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Sprout Social, Inc.

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0001517375
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502

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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
Oct 202601

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
July 17, 2023 Filed Jul 18, 2023 20:01 UTC
Rankin Aaron Edward FrederickDirector · Chief Technology Officer · 10% owner
SaleClass A Common Stock 18,000 $55.24 $994,392.00
Disclosure

SEC source: 0001517375-23-000088 · wf-form4_168971046369426.xml · nonDerivative · entry 2

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · Chief Technology Officer · 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 $55.00 to $55.50 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: Following the transactions reported herein, this represents (i) 730,812 shares of Class B common stock held by the Aaron Edward Frederick Rankin Revocable Trust, of which Mr. Rankin serves as the sole trustee; (ii) 1,250,962 shares of Class B common stock held by the Rankin Family 2013 Trust, of which Yeming Shi Rankin, Mr. Rankin's spouse, serves as the sole trustee; and (iii) 812,931 shares of Class B common stock held by the Rankin Family 2013 Non-Exempt Trust, of which Yeming Shi Rankin serves as the sole trustee. Yeming Shi Rankin may be deemed to have sole voting and dispositive power with respect to the Class B common stock held by, each of the Rankin Family 2013 Trust and the Rankin Family 2013 Non-Exempt Trust.

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July 17, 2023 Filed Jul 18, 2023 20:01 UTC
Rankin Aaron Edward FrederickDirector · Chief Technology Officer · 10% owner
ConversionClass A Common Stock 18,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000088 · wf-form4_168971046369426.xml · nonDerivative · entry 1

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · Chief Technology Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 18,000

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: Following the transactions reported herein, this represents (i) 730,812 shares of Class B common stock held by the Aaron Edward Frederick Rankin Revocable Trust, of which Mr. Rankin serves as the sole trustee; (ii) 1,250,962 shares of Class B common stock held by the Rankin Family 2013 Trust, of which Yeming Shi Rankin, Mr. Rankin's spouse, serves as the sole trustee; and (iii) 812,931 shares of Class B common stock held by the Rankin Family 2013 Non-Exempt Trust, of which Yeming Shi Rankin serves as the sole trustee. Yeming Shi Rankin may be deemed to have sole voting and dispositive power with respect to the Class B common stock held by, each of the Rankin Family 2013 Trust and the Rankin Family 2013 Non-Exempt Trust.

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July 06, 2023 Filed Jul 7, 2023 20:01 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 1,500 $46.55 $69,825.00
Disclosure

SEC source: 0001517375-23-000087 · wf-form4_168876004904460.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 139,877

F1 · balance_after: After giving effect to the transaction reported herein: (1) 6,198 reported restricted stock units ("RSUs"), which vest in 3 equal quarterly installments beginning on September 1, 2023; (2) 4,167 reported RSUs which vest in 4 equal monthly installments beginning on July 29, 2023; (3) 6,461 reported RSUs which vest in 7 equal quarterly installments beginning on September 1, 2023; (4) 24,103 reported RSUs which vest in 11 equal quarterly installments beginning on September 1, 2023; and (5) 40,631 reported RSUs of which 25% will vest on March 1, 2024 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2024. 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 05, 2023 Filed Jul 6, 2023 20:02 UTC SaleClass A Common Stock 4,544 $46.43 $210,987.01
Disclosure

SEC source: 0001517375-23-000086 · wf-form4_168867371395193.xml · nonDerivative · entry 2

Barretto Ryan Paul · CIK 0001791914 · President

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 254,175

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.09 to $46.76 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: (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) 194,175 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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July 05, 2023 Filed Jul 6, 2023 20:02 UTC SaleClass A Common Stock 6,656 $45.55 $303,194.11
Disclosure

SEC source: 0001517375-23-000086 · wf-form4_168867371395193.xml · nonDerivative · entry 1

Barretto Ryan Paul · CIK 0001791914 · President

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 258,719

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.06 to $46.01 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: (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) 194,175 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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June 30, 2023 Filed Jul 5, 2023 20:01 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 424 $47.12 $19,977.18
Disclosure

SEC source: 0001517375-23-000085 · wf-form4_168858725420114.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 141,377

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: (1) 6,198 reported RSUs, which vest in 3 equal quarterly installments beginning on September 1, 2023; (2) 4,167 reported RSUs which vest in 4 equal monthly installments beginning on July 29, 2023; (3) 6,461 reported RSUs which vest in 7 equal quarterly installments beginning on September 1, 2023; (4) 24,103 reported RSUs which vest in 11 equal quarterly installments beginning on September 1, 2023; and (5) 40,631 reported RSUs of which 25% will vest on March 1, 2024 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2024. 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 30, 2023 Filed Aug 7, 2023 20:02 UTC GrantClass A Common Stock 432 $39.24 $16,949.95
Disclosure

SEC source: 0001517375-23-000097 · wf-form4_169143850667361.xml · nonDerivative · entry 1

Barretto Ryan Paul · CIK 0001791914 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 481,335

F1 · kind: Shares purchased pursuant to the Issuer's 2019 Employee Stock Purchase Plan ("ESPP"), for the purchase period of April 1, 2023 through June 30, 2023. This transaction is exempt from Rule16b-3(d) and Rule16b-3(c). In accordance with the ESPP, 431.555 shares were purchased at a price equal to 85% of the closing price of Issuer's Class A Common Stock on June 30, 2023. The ESPP provides for the purchase of fractional shares. The numbers reported herein are rounded to the nearest whole number.

F2 · balance_after: The total reported in Column 5 includes: (1) 22,500 reported Restricted Stock Units ("RSUs") which vest in 4 equal quarterly installments beginning on September 1, 2023; (2) 45,000 reported RSUs which vest in 6 equal quarterly installments beginning on September 1, 2023; (3) 26,250 reported RSUs which vest in 7 equal quarterly installments beginning on September 1, 2023; (4) 67,500 reported RSUs which vest in 9 equal quarterly installments beginning on September 1, 2023; (5) 41,250 reported RSUs which vest in 11 equal quarterly installments beginning on September 1, 2023; (6) 120,000 reported RSUs of which 25% will vest on March 1, 2024, with the remaining portion vesting in 12 equal quarterly installments beginning on June 1, 2024; and (7) 60,134 reported RSUs of which 25% will vest on March 1, 2024, with the remaining portion vesting in 12 equal quarterly installments beginning on June 1, 2024.

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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June 08, 2023 Filed Jun 9, 2023 20:04 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass B Common Stock · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000084 · wf-form4_168634103335744.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: 2,456,471

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: Following the transactions reported herein, this represents (i) 1,701,471 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 08, 2023 Filed Jun 9, 2023 20:04 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 6,609 $48.00 $317,251.83
Disclosure

SEC source: 0001517375-23-000084 · wf-form4_168634103335744.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 $47.78 to $48.21 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: Following the transactions reported herein, this represents (i) 1,701,471 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 08, 2023 Filed Jun 9, 2023 20:04 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 13,391 $47.38 $634,519.14
Disclosure

SEC source: 0001517375-23-000084 · wf-form4_168634103335744.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: 6,609

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.78 to $47.76 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: Following the transactions reported herein, this represents (i) 1,701,471 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 08, 2023 Filed Jun 9, 2023 20:04 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000084 · wf-form4_168634103335744.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: Following the transactions reported herein, this represents (i) 1,701,471 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, 2023 Filed Jun 7, 2023 20:57 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 1,500 $43.52 $65,280.00
Disclosure

SEC source: 0001517375-23-000083 · wf-form4_168617145603411.xml · nonDerivative · entry 2

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 141,801

F3 · kind: This transaction occurred under a 10b5-1 plan adopted by the Reporting Person on August 5, 2022.

F2 · balance_after: After giving effect to the transactions reported herein: (1) 6,198 reported RSUs, which vest in 3 equal quarterly installments beginning on September 1, 2023; (2) 5,209 reported RSUs which vest in 5 equal monthly installments beginning on June 29, 2023; (3) 6,461 reported RSUs which vest in 7 equal quarterly installments beginning on September 1, 2023; (4) 24,103 reported RSUs which vest in 11 equal quarterly installments beginning on September 1, 2023; and (5) 40,631 reported RSUs of which 25% will vest on March 1, 2024 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2024. 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 05, 2023 Filed Jun 6, 2023 20:12 UTC SaleClass A Common Stock 10,139 $43.89 $444,990.57
Disclosure

SEC source: 0001517375-23-000082 · wf-form4_168608231386008.xml · nonDerivative · entry 1

Barretto Ryan Paul · CIK 0001791914 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 480,903

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: The total reported in Column 5 includes: (1) 22,500 reported RSUs which vest in 4 equal quarterly installments beginning on September 1, 2023; (2) 45,000 reported RSUs which vest in 6 equal quarterly installments beginning on September 1, 2023; (3) 26,250 reported RSUs which vest in 7 equal quarterly installments beginning on September 1, 2023; (4) 67,500 reported RSUs which vest in 9 equal quarterly installments beginning on September 1, 2023; (5) 41,250 reported RSUs which vest in 11 equal quarterly installments beginning on September 1, 2023; (6) 120,000 reported RSUs of which 25% will vest on March 1, 2024, with the remaining portion vesting in 12 equal quarterly installments beginning on June 1, 2024; and (7) 60,134 reported RSUs of which 25% will vest on March 1, 2024, with the remaining portion vesting in 12 equal quarterly installments beginning on June 1, 2024.

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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June 05, 2023 Filed Jun 6, 2023 20:01 UTC
Rankin Aaron Edward FrederickDirector · Chief Technology Officer · 10% owner
SaleClass A Common Stock 1,212 $43.89 $53,193.47
Disclosure

SEC source: 0001517375-23-000080 · wf-form4_168608169169473.xml · nonDerivative · entry 1

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · Chief Technology Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,600

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: This total reported in column 5 includes: (1) 4,132 reported RSUs which vest in 3 equal quarterly installments beginning on September 1, 2023; (2) 4,307 reported RSUs which vest in 7 equal quarterly installments beginning on September 1, 2023; (3) 11,283 reported RSUs which vest in 11 equal quarterly installments beginning on September 1, 2023; and (4) 16,253 reported RSUs of which 25% will vest on March 1, 2024 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2024. 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 05, 2023 Filed Jun 7, 2023 20:57 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 2,497 $43.89 $109,590.83
Disclosure

SEC source: 0001517375-23-000083 · wf-form4_168617145603411.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 143,301

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 transactions reported herein: (1) 6,198 reported RSUs, which vest in 3 equal quarterly installments beginning on September 1, 2023; (2) 5,209 reported RSUs which vest in 5 equal monthly installments beginning on June 29, 2023; (3) 6,461 reported RSUs which vest in 7 equal quarterly installments beginning on September 1, 2023; (4) 24,103 reported RSUs which vest in 11 equal quarterly installments beginning on September 1, 2023; and (5) 40,631 reported RSUs of which 25% will vest on March 1, 2024 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2024. 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 02, 2023 Filed Jun 5, 2023 22:46 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
Tax withholdingClass A Common Stock 6,264 $43.14 $270,228.96
Disclosure

SEC source: 0001517375-23-000079 · wf-form4_168600519787095.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: 328,957

F1 · balance_after: The total reported in column 5 includes: (1) 24,792 reported Restricted Stock Units ("RSUs") which vest in 3 equal quarterly installments beginning on September 1, 2023; (2) 25,843 reported RSUs which vest in 7 equal quarterly installments beginning on September 1, 2023; (3) 67,693 reported RSUs which vest in 11 equal quarterly installments beginning on September 1, 2023; and (4) 113,766 reported RSUs of which 25% will vest on March 1, 2024 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2024. 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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May 22, 2023 Filed May 24, 2023 20:07 UTC GrantClass A Common Stock 3,895 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000078 · wf-form4_168495882670613.xml · nonDerivative · entry 1

BARRIS PETER J · CIK 0001005561 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,873

F1 · balance_after: The total reported in column 5 includes: 3,895 newly 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.

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May 22, 2023 Filed May 24, 2023 20:06 UTC GrantClass A Common Stock 3,895 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000077 · wf-form4_168495875809602.xml · nonDerivative · entry 1

Stanley William Thomas · CIK 0001867580 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,737

F1 · balance_after: The total reported in column 5 includes: (1) 3,895 reported 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; and (2) 1,174 reported RSUs which vest in 5 equal quarterly installments beginning on June 16, 2023. 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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May 22, 2023 Filed May 24, 2023 20:05 UTC
Walker KarenDirector
GrantClass A Common Stock 3,895 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000076 · wf-form4_168495870033077.xml · nonDerivative · entry 1

Walker Karen · CIK 0001642519 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,053

F1 · balance_after: The total reported in column 5 includes: 3,895 newly 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.

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May 22, 2023 Filed May 24, 2023 20:03 UTC GrantClass A Common Stock 3,895 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000075 · wf-form4_168495860939095.xml · nonDerivative · entry 1

MOSKOWITZ RAINA · CIK 0001770899 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,241

F1 · balance_after: The total reported in column 5 includes: (1) 3,895 newly 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; and (2) 1,270 reported RSUs, which vest in 3 equal quarterly installments beginning on June 10, 2023. 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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May 22, 2023 Filed May 24, 2023 20:02 UTC GrantClass A Common Stock 3,895 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000074 · wf-form4_168495855863136.xml · nonDerivative · entry 1

Collins Steven A · CIK 0001544624 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,873

F1 · balance_after: The total reported in column 5 includes: 3,895 newly 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
May 08, 2023 Filed May 10, 2023 20:01 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 1,500 $39.81 $59,715.00
Disclosure

SEC source: 0001517375-23-000064 · wf-form4_168374886871684.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 145,798

F1 · balance_after: After giving effect to the transaction reported herein: (1) 8,264 reported RSUs, which vest in 4 equal quarterly installments beginning on June 1, 2023; (2) 6,250 reported RSUs which vest in 6 equal monthly installments beginning on May 29, 2023; (3) 7,383 reported RSUs which vest in 8 equal quarterly installments beginning on June 1, 2023; (4) 26,294 reported RSUs which vest in 12 equal quarterly installments beginning on June 1, 2023; and (5) 40,631 reported RSUs of which 25% will vest on March 1, 2024 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2024. 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
May 08, 2023 Filed May 10, 2023 20:02 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass B Common Stock · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000065 · wf-form4_168374892973889.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: 2,476,471

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: Following the transactions reported herein, this represents (i) 1,721,471 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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May 08, 2023 Filed May 10, 2023 20:02 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 8,293 $40.43 $335,269.40
Disclosure

SEC source: 0001517375-23-000065 · wf-form4_168374892973889.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 $40.31 to $40.69 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: Following the transactions reported herein, this represents (i) 1,721,471 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
May 08, 2023 Filed May 10, 2023 20:02 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 11,707 $39.93 $467,483.92
Disclosure

SEC source: 0001517375-23-000065 · wf-form4_168374892973889.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: 8,293

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.31 to $40.30 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: Following the transactions reported herein, this represents (i) 1,721,471 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
May 08, 2023 Filed May 10, 2023 20:02 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000065 · wf-form4_168374892973889.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: Following the transactions reported herein, this represents (i) 1,721,471 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
May 02, 2023 Filed May 4, 2023 20:01 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 315 $48.65 $15,324.44
Disclosure

SEC source: 0001517375-23-000063 · wf-form4_168323048594958.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 147,298

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: (1) 8,264 reported RSUs, which vest in 4 equal quarterly installments beginning on June 1, 2023; (2) 6,250 reported RSUs which vest in 6 equal monthly installments beginning on May 29, 2023; (3) 7,383 reported RSUs which vest in 8 equal quarterly installments beginning on June 1, 2023; (4) 26,294 reported RSUs which vest in 12 equal quarterly installments beginning on June 1, 2023; and (5) 40,631 reported RSUs of which 25% will vest on March 1, 2024 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2024. 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
April 10, 2023 Filed Apr 11, 2023 20:01 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass B Common Stock · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000056 · wf-form4_168124330018344.xml · derivative · 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: 2,496,471

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: Following the transactions reported herein, this represents (i) 1,741,471 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
April 10, 2023 Filed Apr 11, 2023 20:01 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 100 $51.82 $5,182.00
Disclosure

SEC source: 0001517375-23-000056 · wf-form4_168124330018344.xml · nonDerivative · 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: 0

F1 · ownership.nature: Following the transactions reported herein, this represents (i) 1,741,471 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
April 10, 2023 Filed Apr 11, 2023 20:01 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 16,565 $51.19 $847,962.35
Disclosure

SEC source: 0001517375-23-000056 · wf-form4_168124330018344.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: 100

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.79 to $51.66 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: Following the transactions reported herein, this represents (i) 1,741,471 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
April 10, 2023 Filed Apr 11, 2023 20:01 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 3,335 $50.46 $168,297.44
Disclosure

SEC source: 0001517375-23-000056 · wf-form4_168124330018344.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: 16,665

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.79 to $50.78 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: Following the transactions reported herein, this represents (i) 1,741,471 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
April 10, 2023 Filed Apr 11, 2023 20:01 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
ConversionClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000056 · wf-form4_168124330018344.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: Following the transactions reported herein, this represents (i) 1,741,471 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
April 06, 2023 Filed Apr 6, 2023 20:01 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 1,500 $53.51 $80,265.00
Disclosure

SEC source: 0001517375-23-000045 · wf-form4_168081127548173.xml · nonDerivative · entry 2

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 147,613

F3 · kind: This transaction occurred under a 10b5-1 plan.

F2 · balance_after: After giving effect to the transactions reported herein, this amount represents: (1) 8,264 reported RSUs, which vest in 4 equal quarterly installments beginning on June 1, 2023; (2) 7,292 reported RSUs which vest in 7 equal monthly installments beginning on April 29, 2023; (3) 7,383 reported RSUs which vest in 8 equal quarterly installments beginning on June 1, 2023; (4) 26,294 reported RSUs which vest in 12 equal quarterly installments beginning on June 1, 2023; and (5) 40,631 reported RSUs of which 25% will vest on March 1, 2024 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2024. 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
April 04, 2023 Filed Apr 6, 2023 20:01 UTC
Del Preto JosephCFO and Treasurer
SaleClass A Common Stock 409 $58.25 $23,825.48
Disclosure

SEC source: 0001517375-23-000045 · wf-form4_168081127548173.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 149,113

F1 · kind: Shares sold pursuant to an irrevocable election made 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 transactions reported herein, this amount represents: (1) 8,264 reported RSUs, which vest in 4 equal quarterly installments beginning on June 1, 2023; (2) 7,292 reported RSUs which vest in 7 equal monthly installments beginning on April 29, 2023; (3) 7,383 reported RSUs which vest in 8 equal quarterly installments beginning on June 1, 2023; (4) 26,294 reported RSUs which vest in 12 equal quarterly installments beginning on June 1, 2023; and (5) 40,631 reported RSUs of which 25% will vest on March 1, 2024 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2024. 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
April 03, 2023 Filed Apr 4, 2023 20:14 UTC SaleClass A Common Stock 1,125 $59.07 $66,450.38
Disclosure

SEC source: 0001517375-23-000035 · wf-form4_168063924783333.xml · nonDerivative · entry 3

Barretto Ryan Paul · CIK 0001791914 · President

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 265,375

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.88 to $59.58 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) 205,375 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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April 03, 2023 Filed Apr 4, 2023 20:14 UTC SaleClass A Common Stock 1,900 $58.28 $110,722.50
Disclosure

SEC source: 0001517375-23-000035 · wf-form4_168063924783333.xml · nonDerivative · entry 2

Barretto Ryan Paul · CIK 0001791914 · President

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 266,500

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.85 to $58.83 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) 205,375 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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April 03, 2023 Filed Apr 4, 2023 20:14 UTC SaleClass A Common Stock 2,575 $57.26 $147,444.50
Disclosure

SEC source: 0001517375-23-000035 · wf-form4_168063924783333.xml · nonDerivative · entry 1

Barretto Ryan Paul · CIK 0001791914 · President

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 268,400

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.85 to $57.76 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) 205,375 shares of Issuer Class A Common Stock held by the Ryan Paul Barretto Revocable Trust, of which Mr. Barretto serves as the sole trustee.

Read SEC document
March 29, 2023 Filed Mar 31, 2023 20:02 UTC GrantClass A Common Stock 180,134 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000031 · wf-form4_168029293669528.xml · nonDerivative · entry 1

Barretto Ryan Paul · CIK 0001791914 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 491,042

F1 · balance_after: The total reported in Column 5 includes: (1) 28,125 reported Restricted Stock Units ("RSUs") which vest in 5 equal quarterly installments beginning on June 1, 2023; (2) 52,500 reported RSUs which vest in 7 equal quarterly installments beginning on June 1, 2023; (3) 30,000 reported RSUs which vest in 8 equal quarterly installments beginning on June 1, 2023; (4) 75,000 reported RSUs which vest in 10 equal quarterly installments beginning on June 1, 2023; (5) 45,000 reported RSUs which vest in 12 equal quarterly installments beginning on June 1, 2023; (6) 120,000 newly granted RSUs, of which 25% will vest on March 1, 2024, with the remaining portion vesting in 12 equal quarterly installments beginning on June 1, 2024; and (7) 60,134 newly granted RSUs, of which 25% will vest on March 1, 2024, with the remaining portion vesting in 12 equal quarterly installments beginning on June 1, 2024.

F2 · balance_after: 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
March 29, 2023 Filed Mar 31, 2023 20:06 UTC
Del Preto JosephCFO and Treasurer
GrantClass A Common Stock 40,631 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000034 · wf-form4_168029315476766.xml · nonDerivative · entry 1

Del Preto Joseph · CIK 0001372274 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 149,522

F1 · balance_after: This total reported in column 5 includes: (1) 8,264 reported Restricted Stock Units ("RSUs"), which vest in 4 equal quarterly installments beginning on June 1, 2023; (2) 7,292 reported RSUs which vest in 7 equal monthly installments beginning on April 29, 2023; (3) 7,383 reported RSUs which vest in 8 equal quarterly installments beginning on June 1, 2023; (4) 26,294 reported RSUs which vest in 12 equal quarterly installments beginning on June 1, 2023; and (5) 40,631 newly granted RSUs of which 25% will vest on March 1, 2024 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2024. 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
March 29, 2023 Filed Mar 31, 2023 20:04 UTC
Howard Justyn RussellDirector · Chairman and CEO · 10% owner
GrantClass A Common Stock 113,766 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000033 · wf-form4_168029307859753.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: 335,221

F1 · balance_after: The total reported in column 5 includes: (1) 33,056 reported Restricted Stock Units ("RSUs") of which vest in 4 equal quarterly installments beginning on June 1, 2023; (2) 29,535 reported RSUs which vest in 8 equal quarterly installments beginning on June 1, 2023; (3) 73,847 reported RSUs which vest in 12 equal quarterly installments beginning on June 1, 2023; and (3) 113,766 newly granted RSUs of which 25% will vest on March 1, 2024 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2024. 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
March 29, 2023 Filed Mar 31, 2023 20:03 UTC
Rankin Aaron Edward FrederickDirector · Chief Technology Officer · 10% owner
GrantClass A Common Stock 16,253 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000032 · wf-form4_168029299726615.xml · nonDerivative · entry 1

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · Chief Technology Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,812

F1 · balance_after: This total reported in column 5 includes: (1) 5,509 reported Restricted Stock Units ("RSUs") which vest in 4 equal quarterly installments beginning on June 1, 2023; (2) 4,922 reported RSUs which vest in 8 equal quarterly installments beginning on June 1, 2023; (3) 12,308 reported RSUs which vest in 12 equal quarterly installments beginning on June 1, 2023; and (4) 16,253 newly granted RSUs of which 25% will vest on March 1, 2024 with the remaining RSUs vesting in 12 equal quarterly installments beginning on June 1, 2024. 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
March 14, 2023 Filed Mar 15, 2023 20:01 UTC
Rankin Aaron Edward FrederickDirector · Chief Technology Officer · 10% owner
ConversionClass B Common Stock · Derivative 5,450 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000030 · wf-form4_167891045376868.xml · derivative · entry 10

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 2,812,705

Underlying: Class A Common Stock · 5,450 shares

Expires not disclosed

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

F7 · derivative.exercise_price: 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.

F7 · 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.

F7 · 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: Following the transactions reported herein, this represents (i) 739,812 shares of Class B common stock held by the Aaron Edward Frederick Rankin Revocable Trust, of which Mr. Rankin serves as the sole trustee; (ii) 1,250,962 shares of Class B common stock held by the Rankin Family 2013 Trust, of which Yeming Shi Rankin, Mr. Rankin's spouse, serves as the sole trustee; and (iii) 821,931 shares of Class B common stock held by the Rankin Family 2013 Non-Exempt Trust, of which Yeming Shi Rankin serves as the sole trustee. Yeming Shi Rankin may be deemed to have sole voting and dispositive power with respect to the Class B common stock held by, each of the Rankin Family 2013 Trust and the Rankin Family 2013 Non-Exempt Trust.

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March 14, 2023 Filed Mar 15, 2023 20:01 UTC
Rankin Aaron Edward FrederickDirector · Chief Technology Officer · 10% owner
SaleClass A Common Stock 5,450 $60.00 $327,000.00
Disclosure

SEC source: 0001517375-23-000030 · wf-form4_167891045376868.xml · nonDerivative · entry 7

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · ownership.nature: Following the transactions reported herein, this represents (i) 739,812 shares of Class B common stock held by the Aaron Edward Frederick Rankin Revocable Trust, of which Mr. Rankin serves as the sole trustee; (ii) 1,250,962 shares of Class B common stock held by the Rankin Family 2013 Trust, of which Yeming Shi Rankin, Mr. Rankin's spouse, serves as the sole trustee; and (iii) 821,931 shares of Class B common stock held by the Rankin Family 2013 Non-Exempt Trust, of which Yeming Shi Rankin serves as the sole trustee. Yeming Shi Rankin may be deemed to have sole voting and dispositive power with respect to the Class B common stock held by, each of the Rankin Family 2013 Trust and the Rankin Family 2013 Non-Exempt Trust.

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March 14, 2023 Filed Mar 15, 2023 20:01 UTC
Rankin Aaron Edward FrederickDirector · Chief Technology Officer · 10% owner
ConversionClass A Common Stock 5,450 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000030 · wf-form4_167891045376868.xml · nonDerivative · entry 6

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 5,450

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: Following the transactions reported herein, this represents (i) 739,812 shares of Class B common stock held by the Aaron Edward Frederick Rankin Revocable Trust, of which Mr. Rankin serves as the sole trustee; (ii) 1,250,962 shares of Class B common stock held by the Rankin Family 2013 Trust, of which Yeming Shi Rankin, Mr. Rankin's spouse, serves as the sole trustee; and (iii) 821,931 shares of Class B common stock held by the Rankin Family 2013 Non-Exempt Trust, of which Yeming Shi Rankin serves as the sole trustee. Yeming Shi Rankin may be deemed to have sole voting and dispositive power with respect to the Class B common stock held by, each of the Rankin Family 2013 Trust and the Rankin Family 2013 Non-Exempt Trust.

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March 13, 2023 Filed Mar 15, 2023 20:01 UTC
Rankin Aaron Edward FrederickDirector · Chief Technology Officer · 10% owner
ConversionClass B Common Stock · Derivative 4,500 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000030 · wf-form4_167891045376868.xml · derivative · entry 9

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 2,818,155

Underlying: Class A Common Stock · 4,500 shares

Expires not disclosed

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

F7 · derivative.exercise_price: 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.

F7 · 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.

F7 · 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: Following the transactions reported herein, this represents (i) 739,812 shares of Class B common stock held by the Aaron Edward Frederick Rankin Revocable Trust, of which Mr. Rankin serves as the sole trustee; (ii) 1,250,962 shares of Class B common stock held by the Rankin Family 2013 Trust, of which Yeming Shi Rankin, Mr. Rankin's spouse, serves as the sole trustee; and (iii) 821,931 shares of Class B common stock held by the Rankin Family 2013 Non-Exempt Trust, of which Yeming Shi Rankin serves as the sole trustee. Yeming Shi Rankin may be deemed to have sole voting and dispositive power with respect to the Class B common stock held by, each of the Rankin Family 2013 Trust and the Rankin Family 2013 Non-Exempt Trust.

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March 13, 2023 Filed Mar 15, 2023 20:01 UTC
Rankin Aaron Edward FrederickDirector · Chief Technology Officer · 10% owner
SaleClass A Common Stock 200 $56.14 $11,228.20
Disclosure

SEC source: 0001517375-23-000030 · wf-form4_167891045376868.xml · nonDerivative · entry 5

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.09 to $56.26 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: Following the transactions reported herein, this represents (i) 739,812 shares of Class B common stock held by the Aaron Edward Frederick Rankin Revocable Trust, of which Mr. Rankin serves as the sole trustee; (ii) 1,250,962 shares of Class B common stock held by the Rankin Family 2013 Trust, of which Yeming Shi Rankin, Mr. Rankin's spouse, serves as the sole trustee; and (iii) 821,931 shares of Class B common stock held by the Rankin Family 2013 Non-Exempt Trust, of which Yeming Shi Rankin serves as the sole trustee. Yeming Shi Rankin may be deemed to have sole voting and dispositive power with respect to the Class B common stock held by, each of the Rankin Family 2013 Trust and the Rankin Family 2013 Non-Exempt Trust.

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March 13, 2023 Filed Mar 15, 2023 20:01 UTC
Rankin Aaron Edward FrederickDirector · Chief Technology Officer · 10% owner
SaleClass A Common Stock 2,050 $55.41 $113,586.40
Disclosure

SEC source: 0001517375-23-000030 · wf-form4_167891045376868.xml · nonDerivative · entry 4

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 200

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.01 to $55.85 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: Following the transactions reported herein, this represents (i) 739,812 shares of Class B common stock held by the Aaron Edward Frederick Rankin Revocable Trust, of which Mr. Rankin serves as the sole trustee; (ii) 1,250,962 shares of Class B common stock held by the Rankin Family 2013 Trust, of which Yeming Shi Rankin, Mr. Rankin's spouse, serves as the sole trustee; and (iii) 821,931 shares of Class B common stock held by the Rankin Family 2013 Non-Exempt Trust, of which Yeming Shi Rankin serves as the sole trustee. Yeming Shi Rankin may be deemed to have sole voting and dispositive power with respect to the Class B common stock held by, each of the Rankin Family 2013 Trust and the Rankin Family 2013 Non-Exempt Trust.

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March 13, 2023 Filed Mar 15, 2023 20:01 UTC
Rankin Aaron Edward FrederickDirector · Chief Technology Officer · 10% owner
SaleClass A Common Stock 200 $56.14 $11,227.20
Disclosure

SEC source: 0001517375-23-000030 · wf-form4_167891045376868.xml · nonDerivative · entry 3

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 2,250

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.09 to $56.24 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.

F1 · ownership.nature: Following the transactions reported herein, this represents (i) 739,812 shares of Class B common stock held by the Aaron Edward Frederick Rankin Revocable Trust, of which Mr. Rankin serves as the sole trustee; (ii) 1,250,962 shares of Class B common stock held by the Rankin Family 2013 Trust, of which Yeming Shi Rankin, Mr. Rankin's spouse, serves as the sole trustee; and (iii) 821,931 shares of Class B common stock held by the Rankin Family 2013 Non-Exempt Trust, of which Yeming Shi Rankin serves as the sole trustee. Yeming Shi Rankin may be deemed to have sole voting and dispositive power with respect to the Class B common stock held by, each of the Rankin Family 2013 Trust and the Rankin Family 2013 Non-Exempt Trust.

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March 13, 2023 Filed Mar 15, 2023 20:01 UTC
Rankin Aaron Edward FrederickDirector · Chief Technology Officer · 10% owner
SaleClass A Common Stock 2,050 $55.45 $113,674.55
Disclosure

SEC source: 0001517375-23-000030 · wf-form4_167891045376868.xml · nonDerivative · entry 2

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 2,450

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.02 to $55.85 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: Following the transactions reported herein, this represents (i) 739,812 shares of Class B common stock held by the Aaron Edward Frederick Rankin Revocable Trust, of which Mr. Rankin serves as the sole trustee; (ii) 1,250,962 shares of Class B common stock held by the Rankin Family 2013 Trust, of which Yeming Shi Rankin, Mr. Rankin's spouse, serves as the sole trustee; and (iii) 821,931 shares of Class B common stock held by the Rankin Family 2013 Non-Exempt Trust, of which Yeming Shi Rankin serves as the sole trustee. Yeming Shi Rankin may be deemed to have sole voting and dispositive power with respect to the Class B common stock held by, each of the Rankin Family 2013 Trust and the Rankin Family 2013 Non-Exempt Trust.

Read SEC document
March 13, 2023 Filed Mar 15, 2023 20:01 UTC
Rankin Aaron Edward FrederickDirector · Chief Technology Officer · 10% owner
ConversionClass A Common Stock 4,500 $0.00 $0.00
Disclosure

SEC source: 0001517375-23-000030 · wf-form4_167891045376868.xml · nonDerivative · entry 1

Rankin Aaron Edward Frederick · CIK 0001791946 · Director · Chief Technology Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 4,500

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

F1 · ownership.nature: Following the transactions reported herein, this represents (i) 739,812 shares of Class B common stock held by the Aaron Edward Frederick Rankin Revocable Trust, of which Mr. Rankin serves as the sole trustee; (ii) 1,250,962 shares of Class B common stock held by the Rankin Family 2013 Trust, of which Yeming Shi Rankin, Mr. Rankin's spouse, serves as the sole trustee; and (iii) 821,931 shares of Class B common stock held by the Rankin Family 2013 Non-Exempt Trust, of which Yeming Shi Rankin serves as the sole trustee. Yeming Shi Rankin may be deemed to have sole voting and dispositive power with respect to the Class B common stock held by, each of the Rankin Family 2013 Trust and the Rankin Family 2013 Non-Exempt Trust.

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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.