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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
April 15, 2024 Filed Apr 17, 2024 20:28 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionClass A Common Stock 50,000 $0.52 $26,000.00
Disclosure

SEC source: 0001650164-24-000132 · wk-form4_1713385678.xml · nonDerivative · entry 1

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 75,422

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
April 15, 2024 Filed Apr 17, 2024 20:27 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 166 $23.68 $3,930.88
Disclosure

SEC source: 0001650164-24-000131 · wk-form4_1713385638.xml · nonDerivative · entry 2

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,156

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 $23.43 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 20:27 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 632 $22.81 $14,415.29
Disclosure

SEC source: 0001650164-24-000131 · wk-form4_1713385638.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,322

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 $22.40 to $23.22, 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 02, 2024 Filed Apr 3, 2024 20:51 UTC
Narang AmanDirector · CEO
SaleClass A Common Stock 2,471 $23.40 $57,811.52
Disclosure

SEC source: 0001650164-24-000112 · wk-form4_1712177447.xml · nonDerivative · entry 3

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,114,454

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
April 02, 2024 Filed Apr 3, 2024 20:53 UTC
Elworthy Brian RGeneral Counsel
SaleClass A Common Stock 1,481 $23.40 $34,649.48
Disclosure

SEC source: 0001650164-24-000116 · wk-form4_1712177612.xml · nonDerivative · entry 3

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,883

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
April 02, 2024 Filed Apr 3, 2024 20:53 UTC
Fredette StephenDirector · President
SaleClass A Common Stock 2,272 $23.40 $53,155.71
Disclosure

SEC source: 0001650164-24-000115 · wk-form4_1712177570.xml · nonDerivative · entry 3

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,835,759

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
April 02, 2024 Filed Apr 3, 2024 20:52 UTC
Gomez ElenaChief Financial Officer
SaleClass A Common Stock 15,063 $23.40 $352,413.95
Disclosure

SEC source: 0001650164-24-000114 · wk-form4_1712177542.xml · nonDerivative · entry 3

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187,609

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
April 02, 2024 Filed Apr 3, 2024 20:52 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 1,205 $23.40 $28,192.18
Disclosure

SEC source: 0001650164-24-000113 · wk-form4_1712177507.xml · nonDerivative · entry 2

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,954

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
April 02, 2024 Filed Apr 3, 2024 20:50 UTC
Vassil JonathanChief Revenue Officer
SaleClass A Common Stock 2,282 $23.40 $53,389.67
Disclosure

SEC source: 0001650164-24-000111 · wk-form4_1712177414.xml · nonDerivative · entry 2

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,422

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
April 01, 2024 Filed Apr 3, 2024 20:51 UTC
Narang AmanDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 6,331 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000112 · wk-form4_1712177447.xml · derivative · entry 6

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,966

Underlying: Class A Common Stock · 6,331 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
April 01, 2024 Filed Apr 3, 2024 20:51 UTC
Narang AmanDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 1,565 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000112 · wk-form4_1712177447.xml · derivative · entry 5

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,250

Underlying: Class A Common Stock · 1,565 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
April 01, 2024 Filed Apr 3, 2024 20:51 UTC
Narang AmanDirector · CEO
Exercise / conversionClass A Common Stock 6,331 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000112 · wk-form4_1712177447.xml · nonDerivative · entry 2

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,116,925

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
April 01, 2024 Filed Apr 3, 2024 20:51 UTC
Narang AmanDirector · CEO
Exercise / conversionClass A Common Stock 1,565 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000112 · wk-form4_1712177447.xml · nonDerivative · entry 1

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,110,594

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
April 01, 2024 Filed Apr 3, 2024 20:53 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 3,482 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000116 · wk-form4_1712177612.xml · derivative · entry 6

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,781

Underlying: Class A Common Stock · 3,482 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
April 01, 2024 Filed Apr 3, 2024 20:53 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000116 · wk-form4_1712177612.xml · derivative · entry 5

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,250

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
April 01, 2024 Filed Apr 3, 2024 20:53 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 3,482 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000116 · wk-form4_1712177612.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 164,364

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
April 01, 2024 Filed Apr 3, 2024 20:53 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000116 · wk-form4_1712177612.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 160,882

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
April 01, 2024 Filed Apr 3, 2024 20:53 UTC
Fredette StephenDirector · President
Exercise / conversionRestricted Stock Units · Derivative 5,697 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000115 · wk-form4_1712177570.xml · derivative · entry 8

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,370

Underlying: Class A Common Stock · 5,697 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
April 01, 2024 Filed Apr 3, 2024 20:53 UTC
Fredette StephenDirector · President
Exercise / conversionRestricted Stock Units · Derivative 1,565 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000115 · wk-form4_1712177570.xml · derivative · entry 7

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,250

Underlying: Class A Common Stock · 1,565 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
April 01, 2024 Filed Apr 3, 2024 20:53 UTC
Fredette StephenDirector · President
Exercise / conversionClass A Common Stock 5,697 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000115 · wk-form4_1712177570.xml · nonDerivative · entry 2

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,838,031

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
April 01, 2024 Filed Apr 3, 2024 20:53 UTC
Fredette StephenDirector · President
Exercise / conversionClass A Common Stock 1,565 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000115 · wk-form4_1712177570.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,832,334

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
April 01, 2024 Filed Apr 3, 2024 20:52 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 6,331 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000114 · wk-form4_1712177542.xml · derivative · entry 5

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,966

Underlying: Class A Common Stock · 6,331 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
April 01, 2024 Filed Apr 3, 2024 20:52 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 23,440 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000114 · wk-form4_1712177542.xml · derivative · entry 4

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,750

Underlying: Class A Common Stock · 23,440 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
April 01, 2024 Filed Apr 3, 2024 20:52 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionClass A Common Stock 6,331 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000114 · wk-form4_1712177542.xml · nonDerivative · entry 2

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 202,672

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
April 01, 2024 Filed Apr 3, 2024 20:52 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionClass A Common Stock 23,440 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000114 · wk-form4_1712177542.xml · nonDerivative · entry 1

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 196,341

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
April 01, 2024 Filed Apr 3, 2024 20:54 UTC Exercise / conversionRestricted Stock Units · Derivative 11,395 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000117 · wk-form4_1712177650.xml · derivative · entry 4

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 136,740

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
April 01, 2024 Filed Apr 3, 2024 20:54 UTC Exercise / conversionRestricted Stock Units · Derivative 3,125 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000117 · wk-form4_1712177650.xml · derivative · entry 3

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,500

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
April 01, 2024 Filed Apr 3, 2024 20:54 UTC Exercise / conversionClass A Common Stock 11,395 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000117 · wk-form4_1712177650.xml · nonDerivative · entry 2

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,938

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
April 01, 2024 Filed Apr 3, 2024 20:54 UTC Exercise / conversionClass A Common Stock 3,125 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000117 · wk-form4_1712177650.xml · nonDerivative · entry 1

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,543

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
April 01, 2024 Filed Apr 3, 2024 20:52 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 3,166 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000113 · wk-form4_1712177507.xml · derivative · entry 3

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,983

Underlying: Class A Common Stock · 3,166 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
April 01, 2024 Filed Apr 3, 2024 20:52 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionClass A Common Stock 3,166 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000113 · wk-form4_1712177507.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,159

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
April 01, 2024 Filed Apr 3, 2024 20:50 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 4,748 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000111 · wk-form4_1712177414.xml · derivative · entry 3

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,975

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.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:50 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionClass A Common Stock 4,748 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000111 · wk-form4_1712177414.xml · nonDerivative · entry 1

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,704

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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March 15, 2024 Filed Mar 18, 2024 21:20 UTC
Narang AmanDirector · CEO
GiftClass A Common Stock 50,000 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000102 · wk-form4_1710796839.xml · nonDerivative · entry 1

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,109,029

F1 · shares: On March 15, 2024, the Reporting Person made a bona fide gift of 50,000 shares of the Issuer's Class A Common Stock with no payment in consideration.

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March 15, 2024 Filed Mar 18, 2024 21:19 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 787 $23.59 $18,566.12
Disclosure

SEC source: 0001650164-24-000100 · wk-form4_1710796762.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,993

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 $23.37 to $23.80, 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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March 13, 2024 Filed Mar 14, 2024 20:41 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 100,000 $0.00 Strike: $0.52 $0.00
Disclosure

SEC source: 0001650164-24-000098 · wk-form4_1710448848.xml · derivative · entry 3

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 297,211

Underlying: Class A Common Stock · 100,000 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.

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

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March 13, 2024 Filed Mar 14, 2024 20:41 UTC
Vassil JonathanChief Revenue Officer
SaleClass A Common Stock 100,000 $25.24 $2,523,900.00
Disclosure

SEC source: 0001650164-24-000098 · wk-form4_1710448848.xml · nonDerivative · entry 2

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,956

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 $24.755 to $25.53, 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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March 13, 2024 Filed Mar 14, 2024 20:41 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionClass A Common Stock 100,000 $0.52 $52,000.00
Disclosure

SEC source: 0001650164-24-000098 · wk-form4_1710448848.xml · nonDerivative · entry 1

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 122,956

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
March 11, 2024 Filed Mar 12, 2024 20:37 UTC
Narang AmanDirector · CEO
GrantRestricted Stock Units · Derivative 201,557 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000096 · wk-form4_1710275843.xml · derivative · entry 4

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 201,557

Underlying: Class A Common Stock · 201,557 shares

Expires not disclosed

F2 · 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 April 1, 2024.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
March 11, 2024 Filed Mar 12, 2024 20:37 UTC
Narang AmanDirector · CEO
GrantStock Option (Right to Buy) · Derivative 370,363 $0.00 Strike: $24.65 $0.00
Disclosure

SEC source: 0001650164-24-000096 · wk-form4_1710275843.xml · derivative · entry 3

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 370,363

Underlying: Class A Common Stock · 370,363 shares

Expires 2034-03-11

F1 · derivative.exercise_date: The shares underlying this option shall vest and become exercisable in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
March 11, 2024 Filed Mar 12, 2024 20:34 UTC
Elworthy Brian RGeneral Counsel
GrantRestricted Stock Units · Derivative 63,826 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000092 · wk-form4_1710275667.xml · derivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,826

Underlying: Class A Common Stock · 63,826 shares

Expires not disclosed

F2 · 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 April 1, 2024.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
March 11, 2024 Filed Mar 12, 2024 20:34 UTC
Elworthy Brian RGeneral Counsel
GrantStock Option (Right to Buy) · Derivative 117,281 $0.00 Strike: $24.65 $0.00
Disclosure

SEC source: 0001650164-24-000092 · wk-form4_1710275667.xml · derivative · entry 3

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 117,281

Underlying: Class A Common Stock · 117,281 shares

Expires 2034-03-11

F1 · derivative.exercise_date: The shares underlying this option shall vest and become exercisable in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
March 11, 2024 Filed Mar 12, 2024 20:32 UTC
Fredette StephenDirector · Co-President
GrantRestricted Stock Units · Derivative 90,421 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000090 · wk-form4_1710275558.xml · derivative · entry 6

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,421

Underlying: Class A Common Stock · 90,421 shares

Expires not disclosed

F2 · 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 April 1, 2024.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
March 11, 2024 Filed Mar 12, 2024 20:32 UTC
Fredette StephenDirector · Co-President
GrantStock Option (Right to Buy) · Derivative 166,149 $0.00 Strike: $24.65 $0.00
Disclosure

SEC source: 0001650164-24-000090 · wk-form4_1710275558.xml · derivative · entry 5

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 166,149

Underlying: Class A Common Stock · 166,149 shares

Expires 2034-03-11

F1 · derivative.exercise_date: The shares underlying this option shall vest and become exercisable in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
March 11, 2024 Filed Mar 12, 2024 20:35 UTC
Gomez ElenaChief Financial Officer
GrantRestricted Stock Units · Derivative 101,058 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000094 · wk-form4_1710275733.xml · derivative · entry 3

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,058

Underlying: Class A Common Stock · 101,058 shares

Expires not disclosed

F2 · 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, 2024.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
March 11, 2024 Filed Mar 12, 2024 20:35 UTC
Gomez ElenaChief Financial Officer
GrantStock Option (Right to Buy) · Derivative 185,695 $0.00 Strike: $24.65 $0.00
Disclosure

SEC source: 0001650164-24-000094 · wk-form4_1710275733.xml · derivative · entry 2

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,695

Underlying: Class A Common Stock · 185,695 shares

Expires 2034-03-11

F1 · derivative.exercise_date: The shares underlying this option shall vest and become exercisable in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
March 11, 2024 Filed Mar 12, 2024 20:31 UTC
Matlock James MichaelPrincipal Accounting Officer
GrantRestricted Stock Units · Derivative 15,956 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000088 · wk-form4_1710275496.xml · derivative · entry 3

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,956

Underlying: Class A Common Stock · 15,956 shares

Expires not disclosed

F3 · 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 April 1, 2024.

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

Read SEC document
March 11, 2024 Filed Mar 12, 2024 20:31 UTC
Matlock James MichaelPrincipal Accounting Officer
GrantStock Option (Right to Buy) · Derivative 29,320 $0.00 Strike: $24.65 $0.00
Disclosure

SEC source: 0001650164-24-000088 · wk-form4_1710275496.xml · derivative · entry 2

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,320

Underlying: Class A Common Stock · 29,320 shares

Expires 2034-03-11

F2 · derivative.exercise_date: The shares underlying this option shall vest and become exercisable in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
March 11, 2024 Filed Mar 12, 2024 20:30 UTC
Vassil JonathanChief Revenue Officer
GrantRestricted Stock Units · Derivative 79,783 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000086 · wk-form4_1710275421.xml · derivative · entry 3

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,783

Underlying: Class A Common Stock · 79,783 shares

Expires not disclosed

F2 · 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, 2024.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
March 11, 2024 Filed Mar 12, 2024 20:30 UTC
Vassil JonathanChief Revenue Officer
GrantStock Option (Right to Buy) · Derivative 146,602 $0.00 Strike: $24.65 $0.00
Disclosure

SEC source: 0001650164-24-000086 · wk-form4_1710275421.xml · derivative · entry 2

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,602

Underlying: Class A Common Stock · 146,602 shares

Expires 2034-03-11

F1 · derivative.exercise_date: The shares underlying this option shall vest and become exercisable in sixteen equal quarterly installments following April 1, 2024.

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.