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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
April 04, 2022 Filed Apr 6, 2022 22:32 UTC
Wong CatherineChief Operating Officer
OtherStock Option (right to buy) · Derivative 21,401 $25.50 Strike: $25.50 $545,725.50
Disclosure

SEC source: 0001628280-22-008620 · wf-form4_164928430993177.xml · derivative · entry 6

Wong Catherine · CIK 0001744910 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,265

Underlying: Class B Common Stock · 21,401 shares

Expires 2024-09-03

F1 · kind: The options exercised and stock sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on December 17, 2021.

F4 · derivative.exercise_date: 50% of the shares subject to the option vested on September 4, 2016 and 1/24 of the remaining shares subject to the option vest each month thereafter.

Read SEC document
April 04, 2022 Filed Apr 6, 2022 22:32 UTC
Wong CatherineChief Operating Officer
SaleClass B Common Stock 36,000 $55.24 $1,988,704.80
Disclosure

SEC source: 0001628280-22-008620 · wf-form4_164928430993177.xml · nonDerivative · entry 5

Wong Catherine · CIK 0001744910 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 160,638

F1 · kind: The options exercised and stock sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on December 17, 2021.

F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $55.00 to $55.93 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.

F3 · balance_after: Includes 362 shares acquired under the Issuer's 2018 Employee Stock Purchase Plan on April 1, 2022.

Read SEC document
April 04, 2022 Filed Apr 6, 2022 22:32 UTC
Wong CatherineChief Operating Officer
Exercise / conversionClass B Common Stock 475 $27.60 $13,110.00
Disclosure

SEC source: 0001628280-22-008620 · wf-form4_164928430993177.xml · nonDerivative · entry 4

Wong Catherine · CIK 0001744910 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 196,276

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

F1 · kind: The options exercised and stock sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on December 17, 2021.

Read SEC document
April 04, 2022 Filed Apr 6, 2022 22:32 UTC
Wong CatherineChief Operating Officer
Exercise / conversionClass B Common Stock 666 $25.50 $16,983.00
Disclosure

SEC source: 0001628280-22-008620 · wf-form4_164928430993177.xml · nonDerivative · entry 3

Wong Catherine · CIK 0001744910 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 195,801

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

F1 · kind: The options exercised and stock sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on December 17, 2021.

Read SEC document
April 04, 2022 Filed Apr 6, 2022 22:32 UTC
Wong CatherineChief Operating Officer
Exercise / conversionClass B Common Stock 13,458 $8.40 $113,047.20
Disclosure

SEC source: 0001628280-22-008620 · wf-form4_164928430993177.xml · nonDerivative · entry 2

Wong Catherine · CIK 0001744910 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 195,135

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

F1 · kind: The options exercised and stock sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on December 17, 2021.

Read SEC document
April 04, 2022 Filed Apr 6, 2022 22:32 UTC
Wong CatherineChief Operating Officer
Exercise / conversionClass B Common Stock 21,401 $25.50 $545,725.50
Disclosure

SEC source: 0001628280-22-008620 · wf-form4_164928430993177.xml · nonDerivative · entry 1

Wong Catherine · CIK 0001744910 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,677

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

F1 · kind: The options exercised and stock sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on December 17, 2021.

Read SEC document
April 01, 2022 Filed Apr 4, 2022 22:32 UTC GrantClass B Common Stock 400 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-008281 · wf-form4_164911153488577.xml · nonDerivative · entry 2

Daniel Daniel David III · CIK 0001774549 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Spouse

Disclosed balance after: 3,938

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

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

F2 · balance_after: Includes 221 shares acquired under the Issuer's 2018 Employee Stock Purchase Plan on April 1, 2022.

Read SEC document
March 23, 2022 Filed Mar 23, 2022 20:05 UTC SaleClass B Common Stock 11,203 $49.90 $559,055.47
Disclosure

SEC source: 0001628280-22-007112 · wf-form4_164808032241575.xml · nonDerivative · entry 1

MELLOR JOHN M · CIK 0001426175 · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 146,482

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 21, 2022.

F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $49.524 to $50.10 per share. Upon request by the Commission staff, the Issuer, or asecurity holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

Read SEC document
March 22, 2022 Filed Mar 24, 2022 00:08 UTC
Wong CatherineChief Operating Officer
SaleClass B Common Stock 6,800 $49.93 $339,551.88
Disclosure

SEC source: 0001628280-22-007114 · wf-form4_164808051452767.xml · nonDerivative · entry 2

Wong Catherine · CIK 0001744910 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 160,276

F1 · kind: The sales reported by the Reporting Person were to cover the taxable obligation due on recently vested Restricted Stock Units (RSUs) that vested on March 21, 2022.

F3 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $49.635 to $50.18 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
March 22, 2022 Filed Mar 24, 2022 00:12 UTC SaleClass B Common Stock 200 $47.01 $9,402.00
Disclosure

SEC source: 0001628280-22-007117 · wf-form4_164808073867652.xml · nonDerivative · entry 2

James Joshua G · CIK 0001366770 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 341,050

F1 · kind: The sales reported by the Reporting Person were to cover the taxable obligation due on recently vested Restricted Stock Units (RSUs) that vested on March 21, 2022.

Read SEC document
March 22, 2022 Filed Mar 24, 2022 00:12 UTC SaleClass B Common Stock 26,160 $49.63 $1,298,224.01
Disclosure

SEC source: 0001628280-22-007117 · wf-form4_164808073867652.xml · nonDerivative · entry 1

James Joshua G · CIK 0001366770 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 341,250

F1 · kind: The sales reported by the Reporting Person were to cover the taxable obligation due on recently vested Restricted Stock Units (RSUs) that vested on March 21, 2022.

F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $49.24 to $50.29 per share. Upon request by the Commission staff, the Issuer, or asecurity holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

F3 · balance_after: Reflects the forfeiture of 390,000 RSUs for no value concurrent with the Reporting Person's termination of service on March 21, 2022.

Read SEC document
March 22, 2022 Filed Apr 12, 2022 20:41 UTC Amendment SaleClass B Common Stock 220 $47.01 $10,342.20
Disclosure

SEC source: 0001628280-22-009004 · wf-form4a_164979608623661.xml · nonDerivative · entry 1

James Joshua G · CIK 0001366770 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 341,030

F1 · kind: The sales reported by the Reporting Person were to cover the taxable obligation due on recently vested Restricted Stock Units (RSUs) that vested on March 21, 2022.

F2 · shares: This Form 4/A has been filed to correct the number of shares sold by the Reporting Person on March 22, 2022.

Read SEC document
March 18, 2022 Filed Mar 22, 2022 19:29 UTC
Felt Bruce C. Jr.Chief Financial Officer
SaleClass B Common Stock 20,000 $48.52 $970,484.00
Disclosure

SEC source: 0001628280-22-006968 · wf-form4_164799177547141.xml · nonDerivative · entry 1

Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 260,145

F1 · kind: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that will vest on March 21, 2022.

F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $48.50 to $48.80 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.

Read SEC document
March 17, 2022 Filed Mar 24, 2022 00:08 UTC
Wong CatherineChief Operating Officer
SaleClass B Common Stock 3,750 $46.89 $175,850.63
Disclosure

SEC source: 0001628280-22-007114 · wf-form4_164808051452767.xml · nonDerivative · entry 1

Wong Catherine · CIK 0001744910 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,076

F1 · kind: The sales reported by the Reporting Person were to cover the taxable obligation due on recently vested Restricted Stock Units (RSUs) that vested on March 21, 2022.

F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $44.68 to $48.51 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
March 15, 2022 Filed Mar 18, 2022 00:12 UTC
Wong CatherineChief Operating Officer
GrantClass B Common Stock 8,521 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-006625 · wf-form4_164756231830402.xml · nonDerivative · entry 1

Wong Catherine · CIK 0001744910 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 170,826

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 15, 2022 Filed Mar 17, 2022 20:11 UTC GrantClass B Common Stock 9,700 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-006624 · wf-form4_164756226378064.xml · nonDerivative · entry 1

MELLOR JOHN M · CIK 0001426175 · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 157,685

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 15, 2022 Filed Mar 17, 2022 20:56 UTC
Felt Bruce C. Jr.Chief Financial Officer
GrantClass B Common Stock 87,822 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-006632 · wf-form4_164756498388908.xml · nonDerivative · entry 1

Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 280,145

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 01, 2022 Filed Mar 3, 2022 16:46 UTC GrantClass B Common Stock 8,113 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-004947 · wf-form4_164634393598086.xml · nonDerivative · entry 1

PESTANA JOHN R · CIK 0001366768 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,113

F1 · kind: 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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be cancelled by the Issuer.

F1 · price: 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. 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 31, 2021 Filed Feb 11, 2022 21:33 UTC
James Joshua GDirector · Founder, CEO and Chairman · 10% owner
GiftClass B Common Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-002344 · wf-form5_164461517362253.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 757,410

F1 · shares: Represents transfer of shares to Cinnamon Birch LLC. The Reporting Person is the Manager of Cinnamon Birch LLC and has voting and dispositive power over the shares held through such entity.

Read SEC document
December 22, 2021 Filed Dec 22, 2021 23:43 UTC
Wong CatherineCPO, EVP of Engineering
SaleClass B Common Stock 5,104 $51.16 $261,120.13
Disclosure

SEC source: 0001628280-21-025534 · wf-form4_164021659351977.xml · nonDerivative · entry 1

Wong Catherine · CIK 0001744910 · CPO, EVP of Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174,985

F1 · kind: The sales reported by the Reporting Person were to cover the taxable obligation due on recently vested Restricted Stock Units (RSUs) that vested on December 20, 2021.

F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $50.96 to $51.39 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.

Read SEC document
December 20, 2021 Filed Dec 22, 2021 18:42 UTC
Felt Bruce C. Jr.Chief Financial Officer
Tax withholdingClass B Common Stock 7,542 $49.68 $374,686.56
Disclosure

SEC source: 0001628280-21-025533 · wf-form4_164021651035135.xml · nonDerivative · entry 1

Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 192,323

Read SEC document
December 20, 2021 Filed Dec 22, 2021 23:40 UTC
James Joshua GDirector · Founder, CEO and Chairman · 10% owner
Tax withholdingClass B Common Stock 16,613 $49.68 $825,333.84
Disclosure

SEC source: 0001628280-21-025532 · wf-form4_164021641897668.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 767,410

Read SEC document
December 20, 2021 Filed Feb 11, 2022 21:34 UTC
Wong CatherineCPO, EVP of Engineering
GiftClass B Common Stock 12,680 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-002345 · wf-form5_164461525519117.xml · nonDerivative · entry 1

Wong Catherine · CIK 0001744910 · CPO, EVP of Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,305

Read SEC document
December 07, 2021 Filed Dec 8, 2021 23:21 UTC
Wong CatherineCPO, EVP of Engineering
Exercise / conversionStock Option (right to buy) · Derivative 28,150 $8.40 Strike: $8.40 $236,460.00
Disclosure

SEC source: 0001628280-21-024715 · wf-form4_163900565835210.xml · derivative · entry 2

Wong Catherine · CIK 0001744910 · CPO, EVP of Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,939

Underlying: Class B Common Stock · 28,150 shares

Expires 2023-10-07

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: 100% of the shares subject to the option are fully vested.

Read SEC document
December 07, 2021 Filed Dec 8, 2021 23:21 UTC
Wong CatherineCPO, EVP of Engineering
Exercise / conversionClass B Common Stock 28,150 $8.40 $236,460.00
Disclosure

SEC source: 0001628280-21-024715 · wf-form4_163900565835210.xml · nonDerivative · entry 1

Wong Catherine · CIK 0001744910 · CPO, EVP of Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 180,089

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 22, 2021 Filed Oct 26, 2021 21:40 UTC GrantClass B Common Stock 3,265 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-020548 · wf-form4_163528436606057.xml · nonDerivative · entry 1

BROWN LAURENCE B JR · CIK 0001596016 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,265

F1 · kind: 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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be cancelled by the Issuer.

F1 · price: 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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be cancelled by the Issuer.

Read SEC document
October 08, 2021 Filed Oct 12, 2021 20:53 UTC
Wong CatherineCPO, EVP of Engineering
SaleClass B Common Stock 11,324 $81.17 $919,150.96
Disclosure

SEC source: 0001628280-21-019976 · wf-form4_163407198832238.xml · nonDerivative · entry 1

Wong Catherine · CIK 0001744910 · CPO, EVP of Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 151,939

F1 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $80.19 to $82.10 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.

Read SEC document
September 21, 2021 Filed Sep 22, 2021 00:53 UTC
Wong CatherineCPO, EVP of Engineering
SaleClass B Common Stock 4,550 $78.57 $357,509.43
Disclosure

SEC source: 0001628280-21-018976 · wf-form4_163227200924150.xml · nonDerivative · entry 1

Wong Catherine · CIK 0001744910 · CPO, EVP of Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 163,263

F1 · kind: The sales reported by the Reporting Person were to cover the taxable obligation due on recently vested Restricted Stock Units (RSUs) that vested on September 20, 2021.

F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $78.5615 to $78.6109 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 21, 2021 Filed Sep 21, 2021 20:57 UTC
Felt Bruce C. Jr.Chief Financial Officer
SaleClass B Common Stock 7,450 $78.36 $583,805.84
Disclosure

SEC source: 0001628280-21-018978 · wf-form4_163227222022518.xml · nonDerivative · entry 1

Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 199,865

F1 · kind: The sales reported by the Reporting Person were to cover the taxable obligation due on recently vested Restricted Stock Units (RSUs) that vested on September 20, 2021.

F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $78.15 to $78.615 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 20, 2021 Filed Sep 22, 2021 01:00 UTC
James Joshua GDirector · Founder, CEO and Chairman · 10% owner
Tax withholdingClass B Common Stock 16,613 $77.06 $1,280,197.78
Disclosure

SEC source: 0001628280-21-018980 · wf-form4_163227242175189.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 784,023

Read SEC document
July 20, 2021 Filed Jun 3, 2022 23:17 UTC GrantClass B Common Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-016245 · wf-form4_165429820961090.xml · nonDerivative · entry 2

Daniel Daniel David III · CIK 0001774549 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Spouse

Disclosed balance after: 4,938

F1 · shares: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the right of the holder thereof to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the holder thereof ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

Read SEC document
June 23, 2021 Filed Jun 23, 2021 22:27 UTC
EVAN DANA LDirector
SaleClass B Common Stock 667 $81.54 $54,387.18
Disclosure

SEC source: 0001628280-21-012755 · wf-form4_162448723231070.xml · nonDerivative · entry 2

EVAN DANA L · CIK 0001204818 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,229

Read SEC document
June 22, 2021 Filed Jun 23, 2021 22:52 UTC
Wong CatherineCPO, EVP of Engineering
SaleClass B Common Stock 4,542 $78.51 $356,614.68
Disclosure

SEC source: 0001628280-21-012757 · wf-form4_162448872231639.xml · nonDerivative · entry 1

Wong Catherine · CIK 0001744910 · CPO, EVP of Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,813

F1 · kind: The sales reported by the Reporting Person were to cover the taxable obligation due on recently vested Restricted Stock Units (RSUs) that vested on June 21, 2021.

F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $78.5126 to $78.565 per share. Upon request by the Commission staff, the Issuer, ora security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.

F3 · balance_after: Includes 1,168 shares acquired pursuant to the Issuer's 2018 Employee Stock Purchase Plan on April 1, 2021.

Read SEC document
June 22, 2021 Filed Jun 23, 2021 18:05 UTC
Felt Bruce C. Jr.Chief Financial Officer
SaleClass B Common Stock 7,540 $80.18 $604,524.02
Disclosure

SEC source: 0001628280-21-012753 · wf-form4_162448590230845.xml · nonDerivative · entry 1

Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 207,315

F1 · kind: The sales reported by the Reporting Person were to cover the taxable obligation due on recently vested Restricted Stock Units (RSUs) that vested on June 21, 2021.

F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $80.00 to $80.40 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.

F3 · balance_after: Includes 1,839 shares acquired pursuant to the Issuer's 2018 Employee Stock Purchase Plan on April 1, 2021.

Read SEC document
June 22, 2021 Filed Jun 23, 2021 22:27 UTC
EVAN DANA LDirector
SaleClass B Common Stock 1,000 $78.70 $78,700.00
Disclosure

SEC source: 0001628280-21-012755 · wf-form4_162448723231070.xml · nonDerivative · entry 1

EVAN DANA L · CIK 0001204818 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,896

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June 21, 2021 Filed Jun 23, 2021 22:03 UTC
James Joshua GDirector · Founder, CEO and Chairman · 10% owner
Tax withholdingClass B Common Stock 16,612 $80.29 $1,333,777.48
Disclosure

SEC source: 0001628280-21-012752 · wf-form4_162448577971533.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 800,636

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June 04, 2021 Filed Feb 11, 2022 16:36 UTC GiftClass B Common Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-002346 · wf-form5_164461534522653.xml · nonDerivative · entry 1

Gorenberg Mark · CIK 0001367003 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,521

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June 02, 2021 Filed Jun 3, 2021 17:18 UTC GrantClass B Common Stock 2,257 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-011617 · wf-form4_162275501691107.xml · nonDerivative · entry 1

Durling Joy Driscoll · CIK 0001808224 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,549

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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

F1 · price: 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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

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June 02, 2021 Filed Jun 3, 2021 21:12 UTC
EVAN DANA LDirector
GrantClass B Common Stock 2,257 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-011615 · wf-form4_162275471542566.xml · nonDerivative · entry 1

EVAN DANA L · CIK 0001204818 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,896

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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

F1 · price: 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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

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June 02, 2021 Filed Jun 3, 2021 21:32 UTC GrantClass B Common Stock 2,257 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-011633 · wf-form4_162275588234951.xml · nonDerivative · entry 1

Daniel Daniel David III · CIK 0001774549 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,260

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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

F1 · price: 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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

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June 02, 2021 Filed Jun 3, 2021 21:27 UTC
KEARL JEFFDirector
GrantClass B Common Stock 2,257 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-011625 · wf-form4_162275561556712.xml · nonDerivative · entry 1

KEARL JEFF · CIK 0001521855 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,415

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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

F1 · price: 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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

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June 02, 2021 Filed Jun 3, 2021 21:23 UTC GrantClass B Common Stock 2,257 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-011621 · wf-form4_162275533882693.xml · nonDerivative · entry 1

Clark Carine S. · CIK 0001771512 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,177

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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

F1 · price: 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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer.

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March 22, 2021 Filed Mar 23, 2021 23:11 UTC Amendment
Wong CatherineCPO, EVP of Engineering
Tax withholdingClass B Common Stock 10,361 $66.12 $685,069.32
Disclosure

SEC source: 0001628280-21-005397 · wf-form4a_161654109899820.xml · nonDerivative · entry 1

Wong Catherine · CIK 0001744910 · CPO, EVP of Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 171,187

F1 · kind: The original Form 4 inadvertently reported the disposition of 13,606 shares of Class B common stock by the Reporting Person on 3/22/2021. The Reporting Person actually disposed of 10,361 shares of common stock on 3/22/2021.

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March 22, 2021 Filed Mar 23, 2021 20:48 UTC
Wong CatherineCPO, EVP of Engineering
Tax withholdingClass B Common Stock 13,606 $66.12 $899,628.72
Disclosure

SEC source: 0001628280-21-005367 · wf-form4_161653249751247.xml · nonDerivative · entry 1

Wong Catherine · CIK 0001744910 · CPO, EVP of Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,942

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March 22, 2021 Filed Mar 23, 2021 16:51 UTC
Felt Bruce C. Jr.Chief Financial Officer
Tax withholdingClass B Common Stock 18,191 $66.12 $1,202,788.92
Disclosure

SEC source: 0001628280-21-005369 · wf-form4_161653270256938.xml · nonDerivative · entry 1

Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 213,016

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March 22, 2021 Filed Mar 23, 2021 20:54 UTC
James Joshua GDirector · Founder, CEO and Chairman · 10% owner
Tax withholdingClass B Common Stock 65,883 $66.12 $4,356,183.96
Disclosure

SEC source: 0001628280-21-005371 · wf-form4_161653287904808.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 817,248

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March 09, 2021 Filed Mar 11, 2021 02:33 UTC
Wong CatherineCPO, EVP of Engineering
GrantClass B Common Stock 40,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-004486 · wf-form4_161542998990163.xml · nonDerivative · entry 1

Wong Catherine · CIK 0001744910 · CPO, EVP of Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,548

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 09, 2021 Filed Mar 10, 2021 21:35 UTC
Felt Bruce C. Jr.Chief Financial Officer
GrantClass B Common Stock 60,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-004487 · wf-form4_161543008913924.xml · nonDerivative · entry 1

Felt Bruce C. Jr. · CIK 0001410700 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 231,207

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 09, 2021 Filed Mar 11, 2021 02:37 UTC
James Joshua GDirector · Founder, CEO and Chairman · 10% owner
GrantClass B Common Stock 120,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-004488 · wf-form4_161543023259197.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 883,131

F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of 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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January 12, 2021 Filed Jan 14, 2021 22:15 UTC
Wong CatherineCPO, EVP of Engineering
SaleClass B Common Stock 4,000 $61.92 $247,695.60
Disclosure

SEC source: 0001628280-21-000465 · wf-form4_161066253767177.xml · nonDerivative · entry 1

Wong Catherine · CIK 0001744910 · CPO, EVP of Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,548

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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.