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Nasdaq · USD

RUN

Sunrun Inc.

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4507
SEC CIK
0001469367
Parsed reports
766

Last 12 months

Inside the activity.

1 purchase rows · 56 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202508
Jan 202607
Feb 202604
Mar 2026111
Apr 202607
May 202601
Jun 202603
Jul 202607
Aug 202601
Sep 202600
Oct 202605

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
March 01, 2023 Filed Mar 3, 2023 02:43 UTC
Abajian DannyChief Financial Officer
GrantCommon Stock 39,978 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000038 · wf-form4_167781140049486.xml · nonDerivative · entry 1

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 188,127

F1 · kind: On June 10, 2022, the Reporting Person was granted performance-based restricted stock units ("PRSUs"). Each PRSU represents a contingent right to receive a share of the Issuer's Common Stock upon settlement. The Compensation Committee of the Issuer's Board of Directors certifies attainment based on the Issuer's satisfaction of certain performance criteria. The performance criteria were met and 39,978 PRSUs were certified as attained on March 1, 2023. 50% of the PRSUs shall vest and become shares of the Issuer's Common Stock on March 6, 2023 and the remaining 50% of the PRSUs shall vest and become shares of the Issuer's Common Stock on March 6, 2024, subject to the Reporting Person's continued service through each vesting date.

F2 · balance_after: Shares held following the reported transaction include 120,657 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 02:43 UTC
Powell MaryDirector · Chief Executive Officer
GrantCommon Stock 48,039 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000037 · wf-form4_167781137688148.xml · nonDerivative · entry 2

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 235,933

F3 · kind: On May 6, 2022, the Reporting Person was granted performance-based restricted stock units ("PRSUs"). Each PRSU represents a contingent right to receive a share of the Issuer's Common Stock upon settlement. The Compensation Committee of the Issuer's Board of Directors certifies attainment based on the Issuer's satisfaction of certain performance criteria. The performance criteria were met and 48,039 PRSUs were certified as attained on March 1, 2023. 50% of the PRSUs shall vest and become shares of the Issuer's Common Stock on March 6, 2023 and the remaining 50% of the PRSUs shall vest and become shares of the Issuer's Common Stock on March 6, 2024, subject to the Reporting Person's continued service through each vesting date.

F4 · balance_after: Shares held following the reported transactions include 188,694 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
February 28, 2023 Filed Mar 3, 2023 02:43 UTC
Powell MaryDirector · Chief Executive Officer
SaleCommon Stock 1,400 $23.73 $33,217.38
Disclosure

SEC source: 0001469367-23-000037 · wf-form4_167781137688148.xml · nonDerivative · entry 1

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 187,894

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $23.705 to $23.785 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

Read SEC document
February 28, 2023 Filed Mar 3, 2023 02:42 UTC SaleCommon Stock 40,000 $24.00 $960,000.00
Disclosure

SEC source: 0001469367-23-000036 · wf-form4_167781135975520.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,420,392

F1 · kind: The sale reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan.

F2 · balance_after: Shares held following the reported transaction include 90,846 Restricted Stock Units, which are subject to forfeiture until they vest.

Read SEC document
February 16, 2023 Filed Feb 18, 2023 01:47 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 50,000 $0.00 Strike: $5.00 $0.00
Disclosure

SEC source: 0001469367-23-000020 · wf-form4_167668482427518.xml · derivative · entry 3

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 362,000

Underlying: Common Stock · 50,000 shares

Expires 2027-03-14

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 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan.

F4 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable.

Read SEC document
February 16, 2023 Filed Feb 18, 2023 01:47 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
SaleCommon Stock 50,000 $24.45 $1,222,525.00
Disclosure

SEC source: 0001469367-23-000020 · wf-form4_167668482427518.xml · nonDerivative · entry 2

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,293,871

F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $24.23 to $24.72 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transactions include 95,878 Restricted Stock Units, which are subject to forfeiture until they vest.

Read SEC document
February 16, 2023 Filed Feb 18, 2023 01:47 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
Exercise / conversionCommon Stock 50,000 $5.00 $250,000.00
Disclosure

SEC source: 0001469367-23-000020 · wf-form4_167668482427518.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,343,871

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 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan.

Read SEC document
January 10, 2023 Filed Mar 3, 2023 02:44 UTC
STEELE JEANNAChief Legal & People Officer
GiftCommon Stock 1,249 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000040 · wf-form4_167781143435917.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 152,417

Read SEC document
January 06, 2023 Filed Jan 7, 2023 01:46 UTC
Dickson Paul S.Chief Revenue Officer
SaleCommon Stock 178 $22.08 $3,929.62
Disclosure

SEC source: 0001469367-23-000018 · wf-form4_167305597388030.xml · nonDerivative · entry 2

Dickson Paul S. · CIK 0001618959 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,358

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $22.05 to $22.08 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transactions include 85,480 RSUs, which are subject to forfeiture until they vest.

Read SEC document
January 06, 2023 Filed Jan 7, 2023 01:46 UTC
Abajian DannyChief Financial Officer
SaleCommon Stock 199 $22.02 $4,381.02
Disclosure

SEC source: 0001469367-23-000017 · wf-form4_167305595284978.xml · nonDerivative · entry 1

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,149

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $22.0101 to $22.0401 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 80,679 RSUs, which are subject to forfeiture until they vest.

Read SEC document
January 04, 2023 Filed Jan 5, 2023 02:44 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
GiftCommon Stock 25,000 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000008 · wf-form4_167288664704846.xml · nonDerivative · entry 5

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,293,871

F3 · balance_after: Shares held following the reported transactions include 95,878 Restricted Stock Units, which are subject to forfeiture until they vest.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:45 UTC GrantCommon Stock 5,839 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000012 · wf-form4_167288673534456.xml · nonDerivative · entry 1

Lontoh Sonita · CIK 0001865256 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,233

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2024, subject to the Reporting Person's continued service as of that date.

F2 · balance_after: Shares held following the reported transaction include 5,839 RSUs, which are subject to forfeiture until they vest.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 02:46 UTC GrantCommon Stock 5,839 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000014 · wf-form4_167288677040443.xml · nonDerivative · entry 1

Talreja Manjula · CIK 0001902288 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,001

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2024, subject to the Reporting Person's continued service as of that date.

F2 · balance_after: Shares held following the reported transaction include 5,839 RSUs, which are subject to forfeiture until they vest.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 02:46 UTC GrantCommon Stock 5,839 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000013 · wf-form4_167288675301382.xml · nonDerivative · entry 1

Risk Gerald Alan · CIK 0001649019 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,001

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2024, subject to the Reporting Person's continued service as of that date.

F2 · balance_after: Shares held following the reported transaction include 5,839 RSUs, which are subject to forfeiture until they vest.

F3 · balance_after: Excludes 76,237 shares previously owned directly which were contributed to the Risk 2022 GRAT B on July 26, 2022.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 02:45 UTC
FERBER ALANDirector
GrantCommon Stock 5,839 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000011 · wf-form4_167288671718308.xml · nonDerivative · entry 1

FERBER ALAN · CIK 0001233221 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,597

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2024, subject to the Reporting Person's continued service as of that date.

F2 · balance_after: Shares held following the reported transaction include 5,839 RSUs, which are subject to forfeiture until they vest.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 02:45 UTC GrantCommon Stock 5,839 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000010 · wf-form4_167288668581468.xml · nonDerivative · entry 1

Dach Leslie A · CIK 0001371248 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,665

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2024, subject to the Reporting Person's continued service as of that date.

F2 · balance_after: Shares held following the reported transaction include 5,839 RSUs, which are subject to forfeiture until they vest.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 02:44 UTC GrantCommon Stock 5,839 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000009 · wf-form4_167288666729444.xml · nonDerivative · entry 1

August-deWilde Katherine · CIK 0001596781 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,839

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2024, subject to the Reporting Person's continued service as of that date.

F2 · balance_after: Shares held following the reported transaction include 5,839 RSUs, which are subject to forfeiture until they vest.

F3 · balance_after: Number of shares reflects transfer of 4,162 shares from direct holdings to the deWilde Family Trust, of which the Reporting Person is co-trustee.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 02:44 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 602 $0.00 Strike: $9.81 $0.00
Disclosure

SEC source: 0001469367-23-000008 · wf-form4_167288664704846.xml · derivative · entry 7

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 147,508

Underlying: Common Stock · 602 shares

Expires 2030-03-29

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.

F5 · derivative.exercise_date: 25% of the shares subject to the option vested on March 17, 2021, and 1/36 of the remaining shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 02:44 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 6,863 $0.00 Strike: $14.57 $0.00
Disclosure

SEC source: 0001469367-23-000008 · wf-form4_167288664704846.xml · derivative · entry 6

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 187,981

Underlying: Common Stock · 6,863 shares

Expires 2029-03-13

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.

F4 · derivative.exercise_date: 25% of the shares subject to the option vested on March 15, 2020, and 1/36 of the remaining shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 02:44 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
Exercise / conversionCommon Stock 602 $9.81 $5,905.62
Disclosure

SEC source: 0001469367-23-000008 · wf-form4_167288664704846.xml · nonDerivative · entry 4

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,318,871

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
January 03, 2023 Filed Jan 5, 2023 02:44 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
Exercise / conversionCommon Stock 6,863 $14.57 $99,993.91
Disclosure

SEC source: 0001469367-23-000008 · wf-form4_167288664704846.xml · nonDerivative · entry 3

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,318,269

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
January 03, 2023 Filed Jan 5, 2023 02:44 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
SaleCommon Stock 100,000 $24.92 $2,492,000.00
Disclosure

SEC source: 0001469367-23-000008 · wf-form4_167288664704846.xml · nonDerivative · entry 2

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,311,406

F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan.

Read SEC document
December 30, 2022 Filed Jan 5, 2023 02:44 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
SaleCommon Stock 153,464 $23.59 $3,620,829.62
Disclosure

SEC source: 0001469367-23-000008 · wf-form4_167288664704846.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,411,406

F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $23.22 to $23.97 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

Read SEC document
December 28, 2022 Filed Dec 31, 2022 01:38 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 20,000 $0.00 Strike: $5.00 $0.00
Disclosure

SEC source: 0001469367-22-000199 · wf-form4_167245069074567.xml · derivative · entry 3

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300,000

Underlying: Common Stock · 20,000 shares

Expires 2027-03-14

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

F3 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable.

Read SEC document
December 28, 2022 Filed Dec 31, 2022 01:38 UTC Exercise / conversionCommon Stock 20,000 $5.00 $100,000.00
Disclosure

SEC source: 0001469367-22-000199 · wf-form4_167245069074567.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,460,392

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 · balance_after: Shares held following the reported transaction include 90,846 Restricted Stock Units, which are subject to forfeiture until they vest.

Read SEC document
December 22, 2022 Filed Dec 23, 2022 23:07 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
SaleCommon Stock 5,880 $26.70 $156,996.00
Disclosure

SEC source: 0001469367-22-000197 · wf-form4_167183683414904.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,564,870

F1 · kind: The sale reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan.

F2 · balance_after: Shares held following the reported transaction include 95,878 Restricted Stock Units, which are subject to forfeiture until they vest.

Read SEC document
December 19, 2022 Filed Dec 22, 2022 00:07 UTC
STEELE JEANNAChief Legal & People Officer
SaleCommon Stock 839 $27.71 $23,244.58
Disclosure

SEC source: 0001469367-22-000195 · wf-form4_167166762720127.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,666

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $27.46 to $27.965 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 70,586 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 19, 2022 Filed Dec 22, 2022 00:07 UTC
Philpot MichelleChief Accounting Officer
SaleCommon Stock 420 $27.70 $11,634.50
Disclosure

SEC source: 0001469367-22-000194 · wf-form4_167166760539815.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,930

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $27.47 to $27.98 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 17,235 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 19, 2022 Filed Dec 22, 2022 00:06 UTC SaleCommon Stock 4,196 $27.70 $116,232.56
Disclosure

SEC source: 0001469367-22-000193 · wf-form4_167166758247433.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,440,392

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $27.465 to $27.97 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 90,846 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 19, 2022 Filed Dec 22, 2022 00:06 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
SaleCommon Stock 2,785 $27.70 $77,146.73
Disclosure

SEC source: 0001469367-22-000192 · wf-form4_167166756299954.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,570,750

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $27.47 to $27.96 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 95,878 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 16, 2022 Filed Dec 17, 2022 02:17 UTC
Abajian DannyChief Financial Officer
SaleCommon Stock 295 $29.61 $8,734.95
Disclosure

SEC source: 0001469367-22-000183 · wf-form4_167124339799166.xml · nonDerivative · entry 2

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,348

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $29.58 to $29.6101 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F4 · balance_after: Shares held following the reported transactions include 81,161 RSUs, which are subject to forfeiture until they vest.

F5 · balance_after: Includes 548 shares acquired under the Issuer's employee stock purchase plan.

Read SEC document
December 15, 2022 Filed Dec 17, 2022 02:18 UTC
STEELE JEANNAChief Legal & People Officer
SaleCommon Stock 849 $31.31 $26,582.87
Disclosure

SEC source: 0001469367-22-000187 · wf-form4_167124347032027.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,505

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $31.1701 to $31.41 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 72,193 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 15, 2022 Filed Dec 17, 2022 02:18 UTC
Philpot MichelleChief Accounting Officer
SaleCommon Stock 478 $31.31 $14,965.80
Disclosure

SEC source: 0001469367-22-000186 · wf-form4_167124345254217.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,350

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $31.1701 to $31.41 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 18,039 RSUs, which are subject to forfeiture until they vest.

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December 15, 2022 Filed Dec 17, 2022 02:17 UTC SaleCommon Stock 4,775 $31.32 $149,545.84
Disclosure

SEC source: 0001469367-22-000185 · wf-form4_167124343455576.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,444,588

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $31.1101 to $31.42 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 98,885 RSUs, which are subject to forfeiture until they vest.

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December 15, 2022 Filed Dec 17, 2022 02:17 UTC
Abajian DannyChief Financial Officer
SaleCommon Stock 241 $31.31 $7,546.05
Disclosure

SEC source: 0001469367-22-000183 · wf-form4_167124339799166.xml · nonDerivative · entry 1

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,095

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $31.23 to $31.40 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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December 15, 2022 Filed Dec 17, 2022 02:17 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
SaleCommon Stock 3,663 $31.31 $114,690.00
Disclosure

SEC source: 0001469367-22-000184 · wf-form4_167124341591560.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,573,535

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $31.1301 to $31.42 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 100,902 RSUs, which are subject to forfeiture until they vest.

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December 13, 2022 Filed Jan 7, 2023 01:46 UTC
Dickson Paul S.Chief Revenue Officer
GiftCommon Stock 6,500 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000018 · wf-form4_167305597388030.xml · nonDerivative · entry 1

Dickson Paul S. · CIK 0001618959 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,536

Read SEC document
December 12, 2022 Filed Dec 15, 2022 01:11 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 75,000 $0.00 Strike: $5.00 $0.00
Disclosure

SEC source: 0001469367-22-000177 · wf-form4_167106666034472.xml · derivative · entry 5

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 320,000

Underlying: Common Stock · 75,000 shares

Expires 2027-03-14

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 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan.

F6 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable.

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December 12, 2022 Filed Dec 15, 2022 01:11 UTC SaleCommon Stock 2,600 $29.38 $76,379.16
Disclosure

SEC source: 0001469367-22-000177 · wf-form4_167106666034472.xml · nonDerivative · entry 3

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,449,363

F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan.

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $29.36 to $29.405 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F4 · balance_after: Shares held following the reported transactions include 108,100 Restricted Stock Units, which are subject to forfeiture until they vest.

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December 12, 2022 Filed Dec 15, 2022 01:11 UTC SaleCommon Stock 72,400 $28.99 $2,099,078.72
Disclosure

SEC source: 0001469367-22-000177 · wf-form4_167106666034472.xml · nonDerivative · entry 2

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,451,963

F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $28.36 to $29.35 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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December 12, 2022 Filed Dec 15, 2022 01:11 UTC Exercise / conversionCommon Stock 75,000 $5.00 $375,000.00
Disclosure

SEC source: 0001469367-22-000177 · wf-form4_167106666034472.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,524,363

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 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan.

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December 06, 2022 Filed Dec 9, 2022 01:37 UTC
Dickson Paul S.Chief Revenue Officer
SaleCommon Stock 2,029 $29.43 $59,713.47
Disclosure

SEC source: 0001469367-22-000171 · wf-form4_167054982690805.xml · nonDerivative · entry 1

Dickson Paul S. · CIK 0001618959 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 161,036

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $29.33 to $29.9401 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Includes 625 shares acquired under the Issuer's employee stock purchase plan.

F4 · balance_after: Shares held following the reported transaction include 85,992 RSUs, which are subject to forfeiture until they vest.

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December 06, 2022 Filed Dec 9, 2022 01:38 UTC
STEELE JEANNAChief Legal & People Officer
SaleCommon Stock 2,815 $29.44 $82,864.03
Disclosure

SEC source: 0001469367-22-000175 · wf-form4_167054990364289.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 155,354

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $29.345 to $29.9201 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Includes 1,777 shares acquired under the Issuer's employee stock purchase plan.

F4 · balance_after: Shares held following the reported transaction include 73,831 RSUs, which are subject to forfeiture until they vest.

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December 06, 2022 Filed Dec 9, 2022 01:38 UTC
Philpot MichelleChief Accounting Officer
SaleCommon Stock 123 $29.44 $3,621.37
Disclosure

SEC source: 0001469367-22-000174 · wf-form4_167054988266211.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,828

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $29.36 to $29.9301 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 18,960 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 06, 2022 Filed Dec 9, 2022 01:37 UTC SaleCommon Stock 1,225 $29.43 $36,056.28
Disclosure

SEC source: 0001469367-22-000173 · wf-form4_167054986464593.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,449,363

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $29.36 to $29.9301 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Includes 1,129 shares acquired under the Issuer's employee stock purchase plan.

F4 · balance_after: Shares held following the reported transaction include 108,100 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 06, 2022 Filed Dec 9, 2022 01:37 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
SaleCommon Stock 814 $29.43 $23,958.54
Disclosure

SEC source: 0001469367-22-000172 · wf-form4_167054984733685.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,577,198

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $29.34 to $29.9301 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 107,557 RSUs, which are subject to forfeiture until they vest.

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November 30, 2022 Filed Dec 3, 2022 01:41 UTC
Powell MaryDirector · Chief Executive Officer
SaleCommon Stock 1,896 $31.21 $59,178.14
Disclosure

SEC source: 0001469367-22-000165 · wf-form4_167003166428098.xml · nonDerivative · entry 1

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 189,294

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $31.18 to $31.26 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 144,532 RSUs, which are subject to forfeiture until they vest.

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November 16, 2022 Filed Nov 19, 2022 01:40 UTC
Philpot MichelleChief Accounting Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,220 $0.00 Strike: $14.57 $0.00
Disclosure

SEC source: 0001469367-22-000163 · wf-form4_166882204292284.xml · derivative · entry 4

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,897

Underlying: Common Stock · 2,220 shares

Expires 2029-03-13

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.

F4 · derivative.exercise_date: 25% of the shares subject to the option vested on March 15, 2020, and 1/48 of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

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November 16, 2022 Filed Nov 19, 2022 01:40 UTC
Philpot MichelleChief Accounting Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,780 $0.00 Strike: $8.05 $0.00
Disclosure

SEC source: 0001469367-22-000163 · wf-form4_166882204292284.xml · derivative · entry 3

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,263

Underlying: Common Stock · 3,780 shares

Expires 2028-03-19

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

F3 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable.

Read SEC document
November 16, 2022 Filed Nov 19, 2022 01:40 UTC
Philpot MichelleChief Accounting Officer
Exercise / conversionCommon Stock 2,220 $14.57 $32,345.40
Disclosure

SEC source: 0001469367-22-000163 · wf-form4_166882204292284.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,951

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 · balance_after: Includes 1,603 shares acquired under the Issuer's employee stock purchase plan.

F2 · balance_after: Shares held following the reported transactions include 19,194 Restricted Stock Units, which are subject to forfeiture until they vest.

Read SEC document

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