Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY/WLYB · Entity 4304 | Former Director | July 20, 2022 | July 22, 2022 |
| PELOTON INTERACTIVE, INC.PTON · Entity 4430 | Chief Operating Officer | February 15, 2022 | February 17, 2022 |
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.
JOHN WILEY & SONS, INC.
Report date July 20, 2022 · Filed July 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,810.97 |
Reported balance
After 2022-07-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-07-20 · Grant · Acquired 49.41 · Balance 6,810.97 F1: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.
PELOTON INTERACTIVE, INC.
Report date February 15, 2022 · Filed February 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 20,947 |
Ending reported balance
After 2022-02-17 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2022-02-15 · Exercise / conversion · Acquired 2,894 · Balance 16,938 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. Row 2 · 2022-02-15 · Exercise / conversion · Acquired 1,782 · Balance 18,720 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. Row 3 · 2022-02-15 · Exercise / conversion · Acquired 2,595 · Balance 21,315 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. Row 4 · 2022-02-15 · Exercise / conversion · Acquired 2,091 · Balance 23,406 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. Row 5 · 2022-02-17 · Sale · Disposed 2,459 · Balance 20,947 F2: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.9800 to $32.9200 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 28,940 |
Reported balance
After 2022-02-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-02-15 · Exercise / conversion · Disposed 2,894 · Balance 28,940 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2020, with 100% of the total shares vested on August 15, 2024, subject to the reporting person's provision of service to the issuer on each vesting date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 21,391 |
Reported balance
After 2022-02-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-02-15 · Exercise / conversion · Disposed 1,782 · Balance 21,391 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F5: The RSUs vest as to 6.25% of the total shares quarterly, commencing May 15, 2021, with 100% of the total shares vested on February 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 36,338 |
Reported balance
After 2022-02-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-02-15 · Exercise / conversion · Disposed 2,595 · Balance 36,338 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F6: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2021, with 100% of the total shares vested on August 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 20,910 |
Reported balance
After 2022-02-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-02-15 · Exercise / conversion · Disposed 2,091 · Balance 20,910 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F7: The RSUs vest as to 8.33% of the total shares quarterly, commencing November 15, 2021, with 100% of the total shares vested on August 15, 2024, subject to the reporting person's provision of service to the issuer on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs.
F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.9800 to $32.9200 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2020, with 100% of the total shares vested on August 15, 2024, subject to the reporting person's provision of service to the issuer on each vesting date.
F5: The RSUs vest as to 6.25% of the total shares quarterly, commencing May 15, 2021, with 100% of the total shares vested on February 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date.
F6: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2021, with 100% of the total shares vested on August 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date.
F7: The RSUs vest as to 8.33% of the total shares quarterly, commencing November 15, 2021, with 100% of the total shares vested on August 15, 2024, subject to the reporting person's provision of service to the issuer on each vesting date.
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 |
|---|---|---|---|---|---|---|
| September 03, 2021 Filed Sep 8, 2021 16:35 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass B Common Stock · Derivative | 10,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000286 · wf-form4_163113330442911.xml · derivative · entry 9 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,416 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. F8 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. F9 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F8 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. F8 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 16:35 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass B Common Stock · Derivative | 10,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000286 · wf-form4_163113330442911.xml · derivative · entry 8 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,416 Underlying: Class A Common Stock · 10,416 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. F8 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. F8 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. F8 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 16:35 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionStock Option (right to buy Class B Common Stock) · Derivative | 10,416 | $0.00 Strike: $14.59 | $0.00 |
DisclosureSEC source: 0001639825-21-000286 · wf-form4_163113330442911.xml · derivative · entry 7 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,922 Underlying: Class B Common Stock · 10,416 shares Expires 2029-06-13 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: The option vested as to 25% of the total shares on June 13, 2020, then 2.0833% of the total shares vest monthly, with 100% of the total shares vested and exercisable on June 13, 2023, subject tothe reporting person's provision of service to the issuer on each vesting date. The option provides for an early-exercise provision and is exercisable as to unvested shares, subject to the issuer's right of repurchase. F8 · derivative.underlying: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 16:35 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 3,993 | $100.81 | $402,516.76 |
DisclosureSEC source: 0001639825-21-000286 · wf-form4_163113330442911.xml · nonDerivative · entry 6 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,009 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.48 to $101.15 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 16:35 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 2,706 | $99.78 | $270,009.28 |
DisclosureSEC source: 0001639825-21-000286 · wf-form4_163113330442911.xml · nonDerivative · entry 5 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,002 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.41 to $100.28 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 16:35 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 11,861 | $98.77 | $1,171,566.72 |
DisclosureSEC source: 0001639825-21-000286 · wf-form4_163113330442911.xml · nonDerivative · entry 4 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,708 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.41 to $99.40 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 16:35 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 3,364 | $97.97 | $329,565.36 |
DisclosureSEC source: 0001639825-21-000286 · wf-form4_163113330442911.xml · nonDerivative · entry 3 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,569 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.36 to $98.34 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 16:35 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass A Common Stock | 9,375 | $26.69 | $250,218.75 |
DisclosureSEC source: 0001639825-21-000286 · wf-form4_163113330442911.xml · nonDerivative · entry 2 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,933 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 03, 2021 Filed Sep 8, 2021 16:35 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass A Common Stock | 10,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000286 · wf-form4_163113330442911.xml · nonDerivative · entry 1 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,558 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: Represents the number of shares that were acquired upon conversion of Class B Common Stock to Class A Common Stock. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GrantRestricted Stock Unit (RSU) · Derivative | 25,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000280 · wf-form4_163070125471644.xml · derivative · entry 2 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,092 Underlying: Class A Common Stock · 25,092 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. F3 · derivative.exercise_date: The RSUs vest as to 8.33% of the total shares quarterly, commencing November 15, 2021, with 100% of the total shares vested on August 15, 2024, subject to the reporting person's provision of service to the issuer on each vesting date. F3 · derivative.expiration_date: The RSUs vest as to 8.33% of the total shares quarterly, commencing November 15, 2021, with 100% of the total shares vested on August 15, 2024, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GrantRestricted Stock Unit (RSU) · Derivative | 41,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000280 · wf-form4_163070125471644.xml · derivative · entry 1 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,529 Underlying: Class A Common Stock · 41,529 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. F2 · derivative.exercise_date: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2021, with 100% of the total shares vested on August 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. F2 · derivative.expiration_date: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2021, with 100% of the total shares vested on August 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 4,443 | $102.05 | $453,428.59 |
DisclosureSEC source: 0001639825-21-000266 · wf-form4_163052847430895.xml · nonDerivative · entry 2 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,142 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.0353 to $102.0547 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 11,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000266 · wf-form4_163052847430895.xml · derivative · entry 4 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,351 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 RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. F4 · derivative.exercise_date: The RSUs are fully vested as of the date of grant. F4 · derivative.expiration_date: The RSUs are fully vested as of the date of grant. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GrantRestricted Stock Unit (RSU) · Derivative | 11,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000266 · wf-form4_163052847430895.xml · derivative · entry 3 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,351 Underlying: Class A Common Stock · 11,351 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. F4 · derivative.exercise_date: The RSUs are fully vested as of the date of grant. F4 · derivative.expiration_date: The RSUs are fully vested as of the date of grant. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass A Common Stock | 11,351 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001639825-21-000266 · wf-form4_163052847430895.xml · nonDerivative · entry 1 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,585 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 1,749 | $110.00 | $192,390.00 |
DisclosureSEC source: 0001639825-21-000246 · wf-form4_162940520074600.xml · nonDerivative · entry 1 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,234 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 16:49 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 1,854 | $110.92 | $205,646.61 |
DisclosureSEC source: 0001639825-21-000234 · wf-form4_162923335947299.xml · nonDerivative · entry 3 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,983 F2 · kind: Represents the aggregate number of shares sold by the reporting person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of the RSUs. The reporting person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.9204 to $111.04 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 16:49 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000234 · wf-form4_162923335947299.xml · derivative · entry 5 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,956 Underlying: Class A Common Stock · 1,782 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 RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. F5 · derivative.exercise_date: The RSUs vest as to 6.25% of the total shares quarterly, commencing May 15, 2021, with 100% of the total shares vested on February 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. F5 · derivative.expiration_date: The RSUs vest as to 6.25% of the total shares quarterly, commencing May 15, 2021, with 100% of the total shares vested on February 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 16:49 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 2,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000234 · wf-form4_162923335947299.xml · derivative · entry 4 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,728 Underlying: Class A Common Stock · 2,894 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 RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. F4 · derivative.exercise_date: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2020, with 100% of the total shares vested on August 15, 2024, subject to the reporting person's provision of service to the issuer on each vesting date. F4 · derivative.expiration_date: The RSUs vest as to 6.25% of the total shares quarterly, commencing November 15, 2020, with 100% of the total shares vested on August 15, 2024, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 16:49 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass A Common Stock | 1,782 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001639825-21-000234 · wf-form4_162923335947299.xml · nonDerivative · entry 2 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,837 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 16:49 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass A Common Stock | 2,894 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001639825-21-000234 · wf-form4_162923335947299.xml · nonDerivative · entry 1 Garavaglia Mariana · CIK 0001816415 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,055 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive one (1) share of the issuer's Class A common stock upon settlement for no consideration. Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 16:37 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass B Common Stock · Derivative | 10,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000226 · wf-form4_162819581889860.xml · derivative · entry 8 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,416 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. F8 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. F9 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F8 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. F8 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 16:37 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass B Common Stock · Derivative | 10,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000226 · wf-form4_162819581889860.xml · derivative · entry 7 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,416 Underlying: Class A Common Stock · 10,416 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. F8 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. F8 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. F8 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 16:37 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionStock Option (right to buy Class B Common Stock) · Derivative | 10,416 | $0.00 Strike: $14.59 | $0.00 |
DisclosureSEC source: 0001639825-21-000226 · wf-form4_162819581889860.xml · derivative · entry 6 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,338 Underlying: Class B Common Stock · 10,416 shares Expires 2029-06-13 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: The option vested as to 25% of the total shares on June 13, 2020, then 2.0833% of the total shares vest monthly, with 100% of the total shares vested and exercisable on June 13, 2023, subject tothe reporting person's provision of service to the issuer on each vesting date. The option provides for an early-exercise provision and is exercisable as to unvested shares, subject to the issuer's right of repurchase. F8 · derivative.underlying: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 16:37 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 700 | $122.17 | $85,521.03 |
DisclosureSEC source: 0001639825-21-000226 · wf-form4_162819581889860.xml · nonDerivative · entry 5 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,161 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.65 to $122.56 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 16:37 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 900 | $120.78 | $108,699.03 |
DisclosureSEC source: 0001639825-21-000226 · wf-form4_162819581889860.xml · nonDerivative · entry 4 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,861 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.31 to $121.29 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 16:37 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 5,140 | $119.56 | $614,546.11 |
DisclosureSEC source: 0001639825-21-000226 · wf-form4_162819581889860.xml · nonDerivative · entry 3 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,761 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.29 to $120.20 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 16:37 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 3,676 | $118.80 | $436,697.77 |
DisclosureSEC source: 0001639825-21-000226 · wf-form4_162819581889860.xml · nonDerivative · entry 2 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,901 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.27 to $119.26 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 16:37 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass A Common Stock | 10,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000226 · wf-form4_162819581889860.xml · nonDerivative · entry 1 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,577 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the number of shares that were acquired upon conversion of Class B Common Stock to Class A Common Stock. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 9,375 | $0.00 Strike: $26.69 | $0.00 |
DisclosureSEC source: 0001639825-21-000224 · wf-form4_162767713514500.xml · derivative · entry 5 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,625 Underlying: Class A Common Stock · 9,375 shares Expires 2030-02-27 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: The option vests as to 2.0833% of the total shares monthly, commencing March 28, 2020, with 100% of the total shares vested on February 28, 2024, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 700 | $123.12 | $86,186.03 |
DisclosureSEC source: 0001639825-21-000224 · wf-form4_162767713514500.xml · nonDerivative · entry 4 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,161 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.94 to $123.30 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 2,100 | $122.08 | $256,360.02 |
DisclosureSEC source: 0001639825-21-000224 · wf-form4_162767713514500.xml · nonDerivative · entry 3 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,861 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.90 to $122.54 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 6,575 | $121.47 | $798,635.66 |
DisclosureSEC source: 0001639825-21-000224 · wf-form4_162767713514500.xml · nonDerivative · entry 2 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,961 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.90 to $121.88 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass A Common Stock | 9,375 | $26.69 | $250,218.75 |
DisclosureSEC source: 0001639825-21-000224 · wf-form4_162767713514500.xml · nonDerivative · entry 1 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,536 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 21, 2021 Filed Jul 22, 2021 21:20 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 26.31 | $56.51 Strike: $0.00 | $1,486.78 |
DisclosureSEC source: 0001225208-21-010838 · doc4.xml · derivative · entry 1 Garavaglia Mariana · CIK 0001816415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,336.36 Underlying: Class A Common · 26.31 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass B Common Stock · Derivative | 10,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000208 · wf-form4_162577635025711.xml · derivative · entry 8 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,416 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. F8 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. F9 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F8 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. F8 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass B Common Stock · Derivative | 10,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000208 · wf-form4_162577635025711.xml · derivative · entry 7 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,416 Underlying: Class A Common Stock · 10,416 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. F8 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. F8 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. F8 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionStock Option (right to buy Class B Common Stock) · Derivative | 10,416 | $0.00 Strike: $14.59 | $0.00 |
DisclosureSEC source: 0001639825-21-000208 · wf-form4_162577635025711.xml · derivative · entry 6 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,754 Underlying: Class B Common Stock · 10,416 shares Expires 2029-06-13 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: The option vested as to 25% of the total shares on June 13, 2020, then 2.0833% of the total shares vest monthly, with 100% of the total shares vested and exercisable on June 13, 2023, subject tothe reporting person's provision of service to the issuer on each vesting date. The option provides for an early-exercise provision and is exercisable as to unvested shares, subject to the issuer's right of repurchase. F8 · derivative.underlying: Each share of the issuer's Class B Common Stock will automatically convert into one (1) share of the issuer's Class A Common Stock (a) at the option of the holder and (b) immediately prior to the close of business on the earliest of (i) ten (10) years from the closing of the issuer's initial public offering, (ii) the date on which the outstanding shares of Class B Common Stock represent less than one percent (1%) of the aggregate number of shares of Class A Common Stock and Class B Common Stock then outstanding or (iii) the date specified by the affirmative vote of the holders of Class B Common Stock representing not less than two-thirds (2/3) of the voting power of the outstanding shares of Class B Common Stock, voting separately as a single class, and has no expiration date. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 2,734 | $123.61 | $337,946.19 |
DisclosureSEC source: 0001639825-21-000208 · wf-form4_162577635025711.xml · nonDerivative · entry 5 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,161 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.23 to $123.97 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 2,832 | $122.59 | $347,181.68 |
DisclosureSEC source: 0001639825-21-000208 · wf-form4_162577635025711.xml · nonDerivative · entry 4 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,895 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.21 to $123.15 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 3,850 | $121.82 | $469,008.93 |
DisclosureSEC source: 0001639825-21-000208 · wf-form4_162577635025711.xml · nonDerivative · entry 3 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,727 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.19 to $122.18 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 1,000 | $120.80 | $120,803.00 |
DisclosureSEC source: 0001639825-21-000208 · wf-form4_162577635025711.xml · nonDerivative · entry 2 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,577 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.18 to $121.14 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass A Common Stock | 10,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000208 · wf-form4_162577635025711.xml · nonDerivative · entry 1 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,577 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the number of shares that were acquired upon conversion of Class B Common Stock to Class A Common Stock. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 9,375 | $0.00 Strike: $26.69 | $0.00 |
DisclosureSEC source: 0001639825-21-000206 · wf-form4_162508512549974.xml · derivative · entry 8 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Class A Common Stock · 9,375 shares Expires 2030-02-27 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. F8 · derivative.exercise_date: The option vests as to 2.0833% of the total shares monthly, commencing March 28, 2020, with 100% of the total shares vested on February 28, 2024, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 109 | $127.28 | $13,873.08 |
DisclosureSEC source: 0001639825-21-000206 · wf-form4_162508512549974.xml · nonDerivative · entry 7 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,161 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $127.12 to $127.29 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 3,198 | $126.55 | $404,713.62 |
DisclosureSEC source: 0001639825-21-000206 · wf-form4_162508512549974.xml · nonDerivative · entry 6 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,270 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.07 to $127.01 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 2,772 | $125.54 | $348,009.63 |
DisclosureSEC source: 0001639825-21-000206 · wf-form4_162508512549974.xml · nonDerivative · entry 5 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,468 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.06 to $126.04 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 700 | $124.50 | $87,146.99 |
DisclosureSEC source: 0001639825-21-000206 · wf-form4_162508512549974.xml · nonDerivative · entry 4 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,240 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.06 to $125.03 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 1,294 | $123.42 | $159,707.68 |
DisclosureSEC source: 0001639825-21-000206 · wf-form4_162508512549974.xml · nonDerivative · entry 3 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,940 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.00 to $123.93 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 1,302 | $122.26 | $159,178.74 |
DisclosureSEC source: 0001639825-21-000206 · wf-form4_162508512549974.xml · nonDerivative · entry 2 Garavaglia Mariana · CIK 0001816415 · Chief Bus. Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,234 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.91 to $122.71 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.