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Sprout Social, Inc.

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0001517375
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2 purchase rows · 23 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202502
Dec 202514
Jan 202611
Feb 202601
Mar 202604
Apr 202601
May 202602
Jun 202602
Jul 202601
Aug 202601
Sep 202603
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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
December 12, 2024 Filed Dec 13, 2024 21:27 UTC
Howard Justyn RussellDirector · Executive Chair · 10% owner
SaleClass A Common Stock 8,281 $34.98 $289,627.98
Disclosure

SEC source: 0001517375-24-000142 · wk-form4_1734125239.xml · nonDerivative · entry 5

Howard Justyn Russell · CIK 0001791816 · Director · Executive Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 7,417

F4 · kind: This transaction occurred under the 10b5-1 Plan.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.90 to $35.12 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 47,136 shares of Class A common stock and 1,286,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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December 12, 2024 Filed Dec 13, 2024 21:27 UTC
Howard Justyn RussellDirector · Executive Chair · 10% owner
SaleClass A Common Stock 31,719 $34.47 $1,093,258.77
Disclosure

SEC source: 0001517375-24-000142 · wk-form4_1734125239.xml · nonDerivative · entry 4

Howard Justyn Russell · CIK 0001791816 · Director · Executive Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 15,698

F4 · kind: This transaction occurred under the 10b5-1 Plan.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.90 to $34.89 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 47,136 shares of Class A common stock and 1,286,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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December 12, 2024 Filed Dec 13, 2024 21:27 UTC
Howard Justyn RussellDirector · Executive Chair · 10% owner
ConversionClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000142 · wk-form4_1734125239.xml · nonDerivative · entry 3

Howard Justyn Russell · CIK 0001791816 · Director · Executive Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 47,417

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.

F4 · kind: This transaction occurred under the 10b5-1 Plan.

F3 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 47,136 shares of Class A common stock and 1,286,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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December 12, 2024 Filed Dec 13, 2024 21:27 UTC
Howard Justyn RussellDirector · Executive Chair · 10% owner
GiftClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000142 · wk-form4_1734125239.xml · nonDerivative · entry 2

Howard Justyn Russell · CIK 0001791816 · Director · Executive Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 27,417

F1 · kind: On December 12, 2024, the Reporting Person made a bona fide gift of 20,000 shares of Class A Common Stock to the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee, pursuant to funding a 10b5-1 plan adopted by the Reporting Person on September 10, 2024 (the "10b5-1 Plan").

F3 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 47,136 shares of Class A common stock and 1,286,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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December 12, 2024 Filed Dec 13, 2024 21:27 UTC
Howard Justyn RussellDirector · Executive Chair · 10% owner
GiftClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000142 · wk-form4_1734125239.xml · nonDerivative · entry 1

Howard Justyn Russell · CIK 0001791816 · Director · Executive Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 272,389

F1 · kind: On December 12, 2024, the Reporting Person made a bona fide gift of 20,000 shares of Class A Common Stock to the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee, pursuant to funding a 10b5-1 plan adopted by the Reporting Person on September 10, 2024 (the "10b5-1 Plan").

F2 · balance_after: The total reported in column 5 includes: (1) 3,692 reported restricted stock units ("RSUs") which vest in 1 quarterly installment on March 1, 2025; (2) 30,770 reported RSUs which vest in 5 equal quarterly installments beginning on March 1, 2025; (3) 63,994 reported RSUs of which vest in 9 equal quarterly installments beginning on March 1, 2025; and (4) 118,724 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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December 04, 2024 Filed Dec 5, 2024 21:25 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 1,500 $31.30 $46,950.00
Disclosure

SEC source: 0001517375-24-000138 · wk-form4_1733433923.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 153,073

F1 · balance_after: The total reported in column 5 includes: (1) 923 reported RSUs which vest in 1 quarterly installment on March 1, 2025; (2) 10,956 reported RSUs which vest in 5 equal quarterly installments beginning on March 1, 2025; (3) 22,856 reported RSUs which vest in 9 equal quarterly installments beginning on March 1, 2025; and (4) 55,122 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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December 03, 2024 Filed Dec 4, 2024 21:06 UTC
Barretto Ryan PaulDirector · CEO
SaleClass A Common Stock 13,465 $31.45 $423,474.25
Disclosure

SEC source: 0001517375-24-000137 · wk-form4_1733346382.xml · nonDerivative · entry 1

Barretto Ryan Paul · CIK 0001791914 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 546,343

F1 · kind: Shares sold pursuant to an irrevocable election made on November 21, 2022, in conformity with the requirements of Rule 10b5-1 for the purpose of covering tax obligations upon settlement of restricted stock units ("RSUs").

F2 · balance_after: After giving effect to the transaction reported herein, this represents: (1) 3,750 reported RSUs which vest in 1 quarterly installment on March 1, 2025; (2) 22,500 reported RSUs which vest in 3 equal quarterly installments beginning on March 1, 2025; (3) 18,750 reported RSUs which vest in 5 equal quarterly installments beginning on March 1, 2025; (4) 67,500 reported RSUs which vest in 9 equal quarterly installments beginning on March 1, 2025; (5) 33,826 reported RSUs which vest in 9 equal quarterly installments beginning on March 1, 2025; (6) 69,538 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025; and (7) 88,999 reported RSUs of which 25% will vest on October 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on January 1, 2026.

F3 · balance_after: Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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December 03, 2024 Filed Dec 4, 2024 21:05 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 2,541 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000136 · wk-form4_1733346309.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154,573

F1 · kind: Shares sold pursuant to an irrevocable election made on November 21, 2022, in conformity with the requirements of Rule 10b5-1 for the purpose of covering tax obligations upon settlement of restricted stock units ("RSUs").

F2 · balance_after: After giving effect to the transaction reported herein, the total reported in column 5 includes: (1) 923 reported RSUs which vest in 1 quarterly installment on March 1, 2025; (2) 10,956 reported RSUs which vest in 5 equal quarterly installments beginning on March 1, 2025; (3) 22,856 reported RSUs which vest in 9 equal quarterly installments beginning on March 1, 2025; and (4) 55,122 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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December 03, 2024 Filed Dec 6, 2024 21:17 UTC Amendment
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 2,541 $31.45 $79,914.45
Disclosure

SEC source: 0001517375-24-000140 · wk-form4a_1733519870.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154,573

F1 · kind: Shares sold pursuant to an irrevocable election made on November 21, 2022, in conformity with the requirements of Rule 10b5-1 for the purpose of covering tax obligations upon settlement of restricted stock units ("RSUs").

F2 · price: This amended Form 4 is being filed to correct the Price reported on the Form 4 filed by the Reporting Person on December 4, 2024.

F3 · balance_after: After giving effect to the transaction reported herein, the total reported in column 5 includes: (1) 923 reported RSUs which vest in 1 quarterly installment on March 1, 2025; (2) 10,956 reported RSUs which vest in 5 equal quarterly installments beginning on March 1, 2025; (3) 22,856 reported RSUs which vest in 9 equal quarterly installments beginning on March 1, 2025; and (4) 55,122 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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December 02, 2024 Filed Dec 4, 2024 21:03 UTC
Howard Justyn RussellDirector · Executive Chair · 10% owner
Tax withholdingClass A Common Stock 9,828 $31.45 $309,090.60
Disclosure

SEC source: 0001517375-24-000135 · wk-form4_1733346233.xml · nonDerivative · entry 1

Howard Justyn Russell · CIK 0001791816 · Director · Executive Chair · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 292,389

F1 · balance_after: After giving effect to the transaction reported herein, this represents: (1) 3,692 reported restricted stock units ("RSUs") which vest in 1 quarterly installment on March 1, 2025; (2) 30,770 reported RSUs which vest in 5 equal quarterly installments beginning on March 1, 2025; (3) 63,994 reported RSUs of which vest in 9 equal quarterly installments beginning on March 1, 2025; and (4) 118,724 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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November 04, 2024 Filed Nov 6, 2024 21:35 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 100 $28.10 $2,810.00
Disclosure

SEC source: 0001517375-24-000127 · wk-form4_1730928950.xml · nonDerivative · entry 2

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 157,114

F2 · balance_after: The total reported in column 5 includes: (1) 1,846 reported restricted stock units ("RSUs") which vest in 2 equal quarterly installments beginning on December 1, 2024; (2) 13,147 reported RSUs which vest in 6 equal quarterly installments beginning on December 1, 2024; (3) 25,396 reported RSUs which vest in 10 equal quarterly installments beginning on December 1, 2024; and (4) 55,122 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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November 04, 2024 Filed Nov 6, 2024 21:35 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 1,400 $27.59 $38,628.80
Disclosure

SEC source: 0001517375-24-000127 · wk-form4_1730928950.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 157,214

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.92 to $27.90 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · balance_after: The total reported in column 5 includes: (1) 1,846 reported restricted stock units ("RSUs") which vest in 2 equal quarterly installments beginning on December 1, 2024; (2) 13,147 reported RSUs which vest in 6 equal quarterly installments beginning on December 1, 2024; (3) 25,396 reported RSUs which vest in 10 equal quarterly installments beginning on December 1, 2024; and (4) 55,122 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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October 07, 2024 Filed Oct 8, 2024 20:28 UTC
Barretto Ryan PaulDirector · CEO
SaleClass A Common Stock 400 $29.11 $11,645.60
Disclosure

SEC source: 0001517375-24-000123 · wk-form4_1728419293.xml · nonDerivative · entry 2

Barretto Ryan Paul · CIK 0001791914 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 170,175

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.01 to $29.19 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: After giving effect to the transactions reported herein, this amount represents: (i) 60,000 shares of Issuer Class A Common Stock held by the Ryan Paul Barretto 2020 Gift Trust, of which Mr. Barretto's spouse is the sole trustee; and (ii) 110,175 shares of Issuer Class A Common Stock held by the Ryan Paul Barretto Revocable Trust, of which Mr. Barretto serves as the sole trustee.

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October 07, 2024 Filed Oct 8, 2024 20:28 UTC
Barretto Ryan PaulDirector · CEO
SaleClass A Common Stock 16,400 $28.23 $462,955.60
Disclosure

SEC source: 0001517375-24-000123 · wk-form4_1728419293.xml · nonDerivative · entry 1

Barretto Ryan Paul · CIK 0001791914 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 170,575

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.90 to $28.89 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: After giving effect to the transactions reported herein, this amount represents: (i) 60,000 shares of Issuer Class A Common Stock held by the Ryan Paul Barretto 2020 Gift Trust, of which Mr. Barretto's spouse is the sole trustee; and (ii) 110,175 shares of Issuer Class A Common Stock held by the Ryan Paul Barretto Revocable Trust, of which Mr. Barretto serves as the sole trustee.

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October 07, 2024 Filed Oct 8, 2024 20:30 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 1,500 $28.27 $42,411.00
Disclosure

SEC source: 0001517375-24-000125 · wk-form4_1728419427.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 158,614

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.96 to $28.53 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · balance_after: The total reported in column 5 includes: (1) 1,846 reported restricted stock units ("RSUs") which vest in 2 equal quarterly installments beginning on December 1, 2024; (2) 13,147 reported RSUs which vest in 6 equal quarterly installments beginning on December 1, 2024; (3) 25,396 reported RSUs which vest in 10 equal quarterly installments beginning on December 1, 2024; and (4) 55,122 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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October 07, 2024 Filed Oct 8, 2024 20:29 UTC
Howard Justyn RussellDirector · Executive Chair · 10% owner
ConversionClass B Common Stock · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000124 · wk-form4_1728419381.xml · derivative · entry 4

Howard Justyn Russell · CIK 0001791816 · Director · Executive Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 2,061,471

Underlying: Class A Common Stock · 20,000 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.

F4 · derivative.exercise_price: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F4 · derivative.exercise_date: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F4 · derivative.expiration_date: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F1 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,306,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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October 07, 2024 Filed Oct 8, 2024 20:29 UTC
Howard Justyn RussellDirector · Executive Chair · 10% owner
SaleClass A Common Stock 20,000 $28.23 $564,560.00
Disclosure

SEC source: 0001517375-24-000124 · wk-form4_1728419381.xml · nonDerivative · entry 2

Howard Justyn Russell · CIK 0001791816 · Director · Executive Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 7,417

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.91 to $28.89 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,306,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

Read SEC document
October 07, 2024 Filed Oct 8, 2024 20:29 UTC
Howard Justyn RussellDirector · Executive Chair · 10% owner
ConversionClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000124 · wk-form4_1728419381.xml · nonDerivative · entry 1

Howard Justyn Russell · CIK 0001791816 · Director · Executive Chair · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 27,417

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 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,306,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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October 01, 2024 Filed Oct 2, 2024 20:01 UTC
Barretto Ryan PaulDirector · CEO
GrantClass A Common Stock 88,999 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000121 · wk-form4_1727899304.xml · nonDerivative · entry 1

Barretto Ryan Paul · CIK 0001791914 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 559,808

F1 · ownership.direct: The total reported in Column 5 includes: (1) 7,500 reported RSUs which vest in 1 installment on December 1, 2024; (2) 7,500 reported RSUs which vest in 2 equal quarterly installments beginning on December 1, 2024; (3) 30,000 reported RSUs which vest in 4 equal quarterly installments beginning on December 1, 2024; (4) 22,500 reported RSUs which vest in 6 equal quarterly installments beginning on December 1, 2024; (5) 75,000 reported RSUs which vest in 10 equal quarterly installments beginning on December 1, 2024; (6) 37,585 reported RSUs which vest in 10 equal quarterly installments beginning on December 1, 2024; (7) 69,538 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025; and (8) 88,999 newly granted RSUs of which 25% will vest on October 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on January 1, 2026.

F2 · ownership.direct: Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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September 05, 2024 Filed Sep 9, 2024 20:19 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass B Common Stock · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000112 · wk-form4_1725913143.xml · derivative · entry 5

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 2,081,471

Underlying: Class A Common Stock · 20,000 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.

F5 · derivative.exercise_price: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F5 · derivative.exercise_date: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F5 · derivative.expiration_date: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F1 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,326,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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September 05, 2024 Filed Sep 9, 2024 20:19 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 3,101 $28.65 $88,837.45
Disclosure

SEC source: 0001517375-24-000112 · wk-form4_1725913143.xml · nonDerivative · entry 3

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 7,417

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.39 to $28.91 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,326,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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September 05, 2024 Filed Sep 9, 2024 20:19 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 16,899 $28.11 $474,997.09
Disclosure

SEC source: 0001517375-24-000112 · wk-form4_1725913143.xml · nonDerivative · entry 2

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 10,518

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.39 to $28.38 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,326,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

Read SEC document
September 05, 2024 Filed Sep 9, 2024 20:19 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000112 · wk-form4_1725913143.xml · nonDerivative · entry 1

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 27,417

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 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,326,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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September 04, 2024 Filed Sep 5, 2024 22:10 UTC SaleClass A Common Stock 13,306 $29.23 $388,947.69
Disclosure

SEC source: 0001517375-24-000107 · wk-form4_1725574223.xml · nonDerivative · entry 1

Barretto Ryan Paul · CIK 0001791914 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 470,809

F1 · kind: Shares sold pursuant to an irrevocable election made on November 21, 2022, in conformity with the requirements of Rule 10b5-1 for the purpose of covering tax obligations upon settlement of restricted stock units ("RSUs").

F2 · balance_after: After giving effect to the transaction reported herein, this represents: (1) 7,500 reported RSUs which vest in 1 installment on December 1, 2024; (2) 7,500 reported RSUs which vest in 2 equal quarterly installments beginning on December 1, 2024; (3) 30,000 reported RSUs which vest in 4 equal quarterly installments beginning on December 1, 2024; (4) 22,500 reported RSUs which vest in 6 equal quarterly installments beginning on December 1, 2024; (5) 75,000 reported RSUs which vest in 10 equal quarterly installments beginning on December 1, 2024; (6) 37,585 reported RSUs which vest in 10 equal quarterly installments beginning on December 1, 2024; and (7) 69,538 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025.

F3 · balance_after: Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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September 04, 2024 Filed Sep 5, 2024 22:15 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 2,510 $29.23 $73,369.81
Disclosure

SEC source: 0001517375-24-000110 · wk-form4_1725574512.xml · nonDerivative · entry 3

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 160,114

F5 · kind: Shares sold pursuant to an irrevocable election made on November 21, 2022, in conformity with the requirements of Rule 10b5-1 for the purpose of covering tax obligations upon settlement of RSUs.

F3 · balance_after: After giving effect to the transactions reported herein, the total reported in column 5 includes: (1) 1,846 reported restricted stock units ("RSUs") which vest in 2 equal quarterly installments beginning on December 1, 2024; (2) 13,147 reported RSUs which vest in 6 equal quarterly installments beginning on December 1, 2024; (3) 25,396 reported RSUs which vest in 10 equal quarterly installments beginning on December 1, 2024; and (4) 55,122 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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September 04, 2024 Filed Sep 5, 2024 22:12 UTC
Rankin Aaron Edward FrederickDirector · 10% owner
SaleClass A Common Stock 1,181 $29.23 $34,521.81
Disclosure

SEC source: 0001517375-24-000108 · wk-form4_1725574314.xml · nonDerivative · entry 1

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,122

F1 · kind: Shares sold pursuant to an irrevocable election made on November 21, 2022, in conformity with the requirements of Rule 10b5-1 for the purpose of covering tax obligations upon settlement of restricted stock units ("RSUs").

F2 · balance_after: After giving effect to the transaction reported herein, this represents: (1) 1,231 reported reported RSUs which vest in 2 equal quarterly installments beginning on December 1, 2024; (2) 6,154 reported RSUs which vest in 6 equal quarterly installments beginning on December 1, 2024; (3) 10,159 reported RSUs which vest in 10 equal quarterly installments beginning on December 1, 2024; and (4) 6,784 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025 . Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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September 03, 2024 Filed Sep 5, 2024 22:15 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 300 $30.54 $9,162.00
Disclosure

SEC source: 0001517375-24-000110 · wk-form4_1725574512.xml · nonDerivative · entry 2

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 162,624

F1 · kind: This transaction occurred under a 10b5-1 plan adopted by the Reporting Person on August 16, 2023.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.44 to $30.59 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · balance_after: After giving effect to the transactions reported herein, the total reported in column 5 includes: (1) 1,846 reported restricted stock units ("RSUs") which vest in 2 equal quarterly installments beginning on December 1, 2024; (2) 13,147 reported RSUs which vest in 6 equal quarterly installments beginning on December 1, 2024; (3) 25,396 reported RSUs which vest in 10 equal quarterly installments beginning on December 1, 2024; and (4) 55,122 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 22:15 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 1,200 $29.62 $35,547.60
Disclosure

SEC source: 0001517375-24-000110 · wk-form4_1725574512.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 162,924

F1 · kind: This transaction occurred under a 10b5-1 plan adopted by the Reporting Person on August 16, 2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.25 to $30.20 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · balance_after: After giving effect to the transactions reported herein, the total reported in column 5 includes: (1) 1,846 reported restricted stock units ("RSUs") which vest in 2 equal quarterly installments beginning on December 1, 2024; (2) 13,147 reported RSUs which vest in 6 equal quarterly installments beginning on December 1, 2024; (3) 25,396 reported RSUs which vest in 10 equal quarterly installments beginning on December 1, 2024; and (4) 55,122 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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September 03, 2024 Filed Sep 5, 2024 22:14 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 8,595 $29.27 $251,575.65
Disclosure

SEC source: 0001517375-24-000109 · wk-form4_1725574434.xml · nonDerivative · entry 1

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 302,217

F1 · balance_after: After giving effect to the transaction reported herein, this represents: (1) 7,384 reported restricted stock units ("RSUs") which vest in 2 equal quarterly installments beginning on December 1, 2024; (2) 36,924 reported RSUs which vest in 6 equal quarterly installments beginning on December 1, 2024; (3) 71,105 reported RSUs of which vest in 10 equal quarterly installments beginning on December 1, 2024; and (4) 118,724 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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September 03, 2024 Filed Sep 20, 2024 20:01 UTC Amendment
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
Tax withholdingClass A Common Stock 8,595 $29.27 $251,575.65
Disclosure

SEC source: 0001517375-24-000114 · wk-form4a_1726862493.xml · nonDerivative · entry 1

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 302,217

F1 · kind: This amended Form 4 is being filed to correct the Transaction Code reported on the Form 4 filed by the Reporting Person on September 5, 2024.

F2 · balance_after: After giving effect to the transaction reported herein, this represents: (1) 7,384 reported restricted stock units ("RSUs") which vest in 2 equal quarterly installments beginning on December 1, 2024; (2) 36,924 reported RSUs which vest in 6 equal quarterly installments beginning on December 1, 2024; (3) 71,105 reported RSUs of which vest in 10 equal quarterly installments beginning on December 1, 2024; and (4) 118,724 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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August 07, 2024 Filed Aug 8, 2024 22:29 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 13,101 $31.28 $409,773.08
Disclosure

SEC source: 0001517375-24-000106 · wk-form4_1723156189.xml · nonDerivative · entry 7

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 7,417

F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.03 to $31.60 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,346,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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August 07, 2024 Filed Aug 8, 2024 22:29 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 66,899 $30.44 $2,036,137.96
Disclosure

SEC source: 0001517375-24-000106 · wk-form4_1723156189.xml · nonDerivative · entry 6

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 20,518

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.03 to $31.02 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,346,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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August 07, 2024 Filed Aug 8, 2024 22:29 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
GiftClass A Common Stock 87,417 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000106 · wk-form4_1723156189.xml · nonDerivative · entry 5

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 87,417

F5 · kind: On August 7, 2024, the Reporting Person made a bona fide gift of 87,417 shares of Class A Common Stock to the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee.

F2 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,346,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

Read SEC document
August 07, 2024 Filed Aug 8, 2024 22:29 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
GiftClass A Common Stock 87,417 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000106 · wk-form4_1723156189.xml · nonDerivative · entry 4

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 310,812

F5 · kind: On August 7, 2024, the Reporting Person made a bona fide gift of 87,417 shares of Class A Common Stock to the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee.

F6 · balance_after: The total reported in column 5 includes: (1) 11,076 reported restricted stock units ("RSUs") which vest in 3 equal quarterly installments beginning on September 1, 2024; (2) 43,078 reported RSUs which vest in 7 equal quarterly installments beginning on September 1, 2024; (3) 78,215 reported RSUs of which vest in 11 equal quarterly installments beginning on September 1, 2024; and (4) 118,724 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

Read SEC document
August 07, 2024 Filed Aug 8, 2024 20:36 UTC
Walker KarenDirector
SaleClass A Common Stock 3,500 $31.15 $109,007.50
Disclosure

SEC source: 0001517375-24-000104 · wk-form4_1723149355.xml · nonDerivative · entry 1

Walker Karen · CIK 0001642519 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,665

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.12 to $31.24 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · balance_after: The total reported in column 5 includes: 5,612 granted restricted stock units ("RSUs"), which will vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of the Issuer's stockholders following the date of the grant and (ii) the first anniversary of the date of grant. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

Read SEC document
August 06, 2024 Filed Aug 8, 2024 22:29 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass B Common Stock · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000106 · wk-form4_1723156189.xml · derivative · entry 8

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 2,101,471

Underlying: Class A Common Stock · 20,000 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.

F9 · derivative.exercise_price: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F1 · kind: This transaction occurred under a 10b5-1 plan adopted by the Reporting Person on August 10, 2023.

F9 · derivative.exercise_date: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F9 · derivative.expiration_date: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F2 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,346,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

Read SEC document
August 06, 2024 Filed Aug 8, 2024 22:29 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 5,072 $31.03 $157,384.16
Disclosure

SEC source: 0001517375-24-000106 · wk-form4_1723156189.xml · nonDerivative · entry 3

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: This transaction occurred under a 10b5-1 plan adopted by the Reporting Person on August 10, 2023.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.89 to $31.20 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,346,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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August 06, 2024 Filed Aug 8, 2024 22:29 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 14,928 $30.56 $456,214.61
Disclosure

SEC source: 0001517375-24-000106 · wk-form4_1723156189.xml · nonDerivative · entry 2

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 5,072

F1 · kind: This transaction occurred under a 10b5-1 plan adopted by the Reporting Person on August 10, 2023.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.89 to $30.88 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,346,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

Read SEC document
August 06, 2024 Filed Aug 8, 2024 22:29 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000106 · wk-form4_1723156189.xml · nonDerivative · entry 1

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 20,000

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.

F1 · kind: This transaction occurred under a 10b5-1 plan adopted by the Reporting Person on August 10, 2023.

F2 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 7,417 shares of Class A common stock and 1,346,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

Read SEC document
August 05, 2024 Filed Aug 7, 2024 13:18 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 1,500 $31.02 $46,530.00
Disclosure

SEC source: 0001517375-24-000102 · wk-form4_1723036717.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 164,124

F1 · balance_after: The total reported in column 5 includes: (1) 2,769 reported RSUs which vest in 3 equal quarterly installments beginning on September 1, 2024; (2) 15,338 reported RSUs which vest in 7 equal quarterly installments beginning on September 1, 2024; (3) 27,935 reported RSUs which vest in 11 equal quarterly installments beginning on September 1, 2024; and (4) 55,122 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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July 08, 2024 Filed Jul 9, 2024 20:27 UTC SaleClass A Common Stock 11,200 $36.10 $404,320.00
Disclosure

SEC source: 0001517375-24-000094 · wk-form4_1720556848.xml · nonDerivative · entry 1

Barretto Ryan Paul · CIK 0001791914 · President

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 186,975

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.52 to $36.34 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: After giving effect to the transaction reported herein, this amount represents: (i) 60,000 shares of Issuer Class A Common Stock held by the Ryan Paul Barretto 2020 Gift Trust, of which Mr. Barretto's spouse is the sole trustee; and (ii) 126,975 shares of Issuer Class A Common Stock held by the Ryan Paul Barretto Revocable Trust, of which Mr. Barretto serves as the sole trustee.

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July 08, 2024 Filed Jul 9, 2024 20:24 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass B Common Stock · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000092 · wk-form4_1720556686.xml · derivative · entry 4

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 2,121,471

Underlying: Class A Common Stock · 20,000 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.

F4 · derivative.exercise_price: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F4 · derivative.exercise_date: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F4 · derivative.expiration_date: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F1 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 1,366,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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July 08, 2024 Filed Jul 9, 2024 20:24 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 20,000 $36.13 $722,540.00
Disclosure

SEC source: 0001517375-24-000092 · wk-form4_1720556686.xml · nonDerivative · entry 2

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 0

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.47 to $36.32 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 1,366,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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July 08, 2024 Filed Jul 9, 2024 20:24 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000092 · wk-form4_1720556686.xml · nonDerivative · entry 1

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 20,000

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.

F1 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 1,366,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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July 01, 2024 Filed Jul 2, 2024 20:03 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 486 $37.06 $18,013.10
Disclosure

SEC source: 0001517375-24-000090 · wk-form4_1719950611.xml · nonDerivative · entry 2

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 165,624

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.79 to $37.27 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · balance_after: The total reported in column 5 includes: (1) 2,769 reported RSUs which vest in 3 equal quarterly installments beginning on September 1, 2024; (2) 15,338 reported RSUs which vest in 7 equal quarterly installments beginning on September 1, 2024; (3) 27,935 reported RSUs which vest in 11 equal quarterly installments beginning on September 1, 2024; and (4) 55,122 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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July 01, 2024 Filed Jul 2, 2024 20:03 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 1,014 $36.47 $36,977.54
Disclosure

SEC source: 0001517375-24-000090 · wk-form4_1719950611.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 166,110

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.79 to $36.77 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · balance_after: The total reported in column 5 includes: (1) 2,769 reported RSUs which vest in 3 equal quarterly installments beginning on September 1, 2024; (2) 15,338 reported RSUs which vest in 7 equal quarterly installments beginning on September 1, 2024; (3) 27,935 reported RSUs which vest in 11 equal quarterly installments beginning on September 1, 2024; and (4) 55,122 reported RSUs of which 25% will vest on March 1, 2025 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2025. Each RSU represents the contingent right to receive one share of Class A Common Stock of the Issuer and does not expire.

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June 06, 2024 Filed Jun 7, 2024 20:06 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass B Common Stock · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000088 · wk-form4_1717790766.xml · derivative · entry 5

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 2,141,471

Underlying: Class A Common Stock · 20,000 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.

F5 · derivative.exercise_price: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F5 · derivative.exercise_date: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F5 · derivative.expiration_date: Shares of Class B Common Stock have no economic rights and each share entitles its holder to 10 votes per share. Each share of Class B Common Stock is exchangeable by the holder on a one-for-one basis for Class A Common Stock at any time and does not expire.

F1 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 1,386,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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June 06, 2024 Filed Jun 7, 2024 20:06 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 3,258 $34.45 $112,247.87
Disclosure

SEC source: 0001517375-24-000088 · wk-form4_1717790766.xml · nonDerivative · entry 3

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 0

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.38 to $34.51 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 1,386,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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June 06, 2024 Filed Jun 7, 2024 20:06 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 16,742 $33.97 $568,725.74
Disclosure

SEC source: 0001517375-24-000088 · wk-form4_1717790766.xml · nonDerivative · entry 2

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 3,258

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.38 to $34.37 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 1,386,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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June 06, 2024 Filed Jun 7, 2024 20:06 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-24-000088 · wk-form4_1717790766.xml · nonDerivative · entry 1

Howard Justyn Russell · CIK 0001791816 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 20,000

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.

F1 · ownership.nature: After giving effect to the transactions reported herein, this represents (i) 1,386,471 shares of Class B common stock held by the JRH Revocable Trust, of which the Reporting Person serves as the sole trustee; (ii) 170,000 shares of Class B common stock held by the EEH Revocable Trust, of which the Reporting Person's spouse serves as the sole trustee; (iii) 285,000 shares of Class B common stock held by the JRH Gift Trust, of which the Reporting Person's spouse serves as the sole trustee; and (iv) 300,000 shares of Class B common stock held by the EEH Gift Trust, of which the Reporting Person serves as the sole trustee.

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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.