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ROOT

Root, Inc.

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764
SEC CIK
0001788882
Parsed reports
333

Last 12 months

Inside the activity.

0 purchase rows · 13 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202502
Jan 202600
Feb 202600
Mar 202607
Apr 202602
May 202602
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 30, 2020 Filed Nov 4, 2020 02:49 UTC
Geidt ElliotDirector
OtherCommon Stock 15,139,218 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-056819 · doc4.xml · nonDerivative · entry 2

Geidt Elliot · CIK 0001825792 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F6 · security: Immediately prior to the completion of the Issuer's initial public offering and following the conversion of each series of the Issuer's convertible preferred stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F6 · price: Immediately prior to the completion of the Issuer's initial public offering and following the conversion of each series of the Issuer's convertible preferred stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F4 · ownership.nature: Includes 14,685,053 shares held by Redpoint Omega II, L.P. ("RO II") and 454,165 shares held by Redpoint Omega Associates II, LLC ("ROA II").

F5 · ownership.nature: Redpoint Omega II, LLC ("RO II LLC"), is the sole general partner of RO II. The Reporting Person is a member of RO II LLC and ROA II. The Reporting Person disclaims beneficial ownership of the shares held by RO II and ROA II except to the extent of his proportionate pecuniary interest therein.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 02:49 UTC
Geidt ElliotDirector
ConversionCommon Stock 15,139,218 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-056819 · doc4.xml · nonDerivative · entry 1

Geidt Elliot · CIK 0001825792 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 15,139,218

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

F1 · price: The Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date.

F2 · price: The Series D Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date.

F3 · price: The Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date.

F4 · ownership.nature: Includes 14,685,053 shares held by Redpoint Omega II, L.P. ("RO II") and 454,165 shares held by Redpoint Omega Associates II, LLC ("ROA II").

F5 · ownership.nature: Redpoint Omega II, LLC ("RO II LLC"), is the sole general partner of RO II. The Reporting Person is a member of RO II LLC and ROA II. The Reporting Person disclaims beneficial ownership of the shares held by RO II and ROA II except to the extent of his proportionate pecuniary interest therein.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:11 UTC
Ulman DougDirector
OtherStock Option (Right to Buy) · Derivative 708,340 $0.00 Strike: $0.04 $0.00
Disclosure

SEC source: 0001209191-20-056796 · doc4.xml · derivative · entry 4

Ulman Doug · CIK 0001827699 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 708,340

Underlying: Class B Common Stock · 708,340 shares

Expires 2027-01-17

F3 · derivative.exercise_date: Fully vested.

F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:11 UTC
Ulman DougDirector
OtherStock Option (Right to Buy) · Derivative 708,340 $0.00 Strike: $0.04 $0.00
Disclosure

SEC source: 0001209191-20-056796 · doc4.xml · derivative · entry 3

Ulman Doug · CIK 0001827699 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 708,340 shares

Expires 2027-01-17

F3 · derivative.exercise_date: Fully vested.

F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:11 UTC
Ulman DougDirector
OtherClass B Common Stock · Derivative 172,911 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-056796 · doc4.xml · derivative · entry 2

Ulman Doug · CIK 0001827699 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 172,911

Underlying: Class A Common Stock · 172,911 shares

Expires not disclosed

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:11 UTC
Ulman DougDirector
OtherCommon Stock 172,911 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-056796 · doc4.xml · nonDerivative · entry 1

Ulman Doug · CIK 0001827699 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:07 UTC
Binkley MeganChief Accounting Officer
OtherStock Option (Right to Buy) · Derivative 10,000 $0.00 Strike: $8.09 $0.00
Disclosure

SEC source: 0001209191-20-056794 · doc4.xml · derivative · entry 6

Binkley Megan · CIK 0001828747 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,000

Underlying: Class B Common Stock · 10,000 shares

Expires 2030-08-28

F4 · derivative.exercise_date: The shares subject to the option are immediately exercisable. One-fourth of the shares subject to the option award shall vest on August 29, 2021, and thereafter one-forty-eighth of the shares subject to the option award vest monthly, subject to the Reporting Person's continuous service through each such vesting date

F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:07 UTC
Binkley MeganChief Accounting Officer
OtherStock Option (Right to Buy) · Derivative 10,000 $0.00 Strike: $8.09 $0.00
Disclosure

SEC source: 0001209191-20-056794 · doc4.xml · derivative · entry 5

Binkley Megan · CIK 0001828747 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,000 shares

Expires 2030-08-28

F4 · derivative.exercise_date: The shares subject to the option are immediately exercisable. One-fourth of the shares subject to the option award shall vest on August 29, 2021, and thereafter one-forty-eighth of the shares subject to the option award vest monthly, subject to the Reporting Person's continuous service through each such vesting date

F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:07 UTC
Binkley MeganChief Accounting Officer
OtherStock Option (Right to Buy) · Derivative 20,000 $0.00 Strike: $2.40 $0.00
Disclosure

SEC source: 0001209191-20-056794 · doc4.xml · derivative · entry 4

Binkley Megan · CIK 0001828747 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class B Common Stock · 20,000 shares

Expires 2029-04-17

F3 · derivative.exercise_date: The shares subject to the option are immediately exercisable. One-fourth of the shares subject to the option award vested on April 18, 2020, and thereafter one-forty-eighth of the shares subject to the option award vest monthly, subject to the Reporting Person's continuous service through each such vesting date.

F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:07 UTC
Binkley MeganChief Accounting Officer
OtherStock Option (Right to Buy) · Derivative 20,000 $0.00 Strike: $2.40 $0.00
Disclosure

SEC source: 0001209191-20-056794 · doc4.xml · derivative · entry 3

Binkley Megan · CIK 0001828747 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,000 shares

Expires 2029-04-17

F3 · derivative.exercise_date: The shares subject to the option are immediately exercisable. One-fourth of the shares subject to the option award vested on April 18, 2020, and thereafter one-forty-eighth of the shares subject to the option award vest monthly, subject to the Reporting Person's continuous service through each such vesting date.

F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:07 UTC
Binkley MeganChief Accounting Officer
OtherClass B Common Stock · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-056794 · doc4.xml · derivative · entry 2

Binkley Megan · CIK 0001828747 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class A Common Stock · 20,000 shares

Expires not disclosed

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:07 UTC
Binkley MeganChief Accounting Officer
OtherCommon Stock 20,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-056794 · doc4.xml · nonDerivative · entry 1

Binkley Megan · CIK 0001828747 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:05 UTC
Manges DanielChief Technology Officer · 10% owner
OtherClass B Common Stock · Derivative 11,067,397 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-056793 · doc4.xml · derivative · entry 4

Manges Daniel · CIK 0001827664 · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 11,067,397

Underlying: Class A Common Stock · 11,067,397 shares

Expires not disclosed

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F3 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:05 UTC
Manges DanielChief Technology Officer · 10% owner
OtherClass B Common Stock · Derivative 1,740,572 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-056793 · doc4.xml · derivative · entry 3

Manges Daniel · CIK 0001827664 · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,740,572

Underlying: Class A Common Stock · 1,740,572 shares

Expires not disclosed

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F3 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:05 UTC
Manges DanielChief Technology Officer · 10% owner
OtherCommon Stock 11,067,397 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-056793 · doc4.xml · nonDerivative · entry 2

Manges Daniel · CIK 0001827664 · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · ownership.nature: The shares are held by the Manges Trust dated January 27, 2016 for which the Reporting Person is a trustee.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:05 UTC
Manges DanielChief Technology Officer · 10% owner
OtherCommon Stock 1,740,572 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-056793 · doc4.xml · nonDerivative · entry 1

Manges Daniel · CIK 0001827664 · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:03 UTC
Rosenthal Daniel HDirector · Chief Financial Officer
OtherStock Option (Right to Buy) · Derivative 1,009,908 $0.00 Strike: $2.40 $0.00
Disclosure

SEC source: 0001209191-20-056792 · doc4.xml · derivative · entry 10

Rosenthal Daniel H · CIK 0001827674 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,009,908

Underlying: Class B Common Stock · 1,009,908 shares

Expires 2029-07-17

F5 · derivative.exercise_date: The shares subject to the option are immediately exercisable. One-fourth of the shares subject to the option award shall vest on the date of the achievement of each of the four performance targets, subject to the Reporting Person's continuous service through each vesting date.

F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F3 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:03 UTC
Rosenthal Daniel HDirector · Chief Financial Officer
OtherStock Option (Right to Buy) · Derivative 1,009,908 $0.00 Strike: $2.40 $0.00
Disclosure

SEC source: 0001209191-20-056792 · doc4.xml · derivative · entry 9

Rosenthal Daniel H · CIK 0001827674 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,009,908 shares

Expires 2029-07-17

F5 · derivative.exercise_date: The shares subject to the option are immediately exercisable. One-fourth of the shares subject to the option award shall vest on the date of the achievement of each of the four performance targets, subject to the Reporting Person's continuous service through each vesting date.

F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:03 UTC
Rosenthal Daniel HDirector · Chief Financial Officer
OtherStock Option (Right to Buy) · Derivative 504,056 $0.00 Strike: $2.40 $0.00
Disclosure

SEC source: 0001209191-20-056792 · doc4.xml · derivative · entry 8

Rosenthal Daniel H · CIK 0001827674 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 504,056

Underlying: Class B Common Stock · 504,056 shares

Expires 2029-07-17

F4 · derivative.exercise_date: The shares subject to the option are immediately exercisable. One-fourth of the shares subject to the option award vested on July 17, 2020, and thereafter one-forty-eighth of the shares subject to the option award vest monthly, subject to the Reporting Person's continuous service through each such vesting date.

F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F3 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:03 UTC
Rosenthal Daniel HDirector · Chief Financial Officer
OtherStock Option (Right to Buy) · Derivative 504,056 $0.00 Strike: $2.40 $0.00
Disclosure

SEC source: 0001209191-20-056792 · doc4.xml · derivative · entry 7

Rosenthal Daniel H · CIK 0001827674 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 504,056 shares

Expires 2029-07-17

F4 · derivative.exercise_date: The shares subject to the option are immediately exercisable. One-fourth of the shares subject to the option award vested on July 17, 2020, and thereafter one-forty-eighth of the shares subject to the option award vest monthly, subject to the Reporting Person's continuous service through each such vesting date.

F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:03 UTC
Rosenthal Daniel HDirector · Chief Financial Officer
OtherClass B Common Stock · Derivative 340,247 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-056792 · doc4.xml · derivative · entry 6

Rosenthal Daniel H · CIK 0001827674 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By spouse

Disclosed balance after: 340,247

Underlying: Class A Common Stock · 340,247 shares

Expires not disclosed

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F3 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:03 UTC
Rosenthal Daniel HDirector · Chief Financial Officer
OtherClass B Common Stock · Derivative 340,247 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-056792 · doc4.xml · derivative · entry 5

Rosenthal Daniel H · CIK 0001827674 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 340,247

Underlying: Class A Common Stock · 340,247 shares

Expires not disclosed

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F3 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F2 · ownership.nature: The shares are held by the 2020 Daniel H. Rosenthal Family Trust for which the Reporting Person's spouse is the trustee.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:03 UTC
Rosenthal Daniel HDirector · Chief Financial Officer
OtherClass B Common Stock · Derivative 273,797 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-056792 · doc4.xml · derivative · entry 4

Rosenthal Daniel H · CIK 0001827674 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 273,797

Underlying: Class A Common Stock · 273,797 shares

Expires not disclosed

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F3 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:03 UTC
Rosenthal Daniel HDirector · Chief Financial Officer
OtherCommon Stock 340,247 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-056792 · doc4.xml · nonDerivative · entry 3

Rosenthal Daniel H · CIK 0001827674 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By spouse

Disclosed balance after: 0

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:03 UTC
Rosenthal Daniel HDirector · Chief Financial Officer
OtherCommon Stock 340,247 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-056792 · doc4.xml · nonDerivative · entry 2

Rosenthal Daniel H · CIK 0001827674 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · ownership.nature: The shares are held by the 2020 Daniel H. Rosenthal Family Trust for which the Reporting Person's spouse is the trustee.

Read SEC document
October 30, 2020 Filed Nov 4, 2020 01:03 UTC
Rosenthal Daniel HDirector · Chief Financial Officer
OtherCommon Stock 273,797 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-056792 · doc4.xml · nonDerivative · entry 1

Rosenthal Daniel H · CIK 0001827674 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

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October 30, 2020 Filed Mar 2, 2021 23:10 UTC Amendment
Manges DanielChief Technology Officer · 10% owner
PurchaseClass A Common Stock 1,000 $27.00 $27,000.00
Disclosure

SEC source: 0001209191-21-016424 · doc4a.xml · nonDerivative · entry 1

Manges Daniel · CIK 0001827664 · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,000

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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.