Tapewire

Nasdaq · USD

HCAT

Health Catalyst, Inc.

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Tapewire entity
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

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
June 01, 2022 Filed Jun 3, 2022 17:46 UTC
Burton Daniel D.Director · Chief Executive Officer
Tax withholdingCommon Stock 258 $14.95 $3,857.67
Disclosure

SEC source: 0001562180-22-004812 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 443,152

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.

F3 · price: Represents the weighted average sale price of the shares sold ranging from $14.91 to $15.07 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) and (3).

Read SEC document
June 01, 2022 Filed Jun 3, 2022 17:46 UTC
Burton Daniel D.Director · Chief Executive Officer
Tax withholdingCommon Stock 7,104 $14.24 $101,140.36
Disclosure

SEC source: 0001562180-22-004812 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 443,410

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 the weighted average sale price of the shares sold ranging from $13.91 to $14.90 per share, inclusive.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 17:46 UTC
Orenstein Daniel H.General Counsel
Tax withholdingCommon Stock 43 $14.95 $642.94
Disclosure

SEC source: 0001562180-22-004817 · primarydocument.xml · nonDerivative · entry 2

Orenstein Daniel H. · CIK 0001494174 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106,509

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.

F3 · price: Represents the weighted average sale price of the shares sold ranging from $14.91 to $15.07 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) and (3).

Read SEC document
June 01, 2022 Filed Jun 3, 2022 17:46 UTC
Orenstein Daniel H.General Counsel
Tax withholdingCommon Stock 1,181 $14.24 $16,814.02
Disclosure

SEC source: 0001562180-22-004817 · primarydocument.xml · nonDerivative · entry 1

Orenstein Daniel H. · CIK 0001494174 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106,552

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 the weighted average sale price of the shares sold ranging from $13.91 to $14.90 per share, inclusive.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 21:47 UTC
Alger JasonChief Accounting Officer
Tax withholdingCommon Stock 20 $14.95 $299.04
Disclosure

SEC source: 0001562180-22-004819 · primarydocument.xml · nonDerivative · entry 2

Alger Jason · CIK 0001839111 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,612

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.

F3 · price: Represents the weighted average sale price of the shares sold ranging from $14.91 to $15.07 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) and (3).

Read SEC document
June 01, 2022 Filed Jun 3, 2022 21:47 UTC
Alger JasonChief Accounting Officer
Tax withholdingCommon Stock 547 $14.24 $7,787.69
Disclosure

SEC source: 0001562180-22-004819 · primarydocument.xml · nonDerivative · entry 1

Alger Jason · CIK 0001839111 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,632

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 the weighted average sale price of the shares sold ranging from $13.91 to $14.90 per share, inclusive.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 21:46 UTC
Horstmeier PaulChief Operating Officer
Tax withholdingCommon Stock 89 $14.95 $1,330.75
Disclosure

SEC source: 0001562180-22-004814 · primarydocument.xml · nonDerivative · entry 2

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177,774

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.

F3 · price: Represents the weighted average sale price of the shares sold ranging from $14.91 to $15.07 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) and (3).

Read SEC document
June 01, 2022 Filed Jun 3, 2022 21:46 UTC
Horstmeier PaulChief Operating Officer
Tax withholdingCommon Stock 2,453 $14.24 $34,923.61
Disclosure

SEC source: 0001562180-22-004814 · primarydocument.xml · nonDerivative · entry 1

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177,863

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 the weighted average sale price of the shares sold ranging from $13.91 to $14.90 per share, inclusive.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 21:46 UTC Tax withholdingCommon Stock 118 $14.95 $1,764.36
Disclosure

SEC source: 0001562180-22-004813 · primarydocument.xml · nonDerivative · entry 2

Nelli James Patrick Jr. · CIK 0001780883 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 268,384

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.

F3 · price: Represents the weighted average sale price of the shares sold ranging from $14.91 to $15.07 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) and (3).

Read SEC document
June 01, 2022 Filed Jun 3, 2022 21:46 UTC Tax withholdingCommon Stock 3,241 $14.24 $46,142.44
Disclosure

SEC source: 0001562180-22-004813 · primarydocument.xml · nonDerivative · entry 1

Nelli James Patrick Jr. · CIK 0001780883 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 268,502

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 the weighted average sale price of the shares sold ranging from $13.91 to $14.90 per share, inclusive.

Read SEC document
May 18, 2022 Filed May 24, 2022 16:46 UTC
Burton Daniel D.Director · Chief Executive Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 71,470 $0.00 Strike: $10.80 $0.00
Disclosure

SEC source: 0001562180-22-004370 · primarydocument.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,728

Underlying: Common Stock · 71,470 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 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
May 18, 2022 Filed May 24, 2022 16:46 UTC
Burton Daniel D.Director · Chief Executive Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 18,518 $0.00 Strike: $10.80 $0.00
Disclosure

SEC source: 0001562180-22-004370 · primarydocument.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 18,518 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.

F1 · derivative.exercise_date: 25% of the 27,777 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
May 18, 2022 Filed May 24, 2022 16:46 UTC
Burton Daniel D.Director · Chief Executive Officer
Exercise / conversionCommon Stock 71,470 $10.80 $771,876.00
Disclosure

SEC source: 0001562180-22-004370 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 450,514

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
May 18, 2022 Filed May 24, 2022 16:46 UTC
Burton Daniel D.Director · Chief Executive Officer
Exercise / conversionCommon Stock 18,518 $10.80 $199,994.40
Disclosure

SEC source: 0001562180-22-004370 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 379,044

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
May 16, 2022 Filed May 18, 2022 23:47 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 1,860 $15.87 $29,518.20
Disclosure

SEC source: 0001562180-22-004222 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,173

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

Read SEC document
April 27, 2022 Filed Apr 29, 2022 17:06 UTC
Orenstein Daniel H.General Counsel
Exercise / conversionStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $10.34 $0.00
Disclosure

SEC source: 0001562180-22-003579 · primarydocument.xml · derivative · entry 2

Orenstein Daniel H. · CIK 0001494174 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,270

Underlying: Common Stock · 5,000 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.

F1 · derivative.exercise_date: 25% of the shares vested on December 31, 2016 and the remaining 75% vested in 36 equal monthly installments thereafter until the option was vested in full on Dec. 31, 2019.

Read SEC document
April 27, 2022 Filed Apr 29, 2022 17:06 UTC
Orenstein Daniel H.General Counsel
Exercise / conversionCommon Stock 5,000 $10.34 $51,700.00
Disclosure

SEC source: 0001562180-22-003579 · primarydocument.xml · nonDerivative · entry 1

Orenstein Daniel H. · CIK 0001494174 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107,733

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
April 18, 2022 Filed Apr 21, 2022 23:10 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 200 $23.21 $4,642.00
Disclosure

SEC source: 0001562180-22-003506 · primarydocument.xml · nonDerivative · entry 2

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,033

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

Read SEC document
April 18, 2022 Filed Apr 21, 2022 23:10 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 1,839 $22.52 $41,407.84
Disclosure

SEC source: 0001562180-22-003506 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,233

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

F2 · price: Represents the weighted average sale price of the shares sold ranging from $22.14 to $22.92 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
April 12, 2022 Filed Apr 15, 2022 00:45 UTC
Horstmeier PaulChief Operating Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 521 $0.00 Strike: $10.80 $0.00
Disclosure

SEC source: 0001562180-22-003409 · primarydocument.xml · derivative · entry 7

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,474

Underlying: Common Stock · 521 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 18,995 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
April 12, 2022 Filed Apr 15, 2022 00:45 UTC
Horstmeier PaulChief Operating Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 520 $0.00 Strike: $15.84 $0.00
Disclosure

SEC source: 0001562180-22-003409 · primarydocument.xml · derivative · entry 6

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,728

Underlying: Common Stock · 520 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.

F3 · derivative.exercise_date: 25% of the 25,000 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
April 12, 2022 Filed Apr 15, 2022 00:45 UTC
Horstmeier PaulChief Operating Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 4,167 $0.00 Strike: $15.84 $0.00
Disclosure

SEC source: 0001562180-22-003409 · primarydocument.xml · derivative · entry 5

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,402

Underlying: Common Stock · 4,167 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.

F2 · 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
April 12, 2022 Filed Apr 15, 2022 00:45 UTC
Horstmeier PaulChief Operating Officer
SaleCommon Stock 5,208 $25.16 $131,045.26
Disclosure

SEC source: 0001562180-22-003409 · primarydocument.xml · nonDerivative · entry 4

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 180,316

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

Read SEC document
April 12, 2022 Filed Apr 15, 2022 00:45 UTC
Horstmeier PaulChief Operating Officer
Exercise / conversionCommon Stock 521 $10.80 $5,626.80
Disclosure

SEC source: 0001562180-22-003409 · primarydocument.xml · nonDerivative · entry 3

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 185,524

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

Read SEC document
April 12, 2022 Filed Apr 15, 2022 00:45 UTC
Horstmeier PaulChief Operating Officer
Exercise / conversionCommon Stock 4,167 $15.84 $66,005.28
Disclosure

SEC source: 0001562180-22-003409 · primarydocument.xml · nonDerivative · entry 2

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 185,003

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
April 12, 2022 Filed Apr 15, 2022 00:45 UTC
Horstmeier PaulChief Operating Officer
Exercise / conversionCommon Stock 520 $15.84 $8,236.80
Disclosure

SEC source: 0001562180-22-003409 · primarydocument.xml · nonDerivative · entry 1

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 180,836

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
March 15, 2022 Filed Mar 17, 2022 21:42 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 2,039 $21.08 $42,984.16
Disclosure

SEC source: 0001562180-22-002751 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,072

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

Read SEC document
March 09, 2022 Filed Mar 11, 2022 23:51 UTC
Horstmeier PaulChief Operating Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 521 $0.00 Strike: $15.84 $0.00
Disclosure

SEC source: 0001562180-22-002559 · primarydocument.xml · derivative · entry 6

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,248

Underlying: Common Stock · 521 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 25,000 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
March 09, 2022 Filed Mar 11, 2022 23:51 UTC
Horstmeier PaulChief Operating Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 4,166 $0.00 Strike: $15.84 $0.00
Disclosure

SEC source: 0001562180-22-002559 · primarydocument.xml · derivative · entry 5

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,569

Underlying: Common Stock · 4,166 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
March 09, 2022 Filed Mar 11, 2022 23:51 UTC
Horstmeier PaulChief Operating Officer
SaleCommon Stock 201 $26.02 $5,229.06
Disclosure

SEC source: 0001562180-22-002559 · primarydocument.xml · nonDerivative · entry 4

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177,834

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

F3 · price: Represents the weighted average sale price of the shares sold ranging from $26.00 to $26.05 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) and (3).

Read SEC document
March 09, 2022 Filed Mar 11, 2022 23:51 UTC
Horstmeier PaulChief Operating Officer
SaleCommon Stock 23,008 $25.30 $582,056.38
Disclosure

SEC source: 0001562180-22-002559 · primarydocument.xml · nonDerivative · entry 3

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 178,035

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person 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 $25.00 to $25.96, inclusive.

Read SEC document
March 09, 2022 Filed Mar 11, 2022 23:51 UTC
Horstmeier PaulChief Operating Officer
Exercise / conversionCommon Stock 4,166 $15.84 $65,989.44
Disclosure

SEC source: 0001562180-22-002559 · primarydocument.xml · nonDerivative · entry 2

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 201,043

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
March 09, 2022 Filed Mar 11, 2022 23:51 UTC
Horstmeier PaulChief Operating Officer
Exercise / conversionCommon Stock 521 $15.84 $8,252.64
Disclosure

SEC source: 0001562180-22-002559 · primarydocument.xml · nonDerivative · entry 1

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 196,877

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

Read SEC document
March 09, 2022 Filed Apr 8, 2022 21:36 UTC Amendment
Horstmeier PaulChief Operating Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 521 $0.00 Strike: $15.84 $0.00
Disclosure

SEC source: 0001562180-22-003346 · primarydocument.xml · derivative · entry 6

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,248

Underlying: Common Stock · 521 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.

F6 · derivative.exercise_date: 25% of the 25,000 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
March 09, 2022 Filed Apr 8, 2022 21:36 UTC Amendment
Horstmeier PaulChief Operating Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 4,166 $0.00 Strike: $15.84 $0.00
Disclosure

SEC source: 0001562180-22-003346 · primarydocument.xml · derivative · entry 5

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,569

Underlying: Common Stock · 4,166 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 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.

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March 09, 2022 Filed Apr 8, 2022 21:36 UTC Amendment
Horstmeier PaulChief Operating Officer
SaleCommon Stock 201 $26.02 $5,229.06
Disclosure

SEC source: 0001562180-22-003346 · primarydocument.xml · nonDerivative · entry 4

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 180,316

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

F4 · price: Represents the weighted average sale price of the shares sold ranging from $26.00 to $26.05 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 (3) and (4).

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March 09, 2022 Filed Apr 8, 2022 21:36 UTC Amendment
Horstmeier PaulChief Operating Officer
SaleCommon Stock 20,526 $25.32 $519,664.95
Disclosure

SEC source: 0001562180-22-003346 · primarydocument.xml · nonDerivative · entry 3

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 180,517

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

F2 · shares: Due to a technical and administrative error, the original Form 4, filed on March 11, 2022, incorrectly included the sale of 2,482 shares of Common Stock by the Reporting Person that did not occur and was duplicative of the sale of such 2,482 shares of Common Stock that were previously reported.

F3 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $25.00 to $25.96, inclusive.

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March 09, 2022 Filed Apr 8, 2022 21:36 UTC Amendment
Horstmeier PaulChief Operating Officer
Exercise / conversionCommon Stock 4,166 $15.84 $65,989.44
Disclosure

SEC source: 0001562180-22-003346 · primarydocument.xml · nonDerivative · entry 2

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 201,043

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.

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March 09, 2022 Filed Apr 8, 2022 21:36 UTC Amendment
Horstmeier PaulChief Operating Officer
Exercise / conversionCommon Stock 521 $15.84 $8,252.64
Disclosure

SEC source: 0001562180-22-003346 · primarydocument.xml · nonDerivative · entry 1

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 196,877

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

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March 07, 2022 Filed Mar 9, 2022 22:29 UTC
Alger JasonChief Accounting Officer
SaleCommon Stock 461 $25.14 $11,589.54
Disclosure

SEC source: 0001562180-22-002488 · primarydocument.xml · nonDerivative · entry 1

Alger Jason · CIK 0001839111 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,179

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

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March 03, 2022 Filed Mar 7, 2022 23:21 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 218 $26.89 $5,861.63
Disclosure

SEC source: 0001562180-22-002417 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,111

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

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March 03, 2022 Filed Mar 7, 2022 18:21 UTC
Orenstein Daniel H.General Counsel
SaleCommon Stock 4,112 $26.82 $110,271.09
Disclosure

SEC source: 0001562180-22-002416 · primarydocument.xml · nonDerivative · entry 1

Orenstein Daniel H. · CIK 0001494174 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,733

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

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March 02, 2022 Filed Mar 3, 2022 19:36 UTC
Hunt Bryan TrumanChief Financial Officer
Tax withholdingCommon Stock 302 $26.69 $8,060.77
Disclosure

SEC source: 0001562180-22-002346 · primarydocument.xml · nonDerivative · entry 3

Hunt Bryan Truman · CIK 0001839107 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 156,576

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.

F4 · price: Represents the weighted average sale price of the shares sold ranging from $25.29 to $27.56 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) and (4).

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March 02, 2022 Filed Mar 3, 2022 19:36 UTC
Hinton Bryan RichardChief Technology Officer
Tax withholdingCommon Stock 281 $26.69 $7,500.26
Disclosure

SEC source: 0001562180-22-002343 · primarydocument.xml · nonDerivative · entry 3

Hinton Bryan Richard · CIK 0001855244 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,229

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.

F4 · price: Represents the weighted average sale price of the shares sold ranging from $25.29 to $27.56 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) and (4).

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March 02, 2022 Filed Mar 4, 2022 00:36 UTC
Llewelyn LindaChief People Officer
Tax withholdingCommon Stock 198 $26.69 $5,284.88
Disclosure

SEC source: 0001562180-22-002344 · primarydocument.xml · nonDerivative · entry 3

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,329

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.

F4 · price: Represents the weighted average sale price of the shares sold ranging from $25.29 to $27.56 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) and (4).

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March 02, 2022 Filed Mar 3, 2022 19:35 UTC
Burton Daniel D.Director · Chief Executive Officer
Tax withholdingCommon Stock 1,862 $26.69 $49,699.20
Disclosure

SEC source: 0001562180-22-002340 · primarydocument.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 360,526

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.

F5 · price: Represents the weighted average sale price of the shares sold ranging from $25.29 to $27.56 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) and (5).

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March 02, 2022 Filed Mar 3, 2022 19:36 UTC
Orenstein Daniel H.General Counsel
Tax withholdingCommon Stock 254 $26.69 $6,779.59
Disclosure

SEC source: 0001562180-22-002347 · primarydocument.xml · nonDerivative · entry 3

Orenstein Daniel H. · CIK 0001494174 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106,845

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.

F4 · price: Represents the weighted average sale price of the shares sold ranging from $25.29 to $27.56 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) and (4).

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March 02, 2022 Filed Mar 4, 2022 00:36 UTC Tax withholdingCommon Stock 671 $26.69 $17,911.07
Disclosure

SEC source: 0001562180-22-002345 · primarydocument.xml · nonDerivative · entry 4

Nelli James Patrick Jr. · CIK 0001780883 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 271,743

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.

F5 · price: Represents the weighted average sale price of the shares sold ranging from $25.29 to $27.56 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) and (5).

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March 02, 2022 Filed Mar 4, 2022 00:36 UTC
Horstmeier PaulChief Operating Officer
Tax withholdingCommon Stock 491 $26.69 $13,105.43
Disclosure

SEC source: 0001562180-22-002342 · primarydocument.xml · nonDerivative · entry 3

Horstmeier Paul · CIK 0001780978 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 196,356

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.

F4 · price: Represents the weighted average sale price of the shares sold ranging from $25.29 to $27.56 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) and (4).

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March 02, 2022 Filed Mar 4, 2022 00:36 UTC
Alger JasonChief Accounting Officer
Tax withholdingCommon Stock 157 $26.69 $4,190.53
Disclosure

SEC source: 0001562180-22-002341 · primarydocument.xml · nonDerivative · entry 3

Alger Jason · CIK 0001839111 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,640

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.

F4 · price: Represents the weighted average sale price of the shares sold ranging from $25.29 to $27.56 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) and (4).

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