Tapewire

Nasdaq · USD

UPST

Upstart Holdings, Inc.

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Tapewire entity
4306
SEC CIK
0001647639
Parsed reports
489

Last 12 months

Inside the activity.

6 purchase rows · 38 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202527
Dec 202502
Jan 202601
Feb 202605
Mar 202601
Apr 202600
May 2026311
Jun 202601
Jul 202600
Aug 202609
Sep 202611
Oct 202600

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 250 $206.15 $51,537.50
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 20

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,230

F1 · kind: The option exercise and 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 $206.09 to $206.29.

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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 205 $204.32 $41,885.60
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 19

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,480

F1 · kind: The option exercise and 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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 734 $202.18 $148,401.59
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 18

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,685

F1 · kind: The option exercise and 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 $201.89 to $202.55.

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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 927 $201.11 $186,432.68
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 17

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,419

F1 · kind: The option exercise and 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 $200.83 to $201.62.

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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 751 $199.41 $149,757.96
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 16

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,346

F1 · kind: The option exercise and 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 $198.93 to $199.63.

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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 782 $198.30 $155,069.74
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 15

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,097

F1 · kind: The option exercise and 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 $197.84 to $198.60.

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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 575 $196.51 $112,993.02
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 14

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,879

F1 · kind: The option exercise and 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 $196.30 to $196.80.

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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 170 $194.75 $33,107.50
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 13

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,454

F1 · kind: The option exercise and 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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 171 $193.47 $33,083.37
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 12

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,624

F1 · kind: The option exercise and 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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 378 $192.53 $72,775.36
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 11

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,795

F1 · kind: The option exercise and 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 $192.04 to $192.93.

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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 187 $190.46 $35,616.02
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 10

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,173

F1 · kind: The option exercise and 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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 233 $188.76 $43,981.22
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 9

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,360

F1 · kind: The option exercise and 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 $188.63 to $189.41.

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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 372 $187.45 $69,731.40
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 8

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,593

F1 · kind: The option exercise and 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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 339 $186.37 $63,178.85
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 7

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,965

F1 · kind: The option exercise and 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 $185.92 to $186.83.

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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 392 $185.19 $72,595.85
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 6

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,304

F1 · kind: The option exercise and 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 $184.91 to $185.48.

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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 207 $182.35 $37,746.45
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 5

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,696

F1 · kind: The option exercise and 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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 400 $180.99 $72,396.28
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 4

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,903

F1 · kind: The option exercise and 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 $180.85 to $181.14.

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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 254 $179.62 $45,622.51
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 3

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,303

F1 · kind: The option exercise and 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 $179.53 to $179.70. 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 (14) 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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
SaleCommon Stock 173 $177.25 $30,664.25
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 2

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,557

F1 · kind: The option exercise and 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.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 20:48 UTC
Nicoll AlisonGeneral Counsel
Exercise / conversionCommon Stock 7,500 $0.23 $1,725.00
Disclosure

SEC source: 0001833661-21-000010 · wf-form4_163858247900433.xml · nonDerivative · entry 1

Nicoll Alison · CIK 0001833661 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,730

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 exercise and 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.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 170 $207.97 $35,354.90
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.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: 567,331

F13 · 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 ("the TMG Trust").

F15 · ownership.nature: These shares are held by the TMG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 384 $206.94 $79,465.27
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.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: 567,501

F13 · 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 ("the TMG Trust").

F22 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $206.67 to $207.59.

F15 · ownership.nature: These shares are held by the TMG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 1,064 $206.01 $219,199.64
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.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: 567,885

F13 · 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 ("the TMG Trust").

F21 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $205.54 to $206.29.

F15 · ownership.nature: These shares are held by the TMG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 759 $204.49 $155,205.56
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.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: 568,949

F13 · 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 ("the TMG Trust").

F20 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $204.24 to $205.22.

F15 · ownership.nature: These shares are held by the TMG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 186 $202.56 $37,676.16
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.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: 569,708

F13 · 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 ("the TMG Trust").

F15 · ownership.nature: These shares are held by the TMG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 1,636 $201.81 $330,164.10
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.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: 569,894

F13 · 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 ("the TMG Trust").

F19 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $201.49 to $202.07.

F15 · ownership.nature: These shares are held by the TMG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 595 $200.63 $119,375.68
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.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: 571,530

F13 · 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 ("the TMG Trust").

F18 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $200.29 to $200.95.

F15 · ownership.nature: These shares are held by the TMG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 482 $199.41 $96,116.44
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.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: 572,125

F13 · 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 ("the TMG Trust").

F17 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $199.13 to $199.62.

F15 · ownership.nature: These shares are held by the TMG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 614 $198.44 $121,839.15
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.xml · nonDerivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 572,607

F13 · 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 ("the TMG Trust").

F16 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $198.02 to $198.88.

F15 · ownership.nature: These shares are held by the TMG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 359 $196.66 $70,600.94
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.xml · nonDerivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 573,221

F13 · 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 ("the TMG Trust").

F14 · balance_after: The number of shares held reflects the transfer of 407,673 shares from Tristen Baird Willard, as trustee of the TMG Trust, to the 2020 GRAT.

F15 · ownership.nature: These shares are held by the TMG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 280 $207.83 $58,193.60
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.xml · nonDerivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 567,331

F1 · 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 (the "JRG Trust").

F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $207.59 to $207.97.

F4 · ownership.nature: These shares are held by the JRG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 424 $206.41 $87,518.73
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 567,611

F1 · 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 (the "JRG Trust").

F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $206.29 to $206.79.

F4 · ownership.nature: These shares are held by the JRG Trust.

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December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 1,076 $205.56 $221,185.47
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 568,035

F1 · 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 (the "JRG Trust").

F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $205.22 to $206.09.

F4 · ownership.nature: These shares are held by the JRG Trust.

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December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 633 $204.23 $129,279.81
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 569,111

F1 · 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 (the "JRG Trust").

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $204.17 to $205.005.

F4 · ownership.nature: These shares are held by the JRG Trust.

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December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 188 $203.11 $38,184.68
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 569,744

F1 · 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 (the "JRG Trust").

F4 · ownership.nature: These shares are held by the JRG Trust.

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December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 1,276 $202.01 $257,758.38
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 569,932

F1 · 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 (the "JRG Trust").

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $201.67 to $202.50.

F4 · ownership.nature: These shares are held by the JRG Trust.

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December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 740 $201.23 $148,907.68
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 571,208

F1 · 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 (the "JRG Trust").

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $200.67 to $201.66.

F4 · ownership.nature: These shares are held by the JRG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 612 $199.92 $122,350.49
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 571,948

F1 · 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 (the "JRG Trust").

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $199.565 to $200.335.

F4 · ownership.nature: These shares are held by the JRG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 512 $198.94 $101,856.31
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 572,560

F1 · 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 (the "JRG Trust").

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $198.37 to $199.34.

F4 · ownership.nature: These shares are held by the JRG Trust.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:12 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 508 $196.75 $99,950.93
Disclosure

SEC source: 0001628280-21-024547 · wf-form4_163858391883274.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 573,072

F1 · 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 (the "JRG Trust").

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $196.425 to $197.385. 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 footnote (2), footnotes (5) through (12), and footnotes (16) through (22) to this Form 4.

F3 · balance_after: The number of shares held reflects the transfer of 407,673 shares from Tristen Baird Willard, as trustee of the JRG Trust, to David J. Girouard, as trustee of the Girouard 2020 GRAT, dated October 19, 2020 (the "2020 GRAT").

F4 · ownership.nature: These shares are held by the JRG Trust.

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December 01, 2021 Filed Dec 4, 2021 02:10 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 1,053 $207.72 $218,724.00
Disclosure

SEC source: 0001628280-21-024545 · wf-form4_163858384214408.xml · nonDerivative · entry 28

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,308

F3 · 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.

F32 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $207.07 to $207.97.

F5 · 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.

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December 01, 2021 Filed Dec 4, 2021 02:10 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 2,358 $206.25 $486,329.95
Disclosure

SEC source: 0001628280-21-024545 · wf-form4_163858384214408.xml · nonDerivative · entry 27

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,361

F3 · 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.

F31 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $205.89 to $206.79.

F5 · 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.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:10 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 2,672 $205.44 $548,946.64
Disclosure

SEC source: 0001628280-21-024545 · wf-form4_163858384214408.xml · nonDerivative · entry 26

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,719

F3 · 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.

F30 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $204.885. to $205.855.

F5 · 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.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:10 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 2,378 $204.15 $485,466.80
Disclosure

SEC source: 0001628280-21-024545 · wf-form4_163858384214408.xml · nonDerivative · entry 25

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,391

F3 · 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.

F29 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $203.51 to $204.39.

F5 · 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.

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December 01, 2021 Filed Dec 4, 2021 02:10 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 4,820 $202.64 $976,709.38
Disclosure

SEC source: 0001628280-21-024545 · wf-form4_163858384214408.xml · nonDerivative · entry 24

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,769

F3 · 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.

F28 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $202.275 to $203.21.

F5 · 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.

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December 01, 2021 Filed Dec 4, 2021 02:10 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 15,814 $201.78 $3,190,920.45
Disclosure

SEC source: 0001628280-21-024545 · wf-form4_163858384214408.xml · nonDerivative · entry 23

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,589

F3 · 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.

F27 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $201.265 to $202.19.

F5 · 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.

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December 01, 2021 Filed Dec 4, 2021 02:10 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 7,865 $200.68 $1,578,315.95
Disclosure

SEC source: 0001628280-21-024545 · wf-form4_163858384214408.xml · nonDerivative · entry 22

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,403

F3 · 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.

F26 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $200.235 to $201.10.

F5 · 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.

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December 01, 2021 Filed Dec 4, 2021 02:10 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 8,558 $199.67 $1,708,743.34
Disclosure

SEC source: 0001628280-21-024545 · wf-form4_163858384214408.xml · nonDerivative · entry 21

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,268

F3 · 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.

F25 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $199.22 to $200.195.

F5 · 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.

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December 01, 2021 Filed Dec 4, 2021 02:10 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 8,562 $198.69 $1,701,221.45
Disclosure

SEC source: 0001628280-21-024545 · wf-form4_163858384214408.xml · nonDerivative · entry 20

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,826

F3 · 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.

F24 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $198.20 to $199.18.

F5 · 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.

Read SEC document
December 01, 2021 Filed Dec 4, 2021 02:10 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 6,615 $197.68 $1,307,672.38
Disclosure

SEC source: 0001628280-21-024545 · wf-form4_163858384214408.xml · nonDerivative · entry 19

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107,388

F3 · 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.

F23 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $197.20 to $198.19.

F5 · 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.

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.