21:38 UTC
Kliman Gilbert HDirector · 10% owner
ConversionClass A Common Stock 4,300,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-044592 · doc4.xml · nonDerivative · entry 1

Kliman Gilbert H · CIK 0001293171 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By InterWest Partners X, L.P.

Disclosed balance after: 4,300,000

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: 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.

F4 · ownership.nature: These shares are directly held by IW10. IMP10, as the general partner of IW10, may be deemed to beneficially own the shares held by IW10. The Reporting Person is the Managing Director of IMP10, and as such may be deemed to beneficially own the shares held by IW10. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.

Read SEC document
November 12, 2021 Filed Nov 16, 2021 22:11 UTC ConversionClass B Common Stock · Derivative 105,862 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · derivative · entry 9

Benjamin Regina M. · CIK 0001594511 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 105,862 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
November 12, 2021 Filed Nov 16, 2021 22:11 UTC Exercise / conversionClass B Common Stock · Derivative 1,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · derivative · entry 8

Benjamin Regina M. · CIK 0001594511 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,862

Underlying: Class A Common Stock · 1,000 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.

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November 12, 2021 Filed Nov 16, 2021 22:11 UTC Exercise / conversionClass B Common Stock · Derivative 104,862 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · derivative · entry 7

Benjamin Regina M. · CIK 0001594511 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 104,862

Underlying: Class A Common Stock · 104,862 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.

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November 12, 2021 Filed Nov 16, 2021 22:11 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 1,000 $0.00 Strike: $1.05 $0.00
Disclosure

SEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · derivative · entry 6

Benjamin Regina M. · CIK 0001594511 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 1,000 shares

Expires 2028-06-05

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_date: The stock option was granted on June 6, 2018 and fully vested as of such date.

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.

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November 12, 2021 Filed Nov 16, 2021 22:11 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 104,862 $0.00 Strike: $2.21 $0.00
Disclosure

SEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · derivative · entry 5

Benjamin Regina M. · CIK 0001594511 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 431,138

Underlying: Class B Common Stock · 104,862 shares

Expires 2030-09-01

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 September 2, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on September 2, 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.

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November 12, 2021 Filed Nov 16, 2021 22:11 UTC SaleClass A Common Stock 1,000 $75.02 $75,018.60
Disclosure

SEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · nonDerivative · entry 4

Benjamin Regina M. · CIK 0001594511 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
November 12, 2021 Filed Nov 16, 2021 22:11 UTC SaleClass A Common Stock 22,362 $75.70 $1,692,879.43
Disclosure

SEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · nonDerivative · entry 3

Benjamin Regina M. · CIK 0001594511 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,000

F3 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $76.0000 to $76.1800 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.

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