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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.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202501
Jan 202601
Feb 202602
Mar 202602
Apr 202601
May 202602
Jun 202601
Jul 202601
Aug 202603
Sep 202603
Oct 202601

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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
November 12, 2021 Filed Nov 16, 2021 22:11 UTC SaleClass A Common Stock 82,500 $74.67 $6,160,167.75
Disclosure

SEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · nonDerivative · entry 2

Benjamin Regina M. · CIK 0001594511 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,362

F2 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $75.0000 to $75.9900 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
November 12, 2021 Filed Nov 16, 2021 22:11 UTC ConversionClass A Common Stock 105,862 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-21-000032 · wf-form4_163710065007383.xml · nonDerivative · entry 1

Benjamin Regina M. · CIK 0001594511 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,862

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

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

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

Read SEC document
November 12, 2021 Filed Dec 8, 2021 21:54 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 150,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000041 · wf-form4a_163900047737590.xml · derivative · entry 4

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: 24,203,330

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.

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.

F2 · shares: This Form 4/A is being filed to include this transaction, which was inadvertently omitted from the Forms 4 and 4/A filed by Jeffrey Tangney on November 19, 2021.

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.

F4 · ownership.nature: These shares are owned directly by the Tangney Schweikert Family Trust, a ten percent owner of the Issuer, and indirectly by Mr. Tangney as trustee of such trust. Mr. Tangney is an officer, director and ten percent owner of the Issuer.

Read SEC document
November 12, 2021 Filed Dec 8, 2021 21:54 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000041 · wf-form4a_163900047737590.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: 6,321,666

Underlying: Class A Common Stock · 100,000 shares

Expires not disclosed

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

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

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

F2 · shares: This Form 4/A is being filed to include this transaction, which was inadvertently omitted from the Forms 4 and 4/A filed by Jeffrey Tangney on November 19, 2021.

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.

F3 · ownership.direct: These shares are owned directly by Mr. Tangney.

Read SEC document
November 12, 2021 Filed Dec 8, 2021 21:54 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 150,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-21-000041 · wf-form4a_163900047737590.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: 150,000

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.

F2 · shares: This Form 4/A is being filed to include this transaction, which was inadvertently omitted from the Forms 4 and 4/A filed by Jeffrey Tangney on November 19, 2021.

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 owned directly by the Tangney Schweikert Family Trust, a ten percent owner of the Issuer, and indirectly by Mr. Tangney as trustee of such trust. Mr. Tangney is an officer, director and ten percent owner of the Issuer.

Read SEC document
November 12, 2021 Filed Dec 8, 2021 21:54 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 100,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-21-000041 · wf-form4a_163900047737590.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: 100,000

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.

F2 · shares: This Form 4/A is being filed to include this transaction, which was inadvertently omitted from the Forms 4 and 4/A filed by Jeffrey Tangney on November 19, 2021.

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.

F3 · ownership.direct: These shares are owned directly by Mr. Tangney.

Read SEC document
November 10, 2021 Filed Nov 12, 2021 16:43 UTC ConversionClass B Common Stock · Derivative 17,070,350 $0.00 $0.00
Disclosure

SEC source: 0001104659-21-138151 · tm2129009-14_4seq1.xml · derivative · entry 3

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: 0

Underlying: Class A Common Stock · 17,070,350 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, par value $0.001 per share (the "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: Conversion of a derivative security in accordance of its terms.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, par value $0.001 per share (the "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 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, par value $0.001 per share (the "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.

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 10, 2021 Filed Nov 12, 2021 16:43 UTC ConversionClass A Common Stock 17,070,350 $0.00 $0.00
Disclosure

SEC source: 0001104659-21-138151 · tm2129009-14_4seq1.xml · nonDerivative · entry 1

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: 17,070,350

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

F1 · kind: Conversion of a derivative security in accordance of its terms.

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 10, 2021 Filed Nov 30, 2023 22:04 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 260,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-23-000091 · wk-form4a_1701381839.xml · derivative · entry 7

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: 24,203,330

Underlying: Class A Common Stock · 260,000 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.

F7 · 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 · date: This Form 4/A amends and restates the original Form 4, filed on November 19, 2021, as amended by the Forms 4/A filed on November 19, 2021 and December 8, 2021 (collectively, the "Prior Forms"). This Form 4/A is being filed to (i) correctly report certain transaction dates as November 10, 2021, which were incorrectly reported in the Prior Forms and (ii) include certain transactions, which were inadvertently omitted from one or more of the Prior Forms.

F2 · 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 · shares: This Form 4/A amends and restates the original Form 4, filed on November 19, 2021, as amended by the Forms 4/A filed on November 19, 2021 and December 8, 2021 (collectively, the "Prior Forms"). This Form 4/A is being filed to (i) correctly report certain transaction dates as November 10, 2021, which were incorrectly reported in the Prior Forms and (ii) include certain transactions, which were inadvertently omitted from one or more of the Prior Forms.

F7 · 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.

F7 · 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.

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 10, 2021 Filed Nov 30, 2023 22:04 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-23-000091 · wk-form4a_1701381839.xml · derivative · entry 6

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

Tangney Schweikert Family Trust · CIK 0001868242 · 10% owner

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,321,666

Underlying: Class A Common Stock · 100,000 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.

F7 · 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 · date: This Form 4/A amends and restates the original Form 4, filed on November 19, 2021, as amended by the Forms 4/A filed on November 19, 2021 and December 8, 2021 (collectively, the "Prior Forms"). This Form 4/A is being filed to (i) correctly report certain transaction dates as November 10, 2021, which were incorrectly reported in the Prior Forms and (ii) include certain transactions, which were inadvertently omitted from one or more of the Prior Forms.

F2 · 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 · shares: This Form 4/A amends and restates the original Form 4, filed on November 19, 2021, as amended by the Forms 4/A filed on November 19, 2021 and December 8, 2021 (collectively, the "Prior Forms"). This Form 4/A is being filed to (i) correctly report certain transaction dates as November 10, 2021, which were incorrectly reported in the Prior Forms and (ii) include certain transactions, which were inadvertently omitted from one or more of the Prior Forms.

F7 · 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.

F7 · 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.

F3 · ownership.direct: These shares are owned directly by Jeffrey Tangney.

Read SEC document
November 10, 2021 Filed Nov 30, 2023 22:04 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
GiftClass A Common Stock 150,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-23-000091 · wk-form4a_1701381839.xml · nonDerivative · entry 4

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

Tangney Schweikert Family Trust · CIK 0001868242 · 10% owner

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250,000

F1 · shares: This Form 4/A amends and restates the original Form 4, filed on November 19, 2021, as amended by the Forms 4/A filed on November 19, 2021 and December 8, 2021 (collectively, the "Prior Forms"). This Form 4/A is being filed to (i) correctly report certain transaction dates as November 10, 2021, which were incorrectly reported in the Prior Forms and (ii) include certain transactions, which were inadvertently omitted from one or more of the Prior Forms.

F5 · shares: On November 10, 2021, the Tangney Schweikert Family Trust transferred 150,000 shares of Class A Common Stock to Mr. Tangney for no consideration.

F3 · ownership.direct: These shares are owned directly by Jeffrey Tangney.

Read SEC document
November 10, 2021 Filed Nov 30, 2023 22:04 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
GiftClass A Common Stock 150,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-23-000091 · wk-form4a_1701381839.xml · nonDerivative · 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: No plan indicated

Ownership: Indirect · By Tangney Schweikert Family Trust

Disclosed balance after: 110,000

F1 · shares: This Form 4/A amends and restates the original Form 4, filed on November 19, 2021, as amended by the Forms 4/A filed on November 19, 2021 and December 8, 2021 (collectively, the "Prior Forms"). This Form 4/A is being filed to (i) correctly report certain transaction dates as November 10, 2021, which were incorrectly reported in the Prior Forms and (ii) include certain transactions, which were inadvertently omitted from one or more of the Prior Forms.

F5 · shares: On November 10, 2021, the Tangney Schweikert Family Trust transferred 150,000 shares of Class A Common Stock to Mr. Tangney for no consideration.

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.

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November 10, 2021 Filed Nov 30, 2023 22:04 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 260,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-23-000091 · wk-form4a_1701381839.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: No plan indicated

Ownership: Indirect · By Tangney Schweikert Family Trust

Disclosed balance after: 260,000

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 · date: This Form 4/A amends and restates the original Form 4, filed on November 19, 2021, as amended by the Forms 4/A filed on November 19, 2021 and December 8, 2021 (collectively, the "Prior Forms"). This Form 4/A is being filed to (i) correctly report certain transaction dates as November 10, 2021, which were incorrectly reported in the Prior Forms and (ii) include certain transactions, which were inadvertently omitted from one or more of the Prior Forms.

F2 · 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.

F2 · 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 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 10, 2021 Filed Nov 30, 2023 22:04 UTC Amendment
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 100,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-23-000091 · wk-form4a_1701381839.xml · nonDerivative · entry 1

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

Tangney Schweikert Family Trust · CIK 0001868242 · 10% owner

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,000

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 · date: This Form 4/A amends and restates the original Form 4, filed on November 19, 2021, as amended by the Forms 4/A filed on November 19, 2021 and December 8, 2021 (collectively, the "Prior Forms"). This Form 4/A is being filed to (i) correctly report certain transaction dates as November 10, 2021, which were incorrectly reported in the Prior Forms and (ii) include certain transactions, which were inadvertently omitted from one or more of the Prior Forms.

F2 · 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.

F2 · 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.

F3 · ownership.direct: These shares are owned directly by Jeffrey Tangney.

Read SEC document
November 09, 2021 Filed Nov 16, 2021 17:30 UTC
Kleine Joseph B.Chief Commercial Officer
ConversionClass B Common Stock · Derivative 70,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000034 · wf-form4_163710182194518.xml · derivative · entry 4

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 70,000 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.

Read SEC document
November 09, 2021 Filed Nov 16, 2021 17:30 UTC
Kleine Joseph B.Chief Commercial Officer
Exercise / conversionClass B Common Stock · Derivative 70,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000034 · wf-form4_163710182194518.xml · derivative · entry 3

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,000

Underlying: Class A Common Stock · 70,000 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.

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

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

Read SEC document
November 09, 2021 Filed Nov 16, 2021 17:30 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: 0001516513-21-000034 · wf-form4_163710182194518.xml · derivative · entry 2

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,000

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
November 09, 2021 Filed Nov 16, 2021 17:30 UTC
Kleine Joseph B.Chief Commercial Officer
ConversionClass A Common Stock 70,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-21-000034 · wf-form4_163710182194518.xml · nonDerivative · entry 1

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,000

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.

Read SEC document
November 08, 2021 Filed Nov 16, 2021 22:23 UTC
Bryson AnnaChief Financial Officer
ConversionClass B Common Stock · Derivative 29,516 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000033 · wf-form4_163710136107195.xml · derivative · entry 12

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 29,516 shares

Expires not disclosed

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

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

F1 · kind: 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.

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

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

Read SEC document
November 08, 2021 Filed Nov 16, 2021 22:23 UTC
Bryson AnnaChief Financial Officer
Exercise / conversionClass B Common Stock · Derivative 1,048 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000033 · wf-form4_163710136107195.xml · derivative · entry 11

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,516

Underlying: Class A Common Stock · 1,048 shares

Expires not disclosed

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

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

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

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

Read SEC document
November 08, 2021 Filed Nov 16, 2021 22:23 UTC
Bryson AnnaChief Financial Officer
Exercise / conversionClass B Common Stock · Derivative 20,010 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000033 · wf-form4_163710136107195.xml · derivative · entry 10

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,468

Underlying: Class A Common Stock · 20,010 shares

Expires not disclosed

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

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

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

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

Read SEC document
November 08, 2021 Filed Nov 16, 2021 22:23 UTC
Bryson AnnaChief Financial Officer
Exercise / conversionClass B Common Stock · Derivative 1,332 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000033 · wf-form4_163710136107195.xml · derivative · entry 9

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,458

Underlying: Class A Common Stock · 1,332 shares

Expires not disclosed

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

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

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

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

Read SEC document
November 08, 2021 Filed Nov 16, 2021 22:23 UTC
Bryson AnnaChief Financial Officer
Exercise / conversionClass B Common Stock · Derivative 2,126 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000033 · wf-form4_163710136107195.xml · derivative · entry 8

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,126

Underlying: Class A Common Stock · 2,126 shares

Expires not disclosed

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

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

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

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

Read SEC document
November 08, 2021 Filed Nov 16, 2021 22:23 UTC
Bryson AnnaChief Financial Officer
Exercise / conversionClass B Common Stock · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000033 · wf-form4_163710136107195.xml · derivative · entry 7

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Class A Common Stock · 5,000 shares

Expires not disclosed

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

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

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

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

Read SEC document
November 08, 2021 Filed Nov 16, 2021 22:23 UTC
Bryson AnnaChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 1,048 $0.00 Strike: $1.50 $0.00
Disclosure

SEC source: 0001516513-21-000033 · wf-form4_163710136107195.xml · derivative · entry 6

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,952

Underlying: Class B Common Stock · 1,048 shares

Expires 2029-05-14

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

F7 · derivative.exercise_date: The stock option vests in 48 equal monthly installments after May 15, 2019, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on May 15, 2019.

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

Read SEC document
November 08, 2021 Filed Nov 16, 2021 22:23 UTC
Bryson AnnaChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 20,010 $0.00 Strike: $1.54 $0.00
Disclosure

SEC source: 0001516513-21-000033 · wf-form4_163710136107195.xml · derivative · entry 5

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,990

Underlying: Class B Common Stock · 20,010 shares

Expires 2030-06-09

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

F6 · derivative.exercise_date: The stock option vests in 48 equal monthly installments after May 1, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on June 10, 2020.

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

Read SEC document
November 08, 2021 Filed Nov 16, 2021 22:23 UTC
Bryson AnnaChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 1,332 $0.00 Strike: $2.21 $0.00
Disclosure

SEC source: 0001516513-21-000033 · wf-form4_163710136107195.xml · derivative · entry 4

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,668

Underlying: Class B Common Stock · 1,332 shares

Expires 2030-09-28

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_date: The stock option vests in 48 equal monthly installments after August 21, 2021, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on September 29, 2020.

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

Read SEC document
November 08, 2021 Filed Nov 16, 2021 22:23 UTC
Bryson AnnaChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 2,126 $0.00 Strike: $0.82 $0.00
Disclosure

SEC source: 0001516513-21-000033 · wf-form4_163710136107195.xml · derivative · entry 3

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 2,126 shares

Expires 2027-08-28

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 vested as to 1/4th of the shares subject to the stock option on August 21, 2018 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 August 29, 2017 and became fully vested on August 21, 2021.

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

Read SEC document
November 08, 2021 Filed Nov 16, 2021 22:23 UTC
Bryson AnnaChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $1.54 $0.00
Disclosure

SEC source: 0001516513-21-000033 · wf-form4_163710136107195.xml · derivative · entry 2

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Class B Common Stock · 5,000 shares

Expires 2030-06-09

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

F2 · derivative.exercise_date: The stock option vests as to 1/4th of the shares subject to the stock option on May 1, 2021 and the remaining shares vest 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 June 10, 2020.

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

Read SEC document
November 08, 2021 Filed Nov 16, 2021 22:23 UTC
Bryson AnnaChief Financial Officer
ConversionClass A Common Stock 29,516 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-21-000033 · wf-form4_163710136107195.xml · nonDerivative · entry 1

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 104,763

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

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

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

Read SEC document
November 02, 2021 Filed Nov 4, 2021 15:39 UTC
Stein Josh10% owner
ConversionClass B Common Stock · Derivative 518,586 $0.00 $0.00
Disclosure

SEC source: 0001104659-21-134152 · tm2131928-1_4.xml · derivative · entry 4

Threshold Ventures I, L.P. · CIK 0001598990 · 10% owner

Threshold Ventures I Partners Fund, LLC · CIK 0001598991 · 10% owner

Threshold Ventures I General Partner, LLC · CIK 0001598987 · 10% owner

Stein Josh · CIK 0001606417 · 10% owner

Stavropoulos Andreas · CIK 0001613908 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Threshold Ventures I Partners Fund, LLC

Disclosed balance after: 0

Underlying: Class A Common Stock · 518,586 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, par value $0.001 per share (the "Class A Common Stock"), at any time at the option of the holder. Each share of Class B Common Stock held by each 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 such 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.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at any time at the option of the holder. Each share of Class B Common Stock held by each 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 such 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 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at any time at the option of the holder. Each share of Class B Common Stock held by each 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 such 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.

F3 · ownership.direct: These shares are directly held by Threshold Ventures I Partners Fund, LLC ("Threshold I Partners"). Josh Stein and Andreas Stavropoulos, the voting members of Threshold I Partners, may be deemed to have shared voting, investment and dispositive power over the shares held by Threshold I Partners. Such individuals disclaim beneficial ownership of such shares except to the extent of their pecuniary interest therein.

F3 · ownership.nature: These shares are directly held by Threshold Ventures I Partners Fund, LLC ("Threshold I Partners"). Josh Stein and Andreas Stavropoulos, the voting members of Threshold I Partners, may be deemed to have shared voting, investment and dispositive power over the shares held by Threshold I Partners. Such individuals disclaim beneficial ownership of such shares except to the extent of their pecuniary interest therein.

Read SEC document
November 02, 2021 Filed Nov 4, 2021 15:39 UTC
Stein Josh10% owner
ConversionClass B Common Stock · Derivative 4,667,276 $0.00 $0.00
Disclosure

SEC source: 0001104659-21-134152 · tm2131928-1_4.xml · derivative · entry 3

Threshold Ventures I, L.P. · CIK 0001598990 · 10% owner

Threshold Ventures I Partners Fund, LLC · CIK 0001598991 · 10% owner

Threshold Ventures I General Partner, LLC · CIK 0001598987 · 10% owner

Stein Josh · CIK 0001606417 · 10% owner

Stavropoulos Andreas · CIK 0001613908 · 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

Underlying: Class A Common Stock · 4,667,276 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, par value $0.001 per share (the "Class A Common Stock"), at any time at the option of the holder. Each share of Class B Common Stock held by each 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 such 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.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at any time at the option of the holder. Each share of Class B Common Stock held by each 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 such 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 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock, par value $0.001 per share (the "Class A Common Stock"), at any time at the option of the holder. Each share of Class B Common Stock held by each 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 such 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.

F2 · ownership.direct: These shares are directly held by Threshold Ventures I, L.P. ("Threshold I"). Threshold Ventures I General Partner, LLC ("Threshold I GP") is the general partner of Threshold I and may be deemed to have sole voting, investment and dispositive power over the shares held by Threshold I. Threshold I GP may be deemed to have sole voting, investment and dispositive power over the shares held by Threshold I GP. Josh Stein and Andreas Stavropoulos, the managing members of Threshold I GP, may be deemed to have shared voting, investment and dispositive power over such shares. Such individuals and entities disclaim beneficial ownership of such shares except to the extent of their pecuniary interest therein.

Read SEC document
November 02, 2021 Filed Nov 4, 2021 15:39 UTC
Stein Josh10% owner
ConversionClass A Common Stock 518,586 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-21-134152 · tm2131928-1_4.xml · nonDerivative · entry 2

Threshold Ventures I, L.P. · CIK 0001598990 · 10% owner

Threshold Ventures I Partners Fund, LLC · CIK 0001598991 · 10% owner

Threshold Ventures I General Partner, LLC · CIK 0001598987 · 10% owner

Stein Josh · CIK 0001606417 · 10% owner

Stavropoulos Andreas · CIK 0001613908 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Threshold Ventures I Partners Fund, LLC

Disclosed balance after: 518,586

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.

F3 · ownership.direct: These shares are directly held by Threshold Ventures I Partners Fund, LLC ("Threshold I Partners"). Josh Stein and Andreas Stavropoulos, the voting members of Threshold I Partners, may be deemed to have shared voting, investment and dispositive power over the shares held by Threshold I Partners. Such individuals disclaim beneficial ownership of such shares except to the extent of their pecuniary interest therein.

F3 · ownership.nature: These shares are directly held by Threshold Ventures I Partners Fund, LLC ("Threshold I Partners"). Josh Stein and Andreas Stavropoulos, the voting members of Threshold I Partners, may be deemed to have shared voting, investment and dispositive power over the shares held by Threshold I Partners. Such individuals disclaim beneficial ownership of such shares except to the extent of their pecuniary interest therein.

Read SEC document
November 02, 2021 Filed Nov 4, 2021 15:39 UTC
Stein Josh10% owner
ConversionClass A Common Stock 4,667,276 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-21-134152 · tm2131928-1_4.xml · nonDerivative · entry 1

Threshold Ventures I, L.P. · CIK 0001598990 · 10% owner

Threshold Ventures I Partners Fund, LLC · CIK 0001598991 · 10% owner

Threshold Ventures I General Partner, LLC · CIK 0001598987 · 10% owner

Stein Josh · CIK 0001606417 · 10% owner

Stavropoulos Andreas · CIK 0001613908 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,667,276

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 directly held by Threshold Ventures I, L.P. ("Threshold I"). Threshold Ventures I General Partner, LLC ("Threshold I GP") is the general partner of Threshold I and may be deemed to have sole voting, investment and dispositive power over the shares held by Threshold I. Threshold I GP may be deemed to have sole voting, investment and dispositive power over the shares held by Threshold I GP. Josh Stein and Andreas Stavropoulos, the managing members of Threshold I GP, may be deemed to have shared voting, investment and dispositive power over such shares. Such individuals and entities disclaim beneficial ownership of such shares except to the extent of their pecuniary interest therein.

Read SEC document
August 18, 2021 Filed Aug 20, 2021 17:53 UTC
Kleine Joseph B.Chief Commercial Officer
OtherStock Option (Right to Buy) · Derivative 50,000 $0.00 Strike: $1.54 $0.00
Disclosure

SEC source: 0001516513-21-000022 · wf-form4_162949641124391.xml · derivative · entry 11

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class B Common Stock · 50,000 shares

Expires 2030-06-09

F1 · kind: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F1 · shares: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F2 · 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.

F13 · derivative.exercise_date: In the event that the Issuer terminates the Reporting Person's employment without cause, the then-unvested shares subject to the stock option that would have vested during the six months following the Reporting Person's termination will vest and become exercisable.

F15 · derivative.exercise_date: The stock option shall fully vest upon the date that the Board determines that certain target milestones related to the Issuer's bookings plan have been achieved, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. In the event that the target milestones are not achieved on or before March 31, 2021, or if the Board does not otherwise determine that the stock option shall vest in whole or in part on or prior to June 30, 2021, the stock option shall expire. The stock option was granted on June 10, 2020.

F4 · derivative.underlying: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), is convertible into one share of Class A Common Stock, par value $0.001 per share (the "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
August 18, 2021 Filed Aug 20, 2021 17:53 UTC
Kleine Joseph B.Chief Commercial Officer
OtherStock Option (Right to Buy) · Derivative 35,000 $0.00 Strike: $1.54 $0.00
Disclosure

SEC source: 0001516513-21-000022 · wf-form4_162949641124391.xml · derivative · entry 10

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,000

Underlying: Class B Common Stock · 35,000 shares

Expires 2030-06-09

F1 · kind: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F1 · shares: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F2 · 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.

F13 · derivative.exercise_date: In the event that the Issuer terminates the Reporting Person's employment without cause, the then-unvested shares subject to the stock option that would have vested during the six months following the Reporting Person's termination will vest and become exercisable.

F14 · derivative.exercise_date: The stock option vests in 48 equal monthly installments after May 1, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on June 10, 2020.

F4 · derivative.underlying: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), is convertible into one share of Class A Common Stock, par value $0.001 per share (the "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
August 18, 2021 Filed Aug 20, 2021 17:53 UTC
Kleine Joseph B.Chief Commercial Officer
OtherStock Option (Right to Buy) · Derivative 94,922 $0.00 Strike: $1.09 $0.00
Disclosure

SEC source: 0001516513-21-000022 · wf-form4_162949641124391.xml · derivative · entry 9

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 215,078

Underlying: Class B Common Stock · 94,922 shares

Expires 2029-02-12

F1 · kind: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F1 · shares: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F2 · 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.

F12 · derivative.exercise_date: The stock option vests in 48 equal monthly installments following the date that the target milestone related to the achievement of a certain annual contract value in fiscal 2020 was achieved, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on February 13, 2019.

F4 · derivative.underlying: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), is convertible into one share of Class A Common Stock, par value $0.001 per share (the "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
August 18, 2021 Filed Aug 20, 2021 17:53 UTC
Kleine Joseph B.Chief Commercial Officer
OtherStock Option (Right to Buy) · Derivative 145,626 $0.00 Strike: $1.09 $0.00
Disclosure

SEC source: 0001516513-21-000022 · wf-form4_162949641124391.xml · derivative · entry 8

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 114,374

Underlying: Class B Common Stock · 145,626 shares

Expires 2029-02-12

F1 · kind: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F1 · shares: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F2 · 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.

F11 · derivative.exercise_date: The stock option vests in 48 equal monthly installments after February 28, 2019, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on February 13, 2019.

F4 · derivative.underlying: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), is convertible into one share of Class A Common Stock, par value $0.001 per share (the "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
August 18, 2021 Filed Aug 20, 2021 17:53 UTC
Kleine Joseph B.Chief Commercial Officer
OtherStock Option (Right to Buy) · Derivative 4,000 $0.00 Strike: $0.97 $0.00
Disclosure

SEC source: 0001516513-21-000022 · wf-form4_162949641124391.xml · derivative · entry 7

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,000

Underlying: Class B Common Stock · 4,000 shares

Expires 2028-03-28

F1 · kind: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F1 · shares: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F2 · 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.

F10 · derivative.exercise_date: The stock option vested in full upon the achievement of certain performance goals in calendar year 2018 and calendar year 2019, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on March 29, 2018 and became fully vested on February 13, 2019.

F4 · derivative.underlying: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), is convertible into one share of Class A Common Stock, par value $0.001 per share (the "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
August 18, 2021 Filed Aug 20, 2021 17:53 UTC
Kleine Joseph B.Chief Commercial Officer
OtherStock Option (Right to Buy) · Derivative 183,322 $0.00 Strike: $0.97 $0.00
Disclosure

SEC source: 0001516513-21-000022 · wf-form4_162949641124391.xml · derivative · entry 6

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 196,678

Underlying: Class B Common Stock · 183,322 shares

Expires 2028-03-18

F1 · kind: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F1 · shares: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F2 · 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.

F9 · 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, par value $0.001 per share (the "Class B Common Stock"), is convertible into one share of Class A Common Stock, par value $0.001 per share (the "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
August 18, 2021 Filed Aug 20, 2021 17:53 UTC
Kleine Joseph B.Chief Commercial Officer
OtherStock Option (Right to Buy) · Derivative 8,000 $0.00 Strike: $0.72 $0.00
Disclosure

SEC source: 0001516513-21-000022 · wf-form4_162949641124391.xml · derivative · entry 5

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,000

Underlying: Class B Common Stock · 8,000 shares

Expires 2027-03-27

F1 · kind: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F1 · shares: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F2 · 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.

F8 · derivative.exercise_date: The stock option vested in 12 equal monthly installments following the achievement of certain performance goals in calendar year 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 28, 2017 and became fully vested on March 19, 2019.

F4 · derivative.underlying: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), is convertible into one share of Class A Common Stock, par value $0.001 per share (the "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
August 18, 2021 Filed Aug 20, 2021 17:53 UTC
Kleine Joseph B.Chief Commercial Officer
OtherStock Option (Right to Buy) · Derivative 6,400 $0.00 Strike: $0.57 $0.00
Disclosure

SEC source: 0001516513-21-000022 · wf-form4_162949641124391.xml · derivative · entry 4

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,400

Underlying: Class B Common Stock · 6,400 shares

Expires 2026-03-20

F1 · kind: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F1 · shares: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F2 · 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.

F7 · 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 (the "Board") 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, par value $0.001 per share (the "Class B Common Stock"), is convertible into one share of Class A Common Stock, par value $0.001 per share (the "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
August 18, 2021 Filed Aug 20, 2021 17:53 UTC
Kleine Joseph B.Chief Commercial Officer
OtherStock Option (Right to Buy) · Derivative 80,000 $0.00 Strike: $0.72 $0.00
Disclosure

SEC source: 0001516513-21-000022 · wf-form4_162949641124391.xml · derivative · entry 3

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,000

Underlying: Class B Common Stock · 80,000 shares

Expires 2027-02-27

F1 · kind: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F1 · shares: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F2 · 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 vested in 48 equal monthly installments after February 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 February 28, 2017 and became fully vested on February 28, 2021.

F4 · derivative.underlying: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), is convertible into one share of Class A Common Stock, par value $0.001 per share (the "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
August 18, 2021 Filed Aug 20, 2021 17:53 UTC
Kleine Joseph B.Chief Commercial Officer
OtherStock Option (Right to Buy) · Derivative 35,000 $0.00 Strike: $0.72 $0.00
Disclosure

SEC source: 0001516513-21-000022 · wf-form4_162949641124391.xml · derivative · entry 2

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,000

Underlying: Class B Common Stock · 35,000 shares

Expires 2026-11-08

F1 · kind: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F1 · shares: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F2 · 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 in 48 equal monthly installments after November 9, 2016, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on November 9, 2016 and became fully vested on November 9, 2020.

F4 · derivative.underlying: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), is convertible into one share of Class A Common Stock, par value $0.001 per share (the "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
August 18, 2021 Filed Aug 20, 2021 17:53 UTC
Kleine Joseph B.Chief Commercial Officer
OtherStock Option (Right to Buy) · Derivative 140,000 $0.00 Strike: $0.57 $0.00
Disclosure

SEC source: 0001516513-21-000022 · wf-form4_162949641124391.xml · derivative · entry 1

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,000

Underlying: Class B Common Stock · 140,000 shares

Expires 2026-02-23

F1 · kind: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F1 · shares: Represents shares subject to the stock option transferred to the Reporting Person's former spouse pursuant to a divorce decree. The Reporting Person no longer reports as beneficially owned any securities owned by his former spouse.

F2 · 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.

F3 · 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.

F4 · derivative.underlying: Each share of Class B Common Stock, par value $0.001 per share (the "Class B Common Stock"), is convertible into one share of Class A Common Stock, par value $0.001 per share (the "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
August 13, 2021 Filed Aug 17, 2021 22:10 UTC
Bryson AnnaChief Financial Officer
SaleClass A Common Stock 23,359 $75.00 $1,751,948.36
Disclosure

SEC source: 0001516513-21-000019 · wf-form4_162923824018526.xml · nonDerivative · entry 1

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,247

F1 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $75.0000 to $75.0200 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
August 13, 2021 Filed Aug 17, 2021 18:09 UTC
Kleine Joseph B.Chief Commercial Officer
ConversionClass B Common Stock · Derivative 30,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000018 · wf-form4_162923815852645.xml · derivative · entry 18

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 30,000 shares

Expires not disclosed

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

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

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

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

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

Read SEC document
August 13, 2021 Filed Aug 17, 2021 18:09 UTC
Kleine Joseph B.Chief Commercial Officer
ConversionClass B Common Stock · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000018 · wf-form4_162923815852645.xml · derivative · entry 17

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,000

Underlying: Class A Common Stock · 20,000 shares

Expires not disclosed

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

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

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

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

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

Read SEC document
August 13, 2021 Filed Aug 17, 2021 18:09 UTC
Kleine Joseph B.Chief Commercial Officer
ConversionClass B Common Stock · Derivative 50,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000018 · wf-form4_162923815852645.xml · derivative · entry 16

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Class A Common Stock · 50,000 shares

Expires not disclosed

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

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

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

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

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

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August 13, 2021 Filed Aug 17, 2021 18:09 UTC
Kleine Joseph B.Chief Commercial Officer
ConversionClass B Common Stock · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-21-000018 · wf-form4_162923815852645.xml · derivative · entry 15

Kleine Joseph B. · CIK 0001511114 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,000

Underlying: Class A Common Stock · 100,000 shares

Expires not disclosed

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

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

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

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

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

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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.