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Doximity, Inc.

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1570
SEC CIK
0001516513
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225

Last 12 months

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0 purchase rows · 20 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202502
Dec 202501
Jan 202601
Feb 202602
Mar 202602
Apr 202601
May 202602
Jun 202601
Jul 202601
Aug 202603
Sep 202603
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
March 03, 2025 Filed Mar 5, 2025 21:05 UTC ConversionClass B Common Stock · Derivative 2,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-25-000032 · wk-form4_1741208726.xml · derivative · entry 5

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,000 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.

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March 03, 2025 Filed Mar 5, 2025 21:05 UTC Exercise / conversionClass B Common Stock · Derivative 2,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-25-000032 · wk-form4_1741208726.xml · derivative · entry 4

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Class A Common Stock · 2,000 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.

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March 03, 2025 Filed Mar 5, 2025 21:05 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 2,000 $0.00 Strike: $1.54 $0.00
Disclosure

SEC source: 0001516513-25-000032 · wk-form4_1741208726.xml · derivative · entry 3

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 485,700

Underlying: Class B Common Stock · 2,000 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.

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

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

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March 03, 2025 Filed Mar 5, 2025 21:05 UTC SaleClass A Common Stock 2,000 $70.89 $141,780.00
Disclosure

SEC source: 0001516513-25-000032 · wk-form4_1741208726.xml · nonDerivative · entry 2

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,618

F2 · kind: The sales reported in this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2024.

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March 03, 2025 Filed Mar 5, 2025 21:05 UTC ConversionClass A Common Stock 2,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-25-000032 · wk-form4_1741208726.xml · nonDerivative · entry 1

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 18,618

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.

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February 15, 2025 Filed Feb 18, 2025 23:58 UTC
Bryson AnnaChief Financial Officer
Tax withholdingClass A Common Stock 5,121 $77.07 $394,675.47
Disclosure

SEC source: 0001516513-25-000030 · wk-form4_1739923092.xml · nonDerivative · entry 1

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 324,265

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

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February 15, 2025 Filed Feb 18, 2025 23:57 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 8,474 $77.07 $653,091.18
Disclosure

SEC source: 0001516513-25-000029 · wk-form4_1739923055.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,096,675

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

F2 · balance_after: Includes 209 shares of Class A Common Stock received as a pro rata distribution in kind, for no consideration, on December 5, 2024 from Emergence Capital Opportunity I, L.P., of which the Reporting Person is a non-managing limited partner. Such pro rata distribution in kind was made in accordance with the exemption afforded by Rule 16a-9 of the Securities Exchange Act of 1934, as amended.

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February 12, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 13,052 $75.83 $989,673.12
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.xml · nonDerivative · entry 12

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

Tangney Schweikert Family Trust · CIK 0001868242 · 10% owner

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,104,940

F14 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $75.8000 to $75.8700 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.

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

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February 12, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 474,448 $75.33 $35,738,080.27
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.xml · nonDerivative · entry 11

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

Tangney Schweikert Family Trust · CIK 0001868242 · 10% owner

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,117,992

F13 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $74.8000 to $75.7900 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.

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

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February 12, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 27,433 $75.33 $2,066,519.66
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.xml · nonDerivative · entry 10

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

Tangney Schweikert Family Trust · CIK 0001868242 · 10% owner

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,592,440

F12 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $75.1300 to $75.6300 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.

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

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February 12, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 260,624 $74.86 $19,511,407.26
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.xml · nonDerivative · entry 9

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

Tangney Schweikert Family Trust · CIK 0001868242 · 10% owner

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,619,873

F11 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $74.1300 to $75.1200 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.

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

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February 12, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
GiftClass A Common Stock 200,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.xml · nonDerivative · entry 8

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

Tangney Schweikert Family Trust · CIK 0001868242 · 10% owner

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

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Tangney Schweikert Family Trust

Disclosed balance after: 0

F10 · kind: Represents a bona fide gift of shares of Class A Common Stock to a charitable donor advised fund.

F6 · 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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February 12, 2025 Filed Feb 13, 2025 21:08 UTC SaleClass A Common Stock 2,889 $75.19 $217,209.47
Disclosure

SEC source: 0001516513-25-000026 · wk-form4_1739480886.xml · nonDerivative · entry 1

Yang Watkin Phoebe L. · CIK 0001940538 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,729

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:05 UTC
Spain KevinDirector
ConversionClass B Common Stock · Derivative 2,410,273 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-021163 · ownership.xml · derivative · entry 6

Spain Kevin · CIK 0001586891 · Director

10b5-1 filing: No plan indicated

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

Disclosed balance after: 2,410,273

Underlying: Class A Common Stock · 2,410,273 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, and has no expiration. Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the holder; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the IPO; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

F1 · kind: On February 12, 2025, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 2,410,273 shares of the Issuer's Class B Common Stock into 2,410,273 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 2,410,273 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (507,135 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

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

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

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

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February 12, 2025 Filed Feb 14, 2025 21:05 UTC
Spain KevinDirector
OtherClass A Common Stock 193,750 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-021163 · ownership.xml · nonDerivative · entry 3

Spain Kevin · CIK 0001586891 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emergence Capital Opportunity I, L.P.

Disclosed balance after: 387,500

F3 · kind: On February 12, 2025, Emergence Capital Opportunity I, L.P. ("ECO I") distributed in-kind, without consideration, 193,750 shares of Class A Common Stock pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F3 · price: On February 12, 2025, Emergence Capital Opportunity I, L.P. ("ECO I") distributed in-kind, without consideration, 193,750 shares of Class A Common Stock pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F4 · ownership.nature: These shares are held directly by ECO I. The sole general partner of ECO I is Emergence Equity Partners VI, L.P. ("EEP VI"), and the sole general partner of EEP VI is EGP. The Reporting Person is a member of EEP VI. The Reporting Person disclaims Section 16 beneficial ownership of the shares held by ECO I, except to the extent, if any, of his pecuniary interest therein, and this report shall not be deemed an admission that he is the beneficial owner of such shares for Section 16 or any other purpose.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:05 UTC
Spain KevinDirector
OtherClass A Common Stock 2,410,273 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-021163 · ownership.xml · nonDerivative · entry 2

Spain Kevin · CIK 0001586891 · Director

10b5-1 filing: No plan indicated

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

Disclosed balance after: 0

F1 · kind: On February 12, 2025, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 2,410,273 shares of the Issuer's Class B Common Stock into 2,410,273 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 2,410,273 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (507,135 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · price: On February 12, 2025, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 2,410,273 shares of the Issuer's Class B Common Stock into 2,410,273 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 2,410,273 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (507,135 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

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

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February 12, 2025 Filed Feb 14, 2025 21:05 UTC
Spain KevinDirector
ConversionClass A Common Stock 2,410,273 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-021163 · ownership.xml · nonDerivative · entry 1

Spain Kevin · CIK 0001586891 · Director

10b5-1 filing: No plan indicated

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

Disclosed balance after: 2,410,273

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

F1 · kind: On February 12, 2025, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 2,410,273 shares of the Issuer's Class B Common Stock into 2,410,273 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 2,410,273 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (507,135 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · price: On February 12, 2025, Emergence Capital Partners II, L.P. ("ECP II") converted in the aggregate 2,410,273 shares of the Issuer's Class B Common Stock into 2,410,273 shares of the Issuer's Class A Common Stock. Subsequently on the same date, ECP II distributed in-kind, without consideration, all 2,410,273 shares of Class A Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Upon receipt by EEP II of its pro rata interest of the distribution (507,135 shares of Class A Common Stock), EEP II distributed in-kind, without consideration, all such shares pro-rata to its limited partners in accordance with the exemptions under Rule 16a-9 and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

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

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:06 UTC
Bryson AnnaChief Financial Officer
ConversionClass B Common Stock · Derivative 95,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-25-000023 · wk-form4_1739480765.xml · derivative · entry 9

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 95,000 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.

F9 · 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.

F9 · 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.

F9 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:06 UTC
Bryson AnnaChief Financial Officer
Exercise / conversionClass B Common Stock · Derivative 95,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-25-000023 · wk-form4_1739480765.xml · derivative · entry 8

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 95,000

Underlying: Class A Common Stock · 95,000 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.

F9 · 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.

F9 · 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.

F9 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:06 UTC
Bryson AnnaChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 95,000 $0.00 Strike: $8.26 $0.00
Disclosure

SEC source: 0001516513-25-000023 · wk-form4_1739480765.xml · derivative · entry 7

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 382,268

Underlying: Class B Common Stock · 95,000 shares

Expires 2031-02-04

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.

F8 · derivative.exercise_date: The stock option vests in 60 equal monthly installments after February 1, 2021, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on February 5, 2021.

F9 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:06 UTC
Bryson AnnaChief Financial Officer
SaleClass A Common Stock 1,400 $79.58 $111,414.94
Disclosure

SEC source: 0001516513-25-000023 · wk-form4_1739480765.xml · nonDerivative · entry 6

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 329,386

F2 · kind: The sales reported in this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2024.

F7 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $79.0000 to $79.9600 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
February 11, 2025 Filed Feb 13, 2025 21:06 UTC
Bryson AnnaChief Financial Officer
SaleClass A Common Stock 4,562 $78.20 $356,762.09
Disclosure

SEC source: 0001516513-25-000023 · wk-form4_1739480765.xml · nonDerivative · entry 5

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 330,786

F2 · kind: The sales reported in this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2024.

F6 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $77.6800 to $78.3900 per share, inclusive. The Reporting Person undertakes to provide the Issuer, a security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:06 UTC
Bryson AnnaChief Financial Officer
SaleClass A Common Stock 12,380 $76.82 $951,008.08
Disclosure

SEC source: 0001516513-25-000023 · wk-form4_1739480765.xml · nonDerivative · entry 4

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 335,348

F2 · kind: The sales reported in this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2024.

F5 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $76.5200 to $77.5000 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
February 11, 2025 Filed Feb 13, 2025 21:06 UTC
Bryson AnnaChief Financial Officer
SaleClass A Common Stock 60,503 $75.93 $4,594,010.94
Disclosure

SEC source: 0001516513-25-000023 · wk-form4_1739480765.xml · nonDerivative · entry 3

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 347,728

F2 · kind: The sales reported in this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2024.

F4 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $75.5100 to $76.5000 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
February 11, 2025 Filed Feb 13, 2025 21:06 UTC
Bryson AnnaChief Financial Officer
SaleClass A Common Stock 16,155 $75.00 $1,211,594.31
Disclosure

SEC source: 0001516513-25-000023 · wk-form4_1739480765.xml · nonDerivative · entry 2

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 408,231

F2 · kind: The sales reported in this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2024.

F3 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $74.4900 to $75.4700 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
February 11, 2025 Filed Feb 13, 2025 21:06 UTC
Bryson AnnaChief Financial Officer
ConversionClass A Common Stock 95,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-25-000023 · wk-form4_1739480765.xml · nonDerivative · entry 1

Bryson Anna · CIK 0001865395 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 424,386

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

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

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

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 178,334 $0.00 $0.00
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.xml · derivative · entry 17

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: 3,921,666

Underlying: Class A Common Stock · 178,334 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.

F16 · 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.

F16 · 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.

F16 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

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

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
Exercise / conversionClass B Common Stock · Derivative 178,334 $0.00 $0.00
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.xml · derivative · entry 16

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

Tangney Schweikert Family Trust · CIK 0001868242 · 10% owner

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,100,000

Underlying: Class A Common Stock · 178,334 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.

F16 · 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.

F16 · 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.

F16 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

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

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
Exercise / conversionStock Option (Right to Buy) · Derivative 70,000 $0.00 Strike: $0.97 $0.00
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.xml · derivative · entry 15

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: 776,000

Underlying: Class B Common Stock · 70,000 shares

Expires 2028-03-28

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.

F18 · derivative.exercise_date: The stock option vested in 48 equal monthly installments after March 11, 2018, subject to Mr. Tangney's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on March 29, 2018.

F16 · 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.

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

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
Exercise / conversionStock Option (Right to Buy) · Derivative 8,334 $0.00 Strike: $0.60 $0.00
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.xml · derivative · entry 14

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: 0

Underlying: Class B Common Stock · 8,334 shares

Expires 2026-06-20

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

F17 · derivative.exercise_date: The stock option vested subject to a time-based and performance-based vesting schedule. The stock option vested in 12 equal monthly installments after March 27, 2020 and became exercisable upon the date that the Issuer's Board of Directors (the "Board") determined that the company-wide performance goals established for calendar year 2019 were achieved. The stock option was granted on June 21, 2016.

F16 · 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.

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

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
Exercise / conversionStock Option (Right to Buy) · Derivative 100,000 $0.00 Strike: $0.60 $0.00
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.xml · derivative · entry 13

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: 0

Underlying: Class B Common Stock · 100,000 shares

Expires 2026-06-20

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

F15 · derivative.exercise_date: The stock option vested subject to a time-based and performance-based vesting schedule. The stock option vested in 12 equal monthly installments following the date that the Board determined Mr. Tangney met certain goals related to revenue, corporate governance, IPO readiness and member engagement; the Board determined such date to be March 31, 2021, subject to Mr. Tangney's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on June 21, 2016.

F16 · 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.

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

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 600 $78.86 $47,313.60
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.xml · nonDerivative · 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: 200,000

F9 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $78.7500 to $78.9650 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.

F6 · 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
February 11, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 20,482 $78.05 $1,598,577.09
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.xml · nonDerivative · 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: Indirect · By Tangney Schweikert Family Trust

Disclosed balance after: 200,600

F8 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $77.6800 to $78.6000 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.

F6 · 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
February 11, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 18,158 $76.90 $1,396,361.09
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.xml · nonDerivative · entry 5

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

Tangney Schweikert Family Trust · CIK 0001868242 · 10% owner

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

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Tangney Schweikert Family Trust

Disclosed balance after: 221,082

F7 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $76.4700 to $77.3600 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.

F6 · 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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February 11, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 10,760 $75.75 $815,101.20
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.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: Indirect · By Tangney Schweikert Family Trust

Disclosed balance after: 239,240

F5 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $75.4300 to $76.2500 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.

F6 · 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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February 11, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 19,226 $76.21 $1,465,126.94
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.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: Direct

Disclosed balance after: 2,880,497

F4 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $76.1300 to $76.4100 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.

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

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February 11, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 159,108 $75.83 $12,065,525.59
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.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: Direct

Disclosed balance after: 2,899,723

F3 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $75.1300 to $76.1200 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.

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

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February 11, 2025 Filed Feb 13, 2025 21:05 UTC
Tangney JeffreyDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 178,334 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-25-000022 · wk-form4_1739480723.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: 3,058,831

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

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

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

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

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February 11, 2025 Filed Feb 13, 2025 21:06 UTC ConversionClass B Common Stock · Derivative 2,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-25-000024 · wk-form4_1739480805.xml · derivative · entry 8

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,000 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 · 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.

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.

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February 11, 2025 Filed Feb 13, 2025 21:06 UTC Exercise / conversionClass B Common Stock · Derivative 2,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-25-000024 · wk-form4_1739480805.xml · derivative · entry 7

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Class A Common Stock · 2,000 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.

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.

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February 11, 2025 Filed Feb 13, 2025 21:06 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 2,000 $0.00 Strike: $1.54 $0.00
Disclosure

SEC source: 0001516513-25-000024 · wk-form4_1739480805.xml · derivative · entry 6

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 487,700

Underlying: Class B Common Stock · 2,000 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.

F6 · derivative.exercise_date: The stock option vested in 36 equal monthly installments after March 27, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on June 10, 2020.

F7 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

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February 11, 2025 Filed Feb 13, 2025 21:06 UTC SaleClass A Common Stock 100 $79.95 $7,995.00
Disclosure

SEC source: 0001516513-25-000024 · wk-form4_1739480805.xml · nonDerivative · entry 5

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,618

F2 · kind: The sales reported in this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2024.

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February 11, 2025 Filed Feb 13, 2025 21:06 UTC SaleClass A Common Stock 767 $78.19 $59,974.11
Disclosure

SEC source: 0001516513-25-000024 · wk-form4_1739480805.xml · nonDerivative · entry 4

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,718

F2 · kind: The sales reported in this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2024.

F5 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $77.8500 to $78.3900 per share, inclusive. The Reporting Person undertakes to provide the Issuer, a security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:06 UTC SaleClass A Common Stock 202 $76.99 $15,552.69
Disclosure

SEC source: 0001516513-25-000024 · wk-form4_1739480805.xml · nonDerivative · entry 3

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,485

F2 · kind: The sales reported in this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2024.

F4 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $76.7700 to $77.2200 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
February 11, 2025 Filed Feb 13, 2025 21:06 UTC SaleClass A Common Stock 931 $76.12 $70,863.25
Disclosure

SEC source: 0001516513-25-000024 · wk-form4_1739480805.xml · nonDerivative · entry 2

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,687

F2 · kind: The sales reported in this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2024.

F3 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $75.5100 to $76.4400 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
February 11, 2025 Filed Feb 13, 2025 21:06 UTC ConversionClass A Common Stock 2,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001516513-25-000024 · wk-form4_1739480805.xml · nonDerivative · entry 1

Wampler Kira Scherer · CIK 0001862897 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 18,618

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

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

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

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:07 UTC ConversionClass B Common Stock · Derivative 40,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-25-000025 · wk-form4_1739480840.xml · derivative · entry 9

Benjamin Regina M. · CIK 0001594511 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 40,000 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.

F8 · 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.

F8 · 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.

F8 · 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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February 11, 2025 Filed Feb 13, 2025 21:07 UTC Exercise / conversionClass B Common Stock · Derivative 40,000 $0.00 $0.00
Disclosure

SEC source: 0001516513-25-000025 · wk-form4_1739480840.xml · derivative · entry 8

Benjamin Regina M. · CIK 0001594511 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,000

Underlying: Class A Common Stock · 40,000 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.

F8 · 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.

F8 · 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.

F8 · 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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February 11, 2025 Filed Feb 13, 2025 21:07 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 40,000 $0.00 Strike: $2.21 $0.00
Disclosure

SEC source: 0001516513-25-000025 · wk-form4_1739480840.xml · derivative · entry 7

Benjamin Regina M. · CIK 0001594511 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 381,138

Underlying: Class B Common Stock · 40,000 shares

Expires 2030-09-01

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

F7 · derivative.exercise_date: The stock option vested in 36 equal monthly installments after September 2, 2020, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. The stock option was granted on September 2, 2020.

F8 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock, except for certain permitted transfers described in the Issuer's amended and restated certificate of incorporation; (2) the death or incapacity of the Reporting Person; and (3) on the final conversion date, defined as the earlier of (a) the tenth anniversary of the effectiveness of the registration statement in connection with the Issuer's initial public offering; or (b) the date specified by a vote of the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, voting as a single class.

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February 11, 2025 Filed Feb 13, 2025 21:07 UTC SaleClass A Common Stock 700 $79.67 $55,769.98
Disclosure

SEC source: 0001516513-25-000025 · wk-form4_1739480840.xml · nonDerivative · entry 6

Benjamin Regina M. · CIK 0001594511 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,618

F6 · price: The price represents the weighted-average price of the shares sold in multiple transactions ranging from $79.0000 to $79.9500 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

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