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Nasdaq · USD

DOMO

Huckleberry.ai, Inc.

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Tapewire entity
6423
SEC CIK
0001505952
Parsed reports
276

Last 12 months

Inside the activity.

1 purchase rows · 15 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202611
May 202609
Jun 202604
Jul 202600
Aug 202600
Sep 202600
Oct 202601

Latest available

Insider transactions

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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
June 11, 2024 Filed Jun 12, 2024 20:39 UTC
Soto ReneeDirector
GrantClass B Common Stock 25,735 $0.00 $0.00
Disclosure

SEC source: 0001505952-24-000038 · wk-form4_1718224751.xml · nonDerivative · entry 1

Soto Renee · CIK 0001969383 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,226

F1 · balance_after: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

Read SEC document
June 11, 2024 Filed Jun 12, 2024 16:35 UTC GrantClass B Common Stock 25,735 $0.00 $0.00
Disclosure

SEC source: 0001505952-24-000036 · wk-form4_1718224546.xml · nonDerivative · entry 1

PESTANA JOHN R · CIK 0001366768 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,309

F1 · balance_after: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

Read SEC document
June 11, 2024 Filed Jun 12, 2024 20:37 UTC
Strong DanDirector
GrantClass B Common Stock 25,735 $0.00 $0.00
Disclosure

SEC source: 0001505952-24-000037 · wk-form4_1718224647.xml · nonDerivative · entry 1

Strong Dan · CIK 0001582144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,226

F1 · balance_after: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

Read SEC document
June 11, 2024 Filed Jun 12, 2024 20:33 UTC
KEARL JEFFDirector
GrantClass B Common Stock 25,735 $0.00 $0.00
Disclosure

SEC source: 0001505952-24-000035 · wk-form4_1718224428.xml · nonDerivative · entry 1

KEARL JEFF · CIK 0001521855 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,136

F1 · balance_after: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

Read SEC document
June 11, 2024 Filed Jun 12, 2024 20:32 UTC GrantClass B Common Stock 25,735 $0.00 $0.00
Disclosure

SEC source: 0001505952-24-000034 · wk-form4_1718224343.xml · nonDerivative · entry 1

Daniel Daniel David III · CIK 0001774549 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,981

F1 · balance_after: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

Read SEC document
June 11, 2024 Filed Jun 12, 2024 20:29 UTC GrantClass B Common Stock 25,735 $0.00 $0.00
Disclosure

SEC source: 0001505952-24-000033 · wk-form4_1718224184.xml · nonDerivative · entry 1

Clark Carine S. · CIK 0001771512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,898

F1 · balance_after: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

Read SEC document
May 21, 2024 Filed May 23, 2024 00:33 UTC
James Joshua GDirector · Founder and CEO · 10% owner
GrantClass B Common Stock 250,000 $0.00 $0.00
Disclosure

SEC source: 0001505952-24-000027 · wk-form4_1716424373.xml · nonDerivative · entry 1

James Joshua G · CIK 0001366770 · Director · Founder and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,131,765

F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the reporting person's right to receive one share of the issuer's Class B common stock, subject to the applicable vesting schedule. If the reporting person ceases to be a service provider, the unvested RSUs will be cancelled by the issuer.

Read SEC document
May 21, 2024 Filed May 23, 2024 00:36 UTC
Thayne DarenCTO & EVP of Product
GrantClass B Common Stock 70,000 $0.00 $0.00
Disclosure

SEC source: 0001505952-24-000029 · wk-form4_1716424564.xml · nonDerivative · entry 1

Thayne Daren · CIK 0001960894 · CTO & EVP of Product

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 413,758

F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the reporting person's right to receive one share of the issuer's Class B common stock, subject to the applicable vesting schedule. If the reporting person ceases to be a service provider, the unvested RSUs will be cancelled by the issuer.

Read SEC document
May 21, 2024 Filed May 23, 2024 00:34 UTC
Jolley David RChief Financial Officer
GrantClass B Common Stock 70,000 $0.00 $0.00
Disclosure

SEC source: 0001505952-24-000028 · wk-form4_1716424478.xml · nonDerivative · entry 1

Jolley David R · CIK 0001972400 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 285,543

F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the reporting person's right to receive one share of the issuer's Class B common stock, subject to the applicable vesting schedule. If the reporting person ceases to be a service provider, the unvested RSUs will be cancelled by the issuer.

Read SEC document
April 11, 2024 Filed Apr 12, 2024 20:40 UTC
Jolley David RChief Financial Officer
SaleClass B Common Stock 12,000 $8.50 $102,000.00
Disclosure

SEC source: 0001505952-24-000018 · wk-form4_1712954449.xml · nonDerivative · entry 1

Jolley David R · CIK 0001972400 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 215,543

F1 · balance_after: Includes 300 shares acquired pursuant to the Issuer's 2018 Employee Stock Purchase Plan on April 1, 2024.

Read SEC document
April 04, 2024 Filed Apr 5, 2024 20:45 UTC
Thayne DarenCTO & EVP of Product
SaleClass B Common Stock 22,500 $9.04 $203,292.00
Disclosure

SEC source: 0001505952-24-000017 · wk-form4_1712349943.xml · nonDerivative · entry 1

Thayne Daren · CIK 0001960894 · CTO & EVP of Product

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 343,758

F1 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares sold in multiple transactions ranging from $9.005 to $9.09 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F2 · balance_after: Includes 300 shares acquired pursuant to the Issuer's 2018 Employee Stock Purchase Plan on April 1, 2024.

Read SEC document
March 22, 2024 Filed Mar 22, 2024 23:31 UTC
Thayne DarenCTO & EVP of Product
SaleClass B Common Stock 2,866 $9.59 $27,488.67
Disclosure

SEC source: 0001505952-24-000012 · wk-form4_1711150301.xml · nonDerivative · entry 3

Thayne Daren · CIK 0001960894 · CTO & EVP of Product

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 365,958

F5 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares sold in multiple transactions ranging from $9.59 to $9.605 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the ranges set forth herein.

Read SEC document
March 21, 2024 Filed Mar 22, 2024 23:21 UTC
James Joshua GDirector · Founder and CEO · 10% owner
SaleClass B Common Stock 107,000 $9.38 $1,003,232.00
Disclosure

SEC source: 0001505952-24-000010 · wk-form4_1711149707.xml · nonDerivative · entry 2

James Joshua G · CIK 0001366770 · Director · Founder and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 881,765

F2 · shares: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on March 20, 2024.

F3 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares sold in multiple transactions ranging from $9.30 to $9.50 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the ranges set forth herein.

Read SEC document
March 21, 2024 Filed Mar 22, 2024 23:31 UTC
Thayne DarenCTO & EVP of Product
SaleClass B Common Stock 41,218 $9.33 $384,605.16
Disclosure

SEC source: 0001505952-24-000012 · wk-form4_1711150301.xml · nonDerivative · entry 2

Thayne Daren · CIK 0001960894 · CTO & EVP of Product

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 368,824

F3 · shares: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on March 20, 2024.

F4 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares sold in multiple transactions ranging from $9.33 to $9.39 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the ranges set forth herein.

Read SEC document
March 21, 2024 Filed Mar 22, 2024 23:25 UTC
Jolley David RChief Financial Officer
SaleClass B Common Stock 23,338 $9.33 $217,766.88
Disclosure

SEC source: 0001505952-24-000011 · wk-form4_1711149894.xml · nonDerivative · entry 2

Jolley David R · CIK 0001972400 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 227,243

F2 · shares: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on March 20, 2024.

F3 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares sold in multiple transactions ranging from $9.33 to $9.39 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the ranges set forth herein.

Read SEC document
March 20, 2024 Filed Mar 22, 2024 23:21 UTC
James Joshua GDirector · Founder and CEO · 10% owner
GrantClass B Common Stock 35,634 $0.00 $0.00
Disclosure

SEC source: 0001505952-24-000010 · wk-form4_1711149707.xml · nonDerivative · entry 1

James Joshua G · CIK 0001366770 · Director · Founder and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 988,765

F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer.

Read SEC document
March 20, 2024 Filed Mar 22, 2024 23:31 UTC
Thayne DarenCTO & EVP of Product
GrantClass B Common Stock 25,417 $0.00 $0.00
Disclosure

SEC source: 0001505952-24-000012 · wk-form4_1711150301.xml · nonDerivative · entry 1

Thayne Daren · CIK 0001960894 · CTO & EVP of Product

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 410,042

F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer.

F2 · balance_after: Includes 300 shares acquired pursuant to the Issuer's 2018 Employee Stock Purchase Plan on October 1, 2023.

Read SEC document
March 20, 2024 Filed Mar 22, 2024 23:25 UTC
Jolley David RChief Financial Officer
GrantClass B Common Stock 20,581 $0.00 $0.00
Disclosure

SEC source: 0001505952-24-000011 · wk-form4_1711149894.xml · nonDerivative · entry 1

Jolley David R · CIK 0001972400 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250,581

F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer.

Read SEC document
December 21, 2023 Filed Dec 23, 2023 02:41 UTC
Thayne DarenCTO & EVP Engineering
SaleClass B Common Stock 6,690 $9.88 $66,097.20
Disclosure

SEC source: 0001505952-23-000099 · wk-form4_1703299304.xml · nonDerivative · entry 1

Thayne Daren · CIK 0001960894 · CTO & EVP Engineering

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 384,325

F1 · kind: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on December 20, 2023.

Read SEC document
September 21, 2023 Filed Sep 22, 2023 20:54 UTC
Thayne DarenCTO & EVP Engineering
SaleClass B Common Stock 6,892 $9.73 $67,067.43
Disclosure

SEC source: 0001505952-23-000091 · wk-form4_1695416029.xml · nonDerivative · entry 1

Thayne Daren · CIK 0001960894 · CTO & EVP Engineering

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 391,015

F1 · kind: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on September 20, 2023.

F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares sold in multiple transactions ranging from $9.73 to $9.80 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the ranges set forth herein.

Read SEC document
September 18, 2023 Filed Sep 20, 2023 01:12 UTC
James Joshua GDirector · Founder and CEO · 10% owner
PurchaseClass B Common Stock 25,400 $9.71 $246,542.56
Disclosure

SEC source: 0001505952-23-000089 · wk-form4_1695172367.xml · nonDerivative · entry 2

James Joshua G · CIK 0001366770 · Director · Founder and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · James Family Charitable Remainder Trust

Disclosed balance after: 39,300

F2 · price: The purchase price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $9.6572 to $9.75 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

Read SEC document
September 15, 2023 Filed Sep 20, 2023 01:12 UTC
James Joshua GDirector · Founder and CEO · 10% owner
PurchaseClass B Common Stock 13,900 $9.90 $137,647.53
Disclosure

SEC source: 0001505952-23-000089 · wk-form4_1695172367.xml · nonDerivative · entry 1

James Joshua G · CIK 0001366770 · Director · Founder and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · James Family Charitable Remainder Trust

Disclosed balance after: 13,900

F1 · price: The purchase price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $9.84 to $9.98 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

Read SEC document
August 29, 2023 Filed Aug 30, 2023 21:20 UTC PurchaseClass B Common Stock 70,000 $10.88 $761,880.00
Disclosure

SEC source: 0001505952-23-000085 · wk-form4_1693430446.xml · nonDerivative · entry 2

Daniel Daniel David III · CIK 0001774549 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Twenty Acre Capital managed accounts

Disclosed balance after: 261,400

F3 · price: The purchase price reported in Column 4 of Table I represents the weighted average purchase price of the shares purchased ranging from $10.65 to $11.00 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

F2 · balance_after: The reporting person disclaims beneficial ownership of these shares except to the extent of the reporting person's pecuniary interest in the shares.

Read SEC document
August 28, 2023 Filed Aug 30, 2023 21:20 UTC PurchaseClass B Common Stock 67,000 $10.99 $736,531.00
Disclosure

SEC source: 0001505952-23-000085 · wk-form4_1693430446.xml · nonDerivative · entry 1

Daniel Daniel David III · CIK 0001774549 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Twenty Acre Capital managed accounts

Disclosed balance after: 191,400

F1 · price: The purchase price reported in Column 4 of Table I represents the weighted average purchase price of the shares purchased ranging from $10.845 to $11.10 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

F2 · balance_after: The reporting person disclaims beneficial ownership of these shares except to the extent of the reporting person's pecuniary interest in the shares.

Read SEC document
July 06, 2023 Filed Jul 8, 2023 00:24 UTC PurchaseClass B Common Stock 26,400 $13.54 $357,580.08
Disclosure

SEC source: 0001505952-23-000082 · wk-form4_1688775866.xml · nonDerivative · entry 1

Daniel Daniel David III · CIK 0001774549 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Twenty Acre Capital managed accounts

Disclosed balance after: 124,400

F1 · price: The purchase price reported in Column 4 of Table I represents the weighted average purchase price of the shares purchased ranging from $13.45 to $13.68 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

F2 · balance_after: The reporting person disclaims beneficial ownership of these shares except to the extent of the reporting person's pecuniary interest in the shares.

Read SEC document
June 30, 2023 Filed Jul 4, 2023 00:33 UTC
Soto ReneeDirector
GrantClass B Common Stock 5,968 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000081 · wk-form4_1688430812.xml · nonDerivative · entry 1

Soto Renee · CIK 0001969383 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,491

F1 · shares: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

Read SEC document
June 30, 2023 Filed Jul 3, 2023 20:27 UTC GrantClass B Common Stock 11,937 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000079 · wk-form4_1688430426.xml · nonDerivative · entry 1

PESTANA JOHN R · CIK 0001366768 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,574

F1 · shares: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

Read SEC document
June 30, 2023 Filed Jul 4, 2023 00:24 UTC
KEARL JEFFDirector
GrantClass B Common Stock 11,937 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000078 · wk-form4_1688430234.xml · nonDerivative · entry 1

KEARL JEFF · CIK 0001521855 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,401

F1 · shares: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

Read SEC document
June 30, 2023 Filed Jul 4, 2023 00:29 UTC
Strong DanDirector
GrantClass B Common Stock 5,968 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000080 · wk-form4_1688430579.xml · nonDerivative · entry 1

Strong Dan · CIK 0001582144 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,491

F1 · shares: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

Read SEC document
June 30, 2023 Filed Jul 4, 2023 00:21 UTC GrantClass B Common Stock 11,937 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000077 · wk-form4_1688430084.xml · nonDerivative · entry 1

Clark Carine S. · CIK 0001771512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,163

F1 · shares: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

Read SEC document
June 30, 2023 Filed Jul 4, 2023 00:16 UTC GrantClass B Common Stock 11,937 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000076 · wk-form4_1688429769.xml · nonDerivative · entry 1

Daniel Daniel David III · CIK 0001774549 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,246

F1 · shares: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

Read SEC document
June 21, 2023 Filed Jun 22, 2023 21:33 UTC
Thayne DarenCTO & EVP Engineering
SaleClass B Common Stock 6,892 $14.62 $100,786.54
Disclosure

SEC source: 0001505952-23-000070 · wk-form4_1687469601.xml · nonDerivative · entry 1

Thayne Daren · CIK 0001960894 · CTO & EVP Engineering

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 397,907

F1 · kind: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on June 20, 2023.

F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares sold in multiple transactions ranging from $14.62 to $14.80 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the ranges set forth herein.

Read SEC document
May 31, 2023 Filed Jun 2, 2023 20:20 UTC PurchaseClass B Common Stock 50,500 $13.42 $677,684.75
Disclosure

SEC source: 0001505952-23-000068 · wk-form4_1685737202.xml · nonDerivative · entry 1

Daniel Daniel David III · CIK 0001774549 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Twenty Acre Capital managed accounts

Disclosed balance after: 98,000

F1 · price: The purchase price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $13.24 to $13.47 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

F2 · balance_after: The reporting person disclaims beneficial ownership of these shares except to the extent of the reporting person's pecuniary interest in the shares.

Read SEC document
May 23, 2023 Filed Jun 2, 2023 20:20 UTC GrantClass B Common Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000068 · wk-form4_1685737202.xml · nonDerivative · entry 2

Daniel Daniel David III · CIK 0001774549 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Spouse

Disclosed balance after: 6,238

F3 · balance_after: Includes 300 shares acquired under the Issuer's 2018 Employee Stock Purchase Plan on April 1, 2023.

Read SEC document
May 15, 2023 Filed May 17, 2023 20:15 UTC
Thayne DarenCTO & EVP Engineering
GrantClass B Common Stock 200,000 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000053 · wf-form4_168435448870247.xml · nonDerivative · entry 1

Thayne Daren · CIK 0001960894 · CTO & EVP Engineering

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 404,799

F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer.

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April 13, 2023 Filed Apr 17, 2023 20:48 UTC PurchaseClass B Common Stock 47,500 $14.42 $684,807.50
Disclosure

SEC source: 0001505952-23-000045 · wf-form4_168176449089227.xml · nonDerivative · entry 1

Daniel Daniel David III · CIK 0001774549 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Twenty Acre Capital managed accounts

Disclosed balance after: 47,500

F1 · price: The purchase price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $14.31 to $14.47 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

F2 · balance_after: The reporting person disclaims beneficial ownership of these shares except to the extent of the reporting person's pecuniary interest in the shares.

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April 12, 2023 Filed Apr 14, 2023 00:10 UTC
Jolley David RChief Financial Officer
PurchaseClass B Common Stock 5,000 $14.00 $70,000.00
Disclosure

SEC source: 0001505952-23-000044 · wf-form4_168143103548647.xml · nonDerivative · entry 1

Jolley David R · CIK 0001972400 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 230,000

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April 03, 2023 Filed Apr 4, 2023 23:41 UTC
James Joshua GDirector · Founder and CEO · 10% owner
PurchaseClass B Common Stock 79,784 $13.84 $1,103,923.34
Disclosure

SEC source: 0001505952-23-000039 · wf-form4_168065169194952.xml · nonDerivative · entry 3

James Joshua G · CIK 0001366770 · Director · Founder and CEO · 10% owner

Cocolalla, LLC · CIK 0001367687 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Cocolalla, LLC

Disclosed balance after: 305,960

F1 · kind: The transactions reported in this Form 4 may be deemed to be matchable under Section 16(b) of the Securities Exchange Act of 1934, as amended, against certain dispositions of the Issuer's Class B common stock previously reported by Joshua G. James and/or Cocolalla, LLC on November 10, 2022, November 11, 2022, November 23, 2022 and January 17, 2023. Mr. James has notified the Issuer of the potential matchable transactions, and has voluntarily disgorged to the Issuer the full amount of any profits realized from such potential matchable transactions.

F4 · price: The purchase price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $13.50 to $14.09 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

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April 03, 2023 Filed Apr 5, 2023 20:39 UTC Amendment
James Joshua GDirector · Founder and CEO · 10% owner
GrantClass B Common Stock 950,000 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000042 · wf-form4a_168072714423115.xml · nonDerivative · entry 1

James Joshua G · CIK 0001366770 · Director · Founder and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 953,131

F1 · date: This Form 4 amends the Form 4 filed March 31, 2023 that reflected an incorrect grant date of March 29, 2023, due to an administrative error. The correct grant date was April 3, 2023, as shown above.

F2 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the reporting person's right to receive one share of the issuer's Class B common stock, subject to the applicable vesting schedule. If the reporting person ceases to be a service provider, the unvested RSUs will be cancelled by the issuer.

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April 03, 2023 Filed Apr 5, 2023 20:11 UTC
Jolley David RChief Financial Officer
GrantClass B Common Stock 225,000 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000041 · wf-form4_168072549620984.xml · nonDerivative · entry 1

Jolley David R · CIK 0001972400 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 225,000

F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer.

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March 31, 2023 Filed Apr 4, 2023 00:39 UTC
Thayne DarenCTO & EVP Engineering
SaleClass B Common Stock 2,847 $13.11 $37,324.17
Disclosure

SEC source: 0001505952-23-000037 · wf-form4_168056877816851.xml · nonDerivative · entry 1

Thayne Daren · CIK 0001960894 · CTO & EVP Engineering

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 204,799

F1 · shares: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on March 29, 2023.

F2 · balance_after: Includes 300 shares acquired pursuant to the Issuer's 2018 Employee Stock Purchase Plan on April 1, 2023.

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March 31, 2023 Filed Apr 4, 2023 23:41 UTC
James Joshua GDirector · Founder and CEO · 10% owner
PurchaseClass B Common Stock 123,850 $14.54 $1,801,385.87
Disclosure

SEC source: 0001505952-23-000039 · wf-form4_168065169194952.xml · nonDerivative · entry 4

James Joshua G · CIK 0001366770 · Director · Founder and CEO · 10% owner

Cocolalla, LLC · CIK 0001367687 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Cocolalla, LLC

Disclosed balance after: 429,810

F1 · kind: The transactions reported in this Form 4 may be deemed to be matchable under Section 16(b) of the Securities Exchange Act of 1934, as amended, against certain dispositions of the Issuer's Class B common stock previously reported by Joshua G. James and/or Cocolalla, LLC on November 10, 2022, November 11, 2022, November 23, 2022 and January 17, 2023. Mr. James has notified the Issuer of the potential matchable transactions, and has voluntarily disgorged to the Issuer the full amount of any profits realized from such potential matchable transactions.

F5 · price: The purchase price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $14.00 to $14.98 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

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March 31, 2023 Filed Apr 4, 2023 23:41 UTC
James Joshua GDirector · Founder and CEO · 10% owner
PurchaseClass B Common Stock 64,653 $14.19 $917,542.45
Disclosure

SEC source: 0001505952-23-000039 · wf-form4_168065169194952.xml · nonDerivative · entry 2

James Joshua G · CIK 0001366770 · Director · Founder and CEO · 10% owner

Cocolalla, LLC · CIK 0001367687 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Cocolalla, LLC

Disclosed balance after: 226,176

F1 · kind: The transactions reported in this Form 4 may be deemed to be matchable under Section 16(b) of the Securities Exchange Act of 1934, as amended, against certain dispositions of the Issuer's Class B common stock previously reported by Joshua G. James and/or Cocolalla, LLC on November 10, 2022, November 11, 2022, November 23, 2022 and January 17, 2023. Mr. James has notified the Issuer of the potential matchable transactions, and has voluntarily disgorged to the Issuer the full amount of any profits realized from such potential matchable transactions.

F3 · price: The purchase price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $14.11 to $14.25 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

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March 31, 2023 Filed Apr 4, 2023 23:41 UTC
James Joshua GDirector · Founder and CEO · 10% owner
PurchaseClass B Common Stock 161,523 $13.89 $2,242,892.23
Disclosure

SEC source: 0001505952-23-000039 · wf-form4_168065169194952.xml · nonDerivative · entry 1

James Joshua G · CIK 0001366770 · Director · Founder and CEO · 10% owner

Cocolalla, LLC · CIK 0001367687 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Cocolalla, LLC

Disclosed balance after: 161,523

F1 · kind: The transactions reported in this Form 4 may be deemed to be matchable under Section 16(b) of the Securities Exchange Act of 1934, as amended, against certain dispositions of the Issuer's Class B common stock previously reported by Joshua G. James and/or Cocolalla, LLC on November 10, 2022, November 11, 2022, November 23, 2022 and January 17, 2023. Mr. James has notified the Issuer of the potential matchable transactions, and has voluntarily disgorged to the Issuer the full amount of any profits realized from such potential matchable transactions.

F2 · price: The purchase price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $13.11 to $14.105 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

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March 29, 2023 Filed Apr 1, 2023 01:07 UTC
James Joshua GDirector · Founder and CEO · 10% owner
GrantClass B Common Stock 950,000 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000036 · wf-form4_168031124502656.xml · nonDerivative · entry 1

James Joshua G · CIK 0001366770 · Director · Founder and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 953,131

F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the reporting person's right to receive one share of the issuer's Class B common stock, subject to the applicable vesting schedule. If the reporting person ceases to be a service provider, the unvested RSUs will be cancelled by the issuer.

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March 29, 2023 Filed Mar 31, 2023 21:30 UTC
Thayne DarenCTO & EVP Engineering
GrantClass B Common Stock 9,931 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000027 · wf-form4_168029820556146.xml · nonDerivative · entry 1

Thayne Daren · CIK 0001960894 · CTO & EVP Engineering

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 207,346

F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer.

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March 21, 2023 Filed Mar 22, 2023 20:27 UTC
Thayne DarenCTO & EVP Engineering
SaleClass B Common Stock 5,886 $12.24 $72,044.64
Disclosure

SEC source: 0001505952-23-000017 · wf-form4_167951681823048.xml · nonDerivative · entry 1

Thayne Daren · CIK 0001960894 · CTO & EVP Engineering

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 197,415

F1 · kind: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on March 20, 2023.

F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $11.80986 to $12.48024 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

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March 08, 2023 Filed Mar 9, 2023 12:15 UTC PurchaseClass B Common Stock 72,500 $13.68 $991,495.50
Disclosure

SEC source: 0001628280-23-007214 · wf-form4_167838208956827.xml · nonDerivative · entry 2

PESTANA JOHN R · CIK 0001366768 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Erutinmo, LLC

Disclosed balance after: 96,490

F1 · price: The purchase price reported in Column 4 of Table I represents the weighted average purchase price of the shares purchased ranging from $13.37 to $14.01 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares purchased at each separate price within the ranges set forth herein.

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March 03, 2023 Filed Mar 10, 2023 22:15 UTC
Strong DanDirector
GrantClass B Common Stock 22,523 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000014 · wf-form4_167848652423599.xml · nonDerivative · entry 1

Strong Dan · CIK 0001582144 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,523

F1 · kind: Represents restricted stock units (each, an "RSU") issued pursuant to the Issuer's outside director compensation policy. Each RSU constitutes the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be cancelled by the Issuer.

F1 · price: Represents restricted stock units (each, an "RSU") issued pursuant to the Issuer's outside director compensation policy. Each RSU constitutes the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be cancelled by the Issuer.

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March 03, 2023 Filed Mar 14, 2023 20:25 UTC
Soto ReneeDirector
GrantClass B Common Stock 22,523 $0.00 $0.00
Disclosure

SEC source: 0001505952-23-000016 · wf-form4_167882549920556.xml · nonDerivative · entry 1

Soto Renee · CIK 0001969383 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,523

F1 · kind: Represents restricted stock units (each, an "RSU") issued pursuant to the Issuer's outside director compensation policy. Each RSU constitutes the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be cancelled by the Issuer.

F1 · price: Represents restricted stock units (each, an "RSU") issued pursuant to the Issuer's outside director compensation policy. Each RSU constitutes the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be cancelled by the Issuer.

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