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Toast, Inc.

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3272
SEC CIK
0001650164
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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
June 06, 2024 Filed Jun 10, 2024 20:40 UTC Exercise / conversionClass A Common Stock 11,593 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000216 · wk-form4_1718051998.xml · nonDerivative · entry 1

Hawkins Mark J · CIK 0001430437 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,892

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.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 16:37 UTC
Yuan DavidDirector
GrantRestricted Stock Units · Derivative 9,712 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000213 · wk-form4_1718051862.xml · derivative · entry 6

Yuan David · CIK 0001406509 · 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.

F8 · 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.

F7 · derivative.expiration_date: Not Applicable.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 16:37 UTC
Yuan DavidDirector
Exercise / conversionRestricted Stock Units · Derivative 11,593 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000213 · wk-form4_1718051862.xml · derivative · entry 5

Yuan David · CIK 0001406509 · 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.

F6 · derivative.exercise_date: The RSUs vested in full on June 6, 2024.

F7 · derivative.expiration_date: Not Applicable.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 16:37 UTC
Yuan DavidDirector
Exercise / conversionClass A Common Stock 11,593 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000213 · wk-form4_1718051862.xml · nonDerivative · entry 1

Yuan David · CIK 0001406509 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,599

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.

F2 · balance_after: Includes 3,714 shares of Class A Common Stock received in a prior distribution in-kind from Tidemark Capital made in accordance with the exemptions afforded by Rule 16a-13 and Rule 16a-9 of the Securities Exchange Act of 1934, as amended.

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: 0001650164-24-000215 · wk-form4_1718051931.xml · derivative · entry 3

Koplow Hilarie A. · CIK 0001517131 · 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.

Read SEC document
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: 0001650164-24-000215 · wk-form4_1718051931.xml · derivative · entry 2

Koplow Hilarie A. · CIK 0001517131 · 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: 0001650164-24-000215 · wk-form4_1718051931.xml · nonDerivative · entry 1

Koplow Hilarie A. · CIK 0001517131 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,747

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 20:40 UTC GrantRestricted Stock Units · Derivative 9,712 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000217 · wk-form4_1718052035.xml · derivative · entry 3

Chapman-Hughes Susan · CIK 0001608495 · 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.

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: 0001650164-24-000217 · wk-form4_1718052035.xml · derivative · entry 2

Chapman-Hughes Susan · CIK 0001608495 · 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 20:40 UTC Exercise / conversionClass A Common Stock 11,593 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000217 · wk-form4_1718052035.xml · nonDerivative · entry 1

Chapman-Hughes Susan · CIK 0001608495 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,815

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 20:37 UTC GrantRestricted Stock Units · Derivative 9,712 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000212 · wk-form4_1718051825.xml · derivative · entry 2

Comparato Christopher P · CIK 0001868272 · 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.

F2 · 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 04, 2024 Filed Jun 6, 2024 20:23 UTC
Fredette StephenDirector · President
ConversionClass B Common Stock · Derivative 250,000 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000196 · wk-form4_1717705399.xml · derivative · entry 5

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Fredette Family Nominee Trust

Disclosed balance after: 462,500

Underlying: Class A Common Stock · 250,000 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation.

F1 · kind: Reflects the voluntary conversion of Class B Common Stock on a one-for-one basis.

F2 · derivative.exercise_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation.

F2 · derivative.expiration_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation.

Read SEC document
June 04, 2024 Filed Jun 6, 2024 20:23 UTC
Fredette StephenDirector · President
ConversionClass A Common Stock 250,000 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000196 · wk-form4_1717705399.xml · nonDerivative · entry 2

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Fredette Family Nominee Trust

Disclosed balance after: 287,500

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: Reflects the voluntary conversion of Class B Common Stock on a one-for-one basis.

F1 · price: Reflects the voluntary conversion of Class B Common Stock on a one-for-one basis.

F2 · price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation.

Read SEC document
May 31, 2024 Filed Jun 4, 2024 20:38 UTC OtherStock Option (Right to Buy) · Derivative 790,000 $0.00 Strike: $1.52 $0.00
Disclosure

SEC source: 0001650164-24-000193 · wk-form4_1717533504.xml · derivative · entry 3

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 790,000

Underlying: Class A Common Stock · 790,000 shares

Expires 2029-02-08

F1 · kind: Reflects the voluntary conversion of Class B Common Stock on a one-for-one basis.

F2 · kind: In connection with the voluntary conversion described in footnote 1, the outstanding options to purchase shares of Class B Common Stock remain unchanged, except that they now represent the option to purchase Class A Common Stock.

F3 · derivative.exercise_date: The shares subject to this option are fully vested and exercisable as of the date hereof.

Read SEC document
May 31, 2024 Filed Jun 4, 2024 20:38 UTC OtherStock Option (Right to Buy) · Derivative 790,000 $0.00 Strike: $1.52 $0.00
Disclosure

SEC source: 0001650164-24-000193 · wk-form4_1717533504.xml · derivative · entry 2

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 635,000

Underlying: Class B Common Stock · 790,000 shares

Expires 2029-02-08

F1 · kind: Reflects the voluntary conversion of Class B Common Stock on a one-for-one basis.

F2 · kind: In connection with the voluntary conversion described in footnote 1, the outstanding options to purchase shares of Class B Common Stock remain unchanged, except that they now represent the option to purchase Class A Common Stock.

F3 · derivative.exercise_date: The shares subject to this option are fully vested and exercisable as of the date hereof.

Read SEC document
May 23, 2024 Filed May 28, 2024 10:03 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 50,000 $0.00 Strike: $0.52 $0.00
Disclosure

SEC source: 0001650164-24-000186 · wk-form4_1716890600.xml · derivative · entry 4

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 197,211

Underlying: Class A Common Stock · 50,000 shares

Expires 2027-09-26

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 December 14, 2023.

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

Read SEC document
May 23, 2024 Filed May 28, 2024 10:03 UTC
Vassil JonathanChief Revenue Officer
SaleClass A Common Stock 5,154 $26.37 $135,910.98
Disclosure

SEC source: 0001650164-24-000186 · wk-form4_1716890600.xml · nonDerivative · entry 3

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 26,897

F1 · 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 $26.25 to $26.78, 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
May 23, 2024 Filed May 28, 2024 10:03 UTC
Vassil JonathanChief Revenue Officer
SaleClass A Common Stock 44,846 $25.72 $1,153,528.81
Disclosure

SEC source: 0001650164-24-000186 · wk-form4_1716890600.xml · nonDerivative · entry 2

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 32,051

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2023.

F2 · 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 $26.23, 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
May 23, 2024 Filed May 28, 2024 10:03 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionClass A Common Stock 50,000 $0.52 $26,000.00
Disclosure

SEC source: 0001650164-24-000186 · wk-form4_1716890600.xml · nonDerivative · entry 1

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,897

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 December 14, 2023.

Read SEC document
May 15, 2024 Filed May 17, 2024 20:33 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 700 $27.64 $19,349.40
Disclosure

SEC source: 0001650164-24-000182 · wk-form4_1715977962.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,810

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 24, 2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.40 to $27.81, 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
May 08, 2024 Filed May 9, 2024 20:14 UTC
Gomez ElenaChief Financial Officer
SaleClass A Common Stock 200 $27.21 $5,441.60
Disclosure

SEC source: 0001650164-24-000180 · wk-form4_1715285650.xml · nonDerivative · entry 3

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 176,980

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2023.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.19 to $27.225, 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
May 08, 2024 Filed May 9, 2024 20:14 UTC
Gomez ElenaChief Financial Officer
SaleClass A Common Stock 8,584 $26.73 $229,458.90
Disclosure

SEC source: 0001650164-24-000180 · wk-form4_1715285650.xml · nonDerivative · entry 2

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 177,180

F1 · 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 $26.18 to $27.11, 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
May 08, 2024 Filed May 9, 2024 20:14 UTC
Gomez ElenaChief Financial Officer
SaleClass A Common Stock 3,716 $25.55 $94,940.08
Disclosure

SEC source: 0001650164-24-000180 · wk-form4_1715285650.xml · nonDerivative · entry 1

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 185,764

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.13 to $26.08, 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
May 03, 2024 Filed May 6, 2024 20:38 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 678 $24.07 $16,318.78
Disclosure

SEC source: 0001650164-24-000168 · wk-form4_1715027883.xml · nonDerivative · entry 2

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,510

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 24, 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 $23.66 to $24.26, 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
May 03, 2024 Filed May 6, 2024 20:38 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 3,473 $23.02 $79,931.10
Disclosure

SEC source: 0001650164-24-000168 · wk-form4_1715027883.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,188

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 24, 2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.66 to $23.63, 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.

Read SEC document
May 02, 2024 Filed May 3, 2024 20:21 UTC
Narang AmanDirector · CEO
SaleClass A Common Stock 1,064 $22.96 $24,429.44
Disclosure

SEC source: 0001650164-24-000158 · wk-form4_1714767642.xml · nonDerivative · entry 2

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,116,911

F2 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person.

Read SEC document
May 02, 2024 Filed May 3, 2024 20:23 UTC
Fredette StephenDirector · President
SaleClass A Common Stock 1,064 $22.96 $24,429.44
Disclosure

SEC source: 0001650164-24-000161 · wk-form4_1714767774.xml · nonDerivative · entry 2

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,838,216

F2 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person.

Read SEC document
May 02, 2024 Filed May 3, 2024 20:24 UTC
Elworthy Brian RGeneral Counsel
SaleClass A Common Stock 651 $22.96 $14,946.96
Disclosure

SEC source: 0001650164-24-000162 · wk-form4_1714767818.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 164,384

F2 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person.

Read SEC document
May 02, 2024 Filed May 3, 2024 20:22 UTC
Gomez ElenaChief Financial Officer
SaleClass A Common Stock 2,041 $22.96 $46,861.36
Disclosure

SEC source: 0001650164-24-000160 · wk-form4_1714767740.xml · nonDerivative · entry 2

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 189,480

F2 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person.

Read SEC document
May 02, 2024 Filed May 3, 2024 20:21 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 6,098 $22.96 $140,010.08
Disclosure

SEC source: 0001650164-24-000159 · wk-form4_1714767700.xml · nonDerivative · entry 3

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,661

F2 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person.

Read SEC document
May 02, 2024 Filed May 3, 2024 20:20 UTC
Vassil JonathanChief Revenue Officer
SaleClass A Common Stock 1,459 $22.96 $33,498.64
Disclosure

SEC source: 0001650164-24-000157 · wk-form4_1714767608.xml · nonDerivative · entry 2

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,897

F2 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:21 UTC
Narang AmanDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 3,521 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000158 · wk-form4_1714767642.xml · derivative · entry 4

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,647

Underlying: Class A Common Stock · 3,521 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.

F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:21 UTC
Narang AmanDirector · CEO
Exercise / conversionClass A Common Stock 3,521 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000158 · wk-form4_1714767642.xml · nonDerivative · entry 1

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,117,975

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

Read SEC document
May 01, 2024 Filed May 3, 2024 20:23 UTC
Fredette StephenDirector · President
Exercise / conversionRestricted Stock Units · Derivative 3,521 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000161 · wk-form4_1714767774.xml · derivative · entry 6

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,647

Underlying: Class A Common Stock · 3,521 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.

F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:23 UTC
Fredette StephenDirector · President
Exercise / conversionClass A Common Stock 3,521 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000161 · wk-form4_1714767774.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,839,280

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.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:24 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 2,152 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000162 · wk-form4_1714767818.xml · derivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,062

Underlying: Class A Common Stock · 2,152 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.

F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:24 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 2,152 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000162 · wk-form4_1714767818.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 165,035

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.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:22 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,912 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000160 · wk-form4_1714767740.xml · derivative · entry 3

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,386

Underlying: Class A Common Stock · 3,912 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.

F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:22 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionClass A Common Stock 3,912 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000160 · wk-form4_1714767740.xml · nonDerivative · entry 1

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 191,521

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.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:21 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 978 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000159 · wk-form4_1714767700.xml · derivative · entry 5

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,847

Underlying: Class A Common Stock · 978 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.

F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:21 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 15,625 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000159 · wk-form4_1714767700.xml · derivative · entry 4

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,750

Underlying: Class A Common Stock · 15,625 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.

F3 · derivative.exercise_date: The RSUs shall vest as follows: 25% shall vest on November 1, 2022, with the remainder vesting in equal quarterly installments of 6.25% over the following three years.

F3 · derivative.expiration_date: The RSUs shall vest as follows: 25% shall vest on November 1, 2022, with the remainder vesting in equal quarterly installments of 6.25% over the following three years.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:21 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionClass A Common Stock 978 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000159 · wk-form4_1714767700.xml · nonDerivative · entry 2

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,759

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.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:21 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionClass A Common Stock 15,625 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000159 · wk-form4_1714767700.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,781

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.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:20 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 2,934 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000157 · wk-form4_1714767608.xml · derivative · entry 3

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,540

Underlying: Class A Common Stock · 2,934 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.

F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:20 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionClass A Common Stock 2,934 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000157 · wk-form4_1714767608.xml · nonDerivative · entry 1

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,356

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.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:19 UTC Exercise / conversionRestricted Stock Units · Derivative 7,824 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000156 · wk-form4_1714767570.xml · derivative · entry 2

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,772

Underlying: Class A Common Stock · 7,824 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 shall vest in sixteen equal quarterly installments following February 1, 2022.

F2 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:19 UTC Exercise / conversionClass A Common Stock 7,824 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000156 · wk-form4_1714767570.xml · nonDerivative · entry 1

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,762

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

Read SEC document
April 15, 2024 Filed Apr 17, 2024 20:28 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 50,000 $0.00 Strike: $0.52 $0.00
Disclosure

SEC source: 0001650164-24-000132 · wk-form4_1713385678.xml · derivative · entry 4

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 247,211

Underlying: Class A Common Stock · 50,000 shares

Expires 2027-09-26

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 December 14, 2023.

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

Read SEC document
April 15, 2024 Filed Apr 17, 2024 20:28 UTC
Vassil JonathanChief Revenue Officer
SaleClass A Common Stock 6,626 $23.70 $157,016.32
Disclosure

SEC source: 0001650164-24-000132 · wk-form4_1713385678.xml · nonDerivative · entry 3

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 25,422

F1 · 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 $23.49 to $23.97, 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
April 15, 2024 Filed Apr 17, 2024 20:28 UTC
Vassil JonathanChief Revenue Officer
SaleClass A Common Stock 43,374 $22.78 $988,016.35
Disclosure

SEC source: 0001650164-24-000132 · wk-form4_1713385678.xml · nonDerivative · entry 2

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 32,048

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.385 to $23.370, 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

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