Tapewire

NYSE · USD

VEEV

VEEVA SYSTEMS INC

Export transactions ↓
Tapewire entity
2124
SEC CIK
0001393052
Parsed reports
1,181

Last 12 months

Inside the activity.

0 purchase rows · 13 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202601
Feb 202600
Mar 202601
Apr 202602
May 202600
Jun 202600
Jul 202601
Aug 202604
Sep 202602
Oct 202602

Latest available

Insider transactions

JSON API
Reset

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 16, 2021 Filed Dec 20, 2021 17:18 UTC ConversionClass B Common Stock · Derivative 6,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-025424 · wf-form4_164003870833254.xml · derivative · entry 4

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Codd Revocable Trust dtd 03/06/98

Disclosed balance after: 67,650

Underlying: Class A Common Stock · 6,000 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F2 · ownership.nature: Shares held by the Codd Revocable Trust dtd 03/06/98 (the "Codd Trust"). The Reporting Person is a trustee and beneficiary of the Codd Trust, and may be deemed to share voting and dispositive power with regard to the reported shares held by the Codd Trust.

Read SEC document
December 16, 2021 Filed Dec 20, 2021 17:18 UTC GiftClass A Common Stock 6,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-025424 · wf-form4_164003870833254.xml · nonDerivative · entry 2

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Codd Revocable Trust dtd 03/06/98

Disclosed balance after: 15,757

F3 · kind: This was a bona fide gift with no payment in consideration.

F3 · price: This was a bona fide gift with no payment in consideration.

F2 · ownership.nature: Shares held by the Codd Revocable Trust dtd 03/06/98 (the "Codd Trust"). The Reporting Person is a trustee and beneficiary of the Codd Trust, and may be deemed to share voting and dispositive power with regard to the reported shares held by the Codd Trust.

Read SEC document
December 16, 2021 Filed Dec 20, 2021 17:18 UTC ConversionClass A Common Stock 6,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-025424 · wf-form4_164003870833254.xml · nonDerivative · entry 1

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Codd Revocable Trust dtd 03/06/98

Disclosed balance after: 21,757

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F2 · ownership.nature: Shares held by the Codd Revocable Trust dtd 03/06/98 (the "Codd Trust"). The Reporting Person is a trustee and beneficiary of the Codd Trust, and may be deemed to share voting and dispositive power with regard to the reported shares held by the Codd Trust.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 23:10 UTC OtherClass A Common Stock 331 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-025339 · wf-form4_163978263284681.xml · nonDerivative · entry 2

Ritter Gordon · CIK 0001585857 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By the Ritter-Metzler Revocable Trust dated November 6, 2000

Disclosed balance after: 543,170

F2 · kind: Pro rata distribution from EEP II in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F3 · ownership.nature: Shares held by The Ritter-Metzler Revocable Trust dated November 6, 2000 (the "Trust"). The Reporting Person is a trustee and beneficiary of the Trust and may be deemed to share voting and dispositive power with regard to the reported shares held by the Trust. The Reporting Person disclaims beneficial ownership of the reported shares held by the Trust, except to the extent, if any, of his pecuniary interest therein.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 23:10 UTC OtherClass A Common Stock 1,330 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-025339 · wf-form4_163978263284681.xml · nonDerivative · entry 1

Ritter Gordon · CIK 0001585857 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: On December 15, 2021, the Reporting Person distributed in-kind, without consideration, 1,330 shares of Class A Common Stock pro-rata to Emergence Equity Partners II, L.P. ("EEP II"), in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended. EEP II then immediately distributed in-kind, without consideration, all 1,330 shares of Class A Common Stock pro-rata to its partners, in accordance with the exemption under Rule 16a-9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

Read SEC document
December 13, 2021 Filed Dec 15, 2021 17:47 UTC ConversionClass B Common Stock · Derivative 11,500 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-025157 · wf-form4_163960843622181.xml · derivative · entry 10

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 11,500 shares

Expires not disclosed

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

F9 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect after the closing of the IPO. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F9 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect after the closing of the IPO. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F9 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect after the closing of the IPO. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

Read SEC document
December 13, 2021 Filed Dec 15, 2021 17:47 UTC GrantClass B Common Stock · Derivative 11,500 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-025157 · wf-form4_163960843622181.xml · derivative · entry 9

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,500

Underlying: Class A Common Stock · 11,500 shares

Expires not disclosed

F9 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect after the closing of the IPO. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F9 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect after the closing of the IPO. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F9 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect after the closing of the IPO. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

Read SEC document
December 13, 2021 Filed Dec 15, 2021 17:47 UTC Exercise / conversionStock Option (right to purchase) · Derivative 11,500 $0.00 Strike: $1.11 $0.00
Disclosure

SEC source: 0001628280-21-025157 · wf-form4_163960843622181.xml · derivative · entry 8

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,625

Underlying: Class B Common Stock · 11,500 shares

Expires 2022-03-01

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

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F8 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time.

Read SEC document
December 13, 2021 Filed Dec 15, 2021 17:47 UTC SaleClass A Common Stock 2,775 $270.82 $751,538.27
Disclosure

SEC source: 0001628280-21-025157 · wf-form4_163960843622181.xml · nonDerivative · entry 6

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $270.43 to $271.18 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 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 13, 2021 Filed Dec 15, 2021 17:47 UTC SaleClass A Common Stock 2,717 $269.95 $733,453.61
Disclosure

SEC source: 0001628280-21-025157 · wf-form4_163960843622181.xml · nonDerivative · entry 5

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,996

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $269.4350 to $270.42 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 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 13, 2021 Filed Dec 15, 2021 17:47 UTC SaleClass A Common Stock 2,019 $268.83 $542,764.14
Disclosure

SEC source: 0001628280-21-025157 · wf-form4_163960843622181.xml · nonDerivative · entry 4

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,713

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $268.42 to $269.4050 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 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 13, 2021 Filed Dec 15, 2021 17:47 UTC SaleClass A Common Stock 2,582 $268.02 $692,033.06
Disclosure

SEC source: 0001628280-21-025157 · wf-form4_163960843622181.xml · nonDerivative · entry 3

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,732

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $267.37 to $268.36 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 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 13, 2021 Filed Dec 15, 2021 17:47 UTC SaleClass A Common Stock 1,407 $266.91 $375,536.60
Disclosure

SEC source: 0001628280-21-025157 · wf-form4_163960843622181.xml · nonDerivative · entry 2

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,314

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $266.3150 to $267.28 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 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 13, 2021 Filed Dec 15, 2021 17:47 UTC ConversionClass A Common Stock 11,500 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-025157 · wf-form4_163960843622181.xml · nonDerivative · entry 1

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,721

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 22:36 UTC Exercise / conversionRestricted Stock Units · Derivative 197 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024540 · wf-form4_163857100010384.xml · derivative · entry 2

Chamberlain Paul Edward · CIK 0001659774 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 394

Underlying: Class A Common Stock · 197 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F3 · derivative.exercise_date: On June 23, 2021, the Reporting Person was granted 788 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 23, 2021, the Reporting Person was granted 788 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 22:36 UTC Exercise / conversionClass A Common Stock 197 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024540 · wf-form4_163857100010384.xml · nonDerivative · entry 1

Chamberlain Paul Edward · CIK 0001659774 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,182

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 22:31 UTC Exercise / conversionRestricted Stock Units · Derivative 205 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024538 · wf-form4_163857069731942.xml · derivative · entry 3

Carges Mark T · CIK 0001303935 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 410

Underlying: Class A Common Stock · 205 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F5 · derivative.exercise_date: On June 23, 2021, the Reporting Person was granted 820 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F5 · derivative.expiration_date: On June 23, 2021, the Reporting Person was granted 820 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 22:31 UTC Exercise / conversionClass A Common Stock 205 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024538 · wf-form4_163857069731942.xml · nonDerivative · entry 1

Carges Mark T · CIK 0001303935 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 205

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F3 · balance_after: Reflects 7,209 shares transferred from the Reporting Person's direct ownership to the Mark Carges Revocable Trust, as defined below, prior to the date of earliest transaction of reported herein.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 22:24 UTC Exercise / conversionRestricted Stock Units · Derivative 189 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024530 · wf-form4_163857024633284.xml · derivative · entry 2

SEKHRI PAUL J · CIK 0001264519 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 378

Underlying: Class A Common Stock · 189 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F3 · derivative.exercise_date: On June 23, 2021, the Reporting Person was granted 756 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 23, 2021, the Reporting Person was granted 756 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 22:24 UTC Exercise / conversionClass A Common Stock 189 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024530 · wf-form4_163857024633284.xml · nonDerivative · entry 1

SEKHRI PAUL J · CIK 0001264519 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,424

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 18:49 UTC Exercise / conversionRestricted Stock Units · Derivative 221 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024542 · wf-form4_163857532767794.xml · derivative · entry 3

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 442

Underlying: Class A Common Stock · 221 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F5 · derivative.exercise_date: On June 23, 2021, the Reporting Person was granted 884 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F5 · derivative.expiration_date: On June 23, 2021, the Reporting Person was granted 884 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 18:49 UTC Exercise / conversionClass A Common Stock 221 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024542 · wf-form4_163857532767794.xml · nonDerivative · entry 1

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F3 · balance_after: Reflects 25 shares transferred from the Reporting Person's direct ownership to the Codd Trust, as defined below, prior to the date of earliest transaction reported herein.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 22:21 UTC Exercise / conversionRestricted Stock Units · Derivative 197 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024528 · wf-form4_163857005313176.xml · derivative · entry 2

Hedley Mary Lynne · CIK 0001340823 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 394

Underlying: Class A Common Stock · 197 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F3 · derivative.exercise_date: On June 23, 2021, the Reporting Person was granted 788 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 23, 2021, the Reporting Person was granted 788 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 22:21 UTC Exercise / conversionClass A Common Stock 197 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024528 · wf-form4_163857005313176.xml · nonDerivative · entry 1

Hedley Mary Lynne · CIK 0001340823 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,136

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 22:29 UTC Exercise / conversionRestricted Stock Units · Derivative 181 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024536 · wf-form4_163857053183586.xml · derivative · entry 2

Wallach Matthew J · CIK 0001585819 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 362

Underlying: Class A Common Stock · 181 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F3 · derivative.exercise_date: On June 23, 2021, the Reporting Person was granted 724 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 23, 2021, the Reporting Person was granted 724 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 22:29 UTC Exercise / conversionClass A Common Stock 181 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024536 · wf-form4_163857053183586.xml · nonDerivative · entry 1

Wallach Matthew J · CIK 0001585819 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,884

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 22:26 UTC Exercise / conversionRestricted Stock Units · Derivative 230 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024533 · wf-form4_163857039713413.xml · derivative · entry 4

Ritter Gordon · CIK 0001585857 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 458

Underlying: Class A Common Stock · 230 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F5 · derivative.exercise_date: On June 23, 2021, the Reporting Person was granted 917 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F5 · derivative.expiration_date: On June 23, 2021, the Reporting Person was granted 917 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2021, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 22:26 UTC Exercise / conversionClass A Common Stock 230 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024533 · wf-form4_163857039713413.xml · nonDerivative · entry 1

Ritter Gordon · CIK 0001585857 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,330

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

Read SEC document
November 18, 2021 Filed Nov 22, 2021 22:08 UTC
Faddis JonathanSVP, Gen. Counsel, Secretary
ConversionClass B Common Stock · Derivative 1,666 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023978 · wf-form4_163761886750310.xml · derivative · entry 5

Faddis Jonathan · CIK 0001502670 · SVP, Gen. Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,666 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

Read SEC document
November 18, 2021 Filed Nov 22, 2021 22:08 UTC
Faddis JonathanSVP, Gen. Counsel, Secretary
GrantClass B Common Stock · Derivative 1,666 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023978 · wf-form4_163761886750310.xml · derivative · entry 4

Faddis Jonathan · CIK 0001502670 · SVP, Gen. Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,666

Underlying: Class A Common Stock · 1,666 shares

Expires not disclosed

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

Read SEC document
November 18, 2021 Filed Nov 22, 2021 22:08 UTC
Faddis JonathanSVP, Gen. Counsel, Secretary
Exercise / conversionStock Option (right to buy) · Derivative 1,666 $0.00 Strike: $3.92 $0.00
Disclosure

SEC source: 0001628280-21-023978 · wf-form4_163761886750310.xml · derivative · entry 3

Faddis Jonathan · CIK 0001502670 · SVP, Gen. Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,667

Underlying: Class B Common Stock · 1,666 shares

Expires 2023-03-09

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time.

Read SEC document
November 18, 2021 Filed Nov 22, 2021 22:08 UTC
Faddis JonathanSVP, Gen. Counsel, Secretary
SaleClass A Common Stock 1,666 $316.88 $527,922.08
Disclosure

SEC source: 0001628280-21-023978 · wf-form4_163761886750310.xml · nonDerivative · entry 2

Faddis Jonathan · CIK 0001502670 · SVP, Gen. Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,192

F2 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person.

Read SEC document
November 18, 2021 Filed Nov 22, 2021 22:08 UTC
Faddis JonathanSVP, Gen. Counsel, Secretary
ConversionClass A Common Stock 1,666 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023978 · wf-form4_163761886750310.xml · nonDerivative · entry 1

Faddis Jonathan · CIK 0001502670 · SVP, Gen. Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,858

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
November 12, 2021 Filed Nov 16, 2021 21:15 UTC ConversionClass B Common Stock · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023521 · wf-form4_163709712554145.xml · derivative · entry 7

Wallach Matthew J · CIK 0001585819 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,000

Underlying: Class A Common Stock · 5,000 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.

F7 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F7 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F7 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F9 · balance_after: Represents 130,000 shares of Class B Common Stock held by the Reporting Person and Cristina Wallach as joint tenants with right of survivorship.

Read SEC document
November 12, 2021 Filed Nov 16, 2021 21:15 UTC GrantClass B Common Stock · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023521 · wf-form4_163709712554145.xml · derivative · entry 6

Wallach Matthew J · CIK 0001585819 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 135,000

Underlying: Class A Common Stock · 5,000 shares

Expires not disclosed

F7 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F7 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F7 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F8 · balance_after: Represents 135,000 shares of Class B Common Stock held by the Reporting Person and Cristina Wallach as joint tenants with right of survivorship.

Read SEC document
November 12, 2021 Filed Nov 16, 2021 21:15 UTC Exercise / conversionStock Option (right to buy) · Derivative 5,000 $0.00 Strike: $3.92 $0.00
Disclosure

SEC source: 0001628280-21-023521 · wf-form4_163709712554145.xml · derivative · entry 5

Wallach Matthew J · CIK 0001585819 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,000

Underlying: Class B Common Stock · 5,000 shares

Expires 2023-03-09

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F6 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time.

Read SEC document
November 12, 2021 Filed Nov 16, 2021 21:15 UTC SaleClass A Common Stock 1,172 $317.23 $371,788.17
Disclosure

SEC source: 0001628280-21-023521 · wf-form4_163709712554145.xml · nonDerivative · entry 4

Wallach Matthew J · CIK 0001585819 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,703

F2 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $316.8400 to $317.6200 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 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 12, 2021 Filed Nov 16, 2021 21:15 UTC SaleClass A Common Stock 3,287 $316.13 $1,039,124.90
Disclosure

SEC source: 0001628280-21-023521 · wf-form4_163709712554145.xml · nonDerivative · entry 3

Wallach Matthew J · CIK 0001585819 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,875

F2 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $315.6200 to $316.6100 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 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 12, 2021 Filed Nov 16, 2021 21:15 UTC SaleClass A Common Stock 541 $314.88 $170,352.24
Disclosure

SEC source: 0001628280-21-023521 · wf-form4_163709712554145.xml · nonDerivative · entry 2

Wallach Matthew J · CIK 0001585819 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,162

F2 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted 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 $314.4300 to $315.4100 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 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 12, 2021 Filed Nov 16, 2021 21:15 UTC ConversionClass A Common Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023521 · wf-form4_163709712554145.xml · nonDerivative · entry 1

Wallach Matthew J · CIK 0001585819 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,703

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

Read SEC document
November 10, 2021 Filed Nov 12, 2021 21:35 UTC
MATEO ALANEVP Global Sales
Exercise / conversionStock Option (right to purchase) · Derivative 2,347 $0.00 Strike: $26.99 $0.00
Disclosure

SEC source: 0001628280-21-023185 · wf-form4_163675291054272.xml · derivative · entry 6

MATEO ALAN · CIK 0001595244 · EVP Global Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,852

Underlying: Class A Common Stock · 2,347 shares

Expires 2025-04-30

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

F6 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time.

Read SEC document
November 10, 2021 Filed Nov 12, 2021 21:35 UTC
MATEO ALANEVP Global Sales
SaleClass A Common Stock 100 $316.92 $31,692.00
Disclosure

SEC source: 0001628280-21-023185 · wf-form4_163675291054272.xml · nonDerivative · entry 4

MATEO ALAN · CIK 0001595244 · EVP Global Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,661

F2 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person.

Read SEC document
November 10, 2021 Filed Nov 12, 2021 21:35 UTC
MATEO ALANEVP Global Sales
SaleClass A Common Stock 1,200 $315.83 $378,990.00
Disclosure

SEC source: 0001628280-21-023185 · wf-form4_163675291054272.xml · nonDerivative · entry 3

MATEO ALAN · CIK 0001595244 · EVP Global Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,761

F2 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $315.6000 to $316.1400 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 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 10, 2021 Filed Nov 12, 2021 21:35 UTC
MATEO ALANEVP Global Sales
SaleClass A Common Stock 1,047 $314.89 $329,686.90
Disclosure

SEC source: 0001628280-21-023185 · wf-form4_163675291054272.xml · nonDerivative · entry 2

MATEO ALAN · CIK 0001595244 · EVP Global Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,961

F2 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted 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 $314.5700 to $315.1000 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 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 10, 2021 Filed Nov 12, 2021 21:35 UTC
MATEO ALANEVP Global Sales
Exercise / conversionClass A Common Stock 2,347 $26.99 $63,345.53
Disclosure

SEC source: 0001628280-21-023185 · wf-form4_163675291054272.xml · nonDerivative · entry 1

MATEO ALAN · CIK 0001595244 · EVP Global Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,008

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.

Read SEC document
November 02, 2021 Filed Nov 4, 2021 21:19 UTC ConversionClass B Common Stock · Derivative 7,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-021873 · wf-form4_163607513527348.xml · derivative · entry 4

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Codd Revocable Trust dtd 03/06/98

Disclosed balance after: 73,650

Underlying: Class A Common Stock · 7,000 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.

F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F3 · ownership.nature: Shares held by the Codd Revocable Trust dtd 03/06/98 (the "Codd Trust). The Reporting Person is a trustee and beneficiary of the Codd Trust, and may be deemed to share voting and dispositive power with regard to the reported shares held by the Codd Trust.

Read SEC document
November 02, 2021 Filed Nov 4, 2021 21:19 UTC GiftClass A Common Stock 7,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-021873 · wf-form4_163607513527348.xml · nonDerivative · entry 2

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Codd Revocable Trust dtd 03/06/98

Disclosed balance after: 15,732

F4 · kind: This was a bona fide gift with no payment in consideration.

F4 · price: This was a bona fide gift with no payment in consideration.

F3 · ownership.nature: Shares held by the Codd Revocable Trust dtd 03/06/98 (the "Codd Trust). The Reporting Person is a trustee and beneficiary of the Codd Trust, and may be deemed to share voting and dispositive power with regard to the reported shares held by the Codd Trust.

Read SEC document
November 02, 2021 Filed Nov 4, 2021 21:19 UTC ConversionClass A Common Stock 7,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-021873 · wf-form4_163607513527348.xml · nonDerivative · entry 1

CODD RONALD E F · CIK 0001201177 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Codd Revocable Trust dtd 03/06/98

Disclosed balance after: 22,732

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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F2 · balance_after: Reflects 750 shares transferred from the Reporting Person's direct ownership to the Codd Trust, as defined below, prior to the date of earliest transaction reported herein.

F3 · ownership.nature: Shares held by the Codd Revocable Trust dtd 03/06/98 (the "Codd Trust). The Reporting Person is a trustee and beneficiary of the Codd Trust, and may be deemed to share voting and dispositive power with regard to the reported shares held by the Codd Trust.

Read SEC document
November 02, 2021 Filed Nov 5, 2021 01:20 UTC
Faddis JonathanSVP, Gen. Counsel, Secretary
GiftClass A Common Stock 575 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-021874 · wf-form4_163607524024578.xml · nonDerivative · entry 1

Faddis Jonathan · CIK 0001502670 · SVP, Gen. Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,192

F1 · kind: This was a bona fide gift with no payment in consideration.

Read SEC document
October 18, 2021 Filed Oct 20, 2021 20:16 UTC
Faddis JonathanSVP, Gen. Counsel, Secretary
ConversionClass B Common Stock · Derivative 1,667 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-020279 · wf-form4_163476097033955.xml · derivative · entry 5

Faddis Jonathan · CIK 0001502670 · SVP, Gen. Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,667 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.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023.

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.