Tapewire

Nasdaq · USD

HCAT

Health Catalyst, Inc.

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1565
SEC CIK
0001636422
Parsed reports
554

Last 12 months

Inside the activity.

1 purchase rows · 2 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202502
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202610
Oct 202600

Latest available

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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
October 04, 2021 Filed Oct 5, 2021 20:01 UTC
Hinton Bryan RichardChief Technology Officer
Exercise / conversionCommon Stock 106 $10.78 $1,142.68
Disclosure

SEC source: 0001562180-21-006326 · primarydocument.xml · nonDerivative · entry 1

Hinton Bryan Richard · CIK 0001855244 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,856

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

Read SEC document
October 01, 2021 Filed Oct 6, 2021 00:01 UTC
Llewelyn LindaChief People Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 950 $0.00 Strike: $10.80 $0.00
Disclosure

SEC source: 0001562180-21-006325 · primarydocument.xml · derivative · entry 6

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,798

Underlying: Common Stock · 950 shares

Expires 2028-09-27

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.

F4 · derivative.exercise_date: 25% of the 59,351 shares underlying the options vested in an annual installment on September 25, 2019 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on September 25, 2022.

Read SEC document
October 01, 2021 Filed Oct 6, 2021 00:01 UTC
Llewelyn LindaChief People Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 2,200 $0.00 Strike: $11.78 $0.00
Disclosure

SEC source: 0001562180-21-006325 · primarydocument.xml · derivative · entry 5

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,054

Underlying: Common Stock · 2,200 shares

Expires 2028-01-24

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_date: 25% of the 17,954 shares underlying the options vested in an annual installment on January 24, 2019 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on January 24, 2022.

Read SEC document
October 01, 2021 Filed Oct 6, 2021 00:01 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 2,200 $49.20 $108,241.98
Disclosure

SEC source: 0001562180-21-006325 · primarydocument.xml · nonDerivative · entry 4

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,548

F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 9, 2020, in accordance with Rule 10b5-1.

F2 · price: Represents the weighted average sale price of the shares sold ranging from $48.76 to $49.69 per share, inclusive. The Reporting Person will provide, upon request by the Issuer, a security holder of the Issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this Footnote.

Read SEC document
October 01, 2021 Filed Oct 6, 2021 00:01 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 1,059 $50.01 $52,960.59
Disclosure

SEC source: 0001562180-21-006325 · primarydocument.xml · nonDerivative · entry 3

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,748

F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 9, 2020, in accordance with Rule 10b5-1.

Read SEC document
October 01, 2021 Filed Oct 6, 2021 00:01 UTC
Llewelyn LindaChief People Officer
Exercise / conversionCommon Stock 950 $10.80 $10,260.00
Disclosure

SEC source: 0001562180-21-006325 · primarydocument.xml · nonDerivative · entry 2

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,807

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

Read SEC document
October 01, 2021 Filed Oct 6, 2021 00:01 UTC
Llewelyn LindaChief People Officer
Exercise / conversionCommon Stock 2,200 $11.78 $25,916.00
Disclosure

SEC source: 0001562180-21-006325 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,857

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

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:00 UTC
Orenstein Daniel H.General Counsel
Exercise / conversionStock Option (Right to Buy) · Derivative 2,500 $0.00 Strike: $10.34 $0.00
Disclosure

SEC source: 0001562180-21-006324 · primarydocument.xml · derivative · entry 3

Orenstein Daniel H. · CIK 0001494174 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 123,500

Underlying: Common Stock · 2,500 shares

Expires 2026-02-10

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_date: 25% of the 136,316 shares underlying the options vested in an annual installment on December 31, 2016 and the remaining balance vested in equal monthly installments until the option vested in full on Dec. 31, 2019.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:00 UTC
Orenstein Daniel H.General Counsel
SaleCommon Stock 2,500 $49.21 $123,014.00
Disclosure

SEC source: 0001562180-21-006324 · primarydocument.xml · nonDerivative · entry 2

Orenstein Daniel H. · CIK 0001494174 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,546

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1.

F2 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $48.76 to $49.69, 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 ranges set forth in this Footnote.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:00 UTC
Orenstein Daniel H.General Counsel
Exercise / conversionCommon Stock 2,500 $10.34 $25,850.00
Disclosure

SEC source: 0001562180-21-006324 · primarydocument.xml · nonDerivative · entry 1

Orenstein Daniel H. · CIK 0001494174 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,046

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

Read SEC document
September 27, 2021 Filed Sep 29, 2021 17:16 UTC
Hinton Bryan RichardChief Technology Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 260 $0.00 Strike: $10.80 $0.00
Disclosure

SEC source: 0001562180-21-006151 · primarydocument.xml · derivative · entry 3

Hinton Bryan Richard · CIK 0001855244 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,120

Underlying: Common Stock · 260 shares

Expires 2028-09-27

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_date: 25% of the 12,500 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on September 25, 2022.

Read SEC document
September 27, 2021 Filed Sep 29, 2021 17:16 UTC
Hinton Bryan RichardChief Technology Officer
SaleCommon Stock 260 $53.41 $13,886.60
Disclosure

SEC source: 0001562180-21-006151 · primarydocument.xml · nonDerivative · entry 2

Hinton Bryan Richard · CIK 0001855244 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,750

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on June 3, 2021, in accordance with Rule 10b5-1.

Read SEC document
September 27, 2021 Filed Sep 29, 2021 17:16 UTC
Hinton Bryan RichardChief Technology Officer
Exercise / conversionCommon Stock 260 $10.80 $2,808.00
Disclosure

SEC source: 0001562180-21-006151 · primarydocument.xml · nonDerivative · entry 1

Hinton Bryan Richard · CIK 0001855244 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,010

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

Read SEC document
September 13, 2021 Filed Sep 15, 2021 21:16 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 7,812 $0.00 Strike: $10.72 $0.00
Disclosure

SEC source: 0001562180-21-005950 · primarydocument.xml · derivative · entry 6

Nelli James Patrick Jr. · CIK 0001780883 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,047

Underlying: Common Stock · 7,812 shares

Expires 2027-10-26

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 · derivative.exercise_date: 25% of the 80,977 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on October 26, 2021.

Read SEC document
September 13, 2021 Filed Sep 15, 2021 21:16 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 18,188 $0.00 Strike: $10.80 $0.00
Disclosure

SEC source: 0001562180-21-005950 · primarydocument.xml · derivative · entry 5

Nelli James Patrick Jr. · CIK 0001780883 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,233

Underlying: Common Stock · 18,188 shares

Expires 2028-09-27

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.

F4 · derivative.exercise_date: 25% of the 215,741 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on September 25, 2022.

Read SEC document
September 13, 2021 Filed Sep 15, 2021 21:16 UTC SaleCommon Stock 4,627 $54.44 $251,908.22
Disclosure

SEC source: 0001562180-21-005950 · primarydocument.xml · nonDerivative · entry 4

Nelli James Patrick Jr. · CIK 0001780883 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 127,098

F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 10, 2021 in accordance with Rule 10b5-1.

F3 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $55.32 to $56.04, 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 ranges set forth Footnotes (2) and (3).

Read SEC document
September 13, 2021 Filed Sep 15, 2021 21:16 UTC SaleCommon Stock 24,753 $54.83 $1,357,315.90
Disclosure

SEC source: 0001562180-21-005950 · primarydocument.xml · nonDerivative · entry 3

Nelli James Patrick Jr. · CIK 0001780883 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 131,725

F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 10, 2021 in accordance with Rule 10b5-1.

F2 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $54.32 to $55.31, inclusive.

Read SEC document
September 13, 2021 Filed Sep 15, 2021 21:16 UTC Exercise / conversionCommon Stock 7,812 $10.72 $83,744.64
Disclosure

SEC source: 0001562180-21-005950 · primarydocument.xml · nonDerivative · entry 2

Nelli James Patrick Jr. · CIK 0001780883 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 156,478

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

Read SEC document
September 13, 2021 Filed Sep 15, 2021 21:16 UTC Exercise / conversionCommon Stock 18,188 $10.80 $196,430.40
Disclosure

SEC source: 0001562180-21-005950 · primarydocument.xml · nonDerivative · entry 1

Nelli James Patrick Jr. · CIK 0001780883 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,666

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

Read SEC document
September 07, 2021 Filed Sep 8, 2021 16:08 UTC
Hinton Bryan RichardChief Technology Officer
SaleCommon Stock 2,176 $54.90 $119,470.89
Disclosure

SEC source: 0001562180-21-005873 · primarydocument.xml · nonDerivative · entry 3

Hinton Bryan Richard · CIK 0001855244 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,750

F2 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on June 3, 2021, in accordance with Rule 10b5-1.

F3 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $54.78 to $55.12, 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 ranges set forth within this Footnote.

Read SEC document
September 07, 2021 Filed Sep 8, 2021 16:08 UTC
Burton Daniel D.Director · Chief Executive Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 10,819 $0.00 Strike: $15.84 $0.00
Disclosure

SEC source: 0001562180-21-005872 · primarydocument.xml · derivative · entry 9

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,246

Underlying: Common Stock · 10,819 shares

Expires 2029-02-05

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 · derivative.exercise_date: 25% of the 299,748 shares underlying the option vested in an annual installment on February 5, 2020 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023.

Read SEC document
September 07, 2021 Filed Sep 8, 2021 16:08 UTC
Burton Daniel D.Director · Chief Executive Officer
Exercise / conversionCommon Stock 10,819 $15.84 $171,372.96
Disclosure

SEC source: 0001562180-21-005872 · primarydocument.xml · nonDerivative · entry 6

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 246,281

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

Read SEC document
September 07, 2021 Filed Sep 8, 2021 16:08 UTC
Burton Daniel D.Director · Chief Executive Officer
SaleCommon Stock 15,890 $54.90 $872,408.67
Disclosure

SEC source: 0001562180-21-005872 · primarydocument.xml · nonDerivative · entry 5

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 235,462

F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1.

F4 · price: Represents the weighted average sale price of the shares sold ranging from $54.63 to $55.38 per share, 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 ranges set forth in Footnotes (2) through (4).

Read SEC document
September 07, 2021 Filed Sep 8, 2021 20:08 UTC
Horstmeier PaulChief Operating Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 6,063 $0.00 Strike: $15.84 $0.00
Disclosure

SEC source: 0001562180-21-005875 · primarydocument.xml · derivative · entry 4

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,841

Underlying: Common Stock · 6,063 shares

Expires 2029-02-05

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.

F4 · derivative.exercise_date: 25% of the 186,467 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023.

Read SEC document
September 07, 2021 Filed Sep 8, 2021 20:08 UTC
Horstmeier PaulChief Operating Officer
SaleCommon Stock 2,535 $54.91 $139,189.25
Disclosure

SEC source: 0001562180-21-005875 · primarydocument.xml · nonDerivative · entry 3

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,441

F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 15, 2020, in accordance with Rule 10b5-1.

F3 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $54.77 to $55.19, 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 ranges set forth in Footnotes (2) and (3).

Read SEC document
September 07, 2021 Filed Sep 8, 2021 20:08 UTC
Horstmeier PaulChief Operating Officer
SaleCommon Stock 6,063 $54.89 $332,816.87
Disclosure

SEC source: 0001562180-21-005875 · primarydocument.xml · nonDerivative · entry 2

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110,976

F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 15, 2020, in accordance with Rule 10b5-1.

F2 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $54.70 to $55.39, inclusive.

Read SEC document
September 07, 2021 Filed Sep 8, 2021 20:08 UTC
Horstmeier PaulChief Operating Officer
Exercise / conversionCommon Stock 6,063 $15.84 $96,037.92
Disclosure

SEC source: 0001562180-21-005875 · primarydocument.xml · nonDerivative · entry 1

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 117,039

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

Read SEC document
September 03, 2021 Filed Sep 8, 2021 16:08 UTC
Hinton Bryan RichardChief Technology Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 106 $0.00 Strike: $10.80 $0.00
Disclosure

SEC source: 0001562180-21-005873 · primarydocument.xml · derivative · entry 4

Hinton Bryan Richard · CIK 0001855244 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 846

Underlying: Common Stock · 106 shares

Expires 2028-05-03

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.

F4 · derivative.exercise_date: 25% of the 5,082 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on May 3, 2022.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 16:08 UTC
Hinton Bryan RichardChief Technology Officer
SaleCommon Stock 106 $54.23 $5,748.38
Disclosure

SEC source: 0001562180-21-005873 · primarydocument.xml · nonDerivative · entry 2

Hinton Bryan Richard · CIK 0001855244 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,926

F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on June 3, 2021, in accordance with Rule 10b5-1.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 16:08 UTC
Hinton Bryan RichardChief Technology Officer
Exercise / conversionCommon Stock 106 $10.80 $1,144.80
Disclosure

SEC source: 0001562180-21-005873 · primarydocument.xml · nonDerivative · entry 1

Hinton Bryan Richard · CIK 0001855244 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,032

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

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:08 UTC
Llewelyn LindaChief People Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 1,100 $0.00 Strike: $10.80 $0.00
Disclosure

SEC source: 0001562180-21-005871 · primarydocument.xml · derivative · entry 5

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,748

Underlying: Common Stock · 1,100 shares

Expires 2028-09-27

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.

F4 · derivative.exercise_date: 25% of the 59,351 shares underlying the options vested in an annual installment on September 25, 2019 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on September 25, 2022.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:08 UTC
Llewelyn LindaChief People Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 1,100 $0.00 Strike: $11.78 $0.00
Disclosure

SEC source: 0001562180-21-005871 · primarydocument.xml · derivative · entry 4

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,254

Underlying: Common Stock · 1,100 shares

Expires 2028-01-24

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_date: 25% of the 17,954 shares underlying the options vested in an annual installment on January 24, 2019 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on January 24, 2022.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:08 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 3,179 $54.27 $172,522.10
Disclosure

SEC source: 0001562180-21-005871 · primarydocument.xml · nonDerivative · entry 3

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,657

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 9, 2020, in accordance with Rule 10b5-1.

F2 · price: Represents the weighted average sale price of the shares sold ranging from $53.86 to $54.66 per share, inclusive. The Reporting Person will provide, upon request by the Issuer, a security holder of the Issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this Footnote.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:08 UTC
Llewelyn LindaChief People Officer
Exercise / conversionCommon Stock 1,100 $10.80 $11,880.00
Disclosure

SEC source: 0001562180-21-005871 · primarydocument.xml · nonDerivative · entry 2

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,836

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

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:08 UTC
Llewelyn LindaChief People Officer
Exercise / conversionCommon Stock 1,100 $11.78 $12,958.00
Disclosure

SEC source: 0001562180-21-005871 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,736

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

Read SEC document
September 03, 2021 Filed Sep 8, 2021 16:08 UTC
Burton Daniel D.Director · Chief Executive Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 48,437 $0.00 Strike: $10.80 $0.00
Disclosure

SEC source: 0001562180-21-005872 · primarydocument.xml · derivative · entry 8

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,180

Underlying: Common Stock · 48,437 shares

Expires 2028-09-27

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.

F6 · derivative.exercise_date: 25% of the 747,223 shares underlying the option vested in an annual installment on September 25, 2019 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on September 25, 2022.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 16:08 UTC
Burton Daniel D.Director · Chief Executive Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 9,493 $0.00 Strike: $15.84 $0.00
Disclosure

SEC source: 0001562180-21-005872 · primarydocument.xml · derivative · entry 7

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120,065

Underlying: Common Stock · 9,493 shares

Expires 2029-02-05

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 · derivative.exercise_date: 25% of the 299,748 shares underlying the option vested in an annual installment on February 5, 2020 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023.

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September 03, 2021 Filed Sep 8, 2021 16:08 UTC
Burton Daniel D.Director · Chief Executive Officer
SaleCommon Stock 5,200 $54.60 $283,908.56
Disclosure

SEC source: 0001562180-21-005872 · primarydocument.xml · nonDerivative · entry 4

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 251,352

F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1.

F3 · price: Represents the weighted average sale price of the shares sold ranging from $54.54 to $54.72 per share, inclusive.

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September 03, 2021 Filed Sep 8, 2021 16:08 UTC
Burton Daniel D.Director · Chief Executive Officer
SaleCommon Stock 52,730 $54.32 $2,864,319.97
Disclosure

SEC source: 0001562180-21-005872 · primarydocument.xml · nonDerivative · entry 3

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 256,552

F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1.

F2 · price: Represents the weighted average sale price of the shares sold ranging from $53.54 to $54.53 per share, inclusive.

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September 03, 2021 Filed Sep 8, 2021 16:08 UTC
Burton Daniel D.Director · Chief Executive Officer
Exercise / conversionCommon Stock 9,493 $15.84 $150,369.12
Disclosure

SEC source: 0001562180-21-005872 · primarydocument.xml · nonDerivative · entry 2

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 309,282

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

Read SEC document
September 03, 2021 Filed Sep 8, 2021 16:08 UTC
Burton Daniel D.Director · Chief Executive Officer
Exercise / conversionCommon Stock 48,437 $10.80 $523,119.60
Disclosure

SEC source: 0001562180-21-005872 · primarydocument.xml · nonDerivative · entry 1

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 299,789

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

Read SEC document
September 03, 2021 Filed Sep 8, 2021 16:08 UTC
Orenstein Daniel H.General Counsel
Exercise / conversionStock Option (Right to Buy) · Derivative 2,500 $0.00 Strike: $10.34 $0.00
Disclosure

SEC source: 0001562180-21-005870 · primarydocument.xml · derivative · entry 3

Orenstein Daniel H. · CIK 0001494174 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126,000

Underlying: Common Stock · 2,500 shares

Expires 2026-02-10

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_date: 25% of the 136,316 shares underlying the options vested in an annual installment on December 31, 2016 and the remaining balance vested in equal monthly installments until the option vested in full on Dec. 31, 2019.

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September 03, 2021 Filed Sep 8, 2021 16:08 UTC
Orenstein Daniel H.General Counsel
SaleCommon Stock 3,852 $54.32 $209,243.72
Disclosure

SEC source: 0001562180-21-005870 · primarydocument.xml · nonDerivative · entry 2

Orenstein Daniel H. · CIK 0001494174 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,546

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1.

F2 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.85 to $54.65, 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 ranges set forth in this Footnote.

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September 03, 2021 Filed Sep 8, 2021 16:08 UTC
Orenstein Daniel H.General Counsel
Exercise / conversionCommon Stock 2,500 $10.34 $25,850.00
Disclosure

SEC source: 0001562180-21-005870 · primarydocument.xml · nonDerivative · entry 1

Orenstein Daniel H. · CIK 0001494174 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,398

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

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:08 UTC
Alger JasonChief Accounting Officer
SaleCommon Stock 652 $54.23 $35,357.96
Disclosure

SEC source: 0001562180-21-005874 · primarydocument.xml · nonDerivative · entry 1

Alger Jason · CIK 0001839111 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,312

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December, 15 2020, in accordance with Rule 10b5-1.

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September 01, 2021 Filed Sep 3, 2021 16:07 UTC
Hunt Bryan TrumanChief Financial Officer
Tax withholdingCommon Stock 286 $54.23 $15,510.38
Disclosure

SEC source: 0001562180-21-005803 · primarydocument.xml · nonDerivative · entry 1

Hunt Bryan Truman · CIK 0001839107 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,231

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.91 to $54.76, 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 ranges set forth in this Footnote.

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September 01, 2021 Filed Sep 3, 2021 16:06 UTC
Hinton Bryan RichardChief Technology Officer
Tax withholdingCommon Stock 949 $54.23 $51,466.26
Disclosure

SEC source: 0001562180-21-005799 · primarydocument.xml · nonDerivative · entry 1

Hinton Bryan Richard · CIK 0001855244 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,926

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.91 to $54.76, 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 ranges set forth in this Footnote.

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September 01, 2021 Filed Sep 3, 2021 20:06 UTC
Llewelyn LindaChief People Officer
Tax withholdingCommon Stock 475 $54.23 $25,760.25
Disclosure

SEC source: 0001562180-21-005801 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,636

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.91 to $54.76, 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 ranges set forth in this Footnote.

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September 01, 2021 Filed Sep 3, 2021 16:06 UTC
Burton Daniel D.Director · Chief Executive Officer
Tax withholdingCommon Stock 4,304 $54.23 $233,414.96
Disclosure

SEC source: 0001562180-21-005796 · primarydocument.xml · nonDerivative · entry 1

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 251,352

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.91 to $54.76, 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 ranges set forth in this Footnote.

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September 01, 2021 Filed Sep 3, 2021 16:06 UTC
Orenstein Daniel H.General Counsel
Tax withholdingCommon Stock 1,148 $54.23 $62,258.45
Disclosure

SEC source: 0001562180-21-005800 · primarydocument.xml · nonDerivative · entry 1

Orenstein Daniel H. · CIK 0001494174 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,898

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.91 to $54.76, 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 ranges set forth in this Footnote.

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.