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LEVI

LEVI STRAUSS & CO

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Tapewire entity
3651
SEC CIK
0000094845
Parsed reports
1,100

Last 12 months

Inside the activity.

0 purchase rows · 21 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202601
Feb 202602
Mar 202600
Apr 202602
May 202608
Jun 202606
Jul 202601
Aug 202600
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
July 10, 2024 Filed Jul 11, 2024 20:20 UTC
Gass MichelleDirector · President & CEO
GiftClass A Common Stock 13,334 $0.00 $0.00
Disclosure

SEC source: 0001999371-24-008524 · gass-form4_071024.xml · nonDerivative · entry 1

Gass Michelle · CIK 0001450262 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 458,523

Read SEC document
July 01, 2024 Filed Jul 3, 2024 22:59 UTC
Stirling LisaGlobal Controller
Tax withholdingClass A Common Stock 225 $19.22 $4,324.50
Disclosure

SEC source: 0001999371-24-008277 · stirling_form4.xml · nonDerivative · entry 1

Stirling Lisa · CIK 0001862431 · Global Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,299

F1 · kind: Shares withheld to cover tax obligation from settlement of vested RSUs.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:57 UTC SaleClass A Common Stock 4,166 $19.37 $80,695.42
Disclosure

SEC source: 0001999371-24-008275 · friedman-form4_070124.xml · nonDerivative · entry 1

Friedman David A · CIK 0001768697 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 162,510

F1 · kind: Transaction pursuant to a previously established Rule 10b5-1 Plan.

F2 · ownership.nature: The shares are held by the David A. Friedman 1993 Revocable Trust, of which the Reporting Person is trustee.

Read SEC document
June 04, 2024 Filed Jun 6, 2024 18:18 UTC OtherClass B Common Stock · Derivative 684,481 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001493152-24-022899 · ownership.xml · derivative · entry 8

Haas Robert D. · CIK 0001770963 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse as trustee

Disclosed balance after: 10,360,330

Underlying: Class A Common Stock · Not disclosed shares

Expires not disclosed

F4 · kind: On the Transaction Date, the spouse of the reporting person transferred shares of Class B Common Stock to a grantor retained annuity trusts for the benefit of the spouse of the reporting person and the remainder beneficiaries.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.underlying_shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F6 · ownership.nature: The reporting person disclaims beneficial ownership of these shares.

Read SEC document
June 04, 2024 Filed Jun 6, 2024 18:18 UTC OtherClass B Common Stock · Derivative 684,481 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001493152-24-022899 · ownership.xml · derivative · entry 7

Haas Robert D. · CIK 0001770963 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse

Disclosed balance after: 0

Underlying: Class A Common Stock · Not disclosed shares

Expires not disclosed

F4 · kind: On the Transaction Date, the spouse of the reporting person transferred shares of Class B Common Stock to a grantor retained annuity trusts for the benefit of the spouse of the reporting person and the remainder beneficiaries.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.underlying_shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F6 · ownership.nature: The reporting person disclaims beneficial ownership of these shares.

Read SEC document
June 04, 2024 Filed Jun 6, 2024 18:18 UTC OtherClass B Common Stock · Derivative 420,441 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001493152-24-022899 · ownership.xml · derivative · entry 6

Haas Robert D. · CIK 0001770963 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse as trustee

Disclosed balance after: 10,360,330

Underlying: Class A Common Stock · Not disclosed shares

Expires not disclosed

F3 · kind: On the Transaction Date, grantor retained annuity trusts for the benefit of the spouse of the reporting person and the remainder beneficiaries transferred shares of Class B Common Stock to the spouse of the reporting person.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.underlying_shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F6 · ownership.nature: The reporting person disclaims beneficial ownership of these shares.

Read SEC document
June 04, 2024 Filed Jun 6, 2024 18:18 UTC OtherClass B Common Stock · Derivative 420,441 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001493152-24-022899 · ownership.xml · derivative · entry 5

Haas Robert D. · CIK 0001770963 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse

Disclosed balance after: 0

Underlying: Class A Common Stock · Not disclosed shares

Expires not disclosed

F3 · kind: On the Transaction Date, grantor retained annuity trusts for the benefit of the spouse of the reporting person and the remainder beneficiaries transferred shares of Class B Common Stock to the spouse of the reporting person.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.underlying_shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F6 · ownership.nature: The reporting person disclaims beneficial ownership of these shares.

Read SEC document
June 04, 2024 Filed Jun 6, 2024 18:18 UTC OtherClass B Common Stock · Derivative 200,538 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001493152-24-022899 · ownership.xml · derivative · entry 4

Haas Robert D. · CIK 0001770963 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As trustee

Disclosed balance after: 26,243,614

Underlying: Class A Common Stock · Not disclosed shares

Expires not disclosed

F2 · kind: On the Transaction Date, the reporting person transferred shares of Class B Common Stock to a grantor retained annuity trusts for the benefit of the reporting person and the remainder beneficiaries.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.underlying_shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
June 04, 2024 Filed Jun 6, 2024 18:18 UTC OtherClass B Common Stock · Derivative 200,538 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001493152-24-022899 · ownership.xml · derivative · entry 3

Haas Robert D. · CIK 0001770963 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250,000

Underlying: Class A Common Stock · Not disclosed shares

Expires not disclosed

F2 · kind: On the Transaction Date, the reporting person transferred shares of Class B Common Stock to a grantor retained annuity trusts for the benefit of the reporting person and the remainder beneficiaries.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.underlying_shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
June 04, 2024 Filed Jun 6, 2024 18:18 UTC OtherClass B Common Stock · Derivative 262,338 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001493152-24-022899 · ownership.xml · derivative · entry 2

Haas Robert D. · CIK 0001770963 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As trustee

Disclosed balance after: 26,243,614

Underlying: Class A Common Stock · Not disclosed shares

Expires not disclosed

F1 · kind: On the Transaction Date, grantor retained annuity trusts for the benefit of the reporting person and the remainder beneficiaries transferred shares of Class B Common Stock to the reporting person.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.underlying_shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
June 04, 2024 Filed Jun 6, 2024 18:18 UTC OtherClass B Common Stock · Derivative 262,388 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001493152-24-022899 · ownership.xml · derivative · entry 1

Haas Robert D. · CIK 0001770963 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250,000

Underlying: Class A Common Stock · Not disclosed shares

Expires not disclosed

F1 · kind: On the Transaction Date, grantor retained annuity trusts for the benefit of the reporting person and the remainder beneficiaries transferred shares of Class B Common Stock to the reporting person.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F5 · derivative.underlying_shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
June 03, 2024 Filed Jun 4, 2024 23:28 UTC
Jedrzejek DavidSVP and General Counsel
Tax withholdingClass A Common Stock 513 $24.16 $12,394.08
Disclosure

SEC source: 0001999371-24-007107 · jedrzejek_form4.xml · nonDerivative · entry 1

Jedrzejek David · CIK 0001977617 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,534

F1 · kind: Shares withheld to cover tax obligation from settlement of vested RSUs.

F2 · balance_after: Includes 132 shares acquired on April 15, 2024 pursuant to the Issuer's employee stock purchase plan.

Read SEC document
June 03, 2024 Filed Jun 4, 2024 23:25 UTC SaleClass A Common Stock 16,666 $23.94 $398,984.04
Disclosure

SEC source: 0001999371-24-007105 · friedman-form4.xml · nonDerivative · entry 1

Friedman David A · CIK 0001768697 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 166,676

F1 · kind: Transaction pursuant to a previously established Rule 10b5-1 Plan.

F2 · ownership.nature: The shares are held by the David A. Friedman 1993 Revocable Trust, of which the Reporting Person is trustee.

Read SEC document
May 31, 2024 Filed Jun 3, 2024 22:58 UTC ConversionClass B Common Stock · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0000935836-24-000423 · ownership.xml · derivative · entry 3

Haas Bradley J. · CIK 0001791584 · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 13,302,211

Underlying: Class A Common Stock · 100,000 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.

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock.

F2 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
May 31, 2024 Filed Jun 3, 2024 22:58 UTC SaleClass A Common Stock 100,000 $24.05 $2,404,560.00
Disclosure

SEC source: 0000935836-24-000423 · ownership.xml · nonDerivative · entry 2

Haas Bradley J. · CIK 0001791584 · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan.

F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.0000 to $24.2350 per share. Mr. Haas undertakes to provide to the Issuer, any security holder of the Issue, or the staff of the Securities and Exchange Commission on request, full information regarding the number of shares sold at each separate price within this range.

Read SEC document
May 31, 2024 Filed Jun 3, 2024 22:58 UTC ConversionClass A Common Stock 100,000 $0.00 $0.00
Disclosure

SEC source: 0000935836-24-000423 · ownership.xml · nonDerivative · entry 1

Haas Bradley J. · CIK 0001791584 · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 100,000

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

F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock.

F2 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:55 UTC GrantClass A Common Stock 68 $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006730 · ownership.xml · nonDerivative · entry 2

Rodgers Elliott · CIK 0001835006 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,325

F2 · shares: Represents dividend equivalent rights (DER), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. With respect to 26 of the DERs, the DERs are fully vested. With respect to 42 of the DERs, the DERs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant. Certain of the shares of the underlying Class A Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:55 UTC OtherClass A Common Stock 136 $21.79 $2,963.17
Disclosure

SEC source: 0001999371-24-006730 · ownership.xml · nonDerivative · entry 1

Rodgers Elliott · CIK 0001835006 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,257

F1 · kind: Shares were acquired pursuant to a dividend reinvestment program offered through a personal brokerage account.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:52 UTC GrantClass A Common Stock 84 $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006728 · ownership.xml · nonDerivative · entry 1

Prime Joshua E · CIK 0001768684 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,261

F1 · shares: Represents dividend equivalent rights (DER), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. With respect to 42 of the DERs, the DERs are fully vested. With respect to 42 of the DERs, the DERs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant. Certain of the shares of the underlying Class A Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:50 UTC
MING JENNY JDirector
GrantClass B Common Stock · Derivative 197 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006726 · ownership.xml · derivative · entry 2

MING JENNY J · CIK 0001188390 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,601

Underlying: Class A Common Stock · 197 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · shares: Represents DERs, each of which represents a contingent right to receive one share of the issuer's Class B Common Stock upon settlement. The DERs are fully vested. The underlying shares of Class B Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:50 UTC
MING JENNY JDirector
GrantClass A Common Stock 86 $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006726 · ownership.xml · nonDerivative · entry 1

MING JENNY J · CIK 0001188390 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,414

F1 · shares: Represents dividend equivalent rights (DER), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. With respect to 44 of the DERs, the DERs are fully vested. With respect to 42 of the DERs, the DERs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant. Certain of the shares of the underlying Class A Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:47 UTC GrantClass B Common Stock · Derivative 31 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006724 · ownership.xml · derivative · entry 2

McCormick Christopher J · CIK 0001745717 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,254

Underlying: Class A Common Stock · 31 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · shares: Represents DERs, each of which represents a contingent right to receive one share of the issuer's Class B Common Stock upon settlement. The DERs are fully vested. The underlying shares of Class B Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:47 UTC GrantClass A Common Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006724 · ownership.xml · nonDerivative · entry 1

McCormick Christopher J · CIK 0001745717 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,570

F1 · shares: Represents dividend equivalent rights (DER), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. With respect to 58 of the DERs, the DERs are fully vested. With respect to 42 of the DERs, the DERs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant. The underlying shares of Class A Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:45 UTC GrantClass A Common Stock 57 $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006722 · ownership.xml · nonDerivative · entry 1

MARBERGER DAVID S · CIK 0001235321 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,515

F1 · shares: Represents dividend equivalent rights (DER), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant. Certain of the shares of the underlying Class A Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:44 UTC
Garten YaelDirector
GrantClass A Common Stock 61 $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006721 · ownership.xml · nonDerivative · entry 1

Garten Yael · CIK 0001800786 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,204

F1 · shares: Represents dividend equivalent rights (DER), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. With respect to 19 of the DERs, the DERs are fully vested. With respect to 42 of the DERs, the DERs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant. Certain of the shares of the underlying Class A Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:43 UTC GrantClass B Common Stock · Derivative 52 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006719 · ownership.xml · derivative · entry 3

Friedman David A · CIK 0001768697 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,452

Underlying: Class A Common Stock · 52 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F4 · shares: Represents DERs, each of which represents a contingent right to receive one share of the issuer's Class B Common Stock upon settlement. The DERs are fully vested. The underlying shares of Class B Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:43 UTC GrantClass A Common Stock 42 $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006719 · ownership.xml · nonDerivative · entry 1

Friedman David A · CIK 0001768697 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,897

F1 · shares: Represents dividend equivalent rights (DER), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:41 UTC GrantClass B Common Stock · Derivative 143 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006717 · ownership.xml · derivative · entry 2

Fleischer Spencer C · CIK 0001235824 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,557

Underlying: Class A Common Stock · 143 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · shares: Represents DERs, each of which represents a contingent right to receive one share of the issuer's Class B Common Stock upon settlement. The DERs are fully vested. The underlying shares of Class B Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:41 UTC GrantClass A Common Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006717 · ownership.xml · nonDerivative · entry 1

Fleischer Spencer C · CIK 0001235824 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,967

F1 · shares: Represents dividend equivalent rights (DER), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. With respect to 58 of the DERs, the DERs are fully vested. With respect to 42 of the DERs, the DERs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant. The underlying shares of Class A Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:34 UTC GrantClass B Common Stock · Derivative 236 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006715 · ownership.xml · derivative · entry 2

ECKERT ROBERT · CIK 0001194256 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,514

Underlying: Class A Common Stock · 236 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · shares: Represents DERs, each of which represents a contingent right to receive one share of the issuer's Class B Common Stock upon settlement. The DERs are fully vested. The underlying shares of Class B Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

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May 23, 2024 Filed May 28, 2024 21:34 UTC GrantClass A Common Stock 165 $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006715 · ownership.xml · nonDerivative · entry 1

ECKERT ROBERT · CIK 0001194256 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,070

F1 · shares: Represents dividend equivalent rights (DER), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. With respect to 96 of the DERs, the DERs are fully vested. With respect to 69 of the DERs, the DERs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant. The underlying shares of Class A Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

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May 23, 2024 Filed May 28, 2024 21:33 UTC
Beraud JillDirector
GrantClass B Common Stock · Derivative 74 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006713 · ownership.xml · derivative · entry 2

Beraud Jill · CIK 0001520061 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,275

Underlying: Class A Common Stock · 74 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · shares: Represents DERs, each of which represents a contingent right to receive one share of the issuer's Class B Common Stock upon settlement. The DERs are fully vested. The underlying shares of Class B Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

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May 23, 2024 Filed May 28, 2024 21:33 UTC
Beraud JillDirector
GrantClass A Common Stock 42 $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006713 · ownership.xml · nonDerivative · entry 1

Beraud Jill · CIK 0001520061 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,909

F1 · shares: Represents dividend equivalent rights (DER), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant.

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May 23, 2024 Filed May 28, 2024 21:31 UTC
Alstead TroyDirector
GrantClass B Common Stock · Derivative 245 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006711 · ownership.xml · derivative · entry 2

Alstead Troy · CIK 0001450940 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,529

Underlying: Class A Common Stock · 245 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · shares: Represents DERs, each of which represents a contingent right to receive one share of the issuer's Class B Common Stock upon settlement. The DERs are fully vested. The underlying shares of Class B Common Stock issuable pursuant to the DERs are subject to a deferral delivery feature.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

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May 23, 2024 Filed May 28, 2024 21:31 UTC
Alstead TroyDirector
GrantClass A Common Stock 42 $0.00 $0.00
Disclosure

SEC source: 0001999371-24-006711 · ownership.xml · nonDerivative · entry 1

Alstead Troy · CIK 0001450940 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,588

F1 · shares: Represents dividend equivalent rights (DER), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant.

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May 17, 2024 Filed May 17, 2024 23:32 UTC ConversionClass B Common Stock · Derivative 56,743 $0.00 $0.00
Disclosure

SEC source: 0000935836-24-000407 · ownership.xml · derivative · entry 9

Peter E. Haas Jr. Family Fund · CIK 0001976303 · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,928,400

Underlying: Class A Common Stock · 56,743 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.

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock.

F2 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

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May 17, 2024 Filed May 17, 2024 23:32 UTC SaleClass A Common Stock 56,743 $21.96 $1,246,257.86
Disclosure

SEC source: 0000935836-24-000407 · ownership.xml · nonDerivative · entry 6

Peter E. Haas Jr. Family Fund · CIK 0001976303 · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan.

F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.8650 to $ 22.0900 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission on request, full information regarding the number of shares sold at each separate price within this range.

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May 17, 2024 Filed May 17, 2024 23:32 UTC ConversionClass A Common Stock 56,743 $0.00 $0.00
Disclosure

SEC source: 0000935836-24-000407 · ownership.xml · nonDerivative · entry 5

Peter E. Haas Jr. Family Fund · CIK 0001976303 · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 56,743

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

F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock.

F2 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

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May 16, 2024 Filed May 17, 2024 23:32 UTC ConversionClass B Common Stock · Derivative 140,839 $0.00 $0.00
Disclosure

SEC source: 0000935836-24-000407 · ownership.xml · derivative · entry 8

Peter E. Haas Jr. Family Fund · CIK 0001976303 · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,928,400

Underlying: Class A Common Stock · 140,839 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.

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock.

F2 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

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May 16, 2024 Filed May 17, 2024 23:32 UTC SaleClass A Common Stock 140,839 $22.17 $3,122,330.21
Disclosure

SEC source: 0000935836-24-000407 · ownership.xml · nonDerivative · entry 4

Peter E. Haas Jr. Family Fund · CIK 0001976303 · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan.

F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.0550 to $22.3600 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission on request, full information regarding the number of shares sold at each separate price within this range.

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May 16, 2024 Filed May 17, 2024 23:32 UTC ConversionClass A Common Stock 140,839 $0.00 $0.00
Disclosure

SEC source: 0000935836-24-000407 · ownership.xml · nonDerivative · entry 3

Peter E. Haas Jr. Family Fund · CIK 0001976303 · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 140,839

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

F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock.

F2 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

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May 15, 2024 Filed May 17, 2024 23:32 UTC ConversionClass B Common Stock · Derivative 102,418 $0.00 $0.00
Disclosure

SEC source: 0000935836-24-000407 · ownership.xml · derivative · entry 7

Peter E. Haas Jr. Family Fund · CIK 0001976303 · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,928,400

Underlying: Class A Common Stock · 102,418 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.

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock.

F2 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

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May 15, 2024 Filed May 17, 2024 23:32 UTC SaleClass A Common Stock 102,418 $22.33 $2,286,963.21
Disclosure

SEC source: 0000935836-24-000407 · ownership.xml · nonDerivative · entry 2

Peter E. Haas Jr. Family Fund · CIK 0001976303 · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan.

F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.0800 to $23.0000 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission on request, full information regarding the number of shares sold at each separate price within this range.

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May 15, 2024 Filed May 17, 2024 23:32 UTC ConversionClass A Common Stock 102,418 $0.00 $0.00
Disclosure

SEC source: 0000935836-24-000407 · ownership.xml · nonDerivative · entry 1

Peter E. Haas Jr. Family Fund · CIK 0001976303 · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 102,418

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

F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock.

F2 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

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May 15, 2024 Filed May 17, 2024 20:31 UTC ConversionClass B Common Stock · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0000935836-24-000405 · ownership.xml · derivative · entry 3

Haas Margaret E. · CIK 0001771089 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 7,074,430

Underlying: Class A Common Stock · 100,000 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.

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock.

F2 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · ownership.nature: The shares are held by the Margaret E. Haas Fund, of which Ms. Haas is Board Chair, for the benefit of various charitable entities. Ms. Haas disclaims beneficial ownership of these shares.

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May 15, 2024 Filed May 17, 2024 20:31 UTC SaleClass A Common Stock 100,000 $22.40 $2,240,080.00
Disclosure

SEC source: 0000935836-24-000405 · ownership.xml · nonDerivative · entry 2

Haas Margaret E. · CIK 0001771089 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F4 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan.

F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.08 to $23.00 per share. Ms. Haas undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission on request, full information regarding the number of shares sold at each separate price within this range.

F3 · ownership.nature: The shares are held by the Margaret E. Haas Fund, of which Ms. Haas is Board Chair, for the benefit of various charitable entities. Ms. Haas disclaims beneficial ownership of these shares.

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May 15, 2024 Filed May 17, 2024 20:31 UTC ConversionClass A Common Stock 100,000 $0.00 $0.00
Disclosure

SEC source: 0000935836-24-000405 · ownership.xml · nonDerivative · entry 1

Haas Margaret E. · CIK 0001771089 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 100,000

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

F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock.

F2 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · ownership.nature: The shares are held by the Margaret E. Haas Fund, of which Ms. Haas is Board Chair, for the benefit of various charitable entities. Ms. Haas disclaims beneficial ownership of these shares.

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May 13, 2024 Filed Jan 15, 2025 21:39 UTC
Haas Miriam L10% owner
OtherClass B Common Stock · Derivative 459,227 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-005868 · ownership.xml · derivative · entry 2

Haas Miriam L · CIK 0001768680 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,236,025

Underlying: Class A Common Stock · Not disclosed shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F1 · derivative.underlying_shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · ownership.direct: Shares reflect distributions from a grantor retained annuity trust for the benefit of the reporting person and the remainder beneficiaries.

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May 13, 2024 Filed Jan 15, 2025 21:39 UTC
Haas Miriam L10% owner
OtherClass B Common Stock · Derivative 459,227 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-005868 · ownership.xml · derivative · entry 1

Haas Miriam L · CIK 0001768680 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By grantor-retained annuity trust

Disclosed balance after: 1,825,981

Underlying: Class A Common Stock · Not disclosed shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F1 · derivative.underlying_shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · ownership.nature: Shares reflect distributions from a grantor retained annuity trust for the benefit of the reporting person and the remainder beneficiaries.

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May 09, 2024 Filed May 13, 2024 16:00 UTC OtherClass B Common Stock · Derivative 73,567 $22.35 $1,644,222.45
Disclosure

SEC source: 0000935836-24-000382 · ownership.xml · derivative · entry 2

Haas Margaret E. · CIK 0001771089 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 20,636,163

Underlying: Class A Common Stock · 73,567 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · kind: This transfer is from a trust of which Ms. Haas is trustee and beneficiary to a trust of which she is trustee for the benefit of others. The transfer was effected at the value of the Class B Common Stock as of the date of the transfer.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · ownership.nature: The number of shares beneficially owned following the reported transaction includes those held by the transferee and those held by other trusts and a limited liability company of which Ms. Haas is trustee and manager, respectively, for the benefit of others. Ms. Haas disclaims beneficial ownership of these shares.

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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.