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NYSE · USD

TYL

TYLER TECHNOLOGIES INC

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Tapewire entity
3344
SEC CIK
0000860731
Parsed reports
688

Last 12 months

Inside the activity.

2 purchase rows · 13 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202503
Jan 202600
Feb 202620
Mar 202607
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202602
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
March 01, 2026 Filed Mar 3, 2026 22:24 UTC
Diaz-Pedrosa Abigail MarshallChief Administrative Officer
Tax withholdingCommon Stock 11.975 $354.69 $4,247.41
Disclosure

SEC source: 0001240085-26-000008 · primary_doc.xml · nonDerivative · entry 12

Diaz-Pedrosa Abigail Marshall · CIK 0002069267 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,437.2678

Read SEC document
March 01, 2026 Filed Mar 3, 2026 22:24 UTC
Diaz-Pedrosa Abigail MarshallChief Administrative Officer
Exercise / conversionCommon Stock 27 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000008 · primary_doc.xml · nonDerivative · entry 11

Diaz-Pedrosa Abigail Marshall · CIK 0002069267 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,449.2428

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 · price: Restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 22:24 UTC
Diaz-Pedrosa Abigail MarshallChief Administrative Officer
Tax withholdingCommon Stock 16.854 $354.69 $5,977.95
Disclosure

SEC source: 0001240085-26-000008 · primary_doc.xml · nonDerivative · entry 10

Diaz-Pedrosa Abigail Marshall · CIK 0002069267 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,422.2428

Read SEC document
March 01, 2026 Filed Mar 3, 2026 22:24 UTC
Diaz-Pedrosa Abigail MarshallChief Administrative Officer
Exercise / conversionCommon Stock 38 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000008 · primary_doc.xml · nonDerivative · entry 9

Diaz-Pedrosa Abigail Marshall · CIK 0002069267 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,439.0968

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 · price: Restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 22:24 UTC
Diaz-Pedrosa Abigail MarshallChief Administrative Officer
Tax withholdingCommon Stock 29.714 $354.69 $10,539.26
Disclosure

SEC source: 0001240085-26-000008 · primary_doc.xml · nonDerivative · entry 8

Diaz-Pedrosa Abigail Marshall · CIK 0002069267 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,401.0968

Read SEC document
March 01, 2026 Filed Mar 3, 2026 22:24 UTC
Diaz-Pedrosa Abigail MarshallChief Administrative Officer
Exercise / conversionCommon Stock 67 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000008 · primary_doc.xml · nonDerivative · entry 7

Diaz-Pedrosa Abigail Marshall · CIK 0002069267 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,430.8108

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 · price: Restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 22:24 UTC
Diaz-Pedrosa Abigail MarshallChief Administrative Officer
Tax withholdingCommon Stock 231.3072 $354.69 $82,042.35
Disclosure

SEC source: 0001240085-26-000008 · primary_doc.xml · nonDerivative · entry 6

Diaz-Pedrosa Abigail Marshall · CIK 0002069267 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,363.8108

Read SEC document
March 01, 2026 Filed Mar 3, 2026 22:24 UTC
Diaz-Pedrosa Abigail MarshallChief Administrative Officer
Exercise / conversionCommon Stock 723 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000008 · primary_doc.xml · nonDerivative · entry 5

Diaz-Pedrosa Abigail Marshall · CIK 0002069267 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,595.118

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

F1 · price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 22:24 UTC
Diaz-Pedrosa Abigail MarshallChief Administrative Officer
Tax withholdingCommon Stock 849.758 $354.69 $301,400.67
Disclosure

SEC source: 0001240085-26-000008 · primary_doc.xml · nonDerivative · entry 4

Diaz-Pedrosa Abigail Marshall · CIK 0002069267 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,872.118

Read SEC document
March 01, 2026 Filed Mar 3, 2026 22:24 UTC
Diaz-Pedrosa Abigail MarshallChief Administrative Officer
Exercise / conversionCommon Stock 2,625 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000008 · primary_doc.xml · nonDerivative · entry 3

Diaz-Pedrosa Abigail Marshall · CIK 0002069267 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,721.876

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

F1 · price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 22:24 UTC
Diaz-Pedrosa Abigail MarshallChief Administrative Officer
Tax withholdingCommon Stock 776.124 $354.69 $275,283.42
Disclosure

SEC source: 0001240085-26-000008 · primary_doc.xml · nonDerivative · entry 2

Diaz-Pedrosa Abigail Marshall · CIK 0002069267 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,096.876

Read SEC document
March 01, 2026 Filed Mar 3, 2026 22:24 UTC
Diaz-Pedrosa Abigail MarshallChief Administrative Officer
Exercise / conversionCommon Stock 1,750 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000008 · primary_doc.xml · nonDerivative · entry 1

Diaz-Pedrosa Abigail Marshall · CIK 0002069267 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,873

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

F1 · price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
GrantRestricted Stock Unit · Derivative 704 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 22

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 704

Underlying: Common Stock · 704 shares

Expires not disclosed

F13 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of issuer common stock.

F14 · derivative.exercise_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's Amended and Restated 2018 Stock Incentive Plan.

F14 · derivative.expiration_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's Amended and Restated 2018 Stock Incentive Plan.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
GrantPerformance-Based Restricted Stock Unit · Derivative 916 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 21

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 916

Underlying: Common Stock · 916 shares

Expires not disclosed

F9 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F12 · derivative.exercise_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2026. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2027. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F12 · derivative.expiration_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2026. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2027. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
GrantPerformance-Based Restricted Stock Unit · Derivative 3,171 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 20

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,171

Underlying: Common Stock · 3,171 shares

Expires not disclosed

F9 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F11 · derivative.exercise_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2028 and continued employment through March 1, 2029. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F11 · derivative.expiration_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2028 and continued employment through March 1, 2029. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
GrantPerformance-Based Restricted Stock Unit · Derivative 3,171 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 19

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,171

Underlying: Common Stock · 3,171 shares

Expires not disclosed

F9 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F10 · derivative.exercise_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon cumulative non-GAAP adjusted recurring revenue growth over the three-year performance period ending December 31, 2028 and continued employment through March 1, 2029. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F10 · derivative.expiration_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon cumulative non-GAAP adjusted recurring revenue growth over the three-year performance period ending December 31, 2028 and continued employment through March 1, 2029. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionRestricted Stock Unit · Derivative 136 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 18

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 274

Underlying: Common Stock · 136 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-to-one basis.

F8 · derivative.exercise_date: On March 1, 2025, the reporting person was granted 410 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

F8 · derivative.expiration_date: On March 1, 2025, the reporting person was granted 410 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionRestricted Stock Unit · Derivative 189 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 17

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 189

Underlying: Common Stock · 189 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-to-one basis.

F7 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 567 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

F7 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 567 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionRestricted Stock Unit · Derivative 261 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 16

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 261 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-to-one basis.

F6 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 781 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

F6 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 781 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 1,099 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 15

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,099 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F5 · derivative.exercise_date: On March 1, 2025, the reporting person was granted performance-based restricted stock units based upon non-GAAP earnings per share for the one-year period ending December 31, 2025. The number of vested units settled by the issuer in issuer common stock on March 1, 2026 reflects actual performance equal to 120% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F5 · derivative.expiration_date: On March 1, 2025, the reporting person was granted performance-based restricted stock units based upon non-GAAP earnings per share for the one-year period ending December 31, 2025. The number of vested units settled by the issuer in issuer common stock on March 1, 2026 reflects actual performance equal to 120% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 4,450 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 14

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,450 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F4 · derivative.exercise_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon operating margin for the year ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F4 · derivative.expiration_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon operating margin for the year ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 2,967 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 13

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,967 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F3 · derivative.exercise_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over the three-year performance period ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% of target performance.

F3 · derivative.expiration_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over the three-year performance period ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% of target performance.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Tax withholdingCommon Stock 53.516 $354.69 $18,981.59
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 12

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,927.5037

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 136 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 11

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,981.0197

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 · price: Restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Tax withholdingCommon Stock 74.372 $354.69 $26,379.00
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 10

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,845.0197

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 189 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 9

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,919.3917

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 · price: Restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Tax withholdingCommon Stock 102.704 $354.69 $36,428.08
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 8

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,730.3917

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 261 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 7

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,833.0957

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 · price: Restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Tax withholdingCommon Stock 285.048 $354.69 $101,103.68
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 6

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,572.0957

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 1,099 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 5

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,857.1437

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

F1 · price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Tax withholdingCommon Stock 1,493.104 $354.69 $529,589.06
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 4

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,758.1437

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 4,450 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 3

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,251.2477

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

F1 · price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Tax withholdingCommon Stock 1,167.515 $354.69 $414,105.90
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 2

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,801.2477

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:24 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 2,967 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,968.7627

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

F1 · price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

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March 01, 2026 Filed Mar 3, 2026 19:43 UTC
MARR JOHN S JRDirector · Executive Chair of the Board
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 2,107 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000005 · primary_doc.xml · derivative · entry 7

MARR JOHN S JR · CIK 0001085536 · Director · Executive Chair of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,107 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F4 · derivative.exercise_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon operating margin for the year ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F4 · derivative.expiration_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon operating margin for the year ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

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March 01, 2026 Filed Mar 3, 2026 19:43 UTC
MARR JOHN S JRDirector · Executive Chair of the Board
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 1,405 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000005 · primary_doc.xml · derivative · entry 6

MARR JOHN S JR · CIK 0001085536 · Director · Executive Chair of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,405 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F3 · derivative.exercise_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over the three-year performance period ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% of target performance.

F3 · derivative.expiration_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over the three-year performance period ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% of target performance.

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March 01, 2026 Filed Mar 3, 2026 19:43 UTC
MARR JOHN S JRDirector · Executive Chair of the Board
Tax withholdingCommon Stock 637.098 $354.69 $225,972.29
Disclosure

SEC source: 0001240085-26-000005 · primary_doc.xml · nonDerivative · entry 4

MARR JOHN S JR · CIK 0001085536 · Director · Executive Chair of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,341.638

Read SEC document
March 01, 2026 Filed Mar 3, 2026 19:43 UTC
MARR JOHN S JRDirector · Executive Chair of the Board
Exercise / conversionCommon Stock 2,107 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000005 · primary_doc.xml · nonDerivative · entry 3

MARR JOHN S JR · CIK 0001085536 · Director · Executive Chair of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,978.736

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

F1 · price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 19:43 UTC
MARR JOHN S JRDirector · Executive Chair of the Board
Tax withholdingCommon Stock 516.264 $354.69 $183,113.68
Disclosure

SEC source: 0001240085-26-000005 · primary_doc.xml · nonDerivative · entry 2

MARR JOHN S JR · CIK 0001085536 · Director · Executive Chair of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,871.736

Read SEC document
March 01, 2026 Filed Mar 3, 2026 19:43 UTC
MARR JOHN S JRDirector · Executive Chair of the Board
Exercise / conversionCommon Stock 1,405 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-26-000005 · primary_doc.xml · nonDerivative · entry 1

MARR JOHN S JR · CIK 0001085536 · Director · Executive Chair of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,388

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

F1 · price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

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March 01, 2026 Filed Mar 3, 2026 20:36 UTC
MILLER BRIAN KExecutive VP and CFO
GrantRestricted Stock Unit · Derivative 1,409 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000006 · primary_doc.xml · derivative · entry 23

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,409

Underlying: Common Stock · 1,409 shares

Expires not disclosed

F14 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of issuer common stock.

F15 · derivative.exercise_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's Amended and Restated 2018 Stock Incentive Plan.

F15 · derivative.expiration_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's Amended and Restated 2018 Stock Incentive Plan.

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March 01, 2026 Filed Mar 3, 2026 20:36 UTC
MILLER BRIAN KExecutive VP and CFO
GrantPerformance-Based Restricted Stock Unit · Derivative 1,198 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000006 · primary_doc.xml · derivative · entry 22

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,198

Underlying: Common Stock · 1,198 shares

Expires not disclosed

F10 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F13 · derivative.exercise_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2026. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2027. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F13 · derivative.expiration_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2026. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2027. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

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March 01, 2026 Filed Mar 3, 2026 20:36 UTC
MILLER BRIAN KExecutive VP and CFO
GrantPerformance-Based Restricted Stock Unit · Derivative 4,440 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000006 · primary_doc.xml · derivative · entry 21

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,440

Underlying: Common Stock · 4,440 shares

Expires not disclosed

F10 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F12 · derivative.exercise_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2028 and continued employment through March 1, 2029. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F12 · derivative.expiration_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2028 and continued employment through March 1, 2029. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 20:36 UTC
MILLER BRIAN KExecutive VP and CFO
GrantPerformance-Based Restricted Stock Unit · Derivative 4,440 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000006 · primary_doc.xml · derivative · entry 20

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,440

Underlying: Common Stock · 4,440 shares

Expires not disclosed

F10 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F11 · derivative.exercise_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon cumulative non-GAAP adjusted recurring revenue growth over the three-year performance period ending December 31, 2028 and continued employment through March 1, 2029. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F11 · derivative.expiration_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon cumulative non-GAAP adjusted recurring revenue growth over the three-year performance period ending December 31, 2028 and continued employment through March 1, 2029. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

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March 01, 2026 Filed Mar 3, 2026 20:36 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionRestricted Stock Unit · Derivative 273 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000006 · primary_doc.xml · derivative · entry 19

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 548

Underlying: Common Stock · 273 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-to-one basis.

F9 · derivative.exercise_date: On March 1, 2025, the reporting person was granted 821 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

F9 · derivative.expiration_date: On March 1, 2025, the reporting person was granted 821 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

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March 01, 2026 Filed Mar 3, 2026 20:36 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionRestricted Stock Unit · Derivative 378 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000006 · primary_doc.xml · derivative · entry 18

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 378

Underlying: Common Stock · 378 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-to-one basis.

F8 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 1,134 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

F8 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 1,134 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

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March 01, 2026 Filed Mar 3, 2026 20:36 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionRestricted Stock Unit · Derivative 464 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000006 · primary_doc.xml · derivative · entry 17

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 464 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-to-one basis.

F7 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 1,390 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

F7 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 1,390 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

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March 01, 2026 Filed Mar 3, 2026 20:36 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 1,437 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000006 · primary_doc.xml · derivative · entry 16

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,437 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F6 · derivative.exercise_date: On March 1, 2025, the reporting person was granted performance-based restricted stock units based upon non-GAAP earnings per share for the one-year period ending December 31, 2025. The number of vested units settled by the issuer in issuer common stock on March 1, 2026 reflects actual performance equal to 120% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F6 · derivative.expiration_date: On March 1, 2025, the reporting person was granted performance-based restricted stock units based upon non-GAAP earnings per share for the one-year period ending December 31, 2025. The number of vested units settled by the issuer in issuer common stock on March 1, 2026 reflects actual performance equal to 120% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

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March 01, 2026 Filed Mar 3, 2026 20:36 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 7,156 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000006 · primary_doc.xml · derivative · entry 15

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,156 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F5 · derivative.exercise_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon operating margin for the year ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F5 · derivative.expiration_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon operating margin for the year ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

Read SEC document
March 01, 2026 Filed Mar 3, 2026 20:36 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 4,771 $0.00 $0.00
Disclosure

SEC source: 0001240085-26-000006 · primary_doc.xml · derivative · entry 14

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,771 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F4 · derivative.exercise_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over the three-year performance period ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% of target performance.

F4 · derivative.expiration_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over the three-year performance period ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% of target performance.

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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.