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Nasdaq · USD

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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

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
May 26, 2022 Filed May 31, 2022 23:03 UTC
McKay ChristopherDirector · 10% owner
OtherClass A Common Stock 21,035 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-015798 · wf-form4_165403822039705.xml · nonDerivative · entry 6

McKay Christopher · CIK 0001755317 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 21,035

F4 · kind: Represents shares received in a pro-rata in kind distribution of shares of Class A Common Stock from Granite Management II, LLC.

F6 · ownership.nature: The shares are held of record by Christopher McKay, Trustee of the Christopher McKay Irrevocable Trust dated April 15, 2021.

Read SEC document
May 26, 2022 Filed May 31, 2022 23:03 UTC
McKay ChristopherDirector · 10% owner
OtherClass A Common Stock 119,201 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-015798 · wf-form4_165403822039705.xml · nonDerivative · entry 5

McKay Christopher · CIK 0001755317 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 239,739

F4 · kind: Represents shares received in a pro-rata in kind distribution of shares of Class A Common Stock from Granite Management II, LLC.

F5 · ownership.nature: The shares are held of record by Christopher McKay and Sarah McKay, Trustees of the McKay Family Trust dated August 12, 2020.

Read SEC document
May 26, 2022 Filed May 31, 2022 23:03 UTC
McKay ChristopherDirector · 10% owner
OtherClass A Common Stock 433,818 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-015798 · wf-form4_165403822039705.xml · nonDerivative · entry 4

McKay Christopher · CIK 0001755317 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Granite Ventures Entrepreneurs Fund II, L.P.

Disclosed balance after: 0

F3 · kind: Represents a pro-rata in kind distribution by the Fund to its limited partners.

F2 · ownership.nature: Granite Management II, LLC is the general partner of Granite Ventures II, L.P. and Granite Ventures Entrepreneurs Fund II, L.P. The Reporting Person is one of several managing directors of Granite Management II, LLC and as such may be deemed to have voting and investment power with respect to such shares. Granite Ventures LLC is the managing member of Granite Management II, LLC. Granite Ventures LLC through Granite Management II, LLC has sole voting and dispositive power over shares held by Granite Ventures II L.P. and Granite Ventures Entrepreneurs Fund II, L.P. Standish O'Grady, Jacqueline Berterretche and Christopher McKay are managing directors of the general partner entities of these funds that directly hold shares and as such Mr. O'Grady, Ms. Berterretche and Mr. McKay may be deemed to have voting and dispositive power with respect to such shares.

Read SEC document
May 26, 2022 Filed May 31, 2022 23:03 UTC
McKay ChristopherDirector · 10% owner
OtherClass A Common Stock 6,000,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-015798 · wf-form4_165403822039705.xml · nonDerivative · entry 3

McKay Christopher · CIK 0001755317 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Granite Ventures II, L.P.

Disclosed balance after: 0

F3 · kind: Represents a pro-rata in kind distribution by the Fund to its limited partners.

F2 · ownership.nature: Granite Management II, LLC is the general partner of Granite Ventures II, L.P. and Granite Ventures Entrepreneurs Fund II, L.P. The Reporting Person is one of several managing directors of Granite Management II, LLC and as such may be deemed to have voting and investment power with respect to such shares. Granite Ventures LLC is the managing member of Granite Management II, LLC. Granite Ventures LLC through Granite Management II, LLC has sole voting and dispositive power over shares held by Granite Ventures II L.P. and Granite Ventures Entrepreneurs Fund II, L.P. Standish O'Grady, Jacqueline Berterretche and Christopher McKay are managing directors of the general partner entities of these funds that directly hold shares and as such Mr. O'Grady, Ms. Berterretche and Mr. McKay may be deemed to have voting and dispositive power with respect to such shares.

Read SEC document
May 26, 2022 Filed May 31, 2022 23:03 UTC
McKay ChristopherDirector · 10% owner
ConversionClass A Common Stock 433,818 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-015798 · wf-form4_165403822039705.xml · nonDerivative · entry 2

McKay Christopher · CIK 0001755317 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Granite Ventures Entrepreneurs Fund II, L.P.

Disclosed balance after: 433,818

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: 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: Granite Management II, LLC is the general partner of Granite Ventures II, L.P. and Granite Ventures Entrepreneurs Fund II, L.P. The Reporting Person is one of several managing directors of Granite Management II, LLC and as such may be deemed to have voting and investment power with respect to such shares. Granite Ventures LLC is the managing member of Granite Management II, LLC. Granite Ventures LLC through Granite Management II, LLC has sole voting and dispositive power over shares held by Granite Ventures II L.P. and Granite Ventures Entrepreneurs Fund II, L.P. Standish O'Grady, Jacqueline Berterretche and Christopher McKay are managing directors of the general partner entities of these funds that directly hold shares and as such Mr. O'Grady, Ms. Berterretche and Mr. McKay may be deemed to have voting and dispositive power with respect to such shares.

Read SEC document
May 26, 2022 Filed May 31, 2022 23:03 UTC
McKay ChristopherDirector · 10% owner
ConversionClass A Common Stock 6,000,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-015798 · wf-form4_165403822039705.xml · nonDerivative · entry 1

McKay Christopher · CIK 0001755317 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Granite Ventures II, L.P.

Disclosed balance after: 6,000,000

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

F1 · kind: 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: Granite Management II, LLC is the general partner of Granite Ventures II, L.P. and Granite Ventures Entrepreneurs Fund II, L.P. The Reporting Person is one of several managing directors of Granite Management II, LLC and as such may be deemed to have voting and investment power with respect to such shares. Granite Ventures LLC is the managing member of Granite Management II, LLC. Granite Ventures LLC through Granite Management II, LLC has sole voting and dispositive power over shares held by Granite Ventures II L.P. and Granite Ventures Entrepreneurs Fund II, L.P. Standish O'Grady, Jacqueline Berterretche and Christopher McKay are managing directors of the general partner entities of these funds that directly hold shares and as such Mr. O'Grady, Ms. Berterretche and Mr. McKay may be deemed to have voting and dispositive power with respect to such shares.

Read SEC document
May 21, 2022 Filed May 24, 2022 21:44 UTC
Milotich MichaelChief Financial Officer
GrantStock Option (Right to Buy) · Derivative 686,718 $0.00 Strike: $9.84 $0.00
Disclosure

SEC source: 0001913038-22-000008 · wf-form4_165342865221009.xml · derivative · entry 2

Milotich Michael · CIK 0001913038 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 686,718

Underlying: Class A Common Stock · 686,718 shares

Expires 2032-05-20

F3 · derivative.exercise_date: Twenty-five percent (25%) of the shares subject to the stock option vests on February 22, 2023, and the remaining shares subject to the option vest in equal monthly installments over the three years thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

Read SEC document
May 21, 2022 Filed May 24, 2022 21:44 UTC
Milotich MichaelChief Financial Officer
GrantRestricted Stock Units · Derivative 406,504 $0.00 $0.00
Disclosure

SEC source: 0001913038-22-000008 · wf-form4_165342865221009.xml · derivative · entry 1

Milotich Michael · CIK 0001913038 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 406,504

Underlying: Class A Common Stock · 406,504 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: Twenty-five percent (25%) of the restricted stock units vest on March 1, 2023 and 1/16th of the remaining restricted stock units vest quarterly on each June 1, September 1, December 1, and March 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

F2 · derivative.expiration_date: Twenty-five percent (25%) of the restricted stock units vest on March 1, 2023 and 1/16th of the remaining restricted stock units vest quarterly on each June 1, September 1, December 1, and March 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

Read SEC document
March 21, 2022 Filed Mar 23, 2022 19:47 UTC
Kern Randall F.Chief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 8,850 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-007104 · wf-form4_164807922407277.xml · derivative · entry 3

Kern Randall F. · CIK 0001865112 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,763

Underlying: Class A Common Stock · 8,850 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each 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.

F4 · derivative.exercise_date: One-sixteenth (1/16th) of the restricted stock units vest on March 21, 2022, and an additional 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.

F4 · derivative.expiration_date: One-sixteenth (1/16th) of the restricted stock units vest on March 21, 2022, and an additional 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.

Read SEC document
March 21, 2022 Filed Mar 23, 2022 19:47 UTC
Kern Randall F.Chief Technology Officer
Tax withholdingClass A Common Stock 3,061 $11.03 $33,762.83
Disclosure

SEC source: 0001628280-22-007104 · wf-form4_164807922407277.xml · nonDerivative · entry 2

Kern Randall F. · CIK 0001865112 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,789

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 21, 2022 Filed Mar 23, 2022 19:47 UTC
Kern Randall F.Chief Technology Officer
Exercise / conversionClass A Common Stock 8,850 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-007104 · wf-form4_164807922407277.xml · nonDerivative · entry 1

Kern Randall F. · CIK 0001865112 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,850

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 21, 2022 Filed Mar 23, 2022 19:48 UTC
Peters VidyaChief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 9,346 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-007107 · wf-form4_164807930672038.xml · derivative · entry 3

Peters Vidya · CIK 0001863468 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,196

Underlying: Class A Common Stock · 9,346 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each 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.

F4 · derivative.exercise_date: One-sixteenth (1/16th) of the restricted stock units vested on March 21, 2022, and an additional 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.

F4 · derivative.expiration_date: One-sixteenth (1/16th) of the restricted stock units vested on March 21, 2022, and an additional 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.

Read SEC document
March 21, 2022 Filed Mar 23, 2022 19:48 UTC
Peters VidyaChief Operating Officer
Tax withholdingClass A Common Stock 4,627 $11.03 $51,035.81
Disclosure

SEC source: 0001628280-22-007107 · wf-form4_164807930672038.xml · nonDerivative · entry 2

Peters Vidya · CIK 0001863468 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,719

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 21, 2022 Filed Mar 23, 2022 19:48 UTC
Peters VidyaChief Operating Officer
Exercise / conversionClass A Common Stock 9,346 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-007107 · wf-form4_164807930672038.xml · nonDerivative · entry 1

Peters Vidya · CIK 0001863468 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,346

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 21, 2022 Filed Mar 23, 2022 23:47 UTC
Weissman Seth RSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 4,706 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-007105 · wf-form4_164807926171807.xml · derivative · entry 3

Weissman Seth R · CIK 0001560233 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,600

Underlying: Class A Common Stock · 4,706 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each 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.

F4 · derivative.exercise_date: One-sixteenth (1/16th) of the restricted stock units vest on March 21, 2022, and an additional 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.

F4 · derivative.expiration_date: One-sixteenth (1/16th) of the restricted stock units vest on March 21, 2022, and an additional 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.

Read SEC document
March 21, 2022 Filed Mar 23, 2022 23:47 UTC
Weissman Seth RSee Remarks
Tax withholdingClass A Common Stock 1,628 $11.03 $17,956.84
Disclosure

SEC source: 0001628280-22-007105 · wf-form4_164807926171807.xml · nonDerivative · entry 2

Weissman Seth R · CIK 0001560233 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,078

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 21, 2022 Filed Mar 23, 2022 23:47 UTC
Weissman Seth RSee Remarks
Exercise / conversionClass A Common Stock 4,706 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-007105 · wf-form4_164807926171807.xml · nonDerivative · entry 1

Weissman Seth R · CIK 0001560233 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,706

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 15, 2022 Filed Mar 17, 2022 16:45 UTC
Kern Randall F.Chief Technology Officer
GrantRestricted Stock Units · Derivative 141,613 $0.00 $0.00
Disclosure

SEC source: 0001865112-22-000002 · wf-form4_164754990234375.xml · derivative · entry 2

Kern Randall F. · CIK 0001865112 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,613

Underlying: Class A Common Stock · 141,613 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F3 · derivative.exercise_date: One-sixteenth (1/16th) of the restricted stock units vest on March 21, 2022, and an additional 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.

F3 · derivative.expiration_date: One-sixteenth (1/16th) of the restricted stock units vest on March 21, 2022, and an additional 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.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 16:45 UTC
Kern Randall F.Chief Technology Officer
GrantStock Option (Right to Buy) · Derivative 391,086 $0.00 Strike: $8.72 $0.00
Disclosure

SEC source: 0001865112-22-000002 · wf-form4_164754990234375.xml · derivative · entry 1

Kern Randall F. · CIK 0001865112 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 391,086

Underlying: Class A Common Stock · 391,086 shares

Expires 2032-03-14

F1 · derivative.exercise_date: The stock option vests in 48 monthly installments after January 1, 2022, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 16:40 UTC
Peters VidyaChief Operating Officer
GrantRestricted Stock Units · Derivative 149,542 $0.00 $0.00
Disclosure

SEC source: 0001863468-22-000002 · wf-form4_164754961090543.xml · derivative · entry 2

Peters Vidya · CIK 0001863468 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 149,542

Underlying: Class A Common Stock · 149,542 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F3 · derivative.exercise_date: One-sixteenth (1/16th) of the restricted stock units vest on March 21, 2022, and an additional 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.

F3 · derivative.expiration_date: One-sixteenth (1/16th) of the restricted stock units vest on March 21, 2022, and an additional 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.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 16:40 UTC
Peters VidyaChief Operating Officer
GrantStock Option (Right to Buy) · Derivative 412,983 $0.00 Strike: $8.72 $0.00
Disclosure

SEC source: 0001863468-22-000002 · wf-form4_164754961090543.xml · derivative · entry 1

Peters Vidya · CIK 0001863468 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 412,983

Underlying: Class A Common Stock · 412,983 shares

Expires 2032-03-14

F1 · derivative.exercise_date: The stock option vests in 48 monthly installments after January 1, 2022, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:42 UTC
Milotich MichaelChief Financial Officer
GrantRestricted Stock Units · Derivative 458,715 $0.00 $0.00
Disclosure

SEC source: 0001913038-22-000006 · wf-form4_164754975146321.xml · derivative · entry 2

Milotich Michael · CIK 0001913038 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 458,715

Underlying: Class A Common Stock · 458,715 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F3 · derivative.exercise_date: Twenty-five percent (25%) of the restricted stock units vest on March 15, 2023 and 1/16th of the remaining restricted stock units vest quarterly on each June 1, September 1, December 1, and March 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

F3 · derivative.expiration_date: Twenty-five percent (25%) of the restricted stock units vest on March 15, 2023 and 1/16th of the remaining restricted stock units vest quarterly on each June 1, September 1, December 1, and March 1 thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:42 UTC
Milotich MichaelChief Financial Officer
GrantStock Option (Right to Buy) · Derivative 814,763 $0.00 Strike: $8.72 $0.00
Disclosure

SEC source: 0001913038-22-000006 · wf-form4_164754975146321.xml · derivative · entry 1

Milotich Michael · CIK 0001913038 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 814,763

Underlying: Class A Common Stock · 814,763 shares

Expires 2032-03-14

F1 · derivative.exercise_date: Twenty-five percent (25%) of the shares subject to the stock option vests on March 15, 2023 and the remaining shares subject to the stock option vest in equal monthly installments over the three years thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:47 UTC
Weissman Seth RSee Remarks
GrantRestricted Stock Units · Derivative 75,306 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-006558 · wf-form4_164755000428012.xml · derivative · entry 2

Weissman Seth R · CIK 0001560233 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,306

Underlying: Class A Common Stock · 75,306 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit is convertible into one share of Class A Common Stock.

F3 · derivative.exercise_date: One-sixteenth (1/16th) of the restricted stock units vest on March 21, 2022, and an additional 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.

F3 · derivative.expiration_date: One-sixteenth (1/16th) of the restricted stock units vest on March 21, 2022, and an additional 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.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:47 UTC
Weissman Seth RSee Remarks
GrantStock Option (Right to Buy) · Derivative 207,968 $0.00 Strike: $8.72 $0.00
Disclosure

SEC source: 0001628280-22-006558 · wf-form4_164755000428012.xml · derivative · entry 1

Weissman Seth R · CIK 0001560233 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 207,968

Underlying: Class A Common Stock · 207,968 shares

Expires 2032-03-14

F1 · derivative.exercise_date: The stock option vests in 48 monthly installments after January 1, 2022, subject to the Reporting Person's continued service to the Issuer as of each vesting date.

Read SEC document
January 03, 2022 Filed Jan 5, 2022 18:20 UTC
Caine RenataSee Remarks
ConversionClass B Common Stock · Derivative 1,844 $0.00 $0.00
Disclosure

SEC source: 0001865104-22-000002 · wf-form4_164142479313245.xml · derivative · entry 5

Caine Renata · CIK 0001865104 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 488,305

Underlying: Class A Common Stock · 1,844 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.

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.

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January 03, 2022 Filed Jan 5, 2022 18:20 UTC
Caine RenataSee Remarks
Tax withholdingClass B Common Stock · Derivative 1,281 $0.00 $0.00
Disclosure

SEC source: 0001865104-22-000002 · wf-form4_164142479313245.xml · derivative · entry 4

Caine Renata · CIK 0001865104 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 490,149

Underlying: Class A Common Stock · 1,281 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.

F4 · kind: Represents shares that were withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale by the Reporting Person.

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
January 03, 2022 Filed Jan 5, 2022 18:20 UTC
Caine RenataSee Remarks
Exercise / conversionClass B Common Stock · Derivative 3,125 $0.00 $0.00
Disclosure

SEC source: 0001865104-22-000002 · wf-form4_164142479313245.xml · derivative · entry 3

Caine Renata · CIK 0001865104 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 491,430

Underlying: Class A Common Stock · 3,125 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.

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.

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January 03, 2022 Filed Jan 5, 2022 18:20 UTC
Caine RenataSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 3,125 $0.00 $0.00
Disclosure

SEC source: 0001865104-22-000002 · wf-form4_164142479313245.xml · derivative · entry 2

Caine Renata · CIK 0001865104 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Class B Common Stock · 3,125 shares

Expires 2026-03-16

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 B Common Stock.

F3 · derivative.exercise_date: The units vest in sixteen quarterly installments after January 1, 2020, subject to the Reporting Person's continued service with the Issuer.

Read SEC document
January 03, 2022 Filed Jan 5, 2022 18:20 UTC
Caine RenataSee Remarks
ConversionClass A Common Stock 1,844 $0.00 $0.00
Disclosure

SEC source: 0001865104-22-000002 · wf-form4_164142479313245.xml · nonDerivative · entry 1

Caine Renata · CIK 0001865104 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,813

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 · 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.

Read SEC document
December 29, 2021 Filed Jan 3, 2022 19:06 UTC
Faix PhilipChief Financial Officer
Exercise / conversionClass B Common Stock · Derivative 8,000 $0.00 $0.00
Disclosure

SEC source: 0001863901-22-000002 · wf-form4_164125475989241.xml · derivative · entry 2

Faix Philip · CIK 0001863901 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 88,000

Underlying: Class A Common Stock · 8,000 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F3 · ownership.nature: Since the Reporting Person's last filing, 80,000 shares were transferred to the Faix Family Trust, dated February 28, 2017, for which the Reporting Person serves as co-trustee with his spouse.

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December 29, 2021 Filed Jan 3, 2022 19:06 UTC
Faix PhilipChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 8,000 $0.00 Strike: $0.40 $0.00
Disclosure

SEC source: 0001863901-22-000002 · wf-form4_164125475989241.xml · derivative · entry 1

Faix Philip · CIK 0001863901 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,591,190

Underlying: Class B Common Stock · 8,000 shares

Expires 2028-11-12

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 · derivative.exercise_date: The stock option vested with respect to 25% of the shares on August 13, 2019 and vests in 36 additional monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date. The stock option is early exercisable by the Reporting Person.

F2 · derivative.underlying: 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
December 06, 2021 Filed Feb 10, 2022 22:06 UTC
Gardner Jason M.Director · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 156,463 $0.00 $0.00
Disclosure

SEC source: 0001864306-22-000005 · wf-form5_164453074945624.xml · derivative · entry 2

Gardner Jason M. · CIK 0001864306 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 468,537

Underlying: Class A Common Stock · 156,463 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.

F4 · shares: On December 2, 2021, the Jocelyne Gardner 2020 GRAT, dated November 23, 2020, of which the Reporting Person's spouse is trustee, transferred 156,463 shares of Class B common Stock to The Gardner 2008 Living Trust dated March 22, 2008, of which the Reporting Person and his spouse are trustees.

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.

F5 · ownership.nature: The shares are held of record by the spouse of the Reporting Person, as trustee of the Jocelyne Gardner 2020 GRAT, dated November 23, 2020.

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December 06, 2021 Filed Feb 10, 2022 22:06 UTC
Gardner Jason M.Director · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 156,463 $0.00 $0.00
Disclosure

SEC source: 0001864306-22-000005 · wf-form5_164453074945624.xml · derivative · entry 1

Gardner Jason M. · CIK 0001864306 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 468,537

Underlying: Class A Common Stock · 156,463 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.

F2 · shares: On December 2, 2021, the Jason Gardner 2020 GRAT, dated November 23, 2020, of which the Reporting Person is trustee, transferred 156,463 shares of Class B common Stock to The Gardner 2008 Living Trust dated March 22, 2008, of which the Reporting Person and his spouse are trustees.

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 of record by the Reporting Person, as trustee of the Jason Gardner 2020 GRAT, dated November 23, 2020.

Read SEC document
November 29, 2021 Filed Dec 1, 2021 22:47 UTC
Weissman Seth RSee Remarks
ConversionClass B Common Stock · Derivative 70,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024328 · wf-form4_163839882498365.xml · derivative · entry 7

Weissman Seth R · CIK 0001560233 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,493

Underlying: Class A Common Stock · 70,000 shares

Expires not disclosed

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

F5 · 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.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

Read SEC document
November 29, 2021 Filed Dec 1, 2021 22:47 UTC
Weissman Seth RSee Remarks
Exercise / conversionClass B Common Stock · Derivative 70,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024328 · wf-form4_163839882498365.xml · derivative · entry 6

Weissman Seth R · CIK 0001560233 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,493

Underlying: Class A Common Stock · 70,000 shares

Expires not disclosed

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

F5 · 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.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.

Read SEC document
November 29, 2021 Filed Dec 1, 2021 22:47 UTC
Weissman Seth RSee Remarks
Exercise / conversionStock Option (Right to Buy) · Derivative 70,000 $0.00 Strike: $1.46 $0.00
Disclosure

SEC source: 0001628280-21-024328 · wf-form4_163839882498365.xml · derivative · entry 5

Weissman Seth R · CIK 0001560233 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,345,675

Underlying: Class B Common Stock · 70,000 shares

Expires 2029-06-04

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.

F4 · derivative.exercise_date: The stock option vested with respect to 25% of the shares on April 29, 2020 and vests in 36 additional monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer as of each vesting date. The stock option is early exercisable by the Reporting Person.

F5 · derivative.underlying: 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
November 29, 2021 Filed Dec 1, 2021 22:47 UTC
Weissman Seth RSee Remarks
SaleClass A Common Stock 100 $22.30 $2,230.00
Disclosure

SEC source: 0001628280-21-024328 · wf-form4_163839882498365.xml · nonDerivative · entry 4

Weissman Seth R · CIK 0001560233 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan.

Read SEC document
November 29, 2021 Filed Dec 1, 2021 22:47 UTC
Weissman Seth RSee Remarks
SaleClass A Common Stock 3,739 $21.43 $80,108.82
Disclosure

SEC source: 0001628280-21-024328 · wf-form4_163839882498365.xml · nonDerivative · entry 3

Weissman Seth R · CIK 0001560233 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100

F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.17 to $21.74, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4.

Read SEC document
November 29, 2021 Filed Dec 1, 2021 22:47 UTC
Weissman Seth RSee Remarks
SaleClass A Common Stock 66,161 $20.48 $1,354,758.95
Disclosure

SEC source: 0001628280-21-024328 · wf-form4_163839882498365.xml · nonDerivative · entry 2

Weissman Seth R · CIK 0001560233 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,839

F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.04 to $20.93, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4.

Read SEC document
November 29, 2021 Filed Dec 1, 2021 22:47 UTC
Weissman Seth RSee Remarks
ConversionClass A Common Stock 70,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024328 · wf-form4_163839882498365.xml · nonDerivative · entry 1

Weissman Seth R · CIK 0001560233 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,000

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

Read SEC document
November 18, 2021 Filed Nov 22, 2021 16:24 UTC
Caine RenataSee Remarks
ConversionClass B Common Stock · Derivative 2,044 $0.00 $0.00
Disclosure

SEC source: 0001865104-21-000005 · wf-form4_163761624649062.xml · derivative · entry 2

Caine Renata · CIK 0001865104 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 488,305

Underlying: Class A Common Stock · 2,044 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each share of 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
November 18, 2021 Filed Nov 22, 2021 16:24 UTC
Caine RenataSee Remarks
ConversionClass A Common Stock 2,044 $0.00 $0.00
Disclosure

SEC source: 0001865104-21-000005 · wf-form4_163761624649062.xml · nonDerivative · entry 1

Caine Renata · CIK 0001865104 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,969

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 · 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. On November 18, 2021, the reporting person elected to convert 2,044 shares of Class B Common Stock into 2,044 shares of Class A Common Stock.

F2 · balance_after: Includes 925 shares acquired under the Marqeta, Inc. 2021 Employee Stock Purchase Plan on November 15, 2021

Read SEC document
November 12, 2021 Filed Nov 17, 2021 16:30 UTC ConversionClass B Common Stock · Derivative 13,572,401 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-045061 · doc4.xml · derivative · entry 5

83North II Limited Partnership · CIK 0001516512 · 10% owner

83North II GP, L.P. · CIK 0001867021 · 10% owner

83North II Manager, Ltd. · CIK 0001867032 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,205,888

Underlying: Class A Common Stock · 13,572,401 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.

F1 · derivative.exercise_price: On November 12, 2021, 83North II Limited Partnership ("83North II LP") converted in the aggregate 13,572,401 shares of the Issuer's Class B Common Stock into 13,572,401 shares of the Issuer's Class A Common Stock. Subsequently on the same date, 83North II LP distributed in-kind, without consideration, 13,572,401 shares of Class A Common Stock pro-rata to its limited partners and its general partner, 83North II GP, L.P. ("83North II GP"), in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · kind: On November 12, 2021, 83North II Limited Partnership ("83North II LP") converted in the aggregate 13,572,401 shares of the Issuer's Class B Common Stock into 13,572,401 shares of the Issuer's Class A Common Stock. Subsequently on the same date, 83North II LP distributed in-kind, without consideration, 13,572,401 shares of Class A Common Stock pro-rata to its limited partners and its general partner, 83North II GP, L.P. ("83North II GP"), in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: On November 12, 2021, 83North II Limited Partnership ("83North II LP") converted in the aggregate 13,572,401 shares of the Issuer's Class B Common Stock into 13,572,401 shares of the Issuer's Class A Common Stock. Subsequently on the same date, 83North II LP distributed in-kind, without consideration, 13,572,401 shares of Class A Common Stock pro-rata to its limited partners and its general partner, 83North II GP, L.P. ("83North II GP"), in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · derivative.expiration_date: On November 12, 2021, 83North II Limited Partnership ("83North II LP") converted in the aggregate 13,572,401 shares of the Issuer's Class B Common Stock into 13,572,401 shares of the Issuer's Class A Common Stock. Subsequently on the same date, 83North II LP distributed in-kind, without consideration, 13,572,401 shares of Class A Common Stock pro-rata to its limited partners and its general partner, 83North II GP, L.P. ("83North II GP"), in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.direct: Shares held by 83North II LP. 83North II GP is the general partner of 83North II LP, and 83North II Manager, Ltd. ("83North II GPGP") is the general partner of 83North II GP. Each of 83North II GP and 83North II GPGP disclaims beneficial ownership of these securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the reporting persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
November 12, 2021 Filed Nov 17, 2021 16:30 UTC SaleClass A Common Stock 1,251,468 $26.17 $32,746,287.13
Disclosure

SEC source: 0000899243-21-045061 · doc4.xml · nonDerivative · entry 4

83North II Limited Partnership · CIK 0001516512 · 10% owner

83North II GP, L.P. · CIK 0001867021 · 10% owner

83North II Manager, Ltd. · CIK 0001867032 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By 83North II GP, L.P.

Disclosed balance after: 0

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.888933 to $26.393484, inclusive. The reporting persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

F4 · ownership.direct: Shares held by 83North II GP. 83North II GPGP disclaims beneficial ownership of these securities for purposes of Section 16 of the Exchange Act, except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the reporting persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
November 12, 2021 Filed Nov 17, 2021 16:30 UTC SaleClass A Common Stock 1,500,000 $24.70 $37,051,050.00
Disclosure

SEC source: 0000899243-21-045061 · doc4.xml · nonDerivative · entry 3

83North II Limited Partnership · CIK 0001516512 · 10% owner

83North II GP, L.P. · CIK 0001867021 · 10% owner

83North II Manager, Ltd. · CIK 0001867032 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By 83North II GP, L.P.

Disclosed balance after: 1,251,468

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.093735 to $25.004145, inclusive. The reporting persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

F4 · ownership.direct: Shares held by 83North II GP. 83North II GPGP disclaims beneficial ownership of these securities for purposes of Section 16 of the Exchange Act, except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the reporting persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
November 12, 2021 Filed Nov 17, 2021 16:30 UTC OtherClass A Common Stock 13,572,401 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-045061 · doc4.xml · nonDerivative · entry 2

83North II Limited Partnership · CIK 0001516512 · 10% owner

83North II GP, L.P. · CIK 0001867021 · 10% owner

83North II Manager, Ltd. · CIK 0001867032 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: On November 12, 2021, 83North II Limited Partnership ("83North II LP") converted in the aggregate 13,572,401 shares of the Issuer's Class B Common Stock into 13,572,401 shares of the Issuer's Class A Common Stock. Subsequently on the same date, 83North II LP distributed in-kind, without consideration, 13,572,401 shares of Class A Common Stock pro-rata to its limited partners and its general partner, 83North II GP, L.P. ("83North II GP"), in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · price: On November 12, 2021, 83North II Limited Partnership ("83North II LP") converted in the aggregate 13,572,401 shares of the Issuer's Class B Common Stock into 13,572,401 shares of the Issuer's Class A Common Stock. Subsequently on the same date, 83North II LP distributed in-kind, without consideration, 13,572,401 shares of Class A Common Stock pro-rata to its limited partners and its general partner, 83North II GP, L.P. ("83North II GP"), in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.direct: Shares held by 83North II LP. 83North II GP is the general partner of 83North II LP, and 83North II Manager, Ltd. ("83North II GPGP") is the general partner of 83North II GP. Each of 83North II GP and 83North II GPGP disclaims beneficial ownership of these securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the reporting persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

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November 12, 2021 Filed Nov 17, 2021 16:30 UTC ConversionClass A Common Stock 13,572,401 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-045061 · doc4.xml · nonDerivative · entry 1

83North II Limited Partnership · CIK 0001516512 · 10% owner

83North II GP, L.P. · CIK 0001867021 · 10% owner

83North II Manager, Ltd. · CIK 0001867032 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,572,401

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: On November 12, 2021, 83North II Limited Partnership ("83North II LP") converted in the aggregate 13,572,401 shares of the Issuer's Class B Common Stock into 13,572,401 shares of the Issuer's Class A Common Stock. Subsequently on the same date, 83North II LP distributed in-kind, without consideration, 13,572,401 shares of Class A Common Stock pro-rata to its limited partners and its general partner, 83North II GP, L.P. ("83North II GP"), in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F1 · price: On November 12, 2021, 83North II Limited Partnership ("83North II LP") converted in the aggregate 13,572,401 shares of the Issuer's Class B Common Stock into 13,572,401 shares of the Issuer's Class A Common Stock. Subsequently on the same date, 83North II LP distributed in-kind, without consideration, 13,572,401 shares of Class A Common Stock pro-rata to its limited partners and its general partner, 83North II GP, L.P. ("83North II GP"), in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.direct: Shares held by 83North II LP. 83North II GP is the general partner of 83North II LP, and 83North II Manager, Ltd. ("83North II GPGP") is the general partner of 83North II GP. Each of 83North II GP and 83North II GPGP disclaims beneficial ownership of these securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the reporting persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

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October 19, 2021 Filed Jan 11, 2022 00:35 UTC
McKay ChristopherDirector · 10% owner
ConversionClass B Common Stock · Derivative 120,538 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000641 · wf-form4_164186130083692.xml · derivative · entry 2

McKay Christopher · CIK 0001755317 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 120,538 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.

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 of record by Christopher McKay and Sarah McKay as trustees of the McKay Family Trust, dated August 12, 2020.

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October 19, 2021 Filed Jan 11, 2022 00:35 UTC
McKay ChristopherDirector · 10% owner
ConversionClass A Common Stock 120,538 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-000641 · wf-form4_164186130083692.xml · nonDerivative · entry 1

McKay Christopher · CIK 0001755317 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 120,538

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 · 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.

F2 · ownership.nature: The shares are held of record by Christopher McKay and Sarah McKay as trustees of the McKay Family Trust, dated August 12, 2020.

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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.