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Nasdaq · USD

SHLS

Shoals Technologies Group, Inc.

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4879
SEC CIK
0001831651
Parsed reports
214

Last 12 months

Inside the activity.

0 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202502
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202601
Jun 202601
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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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
February 18, 2025 Filed Feb 20, 2025 23:21 UTC
Bardos DominicChief Financial Officer
Tax withholdingClass A Common Stock 3,853 $4.08 $15,720.24
Disclosure

SEC source: 0001831651-25-000004 · wk-form4_1740093689.xml · nonDerivative · entry 2

Bardos Dominic · CIK 0001869375 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 240,884

F2 · acquired: This transaction represents the number of shares withheld to satisfy tax withholding liabilities upon the vesting of performance-based share units.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 23:21 UTC
Bardos DominicChief Financial Officer
GrantClass A Common Stock 8,628 $0.00 $0.00
Disclosure

SEC source: 0001831651-25-000004 · wk-form4_1740093689.xml · nonDerivative · entry 1

Bardos Dominic · CIK 0001869375 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 244,737

F1 · acquired: Represents vesting of performance-based share units (PSUs) earned pursuant to the terms of an award of PSUs granted to the reporting person on October 17, 2022, following certification by the Compensation Committee of the Board of Directors on February 18, 2025 of achievement against performance criteria established under the award. Each PSU entitles the reporting person to receive one share of the Issuer's common stock.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 23:20 UTC Tax withholdingClass A Common Stock 5,450 $4.08 $22,236.00
Disclosure

SEC source: 0001831651-25-000003 · wk-form4_1740093626.xml · nonDerivative · entry 2

TOLNAR JEFFERY · CIK 0001958364 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 131,207

F2 · acquired: This transaction represents the number of shares withheld to satisfy tax withholding liabilities upon the vesting of performance-based share units.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 23:20 UTC GrantClass A Common Stock 12,206 $0.00 $0.00
Disclosure

SEC source: 0001831651-25-000003 · wk-form4_1740093626.xml · nonDerivative · entry 1

TOLNAR JEFFERY · CIK 0001958364 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 136,657

F1 · acquired: Represents vesting of performance-based share units (PSUs) earned pursuant to the terms of an award of PSUs granted to the reporting person on April 18, 2022, following certification by the Compensation Committee of the Board of Directors on February 18, 2025 of achievement against performance criteria established under the award. Each PSU entitles the reporting person to receive one share of the Issuer's common stock.

Read SEC document
December 05, 2024 Filed Dec 6, 2024 16:26 UTC
Lund InezChief Accounting Officer
SaleClass A Common Stock 850 $4.72 $4,012.00
Disclosure

SEC source: 0001831651-24-000135 · wk-form4_1733520356.xml · nonDerivative · entry 1

Lund Inez · CIK 0002013393 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,825

F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.71 to $4.73, inclusive. The reporting person undertakes to provide to 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 aforementioned range.

Read SEC document
December 05, 2024 Filed Dec 6, 2024 21:24 UTC
Bardos DominicChief Financial Officer
SaleClass A Common Stock 4,300 $4.69 $20,167.00
Disclosure

SEC source: 0001831651-24-000133 · wk-form4_1733520291.xml · nonDerivative · entry 1

Bardos Dominic · CIK 0001869375 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 236,109

F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.68 to $4.70, inclusive. The reporting person undertakes to provide to 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 aforementioned range.

Read SEC document
December 05, 2024 Filed Dec 6, 2024 21:25 UTC SaleClass A Common Stock 1,310 $4.65 $6,091.50
Disclosure

SEC source: 0001831651-24-000134 · wk-form4_1733520328.xml · nonDerivative · entry 1

TOLNAR JEFFERY · CIK 0001958364 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,451

F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.65 to $4.66, inclusive. The reporting person undertakes to provide to 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 aforementioned range.

Read SEC document
November 22, 2024 Filed Nov 25, 2024 21:59 UTC
Bardos DominicChief Financial Officer
PurchaseClass A Common Stock 15,000 $4.71 $70,650.00
Disclosure

SEC source: 0001831651-24-000129 · wk-form4_1732571976.xml · nonDerivative · entry 1

Bardos Dominic · CIK 0001869375 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 240,409

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.70 to $4.72, inclusive. The reporting person undertakes to provide to 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 purchased at each separate price within the aforementioned range.

Read SEC document
November 21, 2024 Filed Nov 21, 2024 23:03 UTC
MOSS BRANDONDirector · Chief Executive Officer
PurchaseClass A Common Stock 22,300 $4.55 $101,465.00
Disclosure

SEC source: 0001831651-24-000127 · wk-form4_1732230201.xml · nonDerivative · entry 1

MOSS BRANDON · CIK 0001981256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 593,700

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.47 to $4.59, inclusive. The reporting person undertakes to provide to 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 purchased at each separate price within the aforementioned range.

Read SEC document
October 17, 2024 Filed Oct 18, 2024 20:40 UTC
Bardos DominicChief Financial Officer
Tax withholdingClass A Common Stock 1,758 $4.94 $8,684.52
Disclosure

SEC source: 0001831651-24-000116 · wk-form4_1729284038.xml · nonDerivative · entry 1

Bardos Dominic · CIK 0001869375 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 225,409

F1 · shares: Represents 1,758 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 4,466 RSUs and does not represent a sale by the Reporting Person.

Read SEC document
September 16, 2024 Filed Sep 18, 2024 14:01 UTC
Lund InezChief Accounting Officer
SaleClass A Common Stock 350 $6.33 $2,215.50
Disclosure

SEC source: 0001831651-24-000112 · wk-form4_1726682491.xml · nonDerivative · entry 1

Lund Inez · CIK 0002013393 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,675

F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.32 to $6.33, inclusive. The reporting person undertakes to provide to 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 herein.

Read SEC document
September 16, 2024 Filed Sep 18, 2024 18:02 UTC SaleClass A Common Stock 2,110 $6.34 $13,377.40
Disclosure

SEC source: 0001831651-24-000113 · wk-form4_1726682547.xml · nonDerivative · entry 1

TOLNAR JEFFERY · CIK 0001958364 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 125,761

F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.32 to $6.34, inclusive. The reporting person undertakes to provide to 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 herein.

Read SEC document
August 09, 2024 Filed Aug 12, 2024 12:13 UTC GrantClass A Common Stock 25,594 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000104 · wk-form4_1723464787.xml · nonDerivative · entry 1

Ramdev Niharika · CIK 0001835143 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,594

F1 · shares: Includes 25,594 restricted stock units ("RSUs") representing a right to receive one share of the Issuer's Class A Common Stock. The RSUs will vest and settle on the date of the 2025 shareholder meeting.

Read SEC document
August 01, 2024 Filed Aug 5, 2024 22:01 UTC
MOSS BRANDONDirector · Chief Executive Officer
GrantClass A Common Stock 353,130 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000092 · wk-form4_1722895306.xml · nonDerivative · entry 1

MOSS BRANDON · CIK 0001981256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 571,400

F1 · shares: Represents a retention grant of restricted stock units, which vests 66 2/3% on August 13, 2026, and 33 1/3% on August 13, 2027, subject to the Reporting Persons continued service to the Issuer through the applicable vesting date.

Read SEC document
July 17, 2024 Filed Jul 18, 2024 21:35 UTC
MOSS BRANDONDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 27,639 $6.81 $188,221.59
Disclosure

SEC source: 0001831651-24-000086 · wk-form4_1721338541.xml · nonDerivative · entry 1

MOSS BRANDON · CIK 0001981256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,270

F1 · shares: Represents 27,639 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 61,776 RSUs and does not represent a sale by the Reporting Person

Read SEC document
July 16, 2024 Filed Jul 18, 2024 21:35 UTC
Bardos DominicChief Financial Officer
Tax withholdingClass A Common Stock 5,800 $7.06 $40,948.00
Disclosure

SEC source: 0001831651-24-000087 · wk-form4_1721338552.xml · nonDerivative · entry 1

Bardos Dominic · CIK 0001869375 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 227,167

F1 · shares: Represents 5,800 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 14,737 RSUs and does not represent a sale by the Reporting Person.

Read SEC document
July 08, 2024 Filed Jul 9, 2024 16:36 UTC
Lund InezChief Accounting Officer
GrantClass A Common Stock 16,448 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000075 · wk-form4_1720557395.xml · nonDerivative · entry 1

Lund Inez · CIK 0002013393 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,025

F1 · shares: Represents a retention grant of restricted stock units, which vests 66 2/3% on July 8, 2026, and 33 1/3% on July 8, 2027, subject to the Reporting Persons continued service to the Issuer through the applicable vesting date.

Read SEC document
July 08, 2024 Filed Jul 9, 2024 20:36 UTC
Bardos DominicChief Financial Officer
GrantClass A Common Stock 115,132 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000073 · wk-form4_1720557370.xml · nonDerivative · entry 1

Bardos Dominic · CIK 0001869375 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 232,967

F1 · shares: Represents a retention grant of restricted stock units, which vests 66 2/3% on July 8, 2026, and 33 1/3% on July 8, 2027, subject to the Reporting Persons continued service to the Issuer through the applicable vesting date.

Read SEC document
July 08, 2024 Filed Jul 9, 2024 20:36 UTC
Peetz MehganGeneral Counsel
GrantClass A Common Stock 32,895 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000074 · wk-form4_1720557382.xml · nonDerivative · entry 1

Peetz Mehgan · CIK 0001840230 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,096

F1 · shares: Represents a retention grant of restricted stock units, which vests 66 2/3% on July 8, 2026, and 33 1/3% on July 8, 2027, subject to the Reporting Persons continued service to the Issuer through the applicable vesting date.

Read SEC document
July 08, 2024 Filed Jul 9, 2024 20:36 UTC GrantClass A Common Stock 32,895 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000072 · wk-form4_1720557355.xml · nonDerivative · entry 1

TOLNAR JEFFERY · CIK 0001958364 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 127,871

F1 · shares: Represents a retention grant of restricted stock units, which vests 66 2/3% on July 8, 2026, and 33 1/3% on July 8, 2027, subject to the Reporting Persons continued service to the Issuer through the applicable vesting date.

Read SEC document
May 02, 2024 Filed May 3, 2024 21:45 UTC
Volpe ToniDirector
GrantClass A Common Stock 20,619 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000044 · wk-form4_1714772736.xml · nonDerivative · entry 1

Volpe Toni · CIK 0001852041 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,035

F1 · shares: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2025 shareholder meeting.

Read SEC document
May 02, 2024 Filed May 3, 2024 21:45 UTC GrantClass A Common Stock 20,619 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000043 · wk-form4_1714772719.xml · nonDerivative · entry 1

MILLS JEANNETTE M · CIK 0001440384 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,679

F1 · shares: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2025 shareholder meeting.

Read SEC document
May 02, 2024 Filed May 3, 2024 21:46 UTC GrantClass A Common Stock 20,619 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000045 · wk-form4_1714772750.xml · nonDerivative · entry 1

Sundberg Lori S · CIK 0001419781 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,035

F1 · shares: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2025 shareholder meeting.

Read SEC document
May 02, 2024 Filed May 3, 2024 21:46 UTC GrantClass A Common Stock 20,619 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000047 · wk-form4_1714772777.xml · nonDerivative · entry 1

WILVER PETER M · CIK 0001234537 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,496

F1 · shares: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2025 shareholder meeting.

Read SEC document
May 02, 2024 Filed May 3, 2024 21:46 UTC GrantClass A Common Stock 20,619 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000046 · wk-form4_1714772763.xml · nonDerivative · entry 1

JULIAN ROBERT K. · CIK 0001559839 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,679

F1 · shares: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2025 shareholder meeting.

Read SEC document
May 02, 2024 Filed May 3, 2024 21:46 UTC
Daul Ty P.Director
GrantClass A Common Stock 20,619 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000048 · wk-form4_1714772788.xml · nonDerivative · entry 1

Daul Ty P. · CIK 0001645449 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,535

F1 · shares: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2025 shareholder meeting.

Read SEC document
May 02, 2024 Filed May 3, 2024 21:46 UTC GrantClass A Common Stock 32,074 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000049 · wk-form4_1714772799.xml · nonDerivative · entry 1

Forth John Bradford · CIK 0001827742 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 489,719

F1 · shares: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2025 shareholder meeting.

Read SEC document
March 31, 2024 Filed Apr 2, 2024 20:11 UTC Tax withholdingClass A Common Stock 1,415 $11.18 $15,819.70
Disclosure

SEC source: 0001831651-24-000032 · wk-form4_1712088672.xml · nonDerivative · entry 1

TOLNAR JEFFERY · CIK 0001958364 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,976

F1 · shares: Represents 1,415 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 3,594 RSUs and does not represent a sale by the Reporting Person.

Read SEC document
March 08, 2024 Filed Mar 11, 2024 16:37 UTC
Lund InezChief Accounting Officer
SaleClass A Common Stock 1,940 $13.05 $25,317.00
Disclosure

SEC source: 0001831651-24-000027 · wk-form4_1710189431.xml · nonDerivative · entry 1

Lund Inez · CIK 0002013393 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,577

F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.03 to $13.07, inclusive. The reporting person undertakes to provide to 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 herein.

Read SEC document
March 08, 2024 Filed Mar 11, 2024 20:37 UTC
Peetz MehganGeneral Counsel
SaleClass A Common Stock 3,160 $13.04 $41,206.40
Disclosure

SEC source: 0001831651-24-000028 · wk-form4_1710189454.xml · nonDerivative · entry 1

Peetz Mehgan · CIK 0001840230 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,201

F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.02 to $13.06, inclusive. The reporting person undertakes to provide to 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 herein.

Read SEC document
March 08, 2024 Filed Mar 11, 2024 20:37 UTC SaleClass A Common Stock 2,750 $13.04 $35,860.00
Disclosure

SEC source: 0001831651-24-000026 · wk-form4_1710189410.xml · nonDerivative · entry 1

TOLNAR JEFFERY · CIK 0001958364 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,391

F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.02 to $13.05, inclusive. The reporting person undertakes to provide to 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 herein.

Read SEC document
February 27, 2024 Filed Feb 28, 2024 17:34 UTC
Lund InezChief Accounting Officer
GrantClass A Common Stock 6,661 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000021 · wk-form4_1709159631.xml · nonDerivative · entry 1

Lund Inez · CIK 0002013393 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,517

F1 · shares: The reported securities are restricted stock units ("RSUs") that each represents a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on March 4, 2025, March 4, 2026, and March 4, 2027.

Read SEC document
February 27, 2024 Filed Feb 28, 2024 22:32 UTC
Bardos DominicChief Financial Officer
GrantClass A Common Stock 50,910 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000018 · wk-form4_1709159546.xml · nonDerivative · entry 1

Bardos Dominic · CIK 0001869375 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 117,835

F1 · shares: The reported securities are restricted stock units ("RSUs") that each represents a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on March 4, 2025, March 4, 2026, and March 4, 2027.

Read SEC document
February 27, 2024 Filed Feb 28, 2024 22:34 UTC
Peetz MehganGeneral Counsel
GrantClass A Common Stock 35,121 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000022 · wk-form4_1709159654.xml · nonDerivative · entry 1

Peetz Mehgan · CIK 0001840230 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,361

F1 · shares: The reported securities are restricted stock units ("RSUs") that each represents a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on March 4, 2025, March 4, 2026, and March 4, 2027.

Read SEC document
February 27, 2024 Filed Feb 28, 2024 22:33 UTC
MOSS BRANDONChief Executive Officer
GrantClass A Common Stock 142,950 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000020 · wk-form4_1709159598.xml · nonDerivative · entry 1

MOSS BRANDON · CIK 0001981256 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 245,909

F1 · shares: The reported securities are restricted stock units ("RSUs") that each represents a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on March 4, 2025, March 4, 2026, and March 4, 2027.

Read SEC document
February 27, 2024 Filed Feb 28, 2024 22:33 UTC GrantClass A Common Stock 38,987 $0.00 $0.00
Disclosure

SEC source: 0001831651-24-000019 · wk-form4_1709159564.xml · nonDerivative · entry 1

TOLNAR JEFFERY · CIK 0001958364 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,141

F1 · shares: The reported securities are restricted stock units ("RSUs") that each represents a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on March 4, 2025, March 4, 2026, and March 4, 2027.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 15:04 UTC
Peetz MehganGeneral Counsel
Tax withholdingClass A Common Stock 4,835 $13.86 $67,013.10
Disclosure

SEC source: 0001831651-24-000002 · wk-form4_1706713463.xml · nonDerivative · entry 1

Peetz Mehgan · CIK 0001840230 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,240

F1 · shares: Represents 4,835 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 11,000 RSUs and does not represent a sale by the Reporting Person.

Read SEC document
December 05, 2023 Filed Dec 6, 2023 21:28 UTC
Bardos DominicChief Financial Officer
SaleClass A Common Stock 4,200 $14.24 $59,808.00
Disclosure

SEC source: 0001831651-23-000096 · wk-form4_1701898122.xml · nonDerivative · entry 1

Bardos Dominic · CIK 0001869375 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,925

F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.22 to $14.27, inclusive. The reporting person undertakes to provide to 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 herein.

Read SEC document
December 05, 2023 Filed Dec 6, 2023 21:29 UTC
Peetz MehganGeneral Counsel
SaleClass A Common Stock 3,310 $14.21 $47,035.10
Disclosure

SEC source: 0001831651-23-000098 · wk-form4_1701898146.xml · nonDerivative · entry 1

Peetz Mehgan · CIK 0001840230 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,075

F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.20 to $14.22, inclusive. The reporting person undertakes to provide to 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 herein.

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December 05, 2023 Filed Dec 6, 2023 21:29 UTC SaleClass A Common Stock 2,500 $14.15 $35,375.00
Disclosure

SEC source: 0001831651-23-000097 · wk-form4_1701898134.xml · nonDerivative · entry 1

TOLNAR JEFFERY · CIK 0001958364 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,154

F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.12 to $14.22, inclusive. The reporting person undertakes to provide to 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 herein.

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October 18, 2023 Filed Oct 18, 2023 20:21 UTC
Bardos DominicChief Financial Officer
Tax withholdingClass A Common Stock 1,758 $16.07 $28,251.06
Disclosure

SEC source: 0001831651-23-000081 · wk-form4_1697660487.xml · nonDerivative · entry 1

Bardos Dominic · CIK 0001869375 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,125

F1 · shares: Represents 1,758 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 4,466 RSUs and does not represent a sale by the Reporting Person.

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September 14, 2023 Filed Sep 14, 2023 22:00 UTC SaleClass A Common Stock 1,975 $21.66 $42,778.50
Disclosure

SEC source: 0001831651-23-000079 · wk-form4_1694728842.xml · nonDerivative · entry 1

TOLNAR JEFFERY · CIK 0001958364 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,654

F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.59 to $21.74, inclusive. The reporting person undertakes to provide to 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 herein.

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September 14, 2023 Filed Sep 14, 2023 22:00 UTC
Peetz MehganGeneral Counsel
SaleClass A Common Stock 1,990 $21.58 $42,944.20
Disclosure

SEC source: 0001831651-23-000078 · wk-form4_1694728803.xml · nonDerivative · entry 1

Peetz Mehgan · CIK 0001840230 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,385

F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.50 to $21.74, inclusive. The reporting person undertakes to provide to 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 herein.

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July 17, 2023 Filed Jul 17, 2023 21:16 UTC
Bardos DominicChief Financial Officer
Tax withholdingClass A Common Stock 8,699 $25.35 $220,519.65
Disclosure

SEC source: 0001831651-23-000067 · wk-form4_1689628606.xml · nonDerivative · entry 1

Bardos Dominic · CIK 0001869375 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,883

F1 · shares: Represents 8,699 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 22,106 RSUs and does not represent a sale by the Reporting Person.

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July 17, 2023 Filed Jul 19, 2023 00:14 UTC
MOSS BRANDONChief Executive Officer
GrantClass A Common Stock 102,959 $0.00 $0.00
Disclosure

SEC source: 0001831651-23-000071 · wk-form4_1689725658.xml · nonDerivative · entry 1

MOSS BRANDON · CIK 0001981256 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,959

F1 · shares: Restricted stock units ("RSUs") representing a right to receive one share of the Issuer's Class A Common Stock. 61,775 RSUs will vest in three equal installments on each of the first three anniversaries of July 17, 2023; and 41,184 RSUs will vest on July 17, 2024; in each case subject to the Reporting Person's continued employment through each applicable vesting date.

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June 16, 2023 Filed Jun 16, 2023 21:32 UTC
Peetz MehganGeneral Counsel
SaleClass A Common Stock 7,279 $24.78 $180,373.62
Disclosure

SEC source: 0001831651-23-000063 · wk-form4_1686951157.xml · nonDerivative · entry 1

Peetz Mehgan · CIK 0001840230 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,375

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.46 to $24.93, inclusive. The reporting person undertakes to provide to 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 herein.

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May 04, 2023 Filed May 8, 2023 22:23 UTC
Volpe ToniDirector
GrantClass A Common Stock 8,325 $0.00 $0.00
Disclosure

SEC source: 0001831651-23-000060 · wf-form4_168358457448908.xml · nonDerivative · entry 1

Volpe Toni · CIK 0001852041 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,416

F1 · shares: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2024 shareholder meeting.

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May 04, 2023 Filed May 8, 2023 22:22 UTC GrantClass A Common Stock 8,325 $0.00 $0.00
Disclosure

SEC source: 0001831651-23-000057 · wf-form4_168358450818507.xml · nonDerivative · entry 1

MILLS JEANNETTE M · CIK 0001440384 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,060

F1 · shares: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2024 shareholder meeting.

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May 04, 2023 Filed May 8, 2023 22:22 UTC GrantClass A Common Stock 8,325 $0.00 $0.00
Disclosure

SEC source: 0001831651-23-000058 · wf-form4_168358453140482.xml · nonDerivative · entry 1

Sundberg Lori S · CIK 0001419781 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,416

F1 · shares: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2024 shareholder meeting.

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May 04, 2023 Filed May 8, 2023 22:23 UTC GrantClass A Common Stock 8,325 $0.00 $0.00
Disclosure

SEC source: 0001831651-23-000061 · wf-form4_168358460724832.xml · nonDerivative · entry 1

WILVER PETER M · CIK 0001234537 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,877

F1 · shares: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2024 shareholder meeting.

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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.