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TOST

Toast, Inc.

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3272
SEC CIK
0001650164
Parsed reports
628

Last 12 months

Inside the activity.

0 purchase rows · 57 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202505
Dec 202500
Jan 202606
Feb 202605
Mar 202601
Apr 202605
May 202602
Jun 202600
Jul 202608
Aug 2026016
Sep 202602
Oct 202607

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 14, 2023 Filed Feb 16, 2023 23:36 UTC
Elworthy Brian RGeneral Counsel
SaleClass A Common Stock 25,000 $25.25 $631,150.00
Disclosure

SEC source: 0001650164-23-000054 · wf-form4_167659057425715.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Indirect · By the Brian R. Elworthy Irrevocable Trust of 2019

Disclosed balance after: 78,736

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 $25.745, 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
February 14, 2023 Filed Feb 16, 2023 23:38 UTC
Fredette StephenDirector · Co-President
SaleClass A Common Stock 120,000 $25.28 $3,033,360.00
Disclosure

SEC source: 0001650164-23-000056 · wf-form4_167659071081075.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,537,787

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 $25.765, 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
February 03, 2023 Filed Feb 7, 2023 22:15 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 6,310 $23.89 $150,745.90
Disclosure

SEC source: 0001650164-23-000044 · wf-form4_167580811705505.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,928

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 $23.52 to $24.34, 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
February 02, 2023 Filed Feb 3, 2023 21:45 UTC
Narang AmanDirector · COO & Co-President
SaleClass A Common Stock 1,126 $24.21 $27,254.83
Disclosure

SEC source: 0001650164-23-000042 · wf-form4_167546072572386.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,840,700

F5 · 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
February 02, 2023 Filed Feb 3, 2023 21:40 UTC
Elworthy Brian RGeneral Counsel
SaleClass A Common Stock 688 $24.21 $16,653.04
Disclosure

SEC source: 0001650164-23-000039 · wf-form4_167546042367544.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 368,214

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
February 02, 2023 Filed Feb 3, 2023 21:39 UTC
Fredette StephenDirector · Co-President
SaleClass A Common Stock 1,125 $24.21 $27,230.63
Disclosure

SEC source: 0001650164-23-000038 · wf-form4_167546032440288.xml · nonDerivative · entry 2

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,657,787

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
February 02, 2023 Filed Feb 3, 2023 21:33 UTC
Gomez ElenaChief Financial Officer
SaleClass A Common Stock 1,248 $24.21 $30,207.84
Disclosure

SEC source: 0001650164-23-000037 · wf-form4_167545997692340.xml · nonDerivative · entry 2

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 104,508

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
February 02, 2023 Filed Feb 3, 2023 21:43 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 5,584 $24.21 $135,160.72
Disclosure

SEC source: 0001650164-23-000041 · wf-form4_167546060197589.xml · nonDerivative · entry 3

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,238

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
February 02, 2023 Filed Feb 3, 2023 21:42 UTC
Comparato Christopher PDirector · Chief Executive Officer
SaleClass A Common Stock 2,327 $24.21 $56,325.04
Disclosure

SEC source: 0001650164-23-000040 · wf-form4_167546051018642.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 176,561

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
February 01, 2023 Filed Feb 3, 2023 21:45 UTC
Narang AmanDirector · COO & Co-President
Exercise / conversionRestricted Stock Units · Derivative 3,521 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000042 · wf-form4_167546072572386.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,252

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.

F6 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

F6 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
February 01, 2023 Filed Feb 3, 2023 21:45 UTC
Narang AmanDirector · COO & Co-President
SaleClass A Common Stock 20,014 $23.09 $462,123.26
Disclosure

SEC source: 0001650164-23-000042 · wf-form4_167546072572386.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,841,826

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

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.015 to $23.20, 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
February 01, 2023 Filed Feb 3, 2023 21:45 UTC
Narang AmanDirector · COO & Co-President
SaleClass A Common Stock 104,469 $22.30 $2,329,658.70
Disclosure

SEC source: 0001650164-23-000042 · wf-form4_167546072572386.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,861,840

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 $22.02 to $23.01, 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
February 01, 2023 Filed Feb 3, 2023 21:45 UTC
Narang AmanDirector · COO & Co-President
Exercise / conversionClass A Common Stock 3,521 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000042 · wf-form4_167546072572386.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,966,309

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
February 01, 2023 Filed Feb 3, 2023 21:40 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 2,151 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000039 · wf-form4_167546042367544.xml · derivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,821

Underlying: Class A Common Stock · 2,151 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 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 February 1, 2022.

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

Read SEC document
February 01, 2023 Filed Feb 3, 2023 21:40 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 2,151 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000039 · wf-form4_167546042367544.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 368,902

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
February 01, 2023 Filed Feb 3, 2023 21:39 UTC
Fredette StephenDirector · Co-President
Exercise / conversionRestricted Stock Units · Derivative 3,521 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000038 · wf-form4_167546032440288.xml · derivative · entry 6

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,252

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
February 01, 2023 Filed Feb 3, 2023 21:39 UTC
Fredette StephenDirector · Co-President
Exercise / conversionClass A Common Stock 3,521 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000038 · wf-form4_167546032440288.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,658,912

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

Read SEC document
February 01, 2023 Filed Feb 3, 2023 21:33 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,913 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000037 · wf-form4_167545997692340.xml · derivative · entry 3

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,947

Underlying: Class A Common Stock · 3,913 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
February 01, 2023 Filed Feb 3, 2023 21:33 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionClass A Common Stock 3,913 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000037 · wf-form4_167545997692340.xml · nonDerivative · entry 1

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,756

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
February 01, 2023 Filed Feb 3, 2023 21:43 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 978 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000041 · wf-form4_167546060197589.xml · derivative · entry 5

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,737

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
February 01, 2023 Filed Feb 3, 2023 21:43 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 15,625 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000041 · wf-form4_167546060197589.xml · derivative · entry 4

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 171,875

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
February 01, 2023 Filed Feb 3, 2023 21:43 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionClass A Common Stock 978 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000041 · wf-form4_167546060197589.xml · nonDerivative · entry 2

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,822

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
February 01, 2023 Filed Feb 3, 2023 21:43 UTC
Matlock James MichaelPrincipal Accounting Officer
Exercise / conversionClass A Common Stock 15,625 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000041 · wf-form4_167546060197589.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,844

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
February 01, 2023 Filed Feb 3, 2023 21:42 UTC
Comparato Christopher PDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 7,825 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000040 · wf-form4_167546051018642.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,894

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
February 01, 2023 Filed Feb 3, 2023 21:42 UTC
Comparato Christopher PDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 7,825 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000040 · wf-form4_167546051018642.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 178,888

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
January 28, 2023 Filed Jan 31, 2023 22:47 UTC Exercise / conversionRestricted Stock Units · Derivative 7,640 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000030 · wf-form4_167520524842937.xml · derivative · entry 2

Chapman-Hughes Susan · CIK 0001608495 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,645

Underlying: Class A Common Stock · 7,640 shares

Expires 2028-01-28

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

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

F2 · derivative.exercise_date: The RSUs vest in three equal annual installments over three years following January 28, 2021.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 22:47 UTC Exercise / conversionClass A Common Stock 7,640 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000030 · wf-form4_167520524842937.xml · nonDerivative · entry 1

Chapman-Hughes Susan · CIK 0001608495 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,285

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
January 23, 2023 Filed Jan 25, 2023 22:02 UTC
Fredette StephenDirector · Co-President
SaleClass A Common Stock 136,364 $22.14 $3,018,417.14
Disclosure

SEC source: 0001650164-23-000026 · wf-form4_167468412154913.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,655,391

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 $22.00 to $22.36, 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
January 19, 2023 Filed Jan 23, 2023 22:05 UTC
Comparato Christopher PDirector · Chief Executive Officer
SaleClass A Common Stock 1,492 $19.95 $29,771.37
Disclosure

SEC source: 0001650164-23-000024 · wf-form4_167451153697107.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By the Comparato Family Holdings Trust dated July 27, 2018

Disclosed balance after: 515,788

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 17, 2022.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.95 to $19.96, 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
January 19, 2023 Filed Jan 23, 2023 22:05 UTC
Comparato Christopher PDirector · Chief Executive Officer
SaleClass A Common Stock 127,455 $19.42 $2,474,666.28
Disclosure

SEC source: 0001650164-23-000024 · wf-form4_167451153697107.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By the Comparato Family Holdings Trust dated July 27, 2018

Disclosed balance after: 517,280

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 $18.95 to $19.94, 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
January 19, 2023 Filed Jan 23, 2023 22:05 UTC
Comparato Christopher PDirector · Chief Executive Officer
SaleClass A Common Stock 33,333 $19.43 $647,493.53
Disclosure

SEC source: 0001650164-23-000024 · wf-form4_167451153697107.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 171,063

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 $19.00 to $19.97, 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
January 17, 2023 Filed Jan 19, 2023 22:06 UTC
Matlock James MichaelPrincipal Accounting Officer
SaleClass A Common Stock 453 $20.25 $9,170.99
Disclosure

SEC source: 0001650164-23-000022 · wf-form4_167416596294086.xml · nonDerivative · entry 1

Matlock James Michael · CIK 0001887681 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,219

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 $19.92 to $20.64, 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.

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January 04, 2023 Filed Jan 5, 2023 22:34 UTC
Narang AmanDirector · COO & Co-President
SaleClass A Common Stock 541 $18.05 $9,762.35
Disclosure

SEC source: 0001650164-23-000020 · wf-form4_167295806977273.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,962,788

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.

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January 04, 2023 Filed Jan 5, 2023 22:22 UTC
Elworthy Brian RGeneral Counsel
SaleClass A Common Stock 433 $18.05 $7,813.49
Disclosure

SEC source: 0001650164-23-000012 · wf-form4_167295735530667.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 366,751

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.

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January 04, 2023 Filed Jan 5, 2023 22:32 UTC
Fredette StephenDirector · Co-President
SaleClass A Common Stock 541 $18.05 $9,762.35
Disclosure

SEC source: 0001650164-23-000018 · wf-form4_167295792843836.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,791,755

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.

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January 04, 2023 Filed Jan 5, 2023 22:30 UTC
Gomez ElenaChief Financial Officer
SaleClass A Common Stock 8,626 $18.05 $155,656.17
Disclosure

SEC source: 0001650164-23-000016 · wf-form4_167295781123847.xml · nonDerivative · entry 1

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,843

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.

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January 04, 2023 Filed Jan 5, 2023 22:25 UTC
Comparato Christopher PDirector · Chief Executive Officer
SaleClass A Common Stock 1,082 $18.05 $19,524.69
Disclosure

SEC source: 0001650164-23-000014 · wf-form4_167295750992773.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204,396

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.

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January 01, 2023 Filed Jan 4, 2023 22:15 UTC
Narang AmanDirector · COO & Co-President
Exercise / conversionRestricted Stock Units · Derivative 1,560 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000010 · wf-form4_167287051140737.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,065

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: 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.

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January 01, 2023 Filed Jan 4, 2023 22:15 UTC
Narang AmanDirector · COO & Co-President
Exercise / conversionClass A Common Stock 1,560 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000010 · wf-form4_167287051140737.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,963,329

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
January 01, 2023 Filed Jan 4, 2023 22:09 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000006 · wf-form4_167287012834186.xml · derivative · entry 3

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,500

Underlying: Class A Common Stock · 1,250 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 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.

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January 01, 2023 Filed Jan 4, 2023 22:09 UTC
Elworthy Brian RGeneral Counsel
Exercise / conversionClass A Common Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000006 · wf-form4_167287012834186.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 367,184

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
January 01, 2023 Filed Jan 4, 2023 22:12 UTC
Fredette StephenDirector · Co-President
Exercise / conversionRestricted Stock Units · Derivative 1,560 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000008 · wf-form4_167287030490646.xml · derivative · entry 5

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,065

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

F2 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years.

F2 · derivative.expiration_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years.

Read SEC document
January 01, 2023 Filed Jan 4, 2023 22:12 UTC
Fredette StephenDirector · Co-President
Exercise / conversionClass A Common Stock 1,560 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000008 · wf-form4_167287030490646.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,792,296

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
January 01, 2023 Filed Jan 4, 2023 22:06 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 23,435 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000004 · wf-form4_167286996850243.xml · derivative · entry 2

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 210,940

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: 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.

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January 01, 2023 Filed Jan 4, 2023 22:06 UTC
Gomez ElenaChief Financial Officer
Exercise / conversionClass A Common Stock 23,435 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000004 · wf-form4_167286996850243.xml · nonDerivative · entry 1

Gomez Elena · CIK 0001674159 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110,469

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
January 01, 2023 Filed Jan 4, 2023 22:04 UTC
Comparato Christopher PDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 3,125 $0.00 $0.00
Disclosure

SEC source: 0001650164-23-000002 · wf-form4_167286982514851.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,125

Underlying: Class A Common Stock · 3,125 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 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.

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January 01, 2023 Filed Jan 4, 2023 22:04 UTC
Comparato Christopher PDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 3,125 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-23-000002 · wf-form4_167286982514851.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 205,478

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
December 30, 2022 Filed Dec 30, 2022 22:30 UTC
Narang AmanDirector · COO & Co-President
SaleClass A Common Stock 42,475 $18.05 $766,673.75
Disclosure

SEC source: 0001650164-22-000156 · wf-form4_167243938691822.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By the Narang Family Irrevocable Trust FBO Lia Narang

Disclosed balance after: 0

F4 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted on November 14, 2022.

F9 · 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 $18.13, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote.

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December 30, 2022 Filed Dec 30, 2022 22:30 UTC
Narang AmanDirector · COO & Co-President
SaleClass A Common Stock 42,367 $18.05 $764,724.35
Disclosure

SEC source: 0001650164-22-000156 · wf-form4_167243938691822.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By the Narang Family Irrevocable Trust FBO Noah Narang

Disclosed balance after: 0

F4 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted on November 14, 2022.

F8 · 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 $18.12, 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.

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December 30, 2022 Filed Dec 30, 2022 22:30 UTC
Narang AmanDirector · COO & Co-President
SaleClass A Common Stock 7,800 $17.86 $139,308.00
Disclosure

SEC source: 0001650164-22-000156 · wf-form4_167243938691822.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Indirect · The Narang Family Trust

Disclosed balance after: 9,109

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 15, 2022.

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.63 to $18.11, 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.

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