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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
November 13, 2023 Filed Nov 14, 2023 23:00 UTC SaleClass A Common Stock 20,000 $27.35 $546,922.00
Disclosure

SEC source: 0001104659-23-118273 · tm2329829-3_4seq1.xml · nonDerivative · entry 2

ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,589,000

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.15 to $27.69.

Read SEC document
November 13, 2023 Filed Nov 15, 2023 18:22 UTC SaleClass A Common Stock 15,527 $27.23 $422,865.42
Disclosure

SEC source: 0001104659-23-118826 · tm2329829-4_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: 1,892,020.706

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.093 to $27.370.

Read SEC document
November 13, 2023 Filed Nov 15, 2023 23:23 UTC SaleClass A Common Stock 4,682 $27.35 $128,048.49
Disclosure

SEC source: 0001104659-23-118828 · tm2329829-5_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,184,318

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.305 to $27.390.

Read SEC document
November 10, 2023 Filed Nov 13, 2023 22:30 UTC SaleClass A common stock 6,934 $27.37 $189,783.58
Disclosure

SEC source: 0000950170-23-063141 · ownership.xml · nonDerivative · entry 3

Tensile Capital Management LP · CIK 0001598843 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Tensile Capital Partners Master Fund LP

Disclosed balance after: 5,396,299

F5 · price: This transaction was executed in multiple trades at prices ranging from $27.33 to $28.10; the price reported above reflects the weighted average sale price. The Reporting Persons undertake 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 and prices at which the transaction was effected.

F2 · ownership.nature: The shares are held directly by Tensile Capital Partners Master Fund LP. The reporting persons ("Reporting Persons") are Douglas J. Dossey, Arthur C. Young, Tensile Capital Management LP, Tensile Capital Management GP LLC, Tensile Capital GP LLC and Tensile Capital Partners Master Fund LP.

F3 · ownership.nature: The general partner and investment adviser of Tensile Capital Partners Master Fund LP are Tensile Capital GP LLC and Tensile Capital Management LP, respectively. The general partner of Tensile Capital Management LP is Tensile Capital Management GP LLC.

F4 · ownership.nature: Douglas J. Dossey and Arthur C. Young are the controlling principals of Tensile Capital Management LP, Tensile Capital Management GP LLC, and Tensile Capital GP LLC. Each of the Reporting Persons may be deemed to share beneficial ownership of the shares with Tensile Capital Partners Master Fund LP. Each of the Reporting Persons disclaim beneficial ownership of the shares, except to the extent of such person's pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is the beneficial owner of the shares for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

Read SEC document
November 10, 2023 Filed Nov 14, 2023 23:00 UTC SaleClass A Common Stock 280,000 $27.17 $7,607,936.00
Disclosure

SEC source: 0001104659-23-118273 · tm2329829-3_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,609,000

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.75 to $28.00.

Read SEC document
November 09, 2023 Filed Nov 13, 2023 22:30 UTC SaleClass A common stock 53,484 $27.29 $1,459,578.36
Disclosure

SEC source: 0000950170-23-063141 · ownership.xml · nonDerivative · entry 2

Tensile Capital Management LP · CIK 0001598843 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Tensile Capital Partners Master Fund LP

Disclosed balance after: 5,403,233

F2 · ownership.nature: The shares are held directly by Tensile Capital Partners Master Fund LP. The reporting persons ("Reporting Persons") are Douglas J. Dossey, Arthur C. Young, Tensile Capital Management LP, Tensile Capital Management GP LLC, Tensile Capital GP LLC and Tensile Capital Partners Master Fund LP.

F3 · ownership.nature: The general partner and investment adviser of Tensile Capital Partners Master Fund LP are Tensile Capital GP LLC and Tensile Capital Management LP, respectively. The general partner of Tensile Capital Management LP is Tensile Capital Management GP LLC.

F4 · ownership.nature: Douglas J. Dossey and Arthur C. Young are the controlling principals of Tensile Capital Management LP, Tensile Capital Management GP LLC, and Tensile Capital GP LLC. Each of the Reporting Persons may be deemed to share beneficial ownership of the shares with Tensile Capital Partners Master Fund LP. Each of the Reporting Persons disclaim beneficial ownership of the shares, except to the extent of such person's pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is the beneficial owner of the shares for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

Read SEC document
November 09, 2023 Filed Nov 13, 2023 22:30 UTC SaleClass A common stock 200,000 $26.27 $5,254,000.00
Disclosure

SEC source: 0000950170-23-063141 · ownership.xml · nonDerivative · entry 1

Tensile Capital Management LP · CIK 0001598843 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Tensile Capital Partners Master Fund LP

Disclosed balance after: 5,456,717

F1 · price: This transaction was executed in multiple trades at prices ranging from $26.07 to $26.90; the price reported above reflects the weighted average sale price. The Reporting Persons (as defined below) undertake 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 and prices at which the transaction was effected.

F2 · ownership.nature: The shares are held directly by Tensile Capital Partners Master Fund LP. The reporting persons ("Reporting Persons") are Douglas J. Dossey, Arthur C. Young, Tensile Capital Management LP, Tensile Capital Management GP LLC, Tensile Capital GP LLC and Tensile Capital Partners Master Fund LP.

F3 · ownership.nature: The general partner and investment adviser of Tensile Capital Partners Master Fund LP are Tensile Capital GP LLC and Tensile Capital Management LP, respectively. The general partner of Tensile Capital Management LP is Tensile Capital Management GP LLC.

F4 · ownership.nature: Douglas J. Dossey and Arthur C. Young are the controlling principals of Tensile Capital Management LP, Tensile Capital Management GP LLC, and Tensile Capital GP LLC. Each of the Reporting Persons may be deemed to share beneficial ownership of the shares with Tensile Capital Partners Master Fund LP. Each of the Reporting Persons disclaim beneficial ownership of the shares, except to the extent of such person's pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is the beneficial owner of the shares for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

Read SEC document
November 08, 2023 Filed Nov 8, 2023 23:08 UTC SaleClass A Common Stock 105,337 $22.72 $2,393,067.03
Disclosure

SEC source: 0001104659-23-115852 · tm2329829-2_4seq1.xml · nonDerivative · entry 3

ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,889,000

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.32 to $23.37.

Read SEC document
November 07, 2023 Filed Nov 8, 2023 23:08 UTC SaleClass A Common Stock 157,387 $23.12 $3,638,708.75
Disclosure

SEC source: 0001104659-23-115852 · tm2329829-2_4seq1.xml · nonDerivative · entry 2

ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,994,337

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.20 to $23.44.

Read SEC document
November 06, 2023 Filed Nov 8, 2023 23:08 UTC SaleClass A Common Stock 126,155 $22.29 $2,811,717.41
Disclosure

SEC source: 0001104659-23-115852 · tm2329829-2_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,151,724

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $23.46.

Read SEC document
November 03, 2023 Filed Nov 4, 2023 00:08 UTC SaleClass A Common Stock 168,208 $23.36 $3,928,800.61
Disclosure

SEC source: 0001104659-23-114403 · tm2329829-1_4seq1.xml · nonDerivative · entry 3

ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,277,879

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.00 to $23.65.

Read SEC document
November 02, 2023 Filed Nov 4, 2023 00:08 UTC SaleClass A Common Stock 79,718 $23.33 $1,859,820.94
Disclosure

SEC source: 0001104659-23-114403 · tm2329829-1_4seq1.xml · nonDerivative · entry 2

ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,446,087

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.00 to $24.00.

Read SEC document
November 01, 2023 Filed Nov 4, 2023 00:08 UTC SaleClass A Common Stock 63,195 $23.60 $1,491,092.34
Disclosure

SEC source: 0001104659-23-114403 · tm2329829-1_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,525,805

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.50 to $24.06.

Read SEC document
October 11, 2023 Filed Oct 17, 2023 22:32 UTC ConversionClass B Common Stock · Derivative 2,089,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-109686 · tm2328590-2_4seq1.xml · derivative · entry 2

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,089,000 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 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 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 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 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 voting power of all of the Issuer's outstanding common stock.

Read SEC document
October 11, 2023 Filed Oct 17, 2023 22:32 UTC ConversionClass A Common Stock 2,089,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-109686 · tm2328590-2_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,189,000

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
October 10, 2023 Filed Oct 10, 2023 21:30 UTC SaleClass A Common Stock 10,000 $24.55 $245,500.00
Disclosure

SEC source: 0000950170-23-052704 · ownership.xml · nonDerivative · entry 3

Tensile Capital Management LP · CIK 0001598843 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Tensile Capital Partners Master Fund LP

Disclosed balance after: 5,656,717

F1 · ownership.nature: The shares are held directly by Tensile Capital Partners Master Fund LP. The reporting persons ("Reporting Persons") are Douglas J. Dossey, Arthur C. Young, Tensile Capital Management LP, Tensile Capital Management GP LLC, Tensile Capital GP LLC and Tensile Capital Partners Master Fund LP.

F2 · ownership.nature: The general partner and investment adviser of Tensile Capital Partners Master Fund LP are Tensile Capital GP LLC and Tensile Capital Management LP, respectively. The general partner of Tensile Capital Management LP is Tensile Capital Management GP LLC.

F3 · ownership.nature: Douglas J. Dossey and Arthur C. Young are the controlling principals of Tensile Capital Management LP, Tensile Capital Management GP LLC, and Tensile Capital GP LLC. Each of the Reporting Persons may be deemed to share beneficial ownership of the shares with Tensile Capital Partners Master Fund LP. Each of the Reporting Persons disclaim beneficial ownership of the shares, except to the extent of such person's pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is the beneficial owner of the shares for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

Read SEC document
October 09, 2023 Filed Oct 10, 2023 21:30 UTC SaleClass A common stock 20,000 $23.98 $479,600.00
Disclosure

SEC source: 0000950170-23-052704 · ownership.xml · nonDerivative · entry 2

Tensile Capital Management LP · CIK 0001598843 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Tensile Capital Partners Master Fund LP

Disclosed balance after: 5,666,717

F1 · ownership.nature: The shares are held directly by Tensile Capital Partners Master Fund LP. The reporting persons ("Reporting Persons") are Douglas J. Dossey, Arthur C. Young, Tensile Capital Management LP, Tensile Capital Management GP LLC, Tensile Capital GP LLC and Tensile Capital Partners Master Fund LP.

F2 · ownership.nature: The general partner and investment adviser of Tensile Capital Partners Master Fund LP are Tensile Capital GP LLC and Tensile Capital Management LP, respectively. The general partner of Tensile Capital Management LP is Tensile Capital Management GP LLC.

F3 · ownership.nature: Douglas J. Dossey and Arthur C. Young are the controlling principals of Tensile Capital Management LP, Tensile Capital Management GP LLC, and Tensile Capital GP LLC. Each of the Reporting Persons may be deemed to share beneficial ownership of the shares with Tensile Capital Partners Master Fund LP. Each of the Reporting Persons disclaim beneficial ownership of the shares, except to the extent of such person's pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is the beneficial owner of the shares for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

Read SEC document
October 06, 2023 Filed Oct 10, 2023 21:30 UTC SaleClass A common stock 120,000 $24.25 $2,910,000.00
Disclosure

SEC source: 0000950170-23-052704 · ownership.xml · nonDerivative · entry 1

Tensile Capital Management LP · CIK 0001598843 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Tensile Capital Partners Master Fund

Disclosed balance after: 5,686,717

F1 · ownership.nature: The shares are held directly by Tensile Capital Partners Master Fund LP. The reporting persons ("Reporting Persons") are Douglas J. Dossey, Arthur C. Young, Tensile Capital Management LP, Tensile Capital Management GP LLC, Tensile Capital GP LLC and Tensile Capital Partners Master Fund LP.

F2 · ownership.nature: The general partner and investment adviser of Tensile Capital Partners Master Fund LP are Tensile Capital GP LLC and Tensile Capital Management LP, respectively. The general partner of Tensile Capital Management LP is Tensile Capital Management GP LLC.

F3 · ownership.nature: Douglas J. Dossey and Arthur C. Young are the controlling principals of Tensile Capital Management LP, Tensile Capital Management GP LLC, and Tensile Capital GP LLC. Each of the Reporting Persons may be deemed to share beneficial ownership of the shares with Tensile Capital Partners Master Fund LP. Each of the Reporting Persons disclaim beneficial ownership of the shares, except to the extent of such person's pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is the beneficial owner of the shares for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

Read SEC document
October 04, 2023 Filed Oct 25, 2023 18:59 UTC ConversionClass B Common Stock · Derivative 281,452.294 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-111493 · tm2328590-4_4seq1.xml · derivative · entry 2

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 281,452.294 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 voting power of all of the Issuer's outstanding common stock.

F2 · shares: The Form 3 originally filed by the reporting person understated the number of shares of Class B Common Stock by approximately 18,000 shares. This Form 4 reflects the corrected number of shares.

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 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 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 voting power of all of the Issuer's outstanding common stock.

Read SEC document
October 04, 2023 Filed Oct 25, 2023 18:59 UTC ConversionClass A Common Stock 281,452.294 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-111493 · tm2328590-4_4seq1.xml · nonDerivative · entry 1

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 281,452.294

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
October 04, 2023 Filed Oct 25, 2023 18:57 UTC ConversionClass B Common Stock · Derivative 1,807,547.706 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-111492 · tm2328590-3_4seq1.xml · derivative · 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: 0

Underlying: Class A Common Stock · 1,807,547.706 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 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 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 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 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 voting power of all of the Issuer's outstanding common stock.

Read SEC document
October 04, 2023 Filed Oct 25, 2023 18:57 UTC ConversionClass A Common Stock 1,807,547.706 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-111492 · tm2328590-3_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: 1,907,547.706

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
October 02, 2023 Filed Oct 4, 2023 16:58 UTC SaleClass A Common Stock 1,103,475 $22.32 $24,629,562.00
Disclosure

SEC source: 0001104659-23-106864 · tm2327542-1_4seq1.xml · nonDerivative · entry 1

Westphal Jeffery · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,076,727

F1 · ownership.nature: Represents shares held by The 2009 Jeffrey R. Westphal Generation-Skipping Sub-Trust for Jenifer R. Westphal, of which the Reporting Person's spouse is trustee.

Read SEC document
September 29, 2023 Filed Oct 3, 2023 21:30 UTC SaleClass A common stock 60,000 $23.36 $1,401,600.00
Disclosure

SEC source: 0000950170-23-051680 · ownership.xml · nonDerivative · entry 1

Tensile Capital Management LP · CIK 0001598843 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Tensile Capital Partners Master Fund LP

Disclosed balance after: 5,806,717

F1 · price: This transaction was executed in multiple trades at prices ranging from $23.11 to $23.39; the price reported above reflects the weighted average sale price. The Reporting Persons (as defined below) 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 and prices at which the transaction was effected.

F2 · ownership.nature: The shares are held directly by Tensile Capital Partners Master Fund LP. The reporting persons ("Reporting Persons") are Douglas J. Dossey, Arthur C. Young, Tensile Capital Management LP, Tensile Capital Management GP LLC, Tensile Capital GP LLC and Tensile Capital Partners Master Fund LP.

F3 · ownership.nature: The general partner and investment adviser of Tensile Capital Partners Master Fund LP are Tensile Capital GP LLC and Tensile Capital Management LP, respectively. The general partner of Tensile Capital Management LP is Tensile Capital Management GP LLC.

F4 · ownership.nature: Douglas J. Dossey and Arthur C. Young are the controlling principals of Tensile Capital Management LP, Tensile Capital Management GP LLC, and Tensile Capital GP LLC. Each of the Reporting Persons may be deemed to share beneficial ownership of the shares with Tensile Capital Partners Master Fund LP. Each of the Reporting Persons disclaim beneficial ownership of the shares, except to the extent of such person's pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is the beneficial owner of the shares for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

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September 14, 2023 Filed Sep 18, 2023 16:20 UTC
DeStefano DavidDirector · PRESIDENT & CEO
Exercise / conversionStock Option · Derivative 186,588 $0.00 Strike: $3.73 $0.00
Disclosure

SEC source: 0001415889-23-013329 · form4-09182023_080923.xml · derivative · entry 6

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,591

Underlying: Class A Common Stock · 186,588 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.

F2 · derivative.exercise_date: This option became exercisable with respect to 50% of the shares on December 27, 2021, and will vest with respect to the remaining shares on December 27, 2024.

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September 14, 2023 Filed Sep 18, 2023 16:20 UTC
DeStefano DavidDirector · PRESIDENT & CEO
Exercise / conversionStock Option · Derivative 314,865 $0.00 Strike: $2.50 $0.00
Disclosure

SEC source: 0001415889-23-013329 · form4-09182023_080923.xml · derivative · entry 5

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 314,865 shares

Expires 2026-01-01

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

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September 14, 2023 Filed Sep 18, 2023 16:20 UTC
DeStefano DavidDirector · PRESIDENT & CEO
Tax withholdingClass A Common Stock 111,950 $20.75 $2,322,962.50
Disclosure

SEC source: 0001415889-23-013329 · form4-09182023_080923.xml · nonDerivative · entry 4

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 468,798

Read SEC document
September 14, 2023 Filed Sep 18, 2023 16:20 UTC
DeStefano DavidDirector · PRESIDENT & CEO
Exercise / conversionClass A Common Stock 186,588 $3.73 $696,719.59
Disclosure

SEC source: 0001415889-23-013329 · form4-09182023_080923.xml · nonDerivative · entry 3

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 580,748

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
September 14, 2023 Filed Sep 18, 2023 16:20 UTC
DeStefano DavidDirector · PRESIDENT & CEO
Tax withholdingClass A Common Stock 179,779 $20.75 $3,730,414.25
Disclosure

SEC source: 0001415889-23-013329 · form4-09182023_080923.xml · nonDerivative · entry 2

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 394,160

Read SEC document
September 14, 2023 Filed Sep 18, 2023 16:20 UTC
DeStefano DavidDirector · PRESIDENT & CEO
Exercise / conversionClass A Common Stock 314,865 $2.50 $787,162.50
Disclosure

SEC source: 0001415889-23-013329 · form4-09182023_080923.xml · nonDerivative · entry 1

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 573,939

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
August 28, 2023 Filed Aug 30, 2023 16:11 UTC SaleClass A Common Stock 10,691 $22.41 $239,591.72
Disclosure

SEC source: 0001415889-23-012800 · form4-08302023_080825.xml · nonDerivative · entry 1

Stamm John Richard · CIK 0001818885 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,430

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $22.40 to $22.45, inclusive. The Reporting Person undertakes to provide to 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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August 14, 2023 Filed Aug 16, 2023 20:03 UTC SaleClass A Common Stock 15,121 $19.50 $294,907.89
Disclosure

SEC source: 0001415889-23-012314 · form4-08162023_080817.xml · nonDerivative · entry 1

ANDERSEN ERIC C. · CIK 0001552411 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,309

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $19.41 to $19.60, inclusive. The Reporting Person undertakes to provide to 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
August 02, 2023 Filed Aug 3, 2023 18:01 UTC ConversionClass B Common Stock · Derivative 879,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-087392 · tm2322802-1_4seq1.xml · derivative · entry 4

Westphal Jeffery · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 879,000 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.

F2 · 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 (1) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) 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.

F2 · 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 (1) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) 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.

F2 · 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 (1) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) 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 · ownership.nature: Represents shares held by The 2009 Jeffrey R. Westphal Generation-Skipping Sub-Trust for Jenifer R. Westphal, of which the Reporting Person's spouse is trustee.

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August 02, 2023 Filed Aug 3, 2023 18:01 UTC ConversionClass A Common Stock 879,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-087392 · tm2322802-1_4seq1.xml · nonDerivative · entry 1

Westphal Jeffery · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 2,180,202

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 · ownership.nature: Represents shares held by The 2009 Jeffrey R. Westphal Generation-Skipping Sub-Trust for Jenifer R. Westphal, of which the Reporting Person's spouse is trustee.

Read SEC document
July 14, 2023 Filed Jul 14, 2023 19:05 UTC SaleClass A Common Stock 89,236 $18.66 $1,665,500.70
Disclosure

SEC source: 0001104659-23-081322 · tm2321410-1_4seq1.xml · nonDerivative · entry 3

Westphal Jeffery · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

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

Disclosed balance after: 5,584,181

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.60 to $19.00.

Read SEC document
July 14, 2023 Filed Jul 18, 2023 20:13 UTC
Butler LisaCHIEF ACCOUNTING OFFICER
Exercise / conversionStock Option · Derivative 10,000 $0.00 Strike: $2.50 $0.00
Disclosure

SEC source: 0001415889-23-011228 · form4-07182023_080744.xml · derivative · entry 3

Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,946

Underlying: Class A Common Stock · 10,000 shares

Expires 2026-02-02

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.

F3 · derivative.exercise_date: This option is fully vested and exercisable.

Read SEC document
July 14, 2023 Filed Jul 18, 2023 20:13 UTC
Butler LisaCHIEF ACCOUNTING OFFICER
SaleClass A Common Stock 10,000 $18.71 $187,059.00
Disclosure

SEC source: 0001415889-23-011228 · form4-07182023_080744.xml · nonDerivative · entry 2

Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 250

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on December 16, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $18.55 to $19.00, inclusive. The Reporting Person undertakes to provide to 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
July 14, 2023 Filed Jul 18, 2023 20:13 UTC
Butler LisaCHIEF ACCOUNTING OFFICER
Exercise / conversionClass A Common Stock 10,000 $2.50 $25,000.00
Disclosure

SEC source: 0001415889-23-011228 · form4-07182023_080744.xml · nonDerivative · entry 1

Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,250

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
July 13, 2023 Filed Jul 14, 2023 19:05 UTC SaleClass A Common Stock 155,146 $18.91 $2,933,190.28
Disclosure

SEC source: 0001104659-23-081322 · tm2321410-1_4seq1.xml · nonDerivative · entry 2

Westphal Jeffery · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

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

Disclosed balance after: 5,673,417

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.625 to $19.12.

Read SEC document
July 12, 2023 Filed Jul 14, 2023 19:05 UTC SaleClass A Common Stock 80,816 $18.90 $1,527,503.22
Disclosure

SEC source: 0001104659-23-081322 · tm2321410-1_4seq1.xml · nonDerivative · entry 1

Westphal Jeffery · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

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

Disclosed balance after: 5,828,563

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.80 to $19.05.

Read SEC document
July 12, 2023 Filed Sep 19, 2023 20:30 UTC Amendment SaleClass A Common Stock 80,618 $18.90 $1,523,760.82
Disclosure

SEC source: 0001104659-23-102045 · tm2326414-1_4aseq1.xml · nonDerivative · entry 1

Westphal Jeffery · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

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

Disclosed balance after: 5,584,379

F1 · shares: On July 14, 2023, the Reporting Person filed a Form 4 which inadvertently stated that the amount of securities sold on July 12, 2023 was 80,816 shares of Class A Common Stock, rather than 80,618 shares of Class A Common Stock. This amendment reports the correct amount of securities sold on July 12, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.80 to $19.05.

F3 · balance_after: The total amount of shares of Class A Common Stock reported in column 5 reflects the Reporting Person's beneficial ownership as of September 19, 2023.

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June 30, 2023 Filed Jul 5, 2023 19:54 UTC SaleClass A Common Stock 8,798 $19.92 $175,229.77
Disclosure

SEC source: 0001104659-23-078336 · tm2320618-1_4seq1.xml · nonDerivative · entry 2

Westphal Jeffery · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,301,202

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.90 to $19.94.

F2 · ownership.nature: Represents shares held by The 2009 Jeffrey R. Westphal Generation-Skipping Sub-Trust for Jenifer R. Westphal, of which the Reporting Person's spouse is trustee.

Read SEC document
June 30, 2023 Filed Jul 5, 2023 19:54 UTC SaleClass A Common Stock 600,000 $19.07 $11,442,000.00
Disclosure

SEC source: 0001104659-23-078336 · tm2320618-1_4seq1.xml · nonDerivative · entry 1

Westphal Jeffery · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

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

Disclosed balance after: 5,909,379

Read SEC document
June 28, 2023 Filed Jun 30, 2023 18:00 UTC SaleClass A Common Stock 800,000 $18.26 $14,608,000.00
Disclosure

SEC source: 0001104659-23-077252 · tm2320360-1_4seq1.xml · nonDerivative · entry 1

Westphal Jeffery · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

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

Disclosed balance after: 6,509,379

Read SEC document
June 15, 2023 Filed Jun 20, 2023 16:29 UTC
DeStefano DavidDirector · PRESIDENT & CEO
SaleClass A Common Stock 900 $22.29 $20,058.03
Disclosure

SEC source: 0001415889-23-010051 · form4-06202023_080628.xml · nonDerivative · entry 4

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 259,074

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on March 17, 2023.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $22.11 to $22.31, inclusive. The Reporting Person undertakes to provide to 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
June 15, 2023 Filed Jun 20, 2023 16:29 UTC
DeStefano DavidDirector · PRESIDENT & CEO
SaleClass A Common Stock 6,871 $21.72 $149,225.75
Disclosure

SEC source: 0001415889-23-010051 · form4-06202023_080628.xml · nonDerivative · entry 3

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 259,974

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on March 17, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $21.03 to $21.98, inclusive. The Reporting Person undertakes to provide to 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
June 15, 2023 Filed Jun 20, 2023 16:29 UTC
DeStefano DavidDirector · PRESIDENT & CEO
SaleClass A Common Stock 92,129 $20.32 $1,871,609.85
Disclosure

SEC source: 0001415889-23-010051 · form4-06202023_080628.xml · nonDerivative · entry 2

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 266,845

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on March 17, 2023.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $20.00 to $20.931, inclusive. The Reporting Person undertakes to provide to 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
June 15, 2023 Filed Jun 20, 2023 16:29 UTC
DeStefano DavidDirector · PRESIDENT & CEO
SaleClass A Common Stock 100 $19.90 $1,990.00
Disclosure

SEC source: 0001415889-23-010051 · form4-06202023_080628.xml · nonDerivative · entry 1

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 358,974

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on March 17, 2023.

F2 · balance_after: Includes 183 shares acquired through the Company's Employee Stock Purchase Plan.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 20:28 UTC
Butler LisaCHIEF ACCOUNTING OFFICER
Exercise / conversionStock Option · Derivative 10,000 $0.00 Strike: $2.50 $0.00
Disclosure

SEC source: 0001415889-23-010050 · form4-06202023_080638.xml · derivative · entry 5

Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 40,946

Underlying: Class A Common Stock · 10,000 shares

Expires 2026-02-02

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

F5 · derivative.exercise_date: This option is fully vested and exercisable.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 20:28 UTC
Butler LisaCHIEF ACCOUNTING OFFICER
SaleClass A Common Stock 600 $22.31 $13,384.98
Disclosure

SEC source: 0001415889-23-010050 · form4-06202023_080638.xml · nonDerivative · entry 4

Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 250

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on December 16, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $22.30 to $22.31, inclusive. The Reporting Person undertakes to provide to 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.