Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PELOTON INTERACTIVE, INC.PTON · Entity 4430 | Director | March 07, 2022 | March 08, 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.
PELOTON INTERACTIVE, INC.
Report date March 07, 2022 · Filed March 08, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 80,471 |
Reported balance
After 2022-03-07 transaction · row 1
1 source rowRow 1 · 2022-03-07 · Exercise / conversion · Acquired 1,211 · Balance 80,471 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 3,632 |
Reported balance
After 2022-03-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-03-07 · Exercise / conversion · Disposed 1,211 · Balance 3,632 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3: The RSU vests as to 25% of the total shares quarterly on each of March 7, 2022, June 7, 2022 and September 7, 2022, with the final 25% vesting on the earlier of (i) December 7, 2022 and (ii) the 2022 annual stockholders meeting, subject to the reporting person's provision of service to the issuer on each vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT 1 | 7,200 |
Reported balance
Holding disclosure · report date 2022-03-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,200 F2: These securities are held of record by a grantor retained annuity trust for which the reporting person is the trustee and sole annuitant. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT 2 | 1,635 |
Reported balance
Holding disclosure · report date 2022-03-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,635 F2: These securities are held of record by a grantor retained annuity trust for which the reporting person is the trustee and sole annuitant. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT 3 | 1,100 |
Reported balance
Holding disclosure · report date 2022-03-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,100 F2: These securities are held of record by a grantor retained annuity trust for which the reporting person is the trustee and sole annuitant. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT 4 | 2,000 |
Reported balance
Holding disclosure · report date 2022-03-07 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,000 F2: These securities are held of record by a grantor retained annuity trust for which the reporting person is the trustee and sole annuitant. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT 5 | 2,000 |
Reported balance
Holding disclosure · report date 2022-03-07 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 2,000 F2: These securities are held of record by a grantor retained annuity trust for which the reporting person is the trustee and sole annuitant. |
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: These securities are held of record by a grantor retained annuity trust for which the reporting person is the trustee and sole annuitant.
F3: The RSU vests as to 25% of the total shares quarterly on each of March 7, 2022, June 7, 2022 and September 7, 2022, with the final 25% vesting on the earlier of (i) December 7, 2022 and (ii) the 2022 annual stockholders meeting, 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 |
|---|---|---|---|---|---|---|
| March 07, 2022 Filed Mar 8, 2022 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-22-000056 · wf-form4_164677523443985.xml · derivative · entry 7 LYNCH WILLIAM · CIK 0001441013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,632 Underlying: Class A Common Stock · 1,211 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The RSU vests as to 25% of the total shares quarterly on each of March 7, 2022, June 7, 2022 and September 7, 2022, with the final 25% vesting on the earlier of (i) December 7, 2022 and (ii) the 2022 annual stockholders meeting, subject to the reporting person's provision of service to the issuer on each vesting date. F3 · derivative.expiration_date: The RSU vests as to 25% of the total shares quarterly on each of March 7, 2022, June 7, 2022 and September 7, 2022, with the final 25% vesting on the earlier of (i) December 7, 2022 and (ii) the 2022 annual stockholders meeting, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| March 07, 2022 Filed Mar 8, 2022 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass A Common Stock | 1,211 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001639825-22-000056 · wf-form4_164677523443985.xml · nonDerivative · entry 1 LYNCH WILLIAM · CIK 0001441013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,471 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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| February 17, 2022 Filed Feb 17, 2022 17:58 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 6,250 | $32.49 | $203,070.00 |
DisclosureSEC source: 0001639825-22-000040 · wf-form4_164513869730347.xml · nonDerivative · entry 3 LYNCH WILLIAM · CIK 0001441013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,260 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 $32.0616 to $32.8863 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 |
| February 16, 2022 Filed Feb 17, 2022 17:58 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 10,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-22-000040 · wf-form4_164513869730347.xml · derivative · entry 10 LYNCH WILLIAM · CIK 0001441013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,774 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F6 · derivative.exercise_date: Pursuant to the terms of his severance arrangement and in connection with his transition from the role of President, 10,774 of Mr. Lynch's RSUs vested immediately and the remaining 18,854 were cancelled. F6 · derivative.expiration_date: Pursuant to the terms of his severance arrangement and in connection with his transition from the role of President, 10,774 of Mr. Lynch's RSUs vested immediately and the remaining 18,854 were cancelled. Read SEC document |
| February 16, 2022 Filed Feb 17, 2022 17:58 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 14,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-22-000040 · wf-form4_164513869730347.xml · derivative · entry 9 LYNCH WILLIAM · CIK 0001441013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 14,997 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F5 · derivative.exercise_date: Pursuant to the terms of his severance arrangement and in connection with his transition from the role of President, 14,997 of Mr. Lynch's RSUs vested immediately and the remaining 41,240 were cancelled. F5 · derivative.expiration_date: Pursuant to the terms of his severance arrangement and in connection with his transition from the role of President, 14,997 of Mr. Lynch's RSUs vested immediately and the remaining 41,240 were cancelled. Read SEC document |
| February 16, 2022 Filed Feb 17, 2022 17:58 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass A Common Stock | 10,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-22-000040 · wf-form4_164513869730347.xml · nonDerivative · entry 2 LYNCH WILLIAM · CIK 0001441013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,510 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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| February 16, 2022 Filed Feb 17, 2022 17:58 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass A Common Stock | 14,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-22-000040 · wf-form4_164513869730347.xml · nonDerivative · entry 1 LYNCH WILLIAM · CIK 0001441013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,736 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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GrantStock Option (right to buy Class A Common Stock) · Derivative | 7,010 | $0.00 Strike: $37.27 | $0.00 |
DisclosureSEC source: 0001639825-22-000025 · wf-form4_164452886512946.xml · derivative · entry 2 LYNCH WILLIAM · CIK 0001441013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,010 Underlying: Class A Common Stock · 7,010 shares Expires 2032-02-07 F3 · derivative.exercise_date: The option vests as to 25% of the total shares quarterly on each of March 7, 2022, June 7, 2022 and September 7, 2022, with the final 25% vesting on the earlier of (i) December 7, 2022 and (ii) the 2022 annual stockholders meeting, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GrantRestricted Stock Unit (RSU) · Derivative | 4,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-22-000025 · wf-form4_164452886512946.xml · derivative · entry 1 LYNCH WILLIAM · CIK 0001441013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,843 Underlying: Class A Common Stock · 4,843 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 RSU vests as to 25% of the total shares quarterly on each of March 7, 2022, June 7, 2022 and September 7, 2022, with the final 25% vesting on the earlier of (i) December 7, 2022 and (ii) the 2022 annual stockholders meeting, subject to the reporting person's provision of service to the issuer on each vesting date. F2 · derivative.expiration_date: The RSU vests as to 25% of the total shares quarterly on each of March 7, 2022, June 7, 2022 and September 7, 2022, with the final 25% vesting on the earlier of (i) December 7, 2022 and (ii) the 2022 annual stockholders meeting, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass B Common Stock · Derivative | 11,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000338 · wf-form4_163770323988671.xml · derivative · entry 9 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,574,333 Underlying: Class A Common Stock · 11,333 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each share of 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. F5 · 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. F5 · 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 |
| November 19, 2021 Filed Nov 23, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionStock Option (right to buy Class B Common Stock) · Derivative | 11,333 | $0.00 Strike: $8.82 | $0.00 |
DisclosureSEC source: 0001639825-21-000338 · wf-form4_163770323988671.xml · derivative · entry 8 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,567,119 Underlying: Class B Common Stock · 11,333 shares Expires 2029-01-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option vests as to 2.0833% of the total shares monthly, commencing February 17, 2019, with 100% of the total shares vested on January 17, 2023, subject to the 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. F5 · 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 |
| November 18, 2021 Filed Nov 23, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 1,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000338 · wf-form4_163770323988671.xml · nonDerivative · entry 4 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,739 F3 · shares: Represents shares of the Issuer's Class A Common Stock that the GRAT 3 transferred as a gift to the Reporting Person. Read SEC document |
| November 18, 2021 Filed Nov 23, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 1,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000338 · wf-form4_163770323988671.xml · nonDerivative · entry 3 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT 3 Disclosed balance after: 1,100 F3 · shares: Represents shares of the Issuer's Class A Common Stock that the GRAT 3 transferred as a gift to the Reporting Person. F2 · ownership.nature: These securities are held of record by a grantor retained annuity trust for which the reporting person is the trustee and sole annuitant. Read SEC document |
| November 17, 2021 Filed Nov 23, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 2,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000338 · wf-form4_163770323988671.xml · nonDerivative · entry 2 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,889 F1 · shares: Represents shares of the Issuer's Class A Common Stock that the GRAT 2 transferred as a gift to the Reporting Person. Read SEC document |
| November 17, 2021 Filed Nov 23, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 2,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000338 · wf-form4_163770323988671.xml · nonDerivative · entry 1 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT 2 Disclosed balance after: 1,635 F1 · shares: Represents shares of the Issuer's Class A Common Stock that the GRAT 2 transferred as a gift to the Reporting Person. F2 · ownership.nature: These securities are held of record by a grantor retained annuity trust for which the reporting person is the trustee and sole annuitant. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 20:06 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 2,268 | $53.13 | $120,504.06 |
DisclosureSEC source: 0001639825-21-000334 · wf-form4_163719757099850.xml · nonDerivative · entry 7 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,574 F5 · 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. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.11 to $53.3579 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 20:06 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 2,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000334 · wf-form4_163719757099850.xml · derivative · entry 14 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,628 Underlying: Class A Common Stock · 2,693 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F12 · 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. F12 · 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 |
| November 15, 2021 Filed Nov 17, 2021 20:06 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 3,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000334 · wf-form4_163719757099850.xml · derivative · entry 13 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,237 Underlying: Class A Common Stock · 3,749 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F11 · 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 and exercisable on August 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. F11 · 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 and exercisable on August 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 20:06 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass A Common Stock | 2,693 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001639825-21-000334 · wf-form4_163719757099850.xml · nonDerivative · entry 6 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,842 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 20:06 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass A Common Stock | 3,749 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001639825-21-000334 · wf-form4_163719757099850.xml · nonDerivative · entry 5 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,149 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| November 10, 2021 Filed Nov 17, 2021 20:06 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass B Common Stock · Derivative | 675,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000334 · wf-form4_163719757099850.xml · derivative · entry 12 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By Lynch Holdings I LP - Hydra Series Disclosed balance after: 675,000 Underlying: Class A Common Stock · 675,000 shares Expires not disclosed F7 · 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 · shares: Represents shares of the Issuer's Class B Common Stock that the Lynch Holdings I LP transferred as a gift to Lynch Holdings I LP - Hydra Series. F7 · 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. F7 · 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. F10 · ownership.nature: These securities are held of record by Lynch Holdings I LP - Hydra Series ("Lynch Holdings LP - Hydra Series"). Lynch Holdings GP LLC is the general partner of Lynch Holdings LP - Hydra Series ("Lynch GP LLC"). Trusts for which the reporting person and his spouse are trustees are the members of Lynch GP LLC and each may be deemed to share voting and investment power over the shares held by Lynch Holdings LP - Hydra Series and each have been determined to have a pecuniary interest over the shares held by Lynch Holdings LP - Hydra Series. Read SEC document |
| November 10, 2021 Filed Nov 17, 2021 20:06 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass B Common Stock · Derivative | 675,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000334 · wf-form4_163719757099850.xml · derivative · entry 11 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By limited partnership Disclosed balance after: 0 Underlying: Class A Common Stock · 675,000 shares Expires not disclosed F7 · 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 · shares: Represents shares of the Issuer's Class B Common Stock that the Lynch Holdings I LP transferred as a gift to Lynch Holdings I LP - Hydra Series. F7 · 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. F7 · 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. F9 · ownership.nature: These securities are held of record by Lynch Holdings I LP ("Lynch Holdings LP"). Lynch Holdings GP LLC is the general partner of Lynch Holdings LP ("Lynch GP LLC"). Trusts for which the reporting person and his spouse are trustees are the members of Lynch GP LLC and each may be deemed to share voting and investment power over the shares held by Lynch Holdings LP and each have been determined to have a pecuniary interest over the shares held by Lynch Holdings LP. Read SEC document |
| November 10, 2021 Filed Nov 17, 2021 20:06 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000334 · wf-form4_163719757099850.xml · nonDerivative · entry 4 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,400 F3 · shares: Represents shares of the Issuer's Class A Common Stock that the GRAT 3 transferred as a gift to the Reporting Person. Read SEC document |
| November 10, 2021 Filed Nov 17, 2021 20:06 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000334 · wf-form4_163719757099850.xml · nonDerivative · entry 3 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT 3 Disclosed balance after: 2,950 F3 · shares: Represents shares of the Issuer's Class A Common Stock that the GRAT 3 transferred as a gift to the Reporting Person. F2 · ownership.nature: These securities are held of record by a grantor retained annuity trust for which the reporting person is the trustee and sole annuitant. Read SEC document |
| November 10, 2021 Filed Nov 17, 2021 20:06 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000334 · wf-form4_163719757099850.xml · nonDerivative · entry 2 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,350 F1 · shares: Represents shares of the Issuer's Class A Common Stock that the GRAT 2 transferred as a gift to the Reporting Person. Read SEC document |
| November 10, 2021 Filed Nov 17, 2021 20:06 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000334 · wf-form4_163719757099850.xml · nonDerivative · entry 1 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT 2 Disclosed balance after: 3,950 F1 · shares: Represents shares of the Issuer's Class A Common Stock that the GRAT 2 transferred as a gift to the Reporting Person. F2 · ownership.nature: These securities are held of record by a grantor retained annuity trust for which the reporting person is the trustee and sole annuitant. Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass B Common Stock · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000316 · wf-form4_163597153368271.xml · derivative · entry 7 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,563,000 Underlying: Class A Common Stock · 50,000 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. F3 · 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. F4 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F3 · 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. F3 · 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 |
| November 02, 2021 Filed Nov 3, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000316 · wf-form4_163597153368271.xml · nonDerivative · entry 1 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,300 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 14, 2021 Filed Sep 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass B Common Stock · Derivative | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000296 · wf-form4_163182442052312.xml · derivative · entry 15 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,613,000 Underlying: Class A Common Stock · 28,333 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. F11 · 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. F12 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F11 · 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. F11 · 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 14, 2021 Filed Sep 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass B Common Stock · Derivative | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000296 · wf-form4_163182442052312.xml · derivative · entry 14 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,641,333 Underlying: Class A Common Stock · 28,333 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. F11 · 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. F11 · 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. F11 · 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 14, 2021 Filed Sep 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionStock Option (right to buy Class B Common Stock) · Derivative | 28,333 | $0.00 Strike: $3.28 | $0.00 |
DisclosureSEC source: 0001639825-21-000296 · wf-form4_163182442052312.xml · derivative · entry 13 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,002 Underlying: Class B Common Stock · 28,333 shares Expires 2028-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_date: The option vests as to 2.0833% of the total shares monthly, commencing April 15, 2018, with 100% of the total shares vested on March 15, 2022, subject to the 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. F11 · 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 14, 2021 Filed Sep 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 1,600 | $113.38 | $181,408.96 |
DisclosureSEC source: 0001639825-21-000296 · wf-form4_163182442052312.xml · nonDerivative · entry 7 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.04 to $113.81 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 14, 2021 Filed Sep 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 8,929 | $112.58 | $1,005,226.82 |
DisclosureSEC source: 0001639825-21-000296 · wf-form4_163182442052312.xml · nonDerivative · entry 6 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900 F2 · 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 $112.01 to $112.99 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 14, 2021 Filed Sep 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 2,802 | $111.71 | $313,006.94 |
DisclosureSEC source: 0001639825-21-000296 · wf-form4_163182442052312.xml · nonDerivative · entry 5 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,829 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 $111.01 to $112.00 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 14, 2021 Filed Sep 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 2,646 | $110.46 | $292,284.83 |
DisclosureSEC source: 0001639825-21-000296 · wf-form4_163182442052312.xml · nonDerivative · entry 4 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,631 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 $109.97 to $110.96 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 14, 2021 Filed Sep 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 4,312 | $109.33 | $471,447.78 |
DisclosureSEC source: 0001639825-21-000296 · wf-form4_163182442052312.xml · nonDerivative · entry 3 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,277 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 $108.93 to $109.90 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 14, 2021 Filed Sep 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 8,044 | $108.34 | $871,499.03 |
DisclosureSEC source: 0001639825-21-000296 · wf-form4_163182442052312.xml · nonDerivative · entry 2 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,589 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 $107.89 to $108.83 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 14, 2021 Filed Sep 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass A Common Stock | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000296 · wf-form4_163182442052312.xml · nonDerivative · entry 1 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,633 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 16:38 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GrantRestricted Stock Unit (RSU) · Derivative | 32,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000283 · wf-form4_163070146529907.xml · derivative · entry 2 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,321 Underlying: Class A Common Stock · 32,321 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 16:38 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GrantRestricted Stock Unit (RSU) · Derivative | 59,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000283 · wf-form4_163070146529907.xml · derivative · entry 1 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,986 Underlying: Class A Common Stock · 59,986 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 16, 2021 Filed Aug 18, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass B Common Stock · Derivative | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000242 · wf-form4_162931874328502.xml · derivative · entry 13 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,613,000 Underlying: Class A Common Stock · 28,333 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each share of 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. F10 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F9 · 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. F9 · 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 16, 2021 Filed Aug 18, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass B Common Stock · Derivative | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000242 · wf-form4_162931874328502.xml · derivative · entry 12 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,641,333 Underlying: Class A Common Stock · 28,333 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each share of 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 · 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. F9 · 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 16, 2021 Filed Aug 18, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionStock Option (right to buy Class B Common Stock) · Derivative | 28,333 | $0.00 Strike: $3.28 | $0.00 |
DisclosureSEC source: 0001639825-21-000242 · wf-form4_162931874328502.xml · derivative · entry 11 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,335 Underlying: Class B Common Stock · 28,333 shares Expires 2028-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: The option vests as to 2.0833% of the total shares monthly, commencing April 15, 2018, with 100% of the total shares vested on March 15, 2022, subject to the 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. F9 · 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 16, 2021 Filed Aug 18, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 3,318 | $111.14 | $368,748.92 |
DisclosureSEC source: 0001639825-21-000242 · wf-form4_162931874328502.xml · nonDerivative · entry 5 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300 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 $110.94 to $111.59 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 16, 2021 Filed Aug 18, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 18,200 | $110.20 | $2,005,594.50 |
DisclosureSEC source: 0001639825-21-000242 · wf-form4_162931874328502.xml · nonDerivative · entry 4 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,618 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 $109.77 to $110.73 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 16, 2021 Filed Aug 18, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 4,587 | $109.29 | $501,308.18 |
DisclosureSEC source: 0001639825-21-000242 · wf-form4_162931874328502.xml · nonDerivative · entry 3 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,818 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 $108.72 to $109.71 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 |
| August 16, 2021 Filed Aug 18, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 2,228 | $108.03 | $240,682.15 |
DisclosureSEC source: 0001639825-21-000242 · wf-form4_162931874328502.xml · nonDerivative · entry 2 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,405 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 $107.66 to $108.63 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 16, 2021 Filed Aug 18, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass A Common Stock | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000242 · wf-form4_162931874328502.xml · nonDerivative · entry 1 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,633 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 14, 2021 Filed Jul 16, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass B Common Stock · Derivative | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000215 · wf-form4_162646751254744.xml · derivative · entry 13 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,613,000 Underlying: Class A Common Stock · 28,333 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each share of 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. F10 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F9 · 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. F9 · 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 14, 2021 Filed Jul 16, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass B Common Stock · Derivative | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000215 · wf-form4_162646751254744.xml · derivative · entry 12 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,641,333 Underlying: Class A Common Stock · 28,333 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each share of 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 · 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. F9 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.