Tapewire

NYSE · USD

IBTA

Ibotta, Inc.

Export transactions ↓
Tapewire entity
2177
SEC CIK
0001538379
Parsed reports
257

Last 12 months

Inside the activity.

1 purchase rows · 116 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202610
Feb 202600
Mar 202601
Apr 202600
May 2026016
Jun 202609
Jul 2026026
Aug 2026038
Sep 2026018
Oct 202607

Latest available

Insider transactions

JSON API
Reset

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
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
OtherClass A Common Stock 405,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 12

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F7 · kind: Following the reclassification of Common Stock into Class A Common Stock, certain shares of Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock in a transaction previously approved by the Issuer's board of directors.

F7 · price: Following the reclassification of Common Stock into Class A Common Stock, certain shares of Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock in a transaction previously approved by the Issuer's board of directors.

F2 · ownership.nature: By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021 (the "Elysian 2021 Legacy Trust").

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
OtherClass A Common Stock 2,768,427 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 11

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 384,621

F7 · kind: Following the reclassification of Common Stock into Class A Common Stock, certain shares of Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock in a transaction previously approved by the Issuer's board of directors.

F7 · price: Following the reclassification of Common Stock into Class A Common Stock, certain shares of Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock in a transaction previously approved by the Issuer's board of directors.

F8 · balance_after: These securities are RSUs and PSUs. Each RSU and PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU and PSU.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
OtherClass A Common Stock 45,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 10

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 45,000

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F5 · ownership.nature: By Spouse as Trustee for the Orion 2024 GST Trust u/a/d March 20, 2024.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
OtherClass A Common Stock 405,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 9

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 405,000

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F4 · ownership.nature: By Spouse as Trustee for the Orion 2021 Legacy Trust u/a/d May 11, 2021 (the "Orion 2021 Legacy Trust").

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
OtherClass A Common Stock 45,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 8

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 45,000

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F3 · ownership.nature: By Spouse as Trustee for the Elysian 2024 GST Trust u/a/d March 20, 2024.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
OtherClass A Common Stock 405,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 7

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 405,000

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F2 · ownership.nature: By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021 (the "Elysian 2021 Legacy Trust").

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
OtherClass A Common Stock 3,153,048 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 6

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,153,048

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F6 · balance_after: Certain of these securities are restricted stock units ("RSUs") and performance stock units ("PSUs"). Each RSU and PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU and PSU.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
OtherCommon Stock 45,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 5

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F5 · ownership.nature: By Spouse as Trustee for the Orion 2024 GST Trust u/a/d March 20, 2024.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
OtherCommon Stock 405,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 4

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F4 · ownership.nature: By Spouse as Trustee for the Orion 2021 Legacy Trust u/a/d May 11, 2021 (the "Orion 2021 Legacy Trust").

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
OtherCommon Stock 45,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 3

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F3 · ownership.nature: By Spouse as Trustee for the Elysian 2024 GST Trust u/a/d March 20, 2024.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
OtherCommon Stock 405,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 2

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F2 · ownership.nature: By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021 (the "Elysian 2021 Legacy Trust").

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
OtherCommon Stock 3,153,048 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 1

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 40,000 Not disclosed Strike: $10.40 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 19

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,000

Underlying: Class A Common Stock · 40,000 shares

Expires 2033-03-07

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F9 · derivative.exercise_date: 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 40,000 Not disclosed Strike: $10.40 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 18

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 40,000 shares

Expires 2033-03-07

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F9 · derivative.exercise_date: 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 25,000 Not disclosed Strike: $19.25 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 17

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Class A Common Stock · 25,000 shares

Expires 2032-02-08

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F8 · derivative.exercise_date: 1/36th of the shares subject to the option vested on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 25,000 Not disclosed Strike: $19.25 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 16

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 25,000 shares

Expires 2032-02-08

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F8 · derivative.exercise_date: 1/36th of the shares subject to the option vested on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 71,670 Not disclosed Strike: $22.20 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 15

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,670

Underlying: Class A Common Stock · 71,670 shares

Expires 2031-07-15

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F7 · derivative.exercise_date: 1/48th of the shares subject to the option vested on August 15, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 71,670 Not disclosed Strike: $22.20 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 14

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 71,670 shares

Expires 2031-07-15

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F7 · derivative.exercise_date: 1/48th of the shares subject to the option vested on August 15, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 50,000 Not disclosed Strike: $8.30 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 13

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Class A Common Stock · 50,000 shares

Expires 2030-12-08

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F6 · derivative.exercise_date: 1/48th of the shares subject to the option vested on January 8, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date..

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 50,000 Not disclosed Strike: $8.30 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 12

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 50,000 shares

Expires 2030-12-08

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F6 · derivative.exercise_date: 1/48th of the shares subject to the option vested on January 8, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date..

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 39,324 Not disclosed Strike: $12.75 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 11

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,324

Underlying: Class A Common Stock · 39,324 shares

Expires 2029-12-11

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 39,324 Not disclosed Strike: $12.75 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 10

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 39,324 shares

Expires 2029-12-11

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 35,000 Not disclosed Strike: $5.35 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 9

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,000

Underlying: Class A Common Stock · 35,000 shares

Expires 2028-11-13

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 35,000 Not disclosed Strike: $5.35 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 8

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 35,000 shares

Expires 2028-11-13

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 21,728 Not disclosed Strike: $5.05 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 7

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,728

Underlying: Class A Common Stock · 21,728 shares

Expires 2028-01-25

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 21,728 Not disclosed Strike: $5.05 Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 6

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 21,728 shares

Expires 2028-01-25

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
SaleClass A Common Stock 140,538 $88.00 $12,367,344.00
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · nonDerivative · entry 5

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 659,923

F4 · kind: Pursuant to the IPO, on April 17, 2024, the Issuer, the selling stockholders named in the Underwriting Agreement (as defined below) and the underwriters of the IPO (the "Underwriters") entered into an Underwriting Agreement (the "Underwriting Agreement"). Pursuant to the Underwriting Agreement, the Reporting Person sold 140,538 shares of Class A Common Stock of the Issuer to the Underwriters at a per share sale price of $88.00. The per share sale price reported in this Form 4 does not reflect underwriting discounts.

F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherClass A Common Stock 45,045 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · nonDerivative · entry 4

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 45,045

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F2 · ownership.nature: The shares are held by Flat Tops Ventures, LLC, which is 1% owned by the Reporting Person and 99% owned by the Swanson 2021 Irrevocable Trust for the benefit of the Reporting Person's children.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherClass A Common Stock 800,461 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · nonDerivative · entry 3

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800,461

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherCommon Stock 45,045 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · nonDerivative · entry 2

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F2 · ownership.nature: The shares are held by Flat Tops Ventures, LLC, which is 1% owned by the Reporting Person and 99% owned by the Swanson 2021 Irrevocable Trust for the benefit of the Reporting Person's children.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherCommon Stock 800,461 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011309 · form4-04222024_040453.xml · nonDerivative · entry 1

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC OtherClass A Common Stock 4,545 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011311 · form4-04222024_040404.xml · nonDerivative · entry 2

Bailey Stephen · CIK 0001816738 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,545

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F2 · balance_after: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC OtherCommon Stock 4,545 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011311 · form4-04222024_040404.xml · nonDerivative · entry 1

Bailey Stephen · CIK 0001816738 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Shapiro David TCHIEF LEGAL OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 48,498 Not disclosed Strike: $31.15 Not disclosed
Disclosure

SEC source: 0001415889-24-011306 · form4-04222024_040435.xml · derivative · entry 4

Shapiro David T · CIK 0001449093 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,498

Underlying: Class A Common Stock · 48,498 shares

Expires 2034-03-08

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F3 · derivative.exercise_date: 1/4th of the shares subject to the option vest on March 4, 2025 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Shapiro David TCHIEF LEGAL OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 48,498 Not disclosed Strike: $31.15 Not disclosed
Disclosure

SEC source: 0001415889-24-011306 · form4-04222024_040435.xml · derivative · entry 3

Shapiro David T · CIK 0001449093 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 48,498 shares

Expires 2034-03-08

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F3 · derivative.exercise_date: 1/4th of the shares subject to the option vest on March 4, 2025 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Shapiro David TCHIEF LEGAL OFFICER
OtherClass A Common Stock 17,382 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011306 · form4-04222024_040435.xml · nonDerivative · entry 2

Shapiro David T · CIK 0001449093 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,382

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F2 · balance_after: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:06 UTC
Shapiro David TCHIEF LEGAL OFFICER
OtherCommon Stock 17,382 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011306 · form4-04222024_040435.xml · nonDerivative · entry 1

Shapiro David T · CIK 0001449093 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 16:05 UTC
PATEL SUNIT SCHIEF FINANCIAL OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 20,000 Not disclosed Strike: $19.25 Not disclosed
Disclosure

SEC source: 0001415889-24-011305 · form4-04222024_040429.xml · derivative · entry 4

PATEL SUNIT S · CIK 0001233367 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class A Common Stock · 20,000 shares

Expires 2032-02-08

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F3 · derivative.exercise_date: 1/36th of the shares subject to the option vested on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 16:05 UTC
PATEL SUNIT SCHIEF FINANCIAL OFFICER
OtherEmployee Stock Option (right to buy) · Derivative 20,000 Not disclosed Strike: $19.25 Not disclosed
Disclosure

SEC source: 0001415889-24-011305 · form4-04222024_040429.xml · derivative · entry 3

PATEL SUNIT S · CIK 0001233367 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,000 shares

Expires 2032-02-08

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F3 · derivative.exercise_date: 1/36th of the shares subject to the option vested on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 16:05 UTC
PATEL SUNIT SCHIEF FINANCIAL OFFICER
OtherClass A Common Stock 467,990 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011305 · form4-04222024_040429.xml · nonDerivative · entry 2

PATEL SUNIT S · CIK 0001233367 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 467,990

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 16:05 UTC
PATEL SUNIT SCHIEF FINANCIAL OFFICER
OtherCommon Stock 467,990 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011305 · form4-04222024_040429.xml · nonDerivative · entry 1

PATEL SUNIT S · CIK 0001233367 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:05 UTC ConversionConvertible Promissory Note · Derivative 1,569 Not disclosed Strike: $63.80 Not disclosed
Disclosure

SEC source: 0001415889-24-011308 · form4-04222024_040443.xml · derivative · entry 24

SONSINI LARRY W · CIK 0001205649 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,569 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.

F13 · derivative.exercise_price: The principal amount of the Convertible Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80. The Convertible Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Promissory Note in the IPO was exempt pursuant to Rule 16b-6 and Rule 16b-3.

F13 · price: The principal amount of the Convertible Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80. The Convertible Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Promissory Note in the IPO was exempt pursuant to Rule 16b-6 and Rule 16b-3.

F13 · derivative.exercise_date: The principal amount of the Convertible Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80. The Convertible Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Promissory Note in the IPO was exempt pursuant to Rule 16b-6 and Rule 16b-3.

F13 · derivative.expiration_date: The principal amount of the Convertible Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80. The Convertible Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Promissory Note in the IPO was exempt pursuant to Rule 16b-6 and Rule 16b-3.

F12 · ownership.nature: The shares are held by WS Investment Company, LLC (22A), of which the Reporting Person is a member and has voting and investment control.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:05 UTC ConversionSeries C-1 Preferred Stock · Derivative 12,638 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011308 · form4-04222024_040443.xml · derivative · entry 23

SONSINI LARRY W · CIK 0001205649 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Common Stock · 12,638 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.

F10 · derivative.exercise_price: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F10 · price: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F10 · derivative.exercise_date: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F10 · derivative.expiration_date: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F11 · ownership.nature: The shares are held by WS Investment Company, LLC (2017A), of which the Reporting Person is a member and has voting and investment control.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:05 UTC ConversionSeries C Preferred Stock · Derivative 2,153 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011308 · form4-04222024_040443.xml · derivative · entry 22

SONSINI LARRY W · CIK 0001205649 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Common Stock · 2,153 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.

F7 · derivative.exercise_price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F7 · price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F7 · derivative.exercise_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F7 · derivative.expiration_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F9 · ownership.nature: The shares are held by WS Investment Company, LLC (2015C), of which the Reporting Person is a member and has voting and investment control.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:05 UTC ConversionSeries C Preferred Stock · Derivative 6,459 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011308 · form4-04222024_040443.xml · derivative · entry 21

SONSINI LARRY W · CIK 0001205649 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Common Stock · 6,459 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.

F7 · derivative.exercise_price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F7 · price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F7 · derivative.exercise_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F7 · derivative.expiration_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F8 · ownership.nature: The shares are held by WS Investment Company, LLC (2015A), of which the Reporting Person is a member and has voting and investment control.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:05 UTC ConversionSeries A Preferred Stock · Derivative 24,390 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011308 · form4-04222024_040443.xml · derivative · entry 20

SONSINI LARRY W · CIK 0001205649 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Common Stock · 24,390 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.

F5 · derivative.exercise_price: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F5 · price: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F5 · derivative.exercise_date: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F5 · derivative.expiration_date: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F6 · ownership.nature: The shares are held by WS Investment Company, LLC (2013A), of which the Reporting Person is a member and has voting and investment control.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:05 UTC ConversionSeries Seed Preferred Stock · Derivative 191,270 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011308 · form4-04222024_040443.xml · derivative · entry 19

SONSINI LARRY W · CIK 0001205649 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Common Stock · 191,270 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 share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F3 · price: Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F3 · derivative.exercise_date: Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F3 · derivative.expiration_date: Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F4 · ownership.nature: The shares are held by WS Investment Company LLC (2011A), of which the Reporting Person is a member and has voting and investment control.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:05 UTC ConversionClass A Common Stock 1,569 $63.80 $100,102.20
Disclosure

SEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 18

SONSINI LARRY W · CIK 0001205649 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,569

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.

F12 · ownership.nature: The shares are held by WS Investment Company, LLC (22A), of which the Reporting Person is a member and has voting and investment control.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:05 UTC OtherClass A Common Stock 12,638 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 17

SONSINI LARRY W · CIK 0001205649 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 12,638

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F11 · ownership.nature: The shares are held by WS Investment Company, LLC (2017A), of which the Reporting Person is a member and has voting and investment control.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:05 UTC OtherClass A Common Stock 2,153 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 16

SONSINI LARRY W · CIK 0001205649 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 2,153

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO").

F9 · ownership.nature: The shares are held by WS Investment Company, LLC (2015C), of which the Reporting Person is a member and has voting and investment control.

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.