Last 12 months
Inside the activity.
5 purchase rows · 21 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 8 |
| Dec 2025 | 0 | 4 |
| Jan 2026 | 0 | 2 |
| Feb 2026 | 3 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 2 | 7 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 02, 2024 Filed Dec 5, 2024 00:56 UTC |
McCabe Michael IDirector · Head of Strategy · See remarks
|
ConversionClass A Common Stock | 250,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000096 · wk-form4_1733360177.xml · nonDerivative · entry 3 McCabe Michael I · CIK 0001822880 · Director · Head of Strategy · See remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 250,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: On December 2, 2024, the Reporting Person exchanged 250,000 Class B Units of the Partnership owned through a family trust for 250,000 shares of Class A Common Stock. In connection with the exchange, 250,000 shares of Class B Common Stock were automatically redeemed and cancelled. F3 · shares: On December 2, 2024, the Reporting Person exchanged 250,000 Class B Units of the Partnership owned through a family trust for 250,000 shares of Class A Common Stock. In connection with the exchange, 250,000 shares of Class B Common Stock were automatically redeemed and cancelled. F2 · price: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer are automatically redeemed and cancelled. Read SEC document |
| December 02, 2024 Filed Dec 5, 2024 00:56 UTC |
McCabe Michael IDirector · Head of Strategy · See remarks
|
Disposition to issuerClass B Common Stock | 500,000 | $0.00 | $500.00 |
DisclosureSEC source: 0001796022-24-000096 · wk-form4_1733360177.xml · nonDerivative · entry 2 McCabe Michael I · CIK 0001822880 · Director · Head of Strategy · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,906,142 F1 · kind: On December 2, 2024, the Reporting Person exchanged 500,000 Class B Units of StepStone Group LP (the "Partnership") he owned directly for 500,000 shares of Class A Common Stock. In connection with the exchange, 500,000 shares of Class B Common Stock were automatically redeemed and cancelled. F1 · shares: On December 2, 2024, the Reporting Person exchanged 500,000 Class B Units of StepStone Group LP (the "Partnership") he owned directly for 500,000 shares of Class A Common Stock. In connection with the exchange, 500,000 shares of Class B Common Stock were automatically redeemed and cancelled. Read SEC document |
| December 02, 2024 Filed Dec 5, 2024 00:56 UTC |
McCabe Michael IDirector · Head of Strategy · See remarks
|
ConversionClass A Common Stock | 500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000096 · wk-form4_1733360177.xml · nonDerivative · entry 1 McCabe Michael I · CIK 0001822880 · Director · Head of Strategy · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 690,516 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On December 2, 2024, the Reporting Person exchanged 500,000 Class B Units of StepStone Group LP (the "Partnership") he owned directly for 500,000 shares of Class A Common Stock. In connection with the exchange, 500,000 shares of Class B Common Stock were automatically redeemed and cancelled. F1 · shares: On December 2, 2024, the Reporting Person exchanged 500,000 Class B Units of StepStone Group LP (the "Partnership") he owned directly for 500,000 shares of Class A Common Stock. In connection with the exchange, 500,000 shares of Class B Common Stock were automatically redeemed and cancelled. F2 · price: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer are automatically redeemed and cancelled. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 17:32 UTC |
Sanford Energy, Inc.Former 10% Owner
ARG Private Equity, LLCFormer 10% Owner
ARGO Holdings, LLCFormer 10% Owner
KAISER GEORGE BFormer 10% Owner
Waldo RobertFormer 10% Owner
|
ConversionClass B Units · Derivative | 500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001821971-24-000001 · primary_doc.xml · derivative · entry 4 Sanford Energy, Inc. · CIK 0001821971 · Former 10% Owner ARG Private Equity, LLC · CIK 0001585937 · Former 10% Owner ARGO Holdings, LLC · CIK 0001394221 · Former 10% Owner KAISER GEORGE B · CIK 0001163432 · Former 10% Owner Waldo Robert · CIK 0001728668 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,330,328 Underlying: Class A Common Stock · 500,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: The Class B Units are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer will be automatically redeemed and cancelled. F1 · kind: On December 2, 2024, Sanford Energy, Inc. ("Sanford") exchanged 500,000 Class B Units of StepStone Group LP for 500,000 shares of Class A Common Stock of the Issuer. In connection with the exchange, 500,000 shares of Class B Common Stock were automatically redeemed and cancelled. F5 · price: The Class B Units are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer will be automatically redeemed and cancelled. F5 · derivative.exercise_date: The Class B Units are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer will be automatically redeemed and cancelled. F5 · derivative.expiration_date: The Class B Units are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer will be automatically redeemed and cancelled. F6 · ownership.direct: Sanford directly holds of record 500,000 shares of Class A Common Stock. Sanford beneficially owns an additional 3,330,328 shares of Class A Common Stock as the direct holder of a corresponding number of Class B Units. ARG PE holds a minority interest in Sanford, and Mr. Waldo serves as an advisor to Sanford. Each of Mr. Waldo and Mr. Kaiser disclaims beneficial ownership of the securities reported herein for purposes of Rule 16a-1(a) under the Exchange Act, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 17:32 UTC |
Sanford Energy, Inc.Former 10% Owner
ARG Private Equity, LLCFormer 10% Owner
ARGO Holdings, LLCFormer 10% Owner
KAISER GEORGE BFormer 10% Owner
Waldo RobertFormer 10% Owner
|
ConversionClass A Common Stock | 500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001821971-24-000001 · primary_doc.xml · nonDerivative · entry 2 Sanford Energy, Inc. · CIK 0001821971 · Former 10% Owner ARG Private Equity, LLC · CIK 0001585937 · Former 10% Owner ARGO Holdings, LLC · CIK 0001394221 · Former 10% Owner KAISER GEORGE B · CIK 0001163432 · Former 10% Owner Waldo Robert · CIK 0001728668 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On December 2, 2024, Sanford Energy, Inc. ("Sanford") exchanged 500,000 Class B Units of StepStone Group LP for 500,000 shares of Class A Common Stock of the Issuer. In connection with the exchange, 500,000 shares of Class B Common Stock were automatically redeemed and cancelled. F5 · price: The Class B Units are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer will be automatically redeemed and cancelled. F6 · ownership.direct: Sanford directly holds of record 500,000 shares of Class A Common Stock. Sanford beneficially owns an additional 3,330,328 shares of Class A Common Stock as the direct holder of a corresponding number of Class B Units. ARG PE holds a minority interest in Sanford, and Mr. Waldo serves as an advisor to Sanford. Each of Mr. Waldo and Mr. Kaiser disclaims beneficial ownership of the securities reported herein for purposes of Rule 16a-1(a) under the Exchange Act, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 17:32 UTC |
Sanford Energy, Inc.Former 10% Owner
ARG Private Equity, LLCFormer 10% Owner
ARGO Holdings, LLCFormer 10% Owner
KAISER GEORGE BFormer 10% Owner
Waldo RobertFormer 10% Owner
|
Disposition to issuerClass B Common Stock | 500,000 | $0.00 | $500.00 |
DisclosureSEC source: 0001821971-24-000001 · primary_doc.xml · nonDerivative · entry 1 Sanford Energy, Inc. · CIK 0001821971 · Former 10% Owner ARG Private Equity, LLC · CIK 0001585937 · Former 10% Owner ARGO Holdings, LLC · CIK 0001394221 · Former 10% Owner KAISER GEORGE B · CIK 0001163432 · Former 10% Owner Waldo Robert · CIK 0001728668 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,330,328 F1 · kind: On December 2, 2024, Sanford Energy, Inc. ("Sanford") exchanged 500,000 Class B Units of StepStone Group LP for 500,000 shares of Class A Common Stock of the Issuer. In connection with the exchange, 500,000 shares of Class B Common Stock were automatically redeemed and cancelled. F6 · ownership.direct: Sanford directly holds of record 500,000 shares of Class A Common Stock. Sanford beneficially owns an additional 3,330,328 shares of Class A Common Stock as the direct holder of a corresponding number of Class B Units. ARG PE holds a minority interest in Sanford, and Mr. Waldo serves as an advisor to Sanford. Each of Mr. Waldo and Mr. Kaiser disclaims beneficial ownership of the securities reported herein for purposes of Rule 16a-1(a) under the Exchange Act, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 02, 2024 Filed Dec 5, 2024 00:53 UTC |
Hart Scott WDirector · Chief Executive Officer · See remarks
|
ConversionClass B Units · Derivative | 180,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000094 · wk-form4_1733360024.xml · derivative · entry 9 Hart Scott W · CIK 0001821974 · Director · Chief Executive Officer · See remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,061,782 Underlying: Class A Common Stock · 180,000 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. F6 · derivative.exercise_price: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer are automatically redeemed and cancelled. F1 · kind: On December 2, 2024, the Reporting Person exchanged 180,000 Class B Units of StepStone Group LP (the "Partnership") for 180,000 shares of Class A Common Stock. In connection with the exchange, 180,000 shares of Class B Common Stock were automatically redeemed and cancelled. F1 · shares: On December 2, 2024, the Reporting Person exchanged 180,000 Class B Units of StepStone Group LP (the "Partnership") for 180,000 shares of Class A Common Stock. In connection with the exchange, 180,000 shares of Class B Common Stock were automatically redeemed and cancelled. F6 · price: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer are automatically redeemed and cancelled. F6 · derivative.exercise_date: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer are automatically redeemed and cancelled. F6 · derivative.expiration_date: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer are automatically redeemed and cancelled. Read SEC document |
| December 02, 2024 Filed Dec 5, 2024 00:53 UTC |
Hart Scott WDirector · Chief Executive Officer · See remarks
|
Disposition to issuerClass B Common Stock | 180,000 | $0.00 | $180.00 |
DisclosureSEC source: 0001796022-24-000094 · wk-form4_1733360024.xml · nonDerivative · entry 2 Hart Scott W · CIK 0001821974 · Director · Chief Executive Officer · See remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,061,782 F1 · kind: On December 2, 2024, the Reporting Person exchanged 180,000 Class B Units of StepStone Group LP (the "Partnership") for 180,000 shares of Class A Common Stock. In connection with the exchange, 180,000 shares of Class B Common Stock were automatically redeemed and cancelled. Read SEC document |
| December 02, 2024 Filed Dec 5, 2024 00:53 UTC |
Hart Scott WDirector · Chief Executive Officer · See remarks
|
ConversionClass A Common Stock | 180,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000094 · wk-form4_1733360024.xml · nonDerivative · entry 1 Hart Scott W · CIK 0001821974 · Director · Chief Executive Officer · See remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 180,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On December 2, 2024, the Reporting Person exchanged 180,000 Class B Units of StepStone Group LP (the "Partnership") for 180,000 shares of Class A Common Stock. In connection with the exchange, 180,000 shares of Class B Common Stock were automatically redeemed and cancelled. F1 · price: On December 2, 2024, the Reporting Person exchanged 180,000 Class B Units of StepStone Group LP (the "Partnership") for 180,000 shares of Class A Common Stock. In connection with the exchange, 180,000 shares of Class B Common Stock were automatically redeemed and cancelled. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 19:14 UTC |
Keathley AnthonyChief Accounting Officer
|
SaleClass A Common Stock | 729 | $68.85 | $50,191.65 |
DisclosureSEC source: 0001796022-24-000092 · wk-form4_1731543244.xml · nonDerivative · entry 1 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,158 Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 19:07 UTC |
Park David YChief Financial Officer
|
SaleClass A Common Stock | 3,000 | $68.21 | $204,630.00 |
DisclosureSEC source: 0001796022-24-000090 · wk-form4_1731542822.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,251 F1 · price: The sales reported in this Form 4 were effected in multiple trades at prices ranging from $68.18 to $68.31. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 17:10 UTC |
Keathley AnthonyChief Accounting Officer
|
Tax withholdingClass A Common Stock | 296 | $56.83 | $16,821.68 |
DisclosureSEC source: 0001796022-24-000082 · wk-form4_1727903396.xml · nonDerivative · entry 1 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,887 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 1,025 vested restricted stock units on September 30, 2024. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 17:08 UTC |
Park David YChief Financial Officer
|
Tax withholdingClass A Common Stock | 3,966 | $56.83 | $225,387.78 |
DisclosureSEC source: 0001796022-24-000081 · wk-form4_1727903277.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,251 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 7,825 vested restricted stock units on September 30, 2024. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:12 UTC |
Brem Monte MDirector · See remarks
|
Disposition to issuerClass B Units · Derivative | 629,065 | $49.48 | $31,126,136.20 |
DisclosureSEC source: 0001796022-24-000078 · wk-form4_1726258348.xml · derivative · entry 2 Brem Monte M · CIK 0001822443 · Director · See remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By MMAR HNL, LLC Disclosed balance after: 2,276,888 Underlying: Class A Common Stock · 629,065 shares Expires not disclosed F2 · derivative.exercise_price: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled. F1 · kind: On September 11, 2024, the Reporting Person exchanged 629,065 Class B Units of StepStone Group LP (the "Partnership"). The Issuer elected to settle the exchange in cash for $49.48 per unit using the proceeds of a secondary offering organized by the Issuer. In connection with the exchange, 629,065 shares of Class B Common Stock were automatically redeemed and cancelled. F1 · price: On September 11, 2024, the Reporting Person exchanged 629,065 Class B Units of StepStone Group LP (the "Partnership"). The Issuer elected to settle the exchange in cash for $49.48 per unit using the proceeds of a secondary offering organized by the Issuer. In connection with the exchange, 629,065 shares of Class B Common Stock were automatically redeemed and cancelled. F2 · derivative.exercise_date: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled. F2 · derivative.expiration_date: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:12 UTC |
Brem Monte MDirector · See remarks
|
Disposition to issuerClass B Common Stock | 629,065 | $0.00 | $629.07 |
DisclosureSEC source: 0001796022-24-000078 · wk-form4_1726258348.xml · nonDerivative · entry 1 Brem Monte M · CIK 0001822443 · Director · See remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By MMAR HNL, LLC Disclosed balance after: 2,276,888 F1 · shares: On September 11, 2024, the Reporting Person exchanged 629,065 Class B Units of StepStone Group LP (the "Partnership"). The Issuer elected to settle the exchange in cash for $49.48 per unit using the proceeds of a secondary offering organized by the Issuer. In connection with the exchange, 629,065 shares of Class B Common Stock were automatically redeemed and cancelled. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:10 UTC |
Fernandez Jose ADirector · Co-Chief Operating Officer · See remarks
|
Disposition to issuerClass B Units · Derivative | 338,727 | $49.48 | $16,760,211.96 |
DisclosureSEC source: 0001796022-24-000076 · wk-form4_1726258234.xml · derivative · entry 5 Fernandez Jose A · CIK 0001822276 · Director · Co-Chief Operating Officer · See remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,416,601 Underlying: Class A Common Stock · 338,727 shares Expires not disclosed F2 · derivative.exercise_price: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer will be automatically redeemed and cancelled. F1 · kind: On September 11, 2024, the Reporting Person exchanged 338,727 Class B Units of StepStone Group LP (the "Partnership"). The Issuer elected to settle the exchange in cash for $49.48 per unit using the proceeds of a secondary offering organized by the Issuer. In connection with the exchange, 338,727 shares of Class B Common Stock were automatically redeemed and cancelled. F1 · price: On September 11, 2024, the Reporting Person exchanged 338,727 Class B Units of StepStone Group LP (the "Partnership"). The Issuer elected to settle the exchange in cash for $49.48 per unit using the proceeds of a secondary offering organized by the Issuer. In connection with the exchange, 338,727 shares of Class B Common Stock were automatically redeemed and cancelled. F2 · derivative.exercise_date: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer will be automatically redeemed and cancelled. F2 · derivative.expiration_date: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer will be automatically redeemed and cancelled. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:10 UTC |
Fernandez Jose ADirector · Co-Chief Operating Officer · See remarks
|
Disposition to issuerClass B Common Stock | 338,727 | $0.00 | $338.73 |
DisclosureSEC source: 0001796022-24-000076 · wk-form4_1726258234.xml · nonDerivative · entry 1 Fernandez Jose A · CIK 0001822276 · Director · Co-Chief Operating Officer · See remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,416,601 F1 · shares: On September 11, 2024, the Reporting Person exchanged 338,727 Class B Units of StepStone Group LP (the "Partnership"). The Issuer elected to settle the exchange in cash for $49.48 per unit using the proceeds of a secondary offering organized by the Issuer. In connection with the exchange, 338,727 shares of Class B Common Stock were automatically redeemed and cancelled. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:11 UTC |
Hart Scott WDirector · Chief Executive Officer · See remarks
|
Disposition to issuerClass B Units · Derivative | 96,779 | $49.48 | $4,788,624.92 |
DisclosureSEC source: 0001796022-24-000077 · wk-form4_1726258303.xml · derivative · entry 3 Hart Scott W · CIK 0001821974 · Director · Chief Executive Officer · See remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,241,782 Underlying: Class A Common Stock · 96,779 shares Expires not disclosed F2 · derivative.exercise_price: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled. F1 · kind: On September 11, 2024, the Reporting Person exchanged 96,779 Class B Units of StepStone Group LP (the "Partnership"). The Issuer elected to settle the exchange in cash for $49.48 per unit using the proceeds of a secondary offering organized by the Issuer. In connection with the exchange, 96,779 shares of Class B Common Stock were automatically redeemed and cancelled. F1 · price: On September 11, 2024, the Reporting Person exchanged 96,779 Class B Units of StepStone Group LP (the "Partnership"). The Issuer elected to settle the exchange in cash for $49.48 per unit using the proceeds of a secondary offering organized by the Issuer. In connection with the exchange, 96,779 shares of Class B Common Stock were automatically redeemed and cancelled. F2 · derivative.exercise_date: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled. F2 · derivative.expiration_date: The Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:11 UTC |
Hart Scott WDirector · Chief Executive Officer · See remarks
|
Disposition to issuerClass B Common Stock | 96,779 | $0.00 | $96.78 |
DisclosureSEC source: 0001796022-24-000077 · wk-form4_1726258303.xml · nonDerivative · entry 1 Hart Scott W · CIK 0001821974 · Director · Chief Executive Officer · See remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,241,782 F1 · shares: On September 11, 2024, the Reporting Person exchanged 96,779 Class B Units of StepStone Group LP (the "Partnership"). The Issuer elected to settle the exchange in cash for $49.48 per unit using the proceeds of a secondary offering organized by the Issuer. In connection with the exchange, 96,779 shares of Class B Common Stock were automatically redeemed and cancelled. Read SEC document |
| September 10, 2024 Filed Sep 11, 2024 16:55 UTC |
Brown Valerie GayDirector
|
GrantClass A Common Stock | 3,436 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000067 · wk-form4_1726088116.xml · nonDerivative · entry 1 Brown Valerie Gay · CIK 0001855387 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,151 F1 · shares: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units as compensation for the Reporting Person's service on the Issuer's board of directors. The award vests in full on the earlier of the first anniversary of the grant date or the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. F1 · price: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units as compensation for the Reporting Person's service on the Issuer's board of directors. The award vests in full on the earlier of the first anniversary of the grant date or the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| September 10, 2024 Filed Sep 11, 2024 20:55 UTC |
Hoffmeister David FDirector
|
GrantClass A Common Stock | 3,926 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000068 · wk-form4_1726088144.xml · nonDerivative · entry 1 Hoffmeister David F · CIK 0001305975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,243 F1 · shares: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units as compensation for the Reporting Person's service on the Issuer's board of directors. The award vests in full on the earlier of the first anniversary of the grant date or the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. F1 · price: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units as compensation for the Reporting Person's service on the Issuer's board of directors. The award vests in full on the earlier of the first anniversary of the grant date or the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| September 10, 2024 Filed Sep 11, 2024 20:56 UTC |
Raymond Anne LDirector
|
GrantClass A Common Stock | 3,436 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000069 · wk-form4_1726088174.xml · nonDerivative · entry 1 Raymond Anne L · CIK 0001822576 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,956 F1 · shares: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units as compensation for the Reporting Person's service on the Issuer's board of directors. The award vests in full on the earlier of the first anniversary of the grant date or the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. F1 · price: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units as compensation for the Reporting Person's service on the Issuer's board of directors. The award vests in full on the earlier of the first anniversary of the grant date or the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| June 12, 2024 Filed Jun 12, 2024 21:19 UTC |
Keck ThomasDirector · See Remarks
|
SaleClass A Common Stock | 13,050 | $45.32 | $591,426.00 |
DisclosureSEC source: 0001796022-24-000055 · wk-form4_1718227149.xml · nonDerivative · entry 3 Keck Thomas · CIK 0001821978 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 100,750 F3 · price: The sales reported in this Form 4 were effected in multiple trades at prices ranging from $45.11 to $45.53. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 23:54 UTC |
Mitchell Steven RDirector · 10% owner
|
SaleClass A Common Stock | 27,500 | $44.34 | $1,219,350.00 |
DisclosureSEC source: 0001796022-24-000057 · wk-form4_1718236435.xml · nonDerivative · entry 1 Mitchell Steven R · CIK 0001610279 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The sales reported in this Form 4 were effected in multiple trades at prices ranging from $44.25 to $44.75. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 21:19 UTC |
Keck ThomasDirector · See Remarks
|
SaleClass A Common Stock | 4,939 | $45.04 | $222,452.56 |
DisclosureSEC source: 0001796022-24-000055 · wk-form4_1718227149.xml · nonDerivative · entry 2 Keck Thomas · CIK 0001821978 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 113,800 F2 · price: The sales reported in this Form 4 were effected in multiple trades at prices ranging from $45.00 to $45.10. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 10, 2024 Filed Jun 12, 2024 21:19 UTC |
Keck ThomasDirector · See Remarks
|
SaleClass A Common Stock | 74,976 | $45.06 | $3,378,418.56 |
DisclosureSEC source: 0001796022-24-000055 · wk-form4_1718227149.xml · nonDerivative · entry 1 Keck Thomas · CIK 0001821978 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 118,739 F1 · price: The sales reported in this Form 4 were effected in multiple trades at prices ranging from $45.00 to $45.35. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 04, 2024 Filed Jun 5, 2024 20:44 UTC |
Keck ThomasDirector · See Remarks
|
SaleClass A Common Stock | 4,382 | $45.01 | $197,233.82 |
DisclosureSEC source: 0001796022-24-000051 · wk-form4_1717620230.xml · nonDerivative · entry 2 Keck Thomas · CIK 0001821978 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 193,715 F2 · price: The sales reported in this Form 4 were effected in multiple trades at prices ranging from $45.00 to $45.04. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 16:37 UTC |
Park David YChief Financial Officer
|
SaleClass A Common Stock | 2,500 | $44.13 | $110,325.00 |
DisclosureSEC source: 0001796022-24-000047 · wk-form4_1717533411.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,217 F1 · price: The sales reported in this Form 4 were effected in multiple trades at prices ranging from $44.11 to $44.25. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 20:37 UTC |
Hart Scott WDirector · Chief Executive Officer · See remarks
|
GiftClass A Common Stock | 13,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001796022-24-000048 · wk-form4_1717533454.xml · nonDerivative · entry 2 Hart Scott W · CIK 0001821974 · Director · Chief Executive Officer · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,498 Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 20:44 UTC |
Keck ThomasDirector · See Remarks
|
SaleClass A Common Stock | 2,653 | $45.04 | $119,491.12 |
DisclosureSEC source: 0001796022-24-000051 · wk-form4_1717620230.xml · nonDerivative · entry 1 Keck Thomas · CIK 0001821978 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 198,097 F1 · price: The sales reported in this Form 4 were effected in multiple trades at prices ranging from $45.00 to $45.14. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:38 UTC |
Ment Jason PSee remarks · See remarks
|
ConversionClass B Units · Derivative | 346,842 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000049 · wk-form4_1717533505.xml · derivative · entry 4 Ment Jason P · CIK 0001822643 · See remarks · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,128,249 Underlying: Class A Common Stock · 346,842 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Pursuant to an Exchange Agreement, the Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled. F2 · price: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units. F3 · derivative.exercise_date: Pursuant to an Exchange Agreement, the Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled. F3 · derivative.expiration_date: Pursuant to an Exchange Agreement, the Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:38 UTC |
Ment Jason PSee remarks · See remarks
|
ConversionClass B2 Units · Derivative | 346,842 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000049 · wk-form4_1717533505.xml · derivative · entry 3 Ment Jason P · CIK 0001822643 · See remarks · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 346,842 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: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units. F2 · price: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units. F2 · derivative.exercise_date: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units. F2 · derivative.expiration_date: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:38 UTC |
Ment Jason PSee remarks · See remarks
|
GrantClass B Common Stock | 346,842 | $0.00 | $346.84 |
DisclosureSEC source: 0001796022-24-000049 · wk-form4_1717533505.xml · nonDerivative · entry 1 Ment Jason P · CIK 0001822643 · See remarks · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,128,249 F1 · shares: Per the Issuer's Amended and Restated Certificate of Incorporation, upon vesting of the Class B2 Units of the Partnership into Class B Units of the Partnership, the Issuer shall issue a number of shares of Class B Common Stock registered in the name of the applicable holder equal to the number of Class B Units issued upon such vesting event, in exchange for payment in cash to the Issuer of the aggregate par value of the shares of Class B Common Stock so issued. F1 · price: Per the Issuer's Amended and Restated Certificate of Incorporation, upon vesting of the Class B2 Units of the Partnership into Class B Units of the Partnership, the Issuer shall issue a number of shares of Class B Common Stock registered in the name of the applicable holder equal to the number of Class B Units issued upon such vesting event, in exchange for payment in cash to the Issuer of the aggregate par value of the shares of Class B Common Stock so issued. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:37 UTC |
Hart Scott WDirector · Chief Executive Officer · See remarks
|
ConversionClass B Units · Derivative | 297,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000048 · wk-form4_1717533454.xml · derivative · entry 4 Hart Scott W · CIK 0001821974 · Director · Chief Executive Officer · See remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,338,561 Underlying: Class A Common Stock · 297,270 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Pursuant to an Exchange Agreement, the Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled. F2 · price: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units. F3 · derivative.exercise_date: Pursuant to an Exchange Agreement, the Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled. F3 · derivative.expiration_date: Pursuant to an Exchange Agreement, the Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:37 UTC |
Hart Scott WDirector · Chief Executive Officer · See remarks
|
ConversionClass B2 Units · Derivative | 297,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000048 · wk-form4_1717533454.xml · derivative · entry 3 Hart Scott W · CIK 0001821974 · Director · Chief Executive Officer · See remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 297,270 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: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units. F2 · price: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units. F2 · derivative.exercise_date: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units. F2 · derivative.expiration_date: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:37 UTC |
Hart Scott WDirector · Chief Executive Officer · See remarks
|
GrantClass B Common Stock | 297,270 | $0.00 | $297.27 |
DisclosureSEC source: 0001796022-24-000048 · wk-form4_1717533454.xml · nonDerivative · entry 1 Hart Scott W · CIK 0001821974 · Director · Chief Executive Officer · See remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,338,561 F1 · shares: Per the Issuer's Amended and Restated Certificate of Incorporation, upon vesting of the Class B2 Units of the Partnership into Class B Units of the Partnership, the Issuer shall issue a number of shares of Class B Common Stock registered in the name of the applicable holder equal to the number of Class B Units issued upon such vesting event, in exchange for payment in cash to the Issuer of the aggregate par value of the shares of Class B Common Stock so issued. F1 · price: Per the Issuer's Amended and Restated Certificate of Incorporation, upon vesting of the Class B2 Units of the Partnership into Class B Units of the Partnership, the Issuer shall issue a number of shares of Class B Common Stock registered in the name of the applicable holder equal to the number of Class B Units issued upon such vesting event, in exchange for payment in cash to the Issuer of the aggregate par value of the shares of Class B Common Stock so issued. Read SEC document |
| May 30, 2024 Filed May 31, 2024 21:52 UTC |
Hoffmeister David FDirector
|
PurchaseClass A Common Stock | 22,500 | $44.29 | $996,525.00 |
DisclosureSEC source: 0001796022-24-000043 · wk-form4_1717192328.xml · nonDerivative · entry 1 Hoffmeister David F · CIK 0001305975 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,853 F1 · price: The sales reported in this Form 4 were effected in multiple trades at prices ranging from $43.86 to $44.51. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 00:21 UTC |
Keck ThomasDirector · See Remarks
|
SaleClass A Common Stock | 3,694 | $35.47 | $131,026.18 |
DisclosureSEC source: 0001796022-24-000033 · wk-form4_1709079673.xml · nonDerivative · entry 2 Keck Thomas · CIK 0001821978 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 200,750 F2 · price: This transaction was executed in multiple trades at prices ranging from $35.14 to $35.67. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 23, 2024 Filed Feb 28, 2024 00:21 UTC |
Keck ThomasDirector · See Remarks
|
SaleClass A Common Stock | 53,403 | $35.47 | $1,894,204.41 |
DisclosureSEC source: 0001796022-24-000033 · wk-form4_1709079673.xml · nonDerivative · entry 1 Keck Thomas · CIK 0001821978 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 204,444 F1 · price: This transaction was executed in multiple trades at prices ranging from $35.20 to $35.71. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 19:11 UTC |
Keathley AnthonyChief Accounting Officer
|
SaleClass A Common Stock | 469 | $35.70 | $16,743.30 |
DisclosureSEC source: 0001796022-24-000031 · wk-form4_1708647079.xml · nonDerivative · entry 1 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,183 Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 00:05 UTC |
Keck ThomasDirector · See Remarks
|
SaleClass A Common Stock | 48,662 | $35.68 | $1,736,260.16 |
DisclosureSEC source: 0001796022-24-000029 · wk-form4_1708646705.xml · nonDerivative · entry 2 Keck Thomas · CIK 0001821978 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 257,847 F2 · price: This transaction was executed in multiple trades at prices ranging from $35.03 to $35.85. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 00:05 UTC |
Keck ThomasDirector · See Remarks
|
SaleClass A Common Stock | 24,241 | $35.10 | $850,859.10 |
DisclosureSEC source: 0001796022-24-000029 · wk-form4_1708646705.xml · nonDerivative · entry 1 Keck Thomas · CIK 0001821978 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 306,509 F1 · price: This transaction was executed in multiple trades at prices ranging from $35.00 to $35.21. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 18:03 UTC |
Lim James10% owner
|
SaleClass A Common Stock | 62,164 | $35.11 | $2,182,578.04 |
DisclosureSEC source: 0001796022-24-000027 · wk-form4_1708470129.xml · nonDerivative · entry 2 Lim James · CIK 0001543577 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Sanctuary Bay LLC Disclosed balance after: 6,208,351 F2 · price: This transaction was executed in multiple trades at prices ranging from $34.58 to $35.52. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:03 UTC |
Lim James10% owner
|
SaleClass A Common Stock | 56,937 | $35.22 | $2,005,321.14 |
DisclosureSEC source: 0001796022-24-000027 · wk-form4_1708470129.xml · nonDerivative · entry 1 Lim James · CIK 0001543577 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Sanctuary Bay LLC Disclosed balance after: 6,270,515 F1 · price: This transaction was executed in multiple trades at prices ranging from $34.92 to $35.80. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 19:07 UTC |
Keathley AnthonyChief Accounting Officer
|
GrantClass A Common Stock | 542 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000011 · wk-form4_1708042017.xml · nonDerivative · entry 3 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,652 F2 · price: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of February 14, 2025, 2026, 2027 and 2028, subject to the Reporting Person's continued employment through the applicable vesting date. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 19:07 UTC |
Keathley AnthonyChief Accounting Officer
|
Tax withholdingClass A Common Stock | 167 | $35.21 | $5,880.07 |
DisclosureSEC source: 0001796022-24-000011 · wk-form4_1708042017.xml · nonDerivative · entry 2 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,110 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 636 vested restricted stock units on February 14, 2024. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 19:09 UTC |
Lim James10% owner
|
SaleClass A Common Stock | 61,294 | $35.16 | $2,155,097.04 |
DisclosureSEC source: 0001796022-24-000013 · wk-form4_1708042174.xml · nonDerivative · entry 2 Lim James · CIK 0001543577 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Sanctuary Bay LLC Disclosed balance after: 6,327,452 F2 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $34.80 to $35.40. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 21:59 UTC |
McCabe Michael IDirector · Head of Strategy · See remarks
|
GrantClass A Common Stock | 9,159 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000023 · wk-form4_1708120774.xml · nonDerivative · entry 1 McCabe Michael I · CIK 0001822880 · Director · Head of Strategy · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,516 F1 · price: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of February 14, 2025, 2026, 2027 and 2028 subject to the Reporting Person's continued employment through the applicable vesting date. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 16:54 UTC |
Park David YChief Financial Officer
|
GrantClass A Common Stock | 7,455 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000019 · wk-form4_1708120468.xml · nonDerivative · entry 2 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,717 F2 · price: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of February 14, 2025, 2026, 2027 and 2028, subject to the Reporting Person's continued employment through the applicable vesting date. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 16:54 UTC |
Park David YChief Financial Officer
|
Tax withholdingClass A Common Stock | 1,722 | $35.21 | $60,631.62 |
DisclosureSEC source: 0001796022-24-000019 · wk-form4_1708120468.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,262 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 3,395 vested restricted stock units on February 14, 2024. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.