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Nasdaq · USD

UPWK

UPWORK, INC

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4876
SEC CIK
0001627475
Parsed reports
386

Last 12 months

Inside the activity.

0 purchase rows · 43 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 2025013
Dec 202504
Jan 202600
Feb 202605
Mar 202605
Apr 202600
May 202604
Jun 202603
Jul 202601
Aug 202604
Sep 202604
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
February 18, 2024 Filed Feb 22, 2024 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionCommon Stock 7,610 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-001588 · primarydocument.xml · nonDerivative · entry 4

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,131,960

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
February 18, 2024 Filed Feb 22, 2024 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionCommon Stock 9,589 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-001588 · primarydocument.xml · nonDerivative · entry 3

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,124,350

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
February 18, 2024 Filed Feb 22, 2024 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionCommon Stock 2,563 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-001588 · primarydocument.xml · nonDerivative · entry 2

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,114,761

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
February 18, 2024 Filed Feb 22, 2024 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionCommon Stock 5,100 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-001588 · primarydocument.xml · nonDerivative · entry 1

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,112,198

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
January 19, 2024 Filed Jan 22, 2024 19:00 UTC
Marie OlivierChief Accounting Officer
SaleCommon Stock 259 $14.25 $3,691.03
Disclosure

SEC source: 0001562180-24-000563 · primarydocument.xml · nonDerivative · entry 2

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,528

F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.14 to $14.31 per share, inclusive. 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
January 18, 2024 Filed Jan 22, 2024 19:00 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionRestricted Stock Units (RSU) · Derivative 591 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000563 · primarydocument.xml · derivative · entry 3

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,366

Underlying: Common Stock · 591 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: Represents RSUs that vested as to 25% of the total shares on January 18, 2022, and then 1/16th of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date.

F4 · derivative.expiration_date: Represents RSUs that vested as to 25% of the total shares on January 18, 2022, and then 1/16th of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date.

Read SEC document
January 18, 2024 Filed Jan 22, 2024 19:00 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionCommon Stock 591 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-000563 · primarydocument.xml · nonDerivative · entry 1

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,787

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
December 20, 2023 Filed Dec 20, 2023 19:38 UTC
Marie OlivierChief Accounting Officer
SaleCommon Stock 857 $15.27 $13,086.39
Disclosure

SEC source: 0001562180-23-008517 · primarydocument.xml · nonDerivative · entry 3

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,196

F4 · kind: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 30, 2023.

Read SEC document
December 20, 2023 Filed Dec 22, 2023 19:00 UTC GiftCommon Stock 9,076 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-008549 · primarydocument.xml · nonDerivative · entry 2

GRETSCH GREGORY C. · CIK 0001517236 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote (3)

Disclosed balance after: 35,020

F1 · shares: Bona fide gift

F3 · ownership.direct: Shares are held by a trust for the benefit of the Reporting Person's children.

Read SEC document
December 20, 2023 Filed Dec 22, 2023 19:00 UTC GiftCommon Stock 9,076 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-008549 · primarydocument.xml · nonDerivative · entry 1

GRETSCH GREGORY C. · CIK 0001517236 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote (2)

Disclosed balance after: 714,162

F1 · shares: Bona fide gift

F2 · ownership.direct: Shares are held by a trust for the benefit of the Reporting Person and his spouse.

Read SEC document
December 18, 2023 Filed Dec 20, 2023 19:38 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 2,634 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-008517 · primarydocument.xml · derivative · entry 4

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 26,347

Underlying: Common Stock · 2,634 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F5 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on September 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

F5 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on September 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

Read SEC document
December 18, 2023 Filed Dec 20, 2023 19:38 UTC
Marie OlivierChief Accounting Officer
SaleCommon Stock 919 $15.50 $14,245.60
Disclosure

SEC source: 0001562180-23-008517 · primarydocument.xml · nonDerivative · entry 2

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,053

F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.46 to $15.61 per share, inclusive. 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
December 18, 2023 Filed Dec 20, 2023 19:38 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionCommon Stock 2,634 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-008517 · primarydocument.xml · nonDerivative · entry 1

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,972

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
December 18, 2023 Filed Dec 21, 2023 00:38 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionRestricted Stock Units · Derivative 54,396 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-008516 · primarydocument.xml · derivative · entry 3

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 54,396 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: 6.25% of the total shares vested on March 18, 2020, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment as the Chief Executive Officer of the Issuer.

F4 · derivative.expiration_date: 6.25% of the total shares vested on March 18, 2020, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment as the Chief Executive Officer of the Issuer.

Read SEC document
December 18, 2023 Filed Dec 21, 2023 00:38 UTC
Brown HaydenDirector · President & CEO
SaleCommon Stock 27,189 $15.50 $421,464.85
Disclosure

SEC source: 0001562180-23-008516 · primarydocument.xml · nonDerivative · entry 2

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,107,098

F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.46 to $15.61 per share, inclusive. 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
December 18, 2023 Filed Dec 21, 2023 00:38 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionCommon Stock 54,396 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-008516 · primarydocument.xml · nonDerivative · entry 1

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,134,287

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
December 05, 2023 Filed Dec 8, 2023 00:01 UTC
Steele GaryDirector
SaleCommon Stock 15,000 $13.77 $206,518.50
Disclosure

SEC source: 0001562180-23-008220 · primarydocument.xml · nonDerivative · entry 1

Steele Gary · CIK 0001547434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,735

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.73 to $13.815 per share, inclusive. 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 22, 2023 Filed Nov 27, 2023 19:01 UTC
Marie OlivierChief Accounting Officer
SaleCommon Stock 1,686 $13.88 $23,401.68
Disclosure

SEC source: 0001562180-23-007946 · primarydocument.xml · nonDerivative · entry 1

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,338

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 30, 2023.

Read SEC document
November 20, 2023 Filed Nov 21, 2023 19:01 UTC
Marie OlivierChief Accounting Officer
SaleCommon Stock 941 $14.40 $13,547.39
Disclosure

SEC source: 0001562180-23-007859 · primarydocument.xml · nonDerivative · entry 3

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,024

F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.22 to $14.75 per share, inclusive. 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 20, 2023 Filed Nov 22, 2023 00:01 UTC
Brown HaydenDirector · President & CEO
SaleCommon Stock 22,177 $14.40 $319,288.92
Disclosure

SEC source: 0001562180-23-007858 · primarydocument.xml · nonDerivative · entry 6

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,079,891

F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.22 to $14.76 per share, inclusive. 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 18, 2023 Filed Nov 21, 2023 19:01 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 1,200 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-007859 · primarydocument.xml · derivative · entry 5

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,800

Underlying: Common Stock · 1,200 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F5 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2023, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

F5 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2023, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

Read SEC document
November 18, 2023 Filed Nov 21, 2023 19:01 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 1,427 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-007859 · primarydocument.xml · derivative · entry 4

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,843

Underlying: Common Stock · 1,427 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person on each vesting date.

F4 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person on each vesting date.

Read SEC document
November 18, 2023 Filed Nov 21, 2023 19:01 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionCommon Stock 1,200 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-007859 · primarydocument.xml · nonDerivative · entry 2

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,965

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
November 18, 2023 Filed Nov 21, 2023 19:01 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionCommon Stock 1,427 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-007859 · primarydocument.xml · nonDerivative · entry 1

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,765

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
November 18, 2023 Filed Nov 22, 2023 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionRestricted Stock Units · Derivative 18,333 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-007858 · primarydocument.xml · derivative · entry 11

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 238,334

Underlying: Common Stock · 18,333 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F8 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2023, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

F8 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2023, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

Read SEC document
November 18, 2023 Filed Nov 22, 2023 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionRestricted Stock Units · Derivative 7,611 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-007858 · primarydocument.xml · derivative · entry 10

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,493

Underlying: Common Stock · 7,611 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F7 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

F7 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

Read SEC document
November 18, 2023 Filed Nov 22, 2023 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionRestricted Stock Units · Derivative 9,589 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-007858 · primarydocument.xml · derivative · entry 9

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,301

Underlying: Common Stock · 9,589 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F6 · derivative.exercise_date: The RSUs vest 25% on February 18, 2023, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date.

F6 · derivative.expiration_date: The RSUs vest 25% on February 18, 2023, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date.

Read SEC document
November 18, 2023 Filed Nov 22, 2023 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionRestricted Stock Units · Derivative 2,562 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-007858 · primarydocument.xml · derivative · entry 8

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,813

Underlying: Common Stock · 2,562 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F5 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

F5 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

Read SEC document
November 18, 2023 Filed Nov 22, 2023 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionRestricted Stock Units · Derivative 5,098 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-007858 · primarydocument.xml · derivative · entry 7

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,500

Underlying: Common Stock · 5,098 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date.

F4 · derivative.expiration_date: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date.

Read SEC document
November 18, 2023 Filed Nov 22, 2023 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionCommon Stock 18,333 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-007858 · primarydocument.xml · nonDerivative · entry 5

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,102,068

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
November 18, 2023 Filed Nov 22, 2023 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionCommon Stock 7,611 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-007858 · primarydocument.xml · nonDerivative · entry 4

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,083,735

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
November 18, 2023 Filed Nov 22, 2023 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionCommon Stock 9,589 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-007858 · primarydocument.xml · nonDerivative · entry 3

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,076,124

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
November 18, 2023 Filed Nov 22, 2023 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionCommon Stock 2,562 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-007858 · primarydocument.xml · nonDerivative · entry 2

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,066,535

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
November 18, 2023 Filed Nov 22, 2023 00:01 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionCommon Stock 5,098 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-007858 · primarydocument.xml · nonDerivative · entry 1

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,063,973

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
November 16, 2023 Filed Nov 16, 2023 19:01 UTC
Marie OlivierChief Accounting Officer
SaleCommon Stock 3,105 $14.09 $43,751.31
Disclosure

SEC source: 0001562180-23-007740 · primarydocument.xml · nonDerivative · entry 2

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,338

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 30, 2023.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.91 to $14.39 per share, inclusive. 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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November 14, 2023 Filed Nov 16, 2023 19:01 UTC
Marie OlivierChief Accounting Officer
SaleCommon Stock 1,023 $14.23 $14,557.29
Disclosure

SEC source: 0001562180-23-007740 · primarydocument.xml · nonDerivative · entry 1

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,443

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 30, 2023.

F2 · balance_after: Includes 3,105 shares acquired under the Issuer's employee stock purchase plan on November 14, 2023.

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October 18, 2023 Filed Oct 20, 2023 19:00 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 591 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-007413 · primarydocument.xml · derivative · entry 3

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,957

Underlying: Common Stock · 591 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: Represents RSUs that vested as to 25% of the total shares on January 18, 2022, and then 1/16th of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date.

F4 · derivative.expiration_date: Represents RSUs that vested as to 25% of the total shares on January 18, 2022, and then 1/16th of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date.

Read SEC document
October 18, 2023 Filed Oct 20, 2023 19:00 UTC
Marie OlivierChief Accounting Officer
SaleCommon Stock 216 $11.22 $2,423.71
Disclosure

SEC source: 0001562180-23-007413 · primarydocument.xml · nonDerivative · entry 2

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,361

F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.13 to $11.35 per share, inclusive. 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
October 18, 2023 Filed Oct 20, 2023 19:00 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionCommon Stock 591 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-007413 · primarydocument.xml · nonDerivative · entry 1

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,577

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
September 18, 2023 Filed Sep 20, 2023 19:01 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 2,635 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-006970 · primarydocument.xml · derivative · entry 3

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,981

Underlying: Common Stock · 2,635 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on September 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

F4 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on September 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

Read SEC document
September 18, 2023 Filed Sep 20, 2023 19:01 UTC
Marie OlivierChief Accounting Officer
SaleCommon Stock 962 $12.73 $12,242.22
Disclosure

SEC source: 0001562180-23-006970 · primarydocument.xml · nonDerivative · entry 2

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,986

F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.54 to $13.03 per share, inclusive. 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 18, 2023 Filed Sep 20, 2023 19:01 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionCommon Stock 2,635 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-006970 · primarydocument.xml · nonDerivative · entry 1

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,948

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
September 18, 2023 Filed Sep 20, 2023 23:00 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionRestricted Stock Units (RSU) · Derivative 54,395 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-006969 · primarydocument.xml · derivative · entry 3

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,396

Underlying: Common Stock · 54,395 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: 6.25% of the total shares vested on March 18, 2020, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment as the Chief Executive Officer of the Issuer.

F4 · derivative.expiration_date: 6.25% of the total shares vested on March 18, 2020, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment as the Chief Executive Officer of the Issuer.

Read SEC document
September 18, 2023 Filed Sep 20, 2023 23:00 UTC
Brown HaydenDirector · President & CEO
SaleCommon Stock 28,457 $12.73 $362,138.09
Disclosure

SEC source: 0001562180-23-006969 · primarydocument.xml · nonDerivative · entry 2

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,058,875

F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.54 to $13.04 per share, inclusive. 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 18, 2023 Filed Sep 20, 2023 23:00 UTC
Brown HaydenDirector · President & CEO
Exercise / conversionCommon Stock 54,395 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-006969 · primarydocument.xml · nonDerivative · entry 1

Brown Hayden · CIK 0001753662 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,087,332

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

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
August 31, 2023 Filed Aug 31, 2023 19:55 UTC
Marie OlivierChief Accounting Officer
SaleCommon Stock 5,835 $15.20 $88,692.00
Disclosure

SEC source: 0001562180-23-006651 · primarydocument.xml · nonDerivative · entry 2

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,313

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 30, 2023.

Read SEC document
August 29, 2023 Filed Aug 31, 2023 19:55 UTC
Marie OlivierChief Accounting Officer
SaleCommon Stock 9,530 $14.34 $136,663.06
Disclosure

SEC source: 0001562180-23-006651 · primarydocument.xml · nonDerivative · entry 1

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,148

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 30, 2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.14 to $14.48 per share, inclusive. 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 19:08 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 1,200 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-006519 · primarydocument.xml · derivative · entry 7

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,000

Underlying: Common Stock · 1,200 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F6 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2023, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

F6 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2023, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 19:08 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 1,461 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-006519 · primarydocument.xml · derivative · entry 6

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,461 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F5 · derivative.exercise_date: The RSUs vest in equal quarterly installments on each quarterly anniversary, beginning on November 18, 2022 over four quarters of continuous service, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

F5 · derivative.expiration_date: The RSUs vest in equal quarterly installments on each quarterly anniversary, beginning on November 18, 2022 over four quarters of continuous service, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 19:08 UTC
Marie OlivierChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 1,427 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-006519 · primarydocument.xml · derivative · entry 5

Marie Olivier · CIK 0001932860 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,270

Underlying: Common Stock · 1,427 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person on each vesting date.

F4 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person on each vesting date.

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.