Last 12 months
Inside the activity.
0 purchase rows · 57 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 5 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 6 |
| Feb 2026 | 0 | 5 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 5 |
| May 2026 | 0 | 2 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 8 |
| Aug 2026 | 0 | 16 |
| Sep 2026 | 0 | 2 |
| Oct 2026 | 0 | 7 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 02, 2025 Filed Jul 7, 2025 20:36 UTC |
Gomez ElenaPresident, CFO
|
SaleClass A Common Stock | 9,170 | $42.59 | $390,568.64 |
DisclosureSEC source: 0001650164-25-000262 · wk-form4_1751920589.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · President, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 139,357 F4 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| July 02, 2025 Filed Jul 7, 2025 20:36 UTC |
Gomez ElenaPresident, CFO
|
SaleClass A Common Stock | 3,393 | $43.10 | $146,228.12 |
DisclosureSEC source: 0001650164-25-000262 · wk-form4_1751920589.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · President, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 148,527 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 6, 2024. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.947 to $43.280, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote. Read SEC document |
| July 02, 2025 Filed Jul 7, 2025 20:36 UTC |
Gomez ElenaPresident, CFO
|
SaleClass A Common Stock | 21,607 | $42.47 | $917,627.68 |
DisclosureSEC source: 0001650164-25-000262 · wk-form4_1751920589.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · President, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 151,920 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 6, 2024. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.945 to $42.936, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this price range set forth in this footnote. Read SEC document |
| July 02, 2025 Filed Jul 7, 2025 20:33 UTC |
Vassil JonathanChief Revenue Officer
|
SaleClass A Common Stock | 6,592 | $42.59 | $280,766.46 |
DisclosureSEC source: 0001650164-25-000260 · wk-form4_1751920396.xml · nonDerivative · entry 1 Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,791 F1 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:28 UTC |
Narang AmanDirector · CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 8,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000248 · wk-form4_1751488073.xml · derivative · entry 6 Narang Aman · CIK 0001869139 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,615 Underlying: Class A Common Stock · 8,574 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. F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025. F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:28 UTC |
Narang AmanDirector · CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 12,597 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000248 · wk-form4_1751488073.xml · derivative · entry 5 Narang Aman · CIK 0001869139 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,571 Underlying: Class A Common Stock · 12,597 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:28 UTC |
Narang AmanDirector · CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 6,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000248 · wk-form4_1751488073.xml · derivative · entry 4 Narang Aman · CIK 0001869139 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,314 Underlying: Class A Common Stock · 6,330 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. F2 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:28 UTC |
Narang AmanDirector · CEO
|
Exercise / conversionClass A Common Stock | 8,574 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000248 · wk-form4_1751488073.xml · nonDerivative · entry 3 Narang Aman · CIK 0001869139 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,327 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:28 UTC |
Narang AmanDirector · CEO
|
Exercise / conversionClass A Common Stock | 12,597 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000248 · wk-form4_1751488073.xml · nonDerivative · entry 2 Narang Aman · CIK 0001869139 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,753 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:28 UTC |
Narang AmanDirector · CEO
|
Exercise / conversionClass A Common Stock | 6,330 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000248 · wk-form4_1751488073.xml · nonDerivative · entry 1 Narang Aman · CIK 0001869139 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,156 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:31 UTC |
Elworthy Brian RGeneral Counsel
|
Exercise / conversionRestricted Stock Units · Derivative | 2,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · derivative · entry 9 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,584 Underlying: Class A Common Stock · 2,572 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. F5 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025. F5 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:31 UTC |
Elworthy Brian RGeneral Counsel
|
Exercise / conversionRestricted Stock Units · Derivative | 3,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · derivative · entry 8 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,881 Underlying: Class A Common Stock · 3,989 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. F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024. F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:31 UTC |
Elworthy Brian RGeneral Counsel
|
Exercise / conversionRestricted Stock Units · Derivative | 3,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · derivative · entry 7 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,373 Underlying: Class A Common Stock · 3,481 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:31 UTC |
Elworthy Brian RGeneral Counsel
|
Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · derivative · entry 6 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,250 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest as follows: 25% on July 1, 2022, with remainder vesting in equal quarterly installments over the following three years. F2 · derivative.expiration_date: The RSUs shall vest as follows: 25% on July 1, 2022, with remainder vesting in equal quarterly installments over the following three years. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:31 UTC |
Elworthy Brian RGeneral Counsel
|
Exercise / conversionClass A Common Stock | 2,572 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · nonDerivative · entry 4 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,448 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:31 UTC |
Elworthy Brian RGeneral Counsel
|
Exercise / conversionClass A Common Stock | 3,989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · nonDerivative · entry 3 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,876 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:31 UTC |
Elworthy Brian RGeneral Counsel
|
Exercise / conversionClass A Common Stock | 3,481 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,887 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:31 UTC |
Elworthy Brian RGeneral Counsel
|
Exercise / conversionClass A Common Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,406 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:30 UTC |
Fredette StephenDirector · President
|
Exercise / conversionRestricted Stock Units · Derivative | 3,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000252 · wk-form4_1751488200.xml · derivative · entry 9 Fredette Stephen · CIK 0001869038 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,877 Underlying: Class A Common Stock · 3,858 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. F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025. F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:30 UTC |
Fredette StephenDirector · President
|
Exercise / conversionRestricted Stock Units · Derivative | 5,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000252 · wk-form4_1751488200.xml · derivative · entry 8 Fredette Stephen · CIK 0001869038 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,165 Underlying: Class A Common Stock · 5,651 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:30 UTC |
Fredette StephenDirector · President
|
Exercise / conversionRestricted Stock Units · Derivative | 5,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000252 · wk-form4_1751488200.xml · derivative · entry 7 Fredette Stephen · CIK 0001869038 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,883 Underlying: Class A Common Stock · 5,697 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. F2 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:30 UTC |
Fredette StephenDirector · President
|
Exercise / conversionClass A Common Stock | 3,858 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000252 · wk-form4_1751488200.xml · nonDerivative · entry 3 Fredette Stephen · CIK 0001869038 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 896,664 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:30 UTC |
Fredette StephenDirector · President
|
Exercise / conversionClass A Common Stock | 5,651 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000252 · wk-form4_1751488200.xml · nonDerivative · entry 2 Fredette Stephen · CIK 0001869038 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 892,806 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:30 UTC |
Fredette StephenDirector · President
|
Exercise / conversionClass A Common Stock | 5,697 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000252 · wk-form4_1751488200.xml · nonDerivative · entry 1 Fredette Stephen · CIK 0001869038 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 887,155 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:29 UTC |
Gomez ElenaPresident, CFO
|
Exercise / conversionRestricted Stock Units · Derivative | 4,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000250 · wk-form4_1751488146.xml · derivative · entry 6 Gomez Elena · CIK 0001674159 · President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,739 Underlying: Class A Common Stock · 4,715 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. F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025. F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:29 UTC |
Gomez ElenaPresident, CFO
|
Exercise / conversionRestricted Stock Units · Derivative | 6,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000250 · wk-form4_1751488146.xml · derivative · entry 5 Gomez Elena · CIK 0001674159 · President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,478 Underlying: Class A Common Stock · 6,316 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:29 UTC |
Gomez ElenaPresident, CFO
|
Exercise / conversionRestricted Stock Units · Derivative | 6,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000250 · wk-form4_1751488146.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,314 Underlying: Class A Common Stock · 6,330 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. F2 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:29 UTC |
Gomez ElenaPresident, CFO
|
Exercise / conversionClass A Common Stock | 4,715 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000250 · wk-form4_1751488146.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,527 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:29 UTC |
Gomez ElenaPresident, CFO
|
Exercise / conversionClass A Common Stock | 6,316 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000250 · wk-form4_1751488146.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,812 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:29 UTC |
Gomez ElenaPresident, CFO
|
Exercise / conversionClass A Common Stock | 6,330 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000250 · wk-form4_1751488146.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,496 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:27 UTC |
Vassil JonathanChief Revenue Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000246 · wk-form4_1751488021.xml · derivative · entry 6 Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,446 Underlying: Class A Common Stock · 3,429 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. F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025. F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:27 UTC |
Vassil JonathanChief Revenue Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 4,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000246 · wk-form4_1751488021.xml · derivative · entry 5 Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,851 Underlying: Class A Common Stock · 4,987 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:27 UTC |
Vassil JonathanChief Revenue Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 4,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000246 · wk-form4_1751488021.xml · derivative · entry 4 Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,236 Underlying: Class A Common Stock · 4,747 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. F2 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:27 UTC |
Vassil JonathanChief Revenue Officer
|
Exercise / conversionClass A Common Stock | 3,429 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000246 · wk-form4_1751488021.xml · nonDerivative · entry 3 Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,383 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:27 UTC |
Vassil JonathanChief Revenue Officer
|
Exercise / conversionClass A Common Stock | 4,987 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000246 · wk-form4_1751488021.xml · nonDerivative · entry 2 Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,954 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:27 UTC |
Vassil JonathanChief Revenue Officer
|
Exercise / conversionClass A Common Stock | 4,747 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-25-000246 · wk-form4_1751488021.xml · nonDerivative · entry 1 Vassil Jonathan · CIK 0002004790 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,967 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 |
| June 13, 2025 Filed Jun 17, 2025 20:34 UTC |
BELL PAUL DDirector
|
GrantRestricted Stock Units · Derivative | 5,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000235 · wk-form4_1750192460.xml · derivative · entry 1 BELL PAUL D · CIK 0001077816 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,256 Underlying: Class A Common Stock · 5,256 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 13, 2026 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:33 UTC |
PATRICK DEVAL LDirector
|
GrantRestricted Stock Units · Derivative | 5,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000232 · wk-form4_1750192377.xml · derivative · entry 1 PATRICK DEVAL L · CIK 0001053466 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,256 Underlying: Class A Common Stock · 5,256 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 13, 2026 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 22:34 UTC |
Bennett Richard KentDirector
|
GrantRestricted Stock Units | 5,256 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-087574 · ownership.xml · nonDerivative · entry 1 Bennett Richard Kent · CIK 0001860725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 5,256 F1 · shares: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. The RSUs shall vest in full on the earlier of 1) June 13, 2026 and 2) the next annual meeting of the Issuer's stockholders following the grant date and have no expiration date. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. The RSUs shall vest in full on the earlier of 1) June 13, 2026 and 2) the next annual meeting of the Issuer's stockholders following the grant date and have no expiration date. F1 · balance_after: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. The RSUs shall vest in full on the earlier of 1) June 13, 2026 and 2) the next annual meeting of the Issuer's stockholders following the grant date and have no expiration date. F2 · ownership.nature: The Reporting Person has agreed to assign to Deer Management Co. LLC ("DMC"). the right to any shares issuable pursuant to this grant or any proceeds from the sale thereof. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:36 UTC |
Hawkins Mark JDirector
|
GrantRestricted Stock Units · Derivative | 5,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000239 · wk-form4_1750192587.xml · derivative · entry 1 Hawkins Mark J · CIK 0001430437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,256 Underlying: Class A Common Stock · 5,256 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 13, 2026 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:35 UTC |
Koplow Hilarie A.Director
|
GrantRestricted Stock Units · Derivative | 5,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000237 · wk-form4_1750192509.xml · derivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,256 Underlying: Class A Common Stock · 5,256 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 13, 2026 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:33 UTC |
Chapman-Hughes SusanDirector
|
GrantRestricted Stock Units · Derivative | 5,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000234 · wk-form4_1750192425.xml · derivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,256 Underlying: Class A Common Stock · 5,256 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 13, 2026 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 10, 2025 Filed Jun 10, 2025 21:45 UTC |
Bennett Richard KentDirector
|
SaleClass A Common Stock | 9,712 | $43.14 | $418,975.68 |
DisclosureSEC source: 0000950170-25-084506 · ownership.xml · nonDerivative · entry 2 Bennett Richard Kent · CIK 0001860725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 534,167 F3 · shares: Includes 9,712 Class A Common Stock received by the Reporting Person related to equity grants issued by the Company. The Reporting Person has agreed to assign to Deer Management Co. LLC ("DMC"). the right to any shares issuable pursuant to this grant or any proceeds from the sale thereof. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:48 UTC |
BELL PAUL DDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 9,712 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000217 · wk-form4_1749588517.xml · derivative · entry 2 BELL PAUL D · CIK 0001077816 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,712 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vested in full on June 6, 2025. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:48 UTC |
BELL PAUL DDirector
|
Exercise / conversionClass A Common Stock | 9,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000217 · wk-form4_1749588517.xml · nonDerivative · entry 1 BELL PAUL D · CIK 0001077816 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,392 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 |
| June 06, 2025 Filed Jun 10, 2025 20:49 UTC |
PATRICK DEVAL LDirector
|
Exercise / conversionDeferred Stock Units · Derivative | 9,712 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000219 · wk-form4_1749588576.xml · derivative · entry 2 PATRICK DEVAL L · CIK 0001053466 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,712 Underlying: Class A Common Stock · 9,712 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. F4 · derivative.exercise_price: Represents Deferred Stock Units ("DSUs") under the Toast, Inc. (the "Company") Deferred Compensation Program. Each DSU is the economic equivalent of one share of Company's Class A Common Stock. The DSUs become payable upon the Reporting Person's termination of service as a board member. F4 · derivative.exercise_date: Represents Deferred Stock Units ("DSUs") under the Toast, Inc. (the "Company") Deferred Compensation Program. Each DSU is the economic equivalent of one share of Company's Class A Common Stock. The DSUs become payable upon the Reporting Person's termination of service as a board member. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:49 UTC |
PATRICK DEVAL LDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 9,712 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000219 · wk-form4_1749588576.xml · derivative · entry 1 PATRICK DEVAL L · CIK 0001053466 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,712 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vested in full on June 6, 2025. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 21:45 UTC |
Bennett Richard KentDirector
|
SaleClass A Common Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084506 · ownership.xml · nonDerivative · entry 1 Bennett Richard Kent · CIK 0001860725 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 0 F1 · shares: On June 6, 2025, Bessemer Venture Partners IX L.P. ("BVP IX") and Bessemer Venture Partners IX Institutional L.P. (BVP IX Inst" and together with BVP IX, the "BVP IX Funds") sold 28,526 and 35,607 shares of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $43.77. These shares were sold in multiple transactions at prices ranging from $43.65 to $43.88. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F1 · price: On June 6, 2025, Bessemer Venture Partners IX L.P. ("BVP IX") and Bessemer Venture Partners IX Institutional L.P. (BVP IX Inst" and together with BVP IX, the "BVP IX Funds") sold 28,526 and 35,607 shares of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $43.77. These shares were sold in multiple transactions at prices ranging from $43.65 to $43.88. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F1 · balance_after: On June 6, 2025, Bessemer Venture Partners IX L.P. ("BVP IX") and Bessemer Venture Partners IX Institutional L.P. (BVP IX Inst" and together with BVP IX, the "BVP IX Funds") sold 28,526 and 35,607 shares of Class A Common Stock of Toast, Inc., respectively, at a weighted average price of $43.77. These shares were sold in multiple transactions at prices ranging from $43.65 to $43.88. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · 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 by virtue of his interest in (1) Deer IX & Co. L.P., the general partner of the Bessemer IX Funds and (2) certain other indirect limited partnership interests in certain of the BVP IX Funds. The Reporting Person disclaims beneficial ownership of the securities held by the Bessemer IX Funds, except to the extent of his pecuniary interest, if any, in such securities by virtue of his indirect interest in the Bessemer IX Fund. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:48 UTC |
Hawkins Mark JDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 9,712 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000216 · wk-form4_1749588487.xml · derivative · entry 2 Hawkins Mark J · CIK 0001430437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,712 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vested in full on June 6, 2025. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:48 UTC |
Hawkins Mark JDirector
|
Exercise / conversionClass A Common Stock | 9,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000216 · wk-form4_1749588487.xml · nonDerivative · entry 1 Hawkins Mark J · CIK 0001430437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,604 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.