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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
June 06, 2023 Filed Jun 9, 2023 00:34 UTC
Dickson Paul S.Chief Revenue Officer
SaleCommon Stock 2,386 $18.74 $44,702.90
Disclosure

SEC source: 0001469367-23-000139 · wk-form4_1686270831.xml · nonDerivative · entry 1

Dickson Paul S. · CIK 0001618959 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 311,704

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 $18.57 to $18.85 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 217,186 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
June 06, 2023 Filed Jun 9, 2023 00:38 UTC
STEELE JEANNAChief Legal & People Officer
SaleCommon Stock 2,152 $18.75 $40,340.53
Disclosure

SEC source: 0001469367-23-000144 · wk-form4_1686271079.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 251,804

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 $18.565 to $18.87 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 150,882 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
June 06, 2023 Filed Jun 9, 2023 00:37 UTC
Powell MaryDirector · Chief Executive Officer
SaleCommon Stock 3,115 $18.74 $58,379.46
Disclosure

SEC source: 0001469367-23-000143 · wk-form4_1686271035.xml · nonDerivative · entry 1

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 412,644

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 $18.565 to $18.85 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 329,300 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
June 06, 2023 Filed Jun 9, 2023 00:36 UTC
Philpot MichelleChief Accounting Officer
SaleCommon Stock 429 $18.74 $8,037.96
Disclosure

SEC source: 0001469367-23-000142 · wk-form4_1686270971.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,355

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 $18.58 to $18.86 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 36,141 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
June 06, 2023 Filed Jun 9, 2023 00:35 UTC SaleCommon Stock 1,235 $18.74 $23,143.53
Disclosure

SEC source: 0001469367-23-000141 · wk-form4_1686270920.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,409,985

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 $18.56 to $18.87 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 62,545 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
June 06, 2023 Filed Jun 9, 2023 00:34 UTC SaleCommon Stock 2,415 $18.74 $45,259.52
Disclosure

SEC source: 0001469367-23-000140 · wk-form4_1686270870.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,265,579

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 $18.57 to $18.86 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 65,356 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
June 06, 2023 Filed Jun 9, 2023 00:32 UTC
Abajian DannyChief Financial Officer
GiftCommon Stock 8,167 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000138 · wk-form4_1686270770.xml · nonDerivative · entry 3

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 87,095

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

Read SEC document
June 06, 2023 Filed Jun 9, 2023 00:32 UTC
Abajian DannyChief Financial Officer
GiftCommon Stock 8,167 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000138 · wk-form4_1686270770.xml · nonDerivative · entry 2

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,740

F3 · balance_after: Shares held following the reported transaction include 217,398 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
June 06, 2023 Filed Jun 9, 2023 00:32 UTC
Abajian DannyChief Financial Officer
SaleCommon Stock 7,824 $18.74 $146,599.85
Disclosure

SEC source: 0001469367-23-000138 · wk-form4_1686270770.xml · nonDerivative · entry 1

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 226,907

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 $18.56 to $18.87 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, 2023 Filed Jun 2, 2023 00:32 UTC
Powell MaryDirector · Chief Executive Officer
SaleCommon Stock 1,969 $17.56 $34,569.34
Disclosure

SEC source: 0001469367-23-000125 · wk-form4_1685665944.xml · nonDerivative · entry 1

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 415,759

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 $17.4101 to $17.58 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 335,667 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
May 31, 2023 Filed Jun 3, 2023 00:01 UTC
Abajian DannyChief Financial Officer
GiftCommon Stock 78,928 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000127 · wk-form4_1685750447.xml · nonDerivative · entry 2

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 78,928

F3 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of the Abajian Family Trust.

Read SEC document
May 31, 2023 Filed Jun 3, 2023 00:01 UTC
Abajian DannyChief Financial Officer
GiftCommon Stock 78,928 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000127 · wk-form4_1685750447.xml · nonDerivative · entry 1

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 234,731

F1 · balance_after: Shares held following the reported transaction include 233,389 restricted stock units, which are subject to forfeiture until they vest.

F2 · balance_after: Includes 794 shares acquired under the Issuer's employee stock purchase plan.

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May 15, 2023 Filed May 17, 2023 00:37 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 25,000 $0.00 Strike: $5.00 $0.00
Disclosure

SEC source: 0001469367-23-000120 · wk-form4_1684283843.xml · derivative · entry 3

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 254,000

Underlying: Common Stock · 25,000 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 adopted on September 15, 2022.

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

Read SEC document
May 15, 2023 Filed May 17, 2023 00:37 UTC SaleCommon Stock 25,000 $16.34 $408,570.00
Disclosure

SEC source: 0001469367-23-000120 · wk-form4_1684283843.xml · nonDerivative · entry 2

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,267,994

F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on September 15, 2022.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $16.04 to $16.565 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 70,001 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
May 15, 2023 Filed May 17, 2023 00:37 UTC Exercise / conversionCommon Stock 25,000 $5.00 $125,000.00
Disclosure

SEC source: 0001469367-23-000120 · wk-form4_1684283843.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,292,994

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, 2022.

Read SEC document
April 17, 2023 Filed Apr 19, 2023 00:00 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 50,000 $0.00 Strike: $5.00 $0.00
Disclosure

SEC source: 0001469367-23-000101 · wf-form4_168186243491861.xml · derivative · entry 3

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 279,000

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 adopted on September 15, 2022.

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

Read SEC document
April 17, 2023 Filed Apr 19, 2023 00:00 UTC SaleCommon Stock 50,000 $19.97 $998,695.00
Disclosure

SEC source: 0001469367-23-000101 · wf-form4_168186243491861.xml · nonDerivative · entry 2

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,267,994

F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan adopted on September 15, 2022.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $19.92 to $20.10 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 70,001 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
April 17, 2023 Filed Apr 19, 2023 00:00 UTC Exercise / conversionCommon Stock 50,000 $5.00 $250,000.00
Disclosure

SEC source: 0001469367-23-000101 · wf-form4_168186243491861.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,317,994

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, 2022.

Read SEC document
April 10, 2023 Filed Apr 13, 2023 01:00 UTC
Dickson Paul S.Chief Revenue Officer
GrantCommon Stock 136,595 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000090 · wf-form4_168134762434385.xml · nonDerivative · entry 1

Dickson Paul S. · CIK 0001618959 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 314,090

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on April 6, 2024, 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 transaction include 222,651 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
April 10, 2023 Filed Apr 13, 2023 01:01 UTC
STEELE JEANNAChief Legal & People Officer
GrantCommon Stock 81,957 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000093 · wf-form4_168134768218294.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 253,956

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on April 6, 2024, 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 transaction include 155,276 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
April 10, 2023 Filed Apr 13, 2023 01:01 UTC
Powell MaryDirector · Chief Executive Officer
GrantCommon Stock 200,339 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000092 · wf-form4_168134765985824.xml · nonDerivative · entry 1

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 417,728

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on April 6, 2024, 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 transaction include 339,546 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
April 10, 2023 Filed Apr 13, 2023 01:00 UTC
Philpot MichelleChief Accounting Officer
GrantCommon Stock 24,283 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000091 · wf-form4_168134764382556.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,784

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on April 6, 2024, 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 transaction include 37,012 RSUs, which are subject to forfeiture until they vest.

Read SEC document
April 10, 2023 Filed Apr 13, 2023 01:00 UTC
Abajian DannyChief Financial Officer
GrantCommon Stock 136,595 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000089 · wf-form4_168134760620562.xml · nonDerivative · entry 1

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 312,865

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on April 6, 2024, 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 transaction include 233,389 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
April 06, 2023 Filed Apr 8, 2023 00:16 UTC
Dickson Paul S.Chief Revenue Officer
SaleCommon Stock 235 $18.37 $4,315.78
Disclosure

SEC source: 0001469367-23-000083 · wf-form4_168091296891661.xml · nonDerivative · entry 1

Dickson Paul S. · CIK 0001618959 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,495

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 $18.365 to $18.3701 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 86,056 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
April 06, 2023 Filed Apr 8, 2023 00:16 UTC
Abajian DannyChief Financial Officer
SaleCommon Stock 1,237 $18.36 $22,706.37
Disclosure

SEC source: 0001469367-23-000082 · wf-form4_168091295375667.xml · nonDerivative · entry 1

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,270

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 $18.355 to $18.3701 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 96,794 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 01:11 UTC SaleCommon Stock 12,409 $20.00 $248,180.00
Disclosure

SEC source: 0001469367-23-000072 · wf-form4_168057066632500.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,267,994

F1 · kind: The sale reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan adopted on September 15, 2022.

F2 · balance_after: Shares held following the reported transaction include 70,001 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
March 17, 2023 Filed Mar 18, 2023 00:51 UTC
STEELE JEANNAChief Legal & People Officer
SaleCommon Stock 856 $17.72 $15,164.47
Disclosure

SEC source: 0001469367-23-000069 · wf-form4_167910069298294.xml · nonDerivative · entry 2

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 171,999

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

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $17.3901 to $18.05 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 73,319 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
March 17, 2023 Filed Mar 18, 2023 00:51 UTC
Philpot MichelleChief Accounting Officer
SaleCommon Stock 428 $17.71 $7,579.15
Disclosure

SEC source: 0001469367-23-000068 · wf-form4_167910067263915.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,501

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 $17.3901 to $18.065 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 12,729 RSUs, which are subject to forfeiture until they vest.

Read SEC document
March 17, 2023 Filed Mar 18, 2023 00:51 UTC SaleCommon Stock 2,986 $17.70 $52,853.69
Disclosure

SEC source: 0001469367-23-000067 · wf-form4_167910065207522.xml · nonDerivative · entry 2

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,411,220

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 $17.3901 to $18.12 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 66,158 RSUs, which are subject to forfeiture until they vest.

Read SEC document
March 17, 2023 Filed Mar 18, 2023 00:50 UTC SaleCommon Stock 2,842 $17.70 $50,305.67
Disclosure

SEC source: 0001469367-23-000066 · wf-form4_167910063629844.xml · nonDerivative · entry 4

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,280,403

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

F5 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $17.41 to $18.10 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.

F6 · balance_after: Shares held following the reported transactions include 70,001 RSUs, which are subject to forfeiture until they vest.

Read SEC document
March 16, 2023 Filed Mar 18, 2023 00:50 UTC
Abajian DannyChief Financial Officer
SaleCommon Stock 428 $18.35 $7,855.90
Disclosure

SEC source: 0001469367-23-000065 · wf-form4_167910062228405.xml · nonDerivative · entry 2

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177,507

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

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $18.3301 to $18.355 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 99,198 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
March 15, 2023 Filed Mar 18, 2023 00:51 UTC
STEELE JEANNAChief Legal & People Officer
SaleCommon Stock 868 $19.07 $16,550.24
Disclosure

SEC source: 0001469367-23-000069 · wf-form4_167910069298294.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 172,855

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 $18.8801 to $19.23 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.

Read SEC document
March 15, 2023 Filed Mar 18, 2023 00:51 UTC
Philpot MichelleChief Accounting Officer
SaleCommon Stock 489 $19.05 $9,316.53
Disclosure

SEC source: 0001469367-23-000068 · wf-form4_167910067263915.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,929

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 $18.8701 to $19.23 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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March 15, 2023 Filed Mar 18, 2023 00:51 UTC SaleCommon Stock 3,402 $19.07 $64,863.55
Disclosure

SEC source: 0001469367-23-000067 · wf-form4_167910065207522.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,414,206

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 $18.9001 to $19.23 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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March 15, 2023 Filed Mar 18, 2023 00:50 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 33,000 $0.00 Strike: $5.00 $0.00
Disclosure

SEC source: 0001469367-23-000066 · wf-form4_167910063629844.xml · derivative · entry 5

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 329,000

Underlying: Common Stock · 33,000 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.

F7 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable.

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March 15, 2023 Filed Mar 18, 2023 00:50 UTC SaleCommon Stock 3,740 $19.07 $71,328.91
Disclosure

SEC source: 0001469367-23-000066 · wf-form4_167910063629844.xml · nonDerivative · entry 3

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,283,245

F3 · 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 $18.9001 to $19.22 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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March 15, 2023 Filed Mar 18, 2023 00:50 UTC SaleCommon Stock 33,000 $19.27 $635,857.20
Disclosure

SEC source: 0001469367-23-000066 · wf-form4_167910063629844.xml · nonDerivative · entry 2

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,286,985

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 $18.92 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.

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March 15, 2023 Filed Mar 18, 2023 00:50 UTC Exercise / conversionCommon Stock 33,000 $5.00 $165,000.00
Disclosure

SEC source: 0001469367-23-000066 · wf-form4_167910063629844.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,319,985

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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March 15, 2023 Filed Mar 18, 2023 00:50 UTC
Abajian DannyChief Financial Officer
SaleCommon Stock 353 $19.06 $6,728.67
Disclosure

SEC source: 0001469367-23-000065 · wf-form4_167910062228405.xml · nonDerivative · entry 1

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177,935

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 $18.915 to $19.22 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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March 06, 2023 Filed Mar 9, 2023 01:29 UTC
Dickson Paul S.Chief Revenue Officer
SaleCommon Stock 15,041 $25.51 $383,700.42
Disclosure

SEC source: 0001469367-23-000049 · wf-form4_167832535464653.xml · nonDerivative · entry 1

Dickson Paul S. · CIK 0001618959 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177,730

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 $25.06 to $25.74 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 86,569 restricted stock units, which are subject to forfeiture until they vest.

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March 06, 2023 Filed Mar 9, 2023 01:30 UTC
STEELE JEANNAChief Legal & People Officer
SaleCommon Stock 14,723 $25.51 $375,607.29
Disclosure

SEC source: 0001469367-23-000054 · wf-form4_167832543355898.xml · nonDerivative · entry 1

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 173,723

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 $25.0401 to $25.74 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 76,566 restricted stock units, which are subject to forfeiture until they vest.

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March 06, 2023 Filed Mar 9, 2023 01:30 UTC
Powell MaryDirector · Chief Executive Officer
SaleCommon Stock 18,544 $25.51 $473,098.24
Disclosure

SEC source: 0001469367-23-000053 · wf-form4_167832541877531.xml · nonDerivative · entry 1

Powell Mary · CIK 0001730240 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 217,389

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 $25.0401 to $25.735 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 139,207 restricted stock units, which are subject to forfeiture until they vest.

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March 06, 2023 Filed Mar 9, 2023 01:30 UTC
Philpot MichelleChief Accounting Officer
SaleCommon Stock 1,512 $25.51 $38,571.12
Disclosure

SEC source: 0001469367-23-000052 · wf-form4_167832540143071.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,418

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 $25.01 to $25.73 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 14,455 RSUs, which are subject to forfeiture until they vest.

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March 06, 2023 Filed Mar 9, 2023 01:29 UTC SaleCommon Stock 2,784 $25.51 $71,027.64
Disclosure

SEC source: 0001469367-23-000051 · wf-form4_167832538363995.xml · nonDerivative · entry 1

Jurich Lynn Michelle · CIK 0001648691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,417,608

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 $25.0301 to $25.76 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 83,413 RSUs, which are subject to forfeiture until they vest.

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March 06, 2023 Filed Mar 9, 2023 01:29 UTC SaleCommon Stock 6,886 $25.51 $175,689.40
Disclosure

SEC source: 0001469367-23-000050 · wf-form4_167832536895344.xml · nonDerivative · entry 1

Fenster Edward Harris · CIK 0001648690 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,286,985

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 $25.0401 to $25.735 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 81,682 RSUs, which are subject to forfeiture until they vest.

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March 06, 2023 Filed Mar 9, 2023 01:29 UTC
Abajian DannyChief Financial Officer
SaleCommon Stock 9,839 $25.51 $250,983.05
Disclosure

SEC source: 0001469367-23-000048 · wf-form4_167832533974383.xml · nonDerivative · entry 1

Abajian Danny · CIK 0001931495 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 178,288

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 $25.06 to $25.74 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 100,668 restricted stock units, which are subject to forfeiture until they vest.

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March 01, 2023 Filed Mar 3, 2023 02:43 UTC
Dickson Paul S.Chief Revenue Officer
GrantCommon Stock 36,029 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000039 · wf-form4_167781141716172.xml · nonDerivative · entry 3

Dickson Paul S. · CIK 0001618959 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 192,771

F4 · 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 36,029 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.

F5 · balance_after: Shares held following the reported transactions include 121,509 restricted stock units, which are subject to forfeiture until they vest.

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March 01, 2023 Filed Mar 3, 2023 02:43 UTC
Dickson Paul S.Chief Revenue Officer
SaleCommon Stock 906 $25.51 $23,112.51
Disclosure

SEC source: 0001469367-23-000039 · wf-form4_167781141716172.xml · nonDerivative · entry 2

Dickson Paul S. · CIK 0001618959 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 156,742

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 $25.51 to $25.53 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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March 01, 2023 Filed Mar 3, 2023 02:43 UTC
Dickson Paul S.Chief Revenue Officer
GrantCommon Stock 3,290 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000039 · wf-form4_167781141716172.xml · nonDerivative · entry 1

Dickson Paul S. · CIK 0001618959 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 157,648

F1 · kind: On December 6, 2021, 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 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 during each of the years from 2022 to 2025. The performance criteria for the first measurement period ending December 31, 2022 were met and certified on March 1, 2023, resulting in the issuance of 3,290 shares of the Issuer's Common Stock.

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March 01, 2023 Filed Mar 3, 2023 02:44 UTC
STEELE JEANNAChief Legal & People Officer
GrantCommon Stock 36,029 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000040 · wf-form4_167781143435917.xml · nonDerivative · entry 2

STEELE JEANNA · CIK 0001741304 · Chief Legal & People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 188,446

F1 · 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 36,029 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 106,615 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.