Last 12 months
Inside the activity.
1 purchase rows · 23 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 2 |
| Dec 2025 | 0 | 3 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 1 |
| Mar 2026 | 0 | 2 |
| Apr 2026 | 0 | 2 |
| May 2026 | 1 | 1 |
| Jun 2026 | 0 | 2 |
| Jul 2026 | 0 | 2 |
| Aug 2026 | 0 | 3 |
| Sep 2026 | 0 | 2 |
| Oct 2026 | 0 | 3 |
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 |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC |
Roth James MChief Revenue Officer
|
Exercise / conversionCommon Stock | 30,638 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002057761-26-000014 · wk-form4_1783368636.xml · nonDerivative · entry 2 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 175,098 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC |
Roth James MChief Revenue Officer
|
Exercise / conversionCommon Stock | 4,465 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002057761-26-000014 · wk-form4_1783368636.xml · nonDerivative · entry 1 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 144,460 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC | Exercise / conversionRestricted Stock Units · Derivative | 49,218 | $0.00 | $0.00 |
DisclosureSEC source: 0002034804-26-000016 · wk-form4_1783368630.xml · derivative · entry 13 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 344,532 Underlying: Common Stock · 49,218 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F8 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on May 29, 2026, which vests in equal quarterly installments during the 24 months following April 1, 2026. F8 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on May 29, 2026, which vests in equal quarterly installments during the 24 months following April 1, 2026. Read SEC document |
|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC | Exercise / conversionRestricted Stock Units · Derivative | 7,118 | $0.00 | $0.00 |
DisclosureSEC source: 0002034804-26-000016 · wk-form4_1783368630.xml · derivative · entry 12 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,832 Underlying: Common Stock · 7,118 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F7 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on May 15, 2025, which vests as follows: (a) 33% on May 15, 2026; and (b) the remainder of the award in equal quarterly installments during the 24 months following May 15, 2026. F7 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on May 15, 2025, which vests as follows: (a) 33% on May 15, 2026; and (b) the remainder of the award in equal quarterly installments during the 24 months following May 15, 2026. Read SEC document |
|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC | Exercise / conversionRestricted Stock Units · Derivative | 7,812 | $0.00 | $0.00 |
DisclosureSEC source: 0002034804-26-000016 · wk-form4_1783368630.xml · derivative · entry 11 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,313 Underlying: Common Stock · 7,812 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F6 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on September 10, 2024, which vest as follows: (a) 25% on October 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following October 1, 2025. F6 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on September 10, 2024, which vest as follows: (a) 25% on October 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following October 1, 2025. Read SEC document |
|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC | Exercise / conversionRestricted Stock Units · Derivative | 764 | $0.00 | $0.00 |
DisclosureSEC source: 0002034804-26-000016 · wk-form4_1783368630.xml · derivative · entry 10 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,823 Underlying: Common Stock · 764 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on October 25, 2023, which vest in equal quarterly installments during the 36 months following October 1, 2024. F5 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on October 25, 2023, which vest in equal quarterly installments during the 36 months following October 1, 2024. Read SEC document |
|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC | Exercise / conversionRestricted Stock Units · Derivative | 223 | $0.00 | $0.00 |
DisclosureSEC source: 0002034804-26-000016 · wk-form4_1783368630.xml · derivative · entry 9 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 670 Underlying: Common Stock · 223 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 30 months following October 1, 2024. F4 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 30 months following October 1, 2024. Read SEC document |
|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC | Exercise / conversionRestricted Stock Units · Derivative | 1,555 | $0.00 | $0.00 |
DisclosureSEC source: 0002034804-26-000016 · wk-form4_1783368630.xml · derivative · entry 8 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,110 Underlying: Common Stock · 1,555 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on December 30, 2022, which vest in equal quarterly installments during the 27 months following October 1, 2024. F3 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on December 30, 2022, which vest in equal quarterly installments during the 27 months following October 1, 2024. Read SEC document |
|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC | Tax withholdingCommon Stock | 32,781 | $2.93 | $96,048.33 |
DisclosureSEC source: 0002034804-26-000016 · wk-form4_1783368630.xml · nonDerivative · entry 7 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,984 F2 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC | Exercise / conversionCommon Stock | 49,218 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002034804-26-000016 · wk-form4_1783368630.xml · nonDerivative · entry 6 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 273,765 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC | Exercise / conversionCommon Stock | 7,118 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002034804-26-000016 · wk-form4_1783368630.xml · nonDerivative · entry 5 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,547 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC | Exercise / conversionCommon Stock | 7,812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002034804-26-000016 · wk-form4_1783368630.xml · nonDerivative · entry 4 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,429 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC | Exercise / conversionCommon Stock | 764 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002034804-26-000016 · wk-form4_1783368630.xml · nonDerivative · entry 3 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,617 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC | Exercise / conversionCommon Stock | 223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002034804-26-000016 · wk-form4_1783368630.xml · nonDerivative · entry 2 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,853 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC | Exercise / conversionCommon Stock | 1,555 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002034804-26-000016 · wk-form4_1783368630.xml · nonDerivative · entry 1 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,630 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
|
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC |
Schuck HenryDirector · Chief Executive Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 13,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001813217-26-000014 · wk-form4_1783368642.xml · derivative · entry 5 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,508 Underlying: Common Stock · 13,787 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on May 29, 2024, which vest as follows: (a) 25% on April 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following April 1, 2025. F4 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on May 29, 2024, which vest as follows: (a) 25% on April 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following April 1, 2025. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC |
Schuck HenryDirector · Chief Executive Officer
|
Tax withholdingCommon Stock | 4,598 | $2.93 | $13,472.14 |
DisclosureSEC source: 0001813217-26-000014 · wk-form4_1783368642.xml · nonDerivative · entry 2 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,389,450 F2 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:10 UTC |
Schuck HenryDirector · Chief Executive Officer
|
Exercise / conversionCommon Stock | 13,787 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001813217-26-000014 · wk-form4_1783368642.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,394,048 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| June 02, 2026 Filed Jun 2, 2026 20:19 UTC |
McGrane AshleyGeneral Counsel and Corp Sec
|
SaleCommon Stock | 34 | $3.55 | $120.70 |
DisclosureSEC source: 0002057389-26-000016 · wk-form4_1780431580.xml · nonDerivative · entry 3 McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 80,147 F3 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| June 02, 2026 Filed Jun 2, 2026 20:19 UTC |
Roth James MChief Revenue Officer
|
SaleCommon Stock | 200 | $3.55 | $710.00 |
DisclosureSEC source: 0002057761-26-000012 · wk-form4_1780431592.xml · nonDerivative · entry 4 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 139,995 F3 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:20 UTC |
HSKB Funds II, LLC10% owner
|
OtherCommon Stock | 4,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001834202-26-000012 · wk-form4_1780431598.xml · nonDerivative · entry 1 HSKB Funds II, LLC · CIK 0001834202 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,878 F1 · kind: Reflects a distribution of Common Stock of ZoomInfo Technologies Inc. ("ZoomInfo") to one or more employees of ZoomInfo and its subsidiaries, including shares sold to cover such employees' tax liabilities in connection with the distribution of the securities reported herein. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:19 UTC |
McGrane AshleyGeneral Counsel and Corp Sec
|
Exercise / conversionRestricted Stock Units · Derivative | 206 | $0.00 | $0.00 |
DisclosureSEC source: 0002057389-26-000016 · wk-form4_1780431580.xml · derivative · entry 5 McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 227 Underlying: Common Stock · 206 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024. F5 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:19 UTC |
McGrane AshleyGeneral Counsel and Corp Sec
|
Tax withholdingCommon Stock | 69 | $3.33 | $229.77 |
DisclosureSEC source: 0002057389-26-000016 · wk-form4_1780431580.xml · nonDerivative · entry 2 McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 80,181 F2 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:19 UTC |
McGrane AshleyGeneral Counsel and Corp Sec
|
Exercise / conversionCommon Stock | 206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002057389-26-000016 · wk-form4_1780431580.xml · nonDerivative · entry 1 McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 80,250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:19 UTC |
Roth James MChief Revenue Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0002057761-26-000012 · wk-form4_1780431592.xml · derivative · entry 7 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 345 Underlying: Common Stock · 344 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F6 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024. F6 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:19 UTC |
Roth James MChief Revenue Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0002057761-26-000012 · wk-form4_1780431592.xml · derivative · entry 6 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 387 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on June 1, 2022, which vest in equal quarterly installments during the 18 months following December 1, 2024. F5 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on June 1, 2022, which vest in equal quarterly installments during the 18 months following December 1, 2024. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:19 UTC |
Roth James MChief Revenue Officer
|
Tax withholdingCommon Stock | 331 | $3.33 | $1,102.23 |
DisclosureSEC source: 0002057761-26-000012 · wk-form4_1780431592.xml · nonDerivative · entry 3 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 140,195 F2 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:19 UTC |
Roth James MChief Revenue Officer
|
Exercise / conversionCommon Stock | 344 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002057761-26-000012 · wk-form4_1780431592.xml · nonDerivative · entry 2 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 140,526 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:19 UTC |
Roth James MChief Revenue Officer
|
Exercise / conversionCommon Stock | 387 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002057761-26-000012 · wk-form4_1780431592.xml · nonDerivative · entry 1 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 140,182 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:19 UTC | Exercise / conversionRestricted Stock Units · Derivative | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0002034804-26-000014 · wk-form4_1780431586.xml · derivative · entry 6 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 656 Underlying: Common Stock · 328 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on December 1, 2022, which vest in equal quarterly installments during the 24 months following December 1, 2024. F5 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on December 1, 2022, which vest in equal quarterly installments during the 24 months following December 1, 2024. Read SEC document |
|
| June 01, 2026 Filed Jun 2, 2026 20:19 UTC | Exercise / conversionRestricted Stock Units · Derivative | 214 | $0.00 | $0.00 |
DisclosureSEC source: 0002034804-26-000014 · wk-form4_1780431586.xml · derivative · entry 5 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214 Underlying: Common Stock · 214 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024. F4 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024. Read SEC document |
|
| June 01, 2026 Filed Jun 2, 2026 20:19 UTC | Tax withholdingCommon Stock | 268 | $3.33 | $892.44 |
DisclosureSEC source: 0002034804-26-000014 · wk-form4_1780431586.xml · nonDerivative · entry 3 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,075 F2 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
|
| June 01, 2026 Filed Jun 2, 2026 20:19 UTC | Exercise / conversionCommon Stock | 328 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002034804-26-000014 · wk-form4_1780431586.xml · nonDerivative · entry 2 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,343 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
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| June 01, 2026 Filed Jun 2, 2026 20:19 UTC | Exercise / conversionCommon Stock | 214 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002034804-26-000014 · wk-form4_1780431586.xml · nonDerivative · entry 1 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,015 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
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| May 29, 2026 Filed Jun 2, 2026 20:19 UTC |
McGrane AshleyGeneral Counsel and Corp Sec
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GrantRestricted Stock Units · Derivative | 393,750 | $0.00 | $0.00 |
DisclosureSEC source: 0002057389-26-000016 · wk-form4_1780431580.xml · derivative · entry 4 McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 393,750 Underlying: Common Stock · 393,750 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The Reporting Person received an original grant of 393,750 restricted stock units, which vests in equal quarterly installments during the 24 months following April 1, 2026. F4 · derivative.expiration_date: The Reporting Person received an original grant of 393,750 restricted stock units, which vests in equal quarterly installments during the 24 months following April 1, 2026. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 20:19 UTC |
Roth James MChief Revenue Officer
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GrantRestricted Stock Units · Derivative | 647,500 | $0.00 | $0.00 |
DisclosureSEC source: 0002057761-26-000012 · wk-form4_1780431592.xml · derivative · entry 5 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 647,500 Underlying: Common Stock · 647,500 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The Reporting Person received an original grant of 647,500 restricted stock units, which vests in equal quarterly installments during the 24 months following April 1, 2026. F4 · derivative.expiration_date: The Reporting Person received an original grant of 647,500 restricted stock units, which vests in equal quarterly installments during the 24 months following April 1, 2026. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 20:19 UTC | GrantRestricted Stock Units · Derivative | 393,750 | $0.00 | $0.00 |
DisclosureSEC source: 0002034804-26-000014 · wk-form4_1780431586.xml · derivative · entry 4 O'Brien Michael Graham · CIK 0002034804 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 393,750 Underlying: Common Stock · 393,750 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The Reporting Person received an original grant of 393,750 restricted stock units, which vests in equal quarterly installments during the 24 months following April 1, 2026. F3 · derivative.expiration_date: The Reporting Person received an original grant of 393,750 restricted stock units, which vests in equal quarterly installments during the 24 months following April 1, 2026. Read SEC document |
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| May 26, 2026 Filed May 28, 2026 20:22 UTC |
Maida DomenicDirector
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PurchaseCommon Stock | 27,500 | $3.60 | $98,980.75 |
DisclosureSEC source: 0002032387-26-000004 · wk-form4_1779999756.xml · nonDerivative · entry 1 Maida Domenic · CIK 0002032387 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,342 F1 · price: This transaction represents an open market purchase. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $3.5950 to $3.6000, 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 above. Read SEC document |
| May 14, 2026 Filed May 18, 2026 16:26 UTC |
Giglio Robert KeithDirector
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GrantRestricted Stock Units · Derivative | 51,283 | $0.00 | $0.00 |
DisclosureSEC source: 0002058324-26-000002 · wk-form4_1779135994.xml · derivative · entry 3 Giglio Robert Keith · CIK 0002058324 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,283 Underlying: Common Stock · 51,283 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F3 · derivative.exercise_date: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders. F3 · derivative.expiration_date: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 14, 2026 Filed May 18, 2026 16:26 UTC |
Giglio Robert KeithDirector
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Exercise / conversionRestricted Stock Units · Derivative | 19,551 | $0.00 | $0.00 |
DisclosureSEC source: 0002058324-26-000002 · wk-form4_1779135994.xml · derivative · entry 2 Giglio Robert Keith · CIK 0002058324 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,551 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2 · derivative.exercise_date: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders. F2 · derivative.expiration_date: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders. Read SEC document |
| May 14, 2026 Filed May 18, 2026 16:26 UTC |
Giglio Robert KeithDirector
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Exercise / conversionCommon Stock | 19,551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002058324-26-000002 · wk-form4_1779135994.xml · nonDerivative · entry 1 Giglio Robert Keith · CIK 0002058324 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,076 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. Read SEC document |
| May 14, 2026 Filed May 18, 2026 16:26 UTC |
Wurzbacher OwenDirector
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GrantRestricted Stock Units · Derivative | 51,283 | $0.00 | $0.00 |
DisclosureSEC source: 0002032363-26-000002 · wk-form4_1779135975.xml · derivative · entry 3 Wurzbacher Owen · CIK 0002032363 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,283 Underlying: Common Stock · 51,283 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F3 · derivative.exercise_date: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders. F3 · derivative.expiration_date: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 14, 2026 Filed May 18, 2026 16:26 UTC |
Wurzbacher OwenDirector
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Exercise / conversionRestricted Stock Units · Derivative | 19,551 | $0.00 | $0.00 |
DisclosureSEC source: 0002032363-26-000002 · wk-form4_1779135975.xml · derivative · entry 2 Wurzbacher Owen · CIK 0002032363 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,551 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2 · derivative.exercise_date: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders. F2 · derivative.expiration_date: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders. Read SEC document |
| May 14, 2026 Filed May 18, 2026 16:26 UTC |
Wurzbacher OwenDirector
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Exercise / conversionCommon Stock | 19,551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002032363-26-000002 · wk-form4_1779135975.xml · nonDerivative · entry 1 Wurzbacher Owen · CIK 0002032363 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,242 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. Read SEC document |
| May 14, 2026 Filed May 18, 2026 20:26 UTC |
Maida DomenicDirector
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GrantRestricted Stock Units · Derivative | 51,283 | $0.00 | $0.00 |
DisclosureSEC source: 0002032387-26-000002 · wk-form4_1779135958.xml · derivative · entry 3 Maida Domenic · CIK 0002032387 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,283 Underlying: Common Stock · 51,283 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F3 · derivative.exercise_date: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders. F3 · derivative.expiration_date: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 14, 2026 Filed May 18, 2026 20:26 UTC |
Maida DomenicDirector
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Exercise / conversionRestricted Stock Units · Derivative | 19,551 | $0.00 | $0.00 |
DisclosureSEC source: 0002032387-26-000002 · wk-form4_1779135958.xml · derivative · entry 2 Maida Domenic · CIK 0002032387 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,551 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2 · derivative.exercise_date: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders. F2 · derivative.expiration_date: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders. Read SEC document |
| May 14, 2026 Filed May 18, 2026 20:26 UTC |
Maida DomenicDirector
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Exercise / conversionCommon Stock | 19,551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002032387-26-000002 · wk-form4_1779135958.xml · nonDerivative · entry 1 Maida Domenic · CIK 0002032387 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,842 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. Read SEC document |
| May 14, 2026 Filed May 18, 2026 16:26 UTC |
Enright KeithDirector
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GrantRestricted Stock Units · Derivative | 51,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001813220-26-000002 · wk-form4_1779135988.xml · derivative · entry 3 Enright Keith · CIK 0001813220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,283 Underlying: Common Stock · 51,283 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F3 · derivative.exercise_date: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders. F3 · derivative.expiration_date: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 14, 2026 Filed May 18, 2026 16:26 UTC |
Enright KeithDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 19,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001813220-26-000002 · wk-form4_1779135988.xml · derivative · entry 2 Enright Keith · CIK 0001813220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,551 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2 · derivative.exercise_date: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders. F2 · derivative.expiration_date: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders. Read SEC document |
| May 14, 2026 Filed May 18, 2026 16:26 UTC |
Enright KeithDirector
|
Exercise / conversionCommon Stock | 19,551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001813220-26-000002 · wk-form4_1779135988.xml · nonDerivative · entry 1 Enright Keith · CIK 0001813220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,166 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. 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.