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Nasdaq · USD

NCSM

NCS Multistage Holdings, Inc.

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Tapewire entity
6562
SEC CIK
0001692427
Parsed reports
241

Last 12 months

Inside the activity.

0 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202601
Oct 202600

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 05, 2025 Filed Aug 5, 2025 21:25 UTC SaleCommon Stock 1,969 $30.16 $59,385.04
Disclosure

SEC source: 0001437749-25-024904 · rdgdoc.xml · nonDerivative · entry 2

Mitchell Valerie A · CIK 0001608353 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,551

F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.69.

F2 · balance_after: Includes 4,339 restricted stock units which vest and settle on February 28, 2026 and 19,212 vested restricted stock units which settle within thirty days following the earlier of (i) the termination of the Reporting Person's service for any reason or (ii) a change of control.

Read SEC document
August 04, 2025 Filed Aug 5, 2025 21:25 UTC SaleCommon Stock 548 $30.00 $16,440.00
Disclosure

SEC source: 0001437749-25-024904 · rdgdoc.xml · nonDerivative · entry 1

Mitchell Valerie A · CIK 0001608353 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,520

F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.44. 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 footnotes (1) and (3) to this Form 4.

F2 · balance_after: Includes 4,339 restricted stock units which vest and settle on February 28, 2026 and 19,212 vested restricted stock units which settle within thirty days following the earlier of (i) the termination of the Reporting Person's service for any reason or (ii) a change of control.

Read SEC document
March 13, 2025 Filed Mar 13, 2025 20:49 UTC SaleCommon Stock 1,187 $28.00 $33,236.00
Disclosure

SEC source: 0001437749-25-007542 · rdgdoc.xml · nonDerivative · entry 2

Mitchell Valerie A · CIK 0001608353 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,068

F1 · balance_after: Includes 4,339 restricted stock units which vest and settle on February 28, 2026 and 19,212 vested restricted stock units which settle within thirty days following the earlier of (i) the termination of the Reporting Person's service for any reason or (ii) a change of control.

Read SEC document
March 12, 2025 Filed Mar 13, 2025 20:49 UTC SaleCommon Stock 357 $29.02 $10,360.14
Disclosure

SEC source: 0001437749-25-007542 · rdgdoc.xml · nonDerivative · entry 1

Mitchell Valerie A · CIK 0001608353 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,255

F1 · balance_after: Includes 4,339 restricted stock units which vest and settle on February 28, 2026 and 19,212 vested restricted stock units which settle within thirty days following the earlier of (i) the termination of the Reporting Person's service for any reason or (ii) a change of control.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:05 UTC
RALLS W MATTDirector
GrantCommon Stock 4,339 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006091 · rdgdoc.xml · nonDerivative · entry 1

RALLS W MATT · CIK 0001180365 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,844

F1 · balance_after: Includes 4,339 restricted stock units which vest on February 28, 2026 and 20,917 vested restricted stock units and and all of which settle within thirty days following the earlier of (i) the termination of the Reporting Person's service for any reason or (ii) a change of control.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:13 UTC
LEV ORIExecutive VP, GC and Secretary
GrantEquivalent Stock Units · Derivative 2,534 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006105 · rdgdoc.xml · derivative · entry 6

LEV ORI · CIK 0001811682 · Executive VP, GC and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,048

Underlying: Common Stock · 2,534 shares

Expires not disclosed

F4 · derivative.exercise_price: These equivalent stock units settle in cash and represent the economic equivalent of one share of common stock, provided that the amount of cash settled for any equivalent stock unit will not exceed the maximum payout established by the Compensation, Nominating and Governance Committee.

F6 · derivative.exercise_date: Includes 1,374 equivalent stock units which vest on February 28, 2026, 6,140 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026, and 2,534 equivalent stock units which vest in three equal annual installments beginning on February 28, 2026

F6 · derivative.expiration_date: Includes 1,374 equivalent stock units which vest on February 28, 2026, 6,140 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026, and 2,534 equivalent stock units which vest in three equal annual installments beginning on February 28, 2026

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:13 UTC
LEV ORIExecutive VP, GC and Secretary
GrantCommon Stock 2,534 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006105 · rdgdoc.xml · nonDerivative · entry 4

LEV ORI · CIK 0001811682 · Executive VP, GC and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,698

F3 · balance_after: Includes 686 restricted stock units which vest on February 28, 2026 and 2,534 restricted stock units which vest in three equal annual installments beginning on February 28, 2026.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:12 UTC
Willems TimChief Operations Officer
GrantEquivalent Stock Units · Derivative 3,262 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006103 · rdgdoc.xml · derivative · entry 6

Willems Tim · CIK 0001699916 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,006

Underlying: Common Stock · 3,262 shares

Expires not disclosed

F4 · derivative.exercise_price: These equivalent stock units settle in cash and represent the economic equivalent of one share of common stock, provided that the amount of cash settled for any equivalent stock unit will not exceed the maximum payout established by the Compensation, Nominating and Governance Committee.

F6 · derivative.exercise_date: Includes 1,839 equivalent stock units which vest on February 28, 2026, 7,905 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026, and 3,262 equivalent stock units which in three equal annual installments beginning on February 28, 2026.

F6 · derivative.expiration_date: Includes 1,839 equivalent stock units which vest on February 28, 2026, 7,905 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026, and 3,262 equivalent stock units which in three equal annual installments beginning on February 28, 2026.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:12 UTC
Willems TimChief Operations Officer
GrantCommon Stock 3,262 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006103 · rdgdoc.xml · nonDerivative · entry 4

Willems Tim · CIK 0001699916 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,047

F3 · balance_after: Includes 918 restricted stock units which vest on February 28, 2026 and 3,262 restricted stock units which vest in three equal annual installments beginning on February 28, 2026.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:08 UTC GrantCommon Stock 4,339 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006095 · rdgdoc.xml · nonDerivative · entry 1

Grewal Gurinder · CIK 0001695567 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,698

F1 · balance_after: Includes 4,339 restricted stock units which vest on February 28, 2026 and 13,359 vested restricted stock units and all of which settle within thirty days following the earlier of (i) the termination of the Reporting Person's service for any reason or (ii) a change of control.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:14 UTC
MORRISON MICHAEL LCFO & Treasurer
GrantEquivalent Stock Units · Derivative 3,218 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006107 · rdgdoc.xml · derivative · entry 5

MORRISON MICHAEL L · CIK 0001228756 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,892

Underlying: Common Stock · 3,218 shares

Expires not disclosed

F3 · derivative.exercise_price: These equivalent stock units settle in cash and represent the economic equivalent of one share of common stock, provided that the amount of cash settled for any equivalent stock unit will not exceed the maximum payout established by the Compensation, Nominating and Governance Committee.

F5 · derivative.exercise_date: Includes 1,877 equivalent stock units which vest on November 1, 2025, 7,797 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026, and 3,218 equivalent stock units which vest in three equal annual installments beginning on February 28, 2026

F5 · derivative.expiration_date: Includes 1,877 equivalent stock units which vest on November 1, 2025, 7,797 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026, and 3,218 equivalent stock units which vest in three equal annual installments beginning on February 28, 2026

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:14 UTC
MORRISON MICHAEL LCFO & Treasurer
GrantCommon Stock 3,218 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006107 · rdgdoc.xml · nonDerivative · entry 3

MORRISON MICHAEL L · CIK 0001228756 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,937

F2 · balance_after: Includes 1,877 restricted stock units which vest on November 1, 2025 and 3,218 restricted stock units which vest in three equal annual installments beginning on February 28, 2026.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:15 UTC
Hummer RyanDirector · Chief Executive Officer
GrantEquivalent Stock Units · Derivative 7,240 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006108 · rdgdoc.xml · derivative · entry 6

Hummer Ryan · CIK 0001700226 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,060

Underlying: Common Stock · 7,240 shares

Expires not disclosed

F4 · derivative.exercise_price: These equivalent stock units settle in cash and represent the economic equivalent of one share of common stock, provided that the amount of cash settled for any equivalent stock unit will not exceed the maximum payout established by the Compensation, Nominating and Governance Committee.

F6 · derivative.exercise_date: Includes 4,226 equivalent stock units which vest on November 1, 2025, 15,594 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026, and 7,240 equivalent stock units which vest in three equal annual installments beginning on February 28, 2026.

F6 · derivative.expiration_date: Includes 4,226 equivalent stock units which vest on November 1, 2025, 15,594 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026, and 7,240 equivalent stock units which vest in three equal annual installments beginning on February 28, 2026.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:15 UTC
Hummer RyanDirector · Chief Executive Officer
GrantCommon Stock 7,240 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006108 · rdgdoc.xml · nonDerivative · entry 4

Hummer Ryan · CIK 0001700226 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,413

F3 · balance_after: Includes 4,226 restricted stock units which vest on November 1, 2025 and 7,240 restricted stock units which vest in three equal annual installments beginning on February 28, 2026.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:11 UTC
WILLIAMS DEWAYNEVP & Controller
GrantEquivalent Stock Units · Derivative 1,770 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006101 · rdgdoc.xml · derivative · entry 6

WILLIAMS DEWAYNE · CIK 0001464457 · VP & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,368

Underlying: Common Stock · 1,770 shares

Expires not disclosed

F4 · derivative.exercise_price: These equivalent stock units settle in cash and represent the economic equivalent of one share of common stock, provided that the amount of cash settled for any equivalent stock unit will not exceed the maximum payout established by the Compensation, Nominating and Governance Committee.

F6 · derivative.exercise_date: Includes 1,292 equivalent stock units which vest on February 28, 2026, 5,306 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026 and 1,770 equivalent stock units which vest in three equal annual installments beginning on February 28, 2026.

F6 · derivative.expiration_date: Includes 1,292 equivalent stock units which vest on February 28, 2026, 5,306 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026 and 1,770 equivalent stock units which vest in three equal annual installments beginning on February 28, 2026.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:11 UTC
WILLIAMS DEWAYNEVP & Controller
GrantCommon Stock 1,770 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006101 · rdgdoc.xml · nonDerivative · entry 4

WILLIAMS DEWAYNE · CIK 0001464457 · VP & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,542

F3 · balance_after: Includes 645 restricted stock units which vest on February 28, 2026 and 1,770 restricted stock units which vest in three equal annual installments beginning on February 28, 2026.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:10 UTC GrantCommon Stock 4,339 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006099 · rdgdoc.xml · nonDerivative · entry 1

MCSHANE MICHAEL · CIK 0001236484 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,557

F1 · balance_after: Includes 4,339 restricted stock units which vest and settle on February 28, 2026.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:09 UTC
DEANE JOHN DDirector
GrantCommon Stock 4,339 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006098 · rdgdoc.xml · nonDerivative · entry 1

DEANE JOHN D · CIK 0001236472 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,550

F1 · balance_after: Includes 4,339 restricted stock units which vest and settle on February 28, 2026.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:07 UTC GrantCommon Stock 4,339 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006093 · rdgdoc.xml · nonDerivative · entry 1

Mitchell Valerie A · CIK 0001608353 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,612

F1 · balance_after: Includes 4,339 restricted stock units which vest and settle on February 28, 2026 and 19,212 vested restricted stock units which settle within thirty days following the earlier of (i) the termination of the Reporting Person's service for any reason or (ii) a change of control.

Read SEC document
March 04, 2025 Filed Mar 4, 2025 21:03 UTC GrantCommon Stock 4,339 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006083 · rdgdoc.xml · nonDerivative · entry 4

Nipper Robert · CIK 0001701187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,455

F3 · balance_after: Includes 4,339 restricted stock units which vest on February 28, 2026.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:13 UTC
LEV ORIExecutive VP, GC and Secretary
Exercise / conversionEquivalent Stock Units · Derivative 5,041 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006105 · rdgdoc.xml · derivative · entry 5

LEV ORI · CIK 0001811682 · Executive VP, GC and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,514

Underlying: Common Stock · 5,041 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.

F4 · derivative.exercise_price: These equivalent stock units settle in cash and represent the economic equivalent of one share of common stock, provided that the amount of cash settled for any equivalent stock unit will not exceed the maximum payout established by the Compensation, Nominating and Governance Committee.

F1 · kind: Equivalent stock units vested on February 28, 2025 and settled for cash.

F5 · derivative.exercise_date: Includes 1,374 equivalent stock units which vest on February 28, 2026 and 6,140 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026.

F5 · derivative.expiration_date: Includes 1,374 equivalent stock units which vest on February 28, 2026 and 6,140 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:13 UTC
LEV ORIExecutive VP, GC and Secretary
Disposition to issuerCommon Stock 309 $26.93 $8,321.37
Disclosure

SEC source: 0001437749-25-006105 · rdgdoc.xml · nonDerivative · entry 3

LEV ORI · CIK 0001811682 · Executive VP, GC and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,164

F2 · shares: These shares were surrendered to satisfy the tax obligations related to the vesting of restricted stock units.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:13 UTC
LEV ORIExecutive VP, GC and Secretary
Tax withholdingCommon Stock 5,041 $26.93 $135,754.13
Disclosure

SEC source: 0001437749-25-006105 · rdgdoc.xml · nonDerivative · entry 2

LEV ORI · CIK 0001811682 · Executive VP, GC and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,473

F1 · kind: Equivalent stock units vested on February 28, 2025 and settled for cash.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:13 UTC
LEV ORIExecutive VP, GC and Secretary
Exercise / conversionCommon Stock 5,041 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006105 · rdgdoc.xml · nonDerivative · entry 1

LEV ORI · CIK 0001811682 · Executive VP, GC and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,514

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: Equivalent stock units vested on February 28, 2025 and settled for cash.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:12 UTC
Willems TimChief Operations Officer
Exercise / conversionEquivalent Stock Units · Derivative 6,552 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006103 · rdgdoc.xml · derivative · entry 5

Willems Tim · CIK 0001699916 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,744

Underlying: Common Stock · 6,552 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.

F4 · derivative.exercise_price: These equivalent stock units settle in cash and represent the economic equivalent of one share of common stock, provided that the amount of cash settled for any equivalent stock unit will not exceed the maximum payout established by the Compensation, Nominating and Governance Committee.

F1 · kind: Equivalent stock units vested on February 28, 2025 and settled for cash.

F5 · derivative.exercise_date: Includes 1,839 equivalent stock units which vest on February 28, 2026 and 7,905 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026.

F5 · derivative.expiration_date: Includes 1,839 equivalent stock units which vest on February 28, 2026 and 7,905 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:12 UTC
Willems TimChief Operations Officer
Disposition to issuerCommon Stock 409 $26.93 $11,014.37
Disclosure

SEC source: 0001437749-25-006103 · rdgdoc.xml · nonDerivative · entry 3

Willems Tim · CIK 0001699916 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,785

F2 · shares: These shares were surrendered to satisfy the tax obligations related to the vesting of restricted stock units.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:12 UTC
Willems TimChief Operations Officer
Tax withholdingCommon Stock 6,552 $26.93 $176,445.36
Disclosure

SEC source: 0001437749-25-006103 · rdgdoc.xml · nonDerivative · entry 2

Willems Tim · CIK 0001699916 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,194

F1 · kind: Equivalent stock units vested on February 28, 2025 and settled for cash.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:12 UTC
Willems TimChief Operations Officer
Exercise / conversionCommon Stock 6,552 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006103 · rdgdoc.xml · nonDerivative · entry 1

Willems Tim · CIK 0001699916 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,746

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: Equivalent stock units vested on February 28, 2025 and settled for cash.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:14 UTC
MORRISON MICHAEL LCFO & Treasurer
Exercise / conversionEquivalent Stock Units · Derivative 3,899 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006107 · rdgdoc.xml · derivative · entry 4

MORRISON MICHAEL L · CIK 0001228756 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,674

Underlying: Common Stock · 3,899 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: These equivalent stock units settle in cash and represent the economic equivalent of one share of common stock, provided that the amount of cash settled for any equivalent stock unit will not exceed the maximum payout established by the Compensation, Nominating and Governance Committee.

F1 · kind: Equivalent stock units vested on February 28, 2025 and settled for cash.

F4 · derivative.exercise_date: Includes 1,877 equivalent stock units which vest on November 1, 2025 and 7,797 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026.

F4 · derivative.expiration_date: Includes 1,877 equivalent stock units which vest on November 1, 2025 and 7,797 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:14 UTC
MORRISON MICHAEL LCFO & Treasurer
Tax withholdingCommon Stock 3,899 $26.93 $105,000.07
Disclosure

SEC source: 0001437749-25-006107 · rdgdoc.xml · nonDerivative · entry 2

MORRISON MICHAEL L · CIK 0001228756 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,719

F1 · kind: Equivalent stock units vested on February 28, 2025 and settled for cash.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:14 UTC
MORRISON MICHAEL LCFO & Treasurer
Exercise / conversionCommon Stock 3,899 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006107 · rdgdoc.xml · nonDerivative · entry 1

MORRISON MICHAEL L · CIK 0001228756 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,618

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: Equivalent stock units vested on February 28, 2025 and settled for cash.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:15 UTC
Hummer RyanDirector · Chief Executive Officer
Exercise / conversionEquivalent Stock Units · Derivative 8,652 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006108 · rdgdoc.xml · derivative · entry 5

Hummer Ryan · CIK 0001700226 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,820

Underlying: Common Stock · 8,652 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.

F4 · derivative.exercise_price: These equivalent stock units settle in cash and represent the economic equivalent of one share of common stock, provided that the amount of cash settled for any equivalent stock unit will not exceed the maximum payout established by the Compensation, Nominating and Governance Committee.

F1 · kind: Equivalent stock units vested on February 28, 2025 and settled for cash.

F5 · derivative.exercise_date: Includes 4,226 equivalent stock units which vest on November 1, 2025 and 15,594 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026.

F5 · derivative.expiration_date: Includes 4,226 equivalent stock units which vest on November 1, 2025 and 15,594 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:15 UTC
Hummer RyanDirector · Chief Executive Officer
Disposition to issuerCommon Stock 208 $26.93 $5,601.44
Disclosure

SEC source: 0001437749-25-006108 · rdgdoc.xml · nonDerivative · entry 3

Hummer Ryan · CIK 0001700226 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,173

F2 · shares: These shares were surrendered to satisfy the tax obligations related to the vesting of restricted stock units.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:15 UTC
Hummer RyanDirector · Chief Executive Officer
Tax withholdingCommon Stock 8,652 $26.93 $232,998.36
Disclosure

SEC source: 0001437749-25-006108 · rdgdoc.xml · nonDerivative · entry 2

Hummer Ryan · CIK 0001700226 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,381

F1 · kind: Equivalent stock units vested on February 28, 2025 and settled for cash.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:15 UTC
Hummer RyanDirector · Chief Executive Officer
Exercise / conversionCommon Stock 8,652 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006108 · rdgdoc.xml · nonDerivative · entry 1

Hummer Ryan · CIK 0001700226 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,033

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: Equivalent stock units vested on February 28, 2025 and settled for cash.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:11 UTC
WILLIAMS DEWAYNEVP & Controller
Exercise / conversionEquivalent Stock Units · Derivative 4,226 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006101 · rdgdoc.xml · derivative · entry 5

WILLIAMS DEWAYNE · CIK 0001464457 · VP & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,598

Underlying: Common Stock · 4,226 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.

F4 · derivative.exercise_price: These equivalent stock units settle in cash and represent the economic equivalent of one share of common stock, provided that the amount of cash settled for any equivalent stock unit will not exceed the maximum payout established by the Compensation, Nominating and Governance Committee.

F1 · kind: Equivalent stock units vested on February 28, 2025 and settled for cash.

F5 · derivative.exercise_date: Includes 1,292 equivalent stock units which vest on February 28, 2026 and 5,306 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026.

F5 · derivative.expiration_date: Includes 1,292 equivalent stock units which vest on February 28, 2026 and 5,306 equivalent stock units which vest in two equal annual installments beginning on February 28, 2026.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:11 UTC
WILLIAMS DEWAYNEVP & Controller
Disposition to issuerCommon Stock 270 $26.93 $7,271.10
Disclosure

SEC source: 0001437749-25-006101 · rdgdoc.xml · nonDerivative · entry 3

WILLIAMS DEWAYNE · CIK 0001464457 · VP & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,772

F2 · shares: These shares were surrendered to satisfy the tax obligations related to the vesting of restricted stock units.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:11 UTC
WILLIAMS DEWAYNEVP & Controller
Tax withholdingCommon Stock 4,226 $26.93 $113,806.18
Disclosure

SEC source: 0001437749-25-006101 · rdgdoc.xml · nonDerivative · entry 2

WILLIAMS DEWAYNE · CIK 0001464457 · VP & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,042

F1 · kind: Equivalent stock units vested on February 28, 2025 and settled for cash.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:11 UTC
WILLIAMS DEWAYNEVP & Controller
Exercise / conversionCommon Stock 4,226 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006101 · rdgdoc.xml · nonDerivative · entry 1

WILLIAMS DEWAYNE · CIK 0001464457 · VP & Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,268

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: Equivalent stock units vested on February 28, 2025 and settled for cash.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:03 UTC Exercise / conversionEquivalent Stock Units · Derivative 1,785 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006083 · rdgdoc.xml · derivative · entry 6

Nipper Robert · CIK 0001701187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,785 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: These equivalent stock units settle in cash and represent the economic equivalent of one share of common stock, provided that the amount of cash settled for any equivalent stock unit will not exceed the maximum payout established by the Compensation, Nominating and Governance Committee.

F1 · kind: Equivalent stock units vested on February 28, 2025 and settled for cash.

F1 · derivative.exercise_date: Equivalent stock units vested on February 28, 2025 and settled for cash.

F1 · derivative.expiration_date: Equivalent stock units vested on February 28, 2025 and settled for cash.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:03 UTC Disposition to issuerCommon Stock 1,669 $26.93 $44,946.17
Disclosure

SEC source: 0001437749-25-006083 · rdgdoc.xml · nonDerivative · entry 3

Nipper Robert · CIK 0001701187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,116

F2 · shares: These shares were surrendered to satisfy the tax obligations related to the vesting of restricted stock units.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:03 UTC Tax withholdingCommon Stock 1,785 $26.93 $48,070.05
Disclosure

SEC source: 0001437749-25-006083 · rdgdoc.xml · nonDerivative · entry 2

Nipper Robert · CIK 0001701187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,785

F1 · kind: Equivalent stock units vested on February 28, 2025 and settled for cash.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:03 UTC Exercise / conversionCommon Stock 1,785 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006083 · rdgdoc.xml · nonDerivative · entry 1

Nipper Robert · CIK 0001701187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,570

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: Equivalent stock units vested on February 28, 2025 and settled for cash.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 17:54 UTC
Hummer RyanDirector · Chief Executive Officer
Exercise / conversionEquivalent Stock Units · Derivative 4,227 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-033279 · rdgdoc.xml · derivative · entry 4

Hummer Ryan · CIK 0001700226 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,472

Underlying: Common Stock · 4,227 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.

F4 · derivative.exercise_price: These equivalent stock units settle in cash and represent the economic equivalent of one share of common stock, provided that the amount of cash settled for any equivalent stock unit will not exceed the maximum payout established by the Compensation, Nominating and Governance Committee.

F1 · kind: Equivalent stock units vested on November 1, 2024 and settled for cash.

F5 · derivative.exercise_date: Includes 854 equivalent stock units which vest on February 28, 2025, 4,226 equivalent stock units which vest on November 1, 2025 and 23,392 equivalent stock units which vest in three equal annual installments beginning on February 28, 2025.

F5 · derivative.expiration_date: Includes 854 equivalent stock units which vest on February 28, 2025, 4,226 equivalent stock units which vest on November 1, 2025 and 23,392 equivalent stock units which vest in three equal annual installments beginning on February 28, 2025.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 17:54 UTC
Hummer RyanDirector · Chief Executive Officer
Disposition to issuerCommon Stock 1,030 $18.54 $19,096.20
Disclosure

SEC source: 0001437749-24-033279 · rdgdoc.xml · nonDerivative · entry 3

Hummer Ryan · CIK 0001700226 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,381

F2 · shares: These shares were surrendered to satisfy the tax obligations related to the vesting of restricted stock units.

F3 · balance_after: Includes 854 restricted stock units which vest on February 28, 2025 and 4,226 restricted stock units which vest on November 1, 2025.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 17:54 UTC
Hummer RyanDirector · Chief Executive Officer
Tax withholdingCommon Stock 4,227 $18.54 $78,368.58
Disclosure

SEC source: 0001437749-24-033279 · rdgdoc.xml · nonDerivative · entry 2

Hummer Ryan · CIK 0001700226 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,411

F1 · kind: Equivalent stock units vested on November 1, 2024 and settled for cash.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 17:54 UTC
Hummer RyanDirector · Chief Executive Officer
Exercise / conversionCommon Stock 4,227 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-033279 · rdgdoc.xml · nonDerivative · entry 1

Hummer Ryan · CIK 0001700226 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,638

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: Equivalent stock units vested on November 1, 2024 and settled for cash.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 17:53 UTC
MORRISON MICHAEL LCFO & Treasurer
Exercise / conversionEquivalent Stock Units · Derivative 1,879 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-033277 · rdgdoc.xml · derivative · entry 4

MORRISON MICHAEL L · CIK 0001228756 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,573

Underlying: Common Stock · 1,879 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.

F4 · derivative.exercise_price: These equivalent stock units settle in cash and represent the economic equivalent of one share of common stock, provided that the amount of cash settled for any equivalent stock unit will not exceed the maximum payout established by the Compensation, Nominating and Governance Committee.

F1 · kind: Equivalent stock units vested on November 1, 2024 and settled for cash.

F5 · derivative.exercise_date: Includes 1,877 equivalent stock units which vest on November 1, 2025 and 11,696 equivalent stock units which vest in three equal annual installments beginning on February 28, 2025.

F5 · derivative.expiration_date: Includes 1,877 equivalent stock units which vest on November 1, 2025 and 11,696 equivalent stock units which vest in three equal annual installments beginning on February 28, 2025.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 17:53 UTC
MORRISON MICHAEL LCFO & Treasurer
Disposition to issuerCommon Stock 458 $18.54 $8,491.32
Disclosure

SEC source: 0001437749-24-033277 · rdgdoc.xml · nonDerivative · entry 3

MORRISON MICHAEL L · CIK 0001228756 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,719

F2 · shares: These shares were surrendered to satisfy the tax obligations related to the vesting of restricted stock units.

F3 · balance_after: Includes 1,877 restricted stock units which vest on November 1, 2025.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 17:53 UTC
MORRISON MICHAEL LCFO & Treasurer
Tax withholdingCommon Stock 1,879 $18.54 $34,836.66
Disclosure

SEC source: 0001437749-24-033277 · rdgdoc.xml · nonDerivative · entry 2

MORRISON MICHAEL L · CIK 0001228756 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,177

F1 · kind: Equivalent stock units vested on November 1, 2024 and settled for cash.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.