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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
June 01, 2023 Filed Jun 2, 2023 21:37 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 8,007 $58.89 $471,532.23
Disclosure

SEC source: 0001209191-23-033940 · 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: 3,528,078

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 $58.50 to $59.48, 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: The shares were held by Craig F. Courtemanche and Hillary Courtemanche Family Trust dated as of November 1, 2012.

Read SEC document
June 01, 2023 Filed Jun 2, 2023 21:38 UTC
Singer Benjamin CChief Legal Officer; Secretary
SaleCommon Stock 8,147 $61.86 $503,973.42
Disclosure

SEC source: 0001209191-23-033946 · 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: 166,394

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $61.83 to $61.92, 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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May 24, 2023 Filed May 26, 2023 00:33 UTC
Davis Steven ScottPresident Product & Technology
SaleCommon Stock 738 $57.95 $42,767.10
Disclosure

SEC source: 0001209191-23-032346 · doc4.xml · nonDerivative · entry 1

Davis Steven Scott · CIK 0001942011 · President Product & Technology

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 258,468

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $57.45 to $58.45, 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.

Read SEC document
May 24, 2023 Filed May 25, 2023 20:23 UTC
Durling Joy DriscollChief Data Officer
SaleCommon Stock 5,167 $57.95 $299,427.65
Disclosure

SEC source: 0001209191-23-032337 · doc4.xml · nonDerivative · entry 1

Durling Joy Driscoll · CIK 0001808224 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,772

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $57.45 to $58.45, 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.

Read SEC document
May 24, 2023 Filed May 26, 2023 00:32 UTC
Fleming William Fred JrSVP, Corporate Controller
SaleCommon Stock 2,496 $57.95 $144,643.20
Disclosure

SEC source: 0001209191-23-032344 · 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: 87,361

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $57.45 to $58.45, 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.

F3 · balance_after: Includes 271 shares purchased through the issuer's Employee Stock Purchase Plan on May 15, 2023.

Read SEC document
May 24, 2023 Filed May 26, 2023 00:21 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 29,181 $57.95 $1,691,038.95
Disclosure

SEC source: 0001209191-23-032331 · 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: 894,392

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $57.45 to $58.45, 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.

Read SEC document
May 24, 2023 Filed May 26, 2023 00:30 UTC
Singer Benjamin CChief Legal Officer; Secretary
SaleCommon Stock 8,211 $57.95 $475,827.45
Disclosure

SEC source: 0001209191-23-032342 · 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: 174,541

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $57.45 to $58.45, 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.

F3 · balance_after: Includes 289 shares purchased through the issuer's Employee Stock Purchase Plan on May 15, 2023.

Read SEC document
May 24, 2023 Filed May 26, 2023 00:28 UTC
Fu HowardCFO & Treasurer
SaleCommon Stock 5,078 $57.95 $294,270.10
Disclosure

SEC source: 0001209191-23-032340 · doc4.xml · nonDerivative · entry 1

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 163,442

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $57.45 to $58.45, 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.

F3 · balance_after: Includes 530 shares purchased through the issuer's Employee Stock Purchase Plan on May 15, 2023.

Read SEC document
May 18, 2023 Filed May 22, 2023 18:59 UTC
Durling Joy DriscollChief Data Officer
SaleCommon Stock 3,489 $58.40 $203,757.60
Disclosure

SEC source: 0001209191-23-031599 · doc4.xml · nonDerivative · entry 1

Durling Joy Driscoll · CIK 0001808224 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,939

F1 · shares: Includes 489 shares acquired through the issuer's Employee Stock Purchase Plan on May 15, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $58.39 to $58.43, 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
May 17, 2023 Filed May 19, 2023 01:40 UTC SaleCommon Stock 200 $55.11 $11,022.00
Disclosure

SEC source: 0001209191-23-030863 · doc4.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,519,770

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

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

Read SEC document
May 17, 2023 Filed May 19, 2023 01:40 UTC SaleCommon Stock 4,928 $54.58 $268,970.24
Disclosure

SEC source: 0001209191-23-030863 · doc4.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,519,970

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 $54.10 to $55.10, 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
May 16, 2023 Filed May 17, 2023 20:32 UTC SaleCommon Stock 5,128 $54.86 $281,322.08
Disclosure

SEC source: 0001209191-23-030206 · doc4.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,524,898

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 $54.49 to $55.19, 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
May 15, 2023 Filed May 17, 2023 20:32 UTC SaleCommon Stock 5,128 $54.62 $280,091.36
Disclosure

SEC source: 0001209191-23-030206 · doc4.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,530,026

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 $54.31 to $55.08, 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: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
May 08, 2023 Filed May 9, 2023 20:51 UTC
Fu HowardCFO & Treasurer
GrantCommon Stock 68,512 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-028297 · doc4.xml · nonDerivative · entry 1

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,990

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). 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") following the date hereof, beginning with the first Company Vesting Date of May 20, 2023 and subject to the Reporting Person's continued service through each Company Vesting Date.

Read SEC document
May 01, 2023 Filed May 3, 2023 22:30 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 8,856 $54.21 $480,083.76
Disclosure

SEC source: 0001209191-23-027148 · 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: 3,536,085

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 $53.99 to $54.47, 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
May 01, 2023 Filed May 3, 2023 22:30 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 15,344 $53.58 $822,131.52
Disclosure

SEC source: 0001209191-23-027148 · 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: 3,544,941

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 $52.98 to $53.97, 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
April 05, 2023 Filed Apr 6, 2023 20:25 UTC SaleCommon Stock 800 $56.80 $45,440.00
Disclosure

SEC source: 0001209191-23-023590 · doc4.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,535,154

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 $56.78 to $56.86, 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.

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

Read SEC document
April 05, 2023 Filed Apr 6, 2023 20:25 UTC SaleCommon Stock 4,328 $56.11 $242,844.08
Disclosure

SEC source: 0001209191-23-023590 · doc4.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,535,954

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 $55.73 to $56.55, 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
April 04, 2023 Filed Apr 5, 2023 21:37 UTC SaleCommon Stock 586 $61.70 $36,156.20
Disclosure

SEC source: 0001209191-23-023423 · doc4.xml · nonDerivative · entry 4

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,540,282

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 $61.67 to $61.74, 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
April 04, 2023 Filed Apr 5, 2023 21:37 UTC SaleCommon Stock 4,542 $61.29 $278,379.18
Disclosure

SEC source: 0001209191-23-023423 · doc4.xml · nonDerivative · entry 3

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,540,868

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 $60.66 to $61.66, 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: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:37 UTC SaleCommon Stock 600 $61.78 $37,068.00
Disclosure

SEC source: 0001209191-23-023423 · doc4.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,545,410

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 $61.75 to $61.94, 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
April 03, 2023 Filed Apr 5, 2023 21:37 UTC SaleCommon Stock 4,528 $61.00 $276,208.00
Disclosure

SEC source: 0001209191-23-023423 · doc4.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,546,010

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 $60.65 to $61.41, 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
April 03, 2023 Filed Apr 5, 2023 21:33 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 2,666 $61.80 $164,758.80
Disclosure

SEC source: 0001209191-23-023419 · 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: 3,560,285

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 $61.57 to $62.12, 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
April 03, 2023 Filed Apr 5, 2023 21:33 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 21,543 $61.10 $1,316,277.30
Disclosure

SEC source: 0001209191-23-023419 · 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: 3,562,951

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 $60.56 to $61.55, 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
March 30, 2023 Filed Apr 3, 2023 20:40 UTC
Davis Steven ScottPresident Product & Technology
GrantCommon Stock 47,876 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-022233 · doc4.xml · nonDerivative · entry 1

Davis Steven Scott · CIK 0001942011 · President Product & Technology

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 259,206

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). 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"), beginning with the first Company Vesting Date following the vesting commencement date of February 20, 2023 and subject to the Reporting Person's continued service through each Company Vesting Date.

Read SEC document
March 30, 2023 Filed Apr 3, 2023 16:45 UTC
Durling Joy DriscollChief Data Officer
GrantCommon Stock 28,065 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-022241 · doc4.xml · nonDerivative · entry 1

Durling Joy Driscoll · CIK 0001808224 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,939

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). 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"), beginning with the first Company Vesting Date following the Vesting Commencement Date (as such term is defined in applicable RSU grant agreement) and subject to the Reporting Person's continued service through each Company Vesting Date.

Read SEC document
March 30, 2023 Filed Apr 3, 2023 20:42 UTC
Fleming William Fred JrSVP, Corporate Controller
GrantCommon Stock 16,509 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-022237 · 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: 89,586

F2 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). One-half (1/2) of the shares underlying the RSUs will vest on the first anniversary of February 20, 2023 (the "Vesting Commencement Date"), and one-half (1/2) of the shares underlying the RSUs will vest on the second anniversary of the Vesting Commencement Date.

Read SEC document
March 30, 2023 Filed Apr 3, 2023 20:42 UTC
Fleming William Fred JrSVP, Corporate Controller
GrantCommon Stock 13,207 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-022237 · 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: 73,077

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). 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"), beginning with the first Company Vesting Date following the vesting commencement date of February 20, 2023 and subject to the Reporting Person's continued service through each Company Vesting Date.

Read SEC document
March 30, 2023 Filed Apr 3, 2023 20:37 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
GrantCommon Stock 198,105 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-022229 · 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: 923,573

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). 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"), beginning with the first Company Vesting Date following the vesting commencement date of February 20, 2023 and subject to the Reporting Person's continued service through each Company Vesting Date.

Read SEC document
March 30, 2023 Filed Apr 3, 2023 16:33 UTC
Lyandres PaulCFO & Treasurer
GrantCommon Stock 82,544 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-022224 · doc4.xml · nonDerivative · entry 1

Lyandres Paul · CIK 0001805685 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 502,829

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). 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"), beginning with the first Company Vesting Date following the vesting commencement date of February 20, 2023 and subject to the Reporting Person's continued service through each Company Vesting Date.

F2 · balance_after: Includes 122 shares acquired from a pro rata in-kind distribution by Bessemer Venture Partners VIII, LP.

Read SEC document
March 30, 2023 Filed Apr 3, 2023 20:47 UTC
Singer Benjamin CChief Legal Officer; Secretary
GrantCommon Stock 54,479 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-022245 · 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: 182,463

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). 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"), beginning with the first Company Vesting Date following the vesting commencement date of February 20, 2023 and subject to the Reporting Person's continued service through each Company Vesting Date.

Read SEC document
March 15, 2023 Filed Mar 15, 2023 23:40 UTC SaleCommon Stock 5,128 $58.58 $300,398.24
Disclosure

SEC source: 0001209191-23-019061 · doc4.xml · nonDerivative · entry 3

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 1,550,538

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 $58.09 to $59.06, 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: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
March 14, 2023 Filed Mar 15, 2023 23:40 UTC SaleCommon Stock 5,128 $60.00 $307,680.00
Disclosure

SEC source: 0001209191-23-019061 · doc4.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 1,555,666

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 $59.61 to $60.27, 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: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Read SEC document
March 14, 2023 Filed Mar 15, 2023 19:34 UTC
Durling Joy DriscollChief Data Officer
SaleCommon Stock 7,500 $59.69 $447,675.00
Disclosure

SEC source: 0001209191-23-019057 · doc4.xml · nonDerivative · entry 1

Durling Joy Driscoll · CIK 0001808224 · Chief Data Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 114,874

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $59.67 to $59.79, 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
March 13, 2023 Filed Mar 15, 2023 23:40 UTC SaleCommon Stock 5,128 $56.89 $291,731.92
Disclosure

SEC source: 0001209191-23-019061 · doc4.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 1,560,794

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 $56.48 to $57.44, 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
March 06, 2023 Filed Mar 8, 2023 22:26 UTC
Fleming William Fred JrSVP, Corporate Controller
Exercise / conversionStock Option (Right to Buy) · Derivative 1,000 $12.22 Strike: $12.22 $12,220.00
Disclosure

SEC source: 0001209191-23-017269 · doc4.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,063

Underlying: Common Stock · 1,000 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.

F2 · derivative.exercise_date: 1/4th of the shares subject to the option vest on June 04, 2019 and 1/48th of the shares subject to the option shall vest monthly thereafter, subject to continued service through each applicable vesting date.

Read SEC document
March 06, 2023 Filed Mar 8, 2023 22:26 UTC
Fleming William Fred JrSVP, Corporate Controller
SaleCommon Stock 4,000 $67.08 $268,320.00
Disclosure

SEC source: 0001209191-23-017269 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,870

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $67.05 to $67.14, 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 with regard to the block trade.

Read SEC document
March 06, 2023 Filed Mar 8, 2023 22:26 UTC
Fleming William Fred JrSVP, Corporate Controller
Exercise / conversionCommon Stock 1,000 $12.22 $12,220.00
Disclosure

SEC source: 0001209191-23-017269 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,870

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
March 03, 2023 Filed Mar 7, 2023 17:59 UTC
Lyandres PaulCFO & Treasurer
SaleCommon Stock 21,871 $66.72 $1,459,233.12
Disclosure

SEC source: 0001209191-23-016922 · doc4.xml · nonDerivative · entry 1

Lyandres Paul · CIK 0001805685 · CFO & Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 420,163

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $66.50 to $67.02, 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 with regard to the block trade.

F2 · balance_after: Includes 244 shares acquired from a pro rata in-kind distribution by Bessemer Venture Partners VIII, LP.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:39 UTC SaleCommon Stock 5,128 $66.03 $338,601.84
Disclosure

SEC source: 0001209191-23-015582 · doc4.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 1,565,922

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 $65.65 to $66.50, 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 with regard to the block trade.

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

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:34 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 2,562 $66.92 $171,449.04
Disclosure

SEC source: 0001209191-23-015549 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 3,584,494

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 $66.81 to $67.20, 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 with regard to the block trade.

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
March 01, 2023 Filed Mar 3, 2023 21:34 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 9,179 $66.12 $606,915.48
Disclosure

SEC source: 0001209191-23-015549 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 3,587,056

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 $65.76 to $66.75, 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.

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
March 01, 2023 Filed Mar 3, 2023 21:34 UTC
Courtemanche Craig F. Jr.Director · CEO & President · Chairman of the Board
SaleCommon Stock 12,459 $65.28 $813,323.52
Disclosure

SEC source: 0001209191-23-015549 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 3,596,235

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 $64.74 to $65.74, 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.

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
March 01, 2023 Filed Mar 3, 2023 22:37 UTC
Makan Divesh10% owner
OtherCommon Stock 588,034 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-007036 · 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: Not disclosed

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

Disclosed balance after: 3,572,910

F5 · kind: On March 1, 2023, ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest") distributed, for no consideration, in the aggregate 588,034 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 March 1, 2023, ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest") distributed, for no consideration, in the aggregate 588,034 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
March 01, 2023 Filed Mar 3, 2023 22:37 UTC
Makan Divesh10% owner
OtherCommon Stock 1,241,806 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-007036 · 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: Not disclosed

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

Disclosed balance after: 7,545,231

F3 · kind: On March 1, 2023, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") distributed, for no consideration, in the aggregate 1,241,806 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 March 1, 2023, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") distributed, for no consideration, in the aggregate 1,241,806 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
March 01, 2023 Filed Mar 3, 2023 22:37 UTC
Makan Divesh10% owner
OtherCommon Stock 1,586,368 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-007036 · 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: Not disclosed

Ownership: Direct

Disclosed balance after: 9,638,796

F1 · kind: On March 1, 2023, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 1,586,368 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 March 1, 2023, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 1,586,368 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
March 01, 2023 Filed Mar 3, 2023 22:41 UTC
Griffith William J.G.Director · 10% owner
OtherCommon Stock 588,034 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-007038 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 3,572,910

F5 · kind: On March 1, 2023, ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest") distributed, for no consideration, in the aggregate 588,034 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 March 1, 2023, ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest") distributed, for no consideration, in the aggregate 588,034 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.

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March 01, 2023 Filed Mar 3, 2023 22:41 UTC
Griffith William J.G.Director · 10% owner
OtherCommon Stock 1,241,806 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-007038 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 7,545,231

F3 · kind: On March 1, 2023, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") distributed, for no consideration, in the aggregate 1,241,806 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 March 1, 2023, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") distributed, for no consideration, in the aggregate 1,241,806 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.

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March 01, 2023 Filed Mar 3, 2023 22:41 UTC
Griffith William J.G.Director · 10% owner
OtherCommon Stock 1,586,368 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-007038 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 9,638,796

F1 · kind: On March 1, 2023, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 1,586,368 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 March 1, 2023, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 1,586,368 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.

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March 01, 2023 Filed Mar 3, 2023 21:43 UTC
Singer Benjamin CChief Legal Officer; Secretary
SaleCommon Stock 8,390 $65.04 $545,685.60
Disclosure

SEC source: 0001209191-23-015600 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 127,984

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $65.02 to $65.17, 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.

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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.