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 |
|---|---|---|---|---|---|---|
| July 14, 2021 Filed Jul 16, 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: 0001639825-21-000215 · wf-form4_162646751254744.xml · derivative · entry 11 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,668 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 |
| July 14, 2021 Filed Jul 16, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 500 | $116.58 | $58,288.00 |
DisclosureSEC source: 0001639825-21-000215 · wf-form4_162646751254744.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 $116.48 to $116.64 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 14, 2021 Filed Jul 16, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 1,400 | $115.81 | $162,135.96 |
DisclosureSEC source: 0001639825-21-000215 · wf-form4_162646751254744.xml · nonDerivative · entry 4 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 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 $115.44 to $116.06 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 14, 2021 Filed Jul 16, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 20,129 | $114.85 | $2,311,831.75 |
DisclosureSEC source: 0001639825-21-000215 · wf-form4_162646751254744.xml · nonDerivative · entry 3 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 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 $114.44 to $115.25 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 14, 2021 Filed Jul 16, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 6,304 | $113.71 | $716,851.16 |
DisclosureSEC source: 0001639825-21-000215 · wf-form4_162646751254744.xml · nonDerivative · entry 2 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,329 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 $113.35 to $114.17 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 14, 2021 Filed Jul 16, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass A Common Stock | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000215 · wf-form4_162646751254744.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 |
| June 14, 2021 Filed Jun 16, 2021 16:31 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass B Common Stock · Derivative | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000194 · wf-form4_162387548637746.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. 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 |
| June 14, 2021 Filed Jun 16, 2021 16:31 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass B Common Stock · Derivative | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000194 · wf-form4_162387548637746.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. 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 |
| June 14, 2021 Filed Jun 16, 2021 16:31 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: 0001639825-21-000194 · wf-form4_162387548637746.xml · derivative · entry 11 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,001 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. F7 · 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. 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 |
| June 14, 2021 Filed Jun 16, 2021 16:31 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 100 | $114.66 | $11,466.00 |
DisclosureSEC source: 0001639825-21-000194 · wf-form4_162387548637746.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. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 16:31 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 1,300 | $114.07 | $148,286.97 |
DisclosureSEC source: 0001639825-21-000194 · wf-form4_162387548637746.xml · nonDerivative · entry 4 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 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 $113.62 to $114.59 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 |
| June 14, 2021 Filed Jun 16, 2021 16:31 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 10,624 | $113.02 | $1,200,674.55 |
DisclosureSEC source: 0001639825-21-000194 · wf-form4_162387548637746.xml · nonDerivative · entry 3 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,700 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 $112.60 to $113.59 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 |
| June 14, 2021 Filed Jun 16, 2021 16:31 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 16,309 | $112.12 | $1,828,483.54 |
DisclosureSEC source: 0001639825-21-000194 · wf-form4_162387548637746.xml · nonDerivative · entry 2 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,324 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 $111.60 to $112.59 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 |
| June 14, 2021 Filed Jun 16, 2021 16:31 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass A Common Stock | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000194 · wf-form4_162387548637746.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 |
| May 24, 2021 Filed May 24, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000177 · wf-form4_162188834037661.xml · nonDerivative · entry 8 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300 Read SEC document |
| May 24, 2021 Filed May 24, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000177 · wf-form4_162188834037661.xml · nonDerivative · entry 7 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT 1 Disclosed balance after: 7,200 F1 · 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 |
| May 20, 2021 Filed May 24, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass B Common Stock · Derivative | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000177 · wf-form4_162188834037661.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. 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. F7 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. 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 |
| May 20, 2021 Filed May 24, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass B Common Stock · Derivative | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000177 · wf-form4_162188834037661.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. 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 |
| May 20, 2021 Filed May 24, 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: 0001639825-21-000177 · wf-form4_162188834037661.xml · derivative · entry 13 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,334 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. F6 · 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. 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 |
| May 20, 2021 Filed May 24, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass B Common Stock · Derivative | 110,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000177 · wf-form4_162188834037661.xml · derivative · entry 12 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT 6 Disclosed balance after: 110,000 Underlying: Class A Common Stock · 110,000 shares Expires not disclosed 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. F1 · 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 |
| May 20, 2021 Filed May 24, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass B Common Stock · Derivative | 110,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000177 · wf-form4_162188834037661.xml · derivative · entry 11 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,613,000 Underlying: Class A Common Stock · 110,000 shares Expires not disclosed 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 |
| May 20, 2021 Filed May 24, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 28,333 | $100.04 | $2,834,402.15 |
DisclosureSEC source: 0001639825-21-000177 · wf-form4_162188834037661.xml · nonDerivative · entry 6 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 F3 · 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 $100.00 to $100.16 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 |
| May 20, 2021 Filed May 24, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass A Common Stock | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000177 · wf-form4_162188834037661.xml · nonDerivative · entry 5 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,533 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents the number of shares that were acquired upon conversion of Class B Common Stock to Class A Common Stock. Read SEC document |
| May 18, 2021 Filed May 24, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000177 · wf-form4_162188834037661.xml · nonDerivative · entry 4 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT 5 Disclosed balance after: 2,000 F1 · 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 |
| May 18, 2021 Filed May 24, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000177 · wf-form4_162188834037661.xml · nonDerivative · entry 3 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 Read SEC document |
| May 18, 2021 Filed May 24, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000177 · wf-form4_162188834037661.xml · nonDerivative · entry 2 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT 4 Disclosed balance after: 2,000 F1 · 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 |
| May 18, 2021 Filed May 24, 2021 16:32 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GiftClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000177 · wf-form4_162188834037661.xml · nonDerivative · entry 1 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,200 Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass B Common Stock · Derivative | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000139 · wf-form4_161860517565014.xml · derivative · entry 12 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,723,000 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. F10 · 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 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F10 · 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. F10 · 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 |
| April 14, 2021 Filed Apr 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: 0001639825-21-000139 · wf-form4_161860517565014.xml · derivative · entry 11 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,751,333 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. F10 · 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 · 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. F10 · 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 |
| April 14, 2021 Filed Apr 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: 0001639825-21-000139 · wf-form4_161860517565014.xml · derivative · entry 10 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,667 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. F9 · 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 ofservice 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. F10 · 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 |
| April 14, 2021 Filed Apr 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 2,409 | $122.16 | $294,277.66 |
DisclosureSEC source: 0001639825-21-000139 · wf-form4_161860517565014.xml · nonDerivative · entry 6 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 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 $121.72 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 |
| April 14, 2021 Filed Apr 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 1,700 | $121.28 | $206,174.98 |
DisclosureSEC source: 0001639825-21-000139 · wf-form4_161860517565014.xml · nonDerivative · entry 5 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,609 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 $120.72 to $121.69 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 |
| April 14, 2021 Filed Apr 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 4,625 | $119.77 | $553,934.40 |
DisclosureSEC source: 0001639825-21-000139 · wf-form4_161860517565014.xml · nonDerivative · entry 4 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,309 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 $119.45 to $120.42 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 |
| April 14, 2021 Filed Apr 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 10,439 | $118.96 | $1,241,825.53 |
DisclosureSEC source: 0001639825-21-000139 · wf-form4_161860517565014.xml · nonDerivative · entry 3 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,934 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 $118.42 to $119.41 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 |
| April 14, 2021 Filed Apr 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 9,160 | $117.94 | $1,080,369.79 |
DisclosureSEC source: 0001639825-21-000139 · wf-form4_161860517565014.xml · nonDerivative · entry 2 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,373 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 $117.42 to $118.40 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 |
| April 14, 2021 Filed Apr 16, 2021 16:33 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass A Common Stock | 28,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000139 · wf-form4_161860517565014.xml · nonDerivative · entry 1 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,533 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 |
| March 01, 2021 Filed Mar 3, 2021 16:35 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | GrantStock Option (right to buy Class A Common Stock) · Derivative | 105,221 | $0.00 Strike: $123.81 | $0.00 |
DisclosureSEC source: 0001639825-21-000093 · wf-form4_161480728819450.xml · derivative · entry 1 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,221 Underlying: Class A Common Stock · 105,221 shares Expires 2031-02-28 F1 · derivative.exercise_date: The option vests as to 6.25% of the total shares quarterly, commencing May 15, 2021, with 100% of the total shares vested and exercisable on February 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass B Common Stock · Derivative | 116,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000073 · wf-form4_161368400591424.xml · derivative · entry 15 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,723,000 Underlying: Class A Common Stock · 116,670 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. F14 · 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. F15 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F14 · 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. F14 · 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 |
| February 16, 2021 Filed Feb 18, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionClass B Common Stock · Derivative | 116,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000073 · wf-form4_161368400591424.xml · derivative · entry 14 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,839,670 Underlying: Class A Common Stock · 116,670 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. F14 · 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. F14 · 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. F14 · 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 |
| February 16, 2021 Filed Feb 18, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | Exercise / conversionStock Option (right to buy Class B Common Stock) · Derivative | 116,670 | $0.00 Strike: $2.89 | $0.00 |
DisclosureSEC source: 0001639825-21-000073 · wf-form4_161368400591424.xml · derivative · entry 13 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,594 Underlying: Class B Common Stock · 116,670 shares Expires 2027-08-07 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. F13 · derivative.exercise_date: The option vested as to 25% of the total shares on February 9, 2018, then 2.0833% of the total shares vest monthly thereafter, with 100% of the total shares vested and exercisable on February 9, 2021, 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. F14 · 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 |
| February 16, 2021 Filed Feb 18, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 100 | $155.50 | $15,550.00 |
DisclosureSEC source: 0001639825-21-000073 · wf-form4_161368400591424.xml · nonDerivative · entry 9 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 F3 · 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 |
| February 16, 2021 Filed Feb 18, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 8,694 | $152.33 | $1,324,394.40 |
DisclosureSEC source: 0001639825-21-000073 · wf-form4_161368400591424.xml · nonDerivative · entry 8 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.94 to $152.66 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, 2021 Filed Feb 18, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 32,373 | $151.49 | $4,904,082.18 |
DisclosureSEC source: 0001639825-21-000073 · wf-form4_161368400591424.xml · nonDerivative · entry 7 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,994 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.93 to $151.91 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, 2021 Filed Feb 18, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 13,285 | $150.57 | $2,000,358.32 |
DisclosureSEC source: 0001639825-21-000073 · wf-form4_161368400591424.xml · nonDerivative · entry 6 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,367 F3 · 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 $149.93 to $150.91 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, 2021 Filed Feb 18, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 2,573 | $149.16 | $383,779.67 |
DisclosureSEC source: 0001639825-21-000073 · wf-form4_161368400591424.xml · nonDerivative · entry 5 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,652 F3 · 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 $148.90 to $149.27 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, 2021 Filed Feb 18, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 15,090 | $148.14 | $2,235,384.31 |
DisclosureSEC source: 0001639825-21-000073 · wf-form4_161368400591424.xml · nonDerivative · entry 4 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,225 F3 · 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 $147.77 to $148.73 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 |
| February 16, 2021 Filed Feb 18, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 22,628 | $147.22 | $3,331,205.91 |
DisclosureSEC source: 0001639825-21-000073 · wf-form4_161368400591424.xml · nonDerivative · entry 3 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,315 F3 · 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 $146.77 to $147.75 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, 2021 Filed Feb 18, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | SaleClass A Common Stock | 21,927 | $146.22 | $3,206,168.13 |
DisclosureSEC source: 0001639825-21-000073 · wf-form4_161368400591424.xml · nonDerivative · entry 2 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,943 F3 · 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 $145.76 to $146.75 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, 2021 Filed Feb 18, 2021 16:34 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass A Common Stock | 116,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000073 · wf-form4_161368400591424.xml · nonDerivative · entry 1 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,870 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. F2 · balance_after: Includes 4,200 shares that were transferred from a grantor retained annuity trust to the reporting person on February 10, 2021. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 16:35 UTC | PELOTON INTERACTIVE, INC. PTON · Entity 4430 | ConversionClass B Common Stock · Derivative | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001639825-21-000028 · wf-form4_161299290891642.xml · derivative · entry 13 LYNCH WILLIAM · CIK 0001441013 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,723,000 Underlying: Class A Common Stock · 500,000 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. F11 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will automatically be converted 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 be converted 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 be converted 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.