DOCU

SEC source: 0001261333-20-000058 · wf-form4_158716596861777.xml · nonDerivative · entry 1

SHERIDAN MICHAEL J · CIK 0001229077 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 637,451

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units.

F2 · balance_after: Securities Beneficially Owned includes shares acquired pursuant to Issuer's employee stock purchase plan in a transaction exempt under Rule 16b-3.

SEC source: 0001261333-20-000056 · wf-form4_158716592830791.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 461,835

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units.

SEC source: 0001261333-20-000051 · wf-form4_158716529196839.xml · nonDerivative · entry 1

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 182,967

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units.

SEC source: 0001261333-20-000017 · wf-form4_158413512212970.xml · nonDerivative · entry 6

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 475,852

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F7 · price: The shares were sold at prices ranging from $79.57 to $79.76. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0001261333-20-000017 · wf-form4_158413512212970.xml · nonDerivative · entry 5

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 475,964

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F6 · price: The shares were sold at prices ranging from $78.54 to $79.46. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0001261333-20-000017 · wf-form4_158413512212970.xml · nonDerivative · entry 4

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 476,301

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F5 · price: The shares were sold at prices ranging from $77.53 to $78.51. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0001261333-20-000017 · wf-form4_158413512212970.xml · nonDerivative · entry 3

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 476,660

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F4 · price: The shares were sold at prices ranging from $76.50 to $77.43. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0001261333-20-000017 · wf-form4_158413512212970.xml · nonDerivative · entry 2

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 476,958

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F3 · price: The shares were sold at prices ranging from $75.44 to $76.42. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0001261333-20-000017 · wf-form4_158413512212970.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 477,339

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F2 · price: The shares were sold at prices ranging from $74.40 to $75.33. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0001261333-20-000006 · wf-form4_158224325774814.xml · nonDerivative · entry 1

Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 145,786

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F2 · price: The shares were sold at prices ranging from $88.59 to $89.40. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0001261333-20-000004 · wf-form4_158172069470566.xml · nonDerivative · entry 3

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 477,852

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

SEC source: 0001261333-20-000004 · wf-form4_158172069470566.xml · nonDerivative · entry 2

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 477,980

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F3 · price: The shares were sold at prices ranging from $85.28 to $86.03. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0001261333-20-000004 · wf-form4_158172069470566.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 478,788

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F2 · price: The shares were sold at prices ranging from $84.27 to $85.18. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0001261333-20-000019 · wf-form5_158413602532925.xml · nonDerivative · entry 4

Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Second Child's Trust

Disclosed balance after: 486

F2 · kind: This transaction involved a gift of securities by the Reporting Person to a trust for the benefit of her second child, who shares the Reporting Person's household. The Reporting Person disclaims beneficial ownership of the shares held in the second child's trust, and this report should not be deemed an admission that the Reporting Person is the beneficial owner of the shares held in the trust for purposes of Section 16 or for any other purpose.

SEC source: 0001261333-21-000008 · wf-form5a_161197191777964.xml · nonDerivative · entry 3

SHERIDAN MICHAEL J · CIK 0001229077 · Former Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 631,440

F1 · shares: Represents an unreported gift of Common Stock made by the Reporting Person. The Reporting Person's total holdings reflected in Column 5 of Table I of Forms 4 filed on April 17, 2020, June 11, 2020 and June 17, 2020 do not reflect the disposition of shares of Common Stock in connection with gifts reported in this Form 5.

SEC source: 0001261333-21-000004 · wf-form5_161195847928839.xml · nonDerivative · entry 3

SHERIDAN MICHAEL J · CIK 0001229077 · Former Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 631,440

F1 · shares: Represents an unreported gift of Common Stock made by the Reporting Person. The Reporting Person's total holdings reflected in Column 5 of Table I of Forms 4 filed on April 17, 2020, June 11, 2020 and June 17, 2020 do not reflect the disposition of shares of Common Stock in connection with gifts reported in this Form 5.

SEC source: 0001261333-21-000008 · wf-form5a_161197191777964.xml · nonDerivative · entry 2

SHERIDAN MICHAEL J · CIK 0001229077 · Former Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 633,368

F1 · shares: Represents an unreported gift of Common Stock made by the Reporting Person. The Reporting Person's total holdings reflected in Column 5 of Table I of Forms 4 filed on April 17, 2020, June 11, 2020 and June 17, 2020 do not reflect the disposition of shares of Common Stock in connection with gifts reported in this Form 5.

SEC source: 0001261333-21-000004 · wf-form5_161195847928839.xml · nonDerivative · entry 2

SHERIDAN MICHAEL J · CIK 0001229077 · Former Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 633,368

F1 · shares: Represents an unreported gift of Common Stock made by the Reporting Person. The Reporting Person's total holdings reflected in Column 5 of Table I of Forms 4 filed on April 17, 2020, June 11, 2020 and June 17, 2020 do not reflect the disposition of shares of Common Stock in connection with gifts reported in this Form 5.

SEC source: 0001261333-20-000019 · wf-form5_158413602532925.xml · nonDerivative · entry 3

Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 144,814

SEC source: 0001261333-20-000019 · wf-form5_158413602532925.xml · nonDerivative · entry 2

Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By First Child's Trust

Disclosed balance after: 486

F1 · kind: This transaction involved a gift of securities by the Reporting Person to a trust for the benefit of her first child, who shares the Reporting Person's household. The Reporting Person disclaims beneficial ownership of the shares held in the first child's trust, and this report should not be deemed an admission that the Reporting Person is the beneficial owner of the shares held in the trust for purposes of Section 16 or for any other purpose.

SEC source: 0001261333-20-000019 · wf-form5_158413602532925.xml · nonDerivative · entry 1

Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 145,300

SEC source: 0000899243-20-000960 · doc4.xml · nonDerivative · entry 1

Salem Enrique T · CIK 0001295402 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 3,372,351

F1 · ownership.nature: Represents shares of Common Stock held directly by BCIP Venture Associates ("BCIP Venture"), BCIP Venture Associates-B ("BCIP Venture-B"), BCIP Venture Associates II, L.P. ("BCIP Venture II"), BCIP Venture Associates II-B, L.P. ("BCIP Venture II-B"), Bain Capital Venture Fund 2012, L.P. ("Venture 2012"), Bain Capital Venture Fund 2014, L.P. ("Venture 2014") and Bain Capital Venture Coinvestment Fund, L.P. ("Coinvestment" and, collectively, the "Bain Venture Entities").

F2 · ownership.nature: Bain Capital Venture Investors, LLC ("BCVI") is the ultimate general partner of each of Venture 2012, Venture 2014 and Coinvestment and governs the investment strategy and decision making process with respect to investments held by each of BCIP Venture, BCIP Venture-B, BCIP Venture II and BCIP Venture II-B. Mr. Salem is a member of the Executive Committee and a Managing Director of BCVI. By virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the shares of Common Stock held by the Bain Venture Entities. Mr. Salem disclaims beneficial ownership except to the extent of his pecuniary interest therein.

SEC source: 0001261333-20-000002 · wf-form4_157869678580738.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 479,852

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F2 · price: The shares were sold at prices ranging from $74.87 to $75.36. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0000899243-20-000825 · doc4.xml · nonDerivative · entry 1

Salem Enrique T · CIK 0001295402 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 4,094,998

F1 · ownership.nature: Represents shares of Common Stock held directly by BCIP Venture Associates ("BCIP Venture"), BCIP Venture Associates-B ("BCIP Venture-B"), BCIP Venture Associates II, L.P. ("BCIP Venture II"), BCIP Venture Associates II-B, L.P. ("BCIP Venture II-B"), Bain Capital Venture Fund 2012, L.P. ("Venture 2012"), Bain Capital Venture Fund 2014, L.P. ("Venture 2014") and Bain Capital Venture Coinvestment Fund, L.P. ("Coinvestment" and, collectively, the "Bain Venture Entities").

F2 · ownership.nature: Bain Capital Venture Investors, LLC ("BCVI") is the ultimate general partner of each of Venture 2012, Venture 2014 and Coinvestment and governs the investment strategy and decision making process with respect to investments held by each of BCIP Venture, BCIP Venture-B, BCIP Venture II and BCIP Venture II-B. Mr. Salem is a member of the Executive Committee and a Managing Director of BCVI. By virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the shares of Common Stock held by the Bain Venture Entities. Mr. Salem disclaims beneficial ownership except to the extent of his pecuniary interest therein.

SEC source: 0001209191-20-002417 · doc4.xml · nonDerivative · entry 7

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Childrens' Trusts

Disclosed balance after: 48,910

F7 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $74.32 and the highest price at which shares were sold was $75.25.

SEC source: 0001209191-20-002417 · doc4.xml · nonDerivative · entry 6

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 164,894

F6 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $75.44 and the highest price at which shares were sold was $75.78.

SEC source: 0001209191-20-002417 · doc4.xml · nonDerivative · entry 5

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 177,833

F5 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $74.44 and the highest price at which shares were sold was $75.43. The reporting person undertakes to provide upon request to the staff of the Securities Exchange Commission, the issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the ranges set forth in footnotes (5), (6) and (7) to this Form 4.

SEC source: 0001209191-20-002417 · doc4.xml · nonDerivative · entry 4

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Family Partnership

Disclosed balance after: 176,721

F4 · shares: Represents 57,230 shares of common stock received by Solvik Family Partners L.P. Fund 2 through pro-rata in-kind distributions without consideration as follows: (a) 3,069 shares received from Sigma Partners 7, L.P., (b) 43,716 shares received from Sigma Management 7, L.L.C., and (c) 10,445 shares received from Sigma Associates 7, L.P.

SEC source: 0001209191-20-002417 · doc4.xml · nonDerivative · entry 3

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Sigma Management 7, L.L.C.

Disclosed balance after: 0

F3 · shares: Represents a pro-rata in-kind distribution of 397,426 shares of common stock by Sigma Management 7, L.L.C. to its members.

SEC source: 0001209191-20-002417 · doc4.xml · nonDerivative · entry 2

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Sigma Management 7, L.L.C.

Disclosed balance after: 397,426

F2 · shares: Represents 397,426 shares of common stock received by Sigma Management 7, L.L.C. through pro-rata in-kind distributions without consideration as follows: (a) 394,691 shares received from Sigma Partners 7, L.P., and (b) 2,735 shares received from Sigma Investors 7, L.P. Sigma Management 7, L.L.C. has sole voting and investment power over these shares. Robert Davoli, Fahri Diner, Lawrence G. Finch, Gregory Gretsch, John Mandile, Peter Solvik, Robert Spinner and Wade Woodson, as managing members of Sigma Management 7, L.L.C., share this power.

SEC source: 0001209191-20-002417 · doc4.xml · nonDerivative · entry 1

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote (1)

Disclosed balance after: 0

F1 · shares: Represents pro-rata in-kind distributions without consideration as follows: (a) 1,687,973 shares of common stock distributed by Sigma Partners 7, L.P. to its partners, (b) 109,352 shares of common stock distributed by Sigma Associates 7, L.P. to its partners, and (c) 20,487 shares of common stock distributed by Sigma Investors 7, L.P. to its partners.

SEC source: 0001261333-21-000008 · wf-form5a_161197191777964.xml · nonDerivative · entry 1

SHERIDAN MICHAEL J · CIK 0001229077 · Former Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 633,768

F1 · shares: Represents an unreported gift of Common Stock made by the Reporting Person. The Reporting Person's total holdings reflected in Column 5 of Table I of Forms 4 filed on April 17, 2020, June 11, 2020 and June 17, 2020 do not reflect the disposition of shares of Common Stock in connection with gifts reported in this Form 5.

SEC source: 0001261333-21-000004 · wf-form5_161195847928839.xml · nonDerivative · entry 1

SHERIDAN MICHAEL J · CIK 0001229077 · Former Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 633,768

F1 · shares: Represents an unreported gift of Common Stock made by the Reporting Person. The Reporting Person's total holdings reflected in Column 5 of Table I of Forms 4 filed on April 17, 2020, June 11, 2020 and June 17, 2020 do not reflect the disposition of shares of Common Stock in connection with gifts reported in this Form 5.

SEC source: 0001261333-19-000132 · wf-form4_157774590291560.xml · derivative · entry 3

Hinshaw John M · CIK 0001534787 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 40,000 shares

Expires 2024-12-11

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

F2 · derivative.exercise_date: This stock option was fully vested on the transaction date.

SEC source: 0001261333-19-000132 · wf-form4_157774590291560.xml · nonDerivative · entry 2

Hinshaw John M · CIK 0001534787 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,053

F1 · price: The shares were sold at prices ranging from $74.30 to $74.65. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0001261333-19-000132 · wf-form4_157774590291560.xml · nonDerivative · entry 1

Hinshaw John M · CIK 0001534787 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 111,053

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.

SEC source: 0001261333-19-000130 · wf-form4_157687812633858.xml · nonDerivative · entry 2

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 188,233

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F3 · price: The shares were sold at prices ranging from $74.31 to $75.03. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0001261333-19-000130 · wf-form4_157687812633858.xml · nonDerivative · entry 1

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 191,408

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F2 · price: The shares were sold at prices ranging from $73.30 to $74.30. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0001261333-19-000128 · wf-form4_157671708777077.xml · nonDerivative · entry 1

Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,663

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units.

SEC source: 0001261333-19-000126 · wf-form4_157671692435898.xml · nonDerivative · entry 1

Springer Daniel D. · CIK 0001517205 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,177,851

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units.

SEC source: 0001261333-19-000124 · wf-form4_157671676164994.xml · nonDerivative · entry 1

SHERIDAN MICHAEL J · CIK 0001229077 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 640,840

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units.

SEC source: 0001261333-19-000122 · wf-form4_157671659269664.xml · nonDerivative · entry 1

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 199,054

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units.

SEC source: 0001261333-19-000120 · wf-form4_157671644587201.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 481,852

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units.

SEC source: 0001261333-19-000118 · wf-form4_157653638755630.xml · derivative · entry 2

Springer Daniel D. · CIK 0001517205 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,989,822

Underlying: Common Stock · 5,549 shares

Expires 2027-01-22

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 · derivative.exercise_date: Twenty-Five percent of the shares subject to the option vested on January 11, 2018 and the balance of the shares shall vest in equal monthly installments thereafter for 36 months.

SEC source: 0001261333-19-000118 · wf-form4_157653638755630.xml · nonDerivative · entry 1

Springer Daniel D. · CIK 0001517205 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,248,356

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.

SEC source: 0001261333-19-000114 · wf-form4_157627566422949.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 495,770

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F2 · price: The shares were sold at prices ranging from $72.09 to $72.85. The Reporting Person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.

SEC source: 0001261333-19-000112 · wf-form4_157602493004603.xml · derivative · entry 3

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,626

Underlying: Common Stock · 32,000 shares

Expires 2024-01-31

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

F2 · derivative.exercise_date: This stock option was fully vested on the transaction date.

SEC source: 0001261333-19-000112 · wf-form4_157602493004603.xml · nonDerivative · entry 2

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,078

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

SEC source: 0001261333-19-000112 · wf-form4_157602493004603.xml · nonDerivative · entry 1

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 238,078

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.

SEC source: 0001261333-19-000110 · wf-form4_157567170563555.xml · derivative · entry 4

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 121,626

Underlying: Common Stock · 8,000 shares

Expires 2024-01-31

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

F4 · derivative.exercise_date: This stock option was fully vested on the transaction date.