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HUBS

HUBSPOT INC

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1104
SEC CIK
0001404655
Parsed reports
884

Last 12 months

Inside the activity.

4 purchase rows · 16 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202501
Jan 202601
Feb 202603
Mar 202601
Apr 202601
May 202632
Jun 202601
Jul 202601
Aug 202612
Sep 202601
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
May 22, 2024 Filed May 23, 2024 21:03 UTC
Bueker KathrynChief Financial Officer
SaleCommon Stock 2,190 $625.00 $1,368,750.00
Disclosure

SEC source: 0001209191-24-005708 · doc4.xml · nonDerivative · entry 2

Bueker Kathryn · CIK 0001741660 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,737

F1 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 2/16/2024.

Read SEC document
May 22, 2024 Filed May 23, 2024 21:03 UTC
Bueker KathrynChief Financial Officer
Exercise / conversionCommon Stock 2,190 $159.70 $349,743.00
Disclosure

SEC source: 0001209191-24-005708 · doc4.xml · nonDerivative · entry 1

Bueker Kathryn · CIK 0001741660 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,927

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

F1 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 2/16/2024.

Read SEC document
May 21, 2024 Filed May 23, 2024 20:21 UTC
Halligan BrianDirector · Executive Chair
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 8,500 $0.00 Strike: $34.76 $0.00
Disclosure

SEC source: 0001209191-24-005705 · doc4.xml · derivative · entry 3

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 13,275

Underlying: Common Stock · 8,500 shares

Expires 2025-02-10

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 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 3/13/2023.

F2 · derivative.exercise_date: This stock option is fully vested.

Read SEC document
May 21, 2024 Filed May 23, 2024 20:21 UTC
Halligan BrianDirector · Executive Chair
SaleCommon Stock 8,500 $613.00 $5,210,500.00
Disclosure

SEC source: 0001209191-24-005705 · doc4.xml · nonDerivative · entry 2

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 526,041

F1 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 3/13/2023.

Read SEC document
May 21, 2024 Filed May 23, 2024 20:21 UTC
Halligan BrianDirector · Executive Chair
Exercise / conversionCommon Stock 8,500 $34.76 $295,460.00
Disclosure

SEC source: 0001209191-24-005705 · doc4.xml · nonDerivative · entry 1

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 534,541

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

F1 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 3/13/2023.

Read SEC document
May 16, 2024 Filed May 20, 2024 20:21 UTC
Bueker KathrynChief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 902 $0.00 Strike: $128.10 $0.00
Disclosure

SEC source: 0001209191-24-005668 · doc4.xml · derivative · entry 3

Bueker Kathryn · CIK 0001741660 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,290

Underlying: Common Stock · 902 shares

Expires 2028-07-02

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

F1 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 2/16/2024.

F2 · derivative.exercise_date: This stock option is fully vested.

Read SEC document
May 16, 2024 Filed May 20, 2024 20:21 UTC
Bueker KathrynChief Financial Officer
SaleCommon Stock 3,937 $616.51 $2,427,199.87
Disclosure

SEC source: 0001209191-24-005668 · doc4.xml · nonDerivative · entry 2

Bueker Kathryn · CIK 0001741660 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,737

F1 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 2/16/2024.

Read SEC document
May 16, 2024 Filed May 20, 2024 20:21 UTC
Bueker KathrynChief Financial Officer
Exercise / conversionCommon Stock 902 $128.10 $115,546.20
Disclosure

SEC source: 0001209191-24-005668 · doc4.xml · nonDerivative · entry 1

Bueker Kathryn · CIK 0001741660 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 49,674

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

F1 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 2/16/2024.

Read SEC document
May 01, 2024 Filed May 6, 2024 10:02 UTC
Harvey Dawson AlyssaChief Legal Officer
Tax withholdingCommon Stock 664 $606.09 $402,443.76
Disclosure

SEC source: 0001209191-24-005524 · doc4.xml · nonDerivative · entry 1

Harvey Dawson Alyssa · CIK 0001891831 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,436

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
April 24, 2024 Filed May 30, 2024 22:14 UTC
Halligan BrianDirector · Executive Chair
PurchaseCommon Stock 6 $651.74 $3,910.44
Disclosure

SEC source: 0001209191-24-005765 · doc4.xml · nonDerivative · entry 3

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 526,065

F1 · kind: The purchases reported herein were executed by a brokerage firm for the benefit of the reporting person's managed account, without the reporting person's knowledge. The December and February transactions resulted in a short swing profit under Section 16(b) of the Securities Exchange Act of 1934, as amended ("Section 16(b)"), and the reporting person has disgorged $776.71 to the Issuer, which amount represents all profits related to these transactions in accordance with Section 16(b).

Read SEC document
April 16, 2024 Filed Apr 18, 2024 22:45 UTC
Halligan BrianDirector · Executive Chair
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 6,558 $0.00 Strike: $34.76 $0.00
Disclosure

SEC source: 0001209191-24-005340 · doc4.xml · derivative · entry 3

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,775

Underlying: Common Stock · 6,558 shares

Expires 2025-02-10

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 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 3/13/2023.

F2 · derivative.exercise_date: This stock option is fully vested.

Read SEC document
April 16, 2024 Filed Apr 18, 2024 22:45 UTC
Halligan BrianDirector · Executive Chair
SaleCommon Stock 8,500 $636.18 $5,407,530.00
Disclosure

SEC source: 0001209191-24-005340 · doc4.xml · nonDerivative · entry 2

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 526,041

F1 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 3/13/2023.

Read SEC document
April 16, 2024 Filed Apr 18, 2024 22:45 UTC
Halligan BrianDirector · Executive Chair
Exercise / conversionCommon Stock 6,558 $34.76 $227,956.08
Disclosure

SEC source: 0001209191-24-005340 · doc4.xml · nonDerivative · entry 1

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 534,541

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

F1 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 3/13/2023.

Read SEC document
April 02, 2024 Filed Apr 4, 2024 01:18 UTC
Rangan YaminiDirector · Chief Executive Officer & Pres
SaleCommon Stock 2,874 $627.12 $1,802,342.88
Disclosure

SEC source: 0001209191-24-005225 · doc4.xml · nonDerivative · entry 2

Rangan Yamini · CIK 0001753409 · Director · Chief Executive Officer & Pres

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 74,784

Read SEC document
April 01, 2024 Filed Apr 4, 2024 01:18 UTC
Rangan YaminiDirector · Chief Executive Officer & Pres
Tax withholdingCommon Stock 3,033 $636.85 $1,931,566.05
Disclosure

SEC source: 0001209191-24-005225 · doc4.xml · nonDerivative · entry 1

Rangan Yamini · CIK 0001753409 · Director · Chief Executive Officer & Pres

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 77,658

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 23:12 UTC
Bueker KathrynChief Financial Officer
Tax withholdingCommon Stock 1,068 $636.85 $680,155.80
Disclosure

SEC source: 0001209191-24-005215 · doc4.xml · nonDerivative · entry 1

Bueker Kathryn · CIK 0001741660 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,772

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 23:15 UTC
Shah DharmeshDirector · Chief Technology Officer
Tax withholdingCommon Stock 658 $636.85 $419,047.30
Disclosure

SEC source: 0001209191-24-005219 · doc4.xml · nonDerivative · entry 1

Shah Dharmesh · CIK 0001620814 · Director · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,400,712

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 23:14 UTC
Halligan BrianDirector · Executive Chair
Tax withholdingCommon Stock 781 $636.85 $497,379.85
Disclosure

SEC source: 0001209191-24-005217 · doc4.xml · nonDerivative · entry 1

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 527,983

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
March 19, 2024 Filed Mar 20, 2024 20:08 UTC
Halligan BrianDirector · Executive Chair
SaleCommon Stock 8,500 $597.68 $5,080,280.00
Disclosure

SEC source: 0001209191-24-004987 · doc4.xml · nonDerivative · entry 1

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 528,764

F1 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 3/13/2023.

Read SEC document
March 04, 2024 Filed Mar 5, 2024 23:07 UTC
Rangan YaminiDirector · Chief Executive Officer & Pres
SaleCommon Stock 116 $634.21 $73,568.36
Disclosure

SEC source: 0001209191-24-004437 · doc4.xml · nonDerivative · entry 4

Rangan Yamini · CIK 0001753409 · Director · Chief Executive Officer & Pres

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 88,861

F3 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 1, 2023.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 23:07 UTC
Rangan YaminiDirector · Chief Executive Officer & Pres
SaleCommon Stock 8,817 $620.00 $5,466,540.00
Disclosure

SEC source: 0001209191-24-004437 · doc4.xml · nonDerivative · entry 3

Rangan Yamini · CIK 0001753409 · Director · Chief Executive Officer & Pres

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 88,977

F3 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 1, 2023.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 23:07 UTC
Rangan YaminiDirector · Chief Executive Officer & Pres
GrantCommon Stock 18,710 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004437 · doc4.xml · nonDerivative · entry 2

Rangan Yamini · CIK 0001753409 · Director · Chief Executive Officer & Pres

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 97,794

F2 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock units will vest over 4 years beginning on March 1, 2024, at a rate of 6.25% vesting every three months.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 23:07 UTC
Rangan YaminiDirector · Chief Executive Officer & Pres
Tax withholdingCommon Stock 122 $633.80 $77,323.60
Disclosure

SEC source: 0001209191-24-004437 · doc4.xml · nonDerivative · entry 1

Rangan Yamini · CIK 0001753409 · Director · Chief Executive Officer & Pres

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 79,804

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:59 UTC
Bueker KathrynChief Financial Officer
GrantCommon Stock 7,402 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004421 · doc4.xml · nonDerivative · entry 1

Bueker Kathryn · CIK 0001741660 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,840

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock units will vest over 4 years beginning on March 1, 2024, at a rate of 6.25% vesting every three months.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 23:05 UTC
Shah DharmeshDirector · Chief Technology Officer
GrantCommon Stock 4,112 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004435 · doc4.xml · nonDerivative · entry 1

Shah Dharmesh · CIK 0001620814 · Director · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,401,370

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock units will vest over 4 years beginning on March 1, 2024, at a rate of 6.25% vesting every three months.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 23:02 UTC
Halligan BrianDirector · Executive Chair
GrantCommon Stock 2,878 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004433 · doc4.xml · nonDerivative · entry 1

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 537,264

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock units will vest over 4 years beginning on March 1, 2024, at a rate of 6.25% vesting every three months.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 23:01 UTC
Harvey Dawson AlyssaChief Legal Officer
GrantCommon Stock 4,317 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004431 · doc4.xml · nonDerivative · entry 1

Harvey Dawson Alyssa · CIK 0001891831 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,100

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock units will vest over 4 years beginning on March 1, 2024, at a rate of 6.25% vesting every three months.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 21:32 UTC
Halligan BrianDirector · Executive Chair
SaleCommon Stock 8,500 $600.00 $5,100,000.00
Disclosure

SEC source: 0001209191-24-003805 · doc4.xml · nonDerivative · entry 1

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 534,386

F1 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 3/13/2023.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 02:38 UTC
Rangan YaminiDirector · Chief Executive Officer & Pres
Tax withholdingCommon Stock 5,781 $608.96 $3,520,397.76
Disclosure

SEC source: 0001209191-24-003607 · doc4.xml · nonDerivative · entry 2

Rangan Yamini · CIK 0001753409 · Director · Chief Executive Officer & Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,206

F2 · shares: Shares withheld by Issuer to cover taxes associated with settlement of PSUs.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 02:38 UTC
Rangan YaminiDirector · Chief Executive Officer & Pres
GrantCommon Stock 33,815 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003607 · doc4.xml · nonDerivative · entry 1

Rangan Yamini · CIK 0001753409 · Director · Chief Executive Officer & Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,987

F1 · shares: Represents shares underlying performance-based restricted stock units ("PSUs") granted on March 1, 2023. One-third of the PSUs vested following the Compensation Committee's certification on February 16, 2024 of applicable financial performance results for the fiscal year ended December 31, 2023. The remaining two-thirds of these PSUs vest in eight equal quarterly installments over the next two years, subject to the Reporting Person's continued employment with the Issuer on each such vesting date. The PSUs were awarded under the Issuer's 2014 Stock Option and Incentive Plan, as amended.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 02:35 UTC
Bueker KathrynChief Financial Officer
Tax withholdingCommon Stock 1,779 $608.96 $1,083,339.84
Disclosure

SEC source: 0001209191-24-003603 · doc4.xml · nonDerivative · entry 2

Bueker Kathryn · CIK 0001741660 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,438

F2 · shares: Shares withheld by Issuer to cover taxes associated with settlement of PSUs.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 02:35 UTC
Bueker KathrynChief Financial Officer
GrantCommon Stock 11,037 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003603 · doc4.xml · nonDerivative · entry 1

Bueker Kathryn · CIK 0001741660 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,217

F1 · shares: Represents shares underlying performance-based restricted stock units ("PSUs") granted on March 1, 2023. One-third of the PSUs vested following the Compensation Committee's certification on February 16, 2024 of applicable financial performance results for the fiscal year ended December 31, 2023. The remaining two-thirds of these PSUs vest in eight equal quarterly installments over the next two years, subject to the Reporting Person's continued employment with the Issuer on each such vesting date. The PSUs were awarded under the Issuer's 2014 Stock Option and Incentive Plan, as amended.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 02:40 UTC
Shah DharmeshDirector · Chief Technology Officer
Tax withholdingCommon Stock 930 $608.96 $566,332.80
Disclosure

SEC source: 0001209191-24-003609 · doc4.xml · nonDerivative · entry 2

Shah Dharmesh · CIK 0001620814 · Director · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,397,258

F2 · shares: Shares withheld by Issuer to cover taxes associated with settlement of PSUs.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 02:40 UTC
Shah DharmeshDirector · Chief Technology Officer
GrantCommon Stock 6,207 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003609 · doc4.xml · nonDerivative · entry 1

Shah Dharmesh · CIK 0001620814 · Director · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,398,188

F1 · shares: Represents shares underlying performance-based restricted stock units ("PSUs") granted on March 1, 2023. One-third of the PSUs vested following the Compensation Committee's certification on February 16, 2024 of applicable financial performance results for the fiscal year ended December 31, 2023. The remaining two-thirds of these PSUs vest in eight equal quarterly installments over the next two years, subject to the Reporting Person's continued employment with the Issuer on each such vesting date. The PSUs were awarded under the Issuer's 2014 Stock Option and Incentive Plan, as amended.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 02:42 UTC
Harvey Dawson AlyssaChief Legal Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,644 $0.00 Strike: $289.89 $0.00
Disclosure

SEC source: 0001209191-24-003611 · doc4.xml · derivative · entry 4

Harvey Dawson Alyssa · CIK 0001891831 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,360

Underlying: Common Stock · 1,644 shares

Expires 2033-01-03

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

F1 · derivative.exercise_date: This stock option award vests over 4 years with 25% vesting on May 1, 2023 and the remaining vesting in equal quarterly installments thereafter.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 02:42 UTC
Harvey Dawson AlyssaChief Legal Officer
SaleCommon Stock 600 $618.35 $371,010.00
Disclosure

SEC source: 0001209191-24-003611 · doc4.xml · nonDerivative · entry 3

Harvey Dawson Alyssa · CIK 0001891831 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,783

Read SEC document
February 16, 2024 Filed Feb 21, 2024 02:42 UTC
Harvey Dawson AlyssaChief Legal Officer
SaleCommon Stock 486 $618.12 $300,406.32
Disclosure

SEC source: 0001209191-24-003611 · doc4.xml · nonDerivative · entry 2

Harvey Dawson Alyssa · CIK 0001891831 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,383

Read SEC document
February 16, 2024 Filed Feb 21, 2024 02:42 UTC
Harvey Dawson AlyssaChief Legal Officer
Exercise / conversionCommon Stock 1,644 $289.89 $476,579.16
Disclosure

SEC source: 0001209191-24-003611 · doc4.xml · nonDerivative · entry 1

Harvey Dawson Alyssa · CIK 0001891831 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,869

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
February 16, 2024 Filed Feb 21, 2024 02:37 UTC
Halligan BrianDirector · Executive Chair
Tax withholdingCommon Stock 1,167 $608.96 $710,656.32
Disclosure

SEC source: 0001209191-24-003605 · doc4.xml · nonDerivative · entry 2

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 542,886

F2 · shares: Shares withheld by Issuer to cover taxes associated with settlement of PSUs.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 02:37 UTC
Halligan BrianDirector · Executive Chair
GrantCommon Stock 7,242 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003605 · doc4.xml · nonDerivative · entry 1

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 544,053

F1 · shares: Represents shares underlying performance-based restricted stock units ("PSUs") granted on March 1, 2023. One-third of the PSUs vested following the Compensation Committee's certification on February 16, 2024 of applicable financial performance results for the fiscal year ended December 31, 2023. The remaining two-thirds of these PSUs vest in eight equal quarterly installments over the next two years, subject to the Reporting Person's continued employment with the Issuer on each such vesting date. The PSUs were awarded under the Issuer's 2014 Stock Option and Incentive Plan, as amended.

Read SEC document
February 02, 2024 Filed Feb 5, 2024 22:12 UTC
Harvey Dawson AlyssaChief Legal Officer
SaleCommon Stock 969 $610.00 $591,090.00
Disclosure

SEC source: 0001209191-24-002823 · doc4.xml · nonDerivative · entry 2

Harvey Dawson Alyssa · CIK 0001891831 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,225

F2 · kind: The transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 2/23/2023.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 22:12 UTC
Harvey Dawson AlyssaChief Legal Officer
Tax withholdingCommon Stock 462 $612.97 $283,192.14
Disclosure

SEC source: 0001209191-24-002823 · doc4.xml · nonDerivative · entry 1

Harvey Dawson Alyssa · CIK 0001891831 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,194

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

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February 01, 2024 Filed May 30, 2024 22:14 UTC
Halligan BrianDirector · Executive Chair
PurchaseCommon Stock 5 $612.97 $3,064.85
Disclosure

SEC source: 0001209191-24-005765 · doc4.xml · nonDerivative · entry 2

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 526,059

F1 · kind: The purchases reported herein were executed by a brokerage firm for the benefit of the reporting person's managed account, without the reporting person's knowledge. The December and February transactions resulted in a short swing profit under Section 16(b) of the Securities Exchange Act of 1934, as amended ("Section 16(b)"), and the reporting person has disgorged $776.71 to the Issuer, which amount represents all profits related to these transactions in accordance with Section 16(b).

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January 16, 2024 Filed Jan 17, 2024 23:36 UTC
Halligan BrianDirector · Executive Chair
SaleCommon Stock 8,500 $555.84 $4,724,640.00
Disclosure

SEC source: 0001209191-24-001800 · doc4.xml · nonDerivative · entry 1

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 536,811

F1 · kind: This transaction reported on this Form 4 was effected pursuant to a 10b5-1 trading plan adopted on 3/13/2023.

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January 04, 2024 Filed Jan 8, 2024 21:06 UTC
Shah DharmeshDirector · Chief Technology Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 5,000 $0.00 Strike: $16.14 $0.00
Disclosure

SEC source: 0001209191-24-001125 · doc4.xml · derivative · entry 4

Shah Dharmesh · CIK 0001620814 · Director · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2024-01-29

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: This stock option is fully vested.

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January 04, 2024 Filed Jan 8, 2024 21:06 UTC
Shah DharmeshDirector · Chief Technology Officer
Exercise / conversionCommon Stock 5,000 $16.14 $80,700.00
Disclosure

SEC source: 0001209191-24-001125 · doc4.xml · nonDerivative · entry 1

Shah Dharmesh · CIK 0001620814 · Director · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,391,981

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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January 02, 2024 Filed Jan 4, 2024 21:34 UTC
Rangan YaminiDirector · Chief Executive Officer & Pres
Tax withholdingCommon Stock 2,958 $547.86 $1,620,569.88
Disclosure

SEC source: 0001209191-24-000798 · doc4.xml · nonDerivative · entry 1

Rangan Yamini · CIK 0001753409 · Director · Chief Executive Officer & Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,172

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

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January 02, 2024 Filed Jan 4, 2024 21:29 UTC
Bueker KathrynChief Financial Officer
Tax withholdingCommon Stock 649 $547.86 $355,561.14
Disclosure

SEC source: 0001209191-24-000789 · doc4.xml · nonDerivative · entry 1

Bueker Kathryn · CIK 0001741660 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,180

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

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January 02, 2024 Filed Jan 4, 2024 21:38 UTC
Shah DharmeshDirector · Chief Technology Officer
Tax withholdingCommon Stock 402 $547.86 $220,239.72
Disclosure

SEC source: 0001209191-24-000800 · doc4.xml · nonDerivative · entry 1

Shah Dharmesh · CIK 0001620814 · Director · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,386,981

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

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January 02, 2024 Filed Jan 4, 2024 21:32 UTC
Halligan BrianDirector · Executive Chair
Tax withholdingCommon Stock 639 $547.86 $350,082.54
Disclosure

SEC source: 0001209191-24-000794 · doc4.xml · nonDerivative · entry 1

Halligan Brian · CIK 0001603527 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 545,311

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

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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.