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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
January 01, 2024 Filed Jan 3, 2024 22:23 UTC
Narang AmanDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 1,560 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000014 · wk-form4_1704320587.xml · derivative · entry 4

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,815

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.

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
January 01, 2024 Filed Jan 3, 2024 22:23 UTC
Narang AmanDirector · CEO
Exercise / conversionClass A Common Stock 6,330 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000014 · wk-form4_1704320587.xml · nonDerivative · entry 2

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,159,409

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
January 01, 2024 Filed Jan 3, 2024 22:23 UTC
Narang AmanDirector · CEO
Exercise / conversionClass A Common Stock 1,560 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000014 · wk-form4_1704320587.xml · nonDerivative · entry 1

Narang Aman · CIK 0001869139 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,153,079

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
January 01, 2024 Filed Jan 3, 2024 22:25 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 3,482 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000017 · wk-form4_1704320693.xml · derivative · entry 5

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,263

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.

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
January 01, 2024 Filed Jan 3, 2024 22:25 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000017 · wk-form4_1704320693.xml · derivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,500

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.

F2 · 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.

F2 · 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
January 01, 2024 Filed Jan 3, 2024 22:25 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 3,482 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000017 · wk-form4_1704320693.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 384,910

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
January 01, 2024 Filed Jan 3, 2024 22:25 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000017 · wk-form4_1704320693.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 381,428

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
January 01, 2024 Filed Jan 3, 2024 22:24 UTC
Fredette StephenDirector · Co-President
Exercise / conversionRestricted Stock Units · Derivative 5,698 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000016 · wk-form4_1704320657.xml · derivative · entry 7

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,067

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.

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
January 01, 2024 Filed Jan 3, 2024 22:24 UTC
Fredette StephenDirector · Co-President
Exercise / conversionRestricted Stock Units · Derivative 1,560 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000016 · wk-form4_1704320657.xml · derivative · entry 6

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,815

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.

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
January 01, 2024 Filed Jan 3, 2024 22:24 UTC
Fredette StephenDirector · Co-President
Exercise / conversionClass A Common Stock 5,698 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000016 · wk-form4_1704320657.xml · nonDerivative · entry 2

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,830,957

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
January 01, 2024 Filed Jan 3, 2024 22:24 UTC
Fredette StephenDirector · Co-President
Exercise / conversionClass A Common Stock 1,560 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000016 · wk-form4_1704320657.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,825,259

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
January 01, 2024 Filed Jan 3, 2024 22:23 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 6,330 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000015 · wk-form4_1704320628.xml · derivative · entry 4

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,297

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.

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
January 01, 2024 Filed Jan 3, 2024 22:23 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 23,435 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000015 · wk-form4_1704320628.xml · derivative · entry 3

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 117,190

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.

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
January 01, 2024 Filed Jan 3, 2024 22:23 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionClass A Common Stock 6,330 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000015 · wk-form4_1704320628.xml · nonDerivative · entry 2

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,964

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
January 01, 2024 Filed Jan 3, 2024 22:23 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionClass A Common Stock 23,435 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000015 · wk-form4_1704320628.xml · nonDerivative · entry 1

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,634

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
January 01, 2024 Filed Jan 3, 2024 22:22 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 3,165 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000013 · wk-form4_1704320537.xml · derivative · entry 2

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,149

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.

F2 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

F2 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:22 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionClass A Common Stock 3,165 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000013 · wk-form4_1704320537.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,507

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
January 01, 2024 Filed Jan 3, 2024 22:21 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 4,748 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000012 · wk-form4_1704320497.xml · derivative · entry 2

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,723

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.

F2 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

F2 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:21 UTC
Vassil JonathanChief Revenue Officer
Exercise / conversionClass A Common Stock 4,748 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000012 · wk-form4_1704320497.xml · nonDerivative · entry 1

Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,703

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
January 01, 2024 Filed Jan 3, 2024 22:20 UTC Exercise / conversionRestricted Stock Units · Derivative 11,395 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000011 · wk-form4_1704320423.xml · derivative · entry 4

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,135

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
January 01, 2024 Filed Jan 3, 2024 22:20 UTC Exercise / conversionRestricted Stock Units · Derivative 3,125 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000011 · wk-form4_1704320423.xml · derivative · entry 3

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,625

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
January 01, 2024 Filed Jan 3, 2024 22:20 UTC Exercise / conversionClass A Common Stock 11,395 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000011 · wk-form4_1704320423.xml · nonDerivative · entry 2

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,593

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
January 01, 2024 Filed Jan 3, 2024 22:20 UTC Exercise / conversionClass A Common Stock 3,125 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000011 · wk-form4_1704320423.xml · nonDerivative · entry 1

Comparato Christopher P · CIK 0001868272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,198

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
December 27, 2023 Filed Dec 29, 2023 22:14 UTC
Comparato Christopher PDirector · Chief Executive Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 5,753 $0.00 Strike: $17.38 $0.00
Disclosure

SEC source: 0001650164-23-000385 · wk-form4_1703888084.xml · derivative · entry 2

Comparato Christopher P · CIK 0001868272 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 669,290

Underlying: Class A Common Stock · 5,753 shares

Expires 2032-03-15

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_date: The shares underlying this option shall vest and become exercisable in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
December 27, 2023 Filed Dec 29, 2023 22:14 UTC
Comparato Christopher PDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 5,753 $17.38 $99,987.14
Disclosure

SEC source: 0001650164-23-000385 · wk-form4_1703888084.xml · nonDerivative · entry 1

Comparato Christopher P · CIK 0001868272 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,073

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

Read SEC document
December 15, 2023 Filed Dec 19, 2023 22:25 UTC ConversionClass B Common Stock · Derivative 0 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-020666 · doc4.xml · derivative · entry 4

Bennett Richard Kent · CIK 0001860725 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Class A Common Stock · 0 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each 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 · shares: Represents 217,003 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 173,853 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX Institutional, L.P. ("Bessemer Institutional", and together with Bessemer IX, the "Bessemer IX Funds").

F4 · shares: The Reporting Person is a partner at Bessemer Venture Partners and has an indirect, passive economic interest in the shares held by the Bessemer IX Funds and together with Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century Funds") by virtue of his interest in (1) Deer IX & Co. L.P., the general partner of the Bessemer IX Funds, and (2) Deer X & Co. L.P., the general partner of the Bessemer Century Funds and (3) certain other indirect limited partnership interests in certain of the Bessemer Funds.

F5 · shares: (continued footnote 4) The Reporting Person disclaims beneficial ownership of the securities held by the Bessemer IX Funds and the Bessemer Century Funds, except to the extent of his pecuniary interest, if any, in such securities by virtue of his indirect interest in the Bessemer IX Funds and Bessemer Century Funds. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities.

F1 · 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 · 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.

F1 · 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.

F2 · derivative.underlying_shares: Represents 217,003 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 173,853 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX Institutional, L.P. ("Bessemer Institutional", and together with Bessemer IX, the "Bessemer IX Funds").

F4 · derivative.underlying_shares: The Reporting Person is a partner at Bessemer Venture Partners and has an indirect, passive economic interest in the shares held by the Bessemer IX Funds and together with Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century Funds") by virtue of his interest in (1) Deer IX & Co. L.P., the general partner of the Bessemer IX Funds, and (2) Deer X & Co. L.P., the general partner of the Bessemer Century Funds and (3) certain other indirect limited partnership interests in certain of the Bessemer Funds.

F5 · derivative.underlying_shares: (continued footnote 4) The Reporting Person disclaims beneficial ownership of the securities held by the Bessemer IX Funds and the Bessemer Century Funds, except to the extent of his pecuniary interest, if any, in such securities by virtue of his indirect interest in the Bessemer IX Funds and Bessemer Century Funds. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities.

F4 · balance_after: The Reporting Person is a partner at Bessemer Venture Partners and has an indirect, passive economic interest in the shares held by the Bessemer IX Funds and together with Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century Funds") by virtue of his interest in (1) Deer IX & Co. L.P., the general partner of the Bessemer IX Funds, and (2) Deer X & Co. L.P., the general partner of the Bessemer Century Funds and (3) certain other indirect limited partnership interests in certain of the Bessemer Funds.

F5 · balance_after: (continued footnote 4) The Reporting Person disclaims beneficial ownership of the securities held by the Bessemer IX Funds and the Bessemer Century Funds, except to the extent of his pecuniary interest, if any, in such securities by virtue of his indirect interest in the Bessemer IX Funds and Bessemer Century Funds. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities.

F7 · balance_after: As of the date hereof, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional own 9,715,481 shares of Class B Common Stock, 7,814,409 shares of Class B Common Stock, 391,306 shares of Class B Common Stock, and 2,469,121 shares of Class B Common Stock, respectively.

F4 · ownership.nature: The Reporting Person is a partner at Bessemer Venture Partners and has an indirect, passive economic interest in the shares held by the Bessemer IX Funds and together with Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century Funds") by virtue of his interest in (1) Deer IX & Co. L.P., the general partner of the Bessemer IX Funds, and (2) Deer X & Co. L.P., the general partner of the Bessemer Century Funds and (3) certain other indirect limited partnership interests in certain of the Bessemer Funds.

F5 · ownership.nature: (continued footnote 4) The Reporting Person disclaims beneficial ownership of the securities held by the Bessemer IX Funds and the Bessemer Century Funds, except to the extent of his pecuniary interest, if any, in such securities by virtue of his indirect interest in the Bessemer IX Funds and Bessemer Century Funds. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities.

F7 · ownership.nature: As of the date hereof, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional own 9,715,481 shares of Class B Common Stock, 7,814,409 shares of Class B Common Stock, 391,306 shares of Class B Common Stock, and 2,469,121 shares of Class B Common Stock, respectively.

Read SEC document
December 15, 2023 Filed Dec 19, 2023 22:25 UTC SaleClass A Common Stock 0 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-020666 · doc4.xml · nonDerivative · entry 2

Bennett Richard Kent · CIK 0001860725 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

F3 · shares: On December 15, 2013, Bessemer IX and Bessemer Institutional, sold 217,003 shares and 173,853 shares of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $17.07. These shares were sold in multiple transactions at prices ranging from $17.00 to $17.16. 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 the ranges set forth in this footnote.

F3 · price: On December 15, 2013, Bessemer IX and Bessemer Institutional, sold 217,003 shares and 173,853 shares of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $17.07. These shares were sold in multiple transactions at prices ranging from $17.00 to $17.16. 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 the ranges set forth in this footnote.

F4 · ownership.nature: The Reporting Person is a partner at Bessemer Venture Partners and has an indirect, passive economic interest in the shares held by the Bessemer IX Funds and together with Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century Funds") by virtue of his interest in (1) Deer IX & Co. L.P., the general partner of the Bessemer IX Funds, and (2) Deer X & Co. L.P., the general partner of the Bessemer Century Funds and (3) certain other indirect limited partnership interests in certain of the Bessemer Funds.

F5 · ownership.nature: (continued footnote 4) The Reporting Person disclaims beneficial ownership of the securities held by the Bessemer IX Funds and the Bessemer Century Funds, except to the extent of his pecuniary interest, if any, in such securities by virtue of his indirect interest in the Bessemer IX Funds and Bessemer Century Funds. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities.

Read SEC document
December 15, 2023 Filed Dec 19, 2023 22:25 UTC ConversionClass A Common Stock 0 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-020666 · doc4.xml · nonDerivative · entry 1

Bennett Richard Kent · CIK 0001860725 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

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 · shares: Represents 217,003 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 173,853 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX Institutional, L.P. ("Bessemer Institutional", and together with Bessemer IX, the "Bessemer IX Funds").

F1 · 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.

F2 · balance_after: Represents 217,003 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 173,853 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX Institutional, L.P. ("Bessemer Institutional", and together with Bessemer IX, the "Bessemer IX Funds").

F4 · ownership.nature: The Reporting Person is a partner at Bessemer Venture Partners and has an indirect, passive economic interest in the shares held by the Bessemer IX Funds and together with Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century Funds") by virtue of his interest in (1) Deer IX & Co. L.P., the general partner of the Bessemer IX Funds, and (2) Deer X & Co. L.P., the general partner of the Bessemer Century Funds and (3) certain other indirect limited partnership interests in certain of the Bessemer Funds.

F5 · ownership.nature: (continued footnote 4) The Reporting Person disclaims beneficial ownership of the securities held by the Bessemer IX Funds and the Bessemer Century Funds, except to the extent of his pecuniary interest, if any, in such securities by virtue of his indirect interest in the Bessemer IX Funds and Bessemer Century Funds. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities.

Read SEC document
December 15, 2023 Filed Dec 19, 2023 17:22 UTC ConversionClass B Common Stock · Derivative 390,856 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-020664 · doc4.xml · derivative · entry 3

Bessemer Venture Partners IX L.P. · CIK 0001655213 · 10% owner

Bessemer Venture Partners IX Institutional L.P. · CIK 0001624149 · 10% owner

Deer IX & Co. Ltd. · CIK 0001655220 · 10% owner

Deer IX & Co. L.P. · CIK 0001655219 · 10% owner

Bessemer Venture Partners Century Fund L.P. · CIK 0001787478 · 10% owner

Bessemer Venture Partners Century Fund Institutional L.P. · CIK 0001787477 · 10% owner

Deer X & Co. Ltd. · CIK 0001768677 · 10% owner

Deer X & Co. L.P. · CIK 0001768637 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 20,390,317

Underlying: Class A Common Stock · 390,856 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each 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 · shares: Represents 217,003 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 173,853 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX Institutional, L.P. ("Bessemer Institutional", and together with Bessemer IX, the "Bessemer IX Funds").

F1 · 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 · 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.

F1 · 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.

F2 · derivative.underlying_shares: Represents 217,003 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 173,853 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX Institutional, L.P. ("Bessemer Institutional", and together with Bessemer IX, the "Bessemer IX Funds").

F6 · balance_after: As of the date hereof, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional own 9,715,481 shares of Class B Common Stock, 7,814,409 shares of Class B Common Stock, 391,306 shares of Class B Common Stock, and 2,469,121 shares of Class B Common Stock, respectively.

F3 · ownership.nature: Deer IX & Co. Ltd. ("Deer IX Ltd.") is the general partner of Deer IX & Co. L.P. ("Deer IX L.P."), which is the general partner of each of the Bessemer IX Funds. Deer IX Ltd. and Deer IX L.P. disclaim beneficial ownership of the securities held by the Bessemer IX Funds, and this report shall not be deemed an admission that Deer IX Ltd. and Deer IX L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the Bessemer IX Funds.

F4 · ownership.nature: Deer X & Co. Ltd. ("Deer X Ltd.") is the general partner of Deer X & Co. L.P. ("Deer X L.P."), which is the general partner of the Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century Funds"). Deer X Ltd. and Deer X L.P. disclaim beneficial ownership of the securities held by the Bessemer Century Funds, and this report shall not be deemed an admission that Deer X Ltd. and Deer X L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the Bessemer Century Funds.

Read SEC document
December 15, 2023 Filed Dec 19, 2023 17:22 UTC SaleClass A Common Stock 390,856 $17.07 $6,671,911.92
Disclosure

SEC source: 0000899243-23-020664 · doc4.xml · nonDerivative · entry 2

Bessemer Venture Partners IX L.P. · CIK 0001655213 · 10% owner

Bessemer Venture Partners IX Institutional L.P. · CIK 0001624149 · 10% owner

Deer IX & Co. Ltd. · CIK 0001655220 · 10% owner

Deer IX & Co. L.P. · CIK 0001655219 · 10% owner

Bessemer Venture Partners Century Fund L.P. · CIK 0001787478 · 10% owner

Bessemer Venture Partners Century Fund Institutional L.P. · CIK 0001787477 · 10% owner

Deer X & Co. Ltd. · CIK 0001768677 · 10% owner

Deer X & Co. L.P. · CIK 0001768637 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

F5 · shares: On December 15, 2013, Bessemer IX and Bessemer Institutional, sold 217,003 shares and 173,853 shares of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $17.07. These shares were sold in multiple transactions at prices ranging from $17.00 to $17.16. 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 the ranges set forth in this footnote.

F5 · price: On December 15, 2013, Bessemer IX and Bessemer Institutional, sold 217,003 shares and 173,853 shares of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $17.07. These shares were sold in multiple transactions at prices ranging from $17.00 to $17.16. 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 the ranges set forth in this footnote.

F3 · ownership.nature: Deer IX & Co. Ltd. ("Deer IX Ltd.") is the general partner of Deer IX & Co. L.P. ("Deer IX L.P."), which is the general partner of each of the Bessemer IX Funds. Deer IX Ltd. and Deer IX L.P. disclaim beneficial ownership of the securities held by the Bessemer IX Funds, and this report shall not be deemed an admission that Deer IX Ltd. and Deer IX L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the Bessemer IX Funds.

F4 · ownership.nature: Deer X & Co. Ltd. ("Deer X Ltd.") is the general partner of Deer X & Co. L.P. ("Deer X L.P."), which is the general partner of the Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century Funds"). Deer X Ltd. and Deer X L.P. disclaim beneficial ownership of the securities held by the Bessemer Century Funds, and this report shall not be deemed an admission that Deer X Ltd. and Deer X L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the Bessemer Century Funds.

Read SEC document
December 15, 2023 Filed Dec 19, 2023 17:22 UTC ConversionClass A Common Stock 390,856 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-020664 · doc4.xml · nonDerivative · entry 1

Bessemer Venture Partners IX L.P. · CIK 0001655213 · 10% owner

Bessemer Venture Partners IX Institutional L.P. · CIK 0001624149 · 10% owner

Deer IX & Co. Ltd. · CIK 0001655220 · 10% owner

Deer IX & Co. L.P. · CIK 0001655219 · 10% owner

Bessemer Venture Partners Century Fund L.P. · CIK 0001787478 · 10% owner

Bessemer Venture Partners Century Fund Institutional L.P. · CIK 0001787477 · 10% owner

Deer X & Co. Ltd. · CIK 0001768677 · 10% owner

Deer X & Co. L.P. · CIK 0001768637 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 390,856

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 · shares: Represents 217,003 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 173,853 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX Institutional, L.P. ("Bessemer Institutional", and together with Bessemer IX, the "Bessemer IX Funds").

F1 · 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.

F2 · balance_after: Represents 217,003 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 173,853 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX Institutional, L.P. ("Bessemer Institutional", and together with Bessemer IX, the "Bessemer IX Funds").

F3 · ownership.nature: Deer IX & Co. Ltd. ("Deer IX Ltd.") is the general partner of Deer IX & Co. L.P. ("Deer IX L.P."), which is the general partner of each of the Bessemer IX Funds. Deer IX Ltd. and Deer IX L.P. disclaim beneficial ownership of the securities held by the Bessemer IX Funds, and this report shall not be deemed an admission that Deer IX Ltd. and Deer IX L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the Bessemer IX Funds.

F4 · ownership.nature: Deer X & Co. Ltd. ("Deer X Ltd.") is the general partner of Deer X & Co. L.P. ("Deer X L.P."), which is the general partner of the Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century Funds"). Deer X Ltd. and Deer X L.P. disclaim beneficial ownership of the securities held by the Bessemer Century Funds, and this report shall not be deemed an admission that Deer X Ltd. and Deer X L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the Bessemer Century Funds.

Read SEC document
December 15, 2023 Filed Dec 19, 2023 21:25 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 1,103 $16.92 $18,661.66
Disclosure

SEC source: 0001650164-23-000380 · wk-form4_1703021114.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,342

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 $16.79 to $17.39, 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
December 15, 2023 Filed Dec 19, 2023 21:24 UTC
Comparato Christopher PDirector · Chief Executive Officer
SaleClass A Common Stock 58,000 $16.92 $981,360.00
Disclosure

SEC source: 0001650164-23-000379 · wk-form4_1703021075.xml · nonDerivative · entry 1

Comparato Christopher P · CIK 0001868272 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,320

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 $16.79 to $17.49, 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
November 30, 2023 Filed Dec 1, 2023 23:09 UTC Exercise / conversionRestricted Stock Units · Derivative 3,431 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000375 · wk-form4_1701472155.xml · derivative · entry 2

Koplow Hilarie A. · CIK 0001517131 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,432

Underlying: Class A Common Stock · 3,431 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 three equal annual installments beginning November 30, 2022.

F3 · derivative.expiration_date: Not Applicable.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 23:09 UTC Exercise / conversionClass A Common Stock 3,431 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000375 · wk-form4_1701472155.xml · nonDerivative · entry 1

Koplow Hilarie A. · CIK 0001517131 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,154

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
November 29, 2023 Filed Dec 1, 2023 23:10 UTC
Comparato Christopher PDirector · Chief Executive Officer
SaleClass A Common Stock 58,000 $15.29 $886,588.00
Disclosure

SEC source: 0001650164-23-000376 · wk-form4_1701472208.xml · nonDerivative · entry 1

Comparato Christopher P · CIK 0001868272 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,320

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 $15.00 to $15.525, 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
November 15, 2023 Filed Nov 16, 2023 21:38 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 1,292 $14.62 $18,887.75
Disclosure

SEC source: 0001650164-23-000372 · wk-form4_1700170719.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,445

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 $14.47 to $14.82, 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
November 03, 2023 Filed Nov 8, 2023 00:01 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 4,151 $17.67 $73,331.57
Disclosure

SEC source: 0001650164-23-000370 · wk-form4_1699401685.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,737

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 $17.20 to $18.04, 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
November 02, 2023 Filed Nov 3, 2023 20:21 UTC
Narang AmanDirector · COO & Co-President
SaleClass A Common Stock 966 $17.12 $16,540.82
Disclosure

SEC source: 0001650164-23-000356 · wk-form4_1699042849.xml · nonDerivative · entry 2

Narang Aman · CIK 0001869139 · Director · COO & Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,151,519

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
November 02, 2023 Filed Nov 3, 2023 20:26 UTC
Elworthy Brian RGeneral Counsel
SaleClass A Common Stock 590 $17.12 $10,102.57
Disclosure

SEC source: 0001650164-23-000360 · wk-form4_1699043183.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 380,178

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
November 02, 2023 Filed Nov 3, 2023 20:23 UTC
Fredette StephenDirector · Co-President
SaleClass A Common Stock 966 $17.12 $16,540.82
Disclosure

SEC source: 0001650164-23-000358 · wk-form4_1699042981.xml · nonDerivative · entry 2

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,823,699

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
November 02, 2023 Filed Nov 3, 2023 20:22 UTC
Gomez ElenaChief Financial Officer
SaleClass A Common Stock 1,812 $17.12 $31,026.88
Disclosure

SEC source: 0001650164-23-000357 · wk-form4_1699042932.xml · nonDerivative · entry 2

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,199

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
November 02, 2023 Filed Nov 3, 2023 20:24 UTC
Comparato Christopher PDirector · Chief Executive Officer
SaleClass A Common Stock 3,533 $17.12 $60,495.56
Disclosure

SEC source: 0001650164-23-000359 · wk-form4_1699043054.xml · nonDerivative · entry 2

Comparato Christopher P · CIK 0001868272 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 163,320

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
November 02, 2023 Filed Nov 3, 2023 20:19 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 7,688 $17.12 $131,641.62
Disclosure

SEC source: 0001650164-23-000355 · wk-form4_1699042776.xml · nonDerivative · entry 3

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,888

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
November 01, 2023 Filed Nov 3, 2023 20:21 UTC
Narang AmanDirector · COO & Co-President
Exercise / conversionRestricted Stock Units · Derivative 3,521 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000356 · wk-form4_1699042849.xml · derivative · entry 4

Narang Aman · CIK 0001869139 · Director · COO & Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,689

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.

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November 01, 2023 Filed Nov 3, 2023 20:21 UTC
Narang AmanDirector · COO & Co-President
Exercise / conversionClass A Common Stock 3,521 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000356 · wk-form4_1699042849.xml · nonDerivative · entry 1

Narang Aman · CIK 0001869139 · Director · COO & Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,152,485

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
November 01, 2023 Filed Nov 3, 2023 20:26 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 2,151 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000360 · wk-form4_1699043183.xml · derivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,366

Underlying: Class A Common Stock · 2,151 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
November 01, 2023 Filed Nov 3, 2023 20:26 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 2,151 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000360 · wk-form4_1699043183.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 380,768

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
November 01, 2023 Filed Nov 3, 2023 20:23 UTC
Fredette StephenDirector · Co-President
Exercise / conversionRestricted Stock Units · Derivative 3,521 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000358 · wk-form4_1699042981.xml · derivative · entry 6

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,689

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
November 01, 2023 Filed Nov 3, 2023 20:23 UTC
Fredette StephenDirector · Co-President
Exercise / conversionClass A Common Stock 3,521 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000358 · wk-form4_1699042981.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,824,665

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

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