Last 12 months
Inside the activity.
6 purchase rows · 4 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 3 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 2 | 0 |
| Mar 2026 | 2 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 2 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 07, 2024 Filed Jun 11, 2024 20:10 UTC |
Goldsmith-Grover SarahDirector
|
SaleClass A Common Stock | 1,000 | $72.06 | $72,060.00 |
DisclosureSEC source: 0000950170-24-071879 · ownership.xml · nonDerivative · entry 2 Goldsmith-Grover Sarah · CIK 0001811990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,474 Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 20:10 UTC |
Goldsmith-Grover SarahDirector
|
GrantClass A Common Stock | 2,757 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071879 · ownership.xml · nonDerivative · entry 1 Goldsmith-Grover Sarah · CIK 0001811990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,474 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. Read SEC document |
| June 06, 2024 Filed Jun 6, 2024 20:15 UTC |
Isaacman JaredDirector · Chairman & CEO · 10% owner
|
PurchaseClass A Common Stock | 29,669 | $69.23 | $2,053,931.47 |
DisclosureSEC source: 0000950170-24-069896 · ownership.xml · nonDerivative · entry 1 Isaacman Jared · CIK 0001805608 · Director · Chairman & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 651,631 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.885 to $69.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 20:15 UTC |
Lauber David TaylorSee Remarks
|
SaleClass A Common Stock | 15,000 | $69.26 | $1,038,892.50 |
DisclosureSEC source: 0000950170-24-068676 · ownership.xml · nonDerivative · entry 1 Lauber David Taylor · CIK 0001805630 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 222,045 F1 · shares: Represents sales pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.54 to $70.03, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 23, 2024 Filed May 23, 2024 23:08 UTC |
Isaacman JaredDirector · Chairman & CEO · 10% owner
|
PurchaseClass A Common Stock | 39,135 | $64.04 | $2,506,107.56 |
DisclosureSEC source: 0000950170-24-064203 · ownership.xml · nonDerivative · entry 1 Isaacman Jared · CIK 0001805608 · Director · Chairman & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 621,962 F1 · price: The price reported in Column 4 is a weighted average price calculated by the broker executing the transaction. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate purchase price. Read SEC document |
| May 15, 2024 Filed May 16, 2024 00:30 UTC |
Disman NancyChief Financial Officer
|
SaleClass A Common Stock | 10,000 | $72.34 | $723,391.00 |
DisclosureSEC source: 0000950170-24-060764 · ownership.xml · nonDerivative · entry 1 Disman Nancy · CIK 0001621493 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,954 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.31 to $72.3550, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 14, 2024 Filed May 14, 2024 21:00 UTC |
Isaacman JaredDirector · Chairman & CEO · 10% owner
|
PurchaseClass A Common Stock | 85,916 | $67.09 | $5,764,465.29 |
DisclosureSEC source: 0000950170-24-059750 · ownership.xml · nonDerivative · entry 1 Isaacman Jared · CIK 0001805608 · Director · Chairman & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 582,827 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $66.8456 to $67.3164, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| March 09, 2024 Filed Mar 12, 2024 16:43 UTC |
Frankel JordanSee Remarks
|
Tax withholdingClass A Common Stock | 4,222 | $82.16 | $346,879.52 |
DisclosureSEC source: 0000950170-24-030047 · ownership.xml · nonDerivative · entry 2 Frankel Jordan · CIK 0001805622 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,521 F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. Read SEC document |
| March 09, 2024 Filed Mar 12, 2024 16:43 UTC |
Frankel JordanSee Remarks
|
Tax withholdingClass A Common Stock | 1,147 | $82.16 | $94,237.52 |
DisclosureSEC source: 0000950170-24-030047 · ownership.xml · nonDerivative · entry 1 Frankel Jordan · CIK 0001805622 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,743 F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. Read SEC document |
| March 09, 2024 Filed Mar 12, 2024 20:43 UTC |
Lauber David TaylorSee Remarks
|
Tax withholdingClass A Common Stock | 5,375 | $82.16 | $441,610.00 |
DisclosureSEC source: 0000950170-24-030048 · ownership.xml · nonDerivative · entry 2 Lauber David Taylor · CIK 0001805630 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,045 F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. Read SEC document |
| March 09, 2024 Filed Mar 12, 2024 20:43 UTC |
Lauber David TaylorSee Remarks
|
Tax withholdingClass A Common Stock | 1,460 | $82.16 | $119,953.60 |
DisclosureSEC source: 0000950170-24-030048 · ownership.xml · nonDerivative · entry 1 Lauber David Taylor · CIK 0001805630 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,420 F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 02:12 UTC |
Lauber David TaylorSee Remarks
|
SaleClass A Common Stock | 15,000 | $80.15 | $1,202,182.50 |
DisclosureSEC source: 0000950170-24-026776 · ownership.xml · nonDerivative · entry 2 Lauber David Taylor · CIK 0001805630 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 243,880 F2 · kind: Represents sales pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.83 to $80.5725, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 02, 2024 Filed Mar 5, 2024 21:14 UTC |
Frankel JordanSee Remarks
|
Tax withholdingClass A Common Stock | 3,020 | $83.54 | $252,290.80 |
DisclosureSEC source: 0000950170-24-026778 · ownership.xml · nonDerivative · entry 1 Frankel Jordan · CIK 0001805622 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,890 F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. Read SEC document |
| March 02, 2024 Filed Mar 6, 2024 02:12 UTC |
Lauber David TaylorSee Remarks
|
Tax withholdingClass A Common Stock | 14,342 | $83.54 | $1,198,130.68 |
DisclosureSEC source: 0000950170-24-026776 · ownership.xml · nonDerivative · entry 1 Lauber David Taylor · CIK 0001805630 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 258,880 F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. Read SEC document |
| March 02, 2024 Filed Mar 6, 2024 02:11 UTC |
Disman NancyChief Financial Officer
|
Tax withholdingClass A Common Stock | 5,573 | $83.54 | $465,568.42 |
DisclosureSEC source: 0000950170-24-026774 · ownership.xml · nonDerivative · entry 1 Disman Nancy · CIK 0001621493 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,954 F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 02:40 UTC |
Isaacman JaredDirector · Chairman & CEO · 10% owner
|
Tax withholdingClass A Common Stock | 43,041 | $85.90 | $3,697,221.90 |
DisclosureSEC source: 0000950170-24-025283 · ownership.xml · nonDerivative · entry 2 Isaacman Jared · CIK 0001805608 · Director · Chairman & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 496,911 F2 · shares: These shares were withheld for payment of the withholding taxes upon the immediate vesting of the restricted stock units granted to the Reporting Person on February 29, 2024. Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 02:40 UTC |
Isaacman JaredDirector · Chairman & CEO · 10% owner
|
GrantClass A Common Stock | 105,355 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025283 · ownership.xml · nonDerivative · entry 1 Isaacman Jared · CIK 0001805608 · Director · Chairman & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 539,952 F1 · shares: Represents an award of restricted stock units which are fully vested. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 21:37 UTC |
Frankel JordanSee Remarks
|
GrantClass A Common Stock | 27,357 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025278 · ownership.xml · nonDerivative · entry 1 Frankel Jordan · CIK 0001805622 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,910 F1 · shares: Represents an award of restricted stock units, which will vest in equal annual installments on each of the first three anniversaries of the grant date, in each case subject to continued service by the Reporting Person through the applicable vesting dates. Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 02:45 UTC |
Lauber David TaylorSee Remarks
|
GrantClass A Common Stock | 70,198 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025295 · ownership.xml · nonDerivative · entry 1 Lauber David Taylor · CIK 0001805630 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 273,222 F1 · shares: Represents an award of restricted stock units, which will vest in equal annual installments on each of the first three anniversaries of the grant date, in each case subject to continued service by the Reporting Person through the applicable vesting dates. Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 02:37 UTC |
Disman NancyChief Financial Officer
|
GrantClass A Common Stock | 27,357 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025277 · ownership.xml · nonDerivative · entry 1 Disman Nancy · CIK 0001621493 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290,527 F1 · shares: Represents an award of restricted stock units, which will vest in equal annual installments on each of the first three anniversaries of the grant date, in each case subject to continued service by the Reporting Person through the applicable vesting dates. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 21:15 UTC |
Disman NancyChief Financial Officer
|
SaleClass A Common Stock | 4,946 | $74.51 | $368,513.60 |
DisclosureSEC source: 0000950170-24-012206 · ownership.xml · nonDerivative · entry 2 Disman Nancy · CIK 0001621493 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 263,170 F1 · kind: Represents sales pursuant to a Rule 10b5-1 trading plan entered into on March 14, 2023 (the "Plan"). Following the sales reported in Table I, all trades under the Plan have been completed pursuant to its terms. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.0568 to $75.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 21:15 UTC |
Disman NancyChief Financial Officer
|
SaleClass A Common Stock | 5,054 | $73.51 | $371,526.11 |
DisclosureSEC source: 0000950170-24-012206 · ownership.xml · nonDerivative · entry 1 Disman Nancy · CIK 0001621493 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 268,116 F1 · kind: Represents sales pursuant to a Rule 10b5-1 trading plan entered into on March 14, 2023 (the "Plan"). Following the sales reported in Table I, all trades under the Plan have been completed pursuant to its terms. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.02 to $74.0199, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 28, 2023 Filed Dec 29, 2023 21:05 UTC |
Isaacman JaredDirector · Chairman & CEO · 10% owner
|
GiftClass C Common Stock | 17,126 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-073831 · ownership.xml · nonDerivative · entry 1 Isaacman Jared · CIK 0001805608 · Director · Chairman & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,523,093 F1 · kind: The transaction reported shows the Reporting Person's charitable gift of 17,126 shares of the Issuer's Class A common stock to Renaissance Charitable Foundation, Inc. (the "Donee") (and the simultaneous cancellation of the same number of shares of the Issuer's Class C Common stock). The Donee has agreed not to sell the shares until the Issuer's next open trading window in compliance with the Issuer's Insider Trading Compliance Policy. F2 · ownership.nature: Securities held of record by Rook Holdings, Inc. ("Rook"). The Reporting Person, Mr. Isaacman, is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 21:00 UTC |
Frankel JordanSee Remarks
|
Tax withholdingClass A Common Stock | 1,665 | $65.66 | $109,323.90 |
DisclosureSEC source: 0000950170-23-069507 · ownership.xml · nonDerivative · entry 1 Frankel Jordan · CIK 0001805622 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,553 F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 02:00 UTC |
Lauber David TaylorSee Remarks
|
Tax withholdingClass A Common Stock | 2,119 | $65.66 | $139,133.54 |
DisclosureSEC source: 0000950170-23-069506 · ownership.xml · nonDerivative · entry 1 Lauber David Taylor · CIK 0001805630 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,024 F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. Read SEC document |
| November 28, 2023 Filed Nov 29, 2023 22:40 UTC |
Goldsmith-Grover SarahDirector
|
SaleClass A Common Stock | 1,000 | $65.04 | $65,040.00 |
DisclosureSEC source: 0000950170-23-066850 · ownership.xml · nonDerivative · entry 1 Goldsmith-Grover Sarah · CIK 0001811990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,717 Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 02:26 UTC |
Disman NancyChief Financial Officer
|
SaleClass A Common Stock | 10,000 | $65.07 | $650,684.00 |
DisclosureSEC source: 0000950170-23-065267 · ownership.xml · nonDerivative · entry 1 Disman Nancy · CIK 0001621493 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 273,170 F1 · kind: Represents sales pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.25, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 14, 2023 Filed Nov 15, 2023 02:07 UTC |
Disman NancyChief Financial Officer
|
SaleClass A Common Stock | 13,000 | $60.14 | $781,878.50 |
DisclosureSEC source: 0000950170-23-063963 · ownership.xml · nonDerivative · entry 2 Disman Nancy · CIK 0001621493 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 283,170 F2 · kind: Represents sales pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.37, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 20:53 UTC |
Frankel JordanSee Remarks
|
SaleClass A Common Stock | 7,000 | $58.81 | $411,700.80 |
DisclosureSEC source: 0000950170-23-063953 · ownership.xml · nonDerivative · entry 1 Frankel Jordan · CIK 0001805622 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,218 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.75 to $58.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 01:52 UTC |
Lauber David TaylorSee Remarks
|
SaleClass A Common Stock | 5,000 | $57.00 | $285,000.00 |
DisclosureSEC source: 0000950170-23-063952 · ownership.xml · nonDerivative · entry 2 Lauber David Taylor · CIK 0001805630 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,143 Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 02:07 UTC |
Disman NancyChief Financial Officer
|
SaleClass A Common Stock | 5,000 | $58.31 | $291,534.00 |
DisclosureSEC source: 0000950170-23-063963 · ownership.xml · nonDerivative · entry 1 Disman Nancy · CIK 0001621493 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 296,170 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.29 to $58.31, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 10, 2023 Filed Nov 15, 2023 01:52 UTC |
Lauber David TaylorSee Remarks
|
GiftClass A Common Stock | 2,049 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-063952 · ownership.xml · nonDerivative · entry 1 Lauber David Taylor · CIK 0001805630 · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 210,143 F1 · ownership.nature: Represents shares donated by the Reporting Person to a Donor Advised Fund - the Lauber Family Giving Fund. Read SEC document |
| October 04, 2023 Filed Oct 6, 2023 20:05 UTC |
Isaacman JaredDirector · Chairman & CEO · 10% owner
|
GiftClass C Common Stock | 47,232 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-052394 · ownership.xml · nonDerivative · entry 1 Isaacman Jared · CIK 0001805608 · Director · Chairman & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,540,219 F1 · kind: The transaction reported shows the Reporting Person's charitable gift of 47,232 shares of the Issuer's Class A common stock to St. Luke's Health Network, Inc. d/b/a/ St. Luke's University Health Network (the "Donee") (and the simultaneous cancelation of the same number of shares of the Issuer's Class C Common stock). Per the donation agreement between the Reporting Person and the Donee, the Donee is restricted from any sale of the shares for one year. F2 · ownership.nature: Securities held of record by Rook Holdings, Inc. ("Rook"). The Reporting Person, Mr. Isaacman, is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 01:34 UTC |
Disman NancyChief Financial Officer
|
SaleClass A Common Stock | 2,000 | $65.12 | $130,240.00 |
DisclosureSEC source: 0000950170-23-040889 · ownership.xml · nonDerivative · entry 2 Disman Nancy · CIK 0001621493 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,170 F2 · kind: Represents sales pursuant to a Rule 10b5-1 trading plan entered into on March 14, 2023. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.01 to $65.24, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 05, 2023 Filed Aug 10, 2023 01:34 UTC |
Disman NancyChief Financial Officer
|
Tax withholdingClass A Common Stock | 71,995 | $64.44 | $4,639,357.80 |
DisclosureSEC source: 0000950170-23-040889 · ownership.xml · nonDerivative · entry 1 Disman Nancy · CIK 0001621493 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,170 F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. Read SEC document |
| June 22, 2023 Filed Jun 27, 2023 00:41 UTC |
Isaacman JaredDirector · Chairman & CEO · 10% owner
|
GiftClass C Common Stock | 22,677 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-029939 · ownership.xml · nonDerivative · entry 3 Isaacman Jared · CIK 0001805608 · Director · Chairman & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,587,451 F4 · kind: The transaction reported shows the Reporting Person's charitable gift of 22,677 shares of Issuer's Class A common stock to Renaissance Charitable Foundation, Inc. (and the simultaneous cancellation of the same number of shares of the Issuer's Class C Common stock) as part of a previously announced giving pledge by the Reporting Person in conjunction with the Caring for Crypto Campaign. This charitable gift is the final gift and completes the Reporting Person's intended donations under such pledge. F2 · ownership.nature: Securities held of record by Rook Holdings, Inc. ("Rook"). The Reporting Person, Mr. Isaacman, is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities. Read SEC document |
| June 22, 2023 Filed Jun 27, 2023 00:41 UTC |
Isaacman JaredDirector · Chairman & CEO · 10% owner
|
GiftClass C Common Stock | 308,756 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-029939 · ownership.xml · nonDerivative · entry 2 Isaacman Jared · CIK 0001805608 · Director · Chairman & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,610,128 F3 · kind: The transaction reported shows the Reporting Person's charitable gift of 308,756 shares of Issuer's Class A common stock to St. Jude Children's Research Hospital (and the simultaneous cancellation of the same number of shares of the Issuer's Class C Common stock) as part of a previously announced giving pledge, pursuant to which the Reporting Person announced the intention to make charitable donations to St. Jude Children's Hospital. This charitable gift is the final gift and completes the Reporting Person's intended donations under such pledge. F2 · ownership.nature: Securities held of record by Rook Holdings, Inc. ("Rook"). The Reporting Person, Mr. Isaacman, is the sole stockholder of Rook and therefore may be deemed to have beneficial ownership with respect to such securities. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 20:39 UTC |
Davis Karen RoterDirector
|
GrantClass A Common Stock | 2,997 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-015459 · doc4.xml · nonDerivative · entry 1 Davis Karen Roter · CIK 0001878982 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,592 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 20:41 UTC |
Cruz Christopher NestorDirector
|
GrantClass A Common Stock | 2,997 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-015462 · doc4.xml · nonDerivative · entry 1 Cruz Christopher Nestor · CIK 0001814178 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,545 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 16:37 UTC |
Isaacman DonaldDirector
|
GrantClass A Common Stock | 2,997 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-015457 · doc4.xml · nonDerivative · entry 1 Isaacman Donald · CIK 0001805579 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,989 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 20:38 UTC |
Halkyard Jonathan SDirector
|
GrantClass A Common Stock | 2,997 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-015458 · doc4.xml · nonDerivative · entry 1 Halkyard Jonathan S · CIK 0001371536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,397 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 20:39 UTC |
Bakhshandehpour SamDirector
|
GrantClass A Common Stock | 2,997 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-015460 · doc4.xml · nonDerivative · entry 1 Bakhshandehpour Sam · CIK 0001598283 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,548 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 20:35 UTC |
Goldsmith-Grover SarahDirector
|
GrantClass A Common Stock | 2,997 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-015452 · doc4.xml · nonDerivative · entry 1 Goldsmith-Grover Sarah · CIK 0001811990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,717 F1 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 16:33 UTC |
Frankel JordanSee Remarks
|
Tax withholdingClass A Common Stock | 34,150 | $67.46 | $2,303,759.00 |
DisclosureSEC source: 0000899243-23-015353 · doc4.xml · nonDerivative · entry 1 Frankel Jordan · CIK 0001805622 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,218 F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:35 UTC |
Lauber David TaylorSee Remarks
|
SaleClass A Common Stock | 3,650 | $66.83 | $243,929.50 |
DisclosureSEC source: 0000899243-23-015355 · doc4.xml · nonDerivative · entry 3 Lauber David Taylor · CIK 0001805630 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 212,192 F2 · kind: Represents sales pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.50 to $67.16, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:35 UTC |
Lauber David TaylorSee Remarks
|
SaleClass A Common Stock | 6,350 | $66.04 | $419,354.00 |
DisclosureSEC source: 0000899243-23-015355 · doc4.xml · nonDerivative · entry 2 Lauber David Taylor · CIK 0001805630 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 215,842 F2 · kind: Represents sales pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.50 to $66.44, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:35 UTC |
Lauber David TaylorSee Remarks
|
Tax withholdingClass A Common Stock | 21,716 | $67.46 | $1,464,961.36 |
DisclosureSEC source: 0000899243-23-015355 · doc4.xml · nonDerivative · entry 1 Lauber David Taylor · CIK 0001805630 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 222,192 F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 16:51 UTC |
Frankel JordanSee Remarks
|
Tax withholdingClass A Common Stock | 3,385 | $71.08 | $240,605.80 |
DisclosureSEC source: 0000899243-23-008114 · doc4.xml · nonDerivative · entry 2 Frankel Jordan · CIK 0001805622 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,368 F2 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 16:51 UTC |
Frankel JordanSee Remarks
|
SaleClass A Common Stock | 7,000 | $71.05 | $497,350.00 |
DisclosureSEC source: 0000899243-23-008114 · doc4.xml · nonDerivative · entry 1 Frankel Jordan · CIK 0001805622 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,753 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pricing ranging from $71.03 to $71.10. The Reporting Person undertakes to provide Shift4 Payments, Inc. (the "Company"), any securityholder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 21:53 UTC |
Lauber David TaylorSee Remarks
|
Tax withholdingClass A Common Stock | 4,849 | $71.08 | $344,666.92 |
DisclosureSEC source: 0000899243-23-008119 · doc4.xml · nonDerivative · entry 1 Lauber David Taylor · CIK 0001805630 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,908 F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the Reporting Person. 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.