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STEM

STEM, INC.

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Tapewire entity
7172
SEC CIK
0001758766
Parsed reports
395

Last 12 months

Inside the activity.

0 purchase rows · 16 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202500
Jan 202600
Feb 202601
Mar 202608
Apr 202600
May 202600
Jun 202600
Jul 202605
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 07, 2026 Filed Aug 12, 2026 01:21 UTC Exercise / conversionRestricted Stock Unit · Derivative 7,486 $0.00 $0.00
Disclosure

SEC source: 0002062155-26-000002 · wk-form4_1786497687.xml · derivative · entry 2

Guruswamy Vasudevan · CIK 0002062155 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 7,486 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

F2 · derivative.exercise_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

F2 · derivative.expiration_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

Read SEC document
August 07, 2026 Filed Aug 12, 2026 01:21 UTC Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 7,486 Not disclosed Not disclosed
Disclosure

SEC source: 0002062155-26-000002 · wk-form4_1786497687.xml · nonDerivative · entry 1

Guruswamy Vasudevan · CIK 0002062155 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,597

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

F1 · price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

Read SEC document
August 07, 2026 Filed Aug 12, 2026 01:21 UTC Exercise / conversionRestricted Stock Unit · Derivative 7,486 $0.00 $0.00
Disclosure

SEC source: 0001861916-26-000002 · wk-form4_1786497694.xml · derivative · entry 3

Tammineedi Anil · CIK 0001861916 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 7,486 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

F3 · derivative.exercise_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

F3 · derivative.expiration_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

Read SEC document
August 07, 2026 Filed Aug 12, 2026 01:21 UTC Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 7,486 Not disclosed Not disclosed
Disclosure

SEC source: 0001861916-26-000002 · wk-form4_1786497694.xml · nonDerivative · entry 1

Tammineedi Anil · CIK 0001861916 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,473

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

F1 · price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

Read SEC document
August 07, 2026 Filed Aug 12, 2026 01:21 UTC Exercise / conversionRestricted Stock Unit · Derivative 7,486 $0.00 $0.00
Disclosure

SEC source: 0001183429-26-000003 · wk-form4_1786497680.xml · derivative · entry 2

TYSON LAURA D · CIK 0001183429 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 7,486 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

F2 · derivative.exercise_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

F2 · derivative.expiration_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

Read SEC document
August 07, 2026 Filed Aug 12, 2026 01:21 UTC GrantCommon Stock, Par Value $0.0001 Per Share 7,486 Not disclosed Not disclosed
Disclosure

SEC source: 0001183429-26-000003 · wk-form4_1786497680.xml · nonDerivative · entry 1

TYSON LAURA D · CIK 0001183429 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,473

F1 · price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

Read SEC document
August 07, 2026 Filed Aug 12, 2026 01:21 UTC Exercise / conversionRestricted Stock Unit · Derivative 7,486 $0.00 $0.00
Disclosure

SEC source: 0001244203-26-000004 · wk-form4_1786497713.xml · derivative · entry 4

BUZBY DAVID S · CIK 0001244203 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 7,486 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

F3 · derivative.exercise_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

F3 · derivative.expiration_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

Read SEC document
August 07, 2026 Filed Aug 12, 2026 01:21 UTC Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 7,486 Not disclosed Not disclosed
Disclosure

SEC source: 0001244203-26-000004 · wk-form4_1786497713.xml · nonDerivative · entry 1

BUZBY DAVID S · CIK 0001244203 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,486

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

F1 · price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

Read SEC document
August 07, 2026 Filed Aug 12, 2026 01:21 UTC
Birns Ira MDirector
Exercise / conversionRestricted Stock Unit · Derivative 7,486 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001396673-26-000007 · wk-form4_1786497669.xml · derivative · entry 2

Birns Ira M · CIK 0001396673 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 7,486 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

F2 · derivative.exercise_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

F2 · derivative.expiration_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

Read SEC document
August 07, 2026 Filed Aug 12, 2026 01:21 UTC
Birns Ira MDirector
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 7,486 Not disclosed Not disclosed
Disclosure

SEC source: 0001396673-26-000007 · wk-form4_1786497669.xml · nonDerivative · entry 1

Birns Ira M · CIK 0001396673 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,207

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

F1 · price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

Read SEC document
August 07, 2026 Filed Aug 12, 2026 01:21 UTC Exercise / conversionRestricted Stock Unit · Derivative 7,486 $0.00 $0.00
Disclosure

SEC source: 0001512863-26-000008 · wk-form4_1786497707.xml · derivative · entry 2

Shivram Krishna · CIK 0001512863 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 7,486 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

F2 · derivative.exercise_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

F2 · derivative.expiration_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

Read SEC document
August 07, 2026 Filed Aug 12, 2026 01:21 UTC Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 7,486 Not disclosed Not disclosed
Disclosure

SEC source: 0001512863-26-000008 · wk-form4_1786497707.xml · nonDerivative · entry 1

Shivram Krishna · CIK 0001512863 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,597

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

F1 · price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

Read SEC document
August 07, 2026 Filed Aug 12, 2026 01:21 UTC
Daley AdamDirector
Exercise / conversionRestricted Stock Unit · Derivative 7,486 $0.00 $0.00
Disclosure

SEC source: 0001821227-26-000004 · wk-form4_1786497699.xml · derivative · entry 4

Daley Adam · CIK 0001821227 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 7,486 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

F4 · derivative.exercise_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

F4 · derivative.expiration_date: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.

Read SEC document
August 07, 2026 Filed Aug 12, 2026 01:21 UTC
Daley AdamDirector
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 7,486 Not disclosed Not disclosed
Disclosure

SEC source: 0001821227-26-000004 · wk-form4_1786497699.xml · nonDerivative · entry 1

Daley Adam · CIK 0001821227 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,535

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

F1 · price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

Read SEC document
July 20, 2026 Filed Jul 21, 2026 21:15 UTC
Musfeldt BrianChief Financial Officer
SaleCommon Stock, Par Value $0.0001 Per Share 996 $6.11 $6,085.56
Disclosure

SEC source: 0002081813-26-000004 · wk-form4_1784668506.xml · nonDerivative · entry 2

Musfeldt Brian · CIK 0002081813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,379

F1 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the settlement of PSUs on July 17, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
July 17, 2026 Filed Jul 21, 2026 21:15 UTC
Musfeldt BrianChief Financial Officer
Exercise / conversionPerformance Stock Unit · Derivative 3,375 $0.00 $0.00
Disclosure

SEC source: 0002081813-26-000004 · wk-form4_1784668506.xml · derivative · entry 3

Musfeldt Brian · CIK 0002081813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,375

Underlying: Common Stock, Par Value $0.0001 Per Share · 3,375 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.

F2 · derivative.exercise_price: Each performance stock unit ("PSU") represented a contingent right to receive one share of the Issuer's common stock if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equaled or exceeded $17.60 (the "Performance Metric") during a performance period ending on June 30, 2028 (the "Performance Period").

F3 · derivative.exercise_date: On July 17, 2025, the Reporting Person was granted 6,750 PSUs, 3,375 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

F3 · derivative.expiration_date: On July 17, 2025, the Reporting Person was granted 6,750 PSUs, 3,375 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

Read SEC document
July 17, 2026 Filed Jul 21, 2026 21:15 UTC
Musfeldt BrianChief Financial Officer
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 3,375 $6.26 $21,127.50
Disclosure

SEC source: 0002081813-26-000004 · wk-form4_1784668506.xml · nonDerivative · entry 1

Musfeldt Brian · CIK 0002081813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,375

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

Read SEC document
July 02, 2026 Filed Jul 2, 2026 22:56 UTC
Narayanan ArunChief Executive Officer
SaleCommon Stock, Par Value $0.0001 Per Share 1,996 $7.85 $15,668.60
Disclosure

SEC source: 0002052035-26-000004 · wk-form4_1783032969.xml · nonDerivative · entry 2

Narayanan Arun · CIK 0002052035 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,109

F1 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the settlement of PSUs on June 30, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
July 02, 2026 Filed Jul 2, 2026 22:57 UTC
Laureles Saul R.Chief Legal Officer
SaleCommon Stock, Par Value $0.0001 Per Share 675 $7.85 $5,298.75
Disclosure

SEC source: 0001672864-26-000013 · wk-form4_1783033052.xml · nonDerivative · entry 3

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,525

F1 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the settlement of PSUs on June 30, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
July 02, 2026 Filed Jul 2, 2026 22:57 UTC
Tappin MatthewPresident, Software Products
SaleCommon Stock, Par Value $0.0001 Per Share 996 $7.85 $7,818.60
Disclosure

SEC source: 0001986259-26-000014 · wk-form4_1783033024.xml · nonDerivative · entry 3

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,577

F1 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the settlement of PSUs on June 30, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
July 02, 2026 Filed Jul 2, 2026 22:56 UTC
Carlson Michael JamesPresident, Managed Services
SaleCommon Stock, Par Value $0.0001 Per Share 1,347 $7.85 $10,573.95
Disclosure

SEC source: 0001948274-26-000010 · wk-form4_1783032986.xml · nonDerivative · entry 3

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,861

F1 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the settlement of PSUs on June 30, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:56 UTC
Narayanan ArunChief Executive Officer
Exercise / conversionPerformance Stock Unit · Derivative 8,125 $0.00 $0.00
Disclosure

SEC source: 0002052035-26-000004 · wk-form4_1783032969.xml · derivative · entry 3

Narayanan Arun · CIK 0002052035 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,125

Underlying: Common Stock, Par Value $0.0001 Per Share · 8,125 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.

F2 · derivative.exercise_price: Each performance stock unit ("PSU") represented a contingent right to receive one share of the Issuer's common stock if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equaled or exceeded $17.60 (the "Performance Metric") during a performance period ending on June 30, 2028 (the "Performance Period").

F3 · derivative.exercise_date: On June 30, 2025, the Reporting Person was granted 16,250 PSUs, 8,125 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

F3 · derivative.expiration_date: On June 30, 2025, the Reporting Person was granted 16,250 PSUs, 8,125 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:56 UTC
Narayanan ArunChief Executive Officer
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 8,125 $7.81 $63,456.25
Disclosure

SEC source: 0002052035-26-000004 · wk-form4_1783032969.xml · nonDerivative · entry 1

Narayanan Arun · CIK 0002052035 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,105

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

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:57 UTC
Laureles Saul R.Chief Legal Officer
Exercise / conversionPerformance Stock Unit · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001672864-26-000013 · wk-form4_1783033052.xml · derivative · entry 5

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Stock, Par Value $0.0001 Per Share · 5,000 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.

F2 · derivative.exercise_price: Each performance stock unit ("PSU") represented a contingent right to receive one share of the Issuer's common stock if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equaled or exceeded $17.60 (the "Performance Metric") during a performance period ending on June 30, 2028 (the "Performance Period").

F4 · derivative.exercise_date: On July 28, 2025, the Reporting Person was granted 10,000 PSUs, 5,000 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

F4 · derivative.expiration_date: On July 28, 2025, the Reporting Person was granted 10,000 PSUs, 5,000 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:57 UTC
Laureles Saul R.Chief Legal Officer
Exercise / conversionPerformance Stock Unit · Derivative 2,750 $0.00 $0.00
Disclosure

SEC source: 0001672864-26-000013 · wk-form4_1783033052.xml · derivative · entry 4

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,750

Underlying: Common Stock, Par Value $0.0001 Per Share · 2,750 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.

F2 · derivative.exercise_price: Each performance stock unit ("PSU") represented a contingent right to receive one share of the Issuer's common stock if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equaled or exceeded $17.60 (the "Performance Metric") during a performance period ending on June 30, 2028 (the "Performance Period").

F3 · derivative.exercise_date: On June 30, 2025, the Reporting Person was granted 5,500 PSUs, 2,750 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

F3 · derivative.expiration_date: On June 30, 2025, the Reporting Person was granted 5,500 PSUs, 2,750 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:57 UTC
Laureles Saul R.Chief Legal Officer
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 2,750 $7.81 $21,477.50
Disclosure

SEC source: 0001672864-26-000013 · wk-form4_1783033052.xml · nonDerivative · entry 2

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,200

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

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:57 UTC
Laureles Saul R.Chief Legal Officer
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 5,000 $7.81 $39,050.00
Disclosure

SEC source: 0001672864-26-000013 · wk-form4_1783033052.xml · nonDerivative · entry 1

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,450

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.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:57 UTC
Tappin MatthewPresident, Software Products
Exercise / conversionPerformance Stock Unit · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001986259-26-000014 · wk-form4_1783033024.xml · derivative · entry 5

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Stock, Par Value $0.0001 Per Share · 5,000 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.

F2 · derivative.exercise_price: Each performance stock unit ("PSU") represented a contingent right to receive one share of the Issuer's common stock if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equaled or exceeded $17.60 (the "Performance Metric") during a performance period ending on June 30, 2028 (the "Performance Period").

F4 · derivative.exercise_date: On July 28, 2025, the Reporting Person was granted 10,000 PSUs, 5,000 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

F4 · derivative.expiration_date: On July 28, 2025, the Reporting Person was granted 10,000 PSUs, 5,000 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:57 UTC
Tappin MatthewPresident, Software Products
Exercise / conversionPerformance Stock Unit · Derivative 2,750 $0.00 $0.00
Disclosure

SEC source: 0001986259-26-000014 · wk-form4_1783033024.xml · derivative · entry 4

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,750

Underlying: Common Stock, Par Value $0.0001 Per Share · 2,750 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.

F2 · derivative.exercise_price: Each performance stock unit ("PSU") represented a contingent right to receive one share of the Issuer's common stock if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equaled or exceeded $17.60 (the "Performance Metric") during a performance period ending on June 30, 2028 (the "Performance Period").

F3 · derivative.exercise_date: On June 30, 2025, the Reporting Person was granted 5,500 PSUs, 2,750 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

F3 · derivative.expiration_date: On June 30, 2025, the Reporting Person was granted 5,500 PSUs, 2,750 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:57 UTC
Tappin MatthewPresident, Software Products
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 2,750 $7.81 $21,477.50
Disclosure

SEC source: 0001986259-26-000014 · wk-form4_1783033024.xml · nonDerivative · entry 2

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,573

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

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:57 UTC
Tappin MatthewPresident, Software Products
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 5,000 $7.81 $39,050.00
Disclosure

SEC source: 0001986259-26-000014 · wk-form4_1783033024.xml · nonDerivative · entry 1

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,823

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

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:56 UTC
Carlson Michael JamesPresident, Managed Services
Exercise / conversionPerformance Stock Unit · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001948274-26-000010 · wk-form4_1783032986.xml · derivative · entry 5

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Stock, Par Value $0.0001 Per Share · 5,000 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.

F2 · derivative.exercise_price: Each performance stock unit ("PSU") represented a contingent right to receive one share of the Issuer's common stock if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equaled or exceeded $17.60 (the "Performance Metric") during a performance period ending on June 30, 2028 (the "Performance Period").

F4 · derivative.exercise_date: On July 28, 2025, the Reporting Person was granted 10,000 PSUs, 5,000 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric.

F4 · derivative.expiration_date: On July 28, 2025, the Reporting Person was granted 10,000 PSUs, 5,000 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:56 UTC
Carlson Michael JamesPresident, Managed Services
Exercise / conversionPerformance Stock Unit · Derivative 2,750 $0.00 $0.00
Disclosure

SEC source: 0001948274-26-000010 · wk-form4_1783032986.xml · derivative · entry 4

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,750

Underlying: Common Stock, Par Value $0.0001 Per Share · 2,750 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.

F2 · derivative.exercise_price: Each performance stock unit ("PSU") represented a contingent right to receive one share of the Issuer's common stock if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equaled or exceeded $17.60 (the "Performance Metric") during a performance period ending on June 30, 2028 (the "Performance Period").

F3 · derivative.exercise_date: On June 30, 2025, the Reporting Person was granted 5,500 PSUs, 2,750 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

F3 · derivative.expiration_date: On June 30, 2025, the Reporting Person was granted 5,500 PSUs, 2,750 of which vested on June 30, 2026 following the Issuer's achievement of the Performance Metric during the Performance Period.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:56 UTC
Carlson Michael JamesPresident, Managed Services
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 2,750 $7.81 $21,477.50
Disclosure

SEC source: 0001948274-26-000010 · wk-form4_1783032986.xml · nonDerivative · entry 2

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,208

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

Read SEC document
June 30, 2026 Filed Jul 2, 2026 22:56 UTC
Carlson Michael JamesPresident, Managed Services
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 5,000 $7.81 $39,050.00
Disclosure

SEC source: 0001948274-26-000010 · wk-form4_1783032986.xml · nonDerivative · entry 1

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,458

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

Read SEC document
June 03, 2026 Filed Jun 4, 2026 21:51 UTC GrantRestricted Stock Unit · Derivative 12,168 $0.00 $0.00
Disclosure

SEC source: 0001758766-26-000064 · wk-form4_1780609914.xml · derivative · entry 1

Guruswamy Vasudevan · CIK 0002062155 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,168

Underlying: Common Stock, Par Value $0.0001 Per Share · 12,168 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

F2 · derivative.expiration_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

Read SEC document
June 03, 2026 Filed Jun 4, 2026 21:53 UTC GrantRestricted Stock Unit · Derivative 12,168 $0.00 $0.00
Disclosure

SEC source: 0001758766-26-000065 · wk-form4_1780609995.xml · derivative · entry 1

Tammineedi Anil · CIK 0001861916 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,168

Underlying: Common Stock, Par Value $0.0001 Per Share · 12,168 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

F2 · derivative.expiration_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

Read SEC document
June 03, 2026 Filed Jun 4, 2026 21:55 UTC GrantRestricted Stock Unit · Derivative 12,168 $0.00 $0.00
Disclosure

SEC source: 0001758766-26-000067 · wk-form4_1780610118.xml · derivative · entry 1

TYSON LAURA D · CIK 0001183429 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,168

Underlying: Common Stock, Par Value $0.0001 Per Share · 12,168 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

F2 · derivative.expiration_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

Read SEC document
June 03, 2026 Filed Jun 4, 2026 21:52 UTC GrantRestricted Stock Unit · Derivative 12,168 $0.00 $0.00
Disclosure

SEC source: 0001244203-26-000002 · wk-form4_1780609957.xml · derivative · entry 1

BUZBY DAVID S · CIK 0001244203 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,168

Underlying: Common Stock, Par Value $0.0001 Per Share · 12,168 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

F2 · derivative.expiration_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

Read SEC document
June 03, 2026 Filed Jun 4, 2026 21:52 UTC
Birns Ira MDirector
GrantRestricted Stock Unit · Derivative 12,168 $0.00 $0.00
Disclosure

SEC source: 0001396673-26-000005 · wk-form4_1780609931.xml · derivative · entry 1

Birns Ira M · CIK 0001396673 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,168

Underlying: Common Stock, Par Value $0.0001 Per Share · 12,168 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

F2 · derivative.expiration_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

Read SEC document
June 03, 2026 Filed Jun 4, 2026 21:53 UTC GrantRestricted Stock Unit · Derivative 12,168 $0.00 $0.00
Disclosure

SEC source: 0001512863-26-000004 · wk-form4_1780609978.xml · derivative · entry 1

Shivram Krishna · CIK 0001512863 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,168

Underlying: Common Stock, Par Value $0.0001 Per Share · 12,168 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

F2 · derivative.expiration_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

Read SEC document
June 03, 2026 Filed Jun 4, 2026 21:53 UTC
Daley AdamDirector
GrantRestricted Stock Unit · Derivative 12,168 $0.00 $0.00
Disclosure

SEC source: 0001821227-26-000002 · wk-form4_1780610013.xml · derivative · entry 1

Daley Adam · CIK 0001821227 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,168

Underlying: Common Stock, Par Value $0.0001 Per Share · 12,168 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

F2 · derivative.expiration_date: On June 3, 2026, the Reporting Person was granted 12,168 RSUs vesting 100% on June 3, 2027.

Read SEC document
March 11, 2026 Filed Mar 13, 2026 11:48 UTC
Tappin MatthewPresident, Software Products
SaleCommon Stock, Par Value $0.0001 Per Share 402 $10.83 $4,353.66
Disclosure

SEC source: 0001758766-26-000027 · wk-form4_1773402510.xml · nonDerivative · entry 1

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,823

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 18, 2025.

Read SEC document
March 10, 2026 Filed Mar 10, 2026 21:12 UTC
Narayanan ArunChief Executive Officer
SaleCommon Stock, Par Value $0.0001 Per Share 5,145 $11.12 $57,212.40
Disclosure

SEC source: 0002052035-26-000002 · wk-form4_1773177138.xml · nonDerivative · entry 3

Narayanan Arun · CIK 0002052035 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,980

F2 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the settlement of restricted stock units on March 7, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
March 10, 2026 Filed Mar 10, 2026 21:12 UTC
Laureles Saul R.Chief Legal Officer
SaleCommon Stock, Par Value $0.0001 Per Share 942 $11.12 $10,475.04
Disclosure

SEC source: 0001672864-26-000010 · wk-form4_1773177176.xml · nonDerivative · entry 2

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,450

F2 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the settlement of restricted stock units on March 7, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
March 10, 2026 Filed Mar 10, 2026 21:13 UTC
Tappin MatthewPresident, Software Products
SaleCommon Stock, Par Value $0.0001 Per Share 655 $11.12 $7,283.60
Disclosure

SEC source: 0001986259-26-000012 · wk-form4_1773177191.xml · nonDerivative · entry 2

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,225

F2 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the settlement of restricted stock units on March 7, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
March 10, 2026 Filed Mar 10, 2026 21:12 UTC
Carlson Michael JamesPresident, Managed Services
SaleCommon Stock, Par Value $0.0001 Per Share 2,079 $11.12 $23,118.48
Disclosure

SEC source: 0001948274-26-000008 · wk-form4_1773177154.xml · nonDerivative · entry 2

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,458

F2 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the settlement of restricted stock units on March 7, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
March 07, 2026 Filed Mar 10, 2026 21:12 UTC
Narayanan ArunChief Executive Officer
Exercise / conversionRestricted Stock Unit · Derivative 5,625 $0.00 $0.00
Disclosure

SEC source: 0002052035-26-000002 · wk-form4_1773177138.xml · derivative · entry 5

Narayanan Arun · CIK 0002052035 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,625

Underlying: Common Stock, Par Value $0.0001 Per Share · 5,625 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

F4 · derivative.exercise_date: On January 27, 2025, the reporting person was granted 11,250 RSUs vesting in two near equal annual installments, the first of which vested on March 7, 2026.

F4 · derivative.expiration_date: On January 27, 2025, the reporting person was granted 11,250 RSUs vesting in two near equal annual installments, the first of which vested on March 7, 2026.

Read SEC document
March 07, 2026 Filed Mar 10, 2026 21:12 UTC
Narayanan ArunChief Executive Officer
Exercise / conversionRestricted Stock Unit · Derivative 12,500 $0.00 $0.00
Disclosure

SEC source: 0002052035-26-000002 · wk-form4_1773177138.xml · derivative · entry 4

Narayanan Arun · CIK 0002052035 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common Stock, Par Value $0.0001 Per Share · 12,500 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.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

F3 · derivative.exercise_date: On January 27, 2025, the reporting person was granted 37,500 RSUs vesting in three near equal annual installments, the first of which vested on March 7, 2026.

F3 · derivative.expiration_date: On January 27, 2025, the reporting person was granted 37,500 RSUs vesting in three near equal annual installments, the first of which vested on March 7, 2026.

Read SEC document
March 07, 2026 Filed Mar 10, 2026 21:12 UTC
Narayanan ArunChief Executive Officer
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 5,625 Not disclosed Not disclosed
Disclosure

SEC source: 0002052035-26-000002 · wk-form4_1773177138.xml · nonDerivative · entry 2

Narayanan Arun · CIK 0002052035 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,125

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

F1 · price: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.