Tapewire

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
February 15, 2024 Filed Feb 21, 2024 01:17 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Tax withholdingClass A Common Stock 407 $75.71 $30,813.97
Disclosure

SEC source: 0001671933-24-000021 · wk-form4_1708478210.xml · nonDerivative · entry 2

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,461

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
February 15, 2024 Filed Feb 21, 2024 01:17 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Tax withholdingClass A Common Stock 182 $75.71 $13,779.22
Disclosure

SEC source: 0001671933-24-000021 · wk-form4_1708478210.xml · nonDerivative · entry 1

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,868

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
February 15, 2024 Filed Feb 21, 2024 01:14 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 26,778 $0.00 $0.00
Disclosure

SEC source: 0001671933-24-000020 · wk-form4_1708478043.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: 1,626,987

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
February 15, 2024 Filed Feb 21, 2024 01:14 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 26,778 $0.00 $0.00
Disclosure

SEC source: 0001671933-24-000020 · wk-form4_1708478043.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: 186,598

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

Read SEC document
February 15, 2024 Filed Feb 21, 2024 01:12 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 1,932 $75.71 $146,271.72
Disclosure

SEC source: 0001671933-24-000019 · wk-form4_1708477917.xml · nonDerivative · entry 4

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 141,930

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
February 15, 2024 Filed Feb 21, 2024 01:12 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 1,287 $75.71 $97,438.77
Disclosure

SEC source: 0001671933-24-000019 · wk-form4_1708477917.xml · nonDerivative · entry 3

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 143,862

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
February 15, 2024 Filed Feb 21, 2024 01:12 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 899 $75.71 $68,063.29
Disclosure

SEC source: 0001671933-24-000019 · wk-form4_1708477917.xml · nonDerivative · entry 2

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 145,149

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
February 15, 2024 Filed Feb 21, 2024 01:12 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 712 $75.71 $53,905.52
Disclosure

SEC source: 0001671933-24-000019 · wk-form4_1708477917.xml · nonDerivative · entry 1

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 146,048

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
February 15, 2024 Filed Feb 21, 2024 01:10 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 794 $75.71 $60,113.74
Disclosure

SEC source: 0001671933-24-000018 · wk-form4_1708477844.xml · nonDerivative · entry 6

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 656,757

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 June 1, 2023.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 01:10 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 1,123 $75.71 $85,022.33
Disclosure

SEC source: 0001671933-24-000018 · wk-form4_1708477844.xml · nonDerivative · entry 5

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 657,551

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 Unit Award granted April 24, 2023.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 01:10 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 460 $75.71 $34,826.60
Disclosure

SEC source: 0001671933-24-000018 · wk-form4_1708477844.xml · nonDerivative · entry 4

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 658,674

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 26, 2022.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 01:10 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 406 $75.71 $30,738.26
Disclosure

SEC source: 0001671933-24-000018 · wk-form4_1708477844.xml · nonDerivative · entry 3

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 659,134

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 March 2, 2022.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 01:10 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 99 $75.71 $7,495.29
Disclosure

SEC source: 0001671933-24-000018 · wk-form4_1708477844.xml · nonDerivative · entry 2

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 659,540

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 April 28, 2021.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 01:10 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 370 $75.71 $28,012.70
Disclosure

SEC source: 0001671933-24-000018 · wk-form4_1708477844.xml · nonDerivative · entry 1

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 659,639

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 May 15, 2020.

Read SEC document
January 17, 2024 Filed Jan 19, 2024 21:48 UTC SaleClass A Common Stock 2,999 $62.76 $188,217.24
Disclosure

SEC source: 0001671933-24-000006 · wk-form4_1705700898.xml · nonDerivative · entry 1

Rajaram Gokul · CIK 0001589043 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 36,312

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on February 22, 2023 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
December 20, 2023 Filed Dec 21, 2023 21:32 UTC SaleClass A Common Stock 2,999 $77.39 $232,092.61
Disclosure

SEC source: 0001209191-23-059434 · doc4.xml · nonDerivative · entry 1

Rajaram Gokul · CIK 0001589043 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 39,311

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on February 22, 2023 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 23:07 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
ConversionClass B Common Stock · Derivative 117,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059015 · doc4.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 30,215,480

Underlying: Class A Common Stock · 117,000 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: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time and upon certain other circumstances.

F4 · derivative.exercise_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time and upon certain other circumstances.

F4 · derivative.expiration_date: Each share of Class B Common Stock has no expiration date and is convertible for no additional consideration into one (1) share of Class A Common Stock at the option of the holder thereof at any time and upon certain other circumstances.

F1 · 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
December 14, 2023 Filed Dec 18, 2023 23:07 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 117,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059015 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 825,216

F2 · kind: Represents a transfer of shares from the Reporting Person to the Jeff T. Green Family Foundation (the "Foundation"). Mr. Green is the sole member and director of the Foundation and has investment and voting control over the shares held by the Foundation and may be deemed to indirectly beneficially own the shares held by the Foundation.

F3 · ownership.nature: Represents securities held by the Jeff T. Green Family Foundation.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 23:07 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 117,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059015 · doc4.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: 1,600,209

F2 · kind: Represents a transfer of shares from the Reporting Person to the Jeff T. Green Family Foundation (the "Foundation"). Mr. Green is the sole member and director of the Foundation and has investment and voting control over the shares held by the Foundation and may be deemed to indirectly beneficially own the shares held by the Foundation.

F1 · 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
December 14, 2023 Filed Dec 18, 2023 23:07 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
ConversionClass A Common Stock 117,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059015 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,717,209

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 · 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
December 14, 2023 Filed Dec 18, 2023 21:14 UTC
GRANT JAY RChief Legal Officer
SaleClass A Common Stock 1,427 $75.00 $107,025.00
Disclosure

SEC source: 0001209191-23-058953 · doc4.xml · nonDerivative · entry 1

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 146,760

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 16, 2023 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
December 09, 2023 Filed Dec 13, 2023 00:04 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 38,650 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-058386 · doc4.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: 1,600,209

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
December 09, 2023 Filed Dec 13, 2023 00:04 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 38,650 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-058386 · doc4.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: 213,376

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

Read SEC document
November 17, 2023 Filed Nov 17, 2023 23:01 UTC
Schenkein LauraChief Financial Officer
SaleClass A Common Stock 2,613 $66.48 $173,712.24
Disclosure

SEC source: 0001209191-23-055864 · doc4.xml · nonDerivative · entry 7

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 660,009

F8 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on June 1, 2023 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
November 16, 2023 Filed Nov 17, 2023 22:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 145,960 $0.00 Strike: $30.00 $0.00
Disclosure

SEC source: 0001209191-23-055856 · doc4.xml · derivative · entry 13

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,450

Underlying: Class A Common Stock · 145,960 shares

Expires 2030-05-15

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.

F8 · derivative.exercise_date: The option was granted on May 15, 2020, the VCD. The option vests over four years in increments on each monthly anniversary of the VCD according to the following schedule: an aggregate of 97,270, 97,280 and 97,280 shares will vest during the twelve month periods ending on May 15, 2021, 2022 and 2023, respectively, and an aggregate of 93,950 shares will vest during the twelve month period ending May 15, 2024, in each case, subject to continued employment with the Issuer through the applicable vesting dates.

Read SEC document
November 16, 2023 Filed Nov 17, 2023 22:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 105,320 $0.00 Strike: $24.95 $0.00
Disclosure

SEC source: 0001209191-23-055856 · doc4.xml · derivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,730

Underlying: Class A Common Stock · 105,320 shares

Expires 2029-12-09

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.

F7 · derivative.exercise_date: The option was granted on December 9, 2019, the VCD. The option vests over four years in increments on each monthly anniversary of the VCD according to the following schedule: an aggregate of 72,650 shares will vest during each of the calendar years 2020, 2021 and 2022 and an aggregate of 68,650 shares will vest during calendar year 2023, in each case, subject to continued employment with the Issuer through the applicable vesting dates.

Read SEC document
November 16, 2023 Filed Nov 17, 2023 22:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 3,630 $0.00 Strike: $27.44 $0.00
Disclosure

SEC source: 0001209191-23-055856 · doc4.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 370

Underlying: Class A Common Stock · 3,630 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.

F5 · derivative.exercise_price: This option was previously reported as covering 400 shares at an exercise price of $274.44 per share but was adjusted to reflect a 10-for-1 stock split effective June 16, 2021.

F6 · derivative.exercise_date: The option was granted on December 9, 2019, with a 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.

F5 · balance_after: This option was previously reported as covering 400 shares at an exercise price of $274.44 per share but was adjusted to reflect a 10-for-1 stock split effective June 16, 2021.

Read SEC document
November 16, 2023 Filed Nov 17, 2023 22:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 70,650 $0.00 Strike: $14.25 $0.00
Disclosure

SEC source: 0001209191-23-055856 · doc4.xml · derivative · entry 10

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 · 70,650 shares

Expires 2028-12-01

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 1, 2018, the Vesting Commencement Date ("VCD"). The option vests over four years in increments on each monthly anniversary of the VCD according to the following schedule: an aggregate of 128,060 shares will vest during each of the calendar years 2019, 2020 and 2021 and an aggregate of 121,050 shares will vest during calendar year 2022, in each case, subject to continued employment with the Issuer through the applicable vesting dates.

Read SEC document
November 16, 2023 Filed Nov 17, 2023 22:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 325,560 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-055856 · doc4.xml · nonDerivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,561,559

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
November 16, 2023 Filed Nov 17, 2023 22:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 325,560 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-055856 · doc4.xml · nonDerivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 252,026

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

Read SEC document
November 16, 2023 Filed Nov 17, 2023 22:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionClass A Common Stock 145,960 $30.00 $4,378,945.96
Disclosure

SEC source: 0001209191-23-055856 · doc4.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: 577,586

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
November 16, 2023 Filed Nov 17, 2023 22:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionClass A Common Stock 105,320 $24.95 $2,627,628.68
Disclosure

SEC source: 0001209191-23-055856 · doc4.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: 431,626

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
November 16, 2023 Filed Nov 17, 2023 22:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionClass A Common Stock 3,630 $27.44 $99,621.72
Disclosure

SEC source: 0001209191-23-055856 · doc4.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: 326,306

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
November 16, 2023 Filed Nov 17, 2023 22:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionClass A Common Stock 70,650 $14.25 $1,006,409.25
Disclosure

SEC source: 0001209191-23-055856 · doc4.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: 322,676

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
November 15, 2023 Filed Nov 17, 2023 23:15 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 2,652 $68.05 $180,468.60
Disclosure

SEC source: 0001209191-23-055877 · doc4.xml · nonDerivative · entry 4

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,187

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 24, 2023.

Read SEC document
November 15, 2023 Filed Nov 17, 2023 23:15 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 1,767 $68.05 $120,244.35
Disclosure

SEC source: 0001209191-23-055877 · doc4.xml · nonDerivative · entry 3

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,839

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 26, 2022.

Read SEC document
November 15, 2023 Filed Nov 17, 2023 23:15 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 1,239 $68.05 $84,313.95
Disclosure

SEC source: 0001209191-23-055877 · doc4.xml · nonDerivative · entry 2

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,606

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 28, 2021.

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November 15, 2023 Filed Nov 17, 2023 23:15 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 918 $68.05 $62,469.90
Disclosure

SEC source: 0001209191-23-055877 · doc4.xml · nonDerivative · entry 1

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 153,845

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.

F2 · balance_after: Includes 127 shares acquired through the Employee Stock Purchase Plan on November 15, 2023.

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November 15, 2023 Filed Nov 17, 2023 23:01 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 1,090 $68.05 $74,174.50
Disclosure

SEC source: 0001209191-23-055864 · doc4.xml · nonDerivative · entry 6

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 662,622

F7 · 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.

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November 15, 2023 Filed Nov 17, 2023 23:01 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 1,474 $68.05 $100,305.70
Disclosure

SEC source: 0001209191-23-055864 · doc4.xml · nonDerivative · entry 5

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 663,712

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 Unit Award granted April 24, 2023.

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November 15, 2023 Filed Nov 17, 2023 23:01 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 631 $68.05 $42,939.55
Disclosure

SEC source: 0001209191-23-055864 · doc4.xml · nonDerivative · entry 4

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 665,186

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 Unit Award granted April 26, 2022.

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November 15, 2023 Filed Nov 17, 2023 23:01 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 562 $68.05 $38,244.10
Disclosure

SEC source: 0001209191-23-055864 · doc4.xml · nonDerivative · entry 3

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 665,817

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 March 2, 2022.

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November 15, 2023 Filed Nov 17, 2023 23:01 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 122 $68.05 $8,302.10
Disclosure

SEC source: 0001209191-23-055864 · doc4.xml · nonDerivative · entry 2

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 666,379

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 28, 2021.

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November 15, 2023 Filed Nov 17, 2023 23:01 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 448 $68.05 $30,486.40
Disclosure

SEC source: 0001209191-23-055864 · doc4.xml · nonDerivative · entry 1

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 666,501

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 May 15, 2020.

F2 · balance_after: Includes 34 shares acquired through the Employee Stock Purchase Plan on November 15, 2023.

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November 15, 2023 Filed Nov 17, 2023 22:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 26,778 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-055856 · doc4.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: 1,235,999

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.

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November 15, 2023 Filed Nov 17, 2023 22:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 26,778 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-055856 · doc4.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: 252,026

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

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November 15, 2023 Filed Nov 17, 2023 22:50 UTC SaleClass A Common Stock 2,999 $68.15 $204,381.85
Disclosure

SEC source: 0001209191-23-055837 · doc4.xml · nonDerivative · entry 1

Rajaram Gokul · CIK 0001589043 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,310

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on February 22, 2023 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

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November 02, 2023 Filed Nov 3, 2023 00:42 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 4,301 $75.49 $324,682.49
Disclosure

SEC source: 0001209191-23-054253 · doc4.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: 1,209,221

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on June 15, 2023 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 $75.44 to $75.61, 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.

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November 02, 2023 Filed Nov 3, 2023 00:42 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 70,699 $74.91 $5,296,062.09
Disclosure

SEC source: 0001209191-23-054253 · doc4.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: 1,213,522

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on June 15, 2023 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 $74.44 to $75.43, 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.

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November 01, 2023 Filed Nov 3, 2023 00:42 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 55,520 $71.06 $3,945,251.20
Disclosure

SEC source: 0001209191-23-054253 · doc4.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: 1,284,221

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on June 15, 2023 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 $70.99 to $71.25, 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.

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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.