Tapewire

Nasdaq · USD

SLDE

Slide Insurance Holdings, Inc.

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Tapewire entity
772
SEC CIK
0001886428
Parsed reports
131

Last 12 months

Inside the activity.

0 purchase rows · 121 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 202602
Mar 2026031
Apr 2026032
May 2026033
Jun 202609
Jul 202603
Aug 202604
Sep 202607
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
July 31, 2026 Filed Aug 4, 2026 20:54 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
Exercise / conversionCommon Stock 22,919 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-333041 · ownership.xml · nonDerivative · entry 1

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,202,163

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
July 31, 2026 Filed Aug 4, 2026 20:54 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 2,500 $0.00 Strike: $1.38 $0.00
Disclosure

SEC source: 0001193125-26-333040 · ownership.xml · derivative · entry 5

ROHDE STEPHEN L · CIK 0001256054 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,500

Underlying: Common Stock · 2,500 shares

Expires 2033-07-12

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_date: These stock options are fully vested and exercisable.

Read SEC document
July 31, 2026 Filed Aug 4, 2026 20:54 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 2,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-333040 · ownership.xml · derivative · entry 4

ROHDE STEPHEN L · CIK 0001256054 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,500 shares

Expires 2031-10-07

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_date: These stock options are fully vested and exercisable.

Read SEC document
July 31, 2026 Filed Aug 4, 2026 20:54 UTC SaleCommon Stock 5,000 $20.00 $100,000.00
Disclosure

SEC source: 0001193125-26-333040 · ownership.xml · nonDerivative · entry 3

ROHDE STEPHEN L · CIK 0001256054 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
July 31, 2026 Filed Aug 4, 2026 20:54 UTC Exercise / conversionCommon Stock 2,500 $1.38 $3,450.00
Disclosure

SEC source: 0001193125-26-333040 · ownership.xml · nonDerivative · entry 2

ROHDE STEPHEN L · CIK 0001256054 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

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
July 31, 2026 Filed Aug 4, 2026 20:54 UTC Exercise / conversionCommon Stock 2,500 $0.00 $4.50
Disclosure

SEC source: 0001193125-26-333040 · ownership.xml · nonDerivative · entry 1

ROHDE STEPHEN L · CIK 0001256054 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,500

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
July 27, 2026 Filed Jul 27, 2026 20:14 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
Exercise / conversionStock Option (Right to Buy( · Derivative 1,000,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-318098 · ownership.xml · derivative · entry 7

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 650,000

Underlying: Common Stock · 1,000,000 shares

Expires 2031-10-07

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.

F6 · derivative.exercise_date: These stock options are fully vested and exercisable.

Read SEC document
July 27, 2026 Filed Jul 27, 2026 20:14 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
Exercise / conversionCommon Stock 1,000,000 $0.00 $1,800.00
Disclosure

SEC source: 0001193125-26-318098 · ownership.xml · nonDerivative · entry 1

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,179,244

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
July 07, 2026 Filed Jul 8, 2026 20:09 UTC SaleCommon Stock 28,212 $21.04 $593,580.48
Disclosure

SEC source: 0001193125-26-298534 · ownership.xml · nonDerivative · entry 2

Gries Robert JR · CIK 0001313311 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By GRM Family Limited Partnership

Disclosed balance after: 1,749,145

F1 · shares: Sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 12, 2025.

F4 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $20.81 to $21.34 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: The securities reported herein are held by GRM Family Limited Partnership, which is an entity controlled by the reporting person. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.

Read SEC document
July 06, 2026 Filed Jul 8, 2026 20:09 UTC SaleCommon Stock 84,636 $20.34 $1,721,496.24
Disclosure

SEC source: 0001193125-26-298534 · ownership.xml · nonDerivative · entry 1

Gries Robert JR · CIK 0001313311 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By GRM Family Limited Partnership

Disclosed balance after: 1,777,357

F1 · shares: Sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 12, 2025.

F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $20.02 to $20.93 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: The securities reported herein are held by GRM Family Limited Partnership, which is an entity controlled by the reporting person. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:06 UTC
Lucas ShannonDirector · President & COO · 10% owner
Exercise / conversionRestricted Stock Unit · Derivative 22,918 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-294497 · ownership.xml · derivative · entry 9

Lucas Shannon · CIK 0002032356 · Director · President & COO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 139,470

Underlying: Common Stock · 22,918 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock.

F8 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

F8 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

F3 · ownership.nature: Represent shares of common stock beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:06 UTC
Lucas ShannonDirector · President & COO · 10% owner
Exercise / conversionRestricted Stock Unit · Derivative 22,918 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-294497 · ownership.xml · derivative · entry 8

Lucas Shannon · CIK 0002032356 · Director · President & COO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,470

Underlying: Common Stock · 22,918 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock.

F8 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

F8 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:06 UTC
Lucas ShannonDirector · President & COO · 10% owner
Exercise / conversionCommon Stock 22,918 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-294497 · ownership.xml · nonDerivative · entry 4

Lucas Shannon · CIK 0002032356 · Director · President & COO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 1,179,244

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 · balance_after: The amount shown reflects the amount owned by the Reporting Person's spouse after the vesting of 22,918 restricted stock units on June 30, 2026 and the withholding of 9,019 shares of common stock for the payment of the tax liability associated therewith.

F3 · ownership.nature: Represent shares of common stock beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:06 UTC
Lucas ShannonDirector · President & COO · 10% owner
Tax withholdingCommon Stock 9,019 $19.37 $174,698.03
Disclosure

SEC source: 0001193125-26-294497 · ownership.xml · nonDerivative · entry 2

Lucas Shannon · CIK 0002032356 · Director · President & COO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 247,799

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:06 UTC
Lucas ShannonDirector · President & COO · 10% owner
Exercise / conversionCommon Stock 22,918 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-294497 · ownership.xml · nonDerivative · entry 1

Lucas Shannon · CIK 0002032356 · Director · President & COO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 256,818

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
June 30, 2026 Filed Jul 2, 2026 20:06 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
Exercise / conversionRestricted Stock Unit · Derivative 22,918 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-294495 · ownership.xml · derivative · entry 9

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 139,470

Underlying: Common Stock · 22,918 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock

F8 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

F8 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

F3 · ownership.nature: Represent shares of common stock beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:06 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
Exercise / conversionRestricted Stock Unit · Derivative 22,918 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-294495 · ownership.xml · derivative · entry 8

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,470

Underlying: Common Stock · 22,918 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock

F8 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

F8 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:06 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
Exercise / conversionCommon Stock 22,918 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-294495 · ownership.xml · nonDerivative · entry 4

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 247,799

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 · balance_after: The amount shown reflects the amount owned by the Reporting Person's spouse after the vesting of 22,918 restricted stock units on June 30, 2026 and the withholding of 9,019 shares of common stock for the payment of the tax liability associated therewith.

F3 · ownership.nature: Represent shares of common stock beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:06 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
Tax withholdingCommon Stock 9,019 $19.37 $174,698.03
Disclosure

SEC source: 0001193125-26-294495 · ownership.xml · nonDerivative · entry 2

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,179,244

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:06 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
Exercise / conversionCommon Stock 22,918 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-294495 · ownership.xml · nonDerivative · entry 1

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,188,263

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
June 29, 2026 Filed Jul 1, 2026 20:28 UTC SaleCommon Stock 15,000 $19.51 $292,650.00
Disclosure

SEC source: 0001193125-26-292629 · ownership.xml · nonDerivative · entry 1

Wright Andrew Pardo · CIK 0002057469 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By MAOV Slide, LLC

Disclosed balance after: 18,998

F1 · shares: Exercised and sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 13, 2026.

F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $19.50 to $19.53 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: The securities reported herein are held by MAOV Slide, LLC. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.

Read SEC document
June 26, 2026 Filed Jun 26, 2026 23:50 UTC SaleCommon Stock 15,000 $19.03 $285,450.00
Disclosure

SEC source: 0001193125-26-286366 · ownership.xml · nonDerivative · entry 2

Wright Andrew Pardo · CIK 0002057469 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By MAOV Slide, LLC

Disclosed balance after: 33,998

F1 · shares: Exercised and sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 13, 2026.

F4 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $19.00 to $19.11 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: The securities reported herein are held by MAOV Slide, LLC. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.

Read SEC document
June 24, 2026 Filed Jun 26, 2026 23:50 UTC SaleCommon Stock 31,002 $18.01 $558,346.02
Disclosure

SEC source: 0001193125-26-286366 · ownership.xml · nonDerivative · entry 1

Wright Andrew Pardo · CIK 0002057469 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By MAOV Slide, LLC

Disclosed balance after: 48,998

F1 · shares: Exercised and sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 13, 2026.

F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $18.00 to $18.05 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: The securities reported herein are held by MAOV Slide, LLC. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.

Read SEC document
June 11, 2026 Filed Jun 12, 2026 22:04 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 44,467 $17.12 $761,275.04
Disclosure

SEC source: 0001193125-26-269821 · ownership.xml · nonDerivative · entry 2

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By IIM Holdings II, LLC

Disclosed balance after: 34,506,199

F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on November 21, 2025. The plan was terminated effective as of the close of business on June 12, 2026.

F4 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $17.10 to $17.23 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: The securities reported herein are held by IIM Holdings II, LLC, which is an entity controlled by the Reporting Person. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

Read SEC document
June 11, 2026 Filed Jun 12, 2026 22:04 UTC
Lucas ShannonDirector · President & COO · 10% owner
SaleCommon Stock 4,659 $17.12 $79,762.08
Disclosure

SEC source: 0001193125-26-269817 · ownership.xml · nonDerivative · entry 2

Lucas Shannon · CIK 0002032356 · Director · President & COO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Securus Risk Management, LLC

Disclosed balance after: 1,118,756

F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on November 21, 2025. The plan was terminated effective as of the close of business on June 12, 2026.

F4 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $17.10 to $17.23 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: The securities reported herein are held by Securus Risk Management LLC, which is an entity controlled by the Reporting Person. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 22:05 UTC
LARSON MATTHEW PAULChief Risk Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 4,752 $0.00 Strike: $1.38 $0.00
Disclosure

SEC source: 0001193125-26-269825 · ownership.xml · derivative · entry 5

LARSON MATTHEW PAUL · CIK 0002114934 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 50,248

Underlying: Common Stock · 4,752 shares

Expires 2032-02-24

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

F1 · kind: Exercised and sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 4, 2025.

F4 · derivative.exercise_date: Of the 55,000 stock options reported herein, 27,500 are vested and exercisable. The remaining 27,500 vest ratably on July 14, 2026 and July 14, 2027.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 22:05 UTC
LARSON MATTHEW PAULChief Risk Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 8,998 $0.00 Strike: $0.79 $0.00
Disclosure

SEC source: 0001193125-26-269825 · ownership.xml · derivative · entry 4

LARSON MATTHEW PAUL · CIK 0002114934 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,998 shares

Expires 2032-02-24

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

F1 · kind: Exercised and sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 4, 2025.

F3 · derivative.exercise_date: These stock options are fully vested and exercisable.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 22:05 UTC
LARSON MATTHEW PAULChief Risk Officer
SaleCommon Stock 13,750 $17.07 $234,712.50
Disclosure

SEC source: 0001193125-26-269825 · ownership.xml · nonDerivative · entry 3

LARSON MATTHEW PAUL · CIK 0002114934 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F1 · shares: Exercised and sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 4, 2025.

F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $17.00 to $17.19 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 22:05 UTC
LARSON MATTHEW PAULChief Risk Officer
Exercise / conversionCommon Stock 4,752 $1.38 $6,557.76
Disclosure

SEC source: 0001193125-26-269825 · ownership.xml · nonDerivative · entry 2

LARSON MATTHEW PAUL · CIK 0002114934 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 13,750

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
June 10, 2026 Filed Jun 12, 2026 22:05 UTC
LARSON MATTHEW PAULChief Risk Officer
Exercise / conversionCommon Stock 8,998 $0.79 $7,108.42
Disclosure

SEC source: 0001193125-26-269825 · ownership.xml · nonDerivative · entry 1

LARSON MATTHEW PAUL · CIK 0002114934 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,998

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
June 10, 2026 Filed Jun 12, 2026 22:04 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 192,695 $17.03 $3,281,595.85
Disclosure

SEC source: 0001193125-26-269821 · ownership.xml · nonDerivative · entry 1

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By IIM Holdings II, LLC

Disclosed balance after: 34,550,666

F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on November 21, 2025. The plan was terminated effective as of the close of business on June 12, 2026.

F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $17.00 to $17.13 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: The securities reported herein are held by IIM Holdings II, LLC, which is an entity controlled by the Reporting Person. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

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June 10, 2026 Filed Jun 12, 2026 22:04 UTC
Lucas ShannonDirector · President & COO · 10% owner
SaleCommon Stock 19,058 $17.03 $324,557.74
Disclosure

SEC source: 0001193125-26-269817 · ownership.xml · nonDerivative · entry 1

Lucas Shannon · CIK 0002032356 · Director · President & COO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Securus Risk Management, LLC

Disclosed balance after: 1,123,415

F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on November 21, 2025. The plan was terminated effective as of the close of business on June 12, 2026.

F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $17.00 to $17.13 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: The securities reported herein are held by Securus Risk Management LLC, which is an entity controlled by the Reporting Person. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

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June 01, 2026 Filed Jun 3, 2026 00:47 UTC
LARSON MATTHEW PAULChief Risk Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 2,500 $0.00 Strike: $0.79 $0.00
Disclosure

SEC source: 0001193125-26-254175 · ownership.xml · derivative · entry 3

LARSON MATTHEW PAUL · CIK 0002114934 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,998

Underlying: Common Stock · 2,500 shares

Expires 2032-02-24

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

F1 · kind: Exercised and sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 4, 2025.

F2 · derivative.exercise_date: These stock options are fully vested and exercisable.

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June 01, 2026 Filed Jun 3, 2026 00:47 UTC
LARSON MATTHEW PAULChief Risk Officer
SaleCommon Stock 2,500 $17.79 $44,475.00
Disclosure

SEC source: 0001193125-26-254175 · ownership.xml · nonDerivative · entry 2

LARSON MATTHEW PAUL · CIK 0002114934 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F1 · shares: Exercised and sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 4, 2025.

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June 01, 2026 Filed Jun 3, 2026 00:47 UTC
LARSON MATTHEW PAULChief Risk Officer
Exercise / conversionCommon Stock 2,500 $0.79 $1,975.00
Disclosure

SEC source: 0001193125-26-254175 · ownership.xml · nonDerivative · entry 1

LARSON MATTHEW PAUL · CIK 0002114934 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,500

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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May 31, 2026 Filed Jun 3, 2026 00:49 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
Exercise / conversionRestricted Stock Unit · Derivative 22,919 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-254178 · ownership.xml · derivative · entry 9

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 162,388

Underlying: Common Stock · 22,919 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock

F8 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

F8 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

F3 · ownership.nature: Represent shares of common stock beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

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May 31, 2026 Filed Jun 3, 2026 00:49 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
Exercise / conversionRestricted Stock Unit · Derivative 22,919 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-254178 · ownership.xml · derivative · entry 8

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,388

Underlying: Common Stock · 22,919 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock

F8 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

F8 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

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May 31, 2026 Filed Jun 3, 2026 00:49 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
Exercise / conversionCommon Stock 22,919 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-254178 · ownership.xml · nonDerivative · entry 4

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 233,900

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 · balance_after: The amount shown reflects the amount owned by the Reporting Person's spouse after the vesting of 22,919 restricted stock units on May 31, 2026 and the withholding of 9,019 shares of common stock for the payment of the tax liability associated therewith.

F3 · ownership.nature: Represent shares of common stock beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

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May 31, 2026 Filed Jun 3, 2026 00:49 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
Tax withholdingCommon Stock 9,019 $18.03 $162,612.57
Disclosure

SEC source: 0001193125-26-254178 · ownership.xml · nonDerivative · entry 2

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,165,345

Read SEC document
May 31, 2026 Filed Jun 3, 2026 00:49 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
Exercise / conversionCommon Stock 22,919 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-254178 · ownership.xml · nonDerivative · entry 1

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,174,364

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 31, 2026 Filed Jun 3, 2026 00:49 UTC
Lucas ShannonDirector · President & COO · 10% owner
Exercise / conversionRestricted Stock Unit · Derivative 22,919 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-254177 · ownership.xml · derivative · entry 9

Lucas Shannon · CIK 0002032356 · Director · President & COO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 162,388

Underlying: Common Stock · 22,919 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock.

F8 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

F8 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

F3 · ownership.nature: Represent shares of common stock beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

Read SEC document
May 31, 2026 Filed Jun 3, 2026 00:49 UTC
Lucas ShannonDirector · President & COO · 10% owner
Exercise / conversionRestricted Stock Unit · Derivative 22,919 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-254177 · ownership.xml · derivative · entry 8

Lucas Shannon · CIK 0002032356 · Director · President & COO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,388

Underlying: Common Stock · 22,919 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.

F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock.

F8 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

F8 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.

Read SEC document
May 31, 2026 Filed Jun 3, 2026 00:49 UTC
Lucas ShannonDirector · President & COO · 10% owner
Exercise / conversionCommon Stock 22,919 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-254177 · ownership.xml · nonDerivative · entry 4

Lucas Shannon · CIK 0002032356 · Director · President & COO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 1,165,345

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.

F2 · balance_after: The amount shown reflects the amount owned by the Reporting Person's spouse after the vesting of 22,919 restricted stock units on May 31, 2026 and the withholding of 9,019 shares of common stock for the payment of the tax liability associated therewith.

F3 · ownership.nature: Represent shares of common stock beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

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May 31, 2026 Filed Jun 3, 2026 00:49 UTC
Lucas ShannonDirector · President & COO · 10% owner
Tax withholdingCommon Stock 9,019 $18.03 $162,612.57
Disclosure

SEC source: 0001193125-26-254177 · ownership.xml · nonDerivative · entry 2

Lucas Shannon · CIK 0002032356 · Director · President & COO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 233,900

Read SEC document
May 31, 2026 Filed Jun 3, 2026 00:49 UTC
Lucas ShannonDirector · President & COO · 10% owner
Exercise / conversionCommon Stock 22,919 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-254177 · ownership.xml · nonDerivative · entry 1

Lucas Shannon · CIK 0002032356 · Director · President & COO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,919

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 27, 2026 Filed May 28, 2026 01:27 UTC SaleCommon Stock 23,500 $19.01 $446,735.00
Disclosure

SEC source: 0001193125-26-242651 · ownership.xml · nonDerivative · entry 3

Bruce Beth Witte · CIK 0002057333 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Beth W. Bruce Witte Family 1992 Trust

Disclosed balance after: 179,645

F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $19.00 to $19.04 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

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May 27, 2026 Filed Jun 1, 2026 10:01 UTC
Lucas BruceDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 227,987 $18.95 $4,320,353.65
Disclosure

SEC source: 0001193125-26-249533 · ownership.xml · nonDerivative · entry 1

Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By IIM Holdings II, LLC

Disclosed balance after: 34,743,361

F1 · shares: Sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on November 21, 2025.

F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $18.90 to $19.11 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: The securities reported herein are held by IIM Holdings II, LLC, which is an entity controlled by the Reporting Person. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

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May 27, 2026 Filed Jun 1, 2026 10:01 UTC
Lucas ShannonDirector · President & COO · 10% owner
SaleCommon Stock 22,548 $18.95 $427,284.60
Disclosure

SEC source: 0001193125-26-249532 · ownership.xml · nonDerivative · entry 1

Lucas Shannon · CIK 0002032356 · Director · President & COO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Securus Risk Management, LLC

Disclosed balance after: 1,142,473

F1 · shares: Sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on November 21, 2025.

F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $18.90 to $19.11 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: The securities reported herein are held by Securus Risk Management LLC, which is an entity controlled by the Reporting Person. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

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May 26, 2026 Filed May 28, 2026 01:28 UTC
LARSON MATTHEW PAULChief Risk Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 11,250 $0.00 Strike: $0.79 $0.00
Disclosure

SEC source: 0001193125-26-242656 · ownership.xml · derivative · entry 3

LARSON MATTHEW PAUL · CIK 0002114934 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,498

Underlying: Common Stock · 11,250 shares

Expires 2032-02-24

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

F1 · kind: Exercised and sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 4, 2025.

F3 · derivative.exercise_date: These stock options are fully vested and exercisable.

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May 26, 2026 Filed May 28, 2026 01:28 UTC
LARSON MATTHEW PAULChief Risk Officer
SaleCommon Stock 11,250 $18.56 $208,800.00
Disclosure

SEC source: 0001193125-26-242656 · ownership.xml · nonDerivative · entry 2

LARSON MATTHEW PAUL · CIK 0002114934 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F1 · shares: Exercised and sold pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 4, 2025.

F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranges from $18.33 to $18.76 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

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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.