Last 12 months
Inside the activity.
1 purchase rows · 13 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 2 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 1 | 10 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 21, 2026 Filed Sep 21, 2026 20:56 UTC | PurchaseClass A Common Stock | 5,000 | $4.02 | $20,100.00 |
DisclosureSEC source: 0001628280-26-062926 · wk-form4_1790024199.xml · nonDerivative · entry 1 Henry Michael · CIK 0001419895 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.94 to $4.06, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
|
| September 08, 2026 Filed Sep 8, 2026 22:41 UTC |
Fund 1 Investments, LLC10% owner
|
SaleClass A Common Stock, $0.001 par value per share | 5,100 | $4.24 | $21,648.99 |
DisclosureSEC source: 0000921895-26-002505 · form413866002_09082026.xml · nonDerivative · entry 10 Fund 1 Investments, LLC · CIK 0001959730 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 5,801,933 F1 · ownership.nature: Securities reported herein for Fund 1 Investments, LLC are held by private investment vehicles for which Pleasant Lake Partners LLC serves as investment adviser. Fund 1 Investments, LLC serves as managing member of Pleasant Lake Partners LLC. Jonathan Lennon serves as managing member of Fund 1 Investments, LLC. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest therein. Read SEC document |
| September 08, 2026 Filed Sep 8, 2026 22:41 UTC |
Fund 1 Investments, LLC10% owner
|
SaleClass A Common Stock, $0.001 par value per share | 174,870 | $4.17 | $729,505.18 |
DisclosureSEC source: 0000921895-26-002505 · form413866002_09082026.xml · nonDerivative · entry 9 Fund 1 Investments, LLC · CIK 0001959730 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 5,807,033 F1 · ownership.nature: Securities reported herein for Fund 1 Investments, LLC are held by private investment vehicles for which Pleasant Lake Partners LLC serves as investment adviser. Fund 1 Investments, LLC serves as managing member of Pleasant Lake Partners LLC. Jonathan Lennon serves as managing member of Fund 1 Investments, LLC. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest therein. Read SEC document |
| September 04, 2026 Filed Sep 8, 2026 22:41 UTC |
Fund 1 Investments, LLC10% owner
|
SaleClass A Common Stock, $0.001 par value per share | 1,102 | $4.50 | $4,962.97 |
DisclosureSEC source: 0000921895-26-002505 · form413866002_09082026.xml · nonDerivative · entry 8 Fund 1 Investments, LLC · CIK 0001959730 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 5,981,903 F1 · ownership.nature: Securities reported herein for Fund 1 Investments, LLC are held by private investment vehicles for which Pleasant Lake Partners LLC serves as investment adviser. Fund 1 Investments, LLC serves as managing member of Pleasant Lake Partners LLC. Jonathan Lennon serves as managing member of Fund 1 Investments, LLC. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest therein. Read SEC document |
| September 04, 2026 Filed Sep 8, 2026 22:41 UTC |
Fund 1 Investments, LLC10% owner
|
SaleClass A Common Stock, $0.001 par value per share | 34,115 | $4.52 | $154,220.27 |
DisclosureSEC source: 0000921895-26-002505 · form413866002_09082026.xml · nonDerivative · entry 7 Fund 1 Investments, LLC · CIK 0001959730 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 5,983,005 F1 · ownership.nature: Securities reported herein for Fund 1 Investments, LLC are held by private investment vehicles for which Pleasant Lake Partners LLC serves as investment adviser. Fund 1 Investments, LLC serves as managing member of Pleasant Lake Partners LLC. Jonathan Lennon serves as managing member of Fund 1 Investments, LLC. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest therein. Read SEC document |
| September 04, 2026 Filed Sep 8, 2026 22:41 UTC |
Fund 1 Investments, LLC10% owner
|
SaleClass A Common Stock, $0.001 par value per share | 19,764 | $4.37 | $86,303.46 |
DisclosureSEC source: 0000921895-26-002505 · form413866002_09082026.xml · nonDerivative · entry 6 Fund 1 Investments, LLC · CIK 0001959730 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 6,017,120 F1 · ownership.nature: Securities reported herein for Fund 1 Investments, LLC are held by private investment vehicles for which Pleasant Lake Partners LLC serves as investment adviser. Fund 1 Investments, LLC serves as managing member of Pleasant Lake Partners LLC. Jonathan Lennon serves as managing member of Fund 1 Investments, LLC. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest therein. Read SEC document |
| September 04, 2026 Filed Sep 8, 2026 22:41 UTC |
Fund 1 Investments, LLC10% owner
|
SaleClass A Common Stock, $0.001 par value per share | 377,129 | $4.50 | $1,695,383.42 |
DisclosureSEC source: 0000921895-26-002505 · form413866002_09082026.xml · nonDerivative · entry 5 Fund 1 Investments, LLC · CIK 0001959730 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 6,036,884 F1 · ownership.nature: Securities reported herein for Fund 1 Investments, LLC are held by private investment vehicles for which Pleasant Lake Partners LLC serves as investment adviser. Fund 1 Investments, LLC serves as managing member of Pleasant Lake Partners LLC. Jonathan Lennon serves as managing member of Fund 1 Investments, LLC. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest therein. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 22:41 UTC |
Fund 1 Investments, LLC10% owner
|
SaleClass A Common Stock, $0.001 par value per share | 1,330 | $4.36 | $5,797.60 |
DisclosureSEC source: 0000921895-26-002505 · form413866002_09082026.xml · nonDerivative · entry 4 Fund 1 Investments, LLC · CIK 0001959730 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 6,414,013 F1 · ownership.nature: Securities reported herein for Fund 1 Investments, LLC are held by private investment vehicles for which Pleasant Lake Partners LLC serves as investment adviser. Fund 1 Investments, LLC serves as managing member of Pleasant Lake Partners LLC. Jonathan Lennon serves as managing member of Fund 1 Investments, LLC. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest therein. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 22:41 UTC |
Fund 1 Investments, LLC10% owner
|
SaleClass A Common Stock, $0.001 par value per share | 252,725 | $4.59 | $1,159,830.84 |
DisclosureSEC source: 0000921895-26-002505 · form413866002_09082026.xml · nonDerivative · entry 3 Fund 1 Investments, LLC · CIK 0001959730 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 6,415,343 F1 · ownership.nature: Securities reported herein for Fund 1 Investments, LLC are held by private investment vehicles for which Pleasant Lake Partners LLC serves as investment adviser. Fund 1 Investments, LLC serves as managing member of Pleasant Lake Partners LLC. Jonathan Lennon serves as managing member of Fund 1 Investments, LLC. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest therein. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 22:41 UTC |
Fund 1 Investments, LLC10% owner
|
SaleClass A Common Stock, $0.001 par value per share | 526,474 | $4.14 | $2,181,497.67 |
DisclosureSEC source: 0000921895-26-002505 · form413866002_09082026.xml · nonDerivative · entry 2 Fund 1 Investments, LLC · CIK 0001959730 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 6,668,068 F1 · ownership.nature: Securities reported herein for Fund 1 Investments, LLC are held by private investment vehicles for which Pleasant Lake Partners LLC serves as investment adviser. Fund 1 Investments, LLC serves as managing member of Pleasant Lake Partners LLC. Jonathan Lennon serves as managing member of Fund 1 Investments, LLC. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest therein. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 22:41 UTC |
Fund 1 Investments, LLC10% owner
|
SaleClass A Common Stock, $0.001 par value per share | 863,726 | $4.67 | $4,032,391.20 |
DisclosureSEC source: 0000921895-26-002505 · form413866002_09082026.xml · nonDerivative · entry 1 Fund 1 Investments, LLC · CIK 0001959730 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 7,194,542 F1 · ownership.nature: Securities reported herein for Fund 1 Investments, LLC are held by private investment vehicles for which Pleasant Lake Partners LLC serves as investment adviser. Fund 1 Investments, LLC serves as managing member of Pleasant Lake Partners LLC. Jonathan Lennon serves as managing member of Fund 1 Investments, LLC. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest therein. Read SEC document |
| June 11, 2026 Filed Jun 11, 2026 22:40 UTC |
Cingolani Michael JosephChief Merchandising Officer
|
SaleClass A Common Stock | 11,250 | $5.27 | $59,284.13 |
DisclosureSEC source: 0001628280-26-042608 · wk-form4_1781217657.xml · nonDerivative · entry 1 Cingolani Michael Joseph · CIK 0002044466 · Chief Merchandising Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,750 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.25 to $5.32, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 10, 2026 Filed Jun 10, 2026 22:13 UTC |
Aragones Teresa LunaDirector
|
GrantClass A Common Stock | 15,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042320 · wk-form4_1781129632.xml · nonDerivative · entry 1 Aragones Teresa Luna · CIK 0001890110 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,110 F1 · shares: Represents shares of restricted stock, which vest in two equal annual installments on each of the succeeding two anniversaries of the grant date. Read SEC document |
| June 10, 2026 Filed Jun 10, 2026 22:15 UTC |
Collier Douglas PDirector
|
GrantClass A Common Stock | 15,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042323 · wk-form4_1781129753.xml · nonDerivative · entry 1 Collier Douglas P · CIK 0001330931 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,511 F1 · shares: Represents shares of restricted stock, which vest in two equal annual installments on each of the succeeding two anniversaries of the grant date. Read SEC document |
| June 10, 2026 Filed Jun 10, 2026 22:01 UTC |
KERR JANETDirector
|
GrantClass A Common Stock | 15,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042310 · wk-form4_1781128880.xml · nonDerivative · entry 1 KERR JANET · CIK 0001286334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,526 F1 · shares: Represents shares of restricted stock, which vest in two equal annual installments on each of the succeeding two anniversaries of the grant date. Read SEC document |
| June 10, 2026 Filed Jun 10, 2026 22:05 UTC |
JOHNSON SETH RDirector
|
GrantClass A Common Stock | 15,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042315 · wk-form4_1781129139.xml · nonDerivative · entry 1 JOHNSON SETH R · CIK 0001185586 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,363 F1 · shares: Represents shares of restricted stock, which vest in two equal annual installments on each of the succeeding two anniversaries of the grant date. Read SEC document |
| June 10, 2026 Filed Jun 10, 2026 22:07 UTC |
Relich MichaelDirector
|
GrantClass A Common Stock | 15,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042317 · wk-form4_1781129272.xml · nonDerivative · entry 1 Relich Michael · CIK 0001345211 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,018 F1 · shares: Represents shares of restricted stock, which vest in two equal annual installments on each of the succeeding two anniversaries of the grant date. Read SEC document |
| April 01, 2026 Filed Apr 1, 2026 21:37 UTC |
Cingolani Michael JosephSee Remarks
|
GrantStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $4.20 | $0.00 |
DisclosureSEC source: 0001628280-26-022866 · wk-form4_1775079470.xml · derivative · entry 1 Cingolani Michael Joseph · CIK 0002044466 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 shares Expires 2036-04-01 F1 · derivative.exercise_date: The options vest in four equal annual installments on each of the next four anniversaries of the April 1, 2026 grant date, subject to the Reporting Person's continued employment with or service to the Issuer through the applicable vesting date. Read SEC document |
| April 01, 2026 Filed Apr 1, 2026 17:41 UTC | GrantStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $4.20 | $0.00 |
DisclosureSEC source: 0001628280-26-022869 · wk-form4_1775079699.xml · derivative · entry 1 Henry Michael · CIK 0001419895 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 shares Expires 2036-04-01 F1 · derivative.exercise_date: The options vest in four equal annual installments on each of the next four anniversaries of the April 1, 2026 grant date, subject to the Reporting Person's continued employment with or service to the Issuer through the applicable vesting date. Read SEC document |
|
| April 01, 2026 Filed Apr 1, 2026 21:35 UTC |
SHAKED HEZYDirector · See Remarks · 10% owner
|
GrantStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $4.20 | $0.00 |
DisclosureSEC source: 0001628280-26-022863 · wk-form4_1775079303.xml · derivative · entry 1 SHAKED HEZY · CIK 0001548777 · Director · See Remarks · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 shares Expires 2036-04-01 F1 · derivative.exercise_date: The options vest in four equal annual installments on each of the next four anniversaries of the April 1, 2026 grant date, subject to the Reporting Person's continued employment with or service to the Issuer through the applicable vesting date. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 23:42 UTC |
Shay Capital LLC10% owner
|
SaleCommon Stock | 20,000 | $3.70 | $74,074.00 |
DisclosureSEC source: 0001193805-26-000338 · e665286_4-tlys.xml · nonDerivative · entry 1 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,315,000 Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 23:46 UTC |
Shay Capital LLC10% owner
|
SaleCommon Stock | 1,025,000 | $2.55 | $2,616,005.00 |
DisclosureSEC source: 0001193805-26-000273 · e665248_4-tlys.xml · nonDerivative · entry 1 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,335,000 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 23:37 UTC |
Smith Nathan MichaelDirector · See Remarks
|
GrantStock Option (Right to Buy) · Derivative | 900,000 | $0.00 Strike: $1.99 | $0.00 |
DisclosureSEC source: 0001628280-26-013457 · wk-form4_1772494648.xml · derivative · entry 4 Smith Nathan Michael · CIK 0002083540 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900,000 Underlying: Class A Common Stock · 900,000 shares Expires 2035-09-08 F3 · derivative.exercise_date: Represents an award of performance-based options that will vest upon the satisfaction of both performance and service-based requirements. The options may be earned based upon the performance of the Company's stock price during the applicable performance period through the 10-year life of the option ending on September 8, 2035. The quantity reported represents the maximum quantity of shares subject to the option that may vest and become exercisable. As such, fewer shares subject to the option may ultimately be earned based on actual results over the performance period. The earned portion of the option will satisfy the service-based requirement on August 18, 2026, subject to continued service with the Company. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 23:37 UTC |
Smith Nathan MichaelDirector · See Remarks
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 900,000 | $0.00 Strike: $1.99 | $0.00 |
DisclosureSEC source: 0001628280-26-013457 · wk-form4_1772494648.xml · derivative · entry 3 Smith Nathan Michael · CIK 0002083540 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 900,000 shares Expires 2035-09-08 F1 · derivative.exercise_date: The options were canceled by mutual agreement of the reporting person and issuer for no consideration. F3 · derivative.exercise_date: Represents an award of performance-based options that will vest upon the satisfaction of both performance and service-based requirements. The options may be earned based upon the performance of the Company's stock price during the applicable performance period through the 10-year life of the option ending on September 8, 2035. The quantity reported represents the maximum quantity of shares subject to the option that may vest and become exercisable. As such, fewer shares subject to the option may ultimately be earned based on actual results over the performance period. The earned portion of the option will satisfy the service-based requirement on August 18, 2026, subject to continued service with the Company. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 23:37 UTC |
Smith Nathan MichaelDirector · See Remarks
|
GrantStock Option (Right to Buy) · Derivative | 900,000 | $0.00 Strike: $1.99 | $0.00 |
DisclosureSEC source: 0001628280-26-013457 · wk-form4_1772494648.xml · derivative · entry 2 Smith Nathan Michael · CIK 0002083540 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900,000 Underlying: Class A Common Stock · 900,000 shares Expires 2035-09-08 F2 · derivative.exercise_date: The options vest over four years, with the first 25% of the grant vesting on September 8, 2026, and monthly vestings of 18,750 options thereafter through September 8, 2029, subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 23:37 UTC |
Smith Nathan MichaelDirector · See Remarks
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 900,000 | $0.00 Strike: $1.99 | $0.00 |
DisclosureSEC source: 0001628280-26-013457 · wk-form4_1772494648.xml · derivative · entry 1 Smith Nathan Michael · CIK 0002083540 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 900,000 shares Expires 2035-09-08 F1 · derivative.exercise_date: The options were canceled by mutual agreement of the reporting person and issuer for no consideration. F2 · derivative.exercise_date: The options vest over four years, with the first 25% of the grant vesting on September 8, 2026, and monthly vestings of 18,750 options thereafter through September 8, 2029, subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 17:09 UTC |
Fund 1 Investments, LLC10% owner
Pleasant Lake Partners LLC10% owner
PLP Funds Master Fund LP10% owner
|
OtherClass A Common Stock, $0.001 par value per share | 116,611 | $0.00 | $0.00 |
DisclosureSEC source: 0000921895-25-002707 · form413866002_10072025.xml · nonDerivative · entry 1 Fund 1 Investments, LLC · CIK 0001959730 · 10% owner Pleasant Lake Partners LLC · CIK 0001580144 · 10% owner PLP Funds Master Fund LP · CIK 0002052009 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 8,058,268 F1 · kind: This transaction reflects a distribution of shares to certain unaffiliated limited partners on a pro rata basis for no consideration. F2 · ownership.nature: Securities reported herein are held for the benefit of PLP Funds Master Fund LP (the "Master Fund") and additional private investment vehicles for which Pleasant Lake Partners LLC ("PLP") serves as investment adviser. Fund 1 Investments, LLC ("Fund 1") serves as managing member of PLP. Jonathan Lennon (together with Fund 1, PLP and Master Fund, the "Reporting Persons") serves as managing member of Fund 1. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein. F3 · ownership.nature: Securities held for the account of the Master Fund. Read SEC document |
| September 08, 2025 Filed Sep 17, 2025 22:53 UTC |
Smith Nathan MichaelDirector · See Remarks
|
GrantStock Option (Right to Buy) · Derivative | 900,000 | $0.00 Strike: $1.99 | $0.00 |
DisclosureSEC source: 0002083540-25-000005 · wk-form4_1758149587.xml · derivative · entry 2 Smith Nathan Michael · CIK 0002083540 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900,000 Underlying: Class A Common Stock · 900,000 shares Expires 2035-09-08 F2 · derivative.exercise_date: Represents an award of performance-based options that will vest upon the satisfaction of both performance and service-based requirements. The options may be earned based upon the performance of the Company's stock price during the applicable performance period through the 10-year life of the option ending on September 8, 2035. The quantity reported represents the maximum quantity of shares subject to the option that may vest and become exercisable. As such, fewer shares subject to the option may ultimately be earned based on actual results over the performance period. The earned portion of the option will satisfy the service-based requirement on August 18, 2026, subject to continued service with the Company. Read SEC document |
| September 08, 2025 Filed Sep 17, 2025 22:53 UTC |
Smith Nathan MichaelDirector · See Remarks
|
GrantStock Option (Right to Buy) · Derivative | 900,000 | $0.00 Strike: $1.99 | $0.00 |
DisclosureSEC source: 0002083540-25-000005 · wk-form4_1758149587.xml · derivative · entry 1 Smith Nathan Michael · CIK 0002083540 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900,000 Underlying: Class A Common Stock · 900,000 shares Expires 2035-09-08 F1 · derivative.exercise_date: The options vest over four years, with the first 25% of the grant vesting on the first anniversary of the grant date on September 8, 2026, and monthly vesting's of 18,750 options thereafter through September 8, 2029, subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 22:31 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 25,000 | $1.29 | $32,305.00 |
DisclosureSEC source: 0001193805-25-001180 · e664780_4-tlys.xml · nonDerivative · entry 2 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,360,000 Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 22:31 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 35,000 | $1.42 | $49,773.50 |
DisclosureSEC source: 0001193805-25-001180 · e664780_4-tlys.xml · nonDerivative · entry 1 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,335,000 Read SEC document |
| July 30, 2025 Filed Jul 30, 2025 21:48 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 25,000 | $1.90 | $47,512.50 |
DisclosureSEC source: 0001193805-25-001131 · e664749_4-tlys.xml · nonDerivative · entry 3 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,300,000 Read SEC document |
| July 29, 2025 Filed Jul 30, 2025 21:48 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 25,000 | $1.85 | $46,285.00 |
DisclosureSEC source: 0001193805-25-001131 · e664749_4-tlys.xml · nonDerivative · entry 2 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,275,000 Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 21:48 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 50,000 | $2.03 | $101,690.00 |
DisclosureSEC source: 0001193805-25-001131 · e664749_4-tlys.xml · nonDerivative · entry 1 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,250,000 Read SEC document |
| July 07, 2025 Filed Jul 8, 2025 21:58 UTC |
Shay Capital LLC10% owner
|
PurchaseCall Option (right to buy) · Derivative | 300 | $0.25 Strike: $2.50 | $75.00 |
DisclosureSEC source: 0001193805-25-000989 · e664679_4-tlys.xml · derivative · entry 1 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300 Underlying: Common Stock · 30,000 shares Expires 2026-01-16 Read SEC document |
| June 30, 2025 Filed Jun 30, 2025 21:27 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stoc | 59,935 | $1.45 | $86,845.82 |
DisclosureSEC source: 0001193805-25-000948 · e664663_4-tlys.xml · nonDerivative · entry 4 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,200,000 Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 21:27 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 22,643 | $1.25 | $28,303.75 |
DisclosureSEC source: 0001193805-25-000948 · e664663_4-tlys.xml · nonDerivative · entry 3 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,140,065 Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 21:27 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 50,000 | $1.47 | $73,280.00 |
DisclosureSEC source: 0001193805-25-000948 · e664663_4-tlys.xml · nonDerivative · entry 2 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,117,422 Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 21:27 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 100,000 | $1.30 | $129,840.00 |
DisclosureSEC source: 0001193805-25-000948 · e664663_4-tlys.xml · nonDerivative · entry 1 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,067,422 Read SEC document |
| June 11, 2025 Filed Jun 11, 2025 21:35 UTC |
Aragones Teresa LunaDirector
|
GrantClass A Common Stock | 65,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030812 · wk-form4_1749677750.xml · nonDerivative · entry 1 Aragones Teresa Luna · CIK 0001890110 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,666 F1 · shares: Represents shares of restricted stock, which vest in two equal annual installments on each of the succeeding two anniversaries of the grant date. Read SEC document |
| June 11, 2025 Filed Jun 11, 2025 21:37 UTC |
Collier Douglas PDirector
|
GrantClass A Common Stock | 65,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030814 · wk-form4_1749677833.xml · nonDerivative · entry 1 Collier Douglas P · CIK 0001330931 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,067 F1 · shares: Represents shares of restricted stock, which vest in two equal annual installments on each of the succeeding two anniversaries of the grant date. Read SEC document |
| June 11, 2025 Filed Jun 11, 2025 21:33 UTC |
JOHNSON SETH RDirector
|
GrantClass A Common Stock | 65,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030810 · wk-form4_1749677616.xml · nonDerivative · entry 1 JOHNSON SETH R · CIK 0001185586 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,919 F1 · shares: Represents shares of restricted stock, which vest in two equal annual installments on each of the succeeding two anniversaries of the grant date. Read SEC document |
| June 11, 2025 Filed Jun 11, 2025 21:28 UTC |
Relich MichaelDirector
|
GrantClass A Common Stock | 65,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030807 · wk-form4_1749677319.xml · nonDerivative · entry 1 Relich Michael · CIK 0001345211 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,574 F1 · shares: Represents shares of restricted stock, which vest in two equal annual installments on each of the succeeding two anniversaries of the grant date. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 14:46 UTC |
KERR JANETDirector
|
GrantClass A Common Stock | 65,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030877 · wk-form4_1749739570.xml · nonDerivative · entry 1 KERR JANET · CIK 0001286334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,837 F1 · shares: Represents shares of restricted stock, which vest in two equal annual installments on each of the succeeding two anniversaries of the grant date. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 21:57 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 100,000 | $1.54 | $154,120.00 |
DisclosureSEC source: 0001193805-25-000845 · e664617_4-tlys.xml · nonDerivative · entry 1 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,967,422 Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 23:30 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 75,000 | $1.27 | $95,550.00 |
DisclosureSEC source: 0001193805-25-000775 · e664587_4-tlys.xml · nonDerivative · entry 2 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,867,422 Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 23:30 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 15,678 | $1.00 | $15,676.43 |
DisclosureSEC source: 0001193805-25-000775 · e664587_4-tlys.xml · nonDerivative · entry 1 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,792,422 Read SEC document |
| May 28, 2025 Filed May 29, 2025 01:00 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 50,000 | $0.94 | $46,825.00 |
DisclosureSEC source: 0001193805-25-000737 · e664563_4-tlys.xml · nonDerivative · entry 3 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,776,744 Read SEC document |
| May 27, 2025 Filed May 29, 2025 01:00 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 50,000 | $0.86 | $43,160.00 |
DisclosureSEC source: 0001193805-25-000737 · e664563_4-tlys.xml · nonDerivative · entry 2 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,726,744 Read SEC document |
| May 23, 2025 Filed May 29, 2025 01:00 UTC |
Shay Capital LLC10% owner
|
PurchaseCommon Stock | 44,607 | $0.85 | $37,982.86 |
DisclosureSEC source: 0001193805-25-000737 · e664563_4-tlys.xml · nonDerivative · entry 1 Shay Capital LLC · CIK 0001723643 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,676,744 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.