Last 12 months
Inside the activity.
0 purchase rows · 77 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 9 |
| Jan 2026 | 0 | 12 |
| Feb 2026 | 0 | 1 |
| Mar 2026 | 0 | 8 |
| Apr 2026 | 0 | 10 |
| May 2026 | 0 | 1 |
| Jun 2026 | 0 | 5 |
| Jul 2026 | 0 | 7 |
| Aug 2026 | 0 | 2 |
| Sep 2026 | 0 | 13 |
| Oct 2026 | 0 | 8 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 04, 2019 Filed Dec 6, 2019 22:35 UTC |
Alhadeff LorenChief Revenue Officer
|
SaleCommon Stock | 500 | $70.79 | $35,395.00 |
DisclosureSEC source: 0001261333-19-000110 · wf-form4_157567170563555.xml · nonDerivative · entry 3 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. F3 · price: The shares were sold at prices ranging from $70.50 to $71.24. 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. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 22:35 UTC |
Alhadeff LorenChief Revenue Officer
|
SaleCommon Stock | 7,500 | $69.69 | $522,675.00 |
DisclosureSEC source: 0001261333-19-000110 · wf-form4_157567170563555.xml · nonDerivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,578 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 $69.23 to $70.20. 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. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 22:35 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionCommon Stock | 8,000 | $4.75 | $38,000.00 |
DisclosureSEC source: 0001261333-19-000110 · wf-form4_157567170563555.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,078 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. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 22:59 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 2,000 | $66.69 | $133,380.00 |
DisclosureSEC source: 0001261333-19-000102 · wf-form4_157385873630602.xml · nonDerivative · entry 1 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497,770 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 22:08 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionOption (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $4.75 | $0.00 |
DisclosureSEC source: 0001261333-19-000100 · wf-form4_157359649356227.xml · derivative · entry 4 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,626 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. Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 22:08 UTC |
Alhadeff LorenChief Revenue Officer
|
SaleCommon Stock | 3,300 | $66.88 | $220,704.00 |
DisclosureSEC source: 0001261333-19-000100 · wf-form4_157359649356227.xml · nonDerivative · entry 3 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. F3 · price: The shares were sold at prices ranging from $66.44 to $67.26. 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. Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 22:08 UTC |
Alhadeff LorenChief Revenue Officer
|
SaleCommon Stock | 4,700 | $65.94 | $309,918.00 |
DisclosureSEC source: 0001261333-19-000100 · wf-form4_157359649356227.xml · nonDerivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,378 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 $65.41 to $66.41. 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. Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 22:08 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionCommon Stock | 8,000 | $4.75 | $38,000.00 |
DisclosureSEC source: 0001261333-19-000100 · wf-form4_157359649356227.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,078 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. Read SEC document |
| October 09, 2019 Filed Oct 11, 2019 21:30 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 2,000 | $65.26 | $130,520.00 |
DisclosureSEC source: 0001261333-19-000098 · wf-form4_157082942091075.xml · nonDerivative · entry 1 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,770 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. Read SEC document |
| October 07, 2019 Filed Oct 9, 2019 23:59 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionOption (Right to Buy) · Derivative | 11,400 | $0.00 Strike: $4.75 | $0.00 |
DisclosureSEC source: 0001261333-19-000096 · wf-form4_157066555560387.xml · derivative · entry 5 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,626 Underlying: Common Stock · 11,400 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. F5 · derivative.exercise_date: This stock option was fully vested on the transaction date. Read SEC document |
| October 07, 2019 Filed Oct 9, 2019 23:59 UTC |
Alhadeff LorenChief Revenue Officer
|
SaleCommon Stock | 9,316 | $65.20 | $607,403.20 |
DisclosureSEC source: 0001261333-19-000096 · wf-form4_157066555560387.xml · nonDerivative · entry 4 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. F4 · price: The shares were sold at prices ranging from $64.83 to $65.58. 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. Read SEC document |
| October 07, 2019 Filed Oct 9, 2019 23:59 UTC |
Alhadeff LorenChief Revenue Officer
|
SaleCommon Stock | 1,361 | $64.17 | $87,335.37 |
DisclosureSEC source: 0001261333-19-000096 · wf-form4_157066555560387.xml · nonDerivative · entry 3 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,394 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 $63.52 to $64.50. 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. Read SEC document |
| October 07, 2019 Filed Oct 9, 2019 23:59 UTC |
Alhadeff LorenChief Revenue Officer
|
SaleCommon Stock | 723 | $62.71 | $45,339.33 |
DisclosureSEC source: 0001261333-19-000096 · wf-form4_157066555560387.xml · nonDerivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,755 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 $62.30 to $63.27. 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. Read SEC document |
| October 07, 2019 Filed Oct 9, 2019 23:59 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionCommon Stock | 11,400 | $4.75 | $54,150.00 |
DisclosureSEC source: 0001261333-19-000096 · wf-form4_157066555560387.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,478 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. Read SEC document |
| September 25, 2019 Filed Sep 27, 2019 00:25 UTC |
Wolberg Kirsten O.Chief Technology & Ops Officer
|
SaleCommon Stock | 4,800 | $61.54 | $295,392.00 |
DisclosureSEC source: 0001261333-19-000094 · wf-form4_156954393907615.xml · nonDerivative · entry 2 Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,890 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan. F3 · price: The shares were sold at prices ranging from $61.00 to $61.82. 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. Read SEC document |
| September 25, 2019 Filed Sep 27, 2019 00:25 UTC |
Wolberg Kirsten O.Chief Technology & Ops Officer
|
SaleCommon Stock | 3,077 | $60.89 | $187,358.53 |
DisclosureSEC source: 0001261333-19-000094 · wf-form4_156954393907615.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,690 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan. F2 · price: The shares were sold at prices ranging from $60.73 to $60.99. 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. Read SEC document |
| September 24, 2019 Filed Sep 27, 2019 00:23 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionOption (Right to Buy) · Derivative | 12,000 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001261333-19-000092 · wf-form4_156954376936477.xml · derivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,927 Underlying: Common Stock · 12,000 shares Expires 2021-12-13 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: Fully vested. Read SEC document |
| September 24, 2019 Filed Sep 27, 2019 00:23 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionCommon Stock | 12,000 | $0.97 | $11,640.00 |
DisclosureSEC source: 0001261333-19-000092 · wf-form4_156954376936477.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,078 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. Read SEC document |
| September 20, 2019 Filed Sep 25, 2019 01:04 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionOption (Right to Buy) · Derivative | 4,600 | $0.00 Strike: $4.75 | $0.00 |
DisclosureSEC source: 0001261333-19-000090 · wf-form4_156937343491205.xml · derivative · entry 3 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,026 Underlying: Common Stock · 4,600 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| September 20, 2019 Filed Sep 25, 2019 01:04 UTC |
Alhadeff LorenChief Revenue Officer
|
SaleCommon Stock | 4,600 | $65.01 | $299,046.00 |
DisclosureSEC source: 0001261333-19-000090 · wf-form4_156937343491205.xml · nonDerivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,078 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan. F2 · price: The shares were sold at prices ranging from $65.00 to $65.03. 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. Read SEC document |
| September 20, 2019 Filed Sep 25, 2019 01:04 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionCommon Stock | 4,600 | $4.75 | $21,850.00 |
DisclosureSEC source: 0001261333-19-000090 · wf-form4_156937343491205.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,678 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. Read SEC document |
| September 17, 2019 Filed Sep 19, 2019 23:59 UTC |
Alhadeff LorenChief Revenue Officer
|
SaleCommon Stock | 10,821 | $61.79 | $668,629.59 |
DisclosureSEC source: 0001261333-19-000088 · wf-form4_156893756417240.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,078 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan. F2 · price: The shares were sold at prices ranging from $61.16 to $62.09. 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. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 01:31 UTC |
Springer Daniel D.Director · President and CEO
|
Tax withholdingCommon Stock | 70,502 | $62.49 | $4,405,669.98 |
DisclosureSEC source: 0001261333-19-000085 · wf-form4_156868387074473.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,242,807 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of PSUs and restricted stock units. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 01:30 UTC |
SHERIDAN MICHAEL JChief Financial Officer
|
Tax withholdingCommon Stock | 30,999 | $62.49 | $1,937,127.51 |
DisclosureSEC source: 0001261333-19-000084 · wf-form4_156868380327863.xml · nonDerivative · entry 1 SHERIDAN MICHAEL J · CIK 0001229077 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646,238 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: Includes 309 shares acquired under the issuer's employee stock purchase plan on September 14, 2019. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 01:32 UTC |
Wolberg Kirsten O.Chief Technology & Ops Officer
|
Tax withholdingCommon Stock | 8,227 | $62.49 | $514,105.23 |
DisclosureSEC source: 0001261333-19-000086 · wf-form4_156868392230072.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,767 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. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 01:28 UTC |
Alhadeff LorenChief Revenue Officer
|
Tax withholdingCommon Stock | 7,024 | $62.49 | $438,929.76 |
DisclosureSEC source: 0001261333-19-000082 · wf-form4_156868366811624.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,899 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. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 01:29 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
Tax withholdingCommon Stock | 13,919 | $62.49 | $869,798.31 |
DisclosureSEC source: 0001261333-19-000083 · wf-form4_156868372920160.xml · nonDerivative · entry 1 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501,770 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. Read SEC document |
| September 11, 2019 Filed Sep 12, 2019 00:41 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 2,000 | $59.50 | $119,000.00 |
DisclosureSEC source: 0001261333-19-000080 · wf-form4_156824886578157.xml · nonDerivative · entry 1 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,689 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan. Read SEC document |
| September 09, 2019 Filed Sep 9, 2019 23:56 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 4,000 | $58.98 | $235,920.00 |
DisclosureSEC source: 0001261333-19-000079 · wf-form4_156807337845020.xml · nonDerivative · entry 1 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,689 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan. Read SEC document |
| September 06, 2019 Filed Sep 9, 2019 23:53 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionOption (Right to Buy) · Derivative | 24,000 | $0.00 Strike: $4.75 | $0.00 |
DisclosureSEC source: 0001261333-19-000078 · wf-form4_156807318032446.xml · derivative · entry 5 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,514 Underlying: Common Stock · 24,000 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. F5 · derivative.exercise_date: Fully vested. Read SEC document |
| September 06, 2019 Filed Sep 9, 2019 23:53 UTC |
Alhadeff LorenChief Revenue Officer
|
SaleCommon Stock | 200 | $57.22 | $11,444.00 |
DisclosureSEC source: 0001261333-19-000078 · wf-form4_156807318032446.xml · nonDerivative · entry 4 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,923 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan. F4 · price: The shares were sold at prices ranging from $57.19 to $57.25. 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. Read SEC document |
| September 06, 2019 Filed Sep 9, 2019 23:53 UTC |
Alhadeff LorenChief Revenue Officer
|
SaleCommon Stock | 3,141 | $56.30 | $176,838.30 |
DisclosureSEC source: 0001261333-19-000078 · wf-form4_156807318032446.xml · nonDerivative · entry 3 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,123 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan. F3 · price: The shares were sold at prices ranging from $56.00 to $56.86. 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. Read SEC document |
| September 06, 2019 Filed Sep 9, 2019 23:53 UTC |
Alhadeff LorenChief Revenue Officer
|
SaleCommon Stock | 20,659 | $55.52 | $1,146,987.68 |
DisclosureSEC source: 0001261333-19-000078 · wf-form4_156807318032446.xml · nonDerivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,264 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan. F2 · price: The shares were sold at prices ranging from $55.00 to $55.99. 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. Read SEC document |
| September 06, 2019 Filed Sep 9, 2019 23:53 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionCommon Stock | 24,000 | $4.75 | $114,000.00 |
DisclosureSEC source: 0001261333-19-000078 · wf-form4_156807318032446.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,923 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. Read SEC document |
| September 06, 2019 Filed Sep 17, 2019 01:27 UTC Amendment |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionOption (Right to Buy) · Derivative | 24,000 | $0.00 Strike: $4.75 | $0.00 |
DisclosureSEC source: 0001261333-19-000081 · wf-form4a_156868360754648.xml · derivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,626 Underlying: Common Stock · 24,000 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. F1 · derivative.exercise_date: Fully vested. F2 · balance_after: This form 4/A is being filed to correct the number of derivative securities beneficially owned following the reported transaction. Read SEC document |
| July 23, 2019 Filed Apr 15, 2020 20:31 UTC |
Solvik PeterDirector
|
OtherCommon Stock | 28,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000047 · wf-form4_158698268761699.xml · nonDerivative · entry 3 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Children's Trusts Disclosed balance after: 86,756 F3 · shares: Represents shares of common stock received by the Children's Trusts through pro-rata in-kind distributions without consideration from Solvik Family Partners L.P.-Fund 2. Read SEC document |
| July 23, 2019 Filed Apr 15, 2020 20:31 UTC |
Solvik PeterDirector
|
OtherCommon Stock | 45,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000047 · wf-form4_158698268761699.xml · nonDerivative · entry 2 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 220,161 F2 · shares: Represents shares of common stock received by the Reporting Person's trust through pro-rata in-kind distributions without consideration from Solvik Family Partners L.P.-Fund 2. Read SEC document |
| July 23, 2019 Filed Apr 15, 2020 20:31 UTC |
Solvik PeterDirector
|
OtherCommon Stock | 119,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000047 · wf-form4_158698268761699.xml · nonDerivative · entry 1 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Partnership Disclosed balance after: 21,750 F1 · shares: Represents a pro-rata in-kind distribution without consideration of shares of common stock by Solvik Family Partners L.P.-Fund 2 to its partners. Read SEC document |
| July 10, 2019 Filed Jul 12, 2019 19:37 UTC |
Phi Tram TSVP, General Counsel
|
GrantRestricted Stock Units · Derivative | 58,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-19-000069 · wf-form4_156297465236659.xml · derivative · entry 1 Phi Tram T · CIK 0001424551 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,928 Underlying: Common Stock · 58,928 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer upon vesting. F2 · derivative.exercise_date: The restricted stock units vest as follows: 25% of the underlying shares vest one year following the vesting commencement date of July 10, 2019, with the remaining 75% vesting in equal quarterly installments over the next three years. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F3 · derivative.expiration_date: Following vesting, the restricted stock units will settle pursuant to the Issuer's quarterly settlement schedule. The restricted stock units do not expire. Read SEC document |
| July 09, 2019 Filed Jul 11, 2019 20:34 UTC |
Solvik PeterDirector
|
SaleCommon Stock | 7,000 | $51.52 | $360,661.00 |
DisclosureSEC source: 0001209191-19-041836 · doc4.xml · nonDerivative · entry 3 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Childrens' Trusts Disclosed balance after: 62,600 F2 · price: The shares were sold at prices ranging from $51.51 to $52.36. 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. Read SEC document |
| July 09, 2019 Filed Jul 11, 2019 20:34 UTC |
Solvik PeterDirector
|
SaleCommon Stock | 20,000 | $51.52 | $1,030,460.00 |
DisclosureSEC source: 0001209191-19-041836 · doc4.xml · nonDerivative · entry 2 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 194,894 F2 · price: The shares were sold at prices ranging from $51.51 to $52.36. 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. Read SEC document |
| July 09, 2019 Filed Jul 11, 2019 20:34 UTC |
Solvik PeterDirector
|
SaleCommon Stock | 514,532 | $51.52 | $26,510,232.24 |
DisclosureSEC source: 0001209191-19-041836 · doc4.xml · nonDerivative · entry 1 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,817,812 F1 · shares: Represents 423,531 shares sold by Sigma Partners 7, LP., 27,283 shares sold by Sigma Associates 7, L.P., 5,125 shares sold by Sigma Investors 7, L.P., 55,251 shares sold by Jackson Square Ventures I, LP and 3,342 shares sold by Jackson Square Associates I, LP. F2 · price: The shares were sold at prices ranging from $51.51 to $52.36. 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. F3 · ownership.nature: Includes 1,687,973 shares held by Sigma Partners 7, L.P., 109,352 shares held by Sigma Associates 7, L.P. and 20,487 shares held by Sigma Investors 7, L.P. Sigma Management 7, L.L.C. is the general partner of Sigma Associates 7, L.P., Sigma Investors 7, L.P. and Sigma Partners 7, L.P. (collectively, the "Sigma 7 Funds"). Sigma Management 7, L.L.C. has sole voting and investment power. 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. Read SEC document |
| June 25, 2019 Filed Jun 26, 2019 20:33 UTC |
Wolberg Kirsten O.Chief Technology & Ops Officer
|
SaleCommon Stock | 7,877 | $50.93 | $401,175.61 |
DisclosureSEC source: 0001261333-19-000067 · wf-form4_156158116711450.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,994 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan. F2 · price: The shares were sold at prices ranging from $50.76 to $51.26. 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. Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 00:24 UTC |
Alhadeff LorenChief Revenue Officer
|
SaleCommon Stock | 11,579 | $53.12 | $615,076.48 |
DisclosureSEC source: 0001261333-19-000064 · wf-form4_156107667463002.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,923 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan. F2 · price: The shares were sold at prices ranging from $52.99 to $53.28. 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. Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 16:45 UTC |
SINGH SUDHIR STEVENDirector
|
GrantCommon Stock | 3,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-19-000061 · wf-form4_156097711532581.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,684 F1 · shares: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person pursuant to the Issuer's Non-Employee Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Common Stock. The RSUs will vest in equal quarterly installments over one year, with a vesting commencement date of June 17, 2019, in each case subject to the reporting person being a service provider through each such date. Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 20:48 UTC |
Wilderotter Mary AgnesDirector
|
GrantCommon Stock | 3,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-19-000063 · wf-form4_156097728833616.xml · nonDerivative · entry 1 Wilderotter Mary Agnes · CIK 0001180610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,689 F1 · shares: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person pursuant to the Issuer's Non-Employee Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Common Stock. The RSUs will vest in equal quarterly installments over one year, with a vesting commencement date of June 17, 2019, in each case subject to the reporting person being a service provider through each such date. Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 16:46 UTC |
Suh Inhi ChoDirector
|
GrantCommon Stock | 3,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-19-000062 · wf-form4_156097719986075.xml · nonDerivative · entry 1 Suh Inhi Cho · CIK 0001750528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,684 F1 · shares: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person pursuant to the Issuer's Non-Employee Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Common Stock. The RSUs will vest in equal quarterly installments over one year, with a vesting commencement date of June 17, 2019, in each case subject to the reporting person being a service provider through each such date. Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 20:45 UTC |
Solvik PeterDirector
|
GrantCommon Stock | 3,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038051 · doc4.xml · nonDerivative · entry 1 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,561 F1 · shares: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person pursuant to the Issuer's Non-Employee Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Common Stock. The RSUs will vest in equal quarterly installments over one year, with a vesting commencement date of June 17, 2019, in each case subject to the reporting person being a service provider through each such date. Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 20:44 UTC |
Irving BlakeDirector
|
GrantCommon Stock | 3,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-19-000060 · wf-form4_156097702780263.xml · nonDerivative · entry 1 Irving Blake · CIK 0001492275 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,684 F1 · shares: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person pursuant to the Issuer's Non-Employee Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Common Stock. The RSUs will vest in equal quarterly installments over one year, with a vesting commencement date of June 17, 2019, in each case subject to the reporting person being a service provider through each such date. Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 20:35 UTC |
Salem Enrique TDirector
|
GrantCommon Stock | 3,791 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-017429 · doc4.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,494 F1 · shares: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person pursuant to the Issuer's Non-Employee Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Common Stock. The RSUs will vest in equal quarterly installments over one year, with a vesting commencement date of June 17, 2019, in each case subject to the reporting person being a service provider through each such date. 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.