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Nasdaq · USD

VERX

Vertex, Inc.

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Tapewire entity
4427
SEC CIK
0001806837
Parsed reports
324

Last 12 months

Inside the activity.

5 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202640
Mar 202610
Apr 202600
May 202601
Jun 202600
Jul 202600
Aug 202600
Sep 202600
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 19, 2026 Filed Feb 23, 2026 21:45 UTC
Rowland Bryan T.R.GENERAL COUNSEL
GrantRestricted Stock Units · Derivative 43,443 $0.00 $0.00
Disclosure

SEC source: 0001607606-26-000004 · form4-02232026_090233.xml · derivative · entry 1

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,443

Underlying: Class A Common Stock · 43,443 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock.

F2 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030.

F2 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 21:44 UTC
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
GrantRestricted Stock Units · Derivative 269,399 $0.00 $0.00
Disclosure

SEC source: 0001249289-26-000004 · form4-02232026_090250.xml · derivative · entry 1

SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 269,399

Underlying: Class A Common Stock · 269,399 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock.

F2 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030.

F2 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030.

Read SEC document
February 17, 2026 Filed Feb 18, 2026 17:22 UTC
Westphal JeffreySee Remarks
PurchaseClass A Common Stock 150,000 $12.53 $1,880,235.00
Disclosure

SEC source: 0001104659-26-017154 · tm266765-1_4seq1.xml · nonDerivative · entry 2

Westphal Jeffrey · CIK 0001818851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By The 2009 Jeffrey R. Westphal Generation Skipping Trust

Disclosed balance after: 397,740

F2 · price: The shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $12.35 to $13.13 per share on February 17, 2026. The $12.5349 purchase price reported above is the weighted average purchase price. The Reporting Person undertakes to provide upon request by the Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 17:22 UTC
Westphal JeffreySee Remarks
PurchaseClass A Common Stock 247,740 $13.08 $3,241,058.55
Disclosure

SEC source: 0001104659-26-017154 · tm266765-1_4seq1.xml · nonDerivative · entry 1

Westphal Jeffrey · CIK 0001818851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By The 2009 Jeffrey R. Westphal Generation Skipping Trust

Disclosed balance after: 247,740

F1 · price: The shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $12.73 to $13.44 per share on February 13, 2026. The $13.0825 purchase price reported above is the weighted average purchase price. The Reporting Person undertakes to provide upon request by the Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:18 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Exercise / conversionRestricted Stock Units · Derivative 4,088 $0.00 $0.00
Disclosure

SEC source: 0001607606-26-000002 · form4-02122026_090207.xml · derivative · entry 3

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,088 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 represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: This restricted stock unit award is fully vested.

F3 · derivative.expiration_date: This restricted stock unit award is fully vested.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:18 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Tax withholdingClass A Common Stock 1,341 $14.88 $19,954.08
Disclosure

SEC source: 0001607606-26-000002 · form4-02122026_090207.xml · nonDerivative · entry 2

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,339

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:18 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Exercise / conversionClass A Common Stock 4,088 $0.00 $0.00
Disclosure

SEC source: 0001607606-26-000002 · form4-02122026_090207.xml · nonDerivative · entry 1

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,680

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

F1 · balance_after: Includes 460 shares acquired through the Company's Employee Stock Purchase Plan.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:17 UTC
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
Exercise / conversionRestricted Stock Units · Derivative 24,010 $0.00 $0.00
Disclosure

SEC source: 0001249289-26-000002 · form4-02122026_090227.xml · derivative · entry 3

SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 24,010 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 represents a contingent right to receive one share of the Issuers Class A Common Stock.

F2 · derivative.exercise_date: This restricted stock unit award is fully vested.

F2 · derivative.expiration_date: This restricted stock unit award is fully vested.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:17 UTC
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
Tax withholdingClass A Common Stock 13,489 $14.88 $200,716.32
Disclosure

SEC source: 0001249289-26-000002 · form4-02122026_090227.xml · nonDerivative · entry 2

SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,145

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:17 UTC
SCHWAB JOHN RCHIEF FINANCIAL OFFICER
Exercise / conversionClass A Common Stock 24,010 $0.00 $0.00
Disclosure

SEC source: 0001249289-26-000002 · form4-02122026_090227.xml · nonDerivative · entry 1

SCHWAB JOHN R · CIK 0001249289 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,634

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.

Read SEC document
January 30, 2026 Filed Feb 3, 2026 21:15 UTC
Leib Ryan JChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 4,019 $0.00 $0.00
Disclosure

SEC source: 0001659260-26-000002 · form4-02032026_090237.xml · derivative · entry 3

Leib Ryan J · CIK 0001659260 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,039

Underlying: Class A Common Stock · 4,019 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 represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The remaining restricted stock units that will vest in two equal installments on each of February 1, 2027 and February 1, 2028 and have no expiration date.

F3 · derivative.expiration_date: The remaining restricted stock units that will vest in two equal installments on each of February 1, 2027 and February 1, 2028 and have no expiration date.

Read SEC document
January 30, 2026 Filed Feb 3, 2026 21:15 UTC
Leib Ryan JChief Accounting Officer
Tax withholdingClass A Common Stock 1,359 $18.55 $25,209.45
Disclosure

SEC source: 0001659260-26-000002 · form4-02032026_090237.xml · nonDerivative · entry 2

Leib Ryan J · CIK 0001659260 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,120

Read SEC document
January 30, 2026 Filed Feb 3, 2026 21:15 UTC
Leib Ryan JChief Accounting Officer
Exercise / conversionClass A Common Stock 4,019 $0.00 $0.00
Disclosure

SEC source: 0001659260-26-000002 · form4-02032026_090237.xml · nonDerivative · entry 1

Leib Ryan J · CIK 0001659260 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,479

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

F1 · balance_after: Includes 460 shares acquired through the Company's Employee Stock Purchase Plan.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 21:16 UTC
Young Christopher DavidDirector · President and CEO
GrantRestricted Stock Units · Derivative 1,300,728 $0.00 $0.00
Disclosure

SEC source: 0001647655-25-000007 · form4-12032025_091231.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,300,728

Underlying: Class A Common Stock · 1,300,728 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of November 10, 2026, November 10, 2027, November 10, 2028 and November 10, 2029.

F2 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of November 10, 2026, November 10, 2027, November 10, 2028 and November 10, 2029.

Read SEC document
June 24, 2025 Filed Jun 24, 2025 18:11 UTC SaleClass A Common Stock 14,425 $35.24 $508,388.93
Disclosure

SEC source: 0001104659-25-062185 · tm2518844-1_4seq1.xml · nonDerivative · entry 3

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,073.706

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.445.

Read SEC document
June 23, 2025 Filed Jun 24, 2025 18:11 UTC SaleClass A Common Stock 510 $35.00 $17,850.00
Disclosure

SEC source: 0001104659-25-062185 · tm2518844-1_4seq1.xml · nonDerivative · entry 2

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187,498.706

Read SEC document
June 20, 2025 Filed Jun 24, 2025 18:11 UTC SaleClass A Common Stock 8,832 $35.12 $310,171.89
Disclosure

SEC source: 0001104659-25-062185 · tm2518844-1_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 188,008.706

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.625.

Read SEC document
June 18, 2025 Filed Jun 18, 2025 19:18 UTC SaleClass A Common Stock 157,874 $35.93 $5,672,633.84
Disclosure

SEC source: 0001104659-25-060726 · tm2518355-1_4seq1.xml · nonDerivative · entry 3

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 196,840.706

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.31 to $36.915.

Read SEC document
June 17, 2025 Filed Jun 18, 2025 19:18 UTC SaleClass A Common Stock 145,111 $37.16 $5,392,469.87
Disclosure

SEC source: 0001104659-25-060726 · tm2518355-1_4seq1.xml · nonDerivative · entry 2

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 354,714.706

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.845 to $37.57.

Read SEC document
June 16, 2025 Filed Jun 18, 2025 19:18 UTC SaleClass A Common Stock 78,248 $36.87 $2,884,722.07
Disclosure

SEC source: 0001104659-25-060726 · tm2518355-1_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 499,825.706

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.70 to $37.08.

Read SEC document
June 11, 2025 Filed Jun 13, 2025 16:28 UTC
Radcliffe Amanda WestphalDirector · 10% owner
GrantClass A Common Stock 5,327 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-017195 · form4-06132025_080609.xml · nonDerivative · entry 1

Radcliffe Amanda Westphal · CIK 0001818517 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,392

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 11, 2026.

Read SEC document
June 11, 2025 Filed Jun 13, 2025 16:27 UTC
Thompson Stefanie WestphalDirector · 10% owner
GrantClass A Common Stock 5,327 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-017194 · form4-06132025_080645.xml · nonDerivative · entry 1

Thompson Stefanie Westphal · CIK 0001818515 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,357

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 11, 2026.

Read SEC document
June 11, 2025 Filed Jun 13, 2025 16:28 UTC GrantClass A Common Stock 5,327 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-017197 · form4-06132025_080636.xml · nonDerivative · entry 1

Stamm John Richard · CIK 0001818885 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,047

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 11, 2026.

Read SEC document
June 11, 2025 Filed Jun 13, 2025 20:29 UTC GrantClass A Common Stock 5,327 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-017199 · form4-06132025_080606.xml · nonDerivative · entry 1

Gayton Bradley M · CIK 0001660138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,862

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 11, 2026.

Read SEC document
June 11, 2025 Filed Jun 13, 2025 20:27 UTC GrantClass A Common Stock 5,327 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-017193 · form4-06132025_080616.xml · nonDerivative · entry 1

Saunders Philip Seth · CIK 0001371044 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,968

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 11, 2026.

Read SEC document
June 11, 2025 Filed Jun 13, 2025 20:26 UTC GrantClass A Common Stock 5,327 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-017192 · form4-06132025_080648.xml · nonDerivative · entry 1

ANDERSEN ERIC C. · CIK 0001552411 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,341

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 11, 2026.

Read SEC document
June 11, 2025 Filed Jun 13, 2025 20:26 UTC GrantClass A Common Stock 5,327 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-017191 · form4-06132025_080615.xml · nonDerivative · entry 1

Mendola Mark J · CIK 0002060448 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,327

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 11, 2026.

Read SEC document
June 09, 2025 Filed Jun 11, 2025 15:21 UTC
Westphal JeffreySee Remarks
ConversionClass B Common Stock · Derivative 332,244 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-058504 · tm2517712-1_4seq1.xml · derivative · entry 11

Westphal Jeffrey · CIK 0001818851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Rainer J. Westphal 2007 Separate Non-Exempt Trust FBO Jeffrey Westphal

Disclosed balance after: 0

Underlying: Class A Common Stock · 332,244 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: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (i) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (ii) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.

F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (i) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (ii) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.

F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (i) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (ii) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.

Read SEC document
June 09, 2025 Filed Jun 11, 2025 15:21 UTC
Westphal JeffreySee Remarks
ConversionClass B Common Stock · Derivative 1,153,756 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-058504 · tm2517712-1_4seq1.xml · derivative · entry 10

Westphal Jeffrey · CIK 0001818851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,153,756 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: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (i) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (ii) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.

F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (i) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (ii) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.

F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (i) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (ii) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.

Read SEC document
June 09, 2025 Filed Jun 11, 2025 15:21 UTC
Westphal JeffreySee Remarks
ConversionClass B Common Stock · Derivative 1,514,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-058504 · tm2517712-1_4seq1.xml · derivative · entry 8

Westphal Jeffrey · CIK 0001818851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By The 2009 Jeffrey R. Westphal Generation Skipping Trust

Disclosed balance after: 1,125,927

Underlying: Class A Common Stock · 1,514,000 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.

F1 · derivative.exercise_price: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (i) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (ii) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.

F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (i) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (ii) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.

F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (i) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (ii) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.

Read SEC document
June 09, 2025 Filed Jun 11, 2025 15:21 UTC
Westphal JeffreySee Remarks
SaleClass A Common Stock 332,244 $38.45 $12,774,781.80
Disclosure

SEC source: 0001104659-25-058504 · tm2517712-1_4seq1.xml · nonDerivative · entry 6

Westphal Jeffrey · CIK 0001818851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Rainer J. Westphal 2007 Separate Non-Exempt Trust FBO Jeffrey Westphal

Disclosed balance after: 0

F2 · price: The reported securities were sold in a block sale at a per share price of $38.45.

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June 09, 2025 Filed Jun 11, 2025 15:21 UTC
Westphal JeffreySee Remarks
ConversionClass A Common Stock 332,244 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-058504 · tm2517712-1_4seq1.xml · nonDerivative · entry 5

Westphal Jeffrey · CIK 0001818851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Rainer J. Westphal 2007 Separate Non-Exempt Trust FBO Jeffrey Westphal

Disclosed balance after: 332,244

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.

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June 09, 2025 Filed Jun 11, 2025 15:21 UTC
Westphal JeffreySee Remarks
SaleClass A Common Stock 1,153,756 $38.45 $44,361,918.20
Disclosure

SEC source: 0001104659-25-058504 · tm2517712-1_4seq1.xml · nonDerivative · entry 4

Westphal Jeffrey · CIK 0001818851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal

Disclosed balance after: 0

F2 · price: The reported securities were sold in a block sale at a per share price of $38.45.

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June 09, 2025 Filed Jun 11, 2025 15:21 UTC
Westphal JeffreySee Remarks
ConversionClass A Common Stock 1,153,756 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-058504 · tm2517712-1_4seq1.xml · nonDerivative · entry 3

Westphal Jeffrey · CIK 0001818851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal

Disclosed balance after: 1,153,756

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.

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June 09, 2025 Filed Jun 11, 2025 15:21 UTC
Westphal JeffreySee Remarks
SaleClass A Common Stock 1,514,000 $38.45 $58,213,300.00
Disclosure

SEC source: 0001104659-25-058504 · tm2517712-1_4seq1.xml · nonDerivative · entry 2

Westphal Jeffrey · CIK 0001818851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By The 2009 Jeffrey R. Westphal Generation Skipping Trust

Disclosed balance after: 0

F2 · price: The reported securities were sold in a block sale at a per share price of $38.45.

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June 09, 2025 Filed Jun 11, 2025 15:21 UTC
Westphal JeffreySee Remarks
ConversionClass A Common Stock 1,514,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-058504 · tm2517712-1_4seq1.xml · nonDerivative · entry 1

Westphal Jeffrey · CIK 0001818851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By The 2009 Jeffrey R. Westphal Generation Skipping Trust

Disclosed balance after: 1,514,000

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.

Read SEC document
May 20, 2025 Filed May 22, 2025 16:14 UTC ConversionClass B Common Stock · Derivative 600,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014131 · form4-05222025_080546.xml · derivative · entry 2

ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 · CIK 0001818818 · 10% owner · 13(d) Group Member

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,341,750

Underlying: Class A Common Stock · 600,000 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.

F1 · derivative.exercise_price: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.

F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.

F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.

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May 20, 2025 Filed May 22, 2025 16:14 UTC ConversionClass A Common Stock 600,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014131 · form4-05222025_080546.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 · CIK 0001818818 · 10% owner · 13(d) Group Member

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 600,000

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.

Read SEC document
May 20, 2025 Filed May 22, 2025 16:12 UTC ConversionClass B Common Stock · Derivative 400,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014127 · form4-05222025_080531.xml · derivative · entry 2

ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 · CIK 0001818835 · 10% owner · 13(d) Group Member

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,583,967.844

Underlying: Class A Common Stock · 400,000 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.

F1 · derivative.exercise_price: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.

F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.

F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.

F2 · balance_after: The Form 3 originally filed by the reporting person understated the reporting person's ownership of Class B Common Stock by approximately 2,744.164 shares. This Form 4 reflects the correct number of shares.

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May 20, 2025 Filed May 22, 2025 16:12 UTC ConversionClass A Common Stock 400,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014127 · form4-05222025_080531.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 · CIK 0001818835 · 10% owner · 13(d) Group Member

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 400,000

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.

Read SEC document
May 20, 2025 Filed May 22, 2025 16:13 UTC ConversionClass B Common Stock · Derivative 300,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014129 · form4-05222025_080547.xml · derivative · entry 2

ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 · CIK 0001818853 · 10% owner · 13(d) Group Member

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,641,750

Underlying: Class A Common Stock · 300,000 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.

F1 · derivative.exercise_price: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.

F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.

F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.

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May 20, 2025 Filed May 22, 2025 16:13 UTC ConversionClass A Common Stock 300,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014129 · form4-05222025_080547.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 · CIK 0001818853 · 10% owner · 13(d) Group Member

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 300,000

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.

Read SEC document
May 20, 2025 Filed May 22, 2025 16:15 UTC ConversionClass B Common Stock · Derivative 22,500 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014151 · form4-05222025_080548.xml · derivative · entry 2

2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON · CIK 0001818917 · 10% owner · 13(d) Group Member

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,080.918

Underlying: Class A Common Stock · 22,500 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.

F1 · derivative.exercise_price: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.

F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.

F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock.

F2 · balance_after: The Form 3 originally filed by the reporting person understated the reporting person's ownership of Class B Common Stock by approximately 7,317.758 shares. This Form 4 reflects the correct number of shares.

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May 20, 2025 Filed May 22, 2025 16:15 UTC ConversionClass A Common Stock 22,500 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-014151 · form4-05222025_080548.xml · nonDerivative · entry 1

2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON · CIK 0001818917 · 10% owner · 13(d) Group Member

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,500

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.

Read SEC document
May 13, 2025 Filed May 14, 2025 16:29 UTC
DeStefano DavidDirector · PRESIDENT & CEO
Exercise / conversionStock Option · Derivative 186,591 $0.00 Strike: $3.73 $0.00
Disclosure

SEC source: 0001415889-25-012874 · form4-05142025_080501.xml · derivative · entry 12

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 186,591 shares

Expires 2029-12-20

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

F7 · derivative.exercise_date: This option is fully vested and exercisable.

Read SEC document
May 13, 2025 Filed May 14, 2025 16:29 UTC
DeStefano DavidDirector · PRESIDENT & CEO
SaleClass A Common Stock 58,844 $38.06 $2,239,555.56
Disclosure

SEC source: 0001415889-25-012874 · form4-05142025_080501.xml · nonDerivative · entry 8

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,066,587

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $37.79 to $38.28, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder 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 above.

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May 13, 2025 Filed May 14, 2025 16:29 UTC
DeStefano DavidDirector · PRESIDENT & CEO
SaleClass A Common Stock 50,571 $37.27 $1,884,846.91
Disclosure

SEC source: 0001415889-25-012874 · form4-05142025_080501.xml · nonDerivative · entry 7

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,125,431

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $36.79 to $37.78, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder 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 above.

Read SEC document
May 13, 2025 Filed May 14, 2025 16:29 UTC
DeStefano DavidDirector · PRESIDENT & CEO
Exercise / conversionClass A Common Stock 186,591 $3.73 $696,730.79
Disclosure

SEC source: 0001415889-25-012874 · form4-05142025_080501.xml · nonDerivative · entry 6

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,176,002

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.

Read SEC document
May 13, 2025 Filed May 14, 2025 20:30 UTC
Leib Ryan JChief Accounting Officer
SaleClass A Common Stock 5,755 $38.00 $218,690.00
Disclosure

SEC source: 0001415889-25-012876 · form4-05142025_080559.xml · nonDerivative · entry 1

Leib Ryan J · CIK 0001659260 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
May 12, 2025 Filed May 14, 2025 16:29 UTC
DeStefano DavidDirector · PRESIDENT & CEO
Exercise / conversionStock Option · Derivative 132,799 $0.00 Strike: $32.16 $0.00
Disclosure

SEC source: 0001415889-25-012874 · form4-05142025_080501.xml · derivative · entry 11

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 132,799 shares

Expires 2031-03-01

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.

F7 · derivative.exercise_date: This option is fully vested and exercisable.

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.