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Solo Brands, Inc.

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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
November 21, 2022 Filed Nov 22, 2022 01:49 UTC
Christensen Kent RogerGeneral Counsel
Exercise / conversionClass A Common Stock 4,412 $0.00 $0.00
Disclosure

SEC source: 0001870600-22-000066 · wf-form4_166908172701934.xml · nonDerivative · entry 1

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,562

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 18, 2022 Filed Nov 22, 2022 01:48 UTC
Merris JohnDirector · President & CEO
Exercise / conversionRestricted Stock Unit · Derivative 18,383 $0.00 $0.00
Disclosure

SEC source: 0001870600-22-000065 · wf-form4_166908170454931.xml · derivative · entry 4

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,146

Underlying: Class A Common Stock · 18,383 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: Represents the vesting of 25% of the RSUs granted on November 5, 2021 pursuant to the Issuer's 2021 Incentive Award Plan. The remaining unvested RSUs will vest in twelve approximately equal quarterly installments.

F3 · derivative.expiration_date: Represents the vesting of 25% of the RSUs granted on November 5, 2021 pursuant to the Issuer's 2021 Incentive Award Plan. The remaining unvested RSUs will vest in twelve approximately equal quarterly installments.

Read SEC document
November 18, 2022 Filed Nov 22, 2022 01:48 UTC
Merris JohnDirector · President & CEO
Tax withholdingClass A Common Stock 4,476 $4.49 $20,097.24
Disclosure

SEC source: 0001870600-22-000065 · wf-form4_166908170454931.xml · nonDerivative · entry 2

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,033

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 18, 2022 Filed Nov 22, 2022 01:48 UTC
Merris JohnDirector · President & CEO
Exercise / conversionClass A Common Stock 18,383 $0.00 $0.00
Disclosure

SEC source: 0001870600-22-000065 · wf-form4_166908170454931.xml · nonDerivative · entry 1

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136,509

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 18, 2022 Filed Mar 17, 2023 21:00 UTC Exercise / conversionRestricted Stock Unit · Derivative 8,824 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-008903 · doc4.xml · derivative · entry 2

Brown Julia M · CIK 0001855226 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,647

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 over a 2-year period in substantially equal annual installments beginning on 11/5/2023, subject to the individual's continuous service.

F2 · derivative.expiration_date: The remaining RSUs vest over a 2-year period in substantially equal annual installments beginning on 11/5/2023, subject to the individual's continuous service.

Read SEC document
November 18, 2022 Filed Mar 17, 2023 21:00 UTC Exercise / conversionClass A Common Stock 8,824 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-008903 · doc4.xml · nonDerivative · entry 1

Brown Julia M · CIK 0001855226 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,824

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 18, 2022 Filed Mar 17, 2023 17:00 UTC Exercise / conversionRestricted Stock Unit · Derivative 8,824 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-008904 · doc4.xml · derivative · entry 2

Tarbox Andrea K · CIK 0001385769 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,647

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 over a 2-year period in substantially equal annual installments beginning on 11/5/2023, subject to the individual's continuous service.

F2 · derivative.expiration_date: The remaining RSUs vest over a 2-year period in substantially equal annual installments beginning on 11/5/2023, subject to the individual's continuous service.

Read SEC document
November 18, 2022 Filed Mar 17, 2023 17:00 UTC Exercise / conversionClass A Common Stock 8,824 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-008904 · doc4.xml · nonDerivative · entry 1

Tarbox Andrea K · CIK 0001385769 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,824

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 18, 2022 Filed Mar 17, 2023 21:00 UTC Exercise / conversionRestricted Stock Unit · Derivative 8,824 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-008901 · doc4.xml · derivative · entry 2

Randolph Marc Bernays · CIK 0001888929 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,647

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 over a 2-year period in substantially equal annual installments beginning on 11/5/2023, subject to the individual's continuous service.

F2 · derivative.expiration_date: The remaining RSUs vest over a 2-year period in substantially equal annual installments beginning on 11/5/2023, subject to the individual's continuous service.

Read SEC document
November 18, 2022 Filed Mar 17, 2023 21:00 UTC Exercise / conversionClass A Common Stock 8,824 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-008901 · doc4.xml · nonDerivative · entry 1

Randolph Marc Bernays · CIK 0001888929 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,824

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 01, 2022 Filed Oct 4, 2022 19:34 UTC
Montgomery Thomas GreeneChief Digital Officer
GrantStock Option · Derivative 174,528 $0.00 Strike: $5.30 $0.00
Disclosure

SEC source: 0001870600-22-000051 · wf-form4_166492635954919.xml · derivative · entry 2

Montgomery Thomas Greene · CIK 0001889500 · Chief Digital Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174,528

Underlying: Class A Common Stock · 174,528 shares

Expires 2032-10-01

F3 · derivative.exercise_date: The stock option will vest with respect to 25% of the underlying shares of Class A Common Stock on October 1, 2023, and with respect to the remaining shares in 12 quarterly installments thereafter.

Read SEC document
October 01, 2022 Filed Oct 4, 2022 19:34 UTC
Montgomery Thomas GreeneChief Digital Officer
GrantRestricted Stock Unit · Derivative 174,528 $0.00 $0.00
Disclosure

SEC source: 0001870600-22-000051 · wf-form4_166492635954919.xml · derivative · entry 1

Montgomery Thomas Greene · CIK 0001889500 · Chief Digital Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174,528

Underlying: Class A Common Stock · 174,528 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 will vest with respect to 25% of the underlying shares of Class A Common Stock on October 1, 2023, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on October 1, 2023, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

Read SEC document
October 01, 2022 Filed Oct 5, 2022 00:17 UTC
Christensen Kent RogerGeneral Counsel
GrantRestricted Stock Unit · Derivative 14,783 $0.00 $0.00
Disclosure

SEC source: 0001870600-22-000054 · wf-form4_166492842693810.xml · derivative · entry 1

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,783

Underlying: Class A Common Stock · 14,783 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 will vest with respect to 25% of the underlying shares of Class A Common Stock on October 1, 2023, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on October 1, 2023, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

Read SEC document
October 01, 2022 Filed Oct 5, 2022 00:06 UTC
Webb Matthew ScottChief Operating Officer
GrantRestricted Stock Unit · Derivative 14,783 $0.00 $0.00
Disclosure

SEC source: 0001870600-22-000053 · wf-form4_166492652470298.xml · derivative · entry 1

Webb Matthew Scott · CIK 0001888037 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,783

Underlying: Class A Common Stock · 14,783 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 will vest with respect to 25% of the underlying shares of Class A Common Stock on October 1, 2023, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on October 1, 2023, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

Read SEC document
October 01, 2022 Filed Oct 4, 2022 23:35 UTC
Merris JohnDirector · President & CEO
GrantRestricted Stock Unit · Derivative 28,261 $0.00 $0.00
Disclosure

SEC source: 0001870600-22-000052 · wf-form4_166492648225885.xml · derivative · entry 1

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,261

Underlying: Class A Common Stock · 28,261 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 will vest with respect to 25% of the underlying shares of Class A Common Stock on October 1, 2023, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on October 1, 2023, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

Read SEC document
October 01, 2022 Filed Oct 4, 2022 23:32 UTC
Webb SomerChief Financial Officer
GrantRestricted Stock Unit · Derivative 21,739 $0.00 $0.00
Disclosure

SEC source: 0001870600-22-000050 · wf-form4_166492623685553.xml · derivative · entry 1

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,739

Underlying: Class A Common Stock · 21,739 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 will vest with respect to 25% of the underlying shares of Class A Common Stock on October 1, 2023, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on October 1, 2023, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

Read SEC document
September 01, 2022 Filed Sep 2, 2022 20:45 UTC
Webb SomerChief Financial Officer
PurchaseClass A Common Stock 45,000 $4.10 $184,500.00
Disclosure

SEC source: 0001870600-22-000044 · wf-form4_166215150774567.xml · nonDerivative · entry 1

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,372

Read SEC document
June 16, 2022 Filed Aug 15, 2022 22:23 UTC
Merris JohnDirector · President & CEO
PurchaseClass A Common Stock 1,579 $3.80 $6,000.20
Disclosure

SEC source: 0001870600-22-000041 · wf-form4_166060132470232.xml · nonDerivative · entry 5

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Son

Disclosed balance after: 2,502

Read SEC document
June 02, 2022 Filed Aug 15, 2022 22:23 UTC
Merris JohnDirector · President & CEO
PurchaseClass A Common Stock 904 $5.53 $4,999.12
Disclosure

SEC source: 0001870600-22-000041 · wf-form4_166060132470232.xml · nonDerivative · entry 4

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Son

Disclosed balance after: 923

Read SEC document
May 27, 2022 Filed Jun 1, 2022 16:57 UTC
Merris JohnDirector · President & CEO
PurchaseClass A Common Stock 30,000 $4.95 $148,500.00
Disclosure

SEC source: 0001870600-22-000027 · wf-form4_165410260933365.xml · nonDerivative · entry 3

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 118,126

Read SEC document
May 27, 2022 Filed Jun 1, 2022 16:57 UTC
Merris JohnDirector · President & CEO
PurchaseClass A Common Stock 30,000 $4.87 $146,100.00
Disclosure

SEC source: 0001870600-22-000027 · wf-form4_165410260933365.xml · nonDerivative · entry 2

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,126

Read SEC document
May 27, 2022 Filed Jun 1, 2022 16:57 UTC
Merris JohnDirector · President & CEO
PurchaseClass A Common Stock 30,000 $4.84 $145,200.00
Disclosure

SEC source: 0001870600-22-000027 · wf-form4_165410260933365.xml · nonDerivative · entry 1

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,126

Read SEC document
May 26, 2022 Filed Jun 1, 2022 00:16 UTC GrantRestricted Stock Unit · Derivative 27,412 $0.00 $0.00
Disclosure

SEC source: 0000899243-22-020275 · doc4.xml · derivative · entry 1

Brown Julia M · CIK 0001855226 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,412

Underlying: Class A Common Stock · 27,412 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 countiuous 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 countiuous service.

Read SEC document
May 26, 2022 Filed May 31, 2022 20:26 UTC GrantRestricted Stock Unit · Derivative 27,412 $0.00 $0.00
Disclosure

SEC source: 0000899243-22-020286 · doc4.xml · derivative · entry 1

Tarbox Andrea K · CIK 0001385769 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,412

Underlying: Class A Common Stock · 27,412 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 countiuous 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 countiuous service.

Read SEC document
May 26, 2022 Filed Jun 1, 2022 00:16 UTC GrantRestricted Stock Unit · Derivative 27,412 $0.00 $0.00
Disclosure

SEC source: 0000899243-22-020273 · doc4.xml · derivative · entry 1

Randolph Marc Bernays · CIK 0001888929 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,412

Underlying: Class A Common Stock · 27,412 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 countiuous 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 countiuous service.

Read SEC document
May 25, 2022 Filed May 27, 2022 01:00 UTC
Webb SomerChief Financial Officer
PurchaseClass A Common Stock 30,000 $4.30 $129,000.00
Disclosure

SEC source: 0000899243-22-019839 · doc4.xml · nonDerivative · entry 4

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,372

Read SEC document
May 25, 2022 Filed May 27, 2022 01:00 UTC
Webb SomerChief Financial Officer
PurchaseClass A Common Stock 20,256 $4.25 $86,088.00
Disclosure

SEC source: 0000899243-22-019839 · doc4.xml · nonDerivative · entry 3

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,372

Read SEC document
May 24, 2022 Filed May 27, 2022 01:00 UTC
Webb SomerChief Financial Officer
PurchaseClass A Common Stock 17,912 $3.88 $69,498.56
Disclosure

SEC source: 0000899243-22-019839 · doc4.xml · nonDerivative · entry 2

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,116

Read SEC document
May 24, 2022 Filed May 27, 2022 01:00 UTC
Webb SomerChief Financial Officer
PurchaseClass A Common Stock 2,204 $3.87 $8,529.48
Disclosure

SEC source: 0000899243-22-019839 · doc4.xml · nonDerivative · entry 1

Webb Somer · CIK 0001926973 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,204

Read SEC document
May 16, 2022 Filed May 18, 2022 20:27 UTC
Powers DavidDirector
GrantRestricted Stock Unit · Derivative 71,258 $0.00 $0.00
Disclosure

SEC source: 0000899243-22-018685 · doc4.xml · derivative · entry 1

Powers David · CIK 0001556488 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,258

Underlying: Class A Common Stock · 71,258 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 over a 3-year period in substantially equal annual installments beginning on 5/16/2023, subject to the individual's continuous service.

F2 · derivative.expiration_date: The RSUs vest over a 3-year period in substantially equal annual installments beginning on 5/16/2023, subject to the individual's continuous service.

Read SEC document
May 16, 2022 Filed May 19, 2022 00:26 UTC GrantRestricted Stock Unit · Derivative 71,258 $0.00 $0.00
Disclosure

SEC source: 0000899243-22-018684 · doc4.xml · derivative · entry 1

DENNISON MICHAEL C. · CIK 0001732733 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,258

Underlying: Class A Common Stock · 71,258 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 over a 3-year period in substantially equal annual installments beginning on 5/16/2023, subject to the individual's continuous service.

F2 · derivative.expiration_date: The RSUs vest over a 3-year period in substantially equal annual installments beginning on 5/16/2023, subject to the individual's continuous service.

Read SEC document
December 14, 2021 Filed Dec 16, 2021 00:01 UTC
Merris JohnDirector · President and CEO
PurchaseClass A Common Stock 14,126 $14.12 $199,459.12
Disclosure

SEC source: 0000899243-21-048403 · doc4.xml · nonDerivative · entry 1

Merris John · CIK 0001888039 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,126

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.06 to $14.20. 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 17, 2021 Filed Aug 15, 2022 22:23 UTC
Merris JohnDirector · President & CEO
PurchaseClass A Common Stock 1 $20.50 $20.50
Disclosure

SEC source: 0001870600-22-000041 · wf-form4_166060132470232.xml · nonDerivative · entry 3

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Son

Disclosed balance after: 19

Read SEC document
November 15, 2021 Filed Aug 15, 2022 22:23 UTC
Merris JohnDirector · President & CEO
PurchaseClass A Common Stock 6 $21.93 $131.58
Disclosure

SEC source: 0001870600-22-000041 · wf-form4_166060132470232.xml · nonDerivative · entry 2

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Son

Disclosed balance after: 18

Read SEC document
November 05, 2021 Filed Nov 5, 2021 17:00 UTC
Montgomery Thomas GreeneChief Digital Officer
GrantRestricted Stock Unit · Derivative 29,412 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-043323 · doc4.xml · derivative · entry 1

Montgomery Thomas Greene · CIK 0001889500 · Chief Digital Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,412

Underlying: Class A Common Stock · 29,412 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 · date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.exercise_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

Read SEC document
November 05, 2021 Filed Nov 5, 2021 17:12 UTC
Simmons Samuel MorinChief Financial Officer
GrantRestricted Stock Unit · Derivative 36,765 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-043344 · doc4.xml · derivative · entry 1

Simmons Samuel Morin · CIK 0001889891 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,765

Underlying: Class A Common Stock · 36,765 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 will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

Read SEC document
November 05, 2021 Filed Nov 5, 2021 17:04 UTC
Castillo William RChief Product Officer
GrantRestricted Stock Unit · Derivative 29,412 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-043334 · doc4.xml · derivative · entry 1

Castillo William R · CIK 0001889894 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,412

Underlying: Class A Common Stock · 29,412 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 will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

Read SEC document
November 05, 2021 Filed Nov 5, 2021 21:06 UTC GrantRestricted Stock Unit · Derivative 26,471 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-043339 · doc4.xml · derivative · entry 1

Brown Julia M · CIK 0001855226 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,471

Underlying: Class A Common Stock · 26,471 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 over a 3-year period in substantially equal annual installments beginning on 11/5/2021, subject to the individual's continuous service.

F2 · derivative.expiration_date: The RSUs vest over a 3-year period in substantially equal annual installments beginning on 11/5/2021, subject to the individual's continuous service.

Read SEC document
November 05, 2021 Filed Nov 5, 2021 17:03 UTC GrantRestricted Stock Unit · Derivative 26,471 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-043329 · doc4.xml · derivative · entry 1

Tarbox Andrea K · CIK 0001385769 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,471

Underlying: Class A Common Stock · 26,471 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 over a 3-year period in substantially equal annual installments beginning on 11/5/2021, subject to the individual's continuous service.

F2 · derivative.expiration_date: The RSUs vest over a 3-year period in substantially equal annual installments beginning on 11/5/2021, subject to the individual's continuous service.

Read SEC document
November 05, 2021 Filed Nov 5, 2021 21:07 UTC
Merris JohnDirector · President and CEO
GrantRestricted Stock Unit · Derivative 73,529 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-043342 · doc4.xml · derivative · entry 1

Merris John · CIK 0001888039 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,529

Underlying: Class A Common Stock · 73,529 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 will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2021, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2021, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

Read SEC document
November 05, 2021 Filed Nov 5, 2021 21:06 UTC GrantRestricted Stock Unit · Derivative 26,471 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-043341 · doc4.xml · derivative · entry 1

Randolph Marc Bernays · CIK 0001888929 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,471

Underlying: Class A Common Stock · 26,471 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 over a 3-year period in substantially equal annual installments beginning on 11/5/2021, subject to the individual's continuous service.

F2 · derivative.expiration_date: The RSUs vest over a 3-year period in substantially equal annual installments beginning on 11/5/2021, subject to the individual's continuous service.

Read SEC document
November 05, 2021 Filed Nov 5, 2021 21:06 UTC
Studdard Michael LeeChief People Officer
GrantRestricted Stock Unit · Derivative 8,824 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-043337 · doc4.xml · derivative · entry 1

Studdard Michael Lee · CIK 0001888038 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,824

Underlying: Class A Common Stock · 8,824 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 will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

Read SEC document
November 05, 2021 Filed Nov 5, 2021 21:05 UTC
Christensen Kent RogerGeneral Counsel
GrantRestricted Stock Unit · Derivative 17,647 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-043336 · doc4.xml · derivative · entry 1

Christensen Kent Roger · CIK 0001888079 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,647

Underlying: Class A Common Stock · 17,647 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 will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

Read SEC document
November 05, 2021 Filed Nov 5, 2021 21:03 UTC
Webb Matthew ScottChief Operating Officer
GrantRestricted Stock Unit · Derivative 17,647 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-043330 · doc4.xml · derivative · entry 1

Webb Matthew Scott · CIK 0001888037 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,647

Underlying: Class A Common Stock · 17,647 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 will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

Read SEC document
November 05, 2021 Filed Nov 5, 2021 21:02 UTC
Hency Kyle GChief Strategy Officer
GrantRestricted Stock Unit · Derivative 29,412 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-043325 · doc4.xml · derivative · entry 1

Hency Kyle G · CIK 0001888041 · Chief Strategy Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,412

Underlying: Class A Common Stock · 29,412 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 will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.

Read SEC document
November 04, 2021 Filed Aug 15, 2022 22:23 UTC
Merris JohnDirector · President & CEO
PurchaseClass A Common Stock 12 $19.26 $231.12
Disclosure

SEC source: 0001870600-22-000041 · wf-form4_166060132470232.xml · nonDerivative · entry 1

Merris John · CIK 0001888039 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Son

Disclosed balance after: 12

Read SEC document
November 01, 2021 Filed Nov 3, 2021 16:59 UTC
Montgomery Thomas GreeneChief Digital Officer
GrantStock Option · Derivative 29,412 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0000899243-21-042752 · doc4.xml · derivative · entry 1

Montgomery Thomas Greene · CIK 0001889500 · Chief Digital Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,412

Underlying: Class A Common Stock · 29,412 shares

Expires 2031-11-01

F1 · derivative.exercise_date: The stock option will vest with respect to 25% of the underlying shares of Class A Common Stock on November 1, 2022, and with respect to the remaining shares in 12 quarterly installments thereafter.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 17:01 UTC
Simmons Samuel MorinChief Financial Officer
GrantStock Option · Derivative 36,765 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0000899243-21-042757 · doc4.xml · derivative · entry 1

Simmons Samuel Morin · CIK 0001889891 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,765

Underlying: Class A Common Stock · 36,765 shares

Expires 2031-11-01

F1 · derivative.exercise_date: The stock option will vest with respect to 25% of the underlying shares of Class A Common Stock on November 1, 2022, and with respect to the remaining shares in 12 quarterly installments thereafter.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 17:03 UTC
Castillo William RChief Product Officer
GrantStock Option · Derivative 29,412 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0000899243-21-042763 · doc4.xml · derivative · entry 1

Castillo William R · CIK 0001889894 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,412

Underlying: Class A Common Stock · 29,412 shares

Expires 2031-11-01

F1 · derivative.exercise_date: The stock option will vest with respect to 25% of the underlying shares of Class A Common Stock on November 1, 2022, and with respect to the remaining shares in 12 quarterly installments thereafter.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 21:03 UTC
Hency Kyle GChief Strategy Officer
GrantStock Option · Derivative 29,412 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0000899243-21-042764 · doc4.xml · derivative · entry 1

Hency Kyle G · CIK 0001888041 · Chief Strategy Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,412

Underlying: Class A Common Stock · 29,412 shares

Expires 2031-11-01

F1 · derivative.exercise_date: The stock option will vest with respect to 25% of the underlying shares of Class A Common Stock on November 1, 2022, and with respect to the remaining shares in 12 quarterly installments thereafter.

Read SEC document

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