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Nasdaq · USD

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MongoDB, Inc.

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3107
SEC CIK
0001441816
Parsed reports
724

Last 12 months

Inside the activity.

0 purchase rows · 161 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202507
Dec 2025022
Jan 202608
Feb 2026010
Mar 202607
Apr 202607
May 2026019
Jun 2026052
Jul 2026014
Aug 202609
Sep 202601
Oct 202605

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 700 $511.06 $357,742.00
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 21

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 220,553

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F21 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $510.38 to $511.29, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 700 $509.41 $356,587.00
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 20

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221,253

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F20 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $508.93 to $509.71, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 1,266 $508.06 $643,203.96
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 19

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221,953

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F19 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $507.93 to $508.57, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 800 $507.30 $405,840.00
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 18

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 223,219

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F18 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $506.87 to $507.45, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 1,100 $506.23 $556,853.00
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 17

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 224,019

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F17 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $505.68 to $506.67, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 2,538 $504.99 $1,281,664.62
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 16

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 225,119

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F16 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $504.65 to $505.51, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 3,119 $504.04 $1,572,100.76
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 15

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 227,657

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F15 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $503.65 to $504.59, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 3,721 $503.05 $1,871,849.05
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 14

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 230,776

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F14 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $502.62 to $503.49, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 2,202 $501.97 $1,105,337.94
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 13

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 234,497

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F13 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $501.61 to $502.56, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 1,300 $500.77 $651,001.00
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 12

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 236,699

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F12 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $500.49 to $501.38, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 288 $499.52 $143,861.76
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 11

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 237,999

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F11 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $499.29 to $499.69, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 1,400 $498.48 $697,872.00
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 10

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 238,287

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F10 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $498.05 to $498.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 1,775 $497.36 $882,814.00
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 9

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 239,687

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F9 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $497.03 to $498.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 2,163 $496.64 $1,074,232.32
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 8

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 241,462

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F8 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $495.99 to $496.98, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 833 $495.12 $412,434.96
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 7

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243,625

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F7 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $494.94 to $495.87, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 3,743 $494.23 $1,849,902.89
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 6

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 244,458

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F6 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $493.85 to $494.84, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 1,877 $493.47 $926,243.19
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 5

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 248,201

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F5 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $492.85 to $493.84, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 2,007 $492.19 $987,825.33
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 4

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 250,078

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F4 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $491.75 to $492.66, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 427 $490.92 $209,622.84
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 3

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 252,085

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $490.61 to $491.60, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
SaleClass A Common Stock 2,684 $489.51 $1,313,844.84
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 2

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 252,512

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F2 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $489.25 to $489.81, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 23:50 UTC
Ittycheria DevDirector · President & CEO
Exercise / conversionClass A Common Stock 35,000 $6.50 $227,500.00
Disclosure

SEC source: 0001441816-21-000198 · wf-form4_163123141796241.xml · nonDerivative · entry 1

Ittycheria Dev · CIK 0001397383 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 255,196

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: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 22:11 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 1,000 $0.00 Strike: $7.16 $0.00
Disclosure

SEC source: 0001441816-21-000196 · wf-form4_163113907084661.xml · derivative · entry 4

McMahon John Dennis · CIK 0001397798 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,000

Underlying: Class A Common Stock · 1,000 shares

Expires 2026-10-05

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: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · derivative.exercise_date: Immediately exercisable and fully vested.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 22:11 UTC SaleClass A Common Stock 1,000 $463.28 $463,280.00
Disclosure

SEC source: 0001441816-21-000196 · wf-form4_163113907084661.xml · nonDerivative · entry 2

McMahon John Dennis · CIK 0001397798 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,376

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 22:11 UTC Exercise / conversionClass A Common Stock 1,000 $7.16 $7,160.00
Disclosure

SEC source: 0001441816-21-000196 · wf-form4_163113907084661.xml · nonDerivative · entry 1

McMahon John Dennis · CIK 0001397798 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,376

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: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

Read SEC document
September 02, 2021 Filed Sep 7, 2021 20:31 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 20,000 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001441816-21-000194 · wf-form4_163104664429897.xml · derivative · entry 8

Gordon Michael Lawrence · CIK 0001615459 · COO and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,859

Underlying: Class A Common Stock · 20,000 shares

Expires 2025-07-15

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: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F4 · derivative.exercise_date: Immediately exercisable and fully vested.

Read SEC document
September 02, 2021 Filed Sep 7, 2021 20:31 UTC SaleClass A Common Stock 2,893 $403.75 $1,168,048.75
Disclosure

SEC source: 0001441816-21-000194 · wf-form4_163104664429897.xml · nonDerivative · entry 3

Gordon Michael Lawrence · CIK 0001615459 · COO and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,883

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $403.41 to $404.10, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 02, 2021 Filed Sep 7, 2021 20:31 UTC SaleClass A Common Stock 17,107 $402.87 $6,891,897.09
Disclosure

SEC source: 0001441816-21-000194 · wf-form4_163104664429897.xml · nonDerivative · entry 2

Gordon Michael Lawrence · CIK 0001615459 · COO and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,776

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F2 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $402.38 to $403.31, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 02, 2021 Filed Sep 7, 2021 20:31 UTC Exercise / conversionClass A Common Stock 20,000 $6.50 $130,000.00
Disclosure

SEC source: 0001441816-21-000194 · wf-form4_163104664429897.xml · nonDerivative · entry 1

Gordon Michael Lawrence · CIK 0001615459 · COO and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,883

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: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

Read SEC document
September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 411 $395.16 $162,410.76
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 14

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 571,896

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F15 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $395.06 to $395.26, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F11 · ownership.nature: These shares are held by The Dwight A. Merriman 2012 Trust for the benefit of the Reporting Person's children.

Read SEC document
September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 705 $394.63 $278,214.15
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 13

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 572,307

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F14 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $394.04 to $394.98, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F11 · ownership.nature: These shares are held by The Dwight A. Merriman 2012 Trust for the benefit of the Reporting Person's children.

Read SEC document
September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 504 $393.21 $198,177.84
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 12

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 573,012

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F13 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $392.87 to $393.59, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F11 · ownership.nature: These shares are held by The Dwight A. Merriman 2012 Trust for the benefit of the Reporting Person's children.

Read SEC document
September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 409 $392.10 $160,368.90
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 11

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 573,516

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F12 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $391.83 to $392.74, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F11 · ownership.nature: These shares are held by The Dwight A. Merriman 2012 Trust for the benefit of the Reporting Person's children.

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September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 671 $390.71 $262,166.41
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 10

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 573,925

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F4 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $390.21 to $390.94, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F11 · ownership.nature: These shares are held by The Dwight A. Merriman 2012 Trust for the benefit of the Reporting Person's children.

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September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 300 $389.08 $116,724.00
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 9

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 574,596

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F10 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $389.00 to $389.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F11 · ownership.nature: These shares are held by The Dwight A. Merriman 2012 Trust for the benefit of the Reporting Person's children.

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September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 200 $395.75 $79,150.00
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 8

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,390,509

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F9 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $395.60 to $395.90, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 3,815 $394.89 $1,506,505.35
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 7

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,390,709

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F8 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $394.56 to $395.42, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 2,511 $393.98 $989,283.78
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 6

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,394,524

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F7 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $393.51 to $394.49, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 2,615 $393.04 $1,027,799.60
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 5

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,397,035

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F6 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $392.49 to $393.47, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 1,869 $392.00 $732,648.00
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 4

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,399,650

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F5 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $391.47 to $392.46, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 1,590 $390.76 $621,308.40
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 3

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,401,519

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F4 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $390.21 to $390.94, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 1,200 $389.34 $467,208.00
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 2

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,403,109

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $389.10 to $390.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 200 $388.28 $77,656.00
Disclosure

SEC source: 0001441816-21-000189 · wf-form4_163069975099309.xml · nonDerivative · entry 1

MERRIMAN DWIGHT A · CIK 0001237858 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,404,309

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F2 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $387.97 to $388.59, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 350 $390.90 $136,815.00
Disclosure

SEC source: 0001441816-21-000190 · wf-form4_163069975963609.xml · nonDerivative · entry 2

Hazard Charles M Jr · CIK 0001339247 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 18,795

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F2 · ownership.nature: These shares are held by The Narragansett Bay Children's Trust (the "Trust"). The Reporting Person is the Trustee of the Trust and, as such, has the power to vote and dispose of the shares held by the Trust. The Reporting Person disclaims beneficial ownership of the shares owned by the Trust except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.

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September 01, 2021 Filed Sep 3, 2021 20:09 UTC SaleClass A Common Stock 1,667 $390.90 $651,630.30
Disclosure

SEC source: 0001441816-21-000190 · wf-form4_163069975963609.xml · nonDerivative · entry 1

Hazard Charles M Jr · CIK 0001339247 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,015

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

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August 30, 2021 Filed Sep 1, 2021 20:08 UTC SaleClass A Common Stock 564 $394.63 $222,571.32
Disclosure

SEC source: 0001441816-21-000181 · wf-form4_163052689562512.xml · nonDerivative · entry 1

Agrawal Archana · CIK 0001785447 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,956

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

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August 25, 2021 Filed Aug 25, 2021 22:07 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 1,000 $0.00 Strike: $7.16 $0.00
Disclosure

SEC source: 0001441816-21-000176 · wf-form4_162992921722484.xml · derivative · entry 7

McMahon John Dennis · CIK 0001397798 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,000

Underlying: Class A Common Stock · 1,000 shares

Expires 2026-10-05

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: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · derivative.exercise_date: Immediately exercisable and fully vested.

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August 25, 2021 Filed Aug 25, 2021 22:07 UTC SaleClass A Common Stock 1,000 $390.00 $390,000.00
Disclosure

SEC source: 0001441816-21-000176 · wf-form4_162992921722484.xml · nonDerivative · entry 4

McMahon John Dennis · CIK 0001397798 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,376

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

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August 25, 2021 Filed Aug 25, 2021 22:07 UTC Exercise / conversionClass A Common Stock 1,000 $7.16 $7,160.00
Disclosure

SEC source: 0001441816-21-000176 · wf-form4_162992921722484.xml · nonDerivative · entry 3

McMahon John Dennis · CIK 0001397798 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,376

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: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

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August 25, 2021 Filed Aug 27, 2021 20:45 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 2,598 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001441816-21-000178 · wf-form4_163009710082466.xml · derivative · entry 7

Gordon Michael Lawrence · CIK 0001615459 · COO and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,859

Underlying: Class A Common Stock · 2,598 shares

Expires 2025-07-15

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: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · derivative.exercise_date: Immediately exercisable and fully vested.

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August 25, 2021 Filed Aug 27, 2021 20:45 UTC SaleClass A Common Stock 2,598 $391.32 $1,016,649.36
Disclosure

SEC source: 0001441816-21-000178 · wf-form4_163009710082466.xml · nonDerivative · entry 2

Gordon Michael Lawrence · CIK 0001615459 · COO and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,883

F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F2 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $391.17 to $391.46, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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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.