Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Xponential Fitness, Inc.
Report date February 23, 2023 · Filed February 28, 2023
Section 16 reporting ended · disclosed 2023-02-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 31,306 |
Ending reported balance
After 2023-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-23 · Grant · Acquired 3,143 · Balance 27,302 F1: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted pursuant to the Issuer's equity incentive plan. The RSUs will vest, subject to continued service, 100% on May 24, 2023. Row 2 · 2023-02-23 · Grant · Acquired 4,004 · Balance 31,306 F2: Represents the Issuer's Class A common stock subject to RSUs award granted to the Reporting Person pursuant to the Issuer's equity incentive plan. The RSUs shall vest with respect to 33.33% of shares subject to such RSUs on each of the three anniversaries of February 23, 2023, in each case subject to the Reporting Person's continued employment through such vesting date. |
| Class B Common StockSEC Table I · non-derivative | Direct | 169,511 |
Reported balance
Holding disclosure · report date 2023-02-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 169,511 |
| LLC Units in Xponential Holdings LLCSEC Table II · derivative / convertible security | Direct | 169,511 |
Reported balance
Holding disclosure · report date 2023-02-23 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 169,511 F3: Any vested LLC Unit may be redeemed for, together with the cancellation of a share of Class B common stock, one share of Class A common stock or a cash payment equal to the volume weighted average market price of one share of Class A common stock for each LLC Unit redeemed. F4: All LLC Units are vested and redeemable into shares of Class A common stock. F5: The LLC Units do not expire. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted pursuant to the Issuer's equity incentive plan. The RSUs will vest, subject to continued service, 100% on May 24, 2023.
F2: Represents the Issuer's Class A common stock subject to RSUs award granted to the Reporting Person pursuant to the Issuer's equity incentive plan. The RSUs shall vest with respect to 33.33% of shares subject to such RSUs on each of the three anniversaries of February 23, 2023, in each case subject to the Reporting Person's continued employment through such vesting date.
F3: Any vested LLC Unit may be redeemed for, together with the cancellation of a share of Class B common stock, one share of Class A common stock or a cash payment equal to the volume weighted average market price of one share of Class A common stock for each LLC Unit redeemed.
F4: All LLC Units are vested and redeemable into shares of Class A common stock.
F5: The LLC Units do not expire.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 23, 2023 Filed Feb 28, 2023 02:19 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantClass A Common Stock | 4,004 | $0.00 | $0.00 |
DisclosureSEC source: 0000929638-23-000702 · form4.xml · nonDerivative · entry 2 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,306 F2 · shares: Represents the Issuer's Class A common stock subject to RSUs award granted to the Reporting Person pursuant to the Issuer's equity incentive plan. The RSUs shall vest with respect to 33.33% of shares subject to such RSUs on each of the three anniversaries of February 23, 2023, in each case subject to the Reporting Person's continued employment through such vesting date. Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 02:19 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantClass A Common Stock | 3,143 | $0.00 | $0.00 |
DisclosureSEC source: 0000929638-23-000702 · form4.xml · nonDerivative · entry 1 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,302 F1 · shares: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted pursuant to the Issuer's equity incentive plan. The RSUs will vest, subject to continued service, 100% on May 24, 2023. Read SEC document |
| January 09, 2023 Filed Jan 10, 2023 21:06 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | SaleClass A Common Stock | 6,974 | $26.30 | $183,389.70 |
DisclosureSEC source: 0001567619-23-000762 · doc1.xml · nonDerivative · entry 3 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,159 F1 · shares: The sale was made pursuant to a 10b5-1 plan previously adopted by the reporting person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.05 to $26.65, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| January 09, 2023 Filed Jan 10, 2023 21:06 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | SaleClass A Common Stock | 5,402 | $25.42 | $137,336.13 |
DisclosureSEC source: 0001567619-23-000762 · doc1.xml · nonDerivative · entry 2 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,133 F1 · shares: The sale was made pursuant to a 10b5-1 plan previously adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.96, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| January 06, 2023 Filed Jan 10, 2023 21:06 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | SaleClass A Common Stock | 124 | $25.00 | $3,100.00 |
DisclosureSEC source: 0001567619-23-000762 · doc1.xml · nonDerivative · entry 1 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,535 F1 · shares: The sale was made pursuant to a 10b5-1 plan previously adopted by the reporting person. Read SEC document |
| November 17, 2022 Filed Nov 22, 2022 01:03 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | SaleClass A Common Stock | 4,633 | $22.17 | $102,712.68 |
DisclosureSEC source: 0001567619-22-020722 · doc1.xml · nonDerivative · entry 1 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,659 F1 · shares: The sale was made pursuant to a 10b5-1 plan previously adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.02 to $22.56, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| November 15, 2022 Filed Nov 16, 2022 01:02 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | SaleClass A Common Stock | 6,567 | $22.03 | $144,690.71 |
DisclosureSEC source: 0001567619-22-020427 · doc1.xml · nonDerivative · entry 5 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,292 F1 · shares: The sale was made pursuant to a 10b5-1 plan previously adopted by the reporting person. F6 · 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 $22.16, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 01:02 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | SaleClass A Common Stock | 166 | $21.20 | $3,518.52 |
DisclosureSEC source: 0001567619-22-020427 · doc1.xml · nonDerivative · entry 4 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,859 F1 · shares: The sale was made pursuant to a 10b5-1 plan previously adopted by the reporting person. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices $22.18 and $22.22. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price set forth in this footnote to this Form 4. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 01:02 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | SaleClass A Common Stock | 5,849 | $21.77 | $127,312.84 |
DisclosureSEC source: 0001567619-22-020427 · doc1.xml · nonDerivative · entry 3 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,025 F1 · shares: The sale was made pursuant to a 10b5-1 plan previously adopted by the reporting person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.17 to $22.13, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| November 11, 2022 Filed Nov 16, 2022 01:02 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | SaleClass A Common Stock | 195 | $22.04 | $4,297.00 |
DisclosureSEC source: 0001567619-22-020427 · doc1.xml · nonDerivative · entry 2 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,874 F1 · shares: The sale was made pursuant to a 10b5-1 plan previously adopted by the reporting person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $22.50, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| November 11, 2022 Filed Nov 16, 2022 01:02 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | SaleClass A Common Stock | 5,090 | $21.26 | $108,213.91 |
DisclosureSEC source: 0001567619-22-020427 · doc1.xml · nonDerivative · entry 1 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,069 F1 · shares: The sale was made pursuant to a 10b5-1 plan previously adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.00 to $21.91, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 23:50 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | SaleClass A Common Stock | 10,000 | $20.09 | $200,900.00 |
DisclosureSEC source: 0001567619-22-018331 · doc1.xml · nonDerivative · entry 1 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,159 F1 · shares: The sale was made pursuant to a 10b5-1 plan previously adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.00 to $20.41, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 20:03 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | ConversionLLC Units in Xponential Holdings LLC · Derivative | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-016773 · doc1.xml · derivative · entry 3 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,511 Underlying: Class A Common Stock · 45,000 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: Any vested LLC Unit may be redeemed for, together with the cancellation of a share of Class B common stock, one share of Class A common stock or a cash payment equal to the volume weighted average market price of one share of Class A common stock for each LLC Unit redeemed. F1 · kind: The Reporting Person elected to redeem her LLC Units for shares of Class A common stock pursuant to the terms of the LLC Agreement. F1 · shares: The Reporting Person elected to redeem her LLC Units for shares of Class A common stock pursuant to the terms of the LLC Agreement. F3 · derivative.exercise_date: All LLC Units are vested and redeemable into shares of Class A common stock. F4 · derivative.expiration_date: The LLC Units do not expire. Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 20:03 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | Exercise / conversionClass A Common Stock | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-016773 · doc1.xml · nonDerivative · entry 2 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,159 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The Reporting Person elected to redeem her LLC Units for shares of Class A common stock pursuant to the terms of the LLC Agreement. Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 20:03 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | Disposition to issuerClass B Common Stock | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-016773 · doc1.xml · nonDerivative · entry 1 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,511 F1 · shares: The Reporting Person elected to redeem her LLC Units for shares of Class A common stock pursuant to the terms of the LLC Agreement. Read SEC document |
| March 16, 2022 Filed Aug 29, 2022 20:01 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | OtherClass B Common Stock | 68,202 | $0.00 | $6.82 |
DisclosureSEC source: 0001567619-22-016772 · doc1.xml · nonDerivative · entry 3 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,511 F1 · kind: Upon the vesting of each LLC unit in Xponential Holdings LLC ("LLC Unit"), Xponential Fitness, Inc. (the "Company") issues to the holder a share of Class B Common Stock. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 22:01 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantClass A Common Stock | 24,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-006387 · doc1.xml · nonDerivative · entry 1 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,159 F1 · shares: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted to the Reporting Person pursuant to the Issuer's equity incentive plan. The RSUs shall vest with respect to 33.33% of shares subject to such RSUs on each of the three anniversaries of March 2, 2022, in each case subject to the Reporting Person's continued employment through such vesting date. Read SEC document |
| September 26, 2021 Filed Aug 29, 2022 20:01 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | OtherClass B Common Stock | 17,050 | $0.00 | $1.71 |
DisclosureSEC source: 0001567619-22-016772 · doc1.xml · nonDerivative · entry 2 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,309 F1 · kind: Upon the vesting of each LLC unit in Xponential Holdings LLC ("LLC Unit"), Xponential Fitness, Inc. (the "Company") issues to the holder a share of Class B Common Stock. Read SEC document |
| July 26, 2021 Filed Jul 29, 2021 00:33 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantLLC Units in Xponential Holdings LLC · Derivative | 214,511 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-011368 · dp155222_4-moen.xml · derivative · entry 2 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,511 Underlying: Class A Common Stock · 214,511 shares Expires not disclosed F2 · derivative.exercise_price: Upon vesting, each LLC unit in Xponential Holdings LLC ("LLC Unit") may be redeemed for, together with the cancellation of a share of Class B common stock, one share of Class A common stock or a cash payment equal to the volume weighted average market price of one share of Class A common stock for each LLC Unit redeemed. The LLC Units do not expire. F1 · shares: These securities were acquired through the conversion prior to the completion of the Issuer's initial public offering of historical interests held by the reporting person in H&W Franchise Holdings, LLC. F3 · derivative.exercise_date: The LLC Units (i) are fully vested as to 78,109 LLC Units, (ii) service-vest as to 17,050 LLC Units on each of the first four anniversaries of September 26, 2017 and (iii) performance-vest as to 68,202 LLC Units based on the achievement of a specified per share price for the Issuer's Class A common stock for 25 of 30 consecutive trading days following the end of the initial public offering 180-day lock-up period. F3 · derivative.expiration_date: The LLC Units (i) are fully vested as to 78,109 LLC Units, (ii) service-vest as to 17,050 LLC Units on each of the first four anniversaries of September 26, 2017 and (iii) performance-vest as to 68,202 LLC Units based on the achievement of a specified per share price for the Issuer's Class A common stock for 25 of 30 consecutive trading days following the end of the initial public offering 180-day lock-up period. Read SEC document |
| July 26, 2021 Filed Jul 29, 2021 00:33 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantClass B Common Stock | 129,259 | $0.00 | $12.93 |
DisclosureSEC source: 0000950103-21-011368 · dp155222_4-moen.xml · nonDerivative · entry 1 Moen Megan · CIK 0001870992 · EVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,259 F1 · shares: These securities were acquired through the conversion prior to the completion of the Issuer's initial public offering of historical interests held by the reporting person in H&W Franchise Holdings, LLC. 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.