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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
September 02, 2025 Filed Sep 4, 2025 21:45 UTC SaleCommon Stock 500 $69.21 $34,605.00
Disclosure

SEC source: 0001647639-25-000114 · wk-form4_1757022346.xml · nonDerivative · entry 1

Cooper Kerry Whorton · CIK 0001817263 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 25,434

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 29, 2024.

F2 · ownership.nature: These shares are held by the Edward and Kerry Cooper Living Trust, for which the Reporting Person and her spouse serve as co-trustees.

Read SEC document
September 02, 2025 Filed Sep 4, 2025 21:47 UTC SaleCommon Stock 1,439 $69.21 $99,593.19
Disclosure

SEC source: 0001647639-25-000116 · wk-form4_1757022421.xml · nonDerivative · entry 1

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,081

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F2 · balance_after: Certain of these securities listed in Column 5 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
September 02, 2025 Filed Sep 4, 2025 21:48 UTC
Gu PaulDirector · Chief Technology Offier
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 2,500 $8.88 Strike: $8.88 $22,200.00
Disclosure

SEC source: 0001647639-25-000118 · wk-form4_1757022497.xml · derivative · entry 6

Gu Paul · CIK 0001832812 · Director · Chief Technology Offier

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 181,336

Underlying: Common Stock · 2,500 shares

Expires 2030-01-31

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.

F5 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

Read SEC document
September 02, 2025 Filed Sep 4, 2025 21:48 UTC
Gu PaulDirector · Chief Technology Offier
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 2,500 $3.80 Strike: $3.80 $9,500.00
Disclosure

SEC source: 0001647639-25-000118 · wk-form4_1757022497.xml · derivative · entry 5

Gu Paul · CIK 0001832812 · Director · Chief Technology Offier

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,500

Underlying: Common Stock · 2,500 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.

F5 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

Read SEC document
September 02, 2025 Filed Sep 4, 2025 21:48 UTC
Gu PaulDirector · Chief Technology Offier
SaleCommon Stock 2,337 $68.91 $161,038.46
Disclosure

SEC source: 0001647639-25-000118 · wk-form4_1757022497.xml · nonDerivative · entry 4

Gu Paul · CIK 0001832812 · Director · Chief Technology Offier

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,147,156

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 21, 2025.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.80 to $69.125. 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.

Read SEC document
September 02, 2025 Filed Sep 4, 2025 21:48 UTC
Gu PaulDirector · Chief Technology Offier
SaleCommon Stock 2,663 $68.35 $182,020.84
Disclosure

SEC source: 0001647639-25-000118 · wk-form4_1757022497.xml · nonDerivative · entry 3

Gu Paul · CIK 0001832812 · Director · Chief Technology Offier

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,149,493

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 21, 2025.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.795 to $68.78. 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.

Read SEC document
September 02, 2025 Filed Sep 4, 2025 21:48 UTC
Gu PaulDirector · Chief Technology Offier
Exercise / conversionCommon Stock 2,500 $8.88 $22,200.00
Disclosure

SEC source: 0001647639-25-000118 · wk-form4_1757022497.xml · nonDerivative · entry 2

Gu Paul · CIK 0001832812 · Director · Chief Technology Offier

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,152,156

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 21, 2025.

Read SEC document
September 02, 2025 Filed Sep 4, 2025 21:48 UTC
Gu PaulDirector · Chief Technology Offier
Exercise / conversionCommon Stock 2,500 $3.80 $9,500.00
Disclosure

SEC source: 0001647639-25-000118 · wk-form4_1757022497.xml · nonDerivative · entry 1

Gu Paul · CIK 0001832812 · Director · Chief Technology Offier

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,149,656

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 21, 2025.

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
August 25, 2025 Filed Aug 26, 2025 20:31 UTC SaleCommon Stock 1,024 $68.00 $69,632.00
Disclosure

SEC source: 0001647639-25-000110 · wk-form4_1756240313.xml · nonDerivative · entry 3

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,520

F1 · kind: The option exercises and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2024.

Read SEC document
August 25, 2025 Filed Aug 27, 2025 20:38 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 6,402 $68.00 $435,336.00
Disclosure

SEC source: 0001647639-25-000112 · wk-form4_1756327119.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 123,898

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 27, 2024.

F2 · balance_after: Certain of these securities listed in Column 5 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
August 22, 2025 Filed Aug 26, 2025 20:31 UTC Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 365 $25.90 Strike: $25.90 $9,453.50
Disclosure

SEC source: 0001647639-25-000110 · wk-form4_1756240313.xml · derivative · entry 4

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,947

Underlying: Common Stock · 365 shares

Expires 2032-08-31

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 sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2024.

F4 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 20:31 UTC SaleCommon Stock 365 $70.00 $25,551.46
Disclosure

SEC source: 0001647639-25-000110 · wk-form4_1756240313.xml · nonDerivative · entry 2

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,544

F1 · kind: The option exercises and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.025. 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.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 20:31 UTC Exercise / conversionCommon Stock 365 $25.90 $9,453.50
Disclosure

SEC source: 0001647639-25-000110 · wk-form4_1756240313.xml · nonDerivative · entry 1

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,909

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 sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2024.

F2 · balance_after: Certain of these securities listed in Column 5 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
August 20, 2025 Filed Aug 22, 2025 20:38 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 139 $63.31 $8,800.09
Disclosure

SEC source: 0001647639-25-000106 · wk-form4_1755895080.xml · nonDerivative · entry 3

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 130,300

F5 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 27, 2024.

Read SEC document
August 20, 2025 Filed Aug 22, 2025 20:38 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 1 $61.80 $61.80
Disclosure

SEC source: 0001647639-25-000106 · wk-form4_1755895080.xml · nonDerivative · entry 2

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 130,439

F1 · kind: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).

Read SEC document
August 20, 2025 Filed Aug 22, 2025 20:38 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 6,713 $61.12 $410,296.55
Disclosure

SEC source: 0001647639-25-000106 · wk-form4_1755895080.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 130,440

F1 · kind: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.77 to $61.47. 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.

F3 · balance_after: Includes 139 shares acquired on August 15, 2025 under the Issuer's 2020 Employee Stock Purchase Plan.

F4 · balance_after: Certain of these securities listed in Column 5 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
August 20, 2025 Filed Aug 22, 2025 20:39 UTC SaleCommon Stock 1,079 $61.12 $65,943.73
Disclosure

SEC source: 0001647639-25-000108 · wk-form4_1755895172.xml · nonDerivative · entry 1

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,544

F1 · kind: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.83 to $61.51. 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.

F3 · balance_after: Certain of the securities reported in Column 5 are 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
August 20, 2025 Filed Aug 22, 2025 20:34 UTC
Datta SanjayChief Financial Officer
SaleCommon Stock 13,473 $61.12 $823,452.25
Disclosure

SEC source: 0001647639-25-000104 · wk-form4_1755894844.xml · nonDerivative · entry 1

Datta Sanjay · CIK 0001832808 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 297,904

F1 · kind: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.74 to $61.52. 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.

F3 · balance_after: Includes 21 shares acquired on August 15, 2025 under the Issuer's 2020 Employee Stock Purchase Plan.

F4 · balance_after: Certain of the securities reported in Column 5 are 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
August 15, 2025 Filed Aug 19, 2025 21:54 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 41,667 $0.83 Strike: $0.83 $34,583.61
Disclosure

SEC source: 0001647639-25-000102 · wk-form4_1755640467.xml · derivative · entry 10

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 876,742

Underlying: Common Stock · 41,667 shares

Expires 2026-09-20

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

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 August 29, 2024.

F10 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

Read SEC document
August 15, 2025 Filed Aug 19, 2025 21:54 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 2,890 $63.91 $184,691.81
Disclosure

SEC source: 0001647639-25-000102 · wk-form4_1755640467.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,614

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 August 29, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.83 to $63.91. 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.

Read SEC document
August 15, 2025 Filed Aug 19, 2025 21:54 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 38,777 $63.23 $2,451,741.75
Disclosure

SEC source: 0001647639-25-000102 · wk-form4_1755640467.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 55,504

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 August 29, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.725 to $63.625. 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.

Read SEC document
August 15, 2025 Filed Aug 19, 2025 21:54 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
Exercise / conversionCommon Stock 41,667 $0.83 $34,583.61
Disclosure

SEC source: 0001647639-25-000102 · wk-form4_1755640467.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 94,281

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 August 29, 2024.

Read SEC document
August 01, 2025 Filed Aug 5, 2025 20:30 UTC
Darling ScottChief Legal Officer
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 4,000 $13.22 Strike: $13.22 $52,880.00
Disclosure

SEC source: 0001647639-25-000095 · wk-form4_1754425813.xml · derivative · entry 4

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 204,527

Underlying: Common Stock · 4,000 shares

Expires 2032-12-31

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 sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 27, 2024.

F5 · derivative.exercise_date: 1/48 of the shares subject to the option shall vest on January 20, 2023 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
August 01, 2025 Filed Aug 5, 2025 20:30 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 1,000 $80.00 $80,003.00
Disclosure

SEC source: 0001647639-25-000095 · wk-form4_1754425813.xml · nonDerivative · entry 3

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 137,014

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 27, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.00 to $80.01. 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.

Read SEC document
August 01, 2025 Filed Aug 5, 2025 20:30 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 3,000 $77.93 $233,803.50
Disclosure

SEC source: 0001647639-25-000095 · wk-form4_1754425813.xml · nonDerivative · entry 2

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 138,014

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 27, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.75 to $78.115. 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.

Read SEC document
August 01, 2025 Filed Aug 5, 2025 20:30 UTC
Darling ScottChief Legal Officer
Exercise / conversionCommon Stock 4,000 $13.22 $52,880.00
Disclosure

SEC source: 0001647639-25-000095 · wk-form4_1754425813.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 141,014

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 sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 27, 2024.

F2 · balance_after: Certain of these securities listed in Column 5 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
August 01, 2025 Filed Aug 5, 2025 20:30 UTC Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 365 $25.90 Strike: $25.90 $9,453.50
Disclosure

SEC source: 0001647639-25-000096 · wk-form4_1754425837.xml · derivative · entry 3

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,312

Underlying: Common Stock · 365 shares

Expires 2032-08-31

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 sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2024.

F4 · derivative.exercise_date: 1/36th of the shares subject to the option shall vest on September 20, 2022 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
August 01, 2025 Filed Aug 5, 2025 20:30 UTC SaleCommon Stock 365 $77.97 $28,457.48
Disclosure

SEC source: 0001647639-25-000096 · wk-form4_1754425837.xml · nonDerivative · entry 2

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,623

F1 · kind: The option exercises and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.88 to $78.29. 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.

Read SEC document
August 01, 2025 Filed Aug 5, 2025 20:30 UTC Exercise / conversionCommon Stock 365 $25.90 $9,453.50
Disclosure

SEC source: 0001647639-25-000096 · wk-form4_1754425837.xml · nonDerivative · entry 1

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,988

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 sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2024.

F2 · balance_after: Certain of these securities listed in Column 5 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
July 15, 2025 Filed Jul 17, 2025 20:45 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 41,667 $0.83 Strike: $0.83 $34,583.61
Disclosure

SEC source: 0001647639-25-000078 · wk-form4_1752785145.xml · derivative · entry 10

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 918,409

Underlying: Common Stock · 41,667 shares

Expires 2026-09-20

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

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 August 29, 2024.

F10 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

Read SEC document
July 15, 2025 Filed Jul 17, 2025 20:45 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 9,548 $75.54 $721,225.37
Disclosure

SEC source: 0001647639-25-000078 · wk-form4_1752785145.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,614

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 August 29, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.30 to $76.14. 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.

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July 15, 2025 Filed Jul 17, 2025 20:45 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 32,119 $74.93 $2,406,606.01
Disclosure

SEC source: 0001647639-25-000078 · wk-form4_1752785145.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 62,162

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 August 29, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.30 to $75.29. 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.

Read SEC document
July 15, 2025 Filed Jul 17, 2025 20:45 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
Exercise / conversionCommon Stock 41,667 $0.83 $34,583.61
Disclosure

SEC source: 0001647639-25-000078 · wk-form4_1752785145.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 94,281

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 August 29, 2024.

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July 08, 2025 Filed Jul 10, 2025 20:32 UTC
Darling ScottChief Legal Officer
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 5,000 $13.22 Strike: $13.22 $66,100.00
Disclosure

SEC source: 0001647639-25-000074 · wk-form4_1752179532.xml · derivative · entry 3

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 208,527

Underlying: Common Stock · 5,000 shares

Expires 2032-12-31

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 sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 27, 2024.

F4 · derivative.exercise_date: 1/48 of the shares subject to the option shall vest on January 20, 2023 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

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July 08, 2025 Filed Jul 10, 2025 20:32 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 5,000 $80.04 $400,209.50
Disclosure

SEC source: 0001647639-25-000074 · wk-form4_1752179532.xml · nonDerivative · entry 2

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 137,014

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 27, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.00 to $80.07. 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.

Read SEC document
July 08, 2025 Filed Jul 10, 2025 20:32 UTC
Darling ScottChief Legal Officer
Exercise / conversionCommon Stock 5,000 $13.22 $66,100.00
Disclosure

SEC source: 0001647639-25-000074 · wk-form4_1752179532.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 142,014

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 sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 27, 2024.

F2 · balance_after: Certain of these securities listed in Column 5 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
July 08, 2025 Filed Jul 10, 2025 20:35 UTC Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 4,000 $25.90 Strike: $25.90 $103,600.00
Disclosure

SEC source: 0001647639-25-000076 · wk-form4_1752179692.xml · derivative · entry 3

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,677

Underlying: Common Stock · 4,000 shares

Expires 2032-08-31

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 sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2024.

F4 · derivative.exercise_date: 1/36th of the shares subject to the option shall vest on September 20, 2022 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
July 08, 2025 Filed Jul 10, 2025 20:35 UTC SaleCommon Stock 4,000 $80.07 $320,270.00
Disclosure

SEC source: 0001647639-25-000076 · wk-form4_1752179692.xml · nonDerivative · entry 2

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,623

F1 · kind: The option exercises and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.00 to $80.07. 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.

Read SEC document
July 08, 2025 Filed Jul 10, 2025 20:35 UTC Exercise / conversionCommon Stock 4,000 $25.90 $103,600.00
Disclosure

SEC source: 0001647639-25-000076 · wk-form4_1752179692.xml · nonDerivative · entry 1

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,623

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 sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2024.

F2 · balance_after: Certain of these securities listed in Column 5 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
July 02, 2025 Filed Jul 3, 2025 18:31 UTC
Darling ScottChief Legal Officer
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 5,000 $13.22 Strike: $13.22 $66,100.00
Disclosure

SEC source: 0001647639-25-000070 · wk-form4_1751567496.xml · derivative · entry 6

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 213,527

Underlying: Common Stock · 5,000 shares

Expires 2032-12-31

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.

F4 · derivative.exercise_date: 1/48 of the shares subject to the option shall vest on January 20, 2023 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
July 02, 2025 Filed Jul 3, 2025 18:31 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 5,000 $70.04 $350,176.00
Disclosure

SEC source: 0001647639-25-000070 · wk-form4_1751567496.xml · nonDerivative · entry 4

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 137,014

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 27, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.07. 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.

Read SEC document
July 02, 2025 Filed Jul 3, 2025 18:31 UTC
Darling ScottChief Legal Officer
Exercise / conversionCommon Stock 5,000 $13.22 $66,100.00
Disclosure

SEC source: 0001647639-25-000070 · wk-form4_1751567496.xml · nonDerivative · entry 3

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 142,014

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 sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 27, 2024.

Read SEC document
July 02, 2025 Filed Jul 7, 2025 20:35 UTC Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 1,073 $15.23 Strike: $15.23 $16,341.79
Disclosure

SEC source: 0001647639-25-000072 · wk-form4_1751920526.xml · derivative · entry 5

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,073 shares

Expires 2033-03-17

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

F5 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

Read SEC document
July 02, 2025 Filed Jul 7, 2025 20:35 UTC Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 5,460 $25.90 Strike: $25.90 $141,414.00
Disclosure

SEC source: 0001647639-25-000072 · wk-form4_1751920526.xml · derivative · entry 4

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,677

Underlying: Common Stock · 5,460 shares

Expires 2032-08-31

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.

F4 · derivative.exercise_date: 1/36th of the shares subject to the option shall vest on September 20, 2022 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
July 02, 2025 Filed Jul 7, 2025 20:35 UTC SaleCommon Stock 6,533 $70.06 $457,674.54
Disclosure

SEC source: 0001647639-25-000072 · wk-form4_1751920526.xml · nonDerivative · entry 3

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,623

F1 · shares: The option exercises and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.07. 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.

Read SEC document
July 02, 2025 Filed Jul 7, 2025 20:35 UTC Exercise / conversionCommon Stock 1,073 $15.23 $16,341.79
Disclosure

SEC source: 0001647639-25-000072 · wk-form4_1751920526.xml · nonDerivative · entry 2

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 31,156

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 · shares: The option exercises and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2024.

Read SEC document
July 02, 2025 Filed Jul 7, 2025 20:35 UTC Exercise / conversionCommon Stock 5,460 $25.90 $141,414.00
Disclosure

SEC source: 0001647639-25-000072 · wk-form4_1751920526.xml · nonDerivative · entry 1

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,083

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 · shares: The option exercises and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2024.

F2 · balance_after: Certain of these securities listed in Column 5 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
July 01, 2025 Filed Jul 3, 2025 18:31 UTC
Darling ScottChief Legal Officer
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 2,000 $13.22 Strike: $13.22 $26,440.00
Disclosure

SEC source: 0001647639-25-000070 · wk-form4_1751567496.xml · derivative · entry 5

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 218,527

Underlying: Common Stock · 2,000 shares

Expires 2032-12-31

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.

F4 · derivative.exercise_date: 1/48 of the shares subject to the option shall vest on January 20, 2023 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
July 01, 2025 Filed Jul 3, 2025 18:31 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 2,000 $63.56 $127,120.00
Disclosure

SEC source: 0001647639-25-000070 · wk-form4_1751567496.xml · nonDerivative · entry 2

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 137,014

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 27, 2024.

Read SEC document
July 01, 2025 Filed Jul 3, 2025 18:31 UTC
Darling ScottChief Legal Officer
Exercise / conversionCommon Stock 2,000 $13.22 $26,440.00
Disclosure

SEC source: 0001647639-25-000070 · wk-form4_1751567496.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 139,014

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 sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 27, 2024.

F2 · balance_after: Certain of these securities listed in Column 5 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.