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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, 2025 Filed Mar 4, 2025 22:27 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 3,750 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000009 · primary_doc.xml · derivative · entry 10

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,750 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, 2022, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over a three-year period ending on December 31, 2024 and continued employment through March 1, 2025. 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 (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F4 · derivative.expiration_date: On March 1, 2022, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over a three-year period ending on December 31, 2024 and continued employment through March 1, 2025. 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 (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

Read SEC document
March 01, 2025 Filed Mar 4, 2025 22:27 UTC
MILLER BRIAN KExecutive VP and CFO
Tax withholdingCommon Stock 148.743 $608.43 $90,499.70
Disclosure

SEC source: 0001240085-25-000009 · primary_doc.xml · nonDerivative · entry 8

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,575.9623

Read SEC document
March 01, 2025 Filed Mar 4, 2025 22:27 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionCommon Stock 378 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-25-000009 · primary_doc.xml · nonDerivative · entry 7

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,724.7053

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, 2025 Filed Mar 4, 2025 22:27 UTC
MILLER BRIAN KExecutive VP and CFO
Tax withholdingCommon Stock 182.191 $608.43 $110,850.47
Disclosure

SEC source: 0001240085-25-000009 · primary_doc.xml · nonDerivative · entry 6

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,346.7053

Read SEC document
March 01, 2025 Filed Mar 4, 2025 22:27 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionCommon Stock 463 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-25-000009 · primary_doc.xml · nonDerivative · entry 5

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,528.8963

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, 2025 Filed Mar 4, 2025 22:27 UTC
MILLER BRIAN KExecutive VP and CFO
Tax withholdingCommon Stock 262.3706 $608.43 $159,634.14
Disclosure

SEC source: 0001240085-25-000009 · primary_doc.xml · nonDerivative · entry 4

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,065.8963

Read SEC document
March 01, 2025 Filed Mar 4, 2025 22:27 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionCommon Stock 1,047 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-25-000009 · primary_doc.xml · nonDerivative · entry 3

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,328.2669

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, 2025 Filed Mar 4, 2025 22:27 UTC
MILLER BRIAN KExecutive VP and CFO
Tax withholdingCommon Stock 1,386.256 $608.43 $843,439.74
Disclosure

SEC source: 0001240085-25-000009 · primary_doc.xml · nonDerivative · entry 2

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,281.2669

Read SEC document
March 01, 2025 Filed Mar 4, 2025 22:27 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionCommon Stock 3,750 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-25-000009 · primary_doc.xml · nonDerivative · entry 1

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,667.5229

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, 2025 Filed Mar 4, 2025 22:47 UTC
MARR JOHN S JRDirector · Executive Chair of the Board
GrantPerformance-Based Restricted Stock Unit · Derivative 739 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000010 · primary_doc.xml · derivative · 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: 739

Underlying: Common Stock · 739 shares

Expires not disclosed

F1 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F3 · 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, 2027 and continued employment through March 1, 2028. 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.

F3 · 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, 2027 and continued employment through March 1, 2028. 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, 2025 Filed Mar 4, 2025 22:47 UTC
MARR JOHN S JRDirector · Executive Chair of the Board
GrantPerformance-Based Restricted Stock Unit · Derivative 739 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000010 · primary_doc.xml · derivative · 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: 739

Underlying: Common Stock · 739 shares

Expires not disclosed

F1 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F2 · 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, 2027 and continued employment through March 1, 2028. 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.

F2 · 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, 2027 and continued employment through March 1, 2028. 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, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
GrantRestricted Stock Unit · Derivative 410 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000008 · 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: 410

Underlying: Common Stock · 410 shares

Expires not disclosed

F11 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of issuer common stock.

F12 · 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 2018 Stock Incentive Plan.

F12 · 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 2018 Stock Incentive Plan.

Read SEC document
March 01, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
GrantPerformance-Based Restricted Stock Unit · Derivative 534 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000008 · 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: 534

Underlying: Common Stock · 534 shares

Expires not disclosed

F7 · 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 short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2025. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2026. 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 short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2025. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2026. 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, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
GrantPerformance-Based Restricted Stock Unit · Derivative 1,725 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000008 · 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: 1,725

Underlying: Common Stock · 1,725 shares

Expires not disclosed

F7 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F9 · 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, 2027 and continued employment through March 1, 2028. 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.

F9 · 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, 2027 and continued employment through March 1, 2028. 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, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
GrantPerformance-Based Restricted Stock Unit · Derivative 1,725 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000008 · 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: 1,725

Underlying: Common Stock · 1,725 shares

Expires not disclosed

F7 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F8 · 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, 2027 and continued employment through March 1, 2028. 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.

F8 · 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, 2027 and continued employment through March 1, 2028. 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, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionRestricted Stock Unit · Derivative 189 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 12

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 378

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.

F6 · 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 2018 Stock Incentive Plan.

F6 · 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 2018 Stock Incentive Plan.

Read SEC document
March 01, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionRestricted Stock Unit · Derivative 260 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 11

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 261

Underlying: Common Stock · 260 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.

F5 · 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 2018 Stock Incentive Plan.

F5 · 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 2018 Stock Incentive Plan.

Read SEC document
March 01, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 801 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 10

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 801 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, 2024, 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, 2024. The number of vested units settled by the issuer in issuer common stock on March 1, 2025 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, 2024, 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, 2024. The number of vested units settled by the issuer in issuer common stock on March 1, 2025 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, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 9

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,500 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, 2022, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over a three-year period ending on December 31, 2024 and continued employment through March 1, 2025. 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 (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F3 · derivative.expiration_date: On March 1, 2022, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over a three-year period ending on December 31, 2024 and continued employment through March 1, 2025. 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 (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

Read SEC document
March 01, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
Tax withholdingCommon Stock 74.372 $608.43 $45,250.16
Disclosure

SEC source: 0001240085-25-000008 · 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: 6,965.911

Read SEC document
March 01, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 189 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-25-000008 · 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: 7,040.283

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, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
Tax withholdingCommon Stock 102.311 $608.43 $62,249.08
Disclosure

SEC source: 0001240085-25-000008 · 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: 6,851.283

Read SEC document
March 01, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 260 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-25-000008 · 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: 6,953.594

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, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
Tax withholdingCommon Stock 315.0464 $608.43 $191,683.68
Disclosure

SEC source: 0001240085-25-000008 · 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: 6,693.594

Read SEC document
March 01, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 801 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-25-000008 · 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: 7,008.6404

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, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
Tax withholdingCommon Stock 983.75 $608.43 $598,543.01
Disclosure

SEC source: 0001240085-25-000008 · 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: 6,207.6404

Read SEC document
March 01, 2025 Filed Mar 4, 2025 20:50 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 2,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-25-000008 · 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: 7,191.3904

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, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
GrantRestricted Stock Unit · Derivative 1,643 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · derivative · entry 16

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,643

Underlying: Common Stock · 1,643 shares

Expires not disclosed

F11 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of issuer common stock.

F12 · 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 2018 Stock Incentive Plan.

F12 · 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 2018 Stock Incentive Plan.

Read SEC document
March 01, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
GrantPerformance-Based Restricted Stock Unit · Derivative 1,109 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · derivative · entry 15

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,109

Underlying: Common Stock · 1,109 shares

Expires not disclosed

F7 · 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 short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2025. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2026. 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 short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2025. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2026. 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, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
GrantPerformance-Based Restricted Stock Unit · Derivative 5,341 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · derivative · entry 14

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,341

Underlying: Common Stock · 5,341 shares

Expires not disclosed

F7 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F9 · 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, 2027 and continued employment through March 1, 2028. 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.

F9 · 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, 2027 and continued employment through March 1, 2028. 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, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
GrantPerformance-Based Restricted Stock Unit · Derivative 5,341 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · derivative · entry 13

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,341

Underlying: Common Stock · 5,341 shares

Expires not disclosed

F7 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F8 · 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, 2027 and continued employment through March 1, 2028. 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.

F8 · 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, 2027 and continued employment through March 1, 2028. 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, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
Exercise / conversionRestricted Stock Unit · Derivative 756 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · derivative · entry 12

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,512

Underlying: Common Stock · 756 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, 2024, the reporting person was granted 2,268 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 2018 Stock Incentive Plan.

F6 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 2,268 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 2018 Stock Incentive Plan.

Read SEC document
March 01, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
Exercise / conversionRestricted Stock Unit · Derivative 1,041 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · derivative · entry 11

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,042

Underlying: Common Stock · 1,041 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.

F5 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 3,124 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 2018 Stock Incentive Plan.

F5 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 3,124 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 2018 Stock Incentive Plan.

Read SEC document
March 01, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 1,664 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · derivative · entry 10

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,664 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, 2024, 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, 2024. The number of vested units settled by the issuer in issuer common stock on March 1, 2025 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, 2024, 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, 2024. The number of vested units settled by the issuer in issuer common stock on March 1, 2025 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, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 6,500 $0.00 $0.00
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · derivative · entry 9

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,500 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, 2022, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over a three-year period ending on December 31, 2024 and continued employment through March 1, 2025. 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 (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F3 · derivative.expiration_date: On March 1, 2022, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over a three-year period ending on December 31, 2024 and continued employment through March 1, 2025. 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 (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

Read SEC document
March 01, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
Tax withholdingCommon Stock 297.487 $608.43 $181,000.02
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · nonDerivative · entry 8

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,775.4172

Read SEC document
March 01, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
Exercise / conversionCommon Stock 756 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · nonDerivative · entry 7

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,072.9042

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, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
Tax withholdingCommon Stock 409.634 $608.43 $249,233.61
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · nonDerivative · entry 6

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,316.9042

Read SEC document
March 01, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
Exercise / conversionCommon Stock 1,041 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · nonDerivative · entry 5

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,726.5382

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, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
Tax withholdingCommon Stock 654.7118 $608.43 $398,346.30
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · nonDerivative · entry 4

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,685.5382

Read SEC document
March 01, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
Exercise / conversionCommon Stock 1,664 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · nonDerivative · entry 3

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,340.25

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, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
Tax withholdingCommon Stock 2,557.75 $608.43 $1,556,211.83
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · nonDerivative · entry 2

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,676.25

Read SEC document
March 01, 2025 Filed Mar 4, 2025 18:56 UTC
MOORE H LYNN JRDirector · President and CEO
Exercise / conversionCommon Stock 6,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-25-000007 · primary_doc.xml · nonDerivative · entry 1

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,234

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.

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

Read SEC document
February 28, 2025 Filed Mar 3, 2025 20:54 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionOption · Derivative 3,466 $0.00 Strike: $154.85 $0.00
Disclosure

SEC source: 0001240085-25-000006 · 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 · 3,466 shares

Expires 2026-06-01

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

F12 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

Read SEC document
February 28, 2025 Filed Mar 3, 2025 20:54 UTC
Puckett Jeffrey DavidChief Operating Officer
SaleCommon Stock 214 $608.19 $130,153.41
Disclosure

SEC source: 0001240085-25-000006 · primary_doc.xml · nonDerivative · entry 13

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,691.3904

F11 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $608.155 to a high of $608.79 per share, inclusive.

Read SEC document
February 28, 2025 Filed Mar 3, 2025 20:54 UTC
Puckett Jeffrey DavidChief Operating Officer
SaleCommon Stock 210 $607.42 $127,558.31
Disclosure

SEC source: 0001240085-25-000006 · 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: 4,905.3904

F10 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $607.035 to a high of $607.805 per share, inclusive.

Read SEC document
February 28, 2025 Filed Mar 3, 2025 20:54 UTC
Puckett Jeffrey DavidChief Operating Officer
SaleCommon Stock 969 $606.32 $587,528.54
Disclosure

SEC source: 0001240085-25-000006 · 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: 5,115.3904

F9 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $605.755 to a high of $606.61 per share, inclusive.

Read SEC document
February 28, 2025 Filed Mar 3, 2025 20:54 UTC
Puckett Jeffrey DavidChief Operating Officer
SaleCommon Stock 850 $604.15 $513,529.97
Disclosure

SEC source: 0001240085-25-000006 · 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: 6,084.3904

F8 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $603.97 to a high of $604.30 per share, inclusive.

Read SEC document
February 28, 2025 Filed Mar 3, 2025 20:54 UTC
Puckett Jeffrey DavidChief Operating Officer
SaleCommon Stock 267 $603.10 $161,028.37
Disclosure

SEC source: 0001240085-25-000006 · 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: 6,934.3904

F7 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $602.67 to a high of $603.28 per share, inclusive.

Read SEC document
February 28, 2025 Filed Mar 3, 2025 20:54 UTC
Puckett Jeffrey DavidChief Operating Officer
SaleCommon Stock 956 $602.15 $575,654.16
Disclosure

SEC source: 0001240085-25-000006 · 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: 7,201.3904

F6 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $601.56 to a high of $602.455 per share, inclusive.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.