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NYSE · USD

OSCR

Oscar Health, Inc.

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Tapewire entity
3582
SEC CIK
0001568651
Parsed reports
314

Last 12 months

Inside the activity.

1 purchase rows · 62 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202506
Jan 202604
Feb 202600
Mar 202605
Apr 202610
May 202603
Jun 2026030
Jul 202603
Aug 202603
Sep 202606
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 15, 2023 Filed Aug 17, 2023 20:26 UTC
Schlosser MarioDirector · President of Technology & CTO
SaleClass A Common Stock 235,000 $6.91 $1,624,578.50
Disclosure

SEC source: 0001562180-23-006412 · primarydocument.xml · nonDerivative · entry 2

Schlosser Mario · CIK 0001844320 · Director · President of Technology & CTO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,317

F2 · shares: The sale was effected to cover the cost of exercise and to satisfy the Reporting Person's tax withholding obligation arising from the stock option exercise reported above.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.84 to $6.96, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price at which the transactions were effected.

Read SEC document
August 15, 2023 Filed Aug 17, 2023 20:26 UTC
Schlosser MarioDirector · President of Technology & CTO
ConversionClass A Common Stock 235,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-006412 · primarydocument.xml · nonDerivative · entry 1

Schlosser Mario · CIK 0001844320 · Director · President of Technology & CTO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 292,317

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: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, subject to certain exceptions, and will mandatorily convert into Class A common stock on the date that is seven years from the date of the prospectus used in connection with the Issuer's initial public offering and upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation.

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July 14, 2023 Filed Jul 18, 2023 20:14 UTC GrantDeferred Stock Unit · Derivative 3,980 $7.85 $31,243.00
Disclosure

SEC source: 0001562180-23-005950 · primarydocument.xml · derivative · entry 1

BOYD JEFFERY H · CIK 0001214606 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,976

Underlying: Class A Common Stock · 3,980 shares

Expires not disclosed

F1 · derivative.exercise_price: Each deferred stock unit represents a right to receive one share of the Issuer's Class A common stock.

F2 · price: The Reporting Person elected, pursuant to the Issuer's Deferred Compensation Plan for Directors, to receive deferred stock units in lieu of cash retainer payments for service on the Issuer's board of directors. The price of the deferred stock units reported herein represents the closing price of the Issuer's Class A common stock on July 14, 2023, which price was used to calculate the number of deferred stock units issued to the Reporting Person.

F3 · derivative.exercise_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of cash retainer payment are 100% vested on the grant date.

F3 · derivative.expiration_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of cash retainer payment are 100% vested on the grant date.

Read SEC document
June 08, 2023 Filed Jun 12, 2023 20:16 UTC
Lang Laura WDirector
GrantClass A Common Stock 19,751 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005076 · primarydocument.xml · nonDerivative · entry 1

Lang Laura W · CIK 0001296589 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,257

F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Oscar Health, Inc. (the "Issuer") Class A common stock. The RSUs vest on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the next annual meeting of stockholders of the Issuer following the grant date, subject to continued service through the applicable vesting date. To the extent vested, RSUs will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability.

Read SEC document
June 08, 2023 Filed Jun 12, 2023 20:15 UTC GrantClass A Common Stock 19,751 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005074 · primarydocument.xml · nonDerivative · entry 1

WITTMAN VANESSA AMES · CIK 0001229265 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,538

F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Oscar Health, Inc. (the "Issuer") Class A common stock. The RSUs vest on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the next annual meeting of stockholders of the Issuer following the grant date, subject to continued service through the applicable vesting date.

Read SEC document
June 08, 2023 Filed Jun 12, 2023 20:16 UTC GrantClass A Common Stock 19,751 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005077 · primarydocument.xml · nonDerivative · entry 1

BOYD JEFFERY H · CIK 0001214606 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,538

F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Oscar Health, Inc. (the "Issuer") Class A common stock. The RSUs vest on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the next annual meeting of stockholders of the Issuer following the grant date, subject to continued service through the applicable vesting date. To the extent vested, RSUs will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability.

Read SEC document
June 08, 2023 Filed Jun 12, 2023 20:17 UTC GrantClass A Common Stock 19,751 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005079 · primarydocument.xml · nonDerivative · entry 1

Robinson Elbert O. Jr. · CIK 0001844223 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,538

F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Oscar Health, Inc. (the "Issuer") Class A common stock. The RSUs vest on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the next annual meeting of stockholders of the Issuer following the grant date, subject to continued service through the applicable vesting date. To the extent vested, RSUs will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability.

Read SEC document
June 08, 2023 Filed Jun 12, 2023 20:16 UTC GrantClass A Common Stock 19,751 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005078 · primarydocument.xml · nonDerivative · entry 1

Plouffe David · CIK 0001844229 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,538

F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Oscar Health, Inc. (the "Issuer") Class A common stock. The RSUs vest on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the next annual meeting of stockholders of the Issuer following the grant date, subject to continued service through the applicable vesting date. To the extent vested, RSUs will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability.

Read SEC document
June 08, 2023 Filed Jun 12, 2023 20:15 UTC GrantClass A Common Stock 19,751 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005075 · primarydocument.xml · nonDerivative · entry 1

Gassen William · CIK 0001954883 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,257

F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Oscar Health, Inc. (the "Issuer") Class A common stock. The RSUs vest on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the next annual meeting of stockholders of the Issuer following the grant date, subject to continued service through the applicable vesting date.

Read SEC document
June 06, 2023 Filed Jun 7, 2023 16:15 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
SaleClass A Common Stock 11,859 $8.39 $99,551.56
Disclosure

SEC source: 0001562180-23-004925 · primarydocument.xml · nonDerivative · entry 2

Quane Alessandrea C. · CIK 0001667819 · EVP, Chief Insurance Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 232,789

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.28 to $8.59, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price at which the transactions were effected.

Read SEC document
June 06, 2023 Filed Jun 7, 2023 20:15 UTC
Blackley Richard ScottChief Transformation Officer
SaleClass A Common Stock 23,955 $8.39 $201,092.64
Disclosure

SEC source: 0001562180-23-004926 · primarydocument.xml · nonDerivative · entry 2

Blackley Richard Scott · CIK 0001525020 · Chief Transformation Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 437,975

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.28 to $8.59, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price at which the transactions were effected.

Read SEC document
June 05, 2023 Filed Jun 7, 2023 16:15 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
Exercise / conversionRestricted Stock Units · Derivative 31,250 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004925 · primarydocument.xml · derivative · entry 3

Quane Alessandrea C. · CIK 0001667819 · EVP, Chief Insurance Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 187,500

Underlying: Class A Common Stock · 31,250 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 a contingent right to receive one share of Class A common stock.

F4 · derivative.exercise_date: The restricted stock units vested with respect to 25% of the shares on December 5, 2021, and with respect to the remaining shares in 12 equal quarterly installments thereafter.

F4 · derivative.expiration_date: The restricted stock units vested with respect to 25% of the shares on December 5, 2021, and with respect to the remaining shares in 12 equal quarterly installments thereafter.

Read SEC document
June 05, 2023 Filed Jun 7, 2023 16:15 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
Exercise / conversionClass A Common Stock 31,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-004925 · primarydocument.xml · nonDerivative · entry 1

Quane Alessandrea C. · CIK 0001667819 · EVP, Chief Insurance Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 244,648

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 a contingent right to receive one share of Class A common stock.

Read SEC document
June 05, 2023 Filed Jun 7, 2023 20:15 UTC
Blackley Richard ScottChief Transformation Officer
Exercise / conversionRestricted Stock Units · Derivative 62,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-004926 · primarydocument.xml · derivative · entry 3

Blackley Richard Scott · CIK 0001525020 · Chief Transformation Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 375,000

Underlying: Class A Common Stock · 62,500 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 a contingent right to receive one share of Class A common stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock.

F4 · derivative.exercise_date: The restricted stock units vested with respect to 25% of the shares on December 5, 2021, and with respect to the remaining shares in 12 equal quarterly installments thereafter.

F4 · derivative.expiration_date: The restricted stock units vested with respect to 25% of the shares on December 5, 2021, and with respect to the remaining shares in 12 equal quarterly installments thereafter.

Read SEC document
June 05, 2023 Filed Jun 7, 2023 20:15 UTC
Blackley Richard ScottChief Transformation Officer
Exercise / conversionClass A Common Stock 62,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-004926 · primarydocument.xml · nonDerivative · entry 1

Blackley Richard Scott · CIK 0001525020 · Chief Transformation Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 461,930

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 a contingent right to receive one share of Class A common stock.

Read SEC document
June 02, 2023 Filed Jun 5, 2023 20:16 UTC
Baltrus VictoriaChief Accounting Officer
SaleClass A Common Stock 5,267 $7.15 $37,659.05
Disclosure

SEC source: 0001562180-23-004777 · primarydocument.xml · nonDerivative · entry 4

Baltrus Victoria · CIK 0001911946 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,288

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

Read SEC document
June 02, 2023 Filed Jun 5, 2023 16:16 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
SaleClass A Common Stock 16,324 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004779 · primarydocument.xml · nonDerivative · entry 3

Quane Alessandrea C. · CIK 0001667819 · EVP, Chief Insurance Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 213,398

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

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

Read SEC document
June 02, 2023 Filed Jun 5, 2023 21:32 UTC
Sankaran SidDirector · Interim CFO
SaleClass A Common Stock 137,826 $7.15 $985,455.90
Disclosure

SEC source: 0001562180-23-004834 · primarydocument.xml · nonDerivative · entry 2

Sankaran Sid · CIK 0001509066 · Director · Interim CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 207,474

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

Read SEC document
June 02, 2023 Filed Jun 5, 2023 20:17 UTC
Blackley Richard ScottChief Transformation Officer
SaleClass A Common Stock 14,683 $7.15 $104,983.45
Disclosure

SEC source: 0001562180-23-004781 · primarydocument.xml · nonDerivative · entry 3

Blackley Richard Scott · CIK 0001525020 · Chief Transformation Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 399,430

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

Read SEC document
June 02, 2023 Filed Jun 5, 2023 20:16 UTC
Bopitiya RanmaliEVP & Chief Legal Officer
SaleClass A Common Stock 11,597 $7.15 $82,918.55
Disclosure

SEC source: 0001562180-23-004780 · primarydocument.xml · nonDerivative · entry 3

Bopitiya Ranmali · CIK 0001908069 · EVP & Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 81,313

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

Read SEC document
June 02, 2023 Filed Aug 15, 2023 16:18 UTC Amendment
Quane Alessandrea C.EVP, Chief Insurance Officer
SaleClass A Common Stock 16,324 $7.15 $116,716.60
Disclosure

SEC source: 0001562180-23-006350 · primarydocument.xml · nonDerivative · entry 1

Quane Alessandrea C. · CIK 0001667819 · EVP, Chief Insurance Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 213,398

F1 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

F2 · price: On June 5, 2023, the Reporting Person filed a Form 4 that inadvertently reported an incorrect price in Column 4, which was mischaracterized as a weighted average price. The price for this transaction is corrected in Column 4 of this amendment.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:16 UTC
Baltrus VictoriaChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 7,499 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004777 · primarydocument.xml · derivative · entry 7

Baltrus Victoria · CIK 0001911946 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 82,496

Underlying: Class A Common Stock · 7,499 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 a contingent right to receive one share of Class A common stock.

F5 · derivative.exercise_date: The restricted stock units vest in twelve equal quarterly installments beginning on June 1, 2023.

F5 · derivative.expiration_date: The restricted stock units vest in twelve equal quarterly installments beginning on June 1, 2023.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:16 UTC
Baltrus VictoriaChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 4,811 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004777 · primarydocument.xml · derivative · entry 6

Baltrus Victoria · CIK 0001911946 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,297

Underlying: Class A Common Stock · 4,811 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 a contingent right to receive one share of Class A common stock.

F4 · derivative.exercise_date: The restricted stock units vested with respect to 25% of the shares on September 1, 2022, and will vest with respect to the remaining shares in 12 equal quarterly installments thereafter.

F4 · derivative.expiration_date: The restricted stock units vested with respect to 25% of the shares on September 1, 2022, and will vest with respect to the remaining shares in 12 equal quarterly installments thereafter.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:16 UTC
Baltrus VictoriaChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 4,120 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004777 · primarydocument.xml · derivative · entry 5

Baltrus Victoria · CIK 0001911946 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,842

Underlying: Class A Common Stock · 4,120 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 a contingent right to receive one share of Class A common stock.

F3 · derivative.exercise_date: The restricted stock units vest in twelve equal quarterly installments beginning on June 1, 2022.

F3 · derivative.expiration_date: The restricted stock units vest in twelve equal quarterly installments beginning on June 1, 2022.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:16 UTC
Baltrus VictoriaChief Accounting Officer
Exercise / conversionClass A Common Stock 7,499 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-004777 · primarydocument.xml · nonDerivative · entry 3

Baltrus Victoria · CIK 0001911946 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,555

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 a contingent right to receive one share of Class A common stock.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:16 UTC
Baltrus VictoriaChief Accounting Officer
Exercise / conversionClass A Common Stock 4,811 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-004777 · primarydocument.xml · nonDerivative · entry 2

Baltrus Victoria · CIK 0001911946 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 35,056

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 a contingent right to receive one share of Class A common stock.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:16 UTC
Baltrus VictoriaChief Accounting Officer
Exercise / conversionClass A Common Stock 4,120 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-004777 · primarydocument.xml · nonDerivative · entry 1

Baltrus Victoria · CIK 0001911946 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,245

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 a contingent right to receive one share of Class A common stock.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:16 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
Exercise / conversionRestricted Stock Units · Derivative 34,379 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004779 · primarydocument.xml · derivative · entry 5

Quane Alessandrea C. · CIK 0001667819 · EVP, Chief Insurance Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 515,694

Underlying: Class A Common Stock · 34,379 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 a contingent right to receive one share of Class A common stock.

F5 · derivative.exercise_date: The restricted stock units vest over a four-year period in 16 equal quarterly installments beginning on June 1, 2023.

F5 · derivative.expiration_date: The restricted stock units vest over a four-year period in 16 equal quarterly installments beginning on June 1, 2023.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:16 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
Exercise / conversionRestricted Stock Units · Derivative 7,015 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004779 · primarydocument.xml · derivative · entry 4

Quane Alessandrea C. · CIK 0001667819 · EVP, Chief Insurance Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 63,142

Underlying: Class A Common Stock · 7,015 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 a contingent right to receive one share of Class A common stock.

F4 · derivative.exercise_date: The restricted stock units vest over a four-year period in 16 equal quarterly installments beginning on December 1, 2021.

F4 · derivative.expiration_date: The restricted stock units vest over a four-year period in 16 equal quarterly installments beginning on December 1, 2021.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:16 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
Exercise / conversionClass A Common Stock 34,379 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-004779 · primarydocument.xml · nonDerivative · entry 2

Quane Alessandrea C. · CIK 0001667819 · EVP, Chief Insurance Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 229,722

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 a contingent right to receive one share of Class A common stock.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:16 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
Exercise / conversionClass A Common Stock 7,015 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-004779 · primarydocument.xml · nonDerivative · entry 1

Quane Alessandrea C. · CIK 0001667819 · EVP, Chief Insurance Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 195,343

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 a contingent right to receive one share of Class A common stock.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 21:32 UTC
Sankaran SidDirector · Interim CFO
Exercise / conversionRestricted Stock Units · Derivative 227,848 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004834 · primarydocument.xml · derivative · entry 4

Sankaran Sid · CIK 0001509066 · Director · Interim CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 455,696

Underlying: Class A Common Stock · 227,848 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 a contingent right to receive one share of Class A common stock.

F4 · derivative.exercise_date: The restricted stock units vest in four equal quarterly installments over the one-year period beginning December 1, 2022.

F4 · derivative.expiration_date: The restricted stock units vest in four equal quarterly installments over the one-year period beginning December 1, 2022.

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June 01, 2023 Filed Jun 5, 2023 21:32 UTC
Sankaran SidDirector · Interim CFO
Exercise / conversionClass A Common Stock 227,848 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-004834 · primarydocument.xml · nonDerivative · entry 1

Sankaran Sid · CIK 0001509066 · Director · Interim CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 345,300

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 a contingent right to receive one share of Class A common stock.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:17 UTC
Blackley Richard ScottChief Transformation Officer
Exercise / conversionRestricted Stock Units · Derivative 37,577 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004781 · primarydocument.xml · derivative · entry 5

Blackley Richard Scott · CIK 0001525020 · Chief Transformation Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 563,666

Underlying: Class A Common Stock · 37,577 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 a contingent right to receive one share of Class A common stock.

F4 · derivative.exercise_date: The restricted stock units vest in sixteen equal quarterly installments beginning on June 1, 2023.

F4 · derivative.expiration_date: The restricted stock units vest in sixteen equal quarterly installments beginning on June 1, 2023.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:17 UTC
Blackley Richard ScottChief Transformation Officer
Exercise / conversionRestricted Stock Units · Derivative 7,015 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004781 · primarydocument.xml · derivative · entry 4

Blackley Richard Scott · CIK 0001525020 · Chief Transformation Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 63,142

Underlying: Class A Common Stock · 7,015 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 a contingent right to receive one share of Class A common stock.

F3 · derivative.exercise_date: The restricted stock units vest in sixteen equal quarterly installments beginning on December 1, 2021.

F3 · derivative.expiration_date: The restricted stock units vest in sixteen equal quarterly installments beginning on December 1, 2021.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:17 UTC
Blackley Richard ScottChief Transformation Officer
Exercise / conversionClass A Common Stock 37,577 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-004781 · primarydocument.xml · nonDerivative · entry 2

Blackley Richard Scott · CIK 0001525020 · Chief Transformation Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 414,113

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 represents a contingent right to receive one share of Class A common stock.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:17 UTC
Blackley Richard ScottChief Transformation Officer
Exercise / conversionClass A Common Stock 7,015 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-004781 · primarydocument.xml · nonDerivative · entry 1

Blackley Richard Scott · CIK 0001525020 · Chief Transformation Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 376,536

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 a contingent right to receive one share of Class A common stock.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:16 UTC
Bopitiya RanmaliEVP & Chief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 16,447 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004780 · primarydocument.xml · derivative · entry 5

Bopitiya Ranmali · CIK 0001908069 · EVP & Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 246,711

Underlying: Class A Common Stock · 16,447 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 a contingent right to receive one share of Class A common stock.

F4 · derivative.exercise_date: The restricted stock units vest over a four-year period in 16 equal quarterly installments beginning on June 1, 2023.

F4 · derivative.expiration_date: The restricted stock units vest over a four-year period in 16 equal quarterly installments beginning on June 1, 2023.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:16 UTC
Bopitiya RanmaliEVP & Chief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 20,425 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004780 · primarydocument.xml · derivative · entry 4

Bopitiya Ranmali · CIK 0001908069 · EVP & Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 224,673

Underlying: Class A Common Stock · 20,425 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 a contingent right to receive one share of Class A common stock.

F3 · derivative.exercise_date: The restricted stock units vest over a four-year period in 16 equal quarterly installments beginning on June 1, 2022.

F3 · derivative.expiration_date: The restricted stock units vest over a four-year period in 16 equal quarterly installments beginning on June 1, 2022.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:16 UTC
Bopitiya RanmaliEVP & Chief Legal Officer
Exercise / conversionClass A Common Stock 16,447 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-004780 · primarydocument.xml · nonDerivative · entry 2

Bopitiya Ranmali · CIK 0001908069 · EVP & Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 92,910

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 a contingent right to receive one share of Class A common stock.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:16 UTC
Bopitiya RanmaliEVP & Chief Legal Officer
Exercise / conversionClass A Common Stock 20,425 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-004780 · primarydocument.xml · nonDerivative · entry 1

Bopitiya Ranmali · CIK 0001908069 · EVP & Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,463

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 a contingent right to receive one share of Class A common stock.

Read SEC document
April 14, 2023 Filed Apr 18, 2023 20:33 UTC GrantDeferred Stock Unit · Derivative 4,936 $6.33 $31,244.88
Disclosure

SEC source: 0001562180-23-003601 · primarydocument.xml · derivative · entry 1

BOYD JEFFERY H · CIK 0001214606 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,996

Underlying: Class A Common Stock · 4,936 shares

Expires not disclosed

F1 · derivative.exercise_price: Each deferred stock unit represents a right to receive one share of the Issuer's Class A common stock.

F2 · price: The Reporting Person elected, pursuant to the Issuer's Deferred Compensation Plan for Directors, to receive deferred stock units in lieu of cash retainer payments for service on the Issuer's board of directors. The price of the deferred stock units reported herein represents the closing price of the Issuer's Class A common stock on April 14, 2023, which price was used to calculate the number of deferred stock units issued to the Reporting Person.

F3 · derivative.exercise_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of cash retainer payment are 100% vested on the grant date.

F3 · derivative.expiration_date: The deferred stock units will be settled for cash or shares of Class A common stock, in the Issuer's discretion, within 45 days of the first to occur of (i) termination of service; (ii) a change in control; (iii) death; or (iv) disability. Deferred stock units issued in lieu of cash retainer payment are 100% vested on the grant date.

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April 03, 2023 Filed Apr 5, 2023 21:24 UTC
Bertolini Mark TDirector · Chief Executive Officer
GrantRestricted Stock Units · Derivative 2,866,666 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-003445 · primarydocument.xml · derivative · entry 2

Bertolini Mark T · CIK 0001352552 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,866,666

Underlying: Class A Common Stock · 2,866,666 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock.

F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on April 3, 2024, subject to the Reporting Person's continued employment or service as the Chief Executive Officer or as a member of the Board of Directors through the applicable vesting date.

F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on April 3, 2024, subject to the Reporting Person's continued employment or service as the Chief Executive Officer or as a member of the Board of Directors through the applicable vesting date.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:24 UTC
Bertolini Mark TDirector · Chief Executive Officer
GrantPerformance Restricted Stock Units · Derivative 7,453,334 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-003445 · primarydocument.xml · derivative · entry 1

Bertolini Mark T · CIK 0001352552 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,453,334

Underlying: Class A Common Stock · 7,453,334 shares

Expires 2026-04-03

F1 · derivative.exercise_price: Each performance restricted stock unit represents a contingent right to receive one share of Class A common stock.

F2 · derivative.exercise_date: The performance restricted stock units vest upon the Issuer's Class A common stock achieving certain specified price per share targets ranging from $11 to $39 per share.

Read SEC document
March 30, 2023 Filed Apr 3, 2023 23:01 UTC
Baltrus VictoriaChief Accounting Officer
GrantRestricted Stock Units · Derivative 89,995 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-003280 · primarydocument.xml · derivative · entry 1

Baltrus Victoria · CIK 0001911946 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,995

Underlying: Class A Common Stock · 89,995 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock.

F2 · derivative.exercise_date: The restricted stock units will vest over a three-year period in 12 equal quarterly installments beginning on June 1, 2023.

F2 · derivative.expiration_date: The restricted stock units will vest over a three-year period in 12 equal quarterly installments beginning on June 1, 2023.

Read SEC document
March 30, 2023 Filed Apr 3, 2023 19:00 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
GrantStock Option (Right to Buy) · Derivative 324,914 $0.00 Strike: $6.62 $0.00
Disclosure

SEC source: 0001562180-23-003277 · primarydocument.xml · derivative · entry 2

Quane Alessandrea C. · CIK 0001667819 · EVP, Chief Insurance Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 324,914

Underlying: Class A Common Stock · 324,914 shares

Expires 2033-03-29

F3 · derivative.exercise_date: The options will vest over a four-year period in 16 equal quarterly installments beginning on June 1, 2023.

Read SEC document
March 30, 2023 Filed Apr 3, 2023 19:00 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
GrantRestricted Stock Units · Derivative 550,073 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-003277 · primarydocument.xml · derivative · entry 1

Quane Alessandrea C. · CIK 0001667819 · EVP, Chief Insurance Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 550,073

Underlying: Class A Common Stock · 550,073 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock.

F2 · derivative.exercise_date: The restricted stock units will vest over a four-year period in 16 equal quarterly installments beginning on June 1, 2023.

F2 · derivative.expiration_date: The restricted stock units will vest over a four-year period in 16 equal quarterly installments beginning on June 1, 2023.

Read SEC document
March 30, 2023 Filed Apr 3, 2023 23:01 UTC
Blackley Richard ScottChief Transformation Officer
GrantStock Option (Right to Buy) · Derivative 355,138 $0.00 Strike: $6.62 $0.00
Disclosure

SEC source: 0001562180-23-003279 · primarydocument.xml · derivative · entry 2

Blackley Richard Scott · CIK 0001525020 · Chief Transformation Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 355,138

Underlying: Class A Common Stock · 355,138 shares

Expires 2033-03-29

F3 · derivative.exercise_date: The options will vest over a four-year period in 16 equal quarterly installments beginning on June 1, 2023.

Read SEC document
March 30, 2023 Filed Apr 3, 2023 23:01 UTC
Blackley Richard ScottChief Transformation Officer
GrantRestricted Stock Units · Derivative 601,243 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-003279 · primarydocument.xml · derivative · entry 1

Blackley Richard Scott · CIK 0001525020 · Chief Transformation Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 601,243

Underlying: Class A Common Stock · 601,243 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock.

F2 · derivative.exercise_date: The restricted stock units will vest over a four-year period in 16 equal quarterly installments beginning on June 1, 2023.

F2 · derivative.expiration_date: The restricted stock units will vest over a four-year period in 16 equal quarterly installments beginning on June 1, 2023.

Read SEC document
March 30, 2023 Filed Apr 3, 2023 23:00 UTC
Bopitiya RanmaliEVP & Chief Legal Officer
GrantStock Option (Right to Buy) · Derivative 155,440 $0.00 Strike: $6.62 $0.00
Disclosure

SEC source: 0001562180-23-003278 · primarydocument.xml · derivative · entry 2

Bopitiya Ranmali · CIK 0001908069 · EVP & Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,440

Underlying: Class A Common Stock · 155,440 shares

Expires 2033-03-29

F3 · derivative.exercise_date: The options will vest over a four-year period in 16 equal quarterly installments beginning on June 1, 2023.

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.