Tapewire

Nasdaq · USD

RUN

Sunrun Inc.

Export transactions ↓
Tapewire entity
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

JSON API
Reset

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 07, 2022 Filed Mar 10, 2022 02:24 UTC
STEELE JEANNAChief Legal and People Officer
GrantEmployee Stock Option (right to buy) · Derivative 59,031 $0.00 Strike: $27.92 $0.00
Disclosure

SEC source: 0001469367-22-000056 · wf-form4_164687905548483.xml · derivative · entry 3

STEELE JEANNA · CIK 0001741304 · Chief Legal and People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,031

Underlying: Common Stock · 59,031 shares

Expires 2032-03-06

F5 · derivative.exercise_date: 25% of the shares subject to the option will vest on March 6, 2023, and 1/36 of the remaining shares will vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:24 UTC
STEELE JEANNAChief Legal and People Officer
GrantCommon Stock 40,749 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000056 · wf-form4_164687905548483.xml · nonDerivative · entry 2

STEELE JEANNA · CIK 0001741304 · Chief Legal and People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 163,756

F3 · shares: Each share is represented by an RSU. 25% of the RSUs will vest on March 6, 2023, and 1/12 of the remaining RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service through each vesting date.

F4 · balance_after: Shares held following the reported transactions include 94,327 RSUs, which are subject to forfeiture until they vest.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:24 UTC
STEELE JEANNAChief Legal and People Officer
SaleCommon Stock 1,193 $28.66 $34,190.19
Disclosure

SEC source: 0001469367-22-000056 · wf-form4_164687905548483.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal and People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 123,007

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 $28.58 to $28.74 per share. Upon request by the Commission staff, the Issuer, or any 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
March 07, 2022 Filed Mar 10, 2022 02:24 UTC
Powell MaryDirector · Chief Executive Officer
GrantEmployee Stock Option (right to buy) · Derivative 147,579 $0.00 Strike: $27.92 $0.00
Disclosure

SEC source: 0001469367-22-000055 · wf-form4_164687903716015.xml · derivative · entry 2

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 147,579

Underlying: Common Stock · 147,579 shares

Expires 2032-03-06

F3 · derivative.exercise_date: 25% of the shares subject to the option will vest on March 6, 2023, and 1/36 of the remaining shares will vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:24 UTC
Powell MaryDirector · Chief Executive Officer
GrantCommon Stock 101,874 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000055 · wf-form4_164687903716015.xml · nonDerivative · entry 1

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 198,785

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on March 6, 2023, and 1/12 of the remaining RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service through each vesting date.

F2 · balance_after: Shares held following the reported transactions include 163,921 RSUs, which are subject to forfeiture until they vest.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:23 UTC
Philpot MichelleChief Accounting Officer
GrantEmployee Stock Option (right to buy) · Derivative 14,757 $0.00 Strike: $27.92 $0.00
Disclosure

SEC source: 0001469367-22-000054 · wf-form4_164687901620935.xml · derivative · entry 3

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,757

Underlying: Common Stock · 14,757 shares

Expires 2032-03-06

F6 · derivative.exercise_date: 25% of the shares subject to the option will vest on March 6, 2023, and 1/36 of the remaining shares will vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:23 UTC
Philpot MichelleChief Accounting Officer
GrantCommon Stock 10,187 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000054 · wf-form4_164687901620935.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,874

F4 · shares: Each share is represented by an RSU. 25% of the RSUs will vest on March 6, 2023, and 1/12 of the remaining RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service through each vesting date.

F5 · balance_after: Shares held following the reported transactions include 26,389 RSUs, which are subject to forfeiture until they vest.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:23 UTC
Philpot MichelleChief Accounting Officer
SaleCommon Stock 469 $28.62 $13,423.44
Disclosure

SEC source: 0001469367-22-000054 · wf-form4_164687901620935.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,687

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 $28.58 to $29.1801 per share. Upon request by the Commission staff, the Issuer, or any 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 572 shares acquired under the Issuer's employee stock purchase plan.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:23 UTC
Jurich Lynn MichelleDirector · Co-Executive Chair
GrantEmployee Stock Option (right to buy) · Derivative 29,515 $0.00 Strike: $27.92 $0.00
Disclosure

SEC source: 0001469367-22-000053 · wf-form4_164687899896220.xml · derivative · entry 3

Jurich Lynn Michelle · CIK 0001648691 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,515

Underlying: Common Stock · 29,515 shares

Expires 2032-03-06

F4 · derivative.exercise_date: 25% of the shares subject to the option will vest on March 6, 2023, and 1/36 of the remaining shares will vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:23 UTC
Jurich Lynn MichelleDirector · Co-Executive Chair
GrantCommon Stock 20,374 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000053 · wf-form4_164687899896220.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,476,851

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on March 6, 2023, and 1/12 of the remaining RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service through each vesting date.

F2 · balance_after: Shares held following the reported transactions include 166,884 RSUs, which are subject to forfeiture until they vest.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:23 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
GrantCommon Stock · Derivative 73,789 $0.00 Strike: $27.92 $0.00
Disclosure

SEC source: 0001469367-22-000052 · wf-form4_164687898183795.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,789

Underlying: Common Stock · 73,789 shares

Expires 2032-03-06

F5 · derivative.exercise_date: 25% of the shares subject to the option will vest on March 6, 2023, and 1/36 of the remaining shares will vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:23 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
GrantCommon Stock 50,937 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000052 · wf-form4_164687898183795.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,626,008

F3 · shares: Each share is represented by an RSU. 25% of the RSUs will vest on March 6, 2023, and 1/12 of the remaining RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service through each vesting date.

F4 · balance_after: Shares held following the reported transactions include 146,986 RSUs, which are subject to forfeiture until they vest.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:23 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
SaleCommon Stock 2,698 $28.68 $77,375.13
Disclosure

SEC source: 0001469367-22-000052 · wf-form4_164687898183795.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,575,071

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 $28.58 to $29.1201 per share. Upon request by the Commission staff, the Issuer, or any 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
March 03, 2022 Filed Mar 4, 2022 20:26 UTC
vonReichbauer Thomas ArthurChief Financial Officer
SaleCommon Stock 3,400 $26.25 $89,243.88
Disclosure

SEC source: 0001469367-22-000043 · wf-form4_164644360241001.xml · nonDerivative · entry 2

vonReichbauer Thomas Arthur · CIK 0001810604 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 176,480

F2 · kind: Shares sold to cover tax obligation from settlement of vested PRSUs.

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $25.76 to $26.6501 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 138,298 Restricted Stock Units, which are subject to forfeiture until they vest.

Read SEC document
March 03, 2022 Filed Mar 5, 2022 01:26 UTC
STEELE JEANNAChief Legal and People Officer
SaleCommon Stock 4,655 $26.25 $122,187.23
Disclosure

SEC source: 0001469367-22-000042 · wf-form4_164644357825412.xml · nonDerivative · entry 3

STEELE JEANNA · CIK 0001741304 · Chief Legal and People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 124,200

F2 · kind: Shares sold to cover tax obligation from settlement of vested PRSUs.

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $25.76 to $26.64 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 56,269 Restricted Stock Units, which are subject to forfeiture until they vest.

Read SEC document
March 03, 2022 Filed Mar 5, 2022 01:25 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
SaleCommon Stock 9,206 $26.24 $241,577.41
Disclosure

SEC source: 0001469367-22-000040 · wf-form4_164644351661429.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,577,769

F2 · kind: Shares sold to cover tax obligation from settlement of vested PRSUs.

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $25.75 to $26.61 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 101,898 Restricted Stock Units, which are subject to forfeiture until they vest.

Read SEC document
March 02, 2022 Filed Mar 4, 2022 20:26 UTC
vonReichbauer Thomas ArthurChief Financial Officer
GrantCommon Stock 9,173 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000043 · wf-form4_164644360241001.xml · nonDerivative · entry 1

vonReichbauer Thomas Arthur · CIK 0001810604 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,880

F1 · acquired: The Reporting Person was previously granted performance-based restricted stock units ("PRSUs"). Each PRSU represents a contingent right to receive shares of the Issuer's Common Stock upon settlement. The PRSUs vest on the date that 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 on March 2, 2022, resulting in the issuance of 9,173 shares of the Issuer's Common Stock.

Read SEC document
March 02, 2022 Filed Mar 5, 2022 01:26 UTC
STEELE JEANNAChief Legal and People Officer
GrantCommon Stock 8,424 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000042 · wf-form4_164644357825412.xml · nonDerivative · entry 2

STEELE JEANNA · CIK 0001741304 · Chief Legal and People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 128,855

F1 · shares: The Reporting Person was previously granted performance-based restricted stock units ("PRSUs"). Each PRSU represents a contingent right to receive shares of the Issuer's Common Stock upon settlement. The PRSUs vest on the date that 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 on March 2, 2022, resulting in the issuance of 8,424 shares of the Issuer's Common Stock.

Read SEC document
March 02, 2022 Filed Mar 5, 2022 01:26 UTC
Jurich Lynn MichelleDirector · Co-Executive Chair
GrantCommon Stock 37,439 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000041 · wf-form4_164644356093426.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director · Co-Executive Chair

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,456,477

F1 · acquired: The Reporting Person was previously granted performance-based restricted stock units ("PRSUs"). Each PRSU represents a contingent right to receive shares of the Issuer's Common Stock upon settlement. The PRSUs vest on the date that 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 on March 2, 2022, resulting in the issuance of 37,439 shares of the Issuer's Common Stock.

F2 · balance_after: Shares held following the reported transaction include 155,869 Restricted Stock Units, which are subject to forfeiture until they vest.

Read SEC document
March 02, 2022 Filed Mar 5, 2022 01:25 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
GrantCommon Stock 16,380 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000040 · wf-form4_164644351661429.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,586,975

F1 · shares: The Reporting Person was previously granted performance-based restricted stock units ("PRSUs"). Each PRSU represents a contingent right to receive shares of the Issuer's Common Stock upon settlement. The PRSUs vest on the date that 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 on March 2, 2022, resulting in the issuance of 16,380 shares of the Issuer's Common Stock.

Read SEC document
February 04, 2022 Filed Feb 7, 2022 20:02 UTC
vonReichbauer Thomas ArthurChief Financial Officer
SaleCommon Stock 4,271 $24.42 $104,295.68
Disclosure

SEC source: 0001469367-22-000025 · wf-form4_164428212315732.xml · nonDerivative · entry 1

vonReichbauer Thomas Arthur · CIK 0001810604 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 170,707

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 $24.41 to $24.4201 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 138,298 RSUs, which are subject to forfeiture until they vest.

Read SEC document
January 21, 2022 Filed Jan 25, 2022 00:55 UTC Exercise / conversionStock Option (right to buy) · Derivative 25,000 $0.00 Strike: $3.19 $0.00
Disclosure

SEC source: 0001469367-22-000023 · wf-form4_164307212472910.xml · derivative · entry 2

Dach Leslie A · CIK 0001371248 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 25,000 shares

Expires 2023-07-30

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: The shares subject to the option are fully vested and exercisable.

Read SEC document
January 21, 2022 Filed Jan 25, 2022 00:55 UTC Exercise / conversionCommon Stock 25,000 $3.19 $79,750.00
Disclosure

SEC source: 0001469367-22-000023 · wf-form4_164307212472910.xml · nonDerivative · entry 1

Dach Leslie A · CIK 0001371248 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,826

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 4,162 Restricted Stock Units, which are subject to forfeiture until they vest.

Read SEC document
January 19, 2022 Filed Mar 5, 2022 01:26 UTC
STEELE JEANNAChief Legal and People Officer
GiftCommon Stock 786 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000042 · wf-form4_164644357825412.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal and People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120,431

Read SEC document
January 04, 2022 Filed Jan 6, 2022 02:13 UTC
Powell MaryDirector · Chief Executive Officer
SaleCommon Stock 1,369 $33.78 $46,241.53
Disclosure

SEC source: 0001469367-22-000019 · wf-form4_164143520256621.xml · nonDerivative · entry 1

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 96,911

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 $33.76 to $33.80 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 61,129 RSUs, which are subject to forfeiture until they vest.

Read SEC document
January 03, 2022 Filed Jan 5, 2022 21:12 UTC GrantCommon Stock 4,162 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000016 · wf-form4_164143513623340.xml · nonDerivative · entry 1

Lontoh Sonita · CIK 0001865256 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,394

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2023, subject to the Reporting Person's continued service as of that date.

F2 · balance_after: Shares held following the reported transaction include 4,162 RSUs, which are subject to forfeiture until they vest.

Read SEC document
January 03, 2022 Filed Jan 6, 2022 02:13 UTC GrantCommon Stock 4,162 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000018 · wf-form4_164143518334290.xml · nonDerivative · entry 1

Talreja Manjula · CIK 0001902288 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,162

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2023, subject to the Reporting Person's continued service as of that date.

F2 · balance_after: Shares held following the reported transaction include 4,162 RSUs, which are subject to forfeiture until they vest.

Read SEC document
January 03, 2022 Filed Jan 6, 2022 02:12 UTC GrantCommon Stock 4,162 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000017 · wf-form4_164143516017226.xml · nonDerivative · entry 1

Risk Gerald Alan · CIK 0001649019 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,399

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2023, subject to the Reporting Person's continued service as of that date.

F2 · balance_after: Shares held following the reported transaction include 4,162 RSUs, which are subject to forfeiture until they vest.

Read SEC document
January 03, 2022 Filed Jan 6, 2022 02:12 UTC
FERBER ALANDirector
GrantCommon Stock 4,162 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000015 · wf-form4_164143511363295.xml · nonDerivative · entry 1

FERBER ALAN · CIK 0001233221 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,758

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2023, subject to the Reporting Person's continued service as of that date.

F2 · balance_after: Shares held following the reported transaction include 4,162 RSUs, which are subject to forfeiture until they vest.

Read SEC document
January 03, 2022 Filed Jan 6, 2022 02:11 UTC GrantCommon Stock 4,162 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000013 · wf-form4_164143506450642.xml · nonDerivative · entry 1

August-deWilde Katherine · CIK 0001596781 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,162

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2023, subject to the Reporting Person's continued service as of that date.

F2 · balance_after: Shares held following the reported transaction include 4,162 RSUs, which are subject to forfeiture until they vest.

F3 · balance_after: Number of shares reflects transfer of 2,656 shares from direct holdings to the deWilde Family Trust, of which the Reporting Person is co-trustee.

Read SEC document
January 03, 2022 Filed Jan 6, 2022 02:11 UTC GrantCommon Stock 4,162 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000014 · wf-form4_164143509015545.xml · nonDerivative · entry 1

Dach Leslie A · CIK 0001371248 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,826

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2023, subject to the Reporting Person's continued service as of that date.

F2 · balance_after: Shares held following the reported transaction include 4,162 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 22, 2021 Filed Dec 23, 2021 01:01 UTC
Dawson ChristopherChief Operating Officer
SaleCommon Stock 1,396 $34.39 $48,008.44
Disclosure

SEC source: 0001469367-21-000266 · wf-form4_164022125035415.xml · nonDerivative · entry 3

Dawson Christopher · CIK 0001725051 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 115,504

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

F5 · balance_after: Number of shares reflects transfer of 9,604 shares from direct holdings to The Christopher and Elizabeth Dawson Living Trust, dated April 21, 2018, of which the Reporting Person is co-trustee.

F3 · ownership.nature: Securities held of record by The Christopher and Elizabeth Dawson Living Trust, dated April 21, 2018, of which the Reporting Person is co-trustee.

Read SEC document
December 20, 2021 Filed Dec 23, 2021 01:01 UTC
Dawson ChristopherChief Operating Officer
SaleCommon Stock 528 $31.64 $16,704.39
Disclosure

SEC source: 0001469367-21-000266 · wf-form4_164022125035415.xml · nonDerivative · entry 2

Dawson Christopher · CIK 0001725051 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 107,296

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

F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $31.535 to $31.96 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 · ownership.nature: Securities held of record by The Christopher and Elizabeth Dawson Living Trust, dated April 21, 2018, of which the Reporting Person is co-trustee.

Read SEC document
December 20, 2021 Filed Dec 23, 2021 01:01 UTC
Dawson ChristopherChief Operating Officer
SaleCommon Stock 6,564 $31.08 $203,994.68
Disclosure

SEC source: 0001469367-21-000266 · wf-form4_164022125035415.xml · nonDerivative · entry 1

Dawson Christopher · CIK 0001725051 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 107,824

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 $30.53 to $31.52 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 · ownership.nature: Securities held of record by The Christopher and Elizabeth Dawson Living Trust, dated April 21, 2018, of which the Reporting Person is co-trustee.

Read SEC document
December 17, 2021 Filed Dec 18, 2021 02:18 UTC
Dawson ChristopherChief Operating Officer
SaleCommon Stock 1,417 $33.85 $47,966.44
Disclosure

SEC source: 0001469367-21-000259 · wf-form4_163979389344838.xml · nonDerivative · entry 3

Dawson Christopher · CIK 0001725051 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,346

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

F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $33.60 to $34.1101 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.

F5 · balance_after: Shares held following the reported transactions include 53,523 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 17, 2021 Filed Dec 18, 2021 02:19 UTC
STEELE JEANNAChief Legal and People Officer
SaleCommon Stock 782 $33.85 $26,471.40
Disclosure

SEC source: 0001469367-21-000262 · wf-form4_163979394997331.xml · nonDerivative · entry 4

STEELE JEANNA · CIK 0001741304 · Chief Legal and People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 118,859

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

F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $33.60 to $34.145 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.

F5 · balance_after: Shares held following the reported transactions include 56,269 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 17, 2021 Filed Dec 18, 2021 02:19 UTC
Philpot MichelleChief Accounting Officer
SaleCommon Stock 391 $33.85 $13,235.51
Disclosure

SEC source: 0001469367-21-000261 · wf-form4_163979393002816.xml · nonDerivative · entry 3

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,584

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

F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $33.60 to $34.145 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.

F5 · balance_after: Shares held following the reported transactions include 17,138 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 17, 2021 Filed Dec 18, 2021 02:18 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
SaleCommon Stock 2,443 $33.85 $82,704.34
Disclosure

SEC source: 0001469367-21-000260 · wf-form4_163979391184230.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,570,595

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

F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $33.59 to $34.11 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.

F5 · balance_after: Shares held following the reported transactions include 101,898 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 15, 2021 Filed Dec 18, 2021 02:18 UTC
Dawson ChristopherChief Operating Officer
SaleCommon Stock 475 $33.94 $16,122.78
Disclosure

SEC source: 0001469367-21-000259 · wf-form4_163979389344838.xml · nonDerivative · entry 2

Dawson Christopher · CIK 0001725051 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,763

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 $33.865 to $34.3601 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 15, 2021 Filed Dec 18, 2021 02:18 UTC
Dawson ChristopherChief Operating Officer
SaleCommon Stock 9,400 $33.36 $313,615.96
Disclosure

SEC source: 0001469367-21-000259 · wf-form4_163979389344838.xml · nonDerivative · entry 1

Dawson Christopher · CIK 0001725051 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,238

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 $32.86 to $33.82 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 15, 2021 Filed Dec 18, 2021 02:19 UTC
STEELE JEANNAChief Legal and People Officer
GiftCommon Stock 582 $0.00 $0.00
Disclosure

SEC source: 0001469367-21-000262 · wf-form4_163979394997331.xml · nonDerivative · entry 3

STEELE JEANNA · CIK 0001741304 · Chief Legal and People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 119,641

Read SEC document
December 15, 2021 Filed Dec 18, 2021 02:19 UTC
STEELE JEANNAChief Legal and People Officer
SaleCommon Stock 56 $34.10 $1,909.80
Disclosure

SEC source: 0001469367-21-000262 · wf-form4_163979394997331.xml · nonDerivative · entry 2

STEELE JEANNA · CIK 0001741304 · Chief Legal and People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120,223

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 $34.10 to $34.30 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 15, 2021 Filed Dec 18, 2021 02:19 UTC
STEELE JEANNAChief Legal and People Officer
SaleCommon Stock 2,182 $33.37 $72,807.89
Disclosure

SEC source: 0001469367-21-000262 · wf-form4_163979394997331.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal and People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120,279

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 $32.89 to $33.80 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 15, 2021 Filed Dec 18, 2021 02:19 UTC
Philpot MichelleChief Accounting Officer
SaleCommon Stock 31 $34.05 $1,055.51
Disclosure

SEC source: 0001469367-21-000261 · wf-form4_163979393002816.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,975

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 $34.01 to $34.31 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 15, 2021 Filed Dec 18, 2021 02:19 UTC
Philpot MichelleChief Accounting Officer
SaleCommon Stock 1,274 $33.37 $42,516.57
Disclosure

SEC source: 0001469367-21-000261 · wf-form4_163979393002816.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,006

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 $32.92 to $33.88 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 15, 2021 Filed Dec 18, 2021 02:18 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
SaleCommon Stock 110 $33.95 $3,734.97
Disclosure

SEC source: 0001469367-21-000260 · wf-form4_163979391184230.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,573,038

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 $33.885 to $34.32 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 15, 2021 Filed Dec 18, 2021 02:18 UTC
Fenster Edward HarrisDirector · Co-Executive Chair
SaleCommon Stock 3,400 $33.36 $113,419.92
Disclosure

SEC source: 0001469367-21-000260 · wf-form4_163979391184230.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,573,148

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 $32.87 to $33.81 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 07, 2021 Filed Feb 26, 2022 01:30 UTC PurchaseCommon Stock 14 $42.95 $601.27
Disclosure

SEC source: 0001469367-22-000035 · wf-form4_164583899861575.xml · nonDerivative · entry 2

Dach Leslie A · CIK 0001371248 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 437

F3 · price: Price represents the weighted average purchase price of the shares purchased. The purchase price ranged from $42.81 to $43.04 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 purchased at each separate price within the range set forth in this Form 4.

F2 · ownership.nature: Shares are held by Mirova Investment Management for the benefit of the Reporting Person's spouse.

Read SEC document
December 07, 2021 Filed Feb 26, 2022 01:30 UTC PurchaseCommon Stock 423 $42.12 $17,818.03
Disclosure

SEC source: 0001469367-22-000035 · wf-form4_164583899861575.xml · nonDerivative · entry 1

Dach Leslie A · CIK 0001371248 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 423

F1 · price: Price represents the weighted average purchase price of the shares purchased. The purchase price ranged from $41.80 to $42.78 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 purchased at each separate price within the range set forth in this Form 4.

F2 · ownership.nature: Shares are held by Mirova Investment Management for the benefit of the Reporting Person's spouse.

Read SEC document
December 06, 2021 Filed Dec 8, 2021 20:10 UTC
vonReichbauer Thomas ArthurChief Financial Officer
GrantEmployee Stock Option (right to buy) · Derivative 32,733 $0.00 Strike: $40.35 $0.00
Disclosure

SEC source: 0001469367-21-000254 · wf-form4_163901223813041.xml · derivative · entry 2

vonReichbauer Thomas Arthur · CIK 0001810604 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,733

Underlying: Common Stock · 32,733 shares

Expires 2031-12-05

F3 · derivative.exercise_date: 25% of the shares subject to the option will vest on December 6, 2022, and 1/48 of the shares will vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

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.