Puckett Jeffrey David

SEC source: 0002130035-26-000004 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,799.7771

F1 · price: Purchased under the terms of the Tyler Technologies, Inc. 2004 Employee Stock Purchase Plan.

SEC source: 0002130035-26-000002 · primary_doc.xml · derivative · entry 3

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,500 shares

Expires 2026-12-01

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.

F2 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

SEC source: 0002130035-26-000002 · primary_doc.xml · nonDerivative · entry 2

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,783.6219

SEC source: 0002130035-26-000002 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,283.6219

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: Acquired through the exercise of stock options.

SEC source: 0001240085-26-000022 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,783.6219

F1 · price: Purchased under the terms of the Tyler Technologies, Inc. 2004 Employee Stock Purchase Plan.

SEC source: 0001240085-26-000013 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,768.5369

F1 · price: Purchased under the terms of the Tyler Technologies, Inc. 2004 Employee Stock Purchase Plan.

SEC source: 0001240085-26-000010 · primary_doc.xml · nonDerivative · entry 5

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,753.5037

F5 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $371.745 to a high of $372.075 per share, inclusive.

SEC source: 0001240085-26-000010 · primary_doc.xml · nonDerivative · entry 4

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,033.5037

F4 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $370.70 to a high of $371.50 per share, inclusive.

SEC source: 0001240085-26-000010 · primary_doc.xml · nonDerivative · entry 3

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,695.5037

F3 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $369.70 to a high of $370.66 per share, inclusive.

SEC source: 0001240085-26-000010 · primary_doc.xml · nonDerivative · entry 2

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,074.5037

F2 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $368.445 to a high of $369.405 per share, inclusive.

SEC source: 0001240085-26-000010 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,207.5037

F1 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $367.33 to a high of $368.275 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth with respect to this transaction and all sale transactions reported in this Form 4.

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 22

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 704

Underlying: Common Stock · 704 shares

Expires not disclosed

F13 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of issuer common stock.

F14 · derivative.exercise_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's Amended and Restated 2018 Stock Incentive Plan.

F14 · derivative.expiration_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's Amended and Restated 2018 Stock Incentive Plan.

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 21

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 916

Underlying: Common Stock · 916 shares

Expires not disclosed

F9 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F12 · derivative.exercise_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2026. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2027. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F12 · derivative.expiration_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2026. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2027. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 20

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,171

Underlying: Common Stock · 3,171 shares

Expires not disclosed

F9 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F11 · derivative.exercise_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2028 and continued employment through March 1, 2029. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F11 · derivative.expiration_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2028 and continued employment through March 1, 2029. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 19

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,171

Underlying: Common Stock · 3,171 shares

Expires not disclosed

F9 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F10 · derivative.exercise_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon cumulative non-GAAP adjusted recurring revenue growth over the three-year performance period ending December 31, 2028 and continued employment through March 1, 2029. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F10 · derivative.expiration_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon cumulative non-GAAP adjusted recurring revenue growth over the three-year performance period ending December 31, 2028 and continued employment through March 1, 2029. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 18

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 274

Underlying: Common Stock · 136 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: Restricted stock units convert into common stock on a one-to-one basis.

F8 · derivative.exercise_date: On March 1, 2025, the reporting person was granted 410 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

F8 · derivative.expiration_date: On March 1, 2025, the reporting person was granted 410 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 17

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 189

Underlying: Common Stock · 189 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: Restricted stock units convert into common stock on a one-to-one basis.

F7 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 567 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

F7 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 567 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 16

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 261 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: Restricted stock units convert into common stock on a one-to-one basis.

F6 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 781 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

F6 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 781 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 15

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,099 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: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F5 · derivative.exercise_date: On March 1, 2025, the reporting person was granted performance-based restricted stock units based upon non-GAAP earnings per share for the one-year period ending December 31, 2025. The number of vested units settled by the issuer in issuer common stock on March 1, 2026 reflects actual performance equal to 120% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F5 · derivative.expiration_date: On March 1, 2025, the reporting person was granted performance-based restricted stock units based upon non-GAAP earnings per share for the one-year period ending December 31, 2025. The number of vested units settled by the issuer in issuer common stock on March 1, 2026 reflects actual performance equal to 120% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 14

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,450 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: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F4 · derivative.exercise_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon operating margin for the year ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F4 · derivative.expiration_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon operating margin for the year ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

SEC source: 0001240085-26-000007 · primary_doc.xml · derivative · entry 13

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,967 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: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F3 · derivative.exercise_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over the three-year performance period ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% of target performance.

F3 · derivative.expiration_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over the three-year performance period ending December 31, 2025 and continued employment through March 1, 2026. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% of target performance.

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 12

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,927.5037

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 11

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,981.0197

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: Restricted stock units convert into common stock on a one-to-one basis.

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 10

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,845.0197

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 9

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,919.3917

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: Restricted stock units convert into common stock on a one-to-one basis.

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 8

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,730.3917

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 7

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,833.0957

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: Restricted stock units convert into common stock on a one-to-one basis.

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 6

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,572.0957

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 5

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,857.1437

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: Performance-based restricted stock units convert into common stock on a one-to-one basis.

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 4

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,758.1437

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 3

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,251.2477

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: Performance-based restricted stock units convert into common stock on a one-to-one basis.

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 2

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,801.2477

SEC source: 0001240085-26-000007 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,968.7627

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: Performance-based restricted stock units convert into common stock on a one-to-one basis.

SEC source: 0001240085-26-000001 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,001.7627

F1 · price: Purchased under the terms of the Tyler Technologies, Inc. 2004 Employee Stock Purchase Plan.

SEC source: 0001240085-25-000058 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,992.0441

F1 · price: Purchased under the terms of the Tyler Technologies, Inc. 2004 Employee Stock Purchase Plan.

SEC source: 0001240085-25-000050 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,982.2057

F1 · price: Purchased under the terms of the Tyler Technologies, Inc. 2004 Employee Stock Purchase Plan.

SEC source: 0001240085-25-000015 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,974.764

F1 · price: Purchased under the terms of the Tyler Technologies, Inc. 2004 Employee Stock Purchase Plan.

SEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 16

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 410

Underlying: Common Stock · 410 shares

Expires not disclosed

F11 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of issuer common stock.

F12 · derivative.exercise_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's 2018 Stock Incentive Plan.

F12 · derivative.expiration_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's 2018 Stock Incentive Plan.

SEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 15

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 534

Underlying: Common Stock · 534 shares

Expires not disclosed

F7 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F10 · derivative.exercise_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2025. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2026. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F10 · derivative.expiration_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2025. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2026. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

SEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 14

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,725

Underlying: Common Stock · 1,725 shares

Expires not disclosed

F7 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F9 · derivative.exercise_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2027 and continued employment through March 1, 2028. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F9 · derivative.expiration_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2027 and continued employment through March 1, 2028. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

SEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 13

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,725

Underlying: Common Stock · 1,725 shares

Expires not disclosed

F7 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F8 · derivative.exercise_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon cumulative non-GAAP adjusted recurring revenue growth over the three-year performance period ending December 31, 2027 and continued employment through March 1, 2028. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F8 · derivative.expiration_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon cumulative non-GAAP adjusted recurring revenue growth over the three-year performance period ending December 31, 2027 and continued employment through March 1, 2028. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

SEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 12

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 378

Underlying: Common Stock · 189 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: Restricted stock units convert into common stock on a one-to-one basis.

F6 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 567 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan.

F6 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 567 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan.

SEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 11

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 261

Underlying: Common Stock · 260 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: Restricted stock units convert into common stock on a one-to-one basis.

F5 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 781 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan.

F5 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 781 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan.

SEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 10

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 801 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: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F4 · derivative.exercise_date: On March 1, 2024, the reporting person was granted performance-based restricted stock units based upon non-GAAP earnings per share for the one-year period ending December 31, 2024. The number of vested units settled by the issuer in issuer common stock on March 1, 2025 reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F4 · derivative.expiration_date: On March 1, 2024, the reporting person was granted performance-based restricted stock units based upon non-GAAP earnings per share for the one-year period ending December 31, 2024. The number of vested units settled by the issuer in issuer common stock on March 1, 2025 reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

SEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 9

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,500 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: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F3 · derivative.exercise_date: On March 1, 2022, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over a three-year period ending on December 31, 2024 and continued employment through March 1, 2025. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F3 · derivative.expiration_date: On March 1, 2022, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over a three-year period ending on December 31, 2024 and continued employment through March 1, 2025. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

SEC source: 0001240085-25-000008 · primary_doc.xml · nonDerivative · entry 8

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,965.911

SEC source: 0001240085-25-000008 · primary_doc.xml · nonDerivative · entry 7

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,040.283

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: Restricted stock units convert into common stock on a one-to-one basis.

SEC source: 0001240085-25-000008 · primary_doc.xml · nonDerivative · entry 6

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,851.283

SEC source: 0001240085-25-000008 · primary_doc.xml · nonDerivative · entry 5

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,953.594

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: Restricted stock units convert into common stock on a one-to-one basis.

SEC source: 0001240085-25-000008 · primary_doc.xml · nonDerivative · entry 4

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,693.594