Last 12 months
Inside the activity.
0 purchase rows · 10 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 7 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 3 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 01, 2021 Filed Feb 3, 2021 20:04 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Exercise / conversionResricted Stock Units · Derivative | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000013 · wf-form4_161240064933084.xml · derivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,829 Underlying: Common Stock · 2,915 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 represents the right to receive at settlement, one share of common stock. F4 · derivative.exercise_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service with the Issuer on each vesting date. F4 · derivative.expiration_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service with the Issuer on each vesting date. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 20:04 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Tax withholdingCommon Stock | 120 | $16.22 | $1,946.40 |
DisclosureSEC source: 0001538716-21-000013 · wf-form4_161240064933084.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,025 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 20:04 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Exercise / conversionCommon Stock | 291 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000013 · wf-form4_161240064933084.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,145 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 represents the right to receive at settlement, one share of common stock. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 20:04 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Tax withholdingCommon Stock | 1,198 | $16.22 | $19,431.56 |
DisclosureSEC source: 0001538716-21-000013 · wf-form4_161240064933084.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,854 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 20:04 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Exercise / conversionCommon Stock | 2,915 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000013 · wf-form4_161240064933084.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,052 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 represents the right to receive at settlement, one share of common stock. Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 01:07 UTC |
Vazquez RaulDirector · Chief Executive Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 9,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000015 · wf-form4_161240080508159.xml · derivative · entry 5 Vazquez Raul · CIK 0001578544 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,032 Underlying: Common Stock · 9,516 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. F5 · derivative.exercise_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service with the Issuer on each vesting date. F5 · derivative.expiration_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service with the Issuer on each vesting date. Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 01:07 UTC |
Vazquez RaulDirector · Chief Executive Officer
|
Tax withholdingCommon Stock | 3,656 | $16.22 | $59,300.32 |
DisclosureSEC source: 0001538716-21-000015 · wf-form4_161240080508159.xml · nonDerivative · entry 3 Vazquez Raul · CIK 0001578544 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,062 F3 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 01:07 UTC |
Vazquez RaulDirector · Chief Executive Officer
|
Exercise / conversionCommon Stock | 9,516 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000015 · wf-form4_161240080508159.xml · nonDerivative · entry 2 Vazquez Raul · CIK 0001578544 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,718 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 restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 01:01 UTC |
Needham David AnthonyChief Technology Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 1,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000011 · wf-form4_161240047201816.xml · derivative · entry 3 Needham David Anthony · CIK 0001786953 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,887 Underlying: Common Stock · 1,943 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 represents the right to receive at settlement, one share of common stock. F3 · derivative.exercise_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service with the Issuer on each vesting date. F3 · derivative.expiration_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service with the Issuer on each vesting date. Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 01:01 UTC |
Needham David AnthonyChief Technology Officer
|
Tax withholdingCommon Stock | 799 | $16.22 | $12,959.78 |
DisclosureSEC source: 0001538716-21-000011 · wf-form4_161240047201816.xml · nonDerivative · entry 2 Needham David Anthony · CIK 0001786953 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,615 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 01:01 UTC |
Needham David AnthonyChief Technology Officer
|
Exercise / conversionCommon Stock | 1,943 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000011 · wf-form4_161240047201816.xml · nonDerivative · entry 1 Needham David Anthony · CIK 0001786953 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,414 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 represents the right to receive at settlement, one share of common stock. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 18:55 UTC |
Williams R NeilDirector
|
GrantCommon Stock | 839 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000003 · wf-form4_160989089174482.xml · nonDerivative · entry 1 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,833 F1 · shares: The shares represent a fully vested restricted stock unit award. The Reporting Person has elected to defer delivery of the shares, pursuant to the Restricted Stock Unit Award Grant Notice (Non-Employee Director) and Restricted Stock Unit Award Agreement and the deferral election form, subject to compliance with the Internal Revenue Code Section 409A. The shares will be delivered in a lump sum on the earlier of: (i) January 30 of the calendar year following the Reporting Person's separation of service from the Issuer or (ii) January 30, 2025. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 19:09 UTC |
STROHM DAVID NDirector
|
GrantCommon Stock | 807 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000009 · wf-form4_160989173745188.xml · nonDerivative · entry 2 STROHM DAVID N · CIK 0001182820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,642 F3 · shares: The shares represent a fully vested restricted stock unit award. The Reporting Person has elected to defer delivery of the shares, pursuant to the Restricted Stock Unit Award Grant Notice (Non-Employee Director) and Restricted Stock Unit Award Agreement and the deferral election form, subject to compliance with the Internal Revenue Code Section 409A. The shares will be delivered in a lump sum on January 30 of the calendar year following the Reporting Person's separation of service from the Issuer. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 19:06 UTC |
PASCARELLA CARLDirector
|
GrantCommon Stock | 1,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000007 · wf-form4_160989156430595.xml · nonDerivative · entry 1 PASCARELLA CARL · CIK 0001251447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,238 F1 · shares: The shares represent a fully vested restricted stock unit award. The Reporting Person has elected to defer delivery of the shares, pursuant to the Restricted Stock Unit Award Grant Notice (Non-Employee Director) and Restricted Stock Unit Award Agreement and the deferral election form, subject to compliance with the Internal Revenue Code Section 409A. The shares will be delivered in equal annual installments over two years beginning on the earlier of: (i) January 30 of the calendar year following the Reporting Person's separation of service from the Issuer or (ii) January 30, 2025. Read SEC document |
| December 30, 2020 Filed Dec 31, 2020 23:29 UTC |
Needham David AnthonyChief Technology Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 114 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000203 · wf-form4_160945737511759.xml · derivative · entry 3 Needham David Anthony · CIK 0001786953 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114 Underlying: Common Stock · 114 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 represents the right to receive at settlement, one share of common stock. F3 · derivative.exercise_date: The restricted stock units vest over four years from March 3, 2017 with twenty-five percent vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F3 · derivative.expiration_date: The restricted stock units vest over four years from March 3, 2017 with twenty-five percent vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. Read SEC document |
| December 30, 2020 Filed Dec 31, 2020 23:29 UTC |
Needham David AnthonyChief Technology Officer
|
Tax withholdingCommon Stock | 40 | $19.09 | $763.60 |
DisclosureSEC source: 0001538716-20-000203 · wf-form4_160945737511759.xml · nonDerivative · entry 2 Needham David Anthony · CIK 0001786953 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,471 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| December 30, 2020 Filed Dec 31, 2020 23:29 UTC |
Needham David AnthonyChief Technology Officer
|
Exercise / conversionCommon Stock | 114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000203 · wf-form4_160945737511759.xml · nonDerivative · entry 1 Needham David Anthony · CIK 0001786953 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,511 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 represents the right to receive at settlement, one share of common stock. Read SEC document |
| December 30, 2020 Filed Dec 31, 2020 23:26 UTC |
Aristei JoanGC & Chief Risk Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 846 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000201 · wf-form4_160945718907311.xml · derivative · entry 3 Aristei Joan · CIK 0001786293 · GC & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 847 Underlying: Common Stock · 846 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 represents the right to receive at settlement, one share of common stock. F3 · derivative.exercise_date: The restricted stock units vest over four years from March 3, 2017 with twenty-five percent vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F3 · derivative.expiration_date: The restricted stock units vest over four years from March 3, 2017 with twenty-five percent vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. Read SEC document |
| December 30, 2020 Filed Dec 31, 2020 23:26 UTC |
Aristei JoanGC & Chief Risk Officer
|
Tax withholdingCommon Stock | 293 | $19.09 | $5,593.37 |
DisclosureSEC source: 0001538716-20-000201 · wf-form4_160945718907311.xml · nonDerivative · entry 2 Aristei Joan · CIK 0001786293 · GC & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,412 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| December 30, 2020 Filed Dec 31, 2020 23:26 UTC |
Aristei JoanGC & Chief Risk Officer
|
Exercise / conversionCommon Stock | 846 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000201 · wf-form4_160945718907311.xml · nonDerivative · entry 1 Aristei Joan · CIK 0001786293 · GC & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,705 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 represents the right to receive at settlement, one share of common stock. Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 22:13 UTC |
Kirscht PatrickChief Credit Officer
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $1.32 Strike: $1.32 | $13,200.00 |
DisclosureSEC source: 0001538716-20-000199 · wf-form4_160867519227906.xml · derivative · entry 2 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,638 Underlying: Common Stock · 10,000 shares Expires 2022-08-01 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 option is fully vested. Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 22:13 UTC |
Kirscht PatrickChief Credit Officer
|
Exercise / conversionCommon Stock | 10,000 | $1.32 | $13,200.00 |
DisclosureSEC source: 0001538716-20-000199 · wf-form4_160867519227906.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,917 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 |
| December 15, 2020 Filed Dec 16, 2020 17:08 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 15,909 | $4.40 Strike: $4.40 | $69,999.60 |
DisclosureSEC source: 0001538716-20-000197 · wf-form4_160815649690844.xml · derivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,545 Underlying: Common Stock · 15,909 shares Expires 2023-07-24 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_date: The option is fully vested. Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 17:08 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Exercise / conversionCommon Stock | 15,909 | $4.40 | $69,999.60 |
DisclosureSEC source: 0001538716-20-000197 · wf-form4_160815649690844.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,137 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 |
| December 14, 2020 Filed Jan 5, 2021 19:09 UTC |
STROHM DAVID NDirector
|
GiftCommon Stock | 239,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000009 · wf-form4_160989173745188.xml · nonDerivative · entry 1 STROHM DAVID N · CIK 0001182820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 271,160 F1 · shares: This transaction involved a gift of securities by the Reporting Person to trusts for the benefit of his children and the offspring of his children. The Reporting Person is not a trustee of such trusts and has no pecuniary interest or investment discretion. F2 · ownership.nature: The shares are held by Mapache Investments L.P. Mr. Strohm is the General Partner of Mapache Investments, L.P. and has voting and investment control over these shares. Read SEC document |
| December 14, 2020 Filed Feb 4, 2021 01:07 UTC |
Vazquez RaulDirector · Chief Executive Officer
|
GiftCommon Stock | 172,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000015 · wf-form4_161240080508159.xml · nonDerivative · entry 1 Vazquez Raul · CIK 0001578544 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,202 F1 · shares: This transaction involved a transfer of securities by the Reporting Person to a family trust for which the Reporting Person is the Trustee. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 16:53 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 852 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000189 · wf-form4_160694600842713.xml · derivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 852 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 represents the right to receive at settlement, one share of common stock. F4 · derivative.exercise_date: The restricted stock units vest over four years from November 30, 2016 with 1/4 of the restricted stock units vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F4 · derivative.expiration_date: The restricted stock units vest over four years from November 30, 2016 with 1/4 of the restricted stock units vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 16:53 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Tax withholdingCommon Stock | 295 | $16.91 | $4,988.45 |
DisclosureSEC source: 0001538716-20-000189 · wf-form4_160694600842713.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,228 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 16:53 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Exercise / conversionCommon Stock | 852 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000189 · wf-form4_160694600842713.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,523 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 represents the right to receive at settlement, one share of common stock. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 22:01 UTC |
Vazquez RaulDirector · Chief Executive Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000195 · wf-form4_160694650369915.xml · derivative · entry 3 Vazquez Raul · CIK 0001578544 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,636 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 represents the right to receive at settlement, one share of common stock. F3 · derivative.exercise_date: The restricted stock units vest over four years from November 30, 2016 with twenty-five percent vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F3 · derivative.expiration_date: The restricted stock units vest over four years from November 30, 2016 with twenty-five percent vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 22:01 UTC |
Vazquez RaulDirector · Chief Executive Officer
|
Tax withholdingCommon Stock | 1,803 | $16.91 | $30,488.73 |
DisclosureSEC source: 0001538716-20-000195 · wf-form4_160694650369915.xml · nonDerivative · entry 2 Vazquez Raul · CIK 0001578544 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470,066 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 22:01 UTC |
Vazquez RaulDirector · Chief Executive Officer
|
Exercise / conversionCommon Stock | 3,636 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000195 · wf-form4_160694650369915.xml · nonDerivative · entry 1 Vazquez Raul · CIK 0001578544 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,869 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 represents the right to receive at settlement, one share of common stock. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 21:59 UTC |
Needham David AnthonyChief Technology Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 341 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000193 · wf-form4_160694633750488.xml · derivative · entry 3 Needham David Anthony · CIK 0001786953 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 341 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 represents the right to receive at settlement, one share of common stock. F3 · derivative.exercise_date: The restricted stock units vest over four years from November 30, 2016 with twenty-five percent vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F3 · derivative.expiration_date: The restricted stock units vest over four years from November 30, 2016 with twenty-five percent vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 21:59 UTC |
Needham David AnthonyChief Technology Officer
|
Tax withholdingCommon Stock | 118 | $16.91 | $1,995.38 |
DisclosureSEC source: 0001538716-20-000193 · wf-form4_160694633750488.xml · nonDerivative · entry 2 Needham David Anthony · CIK 0001786953 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,397 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 21:59 UTC |
Needham David AnthonyChief Technology Officer
|
Exercise / conversionCommon Stock | 341 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000193 · wf-form4_160694633750488.xml · nonDerivative · entry 1 Needham David Anthony · CIK 0001786953 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,515 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 represents the right to receive at settlement, one share of common stock. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 21:56 UTC |
Kirscht PatrickChief Credit Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 1,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000191 · wf-form4_160694619224075.xml · derivative · entry 3 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,136 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 represents the right to receive at settlement, one share of common stock. F3 · derivative.exercise_date: The restricted stock units vest over four years from November 30, 2016 with twenty-five percent vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F3 · derivative.expiration_date: The restricted stock units vest over four years from November 30, 2016 with twenty-five percent vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 21:56 UTC |
Kirscht PatrickChief Credit Officer
|
Tax withholdingCommon Stock | 390 | $16.91 | $6,594.90 |
DisclosureSEC source: 0001538716-20-000191 · wf-form4_160694619224075.xml · nonDerivative · entry 2 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,917 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 21:56 UTC |
Kirscht PatrickChief Credit Officer
|
Exercise / conversionCommon Stock | 1,136 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000191 · wf-form4_160694619224075.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,307 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 represents the right to receive at settlement, one share of common stock. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 21:50 UTC |
Aristei JoanGC & Chief Risk Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 284 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000187 · wf-form4_160694582650547.xml · derivative · entry 3 Aristei Joan · CIK 0001786293 · GC & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 284 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 represents the right to receive at settlement, one share of common stock. F3 · derivative.exercise_date: The restricted stock units vest over four years from November 30, 2016 with twenty-five percent vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F3 · derivative.expiration_date: The restricted stock units vest over four years from November 30, 2016 with twenty-five percent vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 21:50 UTC |
Aristei JoanGC & Chief Risk Officer
|
Tax withholdingCommon Stock | 99 | $16.91 | $1,674.09 |
DisclosureSEC source: 0001538716-20-000187 · wf-form4_160694582650547.xml · nonDerivative · entry 2 Aristei Joan · CIK 0001786293 · GC & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,859 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 21:50 UTC |
Aristei JoanGC & Chief Risk Officer
|
Exercise / conversionCommon Stock | 284 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000187 · wf-form4_160694582650547.xml · nonDerivative · entry 1 Aristei Joan · CIK 0001786293 · GC & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,958 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 represents the right to receive at settlement, one share of common stock. Read SEC document |
| November 25, 2020 Filed Nov 26, 2020 00:08 UTC |
Needham David AnthonyChief Technology Officer
|
SaleCommon Stock | 21,000 | $17.98 | $377,475.00 |
DisclosureSEC source: 0001786953-20-000013 · wf-form4_160634932366179.xml · nonDerivative · entry 1 Needham David Anthony · CIK 0001786953 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,174 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $17.52 to $18.39 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to 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 set forth in this footnote. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 21:45 UTC |
Kirscht PatrickChief Credit Officer
|
SaleCommon Stock | 8,229 | $18.00 | $148,122.00 |
DisclosureSEC source: 0001786250-20-000012 · wf-form4_160634068935775.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,171 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on 12/13/2019. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 19:33 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 292 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000169 · wf-form4_160453638713379.xml · derivative · entry 7 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874 Underlying: Common Stock · 292 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 represents the right to receive at settlement, one share of common stock. F4 · derivative.exercise_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. F4 · derivative.expiration_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 19:33 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Exercise / conversionResricted Stock Units · Derivative | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000169 · wf-form4_160453638713379.xml · derivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,744 Underlying: Common Stock · 2,915 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 represents the right to receive at settlement, one share of common stock. F4 · derivative.exercise_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. F4 · derivative.expiration_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 19:33 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Tax withholdingCommon Stock | 101 | $13.30 | $1,343.30 |
DisclosureSEC source: 0001538716-20-000169 · wf-form4_160453638713379.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,671 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 19:33 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Exercise / conversionCommon Stock | 292 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000169 · wf-form4_160453638713379.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,772 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 represents the right to receive at settlement, one share of common stock. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 19:33 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Tax withholdingCommon Stock | 1,009 | $13.30 | $13,419.70 |
DisclosureSEC source: 0001538716-20-000169 · wf-form4_160453638713379.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,480 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 19:33 UTC |
COBLENTZ JONATHAN AARONCFO & Chief Admin Officer
|
Exercise / conversionCommon Stock | 2,915 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000169 · wf-form4_160453638713379.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,489 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 represents the right to receive at settlement, one share of common stock. Read SEC document |
| November 02, 2020 Filed Nov 5, 2020 00:29 UTC |
Needham David AnthonyChief Technology Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 1,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000166 · wf-form4_160453615279660.xml · derivative · entry 3 Needham David Anthony · CIK 0001786953 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,830 Underlying: Common Stock · 1,943 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 represents the right to receive at settlement, one share of common stock. F3 · derivative.exercise_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. F3 · derivative.expiration_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. 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.