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Nasdaq · USD

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StepStone Group Inc.

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Tapewire entity
3755
SEC CIK
0001796022
Parsed reports
200

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
MonthPurchasesSales
Nov 202508
Dec 202504
Jan 202602
Feb 202630
Mar 202600
Apr 202600
May 202600
Jun 202627
Jul 202600
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
February 14, 2024 Filed Feb 16, 2024 22:03 UTC
Keck ThomasDirector · See Remarks
GrantClass A Common Stock 9,519 Not disclosed Not disclosed
Disclosure

SEC source: 0001796022-24-000025 · wk-form4_1708121023.xml · nonDerivative · entry 1

Keck Thomas · CIK 0001821978 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,519

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.

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February 14, 2024 Filed Feb 16, 2024 21:57 UTC
Fernandez Jose ADirector · Co-Chief Operating Officer · See remarks
GrantClass A Common Stock 9,159 Not disclosed Not disclosed
Disclosure

SEC source: 0001796022-24-000021 · wk-form4_1708120608.xml · nonDerivative · entry 1

Fernandez Jose A · CIK 0001822276 · Director · Co-Chief Operating Officer · See remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,079

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.

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February 14, 2024 Filed Feb 16, 2024 21:51 UTC
Ment Jason PSee remarks · See remarks
GrantClass A Common Stock 13,703 Not disclosed Not disclosed
Disclosure

SEC source: 0001796022-24-000017 · wk-form4_1708120269.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,271

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 21:49 UTC
Hart Scott WDirector · Chief Executive Officer · See remarks
GrantClass A Common Stock 15,976 Not disclosed Not disclosed
Disclosure

SEC source: 0001796022-24-000015 · wk-form4_1708120130.xml · nonDerivative · entry 1

Hart Scott W · CIK 0001821974 · Director · Chief Executive Officer · See remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,878

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.

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February 13, 2024 Filed Feb 15, 2024 19:07 UTC
Keathley AnthonyChief Accounting Officer
SaleClass A Common Stock 699 $34.95 $24,430.05
Disclosure

SEC source: 0001796022-24-000011 · wk-form4_1708042017.xml · nonDerivative · entry 1

Keathley Anthony · CIK 0002005327 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,277

Read SEC document
February 13, 2024 Filed Feb 15, 2024 19:09 UTC
Lim James10% owner
SaleClass A Common Stock 9,008 $35.06 $315,820.48
Disclosure

SEC source: 0001796022-24-000013 · wk-form4_1708042174.xml · nonDerivative · entry 1

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,388,746

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $35.00 to $35.27. 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.

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December 15, 2023 Filed Dec 18, 2023 16:37 UTC
Lim James10% owner
SaleClass A Common Stock 69,649 $28.80 $2,005,891.20
Disclosure

SEC source: 0001796022-23-000082 · wk-form4_1702935439.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: 6,397,754

F2 · price: This transaction was executed in multiple trades at prices ranging from $28.53 to $29.33. 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.

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December 14, 2023 Filed Dec 18, 2023 16:37 UTC
Lim James10% owner
SaleClass A Common Stock 177,283 $29.03 $5,146,525.49
Disclosure

SEC source: 0001796022-23-000082 · wk-form4_1702935439.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: 6,467,403

F1 · price: This transaction was executed in multiple trades at prices ranging from $28.68 to $29.26. 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 29, 2023 Filed Oct 3, 2023 18:23 UTC
Park David YChief Accounting Officer
Tax withholdingClass A Common Stock 3,880 $31.58 $122,530.40
Disclosure

SEC source: 0001796022-23-000073 · wk-form4_1696371792.xml · nonDerivative · entry 1

Park David Y · CIK 0001822773 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,984

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 29,2023.

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September 15, 2023 Filed Sep 18, 2023 16:24 UTC
Park David YChief Accounting Officer
SaleClass A Common Stock 2,541 $32.02 $81,362.82
Disclosure

SEC source: 0001796022-23-000071 · wk-form4_1695068653.xml · nonDerivative · entry 1

Park David Y · CIK 0001822773 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,864

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $32.00 to $32.08. 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.

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September 15, 2023 Filed Sep 18, 2023 16:22 UTC
Lim James10% owner
SaleClass A Common Stock 21,862 $31.72 $693,462.64
Disclosure

SEC source: 0001796022-23-000069 · wk-form4_1695068540.xml · nonDerivative · entry 2

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,644,686

F2 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.10 to $32.08. 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.

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September 14, 2023 Filed Sep 18, 2023 16:22 UTC
Lim James10% owner
SaleClass A Common Stock 17,946 $31.15 $559,017.90
Disclosure

SEC source: 0001796022-23-000069 · wk-form4_1695068540.xml · nonDerivative · entry 1

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,666,548

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.85. 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
September 13, 2023 Filed Sep 13, 2023 18:27 UTC
Lim James10% owner
SaleClass A Common Stock 53,925 $31.76 $1,712,658.00
Disclosure

SEC source: 0001796022-23-000057 · wk-form4_1694644051.xml · nonDerivative · entry 3

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,684,494

F3 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.46 to $32.04. 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
September 13, 2023 Filed Sep 14, 2023 18:13 UTC GrantClass A Common Stock 5,527 Not disclosed Not disclosed
Disclosure

SEC source: 0001796022-23-000061 · wk-form4_1694729586.xml · nonDerivative · entry 1

Brown Valerie Gay · CIK 0001855387 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,715

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 13, 2023 Filed Sep 14, 2023 18:24 UTC
Park David YChief Accounting Officer
SaleClass A Common Stock 1,459 $32.02 $46,717.18
Disclosure

SEC source: 0001796022-23-000067 · wk-form4_1694730237.xml · nonDerivative · entry 1

Park David Y · CIK 0001822773 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,405

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $32.00 to $32.04. 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
September 13, 2023 Filed Sep 14, 2023 22:22 UTC GrantClass A Common Stock 6,317 Not disclosed Not disclosed
Disclosure

SEC source: 0001796022-23-000065 · wk-form4_1694730111.xml · nonDerivative · entry 1

Hoffmeister David F · CIK 0001305975 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,353

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 13, 2023 Filed Sep 14, 2023 22:16 UTC GrantClass A Common Stock 5,527 Not disclosed Not disclosed
Disclosure

SEC source: 0001796022-23-000063 · wk-form4_1694729767.xml · nonDerivative · entry 1

Raymond Anne L · CIK 0001822576 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,520

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 12, 2023 Filed Sep 13, 2023 18:27 UTC
Lim James10% owner
SaleClass A Common Stock 43,515 $31.64 $1,376,814.60
Disclosure

SEC source: 0001796022-23-000057 · wk-form4_1694644051.xml · nonDerivative · entry 2

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,738,419

F2 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.12 to $31.81. 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 11, 2023 Filed Sep 13, 2023 18:27 UTC
Lim James10% owner
SaleClass A Common Stock 31,648 $31.42 $994,380.16
Disclosure

SEC source: 0001796022-23-000057 · wk-form4_1694644051.xml · nonDerivative · entry 1

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,781,934

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.62. 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 08, 2023 Filed Sep 8, 2023 18:36 UTC
Lim James10% owner
SaleClass A Common Stock 20,473 $31.21 $638,962.33
Disclosure

SEC source: 0001796022-23-000055 · wk-form4_1694212559.xml · nonDerivative · entry 3

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,813,582

F3 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.62. 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 07, 2023 Filed Sep 8, 2023 18:36 UTC
Lim James10% owner
SaleClass A Common Stock 18,466 $31.15 $575,215.90
Disclosure

SEC source: 0001796022-23-000055 · wk-form4_1694212559.xml · nonDerivative · entry 2

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,834,055

F2 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.28. 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 06, 2023 Filed Sep 8, 2023 18:36 UTC
Lim James10% owner
SaleClass A Common Stock 500 $31.01 $15,505.00
Disclosure

SEC source: 0001796022-23-000055 · wk-form4_1694212559.xml · nonDerivative · entry 1

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,852,521

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.03. 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 05, 2023 Filed Sep 5, 2023 18:31 UTC
Lim James10% owner
SaleClass A Common Stock 710 $31.03 $22,031.30
Disclosure

SEC source: 0001796022-23-000053 · wk-form4_1693953048.xml · nonDerivative · entry 3

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,853,021

F3 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.05. 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 05, 2023 Filed Sep 5, 2023 22:30 UTC
Ment Jason PSee remarks · See remarks
SaleClass A Common Stock 3,598 $31.03 $111,645.94
Disclosure

SEC source: 0001796022-23-000052 · wk-form4_1693952999.xml · nonDerivative · entry 3

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 70,568

F3 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $30.39 to $31.05. 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 01, 2023 Filed Sep 5, 2023 18:31 UTC
Lim James10% owner
SaleClass A Common Stock 16,056 $31.04 $498,378.24
Disclosure

SEC source: 0001796022-23-000053 · wk-form4_1693953048.xml · nonDerivative · entry 2

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,853,731

F2 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.35. 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
September 01, 2023 Filed Sep 5, 2023 22:30 UTC
Ment Jason PSee remarks · See remarks
SaleClass A Common Stock 15,826 $31.04 $491,239.04
Disclosure

SEC source: 0001796022-23-000052 · wk-form4_1693952999.xml · nonDerivative · entry 2

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 74,166

F2 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.35. 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
August 31, 2023 Filed Sep 5, 2023 18:31 UTC
Lim James10% owner
SaleClass A Common Stock 634 $31.01 $19,660.34
Disclosure

SEC source: 0001796022-23-000053 · wk-form4_1693953048.xml · nonDerivative · entry 1

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,869,787

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.02. 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
August 31, 2023 Filed Sep 5, 2023 22:30 UTC
Ment Jason PSee remarks · See remarks
SaleClass A Common Stock 576 $31.01 $17,861.76
Disclosure

SEC source: 0001796022-23-000052 · wk-form4_1693952999.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 89,992

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.05. 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 14, 2023 Filed Jun 15, 2023 18:23 UTC
Lim James10% owner
GiftClass A Common Stock 19,200 $0.00 $0.00
Disclosure

SEC source: 0001796022-23-000043 · wk-form4_1686867818.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: 6,870,421

Read SEC document
June 05, 2023 Filed Jun 5, 2023 22:27 UTC
McCabe Michael IDirector · Head of Strategy · See remarks
PurchaseClass A Common Stock 25,000 $23.56 $589,000.00
Disclosure

SEC source: 0001796022-23-000038 · wk-form4_1686004051.xml · nonDerivative · entry 3

McCabe Michael I · CIK 0001822880 · Director · Head of Strategy · See remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,357

F3 · price: The purchases reported in this Form 4 were effected in multiple trades at prices ranging from $23.44 to $23.65. 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
June 02, 2023 Filed Jun 5, 2023 22:27 UTC
McCabe Michael IDirector · Head of Strategy · See remarks
PurchaseClass A Common Stock 37,000 $23.57 $872,090.00
Disclosure

SEC source: 0001796022-23-000038 · wk-form4_1686004051.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: 156,357

F2 · price: The purchases reported in this Form 4 were effected in multiple trades at prices ranging from $23.42 to $23.71. 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
June 01, 2023 Filed Jun 5, 2023 22:27 UTC
McCabe Michael IDirector · Head of Strategy · See remarks
PurchaseClass A Common Stock 33,000 $22.83 $753,390.00
Disclosure

SEC source: 0001796022-23-000038 · wk-form4_1686004051.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: 119,357

F1 · price: The purchases reported in this Form 4 were effected in multiple trades at prices ranging from $22.47 to $22.95. 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
May 31, 2023 Filed May 31, 2023 22:46 UTC
McCabe Michael IDirector · Head of Strategy · See remarks
PurchaseClass A Common Stock 30,000 $21.46 $643,800.00
Disclosure

SEC source: 0001796022-23-000035 · wk-form4_1685573170.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: 86,357

F2 · price: The purchases reported in this Form 4 were effected in multiple trades at prices ranging from $21.27 to $21.54. 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
May 30, 2023 Filed May 31, 2023 22:46 UTC
McCabe Michael IDirector · Head of Strategy · See remarks
PurchaseClass A Common Stock 50,000 $21.48 $1,074,000.00
Disclosure

SEC source: 0001796022-23-000035 · wk-form4_1685573170.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: 56,357

F1 · price: The purchases reported in this Form 4 were effected in multiple trades at prices ranging from $21.34 to $21.59. 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
March 01, 2023 Filed Mar 2, 2023 18:33 UTC
Park David YChief Accounting Officer
SaleClass A Common Stock 2,400 $28.52 $68,448.00
Disclosure

SEC source: 0001796022-23-000027 · wf-form4_167780000549864.xml · nonDerivative · entry 1

Park David Y · CIK 0001822773 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,864

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February 14, 2023 Filed Feb 16, 2023 20:11 UTC
McCabe Michael IDirector · Head of Strategy · See remarks
GrantClass A Common Stock 3,452 Not disclosed Not disclosed
Disclosure

SEC source: 0001796022-23-000025 · wf-form4_167657824633524.xml · nonDerivative · entry 1

McCabe Michael I · CIK 0001822880 · Director · Head of Strategy · See remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,357

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, 2024, 2025, 2026 and 2027, subject to the Reporting Person's continued employment through the applicable vesting date.

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February 14, 2023 Filed Feb 16, 2023 15:10 UTC
Park David YChief Accounting Officer
GrantClass A Common Stock 7,767 Not disclosed Not disclosed
Disclosure

SEC source: 0001796022-23-000023 · wf-form4_167657820670234.xml · nonDerivative · entry 2

Park David Y · CIK 0001822773 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,264

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, 2024, 2025, 2026 and 2027, subject to the Reporting Person's continued employment through the applicable vesting date.

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February 14, 2023 Filed Feb 16, 2023 15:10 UTC
Park David YChief Accounting Officer
Tax withholdingClass A Common Stock 734 $28.97 $21,263.98
Disclosure

SEC source: 0001796022-23-000023 · wf-form4_167657820670234.xml · nonDerivative · entry 1

Park David Y · CIK 0001822773 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,497

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 1,453 vested restricted stock units on February 14, 2023.

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February 14, 2023 Filed Feb 16, 2023 20:10 UTC
Randel Johnny DChief Financial Officer · See remarks
GrantClass A Common Stock 3,452 Not disclosed Not disclosed
Disclosure

SEC source: 0001796022-23-000024 · wf-form4_167657822863925.xml · nonDerivative · entry 1

Randel Johnny D · CIK 0001821981 · Chief Financial Officer · See remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,657

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, 2024, 2025, 2026 and 2027, subject to the Reporting Person's continued employment through the applicable vesting date.

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February 14, 2023 Filed Feb 16, 2023 20:10 UTC
Hart Scott WDirector · Chief Executive Officer · See remarks
GrantClass A Common Stock 20,711 Not disclosed Not disclosed
Disclosure

SEC source: 0001796022-23-000022 · wf-form4_167657818292380.xml · nonDerivative · entry 1

Hart Scott W · CIK 0001821974 · Director · Chief Executive Officer · See remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,902

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, 2024, 2025, 2026 and 2027, subject to the Reporting Person's continued employment through the applicable vesting date.

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February 14, 2023 Filed Feb 16, 2023 20:01 UTC
Ment Jason PSee remarks · See remarks
GrantClass A Common Stock 13,807 Not disclosed Not disclosed
Disclosure

SEC source: 0001796022-23-000017 · wf-form4_167657770020021.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,568

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, 2024, 2025, 2026 and 2027, subject to the Reporting Person's continued employment through the applicable vesting date.

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February 09, 2023 Filed Feb 9, 2023 18:12 UTC
Lim James10% owner
SaleClass A Common Stock 446 $31.06 $13,852.76
Disclosure

SEC source: 0001796022-23-000015 · wf-form4_167598434620066.xml · nonDerivative · entry 3

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,889,621

F3 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.02 to $31.11. 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.

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February 08, 2023 Filed Feb 9, 2023 18:12 UTC
Lim James10% owner
SaleClass A Common Stock 5,272 $31.05 $163,695.60
Disclosure

SEC source: 0001796022-23-000015 · wf-form4_167598434620066.xml · nonDerivative · entry 2

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,890,067

F2 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.29. 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.

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February 07, 2023 Filed Feb 9, 2023 18:12 UTC
Lim James10% owner
SaleClass A Common Stock 1,740 $31.02 $53,974.80
Disclosure

SEC source: 0001796022-23-000015 · wf-form4_167598434620066.xml · nonDerivative · entry 1

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,895,339

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.04. 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.

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February 07, 2023 Filed Feb 9, 2023 23:11 UTC
Keck ThomasDirector · See Remarks
SaleClass A Common Stock 18,222 $30.11 $548,664.42
Disclosure

SEC source: 0001796022-23-000014 · wf-form4_167598425795028.xml · nonDerivative · entry 1

Keck Thomas · CIK 0001821978 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 330,750

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $30.00 to $30.42. 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.

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February 06, 2023 Filed Feb 7, 2023 00:14 UTC
Keck ThomasDirector · See Remarks
SaleClass A Common Stock 32,050 $30.10 $964,705.00
Disclosure

SEC source: 0001796022-23-000004 · wf-form4_167572885269527.xml · nonDerivative · entry 3

Keck Thomas · CIK 0001821978 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 348,972

F3 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $30.00 to $30.27. 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.

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February 03, 2023 Filed Feb 6, 2023 19:11 UTC
Lim James10% owner
SaleClass A Common Stock 12,315 $31.09 $382,873.35
Disclosure

SEC source: 0001796022-23-000003 · wf-form4_167572866231546.xml · nonDerivative · entry 2

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,897,079

F2 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.27. 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.

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February 03, 2023 Filed Feb 7, 2023 00:14 UTC
Keck ThomasDirector · See Remarks
SaleClass A Common Stock 47,781 $31.81 $1,519,913.61
Disclosure

SEC source: 0001796022-23-000004 · wf-form4_167572885269527.xml · nonDerivative · entry 2

Keck Thomas · CIK 0001821978 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 381,022

F2 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $30.34 to $31.29. 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.

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February 02, 2023 Filed Feb 6, 2023 19:11 UTC
Lim James10% owner
SaleClass A Common Stock 4,492 $31.02 $139,341.84
Disclosure

SEC source: 0001796022-23-000003 · wf-form4_167572866231546.xml · nonDerivative · entry 1

Lim James · CIK 0001543577 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Sanctuary Bay LLC

Disclosed balance after: 6,909,394

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.12. 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.

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February 02, 2023 Filed Feb 7, 2023 00:14 UTC
Keck ThomasDirector · See Remarks
SaleClass A Common Stock 76,335 $30.74 $2,346,537.90
Disclosure

SEC source: 0001796022-23-000004 · wf-form4_167572885269527.xml · nonDerivative · entry 1

Keck Thomas · CIK 0001821978 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 428,803

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $30.02 to $31.15. 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.

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