Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MediaAlpha, Inc.MAX · Entity 1093 | VICE PRESIDENT, PRODUCT | October 30, 2021 | November 04, 2021 |
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.
MediaAlpha, Inc.
Report date October 30, 2021 · Filed November 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 39,869 |
Reported balance
After 2021-10-30 transaction · row 1
1 source rowRow 1 · 2021-10-30 · Exercise / conversion · Acquired 7,658 · Balance 39,869 F1: One share of Class A Common Stock was issued upon the vesting of each Restricted Stock Unit ("RSU"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 61,259 |
Reported balance
After 2021-10-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-10-30 · Exercise / conversion · Disposed 7,658 · Balance 61,259 F2: Each RSU represents a contingent right to receive one share of Class A Common Stock, or at the option of the Compensation Committee, cash of equivalent value. F3: On October 30, 2020, the Reporting Person was granted 91,888 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: One share of Class A Common Stock was issued upon the vesting of each Restricted Stock Unit ("RSU").
F2: Each RSU represents a contingent right to receive one share of Class A Common Stock, or at the option of the Compensation Committee, cash of equivalent value.
F3: On October 30, 2020, the Reporting Person was granted 91,888 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through 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 |
|---|---|---|---|---|---|---|
| October 30, 2021 Filed Nov 4, 2021 00:12 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionRestricted Stock Units · Derivative | 7,658 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000144 · wf-form4_163598470860962.xml · derivative · entry 2 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,259 Underlying: Class A Common Stock · 7,658 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A Common Stock, or at the option of the Compensation Committee, cash of equivalent value. F3 · derivative.exercise_date: On October 30, 2020, the Reporting Person was granted 91,888 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. F3 · derivative.expiration_date: On October 30, 2020, the Reporting Person was granted 91,888 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. Read SEC document |
| October 30, 2021 Filed Nov 4, 2021 00:12 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass A Common Stock | 7,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000144 · wf-form4_163598470860962.xml · nonDerivative · entry 1 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,869 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: One share of Class A Common Stock was issued upon the vesting of each Restricted Stock Unit ("RSU"). Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:23 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass B-1 Units of QL Holdings LLC and Class B Common Stock · Derivative | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000096 · wf-form4_163070777015095.xml · derivative · entry 2 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,119 Underlying: Class A Common Stock · 12,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. F1 · derivative.exercise_price: On September 1, 2021, the Reporting Person exchanged 12,000 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 12,000 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis. F1 · price: On September 1, 2021, the Reporting Person exchanged 12,000 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 12,000 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis. F2 · derivative.exercise_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. F2 · derivative.expiration_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:23 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass A Common Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000096 · wf-form4_163070777015095.xml · nonDerivative · entry 1 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,211 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: On September 1, 2021, the Reporting Person exchanged 12,000 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 12,000 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 00:12 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleClass A Common Stock | 3,446 | $32.54 | $112,132.84 |
DisclosureSEC source: 0001818383-21-000069 · wf-form4_162803593077135.xml · nonDerivative · entry 3 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,211 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 00:12 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass B-1 Units of QL Holdings LLC and Class B Common Stock · Derivative | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000069 · wf-form4_162803593077135.xml · derivative · entry 5 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,119 Underlying: Class A Common Stock · 12,000 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. F6 · security: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. F2 · derivative.exercise_price: On August 2, 2021, the Reporting Person exchanged 12,000 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 12,000 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis. F2 · price: On August 2, 2021, the Reporting Person exchanged 12,000 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 12,000 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis. F6 · derivative.exercise_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. F6 · derivative.expiration_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 00:12 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass A Common Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000069 · wf-form4_162803593077135.xml · nonDerivative · entry 2 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,657 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 · price: On August 2, 2021, the Reporting Person exchanged 12,000 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 12,000 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis. Read SEC document |
| July 30, 2021 Filed Aug 4, 2021 00:12 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionRestricted Stock Units · Derivative | 7,657 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000069 · wf-form4_162803593077135.xml · derivative · entry 4 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,917 Underlying: Class A Common Stock · 7,657 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 RSU represents a contingent right to receive one share of Class A Common Stock, or at the option of the Compensation Committee, cash of equivalent value. F5 · derivative.exercise_date: On October 30, 2020, the Reporting Person was granted 91,888 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. F5 · derivative.expiration_date: On October 30, 2020, the Reporting Person was granted 91,888 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. Read SEC document |
| July 30, 2021 Filed Aug 4, 2021 00:12 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass A Common Stock | 7,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000069 · wf-form4_162803593077135.xml · nonDerivative · entry 1 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,657 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: One share of Class A Common Stock was issued upon the vesting of each Restricted Stock Unit ("RSU"). Read SEC document |
| July 19, 2021 Filed Jul 21, 2021 23:59 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleClass A Common Stock | 10,000 | $30.49 | $304,900.00 |
DisclosureSEC source: 0001818383-21-000039 · wf-form4_162691193878373.xml · nonDerivative · entry 1 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| July 07, 2021 Filed Jul 10, 2021 00:29 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleClass A Common Stock | 361 | $38.96 | $14,062.86 |
DisclosureSEC source: 0001818383-21-000034 · wf-form4_162587696193226.xml · nonDerivative · entry 3 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · price: Reflects the weighted-average sale price for shares sold in multiple transactions at prices ranging from $38.71 to $39.26 per share. The Reporting Person undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 07, 2021 Filed Jul 10, 2021 00:29 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleClass A Common Stock | 600 | $37.99 | $22,795.98 |
DisclosureSEC source: 0001818383-21-000034 · wf-form4_162587696193226.xml · nonDerivative · entry 2 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,361 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: Reflects the weighted-average sale price for shares sold in multiple transactions at prices ranging from $37.65 to $38.36 per share. The Reporting Person undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 07, 2021 Filed Jul 10, 2021 00:29 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleClass A Common Stock | 9,039 | $37.08 | $335,141.71 |
DisclosureSEC source: 0001818383-21-000034 · wf-form4_162587696193226.xml · nonDerivative · entry 1 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,961 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: Reflects the weighted-average sale price for shares sold in multiple transactions at prices ranging from $36.65 to $37.61 per share. The Reporting Person undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 23:04 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass B-1 Units of QL Holdings LLC and Class B Common Stock · Derivative | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000017 · wf-form4_162526704794920.xml · derivative · entry 3 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,119 Underlying: Class A Common Stock · 24,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On July 1, 2021, the Reporting Person exchanged 24,000 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 24,000 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis. F1 · price: On July 1, 2021, the Reporting Person exchanged 24,000 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 24,000 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis. F4 · derivative.exercise_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC (QLH), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. F4 · derivative.expiration_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC (QLH), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 23:04 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleClass A Common Stock | 11,214 | $41.51 | $465,493.14 |
DisclosureSEC source: 0001818383-21-000017 · wf-form4_162526704794920.xml · nonDerivative · entry 2 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: Reflects the weighted-average sale price for shares sold in multiple transactions at prices ranging from $40.91 to $41.86 per share. The Reporting Person undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 23:04 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass A Common Stock | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-21-000017 · wf-form4_162526704794920.xml · nonDerivative · entry 1 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,214 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: On July 1, 2021, the Reporting Person exchanged 24,000 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 24,000 shares of Class B Common Stock (the "Class B Common Stock") for shares of Class A Common Stock on a one-for-one basis. Read SEC document |
| May 19, 2021 Filed May 21, 2021 20:55 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleClass A Common Stock | 4,100 | $37.42 | $153,403.55 |
DisclosureSEC source: 0001209191-21-034970 · doc4.xml · nonDerivative · entry 1 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,214 F1 · kind: Sale was effected by the reporting person to satisfy tax liabilities arising from the vesting of restricted stock units granted to the reporting person on October 30, 2020. F2 · price: Reflects the weighted-average sale price for shares sold in multiple transactions at prices ranging from $37.00 to $37.84 per share. Reporting person undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:28 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionRestricted Stock Units · Derivative | 7,657 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029735 · doc4.xml · derivative · entry 2 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,574 Underlying: Class A Common Stock · 7,657 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A Common Stock, or at the option of the Compensation Committee, cash of equivalent value. F3 · derivative.exercise_date: On October 30, 2020, the Reporting Person was granted 91,888 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. F3 · derivative.expiration_date: On October 30, 2020, the Reporting Person was granted 91,888 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:28 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass A Common Stock | 7,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029735 · doc4.xml · nonDerivative · entry 1 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,314 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: One share of Class A Common Stock was issued upon the vesting of each Restricted Stock Unit ("RSU"). Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 20:33 UTC | MediaAlpha, Inc. MAX · Entity 1093 | ConversionClass B-1 Units of QL Holdings LLC and Class B Common Stock · Derivative | 23,563 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-023013 · doc4.xml · derivative · entry 3 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,119 Underlying: Class A Common Stock · 23,563 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 · security: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. Pursuant to Mr. Perine's award agreements, 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 75% of the equity will vest ratably each month over the following 36 months; provided, that with respect to Mr. Perine's most recent award agreement, 50% of the equity granted is currently vested, an additional 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 25% of the equity will vest ratably each month over the following 12 months. F4 · derivative.exercise_price: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. Pursuant to Mr. Perine's award agreements, 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 75% of the equity will vest ratably each month over the following 36 months; provided, that with respect to Mr. Perine's most recent award agreement, 50% of the equity granted is currently vested, an additional 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 25% of the equity will vest ratably each month over the following 12 months. F4 · kind: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. Pursuant to Mr. Perine's award agreements, 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 75% of the equity will vest ratably each month over the following 36 months; provided, that with respect to Mr. Perine's most recent award agreement, 50% of the equity granted is currently vested, an additional 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 25% of the equity will vest ratably each month over the following 12 months. F2 · price: On March 23, 2021, Mr. Perine exchanged 23,563 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 23,563 shares of Class B Common Stock (the "Class B Common Stock"), for shares of Class A Common Stock on a one-for-one basis. F4 · price: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. Pursuant to Mr. Perine's award agreements, 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 75% of the equity will vest ratably each month over the following 36 months; provided, that with respect to Mr. Perine's most recent award agreement, 50% of the equity granted is currently vested, an additional 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 25% of the equity will vest ratably each month over the following 12 months. F4 · derivative.exercise_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. Pursuant to Mr. Perine's award agreements, 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 75% of the equity will vest ratably each month over the following 36 months; provided, that with respect to Mr. Perine's most recent award agreement, 50% of the equity granted is currently vested, an additional 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 25% of the equity will vest ratably each month over the following 12 months. F4 · derivative.expiration_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QL Holdings LLC ("QLH"), Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit, together with one share of Class B Common Stock, is exchangeable for one share of Class A Common Stock, subject to vesting conditions set forth in separate agreements. Pursuant to Mr. Perine's award agreements, 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 75% of the equity will vest ratably each month over the following 36 months; provided, that with respect to Mr. Perine's most recent award agreement, 50% of the equity granted is currently vested, an additional 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 25% of the equity will vest ratably each month over the following 12 months. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 20:33 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleClass A Common Stock | 23,563 | $44.62 | $1,051,381.06 |
DisclosureSEC source: 0001209191-21-023013 · doc4.xml · nonDerivative · entry 2 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,657 F3 · price: This amount represents the $46.00 secondary public offering price per share of Class A Common Stock, less the underwriting discount of $1.38 per share. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 20:33 UTC | MediaAlpha, Inc. MAX · Entity 1093 | ConversionClass A Common Stock | 23,563 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-023013 · doc4.xml · nonDerivative · entry 1 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,220 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 · security: On March 23, 2021, MediaAlpha, Inc. (the "Issuer") closed a secondary offering of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). The Issuer did not offer any of its common stock in the offering and did not receive any proceeds from the offering. F2 · price: On March 23, 2021, Mr. Perine exchanged 23,563 Class B-1 Units of QL Holdings LLC (the "Class B-1 Units"), along with 23,563 shares of Class B Common Stock (the "Class B Common Stock"), for shares of Class A Common Stock on a one-for-one basis. Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 23:18 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionRestricted Stock Units · Derivative | 7,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006899 · doc4.xml · derivative · entry 2 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,231 Underlying: Class A Common Stock · 7,657 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A Common Stock, or at the option of the Compensation Committee, cash of equivalent value. F3 · derivative.exercise_date: On October 30, 2020, the Reporting Person was granted 91,888 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. F3 · derivative.expiration_date: On October 30, 2020, the Reporting Person was granted 91,888 RSUs, which have vested or will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 23:18 UTC | MediaAlpha, Inc. MAX · Entity 1093 | Exercise / conversionClass A Common Stock | 7,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006899 · doc4.xml · nonDerivative · entry 1 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,657 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: One share of Class A Common Stock was issued upon the vesting of each Restricted Stock Unit ("RSU"). Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:47 UTC | MediaAlpha, Inc. MAX · Entity 1093 | GrantRESTRICTED STOCK UNITS · Derivative | 91,888 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030246 · doc4.xml · derivative · entry 3 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,888 Underlying: CLASS A COMMON STOCK · 91,888 shares Expires not disclosed F3 · security: Represents grant of restricted stock units under the Issuer's Omnibus Incentive Plan granted in connection with the IPO, effective as of October 30, 2020. F4 · derivative.exercise_price: The restricted stock units will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. F5 · price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F4 · derivative.exercise_date: The restricted stock units will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. F4 · derivative.expiration_date: The restricted stock units will vest quarterly over the first three years following the date of grant, subject to continued employment with the Issuer through each vesting date. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:47 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleCLASS B-1 UNITS OF QL HOLDINGS LLC · Derivative | 23,679 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030246 · doc4.xml · derivative · entry 2 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,682 Underlying: CLASS A COMMON STOCK · 23,679 shares Expires not disclosed F1 · security: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 23,679 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F2 · derivative.exercise_price: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QLH, Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit (together with one share of Class B Stock for every Class B-1 Unit) is exchangeable for one share of the Issuer's Class A Common Stock, par value $0.01 per share, subject to vesting conditions set forth in separate agreements. Pursuant to the executive's award agreements, 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 75% of the equity will vest ratably each month over the following 36 months. F1 · kind: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 23,679 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F1 · price: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 23,679 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F2 · derivative.exercise_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QLH, Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit (together with one share of Class B Stock for every Class B-1 Unit) is exchangeable for one share of the Issuer's Class A Common Stock, par value $0.01 per share, subject to vesting conditions set forth in separate agreements. Pursuant to the executive's award agreements, 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 75% of the equity will vest ratably each month over the following 36 months. F2 · derivative.expiration_date: Pursuant to the Exchange Agreement, dated October 27, 2020, among the Issuer, QLH, Guilford Holdings, Inc. and the Class B-1 members of QLH, each Class B-1 Unit (together with one share of Class B Stock for every Class B-1 Unit) is exchangeable for one share of the Issuer's Class A Common Stock, par value $0.01 per share, subject to vesting conditions set forth in separate agreements. Pursuant to the executive's award agreements, 25% of the equity granted will vest on the first anniversary of the vesting commencement date set forth in the agreement, and the remaining 75% of the equity will vest ratably each month over the following 36 months. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 21:47 UTC | MediaAlpha, Inc. MAX · Entity 1093 | SaleCLASS B COMMON STOCK | 23,679 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030246 · doc4.xml · nonDerivative · entry 1 Perine Robert · CIK 0001829945 · VICE PRESIDENT, PRODUCT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,682 F1 · security: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 23,679 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F1 · kind: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 23,679 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). F1 · price: On October 27, 2020, MediaAlpha, Inc. (the "Issuer"), closed its initial public offering (the "IPO") of its shares of Class A common stock, par value $0.01 per share (the "Class A Common Stock"). A portion of the net proceeds to the Issuer from the sale of shares of Class A common stock in the IPO was used to purchase 23,679 Class B-1 units of QL Holdings LLC (the "Class B-1 Units" and "QLH", respectively) (together with an equivalent number of shares of Class B Common Stock, par value $0.01 per share (the "Class B Stock")) from the Reporting Person, at a price of $17.67 per Class B-1 Unit (and no additional consideration for the shares of Class B Stock). 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.