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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

Insider transactions

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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
August 02, 2023 Filed Aug 3, 2023 20:23 UTC
Gomez ElenaChief Financial Officer
SaleClass A Common Stock 2,064 $20.74 $42,815.62
Disclosure

SEC source: 0001650164-23-000290 · wk-form4_1691094205.xml · nonDerivative · entry 2

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 136,115

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
August 02, 2023 Filed Aug 3, 2023 20:26 UTC
Comparato Christopher PDirector · Chief Executive Officer
SaleClass A Common Stock 2,444 $20.74 $50,698.34
Disclosure

SEC source: 0001650164-23-000293 · wk-form4_1691094363.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 325,382

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
August 02, 2023 Filed Aug 3, 2023 20:22 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 7,945 $20.74 $164,811.08
Disclosure

SEC source: 0001650164-23-000289 · wk-form4_1691094151.xml · nonDerivative · entry 3

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,193

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
August 01, 2023 Filed Aug 3, 2023 20:27 UTC
Narang AmanDirector · COO & Co-President
Exercise / conversionRestricted Stock Units · Derivative 3,521 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000294 · wk-form4_1691094413.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,210

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.

F5 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

F5 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
August 01, 2023 Filed Aug 3, 2023 20:27 UTC
Narang AmanDirector · COO & Co-President
SaleClass A Common Stock 124,532 $21.66 $2,697,238.59
Disclosure

SEC source: 0001650164-23-000294 · wk-form4_1691094413.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,393,158

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 14, 2022.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.505 to $21.88, 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
August 01, 2023 Filed Aug 3, 2023 20:27 UTC
Narang AmanDirector · COO & Co-President
Exercise / conversionClass A Common Stock 3,521 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000294 · wk-form4_1691094413.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,517,690

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
August 01, 2023 Filed Aug 3, 2023 20:25 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 2,152 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000292 · wk-form4_1691094312.xml · derivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,517

Underlying: Class A Common Stock · 2,152 shares

Expires not disclosed

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

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

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

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

Read SEC document
August 01, 2023 Filed Aug 3, 2023 20:25 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 2,152 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000292 · wk-form4_1691094312.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 376,044

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
August 01, 2023 Filed Aug 3, 2023 20:24 UTC
Fredette StephenDirector · Co-President
Exercise / conversionRestricted Stock Units · Derivative 3,521 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000291 · wk-form4_1691094264.xml · derivative · entry 6

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,210

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
August 01, 2023 Filed Aug 3, 2023 20:24 UTC
Fredette StephenDirector · Co-President
Exercise / conversionClass A Common Stock 3,521 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000291 · wk-form4_1691094264.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,817,265

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
August 01, 2023 Filed Aug 3, 2023 20:23 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,912 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000290 · wk-form4_1691094205.xml · derivative · entry 3

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,123

Underlying: Class A Common Stock · 3,912 shares

Expires not disclosed

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

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

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

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

Read SEC document
August 01, 2023 Filed Aug 3, 2023 20:23 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionClass A Common Stock 3,912 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000290 · wk-form4_1691094205.xml · nonDerivative · entry 1

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,179

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
August 01, 2023 Filed Aug 3, 2023 20:26 UTC
Comparato Christopher PDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 7,825 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000293 · wk-form4_1691094363.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,245

Underlying: Class A Common Stock · 7,825 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
August 01, 2023 Filed Aug 3, 2023 20:26 UTC
Comparato Christopher PDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 7,825 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000293 · wk-form4_1691094363.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 327,826

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
August 01, 2023 Filed Aug 3, 2023 20:22 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 978 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000289 · wk-form4_1691094151.xml · derivative · entry 5

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,781

Underlying: Class A Common Stock · 978 shares

Expires not disclosed

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

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

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

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

Read SEC document
August 01, 2023 Filed Aug 3, 2023 20:22 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 15,625 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000289 · wk-form4_1691094151.xml · derivative · entry 4

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,625

Underlying: Class A Common Stock · 15,625 shares

Expires not disclosed

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

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

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

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

Read SEC document
August 01, 2023 Filed Aug 3, 2023 20:22 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionClass A Common Stock 978 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000289 · wk-form4_1691094151.xml · nonDerivative · entry 2

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,138

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
August 01, 2023 Filed Aug 3, 2023 20:22 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionClass A Common Stock 15,625 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000289 · wk-form4_1691094151.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,160

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
July 21, 2023 Filed Jul 25, 2023 22:39 UTC
Papa Steve10% owner
ConversionClass B Common Stock · Derivative 31,675,329 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-017528 · doc4.xml · derivative · entry 2

Technology Investment Dining Group, LLC · CIK 0001884213 · 10% owner

Papa Steve · CIK 0001835174 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 31,675,329 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: Reflects the voluntary conversion of Class B Common Stock on a one-for-one basis. Following the voluntary conversion of Class B Common Stock reported in Table I, the Reporting Person is no longer a 10% Owner.

F1 · derivative.exercise_date: Reflects the voluntary conversion of Class B Common Stock on a one-for-one basis. Following the voluntary conversion of Class B Common Stock reported in Table I, the Reporting Person is no longer a 10% Owner.

F1 · derivative.expiration_date: Reflects the voluntary conversion of Class B Common Stock on a one-for-one basis. Following the voluntary conversion of Class B Common Stock reported in Table I, the Reporting Person is no longer a 10% Owner.

Read SEC document
July 21, 2023 Filed Jul 25, 2023 22:39 UTC
Papa Steve10% owner
ConversionClass A Common Stock 31,675,329 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-017528 · doc4.xml · nonDerivative · entry 1

Technology Investment Dining Group, LLC · CIK 0001884213 · 10% owner

Papa Steve · CIK 0001835174 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,843,646

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

F1 · kind: Reflects the voluntary conversion of Class B Common Stock on a one-for-one basis. Following the voluntary conversion of Class B Common Stock reported in Table I, the Reporting Person is no longer a 10% Owner.

F2 · ownership.direct: The shares are held directly by Technology Investment Dining Group, LLC. These shares are owned indirectly by Steven Papa by virtue of him being the managing member of Technology Investment Dining Group, LLC.

Read SEC document
July 17, 2023 Filed Jul 19, 2023 20:11 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 320 $26.00 $8,320.00
Disclosure

SEC source: 0001650164-23-000278 · wk-form4_1689797458.xml · nonDerivative · entry 2

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,535

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 $25.95 to $26.11, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote.

Read SEC document
July 17, 2023 Filed Jul 19, 2023 20:11 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 438 $25.67 $11,243.46
Disclosure

SEC source: 0001650164-23-000278 · wk-form4_1689797458.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,855

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 $24.93 to $25.88, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote.

Read SEC document
July 17, 2023 Filed Jul 19, 2023 20:09 UTC
Comparato Christopher PDirector · Chief Executive Officer
SaleClass A Common Stock 26,331 $25.99 $684,342.69
Disclosure

SEC source: 0001650164-23-000277 · wk-form4_1689797383.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 320,001

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 $25.89 to $26.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote.

Read SEC document
July 17, 2023 Filed Jul 19, 2023 20:09 UTC
Comparato Christopher PDirector · Chief Executive Officer
SaleClass A Common Stock 31,669 $25.68 $813,259.92
Disclosure

SEC source: 0001650164-23-000277 · wk-form4_1689797383.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 346,332

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 $24.89 to $25.885, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote.

Read SEC document
July 13, 2023 Filed Jul 14, 2023 21:26 UTC
Narang AmanDirector · COO & Co-President
SaleClass A Common Stock 73,199 $26.17 $1,915,617.83
Disclosure

SEC source: 0001650164-23-000273 · wk-form4_1689369938.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,514,169

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 14, 2022.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.00 to $26.61, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote.

Read SEC document
July 13, 2023 Filed Jul 14, 2023 21:26 UTC
Narang AmanDirector · COO & Co-President
SaleClass A Common Stock 31,801 $25.78 $819,829.78
Disclosure

SEC source: 0001650164-23-000273 · wk-form4_1689369938.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,587,368

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 14, 2022.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote.

Read SEC document
July 13, 2023 Filed Jul 14, 2023 21:22 UTC
Fredette StephenDirector · Co-President
SaleClass A Common Stock 113,291 $26.17 $2,964,825.47
Disclosure

SEC source: 0001650164-23-000271 · wk-form4_1689369746.xml · nonDerivative · entry 2

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,813,744

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 15, 2022.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.00 to $26.64, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote.

Read SEC document
July 13, 2023 Filed Jul 14, 2023 21:22 UTC
Fredette StephenDirector · Co-President
SaleClass A Common Stock 46,709 $25.78 $1,204,158.02
Disclosure

SEC source: 0001650164-23-000271 · wk-form4_1689369746.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,927,035

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 15, 2022.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote.

Read SEC document
July 05, 2023 Filed Jul 6, 2023 20:16 UTC
Narang AmanDirector · COO & Co-President
SaleClass A Common Stock 2,356 $22.20 $52,296.13
Disclosure

SEC source: 0001650164-23-000257 · wk-form4_1688674563.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,619,169

F1 · 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
July 05, 2023 Filed Jul 6, 2023 20:22 UTC
Elworthy Brian RGeneral Counsel
SaleClass A Common Stock 1,414 $22.20 $31,386.56
Disclosure

SEC source: 0001650164-23-000265 · wk-form4_1688674946.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 373,892

F1 · 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
July 05, 2023 Filed Jul 6, 2023 20:20 UTC
Fredette StephenDirector · Co-President
SaleClass A Common Stock 2,168 $22.20 $48,123.10
Disclosure

SEC source: 0001650164-23-000263 · wk-form4_1688674844.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,973,744

F1 · 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
July 05, 2023 Filed Jul 6, 2023 20:19 UTC
Gomez ElenaChief Financial Officer
SaleClass A Common Stock 15,007 $22.20 $333,110.38
Disclosure

SEC source: 0001650164-23-000261 · wk-form4_1688674739.xml · nonDerivative · entry 1

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,267

F1 · 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
July 05, 2023 Filed Jul 6, 2023 20:24 UTC
Comparato Christopher PDirector · Chief Executive Officer
SaleClass A Common Stock 4,334 $22.20 $96,201.80
Disclosure

SEC source: 0001650164-23-000267 · wk-form4_1688675051.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 378,001

F1 · 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
July 05, 2023 Filed Jul 6, 2023 20:17 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 1,113 $22.20 $24,705.26
Disclosure

SEC source: 0001650164-23-000259 · wk-form4_1688674667.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,293

F1 · 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
July 01, 2023 Filed Jul 5, 2023 20:13 UTC
Narang AmanDirector · COO & Co-President
Exercise / conversionRestricted Stock Units · Derivative 6,330 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000252 · wk-form4_1688587995.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,958

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
July 01, 2023 Filed Jul 5, 2023 20:13 UTC
Narang AmanDirector · COO & Co-President
Exercise / conversionRestricted Stock Units · Derivative 1,560 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000252 · wk-form4_1688587995.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,940

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
July 01, 2023 Filed Jul 5, 2023 20:13 UTC
Narang AmanDirector · COO & Co-President
Exercise / conversionClass A Common Stock 6,330 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000252 · wk-form4_1688587995.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,621,525

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

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

Read SEC document
July 01, 2023 Filed Jul 5, 2023 20:13 UTC
Narang AmanDirector · COO & Co-President
Exercise / conversionClass A Common Stock 1,560 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000252 · wk-form4_1688587995.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,615,195

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

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

Read SEC document
July 01, 2023 Filed Jul 5, 2023 20:16 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 3,481 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000255 · wk-form4_1688588178.xml · derivative · entry 5

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,227

Underlying: Class A Common Stock · 3,481 shares

Expires not disclosed

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

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

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

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

Read SEC document
July 01, 2023 Filed Jul 5, 2023 20:16 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000255 · wk-form4_1688588178.xml · derivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,000

Underlying: Class A Common Stock · 1,250 shares

Expires not disclosed

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

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

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
July 01, 2023 Filed Jul 5, 2023 20:16 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 3,481 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000255 · wk-form4_1688588178.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 375,306

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

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

Read SEC document
July 01, 2023 Filed Jul 5, 2023 20:16 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000255 · wk-form4_1688588178.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 371,825

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

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

Read SEC document
July 01, 2023 Filed Jul 5, 2023 20:14 UTC
Fredette StephenDirector · Co-President
Exercise / conversionRestricted Stock Units · Derivative 5,697 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000253 · wk-form4_1688588052.xml · derivative · entry 7

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,462

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.

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

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

Read SEC document
July 01, 2023 Filed Jul 5, 2023 20:14 UTC
Fredette StephenDirector · Co-President
Exercise / conversionRestricted Stock Units · Derivative 1,560 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000253 · wk-form4_1688588052.xml · derivative · entry 6

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,940

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
July 01, 2023 Filed Jul 5, 2023 20:14 UTC
Fredette StephenDirector · Co-President
Exercise / conversionClass A Common Stock 5,697 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000253 · wk-form4_1688588052.xml · nonDerivative · entry 2

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,975,912

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

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

Read SEC document
July 01, 2023 Filed Jul 5, 2023 20:14 UTC
Fredette StephenDirector · Co-President
Exercise / conversionClass A Common Stock 1,560 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000253 · wk-form4_1688588052.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,970,215

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

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

Read SEC document
July 01, 2023 Filed Jul 5, 2023 20:15 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 6,330 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000254 · wk-form4_1688588105.xml · derivative · entry 4

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,958

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
July 01, 2023 Filed Jul 5, 2023 20:15 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 23,435 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000254 · wk-form4_1688588105.xml · derivative · entry 3

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 164,065

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
July 01, 2023 Filed Jul 5, 2023 20:15 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionClass A Common Stock 6,330 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000254 · wk-form4_1688588105.xml · nonDerivative · entry 2

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 149,274

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

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

Read SEC document
July 01, 2023 Filed Jul 5, 2023 20:15 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionClass A Common Stock 23,435 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000254 · wk-form4_1688588105.xml · nonDerivative · entry 1

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,944

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

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