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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 5 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 6 |
| Feb 2026 | 0 | 5 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 5 |
| May 2026 | 0 | 2 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 8 |
| Aug 2026 | 0 | 16 |
| Sep 2026 | 0 | 2 |
| Oct 2026 | 0 | 7 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 23, 2023 Filed May 25, 2023 20:56 UTC |
Bennett Richard KentDirector
|
SaleClass A Common Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013900 · 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 May 23, 2023, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional, sold 694,600 shares, 556,000 shares, 30,099 shares and 189,925 shares of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $21.22. These shares were sold in multiple transactions at prices ranging from $20.89 to $21.58. 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 May 23, 2023, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional, sold 694,600 shares, 556,000 shares, 30,099 shares and 189,925 shares of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $21.22. These shares were sold in multiple transactions at prices ranging from $20.89 to $21.58. 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: Represents 283,268 shares converted from Class B Common Stock to Class A Common Stock by Bessemer IX, 226,941 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Institutional. Read SEC document |
| May 23, 2023 Filed May 25, 2023 20:56 UTC |
Bennett Richard KentDirector
|
ConversionClass A Common Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013900 · 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 694,000 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 556,000 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"), 30,099 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and 189,925 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century 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 694,000 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 556,000 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"), 30,099 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and 189,925 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century Funds"). F2 · ownership.nature: Represents 694,000 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 556,000 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"), 30,099 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and 189,925 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century Funds"). F4 · ownership.nature: Represents 283,268 shares converted from Class B Common Stock to Class A Common Stock by Bessemer IX, 226,941 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Institutional. Read SEC document |
| May 23, 2023 Filed May 25, 2023 16:55 UTC |
Bessemer Venture Partners IX L.P.10% owner
Deer IX & Co. Ltd.10% owner
Deer IX & Co. L.P.10% owner
Deer X & Co. L.P.10% owner
Deer X & Co. Ltd.10% owner
|
SaleClass A Common Stock | 1,470,024 | $21.22 | $31,193,909.28 |
DisclosureSEC source: 0000899243-23-013899 · 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. L.P. · CIK 0001768637 · 10% owner Deer X & Co. Ltd. · CIK 0001768677 · 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 May 23, 2023, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional, sold 694,600 shares, 556,000 shares, 30,099 shares and 189,925 shares of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $21.22. These shares were sold in multiple transactions at prices ranging from $20.89 to $21.58. 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 May 23, 2023, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional, sold 694,600 shares, 556,000 shares, 30,099 shares and 189,925 shares of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $21.22. These shares were sold in multiple transactions at prices ranging from $20.89 to $21.58. 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 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 |
| May 23, 2023 Filed May 25, 2023 16:55 UTC |
Bessemer Venture Partners IX L.P.10% owner
Deer IX & Co. Ltd.10% owner
Deer IX & Co. L.P.10% owner
Deer X & Co. L.P.10% owner
Deer X & Co. Ltd.10% owner
|
ConversionClass A Common Stock | 1,470,024 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013899 · 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. L.P. · CIK 0001768637 · 10% owner Deer X & Co. Ltd. · CIK 0001768677 · 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: 1,470,024 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 694,000 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 556,000 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"), 30,099 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and 189,925 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century 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 694,000 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 556,000 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"), 30,099 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and 189,925 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century Funds"). F2 · ownership.nature: Represents 694,000 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 556,000 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"), 30,099 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and 189,925 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional" and collectively "Bessemer Century 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 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 |
| May 19, 2023 Filed May 22, 2023 23:14 UTC |
Bennett Richard KentDirector
|
SaleClass A Common Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013617 · doc4.xml · nonDerivative · entry 4 Bennett Richard Kent · CIK 0001860725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 0 F5 · shares: On May 19, 2023, Bessemer IX and Bessemer Institutional, sold 277,600 shares and 222,400 shares, of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $20.68. These shares were sold in multiple transactions at prices ranging from $20.50 to $20.97. 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 May 19, 2023, Bessemer IX and Bessemer Institutional, sold 277,600 shares and 222,400 shares, of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $20.68. These shares were sold in multiple transactions at prices ranging from $20.50 to $20.97. 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. F6 · 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. 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. F7 · ownership.nature: (Continued from Footnote 6) This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities. Read SEC document |
| May 19, 2023 Filed May 22, 2023 23:14 UTC |
Bennett Richard KentDirector
|
ConversionClass A Common Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013617 · doc4.xml · nonDerivative · entry 3 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. F4 · shares: Represents 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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. F4 · balance_after: Represents 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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: Represents 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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 · 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. 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. F7 · ownership.nature: (Continued from Footnote 6) This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities. Read SEC document |
| May 19, 2023 Filed May 22, 2023 19:18 UTC |
Bessemer Venture Partners IX L.P.10% owner
Deer IX & Co. Ltd.10% owner
Deer IX & Co. L.P.10% owner
Deer X & Co. Ltd.10% owner
Deer X & Co. L.P.10% owner
|
SaleClass A Common Stock | 500,000 | $20.68 | $10,340,000.00 |
DisclosureSEC source: 0000899243-23-013618 · doc4.xml · nonDerivative · entry 4 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 F7 · shares: On May 19, 2023, Bessemer IX and Bessemer Institutional, sold 277,600 shares and 222,400 shares, of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $20.68. These shares were sold in multiple transactions at prices ranging from $20.50 to $20.97. 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. F7 · price: On May 19, 2023, Bessemer IX and Bessemer Institutional, sold 277,600 shares and 222,400 shares, of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $20.68. These shares were sold in multiple transactions at prices ranging from $20.50 to $20.97. 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 Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional", collectively the "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 |
| May 19, 2023 Filed May 22, 2023 19:18 UTC |
Bessemer Venture Partners IX L.P.10% owner
Deer IX & Co. Ltd.10% owner
Deer IX & Co. L.P.10% owner
Deer X & Co. Ltd.10% owner
Deer X & Co. L.P.10% owner
|
ConversionClass A Common Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013618 · doc4.xml · nonDerivative · 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: 500,000 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. F6 · shares: Represents 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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. F6 · balance_after: Represents 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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 Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional", collectively the "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. F6 · ownership.nature: Represents 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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"). Read SEC document |
| May 19, 2023 Filed May 22, 2023 21:16 UTC |
Comparato Christopher PDirector · Chief Executive Officer
|
SaleClass A Common Stock | 128,947 | $20.68 | $2,666,623.96 |
DisclosureSEC source: 0001650164-23-000179 · wf-form4_168479016727082.xml · nonDerivative · entry 2 Comparato Christopher P · CIK 0001868272 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By the Comparato Family Holdings Trust dated July 27, 2018 Disclosed balance after: 0 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 17, 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 $20.49 to $20.97, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote. Read SEC document |
| May 19, 2023 Filed May 22, 2023 21:16 UTC |
Comparato Christopher PDirector · Chief Executive Officer
|
SaleClass A Common Stock | 33,333 | $20.68 | $689,193.11 |
DisclosureSEC source: 0001650164-23-000179 · wf-form4_168479016727082.xml · nonDerivative · entry 1 Comparato Christopher P · CIK 0001868272 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,816 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 17, 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 $20.49 to $20.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote. Read SEC document |
| May 18, 2023 Filed May 22, 2023 23:14 UTC |
Bennett Richard KentDirector
|
ConversionClass B Common Stock · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013617 · doc4.xml · derivative · entry 6 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 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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: Represents 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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: Represents 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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: 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. 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. F7 · balance_after: (Continued from Footnote 6) This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities. F9 · balance_after: As of the date hereof, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional own 15,063,428 shares of Class B Common Stock, 12,068,109 shares of Class B Common Stock, 421,405 shares of Class B Common Stock, and 2,659,046 shares of Class B Common Stock, respectively. F6 · 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. 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. F7 · ownership.nature: (Continued from Footnote 6) This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities. F9 · ownership.nature: As of the date hereof, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional own 15,063,428 shares of Class B Common Stock, 12,068,109 shares of Class B Common Stock, 421,405 shares of Class B Common Stock, and 2,659,046 shares of Class B Common Stock, respectively. Read SEC document |
| May 18, 2023 Filed May 22, 2023 23:14 UTC |
Bennett Richard KentDirector
|
SaleClass A Common Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013617 · doc4.xml · nonDerivative · entry 2 Bennett Richard Kent · CIK 0001860725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F3 · shares: On May 18, 2023, Bessemer IX and Bessemer Institutional, sold 277,600 shares and 222,400 shares, of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $20.93. These shares were sold in multiple transactions at prices ranging from $20.58 to $21.07. 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 May 18, 2023, Bessemer IX and Bessemer Institutional, sold 277,600 shares and 222,400 shares, of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $20.93. These shares were sold in multiple transactions at prices ranging from $20.58 to $21.07. 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: Represents 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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"). Read SEC document |
| May 18, 2023 Filed May 22, 2023 23:14 UTC |
Bennett Richard KentDirector
|
ConversionClass A Common Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013617 · 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 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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"). F2 · ownership.nature: Represents 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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: Represents 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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"). Read SEC document |
| May 18, 2023 Filed May 22, 2023 19:18 UTC |
Bessemer Venture Partners IX L.P.10% owner
Deer IX & Co. Ltd.10% owner
Deer IX & Co. L.P.10% owner
Deer X & Co. Ltd.10% owner
Deer X & Co. L.P.10% owner
|
SaleClass A Common Stock | 500,000 | $20.93 | $10,465,000.00 |
DisclosureSEC source: 0000899243-23-013618 · 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 May 18, 2023, Bessemer IX and Bessemer Institutional, sold 277,600 shares and 222,400 shares, of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $20.93. These shares were sold in multiple transactions at prices ranging from $20.58 to $21.07. 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 May 18, 2023, Bessemer IX and Bessemer Institutional, sold 277,600 shares and 222,400 shares, of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $20.93. These shares were sold in multiple transactions at prices ranging from $20.58 to $21.07. 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 Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional", collectively the "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 |
| May 18, 2023 Filed May 22, 2023 19:18 UTC |
Bessemer Venture Partners IX L.P.10% owner
Deer IX & Co. Ltd.10% owner
Deer IX & Co. L.P.10% owner
Deer X & Co. Ltd.10% owner
Deer X & Co. L.P.10% owner
|
ConversionClass A Common Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013618 · 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: 500,000 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 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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"). F2 · ownership.nature: Represents 277,600 shares converted from Class B Common Stock to Class A Common Stock by Bessemer Venture Partners IX, L.P. ("Bessemer IX"), 222,400 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 Bessemer Venture Partners Century Fund L.P. ("Bessemer Century") and Bessemer Venture Partners Century Fund Institutional L.P. ("Bessemer Century Institutional", collectively the "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 |
| May 15, 2023 Filed May 16, 2023 18:36 UTC |
Yuan DavidDirector
|
PurchaseClass A common stock | 4,969 | $19.44 | $96,597.36 |
DisclosureSEC source: 0000899243-23-013089 · doc4.xml · nonDerivative · entry 6 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 23,373 F5 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.40 to $19.50, 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 purchased at each separate price within the ranges set forth in this footnote. F4 · ownership.nature: The shares are held directly by Tidemark Executive Fund I LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Executive Fund I LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 15, 2023 Filed May 16, 2023 18:36 UTC |
Yuan DavidDirector
|
PurchaseClass A common stock | 47,412 | $19.44 | $921,689.28 |
DisclosureSEC source: 0000899243-23-013089 · doc4.xml · nonDerivative · entry 5 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 223,013 F5 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.40 to $19.50, 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 purchased at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: The shares are held directly by Tidemark Fund I-A LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Fund I-A LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 15, 2023 Filed May 16, 2023 18:36 UTC |
Yuan DavidDirector
|
PurchaseClass A common stock | 82,619 | $19.44 | $1,606,113.36 |
DisclosureSEC source: 0000899243-23-013089 · doc4.xml · nonDerivative · entry 4 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 388,614 F5 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.40 to $19.50, 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 purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: The shares are held directly by Tidemark Fund I LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Fund I LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:33 UTC |
Matlock James MichaelPrincipal Accounting Officer
|
SaleClass A Common Stock | 462 | $19.40 | $8,964.19 |
DisclosureSEC source: 0001650164-23-000177 · wf-form4_168435556600222.xml · nonDerivative · entry 1 Matlock James Michael · CIK 0001887681 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,234 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 $19.08 to $19.66, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote. Read SEC document |
| May 12, 2023 Filed May 16, 2023 18:36 UTC |
Yuan DavidDirector
|
PurchaseClass A common stock | 18,404 | $19.82 | $364,767.28 |
DisclosureSEC source: 0000899243-23-013089 · doc4.xml · nonDerivative · entry 3 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 18,404 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.24 to $20.00, 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 purchased at each separate price within the ranges set forth in this footnote. F4 · ownership.nature: The shares are held directly by Tidemark Executive Fund I LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Executive Fund I LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 12, 2023 Filed May 16, 2023 18:36 UTC |
Yuan DavidDirector
|
PurchaseClass A common stock | 175,601 | $19.82 | $3,480,411.82 |
DisclosureSEC source: 0000899243-23-013089 · doc4.xml · nonDerivative · entry 2 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 175,601 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.24 to $20.00, 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 purchased at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: The shares are held directly by Tidemark Fund I-A LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Fund I-A LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 12, 2023 Filed May 16, 2023 18:36 UTC |
Yuan DavidDirector
|
PurchaseClass A common stock | 305,995 | $19.82 | $6,064,820.90 |
DisclosureSEC source: 0000899243-23-013089 · doc4.xml · nonDerivative · entry 1 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 305,995 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.24 to $20.00, 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 purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: The shares are held directly by Tidemark Fund I LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Fund I LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 11, 2023 Filed May 15, 2023 20:39 UTC |
Hawkins Mark JDirector
|
SaleClass A Common Stock | 52,790 | $20.95 | $1,105,844.92 |
DisclosureSEC source: 0001650164-23-000175 · wf-form4_168418314080577.xml · nonDerivative · entry 1 Hawkins Mark J · CIK 0001430437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,007 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.94 to $20.99, 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 |
| May 10, 2023 Filed May 11, 2023 20:32 UTC |
Narang AmanDirector · COO & Co-President
|
SaleClass A Common Stock | 23,201 | $21.09 | $489,332.29 |
DisclosureSEC source: 0001650164-23-000172 · wf-form4_168383714069777.xml · nonDerivative · entry 2 Narang Aman · CIK 0001869139 · Director · COO & Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,613,635 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 $21.00 to $21.17, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote. Read SEC document |
| May 10, 2023 Filed May 11, 2023 20:32 UTC |
Narang AmanDirector · COO & Co-President
|
SaleClass A Common Stock | 96,799 | $20.63 | $1,996,963.37 |
DisclosureSEC source: 0001650164-23-000172 · wf-form4_168383714069777.xml · nonDerivative · entry 1 Narang Aman · CIK 0001869139 · Director · COO & Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,636,836 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 $20.00 to $20.99, 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 |
| May 03, 2023 Filed May 5, 2023 20:52 UTC |
Matlock James MichaelPrincipal Accounting Officer
|
SaleClass A Common Stock | 6,310 | $17.54 | $110,690.02 |
DisclosureSEC source: 0001650164-23-000156 · wf-form4_168331991697293.xml · nonDerivative · entry 1 Matlock James Michael · CIK 0001887681 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,696 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 $17.10 to $18.065, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote. Read SEC document |
| May 02, 2023 Filed May 3, 2023 20:43 UTC |
Narang AmanDirector · COO & Co-President
|
SaleClass A Common Stock | 1,108 | $17.16 | $19,013.28 |
DisclosureSEC source: 0001650164-23-000145 · wf-form4_168314659946163.xml · nonDerivative · entry 3 Narang Aman · CIK 0001869139 · Director · COO & Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,733,635 F4 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 02, 2023 Filed May 3, 2023 20:44 UTC |
Elworthy Brian RGeneral Counsel
|
SaleClass A Common Stock | 670 | $17.16 | $11,497.20 |
DisclosureSEC source: 0001650164-23-000146 · wf-form4_168314665888341.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 370,575 F2 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 02, 2023 Filed May 3, 2023 20:39 UTC |
Fredette StephenDirector · Co-President
|
SaleClass A Common Stock | 1,111 | $17.16 | $19,064.76 |
DisclosureSEC source: 0001650164-23-000142 · wf-form4_168314635321597.xml · nonDerivative · entry 2 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,317,298 F2 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 02, 2023 Filed May 3, 2023 20:40 UTC |
Gomez ElenaChief Financial Officer
|
SaleClass A Common Stock | 2,058 | $17.16 | $35,315.28 |
DisclosureSEC source: 0001650164-23-000143 · wf-form4_168314643277440.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,509 F2 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 02, 2023 Filed May 3, 2023 20:42 UTC |
Comparato Christopher PDirector · Chief Executive Officer
|
SaleClass A Common Stock | 2,436 | $17.16 | $41,801.76 |
DisclosureSEC source: 0001650164-23-000144 · wf-form4_168314653393681.xml · nonDerivative · entry 2 Comparato Christopher P · CIK 0001868272 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,149 F2 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 02, 2023 Filed May 3, 2023 20:46 UTC |
Matlock James MichaelPrincipal Accounting Officer
|
SaleClass A Common Stock | 6,091 | $17.16 | $104,521.56 |
DisclosureSEC source: 0001650164-23-000147 · wf-form4_168314673827178.xml · nonDerivative · entry 3 Matlock James Michael · CIK 0001887681 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,006 F2 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:43 UTC |
Narang AmanDirector · COO & Co-President
|
Exercise / conversionRestricted Stock Units · Derivative | 3,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000145 · wf-form4_168314659946163.xml · derivative · entry 5 Narang Aman · CIK 0001869139 · Director · COO & Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,731 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 |
| May 01, 2023 Filed May 3, 2023 20:43 UTC |
Narang AmanDirector · COO & Co-President
|
SaleClass A Common Stock | 5,495 | $17.81 | $97,843.97 |
DisclosureSEC source: 0001650164-23-000145 · wf-form4_168314659946163.xml · nonDerivative · entry 2 Narang Aman · CIK 0001869139 · Director · COO & Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,734,743 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 $17.32 to $18.29, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:43 UTC |
Narang AmanDirector · COO & Co-President
|
Exercise / conversionClass A Common Stock | 3,521 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000145 · wf-form4_168314659946163.xml · nonDerivative · entry 1 Narang Aman · CIK 0001869139 · Director · COO & Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,740,238 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:44 UTC |
Elworthy Brian RGeneral Counsel
|
Exercise / conversionRestricted Stock Units · Derivative | 2,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000146 · wf-form4_168314665888341.xml · derivative · entry 4 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,669 Underlying: Class A Common Stock · 2,152 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:44 UTC |
Elworthy Brian RGeneral Counsel
|
Exercise / conversionClass A Common Stock | 2,152 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000146 · wf-form4_168314665888341.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 371,245 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:39 UTC |
Fredette StephenDirector · Co-President
|
Exercise / conversionRestricted Stock Units · Derivative | 3,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000142 · wf-form4_168314635321597.xml · derivative · entry 6 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,731 Underlying: Class A Common Stock · 3,521 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:39 UTC |
Fredette StephenDirector · Co-President
|
Exercise / conversionClass A Common Stock | 3,521 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000142 · wf-form4_168314635321597.xml · nonDerivative · entry 1 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,318,409 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:40 UTC |
Gomez ElenaChief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000143 · wf-form4_168314643277440.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,035 Underlying: Class A Common Stock · 3,912 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:40 UTC |
Gomez ElenaChief Financial Officer
|
Exercise / conversionClass A Common Stock | 3,912 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000143 · wf-form4_168314643277440.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,567 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:42 UTC |
Comparato Christopher PDirector · Chief Executive Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 7,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000144 · wf-form4_168314653393681.xml · derivative · entry 4 Comparato Christopher P · CIK 0001868272 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,070 Underlying: Class A Common Stock · 7,824 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:42 UTC |
Comparato Christopher PDirector · Chief Executive Officer
|
Exercise / conversionClass A Common Stock | 7,824 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000144 · wf-form4_168314653393681.xml · nonDerivative · entry 1 Comparato Christopher P · CIK 0001868272 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,585 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:46 UTC |
Matlock James MichaelPrincipal Accounting Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 978 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000147 · wf-form4_168314673827178.xml · derivative · entry 5 Matlock James Michael · CIK 0001887681 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,759 Underlying: Class A Common Stock · 978 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:46 UTC |
Matlock James MichaelPrincipal Accounting Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 15,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000147 · wf-form4_168314673827178.xml · derivative · entry 4 Matlock James Michael · CIK 0001887681 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,250 Underlying: Class A Common Stock · 15,625 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest as follows: 25% shall vest on November 1, 2022, with the remainder vesting in equal quarterly installments of 6.25% over the following three years. F3 · derivative.expiration_date: The RSUs shall vest as follows: 25% shall vest on November 1, 2022, with the remainder vesting in equal quarterly installments of 6.25% over the following three years. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:46 UTC |
Matlock James MichaelPrincipal Accounting Officer
|
Exercise / conversionClass A Common Stock | 978 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000147 · wf-form4_168314673827178.xml · nonDerivative · entry 2 Matlock James Michael · CIK 0001887681 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,097 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:46 UTC |
Matlock James MichaelPrincipal Accounting Officer
|
Exercise / conversionClass A Common Stock | 15,625 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000147 · wf-form4_168314673827178.xml · nonDerivative · entry 1 Matlock James Michael · CIK 0001887681 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,119 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| April 27, 2023 Filed Apr 28, 2023 20:55 UTC |
Hawkins Mark JDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 52,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000135 · wf-form4_168271531515916.xml · derivative · entry 2 Hawkins Mark J · CIK 0001430437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 52,790 shares Expires 2027-04-27 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 RSU's vest in two equal annual installments: 50% vested on April 27, 2022 and 50% shall vest on April 27, 2023. Read SEC document |
| April 27, 2023 Filed Apr 28, 2023 20:55 UTC |
Hawkins Mark JDirector
|
Exercise / conversionClass A Common Stock | 52,790 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000135 · wf-form4_168271531515916.xml · nonDerivative · entry 1 Hawkins Mark J · CIK 0001430437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,797 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| April 19, 2023 Filed Apr 20, 2023 20:41 UTC |
Fredette StephenDirector · Co-President
|
SaleClass A Common Stock | 18,263 | $18.07 | $330,012.41 |
DisclosureSEC source: 0001650164-23-000126 · wf-form4_168202324822589.xml · nonDerivative · entry 2 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,314,888 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 $18.00 to $18.19, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.