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Dynatrace, Inc.

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Tapewire entity
697
SEC CIK
0001773383
Parsed reports
459

Last 12 months

Inside the activity.

1 purchase rows · 17 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202505
Jan 202600
Feb 202600
Mar 202613
Apr 202600
May 202600
Jun 202604
Jul 202600
Aug 202600
Sep 202603
Oct 202600

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
September 18, 2026 Filed Sep 21, 2026 21:02 UTC
Greifeneder BerndEVP, Chief Technology Officer
SaleCommon Stock 50,000 $57.21 $2,860,500.00
Disclosure

SEC source: 0001783507-26-000013 · wk-form4_1790024527.xml · nonDerivative · entry 1

Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 904,846

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 11, 2026.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 20:18 UTC
Benson James MEVP, CFO and Treasurer
Exercise / conversionRestricted Stock Units · Derivative 17,732 $0.00 $0.00
Disclosure

SEC source: 0001542567-26-000014 · wk-form4_1789589930.xml · derivative · entry 3

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,732

Underlying: Common Stock · 17,732 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

F3 · derivative.exercise_date: Represents the vesting of RSUs granted on December 15, 2022 under the Issuer's 2019 Equity Incentive Plan, as amended. 25% of the granted RSUs vested on December 15, 2023 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on December 15, 2026, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 20:18 UTC
Benson James MEVP, CFO and Treasurer
Tax withholdingCommon Stock 8,574 $55.17 $473,027.58
Disclosure

SEC source: 0001542567-26-000014 · wk-form4_1789589930.xml · nonDerivative · entry 2

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 194,213

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 20:18 UTC
Benson James MEVP, CFO and Treasurer
Exercise / conversionCommon Stock 17,732 Not disclosed Not disclosed
Disclosure

SEC source: 0001542567-26-000014 · wk-form4_1789589930.xml · nonDerivative · entry 1

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 202,787

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

F1 · kind: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:22 UTC
Benson James MEVP, CFO and Treasurer
Exercise / conversionPerformance Restricted Stock Units (Financial) · Derivative 3,370 $0.00 $0.00
Disclosure

SEC source: 0001542567-26-000012 · wk-form4_1788996124.xml · derivative · entry 12

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,944

Underlying: Common Stock · 3,370 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F6 · derivative.exercise_date: Represents the vesting of Financial PSUs granted on June 5, 2025 under the Plan. 33% of the earned Financial PSUs vested on June 5, 2026, and the balance of the Financial PSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2028, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:22 UTC
Benson James MEVP, CFO and Treasurer
Exercise / conversionRestricted Stock Units · Derivative 4,927 $0.00 $0.00
Disclosure

SEC source: 0001542567-26-000012 · wk-form4_1788996124.xml · derivative · entry 11

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,843

Underlying: Common Stock · 4,927 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F5 · derivative.exercise_date: Represents the vesting of RSUs granted on June 5, 2025 under the Plan. 33% of the granted RSUs vested on June 5, 2026 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2028, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:22 UTC
Benson James MEVP, CFO and Treasurer
Exercise / conversionRestricted Stock Units · Derivative 4,938 $0.00 $0.00
Disclosure

SEC source: 0001542567-26-000012 · wk-form4_1788996124.xml · derivative · entry 10

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,814

Underlying: Common Stock · 4,938 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F4 · derivative.exercise_date: Represents the vesting of time-based restricted stock units ("RSUs") granted on June 5, 2024 under the Plan. 33% of the granted RSUs vested on June 5, 2025 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2027, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:22 UTC
Benson James MEVP, CFO and Treasurer
Exercise / conversionPerformance Restricted Stock Units (Financial) · Derivative 3,851 $0.00 $0.00
Disclosure

SEC source: 0001542567-26-000012 · wk-form4_1788996124.xml · derivative · entry 9

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,554

Underlying: Common Stock · 3,851 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F3 · derivative.exercise_date: Represents the vesting of restricted stock units based on financial performance ("Financial PSUs") granted on June 5, 2024 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 33% of the earned Financial PSUs vested on June 5, 2025 and the balance of the Financial PSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2027, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:22 UTC
Benson James MEVP, CFO and Treasurer
Tax withholdingCommon Stock 1,630 $51.90 $84,597.00
Disclosure

SEC source: 0001542567-26-000012 · wk-form4_1788996124.xml · nonDerivative · entry 8

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,055

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:22 UTC
Benson James MEVP, CFO and Treasurer
Exercise / conversionCommon Stock 3,370 Not disclosed Not disclosed
Disclosure

SEC source: 0001542567-26-000012 · wk-form4_1788996124.xml · nonDerivative · entry 7

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,685

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:22 UTC
Benson James MEVP, CFO and Treasurer
Tax withholdingCommon Stock 2,383 $51.90 $123,677.70
Disclosure

SEC source: 0001542567-26-000012 · wk-form4_1788996124.xml · nonDerivative · entry 6

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,315

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:22 UTC
Benson James MEVP, CFO and Treasurer
Exercise / conversionCommon Stock 4,927 Not disclosed Not disclosed
Disclosure

SEC source: 0001542567-26-000012 · wk-form4_1788996124.xml · nonDerivative · entry 5

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,698

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:22 UTC
Benson James MEVP, CFO and Treasurer
Tax withholdingCommon Stock 2,388 $51.90 $123,937.20
Disclosure

SEC source: 0001542567-26-000012 · wk-form4_1788996124.xml · nonDerivative · entry 4

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,771

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:22 UTC
Benson James MEVP, CFO and Treasurer
Exercise / conversionCommon Stock 4,938 Not disclosed Not disclosed
Disclosure

SEC source: 0001542567-26-000012 · wk-form4_1788996124.xml · nonDerivative · entry 3

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,159

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:22 UTC
Benson James MEVP, CFO and Treasurer
Tax withholdingCommon Stock 1,874 $51.90 $97,260.60
Disclosure

SEC source: 0001542567-26-000012 · wk-form4_1788996124.xml · nonDerivative · entry 2

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 178,221

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:22 UTC
Benson James MEVP, CFO and Treasurer
Exercise / conversionCommon Stock 3,851 Not disclosed Not disclosed
Disclosure

SEC source: 0001542567-26-000012 · wk-form4_1788996124.xml · nonDerivative · entry 1

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,095

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Exercise / conversionPerformance Restricted Stock Units (Financial) · Derivative 2,808 $0.00 $0.00
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · derivative · entry 15

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,651

Underlying: Common Stock · 2,808 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F7 · derivative.exercise_date: Represents the vesting of Financial PSUs granted on June 5, 2025 under the Plan. 33% of the earned Financial PSUs vested on June 5, 2026, and the balance of the Financial PSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2028, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 4,105 $0.00 $0.00
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · derivative · entry 14

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,738

Underlying: Common Stock · 4,105 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F6 · derivative.exercise_date: Represents the vesting of RSUs granted on June 5, 2025 under the Plan. 33% of the granted RSUs vested on June 5, 2026 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2028, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 4,130 $0.00 $0.00
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · derivative · entry 13

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,390

Underlying: Common Stock · 4,130 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F5 · derivative.exercise_date: Represents the vesting of RSUs granted on June 5, 2024 under the Plan. 33% of the granted RSUs vested on June 5, 2025 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2027, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Exercise / conversionPerformance Restricted Stock Units (Financial) · Derivative 3,220 $0.00 $0.00
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · derivative · entry 12

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,663

Underlying: Common Stock · 3,220 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F4 · derivative.exercise_date: Represents the vesting of restricted stock units based on financial performance ("Financial PSUs") granted on June 5, 2024 under the Plan. 33% of the earned Financial PSUs vested on June 5, 2025 and the balance of the Financial PSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2027, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 6,388 $0.00 $0.00
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · derivative · entry 11

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,162

Underlying: Common Stock · 6,388 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F3 · derivative.exercise_date: Represents the vesting of time-based restricted stock units ("RSUs") granted on July 15, 2023 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 12.5% of the granted RSUs vested on December 5, 2023 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2027, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Tax withholdingCommon Stock 1,407 $51.90 $73,023.30
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · nonDerivative · entry 10

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,868

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Exercise / conversionCommon Stock 2,808 Not disclosed Not disclosed
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · nonDerivative · entry 9

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,275

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Tax withholdingCommon Stock 2,057 $51.90 $106,758.30
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · nonDerivative · entry 8

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,467

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Exercise / conversionCommon Stock 4,105 Not disclosed Not disclosed
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · nonDerivative · entry 7

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,524

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Tax withholdingCommon Stock 2,070 $51.90 $107,433.00
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · nonDerivative · entry 6

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,419

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Exercise / conversionCommon Stock 4,130 Not disclosed Not disclosed
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · nonDerivative · entry 5

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,489

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Tax withholdingCommon Stock 1,614 $51.90 $83,766.60
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · nonDerivative · entry 4

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,359

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Exercise / conversionCommon Stock 3,220 Not disclosed Not disclosed
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · nonDerivative · entry 3

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,973

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Tax withholdingCommon Stock 3,201 $51.90 $166,131.90
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · nonDerivative · entry 2

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,753

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Zugelder DanEVP, Chief Revenue Officer
Exercise / conversionCommon Stock 6,388 Not disclosed Not disclosed
Disclosure

SEC source: 0001983112-26-000010 · wk-form4_1788996096.xml · nonDerivative · entry 1

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,954

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Exercise / conversionPerformance Restricted Stock Units (Financial) · Derivative 463 $0.00 $0.00
Disclosure

SEC source: 0001989382-26-000016 · wk-form4_1788996061.xml · derivative · entry 12

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,237

Underlying: Common Stock · 463 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F6 · derivative.exercise_date: Represents the vesting of Financial PSUs granted on June 5, 2025 under the Plan. 33% of the earned Financial PSUs vested on June 5, 2026, and the balance of the Financial PSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2028, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 677 $0.00 $0.00
Disclosure

SEC source: 0001989382-26-000016 · wk-form4_1788996061.xml · derivative · entry 11

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,742

Underlying: Common Stock · 677 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F5 · derivative.exercise_date: Represents the vesting of RSUs granted on June 5, 2025 under the Plan. 33% of the granted RSUs vested on June 5, 2026 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2028, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 718 $0.00 $0.00
Disclosure

SEC source: 0001989382-26-000016 · wk-form4_1788996061.xml · derivative · entry 10

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,155

Underlying: Common Stock · 718 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F4 · derivative.exercise_date: Represents the vesting of time-based restricted stock units ("RSUs") granted on June 5, 2024 under the Plan. 33% of the granted RSUs vested on June 5, 2025 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2027, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Exercise / conversionPerformance Restricted Stock Units (Financial) · Derivative 558 $0.00 $0.00
Disclosure

SEC source: 0001989382-26-000016 · wk-form4_1788996061.xml · derivative · entry 9

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,680

Underlying: Common Stock · 558 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F3 · derivative.exercise_date: Represents the vesting of restricted stock units based on financial performance ("Financial PSUs") granted on June 5, 2024 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 33% of the earned Financial PSUs vested on June 5, 2025 and the balance of the Financial PSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2027, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 226 $51.90 $11,729.40
Disclosure

SEC source: 0001989382-26-000016 · wk-form4_1788996061.xml · nonDerivative · entry 8

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,696

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Exercise / conversionCommon Stock 463 Not disclosed Not disclosed
Disclosure

SEC source: 0001989382-26-000016 · wk-form4_1788996061.xml · nonDerivative · entry 7

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,922

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 330 $51.90 $17,127.00
Disclosure

SEC source: 0001989382-26-000016 · wk-form4_1788996061.xml · nonDerivative · entry 6

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,459

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Exercise / conversionCommon Stock 677 Not disclosed Not disclosed
Disclosure

SEC source: 0001989382-26-000016 · wk-form4_1788996061.xml · nonDerivative · entry 5

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,789

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 350 $51.90 $18,165.00
Disclosure

SEC source: 0001989382-26-000016 · wk-form4_1788996061.xml · nonDerivative · entry 4

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,112

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Exercise / conversionCommon Stock 718 Not disclosed Not disclosed
Disclosure

SEC source: 0001989382-26-000016 · wk-form4_1788996061.xml · nonDerivative · entry 3

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,462

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 271 $51.90 $14,064.90
Disclosure

SEC source: 0001989382-26-000016 · wk-form4_1788996061.xml · nonDerivative · entry 2

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,744

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:21 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Exercise / conversionCommon Stock 558 Not disclosed Not disclosed
Disclosure

SEC source: 0001989382-26-000016 · wk-form4_1788996061.xml · nonDerivative · entry 1

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,015

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:20 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
Exercise / conversionPerformance Restricted Stock Units (Financial) · Derivative 9,268 $0.00 $0.00
Disclosure

SEC source: 0001239165-26-000008 · wk-form4_1788996035.xml · derivative · entry 13

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,276

Underlying: Common Stock · 9,268 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F7 · derivative.exercise_date: Represents the vesting of Financial PSUs granted on June 5, 2025 under the Plan. 33% of the earned Financial PSUs vested on June 5, 2026, and the balance of the Financial PSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2028, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:20 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 13,548 $0.00 $0.00
Disclosure

SEC source: 0001239165-26-000008 · wk-form4_1788996035.xml · derivative · entry 12

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,834

Underlying: Common Stock · 13,548 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F6 · derivative.exercise_date: Represents the vesting of RSUs granted on June 5, 2025 under the Plan. 33% of the granted RSUs vested on June 5, 2026 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2028, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:20 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 14,814 $0.00 $0.00
Disclosure

SEC source: 0001239165-26-000008 · wk-form4_1788996035.xml · derivative · entry 11

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,443

Underlying: Common Stock · 14,814 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F5 · derivative.exercise_date: Represents the vesting of time-based restricted stock units ("RSUs") granted on June 5, 2024 under the Plan. 33% of the granted RSUs vested on June 5, 2025 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2027, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:20 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
Exercise / conversionPerformance Restricted Stock Units (Financial) · Derivative 11,555 $0.00 $0.00
Disclosure

SEC source: 0001239165-26-000008 · wk-form4_1788996035.xml · derivative · entry 10

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,663

Underlying: Common Stock · 11,555 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F4 · derivative.exercise_date: Represents the vesting of restricted stock units based on financial performance ("Financial PSUs") granted on June 5, 2024 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 33% of the earned Financial PSUs vested on June 5, 2025 and the balance of the Financial PSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2027, subject to the Reporting Person's continued employment on the applicable vesting dates.

F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:20 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
Tax withholdingCommon Stock 4,716 $51.90 $244,760.40
Disclosure

SEC source: 0001239165-26-000008 · wk-form4_1788996035.xml · nonDerivative · entry 8

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 272,702

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:20 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
Exercise / conversionCommon Stock 9,268 Not disclosed Not disclosed
Disclosure

SEC source: 0001239165-26-000008 · wk-form4_1788996035.xml · nonDerivative · entry 7

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 277,418

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

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
September 05, 2026 Filed Sep 9, 2026 23:20 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
Tax withholdingCommon Stock 6,894 $51.90 $357,798.60
Disclosure

SEC source: 0001239165-26-000008 · wk-form4_1788996035.xml · nonDerivative · entry 6

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 268,150

F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

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.