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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
June 04, 2025 Filed Jun 6, 2025 20:22 UTC GrantClass A Common Stock 14,134 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-004563 · primarydocument.xml · nonDerivative · entry 1

Gassen William · CIK 0001954883 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,365

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, the RSUs will be settled in shares of the Issuer's Class A common stock on the earliest of (i) the six-month anniversary of the director's separation from service, death or disability and (ii) within five days following a change in control of the Issuer.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 20:22 UTC
Baltrus VictoriaChief Accounting Officer
Tax withholdingClass A Common Stock 6,265 $13.80 $86,457.00
Disclosure

SEC source: 0001562180-25-004434 · primarydocument.xml · nonDerivative · entry 1

Baltrus Victoria · CIK 0001911946 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 213,865

F1 · shares: Reflects shares of Class A common stock withheld by the Issuer to satisfy tax withholding obligations incident to vesting of restricted stock units ("RSUs").

F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 20:23 UTC
Schlosser MarioDirector · President of Technology & CTO
Tax withholdingClass A Common Stock 23,879 $13.80 $329,530.20
Disclosure

SEC source: 0001562180-25-004436 · 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: 525,027

F1 · shares: Reflects shares of Class A common stock withheld by the Issuer to satisfy tax withholding obligations incident to vesting of restricted stock units ("RSUs").

F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units. Also includes 172,940 shares to be issued upon vesting of RSUs that due to clerical error were not included in this total in the Reporting Person's Form 4 filed on March 4, 2025.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 20:22 UTC
Blackley Richard ScottChief Financial Officer
Tax withholdingClass A Common Stock 28,185 $13.80 $388,953.00
Disclosure

SEC source: 0001562180-25-004435 · primarydocument.xml · nonDerivative · entry 1

Blackley Richard Scott · CIK 0001525020 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,404,335

F1 · shares: Reflects shares of Class A common stock withheld by the Issuer to satisfy tax withholding obligations incident to vesting of restricted stock units ("RSUs").

F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 20:23 UTC
Liang JanetPresident, Oscar Insurance
Tax withholdingClass A Common Stock 7,196 $13.80 $99,304.80
Disclosure

SEC source: 0001562180-25-004437 · primarydocument.xml · nonDerivative · entry 1

Liang Janet · CIK 0001888381 · President, Oscar Insurance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187,168

F1 · shares: Reflects shares of Class A common stock withheld by the Issuer to satisfy tax withholding obligations incident to vesting of restricted stock units("RSUs").

F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 20:23 UTC
McAnaney AdamChief Legal Officer
Tax withholdingClass A Common Stock 1,847 $13.80 $25,488.60
Disclosure

SEC source: 0001562180-25-004439 · primarydocument.xml · nonDerivative · entry 1

McAnaney Adam · CIK 0001842979 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 182,938

F1 · shares: Reflects shares of Class A common stock withheld by the Issuer to satisfy tax withholding obligations incident to vesting of restricted stock units ("RSUs").

F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units.

Read SEC document
May 12, 2025 Filed May 14, 2025 20:20 UTC SaleClass A Common Stock 25,000 $16.43 $410,750.00
Disclosure

SEC source: 0001562180-25-003816 · primarydocument.xml · nonDerivative · entry 1

Robinson Elbert O. Jr. · CIK 0001844223 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,512

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.27 to $16.67, 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.

F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units.

Read SEC document
April 10, 2025 Filed Apr 14, 2025 20:17 UTC GrantDeferred Stock Unit · Derivative 4,285 $12.25 $52,491.25
Disclosure

SEC source: 0001562180-25-003131 · primarydocument.xml · derivative · entry 1

BOYD JEFFERY H · CIK 0001214606 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,207

Underlying: Class A Common Stock · 4,285 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 Amended and Restated 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 10, 2025, 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
April 10, 2025 Filed Apr 14, 2025 20:17 UTC GrantDeferred Stock Unit · Derivative 1,734 $12.25 $21,241.50
Disclosure

SEC source: 0001562180-25-003133 · primarydocument.xml · derivative · entry 1

Plouffe David · CIK 0001844229 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,734

Underlying: Class A Common Stock · 1,734 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 Amended and Restated 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 10, 2025, 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
April 10, 2025 Filed Apr 14, 2025 20:17 UTC GrantDeferred Stock Unit · Derivative 1,530 $12.25 $18,742.50
Disclosure

SEC source: 0001562180-25-003132 · primarydocument.xml · derivative · entry 1

Gassen William · CIK 0001954883 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,530

Underlying: Class A Common Stock · 1,530 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 Amended and Restated 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 10, 2025, 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
April 03, 2025 Filed Apr 7, 2025 20:26 UTC
Bertolini Mark TDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 955,556 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-003037 · 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: 0

Underlying: Class A Common Stock · 955,556 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted stock unit 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.

F2 · balance_after: Amount reflects that 955,555 shares to be issued upon the vesting of restricted stock units and that were previously reported on Table II are now reported on Table I.

Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:26 UTC
Bertolini Mark TDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 955,556 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-003037 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,866,666

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 · shares: Represents shares issued upon the vesting of restricted stock units previously reported in Table II.

F2 · balance_after: Amount reflects that 955,555 shares to be issued upon the vesting of restricted stock units and that were previously reported on Table II are now reported on Table I.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:55 UTC
Baltrus VictoriaChief Accounting Officer
GrantClass A Common Stock 10,611 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002217 · primarydocument.xml · nonDerivative · entry 1

Baltrus Victoria · CIK 0001911946 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 220,130

F1 · shares: The shares represent restricted stock units, which will vest quarterly in 12 equal installments beginning on June 1, 2025, subject to the reporting person's continuous service through each vesting date.

F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:51 UTC
Schlosser MarioDirector · President of Technology & CTO
GrantClass A Common Stock 172,269 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002215 · 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: 375,966

F1 · shares: The shares represent restricted stock units, which will vest quarterly in 12 equal installments beginning on June 1, 2025, subject to the reporting person's continuous service through each vesting date.

F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:49 UTC
Blackley Richard ScottChief Financial Officer
GrantClass A Common Stock 103,426 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002213 · primarydocument.xml · nonDerivative · entry 1

Blackley Richard Scott · CIK 0001525020 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,432,520

F1 · shares: The shares represent restricted stock units, which will vest quarterly in 12 equal installments beginning on June 1, 2025, subject to the reporting person's continuous service through each vesting date.

F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:48 UTC
Liang JanetPresident, Oscar Insurance
GrantClass A Common Stock 96,962 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002212 · primarydocument.xml · nonDerivative · entry 1

Liang Janet · CIK 0001888381 · President, Oscar Insurance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 194,364

F1 · shares: The shares represent restricted stock units, which will vest quarterly in 12 equal installments beginning on June 1, 2025, subject to the reporting person's continuous service through each vesting date.

F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:48 UTC
McAnaney AdamChief Legal Officer
GrantClass A Common Stock 61,409 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002211 · primarydocument.xml · nonDerivative · entry 1

McAnaney Adam · CIK 0001842979 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,785

F1 · shares: The shares represent restricted stock units, which will vest quarterly in 12 equal installments beginning on June 1, 2025, subject to the reporting person's continuous service through each vesting date.

F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units

Read SEC document
March 01, 2025 Filed Mar 4, 2025 21:54 UTC
Baltrus VictoriaChief Accounting Officer
Tax withholdingClass A Common Stock 5,084 $14.61 $74,277.24
Disclosure

SEC source: 0001562180-25-001990 · primarydocument.xml · nonDerivative · entry 1

Baltrus Victoria · CIK 0001911946 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,519

F1 · shares: Reflects shares of Class A common stock withheld by the Issuer to satisfy tax withholding obligations incident to vesting of restricted stock units ("RSUs").

F2 · balance_after: Includes a correction for an immaterial error made in a prior Form 4 filing. Includes 46,723 shares to be issued upon vesting of RSUs previously reported in Table II.

Read SEC document
March 01, 2025 Filed Mar 4, 2025 21:54 UTC
Schlosser MarioDirector · President of Technology & CTO
Tax withholdingClass A Common Stock 7,970 $14.61 $116,441.70
Disclosure

SEC source: 0001562180-25-001992 · 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: 203,697

F1 · shares: Reflects shares of Class A common stock withheld by the Issuer to satisfy tax withholding obligations incident to vesting of restricted stock units ("RSUs").

F2 · balance_after: Includes 115,294 shares to be issued upon vesting of RSUs previously reported in Table II.

Read SEC document
March 01, 2025 Filed Mar 4, 2025 21:54 UTC
Blackley Richard ScottChief Financial Officer
Tax withholdingClass A Common Stock 22,428 $14.61 $327,673.08
Disclosure

SEC source: 0001562180-25-001991 · primarydocument.xml · nonDerivative · entry 1

Blackley Richard Scott · CIK 0001525020 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,329,094

F1 · shares: Reflects shares of Class A common stock withheld by the Issuer to satisfy tax withholding obligations incident to vesting of restricted stock units ("RSUs").

F2 · balance_after: Includes 383,874 shares to be issued upon vesting of RSUs previously reported in Table II.

Read SEC document
February 24, 2025 Filed Feb 26, 2025 21:21 UTC
McAnaney AdamChief Legal Officer
GrantStock Options (Right to buy) · Derivative 185,004 $0.00 Strike: $15.27 $0.00
Disclosure

SEC source: 0001562180-25-001684 · primarydocument.xml · derivative · entry 2

McAnaney Adam · CIK 0001842979 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,004

Underlying: Class A Common Stock · 185,004 shares

Expires 2035-02-24

F3 · derivative.exercise_date: The options will vest over four years with 25% vesting on March 1, 2026 and the remaining 75% vesting thereafter in 12 equal quarterly installments, subject to the reporting person's continuous service through each vesting date.

Read SEC document
February 24, 2025 Filed Feb 26, 2025 21:21 UTC
McAnaney AdamChief Legal Officer
GrantClass A Common Stock 123,376 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-001684 · primarydocument.xml · nonDerivative · entry 1

McAnaney Adam · CIK 0001842979 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123,376

F1 · shares: The shares represent restricted stock units, which will vest over four years with 25% vesting on March 1, 2026 and the remaining 75% vesting thereafter in 12 equal quarterly installments, subject to the reporting person's continuous service through each vesting date.

F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units

Read SEC document
February 24, 2025 Filed Feb 26, 2025 21:10 UTC
Liang JanetPresident, Oscar Insurance
GrantStock Options (Right to buy) · Derivative 147,637 $0.00 Strike: $15.27 $0.00
Disclosure

SEC source: 0001562180-25-001678 · primarydocument.xml · derivative · entry 2

Liang Janet · CIK 0001888381 · President, Oscar Insurance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 147,637

Underlying: Class A Common Stock · 147,637 shares

Expires 2035-02-24

F3 · derivative.exercise_date: The options will vest quarterly in 16 equal installments beginning on June 1, 2025, subject to the reporting persons continuous service through each vesting date.

Read SEC document
February 24, 2025 Filed Feb 26, 2025 21:10 UTC
Liang JanetPresident, Oscar Insurance
GrantClass A Common Stock 97,402 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-001678 · primarydocument.xml · nonDerivative · entry 1

Liang Janet · CIK 0001888381 · President, Oscar Insurance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,402

F1 · shares: The shares represent restricted stock units, which will vest quarterly in 16 equal installments beginning on June 1, 2025, subject to the reporting persons continuous service through each vesting date.

F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 23:51 UTC
Sankaran SidDirector
GiftClass A Common Stock 295,687 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-001141 · primarydocument.xml · nonDerivative · entry 2

Sankaran Sid · CIK 0001509066 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Victoria Family LLC

Disclosed balance after: 795,686

F1 · ownership.nature: Victoria Family LLC is wholly owned by the fiduciaries of The Victoria 2020 Trust. Mr. Sankaran is the Investment Adviser to The Victoria 2020 Trust. Mr. Sankaran disclaims beneficial ownership of the shares held of record by Victoria Family LLC except to the extent of his pecuniary interest therein.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 23:51 UTC
Sankaran SidDirector
GiftClass A Common Stock 295,687 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-001141 · primarydocument.xml · nonDerivative · entry 1

Sankaran Sid · CIK 0001509066 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
January 09, 2025 Filed Jan 13, 2025 21:46 UTC GrantDeferred Stock Unit · Derivative 2,043 $15.29 $31,237.47
Disclosure

SEC source: 0001562180-25-000331 · primarydocument.xml · derivative · entry 1

BOYD JEFFERY H · CIK 0001214606 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,922

Underlying: Class A Common Stock · 2,043 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 January 8, 2025, 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
December 06, 2024 Filed Dec 9, 2024 16:41 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
SaleClass A Common Stock 6,408 $16.52 $105,860.16
Disclosure

SEC source: 0001562180-24-008249 · primarydocument.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 430,216

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.40 to $16.73, 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
December 06, 2024 Filed Dec 9, 2024 16:41 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
SaleClass A Common Stock 10,385 $15.93 $165,433.05
Disclosure

SEC source: 0001562180-24-008249 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 436,624

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 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 $15.40 to $16.39, 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
December 06, 2024 Filed Dec 9, 2024 21:40 UTC
Blackley Richard ScottChief Financial Officer
SaleClass A Common Stock 11,423 $16.52 $188,707.96
Disclosure

SEC source: 0001562180-24-008248 · primarydocument.xml · nonDerivative · entry 3

Blackley Richard Scott · CIK 0001525020 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 914,402

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.40 to $16.73, 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
December 06, 2024 Filed Dec 9, 2024 21:40 UTC
Blackley Richard ScottChief Financial Officer
SaleClass A Common Stock 18,516 $15.93 $294,959.88
Disclosure

SEC source: 0001562180-24-008248 · primarydocument.xml · nonDerivative · entry 2

Blackley Richard Scott · CIK 0001525020 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 925,825

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 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 $15.40 to $16.39, 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.

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December 05, 2024 Filed Dec 9, 2024 16:41 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
Exercise / conversionRestricted Stock Units · Derivative 31,250 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-008249 · primarydocument.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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.

F5 · 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.

F5 · 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
December 05, 2024 Filed Dec 9, 2024 16:41 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
Exercise / conversionClass A Common Stock 31,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-008249 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 447,009

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
December 05, 2024 Filed Dec 9, 2024 21:40 UTC
Blackley Richard ScottChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 62,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-008248 · primarydocument.xml · derivative · entry 4

Blackley Richard Scott · CIK 0001525020 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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.

F5 · 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.

F5 · 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
December 05, 2024 Filed Dec 9, 2024 21:40 UTC
Blackley Richard ScottChief Financial Officer
Exercise / conversionClass A Common Stock 62,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-008248 · primarydocument.xml · nonDerivative · entry 1

Blackley Richard Scott · CIK 0001525020 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 944,341

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
December 02, 2024 Filed Dec 3, 2024 16:16 UTC
Wolin StevenChief Operating Officer
SaleClass A Common Stock 353 $18.48 $6,523.44
Disclosure

SEC source: 0001562180-24-008104 · primarydocument.xml · nonDerivative · entry 8

Wolin Steven · CIK 0002021524 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,598

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.46 to $18.50, 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
December 02, 2024 Filed Dec 3, 2024 16:16 UTC
Wolin StevenChief Operating Officer
SaleClass A Common Stock 19,227 $18.07 $347,431.89
Disclosure

SEC source: 0001562180-24-008104 · primarydocument.xml · nonDerivative · entry 7

Wolin Steven · CIK 0002021524 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,951

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 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 $17.46 to $18.45, 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
December 02, 2024 Filed Dec 3, 2024 21:15 UTC
Baltrus VictoriaChief Accounting Officer
SaleClass A Common Stock 145 $18.48 $2,679.60
Disclosure

SEC source: 0001562180-24-008099 · primarydocument.xml · nonDerivative · entry 6

Baltrus Victoria · CIK 0001911946 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,036

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.46 to $18.50 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
December 02, 2024 Filed Dec 3, 2024 21:15 UTC
Baltrus VictoriaChief Accounting Officer
SaleClass A Common Stock 7,933 $18.07 $143,349.31
Disclosure

SEC source: 0001562180-24-008099 · primarydocument.xml · nonDerivative · entry 5

Baltrus Victoria · CIK 0001911946 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,181

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 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 $17.46 to $18.45, 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
December 02, 2024 Filed Dec 3, 2024 21:16 UTC
Schlosser MarioDirector · President of Technology & CTO
SaleClass A Common Stock 117 $18.48 $2,162.16
Disclosure

SEC source: 0001562180-24-008103 · primarydocument.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,962

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.46 to $18.50, 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
December 02, 2024 Filed Dec 3, 2024 21:16 UTC
Schlosser MarioDirector · President of Technology & CTO
SaleClass A Common Stock 6,399 $18.07 $115,629.93
Disclosure

SEC source: 0001562180-24-008103 · 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: 82,079

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 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 $17.46 to $18.45, 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
December 02, 2024 Filed Dec 3, 2024 16:16 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
SaleClass A Common Stock 484 $18.48 $8,944.32
Disclosure

SEC source: 0001562180-24-008101 · primarydocument.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 415,759

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.46 to $18.50, 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
December 02, 2024 Filed Dec 3, 2024 16:16 UTC
Quane Alessandrea C.EVP, Chief Insurance Officer
SaleClass A Common Stock 26,411 $18.07 $477,246.77
Disclosure

SEC source: 0001562180-24-008101 · primarydocument.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 416,243

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 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 $17.46 to $18.45, 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
December 02, 2024 Filed Dec 3, 2024 21:15 UTC
Blackley Richard ScottChief Financial Officer
SaleClass A Common Stock 456 $18.48 $8,426.88
Disclosure

SEC source: 0001562180-24-008100 · primarydocument.xml · nonDerivative · entry 5

Blackley Richard Scott · CIK 0001525020 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 881,841

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.46 to $18.50, 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
December 02, 2024 Filed Dec 3, 2024 21:15 UTC
Blackley Richard ScottChief Financial Officer
SaleClass A Common Stock 24,823 $18.07 $448,551.61
Disclosure

SEC source: 0001562180-24-008100 · primarydocument.xml · nonDerivative · entry 4

Blackley Richard Scott · CIK 0001525020 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 882,297

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 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 $17.46 to $18.45, 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
December 02, 2024 Filed Dec 3, 2024 21:16 UTC
Bopitiya RanmaliEVP & Chief Legal Officer
SaleClass A Common Stock 345 $18.48 $6,375.60
Disclosure

SEC source: 0001562180-24-008102 · primarydocument.xml · nonDerivative · entry 5

Bopitiya Ranmali · CIK 0001908069 · EVP & Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 241,488

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.46 to $18.50, 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
December 02, 2024 Filed Dec 3, 2024 21:16 UTC
Bopitiya RanmaliEVP & Chief Legal Officer
SaleClass A Common Stock 18,812 $18.07 $339,932.84
Disclosure

SEC source: 0001562180-24-008102 · primarydocument.xml · nonDerivative · entry 4

Bopitiya Ranmali · CIK 0001908069 · EVP & Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 241,833

F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into prior to February 27, 2023 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 $17.46 to $18.45, 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
December 01, 2024 Filed Dec 3, 2024 16:16 UTC
Wolin StevenChief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 1,460 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-008104 · primarydocument.xml · derivative · entry 14

Wolin Steven · CIK 0002021524 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,141

Underlying: Class A Common Stock · 1,460 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.

F7 · derivative.exercise_date: The restricted stock units vest over a three-year period in 12 equal quarterly installments beginning June 1, 2024.

F7 · derivative.expiration_date: The restricted stock units vest over a three-year period in 12 equal quarterly installments beginning June 1, 2024.

Read SEC document
December 01, 2024 Filed Dec 3, 2024 16:16 UTC
Wolin StevenChief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 2,920 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-008104 · primarydocument.xml · derivative · entry 13

Wolin Steven · CIK 0002021524 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,282

Underlying: Class A Common Stock · 2,920 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.

F7 · derivative.exercise_date: The restricted stock units vest over a three-year period in 12 equal quarterly installments beginning June 1, 2024.

F7 · derivative.expiration_date: The restricted stock units vest over a three-year period in 12 equal quarterly installments beginning June 1, 2024.

Read SEC document
December 01, 2024 Filed Dec 3, 2024 16:16 UTC
Wolin StevenChief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 24,671 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-008104 · primarydocument.xml · derivative · entry 12

Wolin Steven · CIK 0002021524 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123,356

Underlying: Class A Common Stock · 24,671 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.

F6 · derivative.exercise_date: The restricted stock units vest over a three-year period in 12 equal quarterly installments beginning June 1, 2023.

F6 · derivative.expiration_date: The restricted stock units vest over a three-year period in 12 equal quarterly installments beginning 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.