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Solo Brands, Inc.

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Tapewire entity
8034
SEC CIK
0001870600
Parsed reports
175

Last 12 months

Inside the activity.

4 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202640
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
April 03, 2024 Filed Apr 5, 2024 00:09 UTC
Christensen Kent RogerGeneral Counsel
Tax withholdingClass A Common Stock 329 $2.17 $713.93
Disclosure

SEC source: 0001870600-24-000028 · wk-form4_1712275788.xml · nonDerivative · entry 2

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,421

F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").

Read SEC document
April 03, 2024 Filed Apr 5, 2024 00:09 UTC
Christensen Kent RogerGeneral Counsel
Exercise / conversionClass A Common Stock 924 $0.00 $0.00
Disclosure

SEC source: 0001870600-24-000028 · wk-form4_1712275788.xml · nonDerivative · entry 1

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,750

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

Read SEC document
March 15, 2024 Filed Mar 18, 2024 17:25 UTC
METZ CHRISTOPHER TDirector · President & CEO
PurchaseClass A Common Stock 100,000 $2.27 $226,560.00
Disclosure

SEC source: 0001870600-24-000026 · wk-form4_1710797115.xml · nonDerivative · entry 1

METZ CHRISTOPHER T · CIK 0001215870 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,000

F1 · balance_after: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.13 to $2.38. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 09, 2024 Filed Feb 12, 2024 23:55 UTC
Christensen Kent RogerGeneral Counsel
Exercise / conversionRestricted Stock Unit · Derivative 1,103 $0.00 $0.00
Disclosure

SEC source: 0001870600-24-000014 · wk-form4_1707782124.xml · derivative · entry 3

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,720

Underlying: Class A Common Stock · 1,103 shares

Expires not disclosed

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_price: Each RSU represents a contingent right to receive one share of Class A Common Stock.

F3 · derivative.exercise_date: The remaining unvested RSUs will vest in six approximately equal quarterly installments.

F3 · derivative.expiration_date: The remaining unvested RSUs will vest in six approximately equal quarterly installments.

Read SEC document
February 09, 2024 Filed Feb 12, 2024 23:55 UTC
Christensen Kent RogerGeneral Counsel
Tax withholdingClass A Common Stock 452 $2.69 $1,215.88
Disclosure

SEC source: 0001870600-24-000014 · wk-form4_1707782124.xml · nonDerivative · entry 2

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,826

F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").

Read SEC document
February 09, 2024 Filed Feb 12, 2024 23:55 UTC
Christensen Kent RogerGeneral Counsel
Exercise / conversionClass A Common Stock 1,103 $0.00 $0.00
Disclosure

SEC source: 0001870600-24-000014 · wk-form4_1707782124.xml · nonDerivative · entry 1

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,278

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

Read SEC document
February 05, 2024 Filed Feb 7, 2024 19:02 UTC
COFFEY LAURA AChief Financial Officer
GrantRestricted Stock Unit · Derivative 250,000 $0.00 $0.00
Disclosure

SEC source: 0001870600-24-000010 · wk-form4_1707350537.xml · derivative · entry 1

COFFEY LAURA A · CIK 0001439019 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250,000

Underlying: Class A Common Stock · 250,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock.

F2 · derivative.exercise_date: The unvested RSUs will vest in four approximately equal annual installments.

F2 · derivative.expiration_date: The unvested RSUs will vest in four approximately equal annual installments.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 19:04 UTC
METZ CHRISTOPHER TDirector · President & CEO
GrantRestricted Stock Unit · Derivative 198,000 $0.00 $0.00
Disclosure

SEC source: 0001870600-24-000012 · wk-form4_1707350626.xml · derivative · entry 1

METZ CHRISTOPHER T · CIK 0001215870 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 198,000

Underlying: Class A Common Stock · 198,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock.

F2 · derivative.exercise_date: The unvested RSUs will vest in three approximately equal annual installments.

F2 · derivative.expiration_date: The unvested RSUs will vest in three approximately equal annual installments.

Read SEC document
January 04, 2024 Filed Jan 4, 2024 23:27 UTC
Merris JohnDirector · President & CEO
Exercise / conversionRestricted Stock Unit · Derivative 1,766 $0.00 $0.00
Disclosure

SEC source: 0001870600-24-000004 · wk-form4_1704410836.xml · derivative · entry 4

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,429

Underlying: Class A Common Stock · 1,766 shares

Expires not disclosed

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_price: Each RSU represents a contingent right to receive one share of Class A Common Stock.

F3 · derivative.exercise_date: The remaining unvested RSUs will vest in eleven approximately equal quarterly installments.

F3 · derivative.expiration_date: The remaining unvested RSUs will vest in eleven approximately equal quarterly installments.

Read SEC document
January 04, 2024 Filed Jan 4, 2024 23:27 UTC
Merris JohnDirector · President & CEO
Tax withholdingClass A Common Stock 523 $6.16 $3,221.68
Disclosure

SEC source: 0001870600-24-000004 · wk-form4_1704410836.xml · nonDerivative · entry 2

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 182,280

F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").

Read SEC document
January 04, 2024 Filed Jan 4, 2024 23:27 UTC
Merris JohnDirector · President & CEO
Exercise / conversionClass A Common Stock 1,766 $0.00 $0.00
Disclosure

SEC source: 0001870600-24-000004 · wk-form4_1704410836.xml · nonDerivative · entry 1

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 182,803

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

Read SEC document
January 04, 2024 Filed Jan 4, 2024 23:25 UTC
Christensen Kent RogerGeneral Counsel
Exercise / conversionRestricted Stock Unit · Derivative 924 $0.00 $0.00
Disclosure

SEC source: 0001870600-24-000002 · wk-form4_1704410709.xml · derivative · entry 3

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,163

Underlying: Class A Common Stock · 924 shares

Expires not disclosed

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_price: Each RSU represents a contingent right to receive one share of Class A Common Stock.

F3 · derivative.exercise_date: The remaining unvested RSUs will vest in eleven approximately equal quarterly installments.

F3 · derivative.expiration_date: The remaining unvested RSUs will vest in eleven approximately equal quarterly installments.

Read SEC document
January 04, 2024 Filed Jan 4, 2024 23:25 UTC
Christensen Kent RogerGeneral Counsel
Tax withholdingClass A Common Stock 376 $6.16 $2,316.16
Disclosure

SEC source: 0001870600-24-000002 · wk-form4_1704410709.xml · nonDerivative · entry 2

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,175

F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").

Read SEC document
January 04, 2024 Filed Jan 4, 2024 23:25 UTC
Christensen Kent RogerGeneral Counsel
Exercise / conversionClass A Common Stock 924 $0.00 $0.00
Disclosure

SEC source: 0001870600-24-000002 · wk-form4_1704410709.xml · nonDerivative · entry 1

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,551

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

Read SEC document
November 09, 2023 Filed Nov 14, 2023 02:34 UTC
Christensen Kent RogerGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 1,103 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-063299 · ownership.xml · derivative · entry 3

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,823

Underlying: Class A Common Stock · 1,103 shares

Expires not disclosed

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_price: Each RSU represents a contingent right to receive one share of Class A Common Stock.

F3 · derivative.exercise_date: The remaining unvested RSUs will vest in seven approximately equal quarterly installments.

F3 · derivative.expiration_date: The remaining unvested RSUs will vest in seven approximately equal quarterly installments.

Read SEC document
November 09, 2023 Filed Nov 14, 2023 02:34 UTC
Christensen Kent RogerGeneral Counsel
Tax withholdingClass A Common Stock 391 $4.53 $1,771.23
Disclosure

SEC source: 0000950170-23-063299 · ownership.xml · nonDerivative · entry 2

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,627

F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").

Read SEC document
November 09, 2023 Filed Nov 14, 2023 02:34 UTC
Christensen Kent RogerGeneral Counsel
Exercise / conversionClass A Common Stock 1,103 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-063299 · ownership.xml · nonDerivative · entry 1

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,018

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

Read SEC document
November 09, 2023 Filed Nov 14, 2023 02:24 UTC
Merris JohnDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 4,596 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-063297 · ownership.xml · derivative · entry 4

Merris John · CIK 0001888039 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,764

Underlying: Class A Common Stock · 4,596 shares

Expires not disclosed

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_price: Each RSU represents a contingent right to receive one share of Class A Common Stock.

F3 · derivative.exercise_date: The remaining unvested RSUs will vest in seven approximately equal quarterly installments.

F3 · derivative.expiration_date: The remaining unvested RSUs will vest in seven approximately equal quarterly installments.

Read SEC document
November 09, 2023 Filed Nov 14, 2023 02:24 UTC
Merris JohnDirector · President and CEO
Tax withholdingClass A Common Stock 1,119 $4.53 $5,069.07
Disclosure

SEC source: 0000950170-23-063297 · ownership.xml · nonDerivative · entry 2

Merris John · CIK 0001888039 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,037

F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").

Read SEC document
November 09, 2023 Filed Nov 14, 2023 02:24 UTC
Merris JohnDirector · President and CEO
Exercise / conversionClass A Common Stock 4,596 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-063297 · ownership.xml · nonDerivative · entry 1

Merris John · CIK 0001888039 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 182,156

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

Read SEC document
November 09, 2023 Filed Nov 14, 2023 02:20 UTC
Webb SomerChief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 9,660 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-063295 · ownership.xml · derivative · entry 4

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,599

Underlying: Class A Common Stock · 9,660 shares

Expires not disclosed

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_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F4 · derivative.exercise_date: The remaining unvested RSUs will vest in ten approximately equal quarterly installments.

F4 · derivative.expiration_date: The remaining unvested RSUs will vest in ten approximately equal quarterly installments.

Read SEC document
November 09, 2023 Filed Nov 14, 2023 02:20 UTC
Webb SomerChief Financial Officer
SaleClass A Common Stock 115,537 $4.35 $502,724.59
Disclosure

SEC source: 0000950170-23-063295 · ownership.xml · nonDerivative · entry 3

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,793

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.3001 to $4.40. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 09, 2023 Filed Nov 14, 2023 02:20 UTC
Webb SomerChief Financial Officer
Tax withholdingClass A Common Stock 2,352 $4.53 $10,654.56
Disclosure

SEC source: 0000950170-23-063295 · ownership.xml · nonDerivative · entry 2

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,330

F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").

Read SEC document
November 09, 2023 Filed Nov 14, 2023 02:20 UTC
Webb SomerChief Financial Officer
Exercise / conversionClass A Common Stock 9,660 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-063295 · ownership.xml · nonDerivative · entry 1

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,682

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

Read SEC document
November 05, 2023 Filed Nov 7, 2023 21:21 UTC Exercise / conversionRestricted Stock Units · Derivative 8,824 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-060296 · ownership.xml · derivative · entry 2

Brown Julia M · CIK 0001855226 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,823

Underlying: Class A Common Stock · 8,824 shares

Expires not disclosed

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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock.

F2 · derivative.exercise_date: The remaining RSUs vest in one annual installment on 11/5/2024, subject to the individual's continuous service.

F2 · derivative.expiration_date: The remaining RSUs vest in one annual installment on 11/5/2024, subject to the individual's continuous service.

Read SEC document
November 05, 2023 Filed Nov 7, 2023 21:21 UTC Exercise / conversionClass A Common Stock 8,824 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-060296 · ownership.xml · nonDerivative · entry 1

Brown Julia M · CIK 0001855226 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,060

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

Read SEC document
November 05, 2023 Filed Nov 7, 2023 16:15 UTC Exercise / conversionRestricted Stock Units · Derivative 8,824 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-060273 · ownership.xml · derivative · entry 2

Tarbox Andrea K · CIK 0001385769 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,823

Underlying: Class A Common Stock · 8,824 shares

Expires not disclosed

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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock.

F2 · derivative.exercise_date: The remaining RSUs vest in one annual installment on 11/5/2024, subject to the individual's continuous service.

F2 · derivative.expiration_date: The remaining RSUs vest in one annual installment on 11/5/2024, subject to the individual's continuous service.

Read SEC document
November 05, 2023 Filed Nov 7, 2023 16:15 UTC Exercise / conversionClass A Common Stock 8,824 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-060273 · ownership.xml · nonDerivative · entry 1

Tarbox Andrea K · CIK 0001385769 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,060

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

Read SEC document
November 05, 2023 Filed Nov 7, 2023 21:14 UTC Exercise / conversionRestricted Stock Units · Derivative 8,824 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-060266 · ownership.xml · derivative · entry 2

Randolph Marc Bernays · CIK 0001888929 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,823

Underlying: Class A Common Stock · 8,824 shares

Expires not disclosed

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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock.

F2 · derivative.exercise_date: The remaining RSUs vest in one annual installment on 11/5/2024, subject to the individual's continuous service.

F2 · derivative.expiration_date: The remaining RSUs vest in one annual installment on 11/5/2024, subject to the individual's continuous service.

Read SEC document
November 05, 2023 Filed Nov 7, 2023 21:14 UTC Exercise / conversionClass A Common Stock 8,824 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-060266 · ownership.xml · nonDerivative · entry 1

Randolph Marc Bernays · CIK 0001888929 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,060

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

Read SEC document
October 04, 2023 Filed Oct 4, 2023 22:07 UTC
Merris JohnDirector · President & CEO
Exercise / conversionRestricted Stock Unit · Derivative 7,066 $0.00 $0.00
Disclosure

SEC source: 0001870600-23-000057 · wk-form4_1696457211.xml · derivative · entry 4

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,195

Underlying: Class A Common Stock · 7,066 shares

Expires not disclosed

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_price: Each RSU represents a contingent right to receive one share of Class A Common Stock.

F3 · derivative.exercise_date: The remaining unvested RSUs will vest in twelve approximately equal quarterly installments.

F3 · derivative.expiration_date: The remaining unvested RSUs will vest in twelve approximately equal quarterly installments.

Read SEC document
October 04, 2023 Filed Oct 4, 2023 22:07 UTC
Merris JohnDirector · President & CEO
Tax withholdingClass A Common Stock 1,720 $5.10 $8,772.00
Disclosure

SEC source: 0001870600-23-000057 · wk-form4_1696457211.xml · nonDerivative · entry 2

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,560

F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").

Read SEC document
October 04, 2023 Filed Oct 4, 2023 22:07 UTC
Merris JohnDirector · President & CEO
Exercise / conversionClass A Common Stock 7,066 $0.00 $0.00
Disclosure

SEC source: 0001870600-23-000057 · wk-form4_1696457211.xml · nonDerivative · entry 1

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,280

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

Read SEC document
October 04, 2023 Filed Oct 4, 2023 22:05 UTC
Webb SomerChief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 5,435 $0.00 $0.00
Disclosure

SEC source: 0001870600-23-000055 · wk-form4_1696457118.xml · derivative · entry 3

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,304

Underlying: Class A Common Stock · 5,435 shares

Expires not disclosed

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_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The remaining unvested RSUs will vest in twelve approximately equal quarterly installments.

F3 · derivative.expiration_date: The remaining unvested RSUs will vest in twelve approximately equal quarterly installments.

Read SEC document
October 04, 2023 Filed Oct 4, 2023 22:05 UTC
Webb SomerChief Financial Officer
Tax withholdingClass A Common Stock 1,323 $5.10 $6,747.30
Disclosure

SEC source: 0001870600-23-000055 · wk-form4_1696457118.xml · nonDerivative · entry 2

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,022

F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").

Read SEC document
October 04, 2023 Filed Oct 4, 2023 22:05 UTC
Webb SomerChief Financial Officer
Exercise / conversionClass A Common Stock 5,435 $0.00 $0.00
Disclosure

SEC source: 0001870600-23-000055 · wk-form4_1696457118.xml · nonDerivative · entry 1

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 168,345

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

Read SEC document
October 04, 2023 Filed Oct 4, 2023 22:03 UTC
Christensen Kent RogerGeneral Counsel
Exercise / conversionRestricted Stock Unit · Derivative 3,696 $0.00 $0.00
Disclosure

SEC source: 0001870600-23-000053 · wk-form4_1696457022.xml · derivative · entry 3

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,087

Underlying: Class A Common Stock · 3,696 shares

Expires not disclosed

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_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The remaining unvested RSUs will vest in twelve approximately equal quarterly installments.

F3 · derivative.expiration_date: The remaining unvested RSUs will vest in twelve approximately equal quarterly installments.

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October 04, 2023 Filed Oct 4, 2023 22:03 UTC
Christensen Kent RogerGeneral Counsel
Tax withholdingClass A Common Stock 1,318 $5.10 $6,721.80
Disclosure

SEC source: 0001870600-23-000053 · wk-form4_1696457022.xml · nonDerivative · entry 2

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,915

F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").

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October 04, 2023 Filed Oct 4, 2023 22:03 UTC
Christensen Kent RogerGeneral Counsel
Exercise / conversionClass A Common Stock 3,696 $0.00 $0.00
Disclosure

SEC source: 0001870600-23-000053 · wk-form4_1696457022.xml · nonDerivative · entry 1

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,233

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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August 15, 2023 Filed Aug 17, 2023 23:10 UTC
Webb SomerChief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 9,660 $0.00 $0.00
Disclosure

SEC source: 0001870600-23-000047 · wk-form4_1692313822.xml · derivative · entry 3

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,259

Underlying: Class A Common Stock · 9,660 shares

Expires not disclosed

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_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F4 · derivative.exercise_date: Represents the vesting of 25% of the RSUs. The remaining unvested RSUs will vest in eleven approximately equal quarterly installments.

F4 · derivative.expiration_date: Represents the vesting of 25% of the RSUs. The remaining unvested RSUs will vest in eleven approximately equal quarterly installments.

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August 15, 2023 Filed Aug 17, 2023 23:10 UTC
Webb SomerChief Financial Officer
Tax withholdingClass A Common Stock 2,352 $6.08 $14,300.16
Disclosure

SEC source: 0001870600-23-000047 · wk-form4_1692313822.xml · nonDerivative · entry 2

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,910

F2 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").

Read SEC document
August 15, 2023 Filed Aug 17, 2023 23:10 UTC
Webb SomerChief Financial Officer
Exercise / conversionClass A Common Stock 9,660 $0.00 $0.00
Disclosure

SEC source: 0001870600-23-000047 · wk-form4_1692313822.xml · nonDerivative · entry 1

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 165,262

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: Reflects 5,410 shares purchased on June 9, 2023 as a result of the Reporting Person's participation in the Issuer's employee stock purchase plan, exempt pursuant to Rule 16b-3(c).

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August 09, 2023 Filed Aug 17, 2023 23:47 UTC
Merris JohnDirector · President & CEO
Exercise / conversionRestricted Stock Unit · Derivative 4,595 $0.00 $0.00
Disclosure

SEC source: 0001870600-23-000051 · wk-form4_1692316058.xml · derivative · entry 4

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,360

Underlying: Class A Common Stock · 4,595 shares

Expires not disclosed

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_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F4 · derivative.exercise_date: The remaining unvested RSUs will vest in eight approximately equal quarterly installments.

F4 · derivative.expiration_date: The remaining unvested RSUs will vest in eight approximately equal quarterly installments.

Read SEC document
August 09, 2023 Filed Aug 17, 2023 23:47 UTC
Merris JohnDirector · President & CEO
Tax withholdingClass A Common Stock 1,118 $5.79 $6,473.22
Disclosure

SEC source: 0001870600-23-000051 · wk-form4_1692316058.xml · nonDerivative · entry 2

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,214

F2 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").

Read SEC document
August 09, 2023 Filed Aug 17, 2023 23:47 UTC
Merris JohnDirector · President & CEO
Exercise / conversionClass A Common Stock 4,595 $0.00 $0.00
Disclosure

SEC source: 0001870600-23-000051 · wk-form4_1692316058.xml · nonDerivative · entry 1

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,332

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: Reflects 8,324 shares purchased on June 9, 2023 as a result of the Reporting Person's participation in the Issuer's employee stock purchase plan, exempt pursuant to Rule 16b-3(c).

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August 09, 2023 Filed Aug 17, 2023 23:09 UTC
Christensen Kent RogerGeneral Counsel
Exercise / conversionRestricted Stock Unit · Derivative 1,103 $0.00 $0.00
Disclosure

SEC source: 0001870600-23-000045 · wk-form4_1692313764.xml · derivative · entry 3

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,926

Underlying: Class A Common Stock · 1,103 shares

Expires not disclosed

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_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The remaining unvested RSUs will vest in eight approximately equal quarterly installments.

F3 · derivative.expiration_date: The remaining unvested RSUs will vest in eight approximately equal quarterly installments.

Read SEC document
August 09, 2023 Filed Aug 17, 2023 23:09 UTC
Christensen Kent RogerGeneral Counsel
Tax withholdingClass A Common Stock 268 $5.79 $1,551.72
Disclosure

SEC source: 0001870600-23-000045 · wk-form4_1692313764.xml · nonDerivative · entry 2

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,537

F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").

Read SEC document
August 09, 2023 Filed Aug 17, 2023 23:09 UTC
Christensen Kent RogerGeneral Counsel
Exercise / conversionClass A Common Stock 1,103 $0.00 $0.00
Disclosure

SEC source: 0001870600-23-000045 · wk-form4_1692313764.xml · nonDerivative · entry 1

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,805

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

Read SEC document
May 26, 2023 Filed May 31, 2023 22:01 UTC GrantRestricted Stock Unit · Derivative 28,935 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-025463 · ownership.xml · derivative · entry 3

Brown Julia M · CIK 0001855226 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,935

Underlying: Class A Common Stock · 28,935 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock.

F2 · derivative.exercise_date: The RSUs vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders of the Issuer following the date of grant and (ii) the first anniversary of the date of grant, subject in each case to the individual's contiuous service.

F2 · derivative.expiration_date: The RSUs vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders of the Issuer following the date of grant and (ii) the first anniversary of the date of grant, subject in each case to the individual's contiuous service.

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May 26, 2023 Filed May 31, 2023 22:01 UTC Exercise / conversionRestricted Stock Unit · Derivative 27,412 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-025463 · ownership.xml · derivative · entry 2

Brown Julia M · CIK 0001855226 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 27,412 shares

Expires not disclosed

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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock.

F2 · derivative.exercise_date: The RSUs vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders of the Issuer following the date of grant and (ii) the first anniversary of the date of grant, subject in each case to the individual's contiuous service.

F2 · derivative.expiration_date: The RSUs vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders of the Issuer following the date of grant and (ii) the first anniversary of the date of grant, subject in each case to the individual's contiuous service.

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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.