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PCOR

PROCORE TECHNOLOGIES, INC.

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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
August 22, 2023 Filed Aug 24, 2023 22:19 UTC SaleCommon Stock 303 $63.37 $19,201.11
Disclosure

SEC source: 0001209191-23-047244 · doc4.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,635,341

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 $63.33 to $63.42, 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. Includes 166,667 shares previously held by Kevin O'Connor 2021 GRAT.

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August 22, 2023 Filed Aug 24, 2023 22:19 UTC SaleCommon Stock 4,825 $62.65 $302,286.25
Disclosure

SEC source: 0001209191-23-047244 · doc4.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,635,644

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 $62.26 to $63.26, 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. Includes 166,667 shares previously held by Kevin O'Connor 2021 GRAT.

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August 10, 2023 Filed Aug 14, 2023 23:49 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
GiftCommon Stock 21,810 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-045736 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 3,455,945

F1 · shares: 21,810 shares transferred by Craig F. Courtemanche, Jr. to the Craig F. Courtemanche and Hillary Courtemanche Family Trust dated as of November 1, 2012.

F2 · ownership.nature: The shares are held by Craig F. Courtemanche and Hillary Courtemanche Family Trust dated as of November 1, 2012.

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August 10, 2023 Filed Aug 14, 2023 23:49 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
GiftCommon Stock 21,810 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-045736 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 872,582

F1 · shares: 21,810 shares transferred by Craig F. Courtemanche, Jr. to the Craig F. Courtemanche and Hillary Courtemanche Family Trust dated as of November 1, 2012.

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August 09, 2023 Filed Aug 9, 2023 21:02 UTC
Durling Joy DriscollChief Data Officer
SaleCommon Stock 3,150 $64.33 $202,639.50
Disclosure

SEC source: 0001209191-23-045258 · doc4.xml · nonDerivative · entry 1

Durling Joy Driscoll · CIK 0001808224 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,522

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $63.30 to $64.37, 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.

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August 09, 2023 Filed Aug 11, 2023 19:04 UTC
Singer Benjamin CChief Legal Officer; Secretary
SaleCommon Stock 8,000 $65.34 $522,720.00
Disclosure

SEC source: 0001209191-23-045407 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 158,394

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $65.33 to $65.38, 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.

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August 05, 2023 Filed Aug 8, 2023 20:30 UTC
Makan Divesh10% owner
OtherCommon Stock 430,327 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-017840 · doc4.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: 2,671,708

F5 · kind: On August 5, 2023, ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest") distributed, for no consideration, in the aggregate 430,327 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.

F5 · price: On August 5, 2023, ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest") distributed, for no consideration, in the aggregate 430,327 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.

F6 · ownership.direct: The shares are held by ICONIQ II Co-Invest.

F17 · ownership.direct: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") is the sole general partner of each of ICONIQ II, ICONIQ II-B and 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 III, ICONIQ III-B and 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 IV, ICONIQ IV-B and ICONIQ IV Co-Invest. ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F18 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ V and 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 VI and ICONIQ VI-B. ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP. 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.

F19 · ownership.direct: 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
August 05, 2023 Filed Aug 8, 2023 20:30 UTC
Makan Divesh10% owner
OtherCommon Stock 908,760 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-017840 · doc4.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: 5,642,083

F3 · kind: On August 5, 2023, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") distributed, for no consideration, in the aggregate 908,760 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 · price: On August 5, 2023, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") distributed, for no consideration, in the aggregate 908,760 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.

F4 · ownership.direct: The shares are held by ICONIQ II-B.

F17 · ownership.direct: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") is the sole general partner of each of ICONIQ II, ICONIQ II-B and 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 III, ICONIQ III-B and 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 IV, ICONIQ IV-B and ICONIQ IV Co-Invest. ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F18 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ V and 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 VI and ICONIQ VI-B. ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP. 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.

F19 · ownership.direct: 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
August 05, 2023 Filed Aug 8, 2023 20:30 UTC
Makan Divesh10% owner
OtherCommon Stock 1,160,913 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-017840 · doc4.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: 7,207,584

F1 · kind: On August 5, 2023, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 1,160,913 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 August 5, 2023, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 1,160,913 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.

F17 · ownership.direct: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") is the sole general partner of each of ICONIQ II, ICONIQ II-B and 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 III, ICONIQ III-B and 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 IV, ICONIQ IV-B and ICONIQ IV Co-Invest. ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F18 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ V and 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 VI and ICONIQ VI-B. ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP. 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.

F19 · ownership.direct: 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
August 05, 2023 Filed Aug 8, 2023 20:30 UTC
Griffith William J.G.Director · 10% owner
OtherCommon Stock 430,327 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-017841 · doc4.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: 2,671,708

F5 · kind: On August 5, 2023, ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest") distributed, for no consideration, in the aggregate 430,327 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.

F5 · price: On August 5, 2023, ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest") distributed, for no consideration, in the aggregate 430,327 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.

F6 · ownership.direct: The shares are held by ICONIQ II Co-Invest.

F17 · ownership.direct: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") is the sole general partner of each of ICONIQ II, ICONIQ II-B and 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 III, ICONIQ III-B and 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 IV, ICONIQ IV-B and ICONIQ IV Co-Invest. ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F18 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ V and 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 VI and ICONIQ VI-B. ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP. 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.

F19 · ownership.direct: 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
August 05, 2023 Filed Aug 8, 2023 20:30 UTC
Griffith William J.G.Director · 10% owner
OtherCommon Stock 908,760 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-017841 · doc4.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: 5,642,083

F3 · kind: On August 5, 2023, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") distributed, for no consideration, in the aggregate 908,760 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 · price: On August 5, 2023, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") distributed, for no consideration, in the aggregate 908,760 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.

F4 · ownership.direct: The shares are held by ICONIQ II-B.

F17 · ownership.direct: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") is the sole general partner of each of ICONIQ II, ICONIQ II-B and 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 III, ICONIQ III-B and 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 IV, ICONIQ IV-B and ICONIQ IV Co-Invest. ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F18 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ V and 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 VI and ICONIQ VI-B. ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP. 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.

F19 · ownership.direct: 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
August 05, 2023 Filed Aug 8, 2023 20:30 UTC
Griffith William J.G.Director · 10% owner
OtherCommon Stock 1,160,913 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-017841 · doc4.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: 7,207,584

F1 · kind: On August 5, 2023, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 1,160,913 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 August 5, 2023, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 1,160,913 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.

F17 · ownership.direct: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") is the sole general partner of each of ICONIQ II, ICONIQ II-B and 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 III, ICONIQ III-B and 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 IV, ICONIQ IV-B and ICONIQ IV Co-Invest. ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F18 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ V and 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 VI and ICONIQ VI-B. ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP. 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.

F19 · ownership.direct: 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
July 18, 2023 Filed Jul 21, 2023 00:17 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 26,775 $75.00 $2,008,125.00
Disclosure

SEC source: 0001209191-23-042979 · 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: 3,434,135

F1 · kind: Shares sold pursuant to a 10b5-1 plan originally dated March 11, 2022 and amended on June 14, 2022.

F2 · ownership.nature: The shares were held by Craig F. Courtemanche and Hillary Courtemanche Family Trust dated as of November 1, 2012.

Read SEC document
July 18, 2023 Filed Jul 21, 2023 00:18 UTC
Steele ElisaDirector
SaleCommon Stock 6,180 $75.00 $463,500.00
Disclosure

SEC source: 0001209191-23-042981 · doc4.xml · nonDerivative · entry 1

Steele Elisa · CIK 0001596281 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,640

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated August 29, 2022.

Read SEC document
July 12, 2023 Filed Jul 14, 2023 20:54 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 26,775 $70.04 $1,875,321.00
Disclosure

SEC source: 0001209191-23-042281 · 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: 3,460,910

F1 · kind: Shares sold pursuant to a 10b5-1 plan originally dated March 11, 2022 and amended on June 14, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $70.00 to $70.06, 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
July 06, 2023 Filed Jul 10, 2023 21:58 UTC SaleCommon Stock 400 $62.47 $24,988.00
Disclosure

SEC source: 0001209191-23-041957 · doc4.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,473,802

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 $62.46 to $62.48, 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
July 06, 2023 Filed Jul 10, 2023 21:58 UTC SaleCommon Stock 4,728 $61.82 $292,284.96
Disclosure

SEC source: 0001209191-23-041957 · doc4.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,474,202

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 $61.39 to $62.24, 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
July 05, 2023 Filed Jul 6, 2023 21:54 UTC SaleCommon Stock 5,128 $63.48 $325,525.44
Disclosure

SEC source: 0001209191-23-041647 · doc4.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,478,930

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 $63.05 to $63.89, 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
July 03, 2023 Filed Jul 6, 2023 21:54 UTC SaleCommon Stock 5,128 $64.42 $330,345.76
Disclosure

SEC source: 0001209191-23-041647 · doc4.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,484,058

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 $64.14 to $64.94, 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
July 03, 2023 Filed Jul 6, 2023 21:52 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 4,278 $64.78 $277,128.84
Disclosure

SEC source: 0001209191-23-041645 · 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: 3,487,685

F1 · kind: Shares sold pursuant to a 10b5-1 plan originally dated March 11, 2022 and amended on June 14, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $64.68 to $65.00, 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
July 03, 2023 Filed Jul 6, 2023 21:52 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 19,922 $64.20 $1,278,992.40
Disclosure

SEC source: 0001209191-23-041645 · 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: 3,491,963

F1 · kind: Shares sold pursuant to a 10b5-1 plan originally dated March 11, 2022 and amended on June 14, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $63.68 to $64.67, 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 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
June 21, 2023 Filed Aug 22, 2024 01:13 UTC SaleCommon Stock 31,543 $65.62 $2,069,851.66
Disclosure

SEC source: 0001415889-24-021967 · form4-08222024_010847.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,405,078

F1 · kind: The reporting person contributed shares of common stock of Procore Technologies, Inc. (the "Common Stock") to an exchange fund in exchange for shares of the exchange fund. The Common Stock was valued at $65.62 per share for the purpose of determining the number of shares of the exchange fund issuable to the reporting person

F1 · price: The reporting person contributed shares of common stock of Procore Technologies, Inc. (the "Common Stock") to an exchange fund in exchange for shares of the exchange fund. The Common Stock was valued at $65.62 per share for the purpose of determining the number of shares of the exchange fund issuable to the reporting person

F2 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
June 15, 2023 Filed Jun 16, 2023 21:08 UTC GiftCommon Stock 15,200 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-037983 · doc4.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,489,186

F1 · shares: The Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19 donated these shares as a gift to a donor advised fund.

F2 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
June 09, 2023 Filed Jun 9, 2023 23:51 UTC
Steele ElisaDirector
SaleCommon Stock 2,036 $65.80 $133,968.80
Disclosure

SEC source: 0001209191-23-036072 · doc4.xml · nonDerivative · entry 2

Steele Elisa · CIK 0001596281 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,820

Read SEC document
June 09, 2023 Filed Jun 13, 2023 20:33 UTC SaleCommon Stock 1,446 $65.44 $94,626.24
Disclosure

SEC source: 0001209191-23-036717 · doc4.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,504,386

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 $65.35 to $65.52, 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
June 09, 2023 Filed Jun 13, 2023 20:33 UTC SaleCommon Stock 3,682 $64.62 $237,930.84
Disclosure

SEC source: 0001209191-23-036717 · doc4.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,505,832

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 $64.24 to $65.18, 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
June 09, 2023 Filed Jun 13, 2023 16:38 UTC
Durling Joy DriscollChief Data Officer
SaleCommon Stock 3,100 $64.92 $201,252.00
Disclosure

SEC source: 0001209191-23-036732 · doc4.xml · nonDerivative · entry 1

Durling Joy Driscoll · CIK 0001808224 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 131,672

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $64.89 to $65.02, 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
June 09, 2023 Filed Jun 13, 2023 20:34 UTC SaleCommon Stock 2,036 $64.57 $131,464.52
Disclosure

SEC source: 0001209191-23-036720 · doc4.xml · nonDerivative · entry 1

Bueker Kathryn · CIK 0001741660 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,721

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $64.57 to $64.59 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
June 08, 2023 Filed Jun 10, 2023 00:50 UTC SaleCommon Stock 1,600 $62.74 $100,384.00
Disclosure

SEC source: 0001209191-23-036126 · doc4.xml · nonDerivative · entry 4

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,509,514

F2 · 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 $62.48 to $62.86, 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.

F4 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
June 08, 2023 Filed Jun 10, 2023 00:50 UTC SaleCommon Stock 3,528 $61.89 $218,347.92
Disclosure

SEC source: 0001209191-23-036126 · doc4.xml · nonDerivative · entry 3

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,511,114

F2 · 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 $61.46 to $62.45, 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 within the range set forth in this footnote.

F4 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
June 08, 2023 Filed Jun 9, 2023 22:08 UTC SaleCommon Stock 2,036 $63.88 $130,059.68
Disclosure

SEC source: 0001209191-23-035996 · doc4.xml · nonDerivative · entry 2

CALDWELL NANCI · CIK 0001232403 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,820

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $63.88 to $63.89, 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
June 07, 2023 Filed Jun 10, 2023 00:50 UTC SaleCommon Stock 5,128 $65.75 $337,166.00
Disclosure

SEC source: 0001209191-23-036126 · doc4.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,514,642

F2 · kind: Shares sold pursuant to a 10b5-1 plan dated December 14, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $65.58 to $65.93, 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.

F4 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
June 07, 2023 Filed Jun 10, 2023 00:50 UTC GrantCommon Stock 3,574 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-036126 · doc4.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,696

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units ("RSUs"). 100% of the RSUs vest on the date of the issuer's 2024 annual meeting of stockholders (or the date immediately preceding such date if the Reporting Person's service as a director ends at such annual meeting as a result of the Reporting Person's failure to be re-elected or the Reporting Person not standing for re-election), subject to the Reporting Person's continued service through such vesting date.

Read SEC document
June 07, 2023 Filed Jun 9, 2023 22:10 UTC GrantCommon Stock 3,574 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-035999 · doc4.xml · nonDerivative · entry 1

Bueker Kathryn · CIK 0001741660 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,757

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units ("RSUs"). 100% of the RSUs vest on the date of the issuer's 2024 annual meeting of stockholders (or the date immediately preceding such date if the Reporting Person's service as a director ends at such annual meeting as a result of the Reporting Person's failure to be re-elected or the Reporting Person not standing for re-election), subject to the Reporting Person's continued service through such vesting date.

Read SEC document
June 07, 2023 Filed Jun 9, 2023 22:08 UTC GrantCommon Stock 3,574 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-035996 · doc4.xml · nonDerivative · entry 1

CALDWELL NANCI · CIK 0001232403 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,856

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units ("RSUs"). 100% of the RSUs vest on the date of the issuer's 2024 annual meeting of stockholders (or the date immediately preceding such date if the Reporting Person's service as a director ends at such annual meeting as a result of the Reporting Person's failure to be re-elected or the Reporting Person not standing for re-election), subject to the Reporting Person's continued service through such vesting date.

Read SEC document
June 07, 2023 Filed Jun 9, 2023 22:16 UTC
SMITH GRAHAMDirector
GrantCommon Stock 3,574 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-036007 · doc4.xml · nonDerivative · entry 1

SMITH GRAHAM · CIK 0001219883 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,790

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units ("RSUs"). 100% of the RSUs vest on the date of the issuer's 2024 annual meeting of stockholders (or the date immediately preceding such date if the Reporting Person's service as a director ends at such annual meeting as a result of the Reporting Person's failure to be re-elected or the Reporting Person not standing for re-election), subject to the Reporting Person's continued service through such vesting date.

Read SEC document
June 07, 2023 Filed Jun 9, 2023 23:51 UTC
Steele ElisaDirector
GrantCommon Stock 3,574 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-036072 · doc4.xml · nonDerivative · entry 1

Steele Elisa · CIK 0001596281 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,856

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units ("RSUs"). 100% of the RSUs vest on the date of the issuer's 2024 annual meeting of stockholders (or the date immediately preceding such date if the Reporting Person's service as a director ends at such annual meeting as a result of the Reporting Person's failure to be re-elected or the Reporting Person not standing for re-election), subject to the Reporting Person's continued service through such vesting date.

Read SEC document
June 07, 2023 Filed Jun 9, 2023 22:11 UTC
Chapple ErinDirector
GrantCommon Stock 3,574 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-036002 · doc4.xml · nonDerivative · entry 1

Chapple Erin · CIK 0001901052 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,907

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units ("RSUs"). 100% of the RSUs vest on the date of the issuer's 2024 annual meeting of stockholders (or the date immediately preceding such date if the Reporting Person's service as a director ends at such annual meeting as a result of the Reporting Person's failure to be re-elected or the Reporting Person not standing for re-election), subject to the Reporting Person's continued service through such vesting date.

Read SEC document
June 06, 2023 Filed Jun 9, 2023 00:35 UTC
Makan Divesh10% owner
OtherCommon Stock 470,875 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-014976 · doc4.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: 3,102,035

F5 · kind: On June 6, 2023, ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest") distributed, for no consideration, in the aggregate 470,875 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.

F5 · price: On June 6, 2023, ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest") distributed, for no consideration, in the aggregate 470,875 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.

F6 · ownership.direct: The shares are held by ICONIQ II Co-Invest.

F17 · ownership.direct: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") is the sole general partner of each of ICONIQ II, ICONIQ II-B and 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 III, ICONIQ III-B and 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 IV, ICONIQ IV-B and ICONIQ IV Co-Invest. ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F18 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ V and 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 VI and ICONIQ VI-B. ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP. 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.

F19 · ownership.direct: 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
June 06, 2023 Filed Jun 9, 2023 00:35 UTC
Makan Divesh10% owner
OtherCommon Stock 994,388 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-014976 · doc4.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: 6,550,843

F3 · kind: On June 6, 2023, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") distributed, for no consideration, in the aggregate 994,388 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 · price: On June 6, 2023, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") distributed, for no consideration, in the aggregate 994,388 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.

F4 · ownership.direct: The shares are held by ICONIQ II-B.

F17 · ownership.direct: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") is the sole general partner of each of ICONIQ II, ICONIQ II-B and 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 III, ICONIQ III-B and 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 IV, ICONIQ IV-B and ICONIQ IV Co-Invest. ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F18 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ V and 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 VI and ICONIQ VI-B. ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP. 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.

F19 · ownership.direct: 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
June 06, 2023 Filed Jun 9, 2023 00:35 UTC
Makan Divesh10% owner
OtherCommon Stock 1,270,299 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-014976 · doc4.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: 8,368,497

F1 · kind: On June 6, 2023, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 1,270,299 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 June 6, 2023, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 1,270,299 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.

F17 · ownership.direct: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") is the sole general partner of each of ICONIQ II, ICONIQ II-B and 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 III, ICONIQ III-B and 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 IV, ICONIQ IV-B and ICONIQ IV Co-Invest. ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F18 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ V and 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 VI and ICONIQ VI-B. ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP. 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.

F19 · ownership.direct: 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
June 06, 2023 Filed Jun 9, 2023 00:31 UTC
Griffith William J.G.Director · 10% owner
OtherCommon Stock 470,875 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-014974 · doc4.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: 3,102,035

F5 · kind: On June 6, 2023, ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest") distributed, for no consideration, in the aggregate 470,875 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.

F5 · price: On June 6, 2023, ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest") distributed, for no consideration, in the aggregate 470,875 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.

F6 · ownership.direct: The shares are held by ICONIQ II Co-Invest.

F17 · ownership.direct: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") is the sole general partner of each of ICONIQ II, ICONIQ II-B and 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 III, ICONIQ III-B and 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 IV, ICONIQ IV-B and ICONIQ IV Co-Invest. ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F18 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ V and 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 VI and ICONIQ VI-B. ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP. 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.

F19 · ownership.direct: 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
June 06, 2023 Filed Jun 9, 2023 00:31 UTC
Griffith William J.G.Director · 10% owner
OtherCommon Stock 994,388 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-014974 · doc4.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: 6,550,843

F3 · kind: On June 6, 2023, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") distributed, for no consideration, in the aggregate 994,388 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 · price: On June 6, 2023, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") distributed, for no consideration, in the aggregate 994,388 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.

F4 · ownership.direct: The shares are held by ICONIQ II-B.

F17 · ownership.direct: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") is the sole general partner of each of ICONIQ II, ICONIQ II-B and 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 III, ICONIQ III-B and 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 IV, ICONIQ IV-B and ICONIQ IV Co-Invest. ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F18 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ V and 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 VI and ICONIQ VI-B. ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP. 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.

F19 · ownership.direct: 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
June 06, 2023 Filed Jun 9, 2023 00:31 UTC
Griffith William J.G.Director · 10% owner
OtherCommon Stock 1,270,299 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-014974 · doc4.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: 8,368,497

F1 · kind: On June 6, 2023, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 1,270,299 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 June 6, 2023, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 1,270,299 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.

F17 · ownership.direct: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") is the sole general partner of each of ICONIQ II, ICONIQ II-B and 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 III, ICONIQ III-B and 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 IV, ICONIQ IV-B and ICONIQ IV Co-Invest. ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F18 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ V and 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 VI and ICONIQ VI-B. ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP. 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.

F19 · ownership.direct: 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
June 06, 2023 Filed Jun 9, 2023 12:03 UTC
Fleming William Fred JrSVP, Corporate Controller
Exercise / conversionStock Option (Right to Buy) · Derivative 2,000 $22.63 Strike: $22.63 $45,260.00
Disclosure

SEC source: 0001209191-23-035620 · doc4.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,000

Underlying: Common Stock · 2,000 shares

Expires 2029-06-04

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

F2 · derivative.exercise_date: 1/4 of shares subject to the option vested on April 16, 2020 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
June 06, 2023 Filed Jun 9, 2023 12:03 UTC
Fleming William Fred JrSVP, Corporate Controller
SaleCommon Stock 3,000 $66.50 $199,500.00
Disclosure

SEC source: 0001209191-23-035620 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,361

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $66.46 to $66.54, 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 with regard to the block trade.

Read SEC document
June 06, 2023 Filed Jun 9, 2023 12:03 UTC
Fleming William Fred JrSVP, Corporate Controller
Exercise / conversionCommon Stock 2,000 $22.63 $45,260.00
Disclosure

SEC source: 0001209191-23-035620 · 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: 89,361

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
June 02, 2023 Filed Jun 6, 2023 20:47 UTC
SMITH GRAHAMDirector
SaleCommon Stock 12,000 $63.42 $761,040.00
Disclosure

SEC source: 0001209191-23-034777 · doc4.xml · nonDerivative · entry 1

SMITH GRAHAM · CIK 0001219883 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,216

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $63.37 to $63.50, 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.

Read SEC document
June 01, 2023 Filed Jun 2, 2023 21:37 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 1,239 $60.59 $75,071.01
Disclosure

SEC source: 0001209191-23-033940 · 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: 3,511,885

F1 · kind: Shares sold pursuant to a 10b5-1 plan originally dated March 11, 2022 and amended on June 14, 2022.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $60.55 to $60.66, 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.

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June 01, 2023 Filed Jun 2, 2023 21:37 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 14,954 $60.09 $898,585.86
Disclosure

SEC source: 0001209191-23-033940 · 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: 3,513,124

F1 · kind: Shares sold pursuant to a 10b5-1 plan originally dated March 11, 2022 and amended on June 14, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $59.53 to $60.51, 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.

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