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Marqeta, Inc.

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806
SEC CIK
0001522540
Parsed reports
290

Last 12 months

Inside the activity.

1 purchase rows · 34 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 2025011
Jan 202602
Feb 202612
Mar 202602
Apr 202604
May 202602
Jun 202604
Jul 202602
Aug 202601
Sep 202603
Oct 202600

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 23, 2025 Filed May 28, 2025 20:58 UTC
Gardner Jason M.Director · 10% owner
GiftClass B Common Stock · Derivative 1,968,537 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000004 · wk-form4_1748465914.xml · derivative · entry 4

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 3,937,074

Underlying: Class A Common Stock · 1,968,537 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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F4 · ownership.nature: The shares are held directly by the Jocelyne Gardner 2025 GRAT dated May 14, 2025 for which the spouse of the Reporting Person is trustee.

Read SEC document
May 23, 2025 Filed May 28, 2025 20:58 UTC
Gardner Jason M.Director · 10% owner
GiftClass B Common Stock · Derivative 1,968,537 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000004 · wk-form4_1748465914.xml · derivative · entry 3

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,968,537

Underlying: Class A Common Stock · 1,968,537 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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · ownership.nature: The shares are held directly by the Jason Gardner 2025 GRAT dated May 14, 2025 for which the Reporting Person is trustee.

Read SEC document
May 23, 2025 Filed May 28, 2025 20:58 UTC
Gardner Jason M.Director · 10% owner
GiftClass B Common Stock · Derivative 1,968,537 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000004 · wk-form4_1748465914.xml · derivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,968,537 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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F2 · ownership.nature: The shares are held by the spouse of the Reporting Person.

Read SEC document
May 23, 2025 Filed May 28, 2025 20:58 UTC
Gardner Jason M.Director · 10% owner
GiftClass B Common Stock · Derivative 1,968,537 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000004 · wk-form4_1748465914.xml · derivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,968,537 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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

Read SEC document
April 18, 2025 Filed Apr 22, 2025 20:49 UTC
Paul ElaineDirector
GrantRestricted Stock Units · Derivative 104,712 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-018881 · wk-form4_1745354938.xml · derivative · entry 1

Paul Elaine · CIK 0001904069 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,712

Underlying: Class A Common Stock · 104,712 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F2 · derivative.exercise_date: One-third (1/3rd) of the restricted stock units vest on each of April 18, 2026, April 18, 2027 and April 18, 2028, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

F2 · derivative.expiration_date: One-third (1/3rd) of the restricted stock units vest on each of April 18, 2026, April 18, 2027 and April 18, 2028, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

Read SEC document
April 18, 2025 Filed Apr 22, 2025 20:48 UTC
Thomas WendyDirector
GrantRestricted Stock Units · Derivative 104,712 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-018880 · wk-form4_1745354903.xml · derivative · entry 1

Thomas Wendy · CIK 0001809969 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,712

Underlying: Class A Common Stock · 104,712 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F2 · derivative.exercise_date: One-third (1/3rd) of the restricted stock units vest on each of April 18, 2026, April 18, 2027 and April 18, 2028, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

F2 · derivative.expiration_date: One-third (1/3rd) of the restricted stock units vest on each of April 18, 2026, April 18, 2027 and April 18, 2028, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

Read SEC document
April 17, 2025 Filed Apr 21, 2025 20:56 UTC Exercise / conversionRestricted Stock Units · Derivative 30,864 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-018656 · wk-form4_1745268959.xml · derivative · entry 2

Atkinson Najuma · CIK 0001932895 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,863

Underlying: Class A Common Stock · 30,864 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 restricted stock unit is convertible into one share of Class A Common Stock.

F3 · derivative.exercise_date: One-third (1/3rd) of the restricted stock units vest on each of April 30, 2024, April 17, 2025 and April 17, 2026, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

F3 · derivative.expiration_date: One-third (1/3rd) of the restricted stock units vest on each of April 30, 2024, April 17, 2025 and April 17, 2026, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

Read SEC document
April 17, 2025 Filed Apr 21, 2025 20:56 UTC Exercise / conversionClass A Common Stock 30,864 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-25-018656 · wk-form4_1745268959.xml · nonDerivative · entry 1

Atkinson Najuma · CIK 0001932895 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,018.218

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: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F1 · price: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
March 17, 2025 Filed Mar 18, 2025 23:50 UTC
Pollak ToddChief Revenue Officer
GrantPerformance Stock Units (Adjusted EBITDA) · Derivative 54,222 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000004 · wk-form4_1742341838.xml · derivative · entry 4

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,394

Underlying: Class A Common Stock · 54,222 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit is convertible into one share of Class A Common Stock.

F6 · derivative.exercise_date: Represents the number of shares which may be issued at target under the PSU over a period of time following achievement of certain EBITDA targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

F6 · derivative.expiration_date: Represents the number of shares which may be issued at target under the PSU over a period of time following achievement of certain EBITDA targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

Read SEC document
March 15, 2025 Filed Mar 18, 2025 23:55 UTC
Sumner CrystalSee Remarks
GrantPerformance Stock Units (Adjusted EBITDA) · Derivative 60,234 $0.00 $0.00
Disclosure

SEC source: 0001870987-25-000004 · wk-form4_1742342141.xml · derivative · entry 4

Sumner Crystal · CIK 0001870987 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,146

Underlying: Class A Common Stock · 60,234 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit is convertible into one share of Class A Common Stock.

F6 · derivative.exercise_date: Represents the number of shares which may be issued at target under the PSU over a period of time following achievement of certain EBITDA targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

F6 · derivative.expiration_date: Represents the number of shares which may be issued at target under the PSU over a period of time following achievement of certain EBITDA targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

Read SEC document
March 15, 2025 Filed Mar 18, 2025 23:55 UTC
Sumner CrystalSee Remarks
GrantPerformance Stock Units (Gross Profit) · Derivative 140,546 $0.00 $0.00
Disclosure

SEC source: 0001870987-25-000004 · wk-form4_1742342141.xml · derivative · entry 3

Sumner Crystal · CIK 0001870987 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 229,006

Underlying: Class A Common Stock · 140,546 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit is convertible into one share of Class A Common Stock.

F5 · derivative.exercise_date: Represents the number of shares which may be issued at target under the performance stock unit ("PSU") over a period of time following achievement of certain profit targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

F5 · derivative.expiration_date: Represents the number of shares which may be issued at target under the performance stock unit ("PSU") over a period of time following achievement of certain profit targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

Read SEC document
March 15, 2025 Filed Mar 18, 2025 23:55 UTC
Sumner CrystalSee Remarks
GrantRestricted Stock Units · Derivative 254,958 $0.00 $0.00
Disclosure

SEC source: 0001870987-25-000004 · wk-form4_1742342141.xml · derivative · entry 2

Sumner Crystal · CIK 0001870987 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 254,958

Underlying: Class A Common Stock · 254,958 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F3 · derivative.exercise_date: 100% of the restricted stock units vest on the date that is six months following the date that the Issuer's Board appoints a new CEO (the "Appointment Date"), subject to the Reporting Person's continued service to the Issuer as of such vesting date; provided however, that if, following the Appointment Date, the Reporting Person's employment with the Issuer is terminated without Cause (as defined in the Issuer's Executive Severance Plan as currently in effect), 100% of the restricted stock units immediately will vest subject to satisfying the Release Requirement (as defined in the Issuer's Executive Severance Plan as currently in effect).

F3 · derivative.expiration_date: 100% of the restricted stock units vest on the date that is six months following the date that the Issuer's Board appoints a new CEO (the "Appointment Date"), subject to the Reporting Person's continued service to the Issuer as of such vesting date; provided however, that if, following the Appointment Date, the Reporting Person's employment with the Issuer is terminated without Cause (as defined in the Issuer's Executive Severance Plan as currently in effect), 100% of the restricted stock units immediately will vest subject to satisfying the Release Requirement (as defined in the Issuer's Executive Severance Plan as currently in effect).

Read SEC document
March 15, 2025 Filed Mar 18, 2025 23:55 UTC
Sumner CrystalSee Remarks
GrantRestricted Stock Units · Derivative 468,487 $0.00 $0.00
Disclosure

SEC source: 0001870987-25-000004 · wk-form4_1742342141.xml · derivative · entry 1

Sumner Crystal · CIK 0001870987 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 468,487

Underlying: Class A Common Stock · 468,487 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F2 · derivative.exercise_date: One-twelfth (1/12th) of the restricted stock units vest on June 1, 2025 and one-twelfth (1/12th) of the remaining restricted stock units vest quarterly on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

F2 · derivative.expiration_date: One-twelfth (1/12th) of the restricted stock units vest on June 1, 2025 and one-twelfth (1/12th) of the remaining restricted stock units vest quarterly on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

Read SEC document
March 15, 2025 Filed Mar 18, 2025 23:50 UTC
Pollak ToddChief Revenue Officer
GrantPerformance Stock Units (Gross Profit) · Derivative 126,518 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000004 · wk-form4_1742341838.xml · derivative · entry 3

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 203,921

Underlying: Class A Common Stock · 126,518 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit is convertible into one share of Class A Common Stock.

F5 · derivative.exercise_date: Represents the number of shares which may be issued at target under the performance stock unit ("PSU") over a period of time following achievement of certain profit targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

F5 · derivative.expiration_date: Represents the number of shares which may be issued at target under the performance stock unit ("PSU") over a period of time following achievement of certain profit targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

Read SEC document
March 15, 2025 Filed Mar 18, 2025 23:50 UTC
Pollak ToddChief Revenue Officer
GrantRestricted Stock Units · Derivative 254,958 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000004 · wk-form4_1742341838.xml · derivative · entry 2

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 254,958

Underlying: Class A Common Stock · 254,958 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F3 · derivative.exercise_date: 100% of the restricted stock units vest on the date that is six months following the date that the Issuer's Board appoints a new CEO (the "Appointment Date"), subject to the Reporting Person's continued service to the Issuer as of such vesting date; provided however, that if, following the Appointment Date, the Reporting Person's employment with the Issuer is terminated without Cause (as defined in the Issuer's Executive Severance Plan as currently in effect), 100% of the restricted stock units immediately will vest subject to satisfying the Release Requirement (as defined in the Issuer's Executive Severance Plan as currently in effect).

F3 · derivative.expiration_date: 100% of the restricted stock units vest on the date that is six months following the date that the Issuer's Board appoints a new CEO (the "Appointment Date"), subject to the Reporting Person's continued service to the Issuer as of such vesting date; provided however, that if, following the Appointment Date, the Reporting Person's employment with the Issuer is terminated without Cause (as defined in the Issuer's Executive Severance Plan as currently in effect), 100% of the restricted stock units immediately will vest subject to satisfying the Release Requirement (as defined in the Issuer's Executive Severance Plan as currently in effect).

Read SEC document
March 15, 2025 Filed Mar 18, 2025 23:50 UTC
Pollak ToddChief Revenue Officer
GrantRestricted Stock Units · Derivative 421,727 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000004 · wk-form4_1742341838.xml · derivative · entry 1

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 421,727

Underlying: Class A Common Stock · 421,727 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F2 · derivative.exercise_date: One-twelfth (1/12th) of the restricted stock units vest on June 1, 2025 and one-twelfth (1/12th) of the remaining restricted stock units vest quarterly on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

F2 · derivative.expiration_date: One-twelfth (1/12th) of the restricted stock units vest on June 1, 2025 and one-twelfth (1/12th) of the remaining restricted stock units vest quarterly on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

Read SEC document
March 15, 2025 Filed Mar 18, 2025 23:47 UTC
Milotich MichaelSee Remarks
GrantPerformance Stock Units (Adjusted EBITDA) · Derivative 64,548 $0.00 $0.00
Disclosure

SEC source: 0001913038-25-000004 · wk-form4_1742341666.xml · derivative · entry 4

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,728

Underlying: Class A Common Stock · 64,548 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit is convertible into one share of Class A Common Stock.

F6 · derivative.exercise_date: Represents the number of shares which may be issued at target under the PSU over a period of time following achievement of certain EBITDA targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

F6 · derivative.expiration_date: Represents the number of shares which may be issued at target under the PSU over a period of time following achievement of certain EBITDA targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

Read SEC document
March 15, 2025 Filed Mar 18, 2025 23:47 UTC
Milotich MichaelSee Remarks
GrantPerformance Stock Units (Gross Profit) · Derivative 150,611 $0.00 $0.00
Disclosure

SEC source: 0001913038-25-000004 · wk-form4_1742341666.xml · derivative · entry 3

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 270,032

Underlying: Class A Common Stock · 150,611 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit is convertible into one share of Class A Common Stock.

F5 · derivative.exercise_date: Represents the number of shares which may be issued at target under the performance stock unit ("PSU") over a period of time following achievement of certain profit targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

F5 · derivative.expiration_date: Represents the number of shares which may be issued at target under the performance stock unit ("PSU") over a period of time following achievement of certain profit targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

Read SEC document
March 15, 2025 Filed Mar 18, 2025 23:47 UTC
Milotich MichaelSee Remarks
GrantRestricted Stock Units · Derivative 254,958 $0.00 $0.00
Disclosure

SEC source: 0001913038-25-000004 · wk-form4_1742341666.xml · derivative · entry 2

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 254,958

Underlying: Class A Common Stock · 254,958 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F3 · derivative.exercise_date: 100% of the restricted stock units vest on the date that is six months following the date that the Issuer's Board appoints a new CEO (the "Appointment Date"), subject to the Reporting Person's continued service to the Issuer as of such vesting date; provided however, that if, following the Appointment Date, the Reporting Person's employment with the Issuer is terminated without Cause (as defined in the Issuer's Executive Severance Plan as currently in effect), 100% of the restricted stock units immediately will vest subject to satisfying the Release Requirement (as defined in the Issuer's Executive Severance Plan as currently in effect).

F3 · derivative.expiration_date: 100% of the restricted stock units vest on the date that is six months following the date that the Issuer's Board appoints a new CEO (the "Appointment Date"), subject to the Reporting Person's continued service to the Issuer as of such vesting date; provided however, that if, following the Appointment Date, the Reporting Person's employment with the Issuer is terminated without Cause (as defined in the Issuer's Executive Severance Plan as currently in effect), 100% of the restricted stock units immediately will vest subject to satisfying the Release Requirement (as defined in the Issuer's Executive Severance Plan as currently in effect).

Read SEC document
March 15, 2025 Filed Mar 18, 2025 23:47 UTC
Milotich MichaelSee Remarks
GrantRestricted Stock Units · Derivative 502,039 $0.00 $0.00
Disclosure

SEC source: 0001913038-25-000004 · wk-form4_1742341666.xml · derivative · entry 1

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 502,039

Underlying: Class A Common Stock · 502,039 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F2 · derivative.exercise_date: One-twelfth (1/12th) of the restricted stock units vest on June 1, 2025 and one-twelfth (1/12th) of the remaining restricted stock units vest quarterly on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

F2 · derivative.expiration_date: One-twelfth (1/12th) of the restricted stock units vest on June 1, 2025 and one-twelfth (1/12th) of the remaining restricted stock units vest quarterly on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 21:10 UTC
Gardner Jason M.Director · 10% owner
GiftClass B Common Stock · Derivative 712,807 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000002 · wk-form4_1741813842.xml · derivative · entry 5

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,968,537

Underlying: Class A Common Stock · 712,807 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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F6 · ownership.nature: The shares are held by the spouse of the Reporting Person.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 21:10 UTC
Gardner Jason M.Director · 10% owner
GiftClass B Common Stock · Derivative 712,807 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000002 · wk-form4_1741813842.xml · derivative · entry 4

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,968,537

Underlying: Class A Common Stock · 712,807 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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 21:10 UTC
Gardner Jason M.Director · 10% owner
GiftClass B Common Stock · Derivative 712,807 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000002 · wk-form4_1741813842.xml · derivative · entry 3

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 712,807 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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F5 · ownership.nature: The shares are held directly by the Jocelyne Gardner 2022 GRAT dated November 23, 2022 for which the spouse of the Reporting Person is trustee.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 21:10 UTC
Gardner Jason M.Director · 10% owner
GiftClass B Common Stock · Derivative 712,807 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000002 · wk-form4_1741813842.xml · derivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 712,807 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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

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 upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F4 · ownership.nature: The shares are held directly by the Jason Gardner 2022 GRAT dated November 23, 2022 for which the Reporting Person is trustee.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 21:10 UTC
Gardner Jason M.Director · 10% owner
GiftClass A Common Stock 61,000 $0.00 $0.00
Disclosure

SEC source: 0001864306-25-000002 · wk-form4_1741813842.xml · nonDerivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 17,649,000

F1 · kind: This transaction represents a gift/donation effective March 10, 2025, to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares.

F1 · price: This transaction represents a gift/donation effective March 10, 2025, to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares.

F2 · ownership.nature: The shares are held of record by Jason Gardner and Jocelyne Gardner as trustees of The Gardner 2008 Living Trust dated March 22, 2008.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Exercise / conversionPerformance Stock Units (Adjusted EBITDA) · Derivative 16,587 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · derivative · entry 15

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,172

Underlying: Class A Common Stock · 16,587 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F9 · derivative.exercise_date: Represents the disposition of shares upon the determination of the Board of Directors of the Issuer that the performance conditions were met with respect to the performance share awards granted to the Reporting Person on March 15, 2024.

F9 · derivative.expiration_date: Represents the disposition of shares upon the determination of the Board of Directors of the Issuer that the performance conditions were met with respect to the performance share awards granted to the Reporting Person on March 15, 2024.

F11 · balance_after: Represents the number of shares which may be issued at target under the PSU over a period of time following achievement of certain EBITDA targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Exercise / conversionPerformance Stock Units (Gross Profit) · Derivative 38,701 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · derivative · entry 14

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,403

Underlying: Class A Common Stock · 38,701 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F9 · derivative.exercise_date: Represents the disposition of shares upon the determination of the Board of Directors of the Issuer that the performance conditions were met with respect to the performance share awards granted to the Reporting Person on March 15, 2024.

F9 · derivative.expiration_date: Represents the disposition of shares upon the determination of the Board of Directors of the Issuer that the performance conditions were met with respect to the performance share awards granted to the Reporting Person on March 15, 2024.

F10 · balance_after: Represents the number of shares which may be issued at target under the performance stock unit ("PSU") over a period of time following achievement of certain profit targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 32,252 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · derivative · entry 13

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 258,010

Underlying: Class A Common Stock · 32,252 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F8 · derivative.exercise_date: One-twelfth (1/12th) of the restricted stock units vested on June 1, 2024, and one-twelfth (1/12th) of the restricted stock units vest on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

F8 · derivative.expiration_date: One-twelfth (1/12th) of the restricted stock units vested on June 1, 2024, and one-twelfth (1/12th) of the restricted stock units vest on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 15,837 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · derivative · entry 12

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,347

Underlying: Class A Common Stock · 15,837 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F7 · derivative.exercise_date: One-third (1/3rd) of the restricted stock units vested on March 1, 2024, and one-twelfth (1/12th) of the restricted stock units vest on each June 1, September 1, December 1, and March 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

F7 · derivative.expiration_date: One-third (1/3rd) of the restricted stock units vested on March 1, 2024, and one-twelfth (1/12th) of the restricted stock units vest on each June 1, September 1, December 1, and March 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 50,366 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · derivative · entry 11

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 352,567

Underlying: Class A Common Stock · 50,366 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F6 · derivative.exercise_date: One-fourth (1/4th) of the restricted stock units vested on December 1, 2023, and one-sixteenth (1/16th) of the restricted stock units vest on each March 1, June 1, September 1, and December 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

F6 · derivative.expiration_date: One-fourth (1/4th) of the restricted stock units vested on December 1, 2023, and one-sixteenth (1/16th) of the restricted stock units vest on each March 1, June 1, September 1, and December 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Tax withholdingClass A Common Stock 11,702 $4.13 $48,329.26
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · nonDerivative · entry 10

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 413,817

F2 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

F2 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Exercise / conversionClass A Common Stock 21,412 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · nonDerivative · entry 9

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 425,519

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: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F4 · shares: Represents the vesting of shares upon the determination of the Board of Directors of the Issuer that the performance conditions were met with respect to the performance share awards granted to the Reporting Person on March 15, 2024, and includes 4,825 additional shares acquired for performance at more than 100%.

F1 · price: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Tax withholdingClass A Common Stock 20,892 $4.13 $86,283.96
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · nonDerivative · entry 8

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 404,107

F2 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

F2 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Exercise / conversionClass A Common Stock 38,228 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · nonDerivative · entry 7

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 424,999

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: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · shares: Represents the vesting of shares upon the determination of the Board of Directors of the Issuer that the performance conditions were met with respect to the performance share awards granted to the Reporting Person on March 15, 2024, and includes 473 fewer shares acquired for performance at less than 100%.

F1 · price: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Tax withholdingClass A Common Stock 17,626 $4.13 $72,795.38
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · nonDerivative · entry 6

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 386,771

F2 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

F2 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Exercise / conversionClass A Common Stock 32,252 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · nonDerivative · entry 5

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 404,397

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: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F1 · price: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Tax withholdingClass A Common Stock 8,656 $4.13 $35,749.28
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · nonDerivative · entry 4

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 372,145

F2 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

F2 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Exercise / conversionClass A Common Stock 15,837 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · nonDerivative · entry 3

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 380,801

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: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F1 · price: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Tax withholdingClass A Common Stock 27,526 $4.13 $113,682.38
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · nonDerivative · entry 2

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 364,964

F2 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

F2 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:25 UTC
Pollak ToddChief Revenue Officer
Exercise / conversionClass A Common Stock 50,366 $0.00 $0.00
Disclosure

SEC source: 0001964406-25-000002 · wk-form4_1741141548.xml · nonDerivative · entry 1

Pollak Todd · CIK 0001964406 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 392,490

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: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F1 · price: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:23 UTC
Milotich MichaelSee Remarks
Exercise / conversionPerformance Stock Units (Adjusted EBITDA) · Derivative 25,591 $0.00 $0.00
Disclosure

SEC source: 0001913038-25-000002 · wk-form4_1741141413.xml · derivative · entry 18

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,180

Underlying: Class A Common Stock · 25,591 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F9 · derivative.exercise_date: Represents the disposition of shares upon the determination of the Board of Directors of the Issuer that the performance conditions were met with respect to the performance share awards granted to the Reporting Person on March 15, 2024.

F9 · derivative.expiration_date: Represents the disposition of shares upon the determination of the Board of Directors of the Issuer that the performance conditions were met with respect to the performance share awards granted to the Reporting Person on March 15, 2024.

F11 · balance_after: Represents the number of shares which may be issued at target under the PSU over a period of time following achievement of certain EBITDA targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:23 UTC
Milotich MichaelSee Remarks
Exercise / conversionPerformance Stock Units (Gross Profit) · Derivative 59,711 $0.00 $0.00
Disclosure

SEC source: 0001913038-25-000002 · wk-form4_1741141413.xml · derivative · entry 17

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,421

Underlying: Class A Common Stock · 59,711 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F9 · derivative.exercise_date: Represents the disposition of shares upon the determination of the Board of Directors of the Issuer that the performance conditions were met with respect to the performance share awards granted to the Reporting Person on March 15, 2024.

F9 · derivative.expiration_date: Represents the disposition of shares upon the determination of the Board of Directors of the Issuer that the performance conditions were met with respect to the performance share awards granted to the Reporting Person on March 15, 2024.

F10 · balance_after: Represents the number of shares which may be issued at target under the performance stock unit ("PSU") over a period of time following achievement of certain profit targets as set forth in the PSU agreement, subject to the Reporting Person's continued service to the Issuer as of each vesting date. At maximum achievement, 200% of the shares would vest.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:23 UTC
Milotich MichaelSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 49,759 $0.00 $0.00
Disclosure

SEC source: 0001913038-25-000002 · wk-form4_1741141413.xml · derivative · entry 16

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 398,073

Underlying: Class A Common Stock · 49,759 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F8 · derivative.exercise_date: One-twelfth (1/12th) of the restricted stock units vested on June 1, 2024, and one-twelfth (1/12th) of the restricted stock units vest on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

F8 · derivative.expiration_date: One-twelfth (1/12th) of the restricted stock units vested on June 1, 2024, and one-twelfth (1/12th) of the restricted stock units vest on each September 1, December 1, March 1 and June 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:23 UTC
Milotich MichaelSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 23,755 $0.00 $0.00
Disclosure

SEC source: 0001913038-25-000002 · wk-form4_1741141413.xml · derivative · entry 15

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,021

Underlying: Class A Common Stock · 23,755 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F7 · derivative.exercise_date: One-twelfth (1/12th) of the restricted stock units vested on March 1, 2023, and one-twelfth (1/12th) of the restricted stock units vest on each June 1, September 1, December 1, and March 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

F7 · derivative.expiration_date: One-twelfth (1/12th) of the restricted stock units vested on March 1, 2023, and one-twelfth (1/12th) of the restricted stock units vest on each June 1, September 1, December 1, and March 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 02:23 UTC
Milotich MichaelSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 25,407 $0.00 $0.00
Disclosure

SEC source: 0001913038-25-000002 · wk-form4_1741141413.xml · derivative · entry 14

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,626

Underlying: Class A Common Stock · 25,407 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F6 · derivative.exercise_date: One-fourth (1/4th) of the restricted stock units vested on March 1, 2023, and one-sixteenth (1/16th) of the restricted stock units vest on each June 1, September 1, December 1, and March 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

F6 · derivative.expiration_date: One-fourth (1/4th) of the restricted stock units vested on March 1, 2023, and one-sixteenth (1/16th) of the restricted stock units vest on each June 1, September 1, December 1, and March 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

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March 01, 2025 Filed Mar 5, 2025 02:23 UTC
Milotich MichaelSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 28,670 $0.00 $0.00
Disclosure

SEC source: 0001913038-25-000002 · wk-form4_1741141413.xml · derivative · entry 13

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,679

Underlying: Class A Common Stock · 28,670 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F6 · derivative.exercise_date: One-fourth (1/4th) of the restricted stock units vested on March 1, 2023, and one-sixteenth (1/16th) of the restricted stock units vest on each June 1, September 1, December 1, and March 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

F6 · derivative.expiration_date: One-fourth (1/4th) of the restricted stock units vested on March 1, 2023, and one-sixteenth (1/16th) of the restricted stock units vest on each June 1, September 1, December 1, and March 1 thereafter, subject to the Reporting Person's continued service with the Issuer as of each vesting date.

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March 01, 2025 Filed Mar 5, 2025 02:23 UTC
Milotich MichaelSee Remarks
Tax withholdingClass A Common Stock 18,018 $4.13 $74,414.34
Disclosure

SEC source: 0001913038-25-000002 · wk-form4_1741141413.xml · nonDerivative · entry 12

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 601,889

F2 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

F2 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

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March 01, 2025 Filed Mar 5, 2025 02:23 UTC
Milotich MichaelSee Remarks
Exercise / conversionClass A Common Stock 33,036 $0.00 $0.00
Disclosure

SEC source: 0001913038-25-000002 · wk-form4_1741141413.xml · nonDerivative · entry 11

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 619,907

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: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F4 · shares: Represents the vesting of shares upon the determination of the Board of Directors of the Issuer that the performance conditions were met with respect to the performance share awards granted to the Reporting Person on March 15, 2024, and includes 7,445 additional shares acquired for performance at more than 100%.

F1 · price: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

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March 01, 2025 Filed Mar 5, 2025 02:23 UTC
Milotich MichaelSee Remarks
Tax withholdingClass A Common Stock 32,167 $4.13 $132,849.71
Disclosure

SEC source: 0001913038-25-000002 · wk-form4_1741141413.xml · nonDerivative · entry 10

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 586,871

F2 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

F2 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.

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March 01, 2025 Filed Mar 5, 2025 02:23 UTC
Milotich MichaelSee Remarks
Exercise / conversionClass A Common Stock 58,980 $0.00 $0.00
Disclosure

SEC source: 0001913038-25-000002 · wk-form4_1741141413.xml · nonDerivative · entry 9

Milotich Michael · CIK 0001913038 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 619,038

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: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · shares: Represents the vesting of shares upon the determination of the Board of Directors of the Issuer that the performance conditions were met with respect to the performance share awards granted to the Reporting Person on March 15, 2024, and includes 731 fewer shares acquired for performance at less than 100%.

F1 · price: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

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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.