Puckett Jeffrey David

SEC source: 0001240085-25-000008 · 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: 7,008.6404

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: 0001240085-25-000008 · 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: 6,207.6404

SEC source: 0001240085-25-000008 · 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: 7,191.3904

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: 0001240085-25-000006 · 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 · 3,466 shares

Expires 2026-06-01

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.

F12 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

SEC source: 0001240085-25-000006 · primary_doc.xml · nonDerivative · entry 13

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,691.3904

F11 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $608.155 to a high of $608.79 per share, inclusive.

SEC source: 0001240085-25-000006 · 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: 4,905.3904

F10 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $607.035 to a high of $607.805 per share, inclusive.

SEC source: 0001240085-25-000006 · 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: 5,115.3904

F9 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $605.755 to a high of $606.61 per share, inclusive.

SEC source: 0001240085-25-000006 · 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: 6,084.3904

F8 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $603.97 to a high of $604.30 per share, inclusive.

SEC source: 0001240085-25-000006 · 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: 6,934.3904

F7 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $602.67 to a high of $603.28 per share, inclusive.

SEC source: 0001240085-25-000006 · 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: 7,201.3904

F6 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $601.56 to a high of $602.455 per share, inclusive.

SEC source: 0001240085-25-000006 · 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: 8,157.3904

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: 0001240085-25-000006 · 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: 3,466

Underlying: Common Stock · 5,034 shares

Expires 2026-06-01

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.

F12 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

SEC source: 0001240085-25-000006 · 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: 4,691.3904

F5 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $615.69 to a high of $615.98 per share, inclusive.

SEC source: 0001240085-25-000006 · 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: 4,733.3904

SEC source: 0001240085-25-000006 · 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: 5,533.3904

F4 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $613.41 to a high of $614.245 per share, inclusive.

SEC source: 0001240085-25-000006 · 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: 5,733.3904

F3 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $611.59 to a high of $611.61 per share, inclusive.

SEC source: 0001240085-25-000006 · 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: 6,130.3904

F2 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $610.00 to a high of $610.745 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.

SEC source: 0001240085-25-000006 · 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: 9,725.3904

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: 0001240085-25-000001 · 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: 4,691.3904

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

SEC source: 0001240085-24-000052 · 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: 4,683.7396

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

SEC source: 0001240085-24-000042 · 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 · 5,993 shares

Expires 2025-12-01

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: 0001240085-24-000042 · 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: 4,674.9219

SEC source: 0001240085-24-000042 · 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: 10,667.9219

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: 0001240085-24-000038 · 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: 4,674.9219

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

SEC source: 0001240085-24-000021 · 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: 4,666.1472

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

SEC source: 0001240085-24-000017 · primary_doc.xml · derivative · entry 8

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 257 shares

Expires 2025-12-01

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.

F3 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

SEC source: 0001240085-24-000017 · primary_doc.xml · derivative · entry 7

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 569 shares

Expires 2025-06-01

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.

F3 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

SEC source: 0001240085-24-000017 · primary_doc.xml · derivative · entry 6

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 450 shares

Expires 2024-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

SEC source: 0001240085-24-000017 · 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: 4,654.0368

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: Acquired through the exercise of stock options.

SEC source: 0001240085-24-000017 · 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: 4,397.0368

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: Acquired through the exercise of stock options.

SEC source: 0001240085-24-000017 · 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: 3,828.0368

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: Acquired through the exercise of stock options.

SEC source: 0001240085-24-000017 · 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: 3,378.0368

F1 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $426.115 to a high of $426.49 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.

SEC source: 0001240085-24-000017 · 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: 6,778.0368

SEC source: 0001240085-24-000041 · primary_doc.xml · derivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,993

Underlying: Common Stock · 257 shares

Expires 2025-12-01

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.

F1 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

F2 · balance_after: In the original filing, the number of derivative securities beneficially owned following the reported transaction was incorrectly reported as 0.

SEC source: 0001240085-24-000014 · primary_doc.xml · derivative · entry 6

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,681 shares

Expires 2025-06-01

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.

F3 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

SEC source: 0001240085-24-000014 · primary_doc.xml · derivative · entry 5

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,800 shares

Expires 2024-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

SEC source: 0001240085-24-000014 · 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: 7,797.0368

F2 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $422.23 to a high of $422.71 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.

SEC source: 0001240085-24-000014 · 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: 8,606.0368

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: 0001240085-24-000014 · 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: 6,925.0368

SEC source: 0001240085-24-000014 · 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: 8,725.0368

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: 0001240085-24-000016 · 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: 569

Underlying: Common Stock · 1,681 shares

Expires 2025-06-01

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.

F3 · balance_after: In the original filing, the number of derivative securities beneficially owned following the reported transaction was incorrectly reported as 0, because it did not account for the incentive stock options portion of the option grant.

SEC source: 0001240085-24-000016 · primary_doc.xml · derivative · entry 2

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 450

Underlying: Common Stock · 1,800 shares

Expires 2024-12-15

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.

F3 · balance_after: In the original filing, the number of derivative securities beneficially owned following the reported transaction was incorrectly reported as 0, because it did not account for the incentive stock options portion of the option grant.

SEC source: 0001240085-24-000016 · 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: 6,925.0368

F1 · kind: On March 11, 2024, the reporting person filed a Form 4 which inadvertently omitted a sale transaction that should have been included. This amendment reports the omitted transaction and Column 5 correctly reports the number of securities beneficially owned immediately following the omitted transaction.

SEC source: 0001240085-24-000012 · 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: 567

Underlying: Common Stock · 567 shares

Expires not disclosed

F10 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of issuer common stock.

F11 · 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.

F11 · 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: 0001240085-24-000012 · 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: 737

Underlying: Common Stock · 737 shares

Expires not disclosed

F6 · 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 short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2024. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2025. 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 short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2024. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2025. 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: 0001240085-24-000012 · 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: 2,381

Underlying: Common Stock · 2,381 shares

Expires not disclosed

F6 · 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 non-GAAP net operating margin for the year ending December 31, 2026 and continued employment through March 1, 2027. 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 non-GAAP net operating margin for the year ending December 31, 2026 and continued employment through March 1, 2027. 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: 0001240085-24-000012 · 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: 2,381

Underlying: Common Stock · 2,381 shares

Expires not disclosed

F6 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F7 · 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, 2026 and continued employment through March 1, 2027. 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.

F7 · 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, 2026 and continued employment through March 1, 2027. 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: 0001240085-24-000012 · 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: 521

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: 0001240085-24-000012 · primary_doc.xml · derivative · entry 8

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 929 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 non-GAAP earnings per share for the one-year period ending December 31, 2023 and continued employment through March 1, 2024. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 125% 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 non-GAAP earnings per share for the one-year period ending December 31, 2023 and continued employment through March 1, 2024. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 125% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

SEC source: 0001240085-24-000012 · primary_doc.xml · derivative · entry 7

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,525 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, 2021, 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, 2023 and continued employment through March 1, 2024. 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).

F3 · derivative.expiration_date: On March 1, 2021, 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, 2023 and continued employment through March 1, 2024. 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).