UPST

SEC source: 0001628280-22-000828 · wf-form4_164203535108096.xml · nonDerivative · entry 1

Singh Cassidy Sukhinder · CIK 0001470176 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,925

F1 · shares: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock in settlement as soon as practicable after grant. These RSUs were granted, pursuant to a prior election by the Reporting Person, in lieu of an individual annual cash retainer payment for Board service to the Issuer that the Reporting Person would have otherwise received pursuant to the Issuer's Outside Director Compensation Policy.

SEC source: 0001628280-22-000825 · wf-form4_164203523599734.xml · nonDerivative · entry 1

Huber Jeff · CIK 0001463740 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,336

F1 · shares: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock in settlement as soon as practicable after grant. These RSUs were granted, pursuant to a prior election by the Reporting Person, in lieu of an individual annual cash retainer payment for Board service to the Issuer that the Reporting Person would have otherwise received pursuant to the Issuer's Outside Director Compensation Policy.

SEC source: 0001628280-22-000821 · wf-form4_164203504790377.xml · nonDerivative · entry 1

O'Kelly Ciaran · CIK 0001833761 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,793

F1 · shares: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock in settlement as soon as practicable after grant. These RSUs were granted, pursuant to a prior election by the Reporting Person, in lieu of an individual annual cash retainer payment for Board service to the Issuer that the Reporting Person would have otherwise received pursuant to the Issuer's Outside Director Compensation Policy.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · derivative · entry 19

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,500

Underlying: Common Stock · 2,500 shares

Expires 2024-06-19

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 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F17 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · derivative · entry 18

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2023-05-23

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

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F17 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 17

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,280

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 16

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,380

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F16 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $140.53 to $141.40.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 15

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,780

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F15 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.40 to $140.16.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 14

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 180,280

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F14 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $138.30 to $138.93.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 13

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 180,580

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F13 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $136.81 to $137.59.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 12

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 180,780

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $135.76 to $135.93.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 11

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,156

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $134.74 to $135.53.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 10

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 182,056

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $133.63 to $134.60.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 9

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 183,056

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $132.50 to $133.41.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 8

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,156

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.38 to $130.675.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 7

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,356

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $129.36 to $129.99.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 6

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 185,056

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $128.00 to $128.76.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 5

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 185,356

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.52 to $126.82.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 4

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 185,556

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.51 to $125.90.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 3

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 185,956

F1 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.70 to $124.53. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (3) through (16) to this Form 4.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 2

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 186,780

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 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000536 · wf-form4_164159539041280.xml · nonDerivative · entry 1

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,280

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 · kind: The option exercises and the sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 25, 2021.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000455 · wf-form4_164151552327051.xml · derivative · entry 4

Gu Paul · CIK 0001832812 · Director · SVP, Product and Data Science

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 137,500

Underlying: Common Stock · 12,500 shares

Expires 2029-03-29

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

F3 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

SEC source: 0001628280-22-000455 · wf-form4_164151552327051.xml · derivative · entry 3

Gu Paul · CIK 0001832812 · Director · SVP, Product and Data Science

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,792

Underlying: Common Stock · 29,208 shares

Expires 2027-12-18

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

F2 · derivative.exercise_date: This option, originally for 200,000 shares, of which 69,208 shares have been exercised, vested as to one forty-eighth of the shares on February 1, 2018 and one forty-eighth of the shares subject to the option vest each month thereafter, subject to the Reporting Person continuing as a service provider through each such date.

SEC source: 0001628280-22-000455 · wf-form4_164151552327051.xml · nonDerivative · entry 2

Gu Paul · CIK 0001832812 · Director · SVP, Product and Data Science

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 459,120

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 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000455 · wf-form4_164151552327051.xml · nonDerivative · entry 1

Gu Paul · CIK 0001832812 · Director · SVP, Product and Data Science

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 446,620

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 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 28

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 563,165

F24 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F32 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $154.60 to $155.00.

F25 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 27

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 563,565

F24 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F31 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.60 to $154.14.

F25 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 26

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 564,375

F24 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F30 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $152.49 to $153.23.

F25 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 25

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 564,706

F24 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F29 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.40 to $152.25.

F25 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 24

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 565,206

F24 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F28 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.21 to $150.95.

F25 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 23

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 565,506

F24 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F25 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 22

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 565,606

F24 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F27 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $147.765 to $148.75.

F25 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 21

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 565,956

F24 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F26 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $146.71 to $147.66.

F25 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 20

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 566,481

F24 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F16 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.715 to $146.51.

F25 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 19

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 563,165

F15 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F23 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $154.14 to $155.00.

F17 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 18

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 563,694

F15 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F22 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.10 to $153.98.

F17 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 17

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 564,574

F15 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F21 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.99 to $152.90.

F17 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 16

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 565,124

F15 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F20 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.52 to $151.40.

F17 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 15

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 565,574

F15 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F19 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $148.15 to $149.12.

F17 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 14

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 565,974

F15 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F18 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $146.92 to $147.74.

F17 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 13

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 566,431

F15 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2021 by the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

F16 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.715 to $146.51.

F17 · ownership.nature: These shares are held by Tristen Baird Willard, as trustee of the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 12

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,308

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021.

F3 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 11

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,508

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021.

F14 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $154.50 to $155.36.

F3 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 10

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,008

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021.

F13 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.50 to $154.495.

F3 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 9

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,542

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021.

F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $152.29 to $153.20.

F3 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 8

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,342

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021.

F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.29 to $152.27.

F3 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 7

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,742

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021.

F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.17 to $151.15.

F3 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 6

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,342

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021.

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $149.16 to $150.14.

F3 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

SEC source: 0001628280-22-000393 · wf-form4_164143356293523.xml · nonDerivative · entry 5

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,717

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021.

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $148.16 to $149.11.

F3 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.