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Toast, Inc.

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3272
SEC CIK
0001650164
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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

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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
September 24, 2021 Filed Sep 28, 2021 01:26 UTC
BELL PAUL DDirector
PurchaseClass A Common Stock 1,667 $40.00 $66,680.00
Disclosure

SEC source: 0000899243-21-037906 · doc4.xml · nonDerivative · entry 1

BELL PAUL D · CIK 0001077816 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,667

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:27 UTC OtherRestricted Stock Units · Derivative 22,930 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037908 · doc4.xml · derivative · entry 3

PATRICK DEVAL L · CIK 0001053466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,930

Underlying: Class B Common Stock · 22,930 shares

Expires 2028-02-22

F3 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F4 · derivative.exercise_date: The RSUs shall vest shall vest in three equal annual installments over three years following February 22, 2021.

F2 · derivative.underlying: 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:27 UTC OtherRestricted Stock Units · Derivative 22,930 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037908 · doc4.xml · derivative · entry 2

PATRICK DEVAL L · CIK 0001053466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,930 shares

Expires 2028-02-22

F3 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F4 · derivative.exercise_date: The RSUs shall vest shall vest in three equal annual installments over three years following February 22, 2021.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:27 UTC PurchaseClass A Common Stock 1,667 $40.00 $66,680.00
Disclosure

SEC source: 0000899243-21-037908 · doc4.xml · nonDerivative · entry 1

PATRICK DEVAL L · CIK 0001053466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,667

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherRestricted Stock Units · Derivative 25,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 20

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Class B Common Stock · 25,000 shares

Expires 2028-03-22

F11 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F12 · 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.underlying: 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherRestricted Stock Units · Derivative 25,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 19

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 25,000 shares

Expires 2028-03-22

F11 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F12 · 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherStock Option (Right to Buy) · Derivative 75,000 $0.00 Strike: $15.27 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 18

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,000

Underlying: Class B Common Stock · 75,000 shares

Expires 2031-03-22

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F10 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following March 22, 2021.

F2 · derivative.underlying: 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherStock Option (Right to Buy) · Derivative 75,000 $0.00 Strike: $15.27 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 17

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 75,000 shares

Expires 2031-03-22

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F10 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following March 22, 2021.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherStock Option (Right to Buy) · Derivative 1,425,000 $0.00 Strike: $1.52 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 16

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,425,000

Underlying: Class B Common Stock · 1,425,000 shares

Expires 2029-02-08

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F9 · derivative.exercise_date: The shares subject to this option are fully vested and exercisable as of the date hereof.

F2 · derivative.underlying: 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherStock Option (Right to Buy) · Derivative 1,425,000 $0.00 Strike: $1.52 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 15

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,425,000 shares

Expires 2029-02-08

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F9 · derivative.exercise_date: The shares subject to this option are fully vested and exercisable as of the date hereof.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherStock Option (Right to Buy) · Derivative 1,662,500 $0.00 Strike: $1.52 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 14

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,662,500

Underlying: Class B Common Stock · 1,662,500 shares

Expires 2029-02-08

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F8 · derivative.exercise_date: The option was originally granted for 3,325,000 shares, of which 1,662,500 shares were early exercised. The shares subject to this option vest as follows: 207,810 shares vest on October 1, 2021, 207,815 shares vest on January 1, 2022, 207,810 shares vest on April 1, 2022, 207,815 shares vest on July 1, 2022, 207,810 shares vest on October 1, 2022, 207,815 shares vest on January 1, 2023, 207,810 shares vest on April 1, 2023, and 207,815 shares vest on July 1, 2023.

F2 · derivative.underlying: 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherStock Option (Right to Buy) · Derivative 1,662,500 $0.00 Strike: $1.52 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 13

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,662,500 shares

Expires 2029-02-08

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F8 · derivative.exercise_date: The option was originally granted for 3,325,000 shares, of which 1,662,500 shares were early exercised. The shares subject to this option vest as follows: 207,810 shares vest on October 1, 2021, 207,815 shares vest on January 1, 2022, 207,810 shares vest on April 1, 2022, 207,815 shares vest on July 1, 2022, 207,810 shares vest on October 1, 2022, 207,815 shares vest on January 1, 2023, 207,810 shares vest on April 1, 2023, and 207,815 shares vest on July 1, 2023.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherClass B Common Stock · Derivative 17,735 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 12

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 17,735

Underlying: Class A Common Stock · 17,735 shares

Expires not disclosed

F2 · 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.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F2 · 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.

F7 · ownership.nature: Shares held by the Narang Family Irrevocable Trust FBO Vijay and Madhu Narang.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherClass B Common Stock · Derivative 65,665 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 11

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 65,665

Underlying: Class A Common Stock · 65,665 shares

Expires not disclosed

F2 · 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.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F2 · 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.

F6 · ownership.nature: Shares held by the Narang Family Irrevocable Trust FBO Noah Narang.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherClass B Common Stock · Derivative 65,665 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 10

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 65,665

Underlying: Class A Common Stock · 65,665 shares

Expires not disclosed

F2 · 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.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F2 · 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.

F5 · ownership.nature: Shares held by the Narang Family Irrevocable Trust FBO Lia Narang.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherClass B Common Stock · Derivative 93,675 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 9

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 93,675

Underlying: Class A Common Stock · 93,675 shares

Expires not disclosed

F2 · 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.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F2 · 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.

F4 · ownership.nature: Shares held by the Narang Family Irrevocable Trust FBO Varun Narang.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherClass B Common Stock · Derivative 200,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 8

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 200,000

Underlying: Class A Common Stock · 200,000 shares

Expires not disclosed

F2 · 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.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F2 · 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.

F3 · ownership.nature: Shares held by the Narang Family Irrevocable Trust FBO Fitzgerald Family.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherClass B Common Stock · Derivative 23,772,840 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · derivative · entry 7

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,772,840

Underlying: Class A Common Stock · 23,772,840 shares

Expires not disclosed

F2 · 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.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F2 · 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherCommon Stock 17,735 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · nonDerivative · entry 6

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F7 · ownership.nature: Shares held by the Narang Family Irrevocable Trust FBO Vijay and Madhu Narang.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherCommon Stock 65,665 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · nonDerivative · entry 5

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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 · ownership.nature: Shares held by the Narang Family Irrevocable Trust FBO Noah Narang.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherCommon Stock 65,665 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · nonDerivative · entry 4

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F5 · ownership.nature: Shares held by the Narang Family Irrevocable Trust FBO Lia Narang.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherCommon Stock 93,675 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · nonDerivative · entry 3

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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 · ownership.nature: Shares held by the Narang Family Irrevocable Trust FBO Varun Narang.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherCommon Stock 200,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · nonDerivative · entry 2

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F3 · ownership.nature: Shares held by the Narang Family Irrevocable Trust FBO Fitzgerald Family.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Narang AmanDirector · See Remarks
OtherCommon Stock 23,772,840 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-037916 · doc4.xml · nonDerivative · entry 1

Narang Aman · CIK 0001869139 · Director · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:31 UTC
Elworthy Brian RGeneral Counsel
OtherRestricted Stock Units · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 12

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class B Common Stock · 20,000 shares

Expires 2028-06-02

F7 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F8 · derivative.exercise_date: The RSUs shall vest as follows: 25% on July 1, 2022, with the remainder vesting in equal quarterly installments over the following three years.

F2 · derivative.underlying: 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:31 UTC
Elworthy Brian RGeneral Counsel
OtherRestricted Stock Units · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 11

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,000 shares

Expires 2028-06-02

F7 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F8 · derivative.exercise_date: The RSUs shall vest as follows: 25% on July 1, 2022, with the remainder vesting in equal quarterly installments over the following three years.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:31 UTC
Elworthy Brian RGeneral Counsel
OtherStock Option (Right to Buy) · Derivative 60,000 $0.00 Strike: $20.95 $0.00
Disclosure

SEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 10

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,000

Underlying: Class B Common Stock · 60,000 shares

Expires 2031-06-02

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F6 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following June 2, 2021.

F2 · derivative.underlying: 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:31 UTC
Elworthy Brian RGeneral Counsel
OtherStock Option (Right to Buy) · Derivative 60,000 $0.00 Strike: $20.95 $0.00
Disclosure

SEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 9

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 60,000 shares

Expires 2031-06-02

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F6 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following June 2, 2021.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:31 UTC
Elworthy Brian RGeneral Counsel
OtherStock Option (Right to Buy) · Derivative 450,000 $0.00 Strike: $2.21 $0.00
Disclosure

SEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 8

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 450,000

Underlying: Class B Common Stock · 450,000 shares

Expires 2030-04-21

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F5 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following April 21, 2020.

F2 · derivative.underlying: 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:31 UTC
Elworthy Brian RGeneral Counsel
OtherStock Option (Right to Buy) · Derivative 450,000 $0.00 Strike: $2.21 $0.00
Disclosure

SEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 7

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 450,000 shares

Expires 2030-04-21

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F5 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following April 21, 2020.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:31 UTC
Elworthy Brian RGeneral Counsel
OtherStock Option (Right to Buy) · Derivative 375,000 $0.00 Strike: $1.52 $0.00
Disclosure

SEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 6

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 375,000

Underlying: Class B Common Stock · 375,000 shares

Expires 2029-02-08

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F4 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following July 1, 2018.

F2 · derivative.underlying: 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:31 UTC
Elworthy Brian RGeneral Counsel
OtherStock Option (Right to Buy) · Derivative 375,000 $0.00 Strike: $1.52 $0.00
Disclosure

SEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 5

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 375,000 shares

Expires 2029-02-08

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F4 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following July 1, 2018.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:31 UTC
Elworthy Brian RGeneral Counsel
OtherClass B Common Stock · Derivative 109,175 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 109,175

Underlying: Class A Common Stock · 109,175 shares

Expires not disclosed

F2 · 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.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F2 · 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.

F3 · ownership.nature: Shares held by the Brian R. Elworthy Grantor Retained Annuity Trust of 2019.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:31 UTC
Elworthy Brian RGeneral Counsel
OtherClass B Common Stock · Derivative 428,930 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 3

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 428,930

Underlying: Class A Common Stock · 428,930 shares

Expires not disclosed

F2 · 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.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F2 · 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:31 UTC
Elworthy Brian RGeneral Counsel
OtherCommon Stock 109,175 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-037915 · doc4.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F3 · ownership.nature: Shares held by the Brian R. Elworthy Grantor Retained Annuity Trust of 2019.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:31 UTC
Elworthy Brian RGeneral Counsel
OtherCommon Stock 428,930 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-037915 · doc4.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Fredette StephenDirector · Co-President
OtherRestricted Stock Units · Derivative 25,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 12

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Class B Common Stock · 25,000 shares

Expires 2028-03-22

F7 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F8 · 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.underlying: 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Fredette StephenDirector · Co-President
OtherRestricted Stock Units · Derivative 25,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 11

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 25,000 shares

Expires 2028-03-22

F7 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F8 · 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Fredette StephenDirector · Co-President
OtherStock Option (Right to Buy) · Derivative 75,000 $0.00 Strike: $15.27 $0.00
Disclosure

SEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 10

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,000

Underlying: Class B Common Stock · 75,000 shares

Expires 2031-03-22

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F6 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following March 22, 2021.

F2 · derivative.underlying: 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Fredette StephenDirector · Co-President
OtherStock Option (Right to Buy) · Derivative 75,000 $0.00 Strike: $15.27 $0.00
Disclosure

SEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 9

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 75,000 shares

Expires 2031-03-22

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F6 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following March 22, 2021.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Fredette StephenDirector · Co-President
OtherClass B Common Stock · Derivative 750,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 8

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 750,000

Underlying: Class A Common Stock · 750,000 shares

Expires not disclosed

F2 · 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.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F2 · 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.

F5 · ownership.nature: Shares held by the Fredette Family Nominee Trust.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Fredette StephenDirector · Co-President
OtherClass B Common Stock · Derivative 2,000,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 7

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 2,000,000

Underlying: Class A Common Stock · 2,000,000 shares

Expires not disclosed

F2 · 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.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F2 · 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.

F4 · ownership.nature: Shares held by the SHFA Family Trust.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Fredette StephenDirector · Co-President
OtherClass B Common Stock · Derivative 6,833,335 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 6

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 6,833,335

Underlying: Class A Common Stock · 6,833,335 shares

Expires not disclosed

F2 · 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.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F2 · 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.

F3 · ownership.nature: Shares held by the SHFA 2021 Nominee Trust.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Fredette StephenDirector · Co-President
OtherClass B Common Stock · Derivative 23,653,040 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 5

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,653,040

Underlying: Class A Common Stock · 23,653,040 shares

Expires not disclosed

F2 · 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.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F2 · 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Fredette StephenDirector · Co-President
OtherCommon Stock 750,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-037918 · doc4.xml · nonDerivative · entry 4

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F5 · ownership.nature: Shares held by the Fredette Family Nominee Trust.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Fredette StephenDirector · Co-President
OtherCommon Stock 2,000,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-037918 · doc4.xml · nonDerivative · entry 3

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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 · ownership.nature: Shares held by the SHFA Family Trust.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Fredette StephenDirector · Co-President
OtherCommon Stock 6,833,335 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-037918 · doc4.xml · nonDerivative · entry 2

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

F3 · ownership.nature: Shares held by the SHFA 2021 Nominee Trust.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:32 UTC
Fredette StephenDirector · Co-President
OtherCommon Stock 23,653,040 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-037918 · doc4.xml · nonDerivative · entry 1

Fredette Stephen · CIK 0001869038 · Director · Co-President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F2 · 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.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:35 UTC OtherClass B Common Stock · Derivative 0 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037923 · doc4.xml · derivative · entry 8

Bennett Richard Kent · CIK 0001860725 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Class A Common Stock · 0 shares

Expires not disclosed

F6 · 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.

F5 · kind: Immediately prior to the completion of the Issuer's initial public offering and following the conversion of each series of the Issuer's Preferred Stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.

F12 · shares: As of the date hereof, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional own 30,649,360 shares of Class B Common Stock, 24,554,820 shares of Class B Common Stock, 3,798,490 shares of Class B Common Stock, and 601,985 shares of Class B Common Stock, respectively.

F6 · 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.

F6 · 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.

F12 · derivative.underlying_shares: As of the date hereof, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional own 30,649,360 shares of Class B Common Stock, 24,554,820 shares of Class B Common Stock, 3,798,490 shares of Class B Common Stock, and 601,985 shares of Class B Common Stock, respectively.

F4 · ownership.nature: The Reporting Person is a partner at Bessemer Venture Partners and has an indirect, passive economic interest in the shares held by the Bessemer IX Funds and the 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. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities.

F12 · ownership.nature: As of the date hereof, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional own 30,649,360 shares of Class B Common Stock, 24,554,820 shares of Class B Common Stock, 3,798,490 shares of Class B Common Stock, and 601,985 shares of Class B Common Stock, respectively.

Read SEC document
September 24, 2021 Filed Sep 28, 2021 01:35 UTC ConversionSeries F Preferred Stock · Derivative 0 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-037923 · doc4.xml · derivative · entry 7

Bennett Richard Kent · CIK 0001860725 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: 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: Immediately prior to the completion of the Issuer's initial public offering, each share of Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock (together, the "Preferred Stock") automatically converted into one share of the Issuer's Common Stock. The Preferred Stock had no expiration date.

F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock (together, the "Preferred Stock") automatically converted into one share of the Issuer's Common Stock. The Preferred Stock had no expiration date.

F11 · shares: Prior to the conversion, Bessemer IX, Bessemer Insitutional, Bessemer Century and Bessemer Century Institutional owned 1,832,360 shares of Series F Preferred Stock, 1,468,000 shares of Series F Preferred Stock, 3,798,490 shares of Series F Preferred Stock and 601,985 shares of Series F Preferred Stock, respectively. As of the date hereof, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional each own 0 shares of Series F Preferred Stock.

F1 · derivative.exercise_date: Immediately prior to the completion of the Issuer's initial public offering, each share of Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock (together, the "Preferred Stock") automatically converted into one share of the Issuer's Common Stock. The Preferred Stock had no expiration date.

F1 · derivative.expiration_date: Immediately prior to the completion of the Issuer's initial public offering, each share of Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock (together, the "Preferred Stock") automatically converted into one share of the Issuer's Common Stock. The Preferred Stock had no expiration date.

F11 · derivative.underlying_shares: Prior to the conversion, Bessemer IX, Bessemer Insitutional, Bessemer Century and Bessemer Century Institutional owned 1,832,360 shares of Series F Preferred Stock, 1,468,000 shares of Series F Preferred Stock, 3,798,490 shares of Series F Preferred Stock and 601,985 shares of Series F Preferred Stock, respectively. As of the date hereof, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional each own 0 shares of Series F Preferred Stock.

F4 · ownership.nature: The Reporting Person is a partner at Bessemer Venture Partners and has an indirect, passive economic interest in the shares held by the Bessemer IX Funds and the 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. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities.

F11 · ownership.nature: Prior to the conversion, Bessemer IX, Bessemer Insitutional, Bessemer Century and Bessemer Century Institutional owned 1,832,360 shares of Series F Preferred Stock, 1,468,000 shares of Series F Preferred Stock, 3,798,490 shares of Series F Preferred Stock and 601,985 shares of Series F Preferred Stock, respectively. As of the date hereof, Bessemer IX, Bessemer Institutional, Bessemer Century and Bessemer Century Institutional each own 0 shares of Series F Preferred Stock.

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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.