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Nasdaq · USD

HSTM

HEALTHSTREAM INC

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Tapewire entity
5059
SEC CIK
0001095565
Parsed reports
624

Last 12 months

Inside the activity.

0 purchase rows · 8 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202502
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202602
Jun 202601
Jul 202601
Aug 202600
Sep 202601
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
May 28, 2026 Filed Jun 1, 2026 20:10 UTC GrantRestricted Share Units · Derivative 3,654 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-019037 · rdgdoc.xml · derivative · entry 2

MCLAREN JEFFREY L · CIK 0001217354 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,654

Underlying: Common Stock · 3,654 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F2 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 28, 2027 in three equal installments.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
May 28, 2026 Filed Jun 1, 2026 20:09 UTC GrantRestricted Share Units · Derivative 3,654 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-019035 · rdgdoc.xml · derivative · entry 2

Jahangir Amir Alex · CIK 0001981281 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,654

Underlying: Common Stock · 3,654 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F2 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 28, 2027 in three equal installments.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
May 28, 2026 Filed Jun 1, 2026 20:08 UTC GrantRestricted Share Units · Derivative 3,654 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-019034 · rdgdoc.xml · derivative · entry 2

DENT THOMPSON · CIK 0001217277 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,654

Underlying: Common Stock · 3,654 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F2 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 28, 2027 in three equal installments.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
May 28, 2026 Filed Jun 1, 2026 20:07 UTC GrantRestricted Share Units · Derivative 3,654 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-019033 · rdgdoc.xml · derivative · entry 2

Beard Charles Jr. · CIK 0001808439 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,654

Underlying: Common Stock · 3,654 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F2 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 28, 2027 in three equal installments.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
May 28, 2026 Filed Jun 1, 2026 20:06 UTC
GORDON FRANKDirector
GrantRestricted Share Units · Derivative 3,654 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-019032 · rdgdoc.xml · derivative · entry 8

GORDON FRANK · CIK 0001059231 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,654

Underlying: Common Stock · 3,654 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 28, 2027 in three equal installments.

F4 · derivative.expiration_date: Not applicable.

Read SEC document
May 28, 2026 Filed Jun 1, 2026 20:06 UTC
GORDON FRANKDirector
GrantCommon Stock Holding 1,482 $24.63 $36,501.66
Disclosure

SEC source: 0001437749-26-019032 · rdgdoc.xml · nonDerivative · entry 1

GORDON FRANK · CIK 0001059231 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 212,404

F1 · shares: Shares represent stock the reporting person elected to receive in lieu of cash payable for service on the Company's Board of Directors.

Read SEC document
May 28, 2026 Filed Jun 1, 2026 20:02 UTC SaleCommon Stock Holding 2,000 $25.00 $50,000.00
Disclosure

SEC source: 0001437749-26-019025 · rdgdoc.xml · nonDerivative · entry 1

REBROVICK LINDA · CIK 0001217283 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 56,181

F1 · shares: The sales reported in this Form 4 were affected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on November 21, 2025.

Read SEC document
May 20, 2026 Filed May 20, 2026 20:53 UTC
O'Hara Kevin PExecutive Vice President
SaleCommon Stock Holding 3,000 $24.08 $72,229.50
Disclosure

SEC source: 0001437749-26-017962 · rdgdoc.xml · nonDerivative · entry 1

O'Hara Kevin P · CIK 0001390240 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,982

F1 · price: This transaction was executed in multiple trades at prices ranging from $24.01 to $24.10. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

Read SEC document
May 08, 2026 Filed May 12, 2026 13:20 UTC
Collier Michael ManningExecutive Vice President
GrantEmployee Stock Option (right to buy) · Derivative 18,781 $0.00 Strike: $23.96 $0.00
Disclosure

SEC source: 0001437749-26-016259 · rdgdoc.xml · derivative · entry 2

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,781

Underlying: Common Stock · 18,781 shares

Expires 2036-05-08

F1 · derivative.exercise_date: The options are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on May 8, 2027, 20% vest on May 8, 2028, 20% vest on May 8, 2029, 20% vest on May 8, 2030, and the remaining 25% vest on May 8, 2031.

Read SEC document
May 08, 2026 Filed May 12, 2026 13:19 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
GrantEmployee Stock Option (right to buy) · Derivative 18,781 $0.00 Strike: $23.96 $0.00
Disclosure

SEC source: 0001437749-26-016257 · rdgdoc.xml · derivative · entry 11

FRIST ROBERT A JR · CIK 0001217273 · Director · CEO and Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,781

Underlying: Common Stock · 18,781 shares

Expires 2036-05-08

F1 · derivative.exercise_date: The options are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on May 8, 2027, 20% vest on May 8, 2028, 20% vest on May 8, 2029, 20% vest on May 8, 2030, and the remaining 25% vest on May 8, 2031.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:27 UTC Exercise / conversionRestricted Share Units · Derivative 1,722 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · derivative · entry 7

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,722 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F9 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 23, 2023, 20% vest on March 23, 2024, 30% vest on March 23, 2025, and the remaining 35% vest on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:27 UTC Exercise / conversionRestricted Share Units · Derivative 2,460 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · derivative · entry 6

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,076

Underlying: Common Stock · 2,460 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F8 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and 25% vest on March 23, 2027 for the period January 1, 2026 through December 31, 2026. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:27 UTC Exercise / conversionRestricted Share Units · Derivative 686 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · derivative · entry 5

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800

Underlying: Common Stock · 686 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F7 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 22, 2024, 20% vest on March 22, 2025, 30% vest on March 22, 2026, and the remaining 35% vest on March 22, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:27 UTC Exercise / conversionRestricted Share Units · Derivative 448 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · derivative · entry 4

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,456

Underlying: Common Stock · 448 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:27 UTC Exercise / conversionRestricted Share Units · Derivative 285 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,616

Underlying: Common Stock · 285 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:27 UTC Tax withholdingCommon Stock Holding 1,364 $21.25 $28,985.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,800

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:27 UTC Exercise / conversionCommon Stock Holding 5,601 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,164

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 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:26 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 2,460 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010463 · rdgdoc.xml · derivative · entry 7

O'Hara Kevin P · CIK 0001390240 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,076

Underlying: Common Stock · 2,460 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F9 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and 25% vest on March 23, 2027 for the period January 1, 2026 through December 31, 2026. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:26 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 1,722 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010463 · rdgdoc.xml · derivative · entry 6

O'Hara Kevin P · CIK 0001390240 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,722 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F8 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 23, 2023, 20% vest on March 23, 2024, 30% vest on March 23, 2025, and the remaining 35% vest on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:26 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 686 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010463 · rdgdoc.xml · derivative · entry 5

O'Hara Kevin P · CIK 0001390240 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800

Underlying: Common Stock · 686 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F7 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 22, 2024, 20% vest on March 22, 2025, 30% vest on March 22, 2026, and the remaining 35% vest on March 22, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:26 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 448 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010463 · rdgdoc.xml · derivative · entry 4

O'Hara Kevin P · CIK 0001390240 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,456

Underlying: Common Stock · 448 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:26 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 356 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010463 · rdgdoc.xml · derivative · entry 3

O'Hara Kevin P · CIK 0001390240 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,020

Underlying: Common Stock · 356 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:26 UTC
O'Hara Kevin PExecutive Vice President
Tax withholdingCommon Stock Holding 1,382 $21.25 $29,367.50
Disclosure

SEC source: 0001437749-26-010463 · rdgdoc.xml · nonDerivative · entry 2

O'Hara Kevin P · CIK 0001390240 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,982

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:26 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionCommon Stock Holding 5,672 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010463 · rdgdoc.xml · nonDerivative · entry 1

O'Hara Kevin P · CIK 0001390240 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,364

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 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:25 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 2,460 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010461 · rdgdoc.xml · derivative · entry 7

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,076

Underlying: Common Stock · 2,460 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F9 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and 25% vest on March 23, 2027 for the period January 1, 2026 through December 31, 2026. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:25 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 1,722 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010461 · rdgdoc.xml · derivative · entry 6

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,722 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F8 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 23, 2023, 20% vest on March 23, 2024, 30% vest on March 23, 2025, and the remaining 35% vest on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:25 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 686 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010461 · rdgdoc.xml · derivative · entry 5

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800

Underlying: Common Stock · 686 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F7 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 22, 2024, 20% vest on March 22, 2025, 30% vest on March 22, 2026, and the remaining 35% vest on March 22, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:25 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 448 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010461 · rdgdoc.xml · derivative · entry 4

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,456

Underlying: Common Stock · 448 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:25 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 285 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010461 · rdgdoc.xml · derivative · entry 3

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,616

Underlying: Common Stock · 285 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:25 UTC
McQuigg Michael ScottSenior Vice President
Tax withholdingCommon Stock Holding 1,364 $21.25 $28,985.00
Disclosure

SEC source: 0001437749-26-010461 · rdgdoc.xml · nonDerivative · entry 2

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,191

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:25 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionCommon Stock Holding 5,601 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010461 · rdgdoc.xml · nonDerivative · entry 1

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,555

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 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:24 UTC
LoPresto Jennifer HayesSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 449 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010459 · rdgdoc.xml · derivative · entry 6

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 449 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F8 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 23, 2023, 20% vest on March 23, 2024, 30% vest on March 23, 2025, and the remaining 35% vest on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:24 UTC
LoPresto Jennifer HayesSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 171 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010459 · rdgdoc.xml · derivative · entry 5

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200

Underlying: Common Stock · 171 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F7 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 22, 2024, 20% vest on March 22, 2025, 30% vest on March 22, 2026, and the remaining 35% vest on March 22, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:24 UTC
LoPresto Jennifer HayesSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 112 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010459 · rdgdoc.xml · derivative · entry 4

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 364

Underlying: Common Stock · 112 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:24 UTC
LoPresto Jennifer HayesSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 71 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010459 · rdgdoc.xml · derivative · entry 3

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 404

Underlying: Common Stock · 71 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:24 UTC
LoPresto Jennifer HayesSenior Vice President
Tax withholdingCommon Stock Holding 274 $21.25 $5,822.50
Disclosure

SEC source: 0001437749-26-010459 · rdgdoc.xml · nonDerivative · entry 2

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,585

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:24 UTC
LoPresto Jennifer HayesSenior Vice President
Exercise / conversionCommon Stock Holding 803 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010459 · rdgdoc.xml · nonDerivative · entry 1

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,859

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 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:23 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Exercise / conversionRestricted Share Units · Derivative 2,265 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010455 · rdgdoc.xml · derivative · entry 13

FRIST ROBERT A JR · CIK 0001217273 · Director · CEO and Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,265 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F8 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 23, 2023, 20% vest on March 23, 2024, 30% vest on March 23, 2025, and the remaining 35% vest on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:23 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Exercise / conversionRestricted Share Units · Derivative 857 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010455 · rdgdoc.xml · derivative · entry 12

FRIST ROBERT A JR · CIK 0001217273 · Director · CEO and Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

Underlying: Common Stock · 857 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F7 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 22, 2024, 20% vest on March 22, 2025, 30% vest on March 22, 2026, and the remaining 35% vest on March 22, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:23 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Exercise / conversionRestricted Share Units · Derivative 560 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010455 · rdgdoc.xml · derivative · entry 11

FRIST ROBERT A JR · CIK 0001217273 · Director · CEO and Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,820

Underlying: Common Stock · 560 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:23 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Exercise / conversionRestricted Share Units · Derivative 356 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010455 · rdgdoc.xml · derivative · entry 10

FRIST ROBERT A JR · CIK 0001217273 · Director · CEO and Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,020

Underlying: Common Stock · 356 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:23 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Tax withholdingCommon Stock Holding 984 $21.25 $20,910.00
Disclosure

SEC source: 0001437749-26-010455 · rdgdoc.xml · nonDerivative · entry 2

FRIST ROBERT A JR · CIK 0001217273 · Director · CEO and Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,051,106

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:23 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Exercise / conversionCommon Stock Holding 4,038 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010455 · rdgdoc.xml · nonDerivative · entry 1

FRIST ROBERT A JR · CIK 0001217273 · Director · CEO and Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,052,090

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 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:22 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionRestricted Share Units · Derivative 1,722 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010452 · rdgdoc.xml · derivative · entry 7

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,722 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F9 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 23, 2023, 20% vest on March 23, 2024, 30% vest on March 23, 2025, and the remaining 35% vest on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:22 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionRestricted Share Units · Derivative 2,460 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010452 · rdgdoc.xml · derivative · entry 6

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,076

Underlying: Common Stock · 2,460 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F8 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and 25% vest on March 23, 2027 for the period January 1, 2026 through December 31, 2026. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:22 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionRestricted Share Units · Derivative 686 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010452 · rdgdoc.xml · derivative · entry 5

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800

Underlying: Common Stock · 686 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F7 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 22, 2024, 20% vest on March 22, 2025, 30% vest on March 22, 2026, and the remaining 35% vest on March 22, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:22 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionRestricted Share Units · Derivative 448 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010452 · rdgdoc.xml · derivative · entry 4

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,456

Underlying: Common Stock · 448 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:22 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionRestricted Share Units · Derivative 285 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010452 · rdgdoc.xml · derivative · entry 3

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,616

Underlying: Common Stock · 285 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:22 UTC
Cunningham JeffChief Technology Officer
Tax withholdingCommon Stock Holding 1,364 $21.25 $28,985.00
Disclosure

SEC source: 0001437749-26-010452 · rdgdoc.xml · nonDerivative · entry 2

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,513

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:22 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionCommon Stock Holding 5,601 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010452 · rdgdoc.xml · nonDerivative · entry 1

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,877

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

F1 · shares: Shares acquired on vesting of restricted share units.

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.