Tapewire

Nasdaq · USD

SOFI

SoFi Technologies, Inc.

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Tapewire entity
3232
SEC CIK
0001818874
Parsed reports
564

Last 12 months

Inside the activity.

7 purchase rows · 18 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202502
Jan 202601
Feb 202622
Mar 202622
Apr 202601
May 202621
Jun 202613
Jul 202601
Aug 202601
Sep 202602
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
June 09, 2025 Filed Sep 20, 2025 00:49 UTC
Rishel JeremyChief Technology Officer
GrantCommon Stock 1,033 $12.10 $12,503.43
Disclosure

SEC source: 0001934200-25-000005 · wk-form4_1758329362.xml · nonDerivative · entry 2

Rishel Jeremy · CIK 0001934200 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 760,586

F2 · kind: Shares were acquired under the SoFi Technologies, Inc. 2024 Employee Stock Purchase Plan on June 9, 2025, in an exempt transaction pursuant to Rule 16(b)-3(d), paid for by contributions made during the six month period ended June 8, 2025.

Read SEC document
June 05, 2025 Filed Jun 12, 2025 21:57 UTC SaleCommon Stock 87,140 $13.95 $1,215,759.85
Disclosure

SEC source: 0001818874-25-000115 · wk-form4_1749765441.xml · nonDerivative · entry 1

YESIL MAGDALENA · CIK 0001225481 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 376,398

F1 · price: The reported transactions were executed in multiple trades. The sale price of $13.9518 reported in Column 4 is the weighted average sale price for the 87,140 shares sold by the Reporting Person within a range of $13.95 to $13.97 per share. The Reporting Person hereby undertakes to provide to the Staff of the SEC, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the price range noted above.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:47 UTC Exercise / conversionRestricted Stock Unit · Derivative 35,034 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000089 · wk-form4_1748990834.xml · derivative · entry 2

Ruzwana Bashir · CIK 0001866161 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 35,034 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:47 UTC Exercise / conversionCommon Stock 35,034 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000089 · wk-form4_1748990834.xml · nonDerivative · entry 1

Ruzwana Bashir · CIK 0001866161 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,971

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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:49 UTC
Liang ClaraDirector
Exercise / conversionRestricted Stock Unit · Derivative 35,034 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000093 · wk-form4_1748990944.xml · derivative · entry 2

Liang Clara · CIK 0001863185 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 35,034 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:49 UTC
Liang ClaraDirector
Exercise / conversionCommon Stock 35,034 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000093 · wk-form4_1748990944.xml · nonDerivative · entry 1

Liang Clara · CIK 0001863185 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,257

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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:50 UTC Exercise / conversionRestricted Stock Unit · Derivative 35,034 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000095 · wk-form4_1748991001.xml · derivative · entry 2

YESIL MAGDALENA · CIK 0001225481 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 35,034 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:50 UTC Exercise / conversionCommon Stock 35,034 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000095 · wk-form4_1748991001.xml · nonDerivative · entry 1

YESIL MAGDALENA · CIK 0001225481 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 414,716

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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:49 UTC
Meltzer GaryDirector
Exercise / conversionRestricted Stock Unit · Derivative 9,887 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000094 · wk-form4_1748990974.xml · derivative · entry 4

Meltzer Gary · CIK 0001887601 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,887 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on September 11, 2024.

F3 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on September 11, 2024.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:49 UTC
Meltzer GaryDirector
Exercise / conversionRestricted Stock Unit · Derivative 35,034 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000094 · wk-form4_1748990974.xml · derivative · entry 3

Meltzer Gary · CIK 0001887601 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 35,034 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:49 UTC
Meltzer GaryDirector
Exercise / conversionCommon Stock 9,887 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000094 · wk-form4_1748990974.xml · nonDerivative · entry 2

Meltzer Gary · CIK 0001887601 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,921

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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:49 UTC
Meltzer GaryDirector
Exercise / conversionCommon Stock 35,034 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000094 · wk-form4_1748990974.xml · nonDerivative · entry 1

Meltzer Gary · CIK 0001887601 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,034

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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:48 UTC Exercise / conversionRestricted Stock Unit · Derivative 35,034 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000092 · wk-form4_1748990917.xml · derivative · entry 2

Hele John C.R. · CIK 0001460835 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 35,034 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:48 UTC Exercise / conversionCommon Stock 35,034 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000092 · wk-form4_1748990917.xml · nonDerivative · entry 1

Hele John C.R. · CIK 0001460835 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,034

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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:48 UTC Exercise / conversionRestricted Stock Unit · Derivative 9,810 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000091 · wk-form4_1748990886.xml · derivative · entry 4

Freiberg Steven J · CIK 0001338913 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,810 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:48 UTC Exercise / conversionRestricted Stock Unit · Derivative 35,034 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000091 · wk-form4_1748990886.xml · derivative · entry 3

Freiberg Steven J · CIK 0001338913 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 35,034 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:48 UTC Exercise / conversionCommon Stock 9,810 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000091 · wk-form4_1748990886.xml · nonDerivative · entry 2

Freiberg Steven J · CIK 0001338913 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 433,074

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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:48 UTC Exercise / conversionCommon Stock 35,034 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000091 · wk-form4_1748990886.xml · nonDerivative · entry 1

Freiberg Steven J · CIK 0001338913 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 423,264

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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:47 UTC Exercise / conversionRestricted Stock Unit · Derivative 35,034 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000090 · wk-form4_1748990860.xml · derivative · entry 2

Borden William A. · CIK 0001892579 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 35,034 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024.

Read SEC document
May 28, 2025 Filed Jun 3, 2025 22:47 UTC Exercise / conversionCommon Stock 35,034 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000090 · wk-form4_1748990860.xml · nonDerivative · entry 1

Borden William A. · CIK 0001892579 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,034

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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
May 20, 2025 Filed May 22, 2025 22:06 UTC
Keough KelliEVP, GBUL, SIPS
SaleCommon Stock 11,520 $13.38 $154,126.08
Disclosure

SEC source: 0001818874-25-000078 · wk-form4_1747951592.xml · nonDerivative · entry 1

Keough Kelli · CIK 0002032458 · EVP, GBUL, SIPS

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 203,509

F1 · price: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on May 21, 2024.

F2 · price: The reported transactions were executed in multiple trades. The sale price of $13.379 reported in Column 4 is the weighted average sale price for the 11,520 shares sold by the Reporting Person within a range of $13.2300 to $13.6300 per share. The Reporting Person hereby undertakes to provide to the Staff of the SEC, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the price range noted above.

Read SEC document
May 15, 2025 Filed May 16, 2025 22:44 UTC
Schuppenhauer EricEVP GBUL Borrow
Tax withholdingCommon Stock 22,989 $13.63 $313,386.05
Disclosure

SEC source: 0001818874-25-000076 · wk-form4_1747435477.xml · nonDerivative · entry 2

Schuppenhauer Eric · CIK 0002034857 · EVP GBUL Borrow

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 158,940.81

F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person.

Read SEC document
May 15, 2025 Filed May 16, 2025 22:44 UTC
Pinto ArunChief Risk Officer
Tax withholdingCommon Stock 24,290 $13.63 $331,121.28
Disclosure

SEC source: 0001818874-25-000075 · wk-form4_1747435448.xml · nonDerivative · entry 2

Pinto Arun · CIK 0002012135 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,192

F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person.

Read SEC document
May 14, 2025 Filed May 16, 2025 22:44 UTC
Schuppenhauer EricEVP GBUL Borrow
Exercise / conversionRestricted Stock Unit · Derivative 55,730 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000076 · wk-form4_1747435477.xml · derivative · entry 3

Schuppenhauer Eric · CIK 0002034857 · EVP GBUL Borrow

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 724,503

Underlying: Common Stock · 55,730 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration.

F4 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 27, 2024.

F4 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 27, 2024.

Read SEC document
May 14, 2025 Filed May 16, 2025 22:44 UTC
Schuppenhauer EricEVP GBUL Borrow
Exercise / conversionCommon Stock 55,730 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000076 · wk-form4_1747435477.xml · nonDerivative · entry 1

Schuppenhauer Eric · CIK 0002034857 · EVP GBUL Borrow

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,929.81

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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
May 14, 2025 Filed May 16, 2025 22:44 UTC
Pinto ArunChief Risk Officer
Exercise / conversionRestricted Stock Unit · Derivative 45,388 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000075 · wk-form4_1747435448.xml · derivative · entry 3

Pinto Arun · CIK 0002012135 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 499,275

Underlying: Common Stock · 45,388 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration.

F4 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 13, 2024.

F4 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on March 13, 2024.

Read SEC document
May 14, 2025 Filed May 16, 2025 22:44 UTC
Pinto ArunChief Risk Officer
Exercise / conversionCommon Stock 45,388 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000075 · wk-form4_1747435448.xml · nonDerivative · entry 1

Pinto Arun · CIK 0002012135 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,482

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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
April 21, 2025 Filed Apr 23, 2025 22:06 UTC
Keough KelliEVP, GBUL, SIPS
SaleCommon Stock 11,181 $10.71 $119,707.14
Disclosure

SEC source: 0001818874-25-000064 · wk-form4_1745445985.xml · nonDerivative · entry 1

Keough Kelli · CIK 0002032458 · EVP, GBUL, SIPS

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 215,029

F1 · price: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on May 21, 2024.

F2 · price: The reported transactions were executed in multiple trades. The sale price of $10.7063 reported in Column 4 is the weighted average sale price for the 11,181 shares sold by the Reporting Person within a range of $10.50 to $11.08 per share. The Reporting Person hereby undertakes to provide to the Staff of the SEC, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the price range noted above.

Read SEC document
March 25, 2025 Filed Apr 2, 2026 23:55 UTC GrantDeferred Stock Unit · Derivative 1,404 $0.00 $0.00
Disclosure

SEC source: 0001892579-26-000002 · wk-form4_1775174151.xml · derivative · entry 3

Borden William A. · CIK 0001892579 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,404

Underlying: Common Stock · 1,404 shares

Expires not disclosed

F4 · derivative.exercise_price: The reporting person has elected to defer compensation in the form of DSUs under the Plan. Pursuant to the terms of the Plan, the reporting person was credited with 1,404 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the first quarter of 2025 divided by the Common Stock closing price of $12.65 on March 25, 2025. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan.

F4 · derivative.exercise_date: The reporting person has elected to defer compensation in the form of DSUs under the Plan. Pursuant to the terms of the Plan, the reporting person was credited with 1,404 DSUs, based on the amount of cash compensation deferred by the reporting person under the Plan during the first quarter of 2025 divided by the Common Stock closing price of $12.65 on March 25, 2025. Each DSU is the economic equivalent of one share of the Issuer's Common Stock. The DSUs become payable upon the terms set forth in the Plan.

F2 · derivative.expiration_date: Not Applicable.

Read SEC document
March 20, 2025 Filed Mar 21, 2025 23:38 UTC
Keough KelliEVP, GBUL, SIPS
SaleCommon Stock 11,181 $12.72 $142,237.97
Disclosure

SEC source: 0001818874-25-000046 · wk-form4_1742600306.xml · nonDerivative · entry 1

Keough Kelli · CIK 0002032458 · EVP, GBUL, SIPS

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 226,210

F1 · price: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on May 21, 2024.

F2 · price: The reported transactions were executed in multiple trades. The sale price of $12.7214 reported in Column 4 is the weighted average sale price for the 11,181 shares sold by the Reporting Person within a range of $12.4950 to $12.9300 per share. The Reporting Person hereby undertakes to provide to the Staff of the SEC, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the price range noted above.

Read SEC document
March 20, 2025 Filed Mar 21, 2025 23:38 UTC
Rishel JeremyChief Technology Officer
SaleCommon Stock 68,625 $12.64 $867,420.00
Disclosure

SEC source: 0001818874-25-000045 · wk-form4_1742600297.xml · nonDerivative · entry 1

Rishel Jeremy · CIK 0001934200 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 655,118

F1 · shares: The sale reported on this Form 4 was completed pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on May 23, 2024.

F2 · shares: The reported transactions were executed in multiple trades each at the sale price of $12.640.

Read SEC document
March 17, 2025 Filed Mar 19, 2025 00:31 UTC
Keough KelliEVP, GBUL, SIPS
Tax withholdingCommon Stock 41,353 $12.16 $502,976.54
Disclosure

SEC source: 0001818874-25-000040 · wk-form4_1742344305.xml · nonDerivative · entry 3

Keough Kelli · CIK 0002032458 · EVP, GBUL, SIPS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 237,391

F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person.

Read SEC document
March 17, 2025 Filed Mar 18, 2025 20:32 UTC
Simcock StephenGeneral Counsel
Tax withholdingCommon Stock 24,420 $12.16 $297,020.46
Disclosure

SEC source: 0001818874-25-000042 · wk-form4_1742344326.xml · nonDerivative · entry 2

Simcock Stephen · CIK 0002028884 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,260

F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person.

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March 17, 2025 Filed Mar 19, 2025 00:31 UTC
Rishel JeremyChief Technology Officer
Tax withholdingCommon Stock 134,502 $12.16 $1,635,947.83
Disclosure

SEC source: 0001818874-25-000039 · wk-form4_1742344295.xml · nonDerivative · entry 2

Rishel Jeremy · CIK 0001934200 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 723,743

F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person.

Read SEC document
March 17, 2025 Filed Mar 19, 2025 00:31 UTC
White Derek JCEO - Galileo
Tax withholdingCommon Stock 61,346 $12.16 $746,151.40
Disclosure

SEC source: 0001818874-25-000038 · wk-form4_1742344285.xml · nonDerivative · entry 2

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 961,091

F2 · price: Shares sold to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to the Reporting Person.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:31 UTC
Keough KelliEVP, GBUL, SIPS
Exercise / conversionRestricted Stock Unit · Derivative 26,476 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000040 · wk-form4_1742344305.xml · derivative · entry 5

Keough Kelli · CIK 0002032458 · EVP, GBUL, SIPS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 317,721

Underlying: Common Stock · 26,476 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 the Issuer's common stock upon settlement for no consideration.

F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 2, 2022.

F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 2, 2022.

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March 14, 2025 Filed Mar 19, 2025 00:31 UTC
Keough KelliEVP, GBUL, SIPS
Exercise / conversionRestricted Stock Unit · Derivative 82,642 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000040 · wk-form4_1742344305.xml · derivative · entry 4

Keough Kelli · CIK 0002032458 · EVP, GBUL, SIPS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 661,144

Underlying: Common Stock · 82,642 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 the Issuer's common stock upon settlement for no consideration.

F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 2, 2022.

F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 2, 2022.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:31 UTC
Keough KelliEVP, GBUL, SIPS
Exercise / conversionCommon Stock 82,642 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000040 · wk-form4_1742344305.xml · nonDerivative · entry 2

Keough Kelli · CIK 0002032458 · EVP, GBUL, SIPS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 278,744

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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:31 UTC
Keough KelliEVP, GBUL, SIPS
Exercise / conversionCommon Stock 26,476 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000040 · wk-form4_1742344305.xml · nonDerivative · entry 1

Keough Kelli · CIK 0002032458 · EVP, GBUL, SIPS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 196,102

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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:32 UTC
Simcock StephenGeneral Counsel
Exercise / conversionRestricted Stock Unit · Derivative 71,353 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000042 · wk-form4_1742344326.xml · derivative · entry 3

Simcock Stephen · CIK 0002028884 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 927,591

Underlying: Common Stock · 71,353 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 the Issuer's common stock upon settlement for no consideration.

F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024.

F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on July 10, 2024.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:32 UTC
Simcock StephenGeneral Counsel
Exercise / conversionCommon Stock 71,353 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000042 · wk-form4_1742344326.xml · nonDerivative · entry 1

Simcock Stephen · CIK 0002028884 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,680

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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:31 UTC
Rishel JeremyChief Technology Officer
Exercise / conversionRestricted Stock Unit · Derivative 271,751 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000039 · wk-form4_1742344295.xml · derivative · entry 3

Rishel Jeremy · CIK 0001934200 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,623,703

Underlying: Common Stock · 271,751 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 the Issuer's common stock upon settlement for no consideration.

F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024.

F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on July 20, 2022 and March 13, 2024.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:31 UTC
Rishel JeremyChief Technology Officer
Exercise / conversionCommon Stock 271,751 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000039 · wk-form4_1742344295.xml · nonDerivative · entry 1

Rishel Jeremy · CIK 0001934200 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 858,245

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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:31 UTC Exercise / conversionRestricted Stock Unit · Derivative 135,249 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000037 · wk-form4_1742344275.xml · derivative · entry 3

Lapointe Christopher · CIK 0001864508 · CFO and PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 948,684

Underlying: Common Stock · 135,249 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 the Issuer's common stock upon settlement for no consideration.

F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on March 25, 2022, March 22, 2023 and March 13, 2024.

F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on March 25, 2022, March 22, 2023 and March 13, 2024.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:31 UTC Tax withholdingCommon Stock 71,834 $11.39 $818,189.26
Disclosure

SEC source: 0001818874-25-000037 · wk-form4_1742344275.xml · nonDerivative · entry 2

Lapointe Christopher · CIK 0001864508 · CFO and PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,372,576

F2 · price: Shares withheld to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to or sold by the Reporting Person.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:31 UTC Exercise / conversionCommon Stock 135,249 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000037 · wk-form4_1742344275.xml · nonDerivative · entry 1

Lapointe Christopher · CIK 0001864508 · CFO and PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,444,410

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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:32 UTC
Noto AnthonyDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Unit · Derivative 654,569 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000041 · wk-form4_1742344316.xml · derivative · entry 3

Noto Anthony · CIK 0001613438 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,074,121

Underlying: Common Stock · 654,569 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 the Issuer's common stock upon settlement for no consideration.

F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, October 22, 2021, March 22, 2023 and March 13, 2024.

F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on June 2, 2021, October 22, 2021, March 22, 2023 and March 13, 2024.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:32 UTC
Noto AnthonyDirector · Chief Executive Officer
Tax withholdingCommon Stock 345,935 $11.39 $3,940,199.65
Disclosure

SEC source: 0001818874-25-000041 · wk-form4_1742344316.xml · nonDerivative · entry 2

Noto Anthony · CIK 0001613438 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,791,759

F2 · price: Shares withheld to satisfy tax withholding obligation applicable to the vesting of stock-settled RSUs. These shares were not issued to or sold by the Reporting Person.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:32 UTC
Noto AnthonyDirector · Chief Executive Officer
Exercise / conversionCommon Stock 654,569 Not disclosed Not disclosed
Disclosure

SEC source: 0001818874-25-000041 · wk-form4_1742344316.xml · nonDerivative · entry 1

Noto Anthony · CIK 0001613438 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,137,694

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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:31 UTC
White Derek JCEO - Galileo
Exercise / conversionRestricted Stock Unit · Derivative 148,403 $0.00 $0.00
Disclosure

SEC source: 0001818874-25-000038 · wk-form4_1742344285.xml · derivative · entry 3

White Derek J · CIK 0001778401 · CEO - Galileo

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 657,631

Underlying: Common Stock · 148,403 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 the Issuer's common stock upon settlement for no consideration.

F3 · derivative.exercise_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on September 3, 2021, March 22, 2023 and March 13, 2024.

F3 · derivative.expiration_date: Represents the settlement of a portion of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Forms 4 filed on September 3, 2021, March 22, 2023 and March 13, 2024.

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.