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DoubleVerify Holdings, Inc.

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Tapewire entity
4486
SEC CIK
0001819928
Parsed reports
408

Last 12 months

Inside the activity.

0 purchase rows · 6 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202501
Dec 202502
Jan 202601
Feb 202601
Mar 202601
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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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
May 31, 2025 Filed Jun 17, 2025 20:22 UTC
Zagorski MarkDirector · Chief Executive Officer
PurchaseCommon Stock 1,141 $11.68 $13,326.88
Disclosure

SEC source: 0000950170-25-087389 · ownership.xml · nonDerivative · entry 1

Zagorski Mark · CIK 0001709574 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 439,226

F1 · kind: Pursuant to the DoubleVerify Holdings, Inc. 2021 Employee Stock Purchase Plan (ESPP), the purchase price per share reported reflects a discount of 15% of the lesser of the share price at the first day of the offering period or the purchase date.

F1 · price: Pursuant to the DoubleVerify Holdings, Inc. 2021 Employee Stock Purchase Plan (ESPP), the purchase price per share reported reflects a discount of 15% of the lesser of the share price at the first day of the offering period or the purchase date.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:10 UTC
Jain SundeepDirector
GrantRestricted Stock Units · Derivative 14,609 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077088 · ownership.xml · derivative · entry 4

Jain Sundeep · CIK 0001936390 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 14,609

Underlying: Common Stock · 14,609 shares

Expires not disclosed

F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Mr. Jain's continued services.

F4 · derivative.expiration_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Mr. Jain's continued services.

F2 · ownership.nature: Represents shares and restricted stock units held by OPCR Tree LLC, which is wholly-owned by Mr. Jain.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:10 UTC
Jain SundeepDirector
Exercise / conversionRestricted Stock Units · Derivative 10,724 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077088 · ownership.xml · derivative · entry 3

Jain Sundeep · CIK 0001936390 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 0

Underlying: Common Stock · 10,724 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.

F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

F2 · ownership.nature: Represents shares and restricted stock units held by OPCR Tree LLC, which is wholly-owned by Mr. Jain.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:10 UTC
Jain SundeepDirector
Exercise / conversionCommon Stock 10,724 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077088 · ownership.xml · nonDerivative · entry 1

Jain Sundeep · CIK 0001936390 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 10,724

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 · price: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

F2 · ownership.nature: Represents shares and restricted stock units held by OPCR Tree LLC, which is wholly-owned by Mr. Jain.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:05 UTC GrantRestricted Stock Units · Derivative 14,609 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077075 · ownership.xml · derivative · entry 3

Perez Rosario C · CIK 0001886750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,609

Underlying: Common Stock · 14,609 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Ms. Perez's continued services.

F3 · derivative.expiration_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Ms. Perez's continued services.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:05 UTC Exercise / conversionRestricted Stock Units · Derivative 10,724 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077075 · ownership.xml · derivative · entry 2

Perez Rosario C · CIK 0001886750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,724 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:05 UTC Exercise / conversionCommon Stock 10,724 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077075 · ownership.xml · nonDerivative · entry 1

Perez Rosario C · CIK 0001886750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,917

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 · price: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:10 UTC GrantRestricted Stock Units · Derivative 14,609 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077092 · ownership.xml · derivative · entry 2

Dobrin Lucy Stamell · CIK 0001853940 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,609

Underlying: Common Stock · 14,609 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Ms. Dobrin's continued services.

F3 · derivative.expiration_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Ms. Dobrin's continued services.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:10 UTC Exercise / conversionRestricted Stock Units · Derivative 10,724 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077092 · ownership.xml · derivative · entry 1

Dobrin Lucy Stamell · CIK 0001853940 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,724

Underlying: Common Stock · 10,724 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025. The shares of common stock were transferred to Providence Equity Partners L.L.C. pursuant to the terms of Providence Equity Partner L.L.C.'s internal policy.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025. The shares of common stock were transferred to Providence Equity Partners L.L.C. pursuant to the terms of Providence Equity Partner L.L.C.'s internal policy.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:12 UTC
Tabet Karim A10% owner
OtherCommon Stock 21,448 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077095 · ownership.xml · nonDerivative · entry 1

Providence VII U.S. Holdings L.P. · CIK 0001854132 · 10% owner

Providence Equity GP VII-A L.P. · CIK 0001857469 · 10% owner

Providence Butternut Co-Investment L.P. · CIK 0001831271 · 10% owner

Phillips J. David · CIK 0001476657 · 10% owner

Tabet Karim A · CIK 0001857194 · 10% owner

Tisdale Andrew A · CIK 0001857411 · 10% owner

Dominguez Michael J · CIK 0001320307 · 10% owner

Providence Equity Partners L.L.C. · CIK 0001492133 · See Remarks

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Providence Equity Partners L.L.C.

Disclosed balance after: 21,448

F1 · shares: The securities reported represent shares of common stock of DoubleVerify Holdings, Inc. (the "Issuer") acquired by Providence Equity Partners L.L.C. ("PEP LLC") after the transfer of the Issuer's common stock from Lucy Dobrin and R. Davis Noell. Lucy Dobrin and R. Davis Noell received the shares as board compensation for their service on the Issuer's board of directors and transferred the shares to PEP LLC pursuant to the terms of PEP LLC's internal policy.

F2 · ownership.nature: R. Davis Noell, J. David Phillips, Karim A. Tabet, Andrew A. Tisdale and Michael J. Dominguez may be deemed to exercise voting and investment power over, and thus may be deemed to beneficially own, the securities held by PEP LLC. Each of R. Davis Noell, J. David Phillips, Karim A. Tabet, Andrew A. Tisdale and Michael J. Dominguez hereby disclaims beneficial ownership of the shares held by PEP LLC, except to the extent of its or his pecuniary interest therein, and this form shall not be construed as an admission that any such reporting person is the beneficial owner of any of the securities reported on this form.

F3 · ownership.nature: The securities reported are held directly by PEP LLC and may be deemed to be beneficially owned by R. Davis Noell, J. David Phillips, Karim A. Tabet, Andrew A. Tisdale and Michael J. Dominguez due to their control of PEP LLC.

F4 · ownership.nature: R. Davis Noell has separately filed a Form 4.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:09 UTC
Swidler GaryDirector
GrantRestricted Stock Units · Derivative 14,609 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077085 · ownership.xml · derivative · entry 3

Swidler Gary · CIK 0001658502 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,609

Underlying: Common Stock · 14,609 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Mr. Swidler's continued services.

F3 · derivative.expiration_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Mr. Swidler's continued services.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:09 UTC
Swidler GaryDirector
Exercise / conversionCommon Stock 10,724 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077085 · ownership.xml · nonDerivative · entry 1

Swidler Gary · CIK 0001658502 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,565

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 · price: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:12 UTC
Noell Robert DavisDirector · 10% owner
GrantRestricted Stock Units · Derivative 14,609 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077093 · ownership.xml · derivative · entry 4

Noell Robert Davis · CIK 0001472786 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,609

Underlying: Common Stock · 14,609 shares

Expires not disclosed

F11 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F12 · derivative.exercise_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Mr. Noell's continued services.

F12 · derivative.expiration_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Mr. Noell's continued services.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:12 UTC
Noell Robert DavisDirector · 10% owner
OtherCommon Stock 21,448 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077093 · ownership.xml · nonDerivative · entry 1

Noell Robert Davis · CIK 0001472786 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Providence Equity Partners L.L.C.

Disclosed balance after: 21,448

F1 · shares: The securities reported represent shares of common stock of DoubleVerify Holdings, Inc. (the "Issuer") acquired by Providence Equity Partners L.L.C. ("PEP LLC") after the transfer of the Issuer's common stock from Lucy Dobrin and R. Davis Noell. Lucy Dobrin and R. Davis Noell received the shares as board compensation for their service on the Issuer's board of directors and transferred the shares to PEP LLC pursuant to the terms of PEP LLC's internal policy.

F2 · ownership.nature: R. Davis Noell, J. David Phillips, Karim A. Tabet, Andrew A. Tisdale and Michael J. Dominguez may be deemed to exercise voting and investment power over, and thus may be deemed to beneficially own, the securities held by PEP LLC. Each of R. Davis Noell, J. David Phillips, Karim A. Tabet, Andrew A. Tisdale and Michael J. Dominguez hereby disclaims beneficial ownership of the shares held by PEP LLC, except to the extent of its or his pecuniary interest therein, and this form shall not be construed as an admission that any such reporting person is the beneficial owner of any of the securities reported on this form.

F3 · ownership.nature: The securities reported are held directly by PEP LLC and may be deemed to be beneficially owned by R. Davis Noell, J. David Phillips, Karim A. Tabet, Andrew A. Tisdale and Michael J. Dominguez due to their control of PEP LLC.

F4 · ownership.nature: The record and other beneficial owners of the reported securities have separately filed Form 4s.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:07 UTC
Turner KelliDirector
GrantRestricted Stock Units · Derivative 14,609 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077079 · ownership.xml · derivative · entry 3

Turner Kelli · CIK 0001459490 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,609

Underlying: Common Stock · 14,609 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Ms. Turner's continued services.

F3 · derivative.expiration_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Ms. Turner's continued services.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:07 UTC
Turner KelliDirector
Exercise / conversionRestricted Stock Units · Derivative 10,724 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077079 · ownership.xml · derivative · entry 2

Turner Kelli · CIK 0001459490 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,724 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:07 UTC
Turner KelliDirector
Exercise / conversionCommon Stock 10,724 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077079 · ownership.xml · nonDerivative · entry 1

Turner Kelli · CIK 0001459490 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,479

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 · price: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:02 UTC
Wagner ScottDirector
GrantRestricted Stock Units · Derivative 14,609 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077069 · ownership.xml · derivative · entry 3

Wagner Scott · CIK 0001342655 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 14,609

Underlying: Common Stock · 14,609 shares

Expires not disclosed

F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Mr. Wagner's continued services.

F4 · derivative.expiration_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Mr. Wagner's continued services.

F2 · ownership.nature: Represents shares and restricted stock units held by Hilltopper LLC, which is wholly-owned by Mr. Wagner.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:02 UTC
Wagner ScottDirector
Exercise / conversionRestricted Stock Units · Derivative 10,724 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077069 · ownership.xml · derivative · entry 2

Wagner Scott · CIK 0001342655 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 0

Underlying: Common Stock · 10,724 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.

F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

F2 · ownership.nature: Represents shares and restricted stock units held by Hilltopper LLC, which is wholly-owned by Mr. Wagner.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:02 UTC
Wagner ScottDirector
Exercise / conversionCommon Stock 10,724 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077069 · ownership.xml · nonDerivative · entry 1

Wagner Scott · CIK 0001342655 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 31,917

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 · price: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

F2 · ownership.nature: Represents shares and restricted stock units held by Hilltopper LLC, which is wholly-owned by Mr. Wagner.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:08 UTC GrantRestricted Stock Units · Derivative 14,609 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077081 · ownership.xml · derivative · entry 2

Desmond Laura · CIK 0001550028 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 14,609

Underlying: Common Stock · 14,609 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Ms. Desmond's continued services. Ms. Desmond made an election under the Issuer's deferred compensation plan to defer delivery of the vested shares to the earlier of (i) January 1, 2027 and (ii) the reporting person's end of service as a Director (in which case the shares will be delivered in a lump sum).

F5 · derivative.expiration_date: Represents time-based restricted stock units granted on May 21, 2025 pursuant to the annual equity grant under DoubleVerify Holdings, Inc.'s non-employee director compensation program. The restricted stock units vest on the earlier of (i) May 21, 2026 and (ii) the date of DoubleVerify Holdings, Inc.'s 2026 Annual Meeting of Stockholders, subject to Ms. Desmond's continued services. Ms. Desmond made an election under the Issuer's deferred compensation plan to defer delivery of the vested shares to the earlier of (i) January 1, 2027 and (ii) the reporting person's end of service as a Director (in which case the shares will be delivered in a lump sum).

F4 · ownership.nature: Represents restricted stock units held by the Laura B. Desmond Revocable Trust for which Ms. Desmond is trustee.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:08 UTC Exercise / conversionRestricted Stock Units · Derivative 10,724 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077081 · ownership.xml · derivative · entry 1

Desmond Laura · CIK 0001550028 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

Underlying: Common Stock · 10,724 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: Restricted stock units convert into common stock on a one-for-one basis.

F2 · shares: As reported previously, the reporting person made an election under the Issuer's deferred compensation plan to defer delivery of the vested shares to the earlier of (i) January 1, 2026 and (ii) the reporting person's end of service as a Director (in which case the shares will be delivered in a lump sum).

F3 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

F3 · derivative.expiration_date: Each restricted stock unit ("RSU") was granted on May 23, 2024 and represents a right to receive one share of common stock on a one-to-one basis. The RSUs fully vested on May 21, 2025.

F2 · derivative.underlying_shares: As reported previously, the reporting person made an election under the Issuer's deferred compensation plan to defer delivery of the vested shares to the earlier of (i) January 1, 2026 and (ii) the reporting person's end of service as a Director (in which case the shares will be delivered in a lump sum).

F4 · ownership.nature: Represents restricted stock units held by the Laura B. Desmond Revocable Trust for which Ms. Desmond is trustee.

Read SEC document
March 21, 2025 Filed Mar 25, 2025 20:15 UTC Exercise / conversionOptions (Right to Buy) · Derivative 37,500 $0.00 Strike: $2.01 $0.00
Disclosure

SEC source: 0000950170-25-044399 · ownership.xml · derivative · entry 2

Desmond Laura · CIK 0001550028 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 48,539

Underlying: Common Stock · 37,500 shares

Expires 2027-09-20

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

F2 · shares: Represents non-qualified stock options granted on September 20, 2017 that vested on November 22, 2021 upon Providence VII U.S. Holdings L.P. receiving cumulative cash proceeds in respect of its investment in the Issuer equal to two times its aggregate cash investment in the Issuer.

F1 · ownership.nature: Represents shares and options held by the Laura B. Desmond Revocable Trust for which Ms. Desmond is trustee.

Read SEC document
March 21, 2025 Filed Mar 25, 2025 20:15 UTC Exercise / conversionCommon Stock 37,500 $2.01 $75,375.00
Disclosure

SEC source: 0000950170-25-044399 · ownership.xml · nonDerivative · entry 1

Desmond Laura · CIK 0001550028 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 175,406

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 · ownership.nature: Represents shares and options held by the Laura B. Desmond Revocable Trust for which Ms. Desmond is trustee.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Exercise / conversionRestricted Stock Units · Derivative 1,991 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · derivative · entry 16

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,973

Underlying: Common Stock · 1,991 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.

F11 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F9 · derivative.exercise_date: Each RSU was granted on December 10, 2021. 6.25% of the RSUs vested and were settled on March 15, 2022 (the "2022 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2022 Vesting Date.

F9 · derivative.expiration_date: Each RSU was granted on December 10, 2021. 6.25% of the RSUs vested and were settled on March 15, 2022 (the "2022 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2022 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Exercise / conversionRestricted Stock Units · Derivative 3,437 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · derivative · entry 15

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,059

Underlying: Common Stock · 3,437 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.

F11 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F7 · derivative.exercise_date: Each RSU was granted on December 12, 2022. 6.25% of the RSUs vested and were settled on March 15, 2023 (the "2023 Vesting Date"), and the remainder of the RSUsvest at a rate of 6.25% on each quarterly anniversary of the 2023 Vesting Date.

F7 · derivative.expiration_date: Each RSU was granted on December 12, 2022. 6.25% of the RSUs vested and were settled on March 15, 2023 (the "2023 Vesting Date"), and the remainder of the RSUsvest at a rate of 6.25% on each quarterly anniversary of the 2023 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Exercise / conversionRestricted Stock Units · Derivative 3,034 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · derivative · entry 14

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,374

Underlying: Common Stock · 3,034 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.

F11 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: Each RSU was granted on December 19, 2023. 6.25% of the RSUs vested and were settled on March 15, 2024 (the "2024 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2024 Vesting Date.

F5 · derivative.expiration_date: Each RSU was granted on December 19, 2023. 6.25% of the RSUs vested and were settled on March 15, 2024 (the "2024 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2024 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Exercise / conversionRestricted Stock Units · Derivative 5,074 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · derivative · entry 13

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,095

Underlying: Common Stock · 5,074 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.

F11 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Each restricted stock unit "RSU" was granted on March 13, 2025. 6.25% of the RSUs vested and were settled on the 2025 Vesting Date, and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2025 Vesting Date.

F3 · derivative.expiration_date: Each restricted stock unit "RSU" was granted on March 13, 2025. 6.25% of the RSUs vested and were settled on the 2025 Vesting Date, and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2025 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Exercise / conversionPerformance Stock Units · Derivative 5,360 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · derivative · entry 12

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,504

Underlying: Common Stock · 5,360 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.

F13 · derivative.exercise_price: PSUs convert into common stock on a one-for-one basis.

F1 · derivative.exercise_date: Each performance stock unit "PSU" was granted on December 19, 2023. 41.67% of the earned shares vested and were settled on March 15, 2025 (the "2025 Vesting Date"), and the remainder of the earned shares vest at a rate of 8.33% on each quarterly anniversary of the 2025 Vesting Date.

F1 · derivative.expiration_date: Each performance stock unit "PSU" was granted on December 19, 2023. 41.67% of the earned shares vested and were settled on March 15, 2025 (the "2025 Vesting Date"), and the remainder of the earned shares vest at a rate of 8.33% on each quarterly anniversary of the 2025 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Tax withholdingCommon Stock 555 $14.36 $7,969.80
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · nonDerivative · entry 10

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 198,147

F10 · kind: Represents shares withheld to satisfy tax obligations in connection with the vesting of 1,991 RSUs on March 15, 2025.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Exercise / conversionCommon Stock 1,991 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · nonDerivative · entry 9

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 198,702

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.

F9 · price: Each RSU was granted on December 10, 2021. 6.25% of the RSUs vested and were settled on March 15, 2022 (the "2022 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2022 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Tax withholdingCommon Stock 958 $14.36 $13,756.88
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · nonDerivative · entry 8

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 196,711

F8 · kind: Represents shares withheld to satisfy tax obligations in connection with the vesting of 3,437 RSUs on March 15, 2025.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Exercise / conversionCommon Stock 3,437 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · nonDerivative · entry 7

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 197,669

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.

F7 · price: Each RSU was granted on December 12, 2022. 6.25% of the RSUs vested and were settled on March 15, 2023 (the "2023 Vesting Date"), and the remainder of the RSUsvest at a rate of 6.25% on each quarterly anniversary of the 2023 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Tax withholdingCommon Stock 845 $14.36 $12,134.20
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · nonDerivative · entry 6

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 194,232

F6 · kind: Represents shares withheld to satisfy tax obligations in connection with the vesting of 3,034 RSUs on March 15, 2025.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Exercise / conversionCommon Stock 3,034 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · nonDerivative · entry 5

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 195,077

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

F5 · price: Each RSU was granted on December 19, 2023. 6.25% of the RSUs vested and were settled on March 15, 2024 (the "2024 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2024 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Tax withholdingCommon Stock 1,414 $14.36 $20,305.04
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · nonDerivative · entry 4

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 192,043

F4 · kind: Represents shares withheld to satisfy tax obligations in connection with the vesting of 5,074 RSUs on March 15, 2025.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Exercise / conversionCommon Stock 5,074 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · nonDerivative · entry 3

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 193,457

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

F3 · price: Each restricted stock unit "RSU" was granted on March 13, 2025. 6.25% of the RSUs vested and were settled on the 2025 Vesting Date, and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2025 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Tax withholdingCommon Stock 1,494 $14.36 $21,453.84
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · nonDerivative · entry 2

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 188,383

F2 · kind: Represents shares withheld to satisfy tax obligations in connection with the vesting of 5,360 PSUs on March 15, 2025.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 17:38 UTC
Eddleman JulieGlobal Chief Comm. Officer
Exercise / conversionCommon Stock 5,360 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040517 · ownership.xml · nonDerivative · entry 1

Eddleman Julie · CIK 0001853942 · Global Chief Comm. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 189,877

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 · price: Each performance stock unit "PSU" was granted on December 19, 2023. 41.67% of the earned shares vested and were settled on March 15, 2025 (the "2025 Vesting Date"), and the remainder of the earned shares vest at a rate of 8.33% on each quarterly anniversary of the 2025 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 21:53 UTC
Grimmig Andrew EChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 1,493 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040532 · ownership.xml · derivative · entry 16

Grimmig Andrew E · CIK 0001854079 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,479

Underlying: Common Stock · 1,493 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.

F11 · derivative.exercise_price: RSUs convert into common stock on a one-for-one basis.

F9 · derivative.exercise_date: Each RSU was granted on December 10, 2021. 6.25% of the RSUs vested and were settled on March 15, 2022 (the "2022 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2022 Vesting Date.

F9 · derivative.expiration_date: Each RSU was granted on December 10, 2021. 6.25% of the RSUs vested and were settled on March 15, 2022 (the "2022 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2022 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 21:53 UTC
Grimmig Andrew EChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040532 · ownership.xml · derivative · entry 15

Grimmig Andrew E · CIK 0001854079 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,500

Underlying: Common Stock · 2,500 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.

F11 · derivative.exercise_price: RSUs convert into common stock on a one-for-one basis.

F7 · derivative.exercise_date: Each RSU was granted on December 12, 2022. 6.25% of the RSUs vested and were settled on March 15, 2023 (the "2023 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2023 Vesting Date.

F7 · derivative.expiration_date: Each RSU was granted on December 12, 2022. 6.25% of the RSUs vested and were settled on March 15, 2023 (the "2023 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2023 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 21:53 UTC
Grimmig Andrew EChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 2,384 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040532 · ownership.xml · derivative · entry 14

Grimmig Andrew E · CIK 0001854079 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,221

Underlying: Common Stock · 2,384 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.

F11 · derivative.exercise_price: RSUs convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: Each RSU was granted on December 19, 2023. 6.25% of the RSUs vested and were settled on March 15, 2024 (the "2024 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2024 Vesting Date.

F5 · derivative.expiration_date: Each RSU was granted on December 19, 2023. 6.25% of the RSUs vested and were settled on March 15, 2024 (the "2024 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2024 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 21:53 UTC
Grimmig Andrew EChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 5,074 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040532 · ownership.xml · derivative · entry 13

Grimmig Andrew E · CIK 0001854079 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,095

Underlying: Common Stock · 5,074 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.

F11 · derivative.exercise_price: RSUs convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Each restricted stock unit "RSU" was granted on March 13, 2025. 6.25% of the RSUs vested and were settled on the 2025 Vesting Date, and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2025 Vesting Date.

F3 · derivative.expiration_date: Each restricted stock unit "RSU" was granted on March 13, 2025. 6.25% of the RSUs vested and were settled on the 2025 Vesting Date, and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2025 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 21:53 UTC
Grimmig Andrew EChief Legal Officer
Exercise / conversionPerformance Stock Units · Derivative 4,211 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040532 · ownership.xml · derivative · entry 12

Grimmig Andrew E · CIK 0001854079 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,896

Underlying: Common Stock · 4,211 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.

F13 · derivative.exercise_price: PSUs convert into common stock on a one-for-one basis.

F1 · derivative.exercise_date: Each performance stock unit "PSU" was granted on December 19, 2023. 41.67% of the earned shares vested and were settled on March 15, 2025 (the "2025 Vesting Date"), and the remainder of the earned shares vest at a rate of 8.33% on each quarterly anniversary of the 2025 Vesting Date.

F1 · derivative.expiration_date: Each performance stock unit "PSU" was granted on December 19, 2023. 41.67% of the earned shares vested and were settled on March 15, 2025 (the "2025 Vesting Date"), and the remainder of the earned shares vest at a rate of 8.33% on each quarterly anniversary of the 2025 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 21:53 UTC
Grimmig Andrew EChief Legal Officer
Tax withholdingCommon Stock 450 $14.36 $6,462.00
Disclosure

SEC source: 0000950170-25-040532 · ownership.xml · nonDerivative · entry 10

Grimmig Andrew E · CIK 0001854079 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,813

F10 · kind: Represents shares withheld to satisfy tax obligations in connection with the vesting of 1,493 RSUs on March 15, 2025.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 21:53 UTC
Grimmig Andrew EChief Legal Officer
Exercise / conversionCommon Stock 1,493 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040532 · ownership.xml · nonDerivative · entry 9

Grimmig Andrew E · CIK 0001854079 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,263

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.

F9 · price: Each RSU was granted on December 10, 2021. 6.25% of the RSUs vested and were settled on March 15, 2022 (the "2022 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2022 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 21:53 UTC
Grimmig Andrew EChief Legal Officer
Tax withholdingCommon Stock 753 $14.36 $10,813.08
Disclosure

SEC source: 0000950170-25-040532 · ownership.xml · nonDerivative · entry 8

Grimmig Andrew E · CIK 0001854079 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,770

F8 · kind: Represents shares withheld to satisfy tax obligations in connection with the vesting of 2,500 RSUs on March 15, 2025.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 21:53 UTC
Grimmig Andrew EChief Legal Officer
Exercise / conversionCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040532 · ownership.xml · nonDerivative · entry 7

Grimmig Andrew E · CIK 0001854079 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,523

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.

F7 · price: Each RSU was granted on December 12, 2022. 6.25% of the RSUs vested and were settled on March 15, 2023 (the "2023 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2023 Vesting Date.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 21:53 UTC
Grimmig Andrew EChief Legal Officer
Tax withholdingCommon Stock 718 $14.36 $10,310.48
Disclosure

SEC source: 0000950170-25-040532 · ownership.xml · nonDerivative · entry 6

Grimmig Andrew E · CIK 0001854079 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,023

F6 · kind: Represents shares withheld to satisfy tax obligations in connection with the vesting of 2,384 RSUs on March 15, 2025.

Read SEC document
March 15, 2025 Filed Mar 17, 2025 21:53 UTC
Grimmig Andrew EChief Legal Officer
Exercise / conversionCommon Stock 2,384 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040532 · ownership.xml · nonDerivative · entry 5

Grimmig Andrew E · CIK 0001854079 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,741

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

F5 · price: Each RSU was granted on December 19, 2023. 6.25% of the RSUs vested and were settled on March 15, 2024 (the "2024 Vesting Date"), and the remainder of the RSUs vest at a rate of 6.25% on each quarterly anniversary of the 2024 Vesting Date.

Read SEC document

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