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Nasdaq · USD

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Trade Desk, Inc.

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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

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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, 2025 Filed Feb 19, 2025 21:45 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 449 $80.16 $35,991.84
Disclosure

SEC source: 0001671933-25-000019 · wk-form4_1740001534.xml · nonDerivative · entry 2

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 684,317

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, 2025 Filed Feb 19, 2025 21:45 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 101 $80.16 $8,096.16
Disclosure

SEC source: 0001671933-25-000019 · wk-form4_1740001534.xml · nonDerivative · entry 1

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 684,766

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.

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February 15, 2025 Filed Feb 19, 2025 21:44 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 13,318 $0.00 $0.00
Disclosure

SEC source: 0001671933-25-000018 · wk-form4_1740001435.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: 17,018

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.

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February 15, 2025 Filed Feb 19, 2025 21:44 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 13,318 $0.00 $0.00
Disclosure

SEC source: 0001671933-25-000018 · wk-form4_1740001435.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: 119,865

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

Read SEC document
February 14, 2025 Filed Feb 20, 2025 02:16 UTC
Kayyal AlexDirector
GrantStock Option (Right to Buy) · Derivative 124 $56.27 Strike: $80.16 $6,977.48
Disclosure

SEC source: 0001671933-25-000023 · wk-form4_1740017779.xml · derivative · entry 6

Kayyal Alex · CIK 0002056310 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,382

Underlying: Class A Common Stock · 124 shares

Expires 2035-02-14

F8 · kind: Grant of option to purchase Class A Common Stock under the Issuer's 2016 Equity Incentive Plan.

F13 · price: This price represents the Black-Scholes value of an option using the average closing stock price for a share of the Issuer's Class A Common Stock for forty-five consecutive trading days ending on, and including, the grant date. This price was used to calculate the number of shares subject to the option granted.

F14 · price: These stock options were issued to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Policy in lieu of director retainer and meeting fees of $25,000, prorated from the date of grant to the date of the Issuer's next annual meeting of stockholders.

F11 · derivative.exercise_date: The shares subject to the option vest in full on May 28, 2025 or, if earlier, the date of the Issuer's applicable regularly scheduled quarterly Corporate Board meeting provided all then unvested shares shall vest in full on the date of the Issuer's next annual meeting of stockholders, all subject to the Reporting Person's continuous service as a member of the board of directors immediately prior to such date.

Read SEC document
February 14, 2025 Filed Feb 20, 2025 02:16 UTC
Kayyal AlexDirector
GrantStock Option (Right to Buy) · Derivative 682 $0.00 Strike: $80.16 $0.00
Disclosure

SEC source: 0001671933-25-000023 · wk-form4_1740017779.xml · derivative · entry 5

Kayyal Alex · CIK 0002056310 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,258

Underlying: Class A Common Stock · 682 shares

Expires 2035-02-14

F8 · kind: Grant of option to purchase Class A Common Stock under the Issuer's 2016 Equity Incentive Plan.

F12 · price: This option was issued to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Policy as an annual director equity grant prorated from the date of grant to the date of the Issuer's next annual meeting of stockholders.

F11 · derivative.exercise_date: The shares subject to the option vest in full on May 28, 2025 or, if earlier, the date of the Issuer's applicable regularly scheduled quarterly Corporate Board meeting provided all then unvested shares shall vest in full on the date of the Issuer's next annual meeting of stockholders, all subject to the Reporting Person's continuous service as a member of the board of directors immediately prior to such date.

Read SEC document
February 14, 2025 Filed Feb 20, 2025 02:16 UTC
Kayyal AlexDirector
GrantStock Option (Right to Buy) · Derivative 2,576 $0.00 Strike: $80.16 $0.00
Disclosure

SEC source: 0001671933-25-000023 · wk-form4_1740017779.xml · derivative · entry 4

Kayyal Alex · CIK 0002056310 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,576

Underlying: Class A Common Stock · 2,576 shares

Expires 2035-02-14

F8 · kind: Grant of option to purchase Class A Common Stock under the Issuer's 2016 Equity Incentive Plan.

F10 · price: This option was issued to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Policy as an initial director equity grant.

F9 · derivative.exercise_date: The shares subject to the option vest in quarterly installments over the three-year period following the grant, subject to the Reporting Person's continuous service as a member of the board of directors through such date.

Read SEC document
February 14, 2025 Filed Feb 20, 2025 02:16 UTC
Kayyal AlexDirector
GrantClass A Common Stock 57 $120.54 $6,870.78
Disclosure

SEC source: 0001671933-25-000023 · wk-form4_1740017779.xml · nonDerivative · entry 3

Kayyal Alex · CIK 0002056310 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,577

F1 · kind: Grant of restricted stock units under the Issuer's 2016 Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Issuer's Class A common stock.

F4 · shares: The restricted stock units will vest in full on May 28, 2025 or, if earlier, the date of the Issuer's applicable regularly scheduled quarterly Corporate Board meeting provided all then unvested shares shall vest in full on the date of the Issuer's next annual meeting of stockholders, all subject to the Reporting Person's continuous service as a member of the board of directors immediately prior to such date.

F6 · price: This price represents the average closing stock price for a share of the Issuer's Class A Common Stock for forty-five consecutive trading days ending on, and including, the grant date. This price was used to calculate the number of restricted stock units granted.

F7 · price: These restricted stock units were issued to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Policy in lieu of director retainer and meeting fees of $25,000, prorated from the date of grant to the date of the Issuer's next annual meeting of stockholders.

Read SEC document
February 14, 2025 Filed Feb 20, 2025 02:16 UTC
Kayyal AlexDirector
GrantClass A Common Stock 318 $0.00 $0.00
Disclosure

SEC source: 0001671933-25-000023 · wk-form4_1740017779.xml · nonDerivative · entry 2

Kayyal Alex · CIK 0002056310 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,520

F1 · kind: Grant of restricted stock units under the Issuer's 2016 Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Issuer's Class A common stock.

F4 · shares: The restricted stock units will vest in full on May 28, 2025 or, if earlier, the date of the Issuer's applicable regularly scheduled quarterly Corporate Board meeting provided all then unvested shares shall vest in full on the date of the Issuer's next annual meeting of stockholders, all subject to the Reporting Person's continuous service as a member of the board of directors immediately prior to such date.

F5 · price: These restricted stock units were issued to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Policy as an annual director equity grant prorated from the date of grant to the date of the Issuer's next annual meeting of stockholders.

Read SEC document
February 14, 2025 Filed Feb 20, 2025 02:16 UTC
Kayyal AlexDirector
GrantClass A Common Stock 1,202 $0.00 $0.00
Disclosure

SEC source: 0001671933-25-000023 · wk-form4_1740017779.xml · nonDerivative · entry 1

Kayyal Alex · CIK 0002056310 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,202

F1 · kind: Grant of restricted stock units under the Issuer's 2016 Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Issuer's Class A common stock.

F2 · shares: The restricted stock units vest in quarterly installments over the three-year period following the grant, subject to the Reporting Person's continuous service as a member of the board of directors through such date.

F3 · price: These restricted stock units were issued to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Policy as an initial director equity grant.

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:24 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
ConversionClass B Common Stock · Derivative 360,000 $0.00 $0.00
Disclosure

SEC source: 0001671933-25-000015 · wk-form4_1739481891.xml · derivative · entry 9

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 29,599,258

Underlying: Class A Common Stock · 360,000 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.

F8 · 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.

F8 · 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.

F8 · 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
February 11, 2025 Filed Feb 13, 2025 21:24 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 300 $122.11 $36,633.00
Disclosure

SEC source: 0001671933-25-000015 · wk-form4_1739481891.xml · nonDerivative · entry 7

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 674,036

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.01 to $122.23, 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.

F6 · ownership.nature: Represents securities held by 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.

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February 11, 2025 Filed Feb 13, 2025 21:24 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 10,973 $121.18 $1,329,708.14
Disclosure

SEC source: 0001671933-25-000015 · wk-form4_1739481891.xml · nonDerivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 674,336

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 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 $121.00 to $121.97, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F6 · ownership.nature: Represents securities held by 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.

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:24 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 28,727 $120.47 $3,460,741.69
Disclosure

SEC source: 0001671933-25-000015 · wk-form4_1739481891.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 685,309

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $120.99, 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.

F6 · ownership.nature: Represents securities held by 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.

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:24 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 3,720 $122.21 $454,621.20
Disclosure

SEC source: 0001671933-25-000015 · wk-form4_1739481891.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: 3,700

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 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 $122.01 to $122.41, 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.

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
February 11, 2025 Filed Feb 13, 2025 21:24 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 100,205 $121.16 $12,140,837.80
Disclosure

SEC source: 0001671933-25-000015 · wk-form4_1739481891.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: 7,420

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 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 $121.00 to $121.97, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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
February 11, 2025 Filed Feb 13, 2025 21:24 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 256,075 $120.47 $30,849,355.25
Disclosure

SEC source: 0001671933-25-000015 · wk-form4_1739481891.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: 107,625

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $120.99, 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.

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
February 11, 2025 Filed Feb 13, 2025 21:24 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
ConversionClass A Common Stock 360,000 $0.00 $0.00
Disclosure

SEC source: 0001671933-25-000015 · wk-form4_1739481891.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: 363,700

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
January 30, 2025 Filed Feb 4, 2025 01:09 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
ConversionClass B Common Stock · Derivative 127,628 $0.00 $0.00
Disclosure

SEC source: 0001671933-25-000007 · wk-form4_1738631352.xml · derivative · entry 13

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 29,959,258

Underlying: Class A Common Stock · 127,628 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.

F14 · 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.

F14 · 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.

F14 · 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
January 30, 2025 Filed Feb 4, 2025 01:09 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 1,191 $124.11 $147,815.01
Disclosure

SEC source: 0001671933-25-000007 · wk-form4_1738631352.xml · nonDerivative · entry 11

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 714,036

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F13 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.02 to $124.22, 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.

F9 · ownership.nature: Represents securities held by 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.

Read SEC document
January 30, 2025 Filed Feb 4, 2025 01:09 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 2,809 $123.40 $346,630.60
Disclosure

SEC source: 0001671933-25-000007 · wk-form4_1738631352.xml · nonDerivative · entry 10

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 715,227

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.01 to $123.94, 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.

F9 · ownership.nature: Represents securities held by 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.

Read SEC document
January 30, 2025 Filed Feb 4, 2025 01:09 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 800 $122.42 $97,936.00
Disclosure

SEC source: 0001671933-25-000007 · wk-form4_1738631352.xml · nonDerivative · entry 9

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 718,036

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.03 to $122.99, 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.

F9 · ownership.nature: Represents securities held by 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.

Read SEC document
January 30, 2025 Filed Feb 4, 2025 01:09 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 3,900 $121.51 $473,889.00
Disclosure

SEC source: 0001671933-25-000007 · wk-form4_1738631352.xml · nonDerivative · entry 8

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 718,836

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.02 to $121.90, 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.

F9 · ownership.nature: Represents securities held by 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.

Read SEC document
January 30, 2025 Filed Feb 4, 2025 01:09 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 7,657 $120.12 $919,758.84
Disclosure

SEC source: 0001671933-25-000007 · wk-form4_1738631352.xml · nonDerivative · entry 7

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 722,736

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 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 $120.00 to $120.88, 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.

F9 · ownership.nature: Represents securities held by 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.

Read SEC document
January 30, 2025 Filed Feb 4, 2025 01:09 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 12,296 $124.10 $1,525,933.60
Disclosure

SEC source: 0001671933-25-000007 · wk-form4_1738631352.xml · nonDerivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 3,700

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.00 to $124.46, 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.

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
January 30, 2025 Filed Feb 4, 2025 01:09 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 30,565 $123.44 $3,772,943.60
Disclosure

SEC source: 0001671933-25-000007 · wk-form4_1738631352.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 15,996

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 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 $123.00 to $123.98, 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.

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
January 30, 2025 Filed Feb 4, 2025 01:09 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 9,285 $122.32 $1,135,741.20
Disclosure

SEC source: 0001671933-25-000007 · wk-form4_1738631352.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: 46,561

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 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 $122.01 to $122.98, 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.

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
January 30, 2025 Filed Feb 4, 2025 01:09 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 33,936 $121.47 $4,122,205.92
Disclosure

SEC source: 0001671933-25-000007 · wk-form4_1738631352.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: 55,846

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 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 $121.00 to $121.99, 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.

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
January 30, 2025 Filed Feb 4, 2025 01:09 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 41,546 $120.28 $4,997,152.88
Disclosure

SEC source: 0001671933-25-000007 · wk-form4_1738631352.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: 89,782

F2 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $120.99, 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.

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
January 30, 2025 Filed Feb 4, 2025 01:09 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
ConversionClass A Common Stock 127,628 $0.00 $0.00
Disclosure

SEC source: 0001671933-25-000007 · wk-form4_1738631352.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: 131,328

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
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 2,535 $0.00 Strike: $81.07 $0.00
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · derivative · entry 14

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 98,869

Underlying: Class A Common Stock · 2,535 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.

F10 · 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
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,294 $0.00 Strike: $61.46 $0.00
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · derivative · entry 13

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 34,943

Underlying: Class A Common Stock · 1,294 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.

F9 · 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.

Read SEC document
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 369 $0.00 Strike: $59.57 $0.00
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · derivative · entry 12

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,525

Underlying: Class A Common Stock · 369 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.

F8 · 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.

Read SEC document
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 100 $0.00 Strike: $77.15 $0.00
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · derivative · entry 11

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 520

Underlying: Class A Common Stock · 100 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.

F7 · 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.

Read SEC document
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 869 $118.98 $103,393.62
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · nonDerivative · entry 10

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,709

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on August 22, 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 $118.89 to $119.17, 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.

Read SEC document
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 1,666 $118.34 $197,154.44
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · nonDerivative · entry 9

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 91,578

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on August 22, 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 $117.88 to $118.83, 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
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionClass A Common Stock 2,535 $81.07 $205,512.45
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · nonDerivative · entry 8

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 93,244

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
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 200 $119.13 $23,826.00
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · nonDerivative · entry 7

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,709

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on August 22, 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 $119.08 to $119.17, 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.

Read SEC document
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 1,094 $118.69 $129,846.86
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · nonDerivative · entry 6

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,909

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on August 22, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.05 to $118.95, 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
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionClass A Common Stock 1,294 $61.46 $79,529.24
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · nonDerivative · entry 5

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 92,003

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
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 369 $118.00 $43,542.00
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · nonDerivative · entry 4

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,709

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on August 22, 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 $117.90 to $118.05, 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
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionClass A Common Stock 369 $59.57 $21,981.33
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · nonDerivative · entry 3

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 91,078

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
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 100 $117.88 $11,788.00
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · nonDerivative · entry 2

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,709

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on August 22, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
January 28, 2025 Filed Jan 31, 2025 02:42 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionClass A Common Stock 100 $77.15 $7,715.10
Disclosure

SEC source: 0001671933-25-000006 · wk-form4_1738291343.xml · nonDerivative · entry 1

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,809

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
January 22, 2025 Filed Jan 24, 2025 01:14 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
ConversionClass B Common Stock · Derivative 128,594 $0.00 $0.00
Disclosure

SEC source: 0001671933-25-000005 · wk-form4_1737681245.xml · derivative · entry 20

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 30,086,886

Underlying: Class A Common Stock · 128,594 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.

F17 · 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.

F17 · 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.

F17 · 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.

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
January 22, 2025 Filed Jan 24, 2025 01:14 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 100 $125.94 $12,594.00
Disclosure

SEC source: 0001671933-25-000005 · wk-form4_1737681245.xml · nonDerivative · entry 18

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 730,393

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F6 · ownership.nature: Represents securities held by 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.

Read SEC document
January 22, 2025 Filed Jan 24, 2025 01:14 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 1,770 $125.10 $221,427.00
Disclosure

SEC source: 0001671933-25-000005 · wk-form4_1737681245.xml · nonDerivative · entry 17

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 730,493

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F16 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.92 to $125.82, 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.

F6 · ownership.nature: Represents securities held by 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.

Read SEC document
January 22, 2025 Filed Jan 24, 2025 01:14 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 12,065 $122.84 $1,482,064.60
Disclosure

SEC source: 0001671933-25-000005 · wk-form4_1737681245.xml · nonDerivative · entry 16

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 732,263

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F15 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.54 to $123.38, 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.

F6 · ownership.nature: Represents securities held by 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.

Read SEC document
January 22, 2025 Filed Jan 24, 2025 01:14 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 8,842 $121.98 $1,078,547.16
Disclosure

SEC source: 0001671933-25-000005 · wk-form4_1737681245.xml · nonDerivative · entry 15

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 744,328

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F14 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.52 to $122.45, 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.

F6 · ownership.nature: Represents securities held by 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.

Read SEC document
January 22, 2025 Filed Jan 24, 2025 01:14 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 18,058 $120.85 $2,182,309.30
Disclosure

SEC source: 0001671933-25-000005 · wk-form4_1737681245.xml · nonDerivative · entry 14

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

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 753,170

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 12, 2024 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.52 to $121.51, 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.

F6 · ownership.nature: Represents securities held by 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.

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.