Simons Jay

SEC source: 0001193125-26-274469 · ownership.xml · nonDerivative · entry 1

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,453

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2024 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock units will vest in equal quarterly installments over a one-year period from the date of grant, with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the Company's 2027 annual meeting of stockholders).

SEC source: 0000950170-25-083125 · ownership.xml · nonDerivative · entry 1

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,242

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2024 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock units will vest in equal quarterly installments over a one-year period from the date of grant, with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the Company's 2026 annual meeting of stockholders).

SEC source: 0001209191-24-005866 · doc4.xml · nonDerivative · entry 1

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,842

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan, as amended. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit will vest in equal quarterly installments over a one-year period from the date of grant, with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the 2025 annual meeting of stockholders).

SEC source: 0001209191-23-035204 · doc4.xml · derivative · entry 2

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 204

Underlying: Common Stock · 204 shares

Expires 2033-06-05

F2 · derivative.exercise_date: This stock option vests in equal quarterly installments over a one-year period from June 5, 2023 (date of grant), with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the 2024 annual meeting of stockholders).

SEC source: 0001209191-23-035204 · doc4.xml · nonDerivative · entry 1

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,430

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan, as amended. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit will vest in equal quarterly installments over a one-year period from the date of grant, with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the 2024 annual meeting of stockholders).

SEC source: 0000950170-24-098615 · ownership.xml · derivative · entry 3

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 204

Underlying: Common Stock · 204 shares

Expires 2033-06-05

F5 · derivative.exercise_price: The original Form 4 filed on June 7, 2023 is being amended by this Form 4 amendment to correct the price reported in column 2 of Table II in the original Form 4, which inadvertently included the incorrect price. All other information reported in the original Form 4 is correct.

F6 · derivative.exercise_date: This stock option was scheduled to vest in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the 2024 annual meeting of stockholders), and vested in full on June 5, 2024.

SEC source: 0001209191-22-035482 · doc4.xml · derivative · entry 2

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 298

Underlying: Common Stock · 298 shares

Expires 2032-06-07

F2 · derivative.exercise_date: This stock option vests in equal quarterly installments over a one-year period from the date of grant, with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the 2023 annual meeting of stockholders).

SEC source: 0001209191-22-035482 · doc4.xml · nonDerivative · entry 1

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,108

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit will vest in equal quarterly installments over a one-year period from the date of grant, with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the 2023 annual meeting of stockholders).

SEC source: 0000899243-21-047737 · doc4.xml · nonDerivative · entry 1

Simons Jay · CIK 0001695216 · Former Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,000

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 · kind: In connection with the completion of the Issuer's initial business combination (the "Business Combination") pursuant to the Business Combination Agreement, dated July 23, 2021, by and among Dragoneer Growth Opportunities Corp. II ("Dragoneer"), Redwood Opportunity Merger Sub, Inc. ("Merger Sub I"), Redwood Merger Sub LLC ("Merger Sub II") and Papay Topco, Inc. ("Cvent"), the Class B ordinary shares of Dragoneer, par value $0.0001 per share, automatically converted into shares of Common Stock on a one-for-one basis for no additional consideration. As part of the Business Combination, Dragoneer changed its name to Cvent Holding Corp. (the "Issuer") on December 8, 2021.

F1 · price: In connection with the completion of the Issuer's initial business combination (the "Business Combination") pursuant to the Business Combination Agreement, dated July 23, 2021, by and among Dragoneer Growth Opportunities Corp. II ("Dragoneer"), Redwood Opportunity Merger Sub, Inc. ("Merger Sub I"), Redwood Merger Sub LLC ("Merger Sub II") and Papay Topco, Inc. ("Cvent"), the Class B ordinary shares of Dragoneer, par value $0.0001 per share, automatically converted into shares of Common Stock on a one-for-one basis for no additional consideration. As part of the Business Combination, Dragoneer changed its name to Cvent Holding Corp. (the "Issuer") on December 8, 2021.

SEC source: 0000899243-21-031052 · doc4.xml · derivative · entry 2

Simons Jay · CIK 0001695216 · Former Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 75,000 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: In connection with the completion of the Issuer's initial business combination (the "Business Combination") pursuant to the Business Combination Agreement, as amended, dated February 2, 2021, by and among Dragoneer Growth Opportunities Corp. ("Dragoneer"), Chariot Opportunity Merger Sub, Inc., a wholly owned subsidiary of Dragoneer ("Merger Sub"), and Cypress Holdings, Inc. ("CCC"), the shares of Class B Ordinary Shares automatically converted into shares of Common Stock on a one-for-one basis for no additional consideration. As part of the Business Combination, Dragoneer changed its name to CCC Intelligent Solutions Holdings Inc. (the "Issuer") on July 30, 2021.

F1 · kind: In connection with the completion of the Issuer's initial business combination (the "Business Combination") pursuant to the Business Combination Agreement, as amended, dated February 2, 2021, by and among Dragoneer Growth Opportunities Corp. ("Dragoneer"), Chariot Opportunity Merger Sub, Inc., a wholly owned subsidiary of Dragoneer ("Merger Sub"), and Cypress Holdings, Inc. ("CCC"), the shares of Class B Ordinary Shares automatically converted into shares of Common Stock on a one-for-one basis for no additional consideration. As part of the Business Combination, Dragoneer changed its name to CCC Intelligent Solutions Holdings Inc. (the "Issuer") on July 30, 2021.

F1 · price: In connection with the completion of the Issuer's initial business combination (the "Business Combination") pursuant to the Business Combination Agreement, as amended, dated February 2, 2021, by and among Dragoneer Growth Opportunities Corp. ("Dragoneer"), Chariot Opportunity Merger Sub, Inc., a wholly owned subsidiary of Dragoneer ("Merger Sub"), and Cypress Holdings, Inc. ("CCC"), the shares of Class B Ordinary Shares automatically converted into shares of Common Stock on a one-for-one basis for no additional consideration. As part of the Business Combination, Dragoneer changed its name to CCC Intelligent Solutions Holdings Inc. (the "Issuer") on July 30, 2021.

F1 · derivative.exercise_date: In connection with the completion of the Issuer's initial business combination (the "Business Combination") pursuant to the Business Combination Agreement, as amended, dated February 2, 2021, by and among Dragoneer Growth Opportunities Corp. ("Dragoneer"), Chariot Opportunity Merger Sub, Inc., a wholly owned subsidiary of Dragoneer ("Merger Sub"), and Cypress Holdings, Inc. ("CCC"), the shares of Class B Ordinary Shares automatically converted into shares of Common Stock on a one-for-one basis for no additional consideration. As part of the Business Combination, Dragoneer changed its name to CCC Intelligent Solutions Holdings Inc. (the "Issuer") on July 30, 2021.

F1 · derivative.expiration_date: In connection with the completion of the Issuer's initial business combination (the "Business Combination") pursuant to the Business Combination Agreement, as amended, dated February 2, 2021, by and among Dragoneer Growth Opportunities Corp. ("Dragoneer"), Chariot Opportunity Merger Sub, Inc., a wholly owned subsidiary of Dragoneer ("Merger Sub"), and Cypress Holdings, Inc. ("CCC"), the shares of Class B Ordinary Shares automatically converted into shares of Common Stock on a one-for-one basis for no additional consideration. As part of the Business Combination, Dragoneer changed its name to CCC Intelligent Solutions Holdings Inc. (the "Issuer") on July 30, 2021.

SEC source: 0000899243-21-031052 · doc4.xml · nonDerivative · entry 1

Simons Jay · CIK 0001695216 · Former Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,000

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 · kind: In connection with the completion of the Issuer's initial business combination (the "Business Combination") pursuant to the Business Combination Agreement, as amended, dated February 2, 2021, by and among Dragoneer Growth Opportunities Corp. ("Dragoneer"), Chariot Opportunity Merger Sub, Inc., a wholly owned subsidiary of Dragoneer ("Merger Sub"), and Cypress Holdings, Inc. ("CCC"), the shares of Class B Ordinary Shares automatically converted into shares of Common Stock on a one-for-one basis for no additional consideration. As part of the Business Combination, Dragoneer changed its name to CCC Intelligent Solutions Holdings Inc. (the "Issuer") on July 30, 2021.

F1 · price: In connection with the completion of the Issuer's initial business combination (the "Business Combination") pursuant to the Business Combination Agreement, as amended, dated February 2, 2021, by and among Dragoneer Growth Opportunities Corp. ("Dragoneer"), Chariot Opportunity Merger Sub, Inc., a wholly owned subsidiary of Dragoneer ("Merger Sub"), and Cypress Holdings, Inc. ("CCC"), the shares of Class B Ordinary Shares automatically converted into shares of Common Stock on a one-for-one basis for no additional consideration. As part of the Business Combination, Dragoneer changed its name to CCC Intelligent Solutions Holdings Inc. (the "Issuer") on July 30, 2021.

SEC source: 0001209191-21-038661 · doc4.xml · derivative · entry 2

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 242

Underlying: Common Stock · 242 shares

Expires 2031-06-03

F2 · derivative.exercise_date: This stock option vests in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2022 annual meeting of stockholders).

SEC source: 0001209191-21-038661 · doc4.xml · nonDerivative · entry 1

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,678

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit vests over in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2022 annual meeting of stockholders).

SEC source: 0000950170-24-098615 · ownership.xml · derivative · entry 2

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242

Underlying: Common Stock · 242 shares

Expires 2031-06-03

F3 · derivative.exercise_price: The original Form 4 filed on June 7, 2021 is being amended by this Form 4 amendment to correct the price reported in column 2 of Table II in the original Form 4, which inadvertently included the incorrect price. All other information reported in the original Form 4 is correct.

F4 · derivative.exercise_date: This stock option was scheduled to vest in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2022 annual meeting of stockholders), and vested in full on June 3, 2022.

SEC source: 0001209191-20-037630 · doc4.xml · derivative · entry 2

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 679

Underlying: Common Stock · 679 shares

Expires 2030-06-17

F2 · derivative.exercise_date: This stock option vests in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2021 annual meeting of stockholders).

SEC source: 0001209191-20-037630 · doc4.xml · nonDerivative · entry 1

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,384

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit vests over in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2021 annual meeting of stockholders).

SEC source: 0000950170-24-098615 · ownership.xml · derivative · entry 1

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 679

Underlying: Common Stock · 679 shares

Expires 2030-06-17

F1 · derivative.exercise_price: The original Form 4 filed on June 18, 2020 is being amended by this Form 4 amendment to correct the price reported in column 2 of Table II in the original Form 4, which inadvertently included the incorrect price. All other information reported in the original Form 4 is correct.

F2 · derivative.exercise_date: This stock option was scheduled to vest in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2021 annual meeting of stockholders), and vested in full on June 3, 2021.

SEC source: 0001209191-19-035368 · doc4.xml · derivative · entry 2

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 701

Underlying: Common Stock · 701 shares

Expires 2029-06-05

F2 · derivative.exercise_date: This stock option vests in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2020 annual meeting of stockholders).

SEC source: 0001209191-19-035368 · doc4.xml · nonDerivative · entry 1

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,623

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit vests over in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2020 annual meeting of stockholders).

SEC source: 0001209191-18-036686 · doc4.xml · derivative · entry 2

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 873

Underlying: Common Stock · 873 shares

Expires 2028-06-06

F2 · derivative.exercise_date: This stock option vests in full on the one year anniversary of the date of grant (or, if earlier, the date of the Company's 2019 annual meeting of stockholders).

SEC source: 0001209191-18-036686 · doc4.xml · nonDerivative · entry 1

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,788

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit vests over in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2019 annual meeting of stockholders).

SEC source: 0001209191-17-038946 · doc4.xml · derivative · entry 2

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,514

Underlying: Common Stock · 1,514 shares

Expires 2027-06-07

F2 · derivative.exercise_date: This stock option vests in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2018 annual meeting of stockholders).

SEC source: 0001209191-17-038946 · doc4.xml · nonDerivative · entry 1

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,677

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock units vest in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2018 annual meeting of stockholders).

SEC source: 0001209191-17-005850 · doc4.xml · derivative · entry 2

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 766

Underlying: Common Stock · 766 shares

Expires 2027-01-25

F2 · derivative.exercise_date: This stock option award vests in full immediately prior to the Company's 2017 annual meeting of stockholders.

SEC source: 0001209191-17-005850 · doc4.xml · nonDerivative · entry 1

Simons Jay · CIK 0001695216 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 913

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit award vests in full immediately prior to the Company's 2017 annual meeting of stockholders.