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Nasdaq · USD

TASK

TaskUs, Inc.

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5199
SEC CIK
0001829864
Parsed reports
208

Last 12 months

Inside the activity.

0 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202600
Feb 202600
Mar 202600
Apr 202602
May 202600
Jun 202600
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
May 18, 2023 Filed May 18, 2023 20:15 UTC GrantRestricted Stock Units · Derivative 12,941 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000068 · wf-form4_168444092609042.xml · derivative · entry 3

Reses Jacqueline D · CIK 0001699681 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,941

Underlying: Class A Common Stock · 12,941 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 18, 2024 or (b) the date of the 2024 Annual Stockholder Meeting.

F2 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 18, 2024 or (b) the date of the 2024 Annual Stockholder Meeting.

F2 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 18, 2024 or (b) the date of the 2024 Annual Stockholder Meeting.

Read SEC document
May 18, 2023 Filed May 18, 2023 20:15 UTC Exercise / conversionRestricted Stock Units · Derivative 7,265 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000068 · wf-form4_168444092609042.xml · derivative · entry 2

Reses Jacqueline D · CIK 0001699681 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 7,265 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) June 14, 2023 or (b) the date of the 2023 Annual Stockholder Meeting.

F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) June 14, 2023 or (b) the date of the 2023 Annual Stockholder Meeting.

F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) June 14, 2023 or (b) the date of the 2023 Annual Stockholder Meeting.

Read SEC document
May 18, 2023 Filed May 18, 2023 20:15 UTC Exercise / conversionClass A Common Stock 7,265 Not disclosed Not disclosed
Disclosure

SEC source: 0001829864-23-000068 · wf-form4_168444092609042.xml · nonDerivative · entry 1

Reses Jacqueline D · CIK 0001699681 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,265

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

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) June 14, 2023 or (b) the date of the 2023 Annual Stockholder Meeting.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:48 UTC Exercise / conversionRestricted Stock Units · Derivative 2,419 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000051 · wf-form4_168064129537306.xml · derivative · entry 2

Gonzalez Michelle H · CIK 0001919341 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,914

Underlying: Class A Common Stock · 2,419 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on April 1, 2023; 33% on April 1, 2024; and 34% on April 1, 2025.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on April 1, 2023; 33% on April 1, 2024; and 34% on April 1, 2025.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on April 1, 2023; 33% on April 1, 2024; and 34% on April 1, 2025.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:48 UTC Exercise / conversionClass A Common Stock 2,419 Not disclosed Not disclosed
Disclosure

SEC source: 0001829864-23-000051 · wf-form4_168064129537306.xml · nonDerivative · entry 1

Gonzalez Michelle H · CIK 0001919341 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,629

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on April 1, 2023; 33% on April 1, 2024; and 34% on April 1, 2025.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:58 UTC
Walsh Claudia FGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 12,500 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000052 · wf-form4_168064190104352.xml · derivative · entry 3

Walsh Claudia F · CIK 0001889840 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,500

Underlying: Class A Common Stock · 12,500 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over four years as follows: 25% on April 1, 2023; 25% on April 1, 2024; 25% on April 1, 2025, and 25% on April 1, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over four years as follows: 25% on April 1, 2023; 25% on April 1, 2024; 25% on April 1, 2025, and 25% on April 1, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over four years as follows: 25% on April 1, 2023; 25% on April 1, 2024; 25% on April 1, 2025, and 25% on April 1, 2026.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:58 UTC
Walsh Claudia FGeneral Counsel
Tax withholdingClass A Common Stock 4,592 $14.44 $66,308.48
Disclosure

SEC source: 0001829864-23-000052 · wf-form4_168064190104352.xml · nonDerivative · entry 2

Walsh Claudia F · CIK 0001889840 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,928

F2 · kind: Represents shares withheld in connection with the vesting of RSUs to cover tax withholding obligations.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:58 UTC
Walsh Claudia FGeneral Counsel
Exercise / conversionClass A Common Stock 12,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001829864-23-000052 · wf-form4_168064190104352.xml · nonDerivative · entry 1

Walsh Claudia F · CIK 0001889840 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,520

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over four years as follows: 25% on April 1, 2023; 25% on April 1, 2024; 25% on April 1, 2025, and 25% on April 1, 2026.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:45 UTC Exercise / conversionRestricted Stock Units · Derivative 2,419 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000050 · wf-form4_168064109935012.xml · derivative · entry 2

Greenthal Jill A · CIK 0001353671 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,914

Underlying: Class A Common Stock · 2,419 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on April 1, 2023; 33% on April 1, 2024; and 34% on April 1, 2025.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on April 1, 2023; 33% on April 1, 2024; and 34% on April 1, 2025.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on April 1, 2023; 33% on April 1, 2024; and 34% on April 1, 2025.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:45 UTC Exercise / conversionClass A Common Stock 2,419 Not disclosed Not disclosed
Disclosure

SEC source: 0001829864-23-000050 · wf-form4_168064109935012.xml · nonDerivative · entry 1

Greenthal Jill A · CIK 0001353671 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,629

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on April 1, 2023; 33% on April 1, 2024; and 34% on April 1, 2025.

Read SEC document
March 15, 2023 Filed Mar 15, 2023 17:29 UTC
Maddock BryceDirector · Chief Executive Officer · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 68,897 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000040 · wf-form4_167891575684919.xml · derivative · entry 2

Maddock Bryce · CIK 0001862101 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 620,075

Underlying: Class A Common Stock · 68,897 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

F2 · derivative.exercise_date: Represents an original amount of 1,102,354 RSUs that vest over four years in quarterly installments beginning on September 15, 2021.

F2 · derivative.expiration_date: Represents an original amount of 1,102,354 RSUs that vest over four years in quarterly installments beginning on September 15, 2021.

Read SEC document
March 15, 2023 Filed Mar 15, 2023 17:29 UTC
Maddock BryceDirector · Chief Executive Officer · 10% owner
Exercise / conversionClass A Common Stock 68,897 Not disclosed Not disclosed
Disclosure

SEC source: 0001829864-23-000040 · wf-form4_167891575684919.xml · nonDerivative · entry 1

Maddock Bryce · CIK 0001862101 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 381,572

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

Read SEC document
March 15, 2023 Filed Mar 15, 2023 17:26 UTC
Weir JasparDirector · President · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 68,897 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000039 · wf-form4_167891556962735.xml · derivative · entry 2

Weir Jaspar · CIK 0001862087 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 620,075

Underlying: Class A Common Stock · 68,897 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

F2 · derivative.exercise_date: Represents an original amount of 1,102,354 RSUs that vest over four years in quarterly installments beginning on September 15, 2021.

F2 · derivative.expiration_date: Represents an original amount of 1,102,354 RSUs that vest over four years in quarterly installments beginning on September 15, 2021.

Read SEC document
March 15, 2023 Filed Mar 15, 2023 17:26 UTC
Weir JasparDirector · President · 10% owner
Exercise / conversionClass A Common Stock 68,897 Not disclosed Not disclosed
Disclosure

SEC source: 0001829864-23-000039 · wf-form4_167891556962735.xml · nonDerivative · entry 1

Weir Jaspar · CIK 0001862087 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 381,571

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

Read SEC document
March 10, 2023 Filed Mar 14, 2023 20:28 UTC Exercise / conversionStock Options (right to buy) · Derivative 29,200 $0.00 Strike: $2.33 $0.00
Disclosure

SEC source: 0001829864-23-000036 · wf-form4_167882569324942.xml · derivative · entry 3

Reses Jacqueline D · CIK 0001699681 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 304,210

Underlying: Class A Common Stock · 29,200 shares

Expires 2029-07-18

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_date: These stock options vest upon the achievement of certain stock price and investment return performance events determined as of each of June 11, 2022, June 11, 2023 and June 11, 2024. If such performance events are determined to have been met as of such dates, the options shall vest as follows: (a) up to 25% shall be eligible to vest on or after June 11, 2022, (b) up to an additional 25% shall be eligible to vest on or after June 11, 2023, and (c) up to an additional 50% shall be eligible to vest on June 11, 2024.

Read SEC document
March 10, 2023 Filed Mar 14, 2023 20:28 UTC SaleClass A Common Stock 29,200 $17.01 $496,616.08
Disclosure

SEC source: 0001829864-23-000036 · wf-form4_167882569324942.xml · nonDerivative · entry 2

Reses Jacqueline D · CIK 0001699681 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: Reflects a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.00 to $17.11, inclusive. The Reporting Person will provide, upon the request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
March 10, 2023 Filed Mar 14, 2023 20:28 UTC Exercise / conversionClass A Common Stock 29,200 $2.33 $68,036.00
Disclosure

SEC source: 0001829864-23-000036 · wf-form4_167882569324942.xml · nonDerivative · entry 1

Reses Jacqueline D · CIK 0001699681 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,200

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

Read SEC document
March 06, 2023 Filed Mar 7, 2023 18:22 UTC
Daoust StephanChief Operating Officer
GrantStock Options (right to buy) · Derivative 75,665 $0.00 Strike: $18.13 $0.00
Disclosure

SEC source: 0001829864-23-000028 · wf-form4_167823136337013.xml · derivative · entry 2

Daoust Stephan · CIK 0001919690 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,665

Underlying: Class A Common Stock · 75,665 shares

Expires 2033-03-06

F2 · derivative.exercise_date: These stock options vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; 34% on March 6, 2026.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 18:22 UTC
Daoust StephanChief Operating Officer
GrantRestricted Stock Units · Derivative 26,483 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000028 · wf-form4_167823136337013.xml · derivative · entry 1

Daoust Stephan · CIK 0001919690 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,483

Underlying: Class A Common Stock · 26,483 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 23:34 UTC
Walsh Claudia FGeneral Counsel
GrantStock Options (right to buy) · Derivative 79,449 $0.00 Strike: $18.13 $0.00
Disclosure

SEC source: 0001829864-23-000031 · wf-form4_167823202750400.xml · derivative · entry 2

Walsh Claudia F · CIK 0001889840 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,449

Underlying: Class A Common Stock · 79,449 shares

Expires 2033-03-06

F2 · derivative.exercise_date: These stock options vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 23:34 UTC
Walsh Claudia FGeneral Counsel
GrantRestricted Stock Units · Derivative 27,807 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000031 · wf-form4_167823202750400.xml · derivative · entry 1

Walsh Claudia F · CIK 0001889840 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,807

Underlying: Class A Common Stock · 27,807 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 18:28 UTC
Sekar BalajiChief Financial Officer
GrantStock Options (right to buy) · Derivative 87,772 $0.00 Strike: $18.13 $0.00
Disclosure

SEC source: 0001829864-23-000030 · wf-form4_167823169789569.xml · derivative · entry 2

Sekar Balaji · CIK 0001862676 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,772

Underlying: Class A Common Stock · 87,772 shares

Expires 2033-03-06

F2 · derivative.exercise_date: These stock options vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 18:28 UTC
Sekar BalajiChief Financial Officer
GrantRestricted Stock Units · Derivative 30,720 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000030 · wf-form4_167823169789569.xml · derivative · entry 1

Sekar Balaji · CIK 0001862676 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,720

Underlying: Class A Common Stock · 30,720 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 18:20 UTC
Amaya StevenSee Remarks
GrantRestricted Stock Units · Derivative 7,944 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000027 · wf-form4_167823123881637.xml · derivative · entry 1

Amaya Steven · CIK 0001862098 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,944

Underlying: Class A Common Stock · 7,944 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 18:38 UTC
Weir JasparDirector · President · 10% owner
GrantStock Options (right to buy) · Derivative 87,015 $0.00 Strike: $18.13 $0.00
Disclosure

SEC source: 0001829864-23-000033 · wf-form4_167823227155648.xml · derivative · entry 2

Weir Jaspar · CIK 0001862087 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,015

Underlying: Class A Common Stock · 87,015 shares

Expires 2033-03-06

F2 · derivative.exercise_date: These stock options vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 18:38 UTC
Weir JasparDirector · President · 10% owner
GrantRestricted Stock Units · Derivative 30,455 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000033 · wf-form4_167823227155648.xml · derivative · entry 1

Weir Jaspar · CIK 0001862087 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,455

Underlying: Class A Common Stock · 30,455 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 23:25 UTC
Johnson JarrodChief Customer Officer
GrantStock Options (right to buy) · Derivative 93,069 $0.00 Strike: $18.13 $0.00
Disclosure

SEC source: 0001829864-23-000029 · wf-form4_167823154770395.xml · derivative · entry 2

Johnson Jarrod · CIK 0001862094 · Chief Customer Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,069

Underlying: Class A Common Stock · 93,069 shares

Expires 2033-03-06

F2 · derivative.exercise_date: These stock options vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 23:25 UTC
Johnson JarrodChief Customer Officer
GrantRestricted Stock Units · Derivative 32,574 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000029 · wf-form4_167823154770395.xml · derivative · entry 1

Johnson Jarrod · CIK 0001862094 · Chief Customer Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,574

Underlying: Class A Common Stock · 32,574 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 18:36 UTC
Maddock BryceDirector · Chief Executive Officer · 10% owner
GrantStock Options (right to buy) · Derivative 264,830 $0.00 Strike: $18.13 $0.00
Disclosure

SEC source: 0001829864-23-000032 · wf-form4_167823218331535.xml · derivative · entry 2

Maddock Bryce · CIK 0001862101 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 264,830

Underlying: Class A Common Stock · 264,830 shares

Expires 2033-03-06

F2 · derivative.exercise_date: These stock options vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 18:36 UTC
Maddock BryceDirector · Chief Executive Officer · 10% owner
GrantRestricted Stock Units · Derivative 92,690 $0.00 $0.00
Disclosure

SEC source: 0001829864-23-000032 · wf-form4_167823218331535.xml · derivative · entry 1

Maddock Bryce · CIK 0001862101 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,690

Underlying: Class A Common Stock · 92,690 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 6, 2024; 33% on March 6, 2025; and 34% on March 6, 2026.

Read SEC document
February 02, 2023 Filed Feb 3, 2023 16:24 UTC
Daoust StephanChief Operating Officer
SaleClass A Common Stock 12,000 $20.08 $241,012.80
Disclosure

SEC source: 0001829864-23-000002 · wf-form4_167545944871168.xml · nonDerivative · entry 1

Daoust Stephan · CIK 0001919690 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,023

F1 · kind: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F2 · price: Reflects a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.00 to $20.33. The Reporting Person will provide, upon the request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
December 15, 2022 Filed Dec 19, 2022 17:59 UTC
Daoust StephanChief Operating Officer
SaleClass A Common Stock 1,000 $20.00 $20,000.00
Disclosure

SEC source: 0001829864-22-000143 · wf-form4_167149077141485.xml · nonDerivative · entry 1

Daoust Stephan · CIK 0001919690 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,023

Read SEC document
December 15, 2022 Filed Dec 19, 2022 18:10 UTC
Weir JasparDirector · President · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 68,897 $0.00 $0.00
Disclosure

SEC source: 0001829864-22-000145 · wf-form4_167149133419892.xml · derivative · entry 2

Weir Jaspar · CIK 0001862087 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 688,972

Underlying: Class A Common Stock · 68,897 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

F2 · derivative.exercise_date: Represents an original amount of 1,102,354 RSUs that vest over four years in quarterly installments beginning on September 15, 2021.

F2 · derivative.expiration_date: Represents an original amount of 1,102,354 RSUs that vest over four years in quarterly installments beginning on September 15, 2021.

Read SEC document
December 15, 2022 Filed Dec 19, 2022 18:10 UTC
Weir JasparDirector · President · 10% owner
Exercise / conversionClass A Common Stock 68,897 Not disclosed Not disclosed
Disclosure

SEC source: 0001829864-22-000145 · wf-form4_167149133419892.xml · nonDerivative · entry 1

Weir Jaspar · CIK 0001862087 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 312,674

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

Read SEC document
December 15, 2022 Filed Dec 19, 2022 18:03 UTC
Maddock BryceDirector · Chief Executive Officer · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 68,897 $0.00 $0.00
Disclosure

SEC source: 0001829864-22-000144 · wf-form4_167149098955833.xml · derivative · entry 2

Maddock Bryce · CIK 0001862101 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 688,972

Underlying: Class A Common Stock · 68,897 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

F2 · derivative.exercise_date: Represents an original amount of 1,102,354 restricted stock units that vest over four years in quarterly installments beginning on September 15, 2021.

F2 · derivative.expiration_date: Represents an original amount of 1,102,354 restricted stock units that vest over four years in quarterly installments beginning on September 15, 2021.

Read SEC document
December 15, 2022 Filed Dec 19, 2022 18:03 UTC
Maddock BryceDirector · Chief Executive Officer · 10% owner
Exercise / conversionClass A Common Stock 68,897 Not disclosed Not disclosed
Disclosure

SEC source: 0001829864-22-000144 · wf-form4_167149098955833.xml · nonDerivative · entry 1

Maddock Bryce · CIK 0001862101 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 312,675

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

Read SEC document
October 28, 2022 Filed Oct 31, 2022 21:34 UTC
Walsh Claudia FGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 16,846 $0.00 $0.00
Disclosure

SEC source: 0001829864-22-000128 · wf-form4_166725208015619.xml · derivative · entry 3

Walsh Claudia F · CIK 0001889840 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,539

Underlying: Class A Common Stock · 16,846 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: These RSUs vest annually over four years as follows: 25% on October 28, 2022; 25% on October 28, 2023; 25% on October 28, 2024; and 25% on October 28, 2025.

F3 · derivative.exercise_date: These RSUs vest annually over four years as follows: 25% on October 28, 2022; 25% on October 28, 2023; 25% on October 28, 2024; and 25% on October 28, 2025.

F3 · derivative.expiration_date: These RSUs vest annually over four years as follows: 25% on October 28, 2022; 25% on October 28, 2023; 25% on October 28, 2024; and 25% on October 28, 2025.

Read SEC document
October 28, 2022 Filed Oct 31, 2022 21:34 UTC
Walsh Claudia FGeneral Counsel
Tax withholdingClass A Common Stock 5,826 $20.97 $122,171.22
Disclosure

SEC source: 0001829864-22-000128 · wf-form4_166725208015619.xml · nonDerivative · entry 2

Walsh Claudia F · CIK 0001889840 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,020

F2 · kind: Represents shares withheld in connection with the vesting of RSUs to cover tax withholding obligations.

Read SEC document
October 28, 2022 Filed Oct 31, 2022 21:34 UTC
Walsh Claudia FGeneral Counsel
Exercise / conversionClass A Common Stock 16,846 Not disclosed Not disclosed
Disclosure

SEC source: 0001829864-22-000128 · wf-form4_166725208015619.xml · nonDerivative · entry 1

Walsh Claudia F · CIK 0001889840 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,846

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

Read SEC document
September 15, 2022 Filed Sep 15, 2022 16:50 UTC
Weir JasparDirector · President · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 68,897 $0.00 $0.00
Disclosure

SEC source: 0001829864-22-000124 · wf-form4_166327504115417.xml · derivative · entry 2

Weir Jaspar · CIK 0001862087 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 757,869

Underlying: Class A Common Stock · 68,897 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

F2 · derivative.exercise_date: Represents an original amount of 1,102,354 RSUs that vest over four years in quarterly installments beginning on September 15, 2021.

F2 · derivative.expiration_date: Represents an original amount of 1,102,354 RSUs that vest over four years in quarterly installments beginning on September 15, 2021.

Read SEC document
September 15, 2022 Filed Sep 15, 2022 16:50 UTC
Weir JasparDirector · President · 10% owner
Exercise / conversionClass A Common Stock 68,897 Not disclosed Not disclosed
Disclosure

SEC source: 0001829864-22-000124 · wf-form4_166327504115417.xml · nonDerivative · entry 1

Weir Jaspar · CIK 0001862087 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243,777

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

Read SEC document
September 15, 2022 Filed Sep 15, 2022 17:07 UTC
Amaya StevenSee Remarks
GrantRestricted Stock Units · Derivative 7,710 $0.00 $0.00
Disclosure

SEC source: 0001829864-22-000126 · wf-form4_166327601719748.xml · derivative · entry 1

Amaya Steven · CIK 0001862098 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,710

Underlying: Class A Common Stock · 7,710 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

F2 · derivative.exercise_date: These RSUs vest annually over two years as follows: 50% on September 15, 2023; and 50% on September 15, 2024.

F2 · derivative.expiration_date: These RSUs vest annually over two years as follows: 50% on September 15, 2023; and 50% on September 15, 2024.

Read SEC document
September 15, 2022 Filed Sep 15, 2022 16:59 UTC
Maddock BryceDirector · Chief Executive Officer · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 68,897 $0.00 $0.00
Disclosure

SEC source: 0001829864-22-000125 · wf-form4_166327557912604.xml · derivative · entry 2

Maddock Bryce · CIK 0001862101 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 757,869

Underlying: Class A Common Stock · 68,897 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

F2 · derivative.exercise_date: Represents an original amount of 1,102,354 RSUs that vest over four years in quarterly installments beginning on September 15, 2021.

F2 · derivative.expiration_date: Represents an original amount of 1,102,354 RSUs that vest over four years in quarterly installments beginning on September 15, 2021.

Read SEC document
September 15, 2022 Filed Sep 15, 2022 16:59 UTC
Maddock BryceDirector · Chief Executive Officer · 10% owner
Exercise / conversionClass A Common Stock 68,897 Not disclosed Not disclosed
Disclosure

SEC source: 0001829864-22-000125 · wf-form4_166327557912604.xml · nonDerivative · entry 1

Maddock Bryce · CIK 0001862101 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243,778

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

Read SEC document
September 13, 2022 Filed Sep 14, 2022 21:39 UTC PurchaseClass A Common Stock 4,000 $18.36 $73,430.40
Disclosure

SEC source: 0001829864-22-000123 · wf-form4_166319157124956.xml · nonDerivative · entry 1

TUMINELLI KELLY L · CIK 0001549864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,846

F1 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $18.14 to $18.45, inclusive. The Reporting Person will provide, upon the request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price.

Read SEC document
September 07, 2022 Filed Sep 9, 2022 22:47 UTC Exercise / conversionRestricted Stock Units · Derivative 1,138 $0.00 $0.00
Disclosure

SEC source: 0001829864-22-000117 · wf-form4_166276361928685.xml · derivative · entry 2

TUMINELLI KELLY L · CIK 0001549864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,313

Underlying: Class A Common Stock · 1,138 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

F2 · derivative.exercise_date: On September 7, 2021, the Reporting Person was granted 3,451 RSUs that vest annually over three years as follows: 33% on September 7, 2022; 33% on September 7, 2023; and 34% on September 7, 2024.

F2 · derivative.expiration_date: On September 7, 2021, the Reporting Person was granted 3,451 RSUs that vest annually over three years as follows: 33% on September 7, 2022; 33% on September 7, 2023; and 34% on September 7, 2024.

Read SEC document
September 07, 2022 Filed Sep 9, 2022 22:47 UTC Exercise / conversionClass A Common Stock 1,138 Not disclosed Not disclosed
Disclosure

SEC source: 0001829864-22-000117 · wf-form4_166276361928685.xml · nonDerivative · entry 1

TUMINELLI KELLY L · CIK 0001549864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,846

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

Read SEC document
August 05, 2022 Filed Aug 9, 2022 16:28 UTC
Sekar BalajiChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 39,814 $0.00 $0.00
Disclosure

SEC source: 0001829864-22-000103 · wf-form4_166007685565070.xml · derivative · entry 3

Sekar Balaji · CIK 0001862676 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 159,257

Underlying: Class A Common Stock · 39,814 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

F3 · derivative.exercise_date: These RSUs vest annually over four years as follows: 20% on August 5, 2022; 20% on August 5, 2023; 20% on August 5, 2024; and 40% on August 5, 2025.

F3 · derivative.expiration_date: These RSUs vest annually over four years as follows: 20% on August 5, 2022; 20% on August 5, 2023; 20% on August 5, 2024; and 40% on August 5, 2025.

Read SEC document
August 05, 2022 Filed Aug 9, 2022 16:28 UTC
Sekar BalajiChief Financial Officer
Tax withholdingClass A Common Stock 10,214 $22.93 $234,207.02
Disclosure

SEC source: 0001829864-22-000103 · wf-form4_166007685565070.xml · nonDerivative · entry 2

Sekar Balaji · CIK 0001862676 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,600

F2 · kind: Represents shares withheld in connection with the vesting of RSUs to cover tax withholding obligations.

Read SEC document
August 05, 2022 Filed Aug 9, 2022 16:28 UTC
Sekar BalajiChief Financial Officer
Exercise / conversionClass A Common Stock 39,814 Not disclosed Not disclosed
Disclosure

SEC source: 0001829864-22-000103 · wf-form4_166007685565070.xml · nonDerivative · entry 1

Sekar Balaji · CIK 0001862676 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,814

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof).

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.