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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
March 07, 2026 Filed Mar 10, 2026 21:12 UTC
Narayanan ArunChief Executive Officer
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 12,500 Not disclosed Not disclosed
Disclosure

SEC source: 0002052035-26-000002 · wk-form4_1773177138.xml · nonDerivative · entry 1

Narayanan Arun · CIK 0002052035 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,500

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

Read SEC document
March 07, 2026 Filed Mar 10, 2026 21:12 UTC
Laureles Saul R.Chief Legal Officer
Exercise / conversionRestricted Stock Unit · Derivative 2,916 $0.00 $0.00
Disclosure

SEC source: 0001672864-26-000010 · wk-form4_1773177176.xml · derivative · entry 3

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,918

Underlying: Common Stock, Par Value $0.0001 Per Share · 2,916 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 May 28, 2024, the reporting person was granted 8,750 RSUs vesting in three near equal annual installments, the second of which vested on March 7, 2026.

F3 · derivative.expiration_date: On May 28, 2024, the reporting person was granted 8,750 RSUs vesting in three near equal annual installments, the second of which vested on March 7, 2026.

Read SEC document
March 07, 2026 Filed Mar 10, 2026 21:12 UTC
Laureles Saul R.Chief Legal Officer
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 2,916 Not disclosed Not disclosed
Disclosure

SEC source: 0001672864-26-000010 · wk-form4_1773177176.xml · nonDerivative · entry 1

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,392

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
March 07, 2026 Filed Mar 10, 2026 21:13 UTC
Tappin MatthewPresident, Software Products
Exercise / conversionRestricted Stock Unit · Derivative 1,458 $0.00 $0.00
Disclosure

SEC source: 0001986259-26-000012 · wk-form4_1773177191.xml · derivative · entry 3

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,459

Underlying: Common Stock, Par Value $0.0001 Per Share · 1,458 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.

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

F3 · derivative.expiration_date: On May 28, 2024, the reporting person was granted 4,375 RSUs vesting in three near equal annual installments, the second of which vested on March 7, 2026.

Read SEC document
March 07, 2026 Filed Mar 10, 2026 21:13 UTC
Tappin MatthewPresident, Software Products
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 1,458 Not disclosed Not disclosed
Disclosure

SEC source: 0001986259-26-000012 · wk-form4_1773177191.xml · nonDerivative · entry 1

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,880

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
March 07, 2026 Filed Mar 10, 2026 21:12 UTC
Carlson Michael JamesPresident, Managed Services
Exercise / conversionRestricted Stock Unit · Derivative 3,541 $0.00 $0.00
Disclosure

SEC source: 0001948274-26-000008 · wk-form4_1773177154.xml · derivative · entry 3

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,516

Underlying: Common Stock, Par Value $0.0001 Per Share · 3,541 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 May 28, 2024, the reporting person was granted 10,625 RSUs vesting in three near equal annual installments, the second of which vested on March 7, 2026.

F3 · derivative.expiration_date: On May 28, 2024, the reporting person was granted 10,625 RSUs vesting in three near equal annual installments, the second of which vested on March 7, 2026.

Read SEC document
March 07, 2026 Filed Mar 10, 2026 21:12 UTC
Carlson Michael JamesPresident, Managed Services
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 3,541 Not disclosed Not disclosed
Disclosure

SEC source: 0001948274-26-000008 · wk-form4_1773177154.xml · nonDerivative · entry 1

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,537

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
March 04, 2026 Filed Mar 4, 2026 22:20 UTC
Tappin MatthewPresident, Software Products
SaleCommon Stock, Par Value $0.0001 Per Share 185 $10.00 $1,850.00
Disclosure

SEC source: 0001986259-26-000010 · wk-form4_1772662801.xml · nonDerivative · entry 2

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,422

Read SEC document
March 03, 2026 Filed Mar 4, 2026 22:20 UTC
Laureles Saul R.Chief Legal Officer
SaleCommon Stock, Par Value $0.0001 Per Share 292 $9.67 $2,823.64
Disclosure

SEC source: 0001672864-26-000008 · wk-form4_1772662820.xml · nonDerivative · entry 1

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,476

F1 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the previously reported settlement of restricted stock units on March 1, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
March 03, 2026 Filed Mar 4, 2026 22:20 UTC
Tappin MatthewPresident, Software Products
SaleCommon Stock, Par Value $0.0001 Per Share 300 $9.67 $2,901.00
Disclosure

SEC source: 0001986259-26-000010 · wk-form4_1772662801.xml · nonDerivative · entry 1

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,607

F1 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the previously reported settlement of restricted stock units on March 1, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 00:33 UTC
Laureles Saul R.Chief Legal Officer
Exercise / conversionRestricted Stock Unit · Derivative 904 $0.00 $0.00
Disclosure

SEC source: 0001672864-26-000006 · wk-form4_1772498005.xml · derivative · entry 4

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 904 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.

F5 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 3,617 RSUs vesting in four near equal annual installments, the fourth of which vested on March 1, 2026.

F5 · derivative.expiration_date: On March 1, 2022, the reporting person was granted 3,617 RSUs vesting in four near equal annual installments, the fourth of which vested on March 1, 2026.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 00:33 UTC
Laureles Saul R.Chief Legal Officer
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 904 Not disclosed Not disclosed
Disclosure

SEC source: 0001672864-26-000006 · wk-form4_1772498005.xml · nonDerivative · entry 1

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,768

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
March 01, 2026 Filed Mar 3, 2026 00:32 UTC
Tappin MatthewPresident, Software Products
Exercise / conversionRestricted Stock Unit · Derivative 670 $0.00 $0.00
Disclosure

SEC source: 0001986259-26-000008 · wk-form4_1772497934.xml · derivative · entry 4

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 670 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.

F5 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 2,679 RSUs vesting in four near equal annual installments, the fourth of which vested on March 1, 2026.

F5 · derivative.expiration_date: On March 1, 2022, the reporting person was granted 2,679 RSUs vesting in four near equal annual installments, the fourth of which vested on March 1, 2026.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 00:32 UTC
Tappin MatthewPresident, Software Products
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 670 Not disclosed Not disclosed
Disclosure

SEC source: 0001986259-26-000008 · wk-form4_1772497934.xml · nonDerivative · entry 1

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,907

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
February 26, 2026 Filed Mar 3, 2026 00:32 UTC
Musfeldt BrianChief Financial Officer
GrantPerformance Stock Unit · Derivative 17,200 $0.00 $0.00
Disclosure

SEC source: 0002081813-26-000002 · wk-form4_1772497957.xml · derivative · entry 2

Musfeldt Brian · CIK 0002081813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,200

Underlying: Common Stock, Par Value $0.0001 Per Share · 17,200 shares

Expires not disclosed

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

F3 · derivative.exercise_date: On February 26, 2026, the Reporting Person was granted 17,200 PSUs, a portion of which vests, if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equals or exceeds a stock price target.

F3 · derivative.expiration_date: On February 26, 2026, the Reporting Person was granted 17,200 PSUs, a portion of which vests, if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equals or exceeds a stock price target.

Read SEC document
February 26, 2026 Filed Mar 3, 2026 00:32 UTC
Musfeldt BrianChief Financial Officer
GrantRestricted Stock Unit · Derivative 25,800 $0.00 $0.00
Disclosure

SEC source: 0002081813-26-000002 · wk-form4_1772497957.xml · derivative · entry 1

Musfeldt Brian · CIK 0002081813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,800

Underlying: Common Stock, Par Value $0.0001 Per Share · 25,800 shares

Expires not disclosed

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

F2 · derivative.exercise_date: On February 26, 2026, the Reporting Person was granted 25,800 RSUs vesting in three nearly equal annual installments (33%, 33%, 34%), beginning on March 7, 2027.

F2 · derivative.expiration_date: On February 26, 2026, the Reporting Person was granted 25,800 RSUs vesting in three nearly equal annual installments (33%, 33%, 34%), beginning on March 7, 2027.

Read SEC document
February 26, 2026 Filed Mar 3, 2026 00:34 UTC
Narayanan ArunChief Executive Officer
GrantPerformance Stock Unit · Derivative 38,400 $0.00 $0.00
Disclosure

SEC source: 0001758766-26-000010 · wk-form4_1772498050.xml · derivative · entry 2

Narayanan Arun · CIK 0002052035 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,400

Underlying: Common Stock, Par Value $0.0001 Per Share · 38,400 shares

Expires not disclosed

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

F3 · derivative.exercise_date: On February 26, 2026, the Reporting Person was granted 38,400 PSUs, a portion of which vests, if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equals or exceeds a stock price target.

F3 · derivative.expiration_date: On February 26, 2026, the Reporting Person was granted 38,400 PSUs, a portion of which vests, if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equals or exceeds a stock price target.

Read SEC document
February 26, 2026 Filed Mar 3, 2026 00:34 UTC
Narayanan ArunChief Executive Officer
GrantRestricted Stock Unit · Derivative 57,600 $0.00 $0.00
Disclosure

SEC source: 0001758766-26-000010 · wk-form4_1772498050.xml · derivative · entry 1

Narayanan Arun · CIK 0002052035 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,600

Underlying: Common Stock, Par Value $0.0001 Per Share · 57,600 shares

Expires not disclosed

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

F2 · derivative.exercise_date: On February 26, 2026, the Reporting Person was granted 57,600 RSUs vesting in three nearly equal annual installments (33%, 33%, 34%), beginning on March 7, 2027.

F2 · derivative.expiration_date: On February 26, 2026, the Reporting Person was granted 57,600 RSUs vesting in three nearly equal annual installments (33%, 33%, 34%), beginning on March 7, 2027.

Read SEC document
February 26, 2026 Filed Mar 3, 2026 00:33 UTC
Laureles Saul R.Chief Legal Officer
GrantPerformance Stock Unit · Derivative 12,000 $0.00 $0.00
Disclosure

SEC source: 0001672864-26-000006 · wk-form4_1772498005.xml · derivative · entry 3

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,000

Underlying: Common Stock, Par Value $0.0001 Per Share · 12,000 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit ("RSU") and performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: On February 26, 2026, the Reporting Person was granted 12,000 PSUs, a portion of which vests, if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equals or exceeds a stock price target.

F4 · derivative.expiration_date: On February 26, 2026, the Reporting Person was granted 12,000 PSUs, a portion of which vests, if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equals or exceeds a stock price target.

Read SEC document
February 26, 2026 Filed Mar 3, 2026 00:33 UTC
Laureles Saul R.Chief Legal Officer
GrantRestricted Stock Unit · Derivative 18,000 $0.00 $0.00
Disclosure

SEC source: 0001672864-26-000006 · wk-form4_1772498005.xml · derivative · entry 2

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,000

Underlying: Common Stock, Par Value $0.0001 Per Share · 18,000 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit ("RSU") and performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock.

F3 · derivative.exercise_date: On February 26, 2026, the Reporting Person was granted 18,000 RSUs vesting in three nearly equal annual installments (33%, 33%, 34%), beginning on March 7, 2027.

F3 · derivative.expiration_date: On February 26, 2026, the Reporting Person was granted 18,000 RSUs vesting in three nearly equal annual installments (33%, 33%, 34%), beginning on March 7, 2027.

Read SEC document
February 26, 2026 Filed Mar 3, 2026 00:33 UTC
Carlson Michael JamesPresident, Managed Services
GrantPerformance Stock Unit · Derivative 17,200 $0.00 $0.00
Disclosure

SEC source: 0001948274-26-000006 · wk-form4_1772497982.xml · derivative · entry 2

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,200

Underlying: Common Stock, Par Value $0.0001 Per Share · 17,200 shares

Expires not disclosed

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

F3 · derivative.exercise_date: On February 26, 2026, the Reporting Person was granted 17,200 PSUs, a portion of which vests, if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equals or exceeds a stock price target.

F3 · derivative.expiration_date: On February 26, 2026, the Reporting Person was granted 17,200 PSUs, a portion of which vests, if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equals or exceeds a stock price target.

Read SEC document
February 26, 2026 Filed Mar 3, 2026 00:33 UTC
Carlson Michael JamesPresident, Managed Services
GrantRestricted Stock Unit · Derivative 25,800 $0.00 $0.00
Disclosure

SEC source: 0001948274-26-000006 · wk-form4_1772497982.xml · derivative · entry 1

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,800

Underlying: Common Stock, Par Value $0.0001 Per Share · 25,800 shares

Expires not disclosed

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

F2 · derivative.exercise_date: On February 26, 2026, the Reporting Person was granted 25,800 RSUs vesting in three nearly equal annual installments (33%, 33%, 34%), beginning on March 7, 2027.

F2 · derivative.expiration_date: On February 26, 2026, the Reporting Person was granted 25,800 RSUs vesting in three nearly equal annual installments (33%, 33%, 34%), beginning on March 7, 2027.

Read SEC document
February 26, 2026 Filed Mar 3, 2026 00:32 UTC
Tappin MatthewPresident, Software Products
GrantPerformance Stock Unit · Derivative 17,200 $0.00 $0.00
Disclosure

SEC source: 0001986259-26-000008 · wk-form4_1772497934.xml · derivative · entry 3

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,200

Underlying: Common Stock, Par Value $0.0001 Per Share · 17,200 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit ("RSU") and performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: On February 26, 2026, the Reporting Person was granted 17,200 PSUs, a portion of which vests, if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equals or exceeds a stock price target.

F4 · derivative.expiration_date: On February 26, 2026, the Reporting Person was granted 17,200 PSUs, a portion of which vests, if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equals or exceeds a stock price target.

Read SEC document
February 26, 2026 Filed Mar 3, 2026 00:32 UTC
Tappin MatthewPresident, Software Products
GrantRestricted Stock Unit · Derivative 25,800 $0.00 $0.00
Disclosure

SEC source: 0001986259-26-000008 · wk-form4_1772497934.xml · derivative · entry 2

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,800

Underlying: Common Stock, Par Value $0.0001 Per Share · 25,800 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit ("RSU") and performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock.

F3 · derivative.exercise_date: On February 26, 2026, the Reporting Person was granted 25,800 RSUs vesting in three nearly equal annual installments (33%, 33%, 34%), beginning on March 7, 2027.

F3 · derivative.expiration_date: On February 26, 2026, the Reporting Person was granted 25,800 RSUs vesting in three nearly equal annual installments (33%, 33%, 34%), beginning on March 7, 2027.

Read SEC document
February 20, 2026 Filed Feb 23, 2026 22:50 UTC
Tappin MatthewPresident, Software Products
SaleCommon Stock, Par Value $0.0001 Per Share 366 $11.40 $4,172.40
Disclosure

SEC source: 0001986259-26-000006 · wk-form4_1771887014.xml · nonDerivative · entry 1

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,237

Read SEC document
February 19, 2026 Filed Feb 19, 2026 22:42 UTC
Laureles Saul R.Chief Legal Officer
Tax withholdingCommon Stock, Par Value $0.0001 Per Share 536 $11.30 $6,056.80
Disclosure

SEC source: 0001672864-26-000004 · wk-form4_1771540961.xml · nonDerivative · entry 1

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,864

F1 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the previously reported settlement of restricted stock units on February 15, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
February 19, 2026 Filed Feb 19, 2026 22:42 UTC
Tappin MatthewPresident, Software Products
Tax withholdingCommon Stock, Par Value $0.0001 Per Share 522 $11.30 $5,898.60
Disclosure

SEC source: 0001986259-26-000004 · wk-form4_1771540975.xml · nonDerivative · entry 1

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,603

F1 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the previously reported settlement of restricted stock units on February 15, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
February 19, 2026 Filed Feb 19, 2026 22:42 UTC
Carlson Michael JamesPresident, Managed Services
Tax withholdingCommon Stock, Par Value $0.0001 Per Share 730 $11.30 $8,249.00
Disclosure

SEC source: 0001948274-26-000004 · wk-form4_1771540929.xml · nonDerivative · entry 1

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,996

F1 · kind: Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the previously reported settlement of restricted stock units on February 15, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.

Read SEC document
February 15, 2026 Filed Feb 19, 2026 01:16 UTC
Laureles Saul R.Chief Legal Officer
Exercise / conversionRestricted Stock Unit · Derivative 1,790 $0.00 $0.00
Disclosure

SEC source: 0001672864-26-000002 · wk-form4_1771463758.xml · derivative · entry 2

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 1,790 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 February 15, 2023 the reporting person was granted 5,263 RSUs vesting in three equal annual installments, the third of which vested on February 15, 2026.

F2 · derivative.expiration_date: On February 15, 2023 the reporting person was granted 5,263 RSUs vesting in three equal annual installments, the third of which vested on February 15, 2026.

Read SEC document
February 15, 2026 Filed Feb 19, 2026 01:16 UTC
Laureles Saul R.Chief Legal Officer
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 1,790 Not disclosed Not disclosed
Disclosure

SEC source: 0001672864-26-000002 · wk-form4_1771463758.xml · nonDerivative · entry 1

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,400

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
February 15, 2026 Filed Feb 19, 2026 01:17 UTC
Carlson Michael JamesPresident, Managed Services
Exercise / conversionRestricted Stock Unit · Derivative 1,342 $0.00 $0.00
Disclosure

SEC source: 0001948274-26-000002 · wk-form4_1771463844.xml · derivative · entry 2

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 1,342 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 February 15, 2023 the reporting person was granted 3,947 RSUs vesting in three equal annual installments, the third of which vested on February 15, 2026.

F2 · derivative.expiration_date: On February 15, 2023 the reporting person was granted 3,947 RSUs vesting in three equal annual installments, the third of which vested on February 15, 2026.

Read SEC document
February 15, 2026 Filed Feb 19, 2026 01:17 UTC
Carlson Michael JamesPresident, Managed Services
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 1,342 Not disclosed Not disclosed
Disclosure

SEC source: 0001948274-26-000002 · wk-form4_1771463844.xml · nonDerivative · entry 1

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,726

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
February 15, 2026 Filed Feb 19, 2026 01:16 UTC
Tappin MatthewPresident, Software Products
Exercise / conversionRestricted Stock Unit · Derivative 1,253 $0.00 $0.00
Disclosure

SEC source: 0001986259-26-000002 · wk-form4_1771463809.xml · derivative · entry 2

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 1,253 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 February 15, 2023 the reporting person was granted 3,684 RSUs vesting in three equal annual installments, the third of which vested on February 15, 2026.

F2 · derivative.expiration_date: On February 15, 2023 the reporting person was granted 3,684 RSUs vesting in three equal annual installments, the third of which vested on February 15, 2026.

Read SEC document
February 15, 2026 Filed Feb 19, 2026 01:16 UTC
Tappin MatthewPresident, Software Products
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 1,253 Not disclosed Not disclosed
Disclosure

SEC source: 0001986259-26-000002 · wk-form4_1771463809.xml · nonDerivative · entry 1

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,125

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
January 05, 2026 Filed Jan 7, 2026 16:50 UTC
Cabot Jeffrey TChief Accounting Officer
GrantStock Option · Derivative 3,500 $0.00 Strike: $18.30 $0.00
Disclosure

SEC source: 0001758766-26-000005 · wk-form4_1767822603.xml · derivative · entry 3

Cabot Jeffrey T · CIK 0001571367 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,500

Underlying: Common Stock, Par Value $0.0001 Per Share · 3,500 shares

Expires 2036-01-05

F4 · derivative.exercise_date: On January 5, 2026, the Reporting Person was granted 3,500 stock options vesting in three nearly equal annual installments (33%,33%, 34%), beginning on March 7, 2027.

Read SEC document
January 05, 2026 Filed Jan 7, 2026 16:50 UTC
Cabot Jeffrey TChief Accounting Officer
GrantPerformance Stock Unit · Derivative 3,500 $0.00 $0.00
Disclosure

SEC source: 0001758766-26-000005 · wk-form4_1767822603.xml · derivative · entry 2

Cabot Jeffrey T · CIK 0001571367 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,500

Underlying: Common Stock, Par Value $0.0001 Per Share · 3,500 shares

Expires not disclosed

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

F3 · derivative.exercise_date: On January 5, 2026, the Reporting Person was granted 3,500 PSUs, a portion of which vests, if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equals or exceeds a stock price target.

F3 · derivative.expiration_date: On January 5, 2026, the Reporting Person was granted 3,500 PSUs, a portion of which vests, if the volume-weighted average price of the Issuer's common stock for any consecutive sixty (60) trading-day period equals or exceeds a stock price target.

Read SEC document
January 05, 2026 Filed Jan 7, 2026 16:50 UTC
Cabot Jeffrey TChief Accounting Officer
GrantRestricted Stock Unit · Derivative 7,000 $0.00 $0.00
Disclosure

SEC source: 0001758766-26-000005 · wk-form4_1767822603.xml · derivative · entry 1

Cabot Jeffrey T · CIK 0001571367 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,000

Underlying: Common Stock, Par Value $0.0001 Per Share · 7,000 shares

Expires not disclosed

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

F2 · derivative.exercise_date: On January 5, 2026, the Reporting Person was granted 7,000 RSUs vesting in three nearly equal annual installments (33%,33%, 34%), beginning on March 7, 2027.

F2 · derivative.expiration_date: On January 5, 2026, the Reporting Person was granted 7,000 RSUs vesting in three nearly equal annual installments (33%,33%, 34%), beginning on March 7, 2027.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 22:31 UTC
Shukla RahulChief Accounting Officer
SaleCommon Stock, Par Value $0.0001 Per Share 3,674 $16.21 $59,555.54
Disclosure

SEC source: 0001900919-25-000007 · wk-form4_1763591492.xml · nonDerivative · entry 1

Shukla Rahul · CIK 0001900919 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
November 11, 2025 Filed Nov 24, 2025 14:21 UTC
Tappin MatthewPresident, Software Products
SaleCommon Stock, Par Value $0.0001 Per Share 9,584 $17.70 $169,636.80
Disclosure

SEC source: 0001986259-25-000007 · wk-form4_1763994088.xml · nonDerivative · entry 1

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,872

Read SEC document
November 10, 2025 Filed Nov 12, 2025 21:24 UTC
Shukla RahulChief Accounting Officer
Tax withholdingCommon Stock, Par Value $0.0001 Per Share 2,076 $18.27 $37,928.52
Disclosure

SEC source: 0001900919-25-000005 · wk-form4_1762982637.xml · nonDerivative · entry 2

Shukla Rahul · CIK 0001900919 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,674

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

Read SEC document
November 10, 2025 Filed Nov 12, 2025 21:23 UTC
Laureles Saul R.Chief Legal Officer
Tax withholdingCommon Stock, Par Value $0.0001 Per Share 3,379 $18.27 $61,734.33
Disclosure

SEC source: 0001672864-25-000007 · wk-form4_1762982619.xml · nonDerivative · entry 2

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,610

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

Read SEC document
November 10, 2025 Filed Nov 12, 2025 21:24 UTC
Tappin MatthewPresident, Software Products
Tax withholdingCommon Stock, Par Value $0.0001 Per Share 5,416 $18.27 $98,950.32
Disclosure

SEC source: 0001986259-25-000005 · wk-form4_1762982670.xml · nonDerivative · entry 2

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,456

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

Read SEC document
November 10, 2025 Filed Nov 12, 2025 21:24 UTC
Carlson Michael JamesPresident, Managed Services
Tax withholdingCommon Stock, Par Value $0.0001 Per Share 6,743 $18.27 $123,194.61
Disclosure

SEC source: 0001948274-25-000005 · wk-form4_1762982652.xml · nonDerivative · entry 2

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,384

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

Read SEC document
November 07, 2025 Filed Nov 12, 2025 21:24 UTC
Shukla RahulChief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 5,750 $0.00 $0.00
Disclosure

SEC source: 0001900919-25-000005 · wk-form4_1762982637.xml · derivative · entry 3

Shukla Rahul · CIK 0001900919 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 5,750 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.

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 October 10, 2024 the reporting person was granted 5,750 RSUs, vesting 100% on November 7, 2025.

F3 · derivative.expiration_date: On October 10, 2024 the reporting person was granted 5,750 RSUs, vesting 100% on November 7, 2025.

Read SEC document
November 07, 2025 Filed Nov 12, 2025 21:24 UTC
Shukla RahulChief Accounting Officer
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 5,750 Not disclosed Not disclosed
Disclosure

SEC source: 0001900919-25-000005 · wk-form4_1762982637.xml · nonDerivative · entry 1

Shukla Rahul · CIK 0001900919 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,750

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

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

Read SEC document
November 07, 2025 Filed Nov 12, 2025 21:23 UTC
Laureles Saul R.Chief Legal Officer
Exercise / conversionRestricted Stock Unit · Derivative 13,750 $0.00 $0.00
Disclosure

SEC source: 0001672864-25-000007 · wk-form4_1762982619.xml · derivative · entry 3

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 13,750 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.

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 November 1, 2024 the reporting person was granted 13,750 RSUs, vesting 100% on November 7, 2025.

F3 · derivative.expiration_date: On November 1, 2024 the reporting person was granted 13,750 RSUs, vesting 100% on November 7, 2025.

Read SEC document
November 07, 2025 Filed Nov 12, 2025 21:23 UTC
Laureles Saul R.Chief Legal Officer
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 13,750 Not disclosed Not disclosed
Disclosure

SEC source: 0001672864-25-000007 · wk-form4_1762982619.xml · nonDerivative · entry 1

Laureles Saul R. · CIK 0001672864 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,989

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
November 07, 2025 Filed Nov 12, 2025 21:24 UTC
Tappin MatthewPresident, Software Products
Exercise / conversionRestricted Stock Unit · Derivative 15,000 $0.00 $0.00
Disclosure

SEC source: 0001986259-25-000005 · wk-form4_1762982670.xml · derivative · entry 3

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 15,000 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.

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 November 1, 2024 the reporting person was granted 15,000 RSUs, vesting 100% on November 7, 2025.

F3 · derivative.expiration_date: On November 1, 2024 the reporting person was granted 15,000 RSUs, vesting 100% on November 7, 2025.

Read SEC document
November 07, 2025 Filed Nov 12, 2025 21:24 UTC
Tappin MatthewPresident, Software Products
Exercise / conversionCommon Stock, Par Value $0.0001 Per Share 15,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001986259-25-000005 · wk-form4_1762982670.xml · nonDerivative · entry 1

Tappin Matthew · CIK 0001986259 · President, Software Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,872

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
November 07, 2025 Filed Nov 12, 2025 21:24 UTC
Carlson Michael JamesPresident, Managed Services
Exercise / conversionRestricted Stock Unit · Derivative 13,750 $0.00 $0.00
Disclosure

SEC source: 0001948274-25-000005 · wk-form4_1762982652.xml · derivative · entry 3

Carlson Michael James · CIK 0001948274 · President, Managed Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, Par Value $0.0001 Per Share · 13,750 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.

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 November 1, 2024 the reporting person was granted 13,750 RSUs, vesting 100% on November 7, 2025.

F3 · derivative.expiration_date: On November 1, 2024 the reporting person was granted 13,750 RSUs, vesting 100% on November 7, 2025.

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.