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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
September 03, 2024 Filed Sep 5, 2024 00:51 UTC
Abajian DannyChief Financial Officer
Exercise / conversionCommon Stock 10,750 $9.17 $98,577.50
Disclosure

SEC source: 0001469367-24-000158 · wk-form4_1725497191.xml · nonDerivative · entry 1

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 289,010

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 adopted on June 3, 2024.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 00:42 UTC
Powell MaryDirector · Chief Executive Officer
SaleCommon Stock 2,148 $18.79 $40,369.94
Disclosure

SEC source: 0001469367-24-000157 · wk-form4_1725496149.xml · nonDerivative · entry 1

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 579,193

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $18.78 to $18.8101 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 409,717 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
August 19, 2024 Filed Aug 21, 2024 00:21 UTC SaleCommon Stock 9,045 $20.04 $181,217.48
Disclosure

SEC source: 0001469367-24-000154 · wk-form4_1724199678.xml · nonDerivative · entry 1

Risk Gerald Alan · CIK 0001649019 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 334,761

F1 · kind: The transaction reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan adopted on May 13, 2024.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $20.00 to $20.055 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: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of a family trust.

Read SEC document
August 19, 2024 Filed Aug 21, 2024 00:21 UTC SaleCommon Stock 50,000 $19.50 $975,005.00
Disclosure

SEC source: 0001469367-24-000153 · wk-form4_1724199668.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,244,383

F1 · kind: The transaction reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan adopted on March 5, 2024.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $19.36 to $19.65 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 15,934 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
August 16, 2024 Filed Aug 21, 2024 00:21 UTC
Dickson Paul S.Pres. & Chief Revenue Officer
GiftCommon Stock 12,909 $0.00 $0.00
Disclosure

SEC source: 0001469367-24-000152 · wk-form4_1724199658.xml · nonDerivative · entry 1

Dickson Paul S. · CIK 0001618959 · Pres. & Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 430,420

F1 · kind: Shares transferred to a Charitable Donor Advised Fund.

F2 · balance_after: Shares held following the reported transaction include 295,803 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
August 07, 2024 Filed Aug 9, 2024 23:41 UTC
STEELE JEANNAChief Legal & People Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 22,004 $0.00 Strike: $9.81 $0.00
Disclosure

SEC source: 0001469367-24-000148 · wk-form4_1723246891.xml · derivative · entry 3

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,823

Underlying: Common Stock · 22,004 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.

F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted November 22, 2023.

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

Read SEC document
August 07, 2024 Filed Aug 9, 2024 23:41 UTC
STEELE JEANNAChief Legal & People Officer
SaleCommon Stock 24,161 $19.24 $464,968.78
Disclosure

SEC source: 0001469367-24-000148 · wk-form4_1723246891.xml · nonDerivative · entry 2

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 310,617

F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted November 22, 2023.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $19.20 to $19.70 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 169,931 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
August 07, 2024 Filed Aug 9, 2024 23:41 UTC
STEELE JEANNAChief Legal & People Officer
Exercise / conversionCommon Stock 22,004 $9.81 $215,859.24
Disclosure

SEC source: 0001469367-24-000148 · wk-form4_1723246891.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 334,778

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 adopted November 22, 2023.

Read SEC document
July 19, 2024 Filed Jul 23, 2024 00:20 UTC SaleCommon Stock 600 $17.34 $10,402.02
Disclosure

SEC source: 0001469367-24-000137 · wk-form4_1721694033.xml · nonDerivative · entry 2

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,294,383

F1 · kind: The transaction reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan adopted on March 5, 2024.

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $17.31 to $17.37 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 transaction include 15,934 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
July 19, 2024 Filed Jul 23, 2024 00:20 UTC SaleCommon Stock 49,400 $16.92 $836,065.36
Disclosure

SEC source: 0001469367-24-000137 · wk-form4_1721694033.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,294,983

F1 · kind: The transaction reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan adopted on March 5, 2024.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $16.31 to $17.29 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
July 08, 2024 Filed Jul 10, 2024 00:25 UTC
Dickson Paul S.Pres. & Chief Revenue Officer
SaleCommon Stock 3,855 $12.62 $48,650.87
Disclosure

SEC source: 0001469367-24-000133 · wk-form4_1720571138.xml · nonDerivative · entry 1

Dickson Paul S. · CIK 0001618959 · Pres. & Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 443,329

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $12.42 to $12.78 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 sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 295,803 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
July 08, 2024 Filed Jul 10, 2024 00:26 UTC
STEELE JEANNAChief Legal & People Officer
SaleCommon Stock 2,513 $12.61 $31,700.24
Disclosure

SEC source: 0001469367-24-000135 · wk-form4_1720571162.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 312,774

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $12.42 to $12.76 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 169,931 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
July 08, 2024 Filed Jul 10, 2024 00:25 UTC
Powell MaryDirector · Chief Executive Officer
SaleCommon Stock 5,569 $12.62 $70,260.17
Disclosure

SEC source: 0001469367-24-000134 · wk-form4_1720571151.xml · nonDerivative · entry 1

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 581,341

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $12.42 to $12.78 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 sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 413,595 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
July 08, 2024 Filed Jul 10, 2024 00:25 UTC
Abajian DannyChief Financial Officer
GiftCommon Stock 4,838 $0.00 $0.00
Disclosure

SEC source: 0001469367-24-000132 · wk-form4_1720571125.xml · nonDerivative · entry 3

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 135,475

F4 · ownership.nature: Securities held of record by Abajian Family Trust, of which the Reporting Person is co-trustee.

Read SEC document
July 08, 2024 Filed Jul 10, 2024 00:25 UTC
Abajian DannyChief Financial Officer
GiftCommon Stock 4,838 $0.00 $0.00
Disclosure

SEC source: 0001469367-24-000132 · wk-form4_1720571125.xml · nonDerivative · entry 2

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 278,260

F3 · balance_after: Shares held following the reported transactions include 275,180 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
July 08, 2024 Filed Jul 10, 2024 00:25 UTC
Abajian DannyChief Financial Officer
SaleCommon Stock 4,662 $12.62 $58,839.57
Disclosure

SEC source: 0001469367-24-000132 · wk-form4_1720571125.xml · nonDerivative · entry 1

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 283,098

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $12.42 to $12.78 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 sold at each separate price within the range set forth in this Form 4.

Read SEC document
June 20, 2024 Filed Jun 22, 2024 00:31 UTC SaleCommon Stock 50,000 $12.11 $605,305.00
Disclosure

SEC source: 0001469367-24-000127 · wk-form4_1719016308.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,344,383

F1 · kind: The transaction reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan adopted on March 5, 2024.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $11.80 to $12.27 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 15,934 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
June 12, 2024 Filed Jun 15, 2024 00:13 UTC SaleCommon Stock 44,646 $15.91 $710,179.46
Disclosure

SEC source: 0001469367-24-000120 · wk-form4_1718410372.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,207,423

F1 · kind: The transaction reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan adopted on September 15, 2023.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $15.74 to $15.985 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 26,673 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
June 10, 2024 Filed Jun 13, 2024 00:09 UTC SaleCommon Stock 23,584 $13.74 $324,044.16
Disclosure

SEC source: 0001469367-24-000118 · wk-form4_1718237342.xml · nonDerivative · entry 1

August-deWilde Katherine · CIK 0001596781 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 89,948

F1 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $13.74 to $13.76 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.

F2 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of deWilde Family Trust.

Read SEC document
June 06, 2024 Filed Jun 8, 2024 01:06 UTC
Dickson Paul S.Pres. & Chief Revenue Officer
SaleCommon Stock 2,486 $14.43 $35,876.21
Disclosure

SEC source: 0001469367-24-000114 · wk-form4_1717808762.xml · nonDerivative · entry 1

Dickson Paul S. · CIK 0001618959 · Pres. & Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 447,184

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $14.41 to $14.435 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 304,852 restricted stock units, which are subject to forfeiture until they vest.

F4 · balance_after: Includes 2,157 shares acquired under the Issuer's employee stock purchase plan.

Read SEC document
June 06, 2024 Filed Jun 8, 2024 01:06 UTC
STEELE JEANNAChief Legal & People Officer
SaleCommon Stock 2,299 $14.44 $33,197.79
Disclosure

SEC source: 0001469367-24-000116 · wk-form4_1717808786.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 315,287

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $14.42 to $14.4401 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 175,053 restricted stock units, which are subject to forfeiture until they vest.

F4 · balance_after: Includes 2,157 shares acquired under the Issuer's employee stock purchase plan.

Read SEC document
June 06, 2024 Filed Jun 8, 2024 01:06 UTC
Powell MaryDirector · Chief Executive Officer
SaleCommon Stock 3,017 $14.45 $43,595.05
Disclosure

SEC source: 0001469367-24-000115 · wk-form4_1717808773.xml · nonDerivative · entry 1

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 586,910

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $14.42 to $14.455 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 426,116 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
June 06, 2024 Filed Jun 8, 2024 01:05 UTC
Abajian DannyChief Financial Officer
GiftCommon Stock 1,906 $0.00 $0.00
Disclosure

SEC source: 0001469367-24-000113 · wk-form4_1717808750.xml · nonDerivative · entry 3

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 130,637

F5 · ownership.nature: Securities held of record by Abajian Family Trust, of which the Reporting Person is co-trustee.

Read SEC document
June 06, 2024 Filed Jun 8, 2024 01:05 UTC
Abajian DannyChief Financial Officer
GiftCommon Stock 1,906 $0.00 $0.00
Disclosure

SEC source: 0001469367-24-000113 · wk-form4_1717808750.xml · nonDerivative · entry 2

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 287,760

F3 · balance_after: Shares held following the reported transactions include 284,680 restricted stock units, which are subject to forfeiture until they vest.

F4 · balance_after: Includes 1,218 shares acquired under the Issuer's employee stock purchase plan.

Read SEC document
June 06, 2024 Filed Jun 8, 2024 01:05 UTC
Abajian DannyChief Financial Officer
SaleCommon Stock 2,092 $14.43 $30,193.84
Disclosure

SEC source: 0001469367-24-000113 · wk-form4_1717808750.xml · nonDerivative · entry 1

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 288,448

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $14.415 to $14.44 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
June 06, 2024 Filed Jun 8, 2024 01:05 UTC SaleCommon Stock 1,891 $14.44 $27,296.77
Disclosure

SEC source: 0001469367-24-000112 · wk-form4_1717808738.xml · nonDerivative · entry 2

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,394,383

F3 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $14.42 to $14.44 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 15,934 restricted stock units, which are subject to forfeiture until they vest.

F6 · balance_after: Includes 977 shares acquired under the Issuer's employee stock purchase plan.

Read SEC document
June 05, 2024 Filed Jun 8, 2024 01:05 UTC SaleCommon Stock 50,000 $14.06 $702,890.00
Disclosure

SEC source: 0001469367-24-000112 · wk-form4_1717808738.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,395,297

F1 · kind: The transaction reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan adopted on March 5, 2024.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $13.715 to $14.445 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
May 31, 2024 Filed Jun 4, 2024 00:36 UTC
Powell MaryDirector · Chief Executive Officer
SaleCommon Stock 1,741 $14.86 $25,875.09
Disclosure

SEC source: 0001469367-24-000102 · wk-form4_1717461374.xml · nonDerivative · entry 1

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 589,927

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $14.83 to $14.865 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 432,483 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
May 31, 2024 Filed Jun 4, 2024 00:33 UTC SaleCommon Stock 9,248 $15.00 $138,720.00
Disclosure

SEC source: 0001469367-24-000101 · wk-form4_1717461198.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,252,069

F1 · kind: The transaction reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan adopted on September 15, 2023.

F2 · balance_after: Shares held following the reported transaction include 31,319 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
April 11, 2024 Filed Apr 15, 2024 23:07 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 230,988 $0.00 Strike: $5.88 $0.00
Disclosure

SEC source: 0001469367-24-000070 · wk-form4_1713222454.xml · derivative · entry 4

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 230,988 shares

Expires 2024-04-11

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 adopted on September 15, 2023.

F6 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. The option has a 10-year exercise period with an expiration date of April 11, 2024.

Read SEC document
April 11, 2024 Filed Apr 15, 2024 23:07 UTC SaleCommon Stock 2,336 $12.59 $29,403.23
Disclosure

SEC source: 0001469367-24-000070 · wk-form4_1713222454.xml · nonDerivative · entry 3

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,261,317

F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on September 15, 2023.

F2 · kind: Shares sold only to cover exercise price and tax obligation upon the exercise of a stock option.

F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $12.56 to $12.63 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 31,319 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
April 11, 2024 Filed Apr 15, 2024 23:07 UTC SaleCommon Stock 170,584 $11.94 $2,036,790.02
Disclosure

SEC source: 0001469367-24-000070 · wk-form4_1713222454.xml · nonDerivative · entry 2

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,263,653

F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on September 15, 2023.

F2 · kind: Shares sold only to cover exercise price and tax obligation upon the exercise of a stock option.

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $11.555 to $12.55 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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April 11, 2024 Filed Apr 15, 2024 23:07 UTC Exercise / conversionCommon Stock 230,988 $5.88 $1,358,209.44
Disclosure

SEC source: 0001469367-24-000070 · wk-form4_1713222454.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,434,237

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 adopted on September 15, 2023.

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April 10, 2024 Filed Apr 11, 2024 00:31 UTC
Dickson Paul S.Chief Revenue Officer
GrantCommon Stock 163,741 $0.00 $0.00
Disclosure

SEC source: 0001469367-24-000066 · wk-form4_1712795480.xml · nonDerivative · entry 2

Dickson Paul S. · CIK 0001618959 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 447,513

F3 · shares: Each share is represented by a restricted stock unit. 25% of the restricted stock units will vest on April 6, 2025, and 1/12 of the remaining restricted stock units 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 310,318 restricted stock units, which are subject to forfeiture until they vest.

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April 10, 2024 Filed Apr 11, 2024 00:31 UTC
STEELE JEANNAChief Legal & People Officer
GrantCommon Stock 86,686 $0.00 $0.00
Disclosure

SEC source: 0001469367-24-000068 · wk-form4_1712795507.xml · nonDerivative · entry 2

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 315,429

F3 · shares: Each share is represented by a restricted stock unit. 25% of the restricted stock units will vest on April 6, 2025, and 1/12 of the remaining restricted stock units 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 179,447 restricted stock units, which are subject to forfeiture until they vest.

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April 10, 2024 Filed Apr 11, 2024 00:31 UTC
Powell MaryDirector · Chief Executive Officer
GrantCommon Stock 211,900 $0.00 $0.00
Disclosure

SEC source: 0001469367-24-000067 · wk-form4_1712795494.xml · nonDerivative · entry 2

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 591,668

F3 · shares: Each share is represented by a restricted stock unit. 25% of the restricted stock units will vest on April 6, 2025, and 1/12 of the remaining restricted stock units 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 436,360 restricted stock units, which are subject to forfeiture until they vest.

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April 10, 2024 Filed Apr 11, 2024 00:31 UTC
Abajian DannyChief Financial Officer
GrantCommon Stock 144,477 $0.00 $0.00
Disclosure

SEC source: 0001469367-24-000065 · wk-form4_1712795467.xml · nonDerivative · entry 4

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 290,540

F4 · shares: Each share is represented by a restricted stock unit. 25% of the restricted stock units will vest on April 6, 2025, and 1/12 of the remaining restricted stock units 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 288,678 restricted stock units, which are subject to forfeiture until they vest.

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April 08, 2024 Filed Apr 11, 2024 00:31 UTC
Dickson Paul S.Chief Revenue Officer
SaleCommon Stock 14,945 $12.07 $180,445.93
Disclosure

SEC source: 0001469367-24-000066 · wk-form4_1712795480.xml · nonDerivative · entry 1

Dickson Paul S. · CIK 0001618959 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 283,772

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $11.905 to $12.235 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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April 08, 2024 Filed Apr 11, 2024 00:31 UTC
STEELE JEANNAChief Legal & People Officer
SaleCommon Stock 10,176 $12.07 $122,852.81
Disclosure

SEC source: 0001469367-24-000068 · wk-form4_1712795507.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 228,743

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $11.905 to $12.235 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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April 08, 2024 Filed Apr 11, 2024 00:31 UTC
Powell MaryDirector · Chief Executive Officer
SaleCommon Stock 22,549 $12.07 $272,261.14
Disclosure

SEC source: 0001469367-24-000067 · wk-form4_1712795494.xml · nonDerivative · entry 1

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 379,768

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $11.905 to $12.23 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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April 08, 2024 Filed Apr 11, 2024 00:31 UTC
Abajian DannyChief Financial Officer
GiftCommon Stock 17,671 $0.00 $0.00
Disclosure

SEC source: 0001469367-24-000065 · wk-form4_1712795467.xml · nonDerivative · entry 3

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 128,731

F3 · ownership.nature: Securities held of record by Abajian Family Trust, of which the Reporting Person is co-trustee.

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April 08, 2024 Filed Apr 11, 2024 00:31 UTC
Abajian DannyChief Financial Officer
GiftCommon Stock 17,671 $0.00 $0.00
Disclosure

SEC source: 0001469367-24-000065 · wk-form4_1712795467.xml · nonDerivative · entry 2

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,063

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April 08, 2024 Filed Apr 11, 2024 00:31 UTC
Abajian DannyChief Financial Officer
SaleCommon Stock 17,440 $12.07 $210,547.89
Disclosure

SEC source: 0001469367-24-000065 · wk-form4_1712795467.xml · nonDerivative · entry 1

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 163,734

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $11.905 to $12.235 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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April 05, 2024 Filed Apr 10, 2024 00:30 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 145,988 $0.00 Strike: $5.88 $0.00
Disclosure

SEC source: 0001469367-24-000060 · wk-form4_1712709010.xml · derivative · entry 4

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 145,988 shares

Expires 2024-04-11

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.

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April 05, 2024 Filed Apr 10, 2024 00:30 UTC Tax withholdingCommon Stock 100,501 $11.83 $1,188,926.83
Disclosure

SEC source: 0001469367-24-000060 · wk-form4_1712709010.xml · nonDerivative · entry 2

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,445,297

F1 · balance_after: Shares held following the reported transactions include 19,547 restricted stock units, which are subject to forfeiture until they vest.

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April 05, 2024 Filed Apr 10, 2024 00:30 UTC Exercise / conversionCommon Stock 145,988 $5.88 $858,409.44
Disclosure

SEC source: 0001469367-24-000060 · wk-form4_1712709010.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,545,798

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.

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March 18, 2024 Filed Mar 20, 2024 00:09 UTC
STEELE JEANNAChief Legal & People Officer
SaleCommon Stock 805 $10.02 $8,062.08
Disclosure

SEC source: 0001469367-24-000058 · wk-form4_1710893363.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 238,919

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $10.015 to $10.0301 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 113,250 restricted stock units, which are subject to forfeiture until they vest.

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March 18, 2024 Filed Mar 20, 2024 00:09 UTC SaleCommon Stock 2,836 $10.01 $28,378.43
Disclosure

SEC source: 0001469367-24-000057 · wk-form4_1710893350.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,399,810

F1 · kind: Shares withheld to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $10.005 to $10.045 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 19,547 restricted stock units, which are subject to forfeiture until they vest.

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March 18, 2024 Filed Mar 20, 2024 00:09 UTC
Abajian DannyChief Financial Officer
GiftCommon Stock 402 $0.00 $0.00
Disclosure

SEC source: 0001469367-24-000056 · wk-form4_1710893338.xml · nonDerivative · entry 3

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 111,060

F4 · ownership.nature: Securities held of record by Abajian Family Trust, of which the Reporting Person is co-trustee.

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March 18, 2024 Filed Mar 20, 2024 00:09 UTC
Abajian DannyChief Financial Officer
GiftCommon Stock 402 $0.00 $0.00
Disclosure

SEC source: 0001469367-24-000056 · wk-form4_1710893338.xml · nonDerivative · entry 2

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,174

F3 · balance_after: Shares held following the reported transactions include 179,312 restricted stock units, which are subject to forfeiture until they vest.

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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.