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Nasdaq · USD

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Trade Desk, Inc.

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Tapewire entity
3752
SEC CIK
0001671933
Parsed reports
742

Last 12 months

Inside the activity.

4 purchase rows · 3 sale rows

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

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 18, 2024 Filed Dec 20, 2024 23:16 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
Exercise / conversionClass A Common Stock 664,051 $68.29 $45,348,042.79
Disclosure

SEC source: 0001671933-24-000131 · wk-form4_1734736559.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: 797,234

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 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,140 $0.00 Strike: $81.07 $0.00
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · derivative · entry 15

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 103,939

Underlying: Class A Common Stock · 10,140 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
November 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 5,177 $0.00 Strike: $61.46 $0.00
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · derivative · entry 14

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,531

Underlying: Class A Common Stock · 5,177 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
November 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,473 $0.00 Strike: $59.57 $0.00
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · derivative · entry 13

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,262

Underlying: Class A Common Stock · 1,473 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
November 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 400 $0.00 Strike: $77.15 $0.00
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · derivative · entry 12

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 720

Underlying: Class A Common Stock · 400 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
November 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 100 $128.72 $12,872.00
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · nonDerivative · entry 11

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
November 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 4,772 $128.24 $611,961.28
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · nonDerivative · entry 10

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,809

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 $127.71 to $128.67, 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
November 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 500 $128.70 $64,350.00
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · nonDerivative · entry 9

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 95,581

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 $128.67 to $128.85, 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
November 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 9,640 $128.23 $1,236,137.20
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · nonDerivative · entry 8

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 96,081

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 $127.67 to $128.63, 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
November 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionClass A Common Stock 10,140 $81.07 $822,049.80
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · nonDerivative · entry 7

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 105,721

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 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 5,177 $128.32 $664,312.64
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · nonDerivative · entry 6

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 95,581

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 $128.13 to $129.05, 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
November 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionClass A Common Stock 5,177 $61.46 $318,178.42
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · nonDerivative · entry 5

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 100,758

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 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 1,473 $128.13 $188,735.49
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · nonDerivative · entry 4

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 95,581

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
November 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionClass A Common Stock 1,473 $59.57 $87,746.61
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · nonDerivative · entry 3

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 97,054

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 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
SaleClass A Common Stock 400 $127.89 $51,156.00
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · nonDerivative · entry 2

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 95,581

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 $127.71 to $128.13, 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
November 29, 2024 Filed Dec 3, 2024 21:47 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Exercise / conversionClass A Common Stock 400 $77.15 $30,860.40
Disclosure

SEC source: 0001671933-24-000130 · wk-form4_1733262444.xml · nonDerivative · entry 1

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 95,981

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 18, 2024 Filed Nov 19, 2024 23:59 UTC
Schenkein LauraChief Financial Officer
SaleClass A Common Stock 3,131 $117.97 $369,364.07
Disclosure

SEC source: 0001671933-24-000127 · wk-form4_1732060734.xml · nonDerivative · entry 7

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 684,867

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

Read SEC document
November 15, 2024 Filed Nov 20, 2024 00:01 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Tax withholdingClass A Common Stock 1,643 $118.15 $194,120.45
Disclosure

SEC source: 0001671933-24-000129 · wk-form4_1732060912.xml · nonDerivative · entry 5

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,581

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

Read SEC document
November 15, 2024 Filed Nov 20, 2024 00:01 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Tax withholdingClass A Common Stock 1,049 $118.15 $123,939.35
Disclosure

SEC source: 0001671933-24-000129 · wk-form4_1732060912.xml · nonDerivative · entry 4

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,224

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

Read SEC document
November 15, 2024 Filed Nov 20, 2024 00:01 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Tax withholdingClass A Common Stock 300 $118.15 $35,445.00
Disclosure

SEC source: 0001671933-24-000129 · wk-form4_1732060912.xml · nonDerivative · entry 3

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,273

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

Read SEC document
November 15, 2024 Filed Nov 20, 2024 00:01 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Tax withholdingClass A Common Stock 569 $118.15 $67,227.35
Disclosure

SEC source: 0001671933-24-000129 · wk-form4_1732060912.xml · nonDerivative · entry 2

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,573

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
November 15, 2024 Filed Nov 20, 2024 00:01 UTC
Jacobson SamanthaDirector · Chief Strategy Officer
Tax withholdingClass A Common Stock 232 $118.15 $27,410.80
Disclosure

SEC source: 0001671933-24-000129 · wk-form4_1732060912.xml · nonDerivative · entry 1

Jacobson Samantha · CIK 0002008907 · Director · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,142

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
November 15, 2024 Filed Nov 20, 2024 00:00 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 2,077 $118.15 $245,397.55
Disclosure

SEC source: 0001671933-24-000128 · wk-form4_1732060810.xml · nonDerivative · entry 5

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 170,206

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

Read SEC document
November 15, 2024 Filed Nov 20, 2024 00:00 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 2,652 $118.15 $313,333.80
Disclosure

SEC source: 0001671933-24-000128 · wk-form4_1732060810.xml · nonDerivative · entry 4

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,283

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
November 15, 2024 Filed Nov 20, 2024 00:00 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 1,766 $118.15 $208,652.90
Disclosure

SEC source: 0001671933-24-000128 · wk-form4_1732060810.xml · nonDerivative · entry 3

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,935

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
November 15, 2024 Filed Nov 20, 2024 00:00 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 1,234 $118.15 $145,797.10
Disclosure

SEC source: 0001671933-24-000128 · wk-form4_1732060810.xml · nonDerivative · entry 2

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,701

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
November 15, 2024 Filed Nov 20, 2024 00:00 UTC
GRANT JAY RChief Legal Officer
Tax withholdingClass A Common Stock 918 $118.15 $108,461.70
Disclosure

SEC source: 0001671933-24-000128 · wk-form4_1732060810.xml · nonDerivative · entry 1

GRANT JAY R · CIK 0001826731 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,935

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
November 15, 2024 Filed Nov 19, 2024 23:59 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 2,077 $118.15 $245,397.55
Disclosure

SEC source: 0001671933-24-000127 · wk-form4_1732060734.xml · nonDerivative · entry 6

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 687,998

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

Read SEC document
November 15, 2024 Filed Nov 19, 2024 23:59 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 1,090 $118.15 $128,783.50
Disclosure

SEC source: 0001671933-24-000127 · wk-form4_1732060734.xml · nonDerivative · entry 5

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 690,075

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

Read SEC document
November 15, 2024 Filed Nov 19, 2024 23:59 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 1,473 $118.15 $174,034.95
Disclosure

SEC source: 0001671933-24-000127 · wk-form4_1732060734.xml · nonDerivative · entry 4

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 691,165

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

Read SEC document
November 15, 2024 Filed Nov 19, 2024 23:59 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 631 $118.15 $74,552.65
Disclosure

SEC source: 0001671933-24-000127 · wk-form4_1732060734.xml · nonDerivative · entry 3

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 692,638

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

Read SEC document
November 15, 2024 Filed Nov 19, 2024 23:59 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 562 $118.15 $66,400.30
Disclosure

SEC source: 0001671933-24-000127 · wk-form4_1732060734.xml · nonDerivative · entry 2

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 693,269

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
November 15, 2024 Filed Nov 19, 2024 23:59 UTC
Schenkein LauraChief Financial Officer
Tax withholdingClass A Common Stock 122 $118.15 $14,414.30
Disclosure

SEC source: 0001671933-24-000127 · wk-form4_1732060734.xml · nonDerivative · entry 1

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 693,831

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

Read SEC document
November 15, 2024 Filed Nov 19, 2024 23:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 13,318 $0.00 $0.00
Disclosure

SEC source: 0001671933-24-000126 · wk-form4_1732060559.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: 20,648

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
November 15, 2024 Filed Nov 19, 2024 23:56 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
GiftClass A Common Stock 13,318 $0.00 $0.00
Disclosure

SEC source: 0001671933-24-000126 · wk-form4_1732060559.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: 133,183

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

Read SEC document
November 07, 2024 Filed Nov 12, 2024 23:51 UTC
Schenkein LauraChief Financial Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 27,687 $0.00 Strike: $5.41 $0.00
Disclosure

SEC source: 0001671933-24-000124 · wk-form4_1731455467.xml · derivative · entry 3

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class A Common Stock · 27,687 shares

Expires 2028-04-20

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

F2 · derivative.exercise_date: The option was granted on April 20, 2018, the Vesting Commencement Date ("VCD"). One forty-eighth of the shares subject to the original grant vested on each monthly anniversary thereafter subject to continued employment with the Issuer through the applicable vesting dates.

Read SEC document
November 07, 2024 Filed Nov 12, 2024 23:51 UTC
Schenkein LauraChief Financial Officer
SaleClass A Common Stock 27,687 $127.55 $3,531,476.85
Disclosure

SEC source: 0001671933-24-000124 · wk-form4_1731455467.xml · nonDerivative · entry 2

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 693,953

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

Read SEC document
November 07, 2024 Filed Nov 12, 2024 23:51 UTC
Schenkein LauraChief Financial Officer
Exercise / conversionClass A Common Stock 27,687 $5.41 $149,869.73
Disclosure

SEC source: 0001671933-24-000124 · wk-form4_1731455467.xml · nonDerivative · entry 1

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 721,640

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.

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October 22, 2024 Filed Oct 24, 2024 21:08 UTC
Schenkein LauraChief Financial Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 25,000 $0.00 Strike: $5.41 $0.00
Disclosure

SEC source: 0001671933-24-000112 · wk-form4_1729804103.xml · derivative · entry 3

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,687

Underlying: Class A Common Stock · 25,000 shares

Expires 2028-04-20

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

F2 · derivative.exercise_date: The option was granted on April 20, 2018, the Vesting Commencement Date ("VCD"). One forty-eighth of the shares subject to the original grant vested on each monthly anniversary thereafter subject to continued employment with the Issuer through the applicable vesting dates.

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October 22, 2024 Filed Oct 24, 2024 21:08 UTC
Schenkein LauraChief Financial Officer
SaleClass A Common Stock 25,000 $120.43 $3,010,750.00
Disclosure

SEC source: 0001671933-24-000112 · wk-form4_1729804103.xml · nonDerivative · entry 2

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 693,953

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

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October 22, 2024 Filed Oct 24, 2024 21:08 UTC
Schenkein LauraChief Financial Officer
Exercise / conversionClass A Common Stock 25,000 $5.41 $135,325.00
Disclosure

SEC source: 0001671933-24-000112 · wk-form4_1729804103.xml · nonDerivative · entry 1

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 718,953

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.

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October 21, 2024 Filed Oct 23, 2024 21:16 UTC SaleClass A Common Stock 1,355 $117.89 $159,740.95
Disclosure

SEC source: 0001671933-24-000111 · wk-form4_1729718178.xml · nonDerivative · entry 1

Rajaram Gokul · CIK 0001589043 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,636

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

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October 09, 2024 Filed Oct 11, 2024 21:08 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 63,837 $115.65 $7,382,749.05
Disclosure

SEC source: 0001671933-24-000110 · wk-form4_1728680877.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: 7,330

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

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.32 to $116.29, 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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October 09, 2024 Filed Oct 11, 2024 21:08 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 16,812 $114.91 $1,931,866.92
Disclosure

SEC source: 0001671933-24-000110 · wk-form4_1728680877.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: 71,167

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

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $114.32 to $115.31, 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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October 09, 2024 Filed Oct 11, 2024 21:05 UTC
Schenkein LauraChief Financial Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 25,000 $0.00 Strike: $5.41 $0.00
Disclosure

SEC source: 0001671933-24-000109 · wk-form4_1728680730.xml · derivative · entry 3

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 72,687

Underlying: Class A Common Stock · 25,000 shares

Expires 2028-04-20

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

F3 · derivative.exercise_date: The option was granted on April 20, 2018, the Vesting Commencement Date ("VCD"). One forty-eighth of the shares subject to the original grant vested on each monthly anniversary thereafter subject to continued employment with the Issuer through the applicable vesting dates.

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October 09, 2024 Filed Oct 11, 2024 21:05 UTC
Schenkein LauraChief Financial Officer
SaleClass A Common Stock 25,000 $115.43 $2,885,750.00
Disclosure

SEC source: 0001671933-24-000109 · wk-form4_1728680730.xml · nonDerivative · entry 2

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 693,953

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

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.43 to $115.45, 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.

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October 09, 2024 Filed Oct 11, 2024 21:05 UTC
Schenkein LauraChief Financial Officer
Exercise / conversionClass A Common Stock 25,000 $5.41 $135,325.00
Disclosure

SEC source: 0001671933-24-000109 · wk-form4_1728680730.xml · nonDerivative · entry 1

Schenkein Laura · CIK 0001978197 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 718,953

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
October 07, 2024 Filed Oct 9, 2024 01:22 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 21,125 $113.35 $2,394,518.75
Disclosure

SEC source: 0001671933-24-000108 · wk-form4_1728436918.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: 87,979

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

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.20 to $113.59, 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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October 07, 2024 Filed Oct 9, 2024 01:22 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 83,843 $112.66 $9,445,752.38
Disclosure

SEC source: 0001671933-24-000108 · wk-form4_1728436918.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: 109,104

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

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.20 to $113.19, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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

Read SEC document
October 07, 2024 Filed Oct 9, 2024 01:22 UTC
Green Jeffrey TerryDirector · President and CEO · 10% owner
SaleClass A Common Stock 95,032 $111.75 $10,619,826.00
Disclosure

SEC source: 0001671933-24-000108 · wk-form4_1728436918.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: 192,947

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

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.20 to $112.19, 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.