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PROCORE TECHNOLOGIES, INC.

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Tapewire entity
2592
SEC CIK
0001611052
Parsed reports
508

Last 12 months

Inside the activity.

0 purchase rows · 80 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 2025010
Dec 202508
Jan 202605
Feb 202608
Mar 202606
Apr 202607
May 202604
Jun 202605
Jul 202605
Aug 202609
Sep 202606
Oct 202607

Latest available

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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
February 21, 2024 Filed Feb 23, 2024 21:15 UTC
Makan Divesh10% owner
OtherCommon Stock 225,864 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019379 · ownership.xml · nonDerivative · entry 3

ICONIQ STRATEGIC PARTNERS II, L.P. · CIK 0001619710 · 10% owner

ICONIQ STRATEGIC PARTNERS II-B, L.P. · CIK 0001619682 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P., P Series · CIK 0001660886 · 10% owner

ICONIQ Strategic Partners II GP, L.P. · CIK 0001702932 · 10% owner

ICONIQ Strategic Partners II TT GP, Ltd · CIK 0001702831 · 10% owner

Makan Divesh · CIK 0001688143 · 10% owner

Jacobson Matthew · CIK 0001783518 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By ICONIQ Strategic Partners II Co-Invest, L.P., P Series

Disclosed balance after: 1,929,452

F8 · kind: On February 21, 2024, ICONIQ II Co-Invest distributed, for no consideration, in the aggregate 225,864 shares of the Issuer's Common Stock (the "ICONIQ II Co-Invest Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II Co-Invest Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Co-Invest Shares it received in the distribution by ICONIQ II Co-Invest to its partners, representing each such partner's pro rata interest in such ICONIQ II Co-Invest Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F8 · price: On February 21, 2024, ICONIQ II Co-Invest distributed, for no consideration, in the aggregate 225,864 shares of the Issuer's Common Stock (the "ICONIQ II Co-Invest Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II Co-Invest Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Co-Invest Shares it received in the distribution by ICONIQ II Co-Invest to its partners, representing each such partner's pro rata interest in such ICONIQ II Co-Invest Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F3 · ownership.direct: ICONIQ II GP is the sole general partner of each of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") and ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest"). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ II Parent GP") is the sole general partner of ICONIQ II GP. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ III GP") is the sole general partner of each of ICONIQ Strategic Partners III, L.P. ("ICONIQ III"), ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B") and ICONIQ Strategic Partners III Co-Invest, L.P., Series P ("ICONIQ III Co-Invest"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners IV GP, L.P. ("ICONIQ IV GP") is the sole general partner of each of ICONIQ Strategic Partners IV, L.P. ("ICONIQ IV"), ICONIQ Strategic Partners IV-B, L.P. ("ICONIQ IV-B") and ICONIQ Strategic Partners IV Co-Invest, L.P., Series P ("ICONIQ IV Co-Invest").

F4 · ownership.direct: (continued) ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ Strategic Partners V, L.P. ("ICONIQ V") and ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. ICONIQ Strategic Partners VI GP, L.P. ("ICONIQ VI GP") is the sole general partner of each of ICONIQ Strategic Partners VI, L.P. ("ICONIQ VI") and ICONIQ Strategic Partners VI-B, L.P. ("ICONIQ VI-B"). ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP.

F5 · ownership.direct: (continued) Divesh Makan ("Makan") and William J.G. Griffith ("Griffith") are the sole equity holders of each of ICONIQ II Parent GP and ICONIQ III Parent GP. Makan, Griffith and Matthew Jacobson ("Jacobson") are the sole equity holders of each of ICONIQ IV Parent GP, ICONIQ V Parent GP and ICONIQ VI Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ IV GP, ICONIQ IV Parent GP, ICONIQ GP V, ICONIQ V Parent GP, ICONIQ VI GP, ICONIQ VI Parent GP, Makan, Griffith and Jacobson disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its or his pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

F9 · ownership.direct: The shares are held by ICONIQ II Co-Invest.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 21:15 UTC
Makan Divesh10% owner
OtherCommon Stock 476,977 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019379 · ownership.xml · nonDerivative · entry 2

ICONIQ STRATEGIC PARTNERS II, L.P. · CIK 0001619710 · 10% owner

ICONIQ STRATEGIC PARTNERS II-B, L.P. · CIK 0001619682 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P., P Series · CIK 0001660886 · 10% owner

ICONIQ Strategic Partners II GP, L.P. · CIK 0001702932 · 10% owner

ICONIQ Strategic Partners II TT GP, Ltd · CIK 0001702831 · 10% owner

Makan Divesh · CIK 0001688143 · 10% owner

Jacobson Matthew · CIK 0001783518 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By ICONIQ Strategic Partners II-B, L.P.

Disclosed balance after: 4,034,228

F6 · kind: On February 21, 2024, ICONIQ II-B distributed, for no consideration, in the aggregate 476,977 shares of the Issuer's Common Stock (the "ICONIQ II-B Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II-B Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II-B Shares it received in the distribution by ICONIQ II-B to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F6 · price: On February 21, 2024, ICONIQ II-B distributed, for no consideration, in the aggregate 476,977 shares of the Issuer's Common Stock (the "ICONIQ II-B Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II-B Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II-B Shares it received in the distribution by ICONIQ II-B to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F3 · ownership.direct: ICONIQ II GP is the sole general partner of each of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") and ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest"). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ II Parent GP") is the sole general partner of ICONIQ II GP. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ III GP") is the sole general partner of each of ICONIQ Strategic Partners III, L.P. ("ICONIQ III"), ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B") and ICONIQ Strategic Partners III Co-Invest, L.P., Series P ("ICONIQ III Co-Invest"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners IV GP, L.P. ("ICONIQ IV GP") is the sole general partner of each of ICONIQ Strategic Partners IV, L.P. ("ICONIQ IV"), ICONIQ Strategic Partners IV-B, L.P. ("ICONIQ IV-B") and ICONIQ Strategic Partners IV Co-Invest, L.P., Series P ("ICONIQ IV Co-Invest").

F4 · ownership.direct: (continued) ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ Strategic Partners V, L.P. ("ICONIQ V") and ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. ICONIQ Strategic Partners VI GP, L.P. ("ICONIQ VI GP") is the sole general partner of each of ICONIQ Strategic Partners VI, L.P. ("ICONIQ VI") and ICONIQ Strategic Partners VI-B, L.P. ("ICONIQ VI-B"). ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP.

F5 · ownership.direct: (continued) Divesh Makan ("Makan") and William J.G. Griffith ("Griffith") are the sole equity holders of each of ICONIQ II Parent GP and ICONIQ III Parent GP. Makan, Griffith and Matthew Jacobson ("Jacobson") are the sole equity holders of each of ICONIQ IV Parent GP, ICONIQ V Parent GP and ICONIQ VI Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ IV GP, ICONIQ IV Parent GP, ICONIQ GP V, ICONIQ V Parent GP, ICONIQ VI GP, ICONIQ VI Parent GP, Makan, Griffith and Jacobson disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its or his pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

F7 · ownership.direct: The shares are held by ICONIQ II-B.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 21:15 UTC
Makan Divesh10% owner
OtherCommon Stock 609,323 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019379 · ownership.xml · nonDerivative · entry 1

ICONIQ STRATEGIC PARTNERS II, L.P. · CIK 0001619710 · 10% owner

ICONIQ STRATEGIC PARTNERS II-B, L.P. · CIK 0001619682 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P., P Series · CIK 0001660886 · 10% owner

ICONIQ Strategic Partners II GP, L.P. · CIK 0001702932 · 10% owner

ICONIQ Strategic Partners II TT GP, Ltd · CIK 0001702831 · 10% owner

Makan Divesh · CIK 0001688143 · 10% owner

Jacobson Matthew · CIK 0001783518 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,153,597

F1 · kind: On February 21, 2024, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 609,323 shares of the Issuer's Common Stock (the "ICONIQ II Shares") to its limited partners and to ICONIQ Strategic Partners GP II, L.P. ("ICONIQ II GP"), representing each such partner's pro rata interest in such ICONIQ II Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Shares it received in the distribution by ICONIQ II to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended (the "Exchange Act").

F1 · price: On February 21, 2024, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 609,323 shares of the Issuer's Common Stock (the "ICONIQ II Shares") to its limited partners and to ICONIQ Strategic Partners GP II, L.P. ("ICONIQ II GP"), representing each such partner's pro rata interest in such ICONIQ II Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Shares it received in the distribution by ICONIQ II to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended (the "Exchange Act").

F2 · ownership.direct: The shares are held by ICONIQ II.

F3 · ownership.direct: ICONIQ II GP is the sole general partner of each of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") and ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest"). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ II Parent GP") is the sole general partner of ICONIQ II GP. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ III GP") is the sole general partner of each of ICONIQ Strategic Partners III, L.P. ("ICONIQ III"), ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B") and ICONIQ Strategic Partners III Co-Invest, L.P., Series P ("ICONIQ III Co-Invest"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners IV GP, L.P. ("ICONIQ IV GP") is the sole general partner of each of ICONIQ Strategic Partners IV, L.P. ("ICONIQ IV"), ICONIQ Strategic Partners IV-B, L.P. ("ICONIQ IV-B") and ICONIQ Strategic Partners IV Co-Invest, L.P., Series P ("ICONIQ IV Co-Invest").

F4 · ownership.direct: (continued) ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ Strategic Partners V, L.P. ("ICONIQ V") and ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. ICONIQ Strategic Partners VI GP, L.P. ("ICONIQ VI GP") is the sole general partner of each of ICONIQ Strategic Partners VI, L.P. ("ICONIQ VI") and ICONIQ Strategic Partners VI-B, L.P. ("ICONIQ VI-B"). ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP.

F5 · ownership.direct: (continued) Divesh Makan ("Makan") and William J.G. Griffith ("Griffith") are the sole equity holders of each of ICONIQ II Parent GP and ICONIQ III Parent GP. Makan, Griffith and Matthew Jacobson ("Jacobson") are the sole equity holders of each of ICONIQ IV Parent GP, ICONIQ V Parent GP and ICONIQ VI Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ IV GP, ICONIQ IV Parent GP, ICONIQ GP V, ICONIQ V Parent GP, ICONIQ VI GP, ICONIQ VI Parent GP, Makan, Griffith and Jacobson disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its or his pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 21:15 UTC
Griffith William J.G.Director · 10% owner
OtherCommon Stock 225,864 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019382 · ownership.xml · nonDerivative · entry 3

Griffith William J.G. · CIK 0001688124 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By ICONIQ Strategic Partners II Co-Invest, L.P., P Series

Disclosed balance after: 1,929,452

F8 · kind: On February 21, 2024, ICONIQ II Co-Invest distributed, for no consideration, in the aggregate 225,864 shares of the Issuer's Common Stock (the "ICONIQ II Co-Invest Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II Co-Invest Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Co-Invest Shares it received in the distribution by ICONIQ II Co-Invest to its partners, representing each such partner's pro rata interest in such ICONIQ II Co-Invest Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F8 · price: On February 21, 2024, ICONIQ II Co-Invest distributed, for no consideration, in the aggregate 225,864 shares of the Issuer's Common Stock (the "ICONIQ II Co-Invest Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II Co-Invest Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Co-Invest Shares it received in the distribution by ICONIQ II Co-Invest to its partners, representing each such partner's pro rata interest in such ICONIQ II Co-Invest Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F3 · ownership.direct: ICONIQ II GP is the sole general partner of each of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") and ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest"). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ II Parent GP") is the sole general partner of ICONIQ II GP. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ III GP") is the sole general partner of each of ICONIQ Strategic Partners III, L.P. ("ICONIQ III"), ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B") and ICONIQ Strategic Partners III Co-Invest, L.P., Series P ("ICONIQ III Co-Invest"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners IV GP, L.P. ("ICONIQ IV GP") is the sole general partner of each of ICONIQ Strategic Partners IV, L.P. ("ICONIQ IV"), ICONIQ Strategic Partners IV-B, L.P. ("ICONIQ IV-B") and ICONIQ Strategic Partners IV Co-Invest, L.P., Series P ("ICONIQ IV Co-Invest").

F4 · ownership.direct: (continued) ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ Strategic Partners V, L.P. ("ICONIQ V") and ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. ICONIQ Strategic Partners VI GP, L.P. ("ICONIQ VI GP") is the sole general partner of each of ICONIQ Strategic Partners VI, L.P. ("ICONIQ VI") and ICONIQ Strategic Partners VI-B, L.P. ("ICONIQ VI-B"). ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP.

F5 · ownership.direct: (continued) Divesh Makan ("Makan") and the Reporting Person are the sole equity holders of each of ICONIQ II Parent GP and ICONIQ III Parent GP. Makan, the Reporting Person and Matthew Jacobson ("Jacobson") are the sole equity holders of each of ICONIQ IV Parent GP, ICONIQ V Parent GP and ICONIQ VI Parent GP. The Reporting Person is a General Partner and a Managing Director at ICONIQ Capital. The Reporting Person disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of his pecuniary interest therein, if any. This report shall not be deemed an admission that the Reporting Person is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

F9 · ownership.direct: The shares are held by ICONIQ II Co-Invest.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 21:15 UTC
Griffith William J.G.Director · 10% owner
OtherCommon Stock 476,977 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019382 · ownership.xml · nonDerivative · entry 2

Griffith William J.G. · CIK 0001688124 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By ICONIQ Strategic Partners II-B, L.P.

Disclosed balance after: 4,034,228

F6 · kind: On February 21, 2024, ICONIQ II-B distributed, for no consideration, in the aggregate 476,977 shares of the Issuer's Common Stock (the "ICONIQ II-B Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II-B Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II-B Shares it received in the distribution by ICONIQ II-B to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F6 · price: On February 21, 2024, ICONIQ II-B distributed, for no consideration, in the aggregate 476,977 shares of the Issuer's Common Stock (the "ICONIQ II-B Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II-B Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II-B Shares it received in the distribution by ICONIQ II-B to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F3 · ownership.direct: ICONIQ II GP is the sole general partner of each of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") and ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest"). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ II Parent GP") is the sole general partner of ICONIQ II GP. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ III GP") is the sole general partner of each of ICONIQ Strategic Partners III, L.P. ("ICONIQ III"), ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B") and ICONIQ Strategic Partners III Co-Invest, L.P., Series P ("ICONIQ III Co-Invest"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners IV GP, L.P. ("ICONIQ IV GP") is the sole general partner of each of ICONIQ Strategic Partners IV, L.P. ("ICONIQ IV"), ICONIQ Strategic Partners IV-B, L.P. ("ICONIQ IV-B") and ICONIQ Strategic Partners IV Co-Invest, L.P., Series P ("ICONIQ IV Co-Invest").

F4 · ownership.direct: (continued) ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ Strategic Partners V, L.P. ("ICONIQ V") and ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. ICONIQ Strategic Partners VI GP, L.P. ("ICONIQ VI GP") is the sole general partner of each of ICONIQ Strategic Partners VI, L.P. ("ICONIQ VI") and ICONIQ Strategic Partners VI-B, L.P. ("ICONIQ VI-B"). ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP.

F5 · ownership.direct: (continued) Divesh Makan ("Makan") and the Reporting Person are the sole equity holders of each of ICONIQ II Parent GP and ICONIQ III Parent GP. Makan, the Reporting Person and Matthew Jacobson ("Jacobson") are the sole equity holders of each of ICONIQ IV Parent GP, ICONIQ V Parent GP and ICONIQ VI Parent GP. The Reporting Person is a General Partner and a Managing Director at ICONIQ Capital. The Reporting Person disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of his pecuniary interest therein, if any. This report shall not be deemed an admission that the Reporting Person is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

F7 · ownership.direct: The shares are held by ICONIQ II-B.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 21:15 UTC
Griffith William J.G.Director · 10% owner
OtherCommon Stock 609,323 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019382 · ownership.xml · nonDerivative · entry 1

Griffith William J.G. · CIK 0001688124 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By ICONIQ Strategic Partners II, L.P.

Disclosed balance after: 5,153,597

F1 · kind: On February 21, 2024, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 609,323 shares of the Issuer's Common Stock (the "ICONIQ II Shares") to its limited partners and to ICONIQ Strategic Partners GP II, L.P. ("ICONIQ II GP"), representing each such partner's pro rata interest in such ICONIQ II Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Shares it received in the distribution by ICONIQ II to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended (the "Exchange Act").

F1 · price: On February 21, 2024, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 609,323 shares of the Issuer's Common Stock (the "ICONIQ II Shares") to its limited partners and to ICONIQ Strategic Partners GP II, L.P. ("ICONIQ II GP"), representing each such partner's pro rata interest in such ICONIQ II Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Shares it received in the distribution by ICONIQ II to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended (the "Exchange Act").

F2 · ownership.direct: The shares are held by ICONIQ II.

F3 · ownership.direct: ICONIQ II GP is the sole general partner of each of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") and ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest"). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ II Parent GP") is the sole general partner of ICONIQ II GP. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ III GP") is the sole general partner of each of ICONIQ Strategic Partners III, L.P. ("ICONIQ III"), ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B") and ICONIQ Strategic Partners III Co-Invest, L.P., Series P ("ICONIQ III Co-Invest"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners IV GP, L.P. ("ICONIQ IV GP") is the sole general partner of each of ICONIQ Strategic Partners IV, L.P. ("ICONIQ IV"), ICONIQ Strategic Partners IV-B, L.P. ("ICONIQ IV-B") and ICONIQ Strategic Partners IV Co-Invest, L.P., Series P ("ICONIQ IV Co-Invest").

F4 · ownership.direct: (continued) ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ Strategic Partners V, L.P. ("ICONIQ V") and ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. ICONIQ Strategic Partners VI GP, L.P. ("ICONIQ VI GP") is the sole general partner of each of ICONIQ Strategic Partners VI, L.P. ("ICONIQ VI") and ICONIQ Strategic Partners VI-B, L.P. ("ICONIQ VI-B"). ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP.

F5 · ownership.direct: (continued) Divesh Makan ("Makan") and the Reporting Person are the sole equity holders of each of ICONIQ II Parent GP and ICONIQ III Parent GP. Makan, the Reporting Person and Matthew Jacobson ("Jacobson") are the sole equity holders of each of ICONIQ IV Parent GP, ICONIQ V Parent GP and ICONIQ VI Parent GP. The Reporting Person is a General Partner and a Managing Director at ICONIQ Capital. The Reporting Person disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of his pecuniary interest therein, if any. This report shall not be deemed an admission that the Reporting Person is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 22:32 UTC SaleCommon Stock 4,299 $74.55 $320,490.45
Disclosure

SEC source: 0001628280-24-006694 · wk-form4_1708727516.xml · nonDerivative · entry 3

CALDWELL NANCI · CIK 0001232403 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 55,010

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 11, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $74.38 to $74.90, 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 within the range set forth in this footnote.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 22:32 UTC SaleCommon Stock 3,802 $73.70 $280,207.40
Disclosure

SEC source: 0001628280-24-006694 · wk-form4_1708727516.xml · nonDerivative · entry 2

CALDWELL NANCI · CIK 0001232403 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 59,309

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 11, 2023.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $73.38 to $74.37, 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 within the range set forth in this footnote.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 22:32 UTC SaleCommon Stock 1,169 $72.98 $85,313.62
Disclosure

SEC source: 0001628280-24-006694 · wk-form4_1708727516.xml · nonDerivative · entry 1

CALDWELL NANCI · CIK 0001232403 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 63,111

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 11, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $72.37 to $73.34, 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 within the range set forth in this footnote.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 22:33 UTC
SMITH GRAHAMDirector
SaleCommon Stock 4,300 $74.55 $320,565.00
Disclosure

SEC source: 0001628280-24-006695 · wk-form4_1708727612.xml · nonDerivative · entry 3

SMITH GRAHAM · CIK 0001219883 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,520

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 7, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $74.38 to $74.90, 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 within the range set forth in this footnote.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 22:33 UTC
SMITH GRAHAMDirector
SaleCommon Stock 3,881 $73.72 $286,107.32
Disclosure

SEC source: 0001628280-24-006695 · wk-form4_1708727612.xml · nonDerivative · entry 2

SMITH GRAHAM · CIK 0001219883 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 49,820

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 7, 2023.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $73.38 to $74.37, 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 within the range set forth in this footnote.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 22:33 UTC
SMITH GRAHAMDirector
SaleCommon Stock 1,089 $72.97 $79,464.33
Disclosure

SEC source: 0001628280-24-006695 · wk-form4_1708727612.xml · nonDerivative · entry 1

SMITH GRAHAM · CIK 0001219883 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 53,701

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 7, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $72.37 to $73.34, 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 within the range set forth in this footnote.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 22:35 UTC
Steele ElisaDirector
SaleCommon Stock 4,300 $74.55 $320,565.00
Disclosure

SEC source: 0001628280-24-006696 · wk-form4_1708727689.xml · nonDerivative · entry 3

Steele Elisa · CIK 0001596281 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 61,190

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 14, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $74.38 to $74.90, 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 within the range set forth in this footnote.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 22:35 UTC
Steele ElisaDirector
SaleCommon Stock 3,931 $73.70 $289,714.70
Disclosure

SEC source: 0001628280-24-006696 · wk-form4_1708727689.xml · nonDerivative · entry 2

Steele Elisa · CIK 0001596281 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 65,490

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 14, 2023.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $73.38 to $74.37, 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 within the range set forth in this footnote.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 22:35 UTC
Steele ElisaDirector
SaleCommon Stock 1,039 $72.95 $75,795.05
Disclosure

SEC source: 0001628280-24-006696 · wk-form4_1708727689.xml · nonDerivative · entry 1

Steele Elisa · CIK 0001596281 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 69,421

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 14, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $72.37 to $73.34, 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 within the range set forth in this footnote.

Read SEC document
February 15, 2024 Filed Feb 16, 2024 22:24 UTC
Stack Lawrence JosephChief Revenue Officer
GrantCommon Stock 193,651 $0.00 $0.00
Disclosure

SEC source: 0001611052-24-000038 · wk-form4_1708122224.xml · nonDerivative · entry 1

Stack Lawrence Joseph · CIK 0002011273 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 193,651

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units ("RSUs"). One-fourth (1/4th) of the RSUs vest on the first anniversary of the Vesting Commencement Date (as such term is defined in the applicable RSU grant agreement) and thereafter, one-sixteenth (1/16th) of the RSUs vest quarterly on each February 20, May 20, August 20 and November 20 (each, a "Company Vesting Date"), and subject to the Reporting Person's continued service through each Company Vesting Date.

Read SEC document
February 09, 2024 Filed Feb 9, 2024 23:34 UTC SaleCommon Stock 9,270 $75.00 $695,250.00
Disclosure

SEC source: 0001611052-24-000028 · wk-form4_1707521655.xml · nonDerivative · entry 1

CALDWELL NANCI · CIK 0001232403 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 64,280

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 11, 2023.

Read SEC document
February 09, 2024 Filed Feb 9, 2024 23:30 UTC
Steele ElisaDirector
SaleCommon Stock 6,180 $75.00 $463,500.00
Disclosure

SEC source: 0001611052-24-000027 · wk-form4_1707521443.xml · nonDerivative · entry 1

Steele Elisa · CIK 0001596281 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 70,460

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 14, 2023.

Read SEC document
February 09, 2024 Filed Feb 9, 2024 23:28 UTC
Singer Benjamin CChief Legal Officer; Secretary
SaleCommon Stock 8,000 $75.00 $600,000.00
Disclosure

SEC source: 0001611052-24-000026 · wk-form4_1707521290.xml · nonDerivative · entry 1

Singer Benjamin C · CIK 0001710257 · Chief Legal Officer; Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 116,318

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 8, 2023.

Read SEC document
February 07, 2024 Filed Feb 8, 2024 01:12 UTC SaleCommon Stock 5,128 $71.79 $368,139.12
Disclosure

SEC source: 0001611052-24-000022 · wk-form4_1707354718.xml · nonDerivative · entry 4

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,532,781

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated December 14, 2022.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $71.37 to $72.31, 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 within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 01:12 UTC SaleCommon Stock 5,128 $71.88 $368,600.64
Disclosure

SEC source: 0001611052-24-000022 · wk-form4_1707354718.xml · nonDerivative · entry 3

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,537,909

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated December 14, 2022.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $71.46 to $72.36, 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 within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
February 05, 2024 Filed Feb 8, 2024 01:12 UTC SaleCommon Stock 2,300 $72.72 $167,256.00
Disclosure

SEC source: 0001611052-24-000022 · wk-form4_1707354718.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,543,037

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated December 14, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $72.44 to $73.09, 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 within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
February 05, 2024 Filed Feb 8, 2024 01:12 UTC SaleCommon Stock 2,828 $71.80 $203,050.40
Disclosure

SEC source: 0001611052-24-000022 · wk-form4_1707354718.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,545,337

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated December 14, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $71.41 to $72.40, 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 within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
February 01, 2024 Filed Feb 6, 2024 00:40 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 734 $71.84 $52,730.56
Disclosure

SEC source: 0001611052-24-000018 · wk-form4_1707180045.xml · nonDerivative · entry 7

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 537,099

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated June 7, 2023.

F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $71.48 to $72.25, 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 within the range set forth in this footnote.

F10 · ownership.nature: The shares are held by The Courtemanche 2016 Irrevocable Trust.

Read SEC document
February 01, 2024 Filed Feb 6, 2024 00:40 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 616 $70.89 $43,668.24
Disclosure

SEC source: 0001611052-24-000018 · wk-form4_1707180045.xml · nonDerivative · entry 6

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 537,833

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated June 7, 2023.

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $70.44 to $71.39, 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 within the range set forth in this footnote.

F10 · ownership.nature: The shares are held by The Courtemanche 2016 Irrevocable Trust.

Read SEC document
February 01, 2024 Filed Feb 6, 2024 00:40 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 2,173 $71.73 $155,869.29
Disclosure

SEC source: 0001611052-24-000018 · wk-form4_1707180045.xml · nonDerivative · entry 5

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,253,230

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated June 7, 2023.

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $71.32 to $72.25, 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 within the range set forth in this footnote.

F7 · ownership.nature: The shares are held of record by the Courtemanche 2021 Irrevocable Trust UA DTD 6/10/2021.

Read SEC document
February 01, 2024 Filed Feb 6, 2024 00:40 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 977 $70.57 $68,946.89
Disclosure

SEC source: 0001611052-24-000018 · wk-form4_1707180045.xml · nonDerivative · entry 4

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,255,403

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated June 7, 2023.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $70.12 to $70.96, 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 sold at each separate price within the range set forth in this footnote.

F7 · ownership.nature: The shares are held of record by the Courtemanche 2021 Irrevocable Trust UA DTD 6/10/2021.

Read SEC document
February 01, 2024 Filed Feb 6, 2024 00:40 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 2,078 $72.23 $150,093.94
Disclosure

SEC source: 0001611052-24-000018 · wk-form4_1707180045.xml · nonDerivative · entry 3

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 2,920,108

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated June 7, 2023.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold as part of a block trade in multiple transactions at prices ranging from $72.17 to $72.27, 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 within the range set forth in this footnote.

F3 · ownership.nature: Shares are held by the Craig F. Courtemanche and Hillary Courtemanche Family Trust dated as of November 1, 2012.

Read SEC document
February 01, 2024 Filed Feb 6, 2024 00:40 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 42,286 $71.67 $3,030,637.62
Disclosure

SEC source: 0001611052-24-000018 · wk-form4_1707180045.xml · nonDerivative · entry 2

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 2,922,186

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated June 7, 2023.

F4 · price: The price reported in Column 4 is a weighted average price . These shares were sold as part of a block trade in multiple transactions at prices ranging from $71.17 to $72.15, 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 within the range set forth in this footnote.

F3 · ownership.nature: Shares are held by the Craig F. Courtemanche and Hillary Courtemanche Family Trust dated as of November 1, 2012.

Read SEC document
February 01, 2024 Filed Feb 6, 2024 00:40 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 19,136 $70.56 $1,350,236.16
Disclosure

SEC source: 0001611052-24-000018 · wk-form4_1707180045.xml · nonDerivative · entry 1

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 2,964,472

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated June 7, 2023.

F2 · price: The price reported in Column 4 is a weighted average price . These shares were sold as part of a block trade in multiple transactions at prices ranging from $70.12 to $71.08, 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 within the range set forth in this footnote.

F3 · ownership.nature: Shares are held by the Craig F. Courtemanche and Hillary Courtemanche Family Trust dated as of November 1, 2012.

Read SEC document
February 01, 2024 Filed Feb 6, 2024 00:44 UTC
Singer Benjamin CChief Legal Officer; Secretary
SaleCommon Stock 3,000 $71.39 $214,170.00
Disclosure

SEC source: 0001611052-24-000020 · wk-form4_1707180236.xml · nonDerivative · entry 1

Singer Benjamin C · CIK 0001710257 · Chief Legal Officer; Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 124,318

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 8, 2023.

Read SEC document
January 22, 2024 Filed Jan 24, 2024 21:34 UTC
Fu HowardCFO & Treasurer
SaleCommon Stock 1,142 $69.67 $79,563.14
Disclosure

SEC source: 0001611052-24-000015 · wk-form4_1706132049.xml · nonDerivative · entry 1

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 144,608

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated August 9, 2023.

Read SEC document
January 12, 2024 Filed Jan 17, 2024 01:52 UTC SaleCommon Stock 5,128 $69.29 $355,319.12
Disclosure

SEC source: 0001611052-24-000013 · wk-form4_1705456313.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,548,165

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated December 14, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $68. 97 to $69.58, 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 within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
January 11, 2024 Filed Jan 17, 2024 01:52 UTC SaleCommon Stock 5,128 $70.11 $359,524.08
Disclosure

SEC source: 0001611052-24-000013 · wk-form4_1705456313.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,553,293

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated December 14, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $69. 80 to $70.50, 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 within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

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January 10, 2024 Filed Jan 11, 2024 21:27 UTC SaleCommon Stock 5,128 $69.77 $357,780.56
Disclosure

SEC source: 0001611052-24-000010 · wk-form4_1705008451.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,558,421

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated December 14, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $69.47 to $70.01, 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 within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
January 09, 2024 Filed Jan 10, 2024 22:35 UTC
Singer Benjamin CChief Legal Officer; Secretary
SaleCommon Stock 1,000 $70.00 $70,000.00
Disclosure

SEC source: 0001611052-24-000008 · wk-form4_1704926096.xml · nonDerivative · entry 1

Singer Benjamin C · CIK 0001710257 · Chief Legal Officer; Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 127,318

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 8, 2023.

Read SEC document
January 08, 2024 Filed Jan 10, 2024 22:32 UTC
Fu HowardCFO & Treasurer
SaleCommon Stock 1,140 $65.90 $75,126.00
Disclosure

SEC source: 0001611052-24-000006 · wk-form4_1704925953.xml · nonDerivative · entry 1

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 145,750

Read SEC document
January 02, 2024 Filed Jan 4, 2024 21:51 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 235 $68.48 $16,092.80
Disclosure

SEC source: 0001209191-24-000823 · doc4.xml · nonDerivative · entry 6

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 538,449

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated June 7, 2023.

F10 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $68.165 to $68.8925, 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 within the range set forth in this footnote.

F9 · ownership.nature: The shares are held of record by The Courtemanche 2016 Irrevocable Trust.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 21:51 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 1,115 $67.75 $75,541.25
Disclosure

SEC source: 0001209191-24-000823 · doc4.xml · nonDerivative · entry 5

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 538,684

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated June 7, 2023.

F8 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $67.15 to $68.14, 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 within the range set forth in this footnote.

F9 · ownership.nature: The shares are held of record by The Courtemanche 2016 Irrevocable Trust.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 21:51 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 458 $68.61 $31,423.38
Disclosure

SEC source: 0001209191-24-000823 · doc4.xml · nonDerivative · entry 4

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 1,256,380

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated June 7, 2023.

F7 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $68.24 to $68.84, 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 within the range set forth in this footnote.

F6 · ownership.nature: The shares are held of record by Courtemanche 2021 Irrevocable Trust UA DTD 6/10/2021.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 21:51 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 2,692 $67.77 $182,436.84
Disclosure

SEC source: 0001209191-24-000823 · doc4.xml · nonDerivative · entry 3

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 1,256,838

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated June 7, 2023.

F5 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $67.24 to $68.20, 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 within the range set forth in this footnote.

F6 · ownership.nature: The shares are held of record by Courtemanche 2021 Irrevocable Trust UA DTD 6/10/2021.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 21:51 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 14,649 $68.44 $1,002,577.56
Disclosure

SEC source: 0001209191-24-000823 · doc4.xml · nonDerivative · entry 2

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 2,983,608

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated June 7, 2023.

F4 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $68.09 to $69.05, 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 within the range set forth in this footnote.

F3 · ownership.nature: The shares were held by Craig F. Courtemanche and Hillary Courtemanche Family Trust dated as of November 1, 2012.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 21:51 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 48,851 $67.72 $3,308,189.72
Disclosure

SEC source: 0001209191-24-000823 · doc4.xml · nonDerivative · entry 1

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 2,998,257

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated June 7, 2023.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $67.09 to $68.08, 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 within the range set forth in this footnote.

F3 · ownership.nature: The shares were held by Craig F. Courtemanche and Hillary Courtemanche Family Trust dated as of November 1, 2012.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 21:52 UTC
Singer Benjamin CChief Legal Officer; Secretary
SaleCommon Stock 2,000 $68.75 $137,500.00
Disclosure

SEC source: 0001209191-24-000824 · doc4.xml · nonDerivative · entry 1

Singer Benjamin C · CIK 0001710257 · Chief Legal Officer; Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 128,318

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 8, 2023.

Read SEC document
December 26, 2023 Filed Dec 28, 2023 22:59 UTC SaleCommon Stock 9,270 $70.00 $648,900.00
Disclosure

SEC source: 0001209191-23-059949 · doc4.xml · nonDerivative · entry 1

CALDWELL NANCI · CIK 0001232403 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 73,550

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 11, 2023.

Read SEC document
December 26, 2023 Filed Dec 28, 2023 23:03 UTC
Singer Benjamin CChief Legal Officer; Secretary
SaleCommon Stock 1,000 $70.00 $70,000.00
Disclosure

SEC source: 0001209191-23-059951 · doc4.xml · nonDerivative · entry 1

Singer Benjamin C · CIK 0001710257 · Chief Legal Officer; Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 130,318

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 8, 2023.

Read SEC document
December 21, 2023 Filed Dec 26, 2023 20:16 UTC
Fu HowardCFO & Treasurer
SaleCommon Stock 1,157 $67.79 $78,433.03
Disclosure

SEC source: 0001209191-23-059667 · doc4.xml · nonDerivative · entry 1

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 146,890

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated August 9, 2023.

Read SEC document
December 14, 2023 Filed Dec 15, 2023 21:39 UTC
Singer Benjamin CChief Legal Officer; Secretary
SaleCommon Stock 1,000 $65.00 $65,000.00
Disclosure

SEC source: 0001209191-23-058787 · doc4.xml · nonDerivative · entry 2

Singer Benjamin C · CIK 0001710257 · Chief Legal Officer; Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 131,318

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated September 8, 2023.

Read SEC document
December 14, 2023 Filed Dec 19, 2023 00:30 UTC
Fleming William Fred JrSVP, Corporate Controller
Exercise / conversionStock Option (Right to Buy) · Derivative 6,000 $12.22 Strike: $12.22 $73,320.00
Disclosure

SEC source: 0001209191-23-059049 · doc4.xml · derivative · entry 2

Fleming William Fred Jr · CIK 0001805695 · SVP, Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,063

Underlying: Common Stock · 6,000 shares

Expires 2028-06-17

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

F1 · derivative.exercise_date: 1/4th of the shares subject to the option vested on June 04, 2019 and 1/48th of the shares subject to the option vested monthly thereafter, subject to continued service through each applicable vesting date.

Read SEC document
December 14, 2023 Filed Dec 19, 2023 00:30 UTC
Fleming William Fred JrSVP, Corporate Controller
Exercise / conversionCommon Stock 6,000 $12.22 $73,320.00
Disclosure

SEC source: 0001209191-23-059049 · doc4.xml · nonDerivative · entry 1

Fleming William Fred Jr · CIK 0001805695 · SVP, Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,809

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

Read SEC document

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