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CS Disco, Inc.

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Tapewire entity
6054
SEC CIK
0001625641
Parsed reports
249

Last 12 months

Inside the activity.

11 purchase rows · 22 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202525
Dec 202501
Jan 202600
Feb 202654
Mar 202624
Apr 202600
May 202614
Jun 202600
Jul 202600
Aug 202614
Sep 202600
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
November 17, 2025 Filed Nov 19, 2025 21:01 UTC
Garcia SusanGC & Chief Compliance Officer
SaleCommon Stock 11,162 $6.59 $73,557.58
Disclosure

SEC source: 0001625641-25-000206 · wk-form4_1763586104.xml · nonDerivative · entry 1

Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,980

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.56 to $6.59. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

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November 17, 2025 Filed Nov 19, 2025 21:02 UTC
Crum Richard FrancisEVP, Chief Prod & Tech Officer
SaleCommon Stock 4,779 $6.59 $31,493.61
Disclosure

SEC source: 0001625641-25-000207 · wk-form4_1763586121.xml · nonDerivative · entry 1

Crum Richard Francis · CIK 0002028360 · EVP, Chief Prod & Tech Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 229,170

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.55 to $6.59. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

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November 17, 2025 Filed Nov 19, 2025 21:01 UTC
Herckis KarenEVP, Chief HR Officer
SaleCommon Stock 5,826 $6.59 $38,393.34
Disclosure

SEC source: 0001625641-25-000205 · wk-form4_1763586084.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,430

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.55 to $6.59. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

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November 17, 2025 Filed Nov 19, 2025 21:02 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 7,071 $6.59 $46,597.89
Disclosure

SEC source: 0001625641-25-000208 · wk-form4_1763586134.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 232,710

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.54 to $6.59. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

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November 17, 2025 Filed Nov 19, 2025 16:01 UTC
Lafair MichaelEVP, Chief Financial Officer
SaleCommon Stock 15,214 $6.59 $100,260.26
Disclosure

SEC source: 0001625641-25-000204 · wk-form4_1763586067.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 802,592

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.55 to $6.59. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
November 10, 2025 Filed Nov 12, 2025 21:02 UTC
Friedrichsen EricDirector · Chief Executive Officer
PurchaseCommon Stock 6,660 $6.68 $44,488.80
Disclosure

SEC source: 0001625641-25-000176 · wk-form4_1762981343.xml · nonDerivative · entry 1

Friedrichsen Eric · CIK 0002019077 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,153,727

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.65 to $6.69. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range.

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November 04, 2025 Filed Nov 5, 2025 22:59 UTC PurchaseCommon Stock 7,001 $5.98 $41,865.98
Disclosure

SEC source: 0001625641-25-000174 · wk-form4_1762383540.xml · nonDerivative · entry 1

BOGAN THOMAS F · CIK 0001145713 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 171,090

F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan, adopted June 13, 2025.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.96 to $5.99. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range.

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October 31, 2025 Filed Nov 4, 2025 16:18 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $6.32 $10,358.48
Disclosure

SEC source: 0001625641-25-000166 · wk-form4_1762291104.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 817,806

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.

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October 20, 2025 Filed Oct 21, 2025 20:02 UTC PurchaseCommon Stock 6,929 $5.98 $41,435.42
Disclosure

SEC source: 0001625641-25-000163 · wk-form4_1761076944.xml · nonDerivative · entry 2

BOGAN THOMAS F · CIK 0001145713 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 164,089

F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan, adopted June 13, 2025.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.94 to $5.99. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range.

Read SEC document
October 17, 2025 Filed Oct 21, 2025 20:02 UTC PurchaseCommon Stock 17,902 $5.94 $106,337.88
Disclosure

SEC source: 0001625641-25-000163 · wk-form4_1761076944.xml · nonDerivative · entry 1

BOGAN THOMAS F · CIK 0001145713 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 157,160

F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan, adopted June 13, 2025.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.86 to $5.99. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range.

Read SEC document
October 07, 2025 Filed Oct 9, 2025 20:54 UTC PurchaseCommon Stock 13,680 $5.95 $81,396.00
Disclosure

SEC source: 0001625641-25-000161 · wk-form4_1760043242.xml · nonDerivative · entry 1

BOGAN THOMAS F · CIK 0001145713 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 139,258

F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan, adopted June 13, 2025.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.92 to $5.99. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range.

Read SEC document
September 30, 2025 Filed Oct 1, 2025 17:22 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $6.46 $10,587.94
Disclosure

SEC source: 0001625641-25-000159 · wk-form4_1759353737.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 819,445

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.

Read SEC document
September 17, 2025 Filed Sep 19, 2025 16:43 UTC OtherCommon Stock 51,432 $0.00 $0.00
Disclosure

SEC source: 0001231919-25-000219 · form4-09192025_080940.xml · nonDerivative · entry 3

LOVP SBIC MANAGEMENT SERVICES, LLC · CIK 0001874253 · 10% owner

LiveOak Venture Partners 1A, L.P. · CIK 0001594584 · 10% owner

LOVP UPPER TIER GP I, LLC · CIK 0001874743 · 10% owner

LiveOak Venture Partners I, L.P. · CIK 0001563830 · 10% owner

LiveOak I Co-Invest L.P. · CIK 0001728516 · 10% owner

LIVEOAK I CO-INVEST II L.P. · CIK 0001874738 · 10% owner

LIVEOAK CO-INVEST GP, LLC · CIK 0001874734 · 10% owner

LIVEOAK I CO-INVEST IV L.P. · CIK 0001874740 · 10% owner

Venugopal Shamapant · CIK 0001874619 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,432

F3 · kind: Represents receipt of shares in the distribution in kind described in footnote (1).

F5 · ownership.direct: Securities are directly held by SBIC GP. Messrs. Krishna Srinivasan and Venu Shamapant are the managing members of SBIC GP. Mr. Shamapant disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Mr. Srinivasan is a director of the Issuer and files separate Section 16 reports.

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September 17, 2025 Filed Sep 19, 2025 16:43 UTC OtherCommon Stock 4,612,116 $0.00 $0.00
Disclosure

SEC source: 0001231919-25-000219 · form4-09192025_080940.xml · nonDerivative · entry 2

LOVP SBIC MANAGEMENT SERVICES, LLC · CIK 0001874253 · 10% owner

LiveOak Venture Partners 1A, L.P. · CIK 0001594584 · 10% owner

LOVP UPPER TIER GP I, LLC · CIK 0001874743 · 10% owner

LiveOak Venture Partners I, L.P. · CIK 0001563830 · 10% owner

LiveOak I Co-Invest L.P. · CIK 0001728516 · 10% owner

LIVEOAK I CO-INVEST II L.P. · CIK 0001874738 · 10% owner

LIVEOAK CO-INVEST GP, LLC · CIK 0001874734 · 10% owner

LIVEOAK I CO-INVEST IV L.P. · CIK 0001874740 · 10% owner

Venugopal Shamapant · CIK 0001874619 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By LiveOak Venture Partners I, L.P.

Disclosed balance after: 6,324,973

F3 · kind: Represents receipt of shares in the distribution in kind described in footnote (1).

F4 · ownership.nature: Securities are directly held by LiveOak Venture Partners I, L.P. ("LVP I"). LOVP GP I, L.P. ("LOVP GP I") is the general partner of LVP I and LOVP Upper Tier GP I, LLC ("LOVPUT GP I") is the general partner of LOVP GP I. Messrs. Krishna Srinivasan and Venu Shamapant are the managing members of LOVPUT GP I. Each of LOVPUT GP I and Mr. Shamapant disclaims beneficial ownership of these securities except to the extent of its or his respective pecuniary interest therein. Mr. Srinivasan is a director of the Issuer and files separate Section 16 reports.

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September 17, 2025 Filed Sep 19, 2025 16:43 UTC OtherCommon Stock 4,889,700 $0.00 $0.00
Disclosure

SEC source: 0001231919-25-000219 · form4-09192025_080940.xml · nonDerivative · entry 1

LOVP SBIC MANAGEMENT SERVICES, LLC · CIK 0001874253 · 10% owner

LiveOak Venture Partners 1A, L.P. · CIK 0001594584 · 10% owner

LOVP UPPER TIER GP I, LLC · CIK 0001874743 · 10% owner

LiveOak Venture Partners I, L.P. · CIK 0001563830 · 10% owner

LiveOak I Co-Invest L.P. · CIK 0001728516 · 10% owner

LIVEOAK I CO-INVEST II L.P. · CIK 0001874738 · 10% owner

LIVEOAK CO-INVEST GP, LLC · CIK 0001874734 · 10% owner

LIVEOAK I CO-INVEST IV L.P. · CIK 0001874740 · 10% owner

Venugopal Shamapant · CIK 0001874619 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By LiveOak Venture Partners 1A, L.P.

Disclosed balance after: 0

F1 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by LiveOak Venture Partners 1A, L.P. ("LVP IA") to its general partner and limited partners without additional consideration.

F2 · ownership.nature: Securities are directly held by LVP IA. LOVP SBIC Management Services, L.L.C. ("SBIC GP") is the general partner of LVP IA and Messrs. Krishna Srinivasan and Venu Shamapant are the managing members of SBIC GP. Each of SBIC GP and Mr. Shamapant disclaims beneficial ownership of these securities except to the extent of its or his respective pecuniary interest therein. Mr. Srinivasan is a director of the Issuer and files separate Section 16 reports.

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September 16, 2025 Filed Sep 17, 2025 20:13 UTC PurchaseCommon Stock 6,500 $5.99 $38,935.00
Disclosure

SEC source: 0001625641-25-000157 · wk-form4_1758140001.xml · nonDerivative · entry 1

BOGAN THOMAS F · CIK 0001145713 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 125,578

F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan.

Read SEC document
September 15, 2025 Filed Sep 16, 2025 23:02 UTC PurchaseCommon Stock 17,988 $5.98 $107,568.24
Disclosure

SEC source: 0001625641-25-000155 · wk-form4_1758063775.xml · nonDerivative · entry 2

BOGAN THOMAS F · CIK 0001145713 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,078

F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan.

Read SEC document
September 12, 2025 Filed Sep 16, 2025 23:02 UTC PurchaseCommon Stock 30,000 $5.80 $174,000.00
Disclosure

SEC source: 0001625641-25-000155 · wk-form4_1758063775.xml · nonDerivative · entry 1

BOGAN THOMAS F · CIK 0001145713 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,090

F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.76 to $5.88. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range.

Read SEC document
August 31, 2025 Filed Sep 3, 2025 16:01 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $5.47 $8,965.33
Disclosure

SEC source: 0001625641-25-000148 · wk-form4_1756929703.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 821,084

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.

Read SEC document
August 18, 2025 Filed Aug 20, 2025 21:12 UTC
Crum Richard FrancisEVP, Chief Prod & Tech Officer
SaleCommon Stock 10,552 $4.82 $50,860.64
Disclosure

SEC source: 0001625641-25-000145 · wk-form4_1755724330.xml · nonDerivative · entry 1

Crum Richard Francis · CIK 0002028360 · EVP, Chief Prod & Tech Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 233,949

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.82 to $4.85. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

F3 · balance_after: Includes 750 shares purchased pursuant to the 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of February 1, 2025 to July 31, 2025. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on July 31, 2025.

Read SEC document
August 18, 2025 Filed Aug 20, 2025 21:08 UTC
Herckis KarenEVP, Chief HR Officer
SaleCommon Stock 5,677 $4.82 $27,363.14
Disclosure

SEC source: 0001625641-25-000141 · wk-form4_1755724134.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,256

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.82 to $4.86. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
August 18, 2025 Filed Aug 20, 2025 21:09 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 6,898 $4.82 $33,248.36
Disclosure

SEC source: 0001625641-25-000143 · wk-form4_1755724179.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 239,781

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.82 to $4.86. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
August 18, 2025 Filed Aug 20, 2025 17:08 UTC
Lafair MichaelEVP, Chief Financial Officer
SaleCommon Stock 14,844 $4.82 $71,548.08
Disclosure

SEC source: 0001625641-25-000139 · wk-form4_1755724094.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 822,723

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.82 to $4.86. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
August 14, 2025 Filed Aug 15, 2025 16:08 UTC PurchaseCommon Stock 6,500 $4.92 $31,980.00
Disclosure

SEC source: 0001625641-25-000129 · wk-form4_1755288514.xml · nonDerivative · entry 1

Offerdahl James · CIK 0001490198 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 220,652

F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan.

Read SEC document
August 11, 2025 Filed Aug 12, 2025 20:04 UTC
Friedrichsen EricDirector · Chief Executive Officer
PurchaseCommon Stock 10,000 $4.51 $45,100.00
Disclosure

SEC source: 0001625641-25-000122 · wk-form4_1755029077.xml · nonDerivative · entry 1

Friedrichsen Eric · CIK 0002019077 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,147,067

F1 · balance_after: Includes 750 shares purchased pursuant to the 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of February 1, 2025 to July 31, 2025. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on July 31, 2025.

Read SEC document
July 31, 2025 Filed Aug 4, 2025 17:42 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $3.97 $6,506.83
Disclosure

SEC source: 0001625641-25-000111 · wk-form4_1754343764.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 837,567

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.

F2 · balance_after: Includes 750 shares purchased pursuant to the 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of February 1, 2025 to July 31, 2025. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on July 31, 2025.

Read SEC document
June 30, 2025 Filed Jul 2, 2025 16:10 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $4.37 $7,162.43
Disclosure

SEC source: 0001625641-25-000109 · wk-form4_1751487033.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 838,456

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 16:46 UTC GrantCommon Stock 34,169 $0.00 $0.00
Disclosure

SEC source: 0001625641-25-000105 · wk-form4_1749761210.xml · nonDerivative · entry 1

Offerdahl James · CIK 0001490198 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 214,152

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2025, and shall become fully vested as of the day immediately preceding the Issuer's 2026 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date.

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June 10, 2025 Filed Jun 12, 2025 20:45 UTC GrantCommon Stock 34,169 $0.00 $0.00
Disclosure

SEC source: 0001625641-25-000101 · wk-form4_1749761093.xml · nonDerivative · entry 1

Blount Susan L · CIK 0001325581 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,823

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2025, and shall become fully vested as of the day immediately preceding the Issuer's 2026 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date.

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June 10, 2025 Filed Jun 12, 2025 20:46 UTC
Hill Scott ADirector
GrantCommon Stock 34,169 $0.00 $0.00
Disclosure

SEC source: 0001625641-25-000103 · wk-form4_1749761156.xml · nonDerivative · entry 1

Hill Scott A · CIK 0001397778 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 223,230

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2025, and shall become fully vested as of the day immediately preceding the Issuer's 2026 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date.

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June 10, 2025 Filed Jun 12, 2025 20:47 UTC GrantCommon Stock 34,169 $0.00 $0.00
Disclosure

SEC source: 0001625641-25-000107 · wk-form4_1749761264.xml · nonDerivative · entry 1

Burnette Colette Pierce · CIK 0001870354 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,774

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2025, and shall become fully vested as of the day immediately preceding the Issuer's 2026 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date.

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May 31, 2025 Filed Jun 3, 2025 16:03 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $3.94 $6,457.66
Disclosure

SEC source: 0001625641-25-000096 · wk-form4_1748980996.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 840,095

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.

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May 19, 2025 Filed May 21, 2025 21:01 UTC
Herckis KarenEVP, Chief HR Officer
SaleCommon Stock 5,875 $3.93 $23,088.75
Disclosure

SEC source: 0001625641-25-000090 · wk-form4_1747861264.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 151,933

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.93 to $3.95. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

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May 19, 2025 Filed May 21, 2025 21:02 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 7,155 $3.93 $28,119.15
Disclosure

SEC source: 0001625641-25-000093 · wk-form4_1747861321.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 246,679

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.93 to $3.95. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

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May 19, 2025 Filed May 21, 2025 17:00 UTC
Lafair MichaelEVP, Chief Financial Officer
SaleCommon Stock 15,395 $3.93 $60,502.35
Disclosure

SEC source: 0001625641-25-000089 · wk-form4_1747861238.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 841,734

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.93 to $3.95. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

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May 19, 2025 Filed May 21, 2025 21:01 UTC
Friedrichsen EricDirector · Chief Executive Officer
SaleCommon Stock 118,054 $3.93 $463,952.22
Disclosure

SEC source: 0001625641-25-000092 · wk-form4_1747861299.xml · nonDerivative · entry 1

Friedrichsen Eric · CIK 0002019077 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,136,317

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.93 to $3.95. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

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April 30, 2025 Filed May 2, 2025 16:25 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $3.73 $6,113.47
Disclosure

SEC source: 0001625641-25-000064 · wk-form4_1746217529.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 857,129

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.

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March 31, 2025 Filed Apr 2, 2025 16:03 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $4.09 $6,703.51
Disclosure

SEC source: 0001625641-25-000048 · wk-form4_1743624214.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 858,768

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.

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March 13, 2025 Filed Mar 17, 2025 20:22 UTC GrantCommon Stock 71,090 $0.00 $0.00
Disclosure

SEC source: 0001625641-25-000046 · wk-form4_1742242971.xml · nonDerivative · entry 1

BOGAN THOMAS F · CIK 0001145713 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,090

F1 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest in 12 equal quarterly installments measured from March 13, 2025, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

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February 28, 2025 Filed Mar 4, 2025 16:21 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $4.82 $7,899.98
Disclosure

SEC source: 0001625641-25-000038 · wk-form4_1741123294.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 860,407

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.

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February 26, 2025 Filed Feb 28, 2025 21:33 UTC
Herckis KarenEVP, Chief HR Officer
SaleCommon Stock 3,832 $5.11 $19,581.52
Disclosure

SEC source: 0001625641-25-000034 · wk-form4_1740778429.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,808

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

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February 26, 2025 Filed Feb 28, 2025 21:35 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 2,824 $5.11 $14,430.64
Disclosure

SEC source: 0001625641-25-000036 · wk-form4_1740778520.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 253,834

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

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February 26, 2025 Filed Feb 28, 2025 16:32 UTC
Lafair MichaelEVP, Chief Financial Officer
SaleCommon Stock 3,747 $5.11 $19,147.17
Disclosure

SEC source: 0001625641-25-000032 · wk-form4_1740778351.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 862,046

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

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February 18, 2025 Filed Feb 20, 2025 01:05 UTC
Herckis KarenEVP, Chief HR Officer
SaleCommon Stock 4,424 $5.19 $22,960.56
Disclosure

SEC source: 0001625641-25-000014 · wk-form4_1740013497.xml · nonDerivative · entry 3

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,640

F3 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.19 to $5.20. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

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February 18, 2025 Filed Feb 20, 2025 01:07 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 3,278 $5.19 $17,012.82
Disclosure

SEC source: 0001625641-25-000018 · wk-form4_1740013623.xml · nonDerivative · entry 3

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 256,658

F3 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.19 to $5.20. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

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February 18, 2025 Filed Feb 19, 2025 20:03 UTC
Lafair MichaelEVP, Chief Financial Officer
SaleCommon Stock 13,146 $5.19 $68,227.74
Disclosure

SEC source: 0001625641-25-000012 · wk-form4_1740013430.xml · nonDerivative · entry 3

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 865,793

F3 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

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February 18, 2025 Filed Feb 20, 2025 01:02 UTC
Friedrichsen EricDirector · Chief Executive Officer
GrantCommon Stock 229,841 $0.00 $0.00
Disclosure

SEC source: 0001625641-25-000010 · wk-form4_1740013371.xml · nonDerivative · entry 1

Friedrichsen Eric · CIK 0002019077 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,254,371

F1 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in 16 equal quarterly installments with the first vest date occurring on August 16, 2025, and shall continue to vest on each quarterly date thereafter, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

F2 · balance_after: Includes 750 shares purchased pursuant to the 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of August 1, 2024 to January 31, 2025. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on January 31, 2025.

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February 16, 2025 Filed Feb 20, 2025 01:06 UTC
Crum Richard FrancisEVP, Chief Product Officer
GrantCommon Stock 105,820 $0.00 $0.00
Disclosure

SEC source: 0001625641-25-000016 · wk-form4_1740013561.xml · nonDerivative · entry 1

Crum Richard Francis · CIK 0002028360 · EVP, Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 243,751

F1 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in 16 equal quarterly installments with the first vest date occurring on November 16, 2025, and shall continue to vest on each quarterly date thereafter, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

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February 16, 2025 Filed Feb 20, 2025 01:05 UTC
Herckis KarenEVP, Chief HR Officer
GrantCommon Stock 20,137 $0.00 $0.00
Disclosure

SEC source: 0001625641-25-000014 · wk-form4_1740013497.xml · nonDerivative · entry 2

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 166,064

F2 · shares: Represents RSUs that were granted in February 2024 subject to performance-based vesting conditions pertaining to 2024 performance, the achievement of which was certified by the Compensation Committee on February 16, 2025. Of these RSUs, 4/12th of the shares will vest after two full business days have elapsed following the Issuer's release of 2024 earnings, and the remainder will vest in eight equal quarterly installments with the first vest date occurring on May 16, 2025, and shall continue to vest on each quarterly date thereafter, subject to the reporting person's continuous service to the Issuer through each vesting date.

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February 16, 2025 Filed Feb 20, 2025 01:05 UTC
Herckis KarenEVP, Chief HR Officer
GrantCommon Stock 42,222 $0.00 $0.00
Disclosure

SEC source: 0001625641-25-000014 · wk-form4_1740013497.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145,927

F1 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in 16 equal quarterly installments with the first vest date occurring on May 16, 2025, and shall continue to vest on each quarterly date thereafter, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

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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.