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TOST

Toast, Inc.

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3272
SEC CIK
0001650164
Parsed reports
628

Last 12 months

Inside the activity.

0 purchase rows · 57 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202505
Dec 202500
Jan 202606
Feb 202605
Mar 202601
Apr 202605
May 202602
Jun 202600
Jul 202608
Aug 2026016
Sep 202602
Oct 202607

Latest available

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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
July 01, 2024 Filed Jul 3, 2024 20:37 UTC
Narang AmanDirector · CEO
Exercise / conversionClass A Common Stock 12,597 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000240 · wk-form4_1720039043.xml · nonDerivative · entry 3

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,137,398

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:37 UTC
Narang AmanDirector · CEO
Exercise / conversionClass A Common Stock 6,330 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000240 · wk-form4_1720039043.xml · nonDerivative · entry 2

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,124,801

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:37 UTC
Narang AmanDirector · CEO
Exercise / conversionClass A Common Stock 1,560 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000240 · wk-form4_1720039043.xml · nonDerivative · entry 1

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,118,471

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:39 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 3,989 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000243 · wk-form4_1720039136.xml · derivative · entry 8

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,837

Underlying: Class A Common Stock · 3,989 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F5 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

F5 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:39 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 3,481 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000243 · wk-form4_1720039136.xml · derivative · entry 7

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,300

Underlying: Class A Common Stock · 3,481 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:39 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000243 · wk-form4_1720039136.xml · derivative · entry 6

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Class A Common Stock · 1,250 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F3 · derivative.exercise_date: The RSUs shall vest as follows: 25% on July 1, 2022, with remainder vesting in equal quarterly installments over the following three years.

F3 · derivative.expiration_date: The RSUs shall vest as follows: 25% on July 1, 2022, with remainder vesting in equal quarterly installments over the following three years.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:39 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 3,989 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000243 · wk-form4_1720039136.xml · nonDerivative · entry 3

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,104

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:39 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 3,481 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000243 · wk-form4_1720039136.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169,115

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:39 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000243 · wk-form4_1720039136.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 165,634

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:38 UTC
Fredette StephenDirector · President
Exercise / conversionRestricted Stock Units · Derivative 5,651 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000241 · wk-form4_1720039075.xml · derivative · entry 10

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,770

Underlying: Class A Common Stock · 5,651 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F5 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

F5 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:38 UTC
Fredette StephenDirector · President
Exercise / conversionRestricted Stock Units · Derivative 5,698 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000241 · wk-form4_1720039075.xml · derivative · entry 9

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,672

Underlying: Class A Common Stock · 5,698 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:38 UTC
Fredette StephenDirector · President
Exercise / conversionRestricted Stock Units · Derivative 1,560 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000241 · wk-form4_1720039075.xml · derivative · entry 8

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,690

Underlying: Class A Common Stock · 1,560 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F3 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years.

F3 · derivative.expiration_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:38 UTC
Fredette StephenDirector · President
Exercise / conversionClass A Common Stock 5,651 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000241 · wk-form4_1720039075.xml · nonDerivative · entry 3

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,851,125

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

F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:38 UTC
Fredette StephenDirector · President
Exercise / conversionClass A Common Stock 5,698 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000241 · wk-form4_1720039075.xml · nonDerivative · entry 2

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,845,474

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:38 UTC
Fredette StephenDirector · President
Exercise / conversionClass A Common Stock 1,560 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000241 · wk-form4_1720039075.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,839,776

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:35 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 6,316 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000237 · wk-form4_1720038948.xml · derivative · entry 8

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 94,742

Underlying: Class A Common Stock · 6,316 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F7 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

F7 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:35 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 6,330 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000237 · wk-form4_1720038948.xml · derivative · entry 7

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 69,636

Underlying: Class A Common Stock · 6,330 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F6 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

F6 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:35 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 23,435 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000237 · wk-form4_1720038948.xml · derivative · entry 6

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 70,315

Underlying: Class A Common Stock · 23,435 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F5 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years.

F5 · derivative.expiration_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:35 UTC
Gomez ElenaChief Financial Officer
SaleClass A Common Stock 12,500 $25.43 $317,862.50
Disclosure

SEC source: 0001650164-24-000237 · wk-form4_1720038948.xml · nonDerivative · entry 4

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 200,561

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2023.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.24 to $25.70, 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 sold at each separate price within this price range set forth in this footnote.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:35 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionClass A Common Stock 6,316 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000237 · wk-form4_1720038948.xml · nonDerivative · entry 3

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 213,061

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:35 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionClass A Common Stock 6,330 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000237 · wk-form4_1720038948.xml · nonDerivative · entry 2

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 206,745

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:35 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionClass A Common Stock 23,435 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000237 · wk-form4_1720038948.xml · nonDerivative · entry 1

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 200,415

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:38 UTC Exercise / conversionRestricted Stock Units · Derivative 11,395 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000242 · wk-form4_1720039104.xml · derivative · entry 4

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 125,345

Underlying: Class A Common Stock · 11,395 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:38 UTC Exercise / conversionRestricted Stock Units · Derivative 3,125 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000242 · wk-form4_1720039104.xml · derivative · entry 3

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,375

Underlying: Class A Common Stock · 3,125 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F2 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years.

F2 · derivative.expiration_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:38 UTC Exercise / conversionClass A Common Stock 11,395 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000242 · wk-form4_1720039104.xml · nonDerivative · entry 2

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,282

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:38 UTC Exercise / conversionClass A Common Stock 3,125 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000242 · wk-form4_1720039104.xml · nonDerivative · entry 1

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,887

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:37 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 997 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000239 · wk-form4_1720039013.xml · derivative · entry 5

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,959

Underlying: Class A Common Stock · 997 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:37 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 3,165 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000239 · wk-form4_1720039013.xml · derivative · entry 4

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,818

Underlying: Class A Common Stock · 3,165 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:37 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionClass A Common Stock 997 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000239 · wk-form4_1720039013.xml · nonDerivative · entry 2

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,972

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:37 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionClass A Common Stock 3,165 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000239 · wk-form4_1720039013.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,975

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:36 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 4,986 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000238 · wk-form4_1720038981.xml · derivative · entry 5

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,797

Underlying: Class A Common Stock · 4,986 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 20:36 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 4,748 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000238 · wk-form4_1720038981.xml · derivative · entry 4

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,227

Underlying: Class A Common Stock · 4,748 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

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July 01, 2024 Filed Jul 3, 2024 20:36 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionClass A Common Stock 4,986 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000238 · wk-form4_1720038981.xml · nonDerivative · entry 2

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,631

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

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July 01, 2024 Filed Jul 3, 2024 20:36 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionClass A Common Stock 4,748 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000238 · wk-form4_1720038981.xml · nonDerivative · entry 1

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,645

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

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June 18, 2024 Filed Jun 21, 2024 20:25 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 80,000 $0.00 Strike: $1.52 $0.00
Disclosure

SEC source: 0001650164-24-000223 · wk-form4_1719001499.xml · derivative · entry 4

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 710,000

Underlying: Class A Common Stock · 80,000 shares

Expires 2029-02-08

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

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 1, 2024.

F4 · derivative.exercise_date: The shares subject to this option are fully vested and exercisable as of the date hereof.

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June 18, 2024 Filed Jun 21, 2024 20:25 UTC SaleClass A Common Stock 5,229 $24.82 $129,794.24
Disclosure

SEC source: 0001650164-24-000223 · wk-form4_1719001499.xml · nonDerivative · entry 3

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 97,762

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 1, 2024.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.71 to $24.95, 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 sold at each separate price within this price range set forth in this footnote.

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June 18, 2024 Filed Jun 21, 2024 20:25 UTC SaleClass A Common Stock 74,771 $24.19 $1,808,486.18
Disclosure

SEC source: 0001650164-24-000223 · wk-form4_1719001499.xml · nonDerivative · entry 2

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 102,991

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 1, 2024.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.705 to $24.63, 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 sold at each separate price within this price range set forth in this footnote.

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June 18, 2024 Filed Jun 21, 2024 20:25 UTC Exercise / conversionClass A Common Stock 80,000 $1.52 $121,600.00
Disclosure

SEC source: 0001650164-24-000223 · wk-form4_1719001499.xml · nonDerivative · entry 1

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 177,762

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

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 1, 2024.

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June 10, 2024 Filed Jun 12, 2024 21:15 UTC
Fredette StephenDirector · President
GiftClass A Common Stock 110,000 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000221 · wk-form4_1718226945.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Fredette Family Nominee Trust

Disclosed balance after: 177,500

F1 · kind: Represents a distribution-in-kind based on beneficial interest ownership of the Fredette Family Nominee Trust with no payment in consideration.

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June 06, 2024 Filed Jun 10, 2024 20:41 UTC
BELL PAUL DDirector
GrantRestricted Stock Units · Derivative 9,712 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000218 · wk-form4_1718052078.xml · derivative · entry 3

BELL PAUL D · CIK 0001077816 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,712

Underlying: Class A Common Stock · 9,712 shares

Expires not disclosed

F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F4 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 6, 2025 and 2) the next annual meeting of the Issuer's stockholders following the grant date.

F3 · derivative.expiration_date: Not Applicable.

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June 06, 2024 Filed Jun 10, 2024 20:41 UTC
BELL PAUL DDirector
Exercise / conversionRestricted Stock Units · Derivative 11,593 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000218 · wk-form4_1718052078.xml · derivative · entry 2

BELL PAUL D · CIK 0001077816 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 11,593 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F2 · derivative.exercise_date: The RSUs vested in full on June 6, 2024.

F3 · derivative.expiration_date: Not Applicable.

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June 06, 2024 Filed Jun 10, 2024 20:41 UTC
BELL PAUL DDirector
Exercise / conversionClass A Common Stock 11,593 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000218 · wk-form4_1718052078.xml · nonDerivative · entry 1

BELL PAUL D · CIK 0001077816 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 240,680

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 20:38 UTC GrantRestricted Stock Units · Derivative 9,712 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000214 · wk-form4_1718051902.xml · derivative · entry 3

PATRICK DEVAL L · CIK 0001053466 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,712

Underlying: Class A Common Stock · 9,712 shares

Expires not disclosed

F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F4 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 6, 2025 and 2) the next annual meeting of the Issuer's stockholders following the grant date.

F3 · derivative.expiration_date: Not Applicable.

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June 06, 2024 Filed Jun 10, 2024 20:38 UTC Exercise / conversionRestricted Stock Units · Derivative 11,593 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000214 · wk-form4_1718051902.xml · derivative · entry 2

PATRICK DEVAL L · CIK 0001053466 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 11,593 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F2 · derivative.exercise_date: The RSUs vested in full on June 6, 2024.

F3 · derivative.expiration_date: Not Applicable.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 20:38 UTC Exercise / conversionClass A Common Stock 11,593 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000214 · wk-form4_1718051902.xml · nonDerivative · entry 1

PATRICK DEVAL L · CIK 0001053466 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,482

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 21:52 UTC GrantRestricted Stock Units · Derivative 9,712 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-071442 · ownership.xml · derivative · entry 3

Bennett Richard Kent · CIK 0001860725 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 9,712

Underlying: Class A Common Stock · 9,712 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F7 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 6, 2025 and 2) the next annual meeting of the Issuer's stockholders following the grant date.

F6 · derivative.expiration_date: Not Applicable.

F8 · balance_after: The Reporting Person has agreed to assign to Deer Management Co, LLC the right to any shares issuable pursuant to this grant or any proceeds from the sale thereof.

F1 · ownership.nature: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F8 · ownership.nature: The Reporting Person has agreed to assign to Deer Management Co, LLC the right to any shares issuable pursuant to this grant or any proceeds from the sale thereof.

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June 06, 2024 Filed Jun 10, 2024 21:52 UTC Exercise / conversionRestricted Stock Units · Derivative 11,593 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-071442 · ownership.xml · derivative · entry 2

Bennett Richard Kent · CIK 0001860725 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 11,593 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F5 · derivative.exercise_date: The RSUs vested in full on June 6, 2024.

F6 · derivative.expiration_date: Not Applicable.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 21:52 UTC Exercise / conversionClass A Common Stock 11,593 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-071442 · ownership.xml · nonDerivative · entry 1

Bennett Richard Kent · CIK 0001860725 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 419,685

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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F2 · balance_after: Includes Class A Common Stock received by the Reporting Person related to equity grants issued by the Company. The Reporting Person has agreed to assign to Deer Management Co, LLC the right to any shares issuable pursuant to this grant or any proceeds from the sale thereof.

F3 · balance_after: These shares are held directly by the reporting person.

F4 · ownership.direct: As of the date hereof, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional own 7,870,437 shares of Class B Common Stock, 6,349,184 shares of Class B Common Stock, 331,107 shares of Class B Common Stock, and 2,089,272 shares of Class B Common Stock, respectively.

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June 06, 2024 Filed Jun 10, 2024 20:40 UTC GrantRestricted Stock Units · Derivative 9,712 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000216 · wk-form4_1718051998.xml · derivative · entry 3

Hawkins Mark J · CIK 0001430437 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,712

Underlying: Class A Common Stock · 9,712 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F4 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 6, 2025 and 2) the next annual meeting of the Issuer's stockholders following the grant date.

F3 · derivative.expiration_date: Not Applicable.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 20:40 UTC Exercise / conversionRestricted Stock Units · Derivative 11,593 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000216 · wk-form4_1718051998.xml · derivative · entry 2

Hawkins Mark J · CIK 0001430437 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 11,593 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F2 · derivative.exercise_date: The RSUs vested in full on June 6, 2024.

F3 · derivative.expiration_date: Not Applicable.

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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.