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Nasdaq · USD

NTRA

Natera, Inc.

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2635
SEC CIK
0001604821
Parsed reports
1,197

Last 12 months

Inside the activity.

0 purchase rows · 457 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 2025047
Dec 2025021
Jan 2026041
Feb 2026021
Mar 2026054
Apr 2026029
May 2026033
Jun 2026068
Jul 2026047
Aug 2026033
Sep 2026059
Oct 202604

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
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
Chapman Steven LeonardDirector · CEO AND PRESIDENT
Exercise / conversionRestricted Stock Unit · Derivative 182 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005414 · form4-03242023_090304.xml · derivative · entry 6

Chapman Steven Leonard · CIK 0001711968 · Director · CEO AND PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 182 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 RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · derivative.exercise_date: The RSUs vest over four years. 25% of the RSUs vested on March 22, 2020 and the remaining shares vest in 12 equal quarterly installments thereafter.

F4 · derivative.expiration_date: The RSUs vest over four years. 25% of the RSUs vested on March 22, 2020 and the remaining shares vest in 12 equal quarterly installments thereafter.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
Chapman Steven LeonardDirector · CEO AND PRESIDENT
Exercise / conversionCommon Stock 3,125 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-005414 · form4-03242023_090304.xml · nonDerivative · entry 3

Chapman Steven Leonard · CIK 0001711968 · Director · CEO AND PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 213,126

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 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
Chapman Steven LeonardDirector · CEO AND PRESIDENT
Exercise / conversionCommon Stock 182 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-005414 · form4-03242023_090304.xml · nonDerivative · entry 2

Chapman Steven Leonard · CIK 0001711968 · Director · CEO AND PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 210,001

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 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
Chapman Steven LeonardDirector · CEO AND PRESIDENT
SaleCommon Stock 4,736 $56.32 $266,738.62
Disclosure

SEC source: 0001415889-23-005414 · form4-03242023_090304.xml · nonDerivative · entry 1

Chapman Steven Leonard · CIK 0001711968 · Director · CEO AND PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 209,819

F1 · shares: The sale of shares was effected in order to satisfy tax withholding and remittance obligations in connection with the vesting of Restricted Stock Units ("RSUs") and in compliance with Rule 10b5-1.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
Exercise / conversionRestricted Stock Unit · Derivative 1,078 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005413 · form4-03242023_090301.xml · derivative · entry 5

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,078 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 RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · derivative.exercise_date: The RSUs vest over four years. 25% of the RSUs vested on March 22, 2020 and the remaining shares vest in 12 equal quarterly installments thereafter.

F4 · derivative.expiration_date: The RSUs vest over four years. 25% of the RSUs vested on March 22, 2020 and the remaining shares vest in 12 equal quarterly installments thereafter.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
Exercise / conversionCommon Stock 1,078 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-005413 · form4-03242023_090301.xml · nonDerivative · entry 2

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 65,911

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 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
SaleCommon Stock 1,373 $56.32 $77,329.42
Disclosure

SEC source: 0001415889-23-005413 · form4-03242023_090301.xml · nonDerivative · entry 1

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 64,833

F1 · shares: The sale of shares was effected in order to satisfy tax withholding and remittance obligations in connection with the vesting of Restricted Stock Units ("RSUs") and in compliance with Rule 10b5-1.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
Sheena JonathanDirector · CO-FOUNDER
Exercise / conversionRestricted Stock Unit · Derivative 455 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005417 · form4-03242023_090311.xml · derivative · entry 6

Sheena Jonathan · CIK 0001646649 · Director · CO-FOUNDER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 455 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 RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · derivative.exercise_date: The RSUs vest over four years. 25% of the RSUs vested on March 22, 2020 and the remaining shares vest in 12 equal quarterly installments thereafter.

F4 · derivative.expiration_date: The RSUs vest over four years. 25% of the RSUs vested on March 22, 2020 and the remaining shares vest in 12 equal quarterly installments thereafter.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
Sheena JonathanDirector · CO-FOUNDER
Exercise / conversionCommon Stock 455 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-005417 · form4-03242023_090311.xml · nonDerivative · entry 2

Sheena Jonathan · CIK 0001646649 · Director · CO-FOUNDER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 529,568

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 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
Sheena JonathanDirector · CO-FOUNDER
SaleCommon Stock 1,259 $56.32 $70,908.77
Disclosure

SEC source: 0001415889-23-005417 · form4-03242023_090311.xml · nonDerivative · entry 1

Sheena Jonathan · CIK 0001646649 · Director · CO-FOUNDER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 529,113

F1 · shares: The sale of shares was effected in order to satisfy tax withholding and remittance obligations in connection with the vesting of Restricted Stock Units ("RSUs") and in compliance with Rule 10b5-1.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
Rabinowitz MatthewDirector · EXECUTIVE CHAIRMAN
Exercise / conversionRestricted Stock Unit · Derivative 401 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005416 · form4-03242023_090309.xml · derivative · entry 6

Rabinowitz Matthew · CIK 0001646382 · Director · EXECUTIVE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 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.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date:  The RSUs vest over four years. 25% of the RSUs vest on March 22, 2020 and the remaining shares vest in 12 equal quarterly installments thereafter.

F5 · derivative.expiration_date:  The RSUs vest over four years. 25% of the RSUs vest on March 22, 2020 and the remaining shares vest in 12 equal quarterly installments thereafter.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
Rabinowitz MatthewDirector · EXECUTIVE CHAIRMAN
Exercise / conversionCommon Stock 401 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-005416 · form4-03242023_090309.xml · nonDerivative · entry 2

Rabinowitz Matthew · CIK 0001646382 · Director · EXECUTIVE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 640,204

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 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
Rabinowitz MatthewDirector · EXECUTIVE CHAIRMAN
SaleCommon Stock 2,484 $56.32 $139,902.61
Disclosure

SEC source: 0001415889-23-005416 · form4-03242023_090309.xml · nonDerivative · entry 1

Rabinowitz Matthew · CIK 0001646382 · Director · EXECUTIVE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 639,803

F1 · shares: The sale of shares was effected in order to satisfy tax withholding and remittance obligations in connection with the vesting of Restricted Stock Units ("RSUs") and in compliance with Rule 10b5-1.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICER
Exercise / conversionRestricted Stock Unit · Derivative 893 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-005415 · form4-03242023_090306.xml · derivative · entry 4

RABINOWITZ DANIEL · CIK 0001857843 · SEC. AND CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 893 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 RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The RSUs vest over four years. 25% of the RSUs vested on March 22, 2020 and the remaining shares vest in 12 equal quarterly installments thereafter.

F3 · derivative.expiration_date: The RSUs vest over four years. 25% of the RSUs vested on March 22, 2020 and the remaining shares vest in 12 equal quarterly installments thereafter.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICER
Exercise / conversionCommon Stock 893 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-005415 · form4-03242023_090306.xml · nonDerivative · entry 2

RABINOWITZ DANIEL · CIK 0001857843 · SEC. AND CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,280

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 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
March 22, 2023 Filed Mar 25, 2023 01:35 UTC
RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICER
SaleCommon Stock 2,864 $56.32 $161,304.78
Disclosure

SEC source: 0001415889-23-005415 · form4-03242023_090306.xml · nonDerivative · entry 1

RABINOWITZ DANIEL · CIK 0001857843 · SEC. AND CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,387

F1 · shares: The sale of shares was effected in order to satisfy tax withholding and remittance obligations in connection with the vesting of Restricted Stock Units ("RSUs")and in compliance with Rule 10b5-1.

Read SEC document
March 17, 2023 Filed Mar 22, 2023 01:05 UTC
Chapman Steven LeonardDirector · CEO AND PRESIDENT
GrantCommon Stock 9,427 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-005300 · form4-03212023_090304.xml · nonDerivative · entry 1

Chapman Steven Leonard · CIK 0001711968 · Director · CEO AND PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 214,555

F1 · shares: Represents the issuance of Restricted Stock Units ("RSUs") to the Reporting Person. The RSUs were fully-vested at the time of issuance.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
March 17, 2023 Filed Mar 22, 2023 01:05 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
GrantCommon Stock 3,442 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-005299 · form4-03212023_090302.xml · nonDerivative · entry 1

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,206

F1 · shares: Represents the issuance of Restricted Stock Units ("RSUs") to the Reporting Person. The RSUs were fully-vested at the time of issuance.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
March 17, 2023 Filed Mar 22, 2023 01:05 UTC
Sheena JonathanDirector · CO-FOUNDER
GrantCommon Stock 1,259 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-005303 · form4-03212023_090315.xml · nonDerivative · entry 1

Sheena Jonathan · CIK 0001646649 · Director · CO-FOUNDER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 530,372

F1 · shares: Represents the issuance of Restricted Stock Units ("RSUs") to the Reporting Person. The RSUs were fully-vested at the time of issuance.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
March 17, 2023 Filed Mar 22, 2023 01:05 UTC
Rabinowitz MatthewDirector · EXECUTIVE CHAIRMAN
GrantCommon Stock 2,484 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-005302 · form4-03212023_090309.xml · nonDerivative · entry 1

Rabinowitz Matthew · CIK 0001646382 · Director · EXECUTIVE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 642,287

F1 · shares: Represents the issuance of Restricted Stock Units ("RSUs") to the Reporting Person. The RSUs were fully-vested at the time of issuance.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
March 17, 2023 Filed Mar 22, 2023 01:05 UTC
RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICER
GrantCommon Stock 2,864 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-005301 · form4-03212023_090307.xml · nonDerivative · entry 1

RABINOWITZ DANIEL · CIK 0001857843 · SEC. AND CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 178,251

F1 · shares: Represents the issuance of Restricted Stock Units ("RSUs") to the Reporting Person. The RSUs were fully-vested at the time of issuance.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
March 02, 2023 Filed Mar 4, 2023 02:05 UTC
Chapman Steven LeonardDirector · CEO AND PRESIDENT
SaleCommon Stock 40,835 $55.00 $2,245,925.00
Disclosure

SEC source: 0001415889-23-004283 · form4-03032023_090301.xml · nonDerivative · entry 1

Chapman Steven Leonard · CIK 0001711968 · Director · CEO AND PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 205,128

F1 · shares: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 12, 2022.

Read SEC document
March 02, 2023 Filed Mar 4, 2023 02:05 UTC
RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICER
SaleCommon Stock 1,377 $56.54 $77,859.44
Disclosure

SEC source: 0001415889-23-004284 · form4-03032023_090306.xml · nonDerivative · entry 4

RABINOWITZ DANIEL · CIK 0001857843 · SEC. AND CHIEF LEGAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 175,387

F1 · shares: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 13, 2023.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.46 to $56.77 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 02, 2023 Filed Mar 4, 2023 02:05 UTC
RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICER
SaleCommon Stock 6,435 $56.08 $360,863.22
Disclosure

SEC source: 0001415889-23-004284 · form4-03032023_090306.xml · nonDerivative · entry 3

RABINOWITZ DANIEL · CIK 0001857843 · SEC. AND CHIEF LEGAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 176,764

F1 · shares: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 13, 2023.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.46 to $56.45 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 02, 2023 Filed Mar 4, 2023 02:05 UTC
RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICER
SaleCommon Stock 1,400 $55.02 $77,030.94
Disclosure

SEC source: 0001415889-23-004284 · form4-03032023_090306.xml · nonDerivative · entry 2

RABINOWITZ DANIEL · CIK 0001857843 · SEC. AND CHIEF LEGAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 183,199

F1 · shares: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 13, 2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.42 to $55.38 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 02, 2023 Filed Mar 4, 2023 02:05 UTC
RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICER
SaleCommon Stock 100 $53.05 $5,305.00
Disclosure

SEC source: 0001415889-23-004284 · form4-03032023_090306.xml · nonDerivative · entry 1

RABINOWITZ DANIEL · CIK 0001857843 · SEC. AND CHIEF LEGAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,599

F1 · shares: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 13, 2023.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 01:05 UTC
Chapman Steven LeonardDirector · CEO AND PRESIDENT
SaleCommon Stock 13,474 $48.94 $659,402.74
Disclosure

SEC source: 0001415889-23-003721 · form4-03012023_080301.xml · nonDerivative · entry 2

Chapman Steven Leonard · CIK 0001711968 · Director · CEO AND PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 245,963

F2 · shares: The sale of shares was effected in order to satisfy tax withholding and remittance obligations in connection with the vesting of RSUs and in compliance with Rule 10b5-1.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 01:05 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
SaleCommon Stock 5,218 $48.94 $255,363.18
Disclosure

SEC source: 0001415889-23-003722 · form4-03012023_080307.xml · nonDerivative · entry 2

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,764

F2 · shares: The sale of shares was effected in order to satisfy tax withholding and remittance obligations in connection with the vesting of RSUs and in compliance with Rule 10b5-1.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 01:05 UTC
RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICER
SaleCommon Stock 5,498 $48.94 $269,066.07
Disclosure

SEC source: 0001415889-23-003723 · form4-03012023_080312.xml · nonDerivative · entry 2

RABINOWITZ DANIEL · CIK 0001857843 · SEC. AND CHIEF LEGAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,699

F2 · shares: The sale of shares was effected in order to satisfy tax withholding and remittance obligations in connection with the vesting of RSUs and in compliance with Rule 10b5-1.

Read SEC document
February 27, 2023 Filed Mar 2, 2023 01:05 UTC
Chapman Steven LeonardDirector · CEO AND PRESIDENT
Exercise / conversionRestricted Stock Unit · Derivative 28,393 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-003721 · form4-03012023_080301.xml · derivative · entry 3

Chapman Steven Leonard · CIK 0001711968 · Director · CEO AND PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 28,393 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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The RSUs vested when the Issuer achieved a specified annual revenue.

F3 · derivative.expiration_date: The RSUs vested when the Issuer achieved a specified annual revenue.

Read SEC document
February 27, 2023 Filed Mar 2, 2023 01:05 UTC
Chapman Steven LeonardDirector · CEO AND PRESIDENT
Exercise / conversionCommon Stock 28,393 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-003721 · form4-03012023_080301.xml · nonDerivative · entry 1

Chapman Steven Leonard · CIK 0001711968 · Director · CEO AND PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 259,437

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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 27, 2023 Filed Mar 2, 2023 01:05 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
Exercise / conversionRestricted Stock Unit · Derivative 18,318 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-003722 · form4-03012023_080307.xml · derivative · entry 3

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 18,318 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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The RSUs vested when the Issuer achieved a specified annual revenue.

F3 · derivative.expiration_date: The RSUs vested when the Issuer achieved a specified annual revenue.

Read SEC document
February 27, 2023 Filed Mar 2, 2023 01:05 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
Exercise / conversionCommon Stock 18,318 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-003722 · form4-03012023_080307.xml · nonDerivative · entry 1

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,982

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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 27, 2023 Filed Mar 2, 2023 01:05 UTC
Sheena JonathanDirector · CO-FOUNDER
Exercise / conversionRestricted Stock Unit · Derivative 2,289 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-003724 · form4-03012023_080318.xml · derivative · entry 4

Sheena Jonathan · CIK 0001646649 · Director · CO-FOUNDER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,289 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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The RSUs vested when the Issuer achieved a specified annual revenue.

F3 · derivative.expiration_date: The RSUs vested when the Issuer achieved a specified annual revenue.

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February 27, 2023 Filed Mar 2, 2023 01:05 UTC
Sheena JonathanDirector · CO-FOUNDER
Exercise / conversionCommon Stock 2,289 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-003724 · form4-03012023_080318.xml · nonDerivative · entry 1

Sheena Jonathan · CIK 0001646649 · Director · CO-FOUNDER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 529,113

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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 27, 2023 Filed Mar 2, 2023 01:05 UTC
RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICER
Exercise / conversionRestricted Stock Unit · Derivative 10,304 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-003723 · form4-03012023_080312.xml · derivative · entry 3

RABINOWITZ DANIEL · CIK 0001857843 · SEC. AND CHIEF LEGAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,304 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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The RSUs vested when the Issuer achieved a specified annual revenue.

F3 · derivative.expiration_date: The RSUs vested when the Issuer achieved a specified annual revenue.

Read SEC document
February 27, 2023 Filed Mar 2, 2023 01:05 UTC
RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICER
Exercise / conversionCommon Stock 10,304 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-003723 · form4-03012023_080312.xml · nonDerivative · entry 1

RABINOWITZ DANIEL · CIK 0001857843 · SEC. AND CHIEF LEGAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 190,197

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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 01, 2023 Filed Feb 2, 2023 02:50 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
SaleCommon Stock 4,152 $44.35 $184,152.00
Disclosure

SEC source: 0001415889-23-001757 · form4-02012023_090202.xml · nonDerivative · entry 6

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,664

F1 · kind: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2022.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.24 to $44.59 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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February 01, 2023 Filed Feb 2, 2023 02:50 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
SaleCommon Stock 10,413 $43.81 $456,203.94
Disclosure

SEC source: 0001415889-23-001757 · form4-02012023_090202.xml · nonDerivative · entry 5

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,816

F1 · kind: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2022.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.24 to $44.23 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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February 01, 2023 Filed Feb 2, 2023 02:50 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
SaleCommon Stock 4,761 $42.81 $203,796.03
Disclosure

SEC source: 0001415889-23-001757 · form4-02012023_090202.xml · nonDerivative · entry 4

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,229

F1 · kind: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2022.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.24 to $43.22 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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January 31, 2023 Filed Feb 2, 2023 02:50 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
SaleCommon Stock 35,000 $42.33 $1,481,560.50
Disclosure

SEC source: 0001415889-23-001757 · form4-02012023_090202.xml · nonDerivative · entry 3

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,990

F1 · kind: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2022.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.3323 to $42.3275 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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January 30, 2023 Filed Feb 2, 2023 02:50 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
SaleCommon Stock 1,509 $43.14 $65,098.26
Disclosure

SEC source: 0001415889-23-001757 · form4-02012023_090202.xml · nonDerivative · entry 2

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 103,990

F1 · kind: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2022.

Read SEC document
January 30, 2023 Filed Feb 2, 2023 02:50 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
SaleCommon Stock 47,188 $42.05 $1,984,227.09
Disclosure

SEC source: 0001415889-23-001757 · form4-02012023_090202.xml · nonDerivative · entry 1

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,499

F1 · kind: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2022.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.0396 to $42.1307 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
January 27, 2023 Filed Feb 1, 2023 02:30 UTC
Chapman Steven LeonardDirector · CEO AND PRESIDENT
GrantCommon Stock 127,265 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-001701 · form4-01312023_090130.xml · nonDerivative · entry 1

Chapman Steven Leonard · CIK 0001711968 · Director · CEO AND PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 231,044

F1 · shares: Represents the issuance of Restricted Stock Units ("RSUs") to the Reporting Person. The RSUs vest over four years. 25% of the RSUs vest on January 27, 2024 and the remaining RSUs vest in 12 equal quarterly installments thereafter.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
January 27, 2023 Filed Feb 1, 2023 02:30 UTC
Brophy Michael BurkesCHIEF FINANCIAL OFFICER
GrantCommon Stock 49,664 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-001697 · form4-01312023_090111.xml · nonDerivative · entry 1

Brophy Michael Burkes · CIK 0001697362 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 152,687

F1 · shares: Represents the issuance of Restricted Stock Units ("RSUs") to the Reporting Person. The RSUs vest over four years. 25% of the RSUs vest on January 27, 2024 and the remaining RSUs vest in 12 equal quarterly installments thereafter.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
January 27, 2023 Filed Jan 31, 2023 21:30 UTC
Schueren Robert AlanCHIEF OPERATING OFFICER
GrantCommon Stock 19,865 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-001698 · form4-01312023_090116.xml · nonDerivative · entry 1

Schueren Robert Alan · CIK 0001597341 · CHIEF OPERATING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,091

F1 · shares: Represents the issuance of Restricted Stock Units ("RSUs") to the Reporting Person. The RSUs vest over four years. 25% of the RSUs vest on January 27, 2024 and the remaining RSUs vest in 12 equal quarterly installments thereafter.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
January 27, 2023 Filed Feb 1, 2023 02:30 UTC
Sheena JonathanDirector · CO-FOUNDER
GrantCommon Stock 6,208 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-001700 · form4-01312023_090126.xml · nonDerivative · entry 1

Sheena Jonathan · CIK 0001646649 · Director · CO-FOUNDER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 526,824

F1 · shares: Represents the issuance of Restricted Stock Units ("RSUs") to the Reporting Person. The RSUs vest over four years. 25% of the RSUs vest on January 27, 2024 and the remaining RSUs vest in 12 equal quarterly installments thereafter.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
January 27, 2023 Filed Feb 1, 2023 02:30 UTC
RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICER
GrantCommon Stock 31,040 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-23-001699 · form4-01312023_090121.xml · nonDerivative · entry 1

RABINOWITZ DANIEL · CIK 0001857843 · SEC. AND CHIEF LEGAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,893

F1 · shares: Represents the issuance of Restricted Stock Units ("RSUs") to the Reporting Person. The RSUs vest over four years. 25% of the RSUs vest on January 27, 2024 and the remaining RSUs vest in 12 equal quarterly installments thereafter.

F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
January 27, 2023 Filed Feb 1, 2023 02:30 UTC
Rabinowitz MatthewDirector · EXECUTIVE CHAIRMAN
GrantStock Option (right to buy) · Derivative 152,643 $0.00 Strike: $43.74 $0.00
Disclosure

SEC source: 0001415889-23-001696 · form4-01312023_090101.xml · derivative · entry 2

Rabinowitz Matthew · CIK 0001646382 · Director · EXECUTIVE CHAIRMAN

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 152,643

Underlying: Common Stock · 152,643 shares

Expires 2033-01-26

F2 · derivative.exercise_date: The option shares shall vest in tranches upon the Company meeting specified annual revenue milestones.

Read SEC document
January 27, 2023 Filed Feb 1, 2023 02:30 UTC
Rabinowitz MatthewDirector · EXECUTIVE CHAIRMAN
GrantStock Option (right to buy) · Derivative 152,643 $0.00 Strike: $43.74 $0.00
Disclosure

SEC source: 0001415889-23-001696 · form4-01312023_090101.xml · derivative · entry 1

Rabinowitz Matthew · CIK 0001646382 · Director · EXECUTIVE CHAIRMAN

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 152,643

Underlying: Common Stock · 152,643 shares

Expires 2033-01-26

F1 · derivative.exercise_date: The option shares vest over four years. 25% of the option shares vest and become exercisable on January 27, 2024 and the remaining shares vest in thirty-six (36) equal monthly installments thereafter.

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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.