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Nasdaq · USD

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Trade Desk, Inc.

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Tapewire entity
3752
SEC CIK
0001671933
Parsed reports
742

Last 12 months

Inside the activity.

4 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202642
Apr 202600
May 202601
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 28, 2024 Filed Aug 30, 2024 21:20 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 370 $0.00 Strike: $27.44 $0.00
Disclosure

SEC source: 0001671933-24-000101 · wk-form4_1725052851.xml · derivative · entry 9

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 370 shares

Expires 2024-12-09

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_date: The option was granted on December 9, 2019, with a Vesting Commencement Date ("VCD") of December 9, 2022. One twelfth (1/12th) of the shares subject to the option vest on each monthly anniversary of the VCD, subject to continued employment with the Issuer through the applicable vesting dates.

Read SEC document
August 28, 2024 Filed Aug 30, 2024 21:20 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 135,380 $0.00 $0.00
Disclosure

SEC source: 0001671933-24-000101 · wk-form4_1725052851.xml · nonDerivative · entry 7

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 516,212

F1 · kind: Represents a transfer of shares from the Reporting Person to a trust held by the Reporting Person.

F2 · ownership.nature: Represents securities held by the Jeff Green Trust (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust.

Read SEC document
August 28, 2024 Filed Aug 30, 2024 21:20 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 135,380 $0.00 $0.00
Disclosure

SEC source: 0001671933-24-000101 · wk-form4_1725052851.xml · nonDerivative · entry 6

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,501

F1 · kind: Represents a transfer of shares from the Reporting Person to a trust held by the Reporting Person.

Read SEC document
August 28, 2024 Filed Aug 30, 2024 21:20 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionClass A Common Stock 72,500 $61.46 $4,455,850.00
Disclosure

SEC source: 0001671933-24-000101 · wk-form4_1725052851.xml · nonDerivative · entry 5

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 281,881

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.

Read SEC document
August 28, 2024 Filed Aug 30, 2024 21:20 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionClass A Common Stock 53,450 $30.00 $1,603,553.45
Disclosure

SEC source: 0001671933-24-000101 · wk-form4_1725052851.xml · nonDerivative · entry 4

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,381

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.

Read SEC document
August 28, 2024 Filed Aug 30, 2024 21:20 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionClass A Common Stock 3,330 $33.00 $109,893.33
Disclosure

SEC source: 0001671933-24-000101 · wk-form4_1725052851.xml · nonDerivative · entry 3

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,931

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.

Read SEC document
August 28, 2024 Filed Aug 30, 2024 21:20 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionClass A Common Stock 5,730 $24.95 $142,957.77
Disclosure

SEC source: 0001671933-24-000101 · wk-form4_1725052851.xml · nonDerivative · entry 2

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,601

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.

Read SEC document
August 28, 2024 Filed Aug 30, 2024 21:20 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionClass A Common Stock 370 $27.44 $10,154.28
Disclosure

SEC source: 0001671933-24-000101 · wk-form4_1725052851.xml · nonDerivative · entry 1

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,871

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.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 00:25 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 57,589 $104.75 $6,032,447.75
Disclosure

SEC source: 0001671933-24-000100 · wk-form4_1724718311.xml · nonDerivative · entry 4

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 380,832

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 15, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.33 to $105.17, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F3 · ownership.nature: Represents securities held by the Jeff Green Trust (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 00:25 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 225,840 $104.06 $23,500,910.40
Disclosure

SEC source: 0001671933-24-000100 · wk-form4_1724718311.xml · nonDerivative · entry 3

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 438,421

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 15, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $103.33 to $104.32, 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 the ranges set forth in this footnote.

F3 · ownership.nature: Represents securities held by the Jeff Green Trust (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust.

Read SEC document
August 22, 2024 Filed Aug 27, 2024 00:25 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 50,723 $104.05 $5,277,728.15
Disclosure

SEC source: 0001671933-24-000100 · wk-form4_1724718311.xml · nonDerivative · entry 2

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 664,261

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 15, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $103.95 to $104.53, 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 the ranges set forth in this footnote.

F3 · ownership.nature: Represents securities held by the Jeff Green Trust (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust.

Read SEC document
August 22, 2024 Filed Aug 27, 2024 00:25 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 85,199 $103.53 $8,820,652.47
Disclosure

SEC source: 0001671933-24-000100 · wk-form4_1724718311.xml · nonDerivative · entry 1

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 714,984

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 15, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.95 to $103.94, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F3 · ownership.nature: Represents securities held by the Jeff Green Trust (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust.

Read SEC document
August 22, 2024 Filed Aug 26, 2024 20:07 UTC SaleClass A Common Stock 1,355 $104.69 $141,854.95
Disclosure

SEC source: 0001671933-24-000099 · wk-form4_1724702819.xml · nonDerivative · entry 1

Rajaram Gokul · CIK 0001589043 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 31,346

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 15, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:30 UTC GiftClass A Common Stock 6,500 $0.00 $0.00
Disclosure

SEC source: 0001671933-24-000098 · wk-form4_1724445050.xml · nonDerivative · entry 1

WELLS DAVID B · CIK 0001507645 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,985

F1 · kind: Bona fide gift not for value of Class A Common Stock to a charity.

Read SEC document
August 16, 2024 Filed Aug 19, 2024 22:30 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 4,872 $99.50 $484,764.00
Disclosure

SEC source: 0001671933-24-000094 · wk-form4_1724106650.xml · nonDerivative · entry 6

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,374

Read SEC document
August 16, 2024 Filed Aug 19, 2024 22:32 UTC
Schenkein LauraChief Financial Officer
SaleClass A Common Stock 3,130 $99.33 $310,902.90
Disclosure

SEC source: 0001671933-24-000095 · wk-form4_1724106728.xml · nonDerivative · entry 7

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 693,953

F7 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 15, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.99 to $99.81, 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 the ranges set forth in this footnote.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:30 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Tax withholdingClass A Common Stock 1,643 $100.50 $165,121.50
Disclosure

SEC source: 0001671933-24-000094 · wk-form4_1724106650.xml · nonDerivative · entry 5

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,246

F5 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Award granted April 23, 2024.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:30 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Tax withholdingClass A Common Stock 1,049 $100.50 $105,424.50
Disclosure

SEC source: 0001671933-24-000094 · wk-form4_1724106650.xml · nonDerivative · entry 4

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,889

F4 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Unit Award granted April 24, 2023.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:30 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Tax withholdingClass A Common Stock 300 $100.50 $30,150.00
Disclosure

SEC source: 0001671933-24-000094 · wk-form4_1724106650.xml · nonDerivative · entry 3

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,938

F3 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Unit Award granted April 26, 2022.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:30 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Tax withholdingClass A Common Stock 569 $100.50 $57,184.50
Disclosure

SEC source: 0001671933-24-000094 · wk-form4_1724106650.xml · nonDerivative · entry 2

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,238

F2 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Unit Award granted March 2, 2022

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:30 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Tax withholdingClass A Common Stock 232 $100.50 $23,316.00
Disclosure

SEC source: 0001671933-24-000094 · wk-form4_1724106650.xml · nonDerivative · entry 1

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,807

F1 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Unit Award granted March 17, 2021.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:34 UTC SaleClass A Common Stock 1,606 $100.07 $160,712.42
Disclosure

SEC source: 0001671933-24-000097 · wk-form4_1724106885.xml · nonDerivative · entry 1

Cunningham Andrea Lee · CIK 0001903152 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,516

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:33 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 2,076 $100.50 $208,638.00
Disclosure

SEC source: 0001671933-24-000096 · wk-form4_1724106805.xml · nonDerivative · entry 5

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,590

F5 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Award granted April 23, 2024.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:33 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 2,652 $100.50 $266,526.00
Disclosure

SEC source: 0001671933-24-000096 · wk-form4_1724106805.xml · nonDerivative · entry 4

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,666

F4 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Award granted April 24, 2023.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:33 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 1,766 $100.50 $177,483.00
Disclosure

SEC source: 0001671933-24-000096 · wk-form4_1724106805.xml · nonDerivative · entry 3

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,318

F3 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Award granted April 26, 2022.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:33 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 1,239 $100.50 $124,519.50
Disclosure

SEC source: 0001671933-24-000096 · wk-form4_1724106805.xml · nonDerivative · entry 2

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,084

F2 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Award granted April 28, 2021.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:33 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 913 $100.50 $91,756.50
Disclosure

SEC source: 0001671933-24-000096 · wk-form4_1724106805.xml · nonDerivative · entry 1

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187,323

F1 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Award granted October 5, 2020.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:32 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 2,076 $100.50 $208,638.00
Disclosure

SEC source: 0001671933-24-000095 · wk-form4_1724106728.xml · nonDerivative · entry 6

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 697,083

F6 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Award granted April 23, 2024.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:32 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 1,090 $100.50 $109,545.00
Disclosure

SEC source: 0001671933-24-000095 · wk-form4_1724106728.xml · nonDerivative · entry 5

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 699,159

F5 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Award granted June 1, 2023.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:32 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 1,474 $100.50 $148,137.00
Disclosure

SEC source: 0001671933-24-000095 · wk-form4_1724106728.xml · nonDerivative · entry 4

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 700,249

F4 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Unit Award granted April 24, 2023.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:32 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 631 $100.50 $63,415.50
Disclosure

SEC source: 0001671933-24-000095 · wk-form4_1724106728.xml · nonDerivative · entry 3

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 701,723

F3 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Unit Award granted April 26, 2022.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:32 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 562 $100.50 $56,481.00
Disclosure

SEC source: 0001671933-24-000095 · wk-form4_1724106728.xml · nonDerivative · entry 2

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 702,354

F2 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Unit Award granted March 2, 2022.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:32 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 122 $100.50 $12,261.00
Disclosure

SEC source: 0001671933-24-000095 · wk-form4_1724106728.xml · nonDerivative · entry 1

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 702,916

F1 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a Restricted Stock Unit Award granted April 28, 2021.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:29 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 13,318 $0.00 $0.00
Disclosure

SEC source: 0001671933-24-000093 · wk-form4_1724106559.xml · nonDerivative · entry 2

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 800,183

F1 · shares: Represents a transfer of shares from the Reporting Person to a trust held by the Reporting Person.

F2 · ownership.nature: Represents securities held by the Jeff Green Trust (the "Trust"). Mr. Green is a Trustee of the Trust and has investment and voting control over the shares held by the Trust, and may be deemed to indirectly beneficially own the shares held by the Trust.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:29 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 13,318 $0.00 $0.00
Disclosure

SEC source: 0001671933-24-000093 · wk-form4_1724106559.xml · nonDerivative · entry 1

Green Jeffrey Terry · CIK 0001671445 · Director · President and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,501

F1 · shares: Represents a transfer of shares from the Reporting Person to a trust held by the Reporting Person.

Read SEC document
August 13, 2024 Filed Aug 15, 2024 20:08 UTC SaleClass A Common Stock 150,000 $98.17 $14,725,500.00
Disclosure

SEC source: 0001671933-24-000092 · wk-form4_1723752513.xml · nonDerivative · entry 1

FALBERG KATHRYN E · CIK 0001206977 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,910

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.00 to $98.78, 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 the ranges set forth in this footnote.

Read SEC document
August 12, 2024 Filed Aug 14, 2024 20:39 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 7,605 $0.00 Strike: $81.07 $0.00
Disclosure

SEC source: 0001671933-24-000091 · wk-form4_1723667983.xml · derivative · entry 13

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,079

Underlying: Class A Common Stock · 7,605 shares

Expires 2034-04-23

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_date: The option was granted on April 23, 2024, the VCD. One forty-eighth of the shares subject to the original grant vest on each monthly anniversary thereafter subject to continued employment with the Issuer through the applicable vesting dates.

Read SEC document
August 12, 2024 Filed Aug 14, 2024 20:39 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 7,765 $0.00 Strike: $61.46 $0.00
Disclosure

SEC source: 0001671933-24-000091 · wk-form4_1723667983.xml · derivative · entry 12

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,708

Underlying: Class A Common Stock · 7,765 shares

Expires 2033-04-24

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.

F3 · derivative.exercise_date: The option was granted on April 24, 2023, the VCD. One forty-eighth of the shares subject to the original grant vest on each monthly anniversary thereafter subject to continued employment with the Issuer through the applicable vesting dates.

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August 12, 2024 Filed Aug 14, 2024 20:39 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 2,210 $0.00 Strike: $59.57 $0.00
Disclosure

SEC source: 0001671933-24-000091 · wk-form4_1723667983.xml · derivative · entry 11

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,735

Underlying: Class A Common Stock · 2,210 shares

Expires 2032-04-26

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

F2 · derivative.exercise_date: The option was granted on April 26, 2022, the VCD. One forty-eighth of the shares subject to the original grant vest on each monthly anniversary thereafter subject to continued employment with the Issuer through the applicable vesting dates.

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August 12, 2024 Filed Aug 14, 2024 20:39 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 600 $0.00 Strike: $77.15 $0.00
Disclosure

SEC source: 0001671933-24-000091 · wk-form4_1723667983.xml · derivative · entry 10

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,120

Underlying: Class A Common Stock · 600 shares

Expires 2031-03-17

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_date: The option was granted on March 17, 2021. The Vesting Commencement Date ("VCD") is March 8, 2021. One-fourth (1/4th) of the shares subject to the option vest on the first anniversary of the VCD, with one forty-eighth (1/48th) of the shares subject to the original grant vesting on each monthly anniversary thereafter, subject to continued employment with the Issuer through the applicable vesting dates.

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August 12, 2024 Filed Aug 14, 2024 20:39 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 2,982 $99.50 $296,709.00
Disclosure

SEC source: 0001671933-24-000091 · wk-form4_1723667983.xml · nonDerivative · entry 9

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,039

Read SEC document
August 12, 2024 Filed Aug 14, 2024 20:39 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 7,605 $99.50 $756,697.50
Disclosure

SEC source: 0001671933-24-000091 · wk-form4_1723667983.xml · nonDerivative · entry 8

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,021

Read SEC document
August 12, 2024 Filed Aug 14, 2024 20:39 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionClass A Common Stock 7,605 $81.07 $616,537.35
Disclosure

SEC source: 0001671933-24-000091 · wk-form4_1723667983.xml · nonDerivative · entry 7

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118,626

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.

Read SEC document
August 12, 2024 Filed Aug 14, 2024 20:39 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 7,765 $99.50 $772,617.50
Disclosure

SEC source: 0001671933-24-000091 · wk-form4_1723667983.xml · nonDerivative · entry 6

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,021

Read SEC document
August 12, 2024 Filed Aug 14, 2024 20:39 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionClass A Common Stock 7,765 $61.46 $477,236.90
Disclosure

SEC source: 0001671933-24-000091 · wk-form4_1723667983.xml · nonDerivative · entry 5

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118,786

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.

Read SEC document
August 12, 2024 Filed Aug 14, 2024 20:39 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 2,210 $99.50 $219,895.00
Disclosure

SEC source: 0001671933-24-000091 · wk-form4_1723667983.xml · nonDerivative · entry 4

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,021

Read SEC document
August 12, 2024 Filed Aug 14, 2024 20:39 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionClass A Common Stock 2,210 $59.57 $131,649.70
Disclosure

SEC source: 0001671933-24-000091 · wk-form4_1723667983.xml · nonDerivative · entry 3

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,231

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.

Read SEC document
August 12, 2024 Filed Aug 14, 2024 20:39 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 600 $99.50 $59,700.00
Disclosure

SEC source: 0001671933-24-000091 · wk-form4_1723667983.xml · nonDerivative · entry 2

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,021

Read SEC document
August 12, 2024 Filed Aug 14, 2024 20:39 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionClass A Common Stock 600 $77.15 $46,290.60
Disclosure

SEC source: 0001671933-24-000091 · wk-form4_1723667983.xml · nonDerivative · entry 1

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,621

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.

Read SEC document
July 22, 2024 Filed Jul 24, 2024 20:21 UTC SaleClass A Common Stock 1,355 $98.37 $133,291.35
Disclosure

SEC source: 0001671933-24-000080 · wk-form4_1721852490.xml · nonDerivative · entry 1

Rajaram Gokul · CIK 0001589043 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 32,701

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 15, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

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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.